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HomeMy WebLinkAboutC15-090 Franklin Covey Sales, Inc. AGREEMENT FOR PROFESSIONAL SERVICES BETWEEN EAGLE COUNTY,COLORADO AND FRANKLIN COVEY CLIENT SALES,INC. THIS AGREEMENT("Agreement")executed this-r)--day of February,2015,and effective as of the 12th day of January,2015,by and between Franklin Covey Client Sales,Inc.,a Utah corporation whose address is 2200 West Parkway Blvd., Salt Lake City,Utah 84119 (hereinafter"Consultant"or "Contractor")and Eagle County, Colorado, a body corporate and politic(hereinafter"County"). WHEREAS,County desires to hire Consultant to facilitate Leading with the Speed of Trust and Working with the Speed of Trust workshops and subsequent follow-up to effectively measure culture change(the "Project")and the Project will be conducted at the County building located at 500 Broadway,Eagle, Colorado(the"Property"); and WHEREAS,Consultant is authorized to do business in the State of Colorado and has the time, skill, expertise,and experience necessary to provide the Services as defined below in paragraph 1 hereof;and WHEREAS,this Agreement shall govern the relationship between Consultant and County in connection with the Services. AGREEMENT NOW,THEREFORE, in consideration of the foregoing and the following promises Consultant and County agree as follows: 1. Services. Consultant agrees to diligently provide all services,labor,personnel and materials necessary to perform and complete the services described in Exhibit A("Services")which is attached hereto and incorporated herein by reference. The Services shall be performed in accordance with the provisions and conditions of this Agreement. a. Consultant agrees to furnish the Services no later than December 31,2015,and in accordance with the schedule established in Exhibit A. If no completion date is specified in Exhibit A, then Consultant agrees to furnish the Services in a timely and expeditious manner consistent with the applicable standard of care. By signing below Consultant represents that it has the expertise and personnel necessary to properly and timely perform the Services. b. In the event of any conflict or inconsistency between the terms and conditions set forth in Exhibit A and the terms and conditions set forth in this Agreement,the terms and conditions set forth in this Agreement shall prevail. c. Consultant agrees that it will not enter into any consulting or other arrangements with third parties that will conflict in any manner with the Services. 2. County's Representative. The Human Resource Department's designee shall be Consultant's contact with respect to this Agreement and performance of the Services. 3. 1 Term of the Agreement. This Agreement shall commence upon the 12th day of January,2015, and subject to the provisions of paragraph 12 hereof,shall continue in full force and effect through the 31st ofecember,2015. 4. Extension or Modification. This Agreement may not be amended or supplemented,nor may any obligations hereunder be waived, except by agreement signed by both parties.No additional services or work performed by Consultant shall be the basis for additional compensation unless and until Consultant has obtained written authorization and acknowledgement by County for such additional services in accordance with County's internal policies. Accordingly,no course of conduct or dealings between the parties,nor verbal change orders, express or implied acceptance of alterations or additions to the Services, and no'claim that County has been unjustly enriched by any additional services,whether or not there is in fact any such unjust enrichment,shall be the basis of any increase in the compensation payable hereunder. In the event that written authorization and acknowledgment by County for such additional services is not timely executed and issued in strict accordance with this Agreement, Consultant's rights with respect to such a ditional services shall be deemed waived and such failure shall result in non-payment for such additio a1 services or work performed. 