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Proposal Submitted in Response to

THE EL CAMINO COMMUNITY COLLEGE DISTRICT

Request for Proposal (RFP): Executive Recruitment Services

BID # 2020-10

Superintendent/President

September 26, 2020

Co-Consultants—PPL, Inc.

Drs. Benjamin Duran and Lisa Sugimoto

Board of Trustees Agenda/Human Resources - October 7, 2020`

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TABLE OF CONTENTS

a. COVER LETTER 3

b. STATEMENT OF QUALIFICATIONS 5

c. RESPONSE TO THE EVALUATION CRITERIA AND SCOPE OF SERVICES 6

1) Sourcing Process 6

2) Firm’s Background and Industry Expertise 12

3) Firm’s Organization and Staffing 18

4) Projected Timeline for Completion of Search 19

5) Price Proposal 22

APPENDICES and ADDENDUMS 24

d. RESUMES OF PROPOSED PROJECT TEAM 25

e. SECTION 4: BID PRICE PROPOSAL FORM 33 SECTION 5: STATEMENT OF BIDDER’S QUALIFICATIONS 36

f. SECTION 6: NON-COLLUSION AFFIDAVIT 39

g. SECTION 7: SUSPENSION AND DEBARMENT CERTIFICATE 40


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September 26, 2020

Board of Trustees El Camino Community College District 16007 Crenshaw Blvd. Torrance, California 90506

Dear Board of Trustee Members:

PPL Inc. takes great pleasure in forwarding this proposal to the El Camino Community College District to conduct executive search services for the position of Superintendent/President. PPL has an extensive record of helping districts find qualified and experienced leaders from diverse backgrounds who have served the community colleges well and has been providing consulting and search services since 1978.

El Camino College has a long-standing history and memorable traditions of excellence in education, community volunteerism and philanthropy. Yet, there continues to be a need to balance history and tradition with innovation, flexibility and nimbleness to move quickly to address the changing environment in which we live. El Camino College is well positioned to address the needs of the communities it serves as well as a global society that is changing demographically, economically, technologically, and environmentally, especially in a post pandemic world.

Experience with Executive Searches in the National Community College Arena PPL believes strongly that its search consultants provide “the best of both worlds.” The firm’s long history of service, with only a few exceptions, has focused exclusively on executive searches for the California community colleges; PPL knows these colleges well. However, the firm’s reach in executive recruitment is much broader. Contacts are cultivated and maintained across the country, so that the search for the District’s executive staffing needs will result in a large, diverse, and highly qualified pool of applicants for both positions. PPL has maintained partnerships with professional associations, major universities preparing community college leaders, and associations representing the diverse community of applicants pursuing professional growth. We pursue candidates who have the capacity and willingness to address the emerging challenges in higher education institutions.

The PPL Approach PPL will customize its services to meet your District’s needs. We suggest practices and resources that have been successful in past searches we have completed, and we caution about those that we have found to be problematic. PPL partners with the District to pursue an effective process, with a final selection of the new Superintendent/President who will serve the District’s colleges well, hopefully for years to come.


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PPL Search Consultant Team

Dr. Lisa Sugimoto, Vice President Dr. Sugimoto has facilitated successful recent CEO searches with Irvine Valley College, Cerro Coso College, Rio Hondo CCD, Los Angeles Valley College, Los Angeles Southwest College and Victor Valley CCD. Dr. Sugimoto retired as the Vice President of Advancement after serving as theSuperintendent/President in an interim position for Pasadena CCD. She has served as the President ofACCCA and continues to serve on several boards, including UCLA’s Educational Leadership AlumniBoard.

Dr. Benjamin T. Duran, PPL, Inc. President I serve as President of PPL Inc. and have been a co-owner since 2012. I have participated in successful CEO searches at various California Community College Districts across the state—San Joaquin Delta CCD, Los Angeles Valley College, Rio Hondo CCD, Feather River CCD, Mira Costa CCD, Ventura County CCD, and Oxnard College. I retired as Superintendent/President of Merced CCD, after serving for 22 years there, 14 years as the District’s Superintendent/President.

Proposed Fee for Services

The more detailed full proposal includes the services provided and the fees for each component of the search. The fee for full search services is $32,500 for the search, plus reimbursement of necessary and appropriate travel expenses not to exceed $3,000. In the current pandemic imposed virtual environment, if no actual travel takes place, there will be no request for travel expense reimbursements. There are several options we can discuss with you to adjust this cost and to provide additional services, if necessary. We will be pleased to negotiate with your District to re-quote our fee, should you require more or less than the full search services listed.

PPL Contacts

As always, the full team of PPL consultants will strive diligently to see that the needs of the El Camino Community College District are met. In that regard, should Drs. Sugimoto and Duran not be able to perform their duties for some unforeseen reason, another PPL Co-owner will quickly step in to provide a seamless flow of services.

Please make all inquiries regarding the proposal for this search directly with Dr. Sugimoto at (562) 972-8983 or by email at [email protected]. If she cannot be reached and you need assistance immediately, I may be reached by phone at (209) 761-0534 or email at [email protected]. We look forward to the opportunity to serve the El Camino Community College District’s Board of Trustees, the College, and the communities in the District.

Sincerely,

Benjamin T. Duran, Ed.D. President/Co-owner


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b. STATEMENT OF QUALIFICATIONS

PPL Inc. was founded in 1978 by a group of retired community college executives and incorporated on August 8, 1986, as a Domestic Corporation in the State of California. The California Secretary of State incorporation file number is # C1539443. PPL Inc. is designated as active and in good standing with the California Secretary of State.

PPL Inc. is, and will be for the duration of this agreement, in full compliance with the provisions of the Immigration Reform and Control Act of 1986 ("IRCA"), as well as any similar provisions of Applicable Laws setting forth proscriptions or penalties relating to the employment or hiring of undocumented aliens.

The Corporate Headquarters of the company are in Lake Tahoe, California, where PPL Inc. Executive Vice President/Chief Financial Officer, Dr. Guy Lease resides.

The mailing address is:

PO Box 17457 Lake Tahoe, CA 96151

The physical address is:

1200 Winnemucca Ave. Lake Tahoe, CA 96150

PPL is highly qualified to perform the services delineated in the RFP. PPL has a long record of assisting districts with executive searches as evidenced by the numerous successful searches the firm has led. PPL search consultants have many years of executive experience in the California community college environment and are experts in working with districts to conduct and complete successful searches; however, the company’s scope of recruitment is nationwide with a database of contacts that includes executives in leadership positions from colleges across the nation. From recent CEO searches, 20-30% of the applicants were from out-of-state. As one of the preeminent community college search companies in California, many districts have used PPL Inc. services. In 2019 and 2020 alone, PPL Inc. completed ten (10) successful searches for either chancellor, superintendent/president, or president. It should be noted that many districts have used the company multiple times over the years. We are proud of the repeat business the company enjoys due to its consistent, high quality service.

In accordance with Board Policy (BP) 2431 and Administrative Procedure (AP) 2431, consultants will work with the Board of Trustees, the District’s Human Resources Office (HR), the Superintendent/Presidential Search Committee (Search Committee) and College constituent designees to develop and implement a search process and a mutually


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developed timeline. Movement through each stage of the process is deliberate yet expeditious. The average duration of a search and selection is approximately five to six months. Once media (print and online) and advertising are initiated, a 45 to 60-day recruitment period commences, culminating with first level Search Committee interviews and recommendations to the Board of Trustees of final candidates. Final interviews by the Governing Board follow, along with contract negotiations with the successful candidate and Board approval of the appointment. Reasonable adjustments to shorten the timeframe may be made, as necessary.

c. RESPONSE TO THE EVALUATION CRITERIA AND SCOPE OF SERVICES

1. Sourcing Process

PPL’s approach to understanding district needs, assessing candidates, arrangingand managing interviews.

¨ District Needs -- Prepare a draft position advertisement and materials includingdistribution of position announcement/information to prospective candidates (Scope of Work #2).

Consultants will initially review the College’s Educational Master Plan, institutional research and economic outlook documents. Following the document review, the consultants will survey the Board of Trustees and campus community (possibly College constituent designees) to determine if any modifications are needed to the current position/job description. Those surveyed will be asked to identify preferred qualifications (Minimum Qualifications are dictated by Ed Code) as well as professional and personal characteristics that will further the institutional mission, vision and goals. The input is incorporated into a formal position announcement.

