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22-143.00 CH Johnson Consulting: Tourism Study Contract No.22-143.00 AGREEMENT FOR SERVICES C.H.Johnson Consulting,Inc. THIS AGREEMENT is made by and between the City of Spokane Valley,a code City of the State of Washington, hereinafter "City" and C.H. Johnson Consulting, Inc., hereinafter "Consultant,"jointly referred to as"Parties." IN CONSIDERATION of the terms and conditions contained herein,the Parties agree as follows: 1. Work to Be Performed. Consultant shall provide all labor, services, and material to satisfactorily complete the Scope of Services,attached as Exhibit A. A.Administration. The City Manager or designee shall administer and be the primary contact for Consultant. Prior to commencement of work, Consultant shall contact the City Manager or designee to review the Scope of Services,schedule,and date of completion. Upon notice from the City Manager or designee, Consultant shall commence work, perform the requested tasks in the Scope of Services,stop work,and promptly cure any failure in performance under this Agreement. B. Representations. City has relied upon the qualifications of Consultant in entering into this Agreement. By execution of this Agreement, Consultant represents it possesses the ability, skill, and resources necessary to perform the work and is familiar with all current laws, rules, and regulations which reasonably relate to the Scope of Services. No substitutions of agreed-upon personnel shall be made without the prior written consent of City. Consultant represents that the compensation as stated in paragraph 3 is adequate and sufficient for the timely provision of all professional services required to complete the Scope of Services under this Agreement. Consultant shall be responsible for the technical accuracy of its services and documents resulting therefrom, and City shall not be responsible for discovering deficiencies therein. Consultant shall correct such deficiencies without additional compensation except to the extent such action is directly attributable to deficiencies in City-furnished information. C.Standard of Care. Consultant shall exercise the degree of skill and diligence normally employed by professional consultants engaged in the same profession, and performing the same or similar services at the time such services are performed. D. Modifications. City may modify this Agreement and order changes in the work whenever necessary or advisable. Consultant will accept modifications when ordered in writing by the City Manager or designee, so long as the additional work is within the scope of Consultant's area of practice. Compensation for such modifications or changes shall be as mutually agreed between the Parties. Consultant shall make such revisions in the work as are necessary to correct errors or omissions appearing therein when required to do so by City without additional compensation. 2. Term of Contract. This Agreement shall be in full force and effect upon execution and shall remain in effect until completion of all contractual requirements have been met as determined by City. Consultant shall complete its work by June 1, 2023, unless the time for performance is extended in writing by the Parties. Agreement for Services(without professional liability coverage) Page 1 of 8 Contract No. 22-143.00 Either Party may terminate this Agreement for material breach after providing the other Party with at least 10 days'prior notice and an opportunity to cure the breach. City may,in addition,terminate this Agreement for any reason by 10 days' written notice to Consultant. In the event of termination without breach, City shall pay Consultant for all work previously authorized and satisfactorily performed prior to the termination date. 3.Compensation.City agrees to pay Consultant a flat fee of$93,500.00,(which includes Washington State Sales Tax if any is applicable)as full compensation for everything done under this Agreement,as set forth in Exhibit B. Consultant shall not perform any extra,further,or additional services for which it will request additional compensation from City without a prior written agreement for such services and payment therefore. 4. Payment. Consultant shall be paid monthly upon presentation of an invoice to City. Applications for payment shall be sent to the City Finance Department at the below-stated address. City reserves the right to withhold payment under this Agreement for that portion of the work(if any)which is determined in the reasonable judgment of the City Manager or designee to be noncompliant with the Scope of Services,City standards,City Code,and federal or state standards. 5.Notice. Notices other than applications for payment shall be given in writing as follows: TO THE CITY: TO THE CONSULTANT: Name: Christine Bainbridge,City Clerk Name: C.H.Johnson Consulting,Inc. Phone: (509)720-5000 Phone:312-447-2010 Address: 10210 East Sprague Avenue Address:6 E Monroe St.,5th floor Spokane Valley,WA 99206 Chicago,IL 60603 6.Applicable Laws and Standards. The Parties,in the performance of this Agreement,agree to comply with all applicable federal, state, and local laws and regulations. Consultant warrants that its designs, construction documents,and services shall conform to all federal,state,and local statutes and regulations. 7. Certification Regarding Debarment, Suspension, and Other Responsibility Matters — Primary Covered Transactions. A. By executing this Agreement, the Consultant certifies to the best of its knowledge and belief that it and its principals: 1. Are not presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from covered transactions by any federal department or agency; 2. Have not within a three-year period preceding this proposal been convicted of or had a civil judgment rendered against them for commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a public (federal, state, or local) transaction or contract under a public transaction; violation of federal or state antitrust statutes or commission of embezzlement, theft, forgery, bribery, falsification or Agreement for Services(without professional liability coverage) Page 2 of 8 Contract No.22-143.00 destruction of records,making false statements,or receiving stolen property; 3. Are not presently indicted for or otherwise criminally or civilly charged by a governmental entity (federal, state, or local) with commission of any of the offenses enumerated in paragraph(A)(2)of this certification;and 4. Have not within a three-year period preceding this application/proposal had one or more public transactions(federal,state,or local)terminated for cause or default. B. Where the prospective primary participant is unable to certify to any of the statements in this certification,such prospective participant shall attach an explanation to this Agreement. 