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HomeMy WebLinkAboutCORRESPONDENCE - PURCHASE ORDER - 9182558Economic Health Office 300 LaPorte Avenue PO Box 580 Fort Collins, CO 80522 970.221.6505 970.224.6107 - fax fcgov.com March 26, 2018 Kevin Cody Northern Colorado Food Cluster PO Box 1545, Fort Collins, CO, 80521 Dear Kevin, Thank you for your interest in the City of Fort Collins’ Cluster Initiative Support Fund. The Economic Health Office looks to partner with targeted local industry clusters and regional sectors, which advance the economic vitality of our community. Industry clusters are geographic concentrations of interconnected companies, specialized suppliers, service providers, and associated institutions in a particular field that enhance productivity through collaboration. The City follows the triple helix approach (university, industry, government) for innovative growth, and allocates resources towards a number of local efforts. In total, the City received $278,875 in funding requests in 2018, and has $150,000 available for allocation through this process. Applications went through three (3) rounds of evaluation, including an initial review period, review committee deliberations and recommended funding level, and an executive approval. Northern Colorado Food Cluster was awarded $25,000 in this process to provide network opportunities and events for food/ag businesses, train food/ag businesses in requirements of wholesale buyers, develop and implement pilot program for food/ag businesses to access markets, and integrate Market-ready training developed by CSU with NCFC programming. We appreciate your commitment to our community, and look forward to assisting you in the future. If you have any questions, please don’t hesitate to reach out to me. Sincerely, Josh Birks City of Fort Collins Economic Health Director PO Box 580 Fort Collins, CO 80522 CC: Jes Rawley, Cluster Grant Program Coordinator, City of Fort Collins DocuSign Envelope ID: 3C4C8ABD-ACA7-4383-8CD0-F6730A1462E5 Economic Health Office Grant Agreement THIS AGREEMENT is made and entered into as of the date of acceptance by the City, by and between the CITY OF FORT COLLINS, COLORADO, a municipal corporation (“City”) and Northern Colorado Food Cluster, a nonprofit corporation (“Recipient”). RECITALS: A. In 2004, the Fort Collins Economic Vitality and Sustainability Group recommended that certain business cluster be investigated as economic development strategies. B. In 2006, City Council, through the Budgeting for Outcomes Process, funded the Industry Cluster Analysis and Targeting Study, which established goals and criteria, such as “grow and retain existing businesses,” “high employment multiplier effects,” and more. C. On March 21, 2006, the City Council adopted Resolution 2006-037, authorizing the City Manager to join efforts with Colorado State University (“CSU”), the Northern Colorado Economic Development Corporation, Fort Collins Area Chamber of Commerce, Poudre School District, Larimer County, and private enterprises, to develop a Clean Energy Cluster for Northern Colorado. D. The strong relationship between the City, Colorado State University (“CSU”), Front Range Community College, entrepreneurs, and local businesses provides an outstanding collaborative setting within which these entities can work together for the betterment of the community and region. E. Fort Collins has a highly educated workforce capable of providing an intelligent pool of highly capable researchers able to enhance existing technologies and develop new innovative strategies and products. F. It is in the best interests of the City of Fort Collins, Larimer County, and the State of Colorado to develop employment that is economically stable, and nationwide attention is being paid to the concept of local and regional industry clusters as a means of furthering the economic health of communities. G. The clustering of related industries calls for a high degree of collaboration among individuals, businesses, and public entities in the development, design, production, transfer, and information and marketing of a particular kind of product in a single geographic location, on the theory that such entities can better further their industry objectives through such close interaction and collaboration. H. On August 17, 2010, City Council adopted Resolution 2010-055 reaffirming and supporting the five existing cluster initiatives, which consist of interrelated groups of businesses and organizations from within the identified Target Industries, including: 1) Clean Energy, 2) Water Innovation, 3) Bioscience, 4) Technology, and 5) Uniquely Fort Collins. I. The Economic Health Strategic Plan highlighted supporting the growth of the innovation economy by supporting the targeted industry clusters, and through the Budgeting for Outcomes process and the Keep Fort Collins Great Enhancement, the City Council has allocated $200,000 annually in the City’s 2017-2018 budget for support of the Targeted Industry Clusters. DocuSign Envelope ID: 3C4C8ABD-ACA7-4383-8CD0-F6730A1462E5 NOW, THEREFORE, in consideration of their mutual promises contained herein, the parties agree as follows: 1. The Recipient shall use the funds provided under this Agreement in accordance with the Recipient’s Project Scope of Work and Budget, which is attached as Exhibit A and B respectively, and incorporated herein by this reference (“the Project”). Any funds received by the Recipient under this Agreement and not reasonably necessary to carry out the Project shall be returned to the City within thirty (30) days of completion of the Project. 