The position amendments will be approved through the collegial consultation processes in accordance with AP 2431 and finally approved by the Board of Trustees (salary, range, and budget). PPL Consultants in consultation with the College’s Human Resources and Public Information Offices will develop the Superintendent/President job announcement which will describe the College and its environment, current issues, qualifications and characteristics of the ideal candidate, the search and selection process, and instructions on how to apply. To announce the vacancy, PPL consultants assist in the development of the District-sponsored Superintendent/President Search website by working in cooperation with appropriate staff from various offices (e.g., human resources, information technology, institutional research, and public information). The website links the user to an online portal (and if available, an online application) that describes the position, shares information about the District, and gives a flavor for the communities


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served by the institution. Numerous links are incorporated to take the website navigator to institutional and external information the District/College feels important to share.

¨ Assessing Candidates -- Assist in receiving applications, collecting EEO data, pre-screening applications, and sending letters to applicants (Scope of Work #4). Advertising, recruiting (Described further in PPL’s Background and Industry Expertise), Vetting. Conduct reference checks of candidates and provide written summary reports (Scope of Work #9).

PPL’s executive search processes incorporates several perspectives to support well-rounded insights, assessments and vetting of the candidates for the Board of Trustees’ final consideration:

• Consultants assist with initial screening of the applicant pool for Minimum Qualifications (MQs)

• Screening Committee develops criteria-based screening of candidates for interviews

• Consultants work with the Search Committee to develop criteria-based interview questions for first level interviews

• Consultants facilitate first level interviews and deliberations with brief candidate profiles and in-depth media and internet reports for the Search Committee’s consideration

• Consultants assist and facilitate with final candidate forums and prepare a summary report of forum audience input to be provided to the Board of Trustees

• Consultants conduct background checks on finalists with contacts to the candidates’ provided reference list in addition to contacts with other individuals who can assess each finalist’s professional performance related to the El Camino Community College District Superintendent/ President position (Assigned consultants conduct background/reference checks. This function is never contracted out)

• Consultants assist the Board of Trustee in the development of final interview format and questions

• Consultants are available to coordinate the finalist interviews with the Board of Trustees

• Consultants report out the final background check summary reports for the Board of Trustees

• Availability of PPL Consultants for consultation with Board of Trustees to assure them of the progress of the search

If the search is extended, because of an inadequate pool of first level interview candidates or finalists, there will be no additional charge for services. If the full search and selection


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process does not result in the hire and commencement of employment of a Superintendent/President, the District, at the Board’s election, may either work with the consultants to consider other candidates within the finalist pool or conduct a new search. Should this occur, there will be no additional charge for services. However, if a new search is conducted, the District and PPL will come to an agreement regarding an increase in the maximum level of reimbursement for travel expenses, on a proportional basis, in keeping with the part of the selection process that must be renewed.

In the event the successful candidate leaves in less than 12-months from the commencement of employment, consideration of circumstances will determine the extent of an additional charge for renewed services.

• Should the president be terminated for cause, or resigns in lieu of being terminatedfor cause, having utilized an evaluation process in keeping with District policy andprocedure, the consultants will, at the Board’s election, either work with the Boardto consider another individual within the pool of finalist candidates or conduct anew search for a president at a renegotiated cost. However, if it can be shownthat the consultants were negligent in the provision of services, and suchnegligence was a factor in leading to the appointment of a president whoseperformance is formally deemed unsatisfactory by the Board, the consultants willfacilitate a new search and selection process for a president at no cost to theDistrict, excluding out-of-pocket costs for expenses.

• Should the Superintendent/President selected by the District voluntarily resign, theConsultant will not be obligated to perform additional search services for theDistrict.

NARRATIVE of PPL’s APPROACH

The College’s Superintendent/President search website will facilitate each prospective applicant in conducting a thorough review of this professional opportunity and assessing whether it is a good match for him or her. Confidential inquiries with the consultants are scheduled to vet and discuss with potential candidates the opportunity and to assist them in determining the fit for the position.

An aggressive advertising strategy is planned and executed based on HR’s experience and expertise, the media available, and budgeted resources. Consultants assist the District in identifying nationwide, state, and other appropriate publications for placing advertisements for the position. A wide variety of journals and other media, particularly those focused on the recruitment of underrepresented professionals, assure that a diverse pool of prospective applicants is reached. PPL consultants are actively involved


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with statewide and national organizations where the promotion of PPL search positions is brought to the attention of members and participants at various conferences (now virtual) and through Webinars.

PPL uses its networking to actively seek out prospective applicants its Consultants believe would be a good match for the position. PPL contacts individuals who are currently looking to advance themselves professionally. Additionally, PPL approaches those who are prepared for the next career move, seemingly a good match for the position, but they are not necessarily looking to move from their current positions. PPL’s recent CEO searches have yielded the following data:

• 35-50 applicants who meet MQs• 40-60% candidates from underrepresented groups• 25-40% women• 25-30% from out-of-state

As part of the vetting and assessing process of candidates, PPL Consultants conduct extensive reference checks on candidates. The quality of PPL's performance in conducting background checks earns respect and gratitude from our clients. The only individuals assigned to do PPL background checks are PPL consultants, all of whom are experienced California community college executive leaders. This work is never outsourced. This is a responsibility that PPL takes very seriously. PPL Consultants understand well the California community colleges and are familiar with many of the people who work in them. PPL consultants are able to use their knowledge, experience, and network to complete in-depth background check calls and follow-up, as necessary. PPL Consultants also know the reference check information will be kept confidential among the PPL Consultants assigned to the search. PPL Inc. will provide brief candidate profiles and in-depth media and internet reports, for up to twelve (12) candidates per search considered for first-level interviews.

Following the selection of up to five (5) finalists per search to be forwarded to the Board of Trustees, in-depth background check calls are conducted, and summary reports of the finalists are prepared. Typical background check calls are very thorough and often take well over 30 minutes to complete. Calls are made to anyone who can attest to the candidate's leadership qualities and experience. It is common for over 15 calls to be completed and be representative of a broad array of constituent groups (e.g., board of trustee members, supervisors, faculty, support staff, direct reports, peer administrators, and community members). Background check summaries are provided to the Board of Trustees as they deliberate and finalize an offer and appointment from among the finalists.


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PPL is experienced in managing and processing applications whether from a District’s online system or other confidential e-mail processes. PPL Consultants have established a confidential application submission process when an on-line application process is unavailable to the District. Consultants work with HR staff, as requested, to review the applicant pool for meeting minimum qualifications (MQS). When EEO data are provided by the applicant through the application process, demographic information will be aggregated and statistically analyzed for a composite review of the applicant pool.

¨ Arranging and Managing Interviews-- Facilitate candidate discussions at Board

and Search Committee Meetings (Scope of Work #6). Prepare the Board and Search Committee for interviews and campus visits, including interviewing procedures, screening criteria, and Search Committee screening forms (Scope of Work #7). Assists in the preparation for campus visits and collection of post-visit surveys to solicit campus feedback (Scope of Work #8).

If the current circumstances with virtual meetings and social distancing remain during the Superintendent/President Search process, virtual meetings, via Zoom or Microsoft Teams, can be facilitated by PPL consultants in coordination with the District’s IT Department. PPL Partners and Senior Associates have become well versed on delivering services during the pandemic. PPL partners have been asked to deliver a webinar in collaboration with COMM 25, an educational marketing company, to discuss delivering CEO searches virtually in the time of the pandemic.

Using the formal position announcement as a guide, PPL consultants confer with the Search Committee in developing meaningful evaluation criteria that lead to positive search processes and outcomes. To support that process, consultants work with the Search Committee early on, again using the position announcement, to come to a consensus on qualifications and characteristics of ideal candidates that would be interviewed and, ultimately, recommended as finalists to the Board.

PPL consultants use their experience and resource materials to assist the Committee and, subsequently, the Board of Trustees to create selection procedures and tools carefully designed around criteria identified in the announcement. Prior to the Committee members' access to the applicant files for screening, potential interview questions are discussed, and a final list of questions is developed based on the established qualifications, characteristics, and criteria. Further, the consultants work with the Committee to consider the length of time for each interview, the number of questions that are appropriate for the duration of interview time, and procedures for the interview day activities (e.g., writing sample, presentation).

The Consultants assist with appropriate paper screening procedures, interview day activities, and other selection activities. Background checking procedures and the tools


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designed for all those processes will be customized to meet the District's needs but in such a way that each segment is referenced carefully to the qualifications, experience, and qualities the College/District seeks.

