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HomeMy WebLinkAboutAgreement for Services - Retail Analysis, Profiles and Recruitment with The Retail Coach CITY OF AUBURN AGREEMENT FOR SERVICES Retail Analysis, Profiles & Recruitment THIS AGREEMENT made and entered into on this day of 0[ ►YI b0-( 2019, by and between the City of Auburn, a municipal corporation of the State of Washington, hereinafter referred to as "City" and The Retail Coach, 86 Clark Blvd, Tupelo, MS 38804 hereinafter referred to as the "Provider." WITNESSETH: WHEREAS, the City is in need of retail data analysis, retail gap analysis, demo and psychographic profiles and commercial retail recruitment efforts; and, WHEREAS, the City desires to retain the Provider to provide said services in connection with the City's work; and, WHEREAS, the Provider is qualified and able to provide services in connection with the City's needs for the above-described work, and is willing and agreeable to provide such services upon the terms and conditions herein contained. NOW, THEREFORE, the parties hereto agree as follows: 1. Scope of Services The Provider agrees to perform in a good and professional manner the tasks described on Exhibit "A" which is attached hereto and by this reference made a part of this Agreement. (The tasks described on Exhibit "A" shall be individually referred to as a "task," and collectively referred to as the"services.") The Provider shall be responsible to provide work products and services of a quality and professional standard acceptable to the City. 2. Additional Services In the event additional services with respect to related work are required beyond those specified in the Scope of Work, and not included in the compensation listed in this Agreement, a contract amendment shall be set forth in writing and shall be executed by the respective parties prior to the Provider's performance of the services thereunder. Upon proper completion and execution of an Amendment (agreement for additional services), such Amendment shall be incorporated into this Agreement and shall have the same force and effect as if the terms of such Amendment were a part of this Agreement as originally executed. The performance of services pursuant to an Amendment shall be subject to the terms and conditions of this Agreement except where the Amendment provides to the contrary, in which case the terms and conditions of any such Amendment shall control. 3. Reaular Update Meetings & City Council Update Provider agrees to conduct at a minimum, monthly meetings with the City Economic Development staff to provide updates and status reports on the retail recruitment process. COAIThe Retail Coach— Retail Analysis, Profiles & Recruitment Contract 2020 Provider will also have a representative attend and take part in the Economic Development annual Strategic Plan update to City Council. 4. Provider's Representations The Provider hereby represents and warrants that the Provider has all necessary licenses and certifications to perform the services provided for herein, and is qualified to perform such services. 5. City's Responsibilities The City shall do the following in a timely manner so as not to delay the services of the Provider: a. Designate in writing a person to act as the City's representative with respect to the services. The City's designee shall have complete authority to transmit instructions, receive information, interpret and define the City's policies and decisions with respect to the services. b. Furnish the Provider with all information, criteria, objectives, schedules and standards for the project and the services provided for herein. c. Arrange for access to the property or facilities as required for the Provider to perform the services provided for herein. 