8. Relationship of the Parties. It is understood and agreed that Consultant shall be an independent contractor and not the agent or employee of City,that City is interested in only the results to be achieved, and that the right to control the particular manner,method,and means in which the services are performed is solely within the discretion of Consultant. Any and all employees who provide services to City under this Agreement shall be deemed employees solely of Consultant. The Consultant shall be solely responsible for the conduct and actions of all its employees under this Agreement and any liability that may attach thereto. 9. Ownership of Documents. All drawings, plans, specifications, and other related documents prepared by Consultant under this Agreement are and shall be the property of City,and may be subject to disclosure pursuant to chapter 42.56 RCW or other applicable public record laws. The written, graphic, mapped, photographic, or visual documents prepared by Consultant under this Agreement shall, unless otherwise provided, be deemed the property of City. City shall be permitted to retain these documents, including reproducible camera-ready originals of reports,reproduction quality mylars of maps,and copies in the form of computer files, for the City's use. City shall have unrestricted authority to publish, disclose, distribute, and otherwise use,in whole or in part,any reports,data,drawings,images,or other material prepared under this Agreement, provided that Consultant shall have no liability for the use of Consultant's work product outside of the scope of its intended purpose. 10.Records. The City or State Auditor or any of their representatives shall have full access to and the right to examine during normal business hours all of Consultant's records with respect to all matters covered in this Agreement. Such representatives shall be permitted to audit, examine, make excerpts or transcripts from such records, and to make audits of all contracts, invoices,materials,payrolls, and record of matters covered by this Agreement for a period of three years from the date final payment is made hereunder. 11.Insurance. Consultant shall procure and maintain for the duration of the Agreement,insurance against claims for injuries to persons or damage to property which may arise from or in connection with the performance of the work hereunder by Consultant,its agents,representatives,employees,or subcontractors. A. Minimum Scope of Insurance. Consultant's required insurance shall be of the types and coverages described below: 1. Automobile liability insurance covering all owned, non-owned, hired, and leased vehicles. Coverage shall be at least as broad as Insurance Services Office(ISO)form CA 00 01. 2.Commercial general liability insurance shall be at least as broad as ISO occurrence form Agreement for Services(without professional liability coverage) Page 3 of 8 Contract No.22-143.00 CG 00 01 and shall cover liability arising from premises,operations,stop-gap independent contractors and personal injury, and advertising injury. City shall be named as an additional insured under Consultant's commercial general liability insurance policy with respect to the work performed for the City using an additional insured endorsement at least as broad as ISO CG 20 26. 3. Workers' compensation coverage as required by the industrial insurance laws of the State of Washington. B.Minimum Amounts of Insurance. Consultant shall maintain the following insurance limits: 1.Automobile liability insurance with a minimum combined single limit for bodily injury and property damage of$1,000,000 per accident. 2. Commercial general liability insurance shall be written with limits no less than $2,000,000 each occurrence,and$2,000,000 general aggregate. C.Other Insurance Provisions. The Consultant's policies are to contain,or be endorsed to contain, the following provisions for automobile liability and commercial general liability insurance: 1. Consultant's insurance coverage shall be primary insurance with respect to the City. Any insurance, self-insurance, or self-insured pool coverage maintained by City shall be in excess of Consultant's insurance and shall not contribute with it. 2. Consultant shall provide City and all additional insured for this work with written notice of any policy cancellation within two business days of their receipt of such notice. 3. If Consultant maintains higher insurance limits than the minimums shown above, City shall be insured for the full available limits of commercial general and excess or umbrella liability maintained by Consultant, irrespective of whether such limits maintained by Consultant are greater than those required by this Agreement or whether any certificate of insurance furnished to the City evidences limits of liability lower than those maintained by Consultant. 