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AG 24-037 - DEVELOPMENT COUNSELLORS INTERNATIONAL, LTD.RETURN TO: JULIANNA LABRAKE EXT: 2408 CITY OF FEDERAL WAY LAW DEPARTMENT ROUTING FORM 1. ORIGINATING DEPT./DIV: ECONOMIC DEVELOPMENT 2. ORIGINATING STAFF PERSON: TANJA CARTER EXT: 2412 3. DATE REQ. BY: 02/19/2024 4. TYPE OF DOCUMENT (CHECK ONE): ❑ CONTRACTOR SELECTION DOCUMENT (E.G., RFB, RFP, RFQ) ❑ PUBLIC WORKS CONTRACT ❑ SMALL OR LIMITED PUBLIC WORKS CONTRACT IN PROFESSIONAL SERVICE AGREEMENT ❑ MAINTENANCE AGREEMENT ❑ GOODS AND SERVICE AGREEMENT ❑ HUMAN SERVICES / CDBG ❑ REAL ESTATE DOCUMENT ❑ SECURITY DOCUMENT (E.G. BOND RELATED DOCUMENTS) ❑ ORDINANCE ❑ RESOLUTION ❑ CONTRACT AMENDMENT (AG#): ❑ INTERLOCAL ❑ OTHER S. PROJECT NAME: CITY MARKETING - DCI ARPA PROGRAM 6. NAME OF CONTRACTOR: DEVELOPMENT COUNSELLORS INTERNATIONAL, LTD. ADDRESS: 215 PARK AVE S STE 1403 NEW YORK,NY TELEPHONE 303-956-3222 E-MAIL: JULIE.CURTIN@ABOUTDCI.COM FAX: NA SIGNATURENAME: JULIE CURTIN TITLE PRESIDENT, ECONOMIC DEVELOPMENT 7. EXHIBITS AND ATTACHMENTS: © SCOPE, WORK OR SERVICES 0 COMPENSATION A INSURANCE REQUIREMENTS/CERTIFICATE ❑ ALL OTHER REFERENCED EXHIBITS M PROOF OF AUTHORITY TO SIGN ❑ REQUIRED LICENSES ❑ PRIOR CONTRACT/AMENDMENTS 8. TERM: COMMENCEMENT DATE: MARCH 01, 2024 COMPLETION DATE: SEPTEMBER 01, 2026 9. TOTAL COMPENSATION $ 191,700.00 - NOT TO EXCEED (INCLUDE EXPENSES AND SALES TAX, IF ANY) (IF CALCULATED ON HOURLY LABOR CHARGE - ATTACH SCHEDULES OF EMPLOYEES TITLES AND HOLIDAY RATES) REIMBURSABLE EXPENSE: ❑ YES ENO IF YES, MAXIMUM DOLLAR AMOUNT: $ IS SALES TAX OWED ®YES IDNO IF YES, $ PAID BY: ❑ CONTRACTOR ❑ CITY RETAINAGE: RETAINAGE AMOUNT: ❑ RETAINAGE AGREEMENT (SEE CONTRACT) OR ❑ RETAINAGE BOND PROVIDED A PURCHASING: PLEASE CHARGE TO: 001-1800-990-518-10-490 (ARPA PROGRAM) 10. DOCUMENT/CONTRACT REVIEW INITIAL / DATE REVIEWED INITIAL / DATE APPROVED ❑ PROJECT MANAGER It DIRECTOR TC 2/12/24 TC 2/22/2024 ❑ RISKMANAGEMENT (IFAPPLICABLE) ® LAW JRC 2/1312024 11. COUNCIL APPROVAL (IF APPLICABLE) COMMITTEE APPROVAL DATE: 01/17/24 COUNCIL APPROVAL DATE: 02/06/24 12. CONTRACT SIGNATURE ROUTING * SENT TO VENDOWCONTRACTOR DATE SENT: 02/16/2024 DATE REC'D: 02/22/2024 O ATTACH: SIGNATURE AUTHORITY, INSURANCE CERTIFICATE, LICENSES, EXHIBITS ❑ CREATE ELECTRONIC REMINDER/NOTIFICATION FOR 1 MONTH PRIOR TO EXPIRATION DATE (Include dept. support staff if necessary and feel free to set notification more than a month in advance if council approval is needed.) INITIAL / DATE SIGNED h4 LAW,DEPARTMENT L U 1;1�GNATORY (MAYOR OR DIRECTOR) ❑ CITY CLERK ❑ ASSIGNED AG# AG �Q COMMENTS: 2/2017 CITY OF CITY HALL Federal �''tlay 33325 l Avenue South 8003 Federal Way. lVA 98003-6325 �� (253) 835-7000 wwwatyoffederalway com PROFESSIONAL SERVICES AGREEMENT FOR CITY MARKETING This Professional Services Agreement ("Agreement") is made between the City of Federal Way, a Washington municipal corporation ("City"), and Development Counsellors International, LTD., a New York corporation ("Contractor"). The City and Contractor (together "Parties") are located and do business at the below addresses, which shall be valid for any notice required under this Agreement: DEVELOPMENT COUNSELLORS INTERNATIONAL, LTD.: Julie Curtin, President, Economic Development 215 Park Ave S, STE 1403 New York, NY 10003-1628 (303) 956-3222 (telephone) The Parties agree as follows: CITY OF FEDERAL WAY: Tanja Carter, Economic Development Director 33325 8th Avenue South Federal Way, WA 98003-6325 (253) 835-2412 (telephone) tani a.cartera,,cityoffederalway. c om 1. TERM. The term of this Agreement shall commence upon the effective date of this Agreement, which shall be the date of mutual execution, and shall continue until the completion of the Services specified in this Agreement, but in any event no later than September 1, 2026 ("Term"). This Agreement may be extended for additional periods of time upon the mutual written agreement of the Parties. 2. SERVICES. The Contractor shall perform the services more specifically described in Exhibit A ("Services"), attached hereto and incorporated by this reference, in a manner consistent with the accepted professional practices for other similar services within the Puget Sound region in effect at the time those services are performed, performed to the City's satisfaction, within the time period prescribed by the City and pursuant to the direction of the Mayor or his or her designee. The Contractor warrants that it has the requisite training, skill, and experience necessary to provide the Services and is appropriately accredited and licensed by all applicable agencies and governmental entities, including but not limited to obtaining a City of Federal Way business registration. Services shall begin immediately upon the effective date of this Agreement. Services shall be subject, at all times, to inspection by and approval of the City, but the making (or failure or delay in making) such inspection or approval shall not relieve Contractor of responsibility for performance of the Services in accordance with this Agreement, notwithstanding the City's knowledge of defective or non -complying performance, its substantiality ofthe ease of its discovery. 3. TERMINATION. Either party may terminate this Agreement, with or without cause, upon providing the other party thirty (30) days' written notice at its address set forth above. The City may terminate this Agreement immediately if the Contractor fails to maintain required insurance policies, breaches confidentiality, or materially violates Section 12 of this Agreement. Termination for such conduct may render the Contractor ineligible for City agreements in the future. 4. COMPENSATION. 4.1 Amount. In return for the Services, the City shall pay the Contractor an amount not to exceed a PROFESSIONAL SERVICES AGREEMENT - 1 - Rev. 4/2023 CITY OF 4111111111141 Federal Way CITY HALL 33325 8th Avenue South Federal Way. WA 98003-6325 (253) 835-7000 www.dcyoffederalway corn maximum amount and according to a rate or method as delineated in Exhibit B, attached hereto and incorporated by this reference. The Contractor agrees that any hourly or flat rate charged by it for its services contracted for herein shall remain locked at the negotiated rate(s) for the Term. Except as otherwise provided in Exhibit B, the Contractor shall be solely responsible for the payment of any taxes imposed by any lawful jurisdiction as a result of the performance of Services and payment under this Agreement. 4.2 Method of Payment. On a monthly basis, the Contractor shall submit a voucher or invoice in the form specified by the City, including a description of what Services have been performed, the name of the personnel performing such Services, and any hourly labor charge rate for such personnel. The Contractor shall also submit a final bill upon completion of all Services. Payment shall be made on a monthly basis by the City only after the Services have been performed and within thirty (30) days following receipt and approval by the appropriate City representative of the voucher or invoice. If the Services do not meet the requirements of this Agreement, the Contractor will correct or modify the work to comply with the Agreement. The City may withhold payment for such work until the work meets the requirements of the Agreement. 