6. Termination The City may terminate this Agreement upon seven (7) days' written notice; provided that Contractors shall be compensated for services provided through the end of the following month at the rate described in section 2 and Exhibit B. Upon termination, Provider shall deliver to City all code and other work it has competed towards the deliverables described in Exhibit A. 7. Compensation As compensation for the Provider's performance of the services provided for herein, the City shall pay the Provider the fees and costs specified on Exhibit "B" which is attached hereto and by this reference made a part of this Agreement (or as specified in an Amendment). The Provider shall submit to the City an invoice or statement upon completion of each deliverable that is shown on Exhibit B for the amount shown on that exhibit. Upon acceptance of the invoice or statement, the City shall process the invoice or statement in the next billing/claim cycle following receipt of the invoice or statement, and shall remit payment to the Provider thereafter in the normal course, subject to any conditions or provisions in this Agreement or Amendment. The City agrees to pay a late penalty of 1% of the outstanding balance sixty days after the date of the invoice. The maximum amount of the compensation, excluding any penalties, shall be $23,000.00. Provider agrees that this is its sole compensation inclusive of all expenses and that it has the sole obligation to pay any third party vendors in connection with the products or services delivered under this Agreement. 8. Time for Performance and Term of Agreement The agreement shall commence on the effective date of the agreement and shall remain in COA/The Retail Coach— Retail Analysis, Profiles & Recruitment Contract 2020 force until completion of the scope of work, as described in Exhibit A, or the agreement is otherwise terminated according to this agreement. The term of this agreement shall terminate no later than 31st day of March, 2021 unless otherwise modified in writing. 9. Ownership and Use of Work Products All information, analyses, profiles, leads and any other materials created, prepared, shared or otherwise delivered by the Provider as part of their performance of this Agreement (the "Work Products") shall be owned by and become the property of the City, and may be used by the City for any purpose beneficial to the City and shall be subject to the requirements of the Public Records Act, Chapter 42.56 RCW. 10. Records Inspection and Audit All compensation payments shall be subject to the adjustments for any amounts found upon audit or otherwise to have been improperly invoiced, and all records and books of accounts pertaining to any work performed under this Agreement shall be subject to inspection and audit by the City for a period of up to three (3) years from the final payment for work performed under this Agreement. If any litigation, claim, dispute, or audit is initiated before the expiration of the three (3) year period, all records and books of accounts pertaining to any work performed under this Agreement shall be retained until all litigation, claims, disputes, or audits have been finally resolved. 11. Continuation of Performance If any dispute or conflict arises between the parties while this Contract is in effect, the Provider agrees that, notwithstanding such dispute or conflict, the Provider shall continue to make a good faith effort to cooperate and continue work toward successful completion of assigned duties and responsibilities. 12. Administration of Agreement This Agreement shall be administered by the Economic Development Manager, or designee, on behalf of the City. Any written notices required by the terms of this Agreement shall be served on or mailed to the following addresses: City of Auburn The Retail Coach Doug Lein Aaron Farmer Economic Development Manager 86 Clark Blvd 25 W Main St Tupelo, MS 38804 Auburn, WA 98001-4998 Phone: 662.231.0608 Phone: 253-804-3101 E-mail: afarmer@theretailcoach.net 13. Notices All notices or communications permitted or required to be given under this Agreement shall be in writing and shall be deemed to have been duly given if delivered in person or deposited in the United States mail, postage prepaid, for mailing by certified mail, return receipt requested, and addressed, if to a party of this Agreement, to the address for the COA/The Retail Coach— Retail Analysis, Profiles & Recruitment Contract 2020 party set forth above. If addressed to a person not a party to this Agreement, the notice shall be sent, in the foregoing manner, to the address designated by a party to this Agreement. Either party may change its address by giving notice in writing, stating his, her or its new address, to the other party, pursuant to the procedure set forth above. 