executive search firm solicitation -...

FGCUExecutive Search Firm Request for Quotation

(RFQ)

PRESENTED BY: MARYAN EGAN, DIRECTOR PROCUREMENT SERVICES

Request for Quotation (RFQ)

A Request for Quotation (RFQ) is a type of solicitation in which an organization asks outside vendors to provide a cost quote for the completion of a particular project or program. It is a less formal variation of an Invitation to Negotiate (ITN) or Request for Proposal (RFP)

A Request for Quotation is most commonly used in the following circumstances:

1. When there is an available multi-award contract that has already been formally solicited and that allows for use by other entities *(the vendors under the multi-award are the only ones allowed to respond to the RFQ)

2. When the contract is less than $75,000 and when you know what you want but need information on how vendors would meet your requirements and/or how much it will cost

2

Benefits of a Request for Quotation (RFQ)

1. Timeline is significantly shorter than competitive solicitations

A. Competitive solicitations average 6 – 12 weeks

B. RFQs average 3 – 6 weeks

2. Vendors have already been vetted

3. Competitive solicitation requirement has already been met

4. Sub-Committee Evaluation – requires a paragraph explaining how the recommended firm best fits the needs of FGCU.

3

Process

1. Vendors on both the FIU contract and the UVA contract are contacted via email with the link to the RFQ

2. Vendors can download the RFQ through Public Purchase

3. Proposals are sent to Procurement Services by a designated date and time

4. Executive Search Firm Sub-Committee reviews proposals and selects a short list of firms

5. Presentations are given to the Executive Search Firm Sub-Committee by the short-listed firms

6. Executive Search Firm Sub-Committee will make a recommendation for a firm selection to the Presidential Search Advisory Committee

4

Steps for RFQ Process

Posting of RFQ

Vendors who are listed on the FIU and UVA contracts will receive notification of the RFQ and are invited to respond

Clarification questions submitted by vendors to Procurement

Response to questions submitted by Procurement to vendors

Receipt of Proposals

Review of Proposals by Executive Search Firm Sub-Committee

Executive Search Firm Sub-Committee short lists vendors

Vendor Presentations to Executive Search Firm Sub-Committee

Executive Search Firm Sub-Committee Discussion

Executive Search Firm Sub-Committee makes recommendation of a vendor selection to Presidential Search Advisory Committee

Presidential Search Advisory Committee takes action on the Executive Search Firm Sub-Committee’s recommendation

FGCU Board of Trustees takes action on the Presidential Search Advisory Committee’s Recommendation

FGCU Board of Trustees makes contract award to vendor

5

Contracts Available for Use

Florida International University (FIU)

University of Virginia (UVA)

6

Questions?

Contact Information

Maryan Egan

Director, Procurement Services

[email protected]

239-590-1134

7

mailto:[email protected]

1

Florida Gulf Coast University Board of Trustees

Request for Quotation (RFQ) – Executive Search Firm – (University Presidential Search)

RFQ Number – RFQ 16E-002

Posting Date: April 6, 2016

Deadline for Questions prior to Response Submission: April 18, 2016

Response Submissions are Due By: May 2, 2016 3pm

Mail or Deliver Responses to:

Maryan Egan

Director, Procurement Services

Florida Gulf Coast University

Modular 2

10501 FGCU Blvd S

Fort Myers, FL 33965-6565

2

REQUEST FOR QUOTATION

EXECUTIVE SEARCH FIRM – UNIVERSITY PRESIDENTIAL SEARCH

RFQ NUMBER: RFQ 16E-002

SECTION 1 - OVERVIEW

1.0 INTENT

Florida Gulf Coast University Board of Trustees (FGCU) desires to enter into a Contract with a

qualified Executive Search Firm that will provide an extensive national executive search for the

next Florida Gulf Coast University President who will succeed President Wilson Bradshaw on his

June 30, 2017 retirement.

1.1 DEFINITIONS

Calendar Of Events - Dates for critical events. All times are Eastern Standard Time and are

subject to change.

Contract - An agreement between Florida Gulf Coast University Board of Trustees and the

Contract Vendor resulting from this RFQ.

Contractor - After the award, said Respondent will be referred to as the “Contract Vendor”

or “Contractor”.

Respondent - A potential contract vendor acting on its own behalf and on behalf of those

individuals, partnerships, firms or corporations comprising the Respondent’s team.

Response -The complete Response to the Request for Quotation (RFQ), including properly

completed attachments and supporting documentation as requested.

1.2 CALENDAR OF EVENTS

Request for Quotation posted online – On or after April 6, 2016 - www.fgcu.edu/AS/Purchasing

Deadline for Questions prior to Response Submission – April 18, 2016

Replies to questions posted online in form of Addenda to RFQ – April 22, 2016

Responses are due and will be opened – May 2, 2016 at 3pm

Contract Award Date – On or after June 7, 2016

3

SECTION 2 – RESPONSE, EVALUATION AND AWARD PROCESS

2.0 ONLINE POSTING OF DOCUMENTS

All documents and decisions relevant to this RFQ will be posted online at

www.fgcu.edu/AS/Purchasing. Prior to award, additional information will not be communicated

to a prospective vendor by any means outside of this forum.

2.1 QUESTIONS AND REPLIES

By the deadline for questions in Section 1.2, prospective Respondents should submit any

questions about this RFQ, in writing, to Florida Gulf Coast University – Procurement Services.

Both Email and fax questions are acceptable. This process does not allow for verbal questions

and replies.

Submit written questions to:

Maryan Egan – Director, Procurement Services


10501 FGCU Blvd S – Modular 2


[email protected]

Fax: 239-590-1140

2.2 RESPONSE OPENING

Responses will be opened on the date and time specified in Section 1.2 at


Modular 2

10501 FGCU Blvd S

Fort Myers, FL 33965

2.3 EVALUATION

The Response will be evaluated based on the following:

Executive Summary

Methods and Approaches/Work Plan

Price

http://www.fgcu.edu/AS/Purchasing


4

2.4 CONTRACT AWARD

The Respondent who best fits the needs of the University will be invited to negotiate a Contract

including a not-to-exceed Contract price.

If necessary, revisions shall be requested to the approach submitted by the finalist until it is

satisfied that the deliverable will produce a product that meets the needs of FGCU. If the

negotiations are not successful, another Respondent will be invited to negotiate a Contract. The

process will continue until a final Contract is negotiated and executed.

2.5 RIGHT TO REJECT

FGCU reserves the right to reject any and/or all Responses and negotiation efforts. It also

reserves the right to waive any minor irregularities in an otherwise valid Response.