2. Any modification of the implementation of the Project from that indicated in the Recipient’s application must receive the City’s prior written approval. 3. For implementation of the Project, the Recipient shall receive payments as set forth below on a bi-annual basis, in the total amount of no more than $25,000, which shall be expended by the Recipient to complete the Project no later than December 15, 2018. 4. The Recipient shall provide the City with a midyear written evaluation of the Project by August 31, 2018. This evaluation will document initial accomplishments, results achieved, community impact, and monetary and other returns, if applicable, including jobs created. The midyear written evaluation serves as a draft final written evaluation further discussed in Section 5 and incorporated herein by this reference as Exhibit C. 5. The Recipient shall provide the City with copies of all receipts by December 15, 2018, and a written evaluation of the Project documenting accomplishments, results achieved, community impact, and monetary and other returns if applicable including jobs created. A report template will be available from the Economic Health Office, incorporated herein by this reference as Exhibit C. Additionally, successful Recipients may be required to participate in an annual EHO conference, EHO/Cluster marketing materials, and serve as a cluster ambassador. 6. The Recipient agrees to make all records pertaining to activities carried out under this Agreement available to the City for audit upon request for at least three (3) years following the fulfillment of this Agreement. 7. If any provision of this Agreement is not met in the manner and time specified herein by the Recipient, the Recipient shall be in breach and the City may terminate the Agreement. Upon such termination, the Recipient shall return to the City all funds paid in accordance with this Agreement within thirty (30) days following receipt of the written request from the City to do so. 8. This Agreement is not assignable without prior written consent of the City, in its sole discretion, and any assignment without the City’s prior written consent shall be deemed null and void. DocuSign Envelope ID: 3C4C8ABD-ACA7-4383-8CD0-F6730A1462E5 9. If the Project involves a specific site, the Recipient hereby represents and warrants that they have the permission of the owner of the site upon which the Project will take place, and further represents and warrants that it is fully authorized to undertake the activities. 10. This Agreement shall terminate upon expiration of all performance periods, including but not limited to all requirements related to recordkeeping and auditing, as set forth herein. 11. At all times during the performance of this Agreement, the Recipient shall strictly adhere to all applicable federal, state and local laws, rules and regulations that have been or may hereafter be established. 12. The signatories maintain that, to the best of their knowledge, no City employee has a personal or financial interest whatsoever in the service or property described herein. While there may be City employees that work with the Recipient, no such employees are parties hereto or will receive payment through the receipt of the grant funds provided hereunder. 13. The Recipient shall indemnify, save and hold harmless the City, its officers, employees and agents against any and all claims, damages, liability and court awards, including costs, expenses and attorney fees incurred as a result of any act or omission by the Recipient, its employees, agents, subcontractors or assignees arising from their performance under this Agreement or arising from the Project. 14. Funds shall be payable to the Recipient in accordance with the following schedule: two payments of $12,500 each, the first payment will be made within thirty (30) business days after the effective date of this Agreement, payable upon acceptance of this Agreement by the City. The second payment will be made within ten (10) business days of the midyear written report delivered to the City no later than August 31, 2018, payable upon acceptance of this evaluation by the City. The City may suspend payment until any default under this Agreement has been cured, or, in the event of failure by the Recipient to cure any default or pay any amount due to the City that has become overdue and delinquent, within fifteen (15) days after written notice by the City, the City may terminate this Agreement and shall have no obligation to make any further payment hereunder. 15. The City of Fort Collins Economic Health Office (“EHO”) is subject to the Colorado Open Records Act (C.R.S. 24-72-101 through 24-72-112) (“Act”). Thus, documents and other materials received by EHO and its employees under this Agreement from the Recipient may be subject to public disclosure unless they fall within an exception under the Act. EHO will deny the right of inspection of records which the City believes are considered under the Act to be trade secrets, privileged information, and confidential commercial and financial data, any of which Recipient must clearly indicate at the time it is provided to EHO. Upon DocuSign Envelope ID: 3C4C8ABD-ACA7-4383-8CD0-F6730A1462E5 receiving an official open records request, EHO will promptly notify the Recipient and as needed, seek legal guidance from the City Attorney. 