02/19/2025 Agreement MNextFactor
This Agreement("Agreement") is effective as of January 8,2025("Effective Date")
between:
1. NEXTFactor Enterprises,Inc., dba MMGY NextFactor,an incorporated company with its offices c/o Dentons, 250
Howe Street,20th Floor,Vancouver, BC,V6C 3118(the "Supplier");and
2. 3406 North Roosevelt Boulevard Corporation(dba Visit Florida Keys),a Florida corporation,501(c)with offices
at 1201 White Street,#102, Key West, FL 33040("Client").
(each a "Party"together the"Parties")
BACKGROUND:
With effect from the Effective Date, the Client appoints the Supplier to perform the services outlined in the attached
Proposal according to the following terms.
1. Services
1.1 In order to carry out the Services, the Client shall be required to provide third-party material or information
which has been produced or sourced by the Client (the "Client Materials"). The Client understands and agrees
that it shall be solely responsible for the Client Materials and their contents. The Client shall ensure that the
Client Materials do not violate or infringe upon the intellectual property rights of any third party in any way.
1.2 The Parties agree that, in carrying out the Services, the Supplier shall only be held responsible for all works and
materials that it prepares or produces. The Supplier shall not be held responsible for any losses, claims, costs,
liabilities, damages and expenses suffered or incurred by the Client arising directly or indirectly from the use by
either Party of the Client Materials.
2. Payment
2.1 The Client shall be invoiced $118,260 USD for services rendered from January 2025 to June 2025, to be
invoiced at the end of each month based on completion of the phases set forth in the budget detail.
Project tasks and deliverables are fully outlined in the budget details in the attached proposal. All fees(the
"Fees") in respect of the Services shall be calculated by reference to the rates specified in the attached
proposal and shall be payable by the Client to the Supplier no more than 30 days after the date of the
Supplier's invoice, unless stated otherwise.
2.2 Compensation is determined by the amount of time and expertise required to execute the project in the
attached Proposal. If new initiatives outside those outlined in the attached proposal are added to the
project, Supplier may recommend adjusting the compensation or working on an agreed-upon hourly rate to
execute the additional work.
2.3 Payment will be made in accordance with Florida's Local Government Prompt Payment Act, 218.70 et seq.,
and any applicable interest for late payment will be calculated per the terms of the Act.
3. Expense Reimbursement
3.1 Client agrees to reimburse expenses related to travel (airfare, ground transportation, meals) which will be
invoiced by Supplier at cost,estimated at but not limited to$31,200 S .
3.2 Client also agrees to reimburse Supplier at cost for expenses related to hosting any meetings, retreats, or
community events related to the development of this plan. If Supplier contracts with a vendor or supplier on
Client's behalf,Supplier will use its best efforts to obtain favorable payment terms.
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JqNextFactoir
4. Termination
4.1 Either Party may terminate this Agreement by giving ninety (90) days prior written notice to the contacts
identified for notice under this Agreement. The termination of this Agreement for any reason shall be
without prejudice to any existing or due payment obligations of the Client under this Agreement.
S. Warranties
5.1 Each Party warrants and represents to the other that:
5.1.1 it is duly formed and validly existing under the laws of its jurisdiction of formation;
5.1.2 it has full power and authority to enter into and perform its obligations under this Agreement;
5.1.3 it shall not knowingly violate or infringe upon the intellectual property rights of the other Party
or any third party; 1
5.1.4 any and all of a Party's intellectual property rights are and will remain the sole andlexclusive
property of such Party;
5.1.5 a Party will not acquire any rights in the other Party's intellectual property rights or in any
developments or variations of the intellectual property rights of the other Party;and
5.1.6 this Agreement is a legal, valid and binding obligation, enforceable in accordance with its terms
and conditions.
5.2 Subject to Clause 1.4, each Party (the "Indemnifying Party") shall indemnify the other Party, from and
against any and all direct losses, claims,costs, liabilities, damages and expenses suffered or incurred by such
other Party (the "Indemnified Party") arising from or in connection with any willful or negligent act or
omission by the Indemnifying Party or any breach by the Indemnifying Party of this Agreement or applicable
laws or the intellectual property rights of the Indemnified Party and/or any third party.
