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08 City Mgr-The Mercer Group . The Mercer Group, lue. W Consultants To Management Jim C. Blagg Senior Vice President 3133 Thomas Avenue, Suite A Dallas, Texas 7S2O4 (972) 74O-35t9 . FAX (214) 922-oosr E-mail, mercertx@sbcglobaLnet . www.mercergroupinc,com City of Paris Proposal for Executive Search Services for the Position of City Manager March 17. 2004 THE MERCER GROUP, INC. 3133 Thomas Avenue, Suite A Dallas, TX 75204 972.740.3519 214.922.0081 FAX The Mercer Gronp~ Inc. Consultants To Management E " March 17,2004 . .. 3133 THOMAS AVENUE. SUITE A DALLAS. TEXAS 75204 phone 972,740.3519 Mr. Gene Anderson, Director of Finance City of Paris PO Box 9037 Paris, TX 75461 fax 214.922.0081 0 Dear Mr. Anderson: co The Mercer Group, Inc. is pleased to submit a letter proposal along with a detailed cost proposal to the City of Paris to conduct an executive search for a new City Manager. We are quite active in the public and private seetors, either currently eonducting or having just completed searches for positions for several organizations around the country, We have conducted over 200 executive searches in the last three years, including 87 searches for City Managers in such communities as: Wylie, TX; Plainview, TX; Boulder, Colorado; College Park, GA; Daytona Beach, FL; Flint, MI; Northglenn, CO. We have recently completed other searches in Texas including Director of Aviation for the City of Lubbock, TX, Director of Community Development for the City of Mesquite, TX and Police Chief for the City of Bryan, TX. " E ;;: ;;: We are very experienced in City Manager searches, in all size communities. Because we are doing or have reeently completed similar searches, we can also move quickly to meet your needs. Further, we will be working out of our Dallas office. This allows us to bring total objectivity to searches such as the one the City of Paris is contemplating and it will allow us to keep expenses to a minimum. We currently have sufficient staff and time in the Dallas office to meet all of the requirements of the City of Paris ;;: Our Approach After reviewing written materials provided by the City and meeting with you and others of your choice to determine their objectives relative to the search, we would conduct the following steps: I. 2. 3. 4. 5, 6. Analyze of the position and draft a Position Profile. Recruit for the position on a regional and national basis. Invite potential candidates to apply who meet the criteria established by the client. Review and screen applications. Conduct interviews and background checks of selected candidates. Recommend a list of final candidates with a write up, suggested questions and forms. Coordinate final interviews, conduct final background checks, negotiation and follow-up. email mercertx@sbcglobal.net 7, Our approach is highly interactive and significantly involves the client in all important steps of the process. Schedule Our search process normally takes about 90 to 120 days from date of approval of the Position Profile by the client. The more time we have, within reason, of course, the more effectively we can conduct thorough evaluation and background checks on finalist candidates. Firm Qualifications and Stamn!! Our firm is headquartered in the Atlanta Metropolitan area and has branch offices in Dallas, Texas; Greeley, Colorado; Raleigh, North Carolina; Weimar, California; Phoenix, Arizona; and Santa Fe, New Mexico. I work from the Dallas office. The principal consultant to be utilized for this engagement would be Mr. Jim C. Blagg, Senior Vice President of our firm. Mr. Blagg will be assisted by Mr. James 1. Mercer, President of our firm. Mr. Blagg has had a distinguished career in both the public and private sectors; serving as City Manager and Deputy City Manager in municipalities with populations ranging from 7,000 to 200,000; serving as Chief Executive Officer and Chief Operating Officer of private firms with revenues ranging from $4.0 million to $50.0 million. Jim has been involved in both State and National professional organizations serving as President of the Texas City Management Association and Vice-President, Mountain Plains Region, of the International City/County Management Association. Jim is a recognized leader in local government innovation, being one of the only City Manager's to ever receive two Program Exeellence Awards in one year from the International City/County Management Association. Jim has recently served as adjunct professor of public management at the University of North Texas The quality of our work is evidenced by the amount of repeat business which we receive from our clients. We have a number of minority and women plaeernents in key executive positions and are proud of that record, In the last two (2) years we have placed seventeen (17) minority candidates in various positions across the