4.3 Nan -Appropriation of Funds. If sufficient funds are not appropriated or allocated for payment under this Agreement for any future fiscal period, the City will not be obligated to make payments for Services or amounts incurred after the end of the current fiscal period, and this Agreement will terminate upon the completion of all remaining Services for which funds are allocated. No penalty or expense shall accrue to the City in the event this provision applies. 5. INDEMNIFICATION. 5.1 Contractor Indemnification. The Contractor agrees to release, indemnify, defend, and hold the City, its elected officials, officers, employees, agents, representatives, insurers, attorneys, and volunteers harmless from any and all claims, demands, actions, suits, causes of action, arbitrations, mediations, proceedings, judgments, awards, injuries, damages, liabilities, taxes, losses, fines, fees, penalties expenses, attorney's fees, costs, and/or litigation expenses to or by any and all persons or entities, including, without limitation, their respective agents, licensees, or representatives; arising from, resulting from, or in connection with this Agreement or the acts, errors or omissions of the Contractor in performance of this Agreement, except for that portion of the claims caused by the City's sole negligence. Should a court of competent jurisdiction determine that this Agreement is subject to RCW 4.24.115, then, in the event of liability for damages arising out of bodily injury to persons or damages to property caused by or resulting from the concurrent negligence of the Contractor and the City, the Contractor's liability, including the duty and cost to defend, hereunder shall be only to the extent of the Contractor's negligence. Contractor shall ensure that each sub -contractor shall agree to defend and indemnify the City, its elected officials, officers, employees, agents, representatives, insurers, attorneys, and volunteers to the extent and on the same terms and conditions as the Contractor pursuant to this paragraph. The City's inspection or acceptance of any of Contractor's work when completed shall not be grounds to avoid any of these covenants of indemnification. 5.2 Industrial Insurance Act Waiver. It is specifically and expressly understood that the Contractor waives any immunity that may be granted to it under the Washington State industrial insurance act, Title 51 RCW, solely for the purposes of this indemnification. Contractor's indemnification shall not be limited in any way by any limitation on the amount of damages, compensation or benefits payable to or by any third party under workers' compensation acts, disability benefit acts or any other benefits acts or programs. The Parties acknowledge that they have mutually negotiated this waiver. 5.3 City Indemnification. The City agrees to release, indemnify, defend and hold the Contractor, its PROFESSIONAL SERVICES AGREEMENT - 2 - Rev. 4/2023 CITY of CITY HALL Federa WayFeder 8th Avenue South Federal Way. WA 98003-6325 (253) 835-7000 VA,M "ff&deralway com officers, directors, shareholders, partners, employees, agents, representatives, and sub -contractors harmless from any and all claims, demands, actions, suits, causes of action, arbitrations, mediations, proceedings, judgments, awards, injuries, damages, liabilities, losses, fines, fees, penalties expenses, attorney's fees, costs, and/or litigation expenses to or by any and all persons or entities, including without limitation, their respective agents, licensees, or representatives, arising from, resulting from or connected with this Agreement to the extent solely caused by the negligent acts, errors, or omissions of the City. 5.4 Survival. The provisions of this Section shall survive the expiration or termination of this Agreement with respect to any event occurring prior to such expiration or termination. 6. INSURANCE. The Contractor agrees to carry insurance for liability which may arise from or in connection with the performance of the services or work by the Contractor, their agents, representatives, employees, or subcontractors for the duration of the Agreement and thereafter with respect to any event occurring prior to such expiration or termination as follows: 6.1. Minimum Limits. The Contractor agrees to carry as a minimum, the following insurance, in such forms and with such carriers who have a rating that is satisfactory to the City: a. Commercial general liability insurance covering liability arising from premises, operations, independent contractors, products -completed operations, stopgap liability, personal injury, bodily injury, death, property damage, products liability, advertising injury, and liability assumed under an insured contract with limits no less than $2,000,000 for each occurrence and $2,000,000 general aggregate. b. Workers' compensation and employer's liability insurance in amounts sufficient pursuant to the laws of the State of Washington. C. Automobile liability insurance covering all owned, non -owned, hired, and leased vehicles with a minimum combined single limit in the minimum amounts required to drive under Washington State law per accident for bodily injury, including personal injury or death, and property damage. d. Professional liability insurance with limits no less than $2,000,000 per claim and $2,000,000 policy aggregate for damages sustained by reason of or in the course of operation under this Agreement, whether occurring by reason of acts, errors or omissions of the Contractor. 6.2. No Limit of Liability. Contractor's maintenance of insurance as required by this Agreement shall not be construed to limit the liability of the Contractor to the coverage provided by such insurance, or otherwise limit the City's recourse to any remedy available at law or in equity. The Contractor's insurance coverage shall be primary insurance with respect to the City. Any insurance, self-insurance, or insurance pool coverage maintained by the City shall be excess of the Contractor's insurance and shall not contribute with Contractor's insurance. 6.3. Additional Insured. Verification. The City shall be named as additional insured on all commercial general liability insurance policies. Concurrent with the execution of this Agreement, Contractor shall provide certificates of insurance for all commercial general liability policies attached hereto as Exhibit C and incorporated by this reference. At the City's request, Contractor shall furnish the City with copies of all insurance policies and with evidence of payment of premiums or fees of such policies. If Contractor's insurance policies are "claims made," Contractor shall be required to maintain tail coverage for a minimum period of three (3) years from the date this Agreement is terminated or upon project completion and acceptance by the City. 6.4 Survival. The provisions of this Section shall survive the expiration or termination of this Agreement. PROFESSIONAL SERVICES AGREEMENT - 3 - Rev. 4/2023 '4S eFederal Way CITY HALL 33325 8th Avenue South Federal Way. lVA 98003-6325 (2-53) 835-7000 www.cir offederalwaycom 7. CONFIDENTIALITY. All information regarding the City obtained by Contractor in performance of this Agreement shall be considered confidential and subject to applicable laws. Breach of confidentiality by the Contractor may be grounds for immediate termination. All records submitted by the City to the Contractor will be safeguarded by the Contractor. The Contractor will fully cooperate with the City in identifying, assembling, and providing records in case of any public records request. 