6. General
6.1 Nothing in these terms shall be deemed to constitute a partnership, Supplier or joint venture between the
Parties.
6.2 All of the terms, agreements, covenants, representations, warranties, and conditions of this Agreement are
binding upon, and inure to the benefit of and are enforceable by, the Parties to this Agreement and their
respective employees,affiliates, parent entities,subsidiaries,successors and assigns.
6.3 Intentionally omitted.
6.4 Each Party shall be under a pervasive duty to mitigate all losses in the event of any breach of this Agreement
and/or event of force majeure.
6.5 This Agreement contains the entire understanding of the Parties and can only be varied if such variation is in
writing signed on behalf of both parties.
6.6 This Agreement and the relationship between the Parties shall be governed by,and construed in accordance
with, the laws of the state of Florida without regard to its choice or conflict of law provisions. The parties
agree to submit to the exclusive jurisdiction of the courts located in Key West, Florida.
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ERNextFactor
The parties have duly executed this Agreement as of
the date below.
5(lo,"/v
Diane Schmidt, Board Chair Date
Visit Florida Keys
January 8, 2025
Cassandra McAuley Date
Managing Director
NE Factor Enterprises, Inc.
dba MMGY Next Factor
3
Addendum
VFK Contract
Terms and Conditions
3406 No Roosevelt Blvd. Corporation d/b/a Visit Florida Keys (herein after ..VFK,, or
Customer-) and NextFactor Enterprises Inc. d/b/a MMGY NextFactor(herein after'%MGY
NextFactor"or ..Company-) agree as set forth below.
VFK and extFactor hereby enter into this addendum tothe Terms of Service with the
3-Year Strategic Plan project(..Agreement-,). and agrees to the following:
The Agreement includes and incorporates the Proposal/Quote, Terms of Service and this
Addendum.
VFK is a not-for-profit corporation that supports the Monroe County Tourist Development
Council and is funded in part by the Monroe County Board of County Commissioners(County).
The following provisions are required by law and policy.
The Agreement is a Public Record under Chapter 119, Florida Statutes. The parties agree to
comply with Chapter 119,Florida Statutes.
Payment will be made in accordance with the Local Government Prompt Payment Act, 218.70,
Florida Statutes. Payments due and unpaid under the Agreement shall bear interest pursuant to
the Local Government Prompt Payment Act. Company shall submit to VFK invoices with
Supporting documentation that are acceptable tote Monroe County Clerk of Court and
Comptroller (Clerk). Acceptability to the Clerk is based on generally accepted accounting
principles and such laws,rules,and regulations as may govern the Clerk's disbursal of ftmds.
Travel, as approved by VFK, shall be reimbursed to the CONSULTANT, but only to the extent
and in the amounts authorized by Section 112.061, Florida Statutes and in accordance with
Monroe County Code Chapter 2,Art. Ill.,Div. 3 and Monroe County Travel Policies.
The County's indemnification is limited and subject to the sovereign immunity provisions of Sec.
768.28,Florida Statutes.
Maintenance of Records: Company shall maintain all books, records, and documents directly
pertinent to performance under this Agreement in accordance with generally accepted accounting
principles consistently applied. Each party tothis Agreement or their authorized representatives,
shall have reasonable and timely access to such records of each other party tothis Agreement for
public records purposes during the to of the Agreement and for five years following the
termination of this Agreement. If an auditor employed by VFK, the County or the Clerk
determines that monies paid to Company pursuant to this Agreement were spent for purposes not
authorized by this Agreement, Company shall repay the monies together with interest calculated
pursuant to See. 55.03; FS,running from the date the monies were paid to Company.
Governing Law,Venue,Interpretation, Costs,and Fees: This Agreement shall be governed by
and construed in accordance with the laws of the State of Florida applicable to contracts made
and to be perfon-ned entirely in the State. In the event that any cause of action or administrative
proceeding is instituted for the enforcement or interpretation of this Agreement, the Customer
and Company agree that venue shall lie in the appropriate court or before the appropriate
administrative body in Monroe County, Florida. This Agreement shall not be subject to
arbitration.
