CM-12-01-015CJi4-J1-o(_oIS RECEIVED
JAN 2 52012
City Manager Approval Form
Item Caption: Consider executing a Private Workshop/Seminar Agreement with Fathom Corporate Training
Approval Date: January 27, 2012
Department Name: Finance Department
Project Manager: Cheryl Delaney
Assigned Attorney:
Contract Management Section
Item Summary:
The City's Finance Department will be hosting a workshop titled "Exceptional Customer Service Skills Workshop" for its
employees. This workshop will provide the Finance Department employees with up to date customer service skills important to
today's ever-changing municipal government environment.
No. of Originals Submitted: Two
Project Name: Private Workshop/Seminar Agreement
Cost: $8,800.00
Source of Funds: General Fund
Source of Funds (if applicable): Select Source Fund
Account Number: 5216-100-17000 & 5216-200-81000
Finance Director Approval: S. Carter for Cheryl Delaney Date: 01/25/2012
Department Director Approval: S. Carter for Cheryl Delaney Date: 01/25/2012
**Electronic signature by the Director is acceptable. Please only submit ONE approval form per item. **
CIP a El Budget n a Purchasing
N/A OK N/A OK N/A
OK
Accounting
N/A OK
ITEMS WILL NOT BE PLACED ON THE COUNCIL OR CM AGENDA W/OUT PRIOR FINANCE AND/OR LEGAL APPROVAL
REV. 6/20/11
FATHOM
CORPORATE
TRAINING
PRIVATE WORKSHOP / SEMINAR AGREEMENT
1. REGISTRATION: City of Round Rock,Texas, agrees to pay the Workshop/Seminar/Consulting fees indicated, and any applicable federal,
state, and local taxes, in retum for the right to participate in the Workshop(s)/Seminar(s)/Consulting Assignments listed on this agreement
on the dates indicated. The applicant affirms that they, as a representative of the Client, are authorized to accept this agreement and to
register participants for said Workshop(sySeminar(s)/Consulting Assignment(s) and that the conditions contained in this agreement shall
apply to and be binding on the Client, and that this document is the entire agreement between the parties and will bind Client personnel.
Client and Client's participants further agree not to, directly or indirectly, contract with or employ any of Fathom Corporate Trainings'
(hereafter referred to as "Fathom,") employees, affiliates, contractors or distributors, except through Fathom, nor to directly or indirectly
cause or entice any Fathom employee, contractor or distributor to violate or terminate his or her employment, contract or affiliation with
Fathom. The term of this agreement is three years from the date of the last Workshop, Seminar, or Consulting Assignment scheduled for
Client. Jurisdiction and Venue for all matters in this agreement will lie exclusively in Travis County, Texas and Texas substantive law will
govem this agreement.
2. TERMS/POSTPONEMENT/CANCELLATION: Client understands that 45% of the total fees shown in Section A of page 2 of this
Agreement are payable upon completion of Observation on January 12, 2012. An additional 45% is due upon completion of the
scheduled Workshops on February 2, 2012. The remaining 10% balance is due by February 29, 2012. Fathom accepts payments
by credit card, check, wire transfer or purchase order. Seminar dates are not guaranteed until this signed agreement is received by
Fathom. A 10% late fee penalty on all past due invoices will be assessed for each 30 day period that elapses until all unpaid invoice
amounts due Fathom per this agreement are paid in full. Client agrees to reimburse Fathom for all legal fees expended by Fathom to
enforce this agreement. Fees are not refundable in whole or in part. If Client requests any customization or tailoring, total fees for the
customization or tailoring are due within 5 days of acceptance of this agreement. If a scheduled participant is unable to attend a Workshop
or Seminar, Client may substitute another person from the Client's organization, provided that the Client notifies Fathom of this change
prior to the beginning of the Workshop. Should the Client request a postponement or cancellation of any or all Workshop(s) or Seminar(s)
or Consulting Assignment(s) listed in Section A of page 2, no fees for the postponed or canceled Workshop/Seminar/Consulting
Assignment and its expenses will be refunded and all remaining fees shall become immediately due. In the case of a postponement
request received by Fathom with less than 60 days notice, client agrees to pay a 25% rescheduling fee. Postponement requests must be
received in writing either by email or physical delivery. Fathom and client will jointly agree to reschedule postponed dates for the
Workshop/Seminar/Consulting Assignment once the rescheduling fees are received by Fathom. If the dates for workshops listed on this
agreement have not been set at the time of signature, all amounts will be due no later than 12 months from the signature date. Upon
completion of this Assignment, Fathom will provide Client with completed participant evaluation forms. Client agrees to provide Fathom
with a letter of recommendation on Client's letterhead upon satisfactory completion of this program
3. EXPENSES FOR WORKSHOPS: Travel: (Not Applicable) Client agrees to pay for all reasonable travel and other Workshop related
expenses incurred by Fathom or its representative(s) in connection with the Workshop/Seminar/Consulting Assignment. Client may book
air travel, hotel accommodations, car rental and/or appropriate mileage at the govemment-approved rate. If Client desires Fathom to book
its own air, hotel and car and bill Client back, a 10% percent handling fee will be added to the travel reimbursement invoice (there will not
be any surcharge applied to workshop delivery or customization fees). Fathom will submit line items from an American Express download
directly into our expense reimbursement system or receipts if the download is not available. Please check the box indicating if Client
or Fathom will book travel: (Not Applicable) Client_ Fathom_.