SECTION 3 – PROPOSAL FORMAT & CONTENT

3.0 RESPONSE SUBMISSION

Responses and associated forms must be signed by an authorized representative of the

Respondent. Submit one original, three paper copies, and one electronic copy of all Response

documents.

RESPONSES MUST BE RECEIVED BY THE DEADLINE IN SECTION 1.2. MAIL OR HAND-DELIVER (DO

NOT FAX OR EMAIL) TO:

Maryan Egan

Florida Gulf Coast University – Procurement Services

Modular 2

10501 FGCU Blvd S


3.1 RESPONSE FORMAT

Required elements of the Response include:

1. EXECUTIVE SUMMARY

The executive summary shall summarize the Respondent’s overall experience and

capabilities to administer this project. The Respondent is encouraged to limit the

executive summary to no more than five (5) pages. This should include, at a minimum,

search experience with public universities; successful experience in university presidential

searches; experience with Florida’s Sunshine Law for open meetings and public records;

etc.

5

2. METHODS AND APPROACHES

The Respondent shall provide a technical plan which explains the methods and

approaches to be used.

a. Approach to Scope of Services

The Respondent should describe the general philosophy, approaches,

assumptions, definitions, techniques and tools to be used in accomplishing the

tasks for an executive search, and where significant development difficulties may

be anticipated and resolved. This should include, at a minimum, approaches to

identifying candidates inside and outside academia and strategies for a diverse

pool of applicants.

b. Work Plan

The Respondent shall provide a work plan which sets forth the Respondent’s

estimated staff-hours and a schedule for each person involved along with key

milestones and deliverables, to include a recommended timeline for completion.

Respondent shall attach the resume of the staff member assigned primary

responsibility for this project.

3. PRICE

Total price should be included and will be evaluated in accordance with Section 2.3.

4. ATTACHMENTS

a. ACKNOWLEDGEMENT FORM

All Responses must be submitted on the FGCU Acknowledgement From in order

to be considered in the process. The original form must be properly completed,

executed and returned with Response. Respondents are requested to use an

identification label on their envelopes/packages when returning their Response.

This label should clearly identify the RFQ Number, date and time of closing, and

company name

b. ALL ADDENDA TO THIS RFQ

Signed copies of all addenda regarding this RFQ, posted on the FGCU

Procurement Services website, must be returned with Response.

c. REFERENCES

Provide at least five (5) references, which demonstrate efforts comparable to the

one described in this RFQ. FGCU reserves the right to contact the references

regarding the services provided. Any information provided may be subject to

Chapter 119, Florida Statutes, “Florida Public Records Law”.

Firm Name Address

eVA

registered

(yes or no) Firm Contact Name Email address Telephone # Specialty

Agreement and Fee structure

(negotiated term)

Response

to RFP

Electronic

payment

@1/4%

discount Comments

Alden & Associates, Inc.

25 Sterling Road

Florence, MA 01062 yes Dr. Elizabeth Alden, President [email protected] (413) 549-1635

Higher education senior-level

executive, academic search; specializes

in intercollegiate athletics (directors of

athletics, head coaches, senior athletic

administrators, conference

commissioners)

Options of either percentage-based professional fee

(30-33% of first year's salary of selected candidate)

or flat/sliding scale fee offered, payable in three

installments; direct expenses (consultant/candidate

travel, advertising, videoconferencing, background

checks) billed monthly at cost as incurred, no

markup. Payment terms: 5% discount if paid in 15

days, 2% 20, otherwise net 30. Electronic

payments can be arranged. Guarantee policies for

search conclusion, retention/replacement, 1 year

off-limits to potential recruit solicitations. yes yes

The University's purchase order

will reference the RFP and the

firm's proposal and will detail

the scope of the search and fees;

no further agreement from the

selected firm will need to be

signed.

Allen Austin Global Executive Search (Allen

Austin Lowe & Powers)

4543 Post Oak Place Drive, Ste. 217

Houston, TX 77027 Yes

Mr. Rob Andrews, Chairman &

CEO [email protected]

(713) 355-1900

x 101

Senior-level executive, academic

search in higher education

Sliding scale fixed fee agreement per level of

candidate position (Exec. $120K, Chief Academic

Officers $75K, Professional staff $42K), payable in

three increments (25% of fee after start of

engagement, 50% of fee 30 days after start of

engagement, 25% of fee 5 days after offer

accepted; last 25% not payable if offer not

accepted); plus direct expenses with no markup and

no administrative fee, invoices payable Net 30, no

additional discount; electronic payment accepted,

1/4% discount. Billed monthly, direct expenses

include advertising, consultant travel, candidate

travel expenses, background checks, candidate

screenings, video conferencing fees. For

cancellation within first 30 days a fee of 25% of

initial fee plus expenses applies and between first

30-90 days the fee will be prorated plus expenses.

Retention guarantee. yes yes







signed.

Archer~Martin Associates

PO Box 792

Nantucket, MA 02554 yes

Ms. Nancy Martin, Principal

Jennifer Ahlborn

Binth Rustad

[email protected]

[email protected]

[email protected] (508) 325-6161

Executive, Academic, Higher

education senior level recruitment

(presidents, provosts, chief academic

officers, deans, leaders in finance,

administration,

advancement/development, marketing

and communication, diversity)

Flat fee plus 10% overhead fee for indirect

expenses (administrative activity, IT support,

phone charges, etc.), payable in equal monthly

installments over the span of the search; direct

consultant expenses (travel, lodging, meals) billed

separately with Net 30 payment schedule;

University responsible for reimbursing advertisers

and candidates directly. Electronic payments

acceptable through EDI at 1/4% early pay discount. yes yes







signed.

Assurgent Medical Solutions

3355 Lenox Road, Suite 825

Atlanta, GA 30326 yes

Mr. Ken Masker, VP of Marketing,

Business Development [email protected] (877) 842-6833

Higher Education, Healthcare

physician/executive placement

Once agreement is signed, initial professional fee

of $7,500 and marketing fee of $8,000 are due;

placement fee of $13,000 due upon candidate's

contract signature (total fee $28,500). Direct

expenses such as travel billed at cost as incurred,

no markup. Payment terms 2% 10/Net 30; after the

first 10 days, AMS will offer a 1% 20/Net 30. yes no







signed.

