March 21st -24th, 2012 The Loews Hotel
www.ERAPPA2012.org Year Meeting Report Meeting Year
- Mid
ERAPPA 2012 – Mid-Year Meeting Report 62nd Annual Conference September 30 – October 2, 2012 Philadelphia, PA
MID YEAR MEETING REPORT – TABLE OF CONTENTS
1) Organization – Andy Feick/Kathy DiJoseph a) Conference Theme and Logo b) Host Committee Membership c) Host Committee Organization Chart d) Conference Calendar e) Planning Schedule f) Conference Master Schedule g) Conference Planners –HPN Global h) Conference Planner Contract
2) Professional Development – Michael Patterson a) Summary b) Call for Presentations c) Monday Keynote Speaker Contract d) Monday Keynote Speaker Bio e) Tuesday Plenary Speaker Contract f) Tuesday Plenary Speaker Bio g) Toolkit Program h) EFP Program i) Collaboration with the ERAPPA Professional Development Committee j) Schedule of Events k) Summary of Costs
3) Communications – David Rabold a) Summary b) Conference Publications c) ERAPPA 2011 website d) Magnet Mail e) Registration System Summary
4) Hotel, Registration, & Transportation – Andy Feick/Kathy DiJoseph/HPN Global a) Summary b) Hotel Room Costs and Blocks c) Food, Food Counts, Cost of Food d) Function Grid e) Hotel Floor Plans and Capacity Chart f) Transportation g) Registration System Summary h) Hotel Status
Website: www.erappa2012.org
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ERAPPA 2012 – Mid-Year Meeting Report 62nd Annual Conference September 30 – October 2, 2012 Philadelphia, PA
5) Entertainment, Events, & Spouse/Guest Programs – Mary Wilford-Hunt/Dawn Barnett a) Summary b) Schedule of Events c) Summary of Cost/Revenue d) Description of Events
6) Business Partners – Tom Wilson a) Summary b) Status c) Anticipated Business Partner Attendance Figures and Budget Impact d) Hall of Resources Schedule e) Recognition of Business Partners f) Sponsorship & Exhibitor Packet
7) Golf Tournament – Don Pasda a) Summary b) Golf Tournament Information c) Course Information d) Contract
8) Finance – Robert Morro a) Summary b) Budget Philosophy c) Status d) Conference Budget
9) Volunteers
Website: www.erappa2012.org
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ERAPPA 2012 – Mid-Year Meeting Report 62nd Annual Conference September 30 – October 2, 2012 Philadelphia, PA
Section 1 ERAPPA 2012 Organization
1a Conference Theme and Logo
Conference Theme: Holding Truths and Pursuing Happiness
As decided by the Host committee in 2010 this conference theme met the committee’s desire to reference not only the significant history of the host city, Philadelphia, PA, home of democracy where United States Declaration of Independence was written and signed but also the future of ERAPPA and Higher Education Facilities Management. With the belief that this future is based on the people, on the members of ERAPPA, the host committee focused on a dual theme that will examine what the committee feels are very timely ideas: truths and ethics as well as satisfaction and happiness. This theme “Holding Truths and Pursuing Happiness” reflects a desire to keep true to our core professional beliefs and standards while keeping them in balance with our personal lives and beliefs. The ERAPPA 2012 Host Committee desires to weave this theme throughout the entire conference. Holding Truths and Pursuing Happiness, this year’s theme gave the committee guidance for decisions regarding speakers, major conference events, and most specifically the professional development sessions.
Conference Logo:
The logo was designed with the intend to re- emphasize the ideas of the theme. With the outline of Philadelphia’s skyline, the kite: commonly seen with the city’s favorite son, Benjamin Franklin, as a symbol of discovery and creative invention and lastly the reaching person symbolizing the ERAPPA members as they strive to better their institutions and themselves .
Website: www.erappa2012.org
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ERAPPA 2012 – Mid-Year Meeting Report 62nd Annual Conference September 30 – October 2, 2012 Philadelphia, PA
1b Host Committee Membership
As has had proven success for DVAPPA in the past, the ERAPPA 2012 host committee consist of a large team many from small private institutions with business partners serving as committee members to form a team of dedicated members preparing to host.
Co-Chairs of the Host Committee
Andrew Feick
Kathleen DiJoseph
Professional Development Entertainment, Events, & Spouse/Guest
Michael Patterson - Chair Dawn Barnett – Co-Chair
Dianne Gravatt, ERAPPA PD Liaison Mary Willford Hunt– Co-Chair
Finance Communications
Robert Morro - Chair David Rabold - Chair
Business Partners & Sponsorships Golf Tournament
Thomas Wilson – Chair Donald Pasada – Chair
Recording Secretary
Craig Weineraub
Website: www.erappa2012.org
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ERAPPA 2012 – Mid-Year Meeting Report 62nd Annual Conference September 30 – October 2, 2012 Philadelphia, PA
1c Host Committee Organization Chart The Organization Chart is available in Appendix 1, Item A.
