HomeMy WebLinkAboutEconomic Developer Coordinator Agreement with Virtus Enterprises, LLC for Economic Development ConsultingECONOMIC DEVELOPMENT COORDINATOR AGREEMENT
BETWEEN
THE CITY OF MERIDIAN AND VIRTUS ENTERPRISES, LLC
THIS AGREEMENT, effective this 21 day of December, 2006, by and between the
CITY of Meridian, a municipal corporation organized under the laws of the State of Idaho,
hereinafter referred to as "CITY", 33 East Idaho Avenue, Meridian, Idaho 83642, and VIRTUS
Enterprises LLC doing business and hereinafter referred to as "VIRTUS", 2043 E. Redwick,
Meridian, Idaho 83642, a limited liability corporation organized under the laws of the State of
Idaho.
1. Scope of Services: VIRTUS has designated a primary team to serve the needs of
this Agreement. That team is identified as:
Phil Stiffler, Sr. -- Project Team Leader
Josh Grant Project Execution Specialist
Phil Stiffler, Jr. — Founder and CEO, VIRTUS Enterprises, LLC
Shaun Wardle — Executive Vice President
The team shall be the CITY's contact and shall be accountable to the City and the
conditions of this Agreement. Any changes to the make-up of the four (4)
designees or the designated roles as defined shall require the Mayor and Council
consent. The CITY is aware and does contemplate that VIRTUS will hire other
personnel and contract with other resources to serve the needs of this Agreement.
Those decisions shall remain within the discretion of VIRTUS.
A copy of the RFP prepared by VIRTUS shall be incorporated by reference and
attached to this Agreement. A Scope of Work prepared by VIRTUS is attached to
the Agreement and is hereby incorporated by reference.
VIRTUS shall perform all services, made a part of this Agreement and may
receive additional duties as assigned that are consistent with the intent and.
objectives of this agreement. If VIRTUS believes the additional duties are outside
the scope of the Agreement they must raise that issue to the Mayor as soon as
reasonably possible. VIRTUS shall act under the direction and at the pleasure of
the Mayor and CITY Council. They shall be responsible for coordination of the
CITY's economic development strategy, which includes downtown economic
development in cooperation with the Meridian Development Corporation (MDC)
(as it relates to commercial and industrial development).
VIRTUS's work is characterized by duties associated with planning, developing,
managing, and completing economic development projects and programs;
coordinating with business and development interests; and partnering with the
ECONOMIC DEVELOPMENT COORDINATOR AGREEMENT
BETWEEN THE CITY OF MERIDIAN AND VIRTUS ENTERPRISES, LLC ---PAG'F I of 10
business community for funding on specific projects. They will act as liaison with
CITY departments and officials; and represent the CITY where appropriate in
economic development meetings The Mayor will provide VIRTUS with
assignments in terms of broad practice, precedents, policies, and goals. Work
may be reviewed by the Mayor and/or City Council for fulfillment of program
objectives and conformance with City policy and practice.
The focus of the Economic Development Coordinator shall be around five (5)
primary areas that have been developed over the last year incorporated by
reference and attached to this Agreement:
• Corridors
• Existing Business Developments
• Positioning/Planning
• Economic Development Relationship Building
• On -Going Tracking and Support
The general nature of the work involved as the Economic Development
Coordinator shall include, but are not limited to the following areas: weekly
business visits if that can be accommodated with the Mayor's schedule,
coordinating the maintenance of a website, working on the development of the
marketing materials and the continued efforts with the Medical/Health Sciences
district (this includes working on a targeted business list for recruitment); and
follow-up with the Economic Development Council in partnering opportunities;
respond to business inquiries, Economic Development partners, developers and
their projects; the South Meridian and Ten Mile planning activities as they relate
to Economic Development and the necessary follow-up. VIRTUS will
coordinate, when appropriate, with other CITY departments such as Building,
Planning and Zoning, and the City Attorney's office. Additionally VIRTUS will
coordinate, when appropriate, with the Meridian Chamber of Commerce or the
Boise Valley Economic Partnership.
VIRTUS agrees to, and does hereby grant the CITY the rights to reproduce use
and disclose for CITY purposes, all or any part of the reports, data, technical
information and client information furnished to the CITY under this contract. All
information received by VIRTUS, during the course of this Agreement or the
preceding Agreement between VIRTUS and the CITY shall be the intellectual
property of the CITY, however obtained, and in whatever format obtained, shall
be the property of the CITY. To the extent permitted by Idaho law, such
information shall be confidential and therefore shall not be disclosed to third
parties unless permission is first obtained from the Mayor. Upon termination of
ECONOMIC DEVELOPMENT COORDINATOR AGREEMENT
BETWEEN THE CITY OF MERIDIAN AND VIRTUS ENTERPRISES, LLC -'PAGE 2 or 10
services provided under this agreement, VIRTUS shall promptly deliver all
materials and equipment received by VIRTUS to the CITY. VIRTUS shall not
retain any such materials or information in any form unless VIRTUS has received
written permission from the CITY. Nothing herein shall be construed to violate
the Idaho Public Records Act.
VIRTUS retains all rights to proprietary information received due to their existing
relationship with AspireOn, Inc., Meridian Development Corporation (MDC), or
other contracted partners. VIRTUS shall retain exclusive right to that
information. This Agreement does not prohibit VIRTUS from engaging in other
business agreements with other public or private enttities for matters unrelated to
Economic Development. The City reserves the right to limit or exclude VIRTUS
from entering into other Economic Development agreement during the term of
this Agreements with other public entities. An agreement with the MDC is
exempt from this prohibition.
VIRTUS may act as the spokesperson for the CITY in furtherance of this
Agreement, but shall coordinate that effort with the Mayor's office. The CITY
shall reserve the right to be the lead and spokesperson on any CITY related
matter. Furthermore, the CITY shall approve and may provide the letterhead and
business cards necessary for the furtherance of this Agreement to VIRTUS. If the
City provides the business cards and letterhead it shall be at the CITY's expense.
2. Time of Performance: This agreement shall become effective upon execution by
both parties, and shall expire on September 30, 2007 unless earlier terminated or
extended.
3. Indemnification and Insurance: VIRTUS shall indemnify and save and hold
harmless CITY from and for any and all losses, claims, actions, judgments for
damages, or injury to persons or property and losses and expenses caused or
incurred by VIRTUS, its servants, agents, employees, guests, and business
invitees, and not caused by or arising out of the tortious conduct of CITY or its
employees. VIRTUS will provide services to the CITY and shall be liable for all
acts of their employees while upon the premises of the CITY. Additionally,
VIRTUS shall maintain Workers Compensation Insurance, in the statutory limits
as required by law. VIRTUS shall provide the CITY with a Certificate of
Insurance, or other proof of insurance evidencing VIRTUS's compliance with the
requirements of this paragraph and file such proof of insurance with the CITY. In
the event the insurance minimums are changed, VIRTUS shall immediately
submit proof of compliance with the changed limits. Evidence of all insurance
shall be submitted to the CITY Clerk with a copy to Meridian CITY Accounting,
33 East Idaho Avenue, Meridian, Idaho 83642. The CITY will further indemnify
VIRTUS for any losses, claims, actions, or acts by the CITY, its agents or
employees, taken in furtherance or related to the information provided from
ECONOMIC DEVELOPMENT COORDINATOR AGREEMENT
BETWEEN THE CITY OF MERIDIAN AND VIRTUS ENTERPRISES, LLC—PAGE 3 of 10
VIRTUS. VIRTUS shall not be liable to the CITY and the CITY shall hold
VIRTUS harmless for acts or omissions related to Economic Development efforts
done prior to the effective date of this Agreement.
4. Independent Contractor: In all matters pertaining to this agreement, VIRTUS shall
be acting as an independent contractor, and neither VIRTUS nor any officer,
employee or agent of VIRTUS will be deemed an employee of CITY. VIRTUS shall
maintain offices separate from the CITY. VIRTUS may have access and use of
CITY conference rooms for meetings in furtherance of this Agreement. Any contacts
that originate with the CITY in regards to Economic Development will be transmitted
and communicated to VIRTUS in the most efficient and expeditious manner.
5. Reporting Relationships: VIRTUS shall be compensated for their consulting
services pursuant to and specified in attached Exhibit "A." For the purposes of
contact for compliance with this Agreement VIRTUS may deal exclusively with:
Mayor Tammy DeWeerd
City of Meridian
33 E. Idaho
Meridian, ID 83642
At the Mayor's direction any information may be simultaneously transmitted to
the Mayor's staff.
6. Reporting: VIRTUS agrees to prepare and furnish a monthly activity report for
payment of services by the CITY. The report shall consist of information that can
be disseminated to the public and show the progress towards each of the five (5)
primary areas described in paragraph 1.
The first report shall be due at the end of January, 2007 and at the end of each
subsequent month thereafter.
