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Submitting Offer: Greenwood/Asher & Associates, Inc EXHIBIT II EXECUTIVE SEARCH AND RECRUITING SERVICES PROPOSAL for ITN56-001 Search Firms December 2015 Vendor Submitting Offer: Greenwood/Asher & Associates, Inc. 42 Business Center Drive, Suite 206 Miramar Beach, FL 32550 (850) 650-2277 [email protected] [email protected] Page 063 of 166 TABLE OF CONTENTS LETTER OF TRANSMITTAL ....................................................................................................... 4 TAB 1: APPENDIX I CONDITIONS AND REQUIREMENTS ....................................................... 6 TAB 2: CONTACT INFORMATION .............................................................................................. 9 TAB 3: CORPORATE GOVERNANCE DOCUMENTS .............................................................. 10 G/A&A W9 Form ...................................................................................................................... 10 TAB 4: VENDOR EXPERIENCE AND QUALIFICATIONS ........................................................ 11 a. Company Established ...................................................................................................... 11 b. History, Principals, Locations ........................................................................................... 11 c. President/Company Executive Officer .............................................................................. 11 d. Experience in Higher Education or Healthcare ................................................................. 11 e. Qualifications of Senior Professionals .............................................................................. 13 f. Organizational Chart ........................................................................................................ 17 g. References ...................................................................................................................... 19 h. List of Positions Filled in Past Four Years ........................................................................ 20 TAB 5: SEARCH PROCESS ...................................................................................................... 38 Philosophy and Values of Search ............................................................................................ 38 Unique Attributes that Distinguish Us as a Leading Higher Education Search Firm ................. 38 a. Firm’s Search Process ..................................................................................................... 39 b. Assistance during the Interview Process .......................................................................... 46 c. Background Checking ...................................................................................................... 47 d. Reference Checking......................................................................................................... 47 e. Screening Methodology ................................................................................................... 48 f. Salary Comparisons ......................................................................................................... 48 g. Timeline and Work Plan ................................................................................................... 49 h. Successful Recruiting Conclusions .................................................................................. 51 i. Compliance with Final Rule for Section 503 of the Rehabilitation Act ............................... 60 Building Diverse Candidate Pools ............................................................................................ 60 TAB 6: FINANCIAL PROPOSAL ............................................................................................... 74 a. Proposed Fees ................................................................................................................. 74 b. Fee Structure and Terms ................................................................................................. 75 c. Charge Policies ................................................................................................................ 76 d. Cost Savings .................................................................................................................... 77 e. Payment Terms ................................................................................................................ 77 f. Electronic Payments ........................................................................................................ 77 g. Other Fees ....................................................................................................................... 77 Page 064 of 166 © 2010 Greenwood/Asher & Associates, Inc. Proposal to FIU ITN56-001 December 2015 Page 2 of 102 TAB 7: COMPETITIVE SOLICITATION COVER DOCUMENT, ADDENDUM ACKNOWLEDGE FORMS ...................................................................................................................................... 79 TAB 8: ALTERNATE BRANDS OR EQUIVALENT PRODUCTS ............................................... 82 TAB 9: SUBCONTRACTORS .................................................................................................... 83 TAB 10: APPENDIX II FROM RFP ............................................................................................ 84 TAB 11: AFFIDAVIT OF TRADE SECRET CERTIFICATION .................................................... 86 TAB 12: INSURANCE ............................................................................................................... 88 TAB 13: VENDOR’S SERVICES AND WARRANTIES, IF APPLICABLE .................................. 90 Strategy for Assisting Transition of Successful Candidates ..................................................... 90 TAB 14: DISCLOSURES ........................................................................................................... 91 TAB 15: ADDITIONAL INFORMATION REQUESTED IN THE COMPETITIVE SOLICITATION .......................................................................................................................... 92 TAB 16: ADDITIONAL PERTINENT INFORMATION VENDOR WOULD LIKE TO PROVIDE. 93 Minority, Women & Florida Veteran Business Certification ...................................................... 93 APPENDIX A: Representative List Of Clients We Have Worked with Throughout Our Executive Search and Consulting Experiences ..................................................................... 94 APPENDIX B: Greenwood/Asher & Associates, Inc. Facts .................................................... 98 APPENDIX C: Menu Of Leadership And Organizational Consulting Services ................... 100 APPENDIX D: Letter of Reference ......................................................................................... 101 Page 065 of 166 © 2010 Greenwood/Asher & Associates, Inc. Proposal to FIU ITN56-001 December 2015 Page 3 of 102 LETTER OF TRANSMITTAL December 15, 2015 Kelly Loll Director of Purchasing Purchasing Services Florida International University Modesto A. Maidique Campus 11200 SW 8th Street Campus Support Complex – CSC 411 Miami, FL 33199 Dear Ms. Loll and Members of the Purchasing Office Staff: Thank you for allowing Greenwood/Asher & Associates, Inc. (G/A&A) the opportunity to present a proposal to provide executive search services to Florida International University (FIU) for open positions in a Higher Education environment. We are a woman-owned firm with a diverse consulting team. We have extensive experience in executive search, consulting and training for university systems and campuses. In addition, we have a minority owned consulting firm as a partner. Dr. Betty Turner Asher, co-owner of G/A&A and partner, and I have facilitated more than 2000 searches since 1992. We have both served as tenured professors and presidents of universities. In addition to our corporate headquarters in Florida, our consultants are located strategically around the United States including California and Metro DC. Dr. Betty Asher and I, along with our consultants and affiliates, bring both an understanding and awareness of the needs of higher education and an ability to reach out nationally and internationally to identify appropriate candidates. Each of our consultants works on an average of three searches at a time. This workload allows quality service for our clients. Our references speak to our highly personalized services 24/7. As examples of quality results of our searches, we are proud to have recently provided to our clients placements that included four National Academy members (one at an AAU institution and three at non-AAU institutions). Included in these four National Academy placements were a renowned medical doctor and a female dean of engineering. It is very difficult to recruit National Academy Members for universities that are not AAU. We are proud of our repeat client rate of approximately 97% since 1992. Even in the difficult national recruitment climate, which higher education is experiencing due to matters relating to the economy and retirement of senior leaders, the majority of our searches are continuing to close on schedule with our clients getting the candidate of their choice. We have a deep understanding of higher education in Florida. Since 2001 we have partnered with ten different Florida public institutions for the successful completion of 51 searches, 27 of these with Florida International University. This includes presidents for the University of Florida (twice),
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