Attorney's Fees and Costs: The Parties agree that in the event any cause of action or
administrative proceeding is initiated or defended by any party relative to the enforcement or
interpretation of this Agreement, the prevailing party shall be entitled to reasonable attorney's
fees and court costs, as an award against the non-pre prevailing party, and shall include attorney's
fees and court costs in appellate proceedings. Mediation proceedings initiated and conducted
pursuant tothis Agreement shall be in accordance with the Florida Rules of Civil Procedure and
usual and customary procedures required by the circuit court of Monroe County.
Nondiscrimination: The Parties agree that there will be no discrimination against any person,
and it is expressly understood that upon a determination by a court of competent jurisdiction that
discrimination has occurred, this Agreement automatically terminates without any further action
on the part of any party, effective the date of the court order. The Parties agree to comply with all
Federal and Florida statutes, and all local ordinances, as applicable, relating to
nondiscrimination. These include but are not limited to: 1) Title VII of the Civil Rights Act of
1964 (PL 88-352) which prohibits discrimination on the basis of race, color or national origin; 2)
Title IX of the Education Amendment of 1972, as amended (20 USC ss.1681-1683, and
1685-1686), which prohibits discrimination on the basis of sex; 3) Section 504 of the
Rehabilitation Act of 1973, as amended (20 USC s. 794), which prohibits discrimination on the
basis of handicaps; 4)The Age Discrimination Act of 1975, as amended (42 USC ss. 6101-6107)
which prohibits discrimination on the basis of age; 5)The Drug Abuse Office and Treatment Act
of 1972 (PL 92-255), as amended, relating to nondiscrimination on the basis of drug abuse; 6)
The Comprehensive Alcohol Abuse and Alcoholism Prevention, Treatment and Rehabilitation
Act of 1970 (PL 91-616), as amended, relating to nondiscrimination on the basis of alcohol
abuse or alcoholism; 7) The Public Health Service Act of 1912, ss. 523 and 527 (42 USC ss.
690dd-3 and 290ee-3), as amended, relating to confidentiality of alcohol and drug abuse patient
records; 8) Title VIII of the Civil Rights Act of 1968 (42 USC s. 3601 et seq.), as amended,
relating to nondiscrimination in the sale, rental or financing of housing; 9) The Americans with
Disabilities Act of 1990 (42 USC s. 12101 Note), as maybe amended from time to time, relating
to nondiscrimination on the basis of disability; 10) Monroe County Code Chapter 14, Article 11,
which prohibits discrimination on the basis of race, color, sex, religion,national origin, ancestry,
sexual orientation, gender identity or expression, familial status or age; 11) Any other
nondiscrimination provisions in any Federal or state statutes which may apply to the parties to, or
the subject matter of,this Agreement.
Public Records Compliance. Company must comply with Florida public records laws,
including but not limited to Chapter 119, Florida Statutes and Section 24 of article I of the
Constitution of Florida. VFK and Company shall allow and permit reasonable access to, and
inspection of, all documents, records, papers, letters or other "public record" materials in its
possession or under its control subject to the provisions of Chapter 119, Florida Statutes, and
made or received by the Customer and Company in conjunction with this contract and related to
contract performance. The Customer shall have the right to unilaterally cancel this contract upon
violation of this provision by Company. Failure of Company to abide by the terms of this
provision shall be deemed a material breach oft is contract and the Customer may enforce the
terms of this provision in the form of a court proceeding and shall, as a prevailing party, be
entitled to reimbursement of all attorney's fees and costs associated with that proceeding. This
provision shall survive any termination or expiration of the contract. Company is encouraged to
consult with its advisors about Florida Public Records Law in order to comply with this
provision.
Non-Waiver of Immunity: Notwithstanding the provisions of Sec. 768.28, Florida Statutes, the
participation of the Customer and Company in this Agreement and the acquisition of any
commercial liability insurance coverage, self-insurance coverage, or local government liability
insurance pool coverage shall not be deemed a waiver of immunity to the extent of liability
coverage.
