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Item D50 D50 BOARD OF COUNTY COMMISSIONERS COUNTY of MONROE �� i Mayor Holly Merrill Raschein,District 5 The Florida Keys Mayor Pro Tern James K.Scholl,District 3 Craig Cates,District 1 Michelle Lincoln,District 2 ' David Rice,District 4 Board of County Commissioners Meeting September 11, 2024 Agenda Item Number: D50 2023-2976 BULK ITEM: Yes DEPARTMENT: Tourist Development Council TIME APPROXIMATE: STAFF CONTACT: Christine Limbert-Barrows AGENDA ITEM WORDING: Approval of Amendment 2 to the Agreement with Searchwide Global, Inc. to assist with a search to hire a new Chief Financial Officer(CFO) for the TDC administrative Office and authorization for the Acting County Administrator to execute Amendment 2. ITEM BACKGROUND: The County and SearchWide Global, Inc. (hereinafter called the "Consultant") entered into an Agreement for Professional Consultant Services on April 23, 2004 to assist with a nationwide search to hire a new Chief Execution Officer(CEO) for the TDC administrative office. The County and Consultant entered into an Amendment to the Agreement dated May 3, 2024 to revised the Agreement to tie payment amounts to completed tasks performed by the Consultant. The Consultant successfully completed the services to hire a new CEO and the CEO desires to utilize the Consultant to assist with the search to hire a new Chief Financial Officer(CFO) for the 3406 North Roosevelt Blvd. Corporation d/b/a Visit Florida Keys (VFK). The County desires to enter into this 2nd Amendment to the Agreement to allow for the Consultant to provide services to assist with hiring a CFO which will be paid from Tourist Development Tax funds. The County initially obtained price quotes and Consultant was found to be the lowest responsive responsible bidder. The Consultant has agreed to fee of 30% of the base salary of the CFO and to the extent that any additional price quotes would be needed the County request for the Board to grant a waiver to obtain additional price quotes for these professional services. The prior agreement were within the signatory authority of the County Administrator (i.e. less than $100,000) and therefore were signed by the Acting County Administrator. With this Amendment the total cumulative value of the Agreement will exceed the $100,000 threshold and therefore this Amendment is put before the BOCC for approval. This Agreement is retroactively effective to September 3, 2024 and request for authorization for the Acting County Administrator to sign Amendment 2. PREVIOUS RELEVANT BOCC ACTION: N/A INSURANCE REQUIRED: Yes CONTRACT/AGREEMENT CHANGES: Add hiring services for CFO for the TDC administrative office. STAFF RECOMMENDATION: Approval. DOCUMENTATION: Agreement with Searchwide Global for TDC CEO search Amendment I to Searchwide Global for TDC CEO search.pdf 2nd Amendment to SearchWide Global Agreement Final signed by Searchwide Global-signed with Attachment A and Attachment B and COI included.pdf FINANCIAL IMPACT: To be paid from TDC Administrative Fund/Administrative Services Prior Agreement was $85,375.00 Additional Services for the CFO search will be approximately $52,500-$60,000 Monroe County Purchasing Policy and Procedures ATTACHMENT D.5 COUNTY ADMINISTRATOR CONTRACT.SUMMARY FORM FOR CONTRACTS $100,000.00 and Under S archWide Global Irnc. Contractg Effective Date: Upon Execution Expiration Date: Upon Completion Contract Purpose/Description: Provide consulting services For a nation wide search for a TDC Market<ng Directbr/Executive Director/CEO:To assistwith developing a scope/iub description,, &advertising the position,creating criteria for selection of,applicants and for the hiring committee,review,and vet applicants,and develop and implement,a schedule and hiring process asset forth in more detail in Attachment A to the Acpreement. Contract is Original Agreement Contract Amendment/Extension Renewal Contract Manager: Christine Limbert-14arrows 1 3475 County Attorney/Stop #7 CONTRACT COSTS Total Dollar Value of Contract: $ 85'37 00 Current Year Portion: $ 851315.00 (must be$100,000.00 or less) (If multiyear agreement then requires BOCC approval,unless the ;+'kd tAl9mdal Nl tlYn4 RA9 f;is "s'd00,700,00 or i" ), Budgeted? Yes❑■ No ❑ Grant: $N/A County Match: $ Fund/Cost Center/Spend Category: TrYC Administratrue fund/bdministratiue services ADDITIONAL COSTS Estimated Ongoing Costs: $ /yr For: (Not included in dollar value above) (e.g. maintenance,utilities,janitorial,salaries,etc.) Insurance Required: YES *NO ❑ CONTRACT REVIEW Reviewer Date In Department Head Signature: Robert B. Shillinger County Attorney Signature: Christine Limbert-Barrows Risk Management Signature: '' - • t .0 DigiPurchasing Signature: Julie E. Cuneo Date 20S'9°°d8142 by 0E.�°°°° Dates zoza.oa.ls 1azo os-oa•oo• John Quinn Digitally signed by J°hn Oulnn OMB Signature: Date 2024.04.18 132 1'55-04•00• Comments: Revised BOCC 4/19/2023 Page 84 of 105 AGREEMENT FOR PROFESSIONAL CONSULTANT SERVICES THIS AGREEMENT ("Agreement") is made as of this 23rd day of April 2024, between Monroe County ("COUNTY"), a political subdivision of the State of Florida, whose address is 1100 Simonton Street, Key West, Florida 33040 and SearchWide Global, Inc., a Florida Foreign Profit Corporation ("CONSULTANT" or "CONTRACTOR") whose mailing address is 680 Commerce Drive, #220 St. Paul, MN 55125 for consulting services. WHEREAS, The Tourist Development Council (TDC) directed staff to seek a search firm to assist with nationwide search to hire a new Marketing Director/Executive Officer/CEO; and WHEREAS, Staff sought proposals from firms as recommended by Visit Florida and Destination Florida and Consultant provided the lowest responsive proposal; and WHEREAS, CONSULTANT specializes in C-level and director-level executive searches for companies ranging in size from Fortune 500 corporations to mid-sized public and private companies and associations; and WHEREAS, CONSULTANT is a full-service executive search firm primarily for companies in the travel, tourism, hospitality, lodging, convention, trade association, venue management and experiential marketing industries; and WHEREAS, COUNTY desires to engage CONSULTANT to assist in providing a nation- wide search for a Marketing Director/Executive Director/CEO for the TDC administrative office and consultation on developing a scope of services for the new position, assisting with advertising said position, creating criteria for the selection of applicants and criteria for the selection/hiring committee, reviewing and vetting applicants based upon the developed criteria, and develop and implement a schedule and process as set forth in more detail in Attachment A; and WHEREAS, CONSULTANT desires to render these services as described and as set forth in Attachment A; and NOW, THEREFORE, COUNTY and CONSULTANT in consideration of the mutual covenants contained herein, agree as follows: 1. SCOPE OF SERVICES 1. CONSULTANT will provide such document preparation, consultations, work product and advice as may be requested to 1) Assist with Developing a Scope of Services/job description for the Marketing Director/Executive Director/CEO for the TDC administrative office in order to search and hire for the new position. (The current scope of services can be provided as initial basis for development of Scope 1 of Services.) 2) Assist with a National Search for Marketing Director/Executive Director/CEO for the Tourist Development Council 3) Assist with advertising said position; creating criteria for the selection of applicants and criteria for the selection/hiring committee to utilize in their selection of an applicant 4) Review and Vetting of applicants based upon the developed criteria 5) Recommend composition/membership to serve on the selection/hiring committee. And 6) Develop and Implement a hiring schedule and process and other services as set forth in more detail in Attachment A. 2. COMPENSATION/FEES Compensation/Fees for CONSULTANT'S Services under this Agreement are estimated to be Eight-Five Thousand Three Hundred and Seventy-Five Dollars and No Cents ($85,375) and as set forth in detail as follows: lla�cerneint lee�30�� :�estirnated $2, 0,00o base..sallar�� „ 0aickgrounid Checks: Estimate$250-450 Per Candidate $11,500 Estimate'5 Candidates X $ ,00 DISC. sse srnents: $'125 Per 0andiidate, IFstimate 5 Candidates $ 2'5 Candidate Travel: Fiinall interviews, Estimate 4 Candidates, $6„000 Consultant TravelL Fiinall interviews Estimate $11„500 Job Postings $500 )n cairdl (onlllne portal to share confidential Information), Estimate $250 mommili iii::lii::liil mommi: ON ON ON ON ME Travel expenses may be paid if approved by the County, as long as adequate documentation is provided by CONSULTANT, including but not limited to the exact dates of travel, mileage, costs. Travel expenses are regulated by the Monroe County Code Sec. 2-106 to 2-112. The number of hours required to perform services may vary depending upon the scope of work. The total amount of compensation under this Agreement shall not exceed One Hundred thousand and zero cents ($100,000.00) without the written approval of the Monroe County Board of County Commissioners. 3. PAYMENT AND BILLING Payments will be made upon three installments as set forth below and upon submission of an invoice in accordance with the Local Government Prompt Payment Act. One-Third (1/3) of the professional/placement fee of$75,00.00 or$25,000.00 (30% of the estimated $250,000 base salary of position) is due upon signing of the Agreement. One-Third (1/3) of the professional/placement fee or $25,000 is due within Thirty (30) days of signing the Agreement. One-Third (1/3) of the professional/placement fee or $25,000.00 is due upon completion of each search, such as placement of a candidate, closure of the search by client or any reason, or the client places the search on hold for more than 60 days. Each invoice will be submitted with supporting documentation in a form acceptable to the Monroe County Clerk of Courts and Comptroller, based on generally accepted accounting principles, and such laws, rules and regulations as may govern the Clerk's disbursal of funds. If the CONSULTANT'S duties, obligations and responsibilities are materially changed by written amendment to this Agreement after execution of this Agreement, the Agreement shall be amended in a writing signed by both parties. 4. PERIOD OF SERVICE This Agreement shall become effective upon execution by the parties and shall continue in effect for one (1) year or until the completion of services as requested. This Agreement may be modified or extended only in writing. Any extension hereof may be subject to such changes in terms as the parties agree. 5. NON-WAIVER OF IMMUNITY AND HOLD HARMLESS COUNTY and CONSULTANT acknowledge that COUNTY does not waive immunity nor does COUNTY agree to hold the CONSULTANT harmless; notwithstanding the provisions of Sec. 768.28, Florida Statutes, the participation of the CONSULTANT and the COUNTY in this Agreement and the acquisition of any commercial liability insurance coverage, self-insurance coverage, or local government liability insurance pool coverage 3 shall not be deemed a waiver of immunity to the extent of liability coverage, nor shall any contract entered into by the COUNTY be required to contain any provision for waiver. 6. CONTROLLING LAW This Agreement is to be governed by the law of the State of Florida. In the event of any proceedings to resolve any issues arising out this Agreement, venue shall be in Monroe County. 7. SEVERABILITY If any provision of this Agreement is held invalid or unenforceable, the remaining provisions shall be valid and binding upon the parties. One or more waivers by either party of any provision, term or condition shall not be construed by the other party as a waiver of any subsequent breach of the same provision, term or condition. 8. NO THIRD PARTY BENEFICIARIES Nothing contained herein shall create any relationship, contractual or otherwise, with or any rights in favor of, any third party. 