1d ERAPPA 2012 Conference Calendar Friday, Saturday, Sunday, Sunday, Monday, Tuesday, Sept. Sept. 29th, Sept. 30th, Oct. 1st, Oct. 2nd, Oct. 3rd, 28th, 2012 2012 2012 2012 2012 2012 Keynote & Plenary & TOOLKIT TOOLKIT TOOLKIT TOOLKIT TOOLKIT
Board Committee Conference Conference Conference Conference Meetings Meetings
1e Planning Schedule
The Planning Schedule is available in Appendix 1, Item B.
1f Conference Master Schedule
The tentative Conference Master Schedule is available in Appendix 1, Item C
1g Conference Planners – HPN Global
Staff:
As meeting planners, we work closely with the ERAPPA 2012 Host Committee in order to assist with the scope and format of events, to establish and monitor budgets, and to review administrative procedures and event progress. We try to make the most cost-effective arrangements for our client while keeping in mind the high standards the ERAPPA Committee expects for this annual conference. Our responsibilities include assisting the committee with the following: establishing meeting objectives, selecting and inspecting the meeting site, budgeting expenses, researching, contracting and the coordination of special events, and negotiating with suppliers of materials, food, pipe and drape, audio visual equipment and entertainment. Conference planners will be onsite throughout the event to manage it, troubleshoot and answer questions.
Complete Services includes: Plan, manage and execute site/facility requirements including: room booking and setups, delegate accommodation needs Plan and procure all on site services including: AV, computer and office equipment, entertainment, etc. under advisement of the ERAPPA committee Plan and manage food, catering and beverage requirements
Website: www.erappa2012.org
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ERAPPA 2012 – Mid-Year Meeting Report 62nd Annual Conference September 30 – October 2, 2012 Philadelphia, PA
Attend facility pre-conference meetings and onsite meeting as required Provide support for signage and printing services Manage room block pick up working with the hotel Set up and manage conference website Set up and manage online registration system Develop registration policy/plan Manage pre-registration fees Manage registration database Provide regular reports of pre-registration data Receive and process on-site registration Manage onsite registration Issue invoices to receive payment for registrations Consider what type of credit cards can be used Collect unpaid registrations after the conference Track registrations for workshops and assign meeting rooms accordingly Assist in ensuring entitlements of sponsorships are met Maintain up to date list of sponsors Help collect sponsor logos and write-ups for conference materials Work with sub-committee to ensure accurate sponsor acknowledgement In collaboration with the committee, manage all aspects of the exhibition including: registration and the provision of logistical support for the trade show (coordinate all arrangements for exhibits including floor plans, set-up and delivery of materials, brokerage; ensure exhibitors have full information regarding signage, technical installation) Management of all on-site conference logistics and set up a conference registration desk including: arranging the assembly of onsite of delegate bags and name badge production; ensuring all meeting rooms are set-up and ready on time; managing onsite registration process; managing execution of all on-site services pre- and post-conference; managing set up and take down of all conference related materials; coordination of exhibition hall; managing the execution of all food, catering and beverage requirements; managing the execution of entertainment; attend on-site meetings as required; handling emergencies or unforeseen problems on-site. Report to HC and sub-committees on regular basis to provide financial and general updates and see approvals as required Prepare and submit all forms/payment claims etc. Create conference account with accounts receivable and accounts payable, and arrange for payment of all conference expenses Complete all conference follow up where required
1h Conference Planner Contract
The Conference Planner Contract is available in Appendix 1, Item D.
Website: www.erappa2012.org
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ERAPPA 2012 – Mid-Year Meeting Report 62nd Annual Conference September 30 – October 2, 2012 Philadelphia, PA
Section 2 ERAPPA 2012 Professional Development Committee
Committee Michael Patterson, Bucknell University Chair:
Committee Amanda Ryland, Remington Group, Inc. Members: John Kohlhas, Environetics Celeste LePrevost, Dell Services/PM Consulting Services Kimberly D. Mallatratt, Crabtree, Rohrbaugh & Associates Adrienne McKinney, KSS Architects Glenn R. Smith, Bryn Mawr College Kevin Blackney, Blackney Hayes Architects David Zaiser, KSS Architects Ralph Thayer, Swarthmore College Dianne Gravatt, Rutgers University, ERAPPA PD Liaison Kathy DiJoseph, Co-Chair, PD Resource
2a Summary
The theme “Holding Truths and Pursuing Happiness” reflects a desire to keep true to our core professional beliefs and standards while keeping them in balance with our personal lives and beliefs. The focus on the day- to-day management of work in our chosen profession, in concert with handling the challenges in our personal lives, is affected by relationships within our institutions/organizations and how they function. The ERAPPA 2012 Annual Meeting will address the truths we hold professionally and personally, while pursuing a good work-life balance, thereby leading to happiness and satisfaction in both. Professional development programming for this meeting will be informative with the objective to help educational facilities professionals take a step back: looking at where they have been, are now, and are heading.