VIRTUS further agrees to meet, at a minimum of, every other week with the
Mayor to discuss progress and activities performed. In general the status report
for this meeting will include details regarding: contacts made; inquiries regarding
-new or expanding business, fielding of the original call, number of calls to
collect information, material/packet sent, follow-up on status, etc.
VIRTUS further agrees to provide a quarterly summary presentation to the City
Council in a public meeting of progress and accomplishments related to the
fulfillment of the terms of this Agreement.
ECONOMIC DEVELOPMENT COORDINATOR AGREEMENT
BETWEEN THE CITY OF MERIDIAN AND VIRTUS ENTERPRISES, LLC - PAGE 4 of 10
7. Compensation: VIRTUS will receive a retainer of $7650.00 per calendar month
for all services within the Scope of Services and accompanying attachments and
incorporated herein by reference. If expectations are not being met by either parry
then the parties may Meet and Confer as contemplated by this Agreement.
VIRTUS shall be responsible to provide a summary activity report of services
provided on a monthly basis as described in paragraph 6. VIRTUS will be paid
monthly. If this Agreement is entered into or terminated within a calendar month
VIRTUS shall be entitled to a pro -rated portion of payment for that month.
It is contemplated by the parties that VIRTUS may incur necessary expenses in
the performance of their duties under the terms of this agreement. It is agreed
upon by the parties that such day-to-day expenses include, but are not limited to,
office supplies, general copying, and postage, business related types of expenses
are included in the monthly retainer. The CITY will reimburse for previously
authorized color copying and mailing of marketing materials. The CITY may also
consider reimbursement for extraordinary expenses. This shall include but is not
limited to large scale copying for mass mailings, development and printing of new
marketing materials, conducting large scale seminars or workshops, travel outside
of Ada or Canyon County for activities of such magnitude that they could not
have been included in this Scope, but further the Economic Development intent of
this Agreement. Any such request for reimbursement of extraordinary expenses,
including but not limited to travel outside of Ada or Canyon County, and the
associated registrations, fees, or costs of attending seminars, institutes, or
conferences shall be brought separately for consideration before the City Council
for specific authorization prior to incurring the expense. All appropriate receipts
must be provided for reimbursement after approval.
8. Notices: Any and all notices required to be given by either of the parties hereto,
unless otherwise stated in this agreement, shall be in writing and be deemed
communicated when mailed in the United States mail, certified, return receipt
requested, addressed as follows:
City of Meridian
33 E. Idaho Avenue
Meridian, Idaho 83642
ATTN: MAYOR'S OFFICE
VIRTUS
2043 E. Redwick
Meridian, Idaho 83642
ECONOMIC DEVELOPMENT COORDINATOR AGREEMENT
BETWEEN THE CITY OF MERIDIAN AND VIRTUS ENTERPRISES, LLC - PAGE 5 OF 10
Either party may change their address for the purpose of this paragraph by giving
written notice of such change to the other in the manner herein provided.
9. Attorney Fees: Should any litigation be commenced between the parties hereto
concerning this Agreement, the prevailing party shall be entitled, in addition to
any other relief as may be granted, to court costs and reasonable attorneys' fees as
determined by a Court of competent jurisdiction. This provision shall be deemed
to be a separate contract between the parties and shall survive any default,
termination or forfeiture of this Agreement.
10. Time is of the Essence: The parties hereto acknowledge and agree that time is
strictly of the essence with respect to each and every term, condition and provision
hereof, and that the failure to timely perform any of the obligations hereunder
shall constitute a breach of, and a default under, this Agreement by the party so
failing to perform.
11. Assignment: It is expressly agreed and understood by the parties hereto, that
VIRTUS shall not have the right to assign, transfer, hypothecate or sell any of its
rights under this Agreement except upon the prior express written consent of
CITY.
12. Discrimination Prohibited: In performing the Services required herein,
VIRTUS shall not discriminate against any person on the basis of race, color,
religion, sex, national origin or ancestry, age or disability.
13. Reports and Information: At such times and in such forms as the CITY may
require, there shall be furnished to the CITY such statements, records, reports,
data and information as the CITY may request pertaining to matters covered by
this Agreement.
14. Audits and Inspections: At any time during normal business hours and as often
as the CITY may deem necessary, there shall be made available to the CITY for
examination all of VIRTUS'S records with respect to all matters covered by this
Agreement. VIRTUS shall permit the CITY to audit, examine, and make excerpts
or transcripts from such records and to make audits of all contracts, invoices,
materials, and other data relating to all matters covered by this Agreement.
15. Publication, Reproduction and Use of Material: The CITY shall have
unrestricted authority to publish, disclose and otherwise use, in whole or in part,
any reports, data or other materials prepared under this Agreement that are
property of the CITY. VIRTUS does use material prepared and copyrighted for
ECONOMIC DEVELOPMENT COORDINATOR AGREEMENT
BETWEEN THE CITY OF MERIDIAN AND VIRTUS ENTERPRISES, LLC - PAGs 6 or 10
their use in furtherance of this Agreement and contain proprietary information that
derives separate individual economic value to VIRTUS. Those documents may
not be reproduced without the express written consent of VIRTUS. Documents
that are restricted by this condition must be clearly marked and identified by
VIRTUS to claim this exclusion. Said proprietary materials shall remain the
property of VIRTUS and utilization of such proprietary materials by the CITY
outside of this Agreement or ongoing beyond the term of this Agreement would
require a separate licensing agreement to be entered into by the parties.
16. Compliance with Laws: In performing the scope of services required hereunder,
VIRTUS shall comply with all applicable laws, ordinances, and codes of Federal,
State, and local governments.
17. Changes: The CITY may, from time to time, request changes in the Scope of
Services to be performed hereunder. Such changes, including any increase or
decrease in the amount of VIRTUS' S compensation, which are mutually agreed
upon by and between the CITY and VIRTUS, shall be incorporated in written
amendments to this Agreement.
18. Renewal: No less than one hundred and twenty (120) days prior to the end of this
Agreement VIRTUS may notify the CITY of their desire to enter into a new
agreement with the CITY. Failing to do so is not a bar to a new agreement, but
may be considered by the CITY in their decision. The CITY may request
information regarding any requested changes to the proposed Agreement upon
renewal including but not limited to Scope of Work and Compensation. The
Notice of desire to enter into a new agreement and the CITY's request for
information regarding changes to the agreement does not bind either party to a
final agreement. It is contemplated by both parties to this Agreement that the
intent of the Notice and Request are merely for exploratory purposes and both
parties will have to enter into formal negotiations and consensus prior to the
entering into a new Agreement.
19. Termination:
For Cause: If, through any cause, VIRTUS, its officers, employees, or agents
fails to fulfill in a timely and proper manner its obligations under this Agreement,
violates any of the covenants, agreements, or stipulations of this Agreement,
falsifies any record or document required to be prepared under this agreement,
engages in fraud, dishonesty, or any other act of misconduct in the performance of
this contract, the CITY may immediately terminate this agreement with notice to
VIRTUS. An accounting pursuant to this agreement can then occur to assure that
proper payments or credits are accomplished.
ECONOMIC DEVELOPMENT COORDINATOR AGREEMENT
BETWEEN THE CITY OF MERIDIAN AND VIRTUS ENTERPRISES, LLC -PAGE 7 OF 10
Without Cause: If the Mayor and the City Council determine that termination of
this Agreement is in the best interest of CITY, the CITY shall thereupon have the
right to terminate this Agreement by giving written notice to VIRTUS of such
termination and specifying the effective date thereof at least thirty (30) days
before the effective date of such termination. The City Council may also
unanimously, without the consent of the Mayor, terminate this agreement without
cause subject these provisions.
VIRTUS may also terminate this agreement at any time by giving at least thirty
(30) days notice to CITY. If the termination is within a calendar month the period
of time shall extend to the end of the month beyond the thirty days.
In the event of any termination of this Agreement, all finished or unfinished
documents, data, and reports prepared by VIRTUS under this Agreement shall, at
the option of the CITY, become the CITY's property, and VIRTUS shall be
entitled to receive just and equitable compensation for any work satisfactorily
complete hereunder. This shall include a pro -rated portion of the contract to the
end of the termination period.
Notwithstanding the above, VIRTUS shall not be relieved of liability to the CITY
for damages sustained by the CITY by virtue of any breach of this Agreement by
VIRTUS, and the CITY may withhold any payments to VIRTUS for the purposes
of set-off until such time as the exact amount of damages due the CITY from
VIRTUS is determined. This provision shall survive the termination of this
agreement and shall not relieve VIRTUS of its liability to the CITY for damages.
20. Construction and Severability: If any part of this Agreement is held to be
invalid or unenforceable, such holding will not affect the validity or enforceability
of any other part of this Agreement so long as the remainder of the Agreement is
reasonably capable of completion.