9. RELATIONSHIP OF THE PARTIES The parties agree that the relationship between the CONSULTANT and the COUNTY is one of an independent contractor and not an employee, common law or otherwise. The COUNTY further agrees that CONSULTANT is not being engaged as an attorney for the COUNTY and that no attorney-client relationship shall exist between the COUNTY and the CONSULTANT. The parties agree that this is not an exclusive arrangement, and CONSULTANT is free to enter into other agreements with other persons or entities for the delivery of the same services. 10.NON-ASSIGNMENT This Agreement is personal to the CONSULTANT and to the COUNTY. As a result, this Agreement cannot be assigned or sub-contracted by the CONSULTANT without the express written permission of the County or his designee nor can this AGREEMENT be assigned or delegated by the COUNTY without the express written permission of the CONSULTANT. 11.AUTHORITY Each party represents and warrants to the other that the execution, delivery and performance of this Agreement have been duly authorized by all necessary County and corporate action, as required by law. 12.ADJUDICATION OF DISPUTES OR DISAGREEMENTS 4 COUNTY and CONSULTANT agree that all disputes and disagreements shall be attempted to be resolved by meet and confer sessions between representatives of each of the parties. If the issue or issues are still not resolved to the satisfaction of the parties, then any party shall have the right to seek such relief or remedy as may be provided by this Agreement or by Florida law. COUNTY and CONSULTANT specifically agree that no party to this Agreement shall be required to enter into any arbitration proceedings related to this Agreement. 13.COVENANT OF NO INTEREST CONSULTANT and COUNTY covenant that neither presently has any interest, and shall not acquire any interest, which would conflict in any manner or degree with its performance under this Agreement, and that only interest of each is to perform and receive benefits as recited in this Agreement. 14.FLORIDA CODE OF ETHICS COUNTY agrees that officers and employees of the COUNTY recognize and will be required to comply with the standards of conduct for public officers and employees as delineated in Section 112.313, Florida Statutes, regarding, but not limited to, solicitation or acceptance of gifts; doing business with one's agency; unauthorized compensation; misuse of public position, conflicting employment or contractual relationship; and disclosure or use of certain information. 15.STANDARD OF CARE The CONSULTANT shall exercise the same degree of care, skill, and diligence in the performance of the Services as is ordinarily provided by professional consultants under similar circumstances and the CONSULTANT shall, at no additional cost to the COUNTY, re-perform services which fail to satisfy the foregoing standard of care. MCOMPLIANCE WITH LAWS In performance of the Services, the CONSULTANT will comply with applicable regulatory requirements including federal, state, and local laws, rules regulations, orders, codes, criteria and standards. 17.INSURANCE During the performance of the Services under this Agreement, the CONSULTANT shall maintain Professional Liability Insurance, which shall be written by an insurance company authorized to do business in Florida. This insurance shall provide coverage against such liability resulting from this Contract. The minimum limits of coverage shall be $300,000 per claim and $500,000 aggregate. Certificates of insurance showing coverage in the amounts shown above is in force shall be submitted at the time of initial execution of the Agreement by both parties. The CONSULTANT shall maintain coverage in force at all times. Thereafter, the 5 CONSULTANT shall supply new certificates of insurance, showing coverage in force, whenever the policy lapses or is replaced by another policy. 18.MODIFICATION and TERMINATION OF AGREEMENT Any modification or amendment to this Agreement requires the prior express written consent of both parties. In the event that the CONSULTANT shall be found to be negligent in any aspect of service, the COUNTY shall have the right to terminate this agreement after five days written notification to the CONSULTANT. Either of the parties hereto may cancel this Agreement without cause by giving the other party thirty (30) days written notice of its intention to do so. Upon termination, the CONSULTANT agrees to return copies of all documents in its possession of any nature related to the CONSULTANT's provision of services to the County that have not previously been provided to the County. 19.UNCONTROLLABLE CIRCUMSTANCES Neither the COUNTY nor the CONSULTANT shall be considered to be in default of this Agreement if delays in or failure of performance shall be due to Uncontrollable Forces, the effect of which, by the exercise of reasonable diligence, the non-performing party could not avoid. The term "Uncontrollable Circumstances" shall mean any event which results in the prevention or delay of performance by a party of its obligations under this Agreement and which is beyond the reasonable control of the non-performing party. It includes, but is not limited to public health emergency, fire, flood, earthquakes, storms, lightning, epidemic, war, riot, civil disturbance, sabotage, and governmental actions (unless such governmental action is the nonpayment of legal fees). Neither party shall, however, be excused from performance if nonperformance is due to circumstances which are preventable, removable, or remediable and which the non-performing party could have, with the exercise of reasonable diligence, prevented, removed, or remedied with reasonable dispatch. CONSULTANT shall give County written notice within 7 days of any event or circumstance that is reasonably likely to result in an Uncontrollable Circumstance, and the anticipated duration of such Uncontrollable Circumstance. CONSULTANT shall use all diligent efforts to end the Uncontrollable Circumstance, ensure that the effects of any Uncontrollable Circumstance are minimized and resume full performance under this Agreement. The County will not pay additional cost as a result of an Uncontrollable Circumstance. The CONSULTANT may only seek a no cost extension for such reasonable time as the County may determine. 20.DISPUTE RESOLUTION This Agreement shall be governed by and construed in accordance with the laws of the State of Florida. The prevailing party in any proceeding to resolve a dispute under this Agreement shall be entitled to recover reasonable expenses, including attorney's fees and costs. 21.NOTICE 6 Any notice required to be given under this Agreement shall be in writing and delivered via email or by certified mail, return receipt requested, to the other party as follows: For Monroe County: For the CONSULTANT: Christine Limbert-Barrows, Esq. Kellie Henderson, Sr. Vice President Monroe County Attorney Office SearchWide Global, Inc, Lim bert®Christine MonroeCounty- hendersop_@searchwidecilobal.com L.Gov 680 Commerce Drive #220 1111 12t" St. Suite 408 St. Paul, MN 55125 Key West, FL 33040 Tel.: (651)275-1370 Tel.: (305) 292-3470 22.RECORDS The CONSULTANT shall maintain all books, records, and documents directly pertinent to performance under this Agreement in accordance with generally accepted accounting principles consistently applied. If an auditor employed by the County or the Clerk of Courts determines that monies paid to the CONSULTANT were spent for purposes not authorized by this Agreement, the CONSULTANT shall repay the monies together with interest calculated pursuant to Section 55.03, F.S., running from the date the monies were paid to the CONSULTANT. 23.FLORIDA PUBLIC RECORDS LAW CONSULTANT must comply with Florida public records laws, including but not limited to Chapter 119, Florida Statutes and Section 24 of article I of the Constitution of Florida. The County and CONSULTANT shall allow and permit reasonable access to, and inspection of, all documents, records, papers, letters or other "public record" materials in its possession or under its control subject to the provisions of Chapter 119, Florida Statutes, and made or received by the County and CONSULTANT in conjunction with this contract and related to contract performance. The County shall have the right to unilaterally cancel this contract upon violation of this provision by the CONSULTANT. Failure of the CONSULTANT to abide by the terms of this provision shall be deemed a material breach of this contract and the County may enforce the terms of this provision in the form of a court proceeding and shall, as a prevailing party, be entitled to reimbursement of all attorney's fees and costs associated with that proceeding. This provision shall survive any termination or expiration of the contract. As applicable, In accordance with F.S. 119.0701, the CONSULTANT shall: 1. Keep and maintain public records required by the public agency to perform the service. 2. Upon request from the public agency's custodian of public records, provide the public agency with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided in this chapter or as otherwise provided by law. 3. Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law for the duration of the contract term and following completion of the contract if the contractor does not transfer the records to the public agency. 4. Upon completion of the contract, transfer, at no cost, to the public agency all public records in possession of the contractor or keep and maintain public records required by the public agency to perform the service. If the contractor transfers all public records to the public agency upon completion of the contract, the contractor shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. If the contractor keeps and maintains public records upon completion of the contract, the contractor shall meet all applicable requirements for retaining public records. All records stored electronically must be provided to the public agency, upon request from the public agency's custodian of public records, in a format that is compatible with the information technology systems of the public agency. A contractor who fails to provide public records to Monroe County or pursuant to a valid public records request within a reasonable time may be subject to penalties under section 119.10, Florida Statutes. The CONSULTANT shall not transfer custody, release, alter, destroy, or otherwise dispose of any public records except as provided in this provision or as otherwise provided by law. IF THE CONSULTANT/CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONSULTANT'S/CONTRACTOR'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT: BRIAN BRADLEY, C/O MONROE COUNTY ATTORNEY'S OFFICE, 1111 12TH ST., SUITE 408, KEY WEST FL 33040, r ey ri La-) ec ty- . v, (305) 292-3470. 