COMMODITY DESCRIPTION.pdf by lovemacromastia

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									                                 HOW TO BUY:
                   PROFESSIONAL SEARCH FIRM SERVICES

COMMODITY DESCRIPTION
  This commodity covers services provided by professional search firms to executive-
  level search committees. Typically, such committees seek to fill positions at the level
  of Associate Vice Chancellor and above (for campus positions) and Associate Vice
  President and above (for University of Colorado System positions).

   Professional search firm services include, but are not limited to: developing a
   recruiting plan; developing a qualified candidate pool; compiling relevant candidate
   data; conducting reference checks; providing an objective evaluation of candidates;
   recommending a salary range for the position; and, arranging and facilitating
   interviews.

PROCUREMENT OPTIONS & PROCEDURES
    If your total purchase is: Then use:
                 $5,000 or less • Your Procurement Card, or
                                • A Department Purchase Order (DPO)
                 Above $5,000 • A PO Requisition, or
                                • An SPO Requisition

      In order to obtain:       Your Purchasing Agent needs:
           Services over $5,000 • All written documentation regarding the
              and up to $25,000     procurement. This may include a quote, statement
                                    of work, or email messages/letters of
                                    correspondence.

          Services over $10,000 •      All documentation described above, plus evidence
                 that are not bid      that what the University is paying is fair and
                                       reasonable.
          Services over $25,000 •      See Procedure to Engage a Professional Search
                                       Firm at the end of this document.

      For federally funded purchases:
                   Over $5,000 • See Procedure to Engage a Professional Search
                                    Firm at the end of this document.
                   Over $5,000 • All written documentation regarding the
                that are not bid    procurement. This may include a quote, statement
                                    of work, or email messages/letters of
                                    correspondence. In addition, evidence that what
                                    the University is paying is fair and reasonable.




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PURCHASING AGENT CONTACT FOR THIS COMMODITY
   David Turner, C.P.M.
   Phone: 303/315-2787
   Email: David.Turner@cu.edu
   Fax: 303/315-2799


FINANCE & PROCUREMENT HELP DESK-ASSISTANCE CREATING DPOs,
PO REQUISITIONS, SPO REQUISITIONS
   Phone: 303/837-2161 or 303/315-2846
   Email: FinProHelp@cu.edu
   Fax: 303/837-2160


FINANCE SYSTEM CATEGORY CODE
   PROSV: Professional services, including consultants



VENDORS
A list of all firms pre-authorized for use by the University, and the specific procedures on how
to engage them, are provided below.


Procedure to Engage a Professional Search Firm

The University conducted a Request for Proposals (RFP) process in the Spring of 2007 in
order to create a list of approved professional search firms for use by search committees,
for any campus of the University, in the recruitment activities of officers and other high-
level administrators. The list of approved firms is attached. Responses to the RFPs and
collateral marketing material submitted by each of the firms is kept at the Procurement
Service Center and is available for viewing by any interested search committee.

Please follow this procedure to engage a search firm:

   1. As individual search projects are needed, a request for a response, giving specific
      details of the scope of the project and timetable for the search shall be prepared by
      the search committee. The firms shall be given a time period of at least two days
      to respond to such a request. Such response shall include an indication of their
      willingness to be considered, ability to meet the timetable, proposed search
      strategy, and cost.




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   2. The search committee shall supply the document to at least three firms (more if so
      desired) on the approved list. This may be transmitted to them by Fax, Email,
      courier, mail, or any other means so desired.

   3. The search committee shall select the most appropriate firm for their search,
      based on the responses received.

   4. The search committee shall send all responses and a statement detailing the basis
      for their selection, along with a Purchase Requisition, to the Procurement Service
      Center for issuance of a Purchase Order and a formal contract if required. Formal
      contracts are required if the University is to pay more than $100K. No work can
      begin before a Purchase Order (PO) is issued and the PO will not be issued until a
      fully executed contract is in place if so required. Please be aware of, and allow
      time for, the contracting process to take place.

The Procurement Service Center keeps a file of information regarding search firms.
Search committee members are encouraged to provide feedback regarding search firm
performance for this file.

Please make the Procurement Service Center aware of any information that may be
outdated regarding the approved list (e.g. contact names, phone numbers, etc.).

Approved list is valid until June 1, 2012 or until another RFP process is conducted,
whichever comes first.