University of Virginia Executive/Academic/Healthcare Search Firms

Preferred Search Firm Contract List - Extended Term 06/01/15 - 05/31/17; Eric Denby - [email protected], (434) 924-4019

RFP #END030812 Issued 3/8/2012; Contract #UVA053115 Three-year Award Effective 05/21/12 - 05/31/15; Two-year renewal effective 06/01/15 - 05/31/17

/nrn 111815 1 of 17







Firm Name Address

eVA

registered



(negotiated term)

Response

to RFP

Electronic

payment

@1/4%

discount Comments

Auerbach Associates

30 Hillside Terrace

Belmont, MA 02478 yes Ms. Judith A. Auerbach, President [email protected] (617) 489-4895

Academic higher education executive

recruitment (provosts, academic deans,

chief financial officers, librarians,

senior communications strategists in

arts and sciences, engineering, law,

medicine, music, and social work)

Fixed fee of approximately 33% of the estimated

first year’s compensation for the position, payable

in three or four monthly installments; background

check expenses included in fixed fee retainer; also

billed monthly, reimbursable direct expenses

include consultant travel, etc. based on receipts

only; for optional advertising, a $1,000.00 design

and processing fee is assessed in addition to the

actual cost of such postings. Payment terms Net

30; electronic payments accepted at 1/4% discount. yes yes







signed.

Baker and Associates LLC

4799 Olde Towne Parkway, Suite

202

Marietta, GA 30068 yes Mr. Jerry H. Baker, President [email protected] (770) 395-2761

Physician and Executive Search; also

academic chairs, department heads,

medical directors and physician leaders

Two fixed fee arrangements: For positions with

initial first year's total cash compensation less than

$250,000, fee of $75,000. For positions with first

year's total cash compensation of $250,000 or

more, fee of $90,000. Fee payable in three

installments. Direct expenses billed at cost as

incurred. Payment terms 2% 20, Net 30 electronic

payment. "Hands off" policy. yes yes







signed.

Brill Neumann

607 Boylston Street

Boston, MA 02116 Yes Mr. Nicholas Brill [email protected] (617) 753-1805

Executive, academic, healthcare

administration search in higher

education; specialty in recruiting chief

operating officers, chief financial

officers, chief administrative officers,

department chairs and administrators;

expertise in higher education and

healthcare administration.

Standard professional fee is 33% of the candidate's

first year’s base salary or a mutually agreed fixed

fee. Direct expenses invoiced monthly as incurred;

no administrative or overhead fees and willing to

cap additional expenses on a search-by-search

basis. Payment terms 1% 20, Net 30. yes







signed.

C. V. O'Boyle, Jr., LLC

305 Brook Street

Providence, RI 02906-1144 no

Charles V. O'Boyle, Jr., Managing

Dir. [email protected] (401) 919-5767

Executive and Academic Searches;

senior higher education management to

include presidents, provosts, and other

academic-affairs officers; deans of

business, career services, education,

law, nursing and research; library

directors; chief advancement, financial,

information and student affairs officers

and heads of school.

Professional fee is one-third of projected first-year

cash compensation of appointee, payable in three

equal installments, with final payment to extent the

actual salary exceeds initial projection; will

consider fixed fee arrangement or sliding scale,

fixed fee arrangement. The ten percent

administrative fee for indirect expenses will be

waived for UVA. Direct out-of-pocket expenses

for travel, advertising, stationery, postage are

subject to client's approval and billed as incurred.

Payments due 30 days from invoice date, will

extend early payment discount; can accept

electronic payments through ACH with 1/4% early

pay discount. Retention guarantee. yes yes







signed.

/nrn 111815 2 of 17





Firm Name Address

eVA

registered



(negotiated term)

Response

to RFP

Electronic

payment

@1/4%

discount Comments

Caldwell Partners International, Inc., The

60 East 42nd Street, Suite 740

New York, NY 10165 yes

John Strackhouse, Partner

Keith Tibbits

[email protected]

[email protected]

215-600-1225

214-252-7044

Executive, senior level searches

including selected functional experts.

Provides consulting services on human

capital needs, including succession

planning, compensation assessment,

recruitment strategies and competitive

analyses.

Non-contingent fee is one-third of selected

candidate's total first year's annual projected cash

compensation, paid in three equal installments,

with base retainer fee of $90,000; after

reconciliation to actual compensation, final

professional fee invoice will include any

difference. If additional candidates for other

positions are hired from this search, professional

fee will be 25% of total first-year compensation for

each candidate. Direct expenses billed at cost as

incurred; administrative fee of 8% of the

professional fee for indirect charges billed in three

equal installments. Has "hands-off" policy and

retention guarantee. Pro-rata payment schedule for

search cancellation. Payments to be remitted by

ACH or wire transfer in U.S. funds within 30 days

of receipt of invoice or services, whichever is later. yes







signed.

Carrington & Carrington, Ltd.

230 West Monroe Street, Ste. 2250

Chicago, IL 60606 yes Marian H. Carrington, Principal

[email protected]

m

312-606-0015

x105

Executive, senior level searches across

industries including healthcare and

higher education; specialize in

diversity search

Non-contingent fee is 30% of selected candidate's

first year's annual projected cash compensation,

paid in three equal installments; will consider flat

fee arrangement. Direct expenses billed monthly

as incurred; administrative fee for indirect charges

allocated and billed monthly. Will consider early

payment discount; electronic payments accepted at

1/4% discount. yes yes







signed.

CBO Partners Recruiting, Inc.

1863 Winston Road

Charlottesville, VA 22903 yes Mr. James H. Scott, III, President [email protected] (434) 951-9080

Executive, Academic, Higher

Education, Healthcare senior level:

chief operating, financial,

administrative officers; department

chairs, administrators.

Although standard fee is 33% of candidate's

expected first year cash compensation with

minimum fee of $45,000, firm receptive to

negotiated fixed or flat fee and multiple search

discounts, payable in three equal installments.

Direct expenses, incurred on behalf of and

approved by the client, billed monthly with 5%

mark-up. If a candidate presented by CBO for a

retained search is hired by the client for another

position within 12 months of the closure of the

retained search, the client will owe an additional

fee of 20% of the total first year’s cash

compensation for the other position. Has "hands-

off" policy. Termination of agreement requires 15

days written notice; fees, expenses incurred to date

payable at termination. Payment terms: Net 30

with 1% discount/15 days payment of invoice date,

2% discount/7 days payment of invoice date. yes yes







signed.

/nrn 111815 3 of 17



Firm Name Address

eVA

registered



(negotiated term)

Response

to RFP

Electronic

payment

@1/4%

discount Comments

DHR International

5425 Wisconsin Avenue, NW, 4th

Floor

Chevy Chase, MD 20815 no

Mr. Stephen Hayes, Pres./V.