8. WORK PRODUCT. All originals and copies of work product, including plans, sketches, layouts, designs, design specifications, records, files, computer disks, magnetic media, or material that may be produced or modified by Contractor while performing the Services shall belong to the City upon delivery. The Contractor shall make such data, documents, and files available to the City and shall deliver all needed or contracted for work product upon the City's request. At the expiration or termination of this Agreement, all originals and copies of any such work product remaining in the possession of Contractor shall be delivered to the City. 9. BOOKS AND RECORDS. The Contractor agrees to maintain books, records, and documents which sufficiently and properly reflect all direct and indirect costs related to the performance of the Services specified in this Agreement, and maintain such accounting procedures and practices as may be deemed necessary by the City to assure proper accounting of all funds paid pursuant to this Agreement. These records shall be subject, at all reasonable times, to inspection, review, or audit by the City, its authorized representative, the State Auditor, or other governmental officials authorized by law to monitor this Agreement. 10. INDEPENDENT CONTRACTOR. The Parties intend that the Contractor shall be an independent contractor and that the Contractor has the ability to control and direct the performance and details of its work, the City being interested only in the results obtained under this Agreement. The City shall be neither liable nor obligated to pay Contractor sick leave, vacation pay, or any other benefit of employment, nor to pay any social security or other tax that may arise as an incident of this Agreement. Contractor shall take all necessary precautions and shall be responsible for the safety of its employees, agents, and subcontractors in the performance of the Services specified in this Agreement and shall utilize all protection necessary for that purpose. All work shall be done at Contractor's own risk, and Contractor shall be responsible for any loss of or damage to materials, tools, or other articles used or held for use in connection with the Services. The Contractor shall pay all income and other taxes due except as specifically provided in Section 4 of this Agreement. Industrial or any other insurance that is purchased for the benefit of the City, regardless of whether such may provide a secondary or incidental benefit to the Contractor, shall not be deemed to convert this Agreement to an employment contract. If the Contractor is a sole proprietorship or if this Agreement is with an individual, the Contractor agrees to notify the City and complete any required form if the Contractor retired under a State of Washington retirement system and agrees to indemnify any losses the City may sustain through the Contractor's failure to do so. 11. CONFLICT OF INTEREST. It is recognized that Contractor may or will be performing professional services during the Term for other entities or persons; however, such performance of other services shall not conflict with or interfere with Contractor's ability to perform the Services. Contractor agrees to resolve any such conflicts of interest in favor of the City. Contractor confirms that Contractor does not have a business interest or a close family relationship with any City officer or employee who was, is, or will be involved in the Contractor's selection, the negotiation, drafting, signing, administration of this Agreement, or the evaluation of the Contractor's performance. 12. EQUAL OPPORTUNITY EMPLOYER. In all services, programs, activities, hiring, and employment made possible by or resulting from this Agreement or any subcontract, there shall be no discrimination by Contractor or its subcontractors of any level, or any of those entities' employees, agents, subcontractors, or PROFESSIONAL SERVICES AGREEMENT - 4 - Rev. 4/2023 CITY OF CITY HALL Federal Way Feder 8th Avenue South Federal Way. WA 98003-6325 (253) 835-7000 www.cftyoffederalway.com representatives against any person because of sex, age (except minimum age and retirement provisions), race, color, religion, creed, national origin, marital status, honorably discharged veteran or military status, sexual orientation including gender expression or identity, or the presence of any disability, including sensory, mental or physical handicaps, unless based upon a bona fide occupational qualification in relationship to hiring and employment. This requirement shall apply, but not be limited to the following: employment, advertising, layoff or termination, rates of pay or other forms of compensation, and selection for training, including apprenticeship. Contractor shall comply with and shall not violate any of the terms of Chapter 49.60 RCW, Title VI of the Civil Rights Act of 1964, the Americans With Disabilities Act, Section 504 of the Rehabilitation Act of 1973, 49 CFR Parts 21, 21.5, and 26, or any other applicable federal, state, or local law or regulation regarding non- discrimination. 13. GENERAL PROVISIONS. 13.1 Interpretation and Modification. This Agreement, together with any attached Exhibits, contains all of the agreements of the Parties with respect to any matter covered or mentioned in this Agreement and no prior statements or agreements, whether oral or written, shall be effective for any purpose. Should any language in any Exhibits to this Agreement conflict with any language in this Agreement, the terms of this Agreement shall prevail. The respective captions of the Sections of this Agreement are inserted for convenience of reference only and shall not be deemed to modify or otherwise affect any of the provisions of this Agreement. Any provision of this Agreement that is declared invalid, inoperative, null and void, or illegal shall in no way affect or invalidate any other provision hereof and such other provisions shall remain in full force and effect. Any act done by either Party prior to the effective date of the Agreement that is consistent with the authority of the Agreement and compliant with the terms of the Agreement, is hereby ratified as having been performed under the Agreement. No provision of this Agreement, including this provision, may be amended, waived, or modified except by written agreement signed by duly authorized representatives of the Parties. 