AG 15-20611
RETURN TO:
EXT:
CITY OF FEDERAL WAY LAW DEPARTMENT ROUTING FORM
1. ORIGINATING DEPT./DIV: M Ql \o('S OT ]ee.
2. ORIGINATING STAFF PERSON: 5rian Uv 11 so
4. TYPE OF DOCUMENT (CHECK ONE):
❑ CONTRACTOR SELECTION DOCUMENT (E.
❑ PUBLIC WORKS CONTRACT
,PROFESSIONAL SERVICE AGREEMENT
❑ GOODS AND SERVICE AGREEMENT
❑ REAL ESTATE DOCUMENT
❑ ORDINANCE
❑ CONTRACT AMENDMENT (AG #):
❑ OTHER
EXT: 3. DATE REQ. BY:
G, RFB, RFP, RFQ)
❑ SMALL OR LIMITED PUBLIC WORKS CONTRACT
❑ MAINTENANCE AGREEMENT
❑ HUMAN SERVICES / CDBG
❑ SECURITY DOCUMENT (E.G. BOND RELATED DOCUMENTS)
❑ RESOLUTION
❑ 1NTERLOCAL
5. PROJECT NAME: h 4 liCaton NeLiS Assessment
6. NAME OF CONTRACTOR: Mar OQ TIYY ,rlC. Gt
ADDRESS: 00 .splAvNadf Nay S u v k - P 210 TELEPHONE O(?[ 9"?? I
E -MAIL: Y-1-inornQb0401tavne •. cow1 FAX: 8S0- 3$S -'-!SOI
SIGNATURE NAME: TITLE
7. EXHIBITS AND ATTACHMENTS: ❑ SCOPE, WORK OR SERVICES ❑ COMPENSATION ❑ INSURANCE REQUIREMENTS /CERTIFICATE ❑ ALL
OTHER REFERENCED EXHIBITS ❑ PROOF OF AUTHORITY TO SIGN ❑ REQUIRED LICENSES ❑ PRIOR CONTRACT /AMENDMENTS
8. TERM: COMMENCEMENT DATE:
COMPLETION DATE: 2 I I l l L.0
9. TOTAL COMPENSATION $ 1 S K (INCLUDE EXPENSES AND SALES TAX, IF ANY)
(IF CALCULATED ON HOURLY LABOR CHARGE - ATTACH SCHEDULES OF EMPLOYEES TITLES AND HOLIDAY RATES)
REIMBURSABLE EXPENSE: ❑ YES ❑ NO IF YES, MAXIMUM DOLLAR AMOUNT: $
IS SALES TAX OWED ❑ YES ❑ NO IF YES, $ PAID BY ❑ CONTRACTOR ❑
CITY
PURCHASING: PLEASE CHARGE TO: -0 / 3g. Moo -W O 7 s 13-'/0 ` 9%0
10. DOCUMENT /CONTRACT REVIEW INITIAL / DATE REVIEWED INITIAL / DATE APPROVED
❑ PROJECT MANAGER
,K. SR CYwfc oC t-K
❑ RISK MANAGEMENT (IF APPLICABLE)
,< LAW
p (0-1.15-
11. COUNCIL APPROVAL (IF APPLICABLE) COMMITTEE APPROVAL DATE: COUNCIL APPROVAL DATE:
12. CONTRACT SIGNATURE ROUTING
❑ SENT TO VENDOR/CONTRACTOR DATE SENT: DATE REC'D:
❑ ATTACH: SIGNATURE AUTHORITY, INSURANCE CERTIFICATE, LICENSES, EXHIBITS
FLAW DEPARTMENT
V CHIEF OF STAFF J3. 4
A SIGNATORY (MAYOR OR DIRECTOR)
IK CITY CLERK
XASSIGNED AG# AG# 15-200
SIGNED COPY RETURNED DATE SENT: /0/$//5
INITIAL / DATE SIGNED
!0.8.3
COMMENTS:
11/9
cttr os
Federal Way
CITY HALL
33325 8th Avenue South
Federal Way, WA 98003 -6325
(253) 835 -7000
www.cityofrederalway.com
PROFESSIONAL SERVICES AGREEMENT
FOR
HIGHER EDUCATION NEEDS ASSESSMENT
This Professional Services Agreement ( "Agreement ") is made between the City of Federal Way, a Washington municipal
corporation ( "City "), and MGT of America, Inc., a Florida 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:
MGT OF AMERICA, INC.:
R. Raymond Thompson, Ph.D.
3800 Esplanade Way, Suite 210
Tallahassee, FL 32311
(850) 386 -3191 (telephone)
(850) 385 -4501 (facsimile)
rthompso @mgtamer.com
The Parties agree as follows:
CITY OF FEDERAL WAY:
Brian Wilson, Chief of Staff
33325 8th Avenue South
Federal Way, WA 98003 -6325
(253) 835 -2402 (telephone)
(253) 835 -2409 (facsimile)
jim.ferrell@cityoffederalway.com
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 December 31, 2016 ( "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 or the 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 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 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.
PROFESSIONAL SERVICES AGREEMENT 1 1/2015
QTY OF
Federal Way
CITY HALL
33325 8th Avenue South
Federal Way, WA 98003 -6325
(253) 835 -7000
www.cityoffederalway.com
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 Non - 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 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:
PROFESSIONAL SERVICES AGREEMENT - 2 - 1/2015
can os
44**■■ Federal Way
CITY HALL
33325 8th Avenue South
Federal Way, WA 98003 -6325
(253) 835 -7000
www.cityoffederalway.com
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
$1,000,000 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 limits 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 $1,000,000 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.
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.
PROFESSIONAL SERVICES AGREEMENT - 3 1/2015
CITY OF
Federal Way
CITY HALL
33325 8th Avenue South
Federal Way, WA 98003 -6325
(253) 835 -7000
www.cityoffederalway.com
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 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
PROFESSIONAL SERVICES AGREEMENT - 4 - 1/2015
arr or
Federal Way
CITY HALL
33325 8th Avenue South
Federal Way, WA 98003 -6325
(253) 835 -7000
www. cityoffederalway com
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 of 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 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.
[Signature page follows]
PROFESSIONAL SERVICES AGREEMENT - 5 - 1/2015
QTY OF
Federal Way
CITY HALL
33325 8th Avenue South
Federal Way, WA 98003 -6325
(253) 835 -7000
www. cityoffederatway com
IN WITNESS, the Parties execute this Agreement below, effective the last date written below.
CITY OF FEDERAL WAY
DATE: / 0 d
/ 05
MGT OF AMERICA, INC.
By:
Printed Name: FRED SEAMON
Title: EXECUTIVE VICE PRESIDENT
DATE: 10/05/2015
STATE OF FLORIDA )
) ss.
COUNTY OF LEON )
ATTEST:
fl
1 lerk, Stephanie Courtne
APPROVED AS TO FORM:
a- eitt4dRilf
City Att y, Amy Jo Pearsall
On this day personally appeared before me Fred Seamon , to me known to be the Executive Vice
President of MGT of America, Inc. that executed the 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 /she was authorized to execute said instrument and that the seal affixed, if
any, is the corporate seal of said corporation.
GIVEN my hand and official seal this 5th
day of October , 2015.
Notary's signature
otary's printed name Rebecca Kuba
Notary Public in and for the State of Washington.
My commission expires & / 6// $
PROFESSIONAL SERVICES AGREEMENT 6 - 1/2015
CIT OF
Federal Y Way
CITY HALL
33325 8th Avenue South
Federal Way, WA 98003 -6325
(253) 835 -7000
WWW. Gtyoffederalway cols
EXHIBIT A
SERVICES
The Contractor shall conduct a higher education needs assessment study for the City of Federal Way as outlined
in the Work Plan below:
Task 1.0 Conduct Initial Meeting with City Officials
Activity:
1.1 Meet via phone /video conferencing with the City Project Officer and other key representatives to review
objectives of the needs assessment study and confirm the market area /regional geography to be included in the
research, target groups for input purposes, and project time line.
City Responsibility:
► Schedule initial project start -up meeting between City project representatives and MGT; provide prior research
reports, strategic planning documents, market data related to the City, and key local contacts; and review and
approve revised work plan and time lines, as necessary.