4.Failure on the part of Consultant to maintain the insurance as required shall constitute a material breach of the Agreement, upon which the City may, after giving at least five business days' notice to Consultant to correct the breach, immediately terminate the Agreement, or at its sole discretion, procure or renew such insurance and pay any and all premiums in connection therewith, with any sums so expended to be repaid to City on demand, or at the sole discretion of the City, offset against funds due Consultant from the City. D.Acceptability of Insurers. Insurance is to be placed with insurers with a current A.M.Best rating of not less than A:VII. E. Evidence of Coverage. As evidence of the insurance coverages required by this Agreement, Consultant shall furnish the City with original certificates and a copy of the amendatory endorsements, including but not necessarily limited to the additional insured endorsement, evidencing the insurance requirements of the Agreement before commencement of the work. Agreement for Services(without professional liability coverage) Page 4 of 8 Contract No. 22-143.00 12. Indemnification and Hold Harmless. Consultant shall, at its sole expense, defend, indemnify, and hold harmless City and its officers,agents,and employees,from any and all claims,actions,suits,liability, loss, costs, attorney's fees, costs of litigation, expenses, injuries, and damages of any nature whatsoever relating to or arising out of the wrongful or negligent acts,errors, or omissions in the services provided by Consultant, Consultant's agents, subcontractors, subconsultants, and employees to the fullest extent permitted by law,subject only to the limitations provided below. However, should a court of competent jurisdiction determine that this Agreement is subject to RCW 4.24.115,then, in the event of liability for damages arising out of bodily injury to persons or damages to property caused by or resulting from the concurrent negligence of the Consultant and the City,its officers, officials, employees, and volunteers, the Consultant's liability, including the duty and cost to defend, hereunder shall be only to the extent of the Consultant's negligence. It is further specifically and expressly understood that the indemnification provided herein constitutes the Consultant's waiver of immunity under Industrial Insurance, Title 51, RCW, solely for the purpose of this indemnification. This waiver has been mutually negotiated by the parties. The provisions of this section shall survive the expiration or termination of this Agreement. 13.Waiver. No officer,employee,agent,or other individual acting on behalf of either Party has the power, right,or authority to waive any of the conditions or provisions of this Agreement. A waiver in one instance shall not be held to be a waiver of any other subsequent breach or nonperformance. All remedies afforded in this Agreement or by law shall be taken and construed as cumulative and in addition to every other remedy provided herein or by law. Failure of either Party to enforce at any time any of the provisions of this Agreement or to require at any time performance by the other Party of any provision hereof shall in no way be construed to be a waiver of such provisions nor shall it affect the validity of this Agreement or any part thereof. 14. Assignment and Delegation. Neither Party may assign, transfer, or delegate any or all of the responsibilities of this Agreement or the benefits received hereunder without prior written consent of the other Party. 15. Subcontracts. Except as otherwise provided herein, Consultant shall not enter into subcontracts for any of the work contemplated under this Agreement without obtaining prior written approval of City. 16. Confidentiality. Consultant may,from time-to-time,receive information which is deemed by City to be confidential. Consultant shall not disclose such information without the prior express written consent of City or upon order of a court of competent jurisdiction. 17. Jurisdiction and Venue. This Agreement is entered into in Spokane County, Washington. Disputes between City and Consultant shall be resolved in the Superior Court of the State of Washington in Spokane County. Notwithstanding the foregoing, Consultant agrees that it may, at City's request, be joined as a party in any arbitration proceeding between City and any third party that includes a claim or claims that arise out of, or that are related to Consultant's services under this Agreement. Consultant further agrees that an arbitrator's decision therein shall be final and binding on Consultant and that judgment may be entered upon it in any court having jurisdiction thereof. 18. Cost and Attorney's Fees. The prevailing party in any litigation or arbitration arising out of this Agreement shall be entitled to its attorney's fees and costs of such litigation(including expert witness fees). Agreement for Services(without professional liability coverage) Page 5 of 8 Contract No.22-143.00 19. Entire Agreement. This written Agreement constitutes the entire and complete agreement between the Parties and supersedes any prior oral or written agreements. This Agreement may not be changed, modified,or altered except in writing signed by the Parties hereto. 20.Anti-kickback. No officer or employee of City,having the power or duty to perform an official act or action related to this Agreement shall have or acquire any interest in this Agreement, or have solicited, accepted,or granted a present or future gift,favor,service,or other thing of value from any person with an interest in this Agreement. 21. Assurance of Compliance with Applicable Federal Law. During the performance of this Agreement, the Consultant,for itself,its assignees,and successors in interest agrees as follows: A. Compliance with Regulations. Consultant shall comply with the federal laws set forth in subsection G, below ("Pertinent Non-Discrimination Authorities") relative to non-discrimination in federally-assisted programs as adopted or amended from time-to-time, which are herein incorporated by reference and made a part of this Agreement. B. Non-discrimination. Consultant,with regard to the work performed by it during this Agreement, shall not discriminate on the grounds of race,color,or national origin in the selection and retention of subcontractors, including procurements of materials and leases of equipment. Consultant shall not participate directly or indirectly in the discrimination prohibited by the Acts and the Regulations, including employment practices when the contract covers any activity, project, or program set forth in Appendix B of 49 CFR Part 21. C. Solicitations