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AG 16-0101 RETURN TO: rel / / y, EXT: �'I / X a 9 0 CITY OF FEDERAL WAY LAW DEPARTMENT ROUTING FORM 1. ORIGINATING DEPT./DIV: !)AD 2. ORIGINATING STAFF PERSON71 \O/( 4. TYPE OF DOCUMENT (CHECK ONE): ❑ CONTRACTOR SELECTION DOCUMENT (E.G., RFB, RFP, RFQ) ❑ SMALL OR LIMITED PUBLIC WORKS CONTRACT ❑ MAINTENANCE AGREEMENT ❑ HUMAN SERVICES / CDBG ❑ SECURITY DOCUMENT (E.G. BOND RELATED DOCUMENTS) ❑ PUBLIC WORKS CONTRACT loPROFESSIONAL SERVICE AGREEMENT GOODS AND SERVICE AGREEMENT ❑ REAL ESTATE DOCUMENT ❑ ORDINANCE ❑ RESOLUTION ❑ CONTRACT AMENDMENT (AG #): ❑ INTERLOCAL ❑ OTHER EXT: _( 3. DATE REQ. BY: CX1441 het. 5. PROJECT NAME:I Wi 6. NAME OF CONTRACTOR: ADDRESS: IV(?) E -MAIL: vv\.0∎ A-qt. SIGNATURE NAME: TELEPHONE IfAfi--- CbAbLl4U ,C,iJv` FAX: TITLE 7. EXHIBITS AND ATTACHMENTS: ❑ SCOPE, WORK OR SERVICES ❑ COMPENSATION ❑ INSURANCE REQUIREMENTS /CERTIFICATE ❑ ALL ❑ PROOF OF AUTHORITY TO SIGN ❑ REQUIRED LICENSES ❑ PRIOR CONTRACT /AMENDMENTS OTHER REFERENCED EXHIBITS 8. TERM: COMMENCEMENT DATE: I II 169 9. TOTAL COMPENSATION $ • A5-66- (IF CALCULATED ON HOURLY LABOR CHARGE - ATTACH S HEDULES OF EMPLOYEES TITLES S ❑ NO IF YES, MAXIMUM DOLLAR AMOUNT: $ COMPLETION DATE: REIMBURSABLE EXPENSE: (INCLUDE EXPENSES AND SALES TAX, IF ANY) HOLIDAY RATES) IS SALES TAX OWED ❑ YES ❑ NO IF YES, $ PAID BY: ❑ CONTRACTOR ❑ CITY ik PURCHASING: PLEASE CHARGE TO: 10. DOCUMENT /CONTRACT REVIEW ❑ PROJECT MANAGER DIRECTOR RISK MANAGEMENT (IF APPLICABLE) ❑ LAW 11. COUNCIL APPROVAL (IF APPLICABLE) 12. CONTRACT SIGNATURE ROUTING ❑ SENT TO VENDOR/CONTRACTOR QAf - aA9) 115- 5800 - It5 -558- 2-o- yip INITIAL / DATE REVIEWED INITIAL / DATE APPROVED 7QC-- s2I73.1/s COMMITTEE APPROVAL DATE: DATE SENT: hA COUNCIL APPROVAL DATE: DATEREC'D: ( /I( 1(l0 ❑ ATTACH: SIGNATURE AUTHORITY, INSURANCE CERTIFICATE, LICENSES, EXHIBITS INITIAL / DATE SIGNED LAW DEPARTMENT CHIEF OF STAFF X SIGNATORY (MAYOR OR DIRECTOR) CITY CLERK ASSIGNED AG# SIGNED COPY RETURNED( COMMENTS: /Vir/1/X7 / G# /(o -0 /d /11'101L, DATE SENT: f - /5 -/(a 11/9 Federal Way CITY HALL 33325 8th Avenue South Federal Way, WA 98003 -6325 (253) 835 -7000 www cityoffederalway com PROFESSIONAL SERVICES AGREEMENT FOR BUSINESS PLAN FOR NATIVE AMERICAN CULINARY INSTITUTE This Professional Services Agreement ( "Agreement ") is made between the City of Federal Way, a Washington municipal corporation ( "City "), and Simon Siegl d.b.a. CoEfficient Consulting, a sole proprietor ( "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: SIMON SIEGL: Simon Siegl, Principal 1818 Bigelow Ave. N, Suite 203, Seattle, WA 206.660.9738 (telephone) simon @coefficient - consulting.com CITY OF FEDERAL WAY: Theresa Yvonne, Executive Director Performing Arts & Event Center 33325 8th Avenue South Federal Way, WA 98003 -6325 (253) 835 -2414 (telephone) (253) 835 -2409 (facsimile) theresa .yvonne@cityoffederalway.com The Parties agree as follows: 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 May 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(s) for the Term. Except as otherwise provided in Exhibit 13, 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 CITY OF .1.,.;, Federal Way CITY HALL 33325 8th Avenue South Federal Way, WA 98003 -6325 (253) 835 -7000 www cityoffederalway corn 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. PROFESSIONAL SERVICES AGREEMENT 2 1/2015 CITY OF Federal Way CITY HALL 33325 8th Avenue South Federal Way. WA 98003 -6325 (253) 835 -7000 www cityoffederalway com 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 $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, C ntractor shall provide certificates of insurance for all commercial general liability policies attached hereto as Exhibit -Wind 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. CoEfficient Consulting recognizes the City to be the rightful owner of all materials selected for use in developing the work product. Any content not accepted into the plan remains the property of CoEfficient Consulting and may be used in the future for other projects. The City grants CoEfficient Consulting permission to display images of final materials in CoEfficient Consulting's and Linda