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HomeMy WebLinkAbout2015-04-22 PACKET 01.A. 5775 Wayzata Blvd. EXF,CUTIVE � S E A R C H St. Louis Park, MN 55416 PROPOSAL City of Cottage Grove March 2, 2015 Ms. Kori Land, Esq. Attorney City of Cottage Grove Cottage Grove, MN Dear Kori: Thank you for the opportunity to propose for the City Manager search for the City of Cottage Grove. M&A Executive Search, LLC is a firm with over 35 years of combined executive search experience and many years of experience placing City Managers and City Administrators. In this proposal we will describe our firm, process, fees and guarantees. Our proposed timeline for this search is 90 days. M&A Executive Search, LLC was formed in April 2008 when two partners of one of the area's most respected executive search firms, Sathe Executive Search, formed M&A. M&A Executive Search, LLC specializes in executive management searches for non-profit and for-profit organizations. Together the partners of M&A Executive Search, LLC have over 35 years of industry experience. We have served the City of Eden Prairie, City of Blaine, City of Hugo, City of Chanhassen, City of Bemidji, City of Rosemount, City of Lakeville, City of Elk River, City of Northfield and many other cities over the years. M&A Executive Search, LLC accepts no more than three active searches per partner at a time ensuring you the fastest possible search process. We only accept one search of a kind at a time and two of our partners will be assigned to your search. We have extensive research capabilities and experience for City Manager searches. All candidates developed for this search will be for the exclusive review and consideration for the Cottage Grove City Manager search. We are a retained executive search firm and all candidates, regardless of the source, will be interviewed first by M&A Executive Search and have their references checked before review by the City. We are retained for the entire process and our fee is owed in stages based on performance. We will continue the search until a candidate is hired, at which time the final payment is due. 5775 Wayzata Blvd. EXF,CUTIVE � S E A R C H St. Louis Park, MN 55416 STEPS WE WILL FOLLOW IN THE SEARCH FOR A CITY MANAGER FOR THE CITY OF COTTAGE GROVE ASSESS/NG THE OPEN POS/T/ON, ORGAN/ZAT/ON, AND /TS CULTURE The first step in any successful search is gaining a complete understanding of our client's open position, its organization and culture. In order to do so we: 1. GA/N AN UNDERSTAND/NG OF YOUR NEED: Meet with the City Council of the City of Cottage Grove to begin to understand what you're looking for in your next City Manager. 2. ASSESS THE CULTURE: We will visit with you and your search committee, in person, to learn about the culture of the City, Council, and management team; and the sub-culture in which the successful candidate will be working. 3. SURVEY DEVELOPMENT AND ADM/N/STRAT/ON: We will design a custom survey that the search committee will complete to help us identify key attributes of the search. This tool also helps us gain consistency among the search committee with regards to what we are looking for in a successful candidate. For example, some committee members may say 'experience in managing growth is most important' while others may say 'ability to manage staff and keep the council informed is most important.' This tool will help us early in the process to define the important qualifications of your search. 4. POS/T/ON PROF/LE DEVELOPMENT: With all the information gathered above we will develop a Position Profile. This profile will include a detailed summary of the City of Cottage Grove, a position overview, reasons why someone will have interest in this position, the qualifications, the reporting relationships, and the position's key metrics of successful performance. 5775 Wayzata Blvd. EXF,CUTIVE � S E A R C H St. Louis Park, MN 55416 DEVELOP AND /N/T/ATE A SEARCH STRATEGY 1. TARGET DEVELOPMENT AND SOURCING CAND/DATES: We will develop a target list of cities where potential candidates are currently working and start contacting the city managers & administrators about your search. Our targets will include but are not limited to: A. Identifying and accessing candidates through our extensive data base system B. Direct sourcing from other cities and counties in MN, then WI, SD, ND & IA; then continuing throughout the Midwest and USA if directed by council C. Associations like the League of MN Cities and ICMA D. Appropriate school alumni who specialize in MA programs in urban planning, public administration and public policy E. Online sourcing of passive candidates and online advertising F. Internal and external researchers may assist in the search to generate names 2. PROGRESS REPORT: After approximately 20 working days we will provide a progress report to present our search status/market survey. At your request we will provide a search status each week thereafter. This report will provide a confidential and brief summary of those contacted and their interest level, a survey on their salaries, current status and feedback on the City's reputation in the marketplace. 