Chairman of DHR International [email protected] (202) 362-2700

Executive searches; senior level

positions through DHR as well as

middle management positions through

JobPlex

Professional fee is 33% of selected candidate's

expected first year cash compensation, payable in

three equal installments. Optional flat fee offered:

Salary Range of Position Flat Fee

$90,000-$109,000 $30,000

$110,000-$129,000 $35,000

$130,000-$149,000 $40,000

$150,000-$169,000 $45,000

$180,000-$199,000 $50,000

$200,000-$219,000 $55,000

$220,000-$239,000 $60,000

$240,000-$259,000 $65,000

$260,000-$279,000 $70,000

$280,000-$299,000 $75,000

$300,000 + $80,000

Administrative fee will approximate 12% of the

retainer. Direct expenses billed at cost as incurred.

For search cancelled with written confirmation

within 60 days, fee prorated and expenses to date

billed. Has "hands-off" policy and retention

guarantee. Payment terms if by check, 1/2%

discount, or if by electronic transfer, 1/4%

discount. yes







signed.

Diversified Search

2005 Market Street, Suite 3300

Philadelphia, PA 19103 no

Dr. Kim Morrisson, Sr. Managing

Dir. [email protected] (215) 656-3546

Full service generalist--executive,

academic, healthcare-medical search;

higher education senior level president,

provost, vp, dean

Standard fee is 33.3% of selected candidate's first

year's compensation with a minimum fee of

$50,000, payable in three equal installments. Will

consider alternative fixed fee or capped fee

arrangement and adjusting payment schedule to suit

client's process. Direct expenses billed at cost as

incurred. Administrative costs for indirect

expenses: 11% of total retainer billed in equal

installments over first three months; $250/month

billed for each month of search thereafter. Client

may cancel assignment at any time; client forfeits

the pro rata proportion of the 60 day billing cycle

elapsed prior to the notification of DSRB and any

expenses incurred prior to the discontinuation of

the search. Payment terms: will adjust payment

schedule to suit client's process, no discounts.

Electronic wire payments accepted at 1/4%

discount for early payment; no purchasing card

payment; paper check at 1/2% discount. Retention

guarantee. yes yes







signed.

/nrn 111815 4 of 17



Firm Name Address

eVA

registered



(negotiated term)

Response

to RFP

Electronic

payment

@1/4%

discount Comments

EFL Associates 700 West 47th Street, Suite 1100 yes

Ms. Jan Asnicar, Senior VP

Ms. Angela May, Project Mgr.

[email protected]

[email protected]

(816) 945-5406

(816) 945-5410

Generalist--Executive, Academic,

senior level higher education; non-

profit orgs; life sciences/health care;

commercial; professional services

Three-tier options delineated below. For all

searches $850 administrative fee/month; out of

pocket expenses billed at cost, no mark up; final

settlement at search conclusion; accepts ACH

payments; payment terms Net 30. For a

cancellation, fees charged and expenses incurred

up to date of cancellation are due. Should

additional hires result from search, fee is 25% of

total cash compensation. Retention guarantee.

Comprehensive: Fee is 33.3% of first year's cash

compensation, billed in three installments; willing

to offer flat rate or "not to exceed" number on

percentage fee structure; includes Preliminary On-

List and Finalist Off-List References; Background

investigations billed at cost; discount offered for

simultaneous, multiple searches.

Candidate ID: Flat fee of $36,000, billed in three

installments; includes Preliminary On-List

References; $400 fee for Finalist Off-List

References; Background investigations billed at

cost.

LaunchPlus: Flat fee of $24,000, billed in two

installments; Preliminary On-List References, flat

fee of $2,000; Finalist Off-List References, $400

per reference; background investigations billed at

cost. yes







signed.

FPC of Hampton Roads

(SJS Executives, DBA FPC of Hampton Roads)

512 Central Dr.

Virginia Beach, VA 23454 yes Mr. Gino Gonzalez, President [email protected] (757) 502-4103

Mid to Senior level Executive positions

within Healthcare, Higher Education,

Human Resources and total Supply

Chain

Firm proposes sliding scale markup rate of 20%-

25% based on total number of hires per calendar

year:

Category Markup %

Direct Placement Fee 1-10 hires*=25%

(all positions) 11-20 hires*=23%

20+ hires*=20%

(*per calendar year)

Payment terms: Services typically billed at Net 30,

can offer 1% 10, 2% 20, Net 30. Expense

reimbursement payments are requested to be paid

at Net 10 days or Net 30 days with a 10% fee.

Electronic payments through ACH at 1/4%

discount or purchasing cards accepted. yes yes







signed.

/nrn 111815 5 of 17


Firm Name Address

eVA

registered



(negotiated term)

Response

to RFP

Electronic

payment

@1/4%

discount Comments

Greenwood Asher & Associates, Inc.

42 Business Center Dr., Ste. 206

Miramar Beach, FL 32550 yes Ms. Jan Greenwood [email protected]

(850) 650-2277

(office)

(202) 746-6987

(cell)

Executive, Academic searches in

higher education and healthcare

Standard fee is 33% of selected candidate's total

first year's compensation package, or a minimum of

$60,000, whichever is higher, payable in three

installments. Open to negotiating fixed fee or

sliding scale as follows with adjustments possible

in further discussion:

1st Year's Cash Compensation Fee Amount

Less than $199,999 $60,000

$200,000-$249,999 $75,000

$250,000-$299,999 $85,000

$300,000+ $95,000

For other placements resulting from search, fee will

be assessed based on that position. For multiple

searches, willing to negotiate discounted fees.

Indirect administrative expenses charged at 12% of

fee. Consultant travel and direct expenses billed

monthly at cost as incurred with no markup. Client

responsible for additional expenses, i.e., candidate

travel, advertisements, background checks,

newspaper subscription for research. Payment

terms: 2% 20, Net 30; electronic payments

accepted. yes yes







signed.

Heidrick and Struggles

303 Peachtree St., Ste. 4300

Atlanta, GA 30308 Yes

Ms. Ellen Brown Landers, Principal

in higher education [email protected] 404-682-7313

Executive, Academic senior level

search in higher education and

healthcare; includes system heads,

chancellors, presidents, vice

chancellors, vice presidents, provosts,

vice provosts, and deans, as well as

functional roles including chief

financial officers, chief information

officers, vice presidents of human

resources, vice presidents of

advancement, and general counsels

Professional fee is 33% of selected candidate's first

year's total cash compensation package; willing to

negotiate fixed or sliding scale fee; payable in three

installments along with 12% of fee for indirect

expenses. Direct expenses billed monthly at cost

as incurred. Cancellation: within first 30 days,

33% of fee and expenses; 30-90 days fee prorated

and due plus expenses. Payment terms: electronic

payments accepted at 1/4% discount, no further

discounts, no purchasing card. yes yes

Exceptions by firm:

B. Scope of Services

9. With respect to EEO

information, we are able to provide

a form to all applicants on behalf of

the University to self-identify

background identification as

directed by you; however, we are

not able to compile and maintain

this specific information within our

database in order to keep it

separate from the recruiting

process. We are committed to

providing a diverse pool of

candidates for every search

assignment, and our results as

indicated on our search list show

our success with this commitment.

