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07/19/2016 06I Economic Development Planning Services Agreement with Allison Larson dba Tadzo
, I�, t€ xs 1 � ,may s. n. BUSINESS OF THE CITY COUNCIL YAKIMA, WASHINGTON AGENDASTATEMENT Item No. 6.1. For Meeting of: July 19, 2016 ITEM TITLE: Resolution authorizing an agreement with Allison Larson dba Tadzo for Economic Development Planning Services in an amount not to exceed $27,750 SUBMITTED BY: Sean Hawkins, Economic Development Manager 509 - 575 -6274 SUMMARY EXPLANATION: The proposal seeks to work with the City Council and other key partners to provide the city with an inclusive 2017 -2020 economic development strategic plan. ITEM BUDGETED: Yes STRATEGIC PRIORITY: Economic Development 7 r r A i ere PPROVED FOR SUBMITTAL . Interim City Manager STAFF RECOMMENDATION: Adopt resolution BOARD /COMMITTEE RECOMMENDATION: The Council Economic Development Committee (Coffey, Cousens & Adkison) voted 3 -0 to move this item to the full counsel for consideration. ATTACHMENTS: Description Upload Date Type CI Resolution 7/11/2016 Resolution CI Professional Bence Agreement, Tadzo 7/11/2016 Backup Material RESOLUTION NO. R -2016- A RESOLUTION approving consulting agreement with Allison Larsen doing business as TadZo, for economic development strategic planning, and authorizing the City Manager to execute and administer such agreement. WHEREAS, the City of Yakima (City) desires to develop and implement a strategic plan for economic development for the City; and WHEREAS, Allison Larsen, principal with the consulting firm of TadZo, is qualified to provide such strategic planning consulting services, and has submitted a proposal to accomplish such services; and WHEREAS, the City and TadZo have negotiated a professional consulting services agreement, which agreement is attached hereto as Exhibit "A" and incorporated herein by this reference, whereby TadZo will perform the consulting services described therein for an amount not to exceed $27,750.00; and WHEREAS, the City Council finds and determines that approval of such agreement is in the best interests of residents of the City of Yakima and will promote economic development and the general health, safety and welfare of the community; therefore BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF YAKIMA: The Professional Services Consulting Agreement attached hereto, by and between the City of Yakima and Allison Larsen, TadZo, is hereby approved, and the City Manager is hereby authorized to execute and administer such agreement; now, therefore ADOPTED BY THE CITY COUNCIL this 19th day of July, 2016. ATTEST: Avina Gutierrez, Mayor Sonya Claar Tee, City Clerk PROFESSIONAL SERVICES AGREEMENT (TadZo Consulting — Allison Larsen) THIS PROFESSIONAL SERVICES AGREEMENT, hereinafter an "Agreement," is made and entered into by and between the City of Yakima, a Washington State municipal corporation (hereinafter the "City "), and Allison Larsen, doing business as TadZo (hereinafter "Consultant "). WHEREAS, City is a municipal corporation of the State of Washington with City Hall located at 129 North 2 Street, Yakima, Washington 98901. WHEREAS, Consultant is a consulting business duly existing under the laws of the State of Washington with principal office located at 4609 Scenic Drive, Yakima, Washington 98908. WHEREAS, the City desires to develop an economic development plan which requires the assistance and expertise of a qualified consultant. WHEREAS, Consultant has experience and expertise regarding said specialized services, and has submitted a "Proposal for Development Services: Economic Development Strategic Planning," a copy of which is attached hereto as Exhibit "A" and incorporated herein by this reference (and hereafter called "Proposal "). Consultant agrees to perform said services for the City under the terms and conditions set forth in this Agreement. NOW, THEREFORE, in consideration of the mutual covenants, conditions, promises, and agreements set forth herein, it is agreed by and between the City and the Consultant as follows: 1. Scope of Work. The Consultant shall provide services, staff, specialized equipment, and otherwise do all things necessary for or incidental to the performance of the Economic Development Strategic Planning tasks set forth in Consultant's Proposal, which Proposal shall constitute the Scope of Work. 2. Compensation. The City shall compensate Consultant for all services performed in the amount not to exceed $27,750.00, which amount is payable in accordance with the payment schedule for the separate tasks set forth at page 13 of the Proposal. The total compensation provided to the Consultant under this Agreement shall not exceed $27,750.00. This compensation shall include and cover any and all costs of providing these services, including, but not limited to, travel expenses, overhead, material, and supplies. The City shall make payment to Consultant within thirty (30) calendar days upon receipt of the invoice. All payments are expressly conditioned upon Consultant providing services hereunder that are satisfactory to the City. 3. Inspection and Audit. Consultant shall maintain books, accounts, records, documents and other evidence pertaining to the costs and expenses allowable under this Agreement in accordance with generally accepted accounting practices. All such Page 1 of 4 books of account and records required to be maintained by this Agreement shall be subject to inspection and audit by representatives of the City and /or of the Washington State Auditor at all reasonable times, and Consultant shall afford the proper facilities for such inspection and audit. Such books of account and records may be copied by representatives of the City and /or of the Washington State Auditor where necessary to conduct or document an audit. Consultant shall preserve and make available all such books of account and records for a period of three (3) years after final payment under this Agreement. 4. Term of Agreement. The term of this Agreement shall commence upon full execution by all parties and shall terminate upon completion of the Scope of Work, anticipated by the parties to be on or before December 31, 2016. Notwithstanding the above, this Agreement may be sooner terminated by either party in accordance with Section 14 of this Agreement. 