for Subcontracts, Including Procurements of Materials and Equipment. In all solicitations, either by competitive bidding, or negotiation made by Consultant for work to be performed under a subcontract, including procurements of materials, or leases of equipment, each potential subcontractor or supplier shall be notified by Consultant of Consultant's obligations under this Agreement and the Acts and the Regulations relative to non-discrimination on the grounds of race,color,or national origin. D. Information and Reports. Consultant shall provide all information and reports required by the Acts,the regulations, and directives issued pursuant thereto, and shall permit access to its books, records,accounts,other sources of information,and its facilities as may be determined by the City or the WSDOT to be pertinent to ascertain compliance with such Acts,regulations,and instructions. Where any information required of Consultant is in the exclusive possession of another who fails or refuses to furnish the information, Consultant shall so certify to the City or the WSDOT, as appropriate,and shall set forth what efforts it has made to obtain the information. E. Sanctions for Noncompliance. In the event of a Consultant's noncompliance with the non- discrimination provisions of this Agreement, the City will impose such contract sanctions as it or the WSDOT may determine to be appropriate, including,but not limited to: 1. Withholding payments to Consultant under the Agreement until Consultant complies; and/or 2. Cancelling,terminating,or suspending the Agreement, in whole or in part. Agreement for Services(without professional liability coverage) Page 6 of 8 Contract No.22-143.00 F. Incorporation of Provisions. Consultant shall include the provisions of paragraphs of these Contract Clauses in every subcontract, including procurements of materials and leases of equipment, unless exempt by the Acts, regulations and directives issued pursuant thereto. Consultant shall take action with respect to any subcontract or procurement as the City or the WSDOT may direct as a means of enforcing such provisions, including sanctions for noncompliance. Provided,that if Consultant becomes involved in, or is threatened with litigation by a subcontractor or supplier because of such direction,Consultant may request that the City enter into any litigation to protect the interests of the City. In addition,Consultant may request the United States to enter into the litigation to protect the interests of the United States. G. Pertinent Non-Discrimination Authorities: During the performance of this Agreement, the Consultant agrees to comply with the following non-discrimination statutes and authorities; including but not limited to: Title VI of the Civil Rights Act of 1964(42 U.S.C. §2000d et seq.,78 stat.252),(prohibits discrimination on the basis of race,color,national origin);and 49 CFR Part 21;and 49 Part 26; The Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970, (42 U.S.C. §4601), (prohibits unfair treatment of persons displaced or whose property has been acquired because of Federal or Federal-aid programs and projects); Federal-Aid Highway Act of 1973, (23 U.S.C. §324 et seq.), (prohibits discrimination on the basis of sex); Section 504 of the Rehabilitation Act of 1973, (29 U.S.C. §794 et seq.), as amended, (prohibits discrimination on the basis of disability);and 49 CFR Part 27; The Age Discrimination Act of 1975, as amended, (42 U.S.C. §6101 et seq.), (prohibits discrimination on the basis of age); Airport and Airway Improvement Act of 1982, (49 U.S.C. §471, Section 47123), as amended,(prohibits discrimination based on race,creed,color,national origin,or sex); The Civil Rights Restoration Act of 1987,(PL 100-209), (Broadened the scope, coverage and applicability of Title VI of the Civil Rights Act of 1964, The Age Discrimination Act of 1975 and Section 504 of the Rehabilitation Act of 1973,by expanding the definition of the terms"programs or activities"to include all of the programs or activities of the Federal- aid recipients, sub-recipients and contractors, whether such programs or activities are Federally funded or not); Titles II and III of the Americans with Disabilities Act, which prohibit discrimination on the basis of disability in the operation of public entities, public and private transportation systems,places of public accommodation,and certain testing entities(42 U.S.C. §§12131- 12189)as implemented by Department of Transportation regulations at 49 C.F.R.parts 37 and 38; The Federal Aviation Administration's Non-discrimination statute (49 U.S.C. §47123) (prohibits discrimination on the basis of race,color,national origin,and sex); Agreement for Services(without professional liability coverage) Page 7 of 8 Contract No. 22-143.00 Executive Order 12898, Federal Actions to Address Environmental Justice in Minority Populations and Low-Income Populations, which ensures Non-discrimination against minority populations by discouraging programs, policies, and activities with disproportionately high and adverse human health or environmental effects on minority and low-income populations; Executive Order 13166, Improving Access to Services for Persons with Limited English Proficiency, and resulting agency guidance, national origin discrimination includes discrimination because of Limited English proficiency(LEP). To ensure compliance with Title VI,you must take reasonable steps to ensure that LEP persons have meaningful access to your programs(70 Fed.Reg.at 74087 to 74100);and Title IX of the Education Amendments of 1972, as amended, which prohibits you from discriminating because of sex in education programs or activities(20 U.S.C.§1681 et seq.). 22. Business Registration. Prior to commencement of work under this Agreement, Consultant shall register with the City as a business if it has not already done so. 23.Severability. If any section,sentence,clause,or phrase of this Agreement should be held to be invalid for any reason by a court of competent jurisdiction,such invalidity shall not affect the validity of any other section,sentence,clause,or phrase of this Agreement. 