13.2 Assignment and Beneficiaries. Neither the Contractor nor the City shall have the right to transfer or assign, in whole or in part, any or all of its obligations and rights hereunder without the prior written consent of the other Party. If the non -assigning party gives its consent to any assignment, the terms of this Agreement shall continue in full force and effect and no further assignment shall be made without additional written consent. Subject to the foregoing, the rights and obligations of the Parties shall inure to the benefit of and be binding upon their respective successors in interest, heirs and assigns. This Agreement is made and entered into for the sole protection and benefit of the Parties hereto. No other person or entity shall have any right of action or interest in this Agreement based on any provision set forth herein. 13.3 Compliance with Laws. The Contractor shall comply with and perform the Services in accordance with all applicable federal, state, local, and city laws including, without limitation, all City codes, ordinances, resolutions, regulations, rules, standards and policies, as now existing or hereafter amended, adopted, or made effective. If a violation of the City's Ethics Resolution No. 91-54, as amended, occurs as a result of the formation or performance of this Agreement, this Agreement may be rendered null and void, at the City's option. 13.4 Enforcement. Time is of the essence in this Agreement and each and all of its provisions in which performance is a factor. Adherence to completion dates set forth in the description of the Services is essential to the Contractor's performance of this Agreement. Any notices required to be given by the Parties shall be delivered at the addresses set forth at the beginning of this Agreement. Any notices may be delivered personally to the addressee of the notice or may be deposited in the United States mail, postage prepaid, to the address set forth above. Any notice so posted in the United States mail shall be deemed received three (3) days after the date of mailing. Any remedies provided for under the terms of this Agreement are not intended to be exclusive, but PROFESSIONAL SERVICES AGREEMENT - 5 - Rev. 4/2023 CITY OF CITY HALL 41* Fe d ra 1�Vay Feder 8th Avenue South Federal Way, WA 98003-6325 (2-53) 835-7000 vnvi s . criyo ff&dX8F"y. COrn shall be cumulative with all other remedies available to the City at law, in equity, or by statute. The failure of the City to insist upon strict performance of any of the covenants and agreements contained in this Agreement, or to exercise any option conferred by this Agreement in one or more instances shall not be construed to be a waiver or relinquishment of those covenants, agreements or options, and the same shall be and remain in full force and effect. Failure or delay of the City to declare any breach or default immediately upon occurrence shall not waive such breach or default. Failure of the City to declare one breach or default does not act as a waiver of the City's right to declare another breach or default. This Agreement shall be made in, governed by, and interpreted in accordance with the laws of the State of Washington. If the Parties are unable to settle any dispute, difference or claim arising from this Agreement, the exclusive means of resolving that dispute, difference, or claim, shall be by filing suit under the venue, rules, and jurisdiction of the King County Superior Court, King County, Washington, unless the parties agree in writing to an alternative process. If the King County Superior Court does not have jurisdiction over such a suit, then suit may be filed in any other appropriate court in King County, Washington. Each party consents to the personal jurisdiction of the state and federal courts in King County, Washington and waives any objection that such courts are an inconvenient forum. If either Party brings any claim or lawsuit arising from this Agreement, each Party shall pay all its legal costs and attorney's fees and expenses incurred in defending or bringing such claim or lawsuit, including all appeals, in addition to any other recovery or award provided by law; however, nothing in this paragraph shall be construed to limit the Parties' rights to indemnification under Section 5 of this Agreement. 13.5 Execution. Each individual executing this Agreement on behalf of the City and Contractor represents and warrants that such individual is duly authorized to execute and deliver this Agreement. This Agreement may be executed in any number of counterparts, each of which shall be deemed an original and with the same effect as if all Parties hereto had signed the same document. All such counterparts shall be construed together and shall constitute one instrument, but in making proof hereof, it shall only be necessary to produce one such counterpart. The signature and acknowledgment pages from such counterparts may be assembled together to form a single instrument comprised of all pages of this Agreement and a complete set of all signature and acknowledgment pages. The date upon which the last of all of the Parties have executed a counterpart of this Agreement shall be the "date of mutual execution" hereof. 14. DEBARMENT AND SUSPENSION. 14.1 Debarment and Suspension. Contractor certifies that, except as noted below, the firm, association, or corporation or any person in a controlling capacity associated therewith or any position involving the administration of federal funds; is not currently under suspension, debarment, voluntary exclusion, or determination of ineligibility by any federal agency; has not been suspended, debarred, voluntarily excluded or determined ineligible by any federal agency within the past three (3) years; does not have a proposed debarment pending; and has not been indicted, convicted, or had a civil judgment rendered against said person, firm, association or corporation by a court of competent jurisdiction in any matter involving fraud or official misconduct within the past three (3) years (Executive Orders 12549 and 12689, "Debarment and Suspension"). 14.2 Subcontract Approval Required. The Contractor shall not subcontract any portion of this Contract without City approval. Said approval must be sought in writing by the Contractor prior to executing a subcontract. The request for approval shall include Certification regarding Debarment and Suspension and verification of Labor and Industries eligibility. If the City approves in writing any subcontract, this Section shall nevertheless continue in full force and effect. Any subcontract without prior approval shall be void and not reimbursable under this contract. 14.3 Verification of Subcontractor's Eligibility. — 24 C.F.R. § 5. The Contractor shall maintain records PROFESSIONAL SERVICES AGREEMENT - 6 - Rev. 4/2023 4S CITY OF CITY HALL AN Federal Way Feder l Avenue South Federal Way WA 98003-6325 (253) 835-7000 www.c "ffederalway.com documenting that the Contractor, all subcontractors, and consultants have been determined not to be currently debarred, suspended, denied participation, or declared ineligible to participate in federal government funded programs. [Signature page follows] PROFESSIONAL SERVICES AGREEMENT - 7 - Rev. 4/2023 CITY OF .� Federal Way CITY HALL 33325 8th Avenue South Federal Way, WA 98003-6325 (253) 835-7000 www.