D. Terms and Conditions

Heidrick & Struggles expressly

takes exception to the following

sections of the Preferred

Provisions: D, K, M, N, O, P and S.

Heidrick & Struggles would expect

to negotiate mutually

acceptable alternative terms to

apply to any final Agreement. We

suggest the following alterations to

the preferred provisions:

that we restrict our indemnity to

cases of gross negligence or willful

misconduct.

/nrn 111815 6 of 17



Firm Name Address

eVA

registered



(negotiated term)

Response

to RFP

Electronic

payment

@1/4%

discount Comments

Heidrick and Struggles, continued

We are unable to agree to this

provision.

unable to view the manual online

and therefore cannot

specifically agree to the terms at

present if beyond typical search

services.

H&S is not a SWAM business.

We request the language to be

provided as follows:

Upon full payment of all amounts

due Heidrick & Struggles in

connection with this assignment,

all right, title and interest in the

tangible items prepared by

Heidrick & Struggles exclusively

as deliverables for this assignment

(the “Deliverables”) will become

the sole and exclusive property

of the Client, except as set forth

below. Heidrick & Struggles will

retain sole and exclusive

ownership of all right, title and

interest in its work papers,

proprietary information, processes,

methodologies, know-how and

software (“Heidrick Property”),

including such information as

existed prior to the delivery of the

Services and, to the extent such

information is of general

application, anything which we

may discover, create or develop

during Heidrick & Struggles

provision of the Services. To the

extent the Deliverables contain

Heidrick Property, Heidrick &

Struggles hereby grants Client a

non-exclusive, non-assignable,

royalty-free license to use it in

connection with the Deliverables

and the subject of the assignment

and for no other or further use

without the express, prior written

consent of Heidrick & Struggles. If

any Deliverables are subject to any

third party rights in software or

intellectual property, Heidrick &

Struggles will notify you of such

rights.

/nrn 111815 7 of 17

Firm Name Address

eVA

registered



(negotiated term)

Response

to RFP

Electronic

payment

@1/4%

discount Comments

Heidrick and Struggles, continued

Catalog – As this section does not

apply to our services, we request

this section be deleted.

additional services would require a

separate agreement.

***************



firm's proposal and will detail the

scope of the search and fees; no

further agreement from the selected

firm will need to be signed.

Helbling & Associates

9000 Booktree Rd., Ste. 150

Wexford, PA 15090 Yes

Mr. Thomas J. Helbling, President

*Tracy Boczkowski, Managing Dir.

& Dir. of Business Operations

[email protected]


Executive search exclusively for

construction, engineering, facilities,

and real estate-related roles

Professional fee is one third of total first year's

compensation package, payable in three

installments; willing to discuss establishing a

capped fee. Also willing to consider flat fee

arrangement. Preapproved, direct expenses billed

monthly at cost as incurred, no markup. Payment

terms 2% 20, Net 30; electronic payment available. yes yes







signed.

Heyman Associates, Inc.

11 Penn Plaza, 22nd floor

New York, NY 10001 Yes

Ms. Maryanne Rainone, Managing

Director [email protected] 212-784-2717

Executive, Academic Higher

Education; specializes in corporate

communications and public affairs

positions, media/public relations,

government/community affairs,

investor relations, branding and

internal communications positions.

Although professional fee is typically 33 1/3% of

the selected candidate’s total first year’s annual

compensation, is willing to offer discount to 30%,

payable in three equal installments along with an

administrative fee of 10% of minimum fee or

$5,500 for indirect expenses. Willing to consider

flat fee arrangement on case-by-case basis. Direct

expenses billed as incurred and approved and are

not marked up. Can accept electronic payments

with 1/4% discount. yes yes







signed.

Higdon Partners LLC

230 Park Avenue, Suite 951

New York, NY 10169 no Mr. Henry G. Higdon, Chairman [email protected] (212) 986-4662

Executive searches for Investment

Management; include Chief Investment

Officer, Treasurer/VP-Finance

Professional fee is 33% of selected candidate's total

first year's cash compensation, payable in three

installments; open to negotiating a fixed fee.

Indirect, administrative fee is flat 5% of

professional fee, billed over first three months.

Direct expenses billed monthly at cost as incurred.

Right to cancel: client obligated for accrued interim

fee plus expenses. Payment terms invoices payable

2% 20, NET 30; electronic payments accepted. yes yes







signed.

/nrn 111815 8 of 17





Firm Name Address

eVA

registered



(negotiated term)

Response

to RFP

Electronic

payment

@1/4%

discount Comments

Hollins Group, Inc., The

225 West Wacker Dr., Ste. 1575

Chicago, IL 60606-1274 yes Mr. Lawrence Hollins, President [email protected] (312) 606-8000

Executive, Academic, senior level

higher education and healthcare

searches with broad spectrum of

disciplines; includes

President/Chancellor, cabinet-level and

senior academic chairs, provosts,

deans, administrators.

Offers fixed professional fee scale:

Salary Range Fixed Fee

$100,000 and below $30,000

$101,000-$150,000 $40,000

$151,000-$200,000 $50,000

$201,000-$300,000 $75,000

$301,000-$400,000 $115,000

$401,000+ $130,000

Professional fee payable in three prescribed

installments (25%-50%-25%). Direct expenses

billed at cost, no markup, as incurred. No fee

charged for indirect expenses. For any additional

work outside of scope of customary executive

search services, a fee of $125/hour will be charged.

Payment terms 2% 20, Net 30; electronic payments

accepted. yes yes







signed.

Isaacson, Miller

263 Summer Street

Boston, MA 02210 Yes

Mr. John Fahy, Chief Financial

Officer

[email protected]


Executive, Academic, Healthcare

searches; senior level higher education

Non-contingent and non-refundable professional

fee is 33% of hired candidate's total first year's

cash compensation, payable in three installments.

Open to fixed fee arrangement. If a candidate is

hired for another position within twelve months of

the search closing, firm will bill separate fee of

25% of first year's cash compensation. Direct, out-

of-pocket expenses billed monthly at cost as

incurred, no markup. Indirect expenses billed at a

flat 11% of the professional fee over three months.

Termination: Obligation for all fees invoiced and

all reimbursable expenses incurred through date of

termination. Payment terms Net 30; electronic

payments preferable with 1/4% early pay discount

applied. yes yes







signed.

