HomeMy Public PortalAbout2018-01a Aproving the Mercer Group, Inc for Executive Search ServicesRESOLUTION NO. 2018 -la
A RESOLUTION OF THE VILLAGE COUNCIL OF THE
VILLAGE OF KEY BISCAYNE, FLORIDA, APPROVING
THE MERCER GROUP, INC. FOR EXECUTIVE SEARCH
SERVICES; PROVIDING FOR AUTHORIZATION; AND
PROVIDING FOR AN EFFECTIVE DATE.
WHEREAS, on November 20, 2017, the Village of Key Biscayne ("Village") issued
Request for Proposal No. 2017-11-17 ("RFP") for an executive search services company to
locate qualified candidates for Village Manager ("Services"); and
WHEREAS, in response to the RFP, The Mercer Group, Inc. ("Consultant') submitted a
proposal, attached hereto as Exhibit "A" to provide the Services; and
WHEREAS, the Village Council desires to select and approve the Consultant to perform
the Services in the amount of $15,750.00; and authorize the Village Manager to execute an
agreement consistent with the proposal; and
WHEREAS, the Village Council finds that this Resolution is in the best interest and
welfare of the residents of the Village.
NOW, THEREFORE, BE IT RESOLVED BY THE COUNCIL OF THE
VILLAGE OF KEY BISCAYNE, FLORIDA, AS FOLLOWS:
Section 1. Recitals Adopted. That each of the recitals stated above is hereby
adopted and confirmed.
Section 2. Selection of Consultant Approved. The selection of the Consultant for
the Services is approved.
Section 3. Village Manager Authorized. The Village Manager is hereby authorized
to execute a professional services agreement in substantially the form attached hereto as Exhibit
"A- in an amount not to exceed $15,750.00, that is consistent with the proposal attached hereto
as Exhibit "B."
Section 4. Effective Date. That this Resolution shall be effective immediately upon
adoption hereof.
PASSED and ADOPTED this 22°d day of January, 2018.
41n LAJ
MAYRA PENH LIN SAY
ATTEST
JE IFER
V LLAGE CLERK
APPROVED AS TO FORM AND LEGAL SUFFICIENCY
VILLAGE ATTORNEY
2
The Mercer Group, Inc.
Consultants To Management
Response to Village of Key Biscayne
RFP for an Executive Search Firm for
VILLAGE MANAGER
December 15, 2017
THE MERCER GROUP, INC.
W. D. Higginbotham, Jr.
Senior Vice President
3245 S. Atlantic Avenue, Suite 607
Daytona Beach Shores„ Florida 32I 18-8202
727-214-8673
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www.rncrcergroupinc.com
TABLE l» I :ON FEN'i
Section
i_ t ,otter of tntcnt
Pine No.
I. FIRM INFORMATION & BACKGROUND INCLUDING SEARCH TEAM 1-4
IL ShliVICES, 1iMF IJNh ANDD rl;1-'S 5-12
A_ Project Understanding and Approach 5
13. Work Plan 6-9
C. Equal Employment Opportunity Statement 9
D. Timeline 10
E. Cost Proposal 11
F. The Mercer Group, Inc. Guarantees _ 12
G. Additional Activities 13
H. Proposal Acceptance 13
1. Sample Agreement 14-15
III. REFERENCES 16
IV. C1TY/COUNTY MANAGER & ADMINISTRATORS 17-27
Appendix "A".
Appendix "B"
Appendix "C"
Appendix "D"
Appendix "E"
APPENDIX
Acknowledgement, Warranty and Acceptance
Non -Collusive Affidavit (Two Pages)
Sworn Statement Pursuant To Section 287.I33(3)(a)
Florida Statutes, On Public Entity Crimes (Three Pages)
Price Proposal
State of Florida Department of State, Authorization to Transact
Business in the State of Florida
The Mercer Group, Inc. for the Village Manager of the Village of Key Biscayne, Florida
The Mercer Group, Inc.
Consultants To Management
December 15, 2017
Jennifer Duque, CMC
Village Clerk
88 West McIntyre Street, Suite 220
Key Biscayne, Honda 33149
3245 S_ Atlantic Are Sic. 607
Daytona /tench Shores. FL 32)18
Cell (727) 214-8673
) ul iedhiffis.Oelisateah.+ut
The Mercer Group, Inc_ understands the Village of Key Biscayne wishes to engage the
services of an executive search firm to conduct executive search and recruiting services for a
Village Manager.
The Mercer Group, Inc. is pleased to assist the Village to recruit exceptionally well -qualified
candidates for the position of Village Manager. If selected to conduct the search and recruitment
process for this position, we will have no difficulty beginning immediately to ensure a smooth
process. It is our understanding that the scope of work, minimum responsibilities, and search and
recruitment services shall include, but not be limited to, the following:
• Develop the ideal profile for the Village Manager position after consultation with the
Village Council and necessary staff_
• Develop and implement a marketing strategy, advertising campaign and outreach to best -
fit candidates.
• Conduct preliminary interviews and candidate screening.
• Provide written materials, including background reports, and facilitate candidate selection
and offer.
The objectives that we will meet in order to find the hest qualified candidates for the Village
Manager position are as follows:
• To conduct on -site needs assessment for the new Village Manager.
• To develop a comprehensive position profile.
• To encourage top level people to apply who would otherwise be reluctant to respond to an
advertisement.
• To save a considerable amount of the Village's time in establishing the position profile and
reviewing applicants_
• To comply with appropriate personnel regulations and state laws (i.e., EEO, Affirmative
Action and ADA).
• To independently and objectively asses the qualifications and suitability of candidates for the
position.
• To iez uind to all candidate inquiries and produce all correspondence during the search.
PINNU1NTING WORKABLE SOLLTIONS FROM OUR OFF ICP.:S NATIONWIDE
www.rnercergroupineflorida.com
Village of Key Biscayne
Page Two
December 15, 2017
• 1'o mail an information packet taipplied by the Village to all qualified applicants_
• To recommend a pool of finalist candidates to the Village Council.
• To coordinate a community "meet and greet" function for the finalist candidates.
• To coordinate finalist candidate interviews with the Village Council.
• To preserve the confidentiality of inquiries to the degree possible under Florida law.
• To assist the Village Council in reaching a final decision.
• To assist in negotiating a compensation package with the successful candidate on behalf of
the Village.
• To keep the Village Council closely involved in key decisions and informed of our
progress.
The purpose for engaging the services of an executive search firm is to seek out and recruit
experienced candidates and to assist tie Village Council in selecting highly qualified individuals
who meet the profile and needs of the Village and who might not otherwise apply. The Mercer
Group, Inc. is well -qualified to assist the Village with this project. Most recently we have
successfully completed and/or currently cngagcxi in searches for the Cities of Delray Beach,
Deerfield Beach, Hollywood, Marco Island, Cape Coral, Largo, Deltona, Port Orange, Temple
Terrace, St. Petersburg, SL Pets Beach, Gainesville, Plant City, Pompano Beach, as well as
Brcvard County, Collier County, Hillsborough County, Citrus County and Polk County. These
are just some of the Florida recruitments and there are many more nation-wide.
The Mercer Group, Inc. has been in operation for over twenty-seven years with offices in
thirteen (13) states, including Volusia County Florida. The Mercer Group, Inc. has the resources
available to conduct this search and avoid untimely delays in the process. If selected to assist the
Village, I will personally lead this recruitment from our Daytona Beach Shores office. In addition
to six (6) years Executive Recruiting, 30 years of local government experience, including four (4)
City Manager positions in Florida, I am uniquely qualified to lead this search for Key Biscayne's
new Village Manager_
Thank you for the opportunity to assist the Village with this important assignment- Please
contact me directly at 72.7-214-8673 if you have any questions_ T am looking forward to hearing
from you.
Sincerely yours,
W. D. Higgin otham, r.
Senior Vice President
THE MERCER GROUP, INC.
1. FIRM INFORMATION & BACKGROUND
A. Firm Qualifications
The Mercer Group, Inc. is an independent management consulting firm incorporated in the State
of Georgia and operating nation-wide. The firm was founded by James L. Mercer, a long-term
public management consultant. The firm has conducted business under the name The Mercer
Group, Inc. since February, 1990 and is registered with the Florida Department of State.
Mr. Mercer started his own firm in 1981 and, in 1984, merged it with another consulting firm,
Wolfe & Associates, Inc. On June 1, 1986, Mr. Mercer acquired the Human Resource and
Organizational Consulting Practice of Wolfe & Associates, Inc_ This acquisition formed the basis
for Mercer, Slavin & Nevins, Inc. He sold his interest in Mercer, Slavin & Nevins, Inc. early in
1990 and founded The Mercer Group. Inc.
The Mercer Group, Inc. provides exceptionally high quality management consulting services to
state and local governments, transit authorities. health care providers. utilities, special districts,
and private sector clients. Specialty practice areas include: executive recruitment, organization
and operations analysis, productivity improvement, strategic planning, management systems,
compensation/classification/policy studies, privatization, budget evaluation services, government
consolidation and organization development, training, and general management consulting. Our
key consultants have conducted successful searches for hundreds of public sector organizations
nationally and can offer numerous references as testimony of our work.