country. Of those placements, three (3) were Hispanics. One was placed in a City Manager position, one as a Director of Information Services position and one in a City Engineer position. We have also placed fourteen (14) African American candidates in the following positions, City Manager, Assistant City Manager, Director of Planning, Solid Waster Superintendent, Library Director and many other department director level positions. These placements have been in communities such as District of Columbia, Avondale, AZ, Coral Springs, FL, Norfolk, V A and Richmond, V A. Code of Ethics Both Mr. Blagg and Mr. Mercer are members and subscribe to the Code of Ethics of the International City/County Management Association. Additionally, Mr. Mercer is a Certified Management Consultant and subscribes to the Code of Ethics ofthe Institute of Management Consultants. Guarantees We offer several guarantees of our work. The four most important are: L We will keep working until the placement is made. 2. We will not recruit the placement for other positions without your pennission. 3. We will not recruit any of your staff for two years from the date of the placement, without your pennission. 4. If the selected candidate leaves your employ within the first two years, we will redo the search for expenses only. Reasonable Fees Our fees to conduct a search of this type are competitive. An outline of various levels of search services is detailed below. Since we are conducting other consulting work around the country, expenses can be kept to a minimum. References We would be delighted to provide local and national referenees of our work and will do so in a detailed proposal to be submitted at your request. Please eontact me at 972.740.3519 if you have questions. Thank you for the opportunity to present our qualifications. I will look forward to hearing from you. Sincerely, THE MERCER GROUP, INc. City of Paris COST PROPOSAL Our fee for the services outlined is $13,750 plus not-to-exceed expenses of $7,500. Items typical of a similar search with their typical cost break-down are as follows: Profile Development Advertising Identify Quality Candidates Preliminary Sereening & Initial Report Background Interviews and References Finalize Search/Recommend Finalist $1,500 2,250 2,500 3,500 3,000 1,000 $13,750 TOTAL FEE Expenses are for actual and documented consultant travel, lodging and per diem, telephone, correspondence, advertising, postage, delivery services and report preparation. 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 infonnation 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 infonnation available to us. Our liability, if any, will not be greater than the amount paid to us for the services rendered. This proposal constitutes the agreement between us. It cannot be modified except in writing by both parties. Our agreement will be interpreted according to the laws of the State of Texas. REFERENCES You may contact any of the following clients and placements for references on the executive search work of The Mercer Group: John Andersen, Mayor City of Plain view; population: 22,000 901 Broadway Plainview, TX 79702 (806) 296-1105 City Manager Search Mindy Manson, Interim City Manager City of Wylie; population 25,000 2000 St. Hwy. 78 N Wylie, TX 75098 (972) 442-8120 City Manager Search Mary Kaye Moore City Manager City of Bryan; population: 65,000 300 S. Texas Avenue Bryan, TX 77805 (979) 209-5100 Police ChiefSeareh Jeff Moon City Manager City of Orange Beach; population: 3,000; seasonal population; 60,000 4099 Orange Beach Blvd. Orange Beach, AL 36561 (251) 981-6979 Director of Community Development Search Craig Farmer, Director of Planning and Transportation City of Lubbock; population: 201,000 P.O. Box 2000 Lubbock, TX 79457 (806) 775-3308 Director of Aviation Search Mr. Ted Barron, City Manager City of Mesquite 1515 N. Galloway Mesquite, TX 75185 (972) 216-6293 Director of Community Development Search Our search process is illustrated in Exhibit I, below. Exhibit I EXECUTIVE SEARCH PROCESS Collect and Analyze Data to Develop Position Profile, Job Description and Selection Criteria Develop Recruitment Strategy and Advertising Campaign m :> Identify Qualified Candidates, Review Data Base, Place Ads and Conduct Intensive Recruitment Campaign Interview and Perform Further Evaluation of Best Candidates þm Receive and Evaluate Resumes from Prospective Candidates Against Selection Criteria ¿J D Develop Semi- Finalist Selection Matrix ml :> ¿ Assist City Officials in Review and Selection of Finalist Candidates Prepare Finalist Candidate Profile Following Intensive Background Check D Assist City Officials with Interview Process IDe:) Candidate Selection and Follow-Up ACCEPTANCE This proposal is incorporated into this acceptance agreement by reference and is accepted for the City of Paris, TX by: The City of Paris, TX The Mercer