/nrn 111815 9 of 17


Firm Name Address

eVA

registered



(negotiated term)

Response

to RFP

Electronic

payment

@1/4%

discount Comments

Korn/Ferry International

265 Franklin Street, 17th Floor

Boston, MA 02110 Yes

Dr. David Mead-Fox

Rosa Morris

[email protected]


Executive, Academic searches; higher

education and healthcare

Non-contingent, non-refundable professional fee is

33% of the total first year's compensation package

with minimum fee of $80,000, payable in three

installments; amenable to fixed fee and/or sliding

scale rate as follows:

Business, Law, or Medical School Dean - $100,000

All other full Deans - $90,000

Provost or other direct report to Presidents -

$95,000

President - $110,000

Will also consider capped fee, calculation of our

professional fee at 1/3 of first year’s compensation

but no more than an agreed upon amount. Flat

12% of fee billed for administrative expenses.

Direct expenses billed monthly as incurred with no

mark up. Invoices payable net 30 after receipt and

approval. Cancellation agreement: Written notice;

within first 30 days minimum retainer billing non-

refundable; 30-60 days second installment due and

payable in full along with incurred expenses to date

as well as prorated fee for any additional elapsed

days; after 60 days, all professional fees and

expenses payable in full. Payment terms 2% 20,

Net 30; able to receive electronic payments.

Retention guarantee. "Off limits" policy. yes yes







signed.

/nrn 111815 10 of 17

Firm Name Address

eVA

registered



(negotiated term)

Response

to RFP

Electronic

payment

@1/4%

discount Comments

Macklin Group, Inc., The

PO Box 128

Earlysville, VA 22936 no Mr. Robin Macklin, Principal [email protected] (434) 270-8838

Executive, Education, Technology,

Finance & Financial Services searches;

Marketing & Consulting services

Professional fee is 20% of hired candidate's

annualized salary, payable in three installments;

flat fee proposal will be considered. Direct

expenses with no markup billed to client. Payment

terms Net 30; no discount for early payment. Will

accept payment through Paymode, registration

pending. yes

Accepts mandatory contractual

provisions.

Cannot agree to following under

Preferred Provisions:

*Indemnification

*Termination: It is our

impression that “Professional

Manner”, as it is used in this

provision, is too subjective.

Further, “not to exceed 5 days”

leaves open the possibility that

an unreasonably short period of

time might be required for

correction of the perceived

deficiency.

*Right to Audit: “All books

and records” could include

resumes and other materials of

applicants whom The Macklin

Group decided were not worthy

of submission. We cannot

agree to any situation in which

we might compromise the

confidentiality we view to be

inherent in all applicant

interactions, which is a tenet

that is crucial our continuing

ability to provide the highest

quality of service to our clients.

/nrn 111815 11 of 17


Firm Name Address

eVA

registered



(negotiated term)

Response

to RFP

Electronic

payment

@1/4%

discount Comments

Macklin Group, Inc., The, continued

*Favored Nations: The

Macklin Group is prevented

from agreeing to this provision

since its agreements with many

other entities are expressly

confidential. However, it will

always offer fair and

competitive pricing.

*Intellectual Property

Rights/Disclosure: The

Macklin Group negotiated that

the University will have right of

first refusal on all submitted

candidates for a reasonable

period of time, on a per-search

basis, only, however it will not

be assigned rights to those

candidates. Those rights will

remain with The Macklin Group

as described in the agreement

negotiated with the Executive

Search group.

****************







signed.

Merritt, Hawkins & Associates

7000 Central Parkway, N.E., Ste.

850


Bo Burdette

John Hawkins

[email protected]

[email protected]

(800) 306-1330

(770) 481-1143

Executive, Academic, Healthcare-

Medical-Physician searches; higher

education

Standard (faculty physician positions through rank

of Professor) Search fee: Capped, not to exceed

$28,000 per search and to include $2,000 Initiation

Fee, only hourly billings dedicated to the search,

tiered Completion Fee. Early Completion Bonus of

$3,000 awarded if client/candidate reach agreement

within 90 days of start date. Direct expenses billed

monthly as incurred.

Executive Search (Chief and above), will not

exceed $45,000 per search: $15,000 Initiation Fee,

$15,000 Day 45*, $15,000 Completion Fee upon

placement. *Earned if search is completed or

canceled in less than 45 days. Direct expenses

billed monthly as incurred.

For all searches, replacement guarantee. Payment

terms Net 30, 1.5% monthly service charge for

unpaid amounts; no discount for early payment.

Electronic payments accepted through ACH with

1/4% discount. yes yes







signed.

/nrn 111815 12 of 17

Firm Name Address

eVA

registered



(negotiated term)

Response

to RFP

Electronic

payment

@1/4%

discount Comments

Myers McRae

515 Mulberry Street, Suite 200

Macon, GA 31201 Yes Emily Myers, President & CEO [email protected] (478) 330-6222


higher education

Professional fee is 25% of present salary of the

position or flat fee that is less than 1/3 of salary,

payable in three installments. Direct expenses

billed monthly at cost as incurred. No

administrative fee for indirect expenses.

Cancellation of search may be made at any time,

but in no case is fee less than the first monthly

billing plus accrued expenses; for cancellation after

90 days, fee considered earned in full. Payment

terms 2% 20, Net 30; electronic payments by ACH,

purchasing/credit card accepted; preference for

payment by check or credit card. Retention

guarantee of 18 months. yes yes







signed.

Park Square Executive Search

101 Main Street, 14th Floor

Cambridge, MA 02142 no

Mr. Jonathan Fortescue, Managing

Partner [email protected] (617) 401-2981

Executive, Academic, Healthcare


and medical center leadership

Standard fee is 33% of first year's total cash

compensation including bonus, payable in three

installments, with minimum fee $70,000; open to

fixed fee based on level of position. For residual

hires made from presented candidates, fee of 25%

of expected first year cash compensation billed for

each additional hire. Administrative fixed fee of

$6,000 charged for indirect expenses, payable in

two installments. Direct expenses billed monthly

at cost as incurred. Electronic payment with 1/4%

discount accepted. One-year retention guarantee. yes yes







signed.

Parker Executive Search

Five Concourse Parkway, Ste. 2900


Ms. Laurie Wilder, President

Michael Plunkett

[email protected]

[email protected]

(770) 804-1996

x102

(770) 804-1996

x114

Executive, Academic search; senior

level higher education:

Presidents/Chancellors, Sr. Level

Administrators all functional areas

Standard professional fee is 33% of first year's total

cash compensation, payable in three installments;

open to set fee of 30% of total cash compensation.

Indirect expenses capped at 12% of professional

fee. Direct expenses billed monthly at cost as

incurred. Termination: If within first three months,

fee payable up to that point is equal to set fee,

prorated on per diem basis over initial 90-day

period. If after 90-day period, fee equals to set fee.