While this engagement for the Village of Key Biscayne will be led by W. D. Higginbotham, Jr.. it
will be assisted and supported by James L. Mercer. Mr. Mercer has conducted or assisted in the
conduct of more than 2,000 successful executive searches in recent years. The spectrum of our
search experience is below. Mr. Mercer's resume is included below, as is Mr. Higginbotham's.
Mr. Mercer is the Chief Executive Officer of our firm. There is no parent. subsidiary or affiliation
of other firms. The closed service office and our corporate headquarters are as follows:
The Mercer Group, Inc.
Atlanta. Georgia 30338
(770) 551-0403; FAX: (770) 399-9749
Federal Tax ID No.: 58-1877068
Primary contact infonnation is as follows:
The Mercer Group, Inc.
W. D. Higginbotham, Jr.
Senior Vice President
3245 S. Atlantic Ave., Suite 607
Daytona Beach Shores, Florida 32118
727-214-8673
W DI-1ii;r;in4mcrccrgroupinc.com
www.mercergroupine.com
www.illtrcergrounincllorid_d.colli
The Mercer Group, Inc. for the Village Manager of Key Biscayne, Florida Page 1
B. Organizational Chart for the Village of Key- Biscayne Search Team
The Mercer Group, Inc.
EXECUTIVE SEARCH TEAM
for
KEY BISCAYNE
VILLAGE MANAGER
Jim Mercer
President
Santa Fe, NM
W'.D Higginbotham, .Ir
Sr. Vice President
Daytona Beach Shores
FL
Dona Hunt
Executive Assistant
Daytona Beach Shores,
FL
Karolyn Prince -Mercer
Sr. Vice President
Santa Fe, NM
The Mercer Group, Inc. for the Village Manager of Key Biscayne, Florida Page 2
C.
Resumes of Our Kev Stall
1. W. D. Higginbotham, Jr., Senior Vice President - Florida Office; Proiect Manager
Prior to joining The Mercer Group in 201 1, Mr. Higginbotham's distinguished public -sector career
of over 30 years has included serving as chief executive officer and chief financial officer of cities
in Florida and California. He served as City Manager of Gainesville, Florida, Melbourne Beach.
Florida, Surfside, Florida, and Madeira Beach, Florida ranging in population from 3,100 to
123,100 and Assistant City Manager and CFO in Bakersfield, California with a population of
352,40(1 Mr. Higginbotham also served eight years as the Director of Economic Development for
the eleven (II) county, 7,000 square mile area of the North Central Florida Regional Planning
Council. After being recruited by the International City/County Management Association (ICMA)
on behalf of the Department of Defense, his service to Florida cities was briefly interrupted in late
2007 and early 2008 when he served in Baghdad. Iraq as a member of the United States Provincial
Reconstruction Team. He is an active member of ICMA and the Florida City and County
Management Association (FCCMA) and has been recognized by both organizations for over 25
years in the local government management profession.
Mr. Higginbotham's particular areas of expertise are executive search, organizational development
and economic development. In addition to graduating from Tulane University where he earned his
Certificate in Accounting, he has completed and instructed training programs at the Emergency
Management Institute (FEMA) in Emmitsburg, Maryland in Disaster Preparedness and Disaster
Resistant Jobs Training, TRAIN -THE -TRAINER.
Mr. Higginbotham has successfully conducted and completed the following search and
recruitments during the past three years:
• Billings, Montana - City Administrator, 2017
• Cape Coral. Florida - City Auditor (Charter Officer), 2017; Building Official, 2017
• Citrus County, Florida - County Administrator, 2015
• Deerfield Beach, Florida - Director of Environmental Services, 2016
• Delray Beach, Florida City Manager, 2017
• Delray Beach, Florida - Finance Director, 2017
• 1)eltona, Florida - City Manager, 2015
• Dutchess County, NY - Commissioner of Behavioral & Community Health. 2015
• Gainesville, Florida - Equal Opportunity Director (Charter Officer), 2015
• Hallandale Beach, Florida - Assistant Director of Public Works - Utilities, 2015
• I lillsborough County, Florida - Executive Director -Planning Commission, 2014
• Hillsborough County. Florida - Executive Director -Metro. Planning Org., 2014
• Hollywood, Florida - Director of Financial Services, 2017
• Largo, Florida - City Manager, 2015
• Marco Island, Florida - City Manager, 2017
• Onondaga County. NY - Commissioner of Health, 2014
• Pennsylvania Municipal Retirement System, PA - Secretary/Executive Director. 2014
• Pinellas Suncoast Transit Authority, Florida - Director of Procurement, 2014
• Plant City, Florida - Police Chief, 2014
• Plant City, Florida - City Manager, 2014
The Mercer Group. Inc. for the Village Manager of Key Biscayne, Florida Page 3
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c o n s u l t i n g f o r o v e r e i g h t e e n y e a r s . S h e h a s e x p e r i e n c e w o r k i n g i n e x e c u t i v e s e a r c h a n d h a s
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c l a s s i f i c a t i o n , a n d w i t h o r g a n i z a t i o n a n d m a n a g e m e n t s t u d i e s .
4 . T i m e C o m m i t m e n t s
T h e m e m b e r s o f o u r t i r m h a v e t h e q u a l i t y t i m e t o d e v o t e t o t h i s s e a r c h s o a s t o m e e t t h e V i l l a g e
o f K e y B i s c a y n e ' s n e e d s .
T h e M e r c e r G r o u p , i n c . f o r t h e V i l l a g e M a n a g e r o f K e y B i s c a y n e , F l o r i d a P a g e 4
II. SERVICES, TIMELINE, AND FEES
Our Firm's Approach, Work Plan, Equal Employment Opportunity Statement, Timeline of
Activity Pursuant to Scope of Services and Fees
A. Project Understanding and Approach
It is our understanding that the Village of Key Biscayne is in need of Executive Search Services
for a Village Manager Recruitment. It is our further understanding that the scope of work, search
and recruitment services shall include, but not he limited to, the following:
• Development of Candidate Profile and Recruitment.
• Strategy Outreach to best -fit candidates and Advertising Campaign.
• Candidate Screening.
• Candidate selection, background and offer.
• Appointment and follow-up,
The objectives that we will meet in order to find the best qualified candidates for the Village
Manager position arc as follows:
• To conduct on -site needs assessment for the new Village Manager.
• To develop a comprehensive position profile.
• To encourage top level people to apply who would otherwise be reluctant to respond to an
advertisement.
• To save a considerable amount of the Village's time in establishing a position profile and
reviewing applicants.
• To comply with appropriate personnel regulations and state laws (i.e., EEO, Affirmative
Action and ADA).
• To respond to all candidate inquiries and produce all correspondence during the search.
• To independently and objectively assess the qualifications and suitability of candidates for the
position.
• To mail an information packet supplied by the Village to all qualified applicants.
• To recommend a pool annalist candidates to the Village Council.
• 'lo coordinate a community "meet and greet" function for the finalist candidates.
• To coordinate finalist candidate interviews with the Village Council.
• To preserve the confidentiality of inquiries to the degree possible under Florida law.
• To assist the Village Council in reaching a final decision.
• To assist in negotiating a compensation package with the successful candidate on behalf of
the Village Council.
• To keep the Village Council closely involved in key decisions and informed of our
progress.
The scope of the project will be sufficiently broad and in-depth so as to meet the requirements of
Key Biscayne. Our approach and style are interactive; we form a partnership with our client to
conduct a project from which the Village of Key Biscayne will benefit through ease of implemen-
tation.
The Mercer Group, Inc. for the Village Manager of Key Biscayne, Florida Page 5
13. Work Plan; Outreach, Candidate Screening, Background Work, interview & Follow 1'p
We recommend a seven (7) -step search process as follows:
1. Position Analysis - We will define work relationships, job qualifications and require-
ments for the position - the "Position Profile".
2. Recruitment Process - We will recruit State-wide, regionally, and nationally for the
position and network to locate qualified candidates.
3. Resume Review - We will identify qualified candidates.
4. Candidate Screening - We will thoroughly screen prospective candidates.
5. Background Investigation - We will thoroughly evaluate prospective candidates.
6. interview Process - We will make recommendations and assist in selection.
7. Negotiation and Follow-up - We will facilitate employment and follow-up to ensure
complete integrity of the process.
1. Position Analysis
We will have extensive consultation with Key Biscayne's Village Council and/or key staff as well
as other individuals or groups (as the Village Council wishes) to determine the Village's
vision/mission, goals and objectives, the needs and issues, requirements of the job, and to obtain
information about the environment within which the position functions.
During this process, we will initiate individual interviews with citizen organizations, department
heads and key staff, and others of the Council's choicc to identify expectations, perceptions, and
concerns regarding the position. In addition, we will spend a considerable amount of time at the
beginning of the process with the Village Council (and others as desired) in order to determine the
level of experience and training needed. As noted earlier, Mr. Higginbotham's 30 years of local
government experience make him uniquely qualified to lead this search for the new Village
Manager.
Based on those meetings, we will prepare a draft position profile and review it with the Village
Council in order to arrive at a general agreement regarding the specifications for the position. The
final position profile will include information about Key Biscayne, the Village Council, stall
major issues to be laced, the position, and the selection criteria established.
2. Recruitment Process
Because we have recently completed similar searches, we will first review our database to
determine those candidates whom we may already know and/or already have on file who may meet
the Village's specifications.
