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HomeMy WebLinkAboutAGMT - Bob Hall & Associates (Recruitment Services for Finance Director)April 25, 2022 Dear Jill Ingram: Bob Hall & Associates is pleased to submit this proposal to conduct a recruitment for the position of Director of Finance for the City of Seal Beach. If selected, Bob Hall will be the point of contact and lead project director for this search. As former City Manager of Laguna Niguel, Stanton, and Fountain Valley, Bob Hall's substantial knowledge and experiences will help the City of Seal Beach find a candidate that fits the ideal criteria for the position. No one has a better pulse on the challenges that California cities face than Bob as a former City Manager. Recent recruitments by Bob Hall include the Cities of Manteca, Tracy, Morro Bay, San Bernardino, Laguna Niguel, Costa Mesa, Seal Beach, San Clemente, Stanton, and the Laguna Woods Village. While not a large firm, Bob Hall & Associates' network encompasses a strong talent pool and will add the personal, individualized attention that each search requires. Attached is a summary of the search process and the services, that the Bob Hall & Associates team is willing and able to offer the City of Seal Beach. For more information or clarification, do not hesitate to contact Bob Hall at (714) 309-9104 or by email at bob@bobhallandassociates.com. We appreciate the opportunity to be considered to aid in the search for the Director of Finance vacancy. Should you select our team, we are prepared to proceed immediately. Sincerely, FWT Bob Hall www.bobhallandassociates.com 1 (714) 309-9104 1 bob@bobhallandassociates.com Executive Summary We are excited to submit our proposal to the City of Seal Beach for the opportunity to assist with the identification and recruitment for the Director of Finance position. The Bob Hall & Associates team is well connected throughout California with a keen knowledge of talent and is prepared to offer a strong pool of top candidates. At Bob Hall & Associates, we pride ourselves in adding a personal, individualized touch to each recruiting search. In the last 30 months, the Bob Hall and Associates team has closed more than 50 recruitments across the state of California. We provide a cost-effective alternative to working with large recruiting firms, without sacrificing the level of service. Our individualized service helps target candidates who are equipped to specific needs within the region. We do not stray from a challenge and thrive in filling the tough to find positions at all levels throughout the organization. Our work ethic and desire to help our clients succeed is second to none. Bob Hall brings over 30 years of experience in municipal government and leadership. Hall has served as City Manager for Fountain Valley, Laguna Niguel, and Stanton. His prior City Manager experience gives him a unique perspective on the recruiting process. He knows first-hand the talent it takes to build a high-performance operation and wants to share that knowledge and experience with candidates and municipalities. His wide variety of experience throughout municipal organizations provides a strong understanding of the diverse needs throughout the City.. Before assuming the leadership role in Orange County, he worked in many departments, including General Services Director for the City of Riverside. Bob Hall holds a Master's degree in Public Administration from California State University, San Bernardino. Hall is a member of ICMA, former Board Member of Cal ICMA and has been an invited guest lecturer at Cal -State Northridge, Cal -State Fullerton and Long Beach State University. www.bobhallandassociates.com 1 (714) 309-9104 1 bob@bobhallandassociates.com The Team and Recent Placements Our Recruitment Team Bob Hall CEO, Bob Hall and Associates With Bob's 30 plus years of experience serving in most departments within a municipal organization, he brings a strong knowledge and understanding of city operations. This diverse knowledge has translated into Bob Hall and Associates keen ability to place highly qualified candidates in key positions. Bob's niche is finding that "perfect fit", especially in positions that traditionally are more challenging to fill. Bob Hall provides individualized customer service and responsiveness resulting in successful placements and ultimately, client satisfaction. Rachel Hall Recruitment Coordinator Rachel has a Bachelor of Arts in Communications from the University of Arizona and brings a background in marketing and writing to the team. Rachel has experience working within municipal government and provides support services for Bob Hall and Associates recruitments. Recent Placements City Manager - Stanton City Manager- Laguna Niguel City Manager - Manteca City Manager -San Bernardino City Manager- Fountain Valley City Manager - Tracy City Manager - Laguna Hills Assistant City Manager - Costa Mesa City Attorney - Manteca Fire Chief - Morro Bay CFO - Laguna Woods Village Assistant to City Manager -San Luis Obispo Director of Finance - Placentia Director of Finance - Moorpark Director of Finance -Seal Beach Director of Finance -Stanton Director of Finance - Manteca Director of Finance - Paramount Director of Community