21. Entire Agreement: This Agreement contains the entire agreement of the parties
and supersedes any and all other agreements or understandings, oral of written,
whether previous to the execution hereof or contemporaneous herewith. The
parties also understand that VIRTUS has an existing Agreement with the MDC
that is authorized by the CITY. The CITY may contract with VIRTUS to perform
other functions not included in the Scope of Services of this Agreement. Any
such contemporaneous agreements shall also be in writing and may be
substantially similar to this Agreement.
ECONOMIC DEVELOPMENT COORDINATOR AGREEMENT
BETWEEN THE CITY OF MERIDIAN AND VIRTUS ENTERPRISES, LLC -PAGE 8 of 10
22. Applicable Law: This Agreement shall be governed by and construed and
enforced in accordance with the laws of the State of Idaho, and the ordinances of
the CITY of Meridian.
23. Meet and Confer: The parties to the Agreement hereby agree to meet and confer
regarding any disputes that may arise in the course of this Agreement and to seek
consensus. This provision shall not apply if the CITY wishes to terminate this
Agreement for cause. If consensus cannot be reached then the parties have not
waived any available remedies available by law or this Agreement, up to and
including termination of this Agreement.
24. Approval Required: This Agreement shall not become binding until signed by
VIRTUS, approved by the City Council, signed by the Mayor and attested by the
City Clerk of Meridian. The parties agree that the effective date of this
Agreement shall be from December 21, 2006.
Dated this day of 9200
VIRTUS Enterprises, LLC
Dated thisday of , 200 7
IQ I axels uI ; n _ L
BY:
TAMMY I)EaXAD, MAYOR
, o,,e-zl 1'7 � �.�. 1-2-07
ECONOMIC DEVELOPMENT COORDINATOR AGREEMENT
BETWEEN THE CITY OF MERIDIAN AND VIRTUS ENTERPRISES, LLC -PAGE 9 of 10
Xof
Dated this day of vdiAcc �z , 2007
Attest:
WILLIAM G. BERG,
CITY CLERK � ).,4 -
ECONOMIC DEVELOPMENT COORDINATOR AGREEMENT
BETWEEN THE CITY OF MERIDIAN AND VIRTUS ENTERPRISES, LLC -PAGE 10 of 10
DRAFT
SCOPE OF SERVICES
Exhibit "A"
The following document identifies Economic Development Team Consulting Services to
be performed for the City of Meridian.
I. Project Outcome Focus Areas:
1. Business Enterprise Corridors
a. Develop marketing plans for corridors
i. Medical
ii. North: Hi -Tech
iii. Ten Mile
iv. South: Bio-Tech/Nutraceutical
b. Target development for corridor recruitment
c. Marketing materials —joint promotion and coordination between City, Private,
and MDC
d. Identify, plan, and work with appropriate City officials for infrastructure needs
e. Active and passive targeted recruitment efforts
2. Existing Business Development
a. Facilitate four meetings per month with Meridian businesses (inclusive of site
visits with the Mayor)
b. Engage participation from Meridian businesses in economic development
efforts
c. Research and identify possible capital networks for supporting economic
development
d. Plan an economic development meeting of Meridian businesses (work with
Chamber to have them coordinate this effort)
3. Positioning/Planning
a. Promote and tell the story of the City's vision and economic development
plan for excellence as directed by the Mayor
b. Coordination with Chamber on outlined plan for enhancing workforce training
and follow-up on progress
c. Communicate/update appropriate parties (Mayor, Leadership, Council, and/or
Economic Development Council) on a routine basis.
d. Routine updates/meetings and collaboration with the Mayor (twice a month)
4. Value Project Facilitation
a. Work with Development Services Manager and Building Coordinator to
facilitate quality service for building coordination issues (collaboration and
cooperation in meeting needs).
b. Identify current value projects and maintain a current/updated list of activities.
c. Work as a liaison and catalyst as needed on identified value projects to
maintain momentum and ensure projects meet their goals for development
(working collaboratively with Planning, and City Attorney's Office).
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5. Economic Development Relationship Building
a. Active participation in identified State and Treasure Valley economic
development groupstcommittees
b. Identify and proactively engage and maintain relationships with community
partnerships, MDC, Chamber, etc (public and private) who represent
significant stakeholders
c. Opportunities for joint promotion and coordination with Chamber developers,
businesses, MDC, other communities, etc
6. Ongoing Tracking & Support
a. Manage and direct economic development website updates, maintenance,
and development as needed
b. Track reasons why businesses are choosing, or not choosing, Meridian or
Idaho
c. Maintain a current list of necessary statistical database information (or access
other City departments)
d. Begin building an inventory database of businesses
11. Retainer Understanding:
A. General Retainer Assumptions and Terms:
1. Retainer will be prepaid on a monthly basis and deemed due upon the 18t of
every month.
2. Monthly Retainer - 7 500/month
III. Expenses
Out of pocket expenses directly incurred in association with performing the services
as outlined above will be submitted to the City for reimbursement. Expenses are
anticipated to include, but are not limited to: luncheon/meetings costs for attendance
at approved meetings/sessions (i.e. BVEP, State Economic Meetings, etc), and
tradeshows. As directed, approval will be obtained from the City prior to incurring
expenses.
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CITY OF
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14
IDAHO
1903
Proposal and Statement of
Qualifications:
Economic Development
Coordination Services
November 13, 2006
Economic Development Coordination Selection -Committee
City of Meridian
c/o Will Berg, City Clerk
Meridian City Hall
33 East Idaho Avenue
Meridian, Idaho 83642
RE: Economic Development Coordination Services — Proposal and Statement of Qualifications
Dear Selection Committee,
Virtus Enterprises is pleased to submit this statement of qualifications for Economic
Development Coordination Services to the City of Meridian. Our team approach and extensive
experience/knowledge will provide the coordinated resources for proactive execution to further
the City's goals for economic excellence. These professional services will provide a catalyst
support team for the City's ongoing initiative of being "Built for Business and Designed for
Living".
Our team resides in Meridian, and has worked closely with community leaders, various
stakeholders, and City leadership and staff to further the economic viability of our fast growing
City. We are committed to supporting the City's focus for ongoing managed economic growth
and positive economic stability. The time is now to effect changes and take the Economic
Development initiatives to another level of professional services. Meridian's economic
landscape will prosper through planned diversification and value added job growth while
supporting existing, emerging, and new businesses (targeted quality recruitment).
Our firm belief is that the City has spent the last several years building a solid foundation for a
forward focused and strategic execution plan. At the direction of the Mayor and Council, our
approach will include integration of current coordinated efforts and resources to achieve
measurable results.
Virtus Enterprises brings to the City of Meridian experience not only in economic development,
but specific experience in leadership development, relationship management, real estate
finance, municipal planning, strategic planning, project design/execution, construction
management, and financial accountability. In addition to these competencies, our team has solid
knowledge of the planning and development process in Meridian inclusive of relationships with
staff performing these functions. Team members also bring strong relationships and experience
in working with Cities, Counties, Chambers, State and Federal agencies, businesses and
related stakeholders related to Economic Development. This includes direct experience with
such entities impacting, partnering, and working with the City of Meridian.
We look forward to the opportunity for collaborative discussion of our presentation and the
potential for working with the City to achieve desired objective.
Sincerely,
Phil Stiffler Sr
Excellence Catalyst
TABLE OF CONTENTS
Section 1—Qualifications & Experience of 4
Staff Assigned to Project
1.1—Description of Firm 5
1.2—Firm Qualifications 6
1.3—Project Responsibilities
9
1.4—Consultant Team
10
Section 2—Relevant Experience
13
2.1—Relevant Projects
14
2.2—Letters of Reference
19
Section 3 --Proposed Approach
26
Section 4—Appendix
28
4.1—Resumes
29
4.2—Relationship Disclosure 36
4.3—Client List 37
4.4—Program Sample 38
3
Section 1
Qualifications & Experience of Staff
Assigned to Project
Qualifications & Experience of
Staff Assigned to Project
Section 1.1—Description of Firm
Section 1.2—Firm Qualifications
Section 1.3—Project Responsibilities
Section 1.4—Consultant Team
4
Section 1.1
Description of Firm
Virtus Enterprises LLC was established in the state of Idaho with its headquar-
ters and primary offices located in Meridian. Virtus is a recently established sis-
ter entity to AspireOn.com Inc., a long standing and well established perform-
ance consulting organization. The Stiffler Family, as the principals and owners
of both entities, established Virtus as an independent entity to focus on out-
sourced management execution services.
As a related entity to AspireOn, Virtus has the benefit of drawing on the estab-
lished expertise, capabilities, and project management knowledge of AspireOn.
Virtus Enterprises will provide the City of Meridian with proven competencies,
methodologies, and experience coupled with focused leadership execution nec-
essary to align resources for achieving goals and success.