(-rlti,offederalway.com IN WITNESS, the Parties execute this Agreement below, effective the last date written below. CITY OF FEDERAL WAY: J' errell, Mayor DATE: ATTEST: wAak4t2�� gtp�hJnie Courtney, CMC, Clerk APPROVED AS TO FORM: 1-�,k: - J yan Call, City Attinlrey DEVELO ENT C UNSEI�ORS. INTERNATIONAL, LTD.: By: Printed Name: Title: President DATE: ,2),V L� STATE OF COLORADO ) ) ss. COUNTY OF ARAPAHOE On this day personally appeared before me JULIE CURTIN , to me known to be the PRESIDENT of Development Counsellors International, LTD. that executed the within and foregoing instrument, and acknowledged the said instrument to be the free and voluntary act and deed of said corporation, for the uses and purposes therein mentioned, and on oath stated that he or she was authorized to execute said instrument and that the seal affixed, if any, is the corporate seal of said corporation. GIVEN under my hand and official seal this ��I day of �� U``/ 2024. Notary's signature Notary's printed name e- V hA( 1 11, P1 MA7[ pHILLIPS Notary Public in and for the State of Colorado. NOTARY PUBLIC My commission expires STATE OF COLORADO NOTARY ID 20234017361 MY COMMISSION EXPIRES 0510812027 PROFESSIONAL SERVICES AGREEMENT - 8 - Rev. 4/2023 CITY OF CITY HALL Fe d e ra I Way Feder 8th Avenue South Federal Way. WA 98003-6325 .� (253) 835-7000 v my ciiyoffederoIway co EXHIBIT A SERVICES 1. The Contractor Development Counsellors International (DCI) shall do or provide the following: Phase 1: Research & Discovery a. Kickoff Meeting: DCI will begin the project with a virtual kickoff call with the City team to determine the goals, objectives, challenges, opportunities and what expectations will be out of this process. b. DCI will send two staff members to hold 4-6 in -person focus groups with City Council, City Staff and/or Key Stakeholders. DCI will evaluate businesses and talent attraction assets. DCI will conduct focus groups with key public and private sector stakeholders to hear first-hand perceptions related to living, working and doing business in Federal Way. The focus groups will enable DCI team to gather insights into Federal Way's strengths, weaknesses and opportunities. Existing Research Review: DCI will conduct a detailed examination of perception research, demographics data, target industry studies and other research conducted within the past two years. d. Media Audit: DCI will review national and regional media coverage to identify how Federal Way is portrayed in the headlines. The media audit will focus on the previous 12 months of coverage. e. Comprehensive Marketing & Messaging Audit: DCI will review a variety of marketing materials and messaging platforms being used by both the City and key partners. The audit will include review of up to five key partner organizations, and include the Greater Federal Way Chamber of Commerce, along with others as identified by the City. As part of this audit, DCI's team will also review primary websites and social media channels being used to promote Federal Way for economic development and talent attraction. f. Target Industry Analysis & Recommendations: DCI will conduct an analysis of the City's target sectors to identify the area's competitive advantage and opportunities for growth for more effective and targeted marketing efforts and to prioritize resources to support future growth. Analysis will include a thorough review of existing industry employment and establishment growth trends; regional and state priorities; and a SWOT (strengths, weaknesses, opportunities and threats) evaluation. g. Target Talent Markets: To ensure talent marketing efforts are focused on the right locations and to provide the greatest return on investment, DCI will identify up to five regions from which the City will have the greatest success from which to recruit talent. This research will look at multiple factors, such as strong patterns of past in -and out -migration, alumni concentrations, occupational concentrations in target sectors, and other demographic factors coupled with data where the City can offer a competitive advantage. An index will be created to prioritize the recommended regions for talent attraction efforts and shared with the City. h. SWOT Analysis: DCI will create a succinct SWOT (strengths, weaknesses, opportunities and threats) analysis, based on the findings of the discovery research. PROFESSIONAL SERVICES AGREEMENT - 9 - Rev. 4/2023 CITY OF FederaI Way CITY HALL 33325 8th Avenue South Federal Way, VVA 98003-6325 (253) 835-7000 Im%vowffederalway. cam i. Synthesized Research & Discovery Findings: DCI create a succinct PowerPoint report to synthesize Phase 1 Research & Discovery and present to the City team virtually via Microsoft Teams. Phase 2: Key Messages a. Key Messages: Based on the discovery phase, DCI will develop 3-5 key messages that concisely communicate Federal Way's strongest selling points to target audiences. The messages will be utilized to share across various marketing channels. The messages will serve as both written and verbal talking points and they will serve as the basis for all future digital and print content and marketing materials. These messages will detail Federal Way's unique selling points and competitive edge for business recruitment and talent attraction. b. Value Proposition: DCI will synthesize the key messages to develop a concise value proposition, outlining why Federal Way is a prime choice for target audiences determined by the research and discovery phase as well as City input. Phase 3: Marketing Strategy DCI will design an actionable marketing strategy and implementation plan for amplifying Federal Way's story to key target audiences. The core elements will be based directly on our findings from Phase 1 Research and Discovery. The strategy will serve as a roadmap for the next two years. While the plan's specifics will be unique to Federal Way and the research from phase 1, the ultimate strategy will include insights into the following action items: a. Digital advertising strategies and best practices. b. Public relations key tactics/strategies that elevate Federal Way in the eyes of target audiences determined by the research and discovery phase as well as City input. c. Social media recommendations and best practices, including suggested social media platforms for reaching your target audiences. d. Website advice and counsel, including recommendations to bolster your website and online presence. e. Recommendations on Trade Shows and Conferences to attend to raise your profile. f. Suggestions on how to create and leverage Videos to share your story across various platforms and reach multiple target audiences. g. Tactics for reaching the highly influential audience of Site Selection Consultants, including tips for leveraging E-newsletters. Phase 4: Implementation a. DCI will present marketing strategies, overall program findings and deliverables virtually via PowerPoint presentation and gather feedback and input from the City team. The first goal of Phase 4 will be to identify the marketing tactics to move immediately into action and be implemented. PROFESSIONAL SERVICES AGREEMENT - 10 - Rev. 4/2023 Federal Way CITY HALL 33325 8th Avenue South Federal Way. IVA 98003-6325 (253) 835-7000 www. ci?)Iotfederalway com b. DCI will implement next steps with the City team while providing advice and counsel on activities that will deliver the right messages to target audiences and successfully elevate Federal Way's profile among key audiences. c. DCI will work closely with City team to implement marketing tactics that have a strong return -on - investment. PROFESSIONAL SERVICES AGREEMENT - 11 - Rev. 4/2023 CITY DP Federal Way EXHIBIT B COMPENSATION CITY HALL 33325 8th Avenue South Federal Way. WA 98003-6325 (253) 835-7000 vrhvw a1yoffederafway. com 1. Total Compensation: In return for the Services, the City shall pay the Contractor an amount not to exceed One Hundred Ninety -One Thousand Seven Hundred and NO /100 Dollars ($191,700.00). 