5. Status of Consultant. The Consultant and the City understand and expressly agree that Consultant is an independent contractor in the performance of each and every part of this Agreement. The Consultant, as an independent contractor, assumes the entire responsibility for carrying out and accomplishing the services required under this Agreement free from supervision by the City over the methods and details of performance except as provided herein. Additionally, and as an independent contractor, Consultant and its employees shall make no claim against the City for employment benefits, social security, and /or retirement benefits. Nothing contained herein shall be interpreted as creating a relationship of servant, employee, partnership or agency between Consultant or any officer, employee or agent of Consultant and the City. 6. Taxes and Assessments. Consultant shall be solely responsible for compensating her employees and for paying all related taxes, deductions, and assessments, including but not limited to, federal income tax, FICA, social security tax, assessments for unemployment and industrial injury, and other deductions from income which may be required by law or assessed against either party as a result of this Agreement. In the event the City is assessed a tax or assessment as a result of this Agreement, Consultant shall pay the same before it becomes due. 7. Non - Discrimination. During the performance of this Agreement, Consultant shall not discriminate in violation of any applicable federal, state and /or local law or regulation on the basis of race, color, sex, gender, religion, national origin, creed, marital status, political affiliation, or the presence of any sensory, mental or physical handicap. This provision shall include but not be limited to the following: employment, upgrading, demotion, transfer, recruitment, advertising, layoff or termination, rates of pay or other forms of compensation, selection for training, and the provision of services under this Agreement. 8. Compliance With Law. Consultant agrees to perform all services under and pursuant to this Agreement in full compliance with any and all applicable laws, rules, and regulations adopted or promulgated by any governmental agency or regulatory body, whether federal, state, local, or otherwise. Page 2 of 4 9. No Conflict of Interest. Consultant represents that she and /or her employees do not have any interest and shall not hereafter acquire any interest, direct or indirect, which would conflict in any manner or degree with the performance of this Agreement. 10. No Insurance provided by City. It is understood the City does not maintain liability insurance for Consultant and /or her employees. 11. Assignment. This Agreement, or any interest herein, or claim hereunder, shall not be assigned or transferred in whole or in part by the Consultant to any other person or entity without the prior written consent of the City. In the event that such prior written consent to an assignment is granted, then the assignee shall assume all duties, obligations, and liabilities of Consultant as stated herein. 12. Integration. This written document constitutes the entire agreement between the parties. No changes or additions to this Agreement shall be valid or binding upon either party unless such change or addition be in writing and executed by both parties. 13. Non - Waiver. The waiver by Consultant or the City of the breach of any provision of this Agreement by the other party shall not operate or be construed as a waiver of any subsequent breach by either party or prevent either party thereafter enforcing any such provision. 14. Termination. The Consultant or the City may terminate this Agreement, with or without cause, by giving the other party fourteen (14) days advance written notice of termination. In the event of such termination, the Consultant shall be compensated for services rendered up to the termination date in accordance with Section 2 of this Agreement. 15. Survival. Any provision of this Agreement which imposes an obligation after termination or expiration of this Agreement shall survive the term or expiration of this agreement and shall be binding on the parties to this Agreement. 16. Notices. Unless stated otherwise herein, all notices and demands shall be in writing and sent or hand delivered to the parties at their addresses as follows: To City: Sean Hawkins Economic Development Manager City of Yakima City Hall 129 North 2 nd Street Yakima, WA 98901 To Consultant: Allison Larsen Owner — Principal, TadZo 4609 Scenic Drive Yakima, WA 98908 or to such addresses as the parties may hereafter designate in writing. Notices and /or demands shall be sent by registered or certified mail, postage prepaid or hand Page 3 of 4 delivered. Such notices shall be deemed effective when mailed or hand delivered at the addresses specified above. 17. Governing Law. This Agreement shall be governed by and construed in accordance with the laws of the State of Washington. 18. Venue. The venue for any action to enforce or interpret this Agreement shall lie in the Superior Court of Washington for Yakima County, Washington. CITY OF YAKIMA CONSULTANT — TadZo By: By: Cliff Moore, City Manager Allison Larsen, Principal Date: Date: ATTEST: Sonya Claar Tee, City Clerk Page 4 of 4 • , Distributed t t� 6 , Meeting - 7 V - r vi . t, Proposal for Professional Services: Economic Development Strategic Planning - ": - -■...,. r l Oilr . 6,, ,,, _ I...dz. .,..... a o The Intersection of Site Selection & Economic Development Allison Larsen, Principal Prepared for: TadZo City of Yakima Office (509) 972 -0833 Mobile (509) 952 -6104 June 23, 2016 allison @TadZoConsulting.com 4609 Scenic Drive Yakima, WA 98908 www.TadZoConsulting.com Economic Development Strategic Planning TABLE OF CONTENTS Cover Letter 1 II. Project Understanding 3 III. Proposed Scope of Services 5 Phase I - Where are you now? 5 Phase II - Where do you want to be? 7 Phase III - How will you get there? 9 About TadZo Facilitation Services 10 Deliverables 11 Project Management .... . 11 IV. Proposed Timeline 12 V Price Proposal 13 VI. Expertise & Experience 14 Allison Larsen, CEcD - Principal 15 Work References 16 APPENDIX A Resume for Allison Larsen, TadZo a Q June 23, 2016 Proposal for City of Yakima Economic Development Strategic Planning 1 I. COVER LETTER June 23, 2016 The Honorable Kathy Coffey, Council Member - District 5 Mr Sean Hawkins, Economic Development City of Yakima 120 N. Second Street Yakima, WA 98901 Dear Council Member Coffey and Mr. Hawkins, Thank you for inviting TadZo to present a proposal to the City of Yakima It would be an honor to work with community leaders and staff to set direction for Yakima's economic growth over the next three years. As a resident and local business owner, this project is especially meaningful to me. I would be delighted to apply my national expertise in this field to my home community. During our June 17th meeting, you asked for a proposal of TadZo services for an economic development strategic plan and also the option for only a facilitated session with economic development partners. This proposal lays out three phases for a comprehensive strategic planning process customized to the City of Yakima's circumstances. There are certainly more elaborate planning processes for economic development. I have scaled the proposed scope of services to a reasonable level to give you key information and context for informed strategic planning. My goal is to arm you with information that will help you make strategic choices for priorities that actually yield results in the near and long -term TadZo will enhance your planning project with exceptional skills and experience in. A Community assessment and evaluation, A Organizing and presenting information for decision - making; A Engaging community leaders and stakeholders in the planning process, A Asking insightful questions, A Economic development and workforce development best practices; and A Highly- interactive facilitation services for innovation and group agreement. TadZo's goal is to provide more than traditional planning services; we will help you organize and prime