Non-Reliance by Non-Parties: No person or entity shall be entitled to rely upon the terms, or
any of them, of this Agreement to enforce or attempt to enforce any third-party claim or
entitlement to or benefit of any service or program contemplated hereunder, and VFK and the
Company agree that neither the Customer nor the Company or any agent, officer, or employee of
either shall have the authority to inform, counsel, or otherwise indicate that any particular
individual or group of individuals, entity or entities, have entitlements or benefits under this
Agreement separate and apart, inferior to, or superior to the community in general or for the
purposes contemplated in this Agreement.
No Personal Liability: No covenant or agreement contained herein shall be deemed to be a
covenant or agreement of any member, officer, agent oremployee of VFK in his or her
individual capacity, and no member, officer, agent or employee of VFK shall be liable personally
on this Agreement or be subject to any personal liability or accountability by reason of the
execution of this Agreement.
E-Verify System - In accordance with F.S. 448.095,Any Contractor and any subcontractor shall
register with and shall utilize the U.S. Department of Homeland Security's E-Verify system to
verify the work authorization status of all new employees hired by the Company during the to
of the Contract and shall expressly require any subcontractors performing work or providing
services pursuant to the Contract to likewise utilize the U.S. Department of Homeland
Security's E-Verify system to verify the work authorization status of all new employees hired by
the subcontractor during the Agreement term. Any subcontractor shall provide an affidavit
stating that the subcontractor does not employ, contract with, or subconstruct with an
unauthorized alien. Company shall comply with and be subject to the provisions of F.S. 448.095
Non-Collusion Affidavit-Company by signing this Agreement, according to law on my oath,
and under penalty of perjury, depose and say that the person signing on behalf of the firm of
Company,the bidder making the Proposal for the project described in the Scope of Work and that
I executed the said proposal with full authority to do so;the prices in this bid have been arrived
at independently without collusion, consultation, communication or agreement for the purpose of
restricting competition, as to any matter relating to such prices with any other bidder or with any
competitor; unless otherwise required by law,the prices which have been quoted in this bid have
not been knowingly disclosed by the bidder and will not knowingly be disclosed by the bidder
prior to bid opening, directly or indirectly,to any other bidder or to any competitor; and no
attempt has been made or will be made by the bidder to induce any other person,partnership or
corporation to submit, or not to submit, a bid for the purpose of restricting competition;the
statements contained in this affidavit are true and correct, and made with full knowledge that
VFK and Monroe County relies upon the truth of the statements contained in this affidavit in
awarding contracts for said project.
NMGY ex actor(Company)
Cassandra McAuley
Managing Director
Title
January 8,2025
Date
IgNextFactor
November 14, 2024
Kara Franker
President&CEO
Visit Florida Keys
(via email)
3-Year Strategic Plan
Hello Kara,
Thank you for this opportunity to submit a proposal to work with your team on developing a new 3-year
Strategic Plan for Visit Florida Keys.As you know,we believe that a strategic plan must deliver a
comprehensive framework of goals and initiatives that align tourism,community and economic
development.
To achieve this, MMGY NextFactor will conduct a thorough DestinationNEXT assessment, complemented
by one-on-one interviews with key stakeholders,targeted focus groups,and a review of relevant regional
planning documents.Additionally,we will facilitate interactive strategic planning workshops with your
Board and leadership team to ensure alignment and actionable outcomes.
Our Approach to Strategic Planning
An organization's strategic plan should:
• Be developed with a strong understanding of external environments and internal capabilities
• Leverage industry best practices that we've collected working with visitor organizations in all types
of destinations
• Engage key stakeholders in the public, private and civic sectors
• Outline a clear and compelling vision and mission based on a meaningful value proposition for
industry partners and the community
• Outline a series of clear goals and objectives from which detailed action plans can be developed
and implemented
• Include realistic performance targets to track progress in achieving goals
• Focus on execution and actionable initiatives so the plan isn't a report that sits on a shelf
• Provide ongoing support from a team of trusted,experienced advisors
We believe the approach we're proposing is designed to enable your organization to establish a strategic
plan for the next three years that meets all those success criteria.
nextfactorinc.com
EYNexffactar
Strategic Planning Experience
The following visitor industry organizations represent a sample of destinations where MMGY NextFactor
has developed strategic plans. Florida-based organizations are bolded.