Group, Inc. Jim C. Blagg, Sf. Vice President Date Date Exceptional Quality Management Consulting for the Public and Private Sectors Why do public and private sector organizations utilize management consultants? Quality In the Millennium, as America's cities, counties, states, and private businesses approach a new era, the nature of their work environment and the breadth of their challenges are growing increasingly complex. Their concerns, and the forces that affect them, are no longer just local, but are regional, national, and even international in scope, An outside consultant with contacts and clients across the country can help you meet today's challenges without reinventing the wheel. >;,) ""~--W i-JJ J b The client's time constraints and the need for specialized expertise, independence, impartiality and confidentiality can make outside consulting services invaluable. Whenever tough, politically sensitive decisions are contemplated, having expert. independent advice from a professional management consultant provides added credibility and damage control, insuring a smoother more effective implementation, Growth, change and cost pressures are all cat- alysts for engaging management consultants. The bottom line in engaging an independent management consultant always should be get the best return on your taxpayers' or stomers' investment, Who is The Mercer Group, Inc.? The Mercer Group, Inc. is an independent management consulting firm incorporated in the state of Georgia and operating nationwide. The firm was founded by James L. Mercer, a management consultant of more than 30 years in the public and private sectors and a former Assistant City Manager, He has written or co-authored 6 books and more than 250 articles on various phases of public management. James L. Mercer, President The Mercer Group, Inc. is recognized as one of the finest management consulting firms in the United States in our market niches. They include: . Organization and Management Studies . Operations Analysis . Government Consolidation and/or Privatization . Executive Search . Strategic Planning . Compensation and Classification Studies . Market Research Our team of consultants has combined experience of more than 250 years in these areas, We provide high quality management consulting services to federal. state and local governments and to health care providers, transit authorities, utilities. and private- sector clients. What Do We Offer? Representative engagements include: 0 Organization and operations analysis 0 Strategic planning 0 Full and functional consolidation studies 0 Executive search WE DELIVER: 0 Compensation and benefits analysis and performance appraisal systems 0 Implementing cost-cutting measures 0 Outsourcing assessments 0 Strategies for managing with less 0 Management audits 0 Productivity studies 0 Alternative service delivery approaches 0 Annexation cos!/benefit assessments 0 Alternative revenue source analysis 0 Budgeting systems: annual, capital, long-range, and strategic 0 Managed competition 0 Strategies for meeting new statelfederal regulations 0 Strategies for state/local market 0 DN-TIME AND ON-BUDGET FINAL PRODUCTS 0 COMMITMENT TO IMPLEMENTATION 0 WORKABLE AND COST-SAVING SOLUTIONS 0 CLIENT SATISFACTION - GUARANTEED ~~'- " ,. //'.'."',~'. ~';tj})f';p:)j .. ;~,::,,£~-:, ... ,~...'..c. \ . The Mercer Group, Ille. W Consultants To Management Jim C. Blagg Senior Vice President 3133 Thomas Avenue, Suite A Dallas, Texas 75204 (972) 74(}.35t9 . FAX (2t4) 922-00Br E-mail. me«ertx@sbcglobal.net . www.me«e.groupinc.corr MISSION STATEMENT TO MAKE OUR CLIENTS PROUD THAT THEY ENGAGED US TO PROVIDE MANAGEMENT CONSULTING SERVICES FOR THEM. The Mercer Group Inc., has offices located in Atlanta, Breckenridge, Dallas, Greeley. Lansing, Marietta, Phoenix, Raleigh, Sacramento, Santa Fe and WInter Haven. All eleven offices are staffed with qualified professionals to provide the best service to you. ....~ ~ ,,~ ~j email mercer@mindspring.com website www.mercergroupinc.com ATLANTA 5579B Chamblee Dunwoody Road, #511 Atlanta, Georgia 30338 phone (7701551-0403 fax (770) 399-9749 LANSING 920 North Fairview, #203 Lansing, Michigan 48912 phone 15171487-4575 fax (5171 482-8750 SACRAMENTO AREA P.O. Box 546 21155 N. Manzanita Hills Road Weimar, California 97536-0546 phone 15301637-4559 fax 15301 637-1048 BRECKENRIDGE 322 Shekel Lane Breckenridge, Colorado 80424 phone (9701453-2708 fax (970) 453-6608 MARIETTA 1000 Whitlock Avenue Marietta, Georgia 30064 phone 1770) 425-1775 fax 1770) 425-8561 SANTA FE 551 W. Cordova Road, #726 Santa Fe, New Mexico 87505 phone 15051466-9500 fax (505) 466-1724 DALLAS 3133 Thomas Avenue, Suite A Dallas, Texas 75204 phone (972) 740-3519 fax (214) 651-7768 PHOENIX 3442 E. Hatcher Road Phoenix, Arizona 85028-4850 phone (602) 953-2205 fax (602) 953-3359 WINTER HAVEN 44 Fourth Street SoW. Winter Haven, Florida 33880 phone (863) 299-3571 fax (863) 299-6737 GREELEY 4520 W. 14th Street Drive Greeley, Colorado 80634-3147 phone (970) 378-1781 fax (970) 378-1831 RALEIGH AREA 3443 Highway 39 North Louisburg, North Carolina 27549 phone 1919) 496,2080 fax 1919) 496-7995 m The Mercer Group, Inc. Consultants To Management he City of WyLœ Seekd MunicipaL E.