The overall capabilities and talent resources of the Virtus Team augment the
attributes of our Project Team Leader. This will provide the City with valuable
access to the strategic resources and support of a collaborative team with di-
verse capabilities. Resumes and background information on a selection of core
team members is provided in this packet.
Virtus has identified an outcome and local community motivated Project Team
Coordinator with proven management capabilities, a demonstrated commitment
and passion in support of the City's vision. As the Project Team Leader, Phil
Stiffler Sr. will serve as the primary coordination liaison with the Mayor. He will
bring accountability, enthusiasm, and the leadership courage to drive identified
initiatives to accomplish the City's goals. In addition, Virtus Team members
Josh Grant, Phil Stiffler Jr., and Shaun Wardle have been selected to provide
the primary execution efforts to assist Phil in this endeavor. These individuals
share the same passion and commitment to the Meridian Community and also
possess substantial experience engaging public and private sector entities.
We recognize, appreciate, and look forward to addressing the opportunities,
challenges, and responsibilities facing the City of Meridian. Virtus is uniquely
qualified to meet challenges that may arise in performing the proposed contract
and is committed to allocating, as needed, the appropriate team expertise and
resources to drive results and achieve the identified objectives. The Virtus
Team is anxious for the opportunity to provide accountable and coordinated
management services consisting of achieving the vision for economic excel-
lence.
til
Section 1.2
Firm Qualifications
Economic Development — Extensive and diverse background in all multi-
faceted aspects of meaningful economic development, growth, value added
business recruitment (job creation), infrastructure support planning, and assis-
tance to existing and emerging businesses. Experience includes working with
economic development entities, direct business recruitment activities, visioning/
strategic planning with Cities, supporting and implementing marketing strate-
gies, and consulting/financing support to businesses. Specific related accom-
plishments and activities in support of qualifications are summarized below:
• Demonstrated integration experience for developing collaborative relationships for economic develop-
ment between cities, counties, educational institutions, chambers, developers, other governmental
agencies, and stakeholders.
• Extensive background in working with Cities in overall strategic planning inclusive of alignment/
integration for meaningful economic development initiatives to benefit of overall stakeholders.
• Direct continued consulting on a national basis (traveling and supporting execution efforts) with entities
in food related manufacturing processing and inspection products, distribution businesses, pharma-
ceutical inspection, interactive technology deployment, entertainment venue industry, and marketing
services for diverse enterprises.
• Extensive experience working with emerging companies and educational institutions on transferring
technology to the private enterprise.
• Development of concentrated forecasting models based on historical data.
• Effective budget preparation and execution.
• Specific knowledge of municipal financing and budget process.
+ Annual budgeting processes streamlined and measured monthly after approval.
• Significant efforts managing transactions relating to real estate acquisition and financing.
+ Interim construction financing and long-term debt structuring.
• Experience with both private equity and institutional lenders.
Strategic Planning — The Virtus Team has over 50 years of results -based stra-
tegic planning/positioning experience. Virtus goes beyond traditional ap-
proaches to strategic planning. Our strategic positioning services encompass
implementing a dynamic positioning capability that allows an organization to
identify and target opportunities as well as rapidly adapt to new challenges or
changing markets/business assumptions.
• Provided department specific and organization -wide strategic positioning and execution efforts to out-
line objectives, action items, and facilitate accountability for the present and future in both public and
private organizations.
• Delivered focused and results oriented strategic positioning for economic development efforts for sev-
eral Cities (working with all stakeholders to help prioritize and focus initiatives).
• Actively engaged on major projects working with emerging companies, educational institutions, and
governmental agencies on transferring technology to the private enterprise.
• Developed targeted marketing planning for focused quality job growth.
• Workforce development, strategic planning, and implementation.
Section 1.2
Firm Qualifications
Project Execution — The referenced Virtus team represents over 50 years in
proven project leadership capabilities garnered from leading a wide range of
functional and cross disciplinary teams. The Virtus Team has successfully im-
plemented and managed strategic and operational management processes for
entities inclusive of business enterprises, municipalities, real estate developers,
and public utilities. With a focus on strategic/operational execution we have es-
tablished a reputation for driving operational results by:
• Implementing a proven project execution process that identifies goals, objectives, and accountabilities
based on organizational capabilities and stakeholder/customer feedback.
• Meeting deadlines, driving outcomes, and overcoming challenges.
• Translating strategic goals to daily accountability and performance management.
• Practicing proactive communication and conflict resolution.
• Harnessing anticipatory and contingency thinking concepts and processes.
Leadership & Communication — Virtus takes a proactive role to internal and
external communication of necessary information to ensure effective dissemina-
tion and coordination of data as well as a collaborative approach to problem pre-
vention/resolution. Our team consists of breakthrough/innovative leaders, pos-
sessing leadership courage and dynamic communication abilities as well as
strong anticipatory and strategic thinking competencies with the capability to
drive performance, change, and excellence.
• Consulted on and directly lead the development, management and implementation of regional and
national marketing campaigns ranging from new product/service launches to complete corporate re-
branding efforts.
• Close work with Public Relations agencies designed to implement public awareness campaigns.
• Facilitate strategic positioning and visioning sessions with City Councils, Boards of Commissioners,
and Boards of Directors.
• Keep client leadership well informed with concise and focused summary data to help make timely and
well informed decisions and support a results driven environment.
• Communication efficiencies, including effective web -site design and update.
• Public Speaker Series Delivery --Community groups such as Chamber of Commerce, Kiwanis, and
Rotary.
• Direct lobbying interface with governmental agencies.
• Demonstrated track record for proactive communication of efforts with internal staff and external stake-
holders.
• Brand, image, and product messaging conceptualization and development.
• Strategic and tactical marketing communications.
• Results driven, targeted marketing/advertising, and promotions activities.
bI
Section 1.2
Firm Qualifications
Relationship Management — Virtus has proven capabilities in managing rel a
tionships with clients.
• Professional track record of accountability and exceptional customer service
• Proactive communication and coordination with related parties to build mutually beneficial solutions.
• Integrity and values based honest engagements in order to build long term relationships
• We consider our clients as partners and strive to achieve common objectives with them
• We celebrate the successes of our clients
• We believe in hard work, due diligence, and continued learning in order to maintain insight, anticipate
needs. and prepare for opportunities, in order to achieve positive results for our clients.
• We maintain our values and commitment to the clients of our clients
Section 1.3
Project Responsibilities
Below is a list of the key responsibilities, divided into three levels—A, B, and C.
Below each responsibility are the individuals that will be assigned to execute the
identified responsibility. Individual qualifications are identified in Consultant Team
Bios located in Section -1.4 and in resumes located in the Appendix, Section 4.1.
All such activities will be coordinated with City officials and staff to allow for timely
communication and professional customer service.
*Virtus has access to a number of internal and contracted resources with the rele-
vant experience and proven capabilities to perform the identified functions. Such
resources will be allocated strategically to this project to accomplish overall objec-
tives and performance expectations.
9
Strategic
Developer
Employer
Project
Execution
Strategic
Engagement
Execution
(i.e. real estate
Marketing
&
development and
Recruitment
Level A
reuse
Phil Stiffler Sr
Phil Stiffler Sr
Josh Grant
Phil Stiffler Jr.
Phil Stiffler Sr
Josh Grant
Shaun Wardle
Josh Grant
Phil Stiffler Jr
Stakeholder Communication
Developer Relationship
Management
Level B
Josh Grant
Virtus Execution Support Personnel*
Virtus Execution Support Personnel*
Phil Stiffler Sr.
Support Functions
Trends -- Market Analysis – Database Mgmt – Website Mgmt
Level C
Virtus Execution Support Personnel*
All such activities will be coordinated with City officials and staff to allow for timely
communication and professional customer service.
*Virtus has access to a number of internal and contracted resources with the rele-
vant experience and proven capabilities to perform the identified functions. Such
resources will be allocated strategically to this project to accomplish overall objec-
tives and performance expectations.
9
Section 1.4
Consultant Team
Phil Stiffler Sr — Project Team Leader
Phil has over thirty years of broad based business management, corporate
banking, and consulting experience. He has delivered and implemented fo-
cused services related to proactive engagement, performance coaching,
team collaboration, leadership enhancement and strategy execution. Phil's
client experience includes diverse business enterprises, service organiza-
tions, public utilities, government entities, financing sources and real estate/
economic development related entities. His background includes direct
hands-on experience and initiatives regarding overall Economic Develop-
ment and Business Recruitment success. His banking/finance background
includes corporate financing for national and regional organizations and SBA
and various governmental grants and programs for communities and eco-
nomic development initiatives.
He has continued to build relationships, establish buy -in and ownership, and
overall enthusiasm with the people engaged. This effort has translated to op-
timum performance and accountability for results. He has made a personal
commitment to Leadership Enhancement initiatives, coaching leaders to
demonstrate leadership courage and take the responsibility for "telling the
story" for their organization.