Development - Stanton Director of Community Services - Costa Mesa Director of Parks & Recreation - American Canyon Budget Officer - Tracy www.bobhallandassociates.com 1 (714) 309-9104 1 bob@bobhallandassociates.com Recruiting Process Below, you will find our proposed recruiting process, schedule, and cost breakdown for your consideration. During the recruitment process, we will require the following specific assistance from the City: a draft job description (we will work with the City to craft language), any other legal descriptions or City language and guidelines; City logo, high resolution photography, review of the brochure and other marketing materials and timely feedback; and logistics coordination with any City staff and our team. Create Position Profile The Bob Hall and Associates team will meet with the City to discuss the strategy for the search as well as communication preferences and project timeline. It is at this time that the team will collaborate with the City to determine characteristics of the ideal candidate. Communication and customer service is a priority, as the Bob Hall and Associates team will stay in touch with the City throughout the recruitment keeping them up to date. In the meeting, the search criteria will be determined to help aid the Bob Hall & Associates team in narrowing the search to appropriate candidates based on the specific goals and qualities of the organization. Outreach and Recruiting Outreach Outreach begins with the creation of a job announcement and brochure that will be advertised for the public to see on platforms such as Public CEO, CSMFO, GFOA, Govemmentlobs.com and in Western Cities magazine. We will also utilize social media engagement on Linkedln, networking with top industry leaders throughout the nation, and personal outreach. www.bobhallandassociates.com 1 (714) 309-9104 1 bob@bobhallandassociates.com Candidate Identification Following the creation of the job announcement and advertisement of the position, the Bob Hall & Associates team will actively seek out qualified candidates by tapping into the network of talented prospects both local to California and across the country. Unlike other firms, Bob Hall & Associates focuses on adding a personal touch to the identification process by tailoring the recruiting process to the needs and desires of the organization. Our active recruiting style has proved to increase the number of applications and resumes from potential candidates leading to a deeper evaluation of each individual. Candidate Assessment Screening Every application will be carefully examined and those that most closely fit the criteria indicated by the organization will be subject to a more thorough evaluation. Such evaluation will focus on aspects such as professional experience, size and complexity of current organization as compared to the advertised position. Initial Research and Interviews Research will be conducted on top candidates in the form of Internet searches and other public profiles to ensure prospects' values, experiences, and history match the criteria established by the organization. Following research, preliminary interviews will be conducted via phone, video -conferencing, or face-to-face, depending on candidates' location. Selection and Presentation of Top Candidates Bob Hall & Associates will manage the selected finalist candidates. Top candidates will be presented to the City for consideration to determine which candidates will be interviewed. City will be provided with detailed description of work history and other important information about each candidate prior to selection and scheduling of interviews. Bob Hall & Associates will then schedule interviews with candidates and provide books containing detailed descriptions of each candidate to each member of the interview panel. www.bobhallandassociates.com 1 (714) 309-9104 1 bob@bobhallandassociates.com Negotiations The Bob Hall & Associates team is willing and able to support the City in the negotiation process of the selected candidate's compensation package. Close Out After the organization has successfully chosen a candidate, the search will be closed out. This includes informing finalist candidates of the status of the search via telephone. Project Costs The recruitment for the Director of Finance position will be complete and comprehensive searches in an effort to present the City with the most capable, talented, candidates available. The fee to perform the search will be $16,500 plus expenses, not to exceed $18,500. Those expenses will include advertising, printing, and travel. Top candidates will subject to education verifications, DMV, civil and criminal background, and credit checks. This proposal is good for at least 180 days from April 25, 2022. Fees will be collected in three installments as follows: 1. Upon Execution of the Agreement: $5,500 2. Following Presentation of Candidates: $5,500 3. Upon Acceptance of Offer: $5,500 www.bobhallandassociates.com 1 (714) 309-9104 1 bob@bobhallandassociates.com Project Timeline A typical search will be conducted in a 90 to 120 -day period from start to finish. Following the final selection, negotiations can take up to two weeks. The proposed schedule includes four to five weeks