2b Call for Presentations
The Host Committee Professional Development Committee distributed its Call for Presentations entirely electronically, through Magnet Mail and via the website. The Call was put out on December 16, 2011, with a first reminder sent on January 11th. The initial deadline for submissions was February 3, 2012 but was extended on February 2, 2012 to February 17th to ensure all those interested in submitting were given an opportunity. One last reminder was sent on February 16th. A total of 136 submissions were received. The Host Committee Professional Development Committee is working with the ERAPPA Professional Development Committee to review each submission and determine its quality and applicability to the theme and audience.
The Call for Presentations is available in Appendix 2, Item A.
Website: www.erappa2012.org
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ERAPPA 2012 – Mid-Year Meeting Report 62nd Annual Conference September 30 – October 2, 2012 Philadelphia, PA
2c Monday Keynote Speaker Contract
The Monday Keynote Speaker Contract is available in Appendix 2, Item B.
2d Monday Keynote Speaker Bio
Monday’s Keynote Speaker for ERAPPA 2012 is Stephen M. R. Covey. The following is a biography for Mr. Covey:
Stephen M. R. Covey leads the Global Speed of Trust Practice. A sought-after and compelling keynote speaker and advisor on trust, leadership, ethics, and high performance, he speaks to audiences around the world. He is the New York Times and #1 Wall Street Journal bestselling author of The Speed of Trust, a groundbreaking and paradigm-shifting book that challenges our age-old assumption that trust is merely a soft, social virtue and instead demonstrates that trust is a hard-edged, economic driver—a learnable and measurable skill that makes organizations more profitable, people more promotable, and relationships more energizing. He advocates that nothing is as fast as the speed of trust and that the ability to establish, grow, extend, and restore trust with all stakeholders is the critical leadership competency of the new global economy. Covey passionately delivers that message and is dedicated to enabling individuals and organizations to reap the dividends of high trust. Audiences and organizations alike resonate with his informed, practical approach to real-time issues that affect their immediate and long-term performance.
He is the former CEO of Covey Leadership Center, which, under his stewardship, became the largest leadership development company in the world. Covey personally led the strategy that propelled his father’s book, Dr. Stephen R. Covey’s The 7 Habits of Highly Effective People, to one of the two most influential business books of the 20th Century, according to CEO Magazine. A Harvard MBA, he joined Covey Leadership Center as a Client Developer and later became National Sales Manager and then President & CEO. Under Covey’s direction, the company grew rapidly and profitably, achieving Inc. 500 status. As President & CEO, he nearly doubled revenues to over $110 million while increasing profits by 12 times. During that period, both customer and employee trust reached new highs and the company expanded throughout the world into over 40 countries. This greatly increased the value of the brand and company. The company was valued at only $2.4 million when Covey was named CEO, and, within three years, he grew shareholder value to $160 million in a merger he orchestrated with then Franklin Quest to form FranklinCovey.
Over the years, Covey has gained considerable respect and influence with executives and leaders of Fortune 500 companies as well as with mid- and small-sized private sector and public sector organizations he’s consulted. Clients recognize his unique perspective on real-world organizational issues based on his practical experience as a former CEO.
Website: www.erappa2012.org
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ERAPPA 2012 – Mid-Year Meeting Report 62nd Annual Conference September 30 – October 2, 2012 Philadelphia, PA
Covey currently serves on the board/advisory board of several entities, including the Human Performance Institute—the leader in energy management technology—where he serves as Advisory Board Chairman.
Covey resides with his wife and children in the shadows of the Rocky Mountains.
2e Tuesday Plenary Speaker Contract
The Tuesday Plenary Speaker Contract is available in Appendix 2, Item C.
2f Tuesday Plenary Speaker Bio
Tuesday’s Plenary Speaker for ERAPPA 2012 is Marci Shimoff. The following is a biography for Ms. Shimoff:
Marci Shimoff is a #1 NY Times bestselling author, a celebrated transformational leader, and one of the nation's leading experts on happiness, success, and unconditional love. She is the author of the runaway bestsellers Love for No Reason and Happy for No Reason, which offer revolutionary approaches to experiencing deep and lasting love and happiness. These books soared to the top of many national bestseller lists including The New York Times, Amazon, and the Wall Street Journal and have been translated into 31 languages.
Marci is also the woman's face of the biggest self-help book phenomenon in history, Chicken Soup for the Soul. Her six bestselling titles in the series, including Chicken Soup for the Woman’s Soul and Chicken Soup for the Mother’s Soul, have met with stunning success. Combined, all of her books have sold more than 14 million copies worldwide and have been on the New York Times bestseller list for a total of 118 weeks. Marci is one of the bestselling female nonfiction authors of all time. In addition, she’s the host of the national PBS television show called Happy for No Reason and she’s a featured teacher in the international film and book sensation, The Secret.
President and co-founder of the Esteem Group, she delivers keynote addresses and seminars on self-esteem, self-empowerment, and peak performance to corporations, professional and non-profit organizations, and women's associations. She’s been a top-rated trainer for numerous Fortune 500 companies, including AT&T, GM, Sears, Kaiser Permanente, and Bristol-Myers Squibb. Marci inspires people with her breakthrough methods for personal fulfillment and professional success.