Although this process is valuable, we will rely most heavily on our own contacts in the
Administration/Management fields and on our own experience. Through "networking", we will
conduct a nation-wide search, while understanding that the preference may be a candidate
with Florida experience and/or knowledge, for the best qualified candidates and invite them to
apply for the position.
The Mercer Group, Inc. for the Village Manager of Key Biscayne, Florida Page 6
Based on our discussions with Key Biscayne's Village Council. we will place ads in professional
journals, online at appropriate websites that specialize in and attract high quality professional and
management attention, to encourage applicants to apply.
3. Resume Review
We will review and analyze each applicant's background and experience against the position
description criteria. We will acknowledge all resumes received and keep candidates informed.
4. Candidate Screening
Criteria for the preliminary screening will be contained in the approved "Recruitment Profile".
They may include such items as education, technical knowledge, experience, accomplishments,
management style, personal traits, etc.
Screening of candidates against those criteria will be based on data contained in the resumes and
other data provided by the candidates and on our knowledge of the organizations in which they
work. At this stage, each must meet the minimum qualifications specified in the Recruitment
Profile_
We will be responsible for screening the applications received. This initial screening will be
conducted by Mr. Higginbotham by telephone with the prospective candidate. We will conduct
interviews with references who may know the candidate's background and expertise by telephone.
Where feasible, we will also conduct personal face-to-face intervicws with top candidates.
Once the initial screening is completed, we will select the prospective candidates who most closely
match the criteria established by Key Biscayne_ The output of this step in the process will he a
matrix display of the top candidates showing how each rates against the selection criteria
established by the Village Council. This matrix will be reviewed with Key Biscayne's Village
Council and guidance obtained prior to proceeding. One contingency here is that the Village
Council may not approve of any of the candidates. If that should occur, we would_ of course, keep
searching until the Village's needs are clearly met.
5.
Background Investigations
As part of our process in evaluating top candidates, we make detailed and extensive reference
checks. In conducting these, it is our practice to speak directly to individuals who are now or have
previously been in a position to evaluate the candidates' job performance.
W c ask each candidate to provide us with a number of references. We then network these
references to other persons who k.now the candidate. In this way, we thoroughly evaluate each
candidate. We have had occasion to talk to more than 20 references concerning a single finalist
candidate. These references and evaluations are combined to provide frank and objective
appraisals of the top candidates. We also verify past employment difficulties, if any, including
reasonable due diligence on any legal action filed against current or former employers.
The Mercer Group, inc. for the Village Manager of Key Biscayne, Florida Page 7
As part of our evaluation process, we verify undergraduate and graduate college degrees. We
arrange for credit checks, criminal checks, and. as an additional option, can arrange for psychologi-
cal (or similar) testing of the candidates that may be desired. As a part of this project we can
provide the results of a management style inventory on the finalist candidates. We can also
conduct a Myers -Briggs analysis of the team with the new team member for team building
purposes (these may be extra cost items)_ We will present and discuss background investigation
criteria with the Village Council who will make the final decision on which candidates to
interview.
6. Interview Process
Based on the preceding steps, a recommended list of finalists for the position of Village Manager
will be compiled. We will prepare a written summary on each finalist. 'Ile information will cover.
but not be limited to, 1) present position, 2) total years experience, 3) salary requirements, 4)
education, 5) previous positions held, 6) notable projects, 7) management style, 8) skills and
abilities. 9) interests, and 10) professional goals.
This information will be presented to Key Biscayne's Village Council in a detailed written format
combined with the results of the background investigation and candidate screening. We will make
a recommendation on a group of finalists., the size of which as directed by the Village Council.
The Village Council shall make the final decision on which and how many candidates will be
interviewed.
Our report will be presented in a meeting in which we will discuss our recommendations and
provide background information, sample questions and a rating form for the interviews. In
particular. we will explain which, if any, of the applicants specifically meet the total criteria
established by the Village Council or whether the final group simply represents the best available
talent.
We will also provide the Village Council with our recommendations relative to timing, sequencing,
location, setting, format, and conduct of interviews with the finalists. We will provide information
about trends in employment, employment contracts and agreements, relocation expenses, perqui-
sites, appropriate role for spouses, receptions, etc. We will arrange schedules for top candidate
interviews and will coordinate the process.
BALANCE OF THIS PAGE INTENTIONALLY LEFT BLANK
The Mercer Group, Inc. for the Village Manager of Key Biscayne, Florida Page 8
7. 'Negotiation and Follow-up
We will also assist in the negotiation process relative to salary, benefits and other conditions of
employment. We feel that we can be especially helpful because we have proposed a fixed fee
rather than one based on a percentage of salary. One contingency here is that an agreement may
not be able to be arranged. If that is the case, we will work with the Village Council to select an
alternate candidate.
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 Village Council and that any public
statement should come directly from the Village Council. We will maintain confidentiality of
candidate information, as possible, under Florida law.
Finally, we will notify all unsuccessful candidates, who were not recommended for interview with
the Village Council, of the final decision reached. However. we suggest that it is more proper for
the Village to directly notify all unsuccessful candidates, whom they interviewed, of the final
result.
We will keep the Village closely informed and involved in decisions concerning the search process
at all times. We will prepare and send weekly e-mail updates and progress reports of the search.
"These reports will contain a progress report on the recruitment and specific steps to be taken to
meet the Village's deadlines.
Support from the Village of Kcy Biscayne will be needed, as follows:
• Arranging interviews with Key Biscayne's Village Council. staff and others as desired.
• Providing budget, organization charts and other documents.
• Place of contact and contact person for the search.
C. Equal Employment Opportunity Statement
It is the policy of The Mercer Group, Inc., to assure equal opportunity based on ability and fitness
for all employees or applicants considered for our client organizations regardless of' race, color,
religion, sex, age, marital or veteran's status, national origin, or the presence of any sensory, mental
or physical disability_ Such policy shall apply, but not be limited to, hiring, placement, job
classification, transfer or promotion, demotion. recruitment, advertising or solicitation for
employment, rates of pay or other forms of compensation, selection for training, career develop-
ment, layoff or termination.
This policy shall be disseminated to clients, subcontractors, suppliers and prospective applicants.
The intent of this policy will apply to internal operations, recruitment and consulting activities
conducted by our firm.
The Mercer Group, [nc. for the Village Manager of Key Biscayne. Florida Page 9
D. Project Schedule and Timeline (subject to approval by the Village of Key Biscayne)
KEY BISCAYNE
VILLAGE MANACER SEARCH
Kickoff Meeting with the Village Council One week following
execution of agreement
lnterviews/Consultation with the Village Council &
Others (as desired) to Develop Characteristics &
Attributes of a Successful Candidate. Develop
Compensation Package and Job Description.
Week One
Approve Recruitment Materials Week Three
Access Data Base for Taruetcd Recruitment of
Qualified Individuals and Place Ads
Send Recruitment Material/Invitation Letter
Outreach 'telephone Calls
Acknowledge Receipt of Application Materials
Cutoff Date for Receipt of Applications
Screen Applications Against Selection Criteria
and Consultant Interviews of Top Candidates
Meet with the Village Council to Review
Top Candidates and Assist in the Selection
of Finalists
Conduct Reference and Background Checks
Send Interview Guide to the Village Council
of Selected Finalists
Community Meet & Greet (as desired) and
Conduct Interviews of Selected Finalists
Make Selection
Negotiate Agreement
Notify. Candidates Not Selected
Week Three (Begin Search)
Week Three through Seven
Week Three through Seven
As received
Week Seven
Ongoing through Week Seven
Week Eight (Within 35 to 45 Days
of Beginning Search, Provide
Candidate Information)
Week Nine & Ten
Week Ten
Week Eleven
Week Eleven
Week Eleven
At close of search process
The Mercer Group, Inc. for the Village Manager of Key Biscayne. Florida Page 10
E. Cost Proposal for Professional Recruitment Services for Village Manager
The Mercer Group, inc_ proposes a total fee, including all expenses, for the Executive
Search/Recruitment Services as a fixed amount of 515,750. There will be NO additional costs
or expenses paid to The Mercer Group, Inc. for our services. Items and their associated costs
for our services are as follows:
Position Analysis $ 2,000
Outreach Campaign .. 2.500
Resume Review . 2,750
Candidate Screening 2,750
Background Investigation 1 250
Interview Process 2.000
Negotiation and Follow-up 500
TOTAL FEE $15,750
The costs for final candidates to travel to Key Biscayne for interviews, as the Village Council
desires, are not included_ Such costs are normally paid by the client on a reimbursement basis,
directly to the candidates. These costs are difficult to estimate because they depend on where the
candidates are located. in general, costs run about $600 to $750 per person.
Key Biscayne's liability to The Mercer Group. Inc. for services rendered under our agreement will
not exceed the agreed upon price as stated above.
We will submit regular invoices for our fees. It is our practice to bill one-third at the start of the
search, one-third upon delivery of the semi-finalist application materials. and one-third upon
selection of the successful candidate.
We will comply with all applicable laws, rules and regulations of federal, state and local
government entities.
Our ability to carry out the work required will be heavily dependent upon our past 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 engagement. The results
obtained, our recommendations and any written material provided by us will represent our best
judgment based on the information available to us. Our liability, if any, will not be greater than
the amount paid to us for the services rendered.