5. Compensation. County shall compensate Consultant for the performance of the Services in a sum compu ed and payable as set forth in Exhibit A. The performance of the Services under this Agreement shall n t exceed$20,000. Consultant shall not be entitled to bill at overtime and/or double time rates for work done outside of normal business hours unless specifically authorized in writing by County. a. Payment will be made for Services satisfactorily performed within thirty(30)days of receipt Hof a proper and accurate invoice from Consultant. All invoices shall include detail regarding the hours spent,tasks performed,who performed each task and such other detail as County may request. b. Any out-of-pocket expenses to be incurred by Consultant and reimbursed by County shall be identified on Exhibit A. Out-of-pocket expenses will be reimbursed without any additional mark-up thereo and are included in the not to exceed contract amount set forth above. Out-of-pocket expenses shall n t include any payment of salaries,bonuses or other compensation to personnel of Consultant. Consul ant shall not be reimbursed for expenses that are not set forth on Exhibit A unless specifically approv d in writing by County. c. If,at any time during the term or after termination or expiration of this Agreement, Coun reasonably determines that any payment made by County to Consultant was improper because the Services for which payment was made were not performed as set forth in this Agreement,then upon written notice of such determination and request for reimbursement from County,Consultant shall forthwith return such payment(s)to County. Upon termination or expiration of this Agreement, unexpeinded funds advanced by County, if any, shall forthwith be returned to County. 2 Eagle County Prof Services Final 5/14 d. County will not withhold any taxes from monies paid to the Consultant hereunder and Consultant agrees to be solely responsible for the accurate reporting and payment of any taxes related to payments made pursuant to the terms of this Agreement. e. Notwithstanding anything to the contrary contained in this Agreement, County shall have no obligations under this Agreement after,nor shall any payments be made to Consultant in respect of any period after December 31 of any year,without an appropriation therefor by County in accordance with a budget adopted by the Board of County Commissioners in compliance with Article 25,title 30 of the Colorado Revised Statutes,the Local Government Budget Law(C.R.S. 29-1-101 et. seq.)and the TABOR Amendment(Colorado Constitution,Article X, Sec. 20). 6. Sub-consultants. Consultant acknowledges that County has entered into this Agreement in reliance upon the particular reputation and expertise of Consultant. Consultant shall not enter into any sub-consultant agreements for the performance of any of the Services or additional services without County's prior written consent,which may be withheld in County's sole discretion. County shall have the right in its reasonable discretion to approve all personnel assigned to the subject Project during the performance of this Agreement and no personnel to whom County has an objection, in its reasonable discretion, shall be assigned to the Project. Consultant shall require each sub-consultant,as approved by County and to the extent of the Services to be performed by the sub-consultant,to be bound to Consultant by the terms of this Agreement, and to assume toward Consultant all the obligations and responsibilities which Consultant,by this Agreement, assumes toward County. County shall have the right(but not the obligation)to enforce the provisions of this Agreement against any sub-consultant hired by Consultant and Consultant shall cooperate in such process. The Consultant shall be responsible for the acts and omissions of its agents,employees and sub-consultants or sub-contractors. 7. Insurance. Consultant agrees to provide and maintain at Consultant's sole cost and expense,the following insurance coverage with limits of liability not less than those stated below: a. Types of Insurance. i. Workers' Compensation insurance as required by law. ii. Auto coverage with limits of liability not less than$1,000,000 each accident combined bodily injury and property damage liability insurance,including coverage for owned,hired,and non-owned vehicles. iii. Commercial General Liability coverage to include premises and operations, personal/advertising injury,products/completed operations,broad form property damage with limits of liability not less than$1,000,000 per occurrence and$2,000,000 aggregate limits. iv. Professional liability insurance with prior acts coverage for all Services required hereunder,in a form and with an insurer or insurers satisfactory to County,with limits of liability of not less than$1,000,000 per claim and$2,000,000 in the aggregate. In the event the professional liability insurance is on a claims-made basis,Consultant warrants that any retroactive date under the policy shall 3 Eagle County Prof Services Final 5/14 preced the effective date of this Agreement. Continuous coverage will be maintained during any applica le statute of limitations for the Services and Project. b. Other Requirements. i. The automobile and commercial general liability coverage shall be endorsed to include',Eagle County, its associated or affiliated entities, its successors and assigns,elected officials, employees, agents and volunteers as additional