2. Method of Compensation: DCI's standard approach for invoicing is to average out the full project fee and invoice that average amount monthly (billed at the start of each month). Professional Fees: Invoice $13,000.00 a month for the first 5 months of the project (covering phases 1-3). Then, for phase 4/implementation, we would invoice $12,000.00 a month. Throughout the 15-month project, a $246/month ongoing communications/technology fee would also be added to each invoice. DCI Fees for Phases 1-3 (Research, Messaging & Marketing Strategy) ($13,000/month x 5 months via invoice) DCI Fees for Implementation ($12,000/month X 10 months via invoice) PROFESSIONAL FEES SUBTOTAL Ongoing Communication &Technology Expenses ($246/month x 15 months via invoice) DCI Travel to Federal Way; immersion tour/client meetings (2 staff trips x $1,500/trip via invoice) SUBTOTAL TOTAL BUDGET $65,000 $120,000 $185,000 $3,700 $3,000 $6,700 $191,700 PROFESSIONAL SERVICES AGREEMENT - 12 - Rev. 4/2023 CITY OF Federal Way EXHIBIT C CERTIFICATE OF INSURANCE CITY HALL 33325 Sth Avenue South Federal Way, INA 98003-6325 (253) 835-7000 www.cldyoffederalway. com PROFESSIONAL SERVICES AGREEMENT - 13 - Rev. 412023 DEVECOU-01 NV LP ACORO" CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) 2/1212024 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER NOMEACT Nancy Volpe World Insurance Associates, LLC aco,"N 100 South Wood Ave , Exf : 973 912-5043 1468 All. No Iselin, NJ 08830 Ao nancyvolpe@wGrldinsurance.com INSURER'S) AFFORDING COVERAGE NAIC N INSURED Development Counsellor, Int'I 215 Park Avenue S 14th Floor New York, NY 10003 Hartford Casualty Insurance Company National Union Fire Insurance Company of Pittsburgh, Beazlev Insurance ComDanv. Inc. INSURER F : .OVERAGES CERTIFICATE NUMBER: REVISION NUMBER: !F THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. ISR TYPE OF INSURANCE ADDL SU8 INSD POLICY NUMBER POLICY EFF POLICY EXPTR LIMITS A rMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 2,000,0 CLAIMS -MADE ❑X OCCUR X X '13SBATH2148 5/1/2023 5/1/2024 pAMAGE TO RENTED $ 300,0 - ___ ,. _ - 10.0 GEN'LAGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 4,uvv,uuu POLICY ❑ j& LOC PRODUCTS -COMPfDPAGG 4,000,000 OTHER- $ A AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $ 2,000,000 ANY AUTO 13SBATH2148 5/1/2023 5/112024 BODILY INJURY Per erson $ OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY Per accident $ X AUTOS ONLY X NON -OWNED ONLY PerOaccldem MAGE $ B X UMBRELLA LIAB M OCCUR EACH OCCURRENCE $ 5,000,000 EXCESS LIAB CLAIMS -MADE X X BE033463282 5/1/2023 5/1/2024 AGGREGATE $ 5,000,000 DED I X I RETENTION$ 10,000 1 WORKERS COMPENSATION PER OTN- AND EMPLOYERS' LIABILITY Y / N,TZ ER ANY PROPRIETOR/PARTNER/EXECUTIVE E-L rMEACH ACCIDENT $ ER/MEMBER EXCLUDED? N / A atory in NH) EL. DISEASE - EA EMPLOYE $ If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE- POLICY LIMIT $ C Professional Liabili V228AC220501 4/2/2023 41212024 Prof Llab/Cyber 2,000,000 A Bus. Personal Prop. 13SBATH2148 5/1/2023 5/1/2024 Bus. Personal Prop. 414,000 DESCRIPTION OF OPERATIONS / LOCATIONS! VEHICLES (AC ORD 101, Additional Remarks Schedule, maybe attached if more space is required) Blanket Notice of Cancellation to Additional Insureds. 'Blanket Additional Insureds City of Federal Way is included as Additional Insured on all Commercial General Liability Coverage as required by written contract. CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE City of Federal Way THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN y y ACCORDANCE WITH THE POLICY PROVISIONS. 33325 8th Ave South Federal Way, WA 98003-6325 AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) ©1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. POLICY CHANGE This endorsement changes the policy effective on the Inception Date of the policy unless another date is indicated below: Policy Number: 13 SBA TH2148 SB Named Insured and Mailing Address; DEVELOPMENT COUNCELORS INT' L 215 PARK AVE S FL 14 NEW YORK NY 10003 Policy Change Effective Date: 09/25/23 Effective hour is the same as stated in the Declarations Page of the Policy. Policy Change Number: 004 Agent Name: WORLD INS ASSOC LLC Code: 653352 POLICY CHANGES: HARTFORD CASUALTY INSURANCE COMPANY ANY CHANGES IN YOUR PREMIUM WILL BE REFLECTED IN YOUR NEXT BILLING STATEMENT.IF YOU ARE ENROLLED IN REPETITIVE EFT DRAWS FROM YOUR BANK ACCOUNT, CHANGES IN PREMIUM WILL CHANGE FUTURE DRAW AMOUNTS. THIS IS NOT A BILL. NO PREMIUM DUE AS OF POLICY CHANGE EFFECTIVE DATE PROPERTY OPTIONAL COVERAGES APPLICABLE TO ALL LOCATIONS ARE ADDED COMPUTERS AND MEDIA COVERAGE FORM SS 04 41 DEDUCTIBLE: $ 1,000 FORM NUMBERS OF ENDORSEMENTS ADDED AT ENDORSEMENT ISSUE: IH12001185 30 DAY NOTICE OF CANCELLATION PRO RATA FACTOR: 0.600 THIS ENDORSEMENT DOES NOT CHANGE THE POLICY EXCEPT AS SHOWN. Form SS 12 11 04 05 T Page o o 1 Process Date: 0 9 / 2 5 / 2 3 Policy Effective Date: 05/01/23 Policy Expiration Date: 05/01/24 POLICY NUMBER: 13 SBA TH2148 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. 30 DAY NOTICE OF CANCELLATION IN CONSIDERATION OF NO CHANGE IN PREMIUM, IT IS HEREBY AGREED AND UNDERSTOOD THAT FORM SS 12 25 IS ADDED PER THE ATTACHED. Form IH 12 00 11 85 T SEQ. NO. 010 Printed in U.S.A. Page 001 Process Date: 09/25/23 Expiration Date: 05/01/24 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. NOTICE OF CANCELLATION TO CERTIFICATE HOLDER(S) This policy is subject to the following additional Conditions: A. If this policy is cancelled by the Company, other If notice is mailed, proof of mailing to the last known than for non-payment of premium, notice of such mailing address of the certificate holder(s) on file with cancellation will be provided at least thirty (30) days the agent of record or the Company will be sufficient in advance of the cancellation effective date to the proof of notice. certificate holder(s) with mailing addresses on file Any notification rights provided by this endorsement with the agent of record or the Company. apply only to active certificate holder(s) who were issued B. If this policy is cancelled by the company for non- a certificate of insurance applicable to this policy's term. payment of premium, or by the insured, notice of Failure to provide such notice to the certificate holder(s) such cancellation will be provided within ten (10) will not amend or extend the date the cancellation days of the cancellation effective date to the becomes effective, nor will it negate cancellation of the certificate holder(s) with mailing addresses on file policy. Failure to send notice shall impose no liability of with the agent of record or the Company. any kind upon the Company or its agents or representatives. Form SS 12 23 06 11 Page 1 of 1 © 2011, The Hartford THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. POLICY CHANGE This endorsement changes the policy effective on the Inception Date of the policy unless another date is indicated below: Policy Number: 13 SBA TH2148 SB Named Insured and Mailing Address; DEVELOPMENT COUNCELORS INT - L 215 PARK AVE S FL 14 NEW YORK NY 10003 Policy Change Effective Date: 09/13/23 Effective hour is the same as stated in the Declarations Page of the Policy. Policy Change Number: 003 Agent Name: WORLD INS ASSOC LLC Code: 653352 POLICY CHANGES: HARTFORD CASUALTY INSURANCE COMPANY ANY CHANGES IN YOUR PREMIUM WILL BE REFLECTED IN YOUR NEXT BILLING STATEMENT. IF YOU ARE ENROLLED IN REPETITIVE EFT DRAWS FROM YOUR BANK ACCOUNT, CHANGES IN PREMIUM WILL CHANGE FUTURE DRAW AMOUNTS. THIS IS NOT A BILL. NO PREMIUM DUE AS OF POLICY CHANGE EFFECTIVE DATE PROPERTY OPTIONAL COVERAGES APPLICABLE TO ALL LOCATIONS ARE ADDED COMPUTERS AND MEDIA COVERAGE FORM SS 04 41 DEDUCTIBLE: $ 1,000 FORM NUMBERS OF ENDORSEMENTS ADDED AT ENDORSEMENT ISSUE: SS 12 23 06 11 PRO RATA FACTOR: 0.633 THIS ENDORSEMENT DOES NOT CHANGE THE POLICY EXCEPT AS SHOWN. Form SS 12 11 04 05 T Page 0 01 ( CONTINUED ON NEXT PAGE) Process Date: 09/25/23 Policy Effective Date: 05/01/23 Policy Expiration Date: 05/01/24 POLICY CHANGE (Continued) Policy Number: 13 SBA TH2148 Policy Change Number: 003 IH12001185 ENDORSEMENT 003 - EFFECTIVE 08/15/2023 Form SS 12 1104 05 T Page 002 Process Date: 09/25/23 Policy Effective Date: 05/01/23 Policy Expiration Date: 05/01/24 POLICY NUMBER: 13 SSA TH2148 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ENDORSEMENT 003 - EFFECTIVE 08/15/2023 ENDORSEMENT 003 EFFECTIVE DATE IS AMENDED TO 08/15/2023 Form IH 12 00 11 85 T SEQ. NO. 008 Printed in U.S.A. Page 00:. Process Date: 09/25/23 Expiration Date: 05/01/24 2/8/24, 8:51 AM Washington State Department of Revenue Washington State Department of Revenue < Business Lookup License Information: New search Back to results Entity name: DEVELOPMENT COUNSELLORS INTERNATIONAL, LTD. Business DEVELOPMENT COUNSELLORS INTERNATIONAL, LTD. name: Entity type: Corporation UBI #: 604-803-971 Business ID: 001 Location ID: 0001 Location: Active Location address: Mailing address: 215 PARK AVE S STE 1403 NEW YORK NY 10003-1628 215 PARK AVE S STE 1403 NEW YORK NY 10003-1628 Excise tax and reseller permit status: Click here Secretary of State status: Click here Governing People May include governing people not registered with Secretary of State Governing people v "itle �i https://secure.dor.w a.gov/gteunauth/—/#3 1 /2 2/8/24, 8:51 AM Washington State Department of Revenue Governing people CURTIN, JULIE LEVINE, ANDREW Title ROPKE, KARYL LEIGH President The Business Lookup information is updated nightly. Search date and time: 2/8/2024 8:51:37 AM Contact us How are we doing? Take our survey! Don't see what you expected? Check if your browser is supported https://secure.dor.w a.gov/gteunauth/—,/*3 2/2 a BUSINESS LICENSE STATE OF WASHINGTON Issue Date: Feb 25, 2022 Unified Business ID #: 604803971 Corporation Business ID #: 001 Location: 0001 DEVELOPMENT COUNSELLORS INTERNATIONAL, LTD. STE1403 215 PARK AVE S NEW YORK NY 10003-1628 UNEMPLOYMENT INSURANCE - ACTIVE INDUSTRIAL INSURANCE - ACTIVE TAX REGISTRATION - ACTIVE LICENSING RESTRICTIONS: Not licensed to hire minors without a Minor Work Permit. This document lists the registrations, endorsements, and licenses authorized for the business —r named above, By accepting this document, the licensee certifies the information on the application � was complete, true, and accurate to the best of his or her knowledge, and that business will be conducted in compliance with all applicable Washington state, county, and city regulations. Director, Department of Revenue STATE OF WASHINGTON UB1:6048039710010001 - o; DEVELOPMENT COUNSELLORS ,UNEMPLOYMENT INSURANCE - INTERNATIONAL, LTD. ACTIVE STE 1403 INDUSTRIAL INSURANCE - ACTIVE 215 PARK AVE S i TAX REGISTRATION - ACTIVE NEW YORK NY 10003-1628 P gaL0002 DETACH THIS SECTION FOR YOUR WALLET Director, Department of Revenue STATE OF NEW YORK DEPARTMENT OF STATE Certificate of Status I, ROBERT J. RODRIGUEZ, Secretary of State of the State of New York and custodian of the records required by law to be filed in my office, do hereby certify that upon a diligent examination of the records of the Department of State, as of the date and time of this certificate, the following entity information is reflected: Entity Name: DOS ID Number: Entity Type: Entity Status: Date of Initial Filing with DOS: Statement Status: Statement Due Date: DEVELOPMENT COUNSELLORS INTERNATIONAL, LTD. 208049 DOMESTIC BUSINESS CORPORATION EXISTING 03/17/1967 RETW 03/31/2025 No information is available from this office regarding the financial condition, business activity or practices of this entity. WITNESS my hand and official seal of the Department of State, at the City of Albany, on April 12, 2023 at 04:24 P.M. ROBERT J. RODRIGUEZ, Secretary of State By Brendan C. Hughes Executive Deputy Secretary of State Authentication Number: 100003303450 To Verify the authenticity of this document you may access the Division of Corporation's Document Authentication Website at httD.1/ecorn dos.ny.Wv 2/13/24. 9:1 B AM Public Inquiry Department of State Division of Corporations Entity Information Return to Kesults Return to Search Entity Details ENTITY NAME: DEVELOPMENT COUNSELLORS INTERNATIONAL, LTD. DOS ID: 208049 FOREIGN LEGAL NAME: FICTITIOUS NAME: ENTITY TYPE: DOMESTIC BUSINESS CORPORATION DURATION DATE/LATEST DATE OF DISSOLUTION: SECTIONOF LAW: - ENTITY STATUS: ACTIVE DATE OF INITIAL DOS FILING: 03/17/1967 REASON FOR STATUS: EFFECTIVE DATE INITIAL FILING: 03/17/1967 INACTIVE DATE: FOREIGN FORMATION DATE: STATEMENT STATUS: CURRENT COUNTY. NEW YORK NEXT STATEMENT DUE DATE: 03/31/2025 JURISDICTION: NEW YORK, UNITED STATES NFP CATEGORY: ENTITY DISPLAY Service of Process on the Secretary of State as Agent n The Post Office address to which the Secretary of State shall mail a copy of any process against the corporation served upon the Secretary of State by personal delivery: Name: DEVELOPMENT COUNSELLORS INTERNATIONAL, LTD. Address: 215 PARK AVE SOUTH, SUITE 1403, SUITE 1403, NEW YORK, NY, UNITED STATES, 10003 Electronic Service of Process on the Secretary of State as agent: Not Permitted Chief Executive Officer's Name and Address Name: ANDREW T LEVINE Address: 215 PARK AVE SOUTH, SUITE 1403, NEW YORK, NY, UNITED STATES, 10003 Principal Executive Office Address Address: 215 PARK AVE SOUTH, SUITE 1403, NEW YORK, NY, UNITED STATES, 10003 Registered Agent Name and Address Name: hflps://apps.dos.ny.gov/publicinquiry/En*Display 1/2 2113/24, 9:1 B AM Address: Public