As an acclaimed authority on success and happiness, Marci is often approached by media for her insights and advice. She has been on more than 500 national and regional television and radio shows and has been interviewed for over 100 newspaper articles worldwide. Her writing has appeared in major magazines, including Ladies Home Journal, SELF, and Woman's World.
Website: www.erappa2012.org
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ERAPPA 2012 – Mid-Year Meeting Report 62nd Annual Conference September 30 – October 2, 2012 Philadelphia, PA
Marci earned her MBA from UCLA and holds an advanced certificate as a stress management consultant. She is a founding member and on the board of directors of the Transformational Leadership Council, a group of 100 top leaders serving over ten million people in the self- development market. Through her books and her presentations, Marci's message has touched the hearts and rekindled the spirits of millions of people throughout the world. She is dedicated to fulfilling her life’s purpose of helping people live more empowered and joy-filled lives.
2g Supervisor’s Toolkit Program
In addition to our regular conference running Sunday through Tuesday, September 30 – October 2, 2012, we are pleased to continue the tradition started in Portland, ME in 2009 and offer APPA’s Supervisor’s Toolkit Program starting Friday, September 28th and running through Tuesday, October 2nd. A delayed start on Monday and Tuesday mornings will allow time for Toolkit participants to attend the Keynote and Plenary speaker general sessions.
The Supervisor’s Toolkit Program: Nuts and Bolts of Facilities Supervision is a program designed and developed by APPA for the purpose of training and developing supervisors and managers in the facilities environment at member institutions. It is a minimum 32-hour, seven-module program developed for groups of 25 – 40 people. This unique program, taught by Master and Qualified Trainers, is tailored specifically toward the education facilities professional. All participants will be provided with an official Toolkit Participant Guide and additional handouts from which they will work during the training. Each workbook remains the property of the participant. Certificates of Completion as well as 3.0 continuing education units (CEUs) are provided by APPA for each participant completing at least 32 hours of the training program.
2h Educational Facilities Professional Credential Program
The Educational Facilities Professional Credential Program was not offered last year in Halifax and is going to an on-line delivery system. Based on that, it was agreed with the ERAPPA VP for Professional Development to not offer either the review session or examination at this year’s ERAPPA Conference.
2i Collaboration with the ERAPPA Professional Development Committee
The ERAPPA 2012 Professional Development Committee includes Dianne Gravatt from the ERAPPA Professional Development Committee as a member, in a role as liaison between the two committees, as well as ERAPPA 2012 Co-Chair Kathy DiJoseph. In addition, the March 2012 mid- year meeting provides an opportunity for the two committees to work in a collaborative way, primarily in selecting speakers and session presenters for the ERAPPA 2012 Conference. This joint effort will assure the highest quality educational opportunities for attendees.
Website: www.erappa2012.org
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ERAPPA 2012 – Mid-Year Meeting Report 62nd Annual Conference September 30 – October 2, 2012 Philadelphia, PA
2j Schedule of Events
Educational sessions are scheduled for one hour each, with a five-track format, and seven sessions per track over a two-day period (Monday and Tuesday, October 1st and 2nd). The five tracks are: Truths Imagining Evolution Journeying Happiness
Based on feedback from other ERAPPA conferences, we are not including any formal educational programs on Wednesday morning. Also, given the addition of the Toolkit program, and after consultation with the ERAPPA VP for Professional Development, we are not including any additional in-depth program concurrent with the five tracks.
2k Summary of Cost
Expenses for the general session speakers are comprised of the following costs:
Monday Keynote Speaker (Stephen Covey) $20,000 fee plus lodging
Tuesday Plenary Speaker (Marci Shimoff) $9,000 fee plus lodging, meals, and ground transportation to and from airport, venue and hotel.
Website: www.erappa2012.org
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ERAPPA 2012 – Mid-Year Meeting Report 62nd Annual Conference September 30 – October 2, 2012 Philadelphia, PA
Section 3 ERAPPA 2012 CommunicationsCommittee
Chair: David Rabold, Muhlenberg University
Committee Member: Pat Pancoast, The University of Pennsylvania Voula Liacopolas, Blackney Hayes Bill Whelan, IPs Dorothy Verdon, Bruce Brooks Robert Fini, Futures Lisa Westerfield, Structure Tone Jill Hewes, MKSD Architects
3a Summary
Publications and Promotions are on track with the established time line. ERAPPA 2011 and previous year’s conference feedback is being reviewed to ensure exceptional visibility and provide clear directions to conference attendees.
In keeping with the idea of sustainability, all avenues of electronic signage and marketing are being pursued. Electronic signage at the hotel will be utilized as much as possible. Electronic signage cannot completely replace hard/easel board signs, but will be used to better promote our activities and venues.