for implementation of the strategy As well, we will be your economic development resource for any questions and support throughout the entire project a d Lo June 23, 2016 Proposal for City of Yakima Economic Development Strategic Planning 2 Please consider this proposal a document for discussion We can further customize the scope of services and budget At your convenience, I would be happy to review this proposal with you and answer any questions Respectfully submitted, Allison Larsen, CEcD Principal TadZo Ma June 23, 2016 Proposal for City of Yakima • Economic Development Strategic Planning 3 H. PROJECT UNDERSTANDING The City of Yakima is ready for a new era of economic development. You recognize that many organizations throughout the community are working on various approaches to spur economic growth locally. This is especially evident with the diverse requests for City funding from these organizations. At present, it's unclear when, or if, a city -wide economic development strategy - what do we want to accomplish as a community, not just under City government programs - has ever been completed Although specific plans for downtown, retail, and the redevelopment of the Cascade Limber Company mill site have been developed, no strategic plan exists for how these piece -meal economic development initiatives align versus compete for resources. This approach is like building a kitchen before designing building plans for the entire house There is an opportunity to better leverage partner organizations and assets throughout Yakima with thoughtful planning to maximize results. As you are fully aware, without a strategy it is difficult to assess if you are accomplishing what you set out to do and what your investments are yielding. For this planning project, you are seeking an inclusive process to engage all of the City's partners in economic development to come together for a city -wide economic development strategy that will define priorities and align resources for greatest impact on investment. The desired outcome is to achieve more as a result of all groups working together in a strategic direction for specific measurable results. With budgeting beginning in July for 2017, you are eager to work on a strategic plan that will be completed by December of this year. The plan should address priority initiatives for 2017 through 2020 - a three -year plan. A variety of questions are top of mind for the planning process A How do we define economic development'? Do we have a common understanding or are we only looking at segmented interpretations of the definition? A Do we have a clear understanding of everything that is happening community -wide for economic development? A Is there duplication of resources that could be redirected for more impact? A What could we be doing to more smartly utilize our limited resources? A Are we missing out on opportunities because we have been so focused on downtown in recent years'? A How could Yakima's attractiveness to retirees contribute to economic growth'? A How can we be more competitive for the kinds of businesses we would like to see grow in Yakima'? A How can we help local businesses and entrepreneurs be more prosperous in Yakima? — Third June 23, 2016 Proposal for City of Yakima Economic Development Strategic Planning 4 A What do we need to do to make this happen here in Yakima? In this proposal, we present a customized approach to address these questions as well as create a specific action plan or "roadmap" for you to focus economic development efforts on agreed upon priorities. a Q June 23, 2016 Proposal for City of Yakima • Economic Development Strategic Planning 5 III. PROPOSED SCOPE OF SERVICES We propose three phases, described below, to carry out a thoughtful and engaging planning process that is customized to Yakima's needs, challenges and opportunities. Phase I Phase II Phase III W here are Where do you How will you you now? want to be? get there? Phase I - Where are you now? To document the current situation for economic development opportunities in Yakima, we propose three key steps that will prime you for informed strategic planning Step 1- Economic Performance This initial step documents fundamental economic indicators to provide an understanding of how the Yakima economy is performing in the context of state and national performance At a minimum, Yakima's economy will be analyzed for employment trends, growing/declining occupations and industries, educational attainment, population demographics, earnings top businesses, and other pertinent data. The data will be provided in a variety of formats to support the City in making a case for priority strategic initiatives of the plan Step 2 - Economic Development inventory In this step we will map out all current economic development programs and initiatives happening and planned for in the City of Yakima. The work will involve a review of. A All available economic development reports and strategies community -wide, A Relevant City Council plans; A Tracked metrics of economic development accomplishments, A And any other pertinent information. Interviews will be conducted with City staff and economic development partners to clarify details, program goals and corresponding metrics Step 3 - Asset Inventory The purpose or this step is to evaluate Yakima's assets from the perspective of an investor in the context of national competitiveness. This analysis will provide insights for potential areas in need of improvement that should be focused on for strategic initiatives a Q June 23, 2016 Proposal for City of Yakima Economic Development Strategic Planning 6 We will evaluate Yakima from the point of view of four key audiences. prospective basic industry company (i e distribution, manufacturing, office); retailer, entrepreneur, and visitor. The process will involve data analysis, a community tour and interviews with key service providers as well as local employers. A sampling of key factors of evaluation includes A- Location - market access • Transportation - quality of diverse transportation resources (truck, rail, seaport, air, intermodal). • Sites and Buildings - available for development • Utilities - capacity and costs for water, sewer, electricity, natural gas, telecommunications, reputation of service provider, quality of service, utility incentives • Permitting and Regulatory - speed, clarity and consistency. • Business Climate - beyond incentives, the environment of working with jurisdictions and overall community tone for welcoming new businesses. • Labor Force - availability of specific skills, wages and fringe benefits, major labor force competitors, management /labor relations; general work ethic • Ability to recruit talent to community - amenities, sense of place, appearance /curb appeal, cost of living. • Workforce Development - available training programs that support skill development for potential target industries. • Innovation and R &D Resources - available locally and at nearby institutions that would support specific industry growth • Sustainability - services and resources to support green business initiatives • Incentives - experience with accessing federal, state and local incentives for businesses A Demographics Meetings will be requested with