PPL consultants consistently remind the Committee and District leadership about the criteria that were identified for making such evaluations. Consultants also assure, along with the District's EEO representative, that the Committee’s considerations are focused around those criteria. Unnecessary or irrelevant criteria, should they surface, are identified as such so that the search and selection processes remain fair and objective. At the same time, PPL is careful to respect and support the role of the Search Committee members as decision-makers. Once members of the Search Committee conclude deliberating, the Committee recommends candidates for the final interview to the Board of Trustees. PPL Consultants suggest the Search Committee submit finalists in unranked order to the Board for final interviews.

If desired, depending on the need for social distancing, consultants also work with HR to consider a first-level interview site, which is most often conducted off-campus, to protect the confidentiality of those being interviewed at the first level. However, virtual first level interviews have been recently conducted with several searches in which PPL Consultants have been involved. PPL consultants have been involved in virtual searches and meetings in the last year and will work with District HR to ensure confidentiality and adherence to district policies and procedures to protect the process. Consultants also assist HR staff, as needed, in planning communication with the candidates invited for an interview. Again, Committee members are consistently reminded of the confidential nature of the search and the criteria for completing their paperwork for those candidates they wish to consider further.

Consultants facilitate the interviews by accompanying candidates to and from the interview room, sitting through the interviews, and talking with candidates about the post-interview process (in-person or virtually). Once the Search Committee concludes interviewing and deliberating, recommended candidates for final interviews will be forwarded to the Board of Trustees (PPL recommends finalists be forwarded unranked). As requested, and viewed as necessary, consultants will offer suggestions to the Committee regarding its ability to reach a consensus on the evaluation of candidates.

PPL consultants, working with HR staff, will coordinate candidate forums in a manner that provides appropriate scheduling of times and announcements for the community to be involved. Recently, given the circumstances of social distancing, virtual forums have been instituted. Whether virtual or in-person, PPL consultants work with the Human Resources personnel to screen forum questions for appropriateness, meeting EEO guidelines, and reviewing similar questions to ensure non-duplication of those asked of the candidates. PPL consultants, working with district IT departments, have been at the forefront of


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facilitating virtual forums. With IT staff, online input/survey forms for each final candidate are developed and later, provided to Consultants for synthesizing/analysis and discuss the results with the Board in an appropriate format for consideration of final candidates. The quality of PPL's performance in conducting background checks earns respect and gratitude from our clients. The only individuals assigned to do PPL background checks are PPL consultants, all of whom are experienced California community college executive leaders. This work is never outsourced. This is a responsibility that PPL takes very seriously. PPL consultants understand well the California community colleges and are familiar with many of the people who work in them. PPL consultants are able to use their knowledge, experience, and network to complete in-depth background check calls and follow-up, as necessary. PPL Inc. will provide brief candidate profiles and in-depth media and internet reports, for up to twelve (12) candidates per search considered for first-level interviews.

Following the selection of up to five (5) finalists per search to be forwarded to the Board of Trustees, in-depth background check calls are conducted, and summary reports of the finalists are prepared. Typical background check calls are very thorough and often take well over 30 minutes to complete. Calls are made to anyone who can attest to the candidate's leadership qualities and experience. It is common for over 15 calls to be completed and be representative of a broad array of constituent groups (e.g., board of trustee members, supervisors, faculty, support staff, direct reports, peer administrators, and community members).

Background check summaries are provided to the Board of Trustees as it considers an appointment from among the identified finalists interviewed.

Consultants compose letters and/or e-mails to be sent by the HR Office to candidates who are not moved forward for either initial interviews with the Search Committee or final interviews the Board of Trustees. Finalists who are not selected to move forward with a Board appointment, are contacted by phone as well as sent a letter of appreciation for their candidacy. 2. PPL’s Background and Industry Expertise

¨ PPL’s experience in recruiting higher education candidates, AND

¨ Past Performance -- Past recruitments for higher education - Provide active recruitment of candidates to supplement and diversify the applicant pool in support of the District’s equity goals (Scope of Work #5).


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PPL’s sole focus is advancing the interests of the El Camino Community College District in the search and selection processes that are aggressive, fully open, and fair. Extensive recruitment is designed to cast the net as broadly as possible but, more importantly, to focus on those communication channels that are likely to generate an applicant pool that is rich in experience, and skills that meet the College and District’s needs, and diversity and inclusion in all aspects of the term. The pursuit and delivery of diverse pools is reflected in pools of finalist candidates forwarded to the Board of Trustees in recent searches.

PPL uses its networking, in both California and nationally, to actively seek out prospective applicants its consultants believe would make suitable candidates for the position. PPL contacts individuals who are currently looking to advance themselves professionally. Additionally, PPL approaches those who are prepared for the next career move, seemingly a good match for the position, but they are not necessarily looking to move from their current positions.

Diversity and inclusion are consistently emphasized. Implicit bias and the importance of inclusion are frequently addressed throughout the search and selection process, but particularly so in the recruiting and advertising phase of the process. PPL co-owners also maintain awareness of initiatives focused on enhancing the diversity of applicant pools for positions in the community colleges and participate in those initiatives, particularly in the recruitment and advertising, as appropriate. For example, in the past PPL President/Co-Owner Benjamin Duran and PPL Vice President/Co-Owner Robert Griffin, were invited by the California Community Colleges System Office to participate in an initial meeting regarding Equal Employment Opportunity and Faculty Diversity. Subsequently, Dr. Duran served on a related CCC System Office Webinar panel. Dr. Duran is a member of COLEGAS, the newly established community college organization dedicated networking of Latino/a professionals. As Executive Director of the Central Valley Higher Education, he is also being consulted by the Governor’s Postsecondary Council Higher Education Taskforce for Recovery with Equity. In his capacity he is leading virtual conversations around equity and racial and social justice with Central Valley college and university CEOs.

As mentioned previously in the section above, in the STATEMENT OF QUALIFICATIONS, PPL is one of the preeminent community college search companies in California, many such districts have used PPL Inc. services. Below is a brief list of completed searches conducted since 2017. In 2019 and 2020 alone, PPL Inc. successfully completed ten (10) chancellor, superintendent/president, and president searches. It should be noted that many districts have used the company multiple times over the years. We are proud of the repeat business the company enjoys due to its consistent, high quality service.


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• Cerro Coso College – Kern Community College District – Sean Hancock (’20)• Irvine Valley College – South Orange County Community College District – John

Hernandez (’20)• Los Angeles Valley College – Los Angeles Community College District – Barry

Gribbons (’19)• Rancho Santiago Community College District – Marvin Martinez (’19)• Modesto Junior College – Yosemite Community College District – James Houpis

(’19)• Porterville College – Kern Community College District – Claudia Lourido Habib

(’19)• San Joaquin Community College District – Omid Pourzanjani (’19)• Copper Mountain Community College District – Daren Otten (’19)• Pasadena Area Community College District - Erika Endrijonas (’19)• Victor Valley Community College District – Daniel Walden (’19), Roger Wagner

(’14), Patricia Spencer (’03)• Los Angeles Southwest College -- Los Angeles Community College District –

Seher Awan (’18)• Columbia College – Yosemite Community College District – Santanu

Bandyopadhyay (’18)• Contra Costa College – Contra Costa Community College District – Katrina

VanderWoude (’18)• San Luis Obispo County Community College District – Jill Stearns (’18)• Diablo Valley College – Contra Costa Community College District – Susan Lamb

(’18)• Cabrillo Community College District – Matt Wetstein (’18)• Siskiyou Joint Community College District – Steven Schoonmaker (’17), Randy

Lawrence (’08), David Pelham (’02)• Ventura County Community College District – Greg Gillespie (’17)

¨ Extent to which PPL’s background and experience support the District’s goals and outcomes regarding this Executive Recruitment

PPL Partners and Senior Associates are experienced California community college executives who have decades of collective experience in serving community colleges and their Boards. The partners and Senior Associates include former Superintendent/Presidents and Vice Presidents. Additionally, one of the Senior Associates is a community college board member and one of the Partners is a K12 board member which provides another dimension to the firm. When PPL is selected as the search firm, El Camino CCD can be assured that besides the two consultants assigned


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to the search, the District can be assured that the entire firm will join in assisting with the search.

PPL’s background and experience provide the expertise to address the processes and goals itemized in Administrative Procedure 2431. Board goals and outcomes related to the search align well with the PPL approach. Of particular importance is the assurance of providing a broad and diverse pool as stated in AP 2431 as follows:

The Board expects a broad and inclusive search. The search firm shall advertise the job announcement nationally utilizing a wide array of venues that will promote and generate a qualified and diverse pool of applicants. If the applicant pool is not broadly inclusive, the search may be extended, and more applications sought.