-xecutive to Lead the City During a Perwd of Dynal1zl£ Growth and Change While Serving ad The Next City Manager ..~ THE COMMUNITY ;;t- . ~nded in 1886. the City of Wylie is located in Collin County just 24 miles \3&~m downtown Dallas and situated on Lake Lavon. Wylie (2004 population 25,000) is one of the fastest growing communities in the State of Texas with a 65% increase since 2000. Possessing an outstanding school district, low crime rates. and an expanding business climate. Wylie is the ideal place for residents looking for a small town environment with easy access to big city amenities. In the 21st century, Wylie has become one of the fastest growing communities in Collin County. the DFW Metroplex and the State of Texas. In 2003 Wylie issued over 1.400 single family permits. With that growth, the City has made a transition from "bed- room" community to a "balanced" community combining quality residential living with a healthy business climate. For the 2002 fiscal year. the City of Wylie had the lowest crime rate in Collin County for cities with a population greater than 10,000. The City of Wylie has been cited by North Central Texas Council Of Governments for its unique, customer friendly approach to development planning. The City works closely with developers to create unique developments that avoid a "cookie cutter" appearance. Because of this approach and Wylie's growth potential. representatives from Chili's, Home Depot and Wal-Mart (for a Super Wal-Mart) indicate that the City of Wylie is one of the smallest markets in which they have chosen to locate a facility. Home Depot opened in July 2003, Chili's opened in December 2003 and Super Wal-Mart is scheduled to open in Summer 2004. There are approximately 800,000 square feet of facilities and 1,000 jobs through the , IndustrialJBusiness Corridor. This does not include Sanden, DFW's 14th largest I-' subsidWy of a foreign company, which is the largest employer in Wylie with I, . a~telY 800 jobs. tC~~ . T:HEêkY GOVERNMENT . "LiFf" . / ',.','.. The City of~ylie is governed under the Council-Manager form of government, orig- inally adopted on January 19, 1985. The Mayor and six City Council members are elected at large, by Place for three-year staggered terms. One of the Council Members is appointed as Mayor ProTem. The City Manager is appointed by the City Council. The Wylie City Council has one of the longest average tenures per council member, including Mayor John Mondy, who has served as Wylie's mayor since 1998. The City of Wylie has been recognized for its planning and zoning efforts to preserve its commercial downtown (Ballard Street) as a specialty and cultural area. Along with preserving its downtown commercial area, the City continues its efforts to create a new downtown commercial area. Building Inspections received the 2002 Texas Municipal League's Management Innovation Award of Excellence for the first city in Texas to implement a handheld inspection and printing program. In 2002, the City of Wylie Fire Department received an ISO class rating of L It became only the fourth Texas city to receive this maximum rating. THE POSITION "'r?:' . The City Manager is the Chief Administrative Officer of the City and is responsible to the City Council for the administration of all City affairs as outlined in the Charter. The City Manager appoints all City employees and administrative officers as set forth in the Charter. The current management team consists of the Assistant City Manager, City Engineer. Police Chief. Fire Chief, Human Resource Director, Planning Director, City Secretary, Finance Director, Library Director, Community Services Director and Public Information Director. The City has 146 full time employees and a Fiscal 2004 operating budget of$32 million and a capital budget of$8 million. The City has an "A" bond rating from Standard and Poor's and an "A3" rating from Moody's Investor Service ISSUES/CHALLENGES ',::"fJ" . . A growth rate of 42% since 2000 is driving a number of community and organizational issues including, transportation, service demand, infrastructure needs, facility needs, annexation, staffing requirements, etc. . The need for a strategic plan for the organization and its staffing and technology requirements for the future. . The development of a Capital Improvement Plan and planning for a bond issue that will range from $75 - $100 million. . Communication and involvement with a bcoad range of interests in the community. IDEAL CANDIDATE .