3. CAND/DATE /NTERV/EWS W/TH THE CITY: A. After approximately 20 working days we will begin presenting candidates to be considered, and our recruiting efforts will not stop until the search is completed. We will make every effort to meet all candidates in person that we've presented or conduct video conferences. B. Each candidate will be presented to the City will include a resume and candidate profile. The profile will summarize why we think they are a qualified candidate, why they are interested, their accomplishments, their compensation and their availability for making a change. C. Your search committee will choose the candidates they'd like to interview and we will arrange the interviews. 5775 Wayzata Blvd. EXF,CUTIVE � S E A R C H St. Louis Park, MN 55416 4. REFERENCEAND BACKGROUND CHECK/NG: A. We check references twice: Initially before we present them and when they become a finalist candidate, we will also conduct a 360-degree reference check with supervisors, peers, subordinates and community leaders. B. We also do a comprehensive internet search and check their background in terms of lawsuits, articles written, negative press and social media activity. C. At your approval we will contract with an outside vendor who will conduct background checks including, criminal, credit, degree checks and Department of Motor Vehicle (driving record checks), among others. This is done only for the final candidates. 5. PSYCHOLOGICAL ASSESSMENT: We offer online psychological assessment through our assessment partner, Profiles International, at $200 per assessment. You may also choose to hire an outside assessment firm to conduct an additional assessment. 6. FACIL/TAT/NG THE OFFER: We will facilitate the negotiations of the offer with the City of Cottage Grove and the chosen candidate. 7. EXECUT/VE /NTEGRAT/ON: M&A Executive Search is committed to ensuring that the candidate you hire is as successful as can be with the City of Cottage Grove. We work with several partner organizations that offer Executive Integration programs designed to ensure a smooth integration of the new City Manager with the council, staff and community leaders. This service is offered as part of our fee for the first month of the integration of the new city manager with the City. After that point, the City may decide to engage the consultant an additional cost if there is mutual value. 8. FOLLOW UP: After approximately 30 days and every 60 days thereafter during the first year we will follow up with the City Council and the candidate to ensure a successful hire for the City. If there is a concern about expectations not being met we will facilitate a discussion to reach mutual agreement and realignment of goals and expectations. FEES AND GUARANTEE M&A Executive Search, LLC accepts only retained searches. Our standard fee is based on one-third of the selected candidate's first year annual compensation plus expenses, and is paid in three payments. For this search, we propose a flat fee of $25,000 plus expenses not to exceed $750. We will invoice in three equal amounts of $8,333 each: 5775 Wayzata Blvd. EXF,CUTIVE � S E A R C H St. Louis Park, MN 55416 • The first invoice initiates the search • The second invoice is sent after 30 days when candidates are presented, plus expenses incurred to that point. Invoice terms are Net 10 days. • The final invoice plus remaining expenses when the offer is accepted and the candidate agrees to a start date. Invoice terms are Net 10 days. If the selected candidate leaves or is terminated within a period of two years, M&A Executive Search, LLC will refill the position at no additional charge except for expenses. We look forward to the prospect of working with you and the City Council of the City of Cottage Grove on this extremely important and integral search for the City. Greg Albrecht will be the lead consultant on the search and will commit full attention and efforts to this search. Albrecht will be assisted by Chandler McCoy, our President and Co-Founder. We will not accept another City Manager search that would compete with candidates for this search until this search is successfully