Recent pools for executive searches undertaken by PPL have resulted in pools of 35 to 50 candidates who meet minimum qualifications. PPL pursues and ensures pools rich in ethnic and gender diversity with candidates from throughout the United States.

¨ Geographic reach of PPL

PPL consultants and District HR representatives conduct initial outreach to prospective applicants within and outside of California. This outreach is accomplished through standard statewide practices, using the California Community College System Registry and distribution list serves for key executive positions in the 116 colleges and 72 districts. (e.g., CEOs, Board Presidents, Chief Instructional Officers, Chief Student Services Officers, Chief Business Officers, Chief Human Resource Officers, etc.).

PPL conducts an extensive national recruitment campaign, and PPL consultants maintain a network of contacts in a database that enhances the recruitment process. The list of contacts contains individuals in executive positions at community colleges nationally, in several neighboring states as well as in colleges in all parts of the country. Many have distinguished themselves by being recognized for honors by the American Association of Community Colleges and The Aspen Institute. Individuals in the PPL database are contacted, as are leaders of professional associations and program coordinators of university higher education leadership programs.

Often, over 900 contacts throughout the nation and internationally are made with potential applicants through PPL’s database and ConstantContact e-mail blasts, with additional personal phone calls made to individuals in the recruitment process. Recent recruitments for chancellor, superintendent/president and president positions resulted in pools of approximately 25 to 45 candidates who met Minimum Qualifications (MQs).


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To keep the base of contacts fresh and relevant to current search services, PPL co-owners and associate consultants maintain a relationship with executive-level leaders in the California community colleges, as has been already mentioned previously, and nationally through our consultants’ memberships and involvement.

¨ PPL’s collaboration and discretion during a search process – Provide guidance in establishing appropriate internal and external communication (Scope of work #3).

By carefully implementing the Board's established search process (AP 2431), PPL guides the Search Committee’s work. The consultants further discuss any relevant Brown Act implications and applicable laws with the Committee (and with the Board of Trustees) and ensure compliance within the context of the work to be completed. Confidentiality is a focus, in the beginning and throughout the process. Any breach of confidentiality jeopardizes the completion of a successful search and leaves a negative impression in the community and with potential candidates.

Every individual involved in the process, is asked to complete and submit a confidentiality statement. Even with the statement signed and submitted, confidentiality is emphasized by the Consultants for the protection of the District, the search process and the applicants. The Board of Trustees and individuals involved in the search process, particularly the Search Committee members, are reminded that a breach in confidentiality can result in a reconstitution of the search process and potential legal action on the part of a candidate or others. In addition, applicants for the position may reconsider their candidacy and the College and District may lose qualified applicants in the process.

¨ References -- Three (3) references that the District can contact for which PPL placed successful candidates. The references are from higher education institutions of similar size and structure as the El Camino Community College District.

#1 Scope of Work: Superintendent/President Search Services – Completed 2019 with the appointment of Dr. Omid Poursanjani

Contact: Trustee Janet Rivera Address: San Joaquin Delta Community College District

5151 Pacific Ave. Stockton, CA 95207

E-mail: [email protected]: (209) 401-9903


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#2 Scope of Work: Superintendent/President Executive Search Services – Completed in 2019 with the appointment of Dr. Erika Endrijonas

Contact: Trustee Linda Wah Address: Pasadena Area Community College District

1570 E. Colorado Blvd. Pasadena, CA 91103

E-mail: [email protected]: Personal Cell: (626) 407-6130

#3 Scope of Work: Chancellor Executive Search Services—Completed in 2017 with the appointment of Dr. Greg Gillespie

Contact: Trustee Bernardo Perez Address: Ventura County Community College District

761 Daily Dr. Camarillo, CA 93010

E-mail: [email protected]: (805) 208-3570**Please contact Patti Blair, Administrative Assistant to the Chancellor, whowill ensure Mr. Perez returns the call. Her contacts are (805) 652-5502-Officeor (805) 312-0054

#4 Scope of Work: Campus President Executive Search Services—Completed two searches with the appointment of Dr. Barry Gribbons –

Los Angeles Valley College in 2019 and Dr. Sehar Awan – Los Angeles Southwest College in 2018

Contact: Chancellor Francisco C. Rodriquez Address: Los Angeles Community College District

770 Wilshire Boulevard Los Angeles, CA 900017

E-mail: [email protected]: (213) 891-2201


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3. PPL’s Organization and Staffing

¨ PPL’s organization and staffing to support the District’s goals and outcomes –Assist with final selection, contract negotiations, and communications between the Board and the finalist to ensure clear expectations (Scope of Work #11).

The primary line of work of the company is conducting executive searches for California community colleges in addition to placing interim administrators and consultants in districts with those needs. PPL Inc., which employs six (6) co-owners/consultants and three (3) senior associate consultants, has an extensive record of helping districts find qualified and experienced leaders from diverse backgrounds. Once assigned to a search, consultants are available as needed by the District and/or College.

Although Drs. Duran and Sugimoto are assigned as the primary leads for the El Camino search, the entire PPL team of consultants are made aware of the search and are enlisted to support the work of the lead consultants. A two-consultant team is assigned to ensure that if for whatever reason one of the consultants is unavailable the other will be. In addition, if for any unforeseen reason one of the lead consultants is unable to continue with the search, another PPL partner will seamlessly assume the responsibilities to continue the search process.

¨ Organization chart and project team

BENJAMIN T. DURAN, ED.D. PRESIDENT

GUY F. LEASE, ED.D. EXECUTIVE VICE PRESIDENT

AND CHIEF FINANCIAL OFFICER

Sherrie Guerrero, Ed.D. Senior Associate

ROBERT E. GRIFFIN, ED.D. VICE PRESIDENT

JIM RIGGS, ED.D. VICE PRESIDENT

LISA A. SUGIMOTO, ED.D. VICE PRESIDENT

DEAN C. COLLI, ED.D. VICE PRESIDENT

Pam Walker, Ed.D. Senior Associate

Jeanie Nishime, Ed.D. Senior Associate


19 | P a g e

¨ Number of executive searches PPL is conducting at the same time as the District’s search

PPL is not currently involved in conducting any executive searches. As requests for proposals/qualifications arise, the partners will assess the opportunity and the vice presidents/partners and senior associates available to provide the services requested.

4. Projected Timeline for Completion of the Search

¨ Detailed timeline of the search including anticipated date of completion -- Beavailable for general consultation: this includes physical attendance at a minimum of three (3) Board meetings and physical presence during first level interviews (Scope of Work #10).

TENTATIVE Timeline El Camino Community College District

Superintendent/President Search 2020-2021

FALL SEMESTER 2020

September 14 – October 19 Board Tasks to Hire Executive Search Firm: § Board reviews search firms’ proposals (bids).§ Executive search firm presentations.§ Board approves executive search service contract (regular

meeting of the Board).

October 1 – 16 Board Tasks on Search Committee: § Board requests representatives from constituent groups.§ Board appointment of additional Search Committee

members, if needed.

October 26 – November 30 Executive Search Firm Pre-recruitment and Pre-first Level Interview Tasks: § Finalize timeline.§ Survey Board and campus community to ascertain if

any modifications to the position description areneeded.

§ Collegially consult with constituent groups for approvalof revised position description.


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October 26 – November 30 Executive Search Firm Pre-recruitment and Pre-first Level (Continued) Interview Tasks:

§ Secure Board approval of the position description,remuneration/total compensation and budget forposition.

§ Develop job announcement according to the Board-approved position description.

§ Once the Search Committee is constituted, schedulemeetings with the Committee.

§ Orientation for Search Committee and schedule futuremeetings.¨ Cultural competency and implicit bias

training/discussion (facilitated discussions and reviews of sample resumes, applications and cover letters).

¨ Confidentiality discussions and implications (confidentiality form sent electronically, reviewed and signed by search committee members).

§ Second meeting with Search Committee.¨ Begin discussions about position criteria-based

applicant screening (sample screening forms).¨ Begin discussions about interview questions based

on position description (sample interview questions).