24.MISCELLANEOUS NONDISCRIMINATION CONSULTANT and COUNTY agree that there will be no discrimination against any person, and it is expressly understood that upon a determination by a court of competent jurisdiction that discrimination has occurred, this Agreement automatically terminates without any further action on the part of any party, effective the date of the court order. CONSULTANT and COUNTY agrees to comply with all Federal and Florida statutes, and all local ordinances, as applicable, relating to nondiscrimination. These include but are not limited to: 1) Title VII of the Civil Rights Act of 1964 (PL 88- 352) which prohibits discrimination on the basis of race, color or national origin; 2) Title IX of the Education Amendment of 1972, as amended (20 USC ss. 1681-1683, and 1685-1686), which prohibits discrimination on the basis of sex; 3) Section 504 of the Rehabilitation Act of 1973, as amended (20 USC s. 794), which prohibits discrimination 8 on the basis of disabilities; 4) The Age Discrimination Act of 1975, as amended (42 USC ss. 6101-6107) which prohibits discrimination on the basis of age; 5) The Drug Abuse Office and Treatment Act of 1972 (PL 92-255), as amended, relating to nondiscrimination on the basis of drug abuse; 6) The Comprehensive Alcohol Abuse and Alcoholism Prevention, Treatment and Rehabilitation Act of 1970 (PL 91-616), as amended, relating to nondiscrimination on the basis of alcohol abuse or alcoholism; 7) The Public Health Service Act of 1912, ss. 523 and 527 (42 USC ss. 690dd-3 and 290ee-3), as amended, relating to confidentiality of alcohol and drug abuse patient records; 8) Title VIII of the Civil Rights Act of 1968 (42 USC s. 3601 et seq.), as amended, relating to nondiscrimination in the sale, rental or financing of housing; 9) The Americans with Disabilities Act of 1990 (42 USC s. 12101 Note), as may be amended from time to time, relating to nondiscrimination on the basis of disability; 10) Monroe County Code Chapter 14, Article II, which prohibits discrimination on the basis of race, color, sex, religion, national origin, ancestry, sexual orientation, gender identity or expression, familial status or age; 11) Any other nondiscrimination provisions in any Federal or state statutes which may apply to the parties to, or the subject matter of, this Agreement. E-Verify System - Beginning January 1, 2021, in accordance with F.S. 448.0957 Contractors and any subcontractor shall register with and shall utilize the U.S. Department of Homeland Security's E-Verify system to verify the work authorization status of all new employees hired by the Contractor during the term of the Contract and shall expressly require any subcontractors performing work or providing services pursuant to the Contract to likewise utilize the U.S. Department of Homeland Security's E-Verify system to verify the work authorization status of all new employees hired by the subcontractor during the Contract term. Any subcontractor shall provide an affidavit stating that the subcontractor does not employ, contract with, or subcontract with an unauthorized alien. The Contractor shall comply with and be subject to the provisions of F.S. 448.095 No Solicitation / No Payment: The CONSULTANT and COUNTY warrant that, in respect to itself, it has neither employed nor retained any company or person, other than a bona fide employee working solely for it, to solicit or secure this Agreement and that it has not paid or agreed to pay any person, company, corporation, individual, or firm, other than a bona fide employee working solely for it, any fee, commission, percentage, gift, or other consideration contingent upon or resulting from the award or making of this Agreement. For the breach or violation of the provision, the CONSULTANT agrees that the COUNTY shall have the right to terminate this Agreement without liability and, at its discretion, to offset from monies owed, or otherwise recover, the full amount of such fee, commission, percentage, gift, or consideration. COUNTY FORMS. By signing this Agreement, CONSULTANT has sworn or affirmed to the following requirements- 9 Public Entity Crime Statement The CONSULTANT certifies and agrees that CONSULTANT nor any Affiliate has been placed on the convicted vendor list within the last 36. In accordance with Section 287.134, Florida Statutes, an entity or affiliate who has been placed on the Discriminatory Vendor List, kept by the Florida Department of Management Services, may not submit a bid on a contract to provide goods or services to a public entity; may not submit a bid on a contract with a public entity for the construction or repair of a public building or public work; may not submit bids on leases of real property to a public entity; may not be awarded or perform work as a contractor, supplier, subcontractor or consultant under a contract with any public entity; and may not transact business with any public entity. A person or affiliate who has been placed on the convicted vendor list following a conviction for public entity crime may not submit a bid on contracts to provide any goods or services to a public entity, may not submit a bid on a contract with a public entity for the construction or repair of a public building or public work, may not submit bids on leases of real property to public entity, may not be awarded or perform work as a contractor, supplier, subcontractor, CONSULTANT or subcontractor under a contract with any public entity, and may not transact business with any public entity in excess of the threshold amount provided in Section 287.017 of the Florida Statutes, for CATEGORY TWO for a period of 36 months from the date of being placed on the convicted vendor list. By signing this Agreement, CONSULTANT represents that the execution of this Agreement will not violate the Public Entity Crimes Act (Section 287.133, Florida Statutes). Violation of this section shall result in termination of this Agreement and recovery of all monies paid hereto and may result in debarment from COUNTY's competitive procurement activities. In addition to the foregoing, CONSULTANT further represents that there has been no determination, based on an audit, that it or any subcontractor has committed an act defined by Section 287.133, Florida Statutes, as a "public entity crime" and that it has not been formally charged with committing an act defined as a "public entity crime" regardless of the amount of money involved or whether CONSULTANT has been placed on the convicted vendor list. CONSULTANT will promptly notify the COUNTY if it or any subcontractor is formally charged with an act defined as a"public entity crime" or has been placed on the convicted vendor list. Ethics Clause By signing this Agreement, the CONSULTANT warrants that he/it has not employed, retained or otherwise had act on his/her behalf any former County officer or employee in violation of Section 2 of Ordinance No. 010-1990 or any County officer or employee in 10 violation of Section 3 of Ordinance No. 010-1990. For breach or violation of this provision the County may, in its discretion, terminate this Agreement without liability and may also, in its discretion, deduct from the Agreement or purchase price, or otherwise recover, the full amount of any fee, commission, percentage, gift, or consideration paid to the former County officer or employee. VENDOR CERTIFICATION REGARDING SCRUTINIZED COMPANIES LISTS CONSULTANT agrees and certifies compliance with the following: Section 287.135, Florida Statutes prohibits a company from bidding on, submitting a proposal for, or entering into or renewing a contract for goods or services of any amount if, at the time of contracting or renewal, the company is on the Scrutinized Companies that Boycott Israel List, created pursuant to Section 215.4725, Florida Statutes, or is engaged in a Boycott of Israel. Section 287.135, Florida Statutes, also prohibits a company from bidding on, submitting a proposal for, or entering into or renewing a contract for goods or services of $1,000,000 or more, that are on either the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Terrorism Lists which were created pursuant to s. 215.473, Florida Statutes, or is engaged in business operations in Cuba or Syria. As the person authorized to sign on behalf of CONSULTANT, I hereby certify that the company identified above as "CONSULTANT" is not listed on the Scrutinized Companies that Boycott Israel List or engaged in a boycott of Israel and for Projects of$1,000,000 or more is not listed on either the Scrutinized Companies with Activities in Sudan List, the Scrutinized Companies with Activities in the Iran Terrorism List, or engaged in business operations in Cuba or Syria. I understand that pursuant to Section 287.135, Florida Statutes, the submission of a false certification may subject company to civil penalties, attorney's fees, and/or costs. I further understand that any contract with the County may be terminated, at the option of the County, if the company is found to have submitted a false certification or has been placed on the Scrutinized Companies that Boycott Israel List or engaged in a boycott of Israel or placed on the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Terrorism List or been engaged in business operations in Cuba or Syria. Note: The List are available at the following Department of Management Services Site- http://www.dms.my lorida.com/business operations/state purchasing/vendor informa tion/convicted suspended discriminatory complaints vendor lists Non-Collusion Affidavit CONSULTANT by signing this Agreement, according to law on my oath, and under penalty of perjury, depose and say that the person signing on behalf of the firm of 11 CONSULTANT, the bidder making the Proposal for the project described in the Scope of Work and that I executed the said proposal with full authority to do so; the prices in this bid have been arrived at independently without collusion, consultation, communication or agreement for the purpose of restricting competition, as to any matter relating to such prices with any other bidder or with any competitor; unless otherwise required by law, the prices which have been quoted in this bid have not been knowingly disclosed by the bidder and will not knowingly be disclosed by the bidder prior to bid opening, directly or indirectly, to any other bidder or to any competitor; and no attempt has been made or will be made by the bidder to induce any other person, partnership or corporation to submit, or not to submit, a bid for the purpose of restricting competition; the statements contained in this affidavit are true and correct, and made with full knowledge that Monroe County relies upon the truth of the statements contained in this affidavit in awarding contracts for said project. IN WITNESS WHEREOF, the COUNTY and the CONSULTANT have executed this Agreement as of the day and year first above written. CONSULTANT MONROE COUNTY BOARD OF COUNTY COMMISSIONERS By: 04.23.2024 Kellie Henderson, Senior Vice President Kevin Wilson Acting County Administrator MONROE COUNTY ATTORNEY ' 'tAC'ft�U.k.L7 ASTCd Et7}C R: CHRIS'I*TNFS➢IMBi,'RT'•HAR.R.OWS ASsiss'ANTC 1NTY2�TTORs LY DATE 12 ATTACHMENT A AGREEMENT FOR PROFESSIONAL CONSULTANT SERVICES The CONSULTANT desires to render the services as set forth in the Agreement and as described in more detail in the Attachment A. 13 JJA �,�/, .,„��f%rii�„arc,, � fu � ion rr r � �� l�rrrrrrllllrrrrrr�rmr�llrrr�nrrr�r�rr�frr��rrmlljd�� uw !r�U �r��ll�irio,�r///,,,ii om�ir��,,,,,iio/�ieert P��i�ii/i�� , ��llllllln�u�u�lllllu,l!!!!��»� m��N ��w�rm�(fN�olll �l 11 r ,r / 1 1 � � l / I / �� !?� � � � �d e �4 �?,,:✓/ray;,i..,�/�/1 r� d �.�rd� � � r i u b ' ue i • fY M r, e Dear Maxine Pacini, i Thank you for inviting SearchWide Global to share our experience and expertise with you. We understand the significance of this search and realize its importance for the Monroe County Tourist Development Council. Selecting the next Marketing Director/Executive Director/CEO for the Monroe County Tourist Development Council will require a thoughtful, transparent, and effective process, with failure not being an option. We understand your new leadership must bring skills that include: t • The ability to represent the Monroe County Tourist Development Council and the greater community Y thoughtfully and respectfully. • Exceptional strategic leadership skills. • Seamless communication with and management of important stakeholders in the greater community. SearchWide Global specializes in C-level and director- level executive searches for companies ranging in size from Fortune 500 corporations to mid-sized public and P P private companies and associations. We are a full- Thank you again for the opportunity to share our service executive search firm primarily for companies experience. We really appreciate your consideration in the travel, tourism, hospitality, lodging, convention, and look forward to learning more about your trade association, venue management, and experiential expectations so that we are focused to find the best marketing industries. of the best! We will work hard to ensure that we deliver a diverse slate of candidates with experience aligned with your organization's expectations. We focus on workplace Senior Vice President,SearchWide Global diversity in our process, highlighting the differences and similarities that people can bring to an organization. We are proud of the diversity of our placements and we strive to be inclusive of everyone throughout our prospecting phase. Since 2019 to date,63%of our placements have been female or BIPOC. YOUR EXECUTIVE SEARCH TEAM iiiiiiii iiR Nk�P�rvMAA�A q rgomnc ome. h�liv annoa.d .Y lillififff CAMBPIA JONFS�.wm>recw..mnromwww.SryMtRMIELSEN Illllliii e..n�...wmeawnaManaM mw1�m.�a��A'ae�X Ibdm'n, i� uuumu�ipuimuuuuuumhuuuuuuuuuuuuuwuuuppuuuuum�uuui�uuuuuuuuuuumi��RIIII.