16. If the Recipient is a corporation or other entity, the person signing this Agreement on behalf of the Recipient hereby affirms that he or she has authority to act on behalf of the Recipient and to bind the Recipient to the terms of this Agreement. 17. Additional terms and conditions specific to this Agreement may be attached as Exhibit D and incorporated herein by this reference. IN WITNESS WHEREOF, the parties hereto have executed this Agreement this day of ______________. AGREED BY: THE CITY OF FORT COLLINS, COLORADO: Recipient By ________________________________________ APPROVED AS TO FORM: _________________________ Name _____________________________________ John Duval Title ______________________________________ Deputy City Attorney BY: ___________________________________________ On Behalf of the Organization Gerry Paul Organization _______________________________ Director of Purchasing Address ___________________________________ __________________________________________ ATTEST: _______________________________________ Phone ____________________________________ Delynn Coldiron City Clerk DocuSign Envelope ID: 3C4C8ABD-ACA7-4383-8CD0-F6730A1462E5 4/17/2018 Executive Director Fort Collins, CO 80522 970 829 1030 PO Box 1545 Northern Colorado Food Cluster Kevin Cody Exhibit A: Proposed Project Scope of Work The proposed Scope of Work and Grant Request for the Northern Colorado Food Cluster are detailed below within each of the primary Program Areas of focus as stated in the Grant Application. Program Areas Peer networks: opportunities to interact with peers. Examples include CEO roundtables, occupation-specific professional development workshops, and industry-specific, topical symposia. Projects proposed: _3 Community Connect Events: networking opportunities for food/ag businesses__________ Amount requested: _$8,375 to be spent pursuant to Project Budget (Exhibit B)_ Suppliers and inputs: better access to supplies or suppliers to reduce costs. Examples include recruitment of suppliers, purchasing cooperatives, and shared storage facilities. Amount requested: _$0_ Projects proposed: ____________________________________________________________________________ Talent: increased access to qualified workers. Examples include customized training programs for key occupations, marketing to build Fort Collins brand in industry, informative relocation-oriented website geared at specific talent segments, collaborative recruitment. Projects proposed: _Train a small cohort of food/ag businesses in requirements of wholesale buyers__________ Amount requested: _$3,000 to be spent pursuant to Project Budget (Exhibit B)_ Markets: increased visibility in market segments and improved market penetration. Examples include export/trade assistance, co-marketing opportunities at trade shows, trade delegation trips, and general marketing activities that promote a Fort Collins brand for the industry. Projects proposed: _Develop a pilot program with several public and private institutional food buyers for a small cohort of food/ag businesses to access more intermediate markets_____________________________________ Amount requested: _$10,625 to be spent pursuant to Project Budget (Exhibit B)_ Capital: improved access to capital networks – local and beyond. Examples include local angel investor network, local revolving loan fund, networking opportunities with venture capitalists, events to raise awareness of Fort Collins entrepreneurs. Amount requested: _$0_ Projects proposed: ____________________________________________________________________________ Industry intelligence: access to data and market research to inform business planning and strategic decision- making. Examples include shared access to industry databases and news sources, research assistance, and industry conferences. Projects proposed: _Integrate Market-ready training developed by CSU Extension with Food Cluster programs__ Amount requested: _$3,000 to be spent pursuant to Project Budget (Exhibit B)_ DocuSign Envelope ID: 3C4C8ABD-ACA7-4383-8CD0-F6730A1462E5 Exhibit B: Project Budget Line Item Description Applicant Detail Cluster Funding Requested Matching Funds (Cash) Matching funds (In-Kind) Staff-Leadership & Admin NCFC Executive Director $ 2,000 $ 14,000 Staff-Program Specific NCFC part-time staff position $ 2,250 Contract/External Services Materials & Supplies Community Connect food and beverage $ 1,000 $ 1,000 Marketing & Advertising Event advertisiing, ad buys, promotions $ 1,000 $ 1,000 Travel & Entertainment Conferences & Associations Subscriptions-Data or Research Scholarships Venue/Rent Event rental space $ 1,000 $ 1,000 Overhead-Admin General operating $ 1,125 $ 1,125 Other - PLEASE PROVIDE DETAIL Community Connect Events Subtotal $ 8,375 $ 18,125 $ - Staff-Leadership & Admin NCFC Executive Director $ 2,000 $ 14,000 Staff-Program Specific NCFC part-time staff position $ 6,000 Contract/External Services Contract for additional startup support services $ 1,500 $ 5,000 Materials & Supplies Food and beverage for events, as well as printing for meetings $ 2,000 Marketing & Advertising