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R-00-10-26-13B1 - 10/26/2000SDAl2 Fedbra USAAirbill 810802127420 no 0210 Recipients Copv • to From 0 / /p/uv Nye 4145_ r eiA-A— Oote OrantseY ANGELOU ECONu' ICS ADVISORS INC Address 111 CONGRESS AVE STE 1200 asp FluerrsWmmor n Cdy AUSTIN ap 78701 © fmg R Your Internal Bpeferencelriohnedon AO?v,,td /C,Oc ( t r V7 1 kg To t ' MS . ` 712 . p Phone &H • L it J Com 7 Mahon, Address 0 Ee If residence/ for focE■Stp.Ovol For HOLD En FaxlEx Location check here FOT 0 Delivery check here1V6=rm 1 0 0 2 1 2 7 Phorre 1 512 482-9322 61? Cargo Aircraft Only 0 Express Package Service Package s=lerrDdncs. 'Um' ° w nu • Fed& Prionty 0v m d Overnight ❑tt Fed &Smerd Ovemighl of a a.sten ..can, ❑ ed. tird. r d oc o o.. Knew r apply, oFod Lam mdhal m sea ° Express Sayer 4b Express Freight Service Pa:doves aver 150Oa ,a®„.Z. ❑Irxlm&e�aamighrFreight ❑ FWFs2O r ❑Fe S e v er Frei ICell far d &Wary schodulo- Soo back for derailed descriptions vl freight ssrvicas.1 ._ Packaging Fed ❑ PPP, ❑ Bo • ❑Tbo ❑P g oTw wE wlw uvarsffiJ r. • IJ Special Handling 10nooax m pn ep amr ewl � Dolmens shipment contain dangerous grader' No ❑Yea l � � ❑ Yes �� ¢°' ❑ IP !0 ma, Mg ki Pa em 1E1 Sender g ��ir = I „. Fa m 10001.0 ewmmu NEerd &press m Je4m aov s*- mOMalnin0 0 siynomru vna varvm m mavmnM end hold harmless Navel Express from arty, e:urg Grans Q11C9tiwrts7 Call 1800•Go'FedEx I800I463 - 3039 008 6627344 0blein p Rociient ❑ FedEo Account Na nm, Party ❑Credo Card ❑ • Toml Fadersoo Total Welgld Total Declined Vale' Total Charges • S . S • .s PRIM ` = M O M, or ' nn ® v ' c u an® m iur�lrCRIMILITIcot �Oa or. ` �ol000v ki Release Signature 321 Credit CmdAunt • • • • Terms And Conditions • Definitions On this AirbilL'wo,'our and "us' refer to Federal Express Corporation, its employees, and agents. You and 'your' refer to the sender, its employees, and agents. • Agreement To Terms By giving us your package to deliver, you agree to all the terms in our current Service Guide, which is available on request You also agree to those terms on behalf of any third parry with an interest in the package. If there is a conflict between the Service Guide and this Airbill, the Service • Guido will control. No one is authorized to change the terms of our Agreement Responsibility For Packaging And Completing Alrbill You are responsible for adequately packaging your • goods and properly filling out this A110111.11 you omitthe number of packages and/or weight per package, our billing will be based on our hest estimate of the number of packages we received and /or an estimated - default' weight per package as determined by us. Responsibility For Payment Even if you give us different • payment instructions, you will always be pnmarily responsible for all delivery casts, as well as any cost we incur in either returning your package to you or warehousing it pending disposition. Limitations On Our Liability • And Liabilities Not Assumed • Our liability for loss or damagato your package is limited to your actual damage orSt00, unless you declare a higher value, pay an additional charge, and document your actual loss in a timely • manner You may pay an additional charge for each additional 5100 of declared value. The declared value does not constitute, not do we provide cargo habilay insurance. • In any event we will not be liable for arty damage, whether direct, incidental, special, or consequential in excess of the • declared value of a shipment whether or not Federal Express had knowledge that such damages might he incurred including but not limited to loss of income or proles. • We won't be liable: • — for your acts or omissions including but not limited to improper or insufficient pecking, securing, marking, or addressing or those of the recipient or amryne else with an interest in the package • —d you or the recipient violate any of the terms of our Agreement — for loss or damage to shipments of prohibited items — for loss, damage, or delay caused by events we cannot control, including but not limited to acts of God. perils of the air, weather conditions, acts of public enemies, war, strikes, civil cammetions, or acts of public amhorides with actual or apparent authority. Declared Value Limlte • The highest declared value allowed for FedEx Leger and FedEx Pak shipments is 8500. • For other shipments, the highest declared value allowed is 550,000 unless your package contains items of - extraordinary value; in which case the highest declared value allowed is 5500. • Items of - extraordinary value" include shipments containing such items as artwork, Jewelry, furs, precious metals, nage. liable instruments, and other items listed in our Service Guide • You may send more than one package on this Airblll and fill in the total declared value for all packages, not to exceed the 8100, S500 or 550.000 per package limit described above. (Example: 5 packages can have a total declared value of up to 5250,000.1 In that case, our liability is limited to the actual value of the pack - egals) last or damaged. but may not exceed the maximum allowable declared valeafs) or the total declared value, which- ever is less. You are responsible for proving the actual loss or damage. Filing A Clain YOU MUST MAKE ALL CLAIMS IN WRITING and notify us of your claim within strict time limits set out in the current Service Guide. We'll consider your claim filed if you notify our Customer Service Department at 1•1300•Go •FedEx -3Si9 and make your claim in writing es soon as possible. Wnhin 90 days after you notify us of your claim, you must send us all the information you have about it We aren't obligated to act on any claim until you have paid a0 transportation charges; and you maynot deductthhe emountolyour clabnfromihoso charges If the recipient