14. Insurance The Provider shall procure and maintain for the duration of this Agreement, at its sole expense, 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 the Provider, or the Provider's agents, representatives, employees, or subcontractors. Provider's maintenance of insurance as required herein shall not be construed to limit the liability of the Provider to the coverage provided by such insurance, or otherwise limit the City's recourse to any remedy available at law or in equity. The Service Provider shall obtain insurance of the types described below: a. Commercial General Liability insurance shall cover liability arising from premises, operations, independent contractors, products-completed operations, stop gap liability, personal injury and advertising injury, and liability assumed under an insured contract. The City shall be named as an insured under the Contractor's Commercial General Liability insurance policy with respect to the work performed for the City. Commercial General Liability insurance shall be written with limits no less than $1,000,000 each occurrence, $2,000,000 general aggregate. b. Professional Liability (errors & omission) insurance appropriate to Provider's profession with limits no less than $1,000,000 per claim and $1,000,000 aggregate. The insurance policies are to contain, or be endorsed to contain, the following provisions for Commercial General Liability insurance: The Provider's insurance coverage shall be primary insurance as respects the City. Any insurance, self-insurance, or insurance pool coverage maintained by the City shall be excess of the Provider's insurance and shall not contribute with it. Provider's insurance shall not be cancelled by either party, except after 30 days prior written notice by certified mail, return receipt requested, has been given to the City. If a policy expires during the term of this Agreement, a renewal certificate must be sent to the City fifteen (15) days prior to the policy's expiration date. Provider shall furnish the City with certificates of insurance and a copy of the amendatory endorsements, including but not necessarily limited to the additional insured endorsement, evidencing the insurance requirements of the Provider before commencement of the work. The City reserves the right to require that complete, certified copies of all required insurance policies be submitted to the City at any time. COAIThe Retail Coach-- Retail Analysis, Profiles & Recruitment Contract 2020 15. Indemnification/Hold Harmless Except for injuries and damages caused by the sole negligence of the City, the Provider shall defend, indemnify and hold the City and its officers, officials, employees, and volunteers harmless from any and all claims, injuries, damages, losses, or suits, of every kind, including attorney fees and litigation expenses, arising out of or in connection with any alleged act, omission, professional error, fault, mistake, or negligence of the Provider, its employees, agents, representatives, or subcontractors, including employees, agents, or representatives of its sub-contractors, taken in the performance of this Agreement, or arising out of worker's compensation claims, unemployment compensation claims, or unemployment disability compensation claims. It is further specifically and expressly understood that the indemnification provided herein constitutes the Provider's waiver of immunity under Industrial Insurance, Title 51 RCW, solely for the purposes 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. Provider specifically indemnifies the City against all expenses, liabilities, costs, settlements or judgments, including attorney fees, in connection with any infringement of patent, copyrights, or other intellectual property rights arising from its performance of this agreement. 16. Limitation on Liability Provider will not be bound by any implied warranty of merchantability or implied warranty for a particular purpose. Provider shall not be liable for consequential or indirect damages, including loss of profits, loss of business, loss of data, interruption of business, or any other expectation or reliance damages incurred by City as a result of performing services in accordance with this agreement. 17. Non-Disclosure of Confidential Data. Each party shall safeguard the other's confidential information with, at a minimum, the same degree of care that it would exercise in protecting its own confidential, unless required to disclose the information by law or expressly permitted by the party holding the confidential information. Confidential information may include technological and business information, addresses and other identifying information of city residents and businesses (e.g. social security numbers, telephone numbers), financial information identifiable to a city resident or business, and other information specified as confidential by either party. This prohibition shall survive the termination of this agreement. 