24. Exhibits. Exhibits attached and incorporated into this Agreement are: A. Scope of Services and Fee Schedule B. Insurance Certificates The Parties have executed this Agreement this 2Y ay of Awe,/sr ,202t. CITY OF SPOKANE VALLEY Consultant: alk,,A4 14" Jon Hohman, City Manager By: CH Pr a„LE s -(NSW Its: Authorized Representative APPROVED AS TO FORM: Offic df he fit orne Y Agreement for Services(without professional liability coverage) Page 8 of 8 Spokane 40, 1cValleya Exhibit A: Spokane Valley Scope of Work Date August 4,2022 Prepared for C.H.Johnson Consulting Project Name TOURISM STUDY Consultant will: Complete five primary study elements in the process to identify and prioritize a Tourism Strategic Plan for the City of Spokane Valley: 1. Strategic Planning Evaluate the 2016 plan and develop new vision and strategies 2. Past Project Review Analyze past prioritized projects and recommend fresh approaches and prioritization 3. New opportunities Identify new development opportunities along with economic impact analysis of past and new projects 4. Revenue Streams-Implications Present implications of new findings and possible revenue streams to appropriate stakeholders. 5. Report Production Prepare a graphic rich report and present findings/conclusions with recommended new directions 1.0 STRATEGIC PLAN DEVELOPMENT 1.1 PROJECT STEERING COMMITTEE The process would begin by engaging Spokane Valley City staff to refine the planning scope to ensure it fully meets the goals and desires of the City.A Project Steering Committee will be identified to assist in project oversight and direction and helping to ensure broad buy-in with the final plan.The Planning Team would work with the City to ensure appropriate representation of public and private tourism stakeholder interests. Suggested stakeholders could include the Greater Spokane Valley Chamber of Commerce,Spokane County, Liberty Lake, local land and trail conservancy organizations,the HUB and other area sports organizations, hospitality industry, and various retail and leisure business representatives. The following roles are anticipated for the Committee: • Help Spokane Valley City staff in directing and reviewing Planning Team efforts, • Review preliminary findings of the updated plan and provide feedback, • Provide recommendations to the City for TSPPDP adoption. 9 A kick-off meeting would be held with the Project Steering Committee to identify the key stages of the process and anticipated timing.Through these efforts,the Steering Committee will be involved in shaping the plan from the early stages and recognize that their direct involvement is valuable throughout the planning process. 1.2 DESTINATION ASSESSMENT PROCESS With a Project Steering Committee in place,the next study element would focus on a destination assessment of existing Spokane Valley tourism assets.This would provide the foundation for the Strategic Plan, determining current destination conditions and prioritizing the critical issues and challenges that the strategies should focus on now, and in the intermediate term. It would start with a review of the past 2016 Strategic Plan to fully understand the suggested areas of focus and rationale that was previously developed. Key elements of the assessment would include: • Review and analysis of the 2016 Tourism and Retail Strategies • Identification of interviews with key visitor industry leaders, community leaders and other relevant groups • Research scan on relevant data analyses and planning documents • Survey of transient accommodation operators/owners regarding overnight traveler traits and behavior • Site visits and evaluation of key visitor generating and hospitality services assets —A. Review of 2016 Planning Efforts:The Planning Team would review all planning documents associated with the 2016 efforts to fully understand what key issues were previously noted, what strategic direction was presented and what prioritization was developed for new tourism product development efforts. After this review, key takeaways will be summarized and reviewed with City staff to ensure there is agreement in elements that should be carried forward in new planning efforts. —B. Interviews of Key Leaders and Relative Groups:The Destination Assessment process would continue by gaining insights from key industry leaders, community leaders and other relevant groups.The Planning Team will work with Spokane Valley City staff to identify key perspectives from public and private interests including businesses, local and regional jurisdictions, and tourism organizations. These interviews and focus groups will aim to identify and prioritize high-level opportunities that need to be addressed in the Strategic Plan and analyze stakeholder perspectives on potentials and constraints facing tourism in the City. — C. Research Scan of Data Analyses and Planning Documents: In the next element the Planning Team will be evaluating existing research related to visitor volumes, the composition and profiles of visitors,trends in tax/assessment collections, lodging performance, seasonality of demand and other relevant data. Importantly,we will also look to gain key insights from broader regional profiles from Washington State Tourism and Idaho Commerce.As this analysis is assembled, its consistency or lack of consistency,with issues raised in the input process will be considered.This important step will help the Planning Team place the advice 10 received in perspective—what positions are supported by research and data, versus which are more attitudinal in nature. —D. New Overnight Visitor Profile Initiative: In addition to existing research and data sources, a new survey effort would be undertaken with Spokane Valley accommodation operators/owners gaining their insights as to the makeup and composition of the overnight visitor base. While this input would primarily assemble professional judgments, some of the properties would likely have relatively sophisticated tracking systems that should be able to provide important insights. —E. Site Visits and Evaluation of Visitor Generators and Hospitality Services: Planning Team members would visit the primary attractions of Spokane Valley to better understand their ability to truly drive new visitation and what potential changes could be considered to enhance the visitor influence of these key tourism generators.This preliminary review will be expanded upon in later stages of the update analysis. 