on. ut sta accepts your package without a05 damage on the delivery record, we win assume the package was delivered in good condition. For us to process your claim, you must make the original shipping cartons and packing available for inspecti Right To Inspect We may, at our option, open and Inspect your packages before wafter you give them to us to deliver. Right Of Rejection We reserve the right to reject a shipment when such shipment would ba likely to cause delay or damage to other shipments, equipment or personnel or if its shipment is prohibited by law; or if the shipment would violate any terms of our Agreement ar our current Service Guide. C.O.D. Services C.O.D. SERVICE IS NOT AVAILABLE WITH THIS AIRBILL If C.O.D. Service is required, please use a Federal Express C.O.D. Aireill. Al, Transportation To Included A federal excise tax when required by the Internal Revenue Code on the air transportation portion of this service, B any, Is paid by us. Money - Rack Guarantee In the event of untimely delivery, Federal Express will et your request end with some 0mitetians, refund or credit all transportation charges. Sae current Service Guide for more information. Freight Services There are several freight service options, depending on your transit time needs • FedEo Overnight Freight Next business -day service to all points In the 48 states; rates are based upon the distance shipped. • FedEx20ay Freight Second business -day service to all points lathe 48 states; rates are based upon the distance shipped. • FedEx Express Sauer Freight Up to 3 business -day service all points In the 48 states; rates ate based upon the distance shipped. amnsmaonsffir- rm..no RESOLUTION NO. R- 00- 10- 26 -13B1 WHEREAS, the City of Round Rock desires to retain professional consulting services to develop an Economic Development Strategic Plan, and WHEREAS, an Agreement for Consulting Services with Angelou Economic Advisors, Inc. has been prepared, and WHEREAS, the City Council desires to enter into said Agreement for Consulting Services with Angelou Economic Advisors, Inc., Now Therefore BE IT RESOLVED BY THE COUNCIL OF THE CITY OF ROUND ROCK, TEXAS, That the Mayor is hereby authorized and directed to execute on behalf of the City an Agreement for Consulting Services with Angelou Economic Advisors, Inc. to develop an Economic Development Stragetic Plan, a copy of said Agreement being attached hereto and incorporated herein for all purposes. The City Council hereby finds and declares that written notice of the date, hour, place and subject of the meeting at which this Resolution was adopted was posted and that such meeting was open to the public as required by law at all times during which this Resolution and the subject matter hereof were discussed, considered and formally acted upon, all as required by the Open Meetings Act, Chapter 551, Texas Government Code, as amended, and the Act. RESOLVED this 26th day of Oc E LAND, City Secretary R:\ WPDOCS \RESOLDTI \R01026B1.WPD /SC er, -000 ROB A. STLUKA, JR ' Mayor City of Round Rock, Texas 10.101 =000 rra o1G- Loot euou DAVRI. JnLLLJ 6 4y V VG/ V11 CITY OF ROUND ROCK AND ROUND ROCK CHAMBER OF COMMERCE AGREEMENT FOR CONSULTING SERVICES WITH ANGELOU ECONOMIC ADVISORS INC. n _ 1 T S AO EEMENf is made and entered into on this the cO day of the month of UX1 , 2000 by and between the City of Round Rock, a Texas home -rule municipal corporation, whose offices are located at 221 East Main Street, Round Rock, Texas 78664 -5299 (hereinafter referred to as the "City"}, Round Rock Chamber of Conunerce, a 501(c)6 entity, whose offices are located at 212 East Main Street, Round Rock, Texas 78664 (hereinafter referred to as the " Chamber "), and Angelou Economic Advisors Inc., whose offices are located at 111 Congress Avenue, Suite 1200, Austin, Texas 78701 (hereinafter referred to as the "Consultant'). RECITALS: WHEREAS, City and Chamber desire to contract for Consultant's assistance in providing an Economic Development Strategic Plan for the City; and WHEREAS, the parties desire to enter into this Agreement to set forth in writing their respective rights, duties and obligations hereunder; NOW, THEREFORE, WITNESSETH that for and in consideration of the mutual promises contained herein and other good and valuable consideration, the sufficiency and reccipt of which are hereby acknowledged, it is mutually agreed between the parties as follows: 1.01 EFFECTIVE DATE, DURATION, AND TERM This Agreement shall be effective on the date this Agreement has been signed by every party hereto, and shall remain in full force and effect unless and until it expires by operation of the teen indicated herein, or is terminated or extended as provided herein. The term of this Agreement shall be six (6) months from the effective date hereof. 1.02 PAYMENT In consideration for the services to be performed by Consultant, City and Chamber agree to pay Consultant the total sum of Seventy Thousand and No/I00 Dollars ($70,000), plus expenses only as enumerated on Exhibit A attached hereto and made a part hereof for all purposes. Consultant's compensation shall not exceed, without written consent, the following: 1 . Phase One: Target Industry Assessment $45,000 2. Phase Two: Marketing and Branding Strategy $25,000 c. us= vonercai.w/1ev 1 1viloicvvu nw 14]J1 rna alc+cao +G OD nnoniv JCLAtUSULL anCDia a 4E0(13/011 City agrees to pay, upon billing and under the circumstances and tens of payment enumerated in this Agreement, the total sum of $45,000, and Consultant hereby indicates its agreement and acceptance of a limitation of liability on the part of City in the total amount of $45,000 exclusive of allowed expenses. Chamber agrees to pay, upon billing and under the circumstances and terms of payment enumerated in this Agreement, the total sum of $25,000, and Consultant hereby indicates its agreement and acceptance of a limitation of liability on the part of Chamber in the total amount of $25,000 exclusive of allowed expenses. City reserves the right to review the project at any time, including at the end of any deliverable or phase, and may elect to terminate the project with or without cause or elect to continue with the next deliverable or phase. 