Marketing to solicit interest from new food/ag businesses, publicize new opportunity for startups $ 1,000 Travel & Entertainment Travel to training related to improving access to wholesale markets $ 750 $ 500 Conferences & Associations Fees for conferences associated with startup support services $ 750 $ 500 Subscriptions-Data or Research Scholarships Venue/Rent Meetint/Event space rental $ 1,500 Overhead-Admin General operating $ 1,125 $ 1,125 Other - PLEASE PROVIDE DETAIL Startup Support Subtotal $ 16,625 $ 21,125 $ - Community Connect Events (x3) Food/Ag Business Startup Support Services DocuSign Envelope ID: 3C4C8ABD-ACA7-4383-8CD0-F6730A1462E5 Exhibit C: Midyear & Annual Report Requirements Each applicant that successfully receives funding from the Cluster Fund must submit an annual report (less than 4 pages) documenting accomplishments, results achieved, community impact, and monetary and other returns if applicable including jobs created. The midyear progress report (less than 2 pages) must be electronically submitted to the Economic Health Office no later than August 1, 2018; and the annual report must be submitted by December 15, 2018. Please utilize the format below, and contact us with any questions. Introduction In 1-3 paragraphs, please describe the overall success of your project. Please be project specific, and tie results back to your specific cluster/sector, as well as the strategic objectives of the City and local economy. Budget & Receipts Please provide documentation of how the City grant was allocated (Have receipts available upon request). Budget template Industry Cluster Grant Budget Template Q1 Line Item Funding Amount Requested Actual Expense (To Date) Matching funds (if applicable) Outcome Summary Q2 Line Item Funding Amount Requested Actual Expense (To Date) Matching funds (if applicable) Outcome Summary Q3 Line Item Funding Amount Requested Actual Expense (To Date) Matching funds (if applicable) Outcome Summary DocuSign Envelope ID: 3C4C8ABD-ACA7-4383-8CD0-F6730A1462E5 Q4 Line Item Funding Amount Requested Actual Expense (To Date) Matching funds (if applicable) Outcome Summary Performance Metrics I. Financial Performance a. Budget Accuracy (See above template) b. Leverage Ratio/Other leveraged dollars c. Grants received/non-profit capital accrued d. Private investment in your Industry Cluster Initiative e. Annual $ received by public entities (Local Governments, etc). II. Industry Impact a. Total # of Jobs (Part Time & Full Time Employees) created by companies in your Cluster. b. Types of jobs created: Provide a narrative summary on the various jobs and job duties that were created as a part of this grant (director, admin, programmatic, high-skill, etc). c. Growth in the targeted industries and sectors in terms of employees, wages, sales, talent, private investment, and establishments. III. Collective Impact a. Total # of participants (public, private, academic, etc). b. Total # of collaborative partners involved c. For example: (3) Public Entities: City of Fort Collins, City of Loveland, City of Boulder, (12) Private Sector: X, Y, Z, etc (4) Academic/Higher Education: CSU, FRCC, etc. IV. Cluster Impact a. Continued innovation, which may be measured by patents, start-ups funded, business support, collaborative efforts, and research funded. b. Has this grant award helped develop a strategic vision for this organization in the long term? c. Select at least two of the below questions related to the key focus areas of the Industry Cluster Program: DocuSign Envelope ID: 3C4C8ABD-ACA7-4383-8CD0-F6730A1462E5 i. Peer Networks: Has this grant increased your organizations ability to interact with peers or peer organizations/partners? What additional interactions/connections have been made possible with this grant? ii. Suppliers and inputs: Has the grant fund allowed your organization to achieve better access to supplies/suppliers to reduce ongoing costs? Examples include: recruitment of suppliers, purchasing cooperatives, facility access. iii. Talent: Has this grant enabled your organization to contribute to the development of talent in the regional workforce? iv. Markets: Has this grant expanded your organizational capacity and allowed your organization to be recognize din larger markets. ((Shannon)) v. Capital: Has this grant enabled your organization to connect to new or expanded capital sources? These can include access to an angel investor network, a local revolving loan fund, or networking opportunities with venture capitalists or other investors. vi. Industry intelligence: What data or market research has your organization been able to access as a result of this grant? What have been the outcomes that have occurred as a result of this access? Self-Evaluation Did you achieve or exceed objectives outlined in the application? What are your key lessons learned from the project? Are there any aspects of the project that you would have done differently? What are the continuing needs/challenges that are being experienced by your organization? Is there anything else you learned that you would like to share? Testimonials Please provide 1-3 testimonials from project or community partners documenting the impact of the project. What did City funding enable you to achieve that you would not have been able to otherwise? DocuSign Envelope ID: 3C4C8ABD-ACA7-4383-8CD0-F6730A1462E5