Augusta CV B Great Lakes Bay Region Visit Anaheim
Barranquilla Chamber of CV B Visit Aurora
Commerce Greater Fort Lauderdale Visit Buffalo-Niagara
Best Cities Global Alliance CVB Visit Corpus Christi
Blue Mountain Village Greater Madison CV B Visit Corsicana
Assoc. Greater Miami CVB Visit Dallas
Boise CV B Greater Palm Springs CV B Visit Fort Worth
Boulder CV B Hilton Head Island CV B Visit Frisco
Carson Valley CV B Hocking Hills Tourism Visit Gettysburg
Choose Chicago Assoc. Visit Kansas City
Clear Creek County ICCA Visit McAllen
Tourism Bureau Kankakee County CV B Visit Mesa
Coastal Mississippi Lake Placid (ROOST) Visit Milwaukee
Daytona Beach Area Marion County CVB Visit Mobile
CVB Martin County Tourism Visit Napa Valley
Destination Ann Arbor Meet Chicago Northwest Visit Norfolk
Destination Cleveland New Smyrna Beach CVB Visit Orlando
Destination Toronto Newport each &Co Visit Phoenix
Discover Lancaster Ottawa Valley Tourism Visit Pittsburgh
Discover Lehigh Valley Assoc. Visit San Antonio
Discover Newport Providence Warwick CV B Visit San Jose
Discover Puerto Rico Pure Michigan Visit Seattle
Discover Saint John Reno-Sparks CV B Visit Shreveport-Bossier
Discover the Palm Roseville Visitors Assoc Visit SLO CAL
Beaches Ruston-Lincoln CV B Visit Springfield MO CVB
El Salvador Tourism Temple CV B Visit Temecula Valley
Committee Tourism Kamloops Visit Tri-Cities
Experience Columbus Tourism Richmond Visit Tucson
Experience Grand Rapids Tourism Vancouver Visit Tulsa
Experience Olympia & Town of Blue Mountains Visit Vancouver WA
Beyond Travel Manitoba Visit Walla Walla
Explore Waterloo Travel Marquette Visit Wichita
Fox Cities CV B Travel Salem White Mountains
Glacier Country Tourism Travel Santa Ana Attractions Assoc
Valley Forge CV B Wonderful Copenhagen
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SlNextFactor
Strategic Plan Elements
Our plans typically include the six elements listed below.The specific elements can be adjusted based on
discussions with you and your leadership team.
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Objective and measurable resultsiii
Core principles
Proposed Project Plan
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begin by discussing and confirming the Complete project initiation call to finalize
pro.ect's full process and timeline.We will also project plan and develop a stakeholder
conduct desktop research to review current engagement plan
plans and documentation. e Review current plans,data and
documentation
Present to Board of Directors with Don Welsh
/Jack Johnson
MEN M
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Ob 7Enjgage
industry/co munity stakeholders in o Develop interview guides
one-on-one interviews,focus groups and a 9 Schedule&complete 40 stakeholder
DestinationNET survey to collaboratively interviews
provide input into the plan and generate buy-in, e Conduct presentation and listening session
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EYNextFactor
with staff
• Complete comprehensive DestinationEXT
assessment
• Conduct 15 stakeholder focus groups
Conduct regular update calls with client
j e c U11 .
Facilitate in-person strategic planning sessions e Prepare agendas and presentation decks
with the Board and management team to e Facilitate strategic planning session with the
develop the vision, mission,values,strategic Board of Directors(in-person)
goals and actionable initiatives. o Facilitate strategic planning session with the
management team(in-person)
® . .