FALL SEMESTER 2020/WINTER INTERSESSION 2021/SPRING SEMESTER 2021

December 1 – February 23 Executive Search Firm Recruitment and Meeting Tasks: § Advertise position and recruit applicants (nationally

and for diversity).¨ Initial first review deadline for applications

February 23. § Screen applicants for position Minimum Qualifications

(MQs).§ Third meeting with Search Committee prior to release

of applicant files for screening (prior to releasingapplicant files to Search Committee).¨ Finalize position criteria-based screening form.¨ Finalize first level interview questions


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SPRING SEMESTER 2021

March 1 – April 12 Executive Search Firm and Search Committee Tasks: § Evaluate screened applicant documents based on

position description (criteria-based screening).§ Select candidates to be invited for first level

interviews.§ Candidates invited for first level interviews.§ Conduct first of interviews (in-person if possible or

virtually).§ Deliberate and identify finalists to recommend

forward.

April 13 – May 18 Executive Search Firm Post-interview tasks: § Reference checks of first-level recommended finalists.§ Arrange on-campus or virtual logistics for finalist

forums.§ Collect forum input on finalist candidates and prepare

summary report.

May 19 – June 2 Board Tasks and Decision: § Finalist interviews with the Board.§ Board discussion regarding finalist candidates; Board

provided in-depthReference check summaries by consultants.

§ Verbal offer extended to finalist.§ Pending/contingent offer and contract drafted

(consultant assistance available if requested).§ Background checks initiated.§ Appointment of Superintendent/President item on

June Board Agenda.

July 1, 2021 District and College Tasks: § New Superintendent/President projected start date

(negotiable).§ Planning for welcome of new

Superintendent/President by Board of Trustees,campus community, and community/districtrepresentatives.


22 | P a g e

5. Price Proposal

• Search and Selection Services $32,500**

• Travel Reimbursement Limit (Not to Exceed) $ 3,000* *If all meetings are virtual, no travel expenseswill be incurred

TOTAL: $35,500

PPL will conduct the entire scope of search services for a total amount that includes all professional services of the consultants and all necessary campus visits as stated above.

Fees for each phase of the search activities described in the proposal are as follows:

**If the College’s online application process is utilized to collect applications and documents, the fee is reduced to $6,000.

As needed, given social distancing, consultant travel expense reimbursements by the District include mileage and appropriate meals. Should some search activities be held on several consecutive days (e.g., Committee interviews, Board interviews), lodging may also be necessary. Travel expense reimbursements will not exceed $3,000 (*If all meetings are virtual, no travel expenses will be incurred).

Description Fee

Development of Candidate/College Profiles Customization/Initial Organization/Brochures and Web Design/Committee Work

$5,000

Development of Search Websites/Advertising and Recruitment/Receive and Process Applications/Screening for MQs

$8,500**

First Level Interview Selection Planning Processes/Evaluation Tools/Interview Questions Development/ Screening/Media

Checks/First Level Interviews/Recommending Finalists

$6,000

In-Depth Reference Checking/Summary Reports: Finalists $8,000

Finalist Level Candidate Consideration: Interviews, Evaluation Tools, Selection, Forums, Mutual Expectations

$5,000


23 | P a g e

§ If needed, PPL mileage reimbursement is in keeping with the IRS businessmileage rate allowable for claims as a business tax deduction, which is currently$.575 per mile.

§ PPL's billing practices have varied over the years, and the firm is flexible in thisregard. However, the preference is to invoice the District on a monthly basis overthe period of service. For example, if services were to be provided for a six-monthperiod and the total contracted price for services was $32,500, PPL would invoicethe District $5,000 at the end of each month and the final $2,500 at the end of theprocess.

§ Districts are typically requiring extended background checks to include aDepartment of Justice Review, which the District conducts through Live Scan, andconsumer credit checks. If a credit check service is desired, PPL will recommendan appropriate private investigation firm, which will charge an additional fee.

For each search, any PPL Inc. co-owner/consultant may be assigned as the lead consultant, along with other co-owners or associate consultants as a team prepared to provide the services described in this proposal. The rates for services are included in the total fees listed above.


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APPENDICES and ADDENDUMS


25 | P a g e

d. Resumes of Proposed Project Team

Benjamin T. Duran

2524 E. Yosemite Ave. Merced, CA 95340

Phone: (209) 383-5572 Cell: (209) 761-0534

Email: [email protected]

EDUCATION Ed.D. University of Southern California, 1991

Major: Policy Planning and Administration Minor: Curriculum Design

M.A. Chapman College, 1981 Major: Educational Systems Management

B.A. California State University, Stanislaus, 1971 Major: Spanish Minor: History

A.A. Merced College, 1969 Major: General Education

CREDENTIALS

California Standard Secondary Credential California Administrative Services Credential

EMPLOYMENT HISTORY

June 2012 to Present President and Partner, PPL Inc. Executive Search Services Firm

May 2015 to Present Executive Director, Central Valley Higher Education Consortium

October 2012 to May 2015 President, Great Valley Center, Modesto California

January 1998 to June 2012 Superintendent/President, Merced Community College District

1991 to 1997 Assistant Superintendent/Vice President for District, Administrative Services, Merced Community College District


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1983 to 1991 Superintendent, Le Grand Union High School

1981 to 1983 Assistant Director, Migrant Education, Region III Office of the Merced County Superintendent of Schools

1976 to 1980 Vice Principal, Le Grand Union High School

HIGHER EDUCATION TEACHING EXPERIENCE

2010 to Present CSU, Stanislaus, EDEL 9070, Foundations of the Modern Community College

2003 CSU, Stanislaus, EDAD 5002-001, Human Resources in Community Colleges

1997 CSU, Stanislaus, EDAD 5820: Educational Leadership and Personnel Management

RELATED PROFESSIONAL EXPERIENCE Collaborator – Governor’s Higher Education Council – Task Force on Recovery with Equity 2020 Member of Fresno K16 Collaborative Advisory Council 2020 Lumina Learning Lab Higher Education Presenter Chair, Community College League of California 2010 Commission on the Future Member of California Community Colleges Chancellor’s Office Student Success Task Force President, California Community Colleges Chief Executive Officers Board of Directors President, California Community Colleges Economic and Workforce Development Program Advisory Committee Member, Hewlett/Irvine Foundation Task Force on Basic Skills Development Member, Community College League of California Board of Directors Member, Community College League Commission on the Future Served as staff developer for the California School Leadership Academy Completed three-year cycle of the California School Leadership Academy Administrative

Training Program designed to train practicing administrators in organizational and instructional leadership

Attended the Summer Institute on Curriculum Innovations and the Change Process, University of Southern California

Presenter at various ACCT, CCCT, CCLC conventions and conferences Keynote address California State Hispanic Chamber of Commerce Conference,

August 26, 2005, Oakland, California Keynote address Hispanic Youth Leadership Through Education Conference sponsored by the Hispanic Economic Development Agency of Fresno County, Inc., March 13,

2004, Fresno, California Keynote address University of California High School Transfer Conference, May 25, 2001,

Fresno, California Facilitator, numerous education focus workshops at various youth leadership conferences Instrumental in the conceptualization and formation of C.A.R.E. for Merced County Kids,

a local coalition of advocates for quality educational programs


27 | P a g e

PROFESSIONAL ASSOCIATIONS Member, University of California, Merced, Foundation Board of Directors Member, California State University, Stanislaus, Ed. D. Community Advisory Board Chair, California State University, Stanislaus, Center for Public Policy Studies

Board of Directors Member, California State University, Stanislaus, Advisory Council for the School of Arts,

Letters and Sciences Member, California State University, Stanislaus, National Hispanic Scholarship Foundation

Board of Directors Member, California Association of Latino Superintendents Director, California Dollars for Scholars President, Central Valley Higher Education Consortium (CVHEC) Member, Higher Education Consortium of Central California (HECCC) Member, California Action Team for Vocational Education Member, Regional Action Team for Vocational Education Member, California Association for Compensatory Education Member, California Hispanic Superintendents Caucus Member, National Association of Secondary School Principals Member, Phi Delta Kappa Member, American Personnel and Guidance Association Member, Association of Community College Administrators Member, Association of California School Administrators Member, Association for Supervision and Curriculum Development

VOLUNTEER CIVIC, STATE, NATIONAL AND COMMUNITY INVOLVEMENT Co-Chair, Greater Merced High Speed Rail Committee Member, Congressional Hispanic Caucus Institute, Washington, D.C. Director, California Council for the Humanities Member, San Joaquin Valley Partnership Director, Merced County Regional Arts Council Director, Castle Challenger Learning Center Foundation Director, Central Valley Arts Center / Gallo Center for the Arts Board Director, Merced County Economic Development Corporation Board Director, Merced County Workforce Investment Board Director, Mercy Medical Center Merced (CHW) Board Director, Merced School Employees Federal Credit Union Board Honorary Director, Greater Merced Chamber of Commerce Board President, Merced County Hispanic Network Member, Merced Rotary Club Member, Merced County Chamber of Commerce Member, University Committee of Merced Member, Merced College Foundation Member, Merced College President’s Circle Member, Merced County at At-Risk Youth Task Force


28 | P a g e

Member, Le Grand Lions Club Member, Court Appointed Special Advocates Member, Merced County Child Advocates Honorary Chairman, Concerned Men Cook for Education, African American Educators

Association

AWARDS 2003 “Man of the Year” award presented by the Greater Merced Chamber of Commerce, Merced, California 2003 “Big Foot” award presented by the Greenlining Institute, San Francisco, California 2001 “Hispanic Man of the Year” Award presented by the Merced Hispanic Chamber of Commerce, Merced, California


29 | P a g e

LISA ANN SUGIMOTO 428 Longfellow Avenue

Hermosa Beach, California 90254 Office/Mobile: 562.972.8983

e-mail: [email protected]

EDUCATION

Doctor of Education, Educational Leadership Program, University of California, Los Angeles. June 2000.