insureds. ii. Consultant's certificates of insurance shall include sub-consultants as additional insured under its policies or Consultant shall furnish to County separate certificates and endorsements for each sub-consultant. All coverage(s)for sub-consultants shall be subject to the same minimum requireElents identified above. Consultant and sub-consultants,if any, shall maintain the foregoing coverage in effect until the Services are completed. In addition,all such policies shall be kept in force by Consultant and its sub-consultants until the applicable statute of limitations for the Project and the Services has expired. iii. Insurance shall be placed with insurers duly licensed or authorized to do business in the State of Colorado and with an"A.M. Best"rating of not less than A-VII. , iv. Consultant's insurance coverage shall be primary and non-contributory with respect rto all other available sources. Consultant's policy shall contain a waiver of subrogation against Eagle County. v. All policies must contain an endorsement affording an unqualified thirty(30) days notice of cancellation to County in the event of cancellation of coverage. vi. All insurers must be licensed or approved to do business within the State of Colors*o and all policies must be written on a per occurrence basis unless otherwise provided herein. vii. Consultant's certificate of insurance evidencing all required coverage(s)is attache hereto as Exhibit B. Upon request,Consultant shall provide a copy of the actual insurance policy nd/or required endorsements required under this Agreement within five(5)business days of a written request from County, and hereby authorizes Consultant's broker,without further notice or authori ation by Consultant,to immediately comply with any written request of County for a complete copy o the policy. viii. Consultant shall advise County in the event the general aggregate or other aggreg to limits are reduced below the required per occurrence limit. Consultant,at its own expense,will reinstate the aggregate limits to comply with the minimum limits and shall furnish County a new certificate of insurance showing such coverage. 4 Eagle County Prof Services Final 5/14 ix. If Consultant fails to secure and maintain the insurance required by this Agreement and provide satisfactory evidence thereof to County,County shall be entitled to immediately terminate this Agreement. x. The insurance provisions of this Agreement shall survive expiration or termination hereof. xi. The parties hereto understand and agree that the County is relying on, and does not waive or intend to waive by any provision of this Agreement,the monetary limitations or rights, immunities and protections provided by the Colorado Governmental Immunity Act, as from time to time amended,or otherwise available to County,its affiliated entities, successors or assigns,its elected officials,employees, agents and volunteers. xii. Consultant is not entitled to workers' compensation benefits except as provided by the Consultant,nor to unemployment insurance benefits unless unemployment compensation coverage is provided by Consultant or some other entity. The Consultant is obligated to pay all federal and state income tax on any moneys paid pursuant to this Agreement. 8. Indemnification. The Consultant shall indemnify and hold harmless County, and any of its officers,agents and employees against any losses, claims,damages or liabilities for which County may become subject to insofar as any such losses,claims,damages or liabilities arise out of,directly or indirectly,this Agreement,or are based upon any performance or nonperformance by Consultant or any of its sub-consultants hereunder; and Consultant shall reimburse County for reasonable attorney fees and costs, legal and other expenses incurred by County in connection with investigating or defending any such loss,claim,damage, liability or action. This indemnification shall not apply to claims by third parties against the County to the extent that County is liable to such third party for such claims without regard to the involvement of the Consultant. This paragraph shall survive expiration or termination hereof. 