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HomeMy WebLinkAboutC15-285 Shelli B., Inc. dba Conservation Impact dba Nonprofit ImpactAGREEMENT FOR PROFESSIONAL SERVICES BETWEEN EAGLE COUNTY, COLORADO AND SHELLI B., INC. d/b /a CONSERVATION IMPACT and d/b /a NONPROFIT IMPACT THIS AGREEMENT ( "Agreement ") is effective as of the ( day of , 2015 by and between Shelli B., Inc., a Colorado corporation d/b /a Conservation Impact and /a Nonprofit Impact (hereinafter "Consultant" or "Contractor ") and Eagle County, Colorado, a body corporate and politic (hereinafter "County "). RECITALS WHEREAS, Eagle County desires to develop a comprehensive education and outreach strategy for the Open Space Program and Consultant has skills in organizational development, education, outreach, and building public awareness; 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 October 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. Oc)_2K 2. County's Representative. The Open Space Department's designee shall be Consultant's contact with respect to this Agreement and performance of the Services. 3. Term of the Agreement. This Agreement shall commence upon the date first written above, and subject to the provisions of paragraph 12 hereof, shall continue in full force and effect through the 31 st of October, 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 additional services shall be deemed waived and such failure shall result in non - payment for such additional services or work performed. 5. Compensation. County shall compensate Consultant for the performance of the Services in a sum computed and payable as set forth in Exhibit A. The performance of the Services under this Agreement shall not exceed $18,600. 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 of 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 thereon and are included in the not to exceed contract amount set forth above. Out -of- pocket expenses shall not include any payment of salaries, bonuses or other compensation to personnel of Consultant. Consultant shall not be reimbursed for expenses that are not set forth on Exhibit A unless specifically approved in writing by County. C. If, at any time during the term or after termination or expiration of this Agreement, County 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, unexpended 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. 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). 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. Personal Automobile insurance. 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. Intentionally omitted. b. Other Requirements. 3 Eagle County Prof Services Final 5/14 i. The 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 insureds 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 requirements 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 to 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 Colorado 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 attached hereto as Exhibit B. Upon request, Consultant shall provide a copy of the actual insurance policy and/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 authorization by Consultant, to immediately comply with any written request of County for a complete copy of the policy. viii. Consultant shall advise County in the event the general aggregate or other aggregate 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. 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. 4 Eagle County Prof Services Final 5/14 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). 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. W918Jaw, Eagle County, Colorado Attention: Toby Sprunk, Open Space Director 500 Broadway Post Office Box 850 5 Eagle County Prof Services Final 5/14 Eagle, CO 81631 Telephone: 970 - 328 -8698 Facsimile: 970 - 328 -7185 E -Mail: toby.sprunk @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: Shelli B., Inc. d/b /a Conservation Impact and d/b /a Nonprofit Impact 501 S. Cherry Street Suite 580 Denver, CO 80246 (303) 223 -4886 shelli@conservationimpact.com 11. Coordination. Consultant acknowledges that the development and processing of the Services for the Project 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 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 seven (7) 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. 6 Eagle County Prof Services Final 5/14 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 thin 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 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. Eagle County Prof Services Final 5/14 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. 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 auditors 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 degree with the performance of the Services and Consultant shall not employ any person having such known interests. 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 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 8 Eagle County Prof Services Final 5/14 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 /Ureyprot /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). f. If Consultant violates these prohibitions, County may terminate the Agreement for breach of contract. 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. [REST OF PAGE INTENTIONALL Y LEFT BLANK] 9 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 By: Brent McFall, Co &IM4nagger SHELLI B., INC. d /b /a CONSERVATION IMPACT AND d /b /a NONPROFIT IMPACT: Print Name: Title: _ Pre- 5 i c l e, b - C— 4, O so Eagle County Prof Services Final 5/14 EXHIBIT A SCOPE OF SERVICES, SCHEDULE, FEES 11 Eagle County Prof Services Final 5/14 CONSERVATION OVATION IMPACY February 24, 2015 focus I mission Toby Sprunk, Director Eagle County Open Space Program tob�. sprunk(&eaglecounty.us Dear Toby, Thank you for contacting Conservation Impact. It is so great to hear of your successes with the Eagle County Open Space Program and the advisory board's interest in having a stronger, more positive image in the community. Now that you have built a credible program with tangible results, and the Open Space Program has a clear strategic direction, it is time to re- position in the community. A practical and useful outreach and public relations plan, based on deep understanding of your target audiences, is the appropriate tool to ensure relevant messaging and effective strategies to achieve specific goals. Conservation Impact, along with our other client- centered practices, Nonprofit Impact and Food Systems Impact, are mission -driven companies working to radically impact how organizations achieve results toward mission and demonstrate impact. Founded in 1996, we have successfully completed more than 1,000 projects with close to 675 organizations in 46 states and five countries. In all our work, we apply a comprehensive systems approach as defined in our Integrated Strategy. We have distinct expertise in strategic decision making, positioning, marketing, strategic financial analysis and forecasting, organization analysis and development, business planning, and sustainability models. We have worked with more than 100 open space programs and land trusts around the country and have completed marketing and audience development plans that have exceeded client goals. We look forward to working with you. This is an exciting period in the development of the Open Space Program, and we are honored to be a part of it. Sincerely, .A" &J4# Shelli Bischoff, MPA President /CEO 501 South Cherry St, Suite 580 Denver, CO 80246 303.223.4886 www.conservabonimpact.com CONS ` E RVAI -ION IMPACT focus I mission Eagle County Open Space Program Outreach and Public Relations Plan Proposal February 24, 2015 Purpose, Goals, and Objectives The purpose of the project is to: ■ Build in -depth understanding of audience perceptions, attitudes, and behaviors relative to open space and the Open Space Program • Create the messages and strategies that are most relevant and resonant for that audience • Reposition the Open Space Program as an indispensable and valued program of the county The goal is to design the Open Space Program's outreach and public relations strategies to achieve specific goals. At the end of the project, the Eagle County Open Space Program will have a strategic outreach and public relations plan to guide programming, communications, outreach, public relations, and partnership decisions and actions. Effective implementation of that plan will result in a positive brand, an indispensable community position, and a supportive constituency. Specific objectives include, but are not limited to: ■ Completing an analysis of audience attitudes, perceptions, and behaviors relative to the Open Space Program • Segmenting and describing the target audiences • Developing brand, position, image, and messaging • Creating practical outreach and public relations strategies to connect with target segments • Developing implementation recommendations and an action plan Approach We use a traditional marketing framework to align programming, messaging, outreach, and public relations strategies' to engage target audiences to achieve goals. We believe that successful outreach depends on an in -depth understanding of the audience to create ' See our blocs on marketing, communications, and public relations. Eagle County Open Space Program © Conservation Impact Outreach and Public Relations Plan Proposal February 24, 2015 ■ 2 strategies that are most relevant and resonant. Marketing is also more than outreach strategies or communications. It includes a program, product, or service mix, a value proposition, and the delivery of services. We also believe that in a highly public arena, it is essential to focus on selected segments (not everyone is your audience) to achieve tangible results and the best return on investment. However, with an emphasis on outreach and public relations, our focus will be on creating a positive public image and building relationships throughout the entire community. Process Committee We propose working with a small committee to oversee and guide the project. This may be a sub - committee of the board and may include community advisors who can assist in implementation. The committee's role will be to ensure that the plan is most useful and realistic. The first task will be to define the desired outcome and specific outreach goal. The committee will also review the audience analysis and make decisions to inform the plan. Audience Research and Analysis We will review the recently completed strategic planning analyses and conclusions and will review all related Program documents. We will begin the analysis with an exercise to define audience segments. We will then complete primary and secondary research to characterize and describe those audiences. We will depend on Eagle County planning documents, other county surveys, and the knowledge of staff, board, and long -time community members. We will complete key informant interviews. Based on a preliminary analysis of audience segments, we will conduct segment - specific, small group interviews (focus groups) to better understand language, attitudes, and nuance. The product of this phase will be an audience analysis and a description of audience segments. Target Audience Decisions We will discuss our analysis with the committee for target audience decisions. Based on the analysis and decisions, we will define brand, position, and image. We will also work together to create preliminary outreach and public relations strategies. We will want to ensure that the strategies are realistic and practical within the context of the Open Space Program's goals and capacity. The product of this phase will be the framework of the outreach and public relations plan, and will represent deliberate and informed decisions. Eagle County Open Space Program © Conservation Impact Outreach and Public Relations Plan Proposal February 24, 2015 ■ 3 Outreach and Public Relations Plan Based on the analysis and decisions, we will create a strategic and comprehensive plan to build a positive brand and image, position the organization, and connect with select audiences. The plan will define the audience segments and the messages, style, tone, and strategies most effective in reaching those audiences. (Please note that this provides an overall strategic, comprehensive, and coordinated approach. It is not a website design or social media plan.) We will make specific recommendations for implementation. The intent is to most efficiently and effectively utilize resources for greatest gain toward goals. Also, we want to coordinate, integrate, and leverage efforts throughout the county. In addition to recommendations, we will create an implementation plan with specific action steps to guide staff, board, and partner activities. We will provide tools, templates, and other resources that will facilitate plan implementation. However, this proposal does not include the design or printing of collateral material. The product of this phase will be a strategic outreach and public relations plan with specific recommendations for implementation. Organizational Implications and Implementation We propose presenting the plan to staff and board so that everyone fully understands the Open Space Program's brand, position, audiences, and messages. We will discuss everyone's role in public relations and address implications of the plan. We will work with staff leadership to ensure successful implementation. We are always available to provide assistance, support, and guidance. We care that the plan is useful and practically applied to achieve results. Eagle County Open Space Program © Conservation Impact Outreach and Public Relations Plan Proposal February 24, 2015 ■ 4 Scope of Services Component Task Outcome Days Finalize scope of work and schedule Project plan n.c. Meet with committee to define goal, preliminary Potential segments for 0.50 segmentation, determine existing information further investigation Analysis Secondary research — community reports, plans, 1.00 related market research, etc. Research Phone interviews with key informants (i.e. chambers, Preliminary segment 1.50 realtors, public agencies, community groups) —20 profiles Five focus groups (based on segments) Segment profiles 1.50 Prepare preliminary analysis Segment description 1.00 and target alternatives Decisions 0.50 Present preliminary analysis to committee Plan framework Refine target profiles and complete strategies Target market profiles 1.00 Plan Complete draft plan Draft plan 2.00 Review draft plan with staff Edits 0.50 Final plan, recommendations, and action plan Final plan 1.00 Implementation Present to board and staff for implementation and 0.50 implications Plan implementation Administration and coordination 1.00 Total 12.00 Deliverables Upon completion of this project, the Eagle County Open Space Program will have: ■ An audience analysis in presentation format ■ Decisions about target segments, brand, position, and image ■ A strategic outreach and public relations plan ■ Implementation recommendations and an action plan Project Cost 12.00 days @ $1,550 /day (inclusive) $18,600. Our daily rate covers the consultants' time for conducting conference calls, preparing materials, facilitating and advising during meetings, and completing research and reports. It includes includes the consultant's assistant's time for scheduling phone calls, editing Eagle County Open Space Program © Conservation Impact Outreach and Public Relations Plan Proposal February 24, 2015 ■ 5 reports, and coordinating project administration. It is inclusive of our out -of- pocket costs for paper, copying, and binding. It is also inclusive of all travel costs. We do not charge for travel time. Project cost does not include meeting space costs or food for meetings as may be necessary or desirable. It does not include design, graphics, or multiple copies of reports or summaries. Final products are assumed to be internal documents for the Eagle County Open Space Program. We invoice upon satisfactory completion of the project and terms are payable upon receipt. Proposals are valid for six months and then may be subject to change. Qualifications Conservation Impact, along with our other client- centered practices, Nonprofit Impact and Food Systems Impact, are mission -driven companies working to radically impact how organizations achieve results toward mission and demonstrate impact. Founded in 1996, we have successfully completed more than 1,000 projects with close to 675 organizations in 46 states and five countries. In all our work, we apply a comprehensive systems approach as defined in our Integrated Strategy. We have distinct expertise in strategic decision making, positioning, marketing, strategic financial analysis and forecasting, organization analysis and development, business planning, and sustainability models. We have worked with more than 100 open space programs and land trusts around the country and have completed marketing and audience development plans that have achieved or exceeded client goals. We have significant experience in completing useful public relations, communications, and strategic marketing plans for nonprofit organizations and public entities. We have completed similar projects for clients including the National Wildlife Federation, Deschutes Land Trust, Essex County Greenbelt Association, Volunteers for Outdoor Colorado, Ducks Unlimited, and the U.S. Forest Service Florida National Scenic Trail. We have created smaller -scale marketing or communication action plans for the Plains Conservation Center, the Orange County Land Trust (NY), the Coalition of Oregon Land Trusts, and many others. Our marketing work has helped to transform organizations to achieve measurable results, and our clients continue to utilize their plans years after they are completed. Of particular relevance to this project, we recently completed a comprehensive audience development plan for the Albany Pine Bush Preserve Commission, a New York public authority that manages a rare ecosystem for stewardship, recreation, and education. As a Eagle County Open Space Program © Conservation Impact Outreach and Public Relations Plan Proposal February 24, 2015 ■ 6 government - funded program, its goal was to develop a supportive public constituency, as opposed to attracting donors, members, or volunteers. Each Conservation Impact project is supported by our team of consultants, and all of our work is completed 100% by our full -time employees. We do not subcontract work, nor do we hire interns. Our clients benefit not only from the experience of the company, but also from the expertise of each of our consultants. Shell! Bischoff is the founder and President of Conservation Impact, and has 30 years of experience in nonprofit planning, marketing, and organizational development. She has held several program, fundraising, and executive positions in nonprofit organizations, and has provided capacity building services to thousands of organizations over the years. She has completed market analysis and planning processes similar to this one with hundreds of land trusts, conservation organizations, and public health agencies. She created and authored the company's Integrated Strategy for Success and Sustainability and From Strategic Planning to Positioning. Shelli was an adjunct faculty at Regis University in the Masters of Nonprofit Management Program for 18 years, and has been a distinguished visiting professor at College of the Atlantic. She currently teaches Nonprofit Management at the Colorado School for Public Health. She has an undergraduate degree in Environmental Conservation and a graduate degree in Public Administration. Karen Buck has been with Conservation Impact for seven years, and offers particular expertise in fundraising, public relations, communications, partner relations and project management. Karen has completed many projects similar to this one, including a strategic marketing plan for the Plains Conservation Center, a coordinated marketing/fundraising plan for the Southern Oregon Land Conservancy, a communications plan for the Coalition of Oregon Land Trusts, a marketing action plan for the Indian River Lakes Conservancy, and a capital campaign feasibility study for Mohonk Preserve in 2010. Prior to joining Conservation Impact, Karen worked on staff for a variety of local and national nonprofits, most recently for Red Rocks Community College Foundation where she specialized in donor communications and stewardship, annual campaigns, program management, and grant writing. Karen has an undergraduate degree in Sociology, and a graduate degree — with honors — in Nonprofit Management. Blake Angelo is a recent addition to our team. He brings particular expertise in marketing, strategic business planning, and financial analysis. Blake's work focuses on the food systems and local agriculture sector. He has conducted a market analysis and completed a strategic marketing plan for the Colorado Enterprise Fund's Healthy Food Fund, and has developed a business concept and market study for the Westwood Eagle County Open Space Program © Conservation Impact Outreach and Public Relations Plan Proposal February 24, 2015 ■ 7 Cooperative Food Hub. He completed a comprehensive business training program focused on direct market producers for beginning farmers that has been replicated in eight states. Prior to joining Conservation Impact, Blake gained invaluable community and organizational development experience as the Director for the Beanstalk Foundation, and as the Urban Agriculture Specialist for Colorado State University Extension. Blake has a master's degree in Public Health and an undergraduate degree in Ecology and Evolutionary Biology. Melissa Kemp supports all of our work, including handling all aspects of project administration. She has expertise in project and data management, office management systems, and human resources procedures. She has a strong background in nonprofit program development, resource development, and volunteer management. Prior to joining the company she worked with local and international youth programs, and in small business human resources management. Melissa holds an undergraduate degree in Political Science and a graduate degree in International Affairs with a focus on Human Rights. Conclusion We are certain that we can be of value to the Eagle County Open Space Program and sincerely welcome the opportunity to be of service. Eagle County Open Space Program © Conservation Impact Outreach and Public Relations Plan Proposal February 24, 2015 ■ 8 EXHIBIT B Insurance Certificate 12 Eagle County Prof Services Final 5/14 A� � o f ° CERTIFICATE ° ' OF LIABILITY INSURANCE R 6/11/2015 THIS CERTIFICATEIS 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 SUBROGATIONIS 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 NORTHEAST AGENCIES INC /PHS 214608 P:(866) 467 -8730 F: (888) 443 -6112 CONTACT NAME: PHONE (A/C, No, Exu. (866) 467 -8730 iaC, No): (888) 443 -6112 ADDRIESS: 301 WOODS PARK DRIVE CLINTON NY 13323 INSURER(S) AFFORDING COVERAGE NAIL# INSURERA Sentinel Ins Co LTD 11000 INSURED INSURER B: Hartford Ins Co of the Midwest 37478 SHELLI B INC DBA CONSERVATION IMPACT & INSURERC: NON- PROFIT IMPACT INSURER D: X 501 S CHERRY ST STE 580 INSURER E: MEDEXP (Any one Person) DENVER CO 80246 INSURER F: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. /NSR LTR TYPE OF INSURANCE ADOL SUBR POLICYNUMBER POLICYEFF MM DD Y POLICYEXP LIMITS A COMMERCIAL GENERAL LIABILITY CLAIMS -MADE OCCUR General Liab 01 SBA ZD5194 05/01/2015 05/01/2016 EACH OCCURRENCE $ 1, 000, O O O DAMAGE TO RENTED PREMISES (Ea occurrence) $1, 000, O O O X X MEDEXP (Any one Person) $10 / 000 PERSONAL & ADV INJURY $1, 000, 0 0 0 GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO- L JECT r7 OC GENERAL AGGREGATE s2, 000, 0 0 0 PRODUCTS - COMP /OP AGG $2, 000, 000 OTHER: S AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT (Ea accident) $ ANY AUTO ALL OWNED SCHEDULED BODILY INJURY (Per person) $ BODILY INJURY (Per accident) $ AUTOS AUTOS HIRED AUTOS NON -OWNED AUTOS PROPERTY DAMAGE (Per accident) $ S UMBRELLA LIAB OCCUR EACH OCCURRENCE $ EXCESS LIAB CLAIMS -MADE AGGREGATE $ DED RETENTION $ $ B WORKERS COMPENSATION AND EMPLOYERS'LLOULITY ANY PROPRIETOR/PARTNER/EXECUTIVE YIN OFFICERIMEMBER EXCLUDED? (MandatoryinNH) ❑ N/A 01 WEC EX2652 05/01/2015 05/01/2016 PER OTH- X' STATUTE ER E.L. EACH ACCIDENT $500,000 E.L. DISEASE -EA EMPLOYEE $500 000 r If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $500, 0 0 0 DESCRIPTION OF OPERA TIONS /LOCATIONS /VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Those usual to the Insured's Operations. Certificate Holder is an Additional Insured per the Business Liability Coverage Form SS0008 attached to this policy. r I=0TICIPATC L1r11 non v 1 VOO -Au ,w #%%,UKU LUKruKA 1 iUN. Au rlgnts reserved. ACORD 25 (2014/01) The ACORD name and logo are registered marks of ACORD SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED Eagle County Outreach and Public Relations Plan BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE 500 BROADWAY EAGLE, CO, 81631 v 1 VOO -Au ,w #%%,UKU LUKruKA 1 iUN. Au rlgnts reserved. ACORD 25 (2014/01) The ACORD name and logo are registered marks of ACORD