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CM-13-08-125I. ROUND ROCK, TEXAS MVOS . mcvon rcnrmrrr City of Round Rock Agenda Item Summary Agenda Number: Title: Consider executing an approval for Statement of Work for iSpeak, Inc. for a First Impressions Customer Service Training series. Type: City Manager Item Governing Body: City Manager Approval Agenda Date: 8/2/2013 Dept Director: Steve Norwood, City Manager Cost: $3,000.00 Indexes: General Fund Attachments: CAF_iSpeak, Inc._SWO.pdf, IS peak_Statement_of Work_(SOW).pdf Text of Legislative File CM -13-08-125 City of Round Rock Page 1 Printed on 8/1/2013 ................... . CONTRACT APPROVAL FORM FOR CITY MANAGER ACTION Required for Submission of Specific City Manager Items Department Name: Administration Project Mgr/Resource: Saridon Chambless City Manager Approval CMA Wording Consider executing a Statement of Work for iSpeak, Inc. for a First Impressions Customer Service Training Class. Project Name: Statement of Work ContractorNendor: iSpeak, Inc. Approval XDEmployee EE Bowden ' Date July 23, 2013 Notes/Comments iSpeak, Inc. Statement of Work For The City of Round Rock 'ROUND ROCK, TEXAS PURPOSE. PASSION. PROSPERITY Proprietary & Confidential Version 3.5 July 22, 2013 Presented by: Kevin Karschnik kkarschnik@iSpeak.com 512.671.6711 PROPRIETARY & CONFIDENTIAL - Statement of Work Schedule and Pricing Client Contact Client Contact Project The City of Round Rock Saridon Chambless Administration City of Round Rock 221 Main Street Round Rock, TX 78664 (512) 218-5410 chambless@roundrocktexas.gov Customer Service: First Impressions Class Schedule and Pricin Class T;it Three (3) iSpeak 'Customer Service: First Impressions' seminars (90 -minutes each) Courseware Customization ss Dates' lClass Pri. October 21, 2013 October 22, 2013 October 23, 2013 Actual times TDB Round Rock, TX $3,000 Up to 5 Hours $9-2-5 $0 Courseware Curriculum PDF file provided to The City of Round Rock for .rintin• $0 Travel Expenses Mileage, Lodging, and Meals N/A (no expenses for local delivery) Pa ment Terms Phase Reservation of Delivery Dates Completion date July 26, 2013 Payments due No payment required Workshop Delivery Date October, 2013 Due Upon Receipt, Invoice sent upon course completion Initial PROPRIETARY & CONFIDENTIAL - Please Fax to 888-415-7060 Page 2 PROPRIETARY & CONFIDENTIAL - Statement of Work Provisions Assumptions iSpeak will provide all necessary curriculum for the students, including, but not limited to, classroom workbook kits, handouts, job aids, tools, storage media, data files and class evaluations. iSpeak will provide the instructor laptop computer, tripod, all student SD cards and video camera recorder, if required. The City of Round Rock (Client) will provide the facility to hold the presentation and the video projector for video and PowerPoint presentation. Client will also be available to provide input and feedback to iSpeak on any customization questions prior to the delivery of the presentation. Change management process Any requested changes to this statement of work, including but not limited to moving dates, cancelling classes, or customizing content will be addressed and implemented by contacting your iSpeak representative. Additional changes to the course content beyond the included 5 hours of customization will be completed at the hourly rate of $185. Content changes must be completed no later than 21 business days prior to the class date. Additional hours of content customization will be documented in a new Statement of Work, if requested by Client. Workshop participants Some iSpeak courses become ineffective beyond a certain class size and might require an additional classroom facilitator. Additional charges for student kits will be incurred at the rate of $150 each. Engagement related expenses Client is only responsible for the expenses documented in this Statement of Work. iSpeak is responsible for all other service delivery expenses related to this SOW. fJ Initial PROPRIETARY & CONFIDENTIAL - Please Fax to 888-415-7060 Page 3 PROPRIETARY & CONFIDENTIAL - Statement of Work Cancellation As circumstances change in business, iSpeak realizes that you may have a need to move or cancel the date for your scheduled training session. In such situations, iSpeak will work with you to reschedule your training dates. Client requested course date changes will be accommodated based upon iSpeak delivery resources availability. Any courses that are rescheduled will retain their original pricing structure. Any additional travel related cancellation fees or fare changes resulting from a Client requested class schedule change will be billed to the Client. Cancellation notification must be given to an iSpeak representative in writing (email, fax or letter). The following describes the cancellation payment schedule: Date of Cancellation Notification Cancellation Payment Greater than 21 calendar days from Training Date No change fee, except any expenses already incurred by iSpeak. (e.g. airfare and airfare change fees) 7 to 21 calendar days from Training Date $750 change fee, plus expenses already incurred. Within 7 calendar days from Training Date 100% of Class Price, plus $1,500 change fee, plus expenses already incurred. Training dates may be rescheduled to a later date, up to nine months after the cancellation date. Upon rescheduling, no further payment will be due. Initial PROPRIETARY & CONFIDENTIAL - Please Fax to 888-415-7060 Page 4 PROPRIETARY & CONFIDENTIAL - Statement of Work Acceptance and Authorization The terms and conditions of the Schedule and Pricing, Provisions and the Cancellation sections apply in full as related to this Statement of Work. IN WITNESS WHEREOF, the parties hereto each acting with proper authority have executed this Statement of Work. Accepted and Agreed: The City of Round Rock iSpeak, Inc. Client Steve_ P\nrWo©a Full name C Maracr Title eo Date Kevin J. Karschnik Full name Director, Training Title Signature July 22, 2013 Date July 22, 2013 PROPRIETARY & CONFIDENTIAL - Please Fax to 888-415-7060 Page 5