1.03 TERMS OF PAYMENT To receive payment, Consultant shall prepare and submit a series of monthly invoices. Each invoice shall state and detail the deliverable(s) accomplished, along with documentation for each deliverable, and shall state the percent completion of the work accomplished during that particular billing period. 1.04 PROMPT PAYMENT POLICY In accordance with Chapter 2251, V.T.C.A., Texas Government Code, payment to Consultant will be made within thirty (30) days of the day on which City receives the performance and/or deliverables, or within thirty (30) days of the day on which the performance of services was complete, or within thirty (30) days of the day on which City receives a correct invoice for the performance and/or deliverables or scrviees, whichever is later. Consultant may charge a late fee (fee shall not he greater than that which is permitted by Texas law) for payments not made in accordance with this prompt payment policy; however, this policy does not apply to payments made by City in the event: 1. there is a bona fide dispute between City and Consultant concerning the services performed that causes the payment to be late; or 2. the terms of a federal contract, grant, regulation, or statute prevent City from making a timely payment with federal funds; or 3. there is a bona fide dispute between Consultant and a subcontractor or between a subcontractor and its supplier concerning the services performed which causes the payment to be late; or 2 1V /10/LVVV npy 1,7:01 IAA D1L +L00*0000 DAUM AGlAXAULL Jabtib at 4. the invoice is not mailed to City in strict accordance with instructions, if any, on any purchase order, or this Agreement or other such contractual agreement. 1.05 EXPENSES • City and Chamber shall reimburse Consultant at actual cost for expenses described in Exhibit A that are directly attributable to work performed under this Agreement. Consultant shall submit an itemized invoice of Consultant's expenses, with appropriate documentation attached. City shall endeavor to pay Consultant in accordance with the prompt payment policy described above. 1.06 OBJECTIVES, DELIVERABLES, AND SCOPE OF WORK • Phase One objective shall be to aecPcc City's ability to recruit new businesses, both technology and non - technology, and support its existing base of companies. • Phase One deliverables shall include but shall not be limited to a report containing information specific to City's economy and potential industry targets, and such report shall contain at least the following elements: 1. Evaluation of City's ass's for recruiting businesses; 2. Overview of industry trends for sectors currently in and possibly relocating to City; 3. Results of focus erouns and personal interviews; and 4. Recommendations forget industry recruitment. • Phase One scope of work shall be for Consultant to utilize significant input from focus groups and one - to-one meetings with City's political, business, and education leaders in order to achieve maximum buy -in from all segments of the community. An expanded explanation of requirements for each element of the above- referenced deliverables is attached hereto as Exhibit B, Pages 3 - 5, and made a part hereof for all purposes. • • Phase Two objective shall be to assist City in developing a marketing strategy that identifies it as a premier location for new business activity. • • Phase Two deliverables shall include but shall not be limited to a report containing a plan for marketing and recruiting City's target industries, and such report shall contain at least the following elements: 1. A single' brand" identifying City as a top site ofbusiness investment and entrepreneurship; 2. Recommendations for public and private sector nartnerships that 3 WJUU4 /Ull 1u, 10l :uuu 11LL 10,00 rfA .OJ1 *100T0000 DAVMM, a,;VAAAVLL J LLy1J a • • Phase Two Scope of work shall be for Consultant to provide City with all the tools and information necessary to market itself successfully. At the conclusion of this report and planning process, Consultant will work with City staff to prioritize the list of marketing actions and ensure the maximum return on staff time and resources. An expanded explanation of requirements for each element of the above - referenced deliverables is attached hereto as Exhibit B, Pages 6 - 8, and made a part hereof for all purposes. 1.07 NON - APPROPRIATION This Agreement is a conunitment of City's current revenues only. It is understood and agreed that City shall have the right to terminate this Agreement at thc end of any City fiscal year if the governing body of City does not appropriate fluids sufficient to purchase the services as determined by City's budget for the fiscal year in question. City may effect such termination by giving Consultant a written notice of termination at the end of its then current fiscal year. 1.08 TERMINATION allow existing businesses to market the region to expanding or relocating companies; 3. Recommendations for maims 4. Recommendations for investment forums to present City to business executives; 5. Recommendations for atafarairg to improve industry knowledge skills; 6. Reconmtendations for public relations initiatives that increase City's visibility outside the region; 7. List of collateral materials needed to market to the tareet industry; 8. Recommendations for internal marketing to build