The hourly rate for any services the Village might request outside the scope of items set forth in
this proposal is $150.00 per hour.
This document constitutes the agreement between us. It cannot be modified except in writing by
both parties_ Our agreement will be interpreted according to the laws of the State of Florida.
The Mercer Group, Inc. for the Village Manager of Key Biscayne. Florida Page 11
THE MERCER CROUP, INC.
GUARANTEES
F. The ten (10) euarantces of our search work are explained below:
1. Client Organization: The client is defined as the entire entity, including all departments,
divisions, sections and groups. This assures that all of our guarantees apply to the entire
client organization.
2. Two -Year Off Limits: We will not recruit candidates from a client organisation for two
years after completion of a search assignment without the lull agreement of the client.
3. Placement Off Limits Forever: We will never recruit a candidate whom we have placed
in a client organization as long as he/she is employed by that organization without the full
aerecmcnt of the client.
4. Continue the Search: Iff, for any reason, the client does not feel comfortable selecting a
candidate from our original recommended group ofcandidates, we will continue the search
until the client can make a selection.
5. Replacement of Successful Candidate: If the candidate we place with the client leaves
the client organization for any reason during the 24 month period following the date of
placement with the client, we will replace the candidate for out-of-pocket expenses only
and there will be no professional fees charged by The Mercer Group to make the new
placement.
6. Parallel Candidate Presentation: We will not present a candidate simultaneously to more
than one client. This permits our firm to represent one client organization without any
conflicts of interest.
7. Client Conflicts: 11' asked. we will disclose to our clients the names of the organizations
which arc "O1i Limits" that logically would be target organizations on the new search
assignment.
8. Deceptive/Misleading Search Techniques: We commit to our clients and to our
prospective candidates that we will not use any search techniques which may be considered
as deceptive or misleading.
9. Resume Floating: We will not float resumes to organizations in the hopes that we can
collect a fee if that individual is hired.
10. Not Represent Individuals: We assure our clients and individuals who may become
candidates that we will not collect a fee from candidates whom we may recommend for a
position.
The Mercer Group, Inc. for the Village Manager of Key Biscayne, Florida Page 12
G. Additional Activities that blight he Helpful to the Recruitment and Selection Process
As noted above. we can provide the results of a Management Style Inventory on the finalist
candidates. We can also conduct a Myers -Briggs analysis of the team with the new team member
for team building purposes. (These may be extra cost items.)
H. Proposal Acceptance
This December 15, 2017, proposal is accepted for the Village of Key Biscayne by:
SIGNATURE:
NAME:
'TITLE:
DATE:
BALANCE OF THIS PACE INTENTIONALLY LEFT BLANK
The Mercer Group, Inc. for the Village Manager of Key Biscayne, Florida Page 13
1. Sample Agreement
AGREEMENT
This AGREEMENT, made as of this day of , 2017, by and between
THE MERCER GROUP, INC. and the Village of Key Biscayne, a governmental corporation.
WITNESSETH:
WHEREAS. Key Biscayne (hereinafter referred to as the "Village") has expressed an
interest in engaging the services of an executive recruiter to conduct a search fora Village Manager
for the Village and
WHEREAS, The Mercer Group, Inc. (hereinafter referred to as "Mercer") has submitted a
proposal in response to the Village's request; and
WHEREAS, the Village has selected Mercer's proposal as the proposal which best meets
its needs and the Village desires to hire Mercer to conduct the Village's search for a new Village
Manager, and
WHEREAS, Mercer desires to assist the Village in conducting the Village's search for a
Village Manager.
NOW THEREFORE, in consideration of the following mutual covenants and other good
and valuable consideration, the receipt and adequacy of which is hereby acknowledged by all
parties hereto, Mercer and the Village hereby agree as follows:
1. Mercer agrees to provide services and support to the Village in the conduct of the
Village's search for a Village Manager. Mercer agrees to conduct the Village's project
in accordance with scope of services outlined in its Proposal to the Village dated
December 15, 2017, in response to the Village's request. Mercer's proposal is
incorporated by reference and thus made a part of this Agreement.
2. The Village agrees to compensate Mercer for its services in the amount of $15,750 for
professional services, including all expenses, to conduct the search. Payments to
Mercer are to be made as outlined in Mercer's proposal to the Village.
3. The Village and Mercer both agree that this Agreement shall be governed by the laws
of the State of Florida.
4. SUNSHINE LAW. As Mercer's role is to screen applications and make
recommendations for the position of Village Manager, Mercer acknowledges that it
will be subject to, and will comply with, Chapter 286, Florida Statutes.
The Mercer Group, Inc. for the Village Manager of Key Biscayne, Florida Page 14
Agreement, Continued:
5. PUBLIC RECORDS. Mercer shall comply with the requirements of Florida's Public
Records law. In accordance with Section 1 19.0701, Florida Statutes, Mercer shall (a)
keep and maintain public records that ordinarily and necessarily would be required by
the Village in order to perform the service under the contract; (b) provide the public
with access to public records on the same terms and conditions that the Village would
provide the records and at a cost that does not exceed the cost provided under Florida's
Public Records law; (c) ensure that public records that are exempt or confidential and
exempt from public records disclosure requirements are not disclosed except as
authorized by law; and (d) meet all requirements for retaining public records and
transfer, at no cost. to the Village all public records in possession of Mercer upon
termination of the contract and destroy any duplicate public records that are exempt or
confidential and exempt from public records disclosure requirements. All records
stored electronically must be provided to the Village in a format that is compatible with
the information technology system of the Village.
6. The Village and Mercer both agree that in the event that any dispute arises between the
parties, the complaining party shall promptly notify the other of the dispute in writing.
Each party shall respond to the other party in writing within ten (10) working days of
receipt of such notice.
7. The Village and Mercer both agree that any amendments to this Agreement shall be
made in writing, and executed by both parties. No proposed amendment which is not
in writing and executed by both parties shall affect the terms of this Agreement.
8. The parties shall have the right at either party's convenience to terminate this
Agreement following five (5) days written notice to the affected party. Should either
party terminate this Agreement the Village shall only be obligated to pay Mercer for
those services already provided.
VILLAGE OF KEY BISCAYNE
BY:
ATTEST:
THE MERCER GROUP, INC.
BY:
W. U. Higginbotham. Jr.
Senior Vice President
The Mercer Group, Inc. for the Village Manager of Key Biscayne, Florida Page 15
111. REFERENCES
Caryn Gardner -Young, Assistant City Manager
City of Delray Beach; population: 67,000
100 N. W. 1" Avenue
Delray Beach. FL 33602
561-243-7015 Ext 1212
'oung!i' mvdelravbeach.com
Finance Director - 2017
Ms. Lisa Sonego. Human Resources Director
City of Cape Coral; population: 154,300
1015 Cultural Park Boulevard
Cape Coral, FL 33990
239-574-0528
lsonegoravanecoral.net
Community Development Director Search - 2013; City Auditor Search - 2017
George R. Keller, Assistant City Manager for Finance and Administration
City of Hollywood; population 145.000
2600 Hollywood Boulevard
Hollywood, FL 33022
954-921-3201
gkel levii-hollyw oodtl.org
Director of Financial Services Search - 2017
Susan Sinz, Director of Human Resources
City of Largo; population 82,000
201 Highland Avenue, NE
Largo, FL 33770
727-587-6706
ssinz(d)largo.com
City Manager Search - 2016
Ms. Sherry Anderson, Human Resource Director
Citrus County Florida; population 140,000
3600 W. Sovereign Path
Lecanto, FL 34461
352-400-0145
SH ERRY .AN D ERSON @ bocc.citrus.fl.us
County Administrator Search - 2015
Gary W. Hester, Deputy County Manager
Polk County, Florida; population 635,000
330 West Church Street
Bartow, FL 33831
Ce11 863-287-8438
Gary Hester a?polk-cuuntv.net
Fire Rescue Services Director (Fire Chief) Search - 2016
The Mercer Croup, Inc. For the Village Manager of Key Biscayne, Florida Page 16
IV. CITY/COUNTY/ MANAGERS & ADMINISTRATORS
The Followinz Lists of Searches are limited to C!TY/COI1NTY :4L4t4: iGFRS &
ADMINISTRATORS to avoid the lists h. einr voluminous.