�_IrIIII^d A, � �RI Ant ��hMMeGMlm1 4� �Wh � II B�uiuuuiiuuuiuiuuuiuiiiiuuuiiuiuiuiiuuiuiiuiuiiuuuiiuuuiiuuiiiiiYuuiiu'uiu9iiuuuiiiuuuuuuuuuuuui OUR SIGNATURE PROCESS: iiiiiiii iiiiiiiiy S tq��p of Way We are committed to providing extraordinary services every step of the way by offering unique deliverables tailored to fit your needs while creating bench strength within your organization.Working with us is an experience that many have described as a white-glove level of service and we want to share that experience with you.Additional details about our approach and signature search process are as follows: Week I Week 1-2 Needs Assessment Position Overview Interviews and Marketing Plan Week 3-10 Prospecting and Qualifying Candidates Week 11 Review Candidate List with Search Committee Week 11-12 Candidate X Processing II. of Short List Week 13 Final Candidate Information Delivered Week 13 Week 14-15 Candidate Interviews Candidate Second Interviews Offer and Negotiation OUR SIGNATURE PROCESS: 111111est aiiiii Week I Week 13 Needs Assessment Interviews Your Final Candidate Information Delivered We begin the search with a detailed Needs Assessment to fully To save you time as you prepare for the interviews,the understand the role that the new executive will be expected to play. summary,resume,checked references,background,and diSC We like to meet one on one with the search committee,board profile for each candidate will be securely and easily members,staff,and other key stakeholders to better understand the accessible for you to review on OnBoard,a secure web portal, perspectives of everyone involved.This also allows us to get a better using your own computer,mobile phone,or tablet. understanding of the organization's culture as well as what is working Week 13 and areas of improvement.Our Needs Assessment process is key in finding you the best of the best and ensuring longevity with the Candidate Interviews placement.Our team coordinates dates and times for one-on-one in- From flights to first impressions and everything in between, person meetings or Zoom video meetings. SearchWide Global guides you in coordinating the logistics for Zoom video or in-person interviews.If five candidates will be Week 1-2 interviewed,a format might be as follows: Position Overview and Marketing Plan Day I After the Needs Assessment,our dedicated team creates a detailed Pre-Meeting 12:00pm-12:45pm position description/organization overview that incorporates your Candidate 1 12:45pm-2:00pm existing job description and provided materials.We request that your Candidate 2 2:15pm-3,30pm Search Committee approve this positioning document as it also acts Candidate 3 3:45pm-5:00pm as a high-quality sales and marketing tool. Day 2 Week 3-10 Pre-Meeting 8:00am-8:15am Prospecting and Qualifying Candidates Candidate 4 8:15am-9,30am Candidate 5 9:45am-11:QQam We take a targeted approach to marketing your position.We use our strong relationships(inside and outside the industry),solid processes, Wrap Up Meeting 11:15am-12:3Qpm a robust database,and industry expertise to provide your organization with only the best and brightest candidates.Our team provides you Week 14-15 with weekly updates on candidate activity. Candidate Second Interviews These interviews are for the finalist(s)and are a great time to break Week 11 bread to really get to know one another.We also recommend inviting Review Candidate List with Search Committee significant others for this second interview.This could also be an A summary of the tap 8 to 10 candidates will be available to review on appropriate time to include other stakeholders in the process. our secure web portal. We review this list with your Search Week 14-15 Committee via Zoom video to select the top 4 to 6 candidates to interview. Offer and Negotiation -We're Almost There! We handle the entire offer and negotiation process on your behalf to ensure everything goes smoothly and seamlessly.We can provide Candidate Processing of Short List guidance on term sheets,employment agreements,and extensive Once we have all agreed on the candidates advancing to interviews, competitive salary surveys.We also handle the turndown process SearchWide Global completes the following steps for each candidate: with the other candidates in a way that protects the reputation and • detailed reference checks.We speak with one supervisor and one integrity of everyone involved. direct report for the first round of interviews.For the finalists,we Week 14-15 speak with an additional four references. • Conduct a detailed background check that covers federal,county, Continued Service and state criminal history,credit,driving,and education Our commitment does not stop once you've selected the best verification. candidate.We stay in close contact with your organization and • Have candidates complete a diSC personality assessment. the placed candidate with quarterly check-ins to ensure that all • Conduct an extensive Google search. parties remain satisfied and productive. �r PARTIAL CLIENT LIST r'�I ,�� ' � Illlll llllll ��u„ IIIIII iiiiii IIIIII ��u„� IIIIII � uiiii iiiiii IIIIII ii�ull Illlll IIIIII� ��u„ IIIIII iiiiii n • Bal Harbour,FL I Tourism Director/CMO Bath County,VA President Brevard County, FL I Director f/i 1 l (��o�i� (lt(klt f f�i % lOf"'�*'� r • Butte County,CA I Executive Director �✓ SAY ��rr� /�r11>'�;��'�� r � ��,^�, , • Columbia County, FL I Executive Director M, • Door County,WI I Chief Executive Officer r • Emerald Coast, FL I Executive Director • Franklin,TN I President/CEO,VP of Finance& s Administration Greenville,SC I President/CEO,Vice President of Sales Hattiesburg, MS I Executive Director Hilton Head Island,SC I Director of Marketing Jacksonville,FL I President/CEO,VP of Sales, Director of I , r / /,t m �6uura, ian i/ar 'a� a run a �s�r a i �o �yptnr m/ar, P//iii i/ I//r//) � Convention Sales Kissimmee, FL I President/CEO Miami, FL I President/CEO,SVP of Sales,SVP of Marketing & Tourism, Multicultural Vice President,Senior Sales Manager, Director of Sales • Mississippi Gulf Coast,MS I Executive Director Mobile,AL I President/CEO • Myrtle Beach,SC I President/CEO,CMO, Director of DEI, ry' Executive Director-Sports Tourism, Director of Marketing • North Myrtle Beach,SC I President/CEO • Orlando,FL I President/CEO(3),COO,Chief Sales Officer, + ° / SVP of Sales • Palm Beach, FL I President/CEO,SVP of Group Sales,VP of Convention Sales&Destination Services,Associate Vice President Integrated Marketing,Associate Vice President Group Sales,Senior Director of Sales, Director of Sales— iN Specialty Markets/West Coast, Director of Events, t il��,ni9l� P Y Tradeshow&Strategic Sales Partnership � lr IE� e • Panama City Beach, FL I Conference&Group Sales Manager Pensacola, FL I President / Santa Cruz County,CA I CEO/EVP • Sarasota County, FL I President/CEO Jul o �i� St. Petersburg/Clearwater, FL I Executive Director,CMO • Virginia Beach,VA I Executive Director „ iYYYYYY YYYYYYYYYY i yyuVVyuVui, rvrt'rr��rv�ar liv I PARTIAL CLIENT LIST e f Baltimore Orioles I Vice President,Sales&Corporate Partnerships Center for Exhibition Industry Research(CEIR) I Cry mlW �y�� /lr'lr a Ip/j � r % ra i President/CEO Chattanooga Sports&Events Committee I Executive Director Chicago Cubs I Sales Manager-Conferences, Meetings& Social Events Denver Sports I Executive Director - Destinations International(formerly DMAI) I President/CEO, Chief Operating Officer Freeman/FreemanXP I President, Freeman Marketing y Vi f4rrr:' r Solutions,Senior Vice President Creative,Vice President, Client Solutions, multiple Vice Presidents, Director&Account Executive positions - Hawaii Tourism Authority I President/CEO - International Association of Exhibitions&Events(IAEE) President/CEO - International Association of Venue Managers(IAVM) I President CEO,CFO - Meeting Professionals International(MPI) I CMO,SVP of l on, Business Development - New Orleans Hotel &Lodging Association I Executive Director - PRA I CEO, EVP of Global Sales&Marketing, Las Vegas �'i x / /y/�i ��i�r�l u �IYN' ✓,rryNi✓ iN rt3',f�r iw General Manager - Savannah Sports Council I Director - Sports ETA(formerly NASC)I President/CEO �4 - USA Archery(National Governing Body-Olympics) I CEO ep Jack Johnson Y oeSTiNATioNs Chief Advocacy Officer Destinations International r "SearchWide Global handled all the components of the search for me very professionally.I was provided a stellar group of finalists for consideration,including the inclusion of an out-of-the-box type candidate I requested.Very satisfied with both the process and the I , 1 , result" , Ar % � 1 � err, f PARTIAL CLIENT LIST dill ue r Anaheim Convention Center I Deputy Director „ r Dallas Convention Center I General Executive Manager r Nashville Convention Center I General Manager r r New Orleans Convention Center I President/General Manager r Massachusetts Convention Center Authority I General Manager, Boston Convention and Exhibition Center and the John B. Hynes Convention Center r Miami Beach Convention Center I General Manager r Orlando Convention Center I Executive Director r San Antonio Convention Center&Alamo Dome I Executive Director frr irr, r, rr rrur �rrr"liar,i;rJ»r""mfl",Gl rr xirnciiuuA"�irJsfarlarrrr«ra�lrrr%%rrr ic✓ r 64 • San Diego Convention Center I President/CEO "f the C lraas FScrw,1 �Ysa��a "l rkaiasi s_ � Washington State Convention Center I Vice President of Operations 7N i II � r Associated Luxury Hotels International(ALHI)I President/CEO, i Regional VP r Broadmoor I Vice President of Sales&Marketing, Director of National Sales -Exhibition&Tradeshow r Fairmont Hamilton Princess I Director of Sales&Marketing Hilton Worldwide I Vice President Commercial Director- Hawaii r Loews Miami Beach Hotel I Various property and corporate positions Mohegan Sun I Vice President of Exhibitions&Convention Sales r Omni Hotels I Various property and corporate positions A, wN r Pacific Hospitality I Chief Financial Officer r Starwood Hotels and Resorts I Vice President of Sales r Hard Rock Atlantic City I Director of Sales Freddie Peterson % M I AM I BEACH General Manager Miami Beach Convention Center "The journey with SearchWide Global from the very beginning to the end,and the follow-up after the placement,has been truly amazing and exceptional.Top-notch!They truly went above and beyond on i! behalf of our teams and the candidates.We could not be happier!" s r- •r. • -r • r- • �S REFERENCES % � j/%///// lllk IIII IIIII lQNS IIIIIIII IIII Ilk lll4 llll IQlll II Don Welsh, Client President & CEO 202-835-4219 dwelsh@destinationsinternational.org IIII�� IIII� ��"��7 IIII IIII�� ""IIII IIII IIIIIIII IIII�� IIII��IIII IIIIII�IIII I� 'IIII°�IIIIIIII I'�� /'�� Peter Yesawich, Client Vice Chair 202-692-1829 pyesawich@mmgyglobal.com 1� " III JIII11111111A IWA�IfiI CQII II11111111 ""IIII""'IIII „ IIII III IIII)V�II9II IIII „ II ZS ' Bruce Orosz, Client Search Committee Member101 r 305-538-3809 1 borosz@actproductions.com SSA Joy Jibrilu, Client CEO 242-376-0050 jjibrilu@npipb.com IIIIIIII'' II I�� IIIP'IIII ��IIII��IIII � �" �� Brian Lowack, Client President & CEO , 727-480-5228 blowack@visitspc.com t r � Y 1 � I �, FEES & GUARANTEE r I,+91%�+t�//�I/r "✓ 'r,,, u �(4 , „ ,,," //� ii / � r/( ril(/1 J/i �rrSi r r I oh/ Our professional fee for conducting the executive search is 30%of the annual base salary of the placed candidate. In addition,SearchWide Global will bill any out-of-pocket expenses that were approved by your company in advance that were related to the search.For example,out-of-pocket expenses may include but are not limited to candidate travel, lodging, meals, DiSC assessments, background checks,job postings,OnBoard access,or other necessary and reasonable expenses.Your company is responsible for meeting and interview expenses. Our professional fee will be due in three installments as follows: ONE THIRD Due upon signing the Agreement. SearchWide Glo6al r antee ONE THIRD Due within 30 days of signing the Agreement. We are so confident in the quality of our services,that should the executive leave their position within 12 REMAINING BALANCE + EXPENSES months of placement,Sarchide Global will replace Due upon completion of each search,such as the executive or provide another executive for a' placement of a candidate,closure of the search different opening at no'chrge. by the client for any reason,or the client places the search on hold for more than 60 days. „r � ” % s I/;;( 'd )uPld" Pi •. � � Y os Ir�I//(�1/j,riii�f��//� ///��/j r (tt, ruii It r G ! r � /. . » a � I b � b.