Finalize the Strategic Plan and present it for @ Produce draft of Strategic Plan
validation. e Workwith senior management team to
review/edit plan
Finalize Strategic Plan
Prepare PoerPoint presentation
o Present the Plan to the Board of Directors
o Present the final Plan to the industry
Objective: Quarterly implementation check-ins with VFK
Provide ongoing support to ensure long term senior management(virtual)
success of the Plan. o Facilitate a one-year check-in with Board and
VFK senior management team(in-person)
DestinationNEXT OnlineDiagnostic
MGY NextFactor will conduct a comprehensive Destination NEXT stakeholder survey for the Florida Keys
and Key West area.As you know,this assessment is the only one of its kind in the industry and the only
stakeholder survey tool officially developed for and endorsed by Destinations International—a global trade
association representing the interests of more than 70 visitor organizations worldwide.
To ensure proper representation of all new and future industry trends, in 2021 we updated our survey
questions and variables by adding Health&Safety, Equity Diversity&Inclusion,Sustaina ility&Resilience,
and Emergency Preparedness.Additional questions to address some specific issues and topics can be
added. An email with a link to the survey will be prepared for distribution by the Visit Florida Keys team to
key stakeholders and clients.
nextfactorinc.com
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5
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Project Team
This project will be managed by Cassandra McAuley, CDME and supported by Anna Tanski, and Shelly
Green, CDME. Both Cassandra and Anna are scheduled to participate in the visioning and strategic planning
sessions.
Cassandra McAuley
Managing Director,MMGY Next Factor
Project Role:Client&Project Lead
With nearly two decades of experience in the tourism industry, Cassandra is an enthusiastic advocate for
the visitor and experience economies and the people who contribute to them.As Managing Director of
MMGY Next Factor, Cassandra and her team work with destination organizations to build aligned,
sustainable and prosperous communities through the transformative power of travel.
With a master's degree in organizational change and leadership, Cassandra possesses a deep
understanding of the intricacies of driving positive change within organizations.She's also earned a
professional certificate in sustainable tourism destination management, demonstrating her commitment
to fostering responsible tourism practices.
Cassandra's dedication to our industry is further exemplified by her role as an instructor in the Certified
Destination Management Executive(CDME)program,which prepares senior executives to advance their
careers and helps industry leaders thrive in a constantly changing environment. Cassandra is actively
involved in various boards and committees,contributing her insights and expertise to further the industry's
goals and initiatives.
Before joining MMGY NextFactor, Cassandra served as the Vice President of Communications&
Stakeholder Engagement with Tourism Calgary, Canada's fourth largest city,where she played a key role in
shaping the organization's strategic communication, engagement and destination planning efforts.
Cassandra's journey in the tourism industry is characterized by a commitment to excellence,a passion for
sustainable practices,and a desire to create meaningful and lasting impacts on the communities she
serves.
Anna Tanski
Executive Consultant,MMOY NextFactor
Project Role:Strategic Advisor&Co-Lead
Anna has spent more than 30 years in destination leadership and development. She brings a broad range
of perspectives from her extensive experience as CEO,director of sales and convention center sales.
Anna's collaborative approach to strategic planning combined with her expertise provides the critical
support required to elevate your destination during the planning process.
Anna currently serves on the Governor's Explore Minnesota Tourism Council and has also served on
Destinations International Advocacy Committee, Minnesota Association of CV Bs board of directors and
numerous industry related boards and committees. She was named the 2018 Outstanding Individual in
Tourism by Explore Minnesota Tourism and the 2021 recipient of the Roger Toussaint Lifetime
Achievement Award.
nextfactorinc.com
6
ex actor
Shelly Green.CDME
Executive Consultant,MMGY NextFactor
Project Role:DestinationNEXT Lead
Shelly Green is a 30-year veteran of destination marketing,having led visitor bureaus in Asheville, Chapel
Hill, and Durham, C. Her experience has been in organizations of many sizes as a CEO, COO,and CMO,and
spans the full gamut of public, private and nonprofit businesses.