the local backing of an economic development initiative; 9. Set of branding templates and taglines for use in marketing to the identified sectors. City may terminate or suspend performance of this Agreement for City's convenience upon written notice to Consultant. Consultant shall terminate or suspend performance of the Services on a schedule acceptable to City. If termination or suspension is for City's convenience, City and Chamber shall pay Consultant for all uncontested services performed to date of notice of termination. This Agreement may be terminated by either City or Consultant upon written notice in thc event of substantial failure by the other party to perform in accordance with the terms of this Agreement. The non- performing party shall have fifteen (15) calendar days from the date of the termination notice to cure or to submit a plan for cure acceptable to the other party. The non - defaulting party shall be 4 . SSI. , • ryy0001 U11 lU /18 /ZUUU Utl/ 14:46 PAL 012 +Z60+81086 DMUIYN MClA1nlULL Ji1tt1J & 1JUU6 /Ull • enlilled to receive just and equitable compensation for all services completed and all legal fccs incurred by this action. 1.09 INDEPENDENT CONTRACTOR STATUS Consultant is an independent contractor, not City's employee. Consultant's employees or subcontractors are not City's employees. This Agreement does not create a partnership relationship. Neither party has authority to enter into contracts as agent for the other party. Consultant and City agree to the following rights consistent with an independent contractor relationship: 1. Consultant has the right to perform services for others during the term of this Agreement. 2. Consukant has the sole right to control and direct the means, manner and method by which services required by this Agreement will be performed. 3. Consultant has the right to hire assistants as subcontractors, or to use employees to provide the services required by this Agreement. 4. Consultant or Consultant's employees or subcontractors shall perform the services required by this Agreement. City shall not hire, supervise, or pay any assistants to help Consultant_ 5. Neither Consultant nor Consultant's employees or subcontractors shall receive any training from City in the skills necessary to perform the services required by this Agreement. 6. City shall not require Consultant or Consultant's employees or subcontractors to devote full time to perforating the services required by this Agreement. 7. Neither Consultant nor Consultant's employees or subcontractors are eligible to participate in any employee pension, health, vacation pay, sick pay, or other fringe benefit plan of City. 1.10 CONFIDENTIALITY Consultant will hold all secret or confidential information, data, or policies obtained by Consultant during the term of this Agreement in a fiduciary capacity for the benefit of City. 1.11 INTELLECTUAL PROPERTY OWNERSHIP Consultant brings his procedures and processes to the scope of work addressed by this Agreement. 5 lUl16 /AUUU TILL 1J:40 CAA 01L +L56 +63166 nnuen ACtAKRULL JaLL19 6: IJUU7 /011 Nothing herein shall limit Consultant's right to copyrights, patent rights, and other intellectual property rights held by Consultant and utilized in performing the services hereunder. All documents and reports prepared by Consultant as part of the services shall be the exclusive property of City and Chamber. 1.12 WARRANTIES Consultant warrants that all services perfarmed under this Agreement shall be performed consistent with generally prevailing professional or industry standards. City must report any deficiencies in Consultant's services to Consultant in writing within 120 days of performance to receive warranty remedies. City's exclusive remedy for breach of the above warranty shall be the re- performance of Consultant's services or as otherwise provided for herein. THIS WARRANTY IS EXCLUSIVE AND IN LIEU OF ALL OTHER WARRANTIES, WHETHER EXPRESS OR IMPJ TFT1, INCLUDING ANY IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE AND ANY ORAL OR WRITTEN REPRESENTATIONS, PROPOSALS OR STATEMENTS MADE PRIOR TO THIS AGREEMENT. 1.13 LIMITED LIABILITY Consultant's total liability to City and Chamber under this Agreement for damages, costs and expenses, regardless of cause, shall not exceed the compensation received by Consultant under this Agreement In no event shall Consultant be liable for City's or Chamber's lost profits or special, incidental or consequential damages even if Consultant has been advised of the possibility of such damages. 1.14 INDEMNIFICATION Consultant agrees to hold harmless, defend, and indemnify City and Chamber for and from all losses, damages, and claims arising as a result of actions by Consultant and its agents and subcontractors during its performance pursuant to this Agreement. 1.15 ASSIGNMENT AND DELEGATION No party may assign any rights or delegate any duties under this Agreement without the other parties' prior written approval. 1.16 LOCAL, STATE AND FEDERAL TAXES Consultant shall pay all income taxes, and FICA (Social Security and Medicare taxes) incurred while performing services under this Agreement. City will not do the following: 6 1v.for cuuu .r., 14:au rns ale +caa +aaao nxuar+ ACGAMUNLL snetls a igooeioll • 1, Withhold FICA from Consultant's payments or make FICA payments on Consultant's behal 2. Make state and/or federal unemployment compensation contributions on Consultant's behalf or 3, Withhold state or federal income tax from Consultant's payments. 