1.3 STATE OF THE DESTINATION—VISIONING PROCESS With the Destination Assessment analysis components completed, the competitive position of Spokane Valley would be considered,and the resulting strengths,weaknesses, opportunities and threats (SWOT) associated with the destination would be developed. With the SWOT analysis as a foundation, an important output would be the identification of a refined set of critical issues and concluding remarks confronting the Spokane Valley as a destination and these issues/challenges would then be prioritized. At this stage of the process, the Project Steering Committee would again come together to review key findings of the Destination Assessment and the identified critical issues/challenges. Their advice and refinement will be important to ensure the Planning Team has not missed essential elements or has misinterpreted any local factors facing Spokane Valley as a tourism destination. After considering feedback and priorities from the Project Steering Committee, a Visioning Session would be held broadening the range of perspectives responding to the destination assessment findings and preliminary conclusions. More importantly,this session would help develop steps in future years that the City should take to address the issues and elevate the competitive position of Spokane Valley. The Visioning Session would assist the City to address key challenges it faces in the areas of identifying tourism gaps and product development opportunities, and destination City brand identity and priorities,thereby creating a unified vision of tourism for the area and connecting existing resources to develop marketing for a viable destination. 1.4 DESTINATION/TOURISM STRATEGY FORMULATION 11 Vision/ Mission I Pillars/Goals Objectives Strategies ■ Tactics In developing a long-term Tourism/Destination Strategy,the Planning Team believes it is essential that the process continually focus on creating a profitable and sustainable competitive advantage.The strategy will be designed to be aimed at building on the greatest opportunities and mitigating the most significant weaknesses identified in the previous planning elements.To achieve this goal,the Planning Team will use an approach that begins with a brief, highly focused vision and mission for Spokane Valley. Building off the findings of the assessment process, an integrated sequence of pillars that will act as the key thematic goals of the Tourism Strategy will be developed, along with a mix of strategic initiatives associated with each of the pillars. Focused strategies, along with actionable programs and tactics will then be identified that more specifically note steps to achieve the various goals related strategies. This is another area that the Planning Team can bring important differentiating capabilities to the process.As the team has operated in the"real world"for more than a combined 75 years,we know what is achievable and what is not.The strategies and tactical implementation steps will be crafted by professionals that will ensure they are truly executable.As the Destination Organization pyramid figure is designed to illustrate,these strategies and tactics will speak to the objectives and goals outlined in the tourism strategy, ultimately fulfilling the Vision and Mission of the City. Sound tactical and action recommendations will be delivered after the vision, mission,goals, and objectives have been completed. While we are often told that our process stimulates creative ideas and solutions, it is important to note that this is the point where the development and marketing begins to meet the strategy. Many key tactical approaches will be considered, and the Planning Team will work closely with Spokane Valley City staff and stakeholders to ensure the solutions are both creative and aimed at the target markets/developments that are being established. 12 2.0 ANALYSIS OF PAST PRIORITIZED DEVELOPMENT PROJECTS The work previously conducted in 2016 and 2017 identified six prioritized development projects within Spokane Valley.These included: 1. Whitewater and Waterfront Park, 2.Trail Development and Public Art, 3. Fairgrounds and Stadium District, 4. Balfour Park Redevelopment, 5. Special Events, and 6.Arts and Entertainment Venue. Importantly,these projects (minus arts and entertainment venue because the Spokane Valley Summer Theatre is constructing a performing arts center)would further be considered as to their current alignment with findings from the Strategic Planning efforts. Other potential projects identified in recent months by the City include development of new or renovation/expansion of existing sports complexes (such as Plantes Ferry) or other sports facilities in the region (such as an ice arena or complex).The City is concurrently moving forward with Spokane Sports (formerly Spokane Sports Commission)to jointly study the concept of sheets of ice in the City;findings from this study will be incorporated into Spokane Valley's study report. As needed,stakeholders such as Spokane Sports and The Hub,will be included in research and discussion. As the study proceeds, other new initiatives may be identified.The intention within this plan is to identity and research six significant projects that can start to move the needle for the tourism industry in Spokane Valley. For each of the six projects (current or newly identified),the Planning Team will: —A. Review of Proposed Business Directions for Potential Projects:We will meet with the City as well as other relative group representatives to review and analyze the six potential projects, mainly in relation to their proposed business plans.The Planning Team will use this information at the discretion of the City to articulate the particulars as it relates to the