of active recruitment, which reflects our suggested minimum timeline. However, this can be adjusted if the City would prefer a longer or accelerated process. An exact schedule will be provided once a firm start date has been provided by the City. If an expedited process is preferred, we can reduce the process to about 60 days however we will need ensure review dates and interviews are scheduled early in the process. • Week 1: Bob Hall & Associates Selected as Search Firm • Week 2: Bob Hall & Associates meets with the City to establish postition criteria • Week 3 & 4: Active Recruting and Screening • Week 1 & 2: Active Recruting and Screening Continued • Week 3 & 4: Consultant Interviews, Preliminary Reference Checks, Finalists Selected and Submitted to City -Week 1: Candidate -City Interviews • Week 2: Candidate Selected and Negotiations • Week 3: Selection Made Bob Hall & Associates' Guarantee The Bob Hall & Associates team guarantees industry -standard services. If within one year following appointment, selected candidate resigns or is terminated for cause, our team will conduct another search free of professional services charges. However, the organization will be expected to pay for incurred costs. r Approved by: (!!)IIngra , City Manag r ate, �a- www.bobhallandassociates.com 1 (714) 309-9104 1 bob@bobhallandassociates.com Testimonials and References FredI Minagar Mayo,chyoftag n—FRAM Bob was very professional and extremely responsive throughout the recruitment. He was able to bring an objective perspective to the process, which ultimately led to great candidates that were an ideal match for our organization. tic*#fir Bob Is very conscientious and works hard to match the candidates to the needs of the organization. He has been able to find good candidates for the to to fill positions in our 99 region. David Breitenbucher coundlmembe, cityofManteca GC Bob developed a market and location specfficstrategy to identify the right channels for attracting top -tier talent to Manteca. His extensive experience In local government gives him a keen sense of identifying individuals that meet the needs of our City. Rob Field, City Manager of San Bernardino Field_Rob@sbcity.org (909) 384-5122 Jarad Hildenbrand, City Manager of Stanton jhildenbrand@ci.stanton.ca.us (714) 890-4277 Erik Sund. City Manager of San Clemente SundE@San-Clemente.org (949) 361-6186 Travis Hopkins, Assistant City Manager of Huntington Beach thopkins@surfcity-hb.org (714) 536-5202 Karin Schnaider, Director of Finance, Tracy karin.schnaider@cityoftracy.org (209) 831-6800 Fred Minagar, MS PE, Mayor Laguna Niguel fminagar@cityoflagunaniguel.org (949) 338-8964 Rigoberto Ramirez, Mayor Pro Tem of Stanton rra m i rez22@ci.sta nto n. ca. us (714) 890-454 David Breitenbucher, Councilmember of Manteca dbreitenbucher@ci.manteca.ca.us (209) 456-8017 www.bobhallandassociates.com 1 (714) 309-9104 1 bob@bobhallandassociates.com RORHALL-02 DMORALES ACORO CERTIFICATE OF LIABILITY INSURANCE DATE (MMroD/YYYY)4/27/2022 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER License # 0757776 HUB International Insurance Services Inc. PO Box 4047 Concord, CA 94524-4047 CONTACT Marta Fleming ICONNo, Ext): (415) 512-2159 FAX No):(951) 231-2572 E-MAIL . cal.cpu@hubinternational.com INSURERS AFFORDING COVERAGE NAIC # 8/15/2021 INSURER A: Underwriters at Lloyd's London 15792 EACH OCCURRENCE S 1'000'000 INSURED INSURER B:HanoverAmerican Insurance 36064 INSURERC: Bob Hall Associates INSURER D : 21050 Pacific City Circle #5123 Huntington Beach, CA 92648 INSURERE: INSURER F: A rnveanr_ea 1`C0Tlrlf`ATC KIHMRCR• RFV!-gIr1N NIIMRFR- THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE ADDL IND SUBR WVD POLICY NUMBER POLICY EFF MM/DD POLICY EXP MMIDD LIMITS A X COMMERCIAL GENERAL LIABILITY CLAIMS -MADE FX� OCCUR PSK0232659518 8/15/2021 8/15/2022 EACH OCCURRENCE S 1'000'000 DAMAGE TO RENTED S 250,000 MED EXP (Any oneperson) S 5'000 PERSONAL&ADV INJURY S 1'000'000 GEN'L AGGREGATE LIMIT APPLIES PER: X POLICY ❑ PEaT F] LOC OTHER: GENERAL AGGREGATE S 1'000'000 PRODUCTS-COMP/OPAGG S 2,000,000 S A AUTOMOBILE LIABILITY ANY AUTO OWNED SCHEDULED AUTOS ONLY AUTOS WyyNN X AUTOS ONLY X AUOTOSONLDY PSK0232659518 8/1512021 8/15/2022 Ee (Ea SINGLE LIMIT S 1,000,000 BODILY INJURY Perperson) $ BODILY INJURY Per accident S PROPER DAMAGE $ 5 UMBRELLA LIAB EXCESS LIAB HCLAIMS-MADE OCCUR EACH OCCURRENCE S AGGREGATE $ DED I I RETENTIONS S B WORKERS COMPENSATION ANDEMPLOYERS' LIABILITY ANY PROPRIETOR/PARTNERIEXECUTIVE Y❑ OFFICERIMEMBER EXCLUDED? (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below N / A FH79492700 11/1/2021 8/15/2022 X I PER OTH- TAT TE ER 1,000,000 E.L. EACH ACCIDENT S 1,000,000 E.L. DISEASE - EA EMPLOYE S 1,000,000 E.L. DISEASE - POLICY LIMIT S A A E&O/Cyber E&O/Cyber PSK0232659518 PSK0232659518 8/15/2021 8115/2021 8/15/2022 8/15/2022 $1M Ea Claim/Agg: 1,000,000 Retention 2,500 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached If more space Is required) For Information Purposes Only. City of Seal Beach 221 Eighth Street Seal Beach, CA 90740 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE Gj&& ACORD 25 (2016103) © 1988-2015 ACUKU CUKF UKA I IUN. All rignrs reservea. The ACORD name and logo are registered marks of ACORD