HomeMy WebLinkAboutContract 49002 3456 $
9 j TTY SECREMMI
Q� r(►kco °� CONTRACT NO.
a2�7p�1 �H PROFESSIONAL SERVICES AGREEMENT
N a lw Stevie Dawn Inspires,LLC
`o G�G�S�GR�A�ya
T ' OFESSIONAL SERVICES AGREEMENT("Agreement")is made and entered into by
6 8 e e CITY OF FORT WORTH("City"),a Texas home rule municipal corporation,acting by
a ough Susan Alanis, its duly authorized Assistant City Manager, and STEVIE DAWN INSPIRES,
LLC("Vendor"),a Texas Limited Liability Company,and acting by and through Dr. Stevie Dawn Blakely
its duly authorized Owner, each individually referred to as a "party" and collectively referred to as the
"parties."
AGREEMENT DOCUMENTS:
The Agreement documents shall include the following:
1. This Professional Services Agreement;
2. Exhibit A—Scope of Services;
3. Exhibit B—Price Schedule; and
4. Exhibit C—Verification of Signature Authority Form.
Exhibits A,B and C,which are attached hereto and incorporated herein, are made a part of this Agreement
for all purposes. In the event of any conflict between the terms and conditions of Exhibits A, B or C and
the terms and conditions set forth in the body of this Agreement,the terms and conditions of this Agreement
shall control.
1. SCOPE OF SERVICES.
Vendor agrees to provide Leadership Training, a Train the Trainer program and, as may
subsequently be requested by the City,up to ten 2 hour workshops for City employees.Exhibit"A,"-Scope
of Services more specifically describes the services to be provided hereunder.
2. TERM.
This Agreement shall begin on April 13, 2017 ("Effective Date"), and shall expire on March 31,
2018 ("Expiration Date"), unless terminated earlier in accordance with this Agreement ("Initial Term").
City shall have the option, in its sole discretion, to renew this Agreement under the same terms and
conditions,for up to three(3)one-year renewal options, at City's sole discretion.
3. COMPENSATION.
City shall pay Vendor in accordance with the fee schedule of Vendor personnel who perform
services under this Agreement in accordance with the provisions of this Agreement and Exhibit`B,"—Price
Schedule. Total payment made under this Agreement for the first year by City shall not exceed eighty
nine thousand Dollars($89,000.00).Vendor shall not perform any additional services or bill for expenses
incurred for City not specified by this Agreement unless City requests and approves in writing the additional
costs for such services. City shall not be liable for any additional expenses of Vendor not specified by this
Agreement unless City first approves such expenses in writing. City agrees to pay all invoices of Vendor
within thirty(30)days of receipt of such invoice.
OFFICIAL RECORD
CITY SECRETARY
FT.WORTH,TX
Professional Services Agreement Page 1 of 18
J
4. TERMINATION.
4.1. Written Notice. City or Vendor may terminate this Agreement at any time and for any
reason by providing the other party with 30 days' written notice of termination.
4.2 Non-appropriation of Funds. In the event no funds or insufficient funds are appropriated
by City in any fiscal period for any payments due hereunder, City will notify Vendor of such occurrence
and this Agreement shall terminate on the last day of the fiscal period for which appropriations were
received without penalty or expense to City of any kind whatsoever, except as to the portions of the
payments herein agreed upon for which funds have been appropriated.
4.3 Duties and Obligations of the Parties.In the event that this Agreement is terminated prior
to the Expiration Date, City shall pay Vendor for services actually rendered up to the effective date of
termination and Vendor shall continue to provide City with services requested by City and in accordance
with this Agreement up to the effective date of termination. Upon termination of this Agreement for any
reason,Vendor shall provide City with copies of all completed or partially completed documents prepared
under this Agreement.In the event Vendor has received access to City Information or data as a requirement
to perform services hereunder, Vendor shall return all City provided data to City in a machine readable
format or other format deemed acceptable to City.
5. DISCLOSURE OF CONFLICTS AND CONFIDENTIAL INFORMATION.
5.1 Disclosure of Conflicts. Vendor hereby warrants to City that Vendor has made full
disclosure in writing of any existing or potential conflicts of interest related to Vendor's services under this
Agreement. In the event that any conflicts of interest arise after the Effective Date of this Agreement,
Vendor hereby agrees immediately to make full disclosure to City in writing.
5.2 Confidential Information.Vendor, for itself and its officers, agents and employees, agrees
that it shall treat all information provided to it by City("City Information") as confidential and shall not
disclose any such information to a third party without the prior written approval of City.
5.3 Unauthorized Access.Vendor shall store and maintain City Information in a secure manner
and shall not allow unauthorized users to access, modify, delete or otherwise corrupt City Information in
any way.Vendor shall notify City immediately if the security or integrity of any City Information has been
compromised or is believed to have been compromised,in which event,Vendor shall, in good faith,use all
commercially reasonable efforts to cooperate with City in identifying what information has been accessed
by unauthorized means and shall fully cooperate with City to protect such City Information from further
unauthorized disclosure.