18. Assignment Neither party to this Agreement shall assign any right or obligation hereunder in whole or in part, without the prior written consent of the other party hereto. No assignment or transfer of any interest under this Agreement shall release the assignor from any liability or obligation under this Agreement, or to cause any such liability or obligation to be reduced to a secondary liability or obligation. COA/The Retail Coach— Retail Analysis, Profiles & Recruitment Contract 2020 19. Nondiscrimination The Provider may not discriminate regarding any services or activities to which this Agreement may apply directly or through contractual, hiring, or other arrangements on the grounds of race, color, creed, religion, national origin, sex, age, or where there is the presence of any sensory, mental or physical handicap. 20. Amendment, Modification or Waiver No amendment, modification or waiver of any condition, provision or term of this Agreement shall be valid or of any effect unless made in writing, signed by the party or parties to be bound, or such party's or parties' duly authorized representative(s) and specifying with particularity the nature and extent of such amendment, modification or waiver. Any waiver by any party of any default of the other party shall not affect or impair any right arising from any subsequent default. Nothing herein shall limit the remedies or rights of the parties hereto under and pursuant to this Agreement. 21. Independent Contractor Status The Contractors shall perform the services described in Section 2 as independent contractors and shall not be deemed, by virtue of this Agreement and the performance thereof, to have entered into any partnership, joint venture, employment or other relationship with the City. 22. Parties in Interest This Agreement shall be binding upon, and the benefits and obligations provided for herein shall inure to and bind, the parties hereto and their respective successors and assigns, provided that this section shall not be deemed to permit any transfer or assignment otherwise prohibited by this Agreement. This Agreement is for the exclusive benefit of the parties hereto and it does not create a contractual relationship with or exist for the benefit of any third party, including contractors, sub-contractors and their sureties. 23. Aoolicable Law This Agreement and the rights of the parties hereunder shall be governed by and interpreted in accordance with the laws of the State of Washington and venue for any action hereunder shall be in of the county in Washington State in which the property or project is located, and if not site specific, then in King County, Washington; provided, however, that it is agreed and understood that any applicable statute of limitation shall commence no later than the substantial completion by the Provider of the services. 24. Captions. Headings and Titles All captions, headings or titles in the paragraphs or sections of this Agreement are inserted for convenience of reference only and shall not constitute a part of this Agreement or act as a limitation of the scope of the particular paragraph or sections to which they apply. As used herein, where appropriate, the singular shall include the plural and vice versa and masculine, feminine and neuter expressions shall be interchangeable. Interpretation or construction of this Agreement shall not be affected by any determination as to who is the drafter of this Agreement, this Agreement having been drafted by mutual agreement of the COA/The Retail Coach— Retail Analysis, Profiles & Recruitment Contract 2020 parties. 25. Severable Provisions Each provision of this Agreement is intended to be severable. If any provision hereof is illegal or invalid for any reason whatsoever, such illegality or invalidity shall not affect the validity of the remainder of this Agreement. 26. Entire Agreement This Agreement, together with any subsequent amendments or addendums, contains the entire understanding of the parties hereto in respect to the transactions contemplated hereby and supersedes all prior agreements and understandings between the parties with respect to such subject matter. No other understandings, oral or otherwise, regarding this Agreement shall exist or bind any of the parties. 