9. Ownership of Documents. All documents prepared by Consultant in connection with the Services shall become property of County. Consultant shall execute written assignments to County of all rights (including common law, statutory,and other rights,including copyrights)to the same as County shall. from time to time request. For purposes of this paragraph,the term"documents"shall mean and include all reports,plans, studies,tape or other electronic recordings,drawings, sketches,estimates, data sheets, maps and work sheets produced, or prepared by or for Consultant(including any employee or • subconsultant in connection with the performance of the Services and additional services under this Agreement). Notwithstanding the foregoing,all Consultant Content and Consultant Intellectual Property, including derivatives,are owned by Consultant and provided herein for individual use only. County shall not use, copy,distribute,sell,license,make derivative works or otherwise exploit any Consultant Content or Consultant Intellectual Property,except as explicitly provided herein. Content means part or all of a program,product,video,webinar,book, article,time management planner materials or other work owned or controlled by Consultant. Consultant Intellectual Property means all intellectual property rights of Consultant in its Content including but not limited to copyrights,trademarks and patent rights. If no Consultant Content or Consultant Intellectual Property is used in any deliverables,only then may County assert a right in and to the deliverables as a work made for hire. 5 Eagle County Prof Services Final 5/14 10. Notice. Any notice required by this Agreement shall be deemed properly delivered when(i) personally delivered,or(ii)when mailed in the United States mail,first class postage prepaid,or(iii) when delivered by FedEx or other comparable courier service,charges prepaid,to the parties at their respective addresses listed below,or(iv)when sent via facsimile so long as the sending party can provide facsimile machine or other confirmation showing the date,time and receiving facsimile number for the transmission,or(v)when transmitted via e-mail with confirmation of receipt. Either party may change its address for purposes of this paragraph by giving five(5)days prior written notice of such change to the other party. COUNTY: Eagle County, Colorado Attention: Jacci McKenna 500 Broadway Post Office Box 850 Eagle,CO 81631 Telephone: 970-328-8796 Facsimile: 970-328-8799 E-Mails jacci.mckenna @eaglecounty.us With a Copy to: Eagle County Attorney 500 Broadway Post Office Box 850 Eagle,Co 81631 Telephone: 970-328-8685 Facsimile: 970-328-8699 E-Mail; atty@eaglecounty.us CONSULTANT: Franklin Covey Client Sales,Inc. 2200 'est Parkway Blvd., Salt L. e City,Utah 84119 Director of Legal Services le al a) ranklincove .corn 11. Coordination. Consultant acknowledges that the development and processing of the Services for the Pro ect may require close coordination between various consultants and contractors. Consultant shall coordinate the Services required hereunder with the other consultants and contractors that are identified by County to Consultant from time to time, and Consultant shall immediately notify such other consultants or contractors,in writing,of any changes or revisions to Consultant's work product that might affect the work of others providing services for the Project and concurrently provide County with a copy of such notification. Consultant shall not knowingly cause other consultants or contractors extra work 6 Eagle County Prof Services Final 5/14 without obtaining prior written approval from County. If such prior approval is not obtained,Consultant shall be subject to any offset for the costs of such extra work. 12. Termination. County may terminate this Agreement,in whole or in part,at any time and for any reason,with or without cause,and without penalty therefor with thirty(30)calendar days'prior written notice to the Consultant. Upon termination of this Agreement,Consultant shall immediately provide County with all documents as defined in paragraph 9 hereof,in such format as County shall direct and shall return all County owned materials and documents. County shall pay Consultant for Services satisfactorily performed to the date of termination. 13. Venue,Jurisdiction and Applicable Law. Any and all claims, disputes or controversies related to this Agreement,or breach thereof, shall be litigated in the District Court for Eagle County,Colorado, which shall be the sole and exclusive forum for such litigation. This Agreement shall be construed and interpreted under and shall be governed by the laws of the State of Colorado. 14. Execution by Counterparts;Electronic Signatures. This Agreement may be executed in two or more counterparts,each of which shall be deemed an original,but all of which shall constitute one and the same instrument. The parties approve the use of electronic signatures for execution of this Agreement. Only the following two forms of electronic signatures shall be permitted to bind the parties to this Agreement: (i) Electronic or facsimile delivery of a fully executed copy of the signature page; (ii) the image of the signature of an authorized signer inserted onto PDF format documents. All documents must be properly notarized,if applicable. All use of electronic signatures shall be governed by the Uniform Electronic Transactions Act, C.R.S. 24-71.3-101 to 121. 