MGT Deliverable:
► Meeting participation, revised work plan, and project schedule.
Task 2.0 Analyze Market Data, Program Inventories, and Related Information
Activities:
2.1 Compile and examine market area population demographic, educational, and economic trends, including higher
education attainment and participation rates by level.
2.2 Identify economic, employment, and occupational outlook trends that may impact potential postsecondary
educational needs and participation in the City and across the designated region.
2.3 Review list of current postsecondary education providers serving the region and related undergraduate
and graduate level program inventories available locally.
2.4 Identify gaps in the program inventory related to initial identification of program needs and market
demographics.
City Responsibility:
► Review and comment on gap summary.
MGT Deliverable:
► Summation of market profile and needs, education providers, and programming to identify initial needs and gaps.
Task 3.0 Conduct Interview with Community Leaders and Major Employer Across the Region
Activities:
2.1 Develop structured interview guides in collaboration with the City Project Officer.
2.2 Obtain from local officials a list of major employers within the City of Federal Way and surrounding areas that
require employee skill levels usually associated with the pursuit of higher education.
2.3 Obtain from local officials a list of key community leaders as well as other external stakeholders to be considered
for qualitative interviews.
PROFESSIONAL SERVICES AGREEMENT 7 1/2015
CITY F
O
Federal Way
CITY HALL
33325 8th Avenue South
Federal Way, WA 98003 -6325
(253) 835 -7000
www. cityoffederalway. com
2.4 Prepare, in cooperation with the City Project Officer, a letter for community and business leaders
introducing the study and requesting their participation.
2.5 With assistance from City and local officials, conduct 25 to 35 interviews across the region. Qualitative
interviews with key stakeholders will be conducted in person and by telephone, as appropriate.
2.6 Prepare summary findings from the interviews, including identification of perceived programs of need, applicable
delivery mechanisms, scheduling preferences, barriers, and potential stakeholder concerns and issues that must
be addressed in order to meet program and access needs.
City Responsibilities:
► Review and provide comments on draft structured interview guides.
► Assist MGT in compiling a list of community leaders and major employers and contact information for qualitative
interviews across the region.
► Provide a cover letter /notice to facilitate contacting employers and scheduling interviews.
► Encourage interview participation by local contacts.
MGT Deliverables:
► Two separate structured interview guides to be used, respectively, with: (1) major employers and (2) community
leaders and other stakeholders.
► List of attempted and completed interviews.
► List of perceived needs for educational programs, preferences for mode of delivery and scheduling, and major
issues or concerns expressed related to meeting the need for baccalaureate and graduate degree programs
locally.
Task 4.0 Conduct Survey of Employers Across the Region
Activities:
2.1 Develop an employer survey instrument (web- based /electronic), in collaboration with the City Project Officer, to
assess the regional needs for higher education programs, according to program levels, numbers of employees
who might be in need, and barriers to participation.
2.2 Work with the City Project Officer to identify and select a representative sample of local employers. Selected
employers should represent a cross - section of targeted industry sectors and peripheral market geographies
adjacent to the City of Federal Way. The outbound sample should not exceed 200 firms (n =200).
2.3 Conduct the survey of area employers, including the initial request to participate as well as one or two reminder
notices to survey recipients, if necessary, to increase response rate.
2.4 Conduct analysis of quantitative survey data and prepare a matrix of findings from the survey, including a
summary of preferred higher education programs by level and program concentration.
City Responsibilities:
► Provide cover letter, and review and approve final employer survey instrument.
► Encourage survey participation by local contacts.
MGT Deliverables:
► Survey questionnaire for area employers likely to require postsecondary training.
► For web -based survey, provide programming and secure server access.
PROFESSIONAL SERVICES AGREEMENT 8 1/2015
CITY oc
Federal Way
CITY HALL
33325 8th Avenue South
Federal Way, WA 98003 -6325
(253) 835 -7000
www.cityoffederalway.com
► Summary tables of quantitative section of the survey, summary of preferred higher education programs, and
preliminary interest by program type, degree level, and relative industry sector.