~h: . EDUCATION AND EXPERIENCE ~ndidates for the position will have minimum of a Bachelor's degree in Business Administration, Public Administration, Political SÓence or similar field, with seven to ten years of increasingly responsible management expen nee in a comparably sized community with similar political. gcowth and business environment. Candidates should have three to five years experience as a City Manager in a comparably sized community or an Assistant Manager in a larger community. A Master's degree in Business Administration, Public Administration, or Political Science is highly desired, as is, a proven track record of success in a rapidly growing community. Additional executive management training is also desirable. KNOWLEDGE AND SKILLS . Extensive knowlcdge of growth managcment principles . Demonstrated success in a growing community . Knowledgeablc of the full range of municipal se,'Vices . Excellent oral and written communication skills . Strong f,nancial management skills . Experience in intergovernmental relations . Strategic planning skills . Knowledgeable oftransportation funding . Understanding of economic development principles MANAGEMENT STYLE, ABILITIES AND PERSONAL TRAITS . Umuestionable ethics and high moral ,.haraeter . Ability to set clear objectives, allowing managers to perform while holding them accountable for results . Participative management style . Visible in the organization and community . Willing to spend time necessary to get the job done . Communicate consistent information to all Councit Members . Leadership grounded in "leading by example" . Ability to think globally and communicate a shared vision to the organization and community . Involvement in community organizations . Ability to communicate with people of diverse backgrounds . Ability to listen to all sides of issues before making decisions . Innovative - open to new ideas and encourages staff'to do likewise ., ., Lalu £aPOn ideal place for reJident.l looking for a Jl1Iall town environnrent with earlY acce.M to big city al1lenitieJ. COMPENSATION ::;,(;¡'"" ~ City of Wylie has established an outstanding and competitive t...::3 ;~;;'pensation package with the starting salary negotiable depending on experience and qualifications. The City of Wylie participates in the Texas Municipal Retirement System (TMRS). Under this tax deferred plan, the employee contributes 7% of gross salary with the City matches this contribution on a 2 to 1 basis. The City offers a deferred compensation plan, fully City-funded employee health insurance. life insurance and long term disability insurance, plus 50/50 contribution towards dependent medical and dental insurance. The City also ofTers tuition reimbursement up to $1.000 per year. HOW TO APPLY ,;," Qualified individuals should send confidential resumes (email preferred) and salary history no later than March 19, 2004 to: Jim C. Blagg, Sr. VP The Mercer Group, Inc. 3t33 Thomas Avenue, Suite A Dallas, TX 75204 VOICE: 972.740.3519/ FAX: 214.922.0081 EMAIL: mercertx@sbcglobal.net Resumes will be screened in relation to the criteria outlined in this brochure. Candidates with relevant qualifications will be given preliminary interviews by consultants. Candidates deemed qualified will be reported to the City. A final interview process will be scheduled for selected candidates. THE CITY OF WYLIE [S AN EQUAL OPPORTUNITY EMPLOYER A~D VALUES DIVERSITY AT ALL LEVELS OF ITS WORKPLACE, THE TEXAS PUBLIC INFORMATrON ACT MAY REQUIRE DISCLOSURE OF APPLICANT INFORMATION AT ANY STAGE OF THE RECRUITMENT PROCESS. m The ltle...,er Group, luc. ...... Con;ulianrdu Monag~;,i~nr' u' "'w. m,rurgroupinc. com . . EI Paso Times Online Page I of3 ~ &ík(Ó~~ :::: :;:it:::o7 ,,-...,...... 1-800-753-7863 FREE delíVety to EI Puo Funeral Ho EI Paso Times I News I Real Estate I Classifieds I Entertainment I ~ É'W~i'íif'{ é'ymt. .. MT. aRM!'! .if,IIt 1'1/Í/ ""'" """. news Cars I Apartments I Jobs I Customer Service SUBSCRIBE NOW. 7-dayarchive Election 2004 Local . National "Voters Guide Special reports Impact Iraq Iraq's uncertain path ,.Base Realignment Local Neighborhoods Teacher Profile Nomination forms For the Record FYI online Business Opinion Our Views Letters Columnists Cartoons Weather Sports Today's Stories Joe Muench High Schools Prep sports Community sports Events Outdoors Question of week UTEP basketball March Madness Living YES Technology Education Obituaries Search In Memory Corrections AP Wire AP Headlln.s u.s. News World News Busln.ss . Sports Gannett News Service - .. iiiñ4k.iid.mes!!li~¡ 001 0- month ab..,lutely...FREEI Borderland Tuesday, March 23,2004 To Atlanta firm hired to find city manager David Crowder El Paso Times advertise in un Moving quickly to hire El Paso's firs!.:.l?Ø'."œ.