Master of Business Administration, University of Southern California. December 1987. Master of Science in Education, major in Counselor Education, Vocational Rehabilitation

Specialization, University of Southern California. June 1977. Bachelor of Arts, major in Sociology, University of California, San Diego. June 1975.

PROFESSIONAL EXPERIENCE

Vice President/Co-owner (2017-Present)/Senior Associate (2012-2017) Professional Personnel Leasing, Inc. (PPL, Inc.), Hermosa Beach, California § Participate in executive searches for full-time permanent and interim positions for community

college leadership positions.§ Participate in opportunities, such as conferences and presentations, to further enhance the

potential candidate pool for positions.§ Develop proposals that address the executive search needs of colleges and districts.§ Assist in identifying prospective placement opportunities and candidates for permanent,

temporary and interim community college administrative positions.§ Support for consulting in educational and facility master planning, assisting colleges with

accreditation issues.§ Identify clients and focus marketing to community college districts across California.§ Co-consulting in executive searches.

Executive Director, Foundation (Interim - Consultant) (November 2011-August 2012) Mt. San Antonio Community College District, Walnut, California § Assumed the responsibilities as Director of the Foundation following the resignation of the

permanent director.§ Collaborated with the Astronomy Department to coordinate the Keppler Scholarship

Fundraising dinner.§ Collaborated to support the Annual Golf Tournament netting over $90,000 in profit for the

Foundation and the Athletic Department.§ Successfully wrote a Southern California Edison pilot grant for elementary school student

transportation in an effort to introduce children to astronomy through the Collegeobservatory.

Vice President of College Advancement (July 2010-June 2011) Pasadena Area Community College District, Pasadena, California § Provided leadership and development of the Foundation‘s strategic plan and ensures

alignment of the strategic plan with the college’s Educational Master Plan and Vision.§ Established clear goals and outcomes measures for Foundation fundraising and activities.§ Directed and implemented an action plan for the Pasadena City College Foundation to

procure private, community, and corporate funding in support of the mission of the college.


30 | P a g e

PROFESSIONAL EXPERIENCE (Continued

§ Provided leadership in developing an integrated approach to advancement focused oncreating a culture of giving (i.e., current college community including students, faculty, andmanagers).

§ Provided leadership and support to the Pasadena City College Foundation and its Board inthe procurement of private, community, and corporate funding in support of the mission andgoals of the college.

§ Led the Center for the Arts Campaign to reach $3.5 million goal.§ Completed the Osher Challenge scholarship match at 183% of the fundraising target

($1,791,176 raised with a $979,577 target).

Superintendent-President on an Interim Basis (August 2009-June 2010) Pasadena Area Community College District, Pasadena, California § Led 1,500+ employee and 30,000+ student (FTES) institution through a challenging

presidential transition.§ Initiated the educational master planning process with community, campus town hall

meetings and round table discussions.§ Collegially supported faculty and staff through the initial development of the Ten-Year

Educational Master Plan.§ Brought the college through a decrease in state revenue with a strong ending general fund

balance by increasing Weekly Student Contact Hours and decreasing expenses.§ Opened three new buildings on time and dealt with construction punch lists and clean-ups.§ Coordinated and led the Nisei Diploma Project (AB37 – Furutani (D)) through to

commencement during which time Nisei (second generation Japanese Americans), whoattended PCC when World War II was declared, evacuated and then interned were awardedhonorary degrees during the commencement ceremonies.

§ Represented the College at City and statewide events (e.g., KPCC Public Radio RibbonCutting; Tournament of Roses Queen’s Coronation; State of the City Annual InformationSession).

Vice President/Assistant Superintendent for Student and Learning Services (September 2003-August 2009) Pasadena Area Community College District, Pasadena, California § Led the planning, implementation and evaluation of student services programs and§ Collegially developed the annual college wide area plan which included the planning

processes from units and programs in Student and Learning Services.§ Developed and managed budgets for the area and monitored budgets at the unit and

program level.§ Responsible for administering student discipline and the policy and procedures on Student

Conduct and Academic Honesty.§ Member: Co-chair, Student Learning Outcomes Steering Committee; Chair, Student Equity

Task Force; Chair, Calendar Committee; Computer Advising Committee; Facilities PlanningCommittee; Co-chair and Chair, Campus Center Project Committee (Measure P Bondconstruction); Resource Allocation Committee; Strategic Planning Goals Subcommittee;Technology Planning Committee.

§ Chief Negotiator (2005-present) for the District with the Instructional Support Services Unit(ISSU) bargaining representatives.

§ Member (2003-present), negotiating team for the District with the California TeachersAssociation (CTA).


31 | P a g e

PROFESSIONAL EXPERIENCE (Continued)

Dean, Counseling/Student Development and Student Support Services (July 1989-September 2003) Long Beach Community College District, Long Beach, California § Provided leadership in the assessment and evaluation of and, planning and resource

allocation for student services departments and programs.§ Conducted program reviews, developed plans, and implemented appropriate programs to

meet the current and evolving needs of students.§ Co-chaired the Accreditation Self-Study, 1996 accreditation team visit.§ Automated (computerized) student services' functions and operations.§ Successfully co-wrote and submitted: 1) Title V (Hispanic Serving Institutions grant) to

address student services interventions for Latino students ($2.25 million five-year award), 2)Title III grant to provide student services interventions for "at risk" students ($1.75 millionfive-year award), 3) two Trio Upward Bound grants to promote higher education for “at risk”high school students ($1.76 million four-year award), and 4) Trio Student Support Servicesgrant to enhance support services for low-income, first-generation college students($740,000 four-year award).

§ Member: Committee on Curriculum and Instruction; Strategic Planning Advisory Committee;Accreditation Steering Committee; Student Development Planning Council; Budget AdvisoryCommittee; Co-Chair, College Research Advisory and Planning Committee; TechnologyPlanning Committee; Hiring Priorities Committee; Basic Skills Task Force.

§ Chief Negotiator (1996-97) for the District with the faculty union.

Coordinator, Transfer Center Programs/Articulation Officer (1985-1989)Cerritos Community College District, Norwalk, California § Successfully co-wrote California Community College transfer center funding proposal.§ Developed and managed the transfer center and Project ASSIST (Automated System to

Stimulate Inter-institutional Student Transfer) yearly budgets.§ Prepared required annual and semiannual Chancellor's Office compliance reports.§ Member: Curriculum Technical Review Subcommittee; Matriculation Committee; Catalog

Subcommittee.§ Club Advisor to the International Students Association.

Articulation Officer/Counselor (1984-1985) Cerritos Community College District, Norwalk, California

Counselor Specialist, Career Planning and Placement (1981-1984) and Counselor (1977-1981)

Pasadena Area Community College District, Pasadena, California

Lecturer (Co-Instructor)/Alumni Fellow University of California, Los Angeles, Los Angeles, California

Research Practicum (ED 499A, B and C), 2010-Present. Leadership Capacity Building (ED 450), 2005-2014

Adjunct Professor (1979-1984) Pasadena Area Community College District, Pasadena, California

Finite Business Mathematics (Business 14A) Accounting/Bookkeeping (Accounting 101)


32 | P a g e

STATE/REGIONAL PROFESSIONAL EXPERIENCE and APPOINTMENTS

Board Member, Armory Center for the Arts, January 2017-Present. Board Member, UCLA Educational Leadership Program Alumni Community Board, June

2016-Present. Foundation Board Member, Arcadia Methodist Hospital, June 2013-2017. Board Member (Retiree Representative), Association of California Community College

Administrators Association, 2014-2016. Education Advisory Council (Scholar Board Member), “Go For Broke” National Education

Center, 2014-2016.