C itv ivtanazers/AUminIstrators
Alachua, Florida - City Manager - 2001
Alamogordo, New Mexico - City Manager - 2009
Albany, Georgia - Assistant City Manager (Limited Scope Search) - 2000
Angel Fire, New Mexico - Village Manager - 2011
Angel Fire, New Mexico - Town Administrator (Limited Scope Search) - 2000
Andrews, Texas - City Manager - 2000
Ann Arbor, Michigan - City Administrator - 2001
Ann Arbor, Michigan - City Administrator - 1995
Ann Arbor, Michigan - City Administrator - 1988
Arkansas City, Kansas - City Manager - 2006
Arlington, Texas - City Manager - 2011
Aspen, Colorado - City Manager - 1989
Athens/Clarke County Unified Government, Georgia - Manager - 2000
Athens/Clarke County Unified Government, Georgia - Manager - 1995
Augusta, Georgia - Administrator - 2014
Aurora, Colorado - City Manager - 1989
Austin, Texas - City Manager - 1988
Avondale, Arizona - City Manager - 2000
Aztec, New Mexico - City Manager - 2009
Bangor, Maine - City Manager - 2010
Barrington, Illinois - Village Manager - 1998
Bay City. Michigan - City Manager - 2003
Beavercreck, Ohio - City Manager - 2003
Beacon, New York - City Administrator - 2015
Belding, Michigan - City Manager - 1999
Bellaire, Texas - City Manager - 1996
Billings, Montana City Administrator - 2017
Billings, Montana - City Administrator - 2006
Billings, Montana - City Administrator - 2003
Billings, Montana - City Administrator - 1999
Billings, Montana - Assistant City Administrator - 2003
Billings, Montana - Deputy City Administrator - 2003
Birmingham. Michigan - City Manager - 2010
Bloomfield, New Mexico - City Manager - 2010
Bloomfield Hills, Michigan - City Manager - 2006
Bloomfield Hills, Michigan - City Manager - 2001
Boca Raton, Florida - Assistant City Manager - 1989
Boulder. Colorado - City Manager - 2008
Boulder, Colorado - City Manager - 2002
Bowie, Maryland City Manager - 2016
Boynton Beach, Florida - City Manager — 1999
The Mercer Group, Inc. for the Village Manager of Key Biscayne, Florida
Page 17
Bridgeport, Texas - City Administrator - 2010
Bristol, Tennessee - City Manager - 2013
Bryan, Texas - City Manager - 2006
Cairo, Georgia - City Manager - 1995
Canadian, Texas - City Manager - 2010
Cape Coral, Florida - City Manager - 1996
Carpentersville, Illinois - Village Manager - 2001
Carrboro, North Carolina - Town Manager - 2003
Casa Grande, Arizona - City Manager - 2003
Casselberry, Florida - City Manager (Limited Scope Search) - 2003
Centennial, Colorado - City Manager - 2007
Centennial, Colorado - City Manager - 2001
Centennial, Colorado - Assistant City Manager - 2006
Champaign, Illinois - Assistant City Manager - 2007
Charlotte, North Carolina - City Manager - 2008
Charlotte, North Carolina - City Manager - 1996
Charlotte, North Carolina - City Manager - 1981
Charlotte, North Carolina - Deputy City Manager (Limited Scope Search) - 2000
Chesapeake, Virginia - City Manager - 2012
Chesapeake, Virginia - City Manager - 1996
*Chesapeake, Virginia - City Manager - 2009
*Chesapeake, Virginia - City Manager - 2006
Chesapeake Beach, Maryland - Town Administrator - 2014
Clayton, Missouri - City Manager - 2003
Cleburne. Texas - City Manager — 2011
Cleveland, Tennessee — City Manager - 2016
*Clifton Forge, Virginia - City Manager - 2006
*CIoverdale, California - City Manager - 2001
College Park, Georgia - City Manager - 2013
College Park, Georgia - City Manager - 2008
College Park. Georgia - City Manager - 2002
College Park, Maryland - City Manager - 2015
College Park, Maryland - City Manager - 2004
College Park, Maryland - City Manager - 2002
College Station, Texas - City Manager - 2006
College Station, Texas - Assistant City Manager (2) - 2006
*Colma, California - City Manager - 1998
Columbia, South Carolina - City Manager - 2009
Columbia, South Carolina - City Manager - 1997
Columbus. Georgia - City Manager - 1995
Concord, North Carolina - City Manager — 1999
Coral Springs, Florida - Assistant City Manager - 2000
*Cotati. California - City Manager - 1997
Coventry, Rhode Island - Town Manager — 2015
Covington, Georgia - City Manager — 2013
Covington, Washington - City Manager — 2006
Creedmoor, North Carolina - City Manager - 2015
Culpeper. Virginia - Town Manager — 2000
The Mercer Group, Inc. for the Village Manager of Key Biscayne, Florida Page 18
*Daly City, California - Assistant City Manager - 1995
Danville, Kentucky - City Manager - 2011
Danville, Virginia - City Manager - 1999
*Danville, Virginia - City Manager - 2008
Davie. Florida - Town Administrator - 1999
Dayton, Ohio - City Manager - 2006
Dayton, Ohio - Assistant City Manager/Operations - 2007
Dayton, Ohio - Assistant City Manager/Economic Development - 2007
Daytona Reach, Florida - City Manager - 2002
Decatur, Illinois - City Manager - 2008
Decatur, Illinois - City Manager - 1987
Deerfield Beach, Florida - City Manager - 1989
DeKalb, Illinois - City Manager -1998
Delaware, Ohio - City Manager - 1998
Delray Beach, Florida - City Manager - 2017
Delray Beach, Florida - City Manager - 1986
Delta, Colorado - City Manager - 2015
Deltona, Florida - City Manager - 2015
Derby, Kansas - City Manager - 2001
Des Moines. Iowa - City Manager - 2014
Dothan, Alabama - City Manager - 2002
Downers Grove, Illinois - Village Manager - 2005
Dublin, Ohio - City Manager - 2008
Durham, North Carolina - City Manager - 2008
Durham, North Carolina - City Manager - 2004
East Point, Georgia - City Manager - 2014
East Point, Georgia - City Manager - 2012
East Point, Georgia - City Manager - 1999
East Point, Georgia - City Manager - 1996
Eau Claire, Wisconsin - City Manager - 2006
Elkhart, Kansas - City Administrator (Limited Scope Search) - 2000
Eloy, Arizona - City Manager - 2000
El Paso, Texas - City Manager 2004
El Reno, Oklahoma - City Manager - 2006
Enid, Oklahoma - City Manager - 1997
*Encinitas, California - City Manager - 1999
Erie, Colorado - Town Administrator - 201 1
Espanola, New Mexico - City Manager - 2008
Estes Park, Colorado - Town Administrator - 2011
Eustis, Florida - City Manager - 2007
Evanston, Illinois - City Manager - 1996
Fairfield, Iowa - City Administrator - 2010
Fairmont, Minnesota - City Administrator - 1988
*Fayetteville, North Carolina - City Manager - 2008
Federal Heights, Colorado - City Manager - 2007
Federal I-Ieights, Colorado - City Manager - 2004
Federal Way, Washington - City Manager - 1999
Flint, Michigan - City Administrator 2001
The Mercer Group, Inc. For the Village Manager of Key Biscayne, Florida Page 19
Florence, South Carolina - City Manager - 1996
Florence, South Carolina - City Manager - 2011
Fort Lauderdale, Florida - City Manager - 1998
Fort Smith, Arkansas - City Administrator - 2008
Fort Smith, Arkansas - City Administrator - 2006
Fountain Hills, Arizona - Town Manager - 2011
Fountain Hills, Arizona - Town Manager - 2002
Frankfort, Kentucky - City Manager - 2003
Franklin Village, Michigan - Village Administrator - 1998
Gainesville, Florida - City Manager - 2005
Gainesville, Florida - City Manager - 1995
Galesburg. Illinois - City Manager - 2006
Gastonia, North Carolina - City Manager - 2007
Glen Ellyn, Illinois - Village Manager - 2008
Glen Ellyn, Illinois - Village Manager - 2006
Glencoe, Illinois - Village Manager - 2000
Glendale, Arizona - Assistant City Manager - 2010
Glendale. Arizona - Deputy City Manager (2 Positions) - 2004
Glenview, Illinois - Village Manager - 2004
Glenwood, Illinois - Village Administrator - 2008
Glenn Heights, Texas - City Manager - 2006
Goldsboro, North Carolina - City Manager - 2011
Goldsboro, North Carolina - City Manager - 2004
Goodyear, Arizona - City Manager - 2007
Grand Island, Nebraska - City Administrator - 2007
Grand Ledge, Michigan - City Administrator - 1999
Granville, Ohio - Village Manager - 2005
Great Falls, Montana - Deputy City Manager - 2016
Greeley, Colorado - Deputy City Manager - 2006
Green Cove Springs, Florida - City Manager (Limited Scope Search) - 1997
*Greenfield, California - City Manager - 1998
*Greenville, North Carolina - City Manager - 2007
Gulfport, Florida - City Manager - 2003
Gulfport, Florida - City Manager - 1989
GVR Metropolitan District, Green Valley Ranch, Denver, Colorado - District Manager - 2008
llampton, Virginia - City Manager - 2009
Hampton, Virginia - City Manager - 1984
Hartford, Vermont - Town Manager - 2015
*Healdsburg, California - City Manager - 1995
Highland Park, Michigan - Interim City Manager - 2002-2003
Hobbs, New Mexico - City Manager - 2002
Holland, Michigan - City Manager - 2011
Howell, Michigan - Deputy City Manager for Financial Services - 2004
Huber Heights, Ohio - City Manager - 2000
IIudson. Ohio - City Manager - 1997
Hyattsville, Maryland - City Administrator - 2010
Indian Rocks Beach, Florida - City Manager (Limited Scope Search) - 1997
Indian Rocks Reach, Florida - Interim City Manager (Assist) — 2005
The Mercer Group, loc. for the Village Manager of Key Biscayne, Florida Page 20