~nager by Sept. I, City Council members picked the Atlanta-based"Mercêf'Œòuptn Monday to conduct the national search for candidates. SPACE and "They are a search firm that specializes in public officials," Mayor Joe Wardy said. "There wasn't much separating the five firms we looked at, but they wound up on top." be SEEN Wardy said the search will pfþ¡;~bíy'¿6~tfuè07~itY"$-5Õ,ÕÖÔ)Ò$6Ô,!\'00 and will take three to four months. . by thousands Printer friendly I Email this story of people per day CONTACT LUZ (915) 494-2780 or (915) 546-6383 or oman: onIII~ http://www.borderlandnews.comlstories/borderland/200403 23 -96569. shtml 3/23/2004 Page 1 of I Gene Anderson From: Jim C. Blagg Ucblagg@sbcglobaLnet] Sent: Wednesday, March 17,20049:12 AM To: g_anderson@cLparis.tx.us Subject: City Manager Search Proposal Mr. Anderson - I have attached a copy of a letter proposal from The Mercer Group to assist The City of Paris in its search for a new City Manager. I will put the proposal and some additional information about our firm in the mail. Thank you for this opportunity and I look forward to visiting with you and other Paris officials in regard to this proposal and our firm's qualifications. Jim C. Blagg, Senior Vice President The Mercer Group, Inc. 3133 Thomas Avenue, Suite A Dallas, TX 75204 (V) 972.740.3519 (F) 214.922.0081 mercertx@sbcglobal.net 03/17/2004 City of Paris Proposal for Executive Search Services for the Position of City Manager March 17, 2004 TUE MERCER GROUP I INC. 3133 Thomas Avenue, Suite A Dallas, TX 75204 972.740.3519 214.922.0081 FAX .....«!'> ~«!'>~~«!'>~ ---~--.., .-~- C<7rzsuZ:t:arz:t:s 1<7 .1\4'arzagerrzerz:t: March 17,2004 Mr. Gene Anderson, Director of Finance City of Paris PO Box 9037 Paris, TX 75461 Dear Mr. Anderson: The Mercer Group, Inc. is pleased to submit a letter proposal along with a detailed cost proposal to the City of Paris to conduct an executive search for a new City Manager. We are quite active in the public and private sectors, either currently conducting or having just completed searches for positions for several organizations around the country. We have conducted over 200 executive searches in the last three years, including 87 searches for City Managers in such communities as: Wylie, TX; Plain view, TX; Boulder, Colorado; College Park, GA; Daytona Beach, FL; Flint, MI; Northglenn, CO. We have recently completed other searches in Texas including Director of Aviation for the City of Lubbock, TX, Director of Community Development for the City of Mesquite, TX and Police Chief for the City of Bryan, TX. We are very experienced in City Manager searches, in all size communities. Because we are doing or have recently completed similar searches, we can also move quickly to meet your needs. Further, we will be working out of our Dallas office. This allows us to bring total objectivity to searches such as the one the City of Paris is contemplating and it will allow us to keep expenses to a minimum. We currently have sufficient staff and time in the Dallas office to meet all of the requirements of the City of Paris Our Approach After reviewing written materials provided by the City and meeting with you and others of your choice to determine their objectives relative to the search, we would conduct the following steps: I. Analyze of the position and draft a Position Profile. 2. Recruit for the position on a regional and national basis. 3. Invite potential candidates to apply who meet the criteria established by the client. 4. Review and screen applications. 5. Conduct interviews and background checks of selected candidates. 7. Recommend a list of final candidates with a write up, suggested questions and fonDs. Coordinate final interviews, conduct final background checks, negotiation and follow-up. 6. Our approach is highly interactive and significantly involves the client in all important steps of the process. Schedule Our search process nonnally takes about 90 to 120 days ITom date of approval of the Position Profile by the client. The more time we have, within reason, of course, the more effectively we can conduct thorough evaluation and background checks on finalist candidates. Firm Qualifications and Staffin!! Our finD is headquartered in the Atlanta Metropolitan area and has branch offices in Dallas, Texas; Greeley, Colorado; Raleigh, North Carolina; Weimar, California; Phoenix, Arizona; and Santa Fe, New Mexico. I work ITom the Dallas office. The principal consultant to be utilized for this engagement would be Mr. Jim C. Blagg, Senior Vice President of our finD. Mr. Blagg will be assisted by Mr. James L. Mercer, President of our finD. Mr. Blagg has had a distinguished career in both the public and private sectors; serving as City Manager and Deputy City Manager in municipalities with populations ranging ITom 7,000 to 200,000; serving as Chief Executive Officer and Chief Operating Officer of private finDS with revenues ranging from $4.0 million to $50.0 million. Jim has been involved in both State and National professional organizations serving