27. Non-Availability of Funds Every obligation of the City under this Agreement is conditioned upon the availability of funds appropriated or allocated for the performance of such obligation; and if funds are not allocated and available for the continuance of this Agreement, then the City may terminate this Agreement at the end of the period for which funds are available, without the notice provided by Section 6. No liability shall accrue to the City in the event this provision is exercised, and the City shall not be obligated or liable for any future payments or damages as a result of termination under this Section. [SIGNATURES ON THE FOLLOWING PAGE] COAIThe Retail Coach— Retail Analysis, Profiles & Recruitment Contract 2020 IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed effective the day and year first set forth above. 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IA•:-.-.:','-=;L.',. ', ‘:•'=,',7,=ii .,=,'' ', cii•=glic:4'.',,,,• — DATE: November 2019 CONTENTS: PREPARED FOR: Auburn, Washington Scope of Services 2 PREPARED BY: Past Timeline& Pricing 110 Aaron Farmer President c:662.231.0608 e:afarmer@theretailcoach.net 1 1 i The Retail Coach,LLC I TheRetailCoach.net I Tupelo, Mississippi • Austin,Texas �e.... � s YU „ v : t � tY&Sa y' ,. s -; X s7€ sv �4 rc c #3R4. 5 vgs - �. i ter c `Tt i W°S °c '# ;r4,,,-;:t44- .1 !# { om 75, *,,':1:, :'' :N. ikit',4,..,.z.:1;:;:.,77,' -- . ' "zr } t ' �° i'" J` ��t ab 4411A/4"764,-1•4 ,, !4eMUnalutZ'4';'24,.. w , wwrwy. .� �I rn. MILF:_,,7,7 — ._1 $ ,� ��}z, 8 � ��r � . .�_„__. ._ .< t ' ,-'^ { Scope of Services r'` ' '°w i------;:47. ,... ..,_ sz* ...Spa 14 fy i9P OMIf'�V+ *4- �. k.. 4 FN. �kx J '' ‹s+ �,�. ar ss aE ' a .�' j ,1..y i h q 'c`t°' it':.----,'”, mow,y £�K 9 u L * ate „ a a 2 PHASE 1 Data Analysis Update Custom Retail Trade Areas The Retail Trade Area(RTA) is the foundation of retail recruitment strategy, and its accuracy is critical.The Retail Trade Area is the geographical area from which a community's retailers derive a majority of their business. Drive times and radial analysis are not the best way to depict an accurate Retail Trade Area.To best confirm a community's Retail Trade Area,we will execute the following strategic steps: Mobile Data for Location Decisions The Retail Coach will utilize mobile location technology that analyzes location and behavioral data collected from mobile devices to determine consumer visits to Auburn.This high-confidence data is used to verify Retail Trade Areas and validate retail site selection decisions. dMa TheRetail RetailTrae CoachArea will delineate a boundary map of the Retail Trade Area using mobile data collected. i 'Mobile Location Data&�Retail�Trade AreaMapp ng �_ 4 " a s t � �Ike'R >,� � �.". �Al' � .. �, :$:'::::,;',:!4'i:.,..,:;:,,,7,-,--",,,;,,:;,� rte• � :a Y` , `� a asoG 6 q :-.4,,,,4' & ' � uE,,`" 4� < �-i r;' � y 4 3 2'' ym$XLLC jI Demographic Profiling A community must be able to instantaneously provide information and data sets sought by retailers during the site selection and site evaluation process.The data must be accurate,current, and readily available. 1 The Retail Coach will create comprehensive 2010 Census, 2020, and 2025 demographic profiles for the Retail Trade I Area and Auburn community.The profile includes population and projected population growth, race, ethnicties, average and median household incomes, median age, households and household growth, and educational attainment. 3 1 3 PHASE 1 Data Analysis Updates Daytime Population i The workplace population,or daytime labor market area, is important to quick serve and casual dining restaurants that rely heavily on lunch business. The Retail Coach will provide an employment summary report detailing the total number of establishments,i by industry, and employee counts within the designated labor market area.This report will provide insight into the "work here"population versus the"live here"population. Psychographic Profiling As retail site selection has evolved from an art to a science, psychographic lifestyle segmentation has become an essential element of retailers'preferred location criteria. Understanding a consumer's propensity to purchase certain retail goods and services—as well as specific retail brands—is valuable to national, regional, and independent retailers. Based on the market segmentation system developed by ESRI,The Retail Coach will develop a Tapestry Segmentation profile of the households in the Retail Trade Area.This is done by using the most advanced socioeconomic and demographic data to measure consumer attitudes,values, lifestyles, and purchasing behaviors to understand the categories and brands of retailers that may be of interest. i . .. �. - . r _ files ofCo nsum'a ers ai chograph c Prom ' ••44 Psytda / g' ,;$1 , ZTAPESTRY 'a ,..