The URL can be used to link to this page

Home My WebLink AboutContract AGREEMENTFORDESIGNANDFACILITATION OF2023CITYCOUNCILRETREAT THISAGREEMENT,datedforreferencepurposesonlyasFebruary20,2023,isbyandbetween theCityofRenton(the“City”),aWashingtonmunicipalcorporation,andUnaMcAlinden,DBA CreativeStrategySolutions(“Consultant”),soleproprietor.TheCityandtheConsultantare referredtocollectivelyinthisAgreementasthe“Parties.”OncefullyexecutedbytheParties,this Agreementiseffectiveasofthelastdatesignedbybothparties. 1.ScopeofWork:Consultantagreestoprovidedesignandfacilitationof2023CityCouncil RetreatasspecifiedinExhibitA,whichisattachedandincorporatedhereinandmay hereinafterbereferredtoasthe“Work.” 2.ChangesinScopeofWork:TheCity,withoutinvalidatingthisAgreement,mayorder changestotheWorkconsistingofadditions,deletionsormodifications.Anysuchchanges totheWorkshallbeorderedbytheCityinwritingandtheCompensationshallbe equitablyadjustedconsistentwiththeratessetforthinExhibitAorasotherwisemutually agreedbytheParties. 3.TimeofPerformance:ConsultantshallcommenceperformanceoftheAgreement pursuanttotheschedule(s)setforthinExhibitA.AllWorkshallbeperformedbynolater thanMarch31,2023. 4.Compensation: A.Amount.TotalcompensationtoConsultantforWorkprovidedpursuanttothis Agreementshallnotexceed$15,000,plusanyapplicablestateandlocalsalestaxes. CompensationshallbebaseduponWorkactuallyperformedaccordingtotherate(s) oramountsspecifiedinExhibitA.TheConsultantagreesthatanyhourlyorflatrate chargedbyitforitsWorkshallremainlockedatthenegotiatedrate(s)unless otherwiseagreedtoinwritingorprovidedinExhibitA.Exceptasspecificallyprovided herein,theConsultantshallbesolelyresponsibleforpaymentofanytaxesimposed asaresultoftheperformanceandpaymentofthisAgreement. B.MethodofPayment.Onamonthlyornolessthanquarterlybasisduringanyquarter inwhichWorkisperformed,theConsultantshallsubmitavoucherorinvoiceinaform CAG-23-052 PAGE2OF10 specifiedbytheCity,includingadescriptionofwhatWorkhasbeenperformed,the nameofthepersonnelperformingsuchWork,andanyhourlylaborchargeratefor suchpersonnel.TheConsultantshallalsosubmitafinalbilluponcompletionofall Work.PaymentshallbemadebytheCityforWorkperformedwithinthirty(30) calendardaysafterreceiptandapprovalbytheappropriateCityrepresentativeofthe voucherorinvoice.IftheConsultant’sperformancedoesnotmeettherequirements ofthisAgreement,theConsultantwillcorrectormodifyitsperformancetocomply withtheAgreement.TheCitymaywithholdpaymentforworkthatdoesnotmeetthe requirementsofthisAgreement. C.EffectofPayment.PaymentforanypartoftheWorkshallnotconstituteawaiverby theCityofanyremediesitmayhaveagainsttheConsultantforfailureofthe ConsultanttoperformtheWorkorforanybreachofthisAgreementbythe Consultant. D.NonͲAppropriationofFunds.Ifsufficientfundsarenotappropriatedorallocatedfor paymentunderthisAgreementforanyfuturefiscalperiod,theCityshallnotbe obligatedtomakepaymentsforWorkoramountsincurredaftertheendofthe currentfiscalperiod,andthisAgreementwillterminateuponthecompletionofall remainingWorkforwhichfundsareallocated.Nopenaltyorexpenseshallaccrueto theCityintheeventthisprovisionapplies. 5.Termination: A.TheCityreservestherighttoterminatethisAgreementatanytime,withorwithout causebygivingten(10)calendardays’noticetotheConsultantinwriting.Intheevent ofsuchterminationorsuspension,allfinishedorunfinisheddocuments,data,studies, worksheets,modelsandreports,orothermaterialpreparedbytheConsultant pursuanttothisAgreementshallbesubmittedtotheCity,ifanyarerequiredaspart oftheWork. B.IntheeventthisAgreementisterminatedbytheCity,theConsultantshallbeentitled topaymentforallhoursworkedtotheeffectivedateoftermination,lessallpayments previouslymade.IftheAgreementisterminatedbytheCityafterpartialperformance ofWorkforwhichtheagreedcompensationisafixedfee,theCityshallpaythe Consultantanequitableshareofthefixedfee.Thisprovisionshallnotpreventthe Cityfromseekinganylegalremediesitmayhavefortheviolationornonperformance ofanyoftheprovisionsofthisAgreementandsuchchargesduetotheCityshallbe deductedfromthefinalpaymentduetheConsultant.Nopaymentshallbemadeby theCityforanyexpensesincurredorworkdonefollowingtheeffectivedateof terminationunlessauthorizedinadvanceinwritingbytheCity. PAGE3OF10 6.WarrantiesAndRightToUseWorkProduct:Consultantrepresentsandwarrantsthat ConsultantwillperformallWorkidentifiedinthisAgreementinaprofessionaland workmanlikemannerandinaccordancewithallreasonableandprofessionalstandards andlaws.Compliancewithprofessionalstandardsincludes,asapplicable,performingthe WorkincompliancewithapplicableCitystandardsorguidelines(e.g.designcriteriaand StandardPlansforRoad,BridgeandMunicipalConstruction).Professionalengineersshall certifyengineeringplans,specifications,plats,andreports,asapplicable,pursuantto RCW18.43.070.Consultantfurtherrepresentsandwarrantsthatallfinalworkproduct createdforanddeliveredtotheCitypursuanttothisAgreementshallbetheoriginalwork oftheConsultantandfreefromanyintellectualpropertyencumbrancewhichwould restricttheCityfromusingtheworkproduct.ConsultantgrantstotheCityanonͲ exclusive,perpetualrightandlicensetouse,reproduce,distribute,adapt,modify,and displayallfinalworkproductproducedpursuanttothisAgreement.TheCity’sorother’s adaptation,modificationoruseofthefinalworkproductsotherthanforthepurposesof thisAgreementshallbewithoutliabilitytotheConsultant.Theprovisionsofthissection shallsurvivetheexpirationorterminationofthisAgreement. 7.RecordMaintenance:TheConsultantshallmaintainaccountsandrecords,which properlyreflectalldirectandindirectcostsexpendedandWorkprovidedinthe performanceofthisAgreementandretainsuchrecordsforaslongasmayberequiredby applicableWashingtonStaterecordsretentionlaws,butinanyeventnolessthansix yearsaftertheterminationofthisAgreement.TheConsultantagreestoprovideaccess toandcopiesofanyrecordsrelatedtothisAgreementasrequiredbytheCitytoaudit expendituresandchargesand/ortocomplywiththeWashingtonStatePublicRecordsAct (Chapter42.56RCW).Theprovisionsofthissectionshallsurvivetheexpirationor terminationofthisAgreement. 8.PublicRecordsCompliance:TothefullextenttheCitydeterminesnecessarytocomply withtheWashingtonStatePublicRecordsAct,Consultantshallmakeaduediligentsearch ofallrecordsinitspossessionorcontrolrelatingtothisAgreementandtheWork, including,butnotlimitedto,eͲmail,correspondence,notes,savedtelephonemessages, recordings,photos,ordrawingsandprovidethemtotheCityforproduction.Intheevent Consultantbelievessaidrecordsneedtobeprotectedfromdisclosure,itmay,at Consultant’sownexpense,seekjudicialprotection.Consultantshallindemnify,defend, andholdharmlesstheCityforallcosts,includingattorneys’fees,attendanttoanyclaim orlitigationrelatedtoaPublicRecordsActrequestforwhichConsultanthasresponsive recordsandforwhichConsultanthaswithheldrecordsorinformationcontainedtherein, ornotprovidedthemtotheCityinatimelymanner.Consultantshallproducefor distributionanyandallrecordsresponsivetothePublicRecordsActrequestinatimely manner,unlessthoserecordsareprotectedbycourtorder.Theprovisionsofthissection shallsurvivetheexpirationorterminationofthisAgreement. PAGE4OF10 9.IndependentContractorRelationship: A.TheConsultantisretainedbytheCityonlyforthepurposesandtotheextentsetforth inthisAgreement.ThenatureoftherelationshipbetweentheConsultantandtheCity duringtheperiodoftheWorkshallbethatofanindependentcontractor,not employee.TheConsultant,nottheCity,shallhavethepowertocontrolanddirectthe details,mannerormeansofWork.Specifically,butnotbymeansoflimitation,the Consultantshallhavenoobligationtoworkanyparticularhoursorparticular schedule,unlessotherwiseindicatedintheScopeofWorkorwhereschedulingof attendanceorperformanceismutuallyarrangedduetothenatureoftheWork. ConsultantshallretaintherighttodesignatethemeansofperformingtheWork coveredbythisagreement,andtheConsultantshallbeentitledtoemployother workersatsuchcompensationandsuchotherconditionsasitmaydeemproper, provided,however,thatanycontractsomadebytheConsultantistobepaidbyit alone,andthatemployingsuchworkers,itisactingindividuallyandnotasanagent fortheCity. B.TheCityshallnotberesponsibleforwithholdingorotherwisedeductingfederal incometaxorSocialSecurityorcontributingtotheStateIndustrialInsurance Program,orotherwiseassumingthedutiesofanemployerwithrespecttoConsultant oranyemployeeoftheConsultant. C.IftheConsultantisasoleproprietorshiporifthisAgreementiswithanindividual,the ConsultantagreestonotifytheCityandcompleteanyrequiredformiftheConsultant retiredunderaStateofWashingtonretirementsystemandagreestoindemnifyany lossestheCitymaysustainthroughtheConsultant’sfailuretodoso. 10.HoldHarmless:TheConsultantagreestorelease,indemnify,defend,andholdharmless theCity,electedofficials,employees,officers,representatives,andvolunteersfromany andallclaims,demands,actions,suits,causesofaction,arbitrations,mediations, proceedings,judgments,awards,injuries,damages,liabilities,taxes,losses,fines,fees, penalties,expenses,attorney’sorattorneys’fees,costs,and/orlitigationexpensestoor byanyandallpersonsorentities,arisingfrom,resultingfrom,orrelatedtothenegligent acts,errorsoromissionsoftheConsultantinitsperformanceofthisAgreementora breachofthisAgreementbyConsultant,exceptforthatportionoftheclaimscausedby theCity’ssolenegligence. ShouldacourtofcompetentjurisdictiondeterminethatthisagreementissubjecttoRCW 4.24.115,(Validityofagreementtoindemnifyagainstliabilityfornegligencerelativeto construction,alteration,improvement,etc.,ofstructureorimprovementattachedtoreal estate…)then,intheeventofliabilityfordamagesarisingoutofbodilyinjurytopersons ordamagestopropertycausedbyorresultingfromtheconcurrentnegligenceofthe PAGE5OF10 ConsultantandtheCity,itsofficers,officials,employeesandvolunteers,Consultant’s liabilityshallbeonlytotheextentofConsultant’snegligence. Itisfurtherspecificallyandexpresslyunderstoodthattheindemnificationprovidedin thisAgreementconstituteConsultant’swaiverofimmunityundertheIndustrial InsuranceAct,RCWTitle51,solelyforthepurposesofthisindemnification.TheParties havemutuallynegotiatedandagreedtothiswaiver.Theprovisionsofthissectionshall survivetheexpirationorterminationofthisAgreement. 11. GiftsandConflicts:TheCity’sCodeofEthicsandWashingtonStatelawprohibitCity employeesfromsoliciting,accepting,orreceivinganygift,gratuityorfavorfromany person,firmorcorporationinvolvedinacontractortransaction.Toensurecompliance withtheCity’sCodeofEthicsandstatelaw,theConsultantshallnotgiveagiftofanykind toCityemployeesorofficials.ConsultantalsoconfirmsthatConsultantdoesnothavea businessinterestoraclosefamilyrelationshipwithanyCityofficeroremployeewhowas, is,orwillbeinvolvedinselectingtheConsultant,negotiatingoradministeringthis Agreement,orevaluatingtheConsultant’sperformanceoftheWork. 12.CityofRentonBusinessLicense:UnlessexemptedbytheRentonMunicipalCode, ConsultantshallobtainaCityofRentonBusinessLicensepriortoperforminganyWork andmaintainthebusinesslicenseingoodstandingthroughoutthetermofthis agreementwiththeCity. Informationregardingacquiringacitybusinesslicensecanbefoundat: https://www.rentonwa.gov/Tax InformationregardingStatebusinesslicensingrequirementscanbefoundat: https://dor.wa.gov/doingͲbusiness/registerͲmyͲbusiness 13.Insurance:Consultantshallsecureandmaintain: A.Commercialgeneralliabilityinsuranceintheminimumamountsof$1,000,000for eachoccurrence/$2,000,000aggregatefortheTermofthisAgreement. B.IntheeventthatWorkdeliveredpursuanttothisAgreementeitherdirectlyor indirectlyinvolveorrequireProfessionalServices,ProfessionalLiability,Errorsand Omissionscoverageshallbeprovidedwithminimumlimitsof$1,000,000per occurrence."ProfessionalServices",forthepurposeofthissection,shallmeanany WorkprovidedbyalicensedprofessionalorWorkthatrequiresaprofessional standardofcare. C.Workers’compensationcoverage,asrequiredbytheIndustrialInsurancelawsofthe StateofWashington,shallalsobesecured. PAGE6OF10 D.CommercialAutomobileLiabilityforowned,leased,hiredornonͲowned,leased,hired ornonͲowned,withminimumlimitsof$1,000,000peroccurrencecombinedsingle limit,iftherewillbeanyuseofConsultant’svehiclesontheCity’sPremisesbyoron behalfoftheCity,beyondnormalcommutes. E.ConsultantshallnametheCityasanAdditionalInsuredonitscommercialgeneral liabilitypolicyonanonͲcontributoryprimarybasis.TheCity’sinsurancepoliciesshall notbeasourceforpaymentofanyConsultantliability,norshallthemaintenanceof anyinsurancerequiredbythisAgreementbeconstruedtolimittheliabilityof ConsultanttothecoverageprovidedbysuchinsuranceorotherwiselimittheCity’s recoursetoanyremedyavailableatlaworinequity. F.SubjecttotheCity’sreviewandacceptance,acertificateofinsuranceshowingthe properendorsements,shallbedeliveredtotheCitybeforeperformingtheWork. G.ConsultantshallprovidetheCitywithwrittennoticeofanypolicycancellation,within two(2)businessdaysoftheirreceiptofsuchnotice. 14.Delays:Consultantisnotresponsiblefordelayscausedbyfactorsbeyondthe Consultant’sreasonablecontrol.WhensuchdelaysbeyondtheConsultant’sreasonable controloccur,theCityagreestheConsultantisnotresponsiblefordamages,norshallthe ConsultantbedeemedtobeindefaultoftheAgreement. 15.SuccessorsandAssigns:NeithertheCitynortheConsultantshallassign,transferor encumberanyrights,dutiesorinterestsaccruingfromthisAgreementwithoutthe writtenconsentoftheother. 16.Notices:AnynoticerequiredunderthisAgreementwillbeinwriting,addressedtothe appropriatepartyattheaddresswhichappearsbelow(asmodifiedinwritingfromtime totimebysuchparty),andgivenpersonally,byregisteredorcertifiedmail,returnreceipt requested,byfacsimileorbynationallyrecognizedovernightcourierservice.Timeperiod fornoticesshallbedeemedtohavecommenceduponthedateofreceipt,EXCEPT facsimiledeliverywillbedeemedtohavecommencedonthefirstbusinessdayfollowing transmission.Emailandtelephonemaybeusedforpurposesofadministeringthe Agreement,butshouldnotbeusedtogiveanyformalnoticerequiredbytheAgreement. CITYOFRENTON ValerieO’Halloran,CouncilPresident 1055SouthGradyWay Renton,WA98057 CONSULTANT UnaMcAlinden,Principal 17024NE31stCourt Bellevue,WA98008 PAGE7OF10 Phone:(425)430Ͳ6501 vohalloran@rentonwa.gov Phone:(425)802Ͳ1399 una@unamcalinden.com 17.DiscriminationProhibited:Excepttotheextentpermittedbyabonafideoccupational qualification,theConsultantagreesasfollows: A.Consultant,andConsultant’sagents,employees,representatives,andvolunteers withregardtotheWorkperformedortobeperformedunderthisAgreement,shall notdiscriminateonthebasisofrace,color,sex,religion,nationality,creed,marital status,sexualorientationorpreference,age(exceptminimumageandretirement provisions),honorablydischargedveteranormilitarystatus,orthepresenceofany sensory,mentalorphysicalhandicap,unlessbaseduponabonafideoccupational qualificationinrelationshiptohiringandemployment,inemploymentorapplication foremployment,theadministrationofthedeliveryofWorkoranyotherbenefits underthisAgreement,orprocurementofmaterialsorsupplies. B.TheConsultantwilltakeaffirmativeactiontoinsurethatapplicantsareemployedand thatemployeesaretreatedduringemploymentwithoutregardtotheirrace,creed, color,nationalorigin,sex,age,sexualorientation,physical,sensoryormental handicaps,ormaritalstatus.Suchactionshallinclude,butnotbelimitedtothe followingemployment,upgrading,demotionortransfer,recruitmentorrecruitment advertising,layoffortermination,ratesofpayorotherformsofcompensationand selectionfortraining. C.IftheConsultantfailstocomplywithanyofthisAgreement’snonͲdiscrimination provisions,theCityshallhavetheright,atitsoption,tocanceltheAgreementin wholeorinpart. D.TheConsultantisresponsibletobeawareofandincompliancewithallfederal,state andlocallawsandregulationsthatmayaffectthesatisfactorycompletionofthe project,whichincludesbutisnotlimitedtofairlaborlaws,worker'scompensation, andTitleVIoftheFederalCivilRightsActof1964,andwillcomplywithCityofRenton CouncilResolutionNumber4085. 18.Miscellaneous:Thepartiesherebyacknowledge: A.TheCityisnotresponsibletotrainorprovidetrainingforConsultant. B.Consultantwillnotbereimbursedforjobrelatedexpensesexcepttotheextent specificallyagreedwithintheattachedexhibits. C.Consultantshallfurnishalltoolsand/ormaterialsnecessarytoperformtheWork excepttotheextentspecificallyagreedwithintheattachedexhibits. PAGE8OF10 D.Intheeventspecialtraining,licensing,orcertificationisrequiredforConsultantto provideWorkhe/shewillacquireormaintainsuchathis/herownexpenseand,if Consultantemploys,subͲcontracts,orotherwiseassignstheresponsibilitytoperform theWork,saidemployee/subͲcontractor/assigneewillacquireandormaintainsuch training,licensing,orcertification. E.ThisisanonͲexclusiveagreementandConsultantisfreetoprovidehis/herWorkto otherentities,solongasthereisnointerruptionorinterferencewiththeprovisionof WorkcalledforinthisAgreement. F. Consultantisresponsibleforhis/herowninsurance,including,butnotlimitedto healthinsurance. G.Consultantisresponsibleforhis/herownWorker’sCompensationcoverageaswellas thatforanypersonsemployedbytheConsultant. 19.OtherProvisions: A.ApprovalAuthority.EachindividualexecutingthisAgreementonbehalfoftheCity andConsultantrepresentsandwarrantsthatsuchindividualsaredulyauthorizedto executeanddeliverthisAgreementonbehalfoftheCityorConsultant. B.GeneralAdministrationandManagement.TheCity’sprojectmanagerisValerie O’Hallroan.InprovidingWork,ConsultantshallcoordinatewiththeCity’scontract managerorhis/herdesignee. C.AmendmentandModification.ThisAgreementmaybeamendedonlybyan instrumentinwriting,dulyexecutedbybothParties. D.Conflicts.IntheeventofanyinconsistenciesbetweenConsultantproposalsandthis Agreement,thetermsofthisAgreementshallprevail.Anyexhibits/attachmentsto thisAgreementareincorporatedbyreferenceonlytotheextentofthepurposefor whichtheyarereferencedwithinthisAgreement.TotheextentaConsultant preparedexhibitconflictswiththetermsinthebodyofthisAgreementorcontains termsthatareextraneoustothepurposeforwhichitisreferenced,thetermsinthe bodyofthisAgreementshallprevailandtheextraneoustermsshallnotbe incorporatedherein. E.GoverningLaw.ThisAgreementshallbemadeinandshallbegovernedbyand interpretedinaccordancewiththelawsoftheStateofWashingtonandtheCityof Renton.ConsultantandalloftheConsultant’semployeesshallperformtheWorkin accordancewithallapplicablefederal,state,countyandcitylaws,codesand ordinances. PAGE9OF10 F.JointDraftingEffort.ThisAgreementshallbeconsideredforallpurposesasprepared bythejointeffortsofthePartiesandshallnotbeconstruedagainstonepartyorthe otherasaresultofthepreparation,substitution,submissionorothereventof negotiation,draftingorexecution. G.JurisdictionandVenue.Anylawsuitorlegalactionbroughtbyanypartytoenforceor interpretthisAgreementoranyofitstermsorcovenantsshallbebroughtintheKing CountySuperiorCourtfortheStateofWashingtonattheMalengRegionalJustice CenterinKent,KingCounty,Washington,oritsreplacementorsuccessor.Consultant herebyexpresslyconsentstothepersonalandexclusivejurisdictionandvenueof suchcourtevenifConsultantisaforeigncorporationnotregisteredwiththeStateof Washington. H.Severability.Acourtofcompetentjurisdiction’sdeterminationthatanyprovisionor partofthisAgreementisillegalorunenforceableshallnotcancelorinvalidatethe remainderofthisAgreement,whichshallremaininfullforceandeffect. I.SoleandEntireAgreement.ThisAgreementcontainstheentireagreementofthe Partiesandanyrepresentationsorunderstandings,whetheroralorwritten,not incorporatedareexcluded. J.TimeisoftheEssence.TimeisoftheessenceofthisAgreementandeachandallof itsprovisionsinwhichperformanceisafactor.Adherencetocompletiondatesset forthinthedescriptionoftheWorkisessentialtotheConsultant’sperformanceof thisAgreement. K.ThirdͲPartyBeneficiaries.NothinginthisAgreementisintendedto,norshallbe construedtogiveanyrightsorbenefitsintheAgreementtoanyoneotherthanthe Parties,andalldutiesandresponsibilitiesundertakenpursuanttothisAgreementwill beforthesoleandexclusivebenefitofthePartiesandnooneelse. L.BindingEffect.ThePartieseachbindthemselves,theirpartners,successors,assigns, andlegalrepresentativestotheotherpartytothisAgreement,andtothepartners, successors,assigns,andlegalrepresentativesofsuchotherpartywithrespecttoall covenantsoftheAgreement. M.Waivers.Allwaiversshallbeinwritingandsignedbythewaivingparty.Eitherparty’s failuretoenforceanyprovisionofthisAgreementshallnotbeawaiverandshallnot preventeithertheCityorConsultantfromenforcingthatprovisionoranyother provisionofthisAgreementinthefuture.Waiverofbreachofanyprovisionofthis PAGE10OF10 Agreementshallnotbedeemedtobeawaiverofanypriororsubsequentbreach unlessitisexpresslywaivedinwriting. N.Counterparts.ThePartiesmayexecutethisAgreementinanynumberof counterparts,eachofwhichshallconstituteanoriginal,andallofwhichwilltogether constitutethisoneAgreement. INWITNESSWHEREOF,thePartieshavevoluntarilyenteredintothisAgreementasofthedate lastsignedbythePartiesbelow. CITYOFRENTON By:_____________________________ CONSULTANT By:____________________________ EdVanValey ChiefAdministrativeOfficer UnaMcAlinden Principal _____________________________ Date _____________________________ Date ApprovedastoLegalForm By:__________________________ ShaneMoloney CityAttorney ContractTemplateUpdated5/21/2021 Creative Strategy Solutions | Proposal for Board Retreat: City of Renton Scope of Work & Fee Creative Strategy Solutions provides planning design and facilitation using the Technology of Participation approach. This is a highly contextual, customized, and situationally adapted process with unique and tailored delivery for every client. The fee for this project will be $15,000*. Creative Strategy Solutions will guide the retreat preparation through the following steps: Planning & Preparation Consultant Work Activities Client Responsibilities Deliverables Complete initial needs assessment Confirm participants & any necessary accommodations Confirm session goals and outcomes Identify appropriate processes, draft agenda overview, and roles Complete individual calls with each Council member (and other key leaders) Confirm and contribute to logistics: as needed Gather planning team Coordinate planning meeting logistics and platforms Provide details of participants & any accommodations Participate in planning and design meetings as needed Provide relevant background information and documents Session agenda outline (draft) Session Design Consultant Work Activities Client Responsibilities Deliverables Compile all needed materials and supplies Complete agenda revisions as needed, after client review Create any customized materials, visuals, documents needed for sessions Provide access to or photographs and specifications of the venue and space logistics Review draft agenda and provide feedback Address requirements for public access Detailed facilitation plan Confirmed logistical needs Revised final agenda Facilitation Consultant Work Activities Client Responsibilities Deliverables Deliver two-day facilitated processes Provide documentation of group work products to client after the session Arrange event logistics Set up room configuration Participate in facilitation as agreed upon during planning Support documentation, as needed Facilitated two-day retreat sessions Completed work product, as developed by participants Documentation and Follow Up Consultant Work Activities Client Responsibilities Deliverables Meet with client for debrief Participate in final debrief Distribute and complete post- planning survey if requested Not applicable * Reflects a reduction from my standard full-day rate in recognition of the two-day engagement. This fee is based on the preparation and all pre-session work being conducted virtually and the retreat session taking place in-person. Modifications to adapt or pivot to a virtual or hybrid meeting is entirely possible with adequate lead time, however, this will incur additional fees and staffing/support costs because of the complexity of operating in multiple platforms and modalities. ΎϞώϏψϏϚΊ