projects. This information will set the stage for the subsequent sections. —B.Spokane Valley Database of Existing and Future Operations:The basis of an economic and fiscal impact analysis will be a 12-month analysis of statistics of events, attendance, and their relevant attributes.Some facilities maintain a database and keep track of these statistics regularly enough that they are readily available. We will obtain this data upon meeting with Spokane Valley representatives. For activities that do not have a historical operating perspective,the Planning Team will use case studies to develop frames of reference regarding market potential,visitation and operating characteristics.As part of this analysis and leveraging existing data,the Planning Team will work with City staff to format and prepare 13 some assumptions for number of visitors that may utilize or participate in activities at the proposed projects. —C. Benchmarking and New Market/Product Development Opportunity Identification: The Planning Team will select two case studies for each project, nationally. We will collect data, ideas and strategies that can be compared to the market potential in Spokane Valley. This will include: • Competitive inventory of like venues in the comparative markets vs. the Spokane MSA • Hotel supply • Air service • Relevant destination/community and venue promotional budgets • Other unique attributes in the case study markets that drive tourism. —D. Demand Indications:This analysis will interpolate the case study benchmarks with attributes in Spokane Valley and the Spokane MSA.This interpolation will assess the demand seen at the benchmark venues, and judge the scale of demand that would be seen in Spokane Valley.The Planning Team will reflect on and estimate the number of visitors to the proposed projects including their origins,stay and spending patterns.At this point,we will meet with the City and judge the value proposition for each use,and classify them as "public works"vs. major tourism initiatives. We will also discuss 5-6 other ideas that may have been identified in our case study work and reassess the list of top 5 initiatives.These agreed-to projects will then be subjected to a more rigorous investigation, assessing what projects are highest priority and then develop an action plan for each initiative. 3.0 IDENTIFICATION OF NEW DEVELOPMENT OPPORTUNITIES AND PAST/NEW PROJECT ECONOMIC IMPACT ANALYSIS After reviewing the six agreed to prioritized development projects,we will conduct mini-business plans for each use.These will include: • Product definition • Site attributes required for success.This will include an analysis of the necessary wayfinding signage and/or other necessary actions to enable visitors to locate the site. • Creative ideas to make projects distinctive • Working with an urban planner,devise visualizations for each project type, with graphics from comparable projects. In regard to the development of any schematics or graphics,the City is currently working with an architect/planner that is familiar with existing and new tourism projects. • Prepare demand projections, with attendance by origin,visitor profile and room night generation • Discuss ownership and operating models and funding strategies • Prepare financial projections (if current assets, like the Fairgrounds,we will request City finance to help in compiling historical operating data) 14 • Prepare an economic and fiscal and employment impact analysis. Given the skill set of both the City and the Planning Team,we see this as the Planning Team doing research and then discussing each of the attributes with the City to devise strategies for next steps implementation. 4.0 IMPLICATIONS TO VARIOUS REVENUE STREAMS, INCLUDING EXISTING LODGING TAX-AND/OR TOURISM PROMOTION AREA-GENERATED REVENUES The previous assignment components would be collectively considered in light of various revenue options for municipalities, including but not limited to: • State and/or federal funding programs • Public development authorities (PDAs) • Bonding options • Lodging tax-generated revenues/Lodging tax Committee process • Spokane Valley TPA-generated fees (assuming a TPA is developed) • Other sources If lodging tax revenues are identified as a probable investment option for one or more projects, hoteliers and other relevant stakeholders will be involved throughout the Strategic Plan development process. As new strategic priorities are identified and prospective project investments are agreed-to, a set of recommendations would be developed that identify how these revenue streams could best deploy resources to align with recommendations.These could include: • Target audiences • Prioritized communications channels to reach them • Brand themes and messaging to reinforce these communications • Tourism investments to stimulate demand • Other approaches the City could employ to build interest and demand • Development of a prioritized list of project investments from lodging fund sources. This information would be shared with City staff and other identified stakeholders. 5.0 REPORT DEVELOPMENT AND PRESENTATION WITH TIMETABLE AND COSTS To complete the planning process,findings would be integrated in a high-quality,graphic rich document that clearly communicates the process,findings, plan recommendations and anticipated results.To enhance the ease of understanding of key plan takeaways, an executive summary would also be developed that would allow the broad range of interested parties to understand the main findings and priorities. The preparation of the plan would be undertaken over a 9-month time period. While there are two main components to the planning process—the strategic planning process and the project investment analysis,we believe many of the elements can proceed concurrently.The following 15 timeline provides an overview of the project's timing. SPOKANE VALLEY TSPPDP PROJECT TIMELINE TASK JULY AUG SEP OCT NOV DEC JAN FEB MAR Scope Refinement TSPPDP Steering Committee Formation Kickoff Meeting ifF it Review of 2016 Planning Documents Key Leacer Interviews Research Scan Overnight Visitor Profile Site Visits 0 Visioning Process Strategy Formulation putouts..