Examples of direct experience and exemplified accomplishments in Eco-
nomic Development related activities are bulleted below:
• Team leader on successful recruitment of Hewlett Packard to their Liberty Lake, Wash-
ington location. Direct marketing and relationship building efforts for over a year in com-
petition with other possible locations.
• Over six years of focused national account marketing and client management to major
Fortune 500 companies across the U.S. inclusive of providing comprehensive financial
services (cash management, corporate financing, international banking, investment al-
ternatives, and M&A support) to these same entities. Demonstrated success in growing
overall portfolio, relationship enhancement, and recruiting the business of these enter-
prises.
• Principal catalyst for formation of one of the first Economic Development entities (as
separate entity) from the Chamber of Commerce in Western U.S. Initial Board Member
of this entity.
• Primary overall consultant for over three years for a major resort and condominium de-
velopment in Hawaii -oversight for planning, legal issues, financing, relationship with gov-
ernmental entities, and overall execution.
• Direct management of a diversified mortgage banking operation inclusive of underwriting
and placement experience for multi -family, commercial, residential, and condominium
projects. 10
Section 1.4
Consultant Team
Josh Grant Project Execution Specialist
Josh possesses over 9 years of successful background in relationship sales,
marketing and management as well as project management. With over 6
years with Virtus/AspireOn, he has assisted in the strategic positioning/
planning process of multiple clients – developing a new strategic positioning,
execution, and accountability process for clients to translate their plan into
results. He has worked with both public and private organizations in various
process innovation efforts to evaluate and identify new methods to maximize
resources, reduce costs, and performed market opportunity. As a results ori-
ented project manager, he frequently exceeds client expectations (timelines
and deliverables).
Josh is currently serving as a member of the MDC and City Wireless commit-
tee, providing valuable research and input to the overall implementation of
the downtown wireless initiative.
In previous positions, Josh has been recognized with several awards for pro-
duction/results. These awards include "Best in Class", Top 20 "rookie" loan
officer (nationally), and "A" team.
Phil Stiffler Jr.— Founder and CEO Virtus Enterprises LLC
With over a decade of results based experience in strategic implementation,
change management, project execution, and business leadership/
management Phil has assisted numerous private and public sector organiza-
tions in driving positive performance. As a Co -Founder of AspireOn Inc. he
has been instrumental in implementing leadership, strategic planning, project
execution, and performance processes for manufacturing, software develop-
ment and information services companies as well as numerous municipalities
and public utilities. As a founder of Virtus, Phil is utilizing his proven leader-
ship, business development, and strategic implementation expertise to drive
growth and optimized performance for Virtus clients through outsourced proc-
ess management. With regard to the proposed Meridian Development Coun-
cil project, his capabilities and experience will provide valuable input and ef-
fort, as needed to augment the Virtus team, in regard to strategic planning,
operational management, marketing, project execution, and business recruit-
ment.
11
Section 1.4
Consultant Team
Shaun Wardle—Executive Vice President
"Leadership" is the phrase most commonly used to describe Shaun's personal
philosophy. He believes in empowering those on the team, while leading from the
front. Results cannot be derived simply through delegation, they must be earned
with hard work and performance. Interacting with Shaun may at times push con-
ventional limits of expectation, but the rewards and results continue to materialize.
Graduating from Meridian High School and completing his undergraduate degree
at the University of Idaho provide Shaun with a solid background in business phi-
losophy. The balance of exceptional professional achievement and strong com-
munity leadership make him the ideal candidate for Project Manager of the MDC
contract.
Professionally, Shaun is currently the Chief Operations Officer of the Idaho Ath-
letic Club. In his tenure, the company has grown from 2 locations to 8, and from
90 employees to over 300. Shaun's focus on building new facilities begins with
real estate selection and market research. Shaun has had direct dealings in the
entitlement process with the cities of Boise, Eagle, Meridian, and Caldwell, along
with ACHD, ITD, Army Corp of Engineers, and all local Utility providers.
Elected to the Meridian City Council in 2003, Shaun's tenure in office has focused
on economic development and investment in public safety. The Council elected
him as President in January of 2005. Achievements Shaun has been involved in
at the City include creating a new partnership with Lakeview Golf Course, site se-
lection and planning of a new City Hall facility, determination of a downtown trans-
portation model, along with work on many parks including a partnership with
P.A.L. at Heroes. Various board and commission appointments on behalf of the
City include the Meridian Development Corporation, Ada County Air Quality
Board, and the Parks and Recreation commission.
Shaun's many awards include the Idaho Business review 40 under 40 Most Ac-
complished Individuals (2005), Meridian Chamber of Commerce nomination for
Outstanding Business Person of the Year (2006), and Small Business of the Year
(Idaho Athletic Club 2001).
12
Section 2
Relevant Experience
Relevant Experience
Section 2.1 ---Relevant Projects
Section 2.2—Letters of Reference
13
Section 2.1
Relevant Projects
City of Richland
505 Swift Blvd
Richland, WA 99352
Start Date: 2001
End Date: AspireOn continues to work with Senior Leadership and City Coun-
cil as requested to reinforce positive organizational performance.
Richland is a full service City that employees over 500 people and has an oper-
ating budget of nearly $200 million. AspireOn initially began working with the
City of Richland to facilitate their culture transformation/shared values efforts.
Their values identification and implementation process has provided them with
a common bond and enhanced their teamwork, environment, and decision
making efforts. AspireOn has worked with the City to provide department spe-
cific as well as overall economic development strategic positioning and execu-
tion/implementation efforts. AspireOn has also worked closely with City Coun-
cil and Senior Leadership to facilitate a common understanding of vision, mis-
sion, and objectives and focus efforts on improving overall leadership courage,
credibility, engagement, and execution to enhance strategic positioning, team-
work, and accountability.
References:
John Darrington — City Manager
Ph: 509 942 7381
Bill King — Deputy City Manager for Community and Development Services
Ph: 509 942 7583
Tony Corsi — Director of Public Safety
Ph: 509 942 7359
14
Section 2.1
Relevant Projects
City of Kennewick
210 West Sixth Avenue
P.O. Box 6108
Kennewick, WA 99336-0108
Start Date: 2003
End Date: AspireOn continues to work with the City of Kennewick as requested
to meet identified needs.
With over 60,000 residents, the City of Kennewick operates with over 350 em-
ployees and maintains a focus on building its infrastructure, developing partner-
ships, maintaining a family/fun-oriented community, and guiding growth. Since
being engaged by Kennewick, our efforts have included significant interaction
with Senior Leadership, the City Council, management at various levels, and the
Human Resource Department. Present services are centered on leadership
evaluations and coaching reference new talent recruitment and/or advance-
ment/career pathing of present staff. The City continues to use and build off of
the Strategic Planning and Implementation platform/process collaboratively de-
veloped with AspireOn's consulting support. Leadership also continues the di-
rection for reinforced Leadership Development, enhanced communication, and
supportive coaching and mentoring. AspireOn continues to provide supportive
consulting to Kennewick for accomplishment of targeted objectives. We have a
valued long term relationship with this client consistent with our approach to all
our clients. We have demonstrated performance to this client and remain com-
mitted to necessary knowledge/ongoing due diligence (valued by our clients) to
insure we are a valued resource to their performance and success.
References:
Bob Hammond - City Manager
Ph: 509 585 4251
Terry Walsh — Director of Employee and Community Relations
Ph: 509 585 4242
�5
Section 2.1
Relevant Projects
TRIDEC
Start Date: 1999
End Date: 2001
The Tri -Cities Industrial Development Council (TRIDEC) is the lead economic
development organization for Benton and Franklin Counties offering assistance
to expanding businesses in the Tri -Cities area. It is supported by private enter-
prises as well as cities, counties, and educational institutions. For approxi-
mately 24 months, AspireOn was contracted by TRIDEC to work with various
stakeholders to pursue development opportunities as well as support emerging
enterprises. Consulting services covered the following areas:
• Workforce Development strategic planning and implementation
(working with CBC, WSU, communities, stakeholders and business
enterprises).
• Assistance in the realities regarding transfer of technologies from site
to emerging enterprises (as well as direct consulting support to re-
lated entities) and private sector opportunities.
• Direct consulting support related to input for planning regarding
"assets" for economic recruitment to the area.
• Focused efforts on leadership and talent development and change
management for enterprise companies.
• Specific support and delivery of services in cooperation with the na-
tional/international HAMMER Training Center on various soft skill
training and/or execution on other programs and deliverables.
• Strategic positioning support with stakeholders of TRIDEC (i.e. utili-
ties, cities, etc.) as well as direct consulting services with HAMMER,
Fluor, DOE, Battelle, Dyncorp, HEHF, and local entities in support of
overall economic development catalyst support.