Promotional material was distributed in Halifax in October 2011. Promotional items included post-it note pads, and customized kites reflecting back to the ERAPPA 2012 logo. The inventory was kept tight as to not have waste. The ERAPPA 2012 wardrobe was also part of our advertising strategy. Having bright yellow shirts with the theme literally on the sleeves as well as bright vest, the hope was for the Host Committee to be walking signage at the 2011 Hall of Resources. The brochure as described in the Business Partners Section was also handed out at the 2011 Hall of Resources, but rather than continue to use this larger pamphlet, business cards were designed as promotional material that continues to be used. Each has the Business Partner and Conference Planner contacts, as well as a QR code to lead one’s smart phone directly to the website. ERAPPA 2012 committee has found the business cards to not only be resourceful but also part of our sustainable and resource management plan.
The Mid-year Signage design is a test for the final design for signage to be used in October. ERAPPA 2012 has decided to send out mini movie e-reminders as well as one save the date mailer to be sent later.
Website: www.erappa2012.org
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ERAPPA 2012 – Mid-Year Meeting Report 62nd Annual Conference September 30 – October 2, 2012 Philadelphia, PA
3b Conference Publications
Participant List – to be developed Awards and Recognition Ceremony – to be developed Conference Program – to be developed Conference Pocket Guide – to be developed
ERAPPA 2012 and our conference planner are also investigating the use of a conference app for use at the annual conference.
3c ERAPPA 2012 Website
The conference website (www.erappa2012.org) has been up and running since the 2011 conference. The website can also be accessed via the region website (www.erappa.org). Each section has current information for its applicable area. Conference registration using the APPA registration system for the initial time is projected to go live in May 2012. Hotel information and links for reservations are included. Under Professional Development, the call for presentations have been announced, along with instructions for submitting presentations. The Conference Schedule is currently scheduled to be posted in May 2012. Information on the golf tournament is available. Attendees are advised to stay tuned for further information on our variety of entertainment options.
The website will be frequently updated to ensure that the most accurate and timely information is available to registrants and attendees.
Website: www.erappa2012.org
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ERAPPA 2012 – Mid-Year Meeting Report 62nd Annual Conference September 30 – October 2, 2012 Philadelphia, PA
3d Magnet Mail
The ERAPPA 2012 Host Committee is using ERAPPA’s Magnet Mail account for all conference correspondence. To date, we have sent out two mailings one for the Call for Presentations, and one for Business Partner solicitation. We will follow through with additional save-the-date reminders and registration e-mails.
We are concerned about overwhelming members and business partners with e-mail, while at the same time concerned about doing an effective job marketing the conference. We plan to work with the mailing list to eliminate registered individuals when registration e-mails go out.
3e Registration System Summary
Registration for exhibitors and business partners has been open since October 2011. Registration for conference participants is scheduled to open in May 2012. HPN Global, ERAPPA 2012 Conference planner has been working closely with APPA for the initial use of ERAPPA using APPA’s registration system for the annual meeting. The mid-year meeting has also been a test for this system to provide a smooth registration process for the annual meeting.
Website: www.erappa2012.org
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ERAPPA 2012 – Mid-Year Meeting Report 62nd Annual Conference September 30 – October 2, 2012 Philadelphia, PA
Section 4 ERAPPA 2012 Hotel, Registration and Transportation
Co-Chairs: Andrew Feick, Kathleen DiJoseph
Conference Planners: HPN Global, Angela Spearman
4a Summary
The ERAPPA 2012 co-chairs have been working closely with our conference planner and in consultation with the sub-committee chairs to provide a positive experience for all attendees in terms of hotel, quality and comfort of accommodations, meeting rooms, meals, transportation, and logistical needs throughout the 2012 Conference.
The committee has been working to provide a wide array of enjoyable, high quality, and affordable events for all conference attendees. Our hope is that the slate of events and entertainment, meals and hotel accommodations will result in a memorable conference experience. We are working closely with the hotel staff and our conference planner to assure that all events are of the highest quality and interest.
The main focus of the spouse/guest program is to provide a variety of experiences. The location of this year’s conference, Philadelphia, PA provides many options for families to tour significant historic sites and exciting museums, etc. ERAPPA 2012 is working to balance scheduled events with free time in the city and to provide access to access and concierge style knowledge of available activities and top ten things to do.
Contracts for the following events/locations are located in Appendix 3: Monday evening at The Franklin
4b Hotel Room Costs and Blocks
Hotel rooms at the Loews will be $165 + taxes/night for the conference. A total of 1,183 room nights have been reserved over the duration of the conference.
The hotel contract is located in Appendix 4, Item 2.
4c Food, Food Counts and Cost of Food
Menus are being developed for the conference. Details on the counts and budget costs will be discussed in Section 8 - Finance. Food counts will be managed through close monitoring of registration counts, historical counts, and actual attendance. ERAPPA 2012 Host Committee is also aware of the significant cost to hotel dining in high end urban setting, such as the Loews
Website: www.erappa2012.org
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ERAPPA 2012 – Mid-Year Meeting Report 62nd Annual Conference September 30 – October 2, 2012 Philadelphia, PA
Philadelphia. HPN Global as well as our committees are working very closely with the Hotel to keep tabs on food and finances.