Indian Trail, North Carolina - Town Manager - 2009
Jackson, Michigan - City Manager - 2004
Jackson, Michigan - City Manager - 1996
Jacksonville, North Carolina - City Manager - 2010
Jacksonville, North Carolina - City Manager - 2005
Jacksonville, North Carolina - City Manager - 1998
Jacksonville, North Carolina - Assistant City Manager - 2007
Johns Creek, Georgia - City Manager - 2006
Johnson City, Tennessee - City Manager - 2005
Joplin. Missouri - City Manager - 2014
Joplin, Missouri - City Manager - 2004
Kent, Ohio - City Manager - 2005
Kent, Ohio - City Manager - 1997
Kiawah Island, South Carolina - Town Administrator - 2015
Kingsport, Tennessee - City Manager -1999
Lakeland, Florida - City Manager - 2003
Lakeland, Florida - Assistant to the City Manager - 2004
*Lakeport, California - City Manager - 2001
Lake Worth, Florida - City Manager - 2009
Las Cruces, New Mexico - City Manager - 2016
Las Vegas, New Mexico - City Manager - 2009
Laurinburg, North Carolina - City Manager - 1999
Lapeer, Michigan - City Manager - 2002
Largo, Florida - City Manager - 2016
Las Cruces, New Mexico - City Manager - 2015
League City. Texas - City Manager - 2012
League City, 'fcxas - City Administrator - 2009
League City, Texas - Assistant City Manager for Public Works - 2009
League City, Texas - City Administrator - 2004
Lebanon, New Hampshire - City Manager - 2015
Lee's Summit, Missouri - City Manager - 2008
Liberty, Texas - City Manager - 2007
Littleton, Colorado - City Manager - 201 1
*Livermore, California - City Manager - 2000
*Livermore, California - Assistant City Manager - 2001
Longboat Key, Florida - Town Manager - 1997
Longboat Key, Florida - Town Manager - 1993
Longboat Key, Florida - Assistant Town Manager - 1996
*Los Altos, California - City Manager - 1998
Los Angeles, California - Chief Legislative Analyst - 2005
Louisville, Ohio - City Manager - 2001
Macon, Georgia - Chief Administrative Officer - 2008
Manistee, Michigan - City Manager 2001
Marco Island, Florida - City Manager - 2017
Marco Island, Florida - City Manager - 2004
Martinsville, Virginia - City Manager - 2004
Mason, Ohio - City Manager - 2006
Matthews. North Carolina - Town Manager - 2002
The Mercer Group, inc. for the Village Manager of Key Biscayne, Florida Page 21
McAlester. Oklahoma - City Manager (Limited Scope Search) - 2006
McKinney, Texas - Assistant City Manager - 2006
Melbourne, Florida - City Manager - 2002
Middletown, Ohio - City Manager - 1984
Middletown, Pennsylvania - Borough Manager - 2001
Midland, Texas - City Manager - 2008
*Mill Valley, California - City Manager - 1999
Milliken, Colorado - Town Administrator - 2014
Minnetonka, Minnesota - City Manager - 2000
Minster. Ohio - Village Administrator - 1986
Monroe, Michigan - City Manager - 1992
Monmouth, Illinois - City Administrator - 2007
Montgomery, Illinois - Village Manager - 2000
Mooresville, North Carolina - Town Manager - 2008
*Morgan Hill, California - City Manager - 1996
Mound, Minnesota - City Manager - 2000
Mount Holly, North Carolina - City Manager - 2007
Muscatine, Iowa - City Administrator - 2009
Naples, Florida - City Manager - 2007
Naples, Florida - City Manager - 2003
Negaunee, Michigan - City Manager - 2004
Newburgh, New York - City Manager - 2010
Newport News, Virginia - City Manager - 2005
New Carrollton, Maryland - City Administrative Officer - 2016
New Shoreham, Rhode Island - Town Manager - 2016
Norfolk, Virginia - City Manager - 1999
North Miami. Florida - City Manager - 2002
Northglcnn, Colorado - City Manager - 2001
Northville Township, Michigan - Township Administrator - 1999
North Myrtle Beach, South Carolina - City Manager - 2010
North Myrtle Beach, South Carolina - City Manager - 2003
North Myrtle Beach, South Carolina - City Manager - 1997
North Myrtle Beach, South Carolina - Assistant City Manager - 2008
North Port, Florida - Assistant City Manager (Limited Scope Search) - 2003
North Port, Florida - Assistant City Manager (Limited Scope Search) - 2002
*Novato; California - Assistant City Manager - 2002
Oak Ridge, Tennessee - City Manager - 2010
Oak Ridge, Tennessee - City Manager - 2003
*Oakland Park, Florida - Assistant City Manager - 2004
*Oakland Park, Florida - Assistant City Manager - 2002
Oklahoma City, Oklahoma - City Manager - 1986
Oneonta, New York - City Manager - 2012
Orlando. Florida - Chief Administrative Officer - 2005
Overland Park, Kansas - City Manager - 2010
Oxford, North Carolina, City Manager - 2017
Oxford. Ohio - City Manager - 2007
*Oxnard, California - City Manager - 1997
Paducah. Kentucky - City Manager - 2010
The Mercer Group, Inc. for the village Manager of Key Biscayne, Florida Page 22
Pagosa Springs, Colorado - Town Manager - 2008
Parker, Colorado - Town Administrator - 2005
Peoria, Illinois - City Manager - 2008
Payson, Arizona - Town Manager - 2002
*Petaluma, California - City Manager - 1996
Petoskey. Michigan - City Manager - 2014
Phoenix, Arizona - City Manager — 1989
Piqua, Ohio - City Manager - 2005
Pittsburg, Kansas - City Manager - 2012
Plainview, Texas - City Manager - 2003
Plant City, Florida - City Manager - 2014
Pocomoke City, Maryland - City Manager - 2015
Pompano Beach, Florida - City Manager - 2009
Ponce inlet, Florida - Town Manager - 2001
Port Arthur, Texas - City Manager - 2011
Port Huron, Michigan - City Manager - 1997
Port Orange, Florida - City Manager - 2015
Portsmouth, Virginia - City Manager - 2015
Portsmouth, Virginia — Deputy City Manager - 2015
Portsmouth, Virginia - City Manager - 2000
*Portsmouth. Virginia - City Manager 2009
Poughkeepsie, New York — City Administrator - 2016
Powder Springs, Georgia - City Manager - 2006
Prairie Village, Kansas - City Administrator - 2007
Punta Gorda, Florida - City Manager - 2004
Punta Gorda, Florida - City Manager - 1998
Punta Gorda. Florida - City Manager - 1995
Questa, New Mexico - Village Administrator - 2011
Raleigh, North Carolina - City Manager - 2000
Raton, New Mexico - City Manager - 201 1
Reading, Pennsylvania - Managing Director - 2003
*Reno, Nevada - City Manager - 1995
Richland, Washington - City Manager — 2007
Richland, Washington - City Manager - 1998
Richland, Washington - City Manager (Limited Scope Search) - 2000
Richmond. Michigan - City Manager - 1998
Richmond, Virginia - Chief Administrative Officer - 2009
Rio Rancho, New Mexico - City Administrator - 2003
Roanoke, Virginia - City Manager - 1999
Rock Hill, South Carolina - City Manager - 2001
Rock Hill, South Carolina - City Manager - 1993
Rocky Hill, Connecticut - Town Manager - 2014
Rockport, Texas - City Manager - 2011
Rockville, Maryland - City Manager - 1998
Rosenberg, Texas — City Manager — 2015
Safety Harbor, Florida - City Manager - 2006
Saint Clair Shores, Michigan - City Manager — 2013
Sandy Springs, Georgia - City Manager — 2005
The Mercer Group, Inc. for the Village Manager of Key Biscayne, Florida Page 23
San Diego, California - Deputy City Manager - 1988
*San Diego, California - Assistant City Manager - 2000
*San Rafael, California - City Manager - 1996
*Santa Rosa, California - City Manager - 2000
Sarasota., Florida - City Manager - 2007
Sarasota, Florida - City Manager - i 986
Saratoga, California - City Manager - 2000
*Saratoga, California - City Manager - 1997
Savannah, Georgia - City Manager - 1994
Scottsdale, Arizona - City Manager - 2016
Sheridan, Colorado - City Manager - 2011
Snellville. Georgia - City Manager - 2008
*Solana Beach, California - City Manager - 2002
South Brunswick Township, New Jersey - Township Administrator - 1987
South Haven, Michigan - City Manager - 1999
Southlakc, "Texas - Assistant City Manager - 2005
South Miami, Florida - City Manager - 2010
South Miami, Florida - City Manager - 2003
Southfield, Michigan - City Administrator - 1999
Sparks. Nevada - City Manager - 1989
Spartanburg, South Carolina - City Manager - 2001
Spartanburg, South Carolina - City Manager - 1995
Spartanburg, South Carolina - City Manager - 1984
St. Cloud, Florida - City Manager - 2015
St. Pete Beach, Florida - City Manager - 2001
St. Petersburg. Florida - Deputy City Manager Public Works - 1988
Suffolk, Virginia - City Manager - 2002
Sun'n Lake Sebring Improvement District, Florida - General Manager - 2006
Sun'n lake Sebring Improvement District, Florida - General Manager - 2004
Sun'n Lake Sebring Improvement District, Florida - General Manager - 2002
Sunrise, Florida - City Manager - 1989
Sun Valley, Idaho - City Administrator - 2012
Superior, Colorado - Town Manager - 2006
Swartz Creek. Michigan - City Manager - 2000
Taos, New Mexico - City Manager (Limited Scope) - 2012
Takoma Park. Maryland - City Manager - 2015
Takoma Park, Maryland - City Manager - 2013
Takoma Park, Maryland - City Manager - 2004
Talladega, Alabama - City Manager - 2008
Talladega, Alabama - City Manager - 2003
'Tallahassee, Florida - City Manager - 1994