Shipping: Clients in Austin will be billed $40. All other Clients will be billed $100 materials shipping charge for workshops up to 15
students, $150 for 16-30 students, $200 for 30-50 students, and $300 for 51-100 students per Workshop/Seminar to pay for the delivery of
student materials and other workshop related items. Client agrees to provide audio/visual equipment required for the workshop, if any. If
Client requires Fathom to provide equipment the following rental rates will be added to Client invoice. Please indicate who will provide the
equipment:
_X_Client will provide all equipment
_Fathom will provide equipment at the following rates - LCD Projector ($100/day) _Camcorder ($100/day).
_Equipment not required
3. PROPRIETARY RIGHTS: Client agrees and recognizes Fathom has proprietary ownership and/or rights in and to all materials,
including manuals, skill guide cards, handouts, information, techniques and procedures ("Information") received by client or client's
employer and/or participants directly or indirectly in any manner from or through Fathom. Client further agrees and recognizes that such
information is a valuable asset of Fathom and is designed for use by each individual client -designated participant during the workshop and
only for such participants' individual use, consumption and retention upon completion of each subject Workshop/Seminar/Consulting
Assignment. It is agreed that the Information shall not be duplicated, copied or conveyed in anyway to any third party, or entity without the
specific, written permission of Fathom, nor used in any manner not contemplated within the spirit or terms of the Agreement. Client and
each Client participant hereby agrees that the Information shall not be reused, resold, conveyed, copied or excerpted and that the
Information shall not be returned for credit or r
SIGN HERE (PAGE 1 OF 2)
a//27 /2-
0
r
z
-1
0
z
0
0
m
0
N
11
m
0
3
0
0
0
1
4
m
3
D
0
0
co
0
0
a
a
'0
3
4
m -4 0
X f�—D
v CA
N O
7 (p
N
N
0
V xi
co 0
o c
0.
70
0
co
Dx)
0
CO
CO
D
C)
Io
0
0
co
w
D)
0.
m
a
cac
o
a
a
0
(A
JoleilslulwpV pno3
0
ID
0
<D
m
3
m
z
r
r
0
N
m
r
0
EC -
co
a
m
e
0
a
I '
. •••• •••••••••••••. . ..w A./.... T. .me r►CT .O e
c
O.
o.
Schedule
A
N
c
a
r
O
a)
"
m
N
p
N
0
I . WORKSHOP/SEMINAR LOCATION:
I
Dates of Observation:
Jan 10 Utility Billing — Afternoon
Jan 11 ' Alternate Dayu
Ian 19 Mi Court/Purchasina
Training Sessions:
Jan 31 -Session #1 Municipal Court / Utility Billing - 8am-12pm
Feb 1 -Session #2 Municipal Court / Utility Billing - 8am-12pm
Feb 1 -Session #3 Purchasing/Finance -1 pm -spm
Feb 2 -Session #4 Purchasina/Finance - 8am-12pm
Exceptional Customer Service Skills Workshop
PRODUCT/SERVICE PURCHASED
City of Round Rock. Texas
(4) 4 Hr. Sessions
1 (4)'/: Day Sessions — Jan 31 -Feb 2, 2012
m
fD
v
S
0
7
N
City/State:
Address:
N
0
o
0
0
IFEE / SESSION 1 SEAT I
512 218-5480
Round Rock, Texas 78664
301 West Bagdad Avenue
z
0
0
m
to
O
z
0
CO
0
o
0
0
TOTAL