Payment terms Net 30, 1.5% per month. Electronic

payment accepted at 1/4% discount. Retention

guarantee. yes yes







signed.

R. H. Perry and Associates

2607 31st Street, NW

Washington, DC 20008 yes

*Mr. Robert H. Perry, Pres.

Paul G. Doeg, Chief Operating

Officer

[email protected]

[email protected]

202-965-6464

(main office)

406-220-2129

(Mr. Doeg)

Executive, Academic search; senior

level higher education:

Presidents/Chancellors, Sr. Level

Administrators all functional areas

For fully integrated search, fixed fee retainer is

33% times the midpoint of position's anticipated

salary range, payable in three equal installments.


For Value-Added Search (selected consulting

services to institutions conducting their own senior

administrator searches) fee is based on 16.5%

midpoint of approved salary range for position with

$20,000 minimum; direct expenses billed as above

and includes travel, advertisements, finalist due

diligence, no mark up. Cancellation requires two

weeks' written notice; fee calculated on pro rata

basis plus expenses incurred to date. Electronic

payment by EDI accepted at 1/4% early pay.

Retention guarantee and "Off-Limits" policy. yes yes







signed.

/nrn 111815 13 of 17





Firm Name Address

eVA

registered



(negotiated term)

Response

to RFP

Electronic

payment

@1/4%

discount Comments

R. William Funk & Associates

100 Highland Park Village, Suite

200

Dallas, TX 75205 yes

Mr. R. William Funk

*Krisha Creal

[email protected]


Executive, academic search; higher

education senior level--President,

Chancellor, Provost, VP of Finance

and Administration, Development and

University Advancement, Research,

Enrollment Management, Dean

Professional retainer is 33.3% of selected

candidate's first year's cash compensation package,

payable in three equal installments. Open to flat

fee arrangement, minimum of $60,000-$150,000

depending on position level, etc. Indirect expenses

billed at 12% of retainer and direct expenses billed

monthly as incurred. Payment terms Net 30.

Payment by check at 1/2% discount, electronic

payment at 1/4% discount. Two-year retention

guarantee. yes







signed.

Rent Consulting Group, LLC

PO Box 220647

Charlotte, NC 28222-0647 yes Dr. George S. Rent [email protected]

(877) 366-2388

(704) 366-2388

Executive, Academic, senior level

higher education, healthcare searches,

includes dean, chair, professorships in

schools of nursing, public health

sciences units, bioinformatics, biology,

biosciences, engineering, science

education, social work, special

education.

Although standard fee is 33% of total salary

compensation package, proposed fee is discounted

at 28% of package, payable in three monthly

installments; open to fixed fee arrangement based

on level of and comparable salaries for position.

Direct expenses billed monthly as incurred. No

administrative fee is charged for indirect expenses

unless firm handles all correspondence and files for

search committee, which would then be an

additional 10% computation of the professional

fee. Invoices payable 2% 20, NET 30. yes yes







signed.

RPA, Inc.

2895 South Reach Rd.

Williamsport, PA 17701 yes

Ms. Kate Nolde, Associate Vice

President

[email protected]

[email protected]

(800) 992-9277

(570) 321-6111


higher education; top administrative

and cabinet level officers, specialized

consulting for recruitment of

development staff at all levels, and

management and fundraising

consulting

Standard professional fee is 33% of selected

candidate's starting salary/compensation package,

with minimum at $42,500, payable in three

installments, fee includes indirect expenses; is

willing to negotiate fee based on needs of search.

Direct expenses billed at cost monthly as incurred

and include consultant travel and advertising.

"Add-on" multiple searches conducted at the same

time may result in reduced fee. For purposes of

this agreement we would be willing to consider a

flat fee for services. For a presidential/chief

executive officer level search, we will consider a

flat fee of $64,000. For all other searches, we will

consider a flat fee of $44,000. These fixed

professional fees do not include the fees associated

with travel or advertising. Those additional fees

will be billed separately at actual cost. Estimates

for these fees can be found in our original proposal.

Payment terms, Net 30; electronic payments

accepted through ACH at 1/4% early payment

discount. yes yes







signed.

/nrn 111815 14 of 17


Firm Name Address

eVA

registered



(negotiated term)

Response

to RFP

Electronic

payment

@1/4%

discount Comments

Russell Reynolds Associates

1250 Coast Village Road, Ste. J

Santa Barbara, CA 93108 yes

Dr. Ilene Nagel, Leader, Education

Practice

*Mirah Horowitz

[email protected]

[email protected]

(805) 699-3050

(650) 233-2417

Executive, Academic searches; senior

level higher education; president, vp,

dean, provost, foundation, executive

director, department head, chair

Professional fee is 33.3% of total compensation

package for selected candidate, payable in three

monthly installments with minimum of $85,000,

and firm offers sliding scale discount arrangement

for multiple searches over the three-year contract

period. Willing to conduct searches on a fixed fee

bases, provided that the fee is set at 90% of the one-

third of the mid-point of the expected total first

year compensation; fee payable in three equal

monthly installments at the initiation of the search

and at 30 and 60 days thereafter. If search results

in additional hire for unrelated position, fee is

33.3% of that hire's total compensation package.


Flat Cost Recovery Charge for indirect expenses

charged at discounted $3,600 fixed cost, payable in

three equal installments. Cancellation fees charged

at 33% for both professional and Flat Cost

Recovery Charge up to 30 days; prorated up to 90

days with direct expenses due; full charges after 90

days. Payment terms Net 30 on receipt of invoices

with no discount for early payment; electronic

payments accepted through ACH, no discount.


Exceptions by firm:

RRA expressly objects to

Section K (Favored Nations),

Section N (SWAM Business

Reporting), and Section P

(Electronic Procurement

Clause) of the University’s

Preferred Contractual

Provisions as not being

applicable or appropriate to

RRA. With respect to Section D

of the University’s Preferred

Contractual Provisions, RRA’s

indemnification obligations

should be limited to claims and

costs arising from RRA’s

negligence or willful

misconduct and should be

subject to Section 7 of Russell

Reynolds Associates’ Terms &

Conditions.

Russell Reynolds Associates, continued







signed. This is acceptable to

RRA as long as RRA's Standard

Terms and Conditions, which

were provided with RRA's RFP

response, will govern the

search, and the University's

purchase order will specify the

Fee, Retainer, and Flat Cost

Recovery Charge.