A City authorities - permitting and regulatory process; sustainability initiatives and resources. • Utility service providers A Workforce service providers • Education and training providers - tour local facilities. • Innovation resource providers - tour local facilities A Local employers will be interviewed confidentially for a deeper dive into workforce issues, regulatory environment, business climate, and any other limitations of the a o June 23, 2016 Proposal for City of Yakima Economic Development Strategic Planning 7 area. Speaking with employers provides the most authentic insights to operating a business in Yakima What they have to say is critical to a comprehensive understanding of your community's capabilities to meet business needs. Each factor will be scored on the following criteria A = World -class competitive advantage B = Competitive, but missing key elements C = Neutral, found in many communities D = Fundamental assets are missing F = Disadvantages so great it could be a "deal killer" A presentation of the Asset Inventory "report card" will be made in an educational format This session provides a forum to get inside the head of a site selector /investor and see Yakima from the client's perspective Phase II - Where do you want to be? The purpose of this phase of the planning process sets direction on priorities for the economic development strategy Step 1 Stakeholder Input The first step is gather input from stakeholders via online survey or interviews as to the vision for Yakima's future economy and what success looks like. All City Council Members will be invited to participate, as well as key stakeholders. Step 2 - Priorities Work Session In this highly interactive work session, the City's Economic Development Committee (and other partners you would like involved) will take the information gleaned from Phase I, along with Stakeholder Input, to come to agreement on priorities for the Yakima Economic Development Strategic Plan. Although a specific agenda will be customized based on the findings of Phase I and Stakeholder Input, following are a sampling of exercises that may be integrated into the work session agenda What is economic development? Discuss fundamentals of economic development, identifying key sources of wealth generation for a community's economy to grow This discussion will help everyone come together with a common understanding of economic drivers. a o June 23, 2016 Proposal for City of Yakima Economic Development Strategic Planning 8 A Summarize _ -._ � C/gE►1SukE- l 611.1 Stakeholder Input to t mist • ;000E,:• y "" • I NINA reveal insights for " " "'y by establishing priorities. "° u■<.rlo bu r. • e. y V S a r.. ei «....: :. Amer. y r.a. r. , 1 it ": IN: F, fine WA -. 1, npr.l it C L6 c..04t1 Q irn o ra •na 4"A • � µ e ,1 I � o Qlnr■l� lair rr. ,,nrr � (We U lro�si,nr.rrl �rer•.....,�,, 1.4r ..1. V lnre 1'.11ale.o4age f ,IJ 1v A Review Economic INVESTMENT PORTFOLIO Development .... _ • sow • cRnw .....,. Inventory (from Phase I) and group will categorize initiatives into an Investment .e..w }* • PLOW T • HARVES mrw Portfolio This chart supports a discussion and evaluation of how well programs are performing and new initiatives that the group may want to "sow" or "seed" in the new plan. A The Five Bold Steps chart helps to "`BOLD PS prioritize key • Initiatives to achieve the desired !', outcomes and clarify Vision for the •' • i a. Economic / f =. - - -- Development / • Strategic Plan. To get • VAJ to agreement on Five Bold Steps we may utilize a 25/10 Crowdsourcing exercise or a Swap /Sort exercise Both of these a o June23,2016 Proposal for City of Yakima • Economic Development Strategic Planning 9 exercises yield better results than "sticky dots" prioritizing and really help the best ideas rise to the top • A discussion and review of the capacity to implement key initiatives could occur to further evaluate initiatives. This discussion helps to manage expectations considering available resources. If a solution is both needed and wanted, but resources are limited it may also identify critical funding gaps or drive a conversation about stopping other activities in favor of more important initiatives Keep in mind it is important to stop doing some things in order to make way for more innovative approaches Phase /// - How sill you get there? This phase is where we get into the details of developing the actual strategic plan focused on prioritized strategic initiatives from Phase II Step 1 Priority Strategic Initiative Work Sessions A work session for each Priority Strategic Initiative will be facilitated with representation from people /groups interested in working on implementation TadZo's role in this planning process is to coach through plan development so that the strategic plan is truly "owned" by key implementers. Our experience working with numerous communities across North America helps us to bring best practices to the group, as well as observations of what doesn't work well and can hold you back from success These work sessions are very important in building excitement for plan implementation because those involved in plan development will be primed to lead and work on implementation We will help you identify "champions" to lead the initiative and assemble resources and a team of implementers Step 2 - Written Plan With the results of the Priority Strategic Initiative Work Sessions, we will write the actual plan. Each Strategic Initiative in the plan will be developed using the following questions as guides • Why is the initiative important to the strategy (context)? • What will the initiative accomplish (goals)? • What specific tactics must occur for the initiative to be successful? • What are the resources necessary for effective implementation? • What metrics will be defined for each strategic initiative to measure outcomes as well as monitor progress through implementation? A draft version of the plan will be presented to the City for review Together we will discuss feedback of the draft plan as a means to further enhance the content and ownership of the plan before presentation to the City Council The timeframe for review will be mutually agreed upon to fit your schedule a a June 23, 2016 Proposal for City of Yakima Economic Development Strategic Planning 10 Step 3 Presentation of Plan The finalized plan will be formally presented to the Yakima City Council for adoption About TadZo Facilitation Services TadZo's approach to facilitating meetings will utilize graphic facilitation KEY BENEFITS and Liberating Structures©. With these Engagement & Commitment People's facilitation techniques, TadZo employs pattern - seeking brains are fascinated by specialized skills to foster engagement unfolding drama of live recording. Most and commitment while advancing people identify with their own words conversations for big - picture thinking and symbols When people get visual and creativity The facilitated sessions feedback that they are heard, they feel will be effective for planning, team acknowledged and contribute more fully building and problem solving They feel respected. Allison Larsen's skills as a graphic Big Thinking: Graphic displays facilitator will enhance the visual support seeing relationships and big