4d Function Grid
A function grid detailing each event set-up and food requirements is being developed and a draft is a supplement to this report.
4e Hotel Floor Plans and Capacity Chart
The hotel floor plans and meeting room capacity charts are included below:
Exhibit Hall Map:
Second Floor: Millennium and Commonwealth Rooms
4f Transportation
Logistical transportation requirements will be provided by both historic Philadelphia Trolley Works and Starr Chartered Luxury Motor-coaches. Contracts are in negotiation and will be provided post Mid-year. Besides Golf, most events, including Monday night at The Franklin are walk-able although transportation will be provided in case of weather and/or desire.
Website: www.erappa2012.org
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ERAPPA 2012 – Mid-Year Meeting Report 62nd Annual Conference September 30 – October 2, 2012 Philadelphia, PA
4g Hotel Status
On-line Registration and Housing commenced on October, 2011 through HPN Global and APPA.
We are pleased to offer a special group rates at one of the top luxury hotels in Philadelphia, the Loews Hotel. Built in the historic PSFS building, the first skyscraper ever built in the City of Brotherly Love, the Loews is not only a wonderful hotel but a great example of renovation and adaptive re-use. Contemporary décor based on the Art Deco style of the building and gracious hospitality make Loews Hotel Philadelphia, one of Center City's most inviting places to stay. Enjoy supremely comfortable rooms and personalized service at our luxury Philadelphia hotel.
Loews Philadelphia Hotel is rated one of the "World's Best Hotels" by Travel + Leisure readers.
The 581 guest rooms include 14 suites and 55 concierge club rooms, all of which are luxuriously appointed and are furnished to suit the needs of both families and business travelers. The number of rooms and conferences spaces allow for all events, professional development seminars and the Hall of Resources to be conveniently located in the same building. The host committee is aware of easy access from other hotels and convenience of the city may mean that many of our business partners may choose not to stay at the Loews. The host committee and our conference planner are strategically working to ensure that the great rate is advertised as well as the convenience of all being together for the conference. Our Conference planner, who also served as the hotel negotiator kept the contracted room block tight so there will not be an issue to fill these.
Located in the heart of the city Loews Philadelphia Hotel is perfectly situated so ERAPPA 2012 attendees can take advantage of everything this city has to offer.
Website: www.erappa2012.org
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ERAPPA 2012 – Mid-Year Meeting Report 62nd Annual Conference September 30 – October 2, 2012 Philadelphia, PA
Section 5 ERAPPA 2012 Entertainment, Spouse/Guest and Special Events Committee
Committee Co-Chairs: Mary Wilford-Hunt, Layfette University Dawn Barnett, Cabrini College
Committee Members: Howard Holden, Cabrini Sue Smith, Spouse Mykhaylo Kulynych, H2L2 Tom Wocklish, Entech David Feick, Entech Jessica Spadaford P. Agnes Heidi Theide,BLTA Pam Zimmerman, Zimmerman Studios
5a Summary
The entertainment, spouse/guest and special events committee has been working to provide a wide array of enjoyable, high quality, and affordable events for all conference attendees. Our hope is that the slate of events and entertainment, meals and hotel accommodations will result in an enjoyable introduction to the city of Philadelphia and its surroundings and will provide a conference experience not to be forgotten. The host committee team’s toughest obstacle is the extent of what is available and the process of making the choices that best suit our attendees.
Having a sub-committee that has spouses who have been attending for years has given this committee an insider’s focus to the desired events for the spouse. The overall cost to include all conference events was kept as low as possible to attract spouse/guests to the conference in a program that has seen decreasing attendance in past years due to cost. The program is designed to highlight some attractions of the local area that will give participants an exposure to internationally recognized spaces for which the Philadelphia area is home..
5b Schedule of Events
Sunday Spouse/Guest Event – We are currently negotiating with The Barnes September 30, 2012 Foundation for a private event. This may take place on Saturday. If Saturday, we may hold a Brunch and city tour on Sunday
Campus Tours of University of Pennsylvania and Bryn Athyn College, tentatively
Website: www.erappa2012.org
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ERAPPA 2012 – Mid-Year Meeting Report 62nd Annual Conference September 30 – October 2, 2012 Philadelphia, PA
Monday Spouse/Guest Event – Tour of Longwood Gardens, Lunch at The Brandywine October 1, 2012 River Museum
Monday Evening Event – At The Franklin, an evening with Ben
Tuesday Spouse/Guest Event – A self guided shopping trip in the city and get October 2, 2012 together for lunch or a bus trip to the King of Prussia Mall and lunch
Cocktail Reception and Awards Banquet with entertainment
Wednesday Fun Walk/Run October 3, 2012 Holding Truths and Pursuing Happiness through the historic cobblestoned streets, pass the Liberty Bell and Indepence Mall
5c Estimate of Support Staff Requirements
The host committee will be providing staff to assist with the spouse/guest events, as well as volunteers for the campus tours and Monday night event. HPN Global will be assisting throughout but specifically at the Tuesday night banquet.