6. RIGHT TO AUDIT.
Vendor agrees that City shall, until the expiration of three(3)years after final payment under this
contract,or the final conclusion of any audit commenced during the said three years,have access to and the
right to examine at reasonable times any directly pertinent books,documents,papers and records,including,
but not limited to,all electronic records, of Vendor involving transactions relating to this Agreement at no
additional cost to City. Vendor agrees that City shall have access during normal working hours to all
necessary Vendor facilities and shall be provided adequate and appropriate work space in order to conduct
audits in compliance with the provisions of this section. City shall give Vendor reasonable advance notice
of intended audits.
Professional Services Agreement Page 2 of 18
7. INDEPENDENT CONTRACTOR.
It is expressly understood and agreed that Vendor shall operate as an independent contractor as to
all rights and privileges and work performed under this Agreement, and not as agent, representative or
employee of City. Subject to and in accordance with the conditions and provisions of this Agreement,
Vendor shall have the exclusive right to control the details of its operations and activities and be solely
responsible for the acts and omissions of its officers, agents, servants, employees, consultants and
subVendors. Vendor acknowledges that the doctrine of respondeat superior shall not apply as between
City, its officers, agents, servants and employees, and Vendor, its officers, agents, employees, servants,
Vendors and subVendors. Vendor further agrees that nothing herein shall be construed as the creation of a
partnership or joint enterprise between City and Vendor. It is further understood that City shall in no way
be considered a Co-employer or a Joint employer of Vendor or any officers,agents,servants,employees or
subVendor of Vendor. Neither Vendor, nor any officers, agents, servants, employees or subVendor of
Vendor shall be entitled to any employment benefits from City. Vendor shall be responsible and liable for
any and all payment and reporting of taxes on behalf of itself, and any of its officers, agents, servants,
employees or subVendor.
8. LIABILITY AND INDEMNIFICATION.
8.1 LIABILITY- VENDOR SHALL BE LIABLE AND RESPONSIBLE FOR ANY AND
ALL PROPERTY LOSS, PROPERTY DAMAGE AND/OR PERSONAL INJURY, INCLUDING
DEATH, TO ANY AND ALL PERSONS, OF ANY KIND OR CHARACTER, WHETHER REAL OR
ASSERTED, TO THE EXTENT CAUSED BY THE NEGLIGENT ACT(S) OR OMISSION(S),
MALFEASANCE OR INTENTIONAL MISCONDUCT OF VENDOR, ITS OFFICERS, AGENTS,
SERVANTS OR EMPLOYEES.
8.2 GENERAL INDEMNIFICATION- VENDORHEREBYCOVENANTSAAD AGREES
TO INDEMNIFY,HOLD HARMLESS AND DEFEND CITY,ITS OFFICERS,AGENTS,SER PANTS
AND EMPLOYEES,FROMAAD A GAINST ANYAND ALL CLAIMS OR LAWSUITS OFANYKIND
OR CHARACTER, WHETHER REAL OR ASSERTED, FOR EITHER PROPERTY DAMAGE OR
LOSS (INCLUDING ALLEGED DAMAGE OR LOSS TO VENDOR'S BUSINESS AND ANY
RESULTING LOST PROFITS)AND/OR PERSONAL INJURY,INCL UOING DEATH, TO ANYAND
ALL PERSONS, ARISING OUT OF OR IN CONNECTION WITH THIS AGREEMENT, TO THE
EXTENT CAUSED BY THE NEGLIGENT ACTS OR OMISSIONS OR MALFEASANCE OF
VENDOR,ITS OFFICERS,AGENTS,SERVANTS OR EMPLOYEES.
8.3 INTELLECTUAL PROPERTY INDEMNIFICATION — Vendor agrees to defend,
settle, or pay, at its own cost and expense, any claim or action against City for infringement of any
patent, copyright,trade mark, trade secret,or similar property right arising from City's use of the
software and/or documentation in accordance with this Agreement, it being understood that this
agreement to defend, settle or pay shall not apply if City modifies or misuses the software and/or
documentation. So long as Vendor bears the cost and expense of payment for claims or actions against
City pursuant to this section,Vendor shall have the right to conduct the defense of any such claim or
action and all negotiations for its settlement or compromise and to settle or compromise any such
claim; however, City shall have the right to fully participate in any and all such settlement,
negotiations, or lawsuit as necessary to protect City's interest, and City agrees to cooperate with
Vendor in doing so. In the event City, for whatever reason, assumes the responsibility for payment
of costs and expenses for any claim or action brought against City for infringement arising under this
Agreement,City shall have the sole right to conduct the defense of any such claim or action and all
negotiations for its settlement or compromise and to settle or compromise any such claim; however,
Professional Services Agreement Page 3 of 18
r
r
Vendor shall fully participate and cooperate with City in defense of such claim or action.City agrees
to give Vendor timely written notice of any such claim or action,with copies of all papers City may
receive relating thereto. Notwithstanding the foregoing, City's assumption of payment of costs or
expenses shall not eliminate Vendor's duty to indemnify City under this Agreement.If the software
and/or documentation or any part thereof is held to infringe and the use thereof is enjoined or
restrained or,if as a result of a settlement or compromise,such use is materially adversely restricted,
Vendor shall, at its own expense and as City's sole remedy, either: (a) procure for City the right to
continue to use the software and/or documentation;or(b)modify the software and/or documentation
to make it non-infringing, provided that such modification does not materially adversely affect
City's authorized use of the software and/or documentation; or (c) replace the software and/or
documentation with equally suitable, compatible, and functionally equivalent non-infringing
software and/or documentation at no additional charge to City; or (d) if none of the foregoing
alternatives is reasonably available to Vendor terminate this Agreement,and refund all amounts paid
to Vendor by City,subsequent to which termination City may seek any and all remedies available to
City under law.
9. ASSIGNMENT AND SUBCONTRACTING.
9.1 Assignment. Vendor shall not assign or subcontract any of its duties, obligations or rights
under this Agreement without the prior written consent of City.If City grants consent to an assignment,the
assignee shall execute a written agreement with City and Vendor under which the assignee agrees to be
bound by the duties and obligations of Vendor under this Agreement.Vendor and Assignee shall be jointly
liable for all obligations of Vendor under this Agreement prior to the effective date of the assignment.
9.2 Subcontract. City grants consent for the Vendor to use subcontracted trainers. The Vendor
shall execute a written agreement with subcontracted trainers referencing this Agreement under which
subcontracted trainers shall agree to be bound by the duties and obligations of Vendor under this Agreement
as such duties and obligations may apply.Vendor shall provide City with a fully executed copy of any such
subcontract prior to the subcontractor's provision of services herein. Notwithstanding anything to the
contrary herein, payment for any services provided by a subcontractor shall be handled by and between
Vendor and the subcontractor. The City will not pay any subcontractors directly.
10. INSURANCE.
Vendor shall provide City with certificate(s) of insurance documenting policies of the following
types and minimum coverage limits that are to be in effect prior to commencement of any work pursuant
to this Agreement:
10.1 Coverage and Limits
(a) Commercial General Liability:
$1,000,000- Each Occurrence
$2,000,000- Aggregate
(b) Automobile Liability:
$1,000,000- Each occurrence on a combined single limit basis
Professional Services Agreement Page 4 of 18
Coverage shall be on any vehicle used by Vendor, its employees, agents,
representatives in the course of providing services under this Agreement. "Any
vehicle"shall be any vehicle owned,hired and non-owned.
(c) Worker's Compensation:
Statutory limits according to the Texas Workers' Compensation Act or any other
state workers' compensation laws where the work is being performed
Employers' liability
$100,000 - Bodily Injury by accident;each accident/occurrence
$100,000 - Bodily Injury by disease; each employee
$500,000 - Bodily Injury by disease; policy limit
(d) Professional Liability(Errors&Omissions):
$1,000,000- Each Claim Limit
$1,000,000- Aggregate Limit
Professional Liability coverage may be provided through an endorsement to the
Commercial General Liability (CGL) policy, or a separate policy specific to
Professional E&O. Either is acceptable if coverage meets all other requirements.
Coverage shall be claims-made,and maintained for the duration of the contractual
agreement and for two (2) years following completion of services provided. An
annual certificate of insurance shall be submitted to City to evidence coverage.
10.2 General Requirements
(a) The commercial general liability and automobile liability policies shall name City
as an additional insured thereon, as its interests may appear.The term City shall
include its employees, officers, officials, agents, and volunteers in respect to the
contracted services.
(b) The workers' compensation policy shall include a Waiver of Subrogation (Right
of Recovery)in favor of City.
(c) A minimum of Thirty (30) days' notice of cancellation or reduction in limits of
coverage shall be provided to City. Ten(10)days'notice shall be acceptable in the
event of non-payment of premium.Notice shall be sent to the Risk Manager,City
of Fort Worth,200 Texas Street,Fort Worth,Texas 76102,with copies to the Fort
Worth City Attorney at the same address.
(d) The insurers for all policies must be licensed and/or approved to do business in the
State of Texas.All insurers must have a minimum rating of A-VII in the current
A.M.Best Key Rating Guide,or have reasonably equivalent financial strength and
solvency to the satisfaction of Risk Management.If the rating is below that
required,written approval of Risk Management is required.
(e) Any failure on the part of City to request required insurance documentation shall
not constitute a waiver of the insurance requirement.
Professional Services Agreement Page 5 of IS
r
e
(f) Certificates of Insurance evidencing that Vendor has obtained all required
insurance shall be delivered to the City prior to Vendor proceeding with any work
pursuant to this Agreement.
11. COMPLIANCE WITH LAWS,ORDINANCES,RULES AND REGULATIONS.
Vendor agrees that in the performance of its obligations hereunder, it shall comply with all
applicable federal, state and local laws, ordinances,rules and regulations and that any work it produces in
connection with this Agreement will also comply with all applicable federal, state and local laws,
ordinances, rules and regulations. If City notifies Vendor of any violation of such laws, ordinances, rules
or regulations,Vendor shall immediately desist from and correct the violation.
12. NON-DISCRIMINATION COVENANT.
Vendor, for itself, its personal representatives, assigns, subVendors and successors in interest, as
part of the consideration herein, agrees that in the performance of Vendor's duties and obligations
hereunder,it shall not discriminate in the treatment or employment of any individual or group of individuals
on any basis prohibited by law. IF ANY CLAIM ARISES FROM AN ALLEGED VIOLATION OF
THIS NON-DISCREMINATION COVENANT BY VENDOR, ITS PERSONAL
REPRESENTATIVES,ASSIGNS,SUBVENDORSS OR SUCCESSORS IN INTEREST,VENDOR
AGREES TO ASSUME SUCH LIABILITY AND TO INDEMNIFY AND DEFEND CITY AND
HOLD CITY HARMLESS FROM SUCH CLAIM.
13. NOTICES.
Notices required pursuant to the provisions of this Agreement shall be conclusively determined to
have been delivered when (1) hand-delivered to the other party, its agents, employees, servants or
representatives,(2)delivered by facsimile with electronic confirmation of the transmission, or(3)received
by the other party by United States Mail,registered,return receipt requested, addressed as follows:
To CITY: To VENDOR:
City of Fort Worth Stevie Dawn Inspires,LLC
Attn: Susan Alanis,Assistant City Manager Dr. Stevie Dawn Blakely, Owner
200 Texas Street 1200 Delaware Drive
Fort Worth,TX 76102-6314 Mansfield,TX 76063
Facsimile: (817) 392-8654 Facsimile:
With copy to Fort Worth City Attorney's Office at
same address
14. SOLICITATION OF EMPLOYEES.
Neither City nor Vendor shall, during the term of this Agreement and additionally for a period of
one year after its termination, solicit for employment or employ, whether as employee or independent
contractor,any person who is or has been employed by the other during the term of this Agreement,without
the prior written consent of the person's employer. Notwithstanding the foregoing,this provision shall not
Professional Services Agreement Page 6 of 18
apply to an employee of either party who responds to a general solicitation of advertisement of employment
by either party.
15. GOVERNMENTAL POWERS.
It is understood and agreed that by execution of this Agreement,City does not waive or surrender
any of its governmental powers or immunities.
16. NO WAIVER.
The failure of City or Vendor to insist upon the performance of any term or provision of this
Agreement or to exercise any right granted herein shall not constitute a waiver of City's or Vendor's
respective right to insist upon appropriate performance or to assert any such right on any future occasion.
17. GOVERNING LAW/VENUE.
This Agreement shall be construed in accordance with the laws of the State of Texas.If any action,
whether real or asserted, at law or in equity, is brought pursuant to this Agreement, venue for such action
shall lie in state courts located in Tarrant County,Texas or the United States District Court for the Northern
District of Texas,Fort Worth Division.
18. SEVERABILITY.
If any provision of this Agreement is held to be invalid, illegal or unenforceable, the validity,
legality and enforceability of the remaining provisions shall not in any way be affected or impaired.
19. FORCE MAJEURE.
City and Vendor shall exercise their best efforts to meet their respective duties and obligations as
set forth in this Agreement, but shall not be held liable for any delay or omission in performance due to
force majeure or other causes beyond their reasonable control, including, but not limited to, compliance
with any government law, ordinance or regulation, acts of God, acts of the public enemy, fires, strikes,
lockouts, natural disasters, wars, riots, material or labor restrictions by any governmental authority,
transportation problems and/or any other similar causes.
20. HEADINGS NOT CONTROLLING.
Headings and titles used in this Agreement are for reference purposes only, shall not be deemed a
part of this Agreement,and are not intended to define or limit the scope of any provision of this Agreement.
21. REVIEW OF COUNSEL.
The parties acknowledge that each party and its counsel have reviewed and revised this Agreement
and that the normal rules of construction to the effect that any ambiguities are to be resolved against the
drafting party shall not be employed in the interpretation of this Agreement or Exhibits A,B, and C.
22. AMENDMENTS/MODIFICATIONS/EXTENSIONS.
Professional Services Agreement Page 7 of IS
s
No amendment,modification, or extension of this Agreement shall be binding upon a party hereto
unless set forth in a written instrument,which is executed by an authorized representative of each party.
23. ENTIRETY OF AGREEMENT.
This Agreement, including Exhibits A, B and C, contains the entire understanding and agreement
between City and Vendor,their assigns and successors in interest, as to the matters contained herein. Any
prior or contemporaneous oral or written agreement is hereby declared null and void to the extent in conflict
with any provision of this Agreement.
24. COUNTERPARTS.
This Agreement may be executed in one or more counterparts and each counterpart shall, for all
purposes, be deemed an original, but all such counterparts shall together constitute one and the same
instrument.
25. WARRANTY OF SERVICES.
Vendor warrants that its services will be of a professional quality and conform to generally
prevailing industry standards.City must give written notice of any breach of this warranty within thirty(3 0)
days from the date that the services are completed. In such event, at Vendor's option,Vendor shall either
(a) use commercially reasonable efforts to re-perform the services in a manner that conforms with the
warranty,or(b)refund the fees paid by City to Vendor for the nonconforming services.
26. RVD41GRATION NATIONALITY ACT.
City actively supports the Immigration & Nationality Act (INA) which includes provisions
addressing employment eligibility, employment verification, and nondiscrimination. Vendor shall verify
the identity and employment eligibility of all employees who perform work under this Agreement.Vendor
shall complete the Employment Eligibility Verification Form(I-9),maintain photocopies of all supporting
employment eligibility and identity documentation for all employees,and upon request, provide City with
copies of all I-9 forms and supporting eligibility documentation for each employee who performs work
under this Agreement. Vendor shall establish appropriate procedures and controls so that no services will
be performed by any employee who is not legally eligible to perform such services. Vendor shall provide
City with a certification letter that it has complied with the verification requirements required by this
Agreement.Vendor shall indemnify City from any penalties or liabilities due to violations of this provision.
City shall have the right to immediately terminate this Agreement for violations of this provision by Vendor.
27. OWNERSHIP OF WORK PRODUCT.
City shall be the sole and exclusive owner of all reports, work papers, procedures, guides, and
documentation, created, published, displayed, and/or produced in conjunction with the services provided
under this Agreement(collectively, "Work Product"). Further, City shall be the sole and exclusive owner
of all copyright, patent, trademark, trade secret and other proprietary rights in and to the Work Product.
Ownership of the Work Product shall inure to the benefit of City from the date of conception, creation or
fixation of the Work Product in a tangible medium of expression (whichever occurs first). Each
copyrightable aspect of the Work Product shall be considered a "work-made-for-hire" within the meaning
of the Copyright Act of 1976, as amended. If and to the extent such Work Product, or any part thereof, is
not considered a "work-made-for-hire" within the meaning of the Copyright Act of 1976, as amended,
Vendor hereby expressly assigns to City all exclusive right,title and interest in and to the Work Product,
and all copies thereof,and in and to the copyright,patent,trademark,trade secret,and all other proprietary
Professional Services Agreement Page 8 of 18
w
rights therein, that City may have or obtain, without further consideration, free from any claim, lien for
balance due,or rights of retention thereto on the part of City.Vendor will maintain ownership of its training
curriculum.
28. SIGNATURE AUTHORITY.
The person signing this Agreement hereby warrants that he/she has the legal authority to execute
this Agreement on behalf of the respective party,and that such binding authority has been granted by proper
order,resolution,ordinance or other authorization of the entity.This Agreement and any amendment hereto,
may be executed by any authorized representative of Vendor whose name,title and signature is affixed on
the Verification of Signature Authority Form, which is attached hereto as Exhibit"C". Each party is fully
entitled to rely on these warranties and representations in entering into this Agreement or any amendment
hereto.
29. CHANGE IN COMPANY NAME OR OWNERSHIP.
Vendor shall notify City's Purchasing Manager, in writing, of a company name, ownership, or
address change for the purpose of maintaining updated City records. The president of Vendor or authorized
official must sign the letter. A letter indicating changes in a company name or ownership must be
accompanied with supporting legal documentation such as an updated W-9, documents filed with the state
indicating such change, copy of the board of director's resolution approving the action, or an executed
merger or acquisition agreement. Failure to provide the specified documentation so may adversely impact
future invoice payments.
30. NO THIRD PARTY RIGHTS.
The provisions and conditions of this Agreement are solely for the benefit for the City and Vendor,
and are not intended to create any rights,contractual Qi>gtlietv�i��,fpr any other person or entity.
IN WITNESS WHEREOF,the parties hcMo have executed this I"ement in multiples this 13th
day of April,2017.
(signature page follows)
Professional Services Agreement Page 9 of 18
s
ACCEPTED AND AGREED:
CITY OF FORT WORTH:
CONTRACT COMPLIANCE MANAGER:
By signing I acknowledge that I am the person
responsible for the monitoring and administration of
this contract,including ensuring all performance and
By. L./ reporting requirements.
Nane: Susan Alanis
Titlbr" Assistant City Manager
Date: C
By:
Name: Cristi Lemon
APPROVAL RECOMMENDED: Title: Performance Administrator
APPROVED AS TO FORM AND LEGALITY:
By: �",Vtwk
Name: Lynda John on
Title: Chief Performance Officer By:
Name: Jes an svan
ATTEST: Title: A . ant C ty Attorney
CONTRACT AUTHORIZATION:
By: vu S'ni M&C: N/A
Name: Mary Kayser
�pf1/Title: City Secretary
VENDOR: 't
Stevie Dawn Inspires,LLC ATTEST:
By: By: f i
Name: Stevie Dawn Blakely Name:
Title: Owner Title:
Date: I
OF7WORTHO
CI
F
Professional Services Agreement Page TO uf To
EXIMIT A
SCOPE OF SERVICES
Leadership Training
Level I:Habits of Leadership (on-site)
This program is designed for brand new supervisors, or individuals looking to become
supervisors and customized for the City of Fort Worth. This program includes face-to-face
classroom experiences, including group discussion and activities. The goal is to give individuals
the skills they need to provide a foundation for leadership success.
Learning Objectives:
1. Develop a personal leadership brand statement
2. Identify the difference between conflict management and conflict resolution
3. Explore Emotional Intelligence
4. Define the process of team formation and importance of team dynamics
5. Discuss the difference between a manager, supervisor, and leader
6. Develop dynamic speaking strategies
7. Assess leadership strengths and identify areas for
Classroom Instruction (18 hours/3 hours per session): These sessions will include discussions
and group activities based on topics within the program. Participants will engage with others and
discuss leadership best practices. These sessions will be facilitated and directed around content,
but also allow for organic discussions around"hot topic"issues. Tentative topics include:
• Emotionallntelligence (EI):The learned ability to understand, identify, express,and experience
emotions in healthy and productive ways. We focus on 3 main components of EI: awareness,
understanding,and influence. Increased Emotional Intelligence allows supervisors to
communicate more effectively with colleagues, supervisors,and other stakeholders.
• Developing a Leadership Brand'An in-depth discussion of the different leadership styles and
how to create a personal leadership brand statement to guide your work.
• Handling Conflict:Every employee will deal with conflict at some point in their career. Building
relationships and trust in the workplace hinges on your ability to manage and/or resolve conflict.
• Team Dynamics:Leading a team requires an understanding of the process of team formation.
We will discuss the importance of team dynamics and best practices for engaging a high-
performing team.
• Dynamic Speaking:Every leader must be able to speak in front of a group. Whether speaking to
2 people or 2,000,you must be able to use your voice and body language to engage and influence
your audience. During this session, participants will have multiple chances to practice their
public speaking skills.
• Leader vs Manager:Often people confuse the words leader and manager. They are not the
same thing. While many managers can be leaders, leadership is not given by a title. It is a
lifestyle choice that one must make. In this module, we will discuss the differences between
managers and leaders,as well as the tools all leaders need regardless of title.
Professional Services Agreement—Exhibit A Page 11 of 18
Level 2:Becoming an Agile Leader(on-site)
This program is designed for new supervisors and customized for the City of Fort Worth. This
program includes face-to-face classroom experiences, as well as online learning modules and
resources. The goal is to give supervisors immediately applicable skills to improve their
communication and leadership of others.
Learning Objectives:
1. Assess leadership and communication skills
2. Demonstrate self-awareness verbally and in-writing
3. Define and understand the importance of agile leadership
4. Demonstrate increased Emotional Intelligence using the ESAP assessment
5. Develop self-reflection strategies for daily accountability
6. Connect presentation and communication styles to effectiveness
7. Explore innovation and intention as elements of effective leadership
8. Discuss how personal leadership impacts organizational culture
Classroom Instruction (18 hours/3 hours per session): These sessions will include discussions
and group activities based on topics within the program. Participants will engage with other
supervisors to debrief leadership and management situations, conversations, and activities. These
sessions will be facilitated and directed around content, but also allow for organic discussions
around"hot topic"issues. Tentative topics include:
Emotiona/Inte//igence(EI):The learned ability to understand, identify, express,and experience
emotions in healthy and productive ways. We focus on 3 main components of EI: awareness,
understanding, and influence. Increased Emotional Intelligence allows supervisors to
communicate more effectively with colleagues, supervisors,and other stakeholders.
• Communication Strategies:An in-depth discussion of multiple communication strategies that
allow for a healthy and happy workplace.
• Self-Awareness:The most difficult aspect of Emotional Intelligence is the ability to be self-
aware. In order to be effective communicators, we must be aware of our internal prejudices and
our external appearance.
Agile Leadership:Many organizations and teams struggle at some point in time with the concept
of agility. Leaders do not believe in continuing the status quo. The goal of leadership is to view
the big picture and make decisions that are best for the organization and the individuals
involved.
• Innovation and Intention:Leaders must be able to assess and react quickly. Creativity and
innovation are traits that are often found in highly successful leaders. These are accompanied
by the ability to be intentional with every interaction. Learning how to combine innovation and
intention will allow leaders to expand and compound their effectiveness with employees,
colleagues, and supervisors.
Online Modules: These online video tutorials will provide content that can be covered in-
between interactive workshops. Each module will contain an Accountability Assignment at the
end for participants to demonstrate knowledge and completion of the video tutorial. These videos
along with handouts and templates will give participants access to tools that they can refer to for
6 months after program completion. The tentative topics for online modules include:
Professional Services Agreement—Exhibit A Page 12 of 18
• Leadership Values:Every leader must take time to assess and analyze their personal values.
These values not only direct how we live our lives every day, but also impact our communication
and team dynamics at work. In this set of videos, participants will be able to assess their own
values and start to craft a leadership brand statement to guide their future workplace
behaviors.
• Communication Sty/es:Everyone has a preferred communication style. By understanding the
different styles and preferences, leaders can communicate more effectively with those around
them. This module will include an assessment, cheat sheet,and strategy guide for dealing with
the different communication styles.
• Leader vs Manager:Often people confuse the words leader and manager. They are not the
same thing. While many managers can be leaders, leadership is not given by a title. It is a
lifestyle choice that one must make. In this module, we will discuss the differences between
managers and leaders,as well as the tools all leaders need regardless of title.
Level 3:Embracing Strategic Management(on-site)
This program is designed for experienced supervisors and customized for the City of Fort Worth.
This program includes face-to-face classroom experiences, as well as online learning modules
and resources. The goal is to give supervisors the skills to think strategically about their work
and the departments they manage.
Learning Objectives:
1. Identify leadership "blind spots"verbally and in-writing
2. Define personal leadership style and establish a leadership brand
3. Utilize productivity strategies to improve efficiency and effectiveness
4. Demonstrate increased Emotional Intelligence
5. Apply learning style preferences to improve communication through in-class briefing
6. Employ strategic thinking strategies to develop a vision for their department
7. Integrate supervision strategies and feedback techniques to increase open, honest
communication
8. Assess and Discuss supervisor liability and accountability within the organization
Classroom Instruction (18 hours/3 hours per session): These sessions will include discussions
and group activities based on topics within the program. Participants will engage with other
supervisors to debrief leadership and management situations, conversations, and activities. These
sessions will be facilitated and directed around content,but also allow for organic discussions
around"hot topic" issues. Tentative topics include:
• Emotiona/Inte//igence(EI):The learned ability to understand, identify, express,and experience
emotions in healthy and productive ways. We focus on 3 main components of EI: awareness,
understanding,and influence. Increased Emotional Intelligence allows supervisors to
communicate more effectively with colleagues,supervisors,and other stakeholders.
• Communication Strategies:An in-depth discussion of multiple communication strategies that
allow for a healthy and happy workplace.
Professional Services Agreement—Exhibit A Page 13 of 18
• Supervision Techniques:Creating a high-performing team requires Active Supervision and the
use of a Coach Approach. These techniques will be used to encourage supervisors to improve
their management techniques.
• Accountability:Many organizations and teams struggle at some point in time with the concept of
trust. Every supervisor must learn how to be accountable for their actions and how to hold team
members accountable. It is important to learn how to give critical feedback in a way that
creates a positive work environment based on personal responsibility and ethical decision
making.
• Task Management:Being a supervisor means dealing with paperwork daily. Email communication
and management,filing reports,and dealing with employees are daily tasks that a supervisor
handles. In this session,we will discuss tips and tricks for being more productive and efficient
when it comes to daily tasks, so you can spend more time being effective with people.
• Strategic Thinking:An effective and influential leader is someone who can see the future. To
see current data and trends to predict where an organization is headed. As a supervisor, it is
important for participants to be able to be a visionary within the department. In this workshop,
we will discuss crafting a vision and using strategic thinking as a daily leadership tool.
Online Modules: These online video tutorials will provide content that can be covered in-
between interactive workshops. Each module will contain an Accountability Assignment at the
end for participants to demonstrate knowledge and completion of the video tutorial. These videos
along with handouts and templates will give participants access to tools that they can refer to for
6 months after program completion. The tentative topics for online modules include:
• Leadership Style:Becoming a leader is a lifestyle choice. You must be comfortable being the
boss and leading by example. While there are best practices when it comes to leadership, every
leader is different. In this topic, participants uncover their own leadership style and how to
become the best leaders they can be.
• Coach Approach:By taking a talent development approach to supervision, leaders can empower
subordinates to accomplish great things. This topic includes videos, examples,and web
resources to help leaders better understand this supervisory tool.
• Team Dynamics:The importance of team cohesion and understanding is imperative to creating
an effective organization. This topic allows participants to investigate their own place within a
team and better understand all team members through videos, examples,and resources.
One-Time Workshops
Customer Service 101
Customer Service is about strengthening relationships and effective communication. It is not
simply about choosing the right words to say,but understanding how to utilize your tone of voice
and Emotional Intelligence to de-escalate tense situations and improve message effectiveness.
The foundation of superior customer service starts with effective communication. In this
workshop,participants will discuss real-life examples of customer interactions and debrief on
how to improve customer relationships.
Professional Services Agreement—Exhibit A Page 14 of 18
Learning objectives:
• Understand your own behavior and how to manage your customer's behavior better
• Improve your communications skills
• Learn to handle upset or angry customers
• Implement proper phone skills
• Understand and implement proper body language
This interactive workshop will allow participants multiple opportunities to role-play situations
and discuss best practices. Participants will leave with handouts and resources to continue to
improve their communication.
Effective Communication through Emotional Intelligence
People are the No. 1 resource in every organization and keeping misunderstandings to a
minimum creates a more positive workplace environment. It is not just about what you say, but
also how you say it. Emotional Intelligence is the ability to identify, express, understand, and
experience emotions in healthy and productive ways. In terms of communication, Emotional
Intelligence allows us to be"smarter"when it comes to handling our emotions during
conversations. This workshop will explore the three main cornerstones of Emotional
Intelligence: self-awareness,understanding, and influence. Participants will leave with tips that
are immediately applicable to improve their communications.
Learning objectives:
• Understand the basics of Emotional Intelligence
• Recognize how Emotional Intelligence can be used to improve communication
• Identify key words and phrases that often create misunderstandings
• Evaluate current communication strategies
• Develop an Action Plan for implementing a more Emotionally Intelligent communication
strategy
This interactive workshop will include handouts and resources for continued improvement after
the workshop ends. Participants will have the opportunity to try out new techniques within the
workshop and see the impact they can have on communication.
Becoming a Dynamic Speaker
Whether for 2 minutes or 42 minutes,we must be able to communicate our message effectively.
All of us participate in some form of public speaking. Whether it be speaking to your boss about
a new product line,pitching your business to a group of investors or just trying to get your team
on the same page, you should be able to communicate your message effectively. You want to
engage and inspire your audience. You want to be able to persuade and influence those around
you.
Professional Services Agreement—Exhibit A Page 15 of 18
r
This workshop will cover the three phases of public speaking with tips and techniques to push
you outside of your comfort zone and into the spotlight. All the strategies work whether you are
in a one-on-one meeting or presenting to a large group. Participants will have the opportunity to
engage with others in a safe and fun environment to learn how to be a more dynamic speaker!
Learning objectives:
• Understand the basics of Public Speaking
• Learn how to craft an engaging message
• Identify different presentation and learning styles to communicate effectively
• Evaluate current public speaking strengths
• Explore different strategies for engagement
Train the Trainer Program
Often employees are called upon to train fellow employees or subordinates in departmental
expectations. These training sessions might include discussing the procedures for a software
program or perhaps understanding how to follow a grievance process with a customer. While
high performing employees and supervisors can provide this training, there are some gaps in
knowledge. These"trainers"do not necessarily understand adult learning,how to create effective
content,teaching methods, or best practices for training.
The Train the Trainer program is designed to give these departmental trainers the opportunity to
improve their training and increase the overall effectiveness of their team.
Effective Training Workshop: The program starts with a 3-hour workshop to teach participants
best practices in terms of training. Participants will learn how to design more impactful training
and how to deliver it effectively. We will discuss adult learning theory, content-design,teaching
and learning styles, and top training tips.
Individual Coaching: After attending the workshop,participants will be able to schedule a one-
on-one session(1-hour)to receive a critique of their content and training design. This will allow
the participants to determine if their content is appropriate for their audience as well as the
opportunity to practice the delivery of portions of their training.
Professional Services Agreement—Exhibit A Page 16 of 18
EXIIIBIT B
PRICE SCHEDULE
Price Details
Leadership Programs(starting in April) $15,000 each
• Level 1: Habits of Leadership(two sessions)
• Level 2: Becoming an Agile Leader(one session)
• Level 3: Embracing Strategic Management(one session)
Train the Trainer Program $9,000 each
• One Workshop and 15 hours of Critique Sessions
Up to 10 Open Workshops $2,000 each
Services will be invoiced based on the services provided within that month.
Invoice Dates:
April 28th
Maty 21`
June 30th
July 31`
August 315
September 29th
Professional Services Agreement—Exhibit B Page 17 of 18
EXHIBIT C
VERIFICATION OF SIGNATURE AUTHORITY
STEVIE DAWN INSPIRES,LLC
1200 DELAWARE DRIVE
MANSFIELD,TX 76063
Vendor hereby agrees to provide City with independent audit basic financial statements, but also the fair
presentation of the financial statements of individual funds.
Execution of this Signature Verification Form ("Form") hereby certifies that the following individuals
and/or positions have the authority to legally bind Vendor and to execute any agreement, amendment or
change order on behalf of Vendor. Such binding authority has been granted by proper order, resolution,
ordinance or other authorization of Vendor. City is fully entitled to rely on the warranty and representation
set forth in this Form in entering into any agreement or amendment with Vendor. Vendor will submit an
updated Form within ten (10) business days if there are any changes to the signatory authority. City is
entitled to rely on any current executed Form until it receives a revised Form that has been properly executed
by Vendor.
1. Name:
Position:
Signature
2. Name:
Position:
Signature
3. Name:
Position:
Signature
Name: <�� �OL L
Signature of President/CEO
Other Title:
Date: H 11311:7
Professional Services Agreement—Exhibit C Page 18 of 18