1.17 NOTICES All notices and other communications in connection with this Agreement shall be in writing and shall be considered given as follows: 1. When delivered personally to the recipient's address as stated in this Agreement 2. Three (3) days after being deposited in the United States mail, with postage prepaid to the recipient's address as stated in this Agreement Notice to Consultant Angelou Economic Advisors Inc. Attention: Angelos G. Angelou I I1 Congress Avenue, Suite 1200 Austin, Texas 78701 Notice to City: City of Round Rock AND TO: Attention: City Manager 221 E. Main Street Round Rock, Texas 78664 Notice to Chamber: Round Rock Chamber of Commerce Attention: Executive Director 212 East Main Street Round Rock, Texas 78664 Nothing contained in this section shall be construed to restrict the transmission of routine communications between representatives of City and Chamber and Consultant 7 City of Round Rock Attention: City Attorney 309 East Main Street Round Rock, Texas 78664 1V /101LVVV WLL 14:OW rAd 01L *LD0+0Ue0 VAUW11 ACI.A1UWLL aLLL1J a JUUV /Ull 1.18 APPLICABLE LAW The laws of the State of Texas shall govern this Agreement Venue shall lie in Williamson County, Texas. 1.19 EXCLUSIVE AGREEMENT This is the entire Agreement between Consultant and City and Chamber. 1.20 DISPUTE RESOLUTION If a dispute arises under this Agreement, the parties agree to first try to resolve the dispute with the help of a mutually selected mediator. If the parties cannot agree on a mediator, City shall select a mediator and Consultant shall select a mediator and the two mediators shall agree upon a third mediator. Any costs and fees, other than attorney fees, associated with the mediation shall be shared equally by the parties. City and Chamber and Consultant hereby expressly agree that no claims or disputes between the parties arising out of or relating to this Agreement or a breach thereof shall be decided by any arbitration proceeding, including without limitation, any proceeding under the Federal Arbitration Act (9 USC Section 1 -14) or any applicable state arbitration statute. 1.21 AMERICANS WITII DISABILITIES ACT Consultant shall take the necessary actions to ensure its facilities and employment practices are in compliance with the requirements of the Americans with Disabilities Act. Any cost of such compliance will be the sole responsibility of Consultant. 1.22 SEVERABILITY The invalidity, illegality, or unenforceability of any provision of this Agreement or the occurrence of any event rendering any portion of provision of this Agreement void shall in no way affect the validity of enforceability of any other portion or provision of this Agreement. Any void provision shall be deemed severed from this Agreement, and the balance of this Agreement shall be construed and enforced as i f this Agreement did not contain the particular portion of provision held to be void. The parties further agree to amend this Agreement to replace any stricken provision with a valid provision that comes as close as possible to the intent of the stricken provision. The provisions of this Article shall not prevent this entire Agreement front being void should a provision which is of the essence of this Agreement be determined void. IN WITNESS WHEREOF, City and Chamber and Consultant have executed this Agreement on the dates indicated below. 8 1U /1O /GUVU flLU 14;40 !RD 01GtG..4,0000 DRUM Mc..ASRULL amnia Oi WO1U /Ull CITY OF ROUND ROCK, TEXAS 0 j di ,i r�� !! . Stluka, Jr. Max ./ Joanne d, City Secretary Date Signed: /0 of ■ - 00 Date Signed: 10-,362- CO ROUND ROCK CHAMBER OF COMMERCE By: Phil Brewer, Executive Director Date Signed: 10/A0/00 ANGEL ► U ECONOMIC ADVISORS INC. By: i //✓ /I ,g1/ An to . Angeenalr Date S d: o ATTEST: ipal, Economic Development 9 11)/16 /Z000 WED 1J:4U 1A3 51Y +Y55 +0866 nKUtth RC(.A1KULL 5ntn1J 7k WV11 /ull Exhibit A Expenses City and Chamber shall reimburse Consultant at actual cost for the following expenses that are directly attributable to authorized work performed under this Agreement: • Travel expenses other than normal commuting, including airfares, rental vehicles, and highway mileage in company or personal vehicles at 50.31 cents per mile. All travel must be approved by the City and Chamber prior to the Consultant incurring travel expenses. • Meals, not to exceed City's travel per diem. • Lodging. • Telephone, fax, online and telegraph charges. • Postage and courier services. • Printing and reproduction. • Computer services. 10 MOMS m x W Round Rock Proposal: Target Industry and Marketing Strategy Angelou Economic Advisors August 2000 Angelou Economic Advisors Inc. (AEA) is pleased to provide the City of Round Rock with a proposal for a Target industry and Marketing Strategy. AEA desires to assist Round Rock in its next stage of economic development. Our work on the Strategic Economic Plan in 1996 -97 will serve as a foundation to help Round Rock craft a new marketing message and focus the city on its best opportunities for growth, Since our work in Round Rock in 1997, AEA has completed numerous strategic plans and business climate assessments for its public sector clients, including the state of Texas; Carinthia, Austria; Orlando, Florida; and Portugal. AEA, for example, developed Texas' economic development plan that analyzed and offered recommendations for the states workforce, business climate, infrastructure, international position, and marketing efforts. AEA has also worked with the business development agency of Carinthia, Austria to develop its marketing strategy to recruit U.S. high tech companies. In Florida, AEA crafted a marketing strategy for the Metro Orlando EDC to maximize the recruitment efforts for the technology industry and more specifically toward semiconductors and optics technologies. AEA performed similar work in Portugal to identify ideal locations for semiconductor manufacturing facilities and prepared a marketing strategy for the Portuguese Trade & Tourism Office. AEA also continues to work with Round Rock's largest employer, Dell Computer, and