5d Description of Events
1. University of Pennsylvania and Byrn Athyn College Campus Tours Philadelphia being a city with such a high concentration of higher education institutions it has been difficult to decide which to showcase. The host committee always wanted to tour one urban and one suburban campus.
The University of Pennsylvania:
Penn has a long and proud tradition of intellectual rigor and pursuit of innovative knowledge, begun by Benjamin Franklin in 1740. That tradition lives today through the creativity, entrepreneurship, and engagement of our faculty, students, and staff.
Beautiful Urban Campus: Expansive college greens and recreational spaces. Landmark architecture. Twelve schools connected on a single campus. Penn's geographical unity is unique among Ivy League schools, fostering our integrated approach to education, scholarship, and research. Penn's heritage is likewise reflected in its
Website: www.erappa2012.org
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ERAPPA 2012 – Mid-Year Meeting Report 62nd Annual Conference September 30 – October 2, 2012 Philadelphia, PA landscape, where a vibrant, 279-acre, urban campus boasts more than 180 buildings and many notable landmarks, including Houston Hall, the nation's first student union; Franklin Field, the country's first double-decked college football stadium; and 165 research centers and institutes.
The University of Pennsylvania remains an eminent, world-class institution for the creation and dissemination of knowledge, serving as a model for colleges and universities throughout the world
Bryn Athyn College:
Bryn Athyn College: Bryn Athyn College has been educating undergraduates since its incorporation under the laws of the Commonwealth of Pennsylvania in 1877. Then known as the Academy of the New Church, its original purpose was (like most institutions of higher learning in those days) to train ministers. In 1890 the Academy established a separate organization: the General Church of the New Jerusalem, a religious body based on the teachings of Emanuel Swedenborg. A generous endowment from John Pitcairn and others enabled the Academy of the New Church to very quickly expand from a seminary into a high school and a two- year college. In 1914 it became a four-year college and by 1922 the College was conferring both Bachelor of Arts and Bachelor of Science degrees. In 1997, the Academy of the New Church College adopted a new name: Bryn Athyn College.
Today, while remaining grounded in the tenets of the New Church and the teachings of Emanuel Swedenborg, the College is growing rapidly. Within the next ten years, Bryn Athyn College expects to triple its enrollment. To serve the needs of this expanded student population, the College developed a campus master plan followed by a series of strategic building projects.
The College's original campus and surrounding community of Bryn Athyn were designed in 1893 by Charles Eliot of the firm Olmstead, Olmstead, and Eliot – the firm responsible for the design of Central Park in New York City. Much of the College's 130-acre (0.53 km2) campus is undeveloped open land. The nearby Pennypack Ecological Restoration Trust supplements the natural surroundings with eight miles (13 km)of trails following a creek through woods and fields. A master plan for the campus was completed by Sasaki in 2006
.
Website: www.erappa2012.org
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ERAPPA 2012 – Mid-Year Meeting Report 62nd Annual Conference September 30 – October 2, 2012 Philadelphia, PA
2. The Barnes Foundation : Set to open in May 2012 this is an international event in the Art world and the Host Committee are working to negotiate a private tour
3. Tour of Longwood Gardens
The spouse/guest tour will experience the world of Longwood Gardens... a place to see dazzling displays that elevate the art of horticulture... a place to enjoy performances that inspire... a place to watch majestic fountains spring to life... a place to relax and reconnect with nature.
Discover our storied heritage and the indelible mark of our founder, Pierre S. du Pont, which guides us today.
Explore one of the great gardens of the world, from our 4-acre Conservatory to the splendor of our outdoor gardens spanning 1,077 acres. Step out of your world and into ours... where the living things that surround you make you feel more alive.
Lunch to follow at the Brandywine River Museum: Exhibiting American art in a 19th-century grist mill, the Brandywine River Museum is internationally known for its unparalleled collection of works by three generations of Wyeths and its fine collection of American illustration, still life and landscape painting.
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ERAPPA 2012 – Mid-Year Meeting Report 62nd Annual Conference September 30 – October 2, 2012 Philadelphia, PA
4. Monday night event, The Franklin: an evening with Ben Founded in honor of America’s first scientist, Benjamin Franklin, The Franklin Institute is one of America’s oldest and premier centers of science education. The museum is known for blockbuster exhibits, a bevy of interactive ongoing exhibitions, and one-of-a-kind theatrical experiences. Today, the Institute continues its dedication to public education and creating a passion for science by offering new and exciting access to science and technology in ways that would dazzle and delight its namesake. The host committee is excited to have this entire space exclusively for our group. A recent renovation to the Franklin Memorial Hall will showcase a lighting show and mini movie and how to bring modern technology seamlessly to an historic space. The host committee is thrilled to let our attendees walk through the heart and experience the sky bike, all while enjoying the food and drink provided by one of the cities primier caterers.
5. Tuesday night Awards Banquet Promising a night you will not forget the Banquet will take place in the Loews with entertainment to follow. The host committee is currently negotiating with several options for the evenings events. At some point we will feature the local campus talents, but the after party will be where the action is.