-7;,f,,;:1714;;,,,,..';,', y < -. y ; jkwEvnla : .� 7c i m«,„.:��, • 0ToTler � ti��rgy ` F,4-/-41•,;,."---...--,---;-_,-------.,---5, ---:;„•-•1: ,ses-- , gi.1a� 'U � -, , �,.�.,� of„„..0)F � 1 Y 3, , [.e o t ✓'Sr< Y # - k I y Fes ' W 1,, kk pT ` 8 .4 §,1v,,Asc ,,F r$ .$r?;.. m ...r � x �„ Sk a :i — Z *1f2y tY e . '�` S etma o 1• i-'' N r mppliue � e- ” ooyq 6—.4.-.42---,11:-. P om ,xamounn aT • rs" ; 8' T Ir'A , yN 5 ,,;1-:-,e',-'%;,A,;4,;,,4gI„ 0f ",6;gt,:e-4,'-;';;•';',7;',',,'),',','"'k 1 4 PHASE 2 Determining Retail Opportunities Retail Gap Analysis A Retail Gap Analysis(RGA)will determine the level of retail demand for a designated Retail Trade Area.The analysis computes the retail potential of the Retail Trade Area and then compares it to estimated actual sales in the community. The difference is either a leakage, where Auburn consumers are traveling outside the community to purchase certain retail goods and services,or a surplus,where consumers are traveling from outside to Auburn to purchase certain retail goods and services. i The Retail Coach will perform a Retail Gap Analysis to calculate the approximate flow of retail dollars in and out of 3 Auburn. The Retail Gap Analysis will: ' • Identify retail sales surpluses and leakages for more than 70 retail categories. and sub categories. Distinguish retail categories with the highest prospect for success and quantfy their retail potential. I 3 1 fi For years If researchedfirms to help me with retail e€r � fi s. 4 develo ment and The Retail Coach continued to surface as the best choice provider Over and over again I heard i about the service after the sale This was important You `- •, ��see a lot of,..),rms can '- " :- � run data and,put together fancyreports �' : ` ,. What allows The Retail Coach tom"` ��� • testa dour ss the coaching A tools istuseless unless someone ( h g s ti i erg r ` `coachesyou on the bestway 5 �, td 319 • ' `., £ ,to utilize it When you hire k a The Retail�Coach you are e �� � , -_-,::;:-!,,:;:Z%,,, b ,` not�fust buyingad needs'. ..yaii - , 3 fi Sig._ - pare hiring a coach to help - t , r ,am you with k, iwe i to 3 `h h , . development needs .• I highly recommen hem to ` ,. an commumt seekin to 3 � 'R `� r� � ��,s ar` _ i s. ��� r Y .� '��" f7 „-, g� » '2 effectively recruit retail � D ve Quinn,CEcD Executive Director i �� € Preciously Bastrop Texas ` . re Economic De opmentCorporation "n ty� *m'� �,� w iia r �- ' 'a� '4. ; si,�`i' . a" I 3 Yin .�.'`' ��' ,. K <u"u,t'«c .:;fi?'fi'Y'm ,,,,...',,,,,,,,70,0,0-. ;.'`,.7'Tr, 5 PHASE 3 Identifying Retailers & Developers for Recruitment The Retail Coach has been successful in recruiting leading retail brands to our client communities for more than 17 years. Our process is driven by providing accurate and current data sets as well as site-specific information;to retailers, brokers, and developers. I Identification of Retail Prospects The Retail Coach will target national and regional retail brands that are a good"fit"for the community.This means the Retail Trade Area population, disposable incomes,consumer spending habits, and education levels meet the retailers' ideal location criteria. The Retail Coach will review a master list with Auburn staff and work together to prepare a final target list of retailers for recruitment. I ,r �' ag w• 1 m FIVE GUYS 1 .k• 0 er fJ TARGET 1 s,' I •I Academy i Publix. ?,pExp9m ,,i RSA.J.&� 1.>,f/A8 Al .••••• • . ' 41'?`NiNTURAL re: , 4'1-24 11. 11DONUTS l knneGeocs y'„e 4 6/mss �. ''' x �s 2 l -;";;1: iii / .'