most recently performed an economic impact assessment and threshold analysis for Dell in Central Texas. The Opportunity Economic development is in the midst of a major transformation. With unemployment at record low levels throughout the United States and with major changes in business structures as a result of e- commerce, community economic development efforts are overdue for a detailed re -evaluation. It is simply no longer feasible to conduct business as usual. Performance measures which rely primarily on new job creation (while ignoring wage structures, capital investment, and social factors) do not reflect the dynamics of the current market. Similarly, organizational structures which do not themselves reflect the speed with which new businesses are being created and capitalized will fail to take advantage of new opportunities. Taxation, property and equipment valuation, intellectual property assignments and new distribution models require fresh and innovative responses from local governments. Round Rock Target Industry and Marketing Strategy • The Approach Successful technology recruitment requires much more than determining which sites should be developed and which industries should be targeted. There are important strategic questions the city of Round Rock must address to build a successful marketing and recruitment strategy, such as: • What is the long -term vision for Round Rock? What does Round Rock want to be in the next 10 years? • Should Round Rock diversify its technology base? • Which industries most support the long -term vision for Round Rock? • What are the obstacles to the successful recruitment of these industries to Round Rock? • How should Round Rock reposition itself toward the technology industry? • What marketing and branding initiatives will create the momentum and buy -in to reinvigorate the community? • What specific action should be taken to market Round Rock? To address these issues, AEA has developed a methodology and approach that will reposition Round Rock as a premier location for new business development. AEA will organize the Target Industry and Marketing Strategy into two separate areas with specific deliverables to be completed upon the conclusion of each phase. Phase 1 — Target Industry Assessment Phase 11 — Marketing and Branding Strategy AEA can complete its work within 4 to 5 months. Round Rock Target Industry and Marketing Strategy • 'cope of Work Phase One — Target Industry Assessment objective To assess Round Rock's ability to recruit new businesses, both technology and non - technology, and support its existing base of companies. Deliverable A report containing information specific to the Round Rock economy and potential industry targets. This report will contain the following elements: 1. Evaluation of Round Rock's assets for recruiting businesses 2. Overview of industry trends for sectors currently in and possibly relocating to Round Rock 3. Results of focus groups and personal interviews 4. Recommendations for target industry recruitment Scope of Work AEA will utilize significant input from focus groups and one - to-one meetings with Round Rock's political, business, and education leaders. The basis of this undertaking is to achieve maximum buy-in from all segments of the community. 1. Evaluation of Round Rock's assets for recruiting new companies Companies from all industries, both technology and non - technology, have specific site selection needs. These needs typically include issues such as business and tax climate, regulatory and legal climate, inducement policies, infrastructure, labor, and industry cross - linkages. AEA will evaluate Round Rock's assets in these areas, and document its overall strengths and weaknesses. The city's marketing and business recruitment campaign can leverage on these strengths. Its weaknesses will focus city officials an areas that require improvement for the future. Round Rock Target Industry and Marketing Strategy AEA will collect and analyze data on the following: • Existing employers • Telecommunications infrastructure • Transportation and access • Land availability • Labor • Quality of life • Educational institutions • Prospect activity 2. Overview of industry trends for sectors currently in and possibly relocating to Round Rock AEA will prepare brief white papers on industries that most affect Round Rock's current and future development: computer manufacturing, Internet, biomedical, software, telecommunications, call centers, etc. This overview will be a backdrop to the discussion with city officials and focus group participants about Round Rock's future targets. 3. Focus groups and personal interviews AEA will conduct personal interviews and focus groups with representatives from the region. The discussions will serve as an additional source for assessing Round Rock's positioning toward the business community. These discussions with industry, government, and academic leaders will also guide Round Rock's brand image and garner community -wide support for a renewed economic development effort. AEA will offer preliminary observations on Round Rock's economic assets to the focus group participants and solicit input in key areas: • What is the image Round Rock currently portrays to the outside world? How is Round Rock perceived by the technology community? • What are the greatest strengths of Round Rock's business climate? Why is Round Rock a good place for business? • What are some of the quality of life benefits of Round Rock and how can they be better advertised to potential newcomers? Round Rock Target Industry and Marketing Strategy • • What are the pro's and con's of having Dell Computer in the community? • What are some of the long -term goals of the citizens to make Round Rock a better place to live and work (entertainment, tax burden, access, etc.)