Pal Chauncey's work portfolio and web site. PROFESSIONAL SERVICES AGREEMENT 3 1/2015 Federal Way CITY HALL 33325 8th Avenue South Federal Way. WA 98003 -6325 (253) 835 -7000 wivw cityoffederalway com 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 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 PROFESSIONAL SERVICES AGREEMENT - 4 - 1/2015 ANN,- Federal Way CITY HALL 33325 8th Avenue South Federal Way, WA 98003 -6325 (253) 835 -7000 www cityoffederalway con) 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 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 Vecleral Way CITY HALL 33325 8th Avenue South Federal Way. WA 98003 -6325 (253) 835 -7000 www crtyoffederalway corn IN WITNESS, the Parties execute this Agreement below, effective the last date written below. CITY OF FEDERAL WAY Jim Ffell, Mayor DATE: //SA Simon Siegl d.b.a. C Efficient Consulting By: Printed Name: Title: DATE: .S/1467/1/ � .ri.,cc-/r11 (-- J71/1/ ? 20�� STATE OF WASHINGTON ) ) ss. ATTEST: lerk, Stephanie Co CMC APPROVED AS TO FORM: 3 CJk City Attorney, Amy Jo Pearsall COUNTY OF KING ) On this day personally appeared before me, 51 tv „,„ s i e ( , to me known to be the individual described in and who executed the foregoi4 instrument, and on oath swore that he /she /they executed the foregoing instrument as his/her /their free and voluntary act and deed for the uses and purposes therein mentioned. GIVEN my hand and official seal this Notary's Notary's Notary Public State of Washington JESSICA CLAYBERN My Appointment Expires Oct 14, 2019 day of 3..A4A.o„rv� signature Ada ber,i printed name TeSS i ca �J CAA.A 6, 4 Notary Public in and fol. the Sate Qf Washington. My commission expires to /le / i , 2010. PROFESSIONAL SERVICES AGREEMENT 6 1/2015 Federal Way EXHIBIT A SERVICES Business Plan for Native American Culinary Institute: CITY HALL 33325 8th Avenue South Federal Way, WA 98003 -6325 (253) 835 -7000 www cityoffederalway com In response to the City's need to put flesh and considerable content onto their concept, CoEfficient Consulting will research and produce a comprehensive business plan for the Native American Culinary Arts Institute. The plan will be designed as a strategic planning tool that will look forward five years and serve as an operating manual for the launch and full development of the Institute. It will include benchmarks for evaluation of progress and growth to reach full operating strength. The business plan will consist of an executive summary, a complete description of the development and operation of the Institute, and a full financial forecast. The plan will utilize existing materials and research new sources to describe how students would matriculate through the program, including curriculum modeling and schedules, faculty and administrative structure, facility needs and supporting resources. The Business Plan narrative will address the agreed upon elements of the outline of needs provided by the City, attached as Exhibit C. Traditional Business Plan elements such as industry analysis, review of competition and marketing strategies will be summarized while operational and personnel requirements, legal and regulatory environment, development plans, and the financial pro forma will be addressed in detail. In addition, the plan will emphasize points of distinction, potential program extensions and inter - connections with the larger Federal Way Center, and opportunities for extracurricular student support during and following their studies. The Pro Forma will consist of a series of linked spreadsheets that represent the financial aspects of the program. It will estimate financial feasibility by identifying costs, recommending tuition revenues and other sources of support required to execute plans for the Institute. Significant curriculum- driven cost centers to be analyzed include faculty and other personnel, facility and teaching equipment requirements, food sources and other consumables. Duties to be Performed: Phase One: The scope of the project as indicated by the business plan outline (Exhibit C) made available in advance is significant. Still, there are many unknowns that could have major impacts on fundamental