�..a... ,s_.r.t:.., ., 1 „1fie . .,.., , , Identification of Developer Prospects Retail recruitment is relationship based. Since 2000,The Retail Coach has worked to establish a reliable network of developer contacts. Developer networking and developer recruitment have become key components in a community's retail recruitment and development success. Retailers have specific property requirements based on their site location criteria.A mid-to high- tier retailer might show interest in a community; however,there may not be sufficient ready-to-lease properties matching their needs and brand requirements. i In this case it is important to illustrate the need for new development/redevelopment to developers in your market. The Retail Coach will use its network to identify retail real estate developers active in the region for recruitment. ; 6 PHASE 4 Marketing & Branding To attract targeted retailers,the most critical step is providing accurate, current, and site-specific information on the community and its Retail Trade Area. It is important that this marketing information positively reflects your community's attributes and brand to corporate site selectors, real estate brokers, and developers. ,=,.1.,-4q.m RetaiMarket Fiyer Retail Market Profile / Flyer a 1 The Retail Coach will develop a retail market profiletit; ii { ,,/� tailored to the specific needs of targeted retailers' ,; r r N r�g., ° 4' essential site selection and location criteria.The 3 ' a � profile serves as a community introduction ""` ' - , and includes: 74 `!.3:t ., '� � �Aq �4aPr[>a tC U ? ttnla!r M'YM i • Retail Trade Area Map ;,,r,,,,_,,,, ,„©a,c , t • Location Map _ ; • Traffic Count Map «.. ..- = f '�%.1 / • Demographic Profile Summary r`; " k' Or'C *a '" ' r 1. #at£Srra6t orAcy • Appropriate logo and contact information S _ - _ " s , - .w,.. iF«,rr< as €s3 mi a4 Retailer Feasibility Packages - � ` The Retail Coach will create a retailer-specific feasibility package to address essential location criteria.The feasibility package includes: • Community Overview • Retail Gap Analysis Summary Table • Retail Site Profiles • Retail Trade Area Psychographic Profile • Location Map • Retail Trade Area Demographic Profile Retail Trade Area Map • Community Demographic Profile 1 • Existing Retailer Aerial Map • Area Traffic Generators • Retailer Location Map . Appropriate logo and contact information Retail Trade Area Demographic Profile Summary Real Estate Developer Opportunity Package The Retail Coach will create a developer opportunity package to highlight the need for development/redevelopment. This will include: Community Overview • Site characteristics and topography Location Map • Appropriate Zoning • Retail Trade Area • Area Retail • Demographic Trends • Residential clustering and support • Aerial Imagery • Proximity to"anchor"retailers • Traffic Counts • Top Employers • Site-line visibility from major traffic arteries • Workplace Population • Ingress/egress for primary traffic arteries • Potential retail tenants Median cuts or possibilities Traffic signal existence or possibilities 3 _...5 7 PHASE 5 Recruiting Retailers & Developers Recruitment of Retailers Founded in 2000,The Retail Coach was the first national retail advisory firm to introduce retailer and developer recruitment specifically for communities.The recruitment of retailers remains one of the primary metrics of success. Today,our experience has proved a community must move beyond data. The retailer recruitment process includes the following steps: • Introductory emails and retail market profiles are sent to each targeted retailer. • Personal telephone calls are placed to measure interest level. • Personal emails and retailer feasibility packages are sent to each targeted retailer. • Personal emails and retail site profiles for prime sites are sent to the appropriate targeted retailer. I • Personal emails are sent to inform targeted retailers of significant market changes. • A retailer status report is provided with each retailer's complete contact information and comments resulting from recruitment activities. • Personal emails are sent quarterly to continue to seek responses regarding their interest level. Recruitment of Developers l . Much of our recruitment success comes from establishing a network of national retail developers over the past 19 years. Developer networking and developer recruitment have become key components in a community's retail recruitment and development success. Retailers have specific property requirements based on their site location criteria.A mid to high- tier retailer might show interest in a community; however,there may not be sufficient ready-to-lease properties matching their needs and brand requirements. Relationships with developers are important in these situations to capitalize on } retailer interest and opportunity. Our developer recruitment process includes the following steps: • Introductory emails and opportunity packages are sent to developers. • Personal telephone calls are placed to measure interest level. • Personal emails are sent to inform developers of the status of interested retailers and any significant market changes. A developer status report is provided with each developer's complete contact information and comments resulting from recruitment activities. i. 