References:
Sandy Matheson -- sandymatheson@msn.com
-Board Member and Committee Chair of TRIDEC
-Presently Washington State Governor's Cabinet Member
-Manager Washington State Pension and Retirement Fund
16
Section 2.1
Relevant Projects
NoaNet
Business Office --- Chehalis
111 Devereese Road
Chehalis, WA 98532
Start Date: 1999
End Date: 2001
Northwest Open Access Network (NoaNet) is a not for profit wholesale telecom-
munications company formed by several Public Utility Districts (PUDs) in Wash-
ington to bring high-speed telecommunication services into underserved com-
munities for utility uses and use by their constituents.
AspireOn/Virtus was engaged in the 4Q of 1999 by one of the founding PUD
members of NoaNet to assist with strategic planning, solidification of member
financing, operational execution, public relations strategy, and stakeholder col-
laboration facilitation. Our efforts were vital in establishing NoaNet as a viable
entity and getting the NoaNet operation up and running. Work performed in-
cluded, but was not limited to:
• Facilitating NoaNet strategic planning sessions, inclusive of Vision
and business model definition as well as stakeholder relations and
development of member governance processes.
• Development of public-private sector partnerships for technology im-
plementation and viability.
• "Last mile" business model/solution consulting to individual Public Util-
ity members.
• Consulting relative to defining NoaNet public policy and related public
relations communications.
• Establishment of performance monitoring processes and governance
guidelines for use by the NoaNet member board in managing NoaNet
activities and accountability.
References:
James Sanders — General Manager (Benton PUD)
Ph: 509 582 1225
Gary McCollum — Manager of Broadband (Benton PUD)
Ph: 509 585 5386
17
Section 2.1
Relevant Projects
Key Technology
150 Avery St
Walla Walla, WA 99362
Start Date: 2002
End Date: Continuing involvement
Key Technology is a publicly traded corporation and a recognized global leader
in the development and manufacturing of automated inspection and material
handling systems.
AspireOnNirtus was initially engaged by Key Technology to design and imple-
ment an internal leadership development program for the organization. Our re-
sults and demonstrated capabilities resulted in an expansion of this relationship
to encompass a more active catalyst role on the part of AspireOn to assist Key
Technology on a number of fronts. These efforts ultimately resulted the suc-
cessful expansion into new geographic and business markets, an organizational
realignment driving increased accountability and responsiveness, and measur-
able improvements in organizational leadership effectiveness. Said efforts in-
clude:
• Executive level leadership development and "Future Leader" identifi-
cation and training system.
• Strategic Planning, inclusive of identification of expansion opportuni-
ties, new market opportunities, new market penetration plans, and the
defining of a new company vision and strategic focus.
• Overall organizational realignment to support greater flexibility, re-
sponsiveness, the new strategic focuses.
• New business process definition and implementation.
• New business unit ramp -up and implementation.
• Accountability system implementation, inclusive of accountability defi-
nitions, performance measurement, and manager training.
• Strategic planning process implementation and accountability system
integration.
• Project execution facilitation and management.
References:
Randy Unterseher -- Director -Global Sales Operations
Ph: 509 301 2447
Neil Burck — Strategic Accounts and Latin America
Ph: 541 480 7518
18
Section 2.2
Letters of Reference
Letters of Reference
City of Kennewick
City of Richland
Federal Highway Administration
Key Technology
ig
M 080.
ICENNEWIc
October 26, 2006 .�K
To Whom It May Concern:
Over the past few years, we have hired AspireOn under the leadership of Phil
Stiffler to guide the City of Kennewick, WA through several challenges related to
strategic planning and alignment. We have been satisfied with Mr. Stiffler's
approach and deliverables in all of those cases. In many instances, he has over
- delivered; i.e., gone above and beyond the scope of services contracted to
make certain that we were completely satisfied. I feel the following fairly
characterizes the approach and results of AspireOn during our collaborative
work:
• Good grasp of public service industry and understands the need to
balance priorities; e.g., economic vitality with citizens' perception of
quality of life issues;
• Clear and concise regarding performance targets;
• Focus on streamlined approach to meeting those targets;
• Flexibility in adapting the approach as necessary during the entire
process, especially in regards to establishing and utilizing
milestones;
• Creativity demonstrated throughout, especially in dealing with
varying personalities with varying priorities;
• Works to lowest necessary level of understanding while maintaining
the interest and involvement of those ahead of the curve;
• Meets hard deadlines, appropriately negotiates around softer
deadlines;
• Creates foundation and builds upon that with each subsequent
coaching effort.
I recommend AspireOn and Phil Stiffler without reservation to anyone desiring
help in aligning organizational priorities and establishing the systemic framework
for successfully negotiating through various challenges in delivering on those
priorities. Phil has been an important contributor to the success of the City of
Kennewick.
I can be contacted at (509) 585-4238 or robert.hammond@ci.kennewick.wa.us
for more information related to our collaborative working relationships with
AspireOn and Mr. Stiffler.
;�7
ctfully,
Bob Hammond
Kennewick City Manager
CITY MANAGER'S OFFICE
210 W. 6th Avenue • P.O. Box 6,108 • Kennewick, `\NA
(500) 585-4238 • Fax 1,509) 585-4445
www:cisichland.wa.us
November 7, 2006
OFFICE OF THE CITY MANAGER MS -04
509-942-7381 Telephone
509-942-7379 Fax
505 Swift Boulevard, P.O. Box 190 Richland, WA 99352
Telephone 509-942-7390, Fax 509-942-5666
To whom it may concern ---Potential client or contracting entity
Dear Sirs:
In 2001, 1 was hired as city manager of Richland, Washington. During my first six
months in the position, I ascertained a need to change the operating culture of the city
organization. The predominate culture in the area was heavily influenced by the U.S.
Government Hanford Nuclear Reservation which is located just north of the City, where
most of the employment base of the area is located, and from which the City gained its
political and organizational independence in 1958. Although the City has been a
separate organization since 1958, it still operated in many respects like a Hanford
satellite organization. A culture change was needed and as city manager, I needed
professional assistance to orchestrate that change. Phil Stiffler and his associates at
AspireOn were retained to assist us in identification of shared values, organizational
restructuring, leadership development and alignment of the elected leaders with the city
administration. Phil has lived in the area and understood the conditions I was working
under. He was instrumental in coaching me on how to approach needed changes,
assert staff accountability, and with repeated emphasis orchestrate a new operating
environment for the city organization.
In summary, AspireOn assisted the City with:
• Values Integration for a enhanced organizational culture and performance
• Strategic Positioning/ Leadership Direction for the City (inclusive of balanced
Economic Development integration initiatives and facilitating meetings with
various stakeholders)
• "Organizational Alignment" initiatives and action between Council (elected
officials) and Leadership
• Catalyst facilitation consulting to further collaboration between various parties
(teams and departments)
• Leadership enhancement coaching
AspireOn
November 7, 2006
Page 2
I know for a fact that I would not be as far ahead with achieving organizational change
in Richland without his assistance. Phil and his team helped raise the focus and
emphasis on cultural change and was an outside voice that said to the organization,
"You need to change the way you do business."
Please contact me at 509.942.7381 if you have any questions concerning AspireOn
qualifications and my experiences using them in Richland.
t °F r""ti U. S. DEPARTMENT OF TRANSPORTATION
FEDERAL HIGHWAY ADMINISTRATION
4� �a IDAHO DIVISION
o x 3050 LAKEHARSOR LANE, SUITE 126
e BOISE, IDAHO 63703.6217
208-334-1843
o Idaho.FHWA@fhwa.d0L9Ov
4!"A 7E9 OF
October 24, 2006
Potential Client or Contracting Entity
Attention: To Whom It May Concern
RE: Reference Letter for AspireOn/Related Entities
We hired the firm of AspireOn in 2004 to augment our efforts in improving teamwork and overall
staff performance. They were selected after a series of interviews with various firms in the Boise
area. We were very explicit in our desire to have a productive off-site workshop culminating in
more than a feel good experience.
AspireOn worked closely with us to develop an agenda that addressed our specific circumstances.
As part of their preparatory effort they attended our all employee meetings and observed
behaviors. For the workshops, their custom -crafted workshop experience led to the staff
developing a unique set of values. These values became the basis for efforts to implement change
within our local office.
They were careful to allow us to develop our own ideas rather than providing answers to us. This
created employee ownership of the results. They remained neutral during their facilitation efforts
but typically provided thought provoking comments that stimulated discussion. I saw the
eradication of some interpersonal issues between employees and a reduction of others.
When the workshop concluded, we were left with several implementation tasks. The employees
were ready to address those tasks with a rekindled excitement. A series of positive process
improvements were implemented that remain in effect today.