As an Executive Consultant for MMGY NextFactor,Shelly will play a key role in the analysis of your
DestinationNEXT results,determining implications of stakeholder feedback and making recommendations
for actionable steps. Shelly also produces strategic plans,serves on destination management and master
plans teams,and spearheads DMO organizational reviews. Shelly's creative problem-solving ability and
affinity for using research to make data-based decisions help OMO's fuel growth and prioritize business
decisions to ensure fresh ideas to succeed and deliver on your mission.
In recognition of her service and accomplishments,Shelly was recently inducted into the Destinations
International Hall of Fame.She also received the Bill Sharpe Public Service Award from the NC Travel
Industry Association for her significant contribution toward state and national tourism initiatives.
Before moving to North Carolina and starting a career in destination marketing,Shelly served as a
public-school music teacher, choral director,and administrator at a fine arts college in Florida. She earned
a bachelor's and master's degree in music from the University of Miami,and she is a certified destination
marketing executive(CDME).She and her husband live in Durham, North Carolina.
Cheryl#Girard
OperationslProject Manager,MMGY NextFactor
Project Role:Project Management,Logistics&Billing
Cheryll Girard is the Operations Manager for MMGY NextFactor,and the Project Manager for our Strategic
Planning team.She joined the team in April 2017, bringing with her over 30+years of business
administration, project management and client account management experience.
Handling everything from day-to-day staff and client relationships,stakeholder engagement, project
coordination and accounting functions, Cheryll helps to keep the team organized and our projects moving
forward.
Proposed Budget
We are proposing a total fixed budget of$118,260 USD which includes our professional fees and
DestinationNEXT Assessment. This cost does not include expenses related to travel, hosting meetings,
retreats or community events related to the development of the Plan.Travel costs incurred will be billed at
cost for reimbursement,estimated but not limited to$31,200.
Our preferred payment schedule is to invoice 20%($23,652)upon contract signature;70%($82,782)over 4
monthly invoices of$20,695.50;10%($11,826)f inal invoice upon completion of the project.
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ONextFactor
Budget details are found below:
Phase I-Project Plannin;and M7.anagemen7t Complete
r
a.7Complele project initiation call(s)to finalize project 7plan and 7engagement plan $ 1,650
b. Review current plans and documentation 7 7S2,.600
c. Present to Board of Directors with Don Welsh/Jack Johnson $3,000
as 2-Stakeholder Engagement -
a. Develop interview guides $ 1,300
b.Schedule&complete 40 stakeholder interviews $ 13,550
c. Conduct presentation and listening session with staff $2,600
d.Complete comprehensive DestinationNEXT 2.0 survey $21,310
e. Conduct 12 stakeholder focus groups $ 12,750
f. Conduct regular update calls with client $6,600
Phase 3-Strategic Planning Sessions -
a. Prepare agenda and presentation decks $4,650
b. Facilitate strategic planning session with Board of Directors $5,200
c. Facilitate strategic planning session with management team $5,200
as 4-Strategic Plan Development&Validation -
a. Produce draft of Strategic Plan $ 5,750
b. Work with senior management team to review/edit plan $ 2,600
c. Prepare PowerPoint presentation $3,975
d. Finalize Strategic Plan $2,725
e. Present the plan tote Board of Directors $ 1,300
f. Present to industry $5,200
Phase 5:Implementation Support
a. Quarterly implementation check-ins with VFK senior management(virtual) $8,150
b. Facilitate a one-year check-in with Board and VFK senior management team(in-person) $8,150
Professional Fees $ 118,260
"Estimated travel costs(12 trips) $31,200
Project Total $149,460
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IgNexffactor
Cheryll Girard, Operations/Project Manager,will work with you on all billing matters.The contract and
invoice will be administered through NEXTFactor Enterprises Inc.,which has the exclusive license to
manage DestinationNEXT on behalf of Destinations International.
We are very much looking forward to working with you on your new strategic plan. Please let me know if you
have any questions or require anything further.
Thank you, Approved by:
U--�
Cassandra McAuley Name:
Managing Director, MMGY Next Factor Position:
dba NEXTFactor Enterprises Inc. Organization:
nextfactorinc.com