Inquiry Entity Locaiior: blame and Address Name: Address: Farnicorpffa7 Is The Entity A Farm Corporation: NO Sioc4< Inioi rnaiion Share Value iduinh e! Of Value Per Sh-re NO PAR VALUE 200 $0.00000 https://apps.dos:ny.govipublicinquiry/EntityDisplay 212 Last updated 6y KARYL ROPKE on Mar 14, 2023 at 03:56 PM SAM*oor DEVELOPMENT COUNSELLORS INTERNATIONAL, LTD DEVELOPMENT COUNSELLORS INTERNATIONAL, LTD. Unique Entity ID EVB7LJCE9TM5 Registration Status Active Registration Physical Address 215 Park AVE S New York, New York 10003-1603 United States Business Information Doing Business as DEVELOPMENT COUNSELLORS Congressional District New York 12 Registration Dates Activation Date Mar 27, 2023 Entity Dates Entity Start Date Mar 17, 1967 Immediate Owner CAGE (blank) Highest Level Owner CAGE (blank) Executive Compensation CAGE/NCAGE 855U6 Expiration Date Mar 13, 2024 Mailing Address 215 Park AVE S STE 1403 New York, New York 10003-1603 United States Division Name (blank) State / Country of Incorporation New York / United States Submission Date Mar 14, 2023 Fiscal Year End Close Date Dec 31 Legal Business Name (blank) Legal Business Name (blank) Purpose of Registration All Awards Division Number (blank) URL hftps://aboutdci.com/ Initial Registration Date Jul 25, 2018 In your business or organization's preceding completed fiscal year, did your business or organization (the legal entity to which this specific SAM record, represented by a Unique Entity ID, belongs) receive both of the following: 1. 80 percent or more of your annual gross revenues in U.S. federal contracts, subcontracts, loans, grants, subgrants, and/or cooperative agreements and 2. $25,000,000 or more in annual gross revenues from U.S. federal contracts, subcontracts, loans, grants, subgrants, and/or cooperative agreements? No Does the public have access to information about the compensation of the senior executives in your business or organization (the legal entity to which this specific SAM record, represented by a Unique Entity ID, belongs) through periodic reports filed under section 13(a) or 15(d) of the Securities Exchange Act of 1934 (15 U.S.C. 78m(a), 78o(d)) or section 6104 of the Internal Revenue Code of 1986? Not Selected Proceedings Questions Is your business or organization, as represented by the Unique Entity ID on this entity registration, responding to a Federal procurement opportunity that contains the provision at FAR 52.209-7, subject to the clause in FAR 52.209-9 in a current Federal contract, or applying for a Federal grant opportunity which contains the award term and condition described in 2 C.F.R. 200 Appendix XI I? No Does your business or organization, as represented by the Unique Entity ID on this specific SAM record, have current active Federal contracts and/or grants with total value (including any exercised/unexercised options) greater than $10,000,000? Not Selected Within the last five years, had the business or organization (represented by the Unique Entity ID on this specific SAM record) and/or any of its principals, in connection with the award to or performance by the business or organization of a Federal contract or grant, been the subject of a Federal or State (1) criminal proceeding resulting in a conviction or other acknowledgment of fault; (2) civil proceeding resulting in a finding of fault with a monetary fine, penalty, reimbursement, restitution, and/or damages greater than $5,000, or other acknowledgment of fault; and/or (3) administrative proceeding resulting in a finding of fault with either a monetary fine or penalty greater than $5,000 or reimbursement, restitution, or damages greater than $100,000, or other acknowledgment of fault? Not Selected hrtps IlFnru.govknriplEiB7YICE9TMshnrcAuraysratus=acrit¢ Page 1 oj3 Last updated by KARYL ROPKE on Mar 14, 2023 at 03:56 PM DEVELOPMENT COUNSELLORS INTERNATIONAL, LTD. Active Exclusions Records? No SAM Search Autitarization� I authorize my entity's non -sensitive information to be displayed in SAM public search results: Yes Entity Types Business Types Entity Structure Entity Type Organization Factors Corporate Entity (Not Tax Exempt) Business or Organization Subchapter S Corporation Profit Structure For Profit Organization Socio-Economic Types Check the registrant's Reps & Certs, if present, under FAR 52.212-3 or FAR 52.219-1 to determine if the entity is an SBA -certified HUBZone small business concern. Additional small business information may be found in the SBA's Dynamic Small Business Search if the entity completed the SBA supplemental pages during registration. Other Entity Qualifiers Community Development Corporation Flnanclal Information Accepts Credit Card Payments Yes EFT Indicator 0000 Electronic Funds Transfer Account Type Checking Financial Institution CONNECTONE BANK Automated Clearing House Phone (U.S.) 2127250707 Fax (blank) Remittance Address DCI 215 Park AVE S STE 1403 New York, New York 10003 United States Taxpayer Information EI N *` 5303 Tax Year (Most Recent Tax Year) 2021 Address 215 Park Avenue South STE 1403 New York, New York 10003 Points of Contact W Debt Subject To Offset No CAGE Code 655U6 Routing Number '****3944 Account Number *****9352 Email (blank) Type of Tax Applicable Federal Tax Name/Title of Individual Executing Consent President Signature Karyl Leigh Barnes Lock Box Number (blank) Phone (non-U.S.) (blank) Taxpayer Name Development Counsellors International Ltd TIN Consent Date Mar 14,2023 Accounts Receivable POC 0 1. Aug 16, 2023 06: 47:52 PM GMT helps: //sam.gov/entity/EVB7LJCE9TM51coreData?status=Active Page 2 of 3 Last updated by KARYL ROPKE on Mar 14, 2023 at 03:56 PM Karyl Leigh Barnes, President karyl.barnes@aboutdci.com 9175011497 Electronic Business 0 Karyl Leigh Barnes, President Karyl.barnes@aboutdci.com 9175011497 Government Business 0 1. Karyl Leigh Barnes, President Karyl.Barnes@aboutdci.com 9175011497 215 Park AVE S STE 1403 New York, New York 10003 United States 215 Park AVE. South New York, New York 10003 United States DEVELOPMENT COUNSELLORS INTERNATIONAL, LTD, Service Classiffcatlons ' NAICS Codes Primary NAICS Codes NAICS Title Yes 541613 Marketing Consulting Services 541820 Public Relations Agencies Product and Service Codes PSC R422 R499 R699 R701 R706 R708 Size Metrics IGT Size Metrics Annual Revenue (from all IGTs) (blank) PSC Name Support- Professional: Market Research/Public Opinion Support- Professional: Other Support- Administrative: Other Support- Management: Advertising Support- Management: Logistics Support Support- Management: Public Relations Worldwide Annual Receipts (in accordance with 13 CFR 121) Number of Employees (in accordance with 13 CFR 121) $15,000,000.00 88 Location Annual Receipts (in accordance with 13 CFR 121) Number of Employees (in accordance with 13 CFR 121) (blank) (blank) Industry -Specific Barrels Capacity Megawatt Hours Total Assets (blank) (blank) (blank) Electronic Data Interchange (EDI) information This entity did not enter the EDI information Disaster Response This entity does not appear in the disaster response registry. Aug 16, 2023 06:47:52 PM GMT https://sam,gov/entity/EVB7LJCE9TM51coreData?sta(us=Active Page 3 oj3