Temple, Texas, City Manager - 2004
Temple Terrace, Florida - City Manager - 2016
*The Sea Ranch - Community Manager - 2002
*Tiburon, California - City Manager - 2000
Tifton, Georgia - City Manager - 2007
Tifton, Georgia - City Manager - 1996
Timnath, Colorado - Town Manager - 2011
The Mercer Group, Inc. for the Village Manager of Key Biscayne, Florida Page 24
Tipp City, Ohio - City Manager - 2008
Topeka, Kansas - Chief Administrative Officer - 2002
*Tracy, California - Deputy City Manager - 1999
Traverse City, Michigan - City Manager - 1987
Treasure Island. Florida - City Manager - 2004
Treasure Island, Florida - City Manager - 1996
Trophy Club, Texas - Town Manager - 2010
Troy, Michigan - City Manager - 2012
'fucson, Arizona - City Manager - 2004
*Union City, California - City Manager - 1995
Union City, Georgia - City Administrator - 2007
University City, Missouri - City Manager - 2005
Vero Beach, Florida - City Manager - 2004
Villa Park, Illinois - Village Manager - 2011
Virginia Beach, Virginia - City Manager - 1991
Virginia Beach, Virginia - Deputy City Manager - 1987
Wentzville, Missouri - City Administrator - 2013
Wentzville, Missouri - City Administrator - 2012
Westminster, Colorado - City Manager - 2000
Westminster, Maryland - City Administrator 2006
Westminster, Maryland — City Administrator - 2016
West Palm Beach, Florida - City Manager - 1988
Westerville, Ohio - City Manager - 2007
White House, Tennessee - City Administrator - 2012
White House, Tennessee - City Administrator - 2005
Wichita, Kansas - City Manager (Limited Scope Search) - 2008
Wichita Falls, Texas - City Manager — 2005
Wilmington, North Carolina - City Manager - 2002
Wilmington, North Carolina - Deputy City Manager - 2003
Wilson, North Carolina - City Manager - 2004
Winchester, Virginia - City Manager - 2011
Winter Haven, Honda - City Manager - 2001
Winter Haven, Florida - City Manager - 1986
Woodstock, Georgia - City Manager - 2008
Worcester, Massachusetts - City Manager - 1993
Worthington, Minnesota - City Manager - 1988
Worthington, Ohio - City Manager - 2007
Wylie. Texas - City Manager - 2004
Yankton, South Dakota - City Manager - 2012
York, Pennsylvania - Business Administrator & Assistant Solicitor - 2000
County Managers/Administrators
Alachua County, Florida - County Manager - 1999
Alachua County, Florida - County Manager —1984
Arapahoe County, Colorado - County Administrator -1999
Archuleta County, Colorado - County Administrator - 2013
Athens/Clarke County Unified Government, Georgia - Manager — 1995
The Mercer Group, Inc. for the Village Manager of Key Biscayne, Florida
Page 25
Athens/Clarke County Unified Government, Georgia - Manager - 2001
Beaufort County, South Carolina - County Administrator - 1992
Bemalillo County, New Mexico - County Manager — 201 1
Brevard County, Florida — County Manager - 2017
Broward County, Florida - Assistant to the County Administrator for Affordable I lousing - 2004
Charleston County, South Carolina - County Administrator - 2008
Charleston County, South Carolina - County Administrator - 1998
Charlotte County, Florida - County Administrator - 2002
Charlotte County, Florida - County Administrator - 1995
Chesterfield County, Virginia - County Administrator - 1983
Citrus County, Florida - County Administrator - 2014
Clarke County. Georgia - County Administrator - 1984
Collier County, Florida - County Administrator (Limited Scope Search) - 2000
Cumberland County, North Carolina - County Manager - 2014
DeSoto County, Florida - County Administrator - 2005
Forsyth County, Georgia — County Manager - 2017
Gaston County, North Carolina - County Manager - 2013
Grady County, Georgia - County Administrator (Limited Scope Search) - 1999
Gwinnett County, Georgia - County Manager - 1987
Gwinnett County, Georgia - Executive Assistant to the Board - 1985
Hamilton County, Ohio - County Administrator - 2005
Henry County, Georgia - County Administrator - 1984
I lernando County, Florida - County Administrator - 2000
l lillsborough County, Florida - County Administrator - 1986
Hillsborough County, Florida - Deputy County Administrator -- 2004
Hillsborough County, Florida - Assistant County Admin. Human Services - 2004
Hillsborough County, Florida - Assistant County Admin. Development & lnfrastructure - 2006
Horry County, South Carolina - County Administrator - 2009
Indian River County, Florida - County Administrator - 1987
Jackson County, Missouri - Chief Administrative Officer - 2007
Jackson County, Missouri - Deputy Chief Administrative Officer - 2007
Johnson County, Kansas - County Administrator - 1998
Lee County, Virginia - County Administrator - 1991
Leon County, Florida - County Administrator - 1989
Leon County, Florida - Assistant County Administrator - 1989
Long County, Georgia - County Administrator - 2008
Los Alamos County, New Mexico - County Administrator - 2003
Los Alamos County, New Mexico - County Administrator - 1998
Lowndes County, Georgia - County Manager - 2001
Manatee County, Florida - County Administrator - 1993
Manatee County, Florida - County Administrator - 1984
Martin County, Florida - Assistant County Administrator - 2006
Mesa County, Colorado - County Administrator - 2011
Northampton County, Virginia - County Administrator - 1999
*Nye County, Nevada - County Manager — 1998
Oconee County, South Carolina - County Administrator - 2010
Orange County, North Carolina - County Manager — 2009
Orange County, North Carolina - County Manager — 2006
The Mercer Group, Inc. for the Village Manager of Key Biscayne, Florida Page 26
Orange County, North Carolina - County Manager - 1987
Osceola County, Florida - County Administrator - 2003
Palm Beach County, Florida - County Administrator - 1985
Park County, Colorado - County Administrator - 2011
Pickens County, South Carolina - County Administrator - 2016
Pinal County, Arizona - County Manager - 2013
Polk County, Florida - County Administrator -1989
Powhatan County, Virginia - County Administrator - 2017
Prince William County, Virginia - County Executive - 1990
Ramsey County, Minnesota - County Manager - 1999
Richland County, South Carolina - County Administrator - 2006
Richland County, South Carolina - County Administrator - 2016
St. Louis County, Minnesota - County Administrator - 1987
Santa Rosa County. Florida - County Administrator - 1988
Sarasota County, Florida - County Administrator - 2011
Spartanburg County, South Carolina - County Administrator - 1999
Stafford County, Virginia - County Administrator - 2002
Summit County. Colorado - County Manager - 2007
Summit County, Colorado - County Manager - 2001
Sumter County, Florida - County Administrator - 2011
Sumter County, Florida - County Administrator - 2005
Sumter County, Florida - Interim Assistant County Administrator/Admin. Services Dir, - 2006
Sumter County, Georgia - County Administrator - 2011
Union County, North Carolina - County Manager - 2008
Union County, North Carolina - County Manager - 2001
Union County, North Carolina - Assistant County Manager - 2007
Volusia County, Florida - County Manager - 1995
Wise County, Virginia - County Administrator - 2001
BALANCE. OF THIS PAGE INTENTIONALLY LEFT BLANK
The Mercer Group, inc. for the Village Manager of Key Biscayne, Florida Page 27
APPENDIX
The Mercer Group, Inc_ for the Village Manager of the Village of Key Biscayne, Florida
APPENDIX "A"
ACKNOWLEDGEMENT, WARRANTY AND ACCEPTANCE.
A_ Consultant warrants that it is willing and able to comply with all applicable State of
Florida laws, rules and regulations.
B. Consultant warrants that they have read, understand and are willing to comply with all
of the requirements of the RFP and the addendum/ addenda nos.
C. Consultant warrants that it will not delegate or subcontract its responsibilities under an
agreement without the prior written permission of the Council.
11 Consultant warrants that all information provided by it in connection with this
proposal is true and accurate.
E. CONTINGENCY FEE AND CODE OF ETHICS WARRANTY:
Consultant warrants that neither it, nor any principal, employee; agent, representative or
family member has promised to pay, and Consultant has not, and will not; pay a fec the
amount of which is contingent upon the Village of Key Biscayne awarding this contract.
Consultant warrants that neither it, nor any principal, employee, agent, representative has
procured, or attempted to procure, this contract in violation of any of the provisions of the
Miami -Dade County conflict of interest and code of ethics ordinances_ Further, Consultant
acknowledges that a violation of this warranty will result in the termination of the contract
and forfeiture of funds paid, or to be paid, to the Consultant, if the Consultant is chosen for
performance of the contract_
77/
Signature of Official
Name (typed): _ W. D. Higginbotham, Jr_
Title:
Senior Vice President
Consultant:
THE MERCER GROUP. INC.