completed. Attached is a detailed account of our process which has a success rate of 97%, a listing of some of the city searches we have done, relevant references for your review and our Bio's. If this proposal is acceptable to the City, please sign, date and return this agreement with the first payment of $8,333 to engage our search. Please let me know if you have any questions or need additional information. We are ready to start immediately and we are extremely excited about working with the City of Cottage Grove! Best regards, C� v�e� ,4 Urv�eci�.t Executive Recruiter Founder & Managing Partner M&A Executive Search, LLC Agreed to by: Kori Land, ESQ Attorney to City of Cottage Grove Date City of Cottage Grove EXECUTIVE � � SEARCH Why Choose M&A Executive Search? M&A Executive Search is dedicated to helping leaders in city government grow, transition, and prosper. It's this commitment to the industry that sets M&A apart from the competition and prepares our clients for unparalleled success. History M&A Executive Search was formed by Greg Albrecht and Chandler McCoy in 2008, after serving over 10 years with one of the area's most respected retained search firms, Sathe Executive Search. Together Greg and Chandler have over 30 years of executive search experience including extensive experience placing executives in Director, City Administrator & City Manager level positions. Commitment Our firm limits the number of searches accepted at one time to give each client the attention they deserve, never assigns 'junior staff' to a search, provides executive integration services after placement, and offers a two-year guarantee. Excellence Our Profitable Search Process features customized assessment tools which help us gain a better understanding of your city's culture and hiring requirements. As a result, M&A's success rate is 95%! I ntegrity M&A's 360-degree reference checks and status reports provide honest, focused feedback and engage clients in the search process. Moreover, 90% of our clients are referrals or return clients, which is a testimony to our firm's service, commitment, and excellence. Making a Difference M&A's employees volunteer a considerable amount of their time and expertise to charitable causes and non-profit organizations including: Big Brothers / Big Sisters, Boy Scouts of America, Memorial Blood Centers, Rotary Club, Bolder Options, A Better Chance Foundation and Junior Achievement. We have a passion for helping today's youth become tomorrow's leaders. M&A Executive Search • 5821 E. Cedar Lake Road S. • Minneapolis, MN 55416 • Tel. (952) 545-6980 • Fax (952) 525-1088 • www.maexecsearch.com � � • � . . . � . . M&A Executive Search is considered the preeminent executive search firm for emerging growth manufacturing and aligned industries. Together with Monarch Leadership, M&A Executive Search provides a proprietary culture assessment to our clients that sets us apart from other firms. We understand what it takes to ensure every candidate is right for the role, the team, and the culture. The culture assessment attributes to our firm's success rate by ensuring each candidate successfully integrates into their new position. The result is a stronger team, greater collaboration, and greater performance from our candidates. Culture counts, and successful talent acquisition is vital to the long-term sustained success and growth of an organization. Success starts with the Monarch Leadership and M&A Executive Search culture assessment. Culture Assessment Preview: Our firm's success rate is E xer,ur�e e �eaders i� r�ia��ra�n,d� a nne�ed i�d�smes SEARCH o�9r�e=���oP�°a��� 95 % Organization Culture Profile: Action & Change-Focused o ,���� a�d ��,� ,.k ��e P.P 3 ._mn.��e � 9 �n nN��,� � h��m ,�,��an�r w�n n��or�emoe�a�v � , sln9 1o91c, znzlysls, xrc cause/eHect reasonii9 • , • - • Pixfe s a flexlble�, tivna�ric Envlmnment - Profile Familee 8 Groups '�' � � � vacefl & Lus[omer-Lenhred (1) �� � �� � 1 � � � � � �� � • � • � � • • • • Culture Personaliry rype: Fast-Paced 8 Customar-Centeretl • • ' ' ' ' • . � • . • ning Is more Impor!ant t�zn [akin9 care � a[ FutVic Ina9=_; warm and 9re9arlous m=_mployees ane cusromers. Ti�ives on f �ace. IXcren=l dunng [ cFange. � � � � � Personelky SpecWm anro.erxea � ��o-o�ertee s.�:i�e � t�c�rti.e � i.e � i �.e � � � � • • • � • � _�r�a�Ye � Fi..inie/na.n��.e � � • � � � � Strengths Work Envlronment Weaknesses • nlg��ly ccllaECra[IVe; hequent • ultY In seaing znc k=_sping [o • TM inee[rgs o'lor'�.Hes ootl public Imace • Sensitive to the well-beinq of other • Jvcr-rel�iance on Image � �� � � � � � � <ng en�lronment • May :onfuse a.tlon wltn Eata- • Can `Intl f x for anytM1 ng • franlc at [iT M1an n V • feelings oy o��errule gootl business �� ��� � � � . ��v�✓m:�ene��a�kecs���ais oouv�:mor:.