elements and assumptions of the Business Plan and Pro Forma. The Contractor will review and clarify with project leaders and key stakeholders what parameters are in place and contemplated. The Contractor will then prepare a brief report of how those parameters affect possible outcomes of the project. The Contractor expects this pre - planning review to require two weeks. The Contractor will then prepare a brief report of initial findings and recommendations, which will be reviewed with the City and Muckleshoot Tribal Leaders to establish agreement on how to best move forward on these refined outcomes before developing the main Business Plan and Pro Forma. Phase Two: Development of the Draft Business Plan and Pro Forma. The Contractor will conduct interviews of Federal Way staff, Muckleshoot and other tribal representatives, and professionals in culinary arts and education including the Institute of American Indian Arts in Santa Fe, New Mexico. The Contractor will gather further information through secondary research sources. The Contractor expects that writing the first draft plan and quantifying the pro forma will take ten weeks following completion of Phase One. At that time the Contractor will meet and discuss the primary findings with Theresa Yvonne, Executive Director before finalizing and presenting the first draft of the plan. Phase Three: Presentation of the Business Plan and Pro Forma One week after receiving the client's review and comments of the First Draft, the final Business Plan and Pro Forma will be presented in electronic form as open Word and Excel documents and, if desired, hard copy. Other deliverables include a roster of professionals interviewed for the plan, research source citations and a roster of supplier sources to further develop the project. PROFESSIONAL SERVICES AGREEMENT 7 1/2015 Vecleral Way CITY HALL 33325 8th Avenue South Federal Way. WA 98003 -6325 (253) 835 -7000 www cityoffederalway corn EXHIBIT B COMPENSATION 1. Total Compensation: In return for the Services, the City shall pay the Contractor an amount not to exceed Twenty -One Thousand and Five Hundred Dollars ($18,500.00) 2. Method of Compensation: Fixed Price, taxes included. 3. Payment Schedule: One -third ($6,000.00) to be paid upon signing, one third upon presentation of the draft plan and one third upon presentation of the final draft. 3. Reimbursable Expenses. The actual customary and incidental expenses incurred by Contractor in performing the Services including travel & related per diem, supplies, postage and shipping and other reasonable costs; provided, however, that such costs shall be deemed reasonable in the City's sole discretion and shall not exceed Five Hundred and 00 /100 Dollars ($500.00). Such expenses shall be invoiced and paid monthly. Supporting receipts will be provided. PROFESSIONAL SERVICES AGREEMENT 8 1/2015 CIiY OF .t Federal Way EXHIBIT C OUTLINE OF BUSINESS PLAN I. General Business Description CITY HALL 33325 8th Avenue South Federal Way. WA 98003 -6325 (253) 835 -7000 www cityoffederalway corn A. Vision Statement B. Mission Statement C. Institute's goals and objectives D. Our Philosophy E. Whom we will serve F. Describe the Industry Our place in the industry, how we differentiate ourselves from others G. The Culinary Institute's potential Strengths, Weaknesses, Opportunities and Threats. What factors will make the institute succeed; background skills and experiences needed for this new venture. H. Recommended Legal Form of Ownership: Corporation, Limited Liability Corporation, Non -Profit Interaction with the PAEC: Separate organization and tenant; Part of the PAEC; II. Products or Services A. Types of services to be provided (certificates and degrees) B. Factors that give the institute a competitive advantage such as level of quality, uniqueness, proprietary features, accreditation C. What is the cost of tuition? M. Marketing Plan A. Secondary Research on published data on Culinary Arts Growth or Decline B. Products i. Products or Services • Describe Customer and Student Perspective ii. Features and Benefits • Education that leads to employment • Reduction of under - employment and unemployment • Employment