- ,� � ro� �, �,,, a Y111 PROPOSED,, UDGET (ESTIMATE) /r Nlllrrrra iaanAIf „;,1 /r/,lr Ji,, ��11rS"Uki�1�1V� (!d!!!��',,�(f r 11 r r r , , , _h,�6�lr��ur��ul�uria�i�r� M ,k� r,r r , , ,„ „ ,,,,, ��H�� , ,�s111d1Nfr�ar��l�G�f(��l� to/, � �r�l W, n � h�iV'N �� ,l��l�rJ,7�r� ?�i 1+��'f((h�(� •!� �(t 1 rN i' r ,, r ✓ir rr r ,,, - - �...,. ;..r „, ,. ,.. r ,.. &I✓/r�, y rir. .e�jrl�!(y r r l!!, .IJ r ,rni, r.,✓r,.. r r Y9, lOt Wi,uuuar(,rsi! Ny r � 1 r (� / / / r H 1I�/ Jr � l_r. r�,/ �, r� r l rl �r //r 0,,, � r r � r r � ,/ r / r , r , .. // lUL%/f///l,o�/1rfw,�y�,r .//// ✓�ir,�»,,.,:-%i��!!�!/„f/�ll�»Ja�Ji�611ltiUll� � U� 11`l � �> �1(� `��n � ;, , r, r rr. rrurr ii' r r�/r1//;oar rioii'lac,/„//cr✓,..r0//i/%l,r,r»; a�rrale/%;,,; ,r.,r,/, � rarrrr„�/�ri/Il//o r�///r,n,/,y; ^,.!� r r `{j,,L fl AN/„ 4 1 �..'"'�r�,lv^7Jn/�Y�,(^. r )1 '-t'� /..�fll �'G,,� »�,,,.,, " ,� h; r..rlur,�✓r�A�,,,, ,/,..i�»rr//ir�tec�ulwUrmumi�.arr//rrr�r.,, ..,,,,,�r�O(ir �: /rl,..ia/�.,avrr �✓i�� ., f�.,:✓e <.(yr.:°br,r:/ .k�f�;.r IulYfr.,, ,.1��,.; MEN ,..�US�U�UIiSJ1��Ylt�... Placement Fee (30% of estimated $250,000 base salary) $75,000 Background Checks: Estimate $250-450 Per Candidate $1,500 Estimate 5 Candidates X $300 DISC Assessments: $125 Per Candidate, Estimate 5 Candidates $625 Candidate Travel: $6,000 Final Interviews, Estimate 4 Candidates Consultant Travel: $1,500 Final Interviews Estimate Job Postings $500 OnBoard (online portal to share confidential information) Estimate $250 CONSORTIUM PARTNERS SearchWide Global has partnered with four well-respected companies in the destination marketing organization (DMO)industry to better serve our clients with the collaboration and alignment of services.The consortium provides a suite of services and long-time expertise to help DMO leaders operate more successfully and profitably. IIIII IIII sil IIl CFO by design works with clients to uncover opportunities to strengthen �U financial and organizational practices and priorities.They provide industry- leading solutions to establish a solid operational foundation,exceptional sM community alignment,and to provide accountability to stakeholders while CFOby design allowing leadership to focus on the core of running the organization.For more information,contact Julie Hart at 512-409-9630 or jhart@cfobydesigntx.com. IIIII III" Civitas specializes in developing long-term funding strategies for destination T o marketing organizations.Civitas is the nation's leading firm in Tourism Improvement Districts.The Civitas team has helped form over 100 districts CIVI Ti AS throughout the United States and,in many cases,have doubled or tripled the DMO budget.For more information,contact John Lambeth at 916-436-5029 or lambeth@civitasadvisors.com. ............................................................................... IIIII VIIII' 16 IIIII III°°le Fired Up!Culture provides timely,strategic,and supportive consultation in the areas of inclusion,engagement,people alignment,organizational change,and leadership development.Assisting to shape the philosophies,practices,and skills w of thousands of dynamic leaders,managers and teams,Fired Up!Culture works Firedalongside your leadership team with a proven,data-driven suite of solutions to U L T IUI R E produce business breakthroughs like never before.They'll help you design and implement a people plan that will cultivate a culture of excellence.For more information,contact Chris Ihrig at(855)9-FIREUP or cihrig@firedupculture.com. ill e !l u I'r l-@.L:GL!..!.!..r.'.-..".:.r:'.!::Il:I ,1�I" EI µ.1w C()1B,U ILT IllN GD M 0 IIIII�� IIIII IIIII�� 11111°°� �8�ilf DMOproz is Zeitgeist Consulting and a resource for Destination Marketing Organization Professionals everywhere.Since 1995,Zeitgeist has provided cutting- edge Consulting and Speaking services to the Tourism and Hospitality Industry PROZ with a focus on Destination Marketing and Management Organizations across North America.For more information contact Terri White at(608)999-0325 or terri@dmoproz.com. CONSULTANT PARTNER SearchWide Global also has close relationships with some of the most well- respected consultants in the tourism industry. JLL's Tourism &Destination Advisory practice specializes in representing the DMO and adding value to the public sector's j LL investment in this important sector of the global economy.We have delivered customized solutions for more than 100 destinations,cities, regions,states and countries—partnering to attract visitors, convention delegates, improve the overall tourism landscape and ultimately make our clients'destinations more competitive. SearchWde Global IIIR III III III I Il 1"1 G lR 0 W 1 I1-1 We are driven by our values, fully knowing that our work impacts people's lives every single day. You can count on that passion and expertise to deliver the best candidates to you. We enjoy what we do and will help make this a positive and productive experience for you. CONTACT FF ES 680 Commerce Drive#220 Cincinnati,OH Kellie Henderson St. Paul, MN 55125 Dallas,TX Senior Vice President info@searchwideglobal.com A cksonville, FL Pirect:703.912.7247 AM j 888-386-6390 Toll-Free o� ,;/ hoenix,AZ, Mobile:703463.7042 'i% i/ 651-275-1370 Office Washington, D.C. hender�frrarchwideglobal.com j 651-275-1367 Fax I M I A CRY DATE(MMIDD/YYYY) A�" CERTIFICATE OF LIABILITY INSURANCE 04/22/2024 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 CONTACT Renee Peabody NAME: Valley Agencies,Inc. a/c Nr o Ext: (651)439-2930 a/c,No): (651)439-0487 950 Hwy 95 N E-MAIL rpeabody@valleyagencies.com ADDRESS: INSURER(S)AFFORDING COVERAGE NAIC# Bayport MN 55003 INSURERA: Landmark American Insurance INSURED INSURER B Search Wide Global,Inc INSURERC: 680 Commerce Drive INSURER D: Suite 220 INSURER E: St Paul MN 55125 INSURER F: COVERAGES CERTIFICATE NUMBER: CL2442209201 REVISION NUMBER: 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 CONTRACTOR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAYBE 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 TYPE OF INSURANCE POLICY EFF POLICY EXP LTR INSD WVD POLICY NUMBER MMIDD/YYYY MMIDD/YYYY LIMITS COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ DAMAGE TO RENTED CLAIMS-MADE OCCUR APPROVED BY RISK MANAGEMENT PREMISES Ea occurrence $ DATE 4�23�2024 MED EXP(Any one person) $ PERSONAL&ADV INJURY $ GEN'LAGGREGATE LIMITAPPLIES PER: WAIVER N/A YES_ GENERAL AGGREGATE $ POLICY ❑ PRO ❑ LOC PRODUCTS-COMP/OP AGG $ JECT OTHER: $ AUTOMOBILE SINGLE LIMIT $ LIABILITY C Ea accident ANYAUTO BODILY INJURY(Per person) $ OWNED SCHEDULED BODILY INJURY(Per accide nt) $ AUTOS ONLY AUTOS HIRED NON-OWNED PROPERTY DAMAGE $ AUTOS ONLY AUTOS ONLY Per accident UMBRELLA LIAB OCCUR EACH OCCURRENCE $ EXCESS LAB CLAIMS-MADE AGGREGATE $ DED I I RETENTION $ $ WORKERS COMPENSATION PER OTH- AND EMPLOYERS'LIABILITY Y/N STATUTE ER ANY PROPRIETOR/PARTNER/EXECUTIVE ElN/A E.L.EACH ACCIDENT $ OFFICER/MEMBER EXCLUDED? (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $ If yes,describe under DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ Errors and Omissions General Aggregate $3,000,000 A LHR849866 06/09/2023 06/09/2024 Each Occurrence $1,000,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required) CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF,NOTICE WILL BE DELIVERED IN Monroe County Board of County Commissioners ACCORDANCE WITH THE POLICY PROVISIONS. 1100 Simonton St AUTHORIZED REPRESENTATIVE Key West FL 33040 @ 1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD FIRST AMENDMENT TO AGREEMENT WITH SEARCHWIDE GLOBAL THIS FIRST AMENDMENT TO AGREEMENT, is made and entered into this 3rd day of May 2024, by and between Monroe County, Florida, (hereinafter called the "County"), and SearchWide Global, Inc. (hereinafter called the "Contractor"). WHEREAS, the County and Contractor entered into an Agreement for Professional Consultant Services on April 23, 2004 ("Agreement") to assist with a nationwide search to hire a new Chief Execution Officer(CEO)for the TDC administrative office; and WHEREAS, the Payment and Billing provisions, as set forth in paragraph 3. of the Agreement are being revised to tie payment amounts to completed tasks performed by the Consultant; and WHEREAS, the Consultant has developed a "Proposed Work Plan" which outlines events/tasks with completion dates which will be the basis upon which payment will be made under the Agreement; and WHEREAS, County desires to enter into this Amendment to the Agreement to allow for these services to continue and to allow for payment as set forth herein; NOW THEREFORE, in consideration of the mutual covenants contained herein, the parties agree as follows: 1. Amend Paragraph 3. PAYMENT AND BILLING to read as follows: Payments will be made upon three installments as set forth below and upon submission of an invoice in accordance with the Local Government Prompt Payment Act. One-Third (1/3) of the professional/placement fee of$75,000.00 or $25,000.00 (30% of the estimated $250,000 base salary of position) is due upon completion of the following event/task: • Needs Assessment Interviews- as set forth in the Proposed Work Plan- created by the Consultant and Attached hereto as Exhibit A. One-Third (1/3) of the professional/placement fee or $25,000.00 is due upon completion of the following events/tasks: • Develop Position Description and Marketing Plan • Gather Organization Information One-Third (1/3) of the professional/placement fee or $25,000.00 is due upon completion upon each search, such as placement of a candidate, closure of the search by client for any reason, or the client places the search on hold for more than 60 days and unless the search is placed on hold for more than 60 days, upon completion of the following events/tasks: • Prospecting and Qualifying Candidates • Review Candidate List with Search Committee • Candidate Processing of Short List • Final Candidate Information Delivered • Video Interviews • Candidate Processing of Finalist • In-Person Interviews • Offer and Negotiation • Selection and Appointment Each invoice will be submitted with supporting documentation in a form acceptable to the Monroe County Clerk of Courts and Comptroller, based on generally accepted accounting principles, and such laws, rules and regulations as may govern the Clerk's disbursal of funds. If the CONSULTANT'S duties, obligations and responsibilities are materially changed by written amendment to this Agreement after execution of this Agreement, the Agreement shall be amended in a writing signed by both parties. IN WITNESS WHEREOF, the parties hereto have caused this Amendment to Agreement to be executed the day and year first above written. CONSULTANT Board of County Commissioners SearchWide Global, Inc. of Monroe County 05.07.2024 Kellie Henderson, Senior Vice President K vin Wilson Acting County Administrator MR'9hdROE COUN FY A7101MEY DATE. .5/3124 Amendment to Agreement with SearchWide Global 2 Exhibit A Key' k `4 KeSearchWide Global, fYMW� � PROPOSED WORK PLAN Event Completion Date Needs Assessment Interviews Week of April 29 Prior to beginning the search, a detailed Needs Assessment will be completed to fully understand the role that the new executive will be expected to play.This includes phone,video, and/or face-to-face meetings with key stakeholders and staff. SearchWide Global will coordinate dates and times. To help us prepare for the Needs Assessment interviews, we will ask that you provide us with: • List of key stakeholders and staff, including name, company, email, and phone number. Develop Position Description and Marketing Plan Week of April 29—May 10 After the Needs Assessment, we will create a detailed position description/organization overview (incorporating your job description) that will act as an important sales and marketing tool. This will require final approval by Diane Schmidt, Chair of the Search Committee. To help us create the most accurate position description,the following information is requested from you: • Way of life, selling points of your destination and points of