���x��ea�eoin�e _ �sv�aaeer�ommeva:ma� antl sM1ifts •\Vaim, Riendly, znc su�portive antl tl •�pon[an[o�s • T=_.�tlzn.v t� overpromise antl i�r�.cer- EXECUTIVE � � SEARCH G reg AI brecht Managing Partner Greg Albrecht brings over 30 years of executive search and human resource management experience to M&A Executive Search. Prior to starting M&A Executive search, Mr. Albrecht was a Senior Partner at Sathe Executive Search where he worked with manufacturing companies, professional services, telecomm, construction, city municipalities, and non-profits assisting client companies in recruiting and hiring positions from Senior Manager to President level searches on a retained basis. Mr. Albrecht's expertise includes manufacturing operations, procurement, sales and marketing, human resource management, finance, and information technology as well as city government. Prior to joining Sathe Executive Search, Mr. Albrecht worked as Team Leader for McGladrey & Pullen's search practice for 6 years focusing on CFO, finance, technology, non-profit and manufacturing management searches. Prior to McGladrey & Pullen, Mr. Albrecht worked as a Human Resources Director and in other human resource roles for a specialty chemical manufacturer, an electronics manufacturer and the world's largest manufacturer of picture frames. Mr. Albrecht played a key role in establishing the human resource functions, facilitating company-wide reorganizations, and recruiting management talent in the areas of finance, information technology, and manufacturing operations. Mr. Albrecht has a Business Administration degree from the Carlson School of Management at the University of Minnesota and an MBA in Human Resources Management from Dominican University in Chicago. Albrecht was President of the Rotary Club of Eden Prairie and served on the Board of the Eden Prairie Chamber of Commerce and several other non-profit Boards including Eden Prairie ABC Foundation and the Eden Prairie Foundation. Additionally, he has served as a mentor for the Carlson School of Management for the past 10 years and won the prestigious "Mentor of the Year Award" for 2003-2004 from the Carlson School of Management. M&A Executive Search • 5821 E. Cedar Lake Road S. • Minneapolis, MN 55416 • TeL (952) 545-6980 • Fax (952) 525-1088 • �v�v�v.maexecsearch.com EXECUTIVE � � SEARCH Chandler McCoy President and Founding Partner Mr. McCoy is the President and a Founding Partner of M&A Executive Search, conducting his national search practice out of his Minneapolis office. He conducts senior executive level and Board of Director searches for profit and non-profit organizations. He has 15 years of executive search experience serving international Fortune 500 clients such as General Mills, ConAgra, Toro, SUPERVALU and Clairol (now a division of Procter & Gamble), as well as small and mid-cap companies such as Blow Mold Specialties, Len Busch Roses, Wilbert and Fabcon. He has also served non-profits including the University of Minnesota and the City of Blaine, Minnesota — among others. Prior to founding M&A Executive Search, he spent 11 years in total and 8 years as President of Sathe Executive Search, one of the Midwest's most respected retained executive search firms. There he consulted in all areas of consumer goods, manufacturing, construction, professional services and non-profits. He started in the search industry in 1994 where he conducted national searches for a variety of consumer-good and related companies. Prior to practicing in executive search he was a General Manager for a division of PEPSICO. Mr. McCoy was named one of the "Forty under 40" by The Business Journal in 2004 and in January of 2008 was named WCCO's "Good Neighbor." Mr. McCoy's commitment to the community has been significant. He is currently an Advisory Board member to Bolder Options, a volunteer for the Memorial Blood Center, volunteer with the Northern Star Council/Boy Scouts of America. He is a member of the Twin West Chamber of Commerce and NACD. He was the President of the Minneapolis Jaycees and Chair of the Board. He served as an Ex-Officio Board Member of the Minneapolis Chamber of Commerce (now the Minneapolis Regional Chamber of Commerce) and has served on several of the area's largest charity fundraisers. He holds a Bachelors of Science degree in Business from the University of Wisconsin. M&A Executive Search • 5821 E. Cedar Lake Road S. • Minneapolis, MN 55416 • TeL (952) 545-6980 • Fax (952) 525-1088 • �v�v�v.maexecsearch.com