'fix �� � a�� �,�:. -�',�£t � �xx "The�locatlont of Sprouts Farmers ( <Marketrwas a direct result of meetings , , SScoordinated ,by The Retail Coach , between our community and site Iselector at IQSC/Recon" , ••• • 1Narren-U�nstcker, CEcD Vice Preslderit, Economic Development Broken4rr wEconomic Development € s " a.y; * n. • `.. -a 8 ICSC Recon Booth Participation Agreement Includes: -Individualized Meeting Space(at the Perimeter of the Booth)within The Retail Coach's Booth in the North Hall (40'x40'total booth size) -One(1) Booth Staff Badge (This badge will allow access to conference halls but not to any sessions or other events.) -Contact each Retailer and Restaurant on Match List to Schedule Meetings -Securing Meetings with Any Prospect is Not Guaranteed; However,Contact Information for Each Prospect Will be Provided to You to Enable You to Continue Efforts to Schedule Meetings if Necessary -Two(2) Late Afternoon Hospitality Events with Wine,Beer and Light Hors d'Oeuvres Served -Beverage Service each Day of the Conference Provided in the Booth -A Booth Greeter from The Retail Coach Team to Welcome Appointments -One(1)36" Round Pedestal Conference Table-White -Four(4) Modern Jacob Chairs—White -Two(2)Lounge Areas with Couches for Waiting Area for Guests -One(1)Custom Banner Stand Branded with Your City Name; includes Built-in Brochure Holder -One(1)Logo Mat with Your Organization's Logo for Center of Conference Table -Phone/Electronics Charging Station -Advance Preparation Support and Training Webinar in March TBD 9 PROJECT EXPECTATIONS Timeline & Pricing .......... .. .. .... __..... • croll ; 1 1* _.- Taxa • d } Y 9-" b e • REPORTING COMMUNITY TRIPS PROJECT TIMELINE The Retail Coach will The Retail Coach team will The Retail Coach is available to provide updates on a bi- I make at least three (1)site visit I begin work immediately upon monthly basis. ( to Auburn during the project. agreement of terms with a project duration of 12 months. Project Pricing Work Fees The total fee for completion of this work is $23,000, payable in two installments: a) $11,500 upon execution of the agreement; b) $11,500 upon June 30, 2020. 10 • ;,•-,,,r47iMpali • "+ �`� S `+-�w-.''r:`^.,'. x /"/'•'• ' '''`X.fr*,;/'' 'Il 1:6: "":4"...... IP ' �s fH // - "may 0.Vt:7":;. ''. 't,l'''''te0.1tt 04,,q•fig:4i.1.-.:.•i ‘',.'.5t,..::. .,.:ipiii .1:11.*:-?74.0.,,,,iiiigigil,'',-!15,0- P))7-' £ r ter.. F< �p� ,a p , .. ?� i 1;,, 4' `dy.3 �n - �? te'a`r rs. _ ri-. ' �•. .a .. % t ,,� � �� a '� � ,�- rm, r+ F �& elletal R i h r µs+x x ,v„r ,t,.'v".c�,• e �;„,,,,,,,,,w1Nottligiii y.�Sj,�y►� +^..`y,Y� t,7.: , s read°'° nw , i � .,-.,....t4+s,Y :...,,„,,,„,:,, .1'..,,,,,,,,. ,,,,,,....-,., .� , 2ik,..'4.347A-AtIi„,i.5.,...ppJyto,,,:::,,ii. :...7';'-'t •0 ��s irai :.:,,,:,,,,,-7. :rs+ "�' � e 'b.ittl.nrom:;.i, : a �' Itrt �` � � � g'q yK PLEASE CONTACT: � $ ; a m7,1111-1'''''''''';: k .F Aaron Farmer � ;.•4 �� -. President tit* Igii �- ' t .. t: 662.844.2155 _ e e: afarmer@theretailcoach.net " '�`� do ;`x ��t� 'l_'.. .� ;., Fa+S"",s,t sem" .-• '' p,,�z 2: _ -� `f' $�M. a � v a �ll s.m.. - `any ,� V PI Bui6�ing Partnerships. .41tit‘ aliNliftir,!7:1.i.'11 y z ®BtinitlnitleS. ®p"n v`w 2li V/ 3 `37 F;. .,`ale 6" {' .om " _ Presented by The Retail Coach, LLC I TheRetailCoach.net I Austin,Texas Tupelo, Mississippi EXHIBIT B COMPENSATION As compensation in consideration of the Providers performance, the City will pay the Provider fees and costs associated with the tasks identified in this contract. Compensation for this contract is not to exceed Twenty Three Thousand Dollars ($23,000.00). Payment for this contract will be as follows: • $11,500.00— Upon commencement of this contract • $10,000.00—June, 2020 • $1,500.00— December, 2020 COAIThe Retail Coach-- Retail Analysis, Profiles & Recruitment Contract 2020