interest. • Specific details about your organization, size, scope, budget, governing structure, etc. • Details about your venues, hotels and attractions. • 5-10 relevant pictures. • Any video links to highlight the destination,the product, or organization. Gather Organization Information Week of April 29—May 10 As we begin the search, we will proactively recruit qualified candidates who are curious about this position and will want to learn more.We will request the following types of information from your organization to give to qualified candidates so they can continue to consider this opportunity: • Bylaws • Annual Report • Budget • STR Report • Sales and Marketing plans • Employee Benefits and Cost • Organization Chart • Visitor information/Economic Impact • TAP and RevPar Reports Prospecting and Qualifying Candidates Week of May 13—June 21 SearchWide Global takes a targeted approach to marketing the position and sourcing candidates. Immediately after you approve the position description, we will post the position on our website, your industry website, and any other sources defined in the needs assessments. We use our strong relationships (inside and outside the industry), solid processes, robust database, and industry expertise to provide your organization with only the best and brightest candidates. Weekly updates will be provided on candidate activity. Review Candidate List with Search Committee Week of June 24 A summary of the top 8 to 10 candidates will be available to review on our secure web portal. We will review this list with the Search Committee to select the top 5 to 6 candidates for the Committee to interview. Search Committee members will need to be present for a public meeting. Candidate Processing of Short List Weeks of June 24—July 1 Once we have all agreed on the 5 to 6 candidates advancing to interviews, SearchWide Global will complete the following steps for each candidate: • Detailed reference checks.We will speak with one supervisor and one direct report for the first round of interviews. For the finalists, we will speak with an additional three to four references. • Have candidates complete the DiSC personality assessment. Final Candidate Information Delivered Week of July 8 To prepare for the interviews,the summary, resume, DiSC profile, and checked references for each candidate will be available to review on our secure web portal. Video Interviews Week of July 8 SearchWide Global will work with you in coordinating the video interviews. If five candidates will be interviewed, a suggested format might be as follows: Day 1: Day 2: 12:00pm—12:45pm Log-in/Pre-Meeting 8:00am—8:15am Log-in/Pre-Meeting 12:45pm—1:45pm Interview 1 8:15am—9:15am Interview 4 2:00pm —3:00pm Interview 2 9:30am—10:30am Interview 5 3:15pm —4:15pm Interview 3 *An in-person wrap up meeting will be scheduled to decide what candidates will advance to in-person interviews. Candidate Processing of Finalists Weeks ofJuly8—July22 Once we have all agreed on the candidates advancing to in-person interviews, SearchWide Global will complete the following steps for each candidate: • Detailed reference checks. We will speak with an additional three to four references. • Conduct a detailed background check that covers federal, county, and state criminal history, credit, and driving and education verification. In-Person Interviews Week of July 22 This will be for the finalist(s)and should include a meal with the Search Committee.This is also an appropriate time to include other stakeholders in the process. All candidate expenses (airfare, lodging, meals, mileage, ground transportation, baggage fees, etc.) will be reimbursed directly to the candidates from your organization. We would like your assistance to secure an interview location and establish billing. SearchWide Global will facilitate logistics and timing between the selected candidates and the Committee. Offer and Negotiation SearchWide Global has extensive experience handling the hiring, negotiating and turn down process, in a way that protects the reputation and integrity of everyone involved. Selection and Appointment Our interaction with your organization and the placed candidate does not stop when the search is closed.We stay in close contact on a quarterly basis to ensure that all parties remain satisfied and productive. DATE(MM/DD/YYYY) C7"R" CERTIFICATE OF LIABILITY INSURANCE 04/22/2024 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 CONTACT Renee Peabody NAME: Valley Agencies,Inc. PHONE (651)439-2930 FAX (651)439-0487 A/C No Ext: A/C,No): 950 Hwy 95 N E-MAIL rpeabody@valleyagencies.com ADDRESS: INSURER(S)AFFORDING COVERAGE NAIC# Bayport MN 55003 INSURERA: Landmark American Insurance INSURED INSURER B SearchWide Global,Inc INSURER C: 680 Commerce Drive INSURER D: Suite 220 INSURER E: St Paul MN 55125 INSURER F: COVERAGES CERTIFICATE NUMBER: CL2442209201 REVISION NUMBER: 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 CONTRACTOR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAYBE 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 TYPE OF INSURANCE POLICY EFF POLICY EXP LTR INSD WVD POLICY NUMBER MM/DDIYYYY MM/DDIYYYY LIMITS COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ DAMAGE TO RENTED CLAIMS-MADE OCCUR -PREMISES Ea occurrence) $ MED EXP(Any one person) $ PERSONAL&ADV INJURY $ GEN'LAGGREGATE LIMITAPPLIES PER: GENERAL AGGREGATE $ POLICY ❑PEA ❑ LOC PRODUCTS-COMP/OPAGG $ OTHER: 9� $ AUTOMOBILE LIABILITY q� 4 �," ,q. COMBINED SINGLE LIMIT $ Ea accident ANYAUTO BODILY INJURY(Per person) $ OWNED SCHEDULED �_ �� BODILY INJURY(Per accident) $ AUTOS ONLY AUTOS '�' HIRED NON-OWNED 56.24 PROPERTY DAMAGE $ AUTOS ONLY AUTOS ONLY I,q ��,m„ ,.,�.�� ^�^--'�""""""'""" Per accident WAN" $ UMBRELLA LAB OCCUR EACH OCCURRENCE $ EXCESS LIAB CLAIMS-MADE AGGREGATE $ DED I I RETENTION $ $ WORKERS COMPENSATION PER OTH- AND EMPLOYERS'LIABILITY YIN STATUTE ER ANY PROPRIETOR/PARTNER/EXECUTIVE El E.L.EACH ACCIDENT $ OFFICER/MEMBER EXCLUDED? (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $ If yes,describe under DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ Errors and Omissions General Aggregate $3,000,000 A LHR849866 06/09/2023 06/09/2024 Each Occurrence $1,000,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required) CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF,NOTICE WILL BE DELIVERED IN Monroe County Board of County Commissioners ACCORDANCE WITH THE POLICY PROVISIONS. 1100 Simonton St AUTHORIZED REPRESENTATIVE Key West FL 33040 ©1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD SECOND AMENDMENT TO AGREEMENT WITH SEARCHWIDE GLOBAL THIS SECOND AMENDMENT TO AGREEMENT, is made and entered into this 11t" day of September 2024, by and between Monroe County, Florida, (hereinafter called the "County"), and SearchWide Global, Inc. (hereinafter called the "Consultant"). WHEREAS, the County and Consultant entered into an Agreement for Professional Consultant Services on April 23, 2004 ("Agreement") to assist with a nationwide search to hire a new Chief Execution Officer(CEO)for the TDC administrative office; and WHEREAS, the County and Consultant entered into an Amendment to the Agreement dated May 3, 2024 to revised the Agreement to tie payment amounts to completed tasks performed by the Consultant; and WHEREAS, the Consultant successfully completed the services to hire a new CEO and the CEO desires to utilize the Consultant to assist with the search to hire a new Chief Financial Officer (CFO) for the 3406 North Roosevelt Blvd. Corporation d/b/a Visit Florida Keys (VFK); and WHEREAS, County desires to enter into this 2nd Amendment to the Agreement to allow for the Consultant to provide services to assist with hiring a CFO which will be paid from Tourist Development Tax funds; and WHEREAS, The County initially obtained price quotes and Consultant was found to be the lowest responsive responsible bidder; and WHEREAS, the Consultant has agreed to fee of 30% of the base salary of the CFO and to the extent that any additional price quotes would be needed the County hereby grants a waiver to obtain additional price quotes for these professional services; NOW THEREFORE, in consideration of the mutual covenants contained herein, the parties agree as follows: 1. Amend Paragraph 1 . Scope of Service to add the following: CONSULTANT will provide such document preparation, consultations, work product and advice as may be requested to 1) Assist with Developing a Scope of Services/job description for the CFO for Visit Florida Keys in order to search and hire for the CFO position 2) Assist with a Search for CFO for VFK 3) Assist with advertising said position; creating criteria for the selection of applicants and criteria for the C E O to utilize in her selection of an applicant 4) Review and V e t applicants based upon the developed criteria; and 5) Implement a hiring schedule and process and other services as set forth in more detail in the Proposal- Attachment A and Proposed Work Plan-Attachment B. 2. Amend Paragraph 3. PAYMENT AND BILLING to add the following regarding services for the CFO hiring: Payments will be made upon three installments as set forth below and upon submission of an invoice in accordance with the Local Government Prompt Payment Act. One-Third (1/3) of the professional/placement fee of $52,500.00-$60,000.00 (30% of the estimated $175,000-$200,000 base salary of position) is due upon completion of the following event/task: • Needs Assessment Interviews- as set forth in the Proposed Work Plan- created by the Consultant and Attached hereto as Exhibit B. One-Third (1/3) of the professional/placement fee or$52,500.00-$60,000.00 is due upon completion of the following events/tasks: • Develop Position Description One-Third (1/3) of the professional/placement fee of$52,500.00-$60,000.00 is due upon completion upon each search, such as placement of a candidate, closure of the search by client for any reason, or the client places the search on hold for more than 60 days and unless the search is placed on hold for more than 60 days, upon completion of the following events/tasks: • Prospecting and Qualifying Candidates • Review Candidate List with Search Committee • Candidate Processing of Short List • Final Candidate Information Delivered • Video Interviews • Candidate Processing of Finalist • In-Person Interviews • Offer and Negotiation Selection and Appointment Each invoice will be submitted with supporting documentation in a form acceptable to the Monroe County Clerk of Courts and Comptroller, based on generally accepted accounting principles, and such laws, rules and regulations as may govern the Clerk's disbursal of funds. If the CONSULTANT'S duties, obligations and responsibilities are materially changed by written amendment to this Agreement after execution of this Agreement, the Agreement shall be amended in a writing signed by both parties. 3. This Amendment will be retroactively effective to September 3rd 2024. IN WITNESS WHEREOF, the parties hereto have caused this Amendment to Agreement to be executed the day and year first above written. 2nd Amendment to Agreement with SearchWide Global 2 CONSULTANT Board of County Commissioners SearchWide Global, Inc. of Monroe County Kellie Henderson, Senior Vice President Kevin Wilson Acting County Administrator F+4'(33dROE COUNTY ATTORNEY M 117wTa v,T,17 a;,To r+TTR ASSISTANT COUNTY ATiTORN'EY DATE._,a 2.$/24__.....__..., 2nd Amendment to Agreement with SearchWide Global 3 , /, /� �a:;,,.�, ,��; �„�� % �� '�� i,,llrrll' � S ,,,��///�//�� / �/�r� ire,,r r,,, )�,//�J��/1/� �� /i ,,, ,oaa///////// „� � � � �. / i /i � . . � , �,, / � / iii / i , / / / / /� /i / /i, / // / ///// ,/ �, ii o � � 11 ,/ � / �� / / ii , � � 1 � �% i 1 / � / , ,//// ,, � � � �// . ��/� � �i ,,,,� , , � �/ , 1 �� /// % , �.� ,,.ii, ��...... � �.... , i„ �, �r , ,, � o / � � , � r �, ,� i ��,,, �. / li� „�, i �� e i i / „i i , i / i i fl r U �/ .i v. „ . .