/nrn 111815 15 of 17



Firm Name Address

eVA

registered



(negotiated term)

Response

to RFP

Electronic

payment

@1/4%

discount Comments

Spelman & Johnson Group

3 Chapman Ave.

Easthampton, MA 01027 yes

Ms. Ellen Heffernan, Managing

Partner

Ms. Julie Smith, Administrative

Director

[email protected]



level higher education; administrative

positions; presidents as well as vice

presidents, deans and directors in a

variety of cabinet-level administrative

areas, e.g., student affairs, enrollment,

academic affairs, finance, and

development

Professional fee is 33% of selected candidate's first

year's salary, payable in three equal installments

with an adjusted fourth installment. Fee capped at

$150,000 with minimum of $28,000. Is open to

flat fee arrangement. Offers professional fee

discount for volume, multiple searches:

Annual Fees Fee Discount

$0-$250K 0%

$250K-$500K 3%

$500K-$1M 5%

Over $1M annually 7%

One-time administrative fee of $2,500 for indirect

expenses billed with first invoice. Direct expenses

billed monthly as incurred; flat $50 markup only on

flight trip insurance. Payment terms preference

paper check Net 30 at 1/2% discount; electronic

payments accepted. Search Conclusion Guarantee.

Retention Guarantee. "Off-Limits" Policy. yes yes







signed.

SpencerStuart

Two Stamford Plaza, 14th Floor

281 Tresser Blvd.

Stamford, CT 06901 yes

Ms. Michele Haertel, co-leader of

Academia Practice [email protected]

(203) 326-3765

(direct)

(203) 324-6333

(firm)


level higher education including

presidents, executive vice presidents,

chief financial officers, provosts, chief

investment officers, deans and vice

presidents

Fee is one-third of anticipated first year total

compensation package, consists of non-contingent

retainer and final fee adjustment. Open to fixed fee

or other optional arrangement. Administrative fee

is 10% of retainer, billed in three equal

installments. Direct expenses billed separately and

monthly at cost as incurred. Payment terms Net 30

preferably by check at 1/2% discount, electronic

payment at 1/4% discount. yes yes

Exceptions by firm:

We agree to comply with the

University’s Mandatory

Contractual Provisions as set forth

in Section D of this Request for

Proposal. We agree to comply with

the University’s Preferred

Contractual Provisions with the

following deviations:

K. Favored Nations: The Selected

Firm represents that the prices,

terms, warranties, and benefits

specified in its proposal are

comparable to or better than the

equivalent terms being offered by

the firm to any present similarly

situated customer, which includes

searches for similar positions with

similar requirements in similar

regions.

N. Small, Women-owned and

Minority-owned (SWAM)

Business Reporting: Please note

that Spencer Stuart does not

typically use sub-contractors.

However, in the event we do use

subcontractors, we agree to comply

with the terms of this section and

provide quarterly reports at that

time.

***********



firm's proposal and will detail the

scope of the search and fees; no

further agreement from the selected

firm will need to be signed.

/nrn 111815 16 of 17




Firm Name Address

eVA

registered



(negotiated term)

Response

to RFP

Electronic

payment

@1/4%

discount Comments

Storbeck/Pimentel & Associates

1400 North Providence Rd., Ste.

6000

Media, PA 19063 yes

Ms. Shelly Storbeck, Managing

Partner

*Ms. Maureen Hillen

[email protected]


Executive, Academic Higher

Education; president, chancellor, CEO,

dean, provost, vice president levels in

development, finance, administration

Professional fee is 33% of placement's first-year

compensation, payable in three equal installments;

is open to fixed fee arrangement. Direct expenses

billed at cost. Although engagement support fee of

15% of professional fee charged for overhead

indirect expenses, is willing to reduce the rate to

10%. Right to cancel agreement, fees/expenses to

date payable; only exception if cancellation is

during the first month, one month's professional fee

plus expenses due. Payment terms monthly Net

30; electronic payments accepted at 1/4% discount.








signed.

Tuft & Associates, Inc.

1209 N. Astor Street

Chicago, IL 60610 no Ms. Mary Ann Tuft, President [email protected] (312) 642-8889 Academic administration and nursing

The fee is 29% of the first year’s base salary and

billed in three installments. Direct billable

expenses will be charged for reimbursement at

cost. Tuft would be open to a fixed fee regardless

of the final compensation provided to the

successful candidate. Electronic payment with

1/4% discount accepted. Retention guarantee. yes yes







signed.

William Spelman Executive Search

667 Midship Circle

Webster, NY 14580 Yes Mr. William Spelman, President [email protected]

(585) 787-9742

or cell (585) 727-

1965


level higher education; president, vp,

dean, director

Fixed professional fee is $40,000, payable in three

equal installments, plus $8,500 for marketing.

Direct expenses are invoiced monthly as incurred

with no markup. Payment terms 2% 20, NET 30;

able to accept electronic and/or purchasing card

payments; no additional discounts. Retention

Guarantee. "Off limits" policy. yes yes







signed.

Witt/Kieffer

2015 Spring Road, Suite 510

Oak Brook, IL 60523 no

Lucy Leske, Cohead Education

Practice Managing Partner

Robin Mamlet, Cohead Education

Practice

[email protected]

[email protected]

(630) 990-1370

(610) 544-3474

Executive, Academic,

Healthcare/Academic Medicine


include president, provost, dean

positions. Specialties include

development, finance, enrollment,

information technology and life

sciences.

Firm proposes following fixed fee structure:

Compensation Range* Fixed Professional Fee

$200,000 & below $60,000

$200,001-$300,000 $80,000

$300,001-$400,000 $110,000

$400,001-$500,000 $140,000

$500,001-$700,000 $175,000

$700,001-$900,000 $225,000

$900,001-$1,200,000 $275,000

Over $1,200,000 $300,000

*Includes first year salary and 1/2 of any eligible

incentive, signing or other bonus for the selected

candidate.

Fee payable in three installments; indirect, fixed

job expenses billed at flat 9% of professional fee

with minimum of $5,400 and maximum of $7,000;

direct expenses billed monthly at cost as incurred.

"Add on" search professional fees billed at 20% of

first year's total compensation. For search

cancellation client responsible for fees and actual

expenses to date. Suspended search: same terms if

restarted within 6 months for same position; longer

than 6 months search is cancelled. Payment terms

Net 30; 1.5% past due late penalty fee; electronic

payments accepted through ACH at 1/4% discount,

no purchasing cards. Retention guarantee. yes yes







signed.

/nrn 111815 17 of 17



Florida International University Executive Search Firm Contracted Vendors Assurgent Medical Solutions LLC Diversified Search LLC Greenwood/Asher & Associates Inc Helbling & Associates Inc Isaacson Miller Inc Korn/Ferry International Merritt Hawkins & Associates LLC Myers McRae Inc Parker Executive Search The Spelman & Johnson Group

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