as President of the Texas City Management Association and Vice-President, Mountain Plains Region, of the International City/County Management Association. Jim is a recognized leader in local government innovation, being one of the only City Manager's to ever receive two Program Excellence Awards in one year from the International City/County Management Association. Jim has recently served as adjunct professor of public management at the University of North Texas The quality of our work is evidenced by the amount of repeat business which we receive ITom our clients. We have a number of minority and women placements in key executive positions and are proud of that record. In the last two (2) years we have placed seventeen (17) minority candidates in various positions across the country. Of those placements, three (3) were Hispanics. One was placed in a City Manager position, one as a Director of Infonnation Services position and one in a City Engineer position. We have also placed fourteen (14) African American candidates in the following positions, City Manager, Assistant City Manager, Director of Planning, Solid Waster Superintendent, Library Director and many other department director level positions. These placements have been in communities such as District of Columbia, Avondale, AZ, Coral Springs, FL, Norfolk, V A and Richmond, VA. Code of Ethics Both Mr. Blagg and Mr. Mercer are members and subscribe to the Code of Ethics of the International City/County Management Association. Additionally, Mr. Mercer is a Certified Management Consultant and subscribes to the Code of Ethics of the Institute of Management Consultants. Guarantees We offer several guarantees of our work. The four most important are: I. We will keep working until the placement is made. 2. We will not recruit the placement for other positions without your pennission. 3. We will not recruit any of your stafffor two years ITom the date of the placement, without your pennission. 4. If the selected candidate leaves your employ within the first two years, we will redo the search for expenses only. Reasonable Fees Our fees to conduct a search of this type are competitive. An outline of various levels of search services is detailed below. Since we are conducting other consulting work around the country, expenses can be kept to a minimum. References We would be delighted to provide local and national references of our work and will do so in a detailed proposal to be submitted at your request. Please contact me at 972.740.3519 if you have questions. Thank you for the opportunity to present our qualifications. I will look forward to hearing ITOm you. Sincerely, THE MERCER GROUP, INC. Jim C. Blagg Senior Vice President City of Paris COST PROPOSAL Our fee for the services outlined is $13,750 plus not-to-exceed expenses of$7,500. Items typical of a similar search with their typical cost break-down are as follows: $1,500 2,250 2,500 3,500 3,000 1,000 $13,750 Profile Development Advertising Identify Quality Candidates Preliminary Screening & Initial Report Background Interviews and References Finalize Search/Recommend Finalist TOTAL FEE Expenses are for actual and documented consultant travel, lodging and per diem, telephone, correspondence, advertising, postage, delivery services and report preparation. 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 fÌ'om 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. This proposal constitutes the agreement between us. It cannot be modified except in writing by both parties. Our agreement will be interpreted according to the laws of the State of Texas. REFERENCES You may contact any of the following clients and placements for references on the executive search work of The Mercer Group: John Andersen, Mayor City of Plain view; population: 22,000 901 Broadway Plainview, TX 79702 (806) 296-1105 City Manager Search Mindy Manson, Interim City Manager City of Wylie; population 25,000 2000 St. Hwy. 78 N Wylie, TX 75098 (972) 442-8120 City Manager Search Mary Kaye Moore City Manager City of Bryan; population: 65,000 300 S. Texas Avenue Bryan, TX 77805 (979) 209-5100 Police Chief Search Jeff Moon City Manager City of Orange Beach; population: 3,000; seasonal population; 60,000 4099 Orange Beach Blvd. Orange Beach, AL 36561 (251) 981-6979 Director of Community Development Search Craig Fanner, Director of Planning and Transportation City of Lubbock; population: 201,000 P.O. Box 2000 Lubbock, TX 79457 (806) 775-3308 Director of Aviation Search Mr. Ted Barron, City Manager City of Mesquite 1515 N. Galloway Mesquite, TX 75185 (972) 216-6293 Director of Community Development Search Our search process is illustrated in Exhibit I, below. Exhibit I EXECUTIVE SEARCH PROCESS Collect and Analyze Data to Develop Position Profile, Job Description and Selection Criteria Develop Recruitment Strategy and Advertising Campaign :> m