�,., . . � 1� 1 ,., r l �� l i ,/, ��„�. it ,. i _ 1 � 1 f � / ,ll /„ i, ,,,..,,,,, „i. .i / / /� l .i �, � U. �r 1 � f 1 �� r / r Ui U GA f/ GA / i , i, / �i / G/ � 1 �I I, I 11,E o� ,/// ., �II r, G / �� /r, / ,r � % �� l � 1 �� I � 1, f� ,, �,� i / l,r,� � / � i ,,1//, 1 f �� U ll�/fall�,� J l i., 1 �, i �l�< <�iuuN��lN�ami��Wii�im�ilimulfl�ra�f��Il��ff�l�ouitl�� i�i�� ;i�lr�,� /iafOii� u ��/a�<<� i��IiiM��rrrr� J�++rrara��l�uull��uu� rmvNl�i�JJ) �� r�� 1 �i i� u� �� i ,�i i ui�4 � /� , ,�� , i �i //// a ll. // ��l , � � ; , f Jl, � ��,�ff I � I t �r � �1 s rw � tl r� ,�, � � i A a;, ,�� i)' ," �,��, � � ,r Vi ,�/��/rid ,h j ' � � � +��„ ° �I�'�. r�l I� 4 J i ,;,;h,l�l., ��, ., e �p d �u ,, , i w� �o ��°�,�d�� ,,, � v,�,,�,,, �o,�Y�i „�iw ,� 1„ �l � � a � a" '�`��l��yi,��f ,, r �a �� ro�,� �, i r' ik±�� , ��1 � miu, - ,,,a„ Y r � �, „� �,; � ,r rfr �� e,i t� 1, �,,, , �, w,., lUl�l� ., i �r "", � .� � � � � • .�,, ,. �� , � � �� i �,. Dear Maxine Pacini, Thank you for inviting SearchWide Global to share our ;,/! experience and expertise with you. We understand the ��f significance of this search and realize its importance for the Monroe County Tourist Development Council. Selecting the next Chief Financial Officer for the Monroe County Tourist Development Council will require a thoughtful,transparent, and effective process, with failure not being an option. We understand your new leadership must bring skills that include: • The ability to represent the Monroe County Tourist Development Council and the greater community thoughtfully and respectfully. • Exceptional strategic leadership skills. • Seamless communication with and management of important stakeholders in the greater community. yl f r u 6 /,r v rr r eJl o rf SearchWide Global specializes in C-level and director- level executive searches for companies ranging in size from Fortune 500 corporations to mid-sized public and private companies and associations. We are a full- Thank you again for the opportunity to share our service executive search firm primarily for companies experience. We really appreciate your consideration in the travel, tourism, hospitality, lodging, convention, and look forward to learning more about your trade association, venue management, and experiential expectations so that we are focused to find the best marketing industries. of the best! We will work hard to ensure that we deliver a diverse slate of candidates with experience aligned with your organization's expectations. We focus on workplace Senior Vice President,SearchWide Global diversity in our process, highlighting the differences and similarities that people can bring to an organization. We are proud of the diversity of our placements and we strive to be inclusive of everyone throughout our prospecting phase. Since 2019 to date,63%of our placements have been female or BIpOC. SearchWideGlobal.com YOUR EXECUTIVE SEARCH TEAM fil i�'�� "iuil'II'IIIIIJf��11�11�1�i°� i � � � iiiuiuillllllllllll . SearchWideGlobal.com Integrity I Ethics I Passion I Respect I Inclusion 03 �ry�my� � Mr*� � + + +'Ii'� ��I�I�IUI�III�IIIIIII �I ^IhflIRIY�I�1Y��IIV�III M h�IIIIIIII �IIIIIIIIIIIIIIII �II GAMMIA JONlS .... �.� sucwwtn rxoHce cmr�w�Nnfa M�.a�'n4w��M1�mRwMWa. `�rtkMh�}�m�llou� „ lalaaa�a�a�a�a�� IIIIII ;� � `�¢ry � ""� '�i�m" �'� , aaiaiaiaiaii��a�a ii �i�!(lNIIIIII,I,IIIIIIIIIIIIIIIII I 'i' OUR SIGNATURE PROCESS: You Stq��p of C��ie Way We are committed to providing extraordinary services every step of the way by offering unique deliverables tailored to fit your needs while creating bench strength within your organization.Working with us is an experience that many have described as a white-glove level of service and we want to share that experience with you.Additional details about our approach and signature search process are as follows: Week I Week 1-2 Needs Assessment Position Overview Interviews and Marketing Plan Week 3-10 Prospecting and Qualifying Candidates Week 11 Review Candidate List with Search Committee Week 11-12 Candidate X Processing of Short List Week 13 Final Candidate Information Delivered Week 13 Week 14-15 Candidate Interviews Candidate Second Interviews Offer and Negotiation SearchWideGlobal.com Integrity I Ethics I Passion I Respect I Inclusion 04 OUR SIGNATURE PROCESS: Week 1 Week 1 Needs Assessment Interviews Your Final Candidate Information iivr We begin the search with a detailed Needs Assessment to fully To save you time as you prepare for the interviews,the understand the role that the new executive will be expected to play. summary,resume,checked references,background,and DiSC We like to meet one on one with the search committee,board profile for each candidate will be securely and easily members,staff,and other key stakeholders to better understand the accessible for you to review on On Board,a secure web portal, perspectives of everyone involved.This also allows us to get a better using your own computer,mobile phone,or tablet. understanding of the organization's culture as well as what is working and areas of improvement.Our Needs Assessment process is key in Week 1 finding you the best of the best and ensuring longevity with the Candidate Interviews placement.Our team coordinates dates and times for one-on-one in- From flights to first impressions and everything in between, person meetings or Zoom video meetings. SearchWide Global guides you in coordinating the logistics for Zoom video or in-person interviews.If five candidates will be Week 1-2 interviewed,a format might be as follows: Position Overview n r iPlan Day 1 After the Needs Assessment,our dedicated team creates a detailed Pre-Meeting 12:00pm-12:45pm position description/organization overview that incorporates your Candidate 1 12:45pm-2:00pm existing job description and provided materials.We request that your Candidate 2 2:15pm-3:30pm Search Committee approve this positioning document as it also acts as a high-quality sales and marketing tool. Candidate 3 3:45pm 5:OOpm y Week -1 Pre-Meeting 8:00am-8:15am Prospecting nd Oualifying Candidates Candidate 4 8:15am-9:30am Candidate 5 9:45am-11:00am We take a targeted approach to marketing your position.We use our strong relationships(inside and outside the industry),solid processes, Wrap Up Meeting 11:15am-12:30pm a robust database,and industry expertise to provide your organization with only the best and brightest candidates.Our team provides you Week 14-1 with weekly updates on candidate activity. Candidate Second Interviews These interviews are for the finalist(s)and are a great time to break Week 11 bread to really get to know one another.We also recommend inviting Review an 1 to List with SearchCommittee significant others for this second interview.This could also be an A summary of the top 8 to 10 candidates will be available to review on appropriate time to include other stakeholders in the process. our secure web portal. We review this list with your Search Week 14-1 Committee via Zoom video to select the top 4 to 6 candidates to interview. Offer and Negotiation -We're Almost ere! We handle the entire offer and negotiation process on your behalf to ensure everything goes smoothly and seamlessly.We can provide Candidate r 1 f Short List guidance on term sheets,employment agreements,and extensive Once we have all agreed on the candidates advancing to interviews, competitive salary surveys.We also handle the turndown process SearchWide Global completes the following steps for each candidate: with the other candidates in a way that protects the reputation and • Detailed reference checks.We speak with one supervisor and one integrity of everyone involved. direct report for the first round of interviews.For the finalists,we Week 14-1 speak with an additional four references. • Conduct a detailed background check that covers federal,county, Continued Service and state criminal history,credit,driving,and education Our commitment does not stop once you've selected the best verification. candidate.We stay in close contact with your organization and • Have candidates complete a DiSC personality assessment. the placed candidate with quarterly check-ins to ensure that all • Conduct an extensive Google search. parties remain satisfied and productive. PARTIAL CLIENT LIST Bal Harbour, FL Tourism Director/CMO • Bath County,VA I President ' Brevard County, FL I Director ��+� Butte County,CA I Executive Director Columbia County, FL I Executive Director s , i1Jlj � rN�l 1i�u IhII �, Door County,WI I Chief Executive Officer Emerald Coast, FL I Executive Director r Franklin,TN I President/CEO,VP of Finance& 41 Administration Greenville,SC I President/CEO,Vice President of Sales / Hattiesburg, g, MS I Executive Director Hilton Head Island,SC I Director of Marketing Jacksonville, FL I President/CEO,VP of Sales, Director of %rig U/ lii d fan r�i ,fi,r i� rr�mxr �fimiirii1��rn�> �� Convention Sales Kissimmee, FL I President/CEO Miami, FL I President/CEO,SVP of Sales,SVP of Marketing & Tourism, Multicultural Vice President,Senior Sales Manager, Director of Sales - Mississippi Gulf Coast, MS I Executive Director - Mobile,AL I President/CEO - Myrtle Beach,SC I President/CEO,CMO, Director of DEI, ' Executive Director-Sports Tourism, Director of Marketing - North Myrtle Beach,SC I President/CEO - Orlando, FL I President/CEO(3),COO,Chief Sales Officer, SVP of Sales - Palm Beach, FL I President/CEO,SVP of Group Sales,VP of Convention Sales&Destination Services,Associate Vice " � �119�1r"✓' ' "pig�!! i ro�?- President Integrated Marketing,Associate Vice President Group Sales,Senior Director of Sales, Director of Sales- ,, Specialty Markets/West Coast, Director of Events, Tradeshow&Strategic Sales Partnership Panama City Beach, FL I Conference&Group Sales Manager Pensacola, FL I President f� Santa Cruz County,CA I CEO/EVP �ri .,.,�Q ,.i�i /ti r r�r li • r Sarasota County, FL I President/CEO St. Petersburg/Clearwater, FL I Executive Director,CMO Virginia Beach,VA I Executive Director PARTIAL CLIENT LIST 11 � jl IIIIII eadl��"ig "' IIIIII ° "'IIIIII "' ; Baltimore Orioles I Vice President,Sales&Corporate Partnerships Center for Exhibition Industry Research(CEIR)I r df`� dui r Ry�mv6romaNrdrr�r� e�Gl�Prl0A11 '� ?. President/CEO NS" i '� Sports a Chattanoo9 h'orts&Events Committee I Executive Director l�lti ni,�11 "i �. Chicago Cubs I Sales Manager-Conferences, Meetings& • r � �, „� f ry��r�� o��` %V✓mar��,��1,�� '� Social Events Denver Sports I Executive Director Destinations International(formerly DMAI)I President/CEO, Chief Operating Officer Freeman/FreemanXP I President, Freeman Marketing i Solutions,Senior Vice President Creative,Vice President, i Client Solutions, multiple Vice Presidents, Director&Account V Executive positions Hawaii Tourism Authority I President/CEO International Association of Exhibitions&Events(IAEE)I President/CEO International Association of Venue Managers(IAVM)I President/CEO,CFO Meeting Professionals International(MPI)I CMO,SVP of i Business Development i ', New Orleans Hotel&Lodging Association I Executive Director ' s W„ PRA I CEO, EVP of Global Sales &Marketing, Las Vegas General Manager Savannah Sports Council I Director Sports ETA(formerly NASC)I President/CEO 9 �I USA Archery(National Governing Body-Olympics)I CEO Jack Johnson fie s DEs itTuO� Chief Advocacy Officer µ;z Destinations International "Searchwide Global handled all the components of the search for me " r very professionally.I was provided a stellar group of finalists for �j '� �"IIIIIIIV�VI�'ll�ll��lii �+ consideration,including the inclusion of an out-of-the-box type candidate I requested.Very satisfied with both the process and the q Y result. SearchWideGlobal.com Integrity I Ethics I Passion I Respect I Inclusion 07 Pri-- �� N��N��N��N CLIENT LIST PARTIAL �~m�mm�n� m Ve��iues ° Anaheim Convention Center| Deputy Director ° Dallas Convention Center IGeneral Executive Manager ° Nashville Convention Center General Manager ° New Orleans Convention Center| President/General Manager ° Massachusetts Convention Center Authority| General Manager, Boston Convention and Exhibition Center and the John B. Hynes Convention Center ° Miami Beach Convention Center I General Manager ° Orlando Convention Center Executive Director ° San Antonio Convention Center&Alamo Dome I Executive Director ° San Diego Convention Center President/CEO ° Washington State Convention Center I Vice President ofOperations ° Associated Luxury Hotels International{ALH|}| President/CEO, Regional VP ° BroadmoorI Vice President of Sales&Marketing, Director of National Sales-Exhibition&Tradeahow ° Fairmont Hamilton Princess I Director of Sales &Marketing ° Hilton Worldwide I Vice President Commercial Direotor- Hawaii ° Loewa Miami Beach Hotel IVarioua property and corporate positions ° K4ohegan Sun I Vice President of Exhibitions&Convention Sales ° Omni Hotels IVarioua property and corporate positions ° Pacific Hospitality Chief Financial Officer ° Starwood Hotels and Resorts |Vice President ofSales III ORION 1 REFERENCES IIIIIIII IIII IIIIIIII IIII IIII IIII IIIIIIII IIII IIII w w llllllll IIII IIII IIII IIII Don Welsh, Client %/i President &CEO 202-835-4219 1 dwelsh@destinationsinternational.org IIII�'�� IIII C Illlw IIII ""IIII Illlwllllllllw IIII'" IIII��IIII Illlllllllw'�� Clllh�wllllllllwll� ' Peter Yesawich, Client Vice Chair t y 202-692-1829 pyesawich@mmgyglobal.com llllwll IIII C III Ill "'IIII""'IIII III IIIIII' II III IIIIIIIIIIIIw'�� /I/�` Bruce Orosz, Client Search Committee Member 305-538-3809 borosz@actproductions.com � HASSAU II')IIII II I I III IIII III IIII' Joy Jibrilu, Client CEO 242-376-0050 1 jjibrilu@npipb.com I IV F}�i� Vh��MIV iiVO I� II U / IIII I� ll!'