patterns. It's a tool for systems thinking meeting approach Graphic facilitation and making sense out of complex marries skilled facilitation with the data Visualization supports both seeing benefits of graphic recording• big - picture, themes and seeing gaps Displays allow real -time, visual displays creating a groups to work both linearly and non - shared picture where groups literally see linearly — activating both left and right what they are saying, uncover previously sides of the brain Panoramas support unseen patterns of behavior, align to an appreciation of context and agreed -upon objectives and initiate complexity while graphic metaphors action. explicitly build shared meaning. The visual displays captured during the Group Memory: Research shows that people retain around 65% of what they meeting become "storyboards ". see and only 15% of what they hear, but These meeting snapshots document 80% combined. A common everything from the group's discussions picture enhances group alignment and can be used in reports, Posted charts create an accessible presentations or other mediums record for review, revision and retention More information available on TadZo website www tadzoconsulting com /facilitation.html — Third June 23, 2016 Proposal for City of Yakima • Economic Development Strategic Planning 11 Deliverables The key deliverable is the 2017 - 2020 Yakima Economic Development Strategic Plan The plan will be provided in electronic version and one printed copy Additional deliverables include A All data gathered during the research process A All graphic charts from facilitated work sessions (provided in electronic and original formats). A Asset Inventory "Report Card" presentation A Strategic Plan presentation Project Management TadZo's approach to project management is to communicate throughout the project and be available as a resource at any time for added value This involvement ensures that project outcomes are aligned to the needs and wants of your team and will involve A Project Kick -off Meeting to review scope of work, plan specific dates for on -site work and subsequent Project Update Calls. A Project Update Calls - Regularly - scheduled conference calls to report progress, request additional information, ask questions, coach through the planning process, etc. A Share draft plan for input and feedback A A private workspace on the internet (a.k.a. TadZo Teamwork https / /tadzo teamworkpm net /) will be made available for the City of Yakima team and any others you would like to share documents and project progress. a o June 23, 2016 Proposal for City of Yakima Economic Development Strategic Planning 12 IV. PROPOSED TIMELINE The following table presents an estimated timeline for the proposed scope of services described in this proposal, assuming we start in August. During the Project Kick -off Meeting we will further detail the project timeline and confirm dates of on -site work We will do everything possible to accelerate the project while focusing on preparation of quality deliverables and exceptional engagement of stakeholders The good news is that TadZo is based in Yakima, this proximity allows for more flexibility in scheduling Scope of Work Month Aug Sept Oct Nov Dec Project Kick -off Meeting Phase I - Where are you now? Economic Performance Economic Development Inventory Asset Inventory , Phase II - Where do you want to be? Stakeholder Input Priorities Work Session w Phase III - How will you get there? Priority Strategic Initiative Work Sessions Written Plan Project Update Calls it Conference calls /Phone Interviews Consultant off -site work Consultant on -site work LW Deliverable a Q June 23, 2016 Proposal for City of Yakima • Economic Development Strategic Planning 13 V. PRICE PROPOSAL A not -to- exceed price proposal for the proposed scope of services is detailed in the table below This proposal is all- inclusive of data, materials and services There is cost savings from no travel expenses compared to an out -of- town consultant I am able to bring nationally - recognized expertise to Yakima while the City can "buy local" City of Yakima Economic Development Strategic Planning Price Proposal Phase Price Phase I - Where are you now? $12,750 Phase II - Where do you want to be? 4,500 Phase III - How will you get there? 10,500 Total $27,750 We are open to modifying the scope of work and pricing respectively to accommodate your available resources for this planning project Option - Facilitation Only If you are only interested in facilitation services, TadZo facilitation rate is $4,500 for a full day and $3,000 per half -day, plus expenses for facilitation materials These rates include preparation time for the facilitated meeting but no research or analysis. a o June 23, 2016 Proposal for City of Yakima Economic Development Strategic Planning 14 VI. EXPERTISE & EXPERIENCE TadZo is an economic development and site selection consulting firm, led by Allison Larsen with over 14 years of consulting experience, 19 years of economic development experience and more than 10 years in international business sales and management With experience working in over 71 communities across 23 states /provinces, TadZo tracks best practices - what works and what doesn't - to draw upon for potential solutions in each unique situation facing a community TadZo's goal is to help communities stand out as the location of choice for their target audiences. Success is accomplished using proven techniques for uncovering unique community offerings and arming economic developers to align those assets with business needs through industry research and effective questioning Primary economic development services include A Competitiveness Assessments — What assets set your community apart from the competition? Where is your community falling behind the competition and stalling economic growth? What can you do to enhance your competitive position? Find out how your community stacks up to your competitors and economic development best practices. TadZo provides detailed feedback with specific recommendations to improve your community's value proposition A Action - oriented Strategic Planning — A plan is only good if it is implemented Are you looking for new ways to make a positive impact with best practice solutions? You can count on TadZo to work in partnership with you for a strategy that delivers results of priority to community stakeholders, within your means, yet a stretch to achieve more than you can imagine today A Workforce Development Strategies — Talent is the leading driver for business competitiveness today Is your community investing in training and skill development to meet industry's rapidly changing needs? Are you doing everything possible to attract and retain talent to your community? TadZo provides innovative approaches to enhance your labor pool A Target Industry Research and Analysis — Are your targets current? Have your assets changed and created a new value proposition? Are you curious about current industry trends in order to be more effective in your local business outreach and recruitment efforts? TadZo not only researches industry trends but also matches industries to your community's capabilities and emerging opportunities. A Business Recruitment