APPROVED SEARCH FIRM LIST

Academic Search, Inc.
Washington, DC
Contact: Melinda Messmer Leonardo
Ph: 202-263-7479
Fax: 202-234-7640
Email: Melinda.leonardo@academic-search.com
Cost: $65K flat fee

Auerbach Associates
Belmont, MA
Contact: Judith Auerbach
Ph: 617-451-0095
Fax: 617-489-9111
Email: Judith@auerbach-assc.com
Cost: 33% + Expenses


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APPROVED SEARCH FIRM LIST (CONT)

Ayers & Associates
Crystal Plaza One, STE 503
2100 Jefferson Davis Highway
Arlington, VA 22202
Contact: Dr. George Ayers, President
Ph: 703-418-2815
Fax: 703-418-2814
Email: george.ayers@ayersandassoc.com
Cost: 40%, includes expenses

Diversified Search/Ray & Berndtson
Philadelphia, PA
Contact: Dr. Kim Morrisson
Ph: 215-656-3546
Fax: 215-568-8399
Email: kim.morrisson@divsearch.com
Cost: 33% + Expenses, $50K min.

EFL Associates
Greenwood Village, CO
Contact: Mary Hobson
Ph: 303-779-1724
Fax: 303-694-6866
Email: mhobson@eflassociates.com
Cost: 33% + Expenses

Frontier Partners, Inc.
North Kingston, RI
Contact: Mark Warter
Ph: 401-267-9092
Fax: 401-267-9078
Email: mwarter@frontiersearch.com
Cost: 25% + Expenses, $20K min.

Greenwood and Associates, Inc.
Miramar Beach, Fl
Contact: Jan Greenwood
Ph: 850-650-2277
Fax: 850-650-2272
Email: jangreenwood@greenwoodsearch.com
Cost: 33% +Expenses



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APPROVED SEARCH FIRM LIST (CONT)

Heidrick & Struggles
Atlanta, GA
Contact: Ellen Brown
Ph: 404-577-2410
Fax: 404-577-4048
Email: ebrown@heidrick.com
Cost: 33% + Expenses, $65K min

Institute for Effective Goverance
1726 M St., NW, STE 802-A
Washington, DC 20036
Contact: Phyllis Palmiero, Director
Ph: 202-467-0376
Fax: 202-467-6784
Email: ppalmiero@iegov.org
Cost: Flat fee quoted per search, $1500/day

Isaacson, Miller, Inc.
334 Boylston St., STE 500
Boston, MA 02116
Contact: Sara Usilton
Ph: 617-262-6500
Fax: 617-262-6509
Email: susilton@imsearch.com
Cost: 33% + Expenses, $45K min.

Korn/Ferry International
Boston, MA
Contact: David Mead-Fox
Ph: 617-345-0200
Fax: 617-345-0544
Email: David.mead-fox@kornferry.com
Cost: 33% + Expenses, $60K min

Larsen Consulting International
Golden, CO
Contact: Anna Maria Larsen or Lester Larsen
Ph: 303-526-0999
Fax: 303-526-4005
Email: les@larsens.com
Cost: 33%



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APPROVED SEARCH FIRM LIST (CONT)

McCooe & Associates, Management Consultants
615 Franklin Turnpike
Ridgewood, NJ 07450
Contact: Sean McCooe, Managing Partner
Ph: 201-445-3161
Fax: 201-445-8958
Email: sean@mcsearch.net
Cost: 30%

Parker Executive Search
Five Concourse Parkway, STE 2440
Atlanta, GA 30328
Contact: Daniel F. Parker
Ph: 770-804-1996
Fax: 770-804-1917
Email: dparker@parkersearch.com
Cost: 33% + Expenses

RPA, Inc.
Williamsport, PA
Contact: Gary Rhoads
Ph: 800-992-9277
Fax: 570-321-7160
Email: grhoads@rpainc.org
Cost: 33% + signing bonus

Slayton Search Partners
Broomfield, CO
Contact: Paul DiMarchi
Ph: 303-415-9800
Fax: 303-998-0400
Email: pdimarchi@slaytonsearchpartners.com
Cost: 30% + Expenses

The Spelman & Johnson Group
Easthampton, MA
Contact: Julie Smith
Ph: 413-529-2895
Fax: 413-527-6881
Email: jds@spelmanandjohnson.com
Cost: 33% + Expenses



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APPROVED SEARCH FIRM LIST (CONT)

Storbeck/Pimentel and Associates, LLC      Formerly Edward W Kelley.
Media, PA
Contact: Shelly Weiss Storbeck or Charles Bunting
Ph: 610-356-5608 or 802-985-4987
Fax: 610-356-5541
Email: s.strobeck@storbeckpimentel.com or
c.bunting@storbeckpimentel.com
Cost: 33% + Expenses


Witt/Kieffer
Oakbrook, IL
Contact: Dennis Barden
Ph: 630-575-6167
Fax: 630-990-1382
Email: dennisb@wittkieffer.com
Cost: 33% + Expenses, $50K min.




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