! ?;� • e Brian Lowack, Client - President &CEO 727-480-5228 1 blowack@visitspc.com � ,FEES & GUARANTEE n � r /,r r � v Yy -1 Y Our professional fee for conducting the executive search is 30%of the annual base salary of the placed candidate. In addition,SearchWide Global will bill any out-of-pocket expenses that were approved by your company in advance that were related to the search. For example,out-of-pocket expenses may include but are not limited to candidate travel, lodging, meals, DiSC assessments, background checks,job postings,OnBoard access,or other necessary and reasonable expenses.Your company is responsible for meeting and interview expenses. Our professional fee will be due in three installments as follows: E THIRD Due upon signing the Agreement. SearchWide Global Guarantee E THIRD Due within 30 days of signing the Agreement. We are so confident in the quality of our services that should the executive Gave their position within 12 REMAINING BL CE + EXPENSES months of placement,S archWide Global will replace Due upon completion of each search,such as the executive or provide another executive for a placement of a candidate,closure of the search different opening at no charge. by the client for any reason,or the client places the search on hold for more than 60 days. SearchWideGlobal.com r PROPOSED BUDGET (ESTIMATE) �uANIIp11NtiNuu�1HI�r �'�(��GrMYY/J(NI�iGUi(�t� 1Jil. (i v ,. , � ,Nml(waeGul�rra/ ,!R rJ///7 , 77 rrr c /i ' � �ri��rrn„ i r�rrrv�r(�rrrrrr � s�rill � r�wH-fir run nn r,,o ,,. I Placement Fee (30% of estimated $175,000 base salary) $52,500 Background Checks: Estimate $250-450 Per Candidate $1,500 Estimate 5 Candidates X $300 DISC Assessments: $125 Per Candidate, Estimate 5 Candidates $625 Candidate Travel: $6,000 Final Interviews, Estimate 4 Candidates Consultant Travel: Final Interviews Estimate $1,500 Job Postings $500 OnBoard (online portal to share confidential information) Estimate $90 CONSORTIUM PARTNERS SearchWide Global has partnered with four well-respected companies in the destination marketing organization (DMO)industry to better serve our clients with the collaboration and alignment of services.The consortium provides a suite of services and long-time expertise to help DMO leaders operate more successfully and profitably. III II)Y design CFO by design works with clients to uncover opportunities to strengthen financial and organizational practices and priorities.They provide industry- leading solutions to establish a solid operational foundation,exceptional gM community alignment,and to provide accountability to stakeholders while CFOby desig n allowing leadership to focus on the core of running the organization.For more information,contact Julie Hart at 512-409-9630 orjhart@cfobydesigntx.com. Civitas Civitas specializes in developing long-term funding strategies for destination 1�11, If/p,w� marketing organizations.Civitas is the nation's leading firm in Tourism 4 Improvement Districts.The Civitas team has helped form over 100 districts CIVI TAS throughout the United States and,in many cases,have doubled or tripled the DMO budget.For more information,contact John Lambeth at 916-436-5029 or Lmbeth@civitasadvisors.com. ..:............................................................................ III II��'"'IliIIIIIII- w p! Culture Fired Up!Culture provides timely,strategic,and supportive consultation in the areas of inclusion,engagement,people alignment,organizational change,and leadership development.Assisting to shape the philosophies,practices,and skills of thousands of dynamic leaders,managers and teams,Fired Up!Culture works Fired alongside your leadership team with a proven,data-driven suite of solutions to CULIAIRE produce business breakthroughs like never before.They'll help you design and implement a people plan that will cultivate a culture of excellence.For more information,contact Chris Ihrig at(855)9-FIREUP or cihrig@firedupculture.com. IIIII' IIIII DMOproz is Zeitgeist Consulting and a resource for Destination Marketing DMO Organization Professionals everywhere.Since 1995,Zeitgeist has provided cutting- edge Consulting and Speaking services to the Tourism and Hospitality Industry Pok RO with a focus on Destination Marketing and Management Organizations across North America.For more information,contact Terri White at(608)999-0325 or terri@dmoproz.com. CONSULTANT PARTNER SearchWide Global also has close relationships with some of the most well- respected consultants in the tourism industry. JLL's Tourism &Destination Advisory practice specializes in JLL representing the DMO and adding value to the public sector's investment in this important sector of the global economy.We have delivered customized solutions for more than 100 destinations,cities, regions,states and countries—partnering to attract visitors, convention delegates, improve the overall tourism landscape and ultimately make our clients'destinations more competitive. SearchWideGlobal.com Attachment B lip 40- [-Icnlida Keys &Key st SearchWide Global PROPOSED WORK PLAN Event Completion Date Needs Assessment Interviews Week of September 3 Prior to beginning the search, a detailed Needs Assessment will be completed to fully understand the role that the new executive will be expected to play.This includes phone,video, and/or face-to-face meetings with key stakeholders and staff. SearchWide Global will coordinate dates and times. To help us prepare for the Needs Assessment interviews, we will ask that you provide us with: • List of key stakeholders and staff, including name, company, email, and phone number. Develop Position Description and Marketing Plan Week of September 3&September 9 After the Needs Assessment, we will create a detailed position description/organization overview (incorporating your job description) that will act as an important sales and marketing tool. This will require final approval by Kara Franker/CEO. To help us create the most accurate position description, the following information is requested from you: • Way of life, selling points of your destination and points of interest. • Specific details about your organization, size, scope, budget, governing structure, etc. • Details about your venues, hotels and attractions. • 5-10 relevant pictures. • Any video links to highlight the destination,the product, or organization. Gather Organization Information Week of September 3&September 9 As we begin the search, we will proactively recruit qualified candidates who are curious about this position and will want to learn more.We will request the following types of information from your organization to give to qualified candidates so they can continue to consider this opportunity: • Bylaws • Annual Report • Budget • STIR Report • Sales and Marketing plans • Employee Benefits and Cost • Organization Chart • Visitor information/Economic Impact • TAP and RevPar Reports Prospecting and Qualifying Candidates Week of September 16—October 25 SearchWide Global takes a targeted approach to marketing the position and sourcing candidates. Immediately after you approve the position description, we will post the position on our website, your industry website, and any other sources defined in the needs assessments. We use our strong relationships (inside and outside the industry), solid processes, robust database, and industry expertise to provide your organization with only the best and brightest candidates. Weekly updates will be provided on candidate activity. Review Candidate List Week of October 28 A summary of the top 8 to 10 candidates will be available to review on our secure web portal. We will review this list with the interview panel to select the top 5 to 6 candidates to interview. Candidate Processing of Short List Weeks of October 28 — November 8 Once we have all agreed on the 5 to 6 candidates advancing to interviews, SearchWide Global will complete the following steps for each candidate: • Detailed reference checks.We will speak with one supervisor and one direct report for the first round of interviews. For the finalists, we will speak with an additional three to four references. • Have candidates complete the DiSC personality assessment. Final Candidate Information Delivered Week of November 11 To prepare for the interviews,the summary, resume, DiSC profile, and checked references for each candidate will be available to review on our secure web portal. Video Interviews Week of November 11 SearchWide Global will work with you in coordinating the video interviews. If five candidates will be interviewed, a suggested format might be as follows: Day 1: Day 2: 12:OOpm—12:45pm Log-in & Pre-Meeting 12:OOpm—12:15pm Log-in & Pre-Meeting 12:45pm—2:OOpm Interview 1 12:15pm—1:30pm Interview 4 2:15pm—3:30pm Interview 2 1:45pm—3:OOpm Interview 5 3:45pm—5:OOpm Interview 3 3:15pm—4:30pm Interview 6 (if needed) 4:30pm—5:30pm Wrap-up Meeting Candidate Processing of Finalists Weeks of November 18&November 25 Once we have all agreed on the candidates advancing to in-person interviews, SearchWide Global will complete the following steps for each candidate: • Detailed reference checks.We will speak with an additional three to four references. • Conduct a detailed background check that covers federal, county, and state criminal history, credit, and driving and education verification. In-Person Interviews December 2 This will be for the finalist(s) and should include a meal. This is also an appropriate time to include other stakeholders in the process. All candidate expenses (airfare, lodging, meals, mileage, ground transportation, baggage fees, etc.) will be reimbursed directly to the candidates from your organization. We would like your assistance to secure an interview location and establish billing. SearchWide Global will facilitate logistics and timing between the selected candidates and the panel. Offer and Negotiation SearchWide Global has extensive experience handling the hiring, negotiating and turn down process, in a way that protects the reputation and integrity of everyone involved. Selection and Appointment Our interaction with your organization and the placed candidate does not stop when the search is closed.We stay in close contact on a quarterly basis to ensure that all parties remain satisfied and productive. NOTE:The work plan can be flexible based on the needs of the Board and/or Interview Panel. 4uu0011000-- SearchWide Global ,�Wmoo!f: Y'0 U R 1�1 A lR r r4 �E l�!Z 114 G ��z o w r1-11 We are driven by our values, fully knowing that our work impacts people's lives every single day. You can count on that passion and expertise to deliver the best candidates to you. We enjoy what we do and will help make this a positive and productive experience for you. CONTACT w wLEN Iw 680 Commerce Drive#220 Cincinnati,OH Kellie Henderson St. Paul, MN 55125 Dallas,TX Senior Vice President info@searchwideglobal.com Jacksonville, FL Direct:703.912.7247 888-386-6390 Toll-Free Phoenix,AZ Mobile:703.463.7042 651-275-1370 Office Washington, D.C. henderso;n@searchwideglobal.com 651-275-1367 Fax DATE(MMIDD/YYYY) A�" CERTIFICATE OF LIABILITY INSURANCE 08/27/2024 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. 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