__- -fig-PRI)PIT ZEIT P-OJEc'E ICJENITIF•EATION OF NEW DEVELOPMENT OPPORTUNITIES us7r.:..AT1ON6 TO SVTRA Fee Payment The anticipated service fees are summarized below.Total compensation for services rendered and all travel related expenses incurred (two site visits,two individuals per visit)shall not exceed $93,500.Any travel expenses incurred beyond the two site visits identified above will be billed at cost. Consultant shall provide a monthly invoice to the City's Economic Development Department detailing services rendered during that billing cycle and corresponding fees. STUDY ELEMENT COSTS 1. Strategic Planning $23,000 2. Past Project Review $25,000 3. New Opportunities $33,000 4. Implications $ 7,500 5. Report Production $ 5,000 TOTAL FEES $93,500 Exhibit B. Insurance Certificate attached 16 ® ACoRL CERTIFICATE OF LIABILITY INSURANCE DATE(MMIDD/YYYY) 06/07/2022 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(ies) must 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 CONTACT NAME: Genesis Marin JMB Insurance Agency, Inc. PHONE FAX 900 N Michigan Ave, 15th Floor IA/C.No.Extl: (A/C,No):(312) 577-0725 E-MAIL arin� mbins.com Chicago IL 60611 ADDRESS: gm J INSURER(S)AFFORDING COVERAGE NAIC# INSURER A:Citizens Insurance Company of 31534 INSURED (312) 444-1125 INSURERB:The Hartford 19682 C.H. Johnson Consulting, Inc. INSURERC:Great American Fidelity Ins. 41858 6 E. Monroe St. 5th Fl Ste 500 INSURERD: Chicago IL 60603 INSURERE: INSURER F: COVERAGES CERTIFICATE NUMBER:Cert ID 77816 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 POLICY EFF POLICY EXP LIMITS LTR INSR WVD POLICY NUMBER (MM/DD/YYYY) (MM/DD/YYYY) A X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 1,000,000 AMAGERENTED CLAIMS-MADE X OCCUR OBC9462070 02/17/2022 02/17/2023 PREM SESO(Ea occurrence) $ 300,000 MED EXP(Any one person) $ 5,000 PERSONAL&ADVINJURY $ 1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 2,000,000 POLICY PRO- JECT LOC PRODUCTS-COMP/OPAGG $ 2,000,000 OTHER: $ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $ (Ea accident) 1,000,000 A ANY AUTO OBC9462070 02/17/2022 02/17/2023 BODILY INJURY(Per person) $ ALL OWNED SCHEDULED BODILY INJURY(Per accident) $ AUTOS AUTOS NON-OWNED PROPERTY DAMAGE X HIRED AUTOS X AUTOS (Per accident) $ A X UMBRELLA LIAB X OCCUR OBC9462070 02/17/2022 02/17/2023 EACH OCCURRENCE_ $ 2,000,000 EXCESS LIAB CLAIMS-MADE AGGREGATE $ 2,000,000 DED RETENTION$WOR $ B ANDEMPL LIAILI Y/N 83WBCBX1868 11/30/202111/30/2022 X STATUTE PER EERH EMPLOYERS'LIABILITY ANY PROPRIETOR/PARTNER/EXECUTIVE N/A E.L.EACH ACCIDENT $ 1,000,000 OFFICER/MEMBER EXCLUDED? (Mandatory In NH) E.L.DISEASE-EA EMPLOYEE $ 1,000,000 If yes,describe under 1,000,000 DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ C Errors and Omissions 83KDGMZ835R 10/02/2021 10/02/2022 Aggregate $ 4,000,000 Errors & Ommisions 83KDGMZ835R 10/02/2021 10/02/2022 Each Claim $ 2,000,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached If more space Is required) City of Spokane Valley is an additional insured as relates to General Liability as required by written contract. CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. City of Spokane Valley 10210 E. Sprague Avenue AUTHORIZED REPRESENTATIVE Spokane Valley WA 99206 !� ©1988-2014 ACORD CORPORATION. All rights reserved. ACORD 25(2014/01) The ACORD name and logo are registered marks of ACORD Page 1 of 2 DATE (MM/DD/YYYY) CERTIFICATE OF LIABILITY INSURANCE 1202:03134 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(ies) must 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). CONTACT PRODUCER Hfoftjt!!!Nbsjo NAME: KNC!Jotvsbodf!Bhfodz-!Jod/ FAX PHONE )423*!688.1836 (A/C, No): (A/C, No, Ext): :11!O!Njdijhbo!Bwf-!26ui!Gmpps E-MAIL hnbsjoAkncjot/dpn ADDRESS: Dijdbhp!JM!71722 INSURER(S) AFFORDING COVERAGENAIC # Djuj{fot!Jotvsbodf!Dpnqboz!pg!42645 INSURER A : )423*!555.2236 INSURED Uif!Ibsugpse2:793 INSURER B : D/I/!Kpiotpo!Dpotvmujoh-!Jod/ Hsfbu!Bnfsjdbo!Gjefmjuz!Jot/52969 INSURER C : 7!F/!Npospf!Tu/!6ui!Gm!Tuf!611 INSURER D : INSURER E : Dijdbhp!JM!71714 INSURER F : Dfsu!JE!95928 COVERAGESCERTIFICATE NUMBER: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. 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ADDLSUBR INSRPOLICY EFFPOLICY EXP TYPE OF INSURANCELIMITS POLICY NUMBER LTR(MM/DD/YYYY)(MM/DD/YYYY) INSDWVD COMMERCIAL GENERAL LIABILITY BY!!!2-111-111 EACH OCCURRENCE$ DAMAGE TO RENTED Y CLAIMS-MADEOCCUR$ PCD.:573181.22 13028031341302803135!!!!!411-111 PREMISES (Ea occurrence) MED EXP (Any one person)$ !!!!!!!6-111 PERSONAL & ADV INJURY$ !!!2-111-111 GEN'L AGGREGATE LIMIT APPLIES PER:GENERAL AGGREGATE$ !!!3-111-111 PRO- POLICYLOCPRODUCTS - COMP/OP AGG$ !!!3-111-111 JECT $ OTHER: COMBINED SINGLE LIMIT AUTOMOBILE LIABILITY$ !!!2-111-111 (Ea accident) BODILY INJURY (Per person)$ BPCD.:573181.22 13028031341302803135 ANY AUTO ALL OWNEDSCHEDULED BODILY INJURY (Per accident)$ AUTOSAUTOS NON-OWNED PROPERTY DAMAGE $ YY HIRED AUTOS (Per accident) AUTOS $ UMBRELLA LIAB BYYPCD.:573181.22 13028031341302803135 EACH OCCURRENCE$ !!!3-111-111 OCCUR EXCESS LIAB CLAIMS-MADEAGGREGATE$ !!!3-111-111 $ DEDRETENTION$ PEROTH- WORKERS COMPENSATION Y STATUTEER C94!XCD!CY2979 22041031332204103134 AND EMPLOYERS' LIABILITY Y / N ANY PROPRIETOR/PARTNER/EXECUTIVE E.L. EACH ACCIDENT$!!!2-111-111 N / A OFFICER/MEMBER EXCLUDED? !!!2-111-111 (Mandatory in NH) E.L. DISEASE - EA EMPLOYEE$ If yes, describe under !!!2-111-111 E.L. DISEASE - POLICY LIMIT$ DESCRIPTION OF OPERATIONS below DFsspst!boe!PnjttjpotNQMF359762 21013031332101303134 Bhhsfhbuf !!!5-111-111 $ Fsspst!'!PnnjtjpotNQMF359762 21013031332101303134 Fbdi!Dmbjn $!!!3-111-111 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Djuz!pg!Tqplbof!Wbmmfz!jt!bo!beejujpobm!jotvsfe!bt!sfmbuft!up!Hfofsbm!Mjbcjmjuz!bt!sfrvjsfe!cz xsjuufo!dpousbdu/ CERTIFICATE HOLDERCANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. Djuz!pg!Tqplbof!Wbmmfz AUTHORIZED REPRESENTATIVE 21321!F/!Tqsbhvf!Bwfovf Tqplbof!Wbmmfz!XB!::317 © 1988-2014 ACORD CORPORATION. All rights reserved. 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