Date: December 15.2017
Appendix -A Page 1 of 1
The Village of Key Biscayne, Horida
RFP for Executive Search Firm for Village Manager No_ 2017-11-17
Page 11
APPENDIX "D"
NON -COLLUSIVE; AFFFI)AV1'1
State of Florida
SS:
County of Volusb
W. D. Higginbotham, Jr., Senior Vice President being first duly sworn, deposes and says
that:
(1) He/she is the, (Owner, Partner, Officer, Representative or Agent) of:
THE MERCER GROUP, INC. the Consultant that has submitted the attached
Proposal;
(2) He/she is fully informed respecting the preparation and contents of the attached
Proposal and of all pertinent circumstances respecting such Proposal:
(3) Such Pnrfx►sa1 is t>enuinc and is not a collusive or a share Proposal;
(4) Neither the said Consultant nor any of its officers, partners, owners, agents.
representatives, employees or partirrs in interesi, including this affiant. have in any way
colluded, conspired, connived or agreed, directly or indirectly, with any other Consultant or
person to submit a collusive or share response in connection with the work for which the
attached Proposal has been submitted, or to refrain from responding in connection with such
work, or have in any manner, directly or indirectly, sought by agreement or collusion,
communication, or conference with any Consultant or person to fix this Proposal or to secure
through any collusion, conspiracy, connivance, or unlawful agnxment, any advantage against
the Village, or any person interested in the proposed Work;
Signed, sealed and delivered
In the presence of
B
(Printed Name)
Senior Vice President
Appendix -B Page 1 of 2
(Title)
The Village of Key Biscayne, Florida
RFP for Executive Search Firm for Vi l lags Manager No. 2017-11-17 Page 12
ACKNOWLEDC'MEN7
State of Florida
County of Volusia
On this 15 day of r 20/?beforc me, the
urndcrsig nod
Notary Public of the State of Florida personally appeared
W. D. Higginbotham, Jr.
and whose names) is/are subscribed to the within instrument, and he/she/ hey
acknowledge that he/she/they executed it.
WEI NhSS my hand
and official seal
NOTARY PUBLIC FATE OF FLORIDA
NOTARY PUBLIC
SEAL O. OFFICE:
_ 0110
(Name of Notary Public: Print, Stamp or
Type as commissioned.)
otPersona IFEOwn to it . or
o Produced identification:
Ty c of identification Produced)
d take an oath. or
..S\,...&
o Did not take an oath.
Appendix -B Page 2 of 2
fhe Village of Key Biscayne, Florida
RFP for Executive Search Firm for Village Manager No. 2017-11-17
Page 13
APPENDIX "C"
SWORN STATEMENT PURSUANT TO
SECTION 287.133 (3)(a) FLORIDA STATUES, ON PUBLIC ENTITY CRIMES
THIS FORM MUST BE SIGNED AND SWORN TO IN THE PRESENCE OF A NOTARY
PUBLIC OR OTHER OFFICIAL AUTHORIZED TO ADMINISTER OATHS.
1. This sworn statement is submitted to the VILLAGE OF KEY BISCAYNE, FLORIDA
By W. D. Higginbotham, Jr., Senior Vice President
For THE MFRCFR GROUP, INC_
Whose business address is: 3245 S. Atlantic Ave_, Suite 607, Daytona Beach Shores, FL 32118
And (ifapplicable) its Federal Employer Identification Number (FEIN) is: 55-1377(
68
(if the entity has no FEIN, include the Social Security Number of the individual signing this
Swore statement - S.S. r )
2. 1 understand that a "public entity crime" as defined In Paragraph 287.133(1)(g), Horida
Statutes, ions a violation of any state or federal law by a 1,;:.cson with respect to and
directly related to the transaction of business with any public entity or with any agency or
political subdivision of any other State or of the United States, including, but not limited
to, any Proposal or contact for goods or services to be provided to any public entity or an
agency or any political subdivision of any other state or of the United Sates and involving
antitrust fraud, theft, bribery, collusion, racketeering, conspiracy, or material
misn:prescntation
3. 1 understand that "convicted" or "conviction' as defined in Paragraph 287.133(1)(b),
Florida Statutes means a finding of guilt or a conviction of a public entity crime, with or
without an adjudication of guilt, in any federal or state trial court of record relating to
charges brought by indictment or information after July 1, 1989, as a result or a jury
verdict, non jury trial, or entry of a plea or guilty or nab contenders_
4. I understand that an "affiliate" as defined in Paragraph 287.133(1)(a), Florida Statutes,
and means'
A. A predecessor or successor of a person convicted of a public entity crime; or
Appendix -C Page 1 of 3
The Village of Key Biscayne, Florida
RFP for Executive Search Firm for Village Manager No. 2017-11-17
Page 14
B. An entity under the control of any natural person who is active in the
management of the entity and who has been convicted of a public entity
crime. The term "affiliate"' includes those officers, directors, executives,
partners, shareholders, employees, members, and agents who are active in the
management of an affiliate.
The ownership by one person of shares constituting a controlling Interest in another
person, ore pooling of equipment or income among persons when not for fair
market value under an arm's length agreement, shall be a prima facie case that one
person controls another person_ A person who knowingly enters into a joint venture
with a person who has been convicted of a public entity crime in Florida during the
preceding 36 months shall be considered an affiliate.
S. I understand that a "person" as defined in Paragraph 287.133(1)(e), Florida Statutes,
means any natural person or entity organized under the laws or any state or of the United
States with the legal power to enter into a binding contract and which Proposals or applies to
Propoil on contracts for the provision of goods or services let by a pnhlic entity, or which
otherwise transacts or applies to transact business with a public entity. The term "person"
includes those officers, directors, executives, partners, shareholders, employees, members,
and agents who are active in management of any entity.
Signed, sealed and delivered
In the presence_
W. D. Higginbotham, Jr.
(Printed Name)
Senior Vice President
(Title)
AppendLx-C Page 2 of 3
The Village of Key Biscayne, Florida
REP for Executive Search Firm ror Village Manager No. 2017-11-17
Page 15
ACKNOWLEDGMENT
State of Florida
County of Volusia
On this 15 day of, 20 r1, before me. the undersigned Notary Public
of the State of Florida personally appeared W. D. Higginbotham, Jr_, Senior Vice President
and whose name(s) is/are subscribed to the within instrument, and he/she/they acknowledge
that he/she/they excuted it
1 TTNESS my hand
and official seal
NOTARY PUBLIC
SEAL OF OFFICE:
4
CHRISlY TEELF
Waxy Pubic. State of Florida
Commissions FF 980553
My COMM- MOMS May 4.2020
NOTARY PUBLIC. 1` ATE OF FL I RIDA
%r)
(Name of Notary Public`. Print, Stamp or
T as commissioned.)
ersonally known to me. or
o Produced identification:
ne e
y
(T �pe of Identification Produced)
id take an oath_ or
o Did not take an oath.
Appendix -C Page 3 of 3
'The Village of Key Biscayne_ Florida
RFP for Executive Search Firm for Village Manager No. 2017-11-17 Page 16
APPENDIX "D"
PRICE PROPOSAL
I have carefully examined the Request for Proposals and any other documents accompanying
or made a part of this Request for Proposal.
1 certify that all information contained in this proposal is truthful to the best (Amy knowledge
and belief. 1 further certify that 1 am duly authorized to submit this proposal on behalf of the
firm as its act and deed and that the firm is ready, willing and able to perform if awarded the
con tract
I further certify, under oath, that this proposal is made without prior understanding,
agreement, centre .lieu, discussion, or collusion with any other poison, fins or corporation
submitting a proposal for the same product or service; no officer, employee or agent of the
Village of Kcy Biscayne or any other proposer is interested in said proposal; and that the
undersigned executed this Proposer's Certification with full knowledge and understanding of
the matters therein contained and was duly authorized to do so.
For perforn wie1. of tltc contract to provide the goods and services to the Village of Kcy
Biscayne in full accordance with the terms and conditions of the Request for Proposal, the
undersigned Proposer hereby proposes firm, fixed prices of
• Executive Search Firth Services (including all the Services, materials, travel
expenses, etc., required for completion of the Services):
Fifteen thousand seven hundred and fifty
THE MERCER GROUP. INC.
W. D. Higginbotham, Jr., Senior Vice President
(Title of Authorized Representative)
END OF DOCUMENT
dollars ($ 15,750.00
The Village of Key Biscayne. Florida
RFP for Executive Search Firm for Village Manager No. 2017-11-17
Page 17
APPENDIX "E"
State of Florida
Department of State
I certify from the records of this office that THE MERCER GROUP, INC_ is a
Georgia corporation authorized to transact business in the State of Florida,
qualified on November 9, 2001.
The document number of this corporation is F01000005891 -
I further certify that said corporation has paid all fees due this office through
December 31, 2017, that its most recent annual report/uniform business report
was filed on January 9, 2017, and that its status is active.
1 further certify that said corporation has not filed a Certificate of Withdrawal.
Given under my hand and the
Great Seat of ike State of Florida
at Tallahassee, Ike t apical, this
the Third day of March, 2017
Secretary of State
Tracking Number: Cf12332993363
To authenticate this certifiicate,visit the following site,enter this number, and then
fallow the instructions displayed.
baps-//servicessunb¢org/Flings/CertificateOtSiatnslCertificateA,rtientiution
i