Marketing — Are you looking for tried and true approaches to market your community - but with a fresh twist? Do you want to know what can bring more positive attention and serious looks at your community? TadZo focuses marketing strategies and resources on messaging and channels most relevant to your target audiences a Q June 23, 2016 Proposal for City of Yakima • Economic Development Strategic Planning 15 A Facilitation — Are you tired of "Death by PowerPoint" meetings? Are you seeking more effective ways to innovate and strategize as a team? Are you worried about how you will handle challenging community input meetings with many diverse and opposing views? Utilizing specialized skills and facilitation techniques such as graphic facilitation, TadZo fosters engagement and commitment while advancing conversations for big - picture thinking and creativity. The TadZo Principal, Allison Larsen, has extensive experience working with corporations and partner site consultants in evaluating communities for business locations. This perspective adds value to TadZo's economic development clients because realistic insights about community assets can be shared. Allison Larsen, CEcD - P►incipal With over 14 years of consulting experience, 19 years in economic development and more than 10 years in international business management and sales, Allison Larsen's core competencies include competitiveness assessments, site selection screening, action - oriented rrr rr strategic planning, target industry analysis, workforce development, marketing, graphic facilitation, and teaching through engagement. � Allison is keen that the client always sets the direction for where they want to go with a project. She believes her role is to ask insightful questions to explore what's possible, what's of greatest interest and, ultimately, what stakeholders find most important to commit resources for action. She employs well thought - out questions and astute listening to get to the core of issues and solutions. Her extensive experience with business leaders, community stakeholders and hard - working professionals contributes to her recognition of what is true excitement and commitment, enabling her to facilitate positive change for clients Her diverse background - from growing up in a small rural community (less than 4,000 population) in Northern California to a national award - winning salesperson at a Fortune 100 "Most Admired" Company (Merck & Co) has influenced her perspective to learn from every situation Allison's entrepreneurship endeavors did not start with TadZo She established an international distribution network for a venture capitalist, and even put herself through college by raising a herd of registered sheep. Working in front -line business recruitment at the Madera Industrial Development Corporation and the EDC serving Fresno County (both in California), she sited companies yielding more than 9,000 jobs Allison worked 11 years as Principal at Chabin Concepts, consulting local communities, regional and state economic development organizations Allison helped to create CompetitiveReady, a community certification program She is a sought -after speaker and trainer for economic development best practices. She has spoken at conferences and special training events for the International Economic ad Lo June 23, 2016 Proposal for City of Yakima Economic Development Strategic Planning 16 Development Council (IEDC), British Columbia EDA, Economic Developers of Alberta, California Academy for Economic Development, Mid - America EDC, Nebraska Public Power District, Northwest Economic Development Course, Oregon EDA, Pacific Northwest EDC, Public Service of Oklahoma, South Carolina EDA, Texas Economic Development Council, Team Texas, Washington EDA and Wisconsin EDA. Allison is a graduate of the University of California, Davis; the University of Oklahoma Economic Development Institute; and a Fellow of the California Agricultural Leadership Program Allison earned the certified economic developer (CEcD) professional designation from IEDC and serves on the IEDC Board of Directors Allison's complete resume is presented in the appendix Wo,kReferences A sampling of diverse TadZo projects are described on the following pages We encourage you to speak with our references to understand how they value TadZo and are implementing project outcomes. Muskogee City - County P ort Authority - Oklahoma Dates of Services: January 2015 1 'I'LJSI? €rEiE (3 projects) March - June 2015 Currently working on Economic Development Strategy and Marketing Plan Reference Name: Eric Miller, Director of Business & Economic Development Muskogee City- County Port Authority Phone Number: (918) 682 -7887 Email: eric @muskogeeport corn "Economic Development 101" A Facilitated session for economic development training with elected officials, board members, partners and community business leaders A This interactive learning and input session brought the community into the fold for teamwork in economic development. The interest of community stakeholders laid the foundation for additional funding to the Port for a Target Industry Analysis and strategic planning project. Competitiveness Assessment & Target Industry Analysis A Assessment of key site location factors as to current state of competitiveness producing a "Report Card" for Muskogee. a Q June 23, 2016 Proposal for City of Yakima • Economic Development Strategic Planning 17 A Industry trends research and screening to identify potential target industries. A Capabilities screening of industries based on current competitiveness, A Niche and emerging industry sector identified to augment screen of industry targets A Industry intelligence research Economic Development Strategy and Marketing Plan (project in- process) A Stakeholder interviews and Priorities Work Session. A Key Message Work Sessions A Plan Development - draft, review, enhance, approval A Implementation Guide and Work Session. A Coaching for development of Marketing Plan and materials "1 was excited about the prospects of undertaking this endeavor and the benefits that I believed it would yield for our organization and the community, alike. The past 3 days rave only served to heighten my excitement about the outcomes. Your [Alison's] intellect, intuition and broad base of experiences, as well as your well -honed ability to pose the tough question, in a non- threatening/off- putting manner, was wonderful to behold. There ;is no doubt that you [Allison] were the right choice for this undertaking in Muskogee. .Thank you for the great effort that you have invested in this very important undertaking, in furtherance of the economic development growth and prosperity of Muskogee. I could of be more pleased." Eric Miller, Director of Business & Economic Development Muskogee City- County Port Authority Ada Jobs Foundation - Oklahoma Dates of Services: August 2013 - January 2014 A d a Reference Name: Michael Southard, President & CEO Ada Jobs Foundation OKLAHOMA Phone Number (580) 235 -0070 Email msouthard @adaworks org Strategic Plan; Target Industry Analysis & Branding A Identification of target industries that fit with Ada's assets. ►► Competitiveness assessment and work session, ►► Industry trends research and screening; a