Task 5.0 Identify Program Needs and Develop Demand Estimates
Activities:
2.1 Consolidate market research (qualitative and quantitative) data on needs, current and future occupational outlook
estimates, existing program inventories, population characteristics, and other factors that may increase or depress
the potential demand for specific training and degree programs in the surveyed market area.
2.2 From survey and interview research, identify need and opportunities for new programs as well as existing
program expansion or change.
2.3 Based on levels of interest and other key indicators and factors, calculate estimated program demand for major
programs needed by level.
2.4 Identify an initial list of program opportunities to respond to the reported interests, needs, preferences,
conditions, and competition.
City Responsibility:
► Review and comment on draft MGT deliverables.
MGT Deliverables:
► List of issues and concerns of key stakeholders and target audiences.
► List of programs for potential offerings that reflect expressed demand.
► Demand estimates by level.
Task 6.0 Report Findings of the Needs Assessment
Activities:
2.1 Prepare a report of the study methodology and findings and supporting data identifying needs and potential
demand for new or expanded academic degrees and programs locally.
2.2 Develop a list of potential new or expanded programs by level for City to consider to address identified needs.
2.3 Following review of the draft report by City representatives, make revisions and edits as appropriate and
deemed necessary.
2.4 Deliver the final report of the Needs Assessment to the City Project Officer.
2.5 Make an on -site presentation of study findings (OPTIONAL — not included in proposed budget).
City Responsibility:
► Review and comment on draft report.
MGT Deliverables:
► An electronic file (PDF) of the final report of the Needs Assessment.
► On -site presentation (OPTIONAL — not included in proposed budget).
PROFESSIONAL SERVICES AGREEMENT - 9 - 1/2015
CITY OF
Federal Way
EXHIBIT B
COMPENSATION
CITY HALL
33325 8th Avenue South
Federal Way, WA 98003 -6325
(253) 835 -7000
www. crtyoffederahvay com
Total Compensation: In return for the Services, the City shall pay the Contractor an amount not to exceed
Seventy -Five Thousand and No /100 Dollars ($75,000.00) calculated on the proposed costs for the six -task work
plan as shown in the project budget below:
COSTS
HIGHER EDUCATION NEEDS ASSESSMENT
CITY OF FEDERAL WAY
1.0 Conduct Initial Meeting with City Officials
$3,290
$0
$50
$3,340
2 0 Analyze Market Data, Program Inventories & Related
Information
$10,600
$0
$500
$11,100
3.0 Conduct Interviews with Community Leaders and Major
Employers Across the Region
$22,820
$3,395
$100
$26,315
4.0 Conduct Survey of Employers Across the Region
$7,990
$0
$600
$8,590
5.0 Identify Program Needs & Develop Demand Estimates
$8,100
$0
$50
$8,150
6.0 Report Findings of the Needs Assessment*
TOTAL COST FOR TASKS 1 -6
$12,970
$65,770
$0
$3,395
$150
$1,450
$13,120
570,615
* Does not include professional fees and expenses for an on -site presentation of study findings.
PROFESSIONAL SERVICES AGREEMENT
- 10 - 1/2015
Corporations: Registration Detail
MGT OF AMERICA, INC.
UBI Number
Category
Profit/Nonprofit
Active /Inactive
State Of Incorporation
WA Filing Date
Expiration Date
Inactive Date
Duration
Registered Agent Information
Agent Name
Address
City
State
ZIP
Special Address Information
Address
City
State
Zip
601126683
REG
Profit
Active
FL
03/19/2013
03/31/2016
Perpetual
ED HUMBLE
1420 MARVIN RD NE STE C
LACEY
WA
985163878
GDUerrtlrgPersons
Title Name
Chairman '.. SEAMON, FRED
President
Vice President
Secretary
Treasurer
TRAVIESA , TREY
SEAMON, FRED
HUMBLE, ED
MANDERS , STEVE
Address
3800 ESPLANADE WAY #210
TALLAHASSEE , FL 32311
3800 ESPLANADE WAY #210
TALLAHASSEE , FL 32311
3800 ESPLANADE WAY #210
TALLAHASSEE , FL 32311
4317 6TH AVE SE STE 201
OLYMPIA, WA 985031019
3800 ESPLANADE WAY #210
TALLAHASSEE, FL 32311
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