Based on our workshop experience, we engaged AspireOn to coach our leadership team. They
presented us with a personal evaluation document to gauge the strengths of the existing leadership
team, offered insights in understanding individual team members and presented an overall
leadership team coaching plan. The results have been excellent in gaining a better appreciation
for the talents each person brings to the team.
❑
P)
We were so satisfied with the professionalism exhibited throughout the original workshop and its
overall success that in 2006, we approached AspireOn to conduct another workshop for us. They
renewed employee contacts and have started the process of creating another customized agenda. I
am confident that we will again benefit from the combination of expertise and personal
commitment that AspireOn so aptly provides.
Sincerely,
tephe A. Moreno
Division Administrator
l TEGHNOL,OGY
October 23, 2006
RE: Reference Letter for AspireOn/ Virtus Enterprises
To whom it may concern:
I am very pleased to provide this reference letter for Mr. Phil Stiffler and his talented working
staff at AspireOn/Virtus Enterprises. Key Technology, Inc. has had the opportunity to benefit
from the professional results -based consulting services of AspireOn for over three years.
Because of the diverse business knowledge, overall integrity, and direct catalyst approach of the
firm, a continued positive impact on achievement of goals and overall performance for our
company has resulted.
Key Technology and I personally, have derived direct benefit from their supportive execution
and reality -based training in the following areas:
• Leadership Development
• Team Dynamics Performance
• Process Systems Alignment and Improvement
• Project Management for Results
• Conflict resolution and building consensus through collaboration
• Performance Management-Accountability/Systems
• Strategic Positioning and Business Execution
AspireOn/Virtus Enterprises and associates are very distinctive by virtue of their personal
commitment, solid business sense, relationship approach and contagious passion/enthusiasm for
success. Your consideration and use of AspireOn services automatically equates to a good
business decision, based on our experience.
I highly recommend their services to any entity desirous of achieving positive results and
performance optimization. I will continue to utilize their services whenever possible to assist in
my business initiatives and endeavors.
Please feel free to contact me directly as I would be pleased to provide any further information. I
can be reached by e-mail or phone at the following:
Phone: (509) 394-3371 E-mail: runterseher@key.net
Sincerely
cc ua.x.
Randall Unterseher
Director Sales Operations
Key Technology, Inc.
150 Avery Street, Walla Walla, WA 99362
Section 3
Proposed Approach
Virtus Enterprises will take a team -oriented approach to executing results for the City of Meridian.
This team approach will consist of:
• A Project Team Leader who will provide coordination of resources and serve as a liaison to the
Mayor. This position will also serve as a lead for negotiations/interactions with large companies,
strategic engagement with developers, assisting with focused recruitment, and helping formulate
strategic marketing and planning efforts.
• Project Team support to provide input and value on individual specialties as needed to accom-
plish goals and objectives and deliver results. This will include overall project execution, which
may consist of business recruitment, developer execution management, employer relations,
coordination with educational institutions, collaboration with City staff and public/private agen-
cies as necessary, marketing, grant responses, and representation at trade shows. This will
also include managing new and existing developer relationships.
• Administrative support from the Project Team (Virtus Execution Support Personnel) to prepare
reports and assemble marketing materials as well as coordinate website updates, maintain an
economic development database, and conduct research. This individual will also assist with
stakeholder communication and managing developer relationships (new and existing).
Enclosed in this section are visual representations of Virtus Enterprises':
• Team Approach to Contract
• Outcome Process Flowchart
26
Engage
V111LIS 1 i -,M
O,,%,CI 1".110
Plan t i ,' Communicate
Act
Drive
Section 4
Appendix
Appendix
Section 4.1—Resumes
Section 4.2—Relationship Disclosure
Section 4.3—Client List
Section 4.4—Program Sample
28
Section 4.1
Appendix—Resumes
Resumes
Phil Stiffler Sr
Josh Grant
Phil Stiffler Jr
Shaun Wardle
Sol
rnii snore. Sr
Professional 1999 -Present AspireOnNirtus Enterprises Meridian,
Principal/Owner and CEO -Excellence Catalyst
Sr. Consultant and Chief Storyteller
Joint Development of proprietary programs to enhance
organizational and talent performance
Established credibility and diversified client base for these
services:
o Leadership Development
o Organizational Alignment
o Culture and Values Implementation
o Performance Enhancement Programs
o Strategic Positioning
o Team Enhancement/Collaboration
o Change Management Initiation
o Project Management Training
o Executive Coaching
o Targeted Management Recruitment
o Process Improvement
o Diverse Customized Training Programs
o Leadership/Team Retreats
(Clients include private and public entities on a regional and national
basis inclusive of diverse business enterprises, major governmental
contractors, cities, governmental agencies, and service
organizations)
■ Presently providing (Virtus) outsourced direct management
services for various business enterprises.
1980-1999 Business Consulting/Contracted
Management
Business Consulting/Results -based for Client Success
■ Consulting and contracted management services included:
o Strategic Financial Planning
o Business Plan Development and Execution
o Preparation and representation in obtaining financing
o Development of Marketing and Sales Plans
o Implementation of Organizational Restructuring
o Management Coaching
o Developing and Solidifying Strategic Alliances
o Risk Management Consulting
o Development of staff training plans
o Contracted sales and marketing of a service or product
o Change Management
o Merger and Acquisition Consulting and Implementation
o Contracted overall Management of various enterprises
o Business Performance Improvement
o Business Diversification Execution Planning
o Integrated Strategic Planning and Execution
o Offsite Leadership Team Retreats
30
o Development and Presentation of Products and Services to
client's prospective customers
o Specific Project management of a Special Project for clients
(Entities receiving these services over these nineteen years included
banks, media/marketing firms, manufacturers, radio stations, mortgage
companies, diverse retailers, automobile dealers, restaurants, distributors,
vending and wholesalers, contactors, real estate developers, technology
companies, advertising agencies, equipment leasing companies, diverse
holding companies, software firms, hospitals and medical related
providers, food brokers, insurance providers, accounting firms ---
inclusive of existing, emerging, and start-up ventures).
1971-1980 Banking Portland, Spokane, Seattle
Diverse Progressive Experience
■ Executive Management Trainee
■ Common Trust Fund Manager
■ Accounts Receivable Financing Specialist
■ Credit Examiner and Financial Analyst Bank Acquisitions
■ A.V.P and National Accounts Manager
■ V.P. National Accounts and Correspondent Banking
■ Corporate Banking Division Director
(National Accounts, Cash Management, Int'I Banking, and
Correspondent Banking -Member of Sr. Loan Committee)
■ Executive Loan Committee -Leasing and Mortgage Holding
Company Subsidiaries
Education Eastern Washington University
• B.A., Business Administration
o Emphasis in Management and Finance
University of Washington
■ Graduate Degree -Finance and Banking
University of Southern California
Specialized Executive Program -Strategic Planning
University of Oklahoma
• Graduate of National Commercial Lending School
Community-
Sample Participation in organizations as follows:
Professional
■
ABA (American Bankers Association)
Organization
Government Relations Counsel-- National Lobbying for three years in
Washington D.C.
Experience
■
Adjunct faculty Eastern Washington University-- taught Graduate
Course in Entrepreneurship
■
Former Member and Instructor for AMA and NMA
■
United Way Loaned Executive
■
Rotary member
■
Board Member and Coach in Little League and Legion Baseball
Associations
■
Chamber of Commerce Board Member and Chair of various
committees
■
AAU Coach
■
Spokane Downtown Association -Committee Chair
■
Board Member for Economic Development Organization
■
YMCA Coaching and Advisory Committee
31
Joshua J. Grant
Professional 2000—Present AspireOn Meridian, ID
Execution Catalyst / Project Manager
Client Responsibilities:
■ Benton PUD — senior project manager for leadership development,
leadership candidate analysis, and culture survey
• KEY Technology — execution catalyst for strategic positioning and
performance management/accountability process integration
■ City of Richland — execution catalyst for leadership development,
values integration, organizational re -alignment, and leadership
candidate analysis.
■ City of Meridian — senior project manager for leadership
development, accountability process integration, strategic
positioning integration and execution, organizational re -alignment,
management and employee career development/training program,
and team alignment.
• Lourdes Health Network -- execution catalyst for strategic positioning
• City of Kennewick -- senior project manager for leadership candidate
analysis and execution catalyst for strategic positioning.
■ NoaNet — execution catalyst for strategic positioning and alignment
■ Chervenell Construction — execution catalyst for leadership
development
■ City of Ontario — senior project manager for leadership development
and culture survey
1999--2000 GMAC Mortgage Spokane, WA
Loan Officer
■ Generate real estate loans
1997-1999 Norwest Financial Spokane, WA
Credit Manager
■ New Business Development
■ Business Account Management
■ Personal loan officer
■ Collections
Education University of Montana Missoula, MT
■ B.S., Business Administration
o Emphasis in Marketing
a Emphasis in Management
32
Phil Stiffler Jr.