Q June 23, 2016 Proposal for City of Yakima Economic Development Strategic Planning 18 ■■ Compatibility screening based on Ada's assets and liabilities, ■■ Niche and emerging opportunities, and ■■ Industry intelligence research. A Development of a unified community brand for Ada Jobs Foundation, City and Chamber ■■ Facilitated four large focus groups to identify core values and differentiators that could be distilled into succinct and compelling key messages to drive a community -wide brand Allison had everyone on their feet and working actively in small groups Several props were utilized to help participants generate creative, yet provable, messages about their community. Not only did the process give every participant a voice, but also built strong consensus for key messages and the new community brand ■■ Brand images and tag line developed and tweaked with steering committee input. ■■ Brand guidelines for communitywide use A Economic Development Strategy: ■■ Stakeholder engagement and setting priorities. ■■ Capacity assessment of available resources for implementation. ■■ Plan draft, review, enhancement. ■■ Implementation Work Session and supporting materials ■■ On -going implementation coaching "TadZo was a tremendous help to Ada in our efforts to implement the economic development elements of our community visioning process. Allison facilitated several •rocesses that explored different ideas which ultimately ended with agreed upon oncepts. The overall marketing plan laid out a series of steps with details down to an -stimated budget as to who would be responsible for what element. The community •randing effort included nearly 200 people in the process and the community logo is used by the Chamber, EDO, and the City." Michael Southard, President & CEO Ada Jobs Foundation a Q June 23, 2016 Proposal for City of Yakima • Economic Development Strategic Planning 19 Martinsville - Henry County Economic Development Corporation - Virginia Dates of Services: July 2013 t ' slartinsviIle (3 projects) November 2013 - April 2014 NRv cC VIRGINIA June 2014 - December 2014 Reference Name: Mark Henry, President & CEO Lisa Lyle, Director of Recruiting & Marketing Martinsville -Henry County EDC Phone Number: (276) 403 -5940 Email: mheath @yesmartinsville.com LLyle@yesmartinsville.com Best Practices Assessment & Recommendations A Familiarization Tour, feedback on observations and recommendations Target Industry Analysis & Business Case Research A Competitiveness assessment. A Industry trends research and screening A Compatibility screening based on Henry County's assets and liabilities. A Niche and emerging opportunities. A Industry intelligence research. A Assembly of data and copywriting of businesses cases for each target industry. Website Advisory Services A Site Map Outline. A Content defined for each webpage A Copywriting of key landing pages. — W Q June 23, 2016 Proposal for City of Yakima Economic Development Strategic Planning 20 "In our early conversations and throughout the process, we were impressed with Allison's industry knowledge and her unique perspective in understanding the site selection process and community evaluation methods used by companies for expansion and /or relocation decisions. With Allison's research and guidance, we were able to better define our target industries and improve our marketing methods. Allison has an exceptional gift in marketing. The -Target Industry Analysis not only contained in -depth research and recommendations, but she also provided detailed plans, outlines, and examples to help us take the next steps in effectively marketing to our newly defined targets. Ilison also assisted us on the re- design of our website. Allison developed our new site ap, recommended page content, and provided copywriting for some of our key landing pages. Her assistance and recommendations with our new website were so helpful in rganizing and clarifying a task that can easily be overwhelming. is been a pleasure working with Allison and we would highly recommend her work to other economic development organizations." Lisa Lyle, Director of Recruiting & Marketing Martinsville -Henry County EDC a o June 23, 2016 Proposal for City of Yakima Economic Development Strategic Planning 21 Redmond Economic Development, Inc. - Oregon Dates of Services: April - May 2015 November 2015 w= ,rte (2 projects) ••••:w: &Ph% e }14.ryr+ Reference Name: Jon Stark, Redmond Manager • Economic Development for Central • Oregon /Redmond Economic Development Inc. Phone Number: (541) 923 -5223 Email: jon@edcoinfo.com Is Redmond Making the Grade? A Competitive Asset Evaluation A Board presentation of findings. A Keynote speaker for Annual Meeting Board Retreat for 3 -year Strategic Plan A Facilitation of board retreat (one chart shown above) Tha you again for your terrific leadership in getting our thoughts organized and down on paper so we can further our strategic planning discussion." Jon Stark, Redmond Manager Economic Development for Central Oregon Redmond Economic Development Inc. a o June 23, 2016 Proposal for City of Yakima Economic Development Strategic Planning 22 McKinney Economic Development Corporation - Texas Dates of Services: April - May 2016 Reference Name: Abby Liu, Interim President - -,- '�- McKinney EDC Phone Number: (972) 965 -3132 Email: liu @mckinneyedc.com . Board Retreat for Annual Work Plan A Facilitation of board strategic planning workshop addressing McKinney's current state of competitiveness along with strategic priorities for Business Retention & Expansion, Entrepreneurship & Emerging Technology; Business Attraction; and Enhancing McKinney's Competitiveness. a o June 23, 2016 Proposal for City of Yakima • Economic Development Strategic Planning APPENDIX A. Resume for Allison Larsen, TadZo — Thard June 23, 2016 Proposal for City of Yakima Allison Larsen, CEcD allison@TadZoConsulting corn 4iit7 Principal Office - 5099720833 Mobile - 509 952 6104 TadZo Twitter - @allisonTadZo PROFESSIONAL EXPERIENCE TadZo Principal (2013 - present) TadZo is an economic development and site selection consulting firm. Primary services encompass competitiveness assessments, strategic planning, marketing, training and facilitation for economic development organizations; and site location analysis for corporations throughout USA and Canada. With experience working in over 72 communities across 23 states /provinces, TadZo tracks best practices - what works and what doesn't - to draw upon for potential solutions in each unique situation facing a community. Projects* • McKinney Economic Development Corporation, TX - Strategic Planning Workshop Facilitation • Town of Ajax, ON - Economic Development Strategy Review & Update • Muskogee City - County Port Authority, OK - Economic Development Strategy & Marketing Plan • Redmond Economic Development, Inc , OR - Board Retreat Facilitation • Prineville /Crook County Economic Development Council, OR - Board Retreat Facilitation • City of Coquitlam, BC - Technology Workshop Facilitation • Northern Kentucky Tri -ED - Economic Development Training & Best Practices • Enid Regional Development Alliance, OK - Board Retreat Facilitation • Muskogee City- County Port Authority, OK - Competitiveness Assessment & Target Industry