7. Fun Walk/Run This popular conference closing event will go directly from the hotel through the historic part of Philadelphia known as Olde City and pass the liberty bell, the national constitution center as well as home of the Declaration of Independence signing, Independence Hall.
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ERAPPA 2012 – Mid-Year Meeting Report 62nd Annual Conference September 30 – October 2, 2012 Philadelphia, PA
Section 6 ERAPPA Business Partners
Committee Chair: Thomas Wilson, University of Pennsylvania, Library
Committee Member: Don Banzhof, Warfel Mike Makofsky, Tech Reps, Inc Mary Ely, VMA Terry Reed, SSM Group
6a Summary
The objective of the Business Partner Committee is to put together a financially sound package to support the ERAPPA 2012 Conference. Business Partners will have the opportunity to select different sponsorship levels embedded within the booth cost. In addition, once a sponsorship level has been selected, the location of the booth within the business partner area may be chosen as it applies to that level of sponsorship. Our business partners bring an educational component that enhances the overall conference for attendees. Demonstration of their services and equipment lend a “hands-on” educational approach that allows attendees to see and discuss actual issue(s) with business partners. This is imperative in the overall networking process between our APPA members and business partners.
The ERAPPA 2012 Business Partner Committee has and will continue to work very closely with HPN Global to develop the following:
Sponsorship Opportunities ERAPPA 2012 Business Partner Package and Web Page Solicit Sponsorship Opportunities to support the Conference Coordinate Business Partner chosen Booth Locations for Sold Sponsorship Levels
6b Status
To date, the Business Partner Committee and HPN Global have been working with the hotel and have contracted with Metropolitan Expositions for hall of resources services including booth setup and teardown during event; successfully established a booth layout (with sponsorship assignments); coordinated with the Loews Hotel on food and beverage table locations and power for booths; provided a detailed “Invitation to Business Partners” for ERAPPA 2012; drawn up and edited an agreement between Exhibitors and ERAPPA 2012; devised comprehensive registration options and tracking web based system on the ERAPPA 2012 web site through HPN Global, plan contacts to all past and potential business partners via Magnet Mail, and contacted selected business partners using committee chair’s personal e-mail. After some initial confusion, ERAPPA 2012 at the Board’s request established differing cost for members of ERAPPA versus non-members.
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ERAPPA 2012 – Mid-Year Meeting Report 62nd Annual Conference September 30 – October 2, 2012 Philadelphia, PA
Exhibitor/ ERAPPA 2012 has followed the successful model adopted by the last three Sponsorship ERAPPA conferences in Halifax, Pittsburgh, and Portland. Sponsorship Opportunities opportunities are tied to both events and packages.
Each business partner is given an equal opportunity to sponsor something in their booth cost. Committee members have been active in discussing ERAPPA 2012 with all potential business partners with whom they make contact during their normal workdays. There were discussions with Business Partners strategically timed to fiscal year funding. Based on where sponsorships are at mid-year the entire host committee will be involved in the advertising of ERAPPA 2012. The business cards have been a successful conversation starter.
Exhibitor/ The booth layout was coordinated closely with the Business Partner Business Partner Committee, HPN Global, Metropolitan Expositions and the Loews Hotel. A Booth Layout color depiction of the layout was handed out in Halifax and provided online on the ERAPPA 2012 website. Booths for sponsorship were selected based on the higher the sponsorship, the more exposure in the hall. Higher sponsorship booths are located near the food and beverage areas where people tend to congregate.
Business Partners may select their booth at the same time they purchase sponsorship. Booth placement is based upon a “first-pay/first-select” basis.
Exhibitor/ HPN Global has been handling the registration phase, as well as Business Partner tracking registration with regard to level of sponsorship. Coordination One-on-one coordination is also done with Exhibitors/Business Partners when specific questions need to be answered, etc.
6c Anticipated Business Partner Attendance Figures & Budget Impact
The following are the level of sponsorships:
Freedom Level Sponsor 5 @ $10,600 non-members $10,000 ERAPPA members PLATINUM Level Sponsor 7 @ $7,100 non, $6500 members GOLD Level Sponsor 19 @ $5,600 non, $5,000 members SILVER Level Sponsor 14 @ $4,600 non, $4,000 members EXHIBITOR Level 45@ $3,940 non, $2890 members
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ERAPPA 2012 – Mid-Year Meeting Report 62nd Annual Conference September 30 – October 2, 2012 Philadelphia, PA
A supplemental handout is being provided with current sponsorship sales figures.
6d Hall of Resources Schedule
The Hall of Resources on the mezzanine level of the Loews Hotel is close proximity to provide easy access for attendees and easy access for business partners. All exhibit booths must remain intact until the official closing hour. It is the Business Partner Committee’s decision to allow the maximum amount of exposure time to our Exhibitors/Business Partners without taking away from the overall educational experience that our APPA membership has demanded over the years.
1. Sunday / September 30th, 2