Professional Current Virtus Enterprises Meridian, ID
Chief Executive Officer
■ Responsible for overall financial, operations, and strategic
management of Virtus Enterprises.
■ In addition to defining Virtus product offerings, business model, and
performance standards, I serve on Project Execution Leader on
several Virtus accounts.
■ Client engagement and interaction primarily focused on driving client
growth through outsourced business development and marketing,
client strategy execution, client product/service expansion, and
enhancing client operational effectiveness.
1999-2006 AspireOn Inc. Meridian, ID
Co -Founder & Executive Vice President
■ In addition to financial, operations, and strategic management of
AspireOn, my efforts were primarily focused on program
development, client & project management, alliance development and
management, service and program quality, and delivery of various
consulting services,
a Designed and developed core models in the areas of Strategic
Execution, Leadership, Dynamic Performance Systems, Change
Management, Talent Development, Organizational Alignment for
Results, Effective Project Management, and Culture Transformation
that have been used as the foundation for delivery of service to
numerous AspireOn clients and driven measurable positive results
within said clients.
■ Served as primary consultant to AspireOn clients on multiple
performance system implementations, culture transformation
initiatives, organizational realignments, leadership development
programs, organizational performance evaluations.
■ Managed multiple strategic implementation projects and served as an
execution catalyst in assisting clients in defining new visions,
developing marketing plans, transforming strategy in to accountability
and effective alignment, and driving change.
■ Acquired extensive experience in delivering talent development
programs both in a one -0n -one leadership development environment
and in a classroom environment. Obtained first hand experience in
performance improvement, strategy implementation, and business
development operations as a coach/catalyst in assisting both public
and private sector entities across multiple product lines and diverse
markets in these regards.
33
Professional 1995-1999 PROGRESSIVE PROJECT EXECUTION EXPERIENCE
EVP Marketing & Product Development JolbQuest Inc.
• Responsibilities included strategic alliance development, new
product design, technology management, project management,
product positioning and market analysis, and new market
penetration as well as participation at a Senior Executive level on
corporate strategy and operational management.
■ Designed and managed the development of multiple software
products, inclusive of an injury evaluation and job transition analysis
tool that was recognized as an industry leader by the vocational
rehabilitation industry and a career enhancement tool widely used by
individual consumers and career consulting organizations.
• Designed and launched a web based services portal assisting job
seekers and employers in job matching, career pathing, and
performance enhancement.
■ Lead the successfully business and revenue growth by driving
market expansion outside the companies core vocational
rehabilitation market through successful penetration of the mass
consumer job seeker and career consulting marketplaces.
■ Acquired extensive experience in regard to budgeting, product
marketing, product production from concept to production and
launch, management of personnel both directly and in a dynamic
team environment, alliance management, change management, and
strategy implementation.
Vice President — New Ventures Caliper
• Was responsible for leading and managing the launch of a new
business unit/division within the company to focus on delivering
expanded service offerings to existing customers and penetrate new
markets with existing product offerings.
■ Spearheaded an extensive customer evaluation engagement for
targeting customer value enhancement opportunities.
• Designed and managed the development of new tools, services and
corporate competencies to expand company product and service
offerings.
■ Developed and implemented a marketing plan and business model
within the new business unit that effectively expanded overall
company revenues.
■ Acquired extensive experience in regard to key account
management, project execution, new business model definition and
launch, staffing and mentorship, major company and senior
executive communication, marketing, and the dynamics and
performance impacts of personalities and emotional intelligence.
Education/ • Business Administration with a Marketing Emphasis — Eastern
Community Washington University
■ Volunteered coach for AAU, Legion Baseball, High School Football,
YMCA, and Little League.
34
(208) 863-4160
shaunwardle@yahoo.com
Shaun Wardle
Professional 1999—Present Idaho Athletic Club
Chief Operations Officer
■ Development Director — Site selection of 5 New facilities
• Personal Training Department Director — Created a new Profit Center
within the organization, adding over 75 employees.
■ Building Design and Construction Management
■ Sales increase of 400% in 7 year period.
1998-1999 Delta Chi International Fraternity Iowa City, IA
Leadership Consultant
■ Leadership development for college students
■ Educational and professional counseling
Education University of Idaho Moscow, ID
■ B.S., Public Communication
■ Minor in Business Marketing
Community Meridian City Council — Seat #1
■ Term beginning 2004, Elected President January 2005
Ada County Air Quality Board
■ Meridian Representative appointed January 2004
Board of Directors, Meridian Chamber of Commerce
■ 2000-2003
Meridian Development Corporation
■ Board of Commissioners April 06 — September 06
Parent's As Teachers (University of Idaho Demonstration Project)
■ Board Member - Block Fest Advisory Committee
Awards 2005 Accomplished Under 40 Recipient
■ Idaho Business Review
2006 Nomination for Small Business Person of the Year
• Meridian Chamber of Commerce
2000 Small Business of the Year (Idaho Athletic Club)
• Meridian Chamber of Commerce
35
Q1,. Section 4.2
` Appendix—Relationship Disclosure
Shaun Wardle is currently President of the Meridian City Council. If
selected as the Consultant team for Economic Development Coordi-
nation Services, he will resign from his City Council position. The
official resignation will happen before any awarded contract is rati-
fied by the City. He will exclude himself from any participation in re-
view, evaluation, or selection process regarding this RFQ/RFP.
Though leaving the extremely rewarding position as an elected offi-
cial is difficult, Shaun feels that there is greater work to be done by
dedicating his efforts as park of a team to furthering community ob-
jectives.
AspireOn Consulting: Current contract with the City of Meridian to
provide various consulting and training services.
Virtus/AspireOn has submitted a response to the RFQ for Adminis-
trative Services for the Meridian Development Corporation. Current
decisions are being considered by the Selection Committee. If
awarded the MDC contract, the Virtus team will be in an excellent
position to create economies of scale and optimization of resources
for both MDC and the City of Meridian. Full confidentiality issues
shall be disclosed and will be handled with the utmost discretion.
Accountabilities for appropriate fiduciary and stewardship responsi-
bilities will also be maintained. The Virtus team does not foresee
potential conflicting client issues as the goals of the organizations
are very similar and appear to run a parallel course. We feel that
the entire community will be better served by consolidating eco-
nomic development and urban renewal services.
36
Section 4.3
Appendix—Client List
Performance for Success
Leadership e Positioning • Environment • Talent/Team
The following is a partial list of organizations that have benefited from
services of the AspireOn team:
3-E
Rapidigm
Tri -Cities Cancer Center
Key Technology
Port of Pasco
Benton County Emergency Services
NoaNet
Campbell and Bruce
COSTCO
Department of Energy
National Management Association
Franklin PUD
Fluor Daniel Hanford
Lourdes Health Network
GMAC Mortgage
Benton County PUD
Business Psychology Associates
Caliper
TRIDEC
Benton — Franklin Substance Abuse
Coalition
Provizio
Pasco School District
FoodService Brokerage Ltd.
City of Richland
American Bankers Association
City of Meridian
Private Industry Council (PIC)
NWPPA (Northwest Public Power
Association)
Hanford Environmental Health
Foundation
HAMMER
National Council on Aging
Chervenell Construction
City of Kennewick
City of Ontario
Portee Group International
Federal Highway Administration
Khamu Software
37
RR
Section 4.4
Appendix—Program Sample
Strategic Positioning Process
----------- ---------
Ongd
ing Evaluation
of Cuntornere Opportunities Performance 6ngolng 6du'ation
Markel; & M proVerrid, t -11, of Internal Che hanges
Innovation "I en i Capabillti6s
ern6nt
Success Management
e�' 0 # ng)
(management inibrmation & Progrpss�
P, �rtinq
Communication &,A6coU"h"'fT4;"-'
�Jlity
System Integration
Budgeting & Prioritization.
Execution Maps
(Accou*bifitRequirements;source Requireentsi Succepe.Meesurenrients)
Strategic Values StFate!qFocus Areas/
Guiding prindpleikulture to get there 1 i-Otiv
vision Miss,
ion
!gping" Why, w6i4re' In business".
Z 0 Aspire0n, Inc Copyright 2005, All Rights Reserved
M.,
Section 4.4
Appendix—Program Sample
Strategic Positioning/Accountability
Organizational Integration
Strategic
Focus Areas
Organizational Department/
Strategic
Initiatives Unit
Implementation
ositioning Pla
Map
• Strategic 'firers
• Departm tail/Unit Objectives
• Assumptions'*,l
•Success et9nitions
• Impacts
Timefra s
• Critical Success Factors
• Account ility Leaders
Project
Plans
• Resource Requirements
• Targets/Milestones
V Aspirepn, Inc Copyright2W4, All Rights Reserved
Position
ountabili
• Functional Accountabilities
• Strategic Responsibilities
Leadership/Behavioral
Expectations
Transformation Responsibilities
39