Past President and Representative on Consultation Council, Association of California Community College Administrators (ACCCA). 2006-2007.

Accreditation Visiting Team, Mission College (West Valley-Mission District). March 17-20, 2008; Mt. San Jacinto College. October 17-20, 2005; Ventura College. April 1-3, 2003 (Follow-up Visit) and April 15-18, 2002; College of San Mateo. March 26-29, 2001.

President (2005-2006) and Board Member, Association of California Community College Administrators. 2002-2011.

Second Vice President, Board of Directors, Community College League of California (CCLC). 2005-2006.

Member, Community College League of California (CCLC), Advisory Committee on Education Services (ACES). 2000-2002.

Chair, Association of California Community College Administrators, Management Development Commission (MDC). 1999-2003.

University of California, Los Angeles Educational Leadership Scholarship Committee. Fall 2000 - Spring 2002.

HONORS AND AWARDS

The 50 Fabulous Women of Influence Hall of Fame Inductee. The Pasadena Foothills Magazine, May 2011.

Apple Award Honoree. Altadena Branch of the National Association for the Advancement of Colored People (NAACP), November 14, 2010.

Community Award. Pasadena Branch of the National Association for the Advancement of Colored People (NAACP), September 9, 2010.

2009/2010 Parent Teacher Student Association (PTSA) Golden Oak Award for Distinguished Service. Pasadena City College PTSA, Spring 2010.

University of California, Los Angeles, Educational Leadership Achievement Award. Educational Leadership Program, May 2006.

Mertes Award for Excellence in Community College Research. Association of California Community College Administrators. February 2001.

Outstanding Colleague Award. Long Beach City College. April 1995.


EL CAMINO COMMUNITY COLLEGE DISTRICT

Bid #2020-10. Procurement of Executive Recruitment Services

SECTION 4: BID PRICE PROPOSAL FORM

TO: EL CAMINO COMMUNITY COLLEGE DISTRICT (ECCCD), a California Community College District,

acting by and through its Board of Trustees ("the District"), 16007 Crenshaw Boulevard, Torrance,

California 90506.

FROM: (Name of Company)

(Address)

(City, State, Zip Code)

(Telephone)

(E-Mail Address of Bidder’s Representative(s))

(Name(s) of Bidder's Authorized Representative(s))

BID PACKAGE DESCRIPTION:

1. Bid Proposal.1.1 Bid Proposal Amount. The undersigned Bidder proposes and agrees to perform the

Contract including, without limitation, providing and furnishing any and all of the labor,

materials, tools, equipment and services necessary to perform all obligations under

the Contract Documents and to complete the Work required for the sum and lead time

as shown:

1.2 TOTAL PROPOSED FEE (Not-to-Exceed Limit): $_____________

1.3 ITEMIZED BREAKDOWN (ADD ROWS AND COLUMNS AS NEEDED):

ITEM TOTAL

Professional Fees (Itemize Below):

1.

2.

3.

Costs (Itemize Below):

1.

2.

3.

Miscellaneous Fees (ex. Travel, etc.)

GRAND TOTAL (Must Equal to Item #

1.2 Above)

33 | P a g e


Lisa Sugimoto

PPL, Inc.

Lisa Sugimoto

P.O. Box 17457

Lisa Sugimoto

South Lake Tahoe, California 96151

Lisa Sugimoto

209-761-0534

Lisa Sugimoto

[email protected]

Lisa Sugimoto

Drs. Benjamin Duran and Lisa Sugimoto

Lisa Sugimoto

$35,500

Lisa Sugimoto

**$3,000

Lisa Sugimoto

Position description/Advertising materials/distribution of announcement/Information to prospective candidates/Guidance on establishing internal and external communication

Lisa Sugimoto

Conduct reference checks and provide written summaries.

Lisa Sugimoto

Assistance receiving applications, EEO data, pre-screening applications/communicating with applicants/Recruitment to diversity applicant pool to meet equity goals.

Lisa Sugimoto

Facilitate discussions and prepare for Board and Search Committee meetings (interview procedures, screening criteria, screening forms)/Assist in campus visits and post visit input/surveys

Lisa Sugimoto

Assist with final selection, contract negotiations, and communications between the Board and the finalist to ensure clear expectations.

Lisa Sugimoto

*Physical attendance at a minimum of three (3) Board meetings and presence at first level interviews

Lisa Sugimoto

$5,000

Lisa Sugimoto

$8,500

Lisa Sugimoto

$7,000

Lisa Sugimoto

$8,000

Lisa Sugimoto

$4,000

Lisa Sugimoto

*Physical attendance or virtual presence at first level interviews (Search Committee meetings) and at minimum three (3) Board meetings is understood and included in the total fee.**Given social distancing, Miscellaneous Fees for travel, lodging, meals will not by incurred.

Lisa Sugimoto

$35,500



1.4 Acknowledgment of Bid Addenda. The Bidder confirms that this Bid Proposal incorporates

and is inclusive of, all items or other matters contained in Bid Addenda, if any, issued by

or on behalf of the District.

Addenda Nos. received, acknowledged

(initial) and incorporated into this Bid Proposal.

1.5 Acknowledgement of Project Allowances. The Bidder confirms that the Bid Proposal

Amount incorporates and is inclusive of all Project Allowances required by the District in

the Bid Documents.

1.6 Alternate Bid Items. Not Applicable.

2. Documents Accompanying Bid Proposal. The Bidder has submitted with this Bid Proposal

the following: (c) Statement of Qualifications; (d) Non-Collusion Affidavit; (f) Suspension

and Debarment Certification; The Bidder acknowledges that if this Bid Proposal and the

foregoing documents are not fully in compliance with applicable requirements set forth in

the Call for Bids, the Instructions for Bidders and in each of the foregoing documents, the

Bid Proposal may be rejected as non-responsive.

3. Award Criteria. Based on the evaluation of all received Responsive Bid Proposals, the

District will contact an evaluation of all bids based on the following points scoring system:

EVALUATION MATRIX

1. Sourcing Process

Describe your firm’s approach to understanding District needs, assessing candidates,

arranging and managing interviews.

Include tools and processes your firm uses to search for candidates and the vetting

process for those candidates.

Detail the firm’s understanding of the position requirements and the extent to

which your firm will be able to support the requirements and provide viable

candidates with the requisite work experience, background, and education.

25 Points

2. Firms Background and Industry Expertise

Describe your firm’s experience in recruiting higher education candidates.

Detail the extent to which the Proposer’s background and experience support the

District’s goals and outcomes with regard to this Executive Recruitment

Past Performance -- Include at least 3 past recruitments for higher education

institutions where your firm has placed successful candidates.

Describe geographic reach of Proposer’s firm.

Describe your firm’s collaboration and discretion during a search process.

References -- Include at least 3 references that the District can contact for which

your firm placed successful candidates. The references should be for higher

education institutions of similar size and structure as the El Camino Community

College District.

25 Points

34 | P a g e


Lisa Sugimoto

ADDENDUM #1 for Bid 2020-10



3. Firm’s Organization and Staffing

The extent to which the Proposer’s organization and staffing support the District’s

goals and outcomes

Include an organization chart and with proposed project team who will be

assigned to this Executive Search; include resume of proposed project team

Provide the number of executive searches your firm is conducting at the

same time as the District’s search?

20 Points

4. Projected Timeline for Completion of Search

Provide a detailed timeline of the search including anticipated date of

completion.

20 Points

5. Price Proposal 10 Points

4. If the Bidder submitting this Bid Proposal is awarded the contract after the Intent to Award

Bid Notice is made, the undersigned Bidder will execute and deliver product to the District.

Failure of the Bidder awarded the Contract to strictly comply with the contracts’ Terms and

Conditions may result in the District’s rescinding the contract award. In such event, the

District may, in its sole and exclusive discretion, elect to award the Contract to the

responsible Bidder submitting the next responsive Bid Proposal or to reject all Bid

Proposals.