Interview and Perform Further Evaluation of Best Candidates Receive and Evaluate Resumes from Prospective Candidates Against Selection Criteria þm D Identify Qualified Candidates, Review Data Base, Place Ads and Conduct Intensive Recruitment Campaign ¿J Develop Semi- Finalist Selection Matrix Assist City Officials in Review and Selection of Finalist Candidates :> ¿ ml Prepare Finalist Candidate Profile Following Intensive Background Check D Assist City Officials with Interview Process me:) Candidate Selection and Follow-Up ACCEPTANCE This proposal is incorporated into this acceptance agreement by reference and is accepted for the City of Paris, TX by: The City of Paris, TX The Mercer Group, Inc. Jim C. Blagg, Sr. Vice President Date Date T"~ ~~..~~.. G.._-p~ .-~- Consultants To Mànagenzent The Mercer Group, Inc. Executive Search Services ... Our Firm The Mercer Group, Inc. is an independent management consulting fmn incorporated in the State of Georgia and operating nation-wide with offices in Dallas, Texas; Winter Haven, Florida; Greeley, Colorado; Phoenix, Arizona; Santa Fe, New Mexico; Raleigh, North Carolina; Lansing, Michigan and Weimar, California. The firm was founded by James L. Mercer, a long-term public management consultant. Mr. Mercer started his own firm in 1981 and, in 1984 merged it with another consulting firm, Wolfe & Associates, Inc. On June I, 1986, Mr. Mercer acquired the Human Resource and Organizational Consulting Practice of Wolf & Associates, Inc. This acquisition formed the basis for Mercer, Slavin & Nevins, Inc. He sold his interest in Mercer, Slavin & Nevins, Inc. in early 1990 and founded the Mercer Group, Inc. The Mercer Group, Inc. provides exceptionally high quality executive search services to state and local governments, transit authorities, health care providers, utilities, special districts and private sector clients. ... The Mercer GroUD. Inc. ExDerience The Mercer Group, Inc staff has the experience and expertise needed to identify and recruit quality candidates. Our staff consists offormer local government officials who have direct experience in the kinds of organizations for which we recruit. They know the business of local government. The Mercer Group has an extensive and established national network that provides unmatched resources so you are not presented with the same cadre of candidates as other clients. And, we have no allegiances which preclude our total objectivity with respective to any candidate. Our Approach The Mercer Group, Inc. approach to conducting executive searches is based on our philosophy of finding exactly the right candidate for our client's unique position. Our staff has a combined experience of over 50 years in the executive search industry. With staff located at offices throughout the United States, we are prepared to conduct searches on a regional or national basis. Our approach is a professional and proven approach that is highly interactive and significantly involves the client in all seven steps of the process. .. Analysis of the position and draft of Position Profile .. Recruit for the position on a regional and national level .. Invite potential candidates to apply who meet the criteria established by the client .. Review and screen applications .. Conduct interviews and background checks of selected candidates .. Recommend a list of final candidates with a write-up suggested questions and forms .. Coordinate final interview, conduct final background checks, negotiate and follow-up Our Guarantees The Mercer Group, Inc. offers several guarantees of our work. The four most important are: .. We will deep working until the placement is made .. We will not recruit the placement for other positions without your permission .. We will not recruit any of your staff for two years from the date of placement, without your permission .. If the selected candidate leaves your employ within the first two years, we will redo the search for expenses only Jim C. Blagg, Senior Vice President 3133 Thomas Avenue, Suite A Dallas, TX 75204 972.740.3519 v 214.922.0081 f mercertxúVsbcelobal.net ~..~ ~~--~~-- ----......~ ...~- Corz.S'~Zrczrzr.S' TD ./kfczrzczgerrzerzr EXECUTIVE SEARCH PROCESS Collect and Analyze Data to Develop Position Profile, Job Description and Selection Cñteria Develop Recruitment Strategy and Advertising Campaign m :> Identify Qualified Candidates, Review Data Base, Place Ads and Conduct Intensive Recruitment Campaign Interview and Perform Further Evaluation of Best Candidates þm Receive and Evaluate Resumes from Prospective Candidates Against Selection Criteria <:=D fi Develop Semi- Finalist Selection Matrix ~Ol :> ¿ Assist City Officials in Review and Selection of Finalist Candidates Prepare Finalist Candidate Profile Following Intensive Background Check D Assist City Officials with Interview Process me=) Candidate Selection and Follow-Up