? • Which industries are most desirable for Round Rock? How can the community be best diversified in future technology growth? 4. Recommendations for Target Industry Recruitment AEA will develop a recruitment matrix that will qualify each possible industry according to its suitability for Round Rock and the factors that influence its rating. Some industries may be easy targets for Round Rock, but don't align themselves with the community's long -term vision or may eclipse better opportunities in other areas. Round Rock must be selective and focused in its recruitment efforts, and AEA's recommendations will clearly outline the strategies for each target industry selected. These targets will drive the next phase of the project, Marketing and Branding Strategy, and will tailor the marketing strategies to Round Rock's unique selling points for each industry. Round Rock Target Industry and Marketing Strategy Phase Two — Marketing and Branding Strategy Obj ective To assist Round Rock in developing a marketing strategy that identifies it as a premier location for new business activity. Deliverable A report containing a plan for marketing and recruiting Round Rock's target industries. This report will contain the following elements: 1. A single "brand" identifying Round Rock as a top site of businesses investment and entrepreneurship 2. Recommendations for public and private sector partnerships that allow existing businesses to market the region to expanding or relocating companies 3. Recommendations for trade missions to key national and international regions 4. Recommendations for investment forums to present Round Rock to business executives 5. Recommendations for staff training to improve industry knowledge skills 6. Recommendations for public relations initiatives that increase Round Rock's visibility outside the region 7. List of collateral materials needed to market to the target industry 8. Recommendations for internal marketing to build the local backing of an economic development initiative 9. A set of branding templates and taglines for use in marketing to the identified sectors Scope of Work AEA will provide Round Rock with all the tools and information necessary to market itself successfully. At the conclusion of this report and planning process, AEA will work with city staff to prioritize the list of marketing actions and ensure the maximum return on staff time and resources. 1. Single "brand" identifying Round Rock as a top site for new business investment and entrepreneurship One of the first steps to successful marketing is establishing a "brand" identity. A brand identity should contain the imagery to describe the region and convey its benefits to its target audience. AEA will work with Round Rock representatives to develop a brand for the region that identifies it as a top site for new business investment and entrepreneurship. AEA will engage Round Rock in a process for branding its region. The program involves a series of interviews and brainstorming sessions with Round Rock leaders. During these sessions, AEA will guide participants through a series of Round Rock Target Industry and Marketing Strategy • questions aimed at understanding Round Rock's marketable assets and what message the community wants to convey to new businesses. Based on the results of the interviews, AEA will develop several recommendations for Round Rock's brand identity and key branding messages. The brand identity will take the form of a new tagline that Round Rock will use to market itself to companies. The branding message is a single sentence definition of the brand identity and sets the direction for all future marketing efforts. It is customer - oriented and answers the question "What is Round Rock ?" 2. Public and private partnerships that allow existing businesses to market Round Rock to expanding companies Round Rock's private industry can serve an important role in distributing the region's marketing message to its target industries. The recommendations in this section will look at how the city can involve local businesses in marketing, and how businesses can use their networks of suppliers, partners, and business associates to promote Round Rock as a top site for business. 3. Trade missions to key cities Many lessons about economic development and marketing can be learned by visiting those cities that have excelled in it. AEA will recommend cities and general itineraries for a city delegation to visit. AEA will also provide a 5 -year schedule of trade missions and estimated budgets for each. 4. Investment forums to present Round Rock to target industry executives Many regions host investment forums in cities containing their target industries. These lunch or dinner events are attended by local industry executives and provide a platform for representatives from the region seeking investment to describe the benefits of locating in their region. AEA will recommend investment forum cities based on Round Rock's target industries. AEA will also provide a recommended agenda for the forums. 5. Staff training to internal industry knowledge and trends in the targeted sectors AEA will train city staff on the targeted industries with white papers and research, focusing on macro -level industry trends, industry location strategies, appropriate incentives to be offered, and the infrastructure required for their support. Round Rock Target Industry and Marketing Strategy • 6. Public relations initiatives to increase Round Rock's visibility Knowing what image and message to convey to the high tech industry and how to attract media attention is critical to any region's marketing efforts. AEA will provide recommendations for Round Rock's public relations efforts and which publications it should target to reach the highest number of decision - makers in its target industry. AEA will work with city representatives to set 10 -year public relations objectives, a timeline, and estimated budget to achieve those objectives. 