5. Acknowledgment and Confirmation. The undersigned Bidder acknowledges its receipt,

review and understanding of the RFQ requirements, forms, deadlines, Scope of Work and

other Bid Documents pertaining to the solicitation. The undersigned Bidder certifies that

the Bid Documents are, in its opinion, adequate, feasible and complete for providing,

performing and constructing the Work in a sound and suitable manner for the use specified

and intended by the Bid Documents. The undersigned Bidder certifies that it has, or has

available, all necessary equipment, personnel, materials, facilities and technical and

financial ability to complete the Work for the amount bid herein within the Contract Time

and in accordance with the Bid Documents.

By: (Signature of Bidder’s Authorized Officer

or Representative)

(Typed or Printed Name)

Title:

35 | P a g e


Lisa Sugimoto

Benjamin T. Duran

Lisa Sugimoto

President



SECTION 5: STATEMENT OF BIDDER’S QUALIFICATIONS

1. Bidder Information.

1.1. Contact Information

Mailing Address Street Address

City, State, Zip Code

Physical Location (if different from mailing address)

Street Address

City, State, Zip Code ( )

Telephone/Fax Telephone

Email/Website ( ) Fax

Email

Website (URL)

1.2. Bidder Contacts.

Name

Contact Information Telephone: ( )

Fax ( )

Email

1.3. Bidder Form of Entity.

□ Corporation / State of

Incorporation:

_____________________

□ General Partnership

□ Limited Partnership

□ Limited Liability Company

□ Limited Liability Partnership

□ Joint Venture

□ Sole Proprietorship

[CONTINUED TO NEXT PAGE]

1200 Winnemucca Ave.

Lake Tahoe, California 96150

209 761-0534

NA

[email protected]

PPLPros.com

Benjamin T. Duran

209 761-0534

NA

[email protected]

36 | P a g e


Lisa Sugimoto

P.O. Box 17457South Lake Tahoe, CA 96151

Lisa Sugimoto

California

Lisa Sugimoto

x



2. References.

References – List a minimum of three (3) references

(K-12 school districts, community colleges or Universities preferred)

Company Name Email Address Telephone No. Contact Name

3. Essential Requirements. A Bidder will not be deemed qualified if the answer to any of the following

questions results in a “not qualified” response and the Bid Proposal submitted by such a Bidder will

be rejected for failure of the Bidder to meet minimum qualifications for the Work.

3.1. Bidder has a current commercial general liability insurance policy with coverage limits of at least

$2,000,000 per occurrence and $2,000,000 in the aggregate.

Yes No (Not Qualified)

3.2. Bidder has a current workers’ compensation insurance policy as required by the Labor Code or

is legally self-insured pursuant to Labor Code §3700.

Yes No (Not Qualified)

Bidder is exempt from this requirement, because it has no employees

3.3. The Bidder ineligible or debarred from submitting Bid Proposals

Yes (Not Qualified) No

3.4. A public agency, within the past five (5) years conducted proceedings that resulted in a finding

that the Bidder, or any predecessor to the Bidder, is not a “responsible” Yes (Not Qualified)

No

3.5. During the last five (5) years, the Bidder or any predecessor to the Bidder, or any of the equity

owners of the Bidder has been convicted of a federal or state crime involving fraud, theft, or

any other act of dishonesty?

Yes (Not Qualified) No

3.6. Provide the following for three (3) Executive Recruitment Services Bidder has completed

within the past five (5) years similar in size, scope, and function as El Camino Community

College District:

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Lisa Sugimoto

Pasadena Area CCD [email protected] (626) 407-6130 Trustee Linda Wah

Lisa Sugimoto

Los Angeles CCD [email protected] (213) 891-2201

Lisa Sugimoto

Ventura County CCD

Lisa Sugimoto

*Please contact Patti Blair, Admin. Assistant to the Chancellor, who ensure Trustee Perez returns the call. Her contact numbers are (805) 652-5502-office or (805) 312-0054

Lisa Sugimoto

X

Lisa Sugimoto

X

Lisa Sugimoto

X

Lisa Sugimoto

X

Lisa Sugimoto

X

Lisa Sugimoto

Chancellor Francisco Rodriguez

Lisa Sugimoto

Trustee Janet Rivera

Lisa Sugimoto

[email protected]

Lisa Sugimoto

(805) 208-3570*

Lisa Sugimoto

San Joaquin Delta CCD [email protected] (209) 401-9903

Lisa Sugimoto

Trustee Bernardo Perez



Name of Company/Institution #1

Contact Information

(Name and Email)

Executive Recruitment Position:

Estimated Completion Time


Contact Information

(Name and Email)




Contact Information

(Name and Email)



3.7. In the last five years has any insurance carrier, for any policy of insurance, refused to renew

the insurance policy for your firm?

Yes No

4. Accuracy and Authority. The undersigned is duly authorized to execute this Statement of

Qualifications under penalty of perjury on behalf of the above-identified Bidder. The undersigned

warrants and represents that he/she has personal knowledge of each of the responses to this

Statement of Qualifications and/or that he/she has conducted all necessary and appropriate inquiries

to determine the truth, completeness and accuracy of responses to this Statement of Qualifications.

The undersigned declares and certifies that the responses to this Statement of Qualifications are

complete and accurate; there are no omissions of material fact or information that render any response

to be false or misleading and there are no misstatements of fact in any of the responses. The above-

identified Bidder acknowledges and agrees that if the District determines that any response herein

is false or misleading or contains misstatements of fact so as to be false or misleading, the Bidder’s

Bid Proposal may be rejected by the District for non-responsiveness.

Executed this day of 20 at . (City and State)

I declare under penalty of perjury under California law that the foregoing is true and correct.

By: (Signature of Bidder’s Authorized Officer or Representative)

(Typed or Printed Name)

Title:

Trustee Linda [email protected]

5 to 6 months

Trustee Brandon [email protected]

Superintendent/President

5 to 6 months

San Joaquin Delta Community College District

Trustee Janet [email protected]

Superintendet/President

5 to 6 months

26 September 20 Merced, California

Benjamin T. Duran

President

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Lisa Sugimoto

Victor Valley Community College District

Lisa Sugimoto

Pasadena Area Community College DistrictSuperintendent/President

Lisa Sugimoto

X



SECTION 6: NON-COLLUSION AFFIDAVIT

STATE OF CALIFORNIA

COUNTY OF

I, , being first duly sworn, deposes and says that I am (Typed or Printed Name)

the of , the party submitting (Title) (Bidder Name)

the foregoing Bid Proposal (“the Bidder”). In connection with the foregoing Bid Proposal, the

undersigned declares, states and certifies that:

1. The Bid Proposal is not made in the interest of, or on behalf of, any undisclosed person,

partnership, company, association, organization or corporation.

2. The Bid Proposal is genuine and not collusive or sham.

3. The Bidder has not directly or indirectly induced or solicited any other bidder to put in a false

or sham bid, and has not directly or indirectly colluded, conspired, connived, or agreed with any other

bidder or anyone else to put in sham bid, or to refrain from bidding.

4. The Bidder has not in any manner, directly or indirectly, sought by agreement,

communication, or conference with anyone to fix the bid price, or that of any other bidder, or to fix any

overhead, profit or cost element of the bid price or that of any other bidder, or to secure any advantage

against the public body awarding the contract or of anyone interested in the proposed contract.

5. All statements contained in the Bid Proposal and related documents are true.

6. The bidder has not, directly or indirectly, submitted the bid price or any breakdown thereof,

or the contents thereof, or divulged information or data relative thereto, or paid, and will not pay, any

fee to any person, corporation, partnership, company, association, organization, bid depository, or to

any member or agent thereof to effectuate a collusive or sham bid.

Executed this day of , 20 at . (City, County and State)

I declare under penalty of perjury under the laws of the State of California that the foregoing is true

and correct.

_

Signature (Address)

_

Name Printed or Typed (City, County and State)

( ) (Area Code and Telephone Number)

Merced

26 September 20 Merced, Merced County, California

Merced, Merced County, California

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Lisa Sugimoto

Benjamin T. Duran, Ed. D.

Lisa Sugimoto

209 761-0534

Lisa Sugimoto

2524 E. Yosemite Ave.

Lisa Sugimoto

Benjamin T. Duran

Lisa Sugimoto

President PPL, Inc.



SECTION 7: SUSPENSION AND DEBARMENT CERTIFICATION

9/26/20

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Lisa Sugimoto

Benjamin T. Duran President

Lisa Sugimoto

PPL, Inc.



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T EL CAMINO COMMUNITY COLLEGE DISTRICT€¦ · Proposal Submitted in Response to THE EL CAMINO...

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