Analysis • Redmond Economic Development, Inc., OR - Community Economic Development Report Card • Oakland County, MI - Economic Development Partners Facilitation for Partner Action Plan • Greater Spokane Inc , WA - Driving Competitive Change for the Spokane Region • Muskogee City- County Port Authority, OK - "Economic Development 101" Facilitated Session for Community Leaders • City of Eugene, OR - Competitiveness Work Session • City of Springfield, OR - UGB Expansion Sites Assessment • Oklahoma Governor's Economic Development Marketing Team - Annual Retreat Facilitation • Martinsville -Henry County EDC, VA - Website Advisory Services • City of Ada, OK - Website Advisory Services • Eugene - Springfield -Lane County, OR - "Big Look" Regional Economic Development Organization & Strategy • Martinsville -Henry County EDC, VA - Target Industry Analysis & Business Case Research • Tri- Cities, WA - TRIDEC New Economy Target Industry Study • Maple Valley, WA - IEDC Economic Development Advisory Services (pro -bono) • Northern Kentucky Tri -ED - Strategic Planning Facilitation • Ada Jobs Foundation, OK - Target Industry Analysis, Branding and Economic Development Strategic Plan • Martinsville -Henry County EDC, VA - Best Practices Assessment & Recommendations • Greater Pensacola Chamber of Commerce, FL - Implementation Retainer • Ken -Tenn Regional Alliance, KY & TN - Strategic Plan Chabin Concepts Principal (2002 - 2013) • Ken -Tenn Regional Alliance, KY & TN - Industry Targeting, Business Cases • City of Chula Vista, CA - Strategic Positioning, Cluster Analysis & Marketing Strategy • Greater Pensacola Chamber of Commerce, FL - Regional Econ Dev Strategy & Marketing Plan • Cedar Hill EDC, TX - CompetitiveReady Asset Scorecard • Oklahoma City Partnership - Rural Community Assessments and Recommendations • Public Service of Oklahoma - Economic Development Marketing Training • Nebraska Public Power District - Rural Economic Development Training • Wisconsin Economic Development Association - Competitive Proposals Training & Economic Development Sales Training • Ajax, Ontario - CompetitiveReady Asset Scorecard • Columbia County Economic Team, OR - Business Attraction Plan • City of Merced, CA - Economic Development Work Session & Plan • Porterville, CA - Strategic Plan Update • West Sacramento, CA - Business Resource & Innovation Center Study • McPherson IDC, KS - CompetitiveReady Asset Scorecard, Target Industry Study, Economic Development Strategic Plan • Brownsville EDC, TX - Comparative Benchmarking • City of Sugar Land, TX - Economic Development Strategy • City of Shasta Lake, CA - GreenTech Industrial Park • Bowling Green Area Chamber of Commerce, KY - Target Markets Analysis, updated South Central Kentucky Marketing Plan • City of Beaverton, OR - Target Industry Analysis and Implementation Plan • City of Scottsdale, AZ - Competitiveness Assessment /Target Industry Study • City of Merced, CA - Business Case Development • Frisco EDC, TX - Comprehensive Economic Development Strategy • Colusa County, CA - Economic Development Roadmap • Confederate Tribes of the Umatilla Indian Reservation, OR - Marketing Advisement and Work Session • Rio South Texas - Competitive Assessment and Market Position • Greater Yuma EDC, AZ - Marketing Plan and Business Cases • Quad City IA & IL - Logistics Industry Study, Wind Website • San Jose Redevelopment Agency, CA - Downtown Tenant Preferences Study, Organization and Marketing Plan • Grenada County EDD, MS - Economic Development Strategic Plan; Website; Business Cases • Northern Rural Training and Employment Network (NORTEC) - Designing Local Skills Strategies for STEM Occupations • Mid - Michigan Region - Location Analysis & Positioning for Photovoltaic Industry • City of Santa Rosa, CA - Economic Development Plan; Consultative Selling Work Session • Bowling Green Area Chamber of Commerce, KY - South Central KY Regional Marketing Plan and Business Cases • Northern Colorado EDC - Marketing Plan • Mariposa County, CA - Economic Vitality Plan • Greater Phoenix Economic Council, AZ - Business Case & Prospecting Program • Grays Harbor Public Development Authority, WA - Strategic Marketing Program • Victor Valley EDA, CA - Regional Marketing Program; Target Industry Study • State of Washington Prospecting and Marketing Program • City of Henderson, NV - Target Industry Study, Customized ACT Training • Prospecting Services for Oklahoma Business Roundtable, Portland Development Commission (OR), Shasta County EDC (CA), City of Victorville (CA) and Victor Valley EDA (CA) • Northwest Pennsylvania Regional Planning Commission - Regional Website Review &Training • State of Washington - Prospecting and Marketing Program • City of Castle Rock, WA - Strategic Marketing Plan • City of Rio Vista, CA - Industrial Strategy • City of Madera, CA - Enterprise Zone Renewal Application • New Mexico Economic Development Partnership - Targeting and Positioning • Spokane Area EDC, WA - Strategy & Organization Re- engineering • San Diego EDC, CA - Organizational Enhancement • Oregon Economic Development Association - Targeted Industry Prospecting Campaign • Solano County EDC, CA - Perception Interviews and Client Handbook Economic Development Corporation serving Fresno County Vice President, Client Services and Interim President/CEO (1999 - 2002) • Primary contact for site consultants and businesses, resulting in nearly 5,200 new and 800 retained jobs • Architect of state -of- the -art tools for enhanced responsiveness to clients - Comparative Demographics, Site Selection Core Database (IEDC standards), Real Estate Database, Comparative Operating Cost Analysis, and Incentive Calculator, award winning at state and national levels • Established "Red Teams" of signature -level authorities to meet with prospects, including a specialized "EDC Workforce Red Team" • Secured grants from USDA, Workforce Investment Corporation, and California Technology Trade & Commerce Agency • Managed 10 employees Madera County Industrial Development Corporation Manager of Business Development and Marketing (1997-1999) • Business attraction, marketing, public relations - yielding 2,500+ new jobs Other Sales & Marketing Experience • Universal Marketing Services, Inc. - General Manager; international marketing; set up distribution network in 20+ countries • Merck & Co., Inc. - nationally recognized "League of Excellence" winner for sales performance • California State Fair - supervised Counties and Agri -Fair exhibits EDUCATION University of Oklahoma, Economic Development Institute Graduate University of California, Davis B.S., Agricultural Education California Agricultural Leadership Program Fellow, Class XXIV I FACILITATION TRAINING Liberating Structures - Seattle, WA The Principles of Graphic Facilitation Workshop, The Grove - San Francisco, CA The Art of Facilitation, University of California - Davis, CA PROFESSIONAL AFFILIATIONS International Economic Development Council Active Member • IEDC Certified Economic Developer (CEcD) • IEDC Board Member 2016 - 2017 • Past Chair, Education and Certification Committee www.TadZoConsulting.com Email - allison @TadZoConsulting corn Twitter - @allisonTadZo Office - 509 972 0833 LinkedIn - www.linkedin.com /in /allisontadzo Mobile - 509 952 6104