7. List of collateral materials needed to market to the high tech industry Before a region begins designing and producing collateral materials, it must first understand what materials are best suited to reach their target audience. In some cases, for example, a sophisticated web site is a more useful marketing tool than a brochure. Overall, marketing media must have a consistent look and message. AEA will recommend what marketing materials Round Rock should use to approach its target industries. AEA will also provide a 10 -year timeline and estimated budget for producing and updating these materials. 8. Recommendations for developing an internal marketing effort — building community -wide support Building community -wide support for a marketing effort must occur before marketing to .target industries. AEA has significant experience developing and implementing strategies to rally internal support for economic development efforts. AEA will prepare recommendations for building support for a marketing effort within Round Rock's business, academic, government, and media sectors. A timeline of proposed internal marketing events and other promotional efforts will also be provided. 9. A set of branding templates and taglines for use in marketing to the identified industry sectors AEA will deliver to Round Rock a set of example images and taglines that could be used to create marketing materials for the specific target industries selected. Marketing materials would include a web page, newsletter, business cards, etc. Round Rock Target Industry and Marketing Strategy • Angelou Economic Advisors Inc. (AEA) is an Austin, Texas -based economic development consulting firm specializing in economic development and marketing strategies, site selection, economic impact analysis, and business development. The firm is dedicated to offering strategic planning for technology companies and the communities seeking to recruit them. Angelou Economic Advisors Inc. 111 Congress Ave., Suite 1200 Austin, Texas 78701 5121482 -9322 phone 5121482 -9313 fax Web site: www.angelou- econ.com Primary contact: Angelos G. Angelou, Principal, Economist 512/480 -3261 angelos @angelou- econ.com Protect team: Angelos G. Angelou, Principal, Economic Development Beth Gleason, Director of Marketing Chris Engle, Director of Research Dan Houston, Economic Development Analyst Alan Cox, Research Round Rock Target Industry and Marketing Strategy • AEA will complete the Scope of Work for $70,000 plus expenses (e.g. printing). Phase I — Target Industry Assessment $45,000 Phase II — Marketing and Branding Strategy $25,000 AEA estimates that the final deliverables will be completed 4 to 5 months following the start of the contract. The following figure illustrates the projected time in the contract when AEA will work on each task: TASK: 1 2 3 4 PROJECT SETUP: Meet with city staff, possibly organize an advisory board Initial data collection with city assistance Set up dates for focus groups PHASE ONE: Evaluation of Round Rock's assets for recruiting high tech companies Overview of industry trends for sectors currently in and possibly relocating to Round Rock Focus groups and personal interviews Recommendations for target industry recruitment PHASE TWO: Marketing and branding recommendations FINAL REPORT IS COMPLETE Round Rock Target Industry and Marketing Strategy Month: • DATE: October 18, 2000 SUBJECT: City Council Meeting — October 20, 2000 ITEM: 13.B.1. Consider a resolution authorizing the Mayor to execute an Agreement for Consulting Services with Angelou Economic Advisors, Inc. for the development of an Economic Development Strategic Plan. Mayor Robert A. Straka, Jr. Mayor Pro-tem Earl M. Hairston Coundl Members Tom Nielson Carrie Pitt Earl Palmer Isabel Callahan Jimmy Joseph City Manager Robert L Bennett Jr. City Attorney Stephan L Sheets CITY OF ROUND ROCK December 5, 2000 Mr. Phil Brewer Round Rock Chamber of Commerce 212 East Main Street Round Rock, Texas 78664 e The Round Rock City Council approved Resolution No. R- 00- 10- 26 -13B1 at their regularly scheduled meeting on October 26, 2000. This resolution approves the agreement with Angelou Economic Advisors, Inc. for consulting services to develop and Economic Development Strategic Plan. Enclosed is a copy of the resolution and agreement for your files. If you have any questions, please do not hesitate to call me. Joanne Land City Secretary Enclosures Fax: 512-218-7097 1. 800 - 735 -2989 TDD www.ci.round- mck.tx.m 221 East Main Street Round Rock, Texas 78664 512- 218.5400 1- 800 -735 -2988 Voice Mayor Robert A. SHaka, Jr. Mayor Pratem Earl M. Hairston Council Members Toni Nielson Carrie Pitt Earl Palmer Isabel Callahan Jimmy Joseph Qty Manager Robert L Bennett. Jr. L9ty Attorney Stephan L Sheets CITY OF ROUND ROCK December 5, 2000 Mr. Angelos Angelou Angelou Economic Advisors, Inc. 111 Congress Avenue, Suite 1200 Austin, Texas 78701 Dear Mr. Angelou: 221 East Main Street Round Rock, Texas 78664 512 - 218 -5400 The Round Rock City Council approved Resolution No. R- 00- 10- 26 -13B1 at their regularly scheduled meeting on October 26, 2000. This resolution approves the agreement with Angelou Economic Advisors, Inc. for consulting services to develop and Economic Development Strategic Plan. Enclosed is a copy of the resolution and agreement for your files. If you have any questions, please do not hesitate to call me. Sincerely, Joanne Land City Secretary Enclosures Fax: 512- 218 -7097 ifewet- . 1- 800- 735 -2989 TDD www.ci round- rock.tx.m 1- 800-735 -2988 Voice