pipeline for Native American Resorts and Facilities C. Customers - Students i. Identify Target Customers (students) and their general characteristics D. Competition i. Culinary Arts Institutes ii. Types of Competition, (Public and Private Sectors) iii. Competitive Analysis • Price • Sales Methods E. Niche i. Describe our niche of the Market F. Strategy PROFESSIONAL SERVICES AGREEMENT 9 1/2015 CITY OF � Federal Way Outline a Market Strategy consistent with our Niche • Culinary Arts Institute o Tuition o Promotion IV. Operational Plan CITY HALL 33325 8th Avenue South Federal Way, WA 98003 -6325 (253) 835 -7000 www. cityoffederalway com A. Explain Operations of Institute, i.e. its location, equipment, people and processes • Education • Accreditation • Instructors • Administration • Location • Amount of Space B. Legal Environment • Licensing and bonding • Permits • Health, workplace or environmental regulations • Special regulations covering culinary arts • Zoning or building code requirements • Insurance coverage • Trademarks, copyrights or patents C. Personnel • Number of employees o School • Administration Type of employees or adjunct staff • Pay Structure • Training methods and requirements • Identified Tasks and responsibilities • Curriculum modeling • Job Descriptions D. Suppliers • Food Service • Educational Services V. Management and Organization A. Management of day -to -day operations B. Experience of personnel C. Special Competencies D. Organizational Chart E. Professional and Advisory Support i. Board of Directors ii. Management Advisory or Technical Board iii. Attorney iv. Accountant v. Insurance Agent vi. Banker vii. Consultant\Mentor & Key Advisors PROFESSIONAL SERVICES AGREEMENT - 10 - 1/2015 GTY OF Federal Way VI. Startup Expenses and Capitalization A. Research on costs B. Forecasts C. Raising Capital D. Contingencies E. Opening Day Balance Sheet VII. Executive Summary PROFESSIONAL SERVICES AGREEMENT CITY HALL 33325 8th Avenue South Federal Way, WA 98003 -6325 (253) 835 -7000 www cityoffederalway corn - 11 - 1/2015 ,4c D CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYV) DA01/07/2016 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 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 Hiscox Inc 520 Madison Avenue 32nd Floor New York, NY 10022 CONTACT NAME: PHONE (888) 202 -3007 (A/c, FAX No, Ext): (A/C, No): E -MAIL ADDRESS: contact@hiscox.com INSURER(S) AFFORDING COVERAGE NAIC # INSURER A : Hiscox Insurance Company Inc 10200 INSURED CoEfficient Consulting 1818 Bigelow Ave N Unit 203 Seattle WA 98109 INSURER B : INSURER C : INSURER D : $ INSURER E : $ INSURER F : COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: 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. INSR LTR TYPE OF INSURANCE ADDL INSD SUBR WVD POLICY NUMBER POLICY EFF (MM /DD/YYYY) POLICY EXP (MM /DD/YYYY) LIMITS COMMERCIAL. GENERAL LIABILITY EACH OCCURRENCE $ PR SES S (RENTED PREEMIMI E (Ea occurrence) $ CLAIMS -MADE i J OCCUR MED EXP (Any one person) $ GE PERSONAL & ADV INJURY $ 3GREGATE LIMIT APPLIES PER .ICY 1 PRO _ I 1 LO JECT C iER: GENERAL AGGREGATE $ PRODUCTS - COMP /OP AGG $ AUTOMOBILE LIABILITY ANY AUTO ALL OWNED AUTOS HIRED AUTOS SCHEDULED AUTOS NON -OWNED AUTOS COMBINED SINGLE LIMIT (Ea accident) $ BODILY INJURY (Per person) $ BODILY INJURY (Per accident) $ PROPERTY DAMAGE (Per accident) $ $ UMBRELLA LIAB EXCESS LIAB OCCUR CLAIMS -MADE EACH OCCURRENCE $ AGGREGATE $ $ DED RETENTION $ WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANYP ROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below Y / N N / A PER STATUTE OTHER E.L. EACH ACCIDENT $ E.L. DISEASE - EA EMPLOYEE E.L. DISEASE - POLICY LIMIT $ A Professional Liability Y UDC - 1680996 -EO -16 01/07/2016 01/07/2017 Each Claim: $ 1,000,000 Aggregate: $ 2,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) City of Federal Way, Washington is an additional insured, subject to policy terms and conditions. CERTIFICATE HOLDER CANCELLATION City of Federal Way, Washington 33325 8th Avenue South Federal Way, WA 98003 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE ACORD 25 (2014/01) ©1988 -2014 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD