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Contract 50390
CSECRETARY �-T: 1 CONTRACT NO, �(Jt PROFESSIONAL SERVICES AGREEMENT Margaret Sullivan Studio This PROFESSIONAL SERVICES AGREEMENT("Agreement")is made and entered into by and between the CITY OF FORT WORTH("City"),a Texas home rule municipal corporation,acting by and through Jesus J. Chapa, its duly authorized Assistant City Manager, and Margaret Sullivan Studio ("Vendor"), a New York Company, and acting by and through Margaret Sullivan, its duly authorized Principal, 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,Vendor's Statement of Services to RFP 18-0120; 3. Exhibit B—Cost 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 hereby agrees, with good faith and due diligence, to lead the strategic service planning process for the Fort Worth Library. Exhibit "A," - Scope of Services, more specifically describes the services to be provided hereunder. 2. TERM. This Agreement shall begin on March 20, 2018 ("Effective Date") and shall expire on March 19, 2019 ("Expiration Date"), unless terminated earlier in accordance with this Agreement ("Initial Term"). Following the Initial Term, there shall be a one (1) one-year renewal at the City's sole option (each a "Renewal Term"). The City shall provide Vendor with written notice of its intent to renew at least thirty (30)days prior to the end of each term. 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,"—Fees and Schedule. Total payment made under this Agreement by City shall be in the amount of Eighty-Four Thousand Two Hundred and Ninety Dollars ($84,290.00). 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 endor not specified by this Agreement unless City first approves such expenses in writing. 1 ?.34SO e� OFFICIAL RECORD �-_D o CITY SECRETARY r FT.WORTH,TX Professional Services Agreement Page 1 of 13 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 13 7. INDEPENDENT VENDOR. It is expressly understood and agreed that Vendor shall operate as an independent Vendor 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- VENDOR HEREBYCOVENANTSANDAGREES TO INDEMNIFY,HOLD HARMLESSAND DEFEND CITY,ITS OFFICERS,AGENTS,SERVANTS AND EMPLOYEES,FROMAND A GAINSTANYAND 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,INCLUDING 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 13 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. If City grants consent to a subcontract, sub Vendor shall execute a written agreement with Vendor referencing this Agreement under which sub Vendor 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. 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 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. Professional Services Agreement Page 4 of 13 (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. (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. Professional Services Agreement Page 5 of 13 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-DISCRIMINATION 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 conVendoration 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 Margaret Sullivan Studio Attn: Jesus J. Chapa,Assistant City Manager Margaret Sullivan,Principal 200 Texas Street 3077 1h Avenue, Suite 504 Fort Worth, TX 76102-6314 New York,NY 10001 Facsimile: (817) 392-8654 Email: margaret@margaretsullivan 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 Vendor, 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 apply to an employee of either party who responds to a general solicitation of advertisement of employment by either party. Professional Services Agreement Page 6 of 13 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. 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. Professional Services Agreement Page 7 of 13 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(30) 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. IMMIGRATION NATIONALITY ACT. Vendor shall verify the identity and employment eligibility of its employees who perform work under this Agreement, including completing the Employment Eligibility Verification Form (I-9). Upon request by City, Vendor shall provide City with copies of all I-9 forms and supporting eligibility documentation for each employee who performs work under this Agreement. Vendor shall adhere to all Federal and State laws as well as establish appropriate procedures and controls so that no services will be performed by any Vendor employee who is not legally eligible to perform such services.VENDOR SHALL INDEMNIFY CITY AND HOLD CITY HARMLESS FROM ANY PENALTIES, LIABILITIES, OR LOSSES DUE TO VIOLATIONS OF THIS PARAGRAPH BY VENDOR, VENDOR'S EMPLOYEES, SUBCONTRACTORS, AGENTS, OR LICENSEES. City, upon written notice to Vendor, 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 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. Professional Services Agreement Page 8 of 13 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. PROHIBITION ON CONTRACTING WITH COMPANIES THAT BOYCOTT ISRAEL Vendor acknowledges that in accordance with Chapter 2270 of the Texas Government Code, the City is prohibited from entering into a contract with a company for goods or services unless the contract contains a written verification from the company that it: (1)does not boycott Israel;and(2)will not boycott Israel during the term of the contract. The terms"boycott Israel"and"company"shall have the meanings ascribed to those terms in Section 808.001 of the Texas Government Code. By signing this contract, Vendor certifies that Vendor's signature provides written verification to the City that Vendor: (1) does not boycott Israel; and (2)will not boycott Israel during the term of the contract. IN WITNESS WHEREOF, the parties hereto have executed this Agreement in multiples this day of , (signature page follows) Professional Services Agreement Page 9 of 13 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 B ,, this contract,including ensuring all performance and y' reporting requirements. Name: Jesus J. Chapa, Title: Assistant City Manager l Date: -3 - IS - 161 /By' CL�LfJ7r 0313 8 Nae: Mari yn M vin, APPROVAL ECOMM D: Titl A st Librar Director APPROVED AS TO FORM AND LEGALITY: By: Na e: Ma a ho Ti e: D'recto ,Fort Worth Library By: ?ame-: Mebane, ATTEST: Title: Assistant City Attorney I CONTRACT AUTHORIZATION: M&C: N/A By: Tx ar�//�4ai�e: My Kayser y �� ••.'� rm 1295 Certification No.:N/A Title: City Secretary QAC; VENDOR: �� Margaret Sullivan Studio ATTEST: By: atnMargaret Sullivan Name: leindsay McComas Title: Principal Title: Studio Manager Date: March 12, 2018 OFFICIAL RECORD CITY SECRETARY �•WORTH,TX Professional Services Agreement Page 10 of 13 EXHIBIT A SCOPE OF SERVICES I. SCOPE OF SERVICES 1.0 The Strategic Service Plan shall address the following elements: 1.1 Community engagement and participation in the process; 1.2 Staff engagement and participation in the process; 1.3 New mission,vision and values based on results of community input; 1.4 Key service areas and goals that address the community's needs and expectations for the exceptional customer experiences; 1.5 Recommendations that integrate valued existing services with new services; 1.6 Timeline for implementing the plan over the next five(5)years; 1.7 Detailed action plans that are manageable, and shall provide ongoing direction for the library staff with specified objectives, outcomes and performance measures; 1.8 Detailed and structured implementation roles for staff accountability; 1.9 Recommendations for related communication and marketing strategy; 1.10 Recommendations for assessing the success and impact of the Plan both during and after implementation; 1.11 Recommendations for next steps post-implementation. Professional Services Agreement—Exhibit C Page 11 of 13 STRATEGIC SERVICES PLAN PROPOSAL CITY OF FORT WORTH 7 Understand *ing We understand this project to be a strategic planning process to align the 21st century library services of the Fort Worth Library with community needs and ` institutional goals.The process will be designed to • develop strategies that will foster institutional culture i and habits to be nimble, flexible and synergistic. The process will also be designed to build capacity _ within the organization in order that all staff, led by -t the strategic planning team, will develop the tools to continually assess institutional strategies, priorities, and implementation tactics to respond efficiently and effectively to community needs and patron expectations. Staff will be empowered to implement, prototype and execute with the tools and confidence to realize positive outcomes. Library as Studio Workshop,Richland Library Our team is uniquely qualified for this project. Margaret The public library is a social condenser of contemporary Sullivan Studio and studioPQ have been collaborating society and must be re-designed across every channel extensively with public library institutions throughout intentionally to foster community advancement. Our the country to assist in developing a service design service model with increased active programming, our framework to achieve institutional goals rooted in staffing model, our delivery systems of materials and community-based, outcome-based, positive customer our physical spaces were never designed to support for experiences. Our process is highly interactive, this new paradigm. Individual's and community's needs collaborative, and most critically, will be customized and expectations are constantly changing, community for the Fort Worth Library. This will ensure relevancy partnerships and collaborations are evolving, and and appropriateness. Inherently nimble and flexible, most critically, the book that the library was built to our process models the outcome we intend for the Fort house and distribute is not the primary vehicle for the Worth Library. dissemination of knowledge. And knowledge is not the only product of the 21st century public library. Our Statement of Need work, in fact, sets as the basis and the strongest asset Like so many public, cultural and learning institutions, of the contemporary library is the delivery of empathy the Fort Worth Library is reacting to the catalysts for as the vehicle to foster and advance community. change resulting from altering economic and social Fort Worth Library is experiencing the rapid forces service policies, demographic shifts, a redefinition of of change that many national library systems are the 21st century learning culture for a 21st century experiencing. This Strategic Services Planning process knowledge economy and a revolutionary change in will allow Library Leadership to be intentional about the tools and technology we engage to support this enabling staff and the institution to respond. We complexity. understand that the Library is seeking the right partners to recommend how to better deliver contemporary Margaret Sullivan Studio STRATEGIC SERVICES PLAN PROPOSAL CITY OF FORT WORTH S services, to provide a vision for how the institution We applaud the Fort Worth Library's leadership for should transform as a result, and provide the tools for undertaking this holistic, pro-active, strategic and Fort Worth Library vision to be implemented. visionary study to create the Strategic Services Plan This Visioning process will result in a flexible framework that will enable the following potential project goals: to align services, staffing model and physical spaces to 1. To align the Strategic Goals, Brand Promises and reflect the priorities of the library. Specifically, the study Service Vision with Institutional Culture. will provide a clear identification of: 2. To design a Flexible Framework for the institution 1. Individuals being served, and Fort Worth Library staff to adapt to the ever- changing needs of the community, patrons and 2. Outcomes and experiences envisioned for their other users at every channel of service delivery. positive experience, 3. "Tools and Enablers" to support these experiences, 3. To be a nexus for community advancement through and the variety of tools and technologies, programs and partnerships that will continue to evolve, but that 4. Institutional techniques to create the "feedback were not the basis of the service delivery model loop." that many of the staff were originally trained. Our team, led by Margaret Sullivan of Margaret 4. To ensure Fort Worth Library's Strategic Services Sullivan Studio and Patrick Quattlebaum of studioPQ, Plan be designed from the customer experience a nationally-recognized service design professional, and that it embodies Forth Worth Library's are national leaders in user-centered, outcome-driven mission. design for Libraries of the 21st Century. The team We are strategy AND implementation.We envision, brings over 40 years of service design, strategic implement and train. Unique from other strategic and visioning and physical space design for libraries, service design firms, and as trained architects, interior academic institutions and corporate institutions, designers and service designers, we will always have implementing service and organizational capacity the implementation as the final outcome that makes recommendations (PQ) and designing strategic plans, our process more meaningful and efficient. program visions and physical spaces for academic, public and specialty libraries (MSS) nationally to reflect the strategic goals, learning experiences and outcomes valued by the client group. Our collaborative team specializes in responding to the catalyst of institutional change, designing a customized = process for the client to articulate a renewed Vision, and providing both strategic and implementable recommendations that will address the Fort Worth Library's 21st century challenges and opportunities. _may Staff Visioning Workshop, Las Vegas Clark County Library District Margaret Sullivan Studio Las Vegas, NV STRATEGIC SERVICES PLAN PROPOSAL CITY OF FORT WORTH 9 We also have multiple tools available to recommend the deliverable and the process will be designed for where the highest return on investment will result in this critical characteristic. the largest gains, whether it is through a technology, physical or staff solution. Finally, an added value of this team is that our process will also create on-going organizational capacity for We design to evoke the experiences you envision for the Fort Worth Library. Our interactive design process your community of users. We do not end at strategy. draws upon human-centered service design techniques We know implementation.We believe this is critical and participatory design strategies, and we will teach for two important reasons: the client group how to utilize and implement these 1. Our experience in the design implementation stage techniques after this phase of the project is completed. provides us with real and recent knowledge on how Margaret Sullivan Studio and Patrick Quattlebaum challenging, but also rewarding, it will be to execute will engage in a customized approach to designing on the recommendations the Strategic Services the Appropriate Scope of Work, Project Work Plan Plan will articulate. In many ways, the visioning is and Implementation Strategy to fulfill the goals of the the easy part! Our team is fortunate to have clients Project. that have allowed us to both envision and then take the risks required to implement and design new As added value, studioPQ can be engaged, as he is services, proving that the process must be iterative being retained currently for the Salt Lake City Public to optimize the goals. Our understanding of this Library and Richland Library, on a per project and iterative approach will exponentially enrich this advisory basis to ensure implementation is properly initial process. supported. Margaret Sullivan Studio is also an award- winning interior designer, recently recognized as an 2. In the ever-evolving 21st century library world, the Interior Design Magazine Rising Star, and can be strategic recommendations cannot be a static retained to provide advice and design services to document. The Strategic Roadmap that we will activate spaces and facilities for the Strategic Services develop together will inevitably need to evolve, and Plan. Associated fees will be determined per project. k 9 tl Na� 5 h f. Margaret&Patrick Developing Library as Studio,Richland Library Navigator Team Workshop, Salt Lake City Public Library Salt Lake City, UT Margaret Sullivan Studio STRATEGIC SERVICES PLAN PROPOSAL CITY OF FORT WORTH 10 Methodology The following describes our methodology in providing The strength of our partnership has been that we strive our library clients Strategic Visioning services. Margaret for the innovative, unique and customized solution for Sullivan Studio (MSS) has partnered with studioPQ on our clients and will not rely on past products to create several critical projects applying service design and recommendations. Because we are both hands-on user-centered methodologies to advance communities. designers (Margaret: physical space design; Patrick: These include Library as Studio for Richland Library, service and experience design), we also design for where we created the innovative methodology for the genuine outcome through the lens of the tangible integrated physical space and service design in the 21st experience of the individual and not simply for century library; GRIT Lab, a user-centered educational conceptual strategic recommendations. program for an innovative educational model in the South Bronx, NY; and the Hartford Public Library where We believe that this project will be an important project, we are working collaboratively with CEO Bridget Quinn- not just for the Fort Worth Library, but for all public Carey to develop a service design team and prototype libraries with similar challenges. Fort Worth Library is application projects. a nationally-recognized public library system that is experiencing rapid growth and development. Not only are the needs for services changing with community needs and aspirations, but the rapid growth rate is undoubtedly creating pressure, challenges and also opportunities for the Library's service model. Strategic Planning is an opportunity to re-align assets with needs to create the most impact, and in this 21st century model, to more deeply understand how the transition from transactional experiences to customer-centered services impacts the institution's operations. x 4Y 4 t_iarary as Studio Wof*shop, Richland L Pbrgry 71 Margaret and Patrick speak, teach and conduct workshops on their unique methodology throughout the country, including conducting a recent PLA pre-conference, facilitating workshops at the Next Library Conference and over a dozen public library staff days. Through these on-going partnerships and collaborations specifically designed for our clients, MSS and studioPQ have developed a unique approach and methodology that is perfectly suited for the scope outlined in the RFP. ImaginOn, the Joe and Joan Martin Center, Charlotte, NC Margaret Sullivan Studio STRATEGIC SERVICES PLAN PROPOSAL CITY OF FORT WORTH 11 • understanding the needs of community stakeholders and service participants through qualitative and quantitative approaches; • conducting co-design sessions with customers ,�l•r- and employees to explore new service approaches; i-- • working with library leadership to create a tangible vision (a North Star) for the future; • and defining strategies and roadmaps for move t intentionally towards their North Star over time. Specifically for this project and the scope described, Richland Library Cooper Rendering, Columbia,SC we have outlined the following approaches identified in the RFP.All work will be framed around the Five Stages of Service Design. At the conclusion of the outlined The new plan will also be consistent with and four phases, the Strategic Roadmap Team will have complimentary to the City of Fort Worth's goals, a foundational understanding of these concepts and priorities and initiative to amplify impact with strategic implementation tactics. civic partnerships and shared vision. Envisioning the Fort Worth Library's Future! In Phase 1: Information Gathering, Planning and Outreach, the focus will be on creating a custom To help institutions develop truly generative places sense-making plan to elicit community feedback, with an impact, MSS and studioPQ have created a explore the needs and stories of representative methodology intentionally focused on outcomes. We customers, and understand the needs and work flow will ask, "What is the tangible contribution this project of employees. Methods we employ and equip the staff can make to the Fort Worth Library's community and to perform include the following techniques to result how can we use this process to amplify the Fort Worth in a strong foundational understanding of relevant Library relevancy? What are the catalysts for real community need: change? What internal systems will need to evolve and transform to enable the Strategic Services Plan?" Customers - Community workshops (active interaction, not The methodology we employ will result in the goals passive focus groups) identified in the RFP: to develop a Strategic Services - 1:1 interviews using directed storytelling,journey Plan for the Fort Worth Library in order to more mapping, and personal ecosystem mapping effectively serve the Fort Worth community in a dynamically evolving library environment. - Observation of customers in library space - Surveys Based on a foundation of human-centered design, our Management methodology includes: • -Workshops and working sessions Margaret Sullivan Studio STRATEGIC SERVICES PLAN PROPOSAL CITY OF FORT WORTH 12 - 1:1 interviews systems. We will also work with the Strategic Planning • Employees (front stage and backstage) Team to develop prototype project(s) to apply the Service Design techniques to improve upon services - Employee workshops (active interaction, not to enhance identified strategic goals. We will also train passive focus groups) the Strategic Planning Team on methods of identifying - 1:1 interviews and contextual inquiry impacts, both in the individuals being served, and work - Observation in library spaces flow efficiencies within internal systems. - Surveys In Phase 4: Create the Strategic Roadmap and a Toolkit, we will synthesize findings into the deliverables In Phase 2: Develop Strategic Priorities, the focus outlined in the RFP. will be on evaluating the results of Phase 1 to further articulate and generate consensus among the Strategic With a customized methodology designed specifically Planning Team and community stakeholders of the for Fort Worth Library, our goal will be to assist Fort community needs and strategic goals that will form Worth's Library Leadership to more deeply understand: the guiding principles for this work effort. Typically, • Community patterns and trends (customer types, with staff leadership groups, we will design the needs, behaviors, and journeys) that can inform workshop with participatory exercises that will generate a new vision and strategies for better serving the consensus,leverage skill sets of "sense-making" and community; provide methods for identifying internal policies and e Employee patterns and trends (needs, behaviors, barriers to achieving strategic goals. We will also mental models, and work flows) that can inform introduce blueprinting as a methodology to design a new vision and strategies for aligning culture, internal institutional transformation. roles, and operations with the service vision,- With ision;With community stakeholders, we have conducted expert sessions, one-on-one interviews and facilitated panel discussions. We would advise that we determine the most effective approach with the Fort Worth Library when stakeholders are identified. The results of this phase will be to utilize the Phase 1 results to form the foundation for the subsequent phases, utilizing the iterative techniques that will also form the iterative service design culture for the Fort Worth Library's future. In Phase 3:Applying Service Design to the Strategic Priorities, we will take a deep dive into blueprinting and introduce concepts such as "Start, Stop and Continue" as the methodology to transform internal New York Public Library Workshop, New York, NY Margaret Sullivan Studio STRATEGIC SERVICES PLAN PROPOSAL CITY OF FORT WORTH 13 • Experiential factors (context, emotions, flow, and so on) to incorporate into plans for improving or re-imagining library services, environments, channels, and Touchpoints; What do you LOVE about • Opportunities for creating greater community Wherelix impact and what would need to change Your neighborhood? t �aoperationally (people, processes technology, rY READ._ . partnerships, and places)to seize those k,.(F s� r ro. �a'PR't d4 kY�puRCE+26-eP51, opportunities. 'K'� � `TA WRIT E--.-_„ Once this understanding is in place, we work grCH %eyf AD collaboratively and iteratively with our client to rM - , . VIE explore new possibilities for customer experience - -- — and supporting operations. We involve management, employees, and customers in workshops to: Margaret Sullivan Facilitating a Community Meeting • Generate and evaluate ideas through visual brainstorming, service storming, and storytelling; success. This methodology is inevitably iterative and further articulates the project through new findings, • Craft visions for future service and experiences; collaborative brainstorms, reassessments and • Prototype operational approaches that balance breakthrough ideas. During this process we uncover efficiencies with experiential impact through new and innovative ways to advance the project's service blueprinting; mission using a variety of channels, whether via people, • Evaluate and prioritize potential courses of action; places, technology or platforms. • And define evolution (roadmap) plans for how to Engaging in this process can provide alternative move towards the vision over time. opportunities and unexpected results. For example, one of our projects, GRIT Lab, a three-month study A Methodology Informed by Guiding Principles intended to result in a cultural center at the base MSS and studioPQ will design a customized of an affordable housing project, revealed that the methodology for the Fort Worth Library. Outlined below most effective way to provide learning and workforce are guiding principles that inform all of our work with opportunities for youth aged 16-25 was to amplify examples of realized outcomes. existing networks and centers and provide a framework rather than investing in a stand-alone "third place." Employing the Design Process Eventually the project will need a dedicated "Hub" to Refine, Clarify, and Explore because we discovered that youth in the South Bronx We will use the design project as a tool for the Fort desperately need a safe place to call their own. But Worth Library to discover and further develop its it will happen after a "pedagogy" and a curriculum is mission, vision, brand and culture. It is a holistic design created with strong, invested community partners that process, which considers the organization's future will ensure success. Margaret Sullivan Studio STRATEGIC SERVICES PLAN PROPOSAL CITY OF FORT WORTH 14 Human-Centered Design Our methodology not only asks how the services, building and interior spaces might amplify the impact of x" b project goals, but also how real people might respond to these places. We create workshops identifying specific users to explore the goals of the project through the lens of the customer. This human-centered service design process refines goals and envisions how they may be manifested most effectively. In addition to providing us with the tools to create a functional experience, this design process provides the opportunity to create an evocative experience based on purposeful and meaningful customer "journeys." By asking the question, "How does the service support Library as Studio Workshop, Richland Library, Columbia, SC the activities and programs to evoke feelings and organization to inherently adapt, innovate and advance experiences?" we can create an experience for all over time. participants that will improve and enrich their lives and, as a result, will advance the mission of the institution. What we have discovered in our work with public libraries is that the human need for gathering, Integrating Multiple Points of View learning, collaboration, to have access to artifacts for Innovative Outcomes and information, is timeless. However, the programs, To further uncover new issues and refine assumptions, activities, technology and artifacts may change. we engage with the project's spectrum of stakeholders Meeting the basic need of human empathy is critical and experts through the lens of breaking down silos. to the success of any 21st century public library. We MSS and studioPQ's techniques encourage that all find that when the staff understand that this is their voices and ideas are integrated holistically into the greatest asset and the greatest "product" they can service design process to deepen the client's strategic provide, their Strategic Lens alters exponentially and goals. We believe that breaking down barriers and the foundation for the flexible framework of services is challenging assumptions about conventional roles is implicitly understood. critical to fostering innovative and relevant results. Fostering Connections A Flexible Design for the Future As a client representative across disciplines and various Particularly because we work with educational stages of projects, we create connections. Because organizations and their communities, which face of the work we do, especially with prominent libraries, a myriad of issues, needs and conditions that can cultural and educational institutions throughout the change over time, our methodology fosters places and country, we see opportunities that may not be apparent programs to be responsive with designs that support in a conventional process. successful human conditions. Our design methodology produces a flexible framework that enables an Margaret Sullivan Studio STRATEGIC SERVICES PLAN PROPOSAL CITY OF FORT WORTH 15 Examples of Successful Outcomes In addition to the success of the Library as Studio work for Richland Library and the recently completed iAXWr Strategic Visioning and Roadmap for Salt Lake City Public Library, other examples of where we have recently seen this methodology proven successful is designing interest-based learning environments for _ = youth in projects such as CLOUD901, Teen Learning 14 Lab at the Benjamin L. Hooks Central Library in Memphis, TN, and creating early literacy environments s � for preparing youth in communities for kindergarten, I , such as with ImaginOn, the Joe and Joan Martin Center in Charlotte, NC. Integral to our practice is designing environments that advance communities Rendering,Richland Library Cooper, Columbia,SC by embracing future skill sets for success and well- being, incorporating educational principles such as the Institute of Museum and Library Services' Museums, Libraries and 21st Century Skillsl the MacArthur Foundation's YOUmedia program2 and the Search ' Institute's Developmental Assets3. Each project is R _ 1 informed by a unique set of guiding principles to research and explore the educational, experiential, 91k community advancement and outcome strategies that 11 -r will inform the service design. r � ' In Conclusion When we are able to take a need and develop Richland Library North Main, Columbia,.x; strategies with more advanced analysis, then we will be able to transform the Fort Worth Library with a z- methodology that will be ultimately inherent to the daily fabric of the institution, forming the basis of ALL services for the future! We love what we do and how we can use our skills and talents to enhance our client's institutional goals. We would be honored to employ thisL: A r_::._ methodology for the Fort Worth Library! x F 1 htti2s://www.imls.aovlassets/l/AssetManauer/21stCenturvSkills. kills• X„ 2 https://www.macfound.ora/media/articledigital Media Learning Info Sheet.pdf .�. .. 3 https://www.search-institute.orci/our-research/development-assets/ Rendering, Richland Library Sandhills, Columbia,SC Margaret Sullivan Studio STRATEGIC SERVICES PLAN PROPOSAL CITY OF FORT WORTH 16 Project P The following outlines a proposed Project Plan to achieve the Scope of Work outlined in the RFP. This plan may be adjusted, as needed to maximize the goals of the Fort Worth Library. ti- The proposed work plan is intended to be completed cuwarresrruE ew[rwwr over a six-month time frame. Based on experience, --"ry`-- we envision four to five trips, each for two to three " r ' days, where the consultants will be "on-site." We Y ." $-s■•�!d also work with our clients to have weekly telephone 7- t calls to provide updates and prepare for workshops. - SOME Because the work is highly participatory and a_ M E N interactive and because it is "aspirational" we enjoy ■A■M®M■ r - staying connected to our clients both to plan and discuss ideas and concepts that are informing the operations and culture. Once this future vision is process in "real time." understood and bought into, the final phase defines approaches (what and when to start/stop/continue) Deliverables will be a Strategic Services Plan to move towards the desired outcomes. document in electronic form, a service design toolkit for the Fort Worth Library to use in on-going service Phase I: Information Gathering, design implementation (in electronic form and Planning and Outreach organized with clear instructions), and any additional artifacts, collateral or presentations that were created Library Roles and Responsibilities during the process. Consultants will also be available 1. Identify Strategic Planning Team. to present to the Board, staff and any other members 2. Identify Community Stakeholders. of the community throughout the process. 3. Read background materials. In a four-phase approach, we will guide your 4. Research: Needs of the community and trends in organization through a series of learn-make-evaluate libraries. iterations that will result in a strategic framework and 5. Prepare a preliminary "brainstorm" list of focus plan that you can confidently implement. The first areas, customer needs and staff needs & barriers. phase focuses on equipping your team with methods and tools to better understand the needs of your community and employees. These new insights are Consultant Roles and Responsibilities leveraged in the second phase, as we collaboratively 1. Workshop#1: Conduct a kick-off presentation & create and evaluate (with the community) candidate workshop to convey schedule and goals, inspire strategic lenses. The third phase then explores what visionary thinking and introduce and train staff to future experiences customers and employees will information gathering Service Design concepts & have if you commit to new strategic priorities.This techniques. Participants may be all staff or only phase also examines what the impact would be to the Strategic Planning Team. Margaret Sullivan Studio STRATEGIC SERVICES PLAN PROPOSAL CITY OF FORT WORTH 17 2. Provide a "research kit" with tools and templates methodologies for the iterative process. for information gathering and observation. Participants will be the Strategic Planning Team. 3. Conduct, administer and synthesize a staff ideas The consultant will provide service design survey. This staff ideas survey will be two parts. strategies for the organization. One will be externally focused ("front stage") and 2. Community Meeting #1: Consultant will the other will be internally focused ("Backstage"). conduct a community outreach meeting with 4. Assist in developing appropriate list of research the community stakeholders. The results of this and background materials. meeting will be to further articulate strategic areas of focus and to articulate "library 5. Develop overall schedule with Library Leadership. perception" including strengths, assets and areas of opportunity. Phase II: Develop Strategic Priorities 3. Develop a preliminary framework for the strategic goals and assist the library in Identifying Library Roles and Responsibilities "projects" to implement the "strategic lens." This 1. Strategic Planning Team will engage in service will be articulated in a Point-in-Time deliverable. design methods from the "research kits" to continue to identify and confirm patron's needs 4. Community Meeting(s) #2: Consultant will and experiences. conduct a series of up to eight (8) focus groups and/or one-on-one interview sessions as 2. Identify focus groups/customers in the identified and organized by the library. community with needs and aspirations aligning with the strategic priorities. Phase III: Envisioning Future Consultant Roles and Responsibilities Customer and Employee Experiences 1. Workshop#2: Facilitate a workshop to Library Roles and Responsibilities validate strategic priorities and identify service 1. Identify focus groups in the community that align with the strategic priorities. 2. Implement Service Design techniques from Workshop#3 and #4. Consultant Roles and Responsibilities 1. Workshop#3: Conduct a workshop to explore experiential and operational approaches to achieve strategic priorities. Participants will be the Strategic Planning Team. 2. Community Meeting(s) #3: Consultant will validate outputs from the workshop with the community and employees. Margaret Sullivan Studio STRATEGIC SERVICES PLAN PROPOSAL CITY OF FORT WORTH 18 Phase IV: Create the Strategic Service Plan and a Toolkit Consultant Roles and Responsibilities 1. Workshop#4: Conduct a workshop to formalize the library's service design process and implementation methods related to the strategic initiatives. Tools utilized will be "Start/Stop/ Continue." The results will be a roadmap with the vision of the future as defined by the Strategic Planning Team. Participants will be the Strategic Planning Team. 2. Synthesize process and findings into final deliverables. 3. Create a toolkit for staff to implement strategic priorities. 4. Conduct a presentation to staff, community advisors and other identified stakeholders. Library Roles and Responsibilities 1. Provide plan for staff feedback, community feedback (if desired) and board approval. ENVISIONING INFORMATION DEVELOP FUTURE STRATEGICGATHERING STRATEGIC CUSTOMER PLANNING AND SERVICES PLAN PRIORITIES AND EMPLOYEE OUTREACH AND TOOLKIT EXPERIENCES Workshop #1 Workshop #2 Workshop #3 Workshop #4 Staff Presentation Community Meeting #1 Community Meeting #2 Community Meeting #3 A. August-September Sample Project Schedule Margaret Sullivan Studio r EXHIBIT B PRICE SCHEDULE Professional Services Agreement Page 12 of 13 STRATEGIC SERVICES PLAN PROPOSAL CITY OF FORT WORTH 53 os- t Proposal The following Cost Proposal with estimated expenses The following breakdown is for reference to show are based on the assumed Scope of Work as outlined how often we anticipate being on-site aligned with the in the Project Plan. Costs may be adjusted based on project schedule. the agreed upon final Scope. Phase 1 $15,000-$18,750 Travel Expense Breakdown Est. Cost Phase II $10,500 -$14,250 Kick-off & Workshop #1 $2,650.00 Phase III $12,000 -$15,750 3 People, 2 Days, 2 Nights Phase IV $18,000-$21,750 Workshop #2 $3,340.00 Community Meeting #1 Total Fee for Scope of Work Community Meeting #2 This fee for the proposed Scope of Work will range 3 People, 3 Days, 3 Nights between fifty-five thousand five hundred to seventy Workshop #3: $3,340.00 thousand five hundred dollars ($55,500-$70,500). Community Meeting #3 Expenses 3 People, 3 Days, 3 Nights Expenses incurred during the project, including Workshop#4: $2,650.00 travel, workshop materials, printing, and deliveries, 3 People, 2 Days, 2 Nights will be included in the final contract fee. Expenses not considered travel expenses are estimated to be Subtotal $11,290.00 approximately$2,500.00. Assumes$230/night hotel, $600 round-trip flight from NYC and$220 round-trip from ATL, meal per diem of$50/person and$100/person/trip for transportation. Total Estimated Expenses $13,790.00 Margaret Sullivan Studio EXHIBIT C VERIFICATION OF SIGNATURE AUTHORITY Full Legal Name of Company: Margaret Sullivan Studio Full Business Address: 307 71'Avenue, Suite 504,New York,NY 10001 Services to be Provided: To lead the strategic service planning process for the Fort Worth Library. 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: Margaret Sullivan Position: Principal Sig a 2. Name: Position: Signature 3. Name: Position: Signature Name:1--h 1 ul A , Sighattrfi of President/CEO Other Title: Date: March 12, 2018 Professional Services Agreement Page 13 of 13 AC ® 72/23/2018 E(MM/DD/YYYY) �� CERTIFICATE OF LIABILITY INSURANCE THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED,the policy(les)must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER 9' CONTACT Risk strategies Company NAME: 1086 Teaneck Rd, Ste 5B PHONEExt): 201-837-1100 FAX No: Teaneck, NJ 07666 EMAIL ADDRESS: INSURERS AFFORDING COVERAGE NAIC# INSURER A: Travelers Property Casualty Co of Amer 25674 INSURED INSURER B: Travelers Indemnity Co of America 25666 Margaret SSevSevMcLeod Sullivan LLC Avenue, Suite 504 30INSURER C: Travelers Casualty and Surety Co America 31194 New York NY 10001 INSURER D: INSURER E INSURER F COVERAGES CERTIFICATE NUMBER: 40501011 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE ADDL SUBR Y EFF POLICY EXP LTR POLICY NUMBER MM DD/YYYY MM/DD/YYYY LIMITS A �/ COMMERCIAL GENERAL LIABILITY �/ �/ 680-51-11285875 12/12/2017 12/12/2018 EACH OCCURRENCE $1,000,000 CLAIMS-MADE ❑✓ OCCUR PREMISES Ea occurrence $1,000,000 MED EXP(Any one person) $10,000 PERSONAL&ADV INJURY $1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $2,000,000 ❑ F—]POLICY PRO - OTHER: LOC PRODUCTS-COMP/OP AGG $2,000,000 OTHER: $ A AUTOMOBILE LIABILITY 680-51-11285875 12/12/2017 12/12/2018 Ea aBINEDtSINGLE LIMIT $Included ANY AUTO BODILY INJURY(Per person) $in OWNED SCHEDULED BODILY INJURY(Per accident) $ AUTOS ONLY AUTOS General HIRED PR✓ PER AUTOS ONLY ✓ AUUTO ONLOY Peorr acc den DAMAGE $Liability $ UMBRELLA LIAB OCCUR EACH OCCURRENCE $ EXCESS LIAB CLAIMS-MADE AGGREGATE $ DED I I RETENTION$ $ B WORKERS COMPENSATION UB-61-1421316 10/1/2017 10/1/2018 ✓ STATUTE ETER H AND EMPLOYERS'LIABILITY ANYPROPRIETOR/PARTNER/EXECUTIVE Y/N E.L.EACH ACCIDENT $1,000,000 OFFICER/MEMBER EXCLUDED? ❑ N/A (Mandatory In NH) E.L.DISEASE-EA EMPLOYEE $1 If yes,describe under DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT 1$1,000,000 C Professional Liability 106158025 8/29/2017 8/29/2019 Per Claim $1,000,000 Aggregate $1,000,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required) Comet Realty Corp.as Owner and Bernstein Real Estate as Managing Agent are Additional Insured for General Liability as required by lease agreement at 307 7th Avenue,Suite 504,New York,NY 10001. CERTIFICATE HOLDER CANCELLATION Bernstein Real Estate as Managing Agent SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE 9 9 9enTHE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN 150 West 30th Street ACCORDANCE WITH THE POLICY PROVISIONS. New York NY 10001 AUTHORIZED REPRESENTATIVE Mike Christian ©1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD 90501011 1 GL, HNOA, 6 PL 1 Angela Fasolas 1 2/23/2018 4:25:07 PM (EST) 1 Page 1 of 1 DATE(MM/DD/YYYY) A�0® CERTIFICATE OF LIABILITY INSURANCE 72/23/2018 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED,the policy(les)must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). 9' CONTACT PRODUCER Risk Strategies Company NAME: 1086 Teaneck Rd, Ste 513P HONEEx 201-837-1100 ac No (A NTeaneck, NJ 07666 E-MAIL ADDRESS: INSURERS AFFORDING COVERAGE NAIC# INSURER A: Travelers Property Casualty Co of Amer 25674 INSURED INSURER B: Travelers Indemnity Co of America 25666 Margaret McLeod Sullivan LLC INSURER C: Travelers Casualty and Surety Co America 31194 307 Seventh Avenue, Suite 504 New York NY 10001 INSURER D: INSURER E: INSURER F: COVERAGES CERTIFICATE NUMBER: 40501012 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR I TYPE OF INSURANCE ADDL SUBR POLICY EFF POLICY EXP LIMITS LTR POLICYNUMBER MM/DDIYYYY MM/DD/YYYY A �/ COMMERCIAL GENERAL LIABILITY ✓ ✓ 680-51-1285875 12/12/2017 12/12/2018 EACH OCCURRENCE $1,000,000 CLAIMS-MADE 1;1 OCCUR PREMISES Ea occurrence $1,000,000 MED EXP(Any one person) $10,000 PERSONAL 8 ADV INJURY $1,000,000 GENF1'LAGGREGATELIMIT APPLIES PER: GENERAL AGGREGATE $2,000,000 POLICY❑ PRO- [7 LOC PRODUCTS-COMP/OP AGG s2,000,000 OTHER: A AUTOMOBILE LIABILITY 680-5H285875 12/12/2017 12/12/2018 Ea acccld.ntSINGLE LIMIT $Included ANY AUTO BODILY INJURY(Per person) $In OWNED SCHEDULED BODILY INJURY(Per accident) AUTOS ONLY AUTOS $General HIRED NON-OWN✓ AUTOS ONLY ✓ AUTOS ONEDY PerOaccidenDAMAGE $Liability UMBRELLA LIAB OCCUR EACH OCCURRENCE $ EXCESS LIAB CLAIMS-MADE AGGREGATE $ DED i I RETENTION$ $ B WORKERS COMPENSATION UB-6H421316 10/1/2017 10/1/2018 ✓ STATUTE ERH AND EMPLOYERS'LIABILITY Y/N ANYPROPRIETOR/PARTNER/EXECUTIVE E.L.EACH ACCIDENT $1,000,000 OFFICER/MEMBEREXCLUDED? N/A (Mandatory in NH) E.L.DISEASE-EA EMPLOYEEI $1,00Q,000 If yes,describe under DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT 1 $1,000,000 C Professional Liability 106158025 8/29/2017 8/29/2019 Per Claim $1,000,000 Aggregate $1,000,000 DESCRIPTION OF OPERATIONS I LOCATIONS/VEHICLES(ACORD 101,Additional Remarks Schedule,may be attached if more space is required) Comet Realty Corp.as Owner and Bernstein Real Estate as Managing Agent are Additional Insured for General Liability as required by lease agreement at 307 7th Avenue,Suite 504,New York,NY 10001. CERTIFICATE HOLDER CANCELLATION Comet Realty Corp. s Owner SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE Co 7th Avenue P THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN New York en 10001 ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE Mike Christian ©1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD 40501012 1 GL, HNOA, 6 PL I Angela Fasolas 2/23/2018 4:25:07 PM (EST) I Page 1 of 1