15. Other Contract Requirements. a. Consultant shall be responsible for the completeness and accuracy of the Services, including all supporting data or other documents prepared or compiled in performance of the Services, and shall correct, at its sole expense,all significant errors and omissions therein. The fact that the County has accepted or approved the Services shall not relieve Consultant of any of its responsibilities. Consultant shall perform the Services in a skillful,professional and competent manner and in accordance with the standard of care, skill and diligence applicable to Consultants performing similar services. Consultant represents and warrants that it has the expertise and personnel necessary to properly perform the Services and covenants that its professional personnel are duly licensed to perform the Services within Colorado. This paragraph shall survive termination of this Agreement. b. Consultant agrees to work in an expeditious manner,within the sound exercise of its judgment and professional standards, in the performance of this Agreement. Time is of the essence with respect to this Agreement. c. This Agreement constitutes an agreement for performance of the Services by Consultant as an independent contractor and not as an employee of County. Nothing contained in this Agreement shall be deemed to create a relationship of employer-employee,master-servant,partnership,joint venture 7 Eagle County Prof Services Final 5/14 or any other relationship between County and Consultant except that of independent contractor. Consultant shall have no authority to bind County. d. Consultant represents and warrants that at all times in the performance of the Services, Consultant shall comply with any and all applicable laws, codes,rules and regulations. e. This Agreement contains the entire agreement between the parties with respect to the subject matter hereof and supersedes all other agreements or understanding between the parties with respect thereto. f. Consultant shall not assign any portion of this Agreement without the prior written consent of the County. Any attempt to assign this Agreement without such consent shall be void. g. This Agreement shall be binding upon and shall inure to the benefit of the parties hereto and their respective permitted assigns and successors in interest. Enforcement of this Agreement and all rights and obligations hereunder are reserved solely for the parties, and not to any third party. h. No failure or delay by either party in the exercise of any right hereunder shall constitute a waiver(thereof. No waiver of any breach shall be deemed a waiver of any preceding or succeeding breach. l i. The invalidity,illegality or unenforceability of any provision of this Agreement shall not affect the validity or enforceability of any other provision hereof. j. Consultant shall maintain for a minimum of three years, adequate financial and other records]for reporting to County. Consultant shall be subject to financial audit by federal, state or county auditor or their designees. Consultant authorizes such audits and inspections of records during normal business hours,upon 48 hours' notice to Consultant. Consultant shall fully cooperate during such audit or inspections. k. The signatories to this Agreement aver to their knowledge,no employee of the County has any personal or beneficial interest whatsoever in the Services or Property described in this Agreement. The Consultant has no beneficial interest,direct or indirect,that would conflict in any manner or degr e with the performance of the Services and Consultant shall not employ any person having such known 'nterests. 1. The Consultant,if a natural person eighteen(18)years of age or older,hereby swears and affirms under penalty of perjury that he or she(i)is a citizen or otherwise lawfully present in the United States pursuant to federal law, (ii)to the extent applicable shall comply with C.R.S. 24-76.5-103 prior to the effective date of this Agreement. 16. Prohibitions on Government Contracts. As used in this Section 16,the term undocumented individual will refer to those individuals from foreign countries not legally within the United States as set forth in C.R.S. 8-17.5-101,et. seq. If Consultant has 8 Eagle County Prof Services Final 5/14 any employees or subcontractors,Consultant shall comply with C.R.S. 8-17.5-101,et. seq.,and this Agreement. By execution of this Agreement,Consultant certifies that it does not knowingly employ or contract with an undocumented individual who will perform under this Agreement and that Consultant will participate in the E-verify Program or other Department of Labor and Employment program ("Department Program")in order to confirm the eligibility of all employees who are newly hired for employment to perform Services under this Agreement. a. Consultant shall not: i. Knowingly employ or contract with an undocumented individual to perform Services under this Agreement; or ii. Enter into a subcontract that fails to certify to Consultant that the subcontractor shall not knowingly employ or contract with an undocumented individual to perform work under the public contract for services. b. Consultant has confirmed the employment eligibility of all employees who are newly hired for employment to perform Services under this Agreement through participation in the E-Verify Program or Department Program,as administered by the United States Department of Homeland Security. Information on applying for the E-verify program can be found at: http://www.dhs.gov/xprevprot/programs/gc 1185221678150.shtm c. Consultant shall not use either the E-verify program or other Department Program procedures to undertake pre-employment screening of job applicants while the public contract for services is being performed. d. If Consultant obtains actual knowledge that a subcontractor performing work under the public contract for services knowingly employs or contracts with an undocumented individual, Consultant shall be required to: i. Notify the subcontractor and County within three (3) days that Consultant has actual knowledge that the subcontractor is employing or contracting with an undocumented individual; and ii. Terminate the subcontract with the subcontractor if within three days of receiving the notice required pursuant to subparagraph (i) of the paragraph (d) the subcontractor does not stop employing or contracting with the undocumented individual; except that Consultant shall not terminate the contract with the subcontractor if during such three(3)days the subcontractor provides information to establish that the subcontractor has not knowingly employed or contracted with an undocumented individual. e. Consultant shall comply with any reasonable request by the Department of Labor and Employment made in the course of an investigation that the department is undertaking pursuant to its authority established in C.R.S. 8-17.5-102(5). 9 Eagle County Prof Services Final 5/14 f. If Consultant violates these prohibitions,County may terminate the Agreement for breach of conttact. If the Agreement is so terminated specifically for breach of this provision of this Agreement, Consultant shall be liable for actual and consequential damages to County as required by law. g. County will notify the Colorado Secretary of State if Consultant violates this provision of this Agreement and County terminates the Agreement for such breach. 17. Neither County nor Contractor shall be required to perform any term, condition, or covenant of the Agreement so long as such performance is delayed or prevented by acts of God, material or labor restriction by any governmental authority, civil riot, floods, hurricanes, or other natural disasters, or any other cause not reasonably within the control of County or Contractor. Notwithstanding the foregoing, should Contractor fail to perform the Services due to an act of God, material or labor restriction by any governmental authority, civil riot, floods, hurricanes, or other natural disasters, or any other cause not reasonably within the control of Contractor,Contractor shall not be compensated by the County. 18. Cancellation/Rescheduling Fees: Fifteen (15) calendar days' notice is required to cancel or reschedule a workshop. If County provides fewer than fifteen days' notice, County will be billed a cancellation fee of 75% or a rescheduling fee of 25% of the consultant fee to cover costs incurred by Contractor, as well as any travel costs imposed on Contractor as a result of such cancellation or rescheduling. County will not be assessed a cancellation/rescheduling fee for any workshop canceled or rescheduled by Contractor. [REST OF PAGE INTENTIONALLY LEFT BLANK] 10 Eagle County Prof Services Final 5/14 IN WITNESS WHEREOF, the parties have executed this Agreement the day and year first set forth above. COUNTY OF EAGLE, STATE OF COLORADO, By and Through Its COUNTY MANAGER y By: / Q GEC l �-- Rachel Oys,Acting County Manager CONSULTANT: By: ,,i i r, Print Name: Michael Bettin Title: Director,Legal 11 Eagle County Prof Services Final 5/14 EXHIBIT A SCOPE OF SERVICES, SCHEDULE,FEES ;:„) Personal, Team, Transformation Process - Thank Organizational Change Thank you for implementing the Speed of Trust Transformation Process. The intent of this process is true transformational change and real results. It is not a workshop, but a process. If followed, it will provide a common language, and change the culture and behaviors of county employees. I recommend a 7 phase process for implementation. Plan on it taking 4—12 months. The length depends upon your needs and the needs of intact teams. It is as follows: Phase 1: Organizational Trust Index("OTI")(optional,but highly recommended) The first step is to get a baseline measurement of the level of trust in the organization An aggregate report and reports by department are provided to key leaders in the county. The results will be hovered either in the Leading at the Speed of Trust training or beforehand with key leaders. A second OTI is administered after the Transformation Process has been completed to gauge the level of progre4s and to determine next steps(see Phase 7). Cost: • $1,500 for first OTI • $500 for second follow up OTI after the Transformation Process is completed Phase#:Leading at the Speed of Trust Training Second, all key leaders begin the Speed of Trust Transformation Process by attending and completing the Leading at the Speed of Trust(LSOT)work session. Typically it is 2 days in length. This is genuinely a work session not a work shop. The leaders will complete the following: • ! Take the 360 on-line Trust Quotient for individual assessment • Understand how character and competence are the key elements of building or restoring trust • Understand the 4 Cores of Credibility—Integrity, Intent, Capability and Results • Relate the 4 Cores of Credibility to their performance as leaders • Understand Trust Taxes and Trust Dividends and how it is impacting Eagle County from a financial perspective (absenteeism,turnover,employee engagement,etc.) • Review the Trust Quotient results • Roughly quantify the financial impact of trust taxes within their responsibilities in the county 12 Eagle County Prof Services Final 5/14 • Use an inside-out process to first examine themselves through the concepts of Self Trust and Relationship Trust. Restoring and building trust starts with them as leaders being trustworthy. • Fully understand Organizational Trust and how it is impacting or can positively impact their teams • Develop a Trust Action Plan to develop Self Trust, Relationship Trust and Organizational Trust • Know the assignments to be completed before the first Check Point meeting • Understand and practice how to conduct Weekly Integration Meetings or Team Huddles Length: 2 days Cost: • Consultant Fee-$7,200(includes two days of training by a Franklin Covey senior consultant) • Travel and lodging Phase 3: Working at the Speed of Trust Training and Certification in Leading/Working at the Speed of Trust. Working at the Speed of Trust is a one-day workshop that helps individuals in your organization identify and address"trust gaps" in their own personal credibility and in their relationships at work. Length: 1 day Y Cost: • Consultant Fee-$3,700(includes one day of training by a Franklin Covey senior consultant) • Travel and lodging(includes mileage) Since several people within Eagle County have been technically certified through the on-line process, this would be an extra half day or day of certification training. It augments the virtual certification and answers many questions. I recommend doing this immediately after the Working at the Speed of Trust work session. It would take at least one half day. Facilitators will learn: • How to work with the virtual certification website • Understand time lines for teaching Working Speed of Trust • Know how to use the Facilitator Guidebook and Resource guide • Do a practice teach of a key concept or two • Watch outs in teaching the content • Common objections and answers to them Cost: • Certification-$0(already paid for by virtual certification) • Travel and lodging(includes mileage) If this were done in conjunction with Working with the Speed of Trust workshop,travel would not be necessary. 13 Eagle County Prof Services Final 5/14 Phase 4:Working at the Speed of Trust Roll Out The purpose of this phase is to begin sharing and teaching the Speed of Trust to front line employees and associates. Your certified facilitators will begin teaching it to intact teams or as an open workshop. Normally,the workshop is 1 day in length. Participants will learn the language of the Speed of Trust, create Trust Action Plans,and learn how to do Trust Talks. Phase 5:Check Point Meeting(optional) The purpose of the checkpoint meeting is to give a firm accountability to leaders to implement change. It takes place 6—8 weeks after the initial LSOT work session. Typically, it is for intact teams or for leaders to report out on their Trust Action Plans. I recommend we meet with 4—7 groups of leaders that took the LSOT work session previously. It would be for 1—2 hours each. The following items are covered with each group: • Report on Trust Action Plan implementations one by one • Scoreboard actions taken on an individual basis—the group sees the scoreboard and each leader gives a report out • Were steps taken and completed? • What were the successes? • 1 What were the failures? • Were Weekly Integration Meetings or Team Huddles held? • What trust issues are occurring on teams? • Review of the process for Team Huddles or Weekly Integration Meetings • Determination of next steps and commitments • Set date for next follow up session Cost: • $3,700 per day • Travel and Lodging(includes mileage) Phase 5:Not elected Phase :Sustainment The int nt of this step is to keep the Speed of Trust Transformation Process alive and to further empo er leaders to lead it. It begins anywhere from 3—12 months after the initial steps. I will not review his in full since it is largely covered in the other document. Phase 1:Re-Measurement—OTI 2 At the end of the Transformation Process we recommend conducting a second OTI and second Trust Quotients to measure the progress. This takes place 4—12 months after beginning it. 14 Eagle County Prof Services Final 5/14 Cost: • $500 for second OTI Total Cost for all Transformation Elements Listed in this exhibit are: Facilitation: $14,600 Travel, lodging, mileage: $2,000 OTI: $2,000 Total Not to Exceed: $20,000 Note: Participant Materials are covered under the Reproduction Agreement between the parties dated August 25, 2014 15 Eagle County Prof Services Final 5/14 EXHIBIT B CERTIFICATE OF INSURANCE Description of Operations "Eagle County, its associated or affiliated entities, its successors and assigns, elected officials, employ) es, agents and volunteers are Additional Insureds under the commercial general liability and automobile liability policies of insurance." 16 Eagle County Prof Services Final 5/14 A�W„°R°® CERTIFICATE OF LIABILITY INSURANCE DATE(MM/DD/YYYY) 02/26/2015 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. CONTACT Marsh USA Risk&Insurance Services NAME: 15 West South Temple,Suite 700 roc No.Ext): FAX No): Salt Lake City,UT 84101 ADDRIESS: Attn:SaltLakeCity.certrequest @marsh.com,Fax212.948.4373 1NSURER(S)AFFORDING COVERAGE NAIC# 800257-STND-GAWUE-13-14 INSURER A:Federal Insurance Company 20281 INSURED INSURER B:Chubb Indemnity Insurance Co 12777 Franklin Covey Co.and Franklin Covey Client Sales,Inc. INSURER C:ACE American Insurance Company 22667 2200 Parkway Boulevard Salt Lake City,UT 84119 INSURER D INSURER E: INSURER F: COVERAGES CERTIFICATE NUMBER: SEA-002548262-01 REVISION NUMBER:11 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 TYPE OF INSURANCE ADDL SUER POLICY EFF POLICY EXP LTR INSR WVD POLICY NUMBER (MM/DD/YYYY) (MM/DD/YYYY) LIMITS A GENERAL LIABILITY 3581-83-23 09/01/2014 09/01/2015 EACH OCCURRENCE $ 1,000,000 X COMMERCIAL GENERAL LIABILITY DAMAGE TO RENTED 1,000,000 PREMISES(Ea occurrence) $ CLAIMS-MADE X OCCUR MED EXP(Any one person) $ 10,000 PERSONAL&ADV INJURY $ 1,000,000 GENERAL AGGREGATE $ 2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS-COMP/OP AGG $ Included PEC°T X 7 POLICY LOC $ A AUTOMOBILE LIABILITY 7352-52-78 09/01/2014 09/01/2015 COMBINED SINGLE LIMIT 1,000,000 (Ea accident) $ X ANY AUTO BODILY INJURY(Per person) $ ALL OWNED SCHEDULED BODILY INJURY(Per accident) $ AUTOS AUTOS ( ) HIRED AUTOS NON-OWNED PROPERTY DAMAGE $ AUTOS (Per accident) UMBRELLA LIAB OCCUR EACH OCCURRENCE _ $ EXCESS LIAB CLAIMS-MADE AGGREGATE $ DED RETENTION$ $ B WORKERS COMPENSATION 7173-7612 09/01/2014 09/01/2015 X WC STATU- OTH- AND EMPLOYERS'LIABILITY Y/N TORY LIMITS ER ANY PROPRIETOR/PARTNER/EXECUTIVE E.L.EACH ACCIDENT $ 1,000,000 OFFICER/MEMBER EXCLUDED? N N/A (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $ 1,000,000 If yes,describe under 1,000,000 DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ C Misc.Professional Liability G26791741 003 09/01/2014 09/01/2015 Claims Made 2,000,000 Deductible 25,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES(Attach ACORD 101,Additional Remarks Schedule,If more space Is required) Eagle County,its associated or affiliated entities,its successors and assigns,elected officials,employees,agents and volunteers are included as additional insureds where required by written contract and allowed by law with respect to General Liability and Automobile Liability. CERTIFICATE HOLDER CANCELLATION Eagle County,Colorado SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE Attention:Jacci McKenna THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN 500 Broadway ACCORDANCE WITH THE POLICY PROVISIONS. • Post Office Box 850 Eagle,CO 81631 AUTHORIZED REPRESENTATIVE of Marsh USA Risk&Insurance Services Stephanie Holland o e_-t-1"a ..t'' I ©1988-2010 ACORD CORPORATION. All rights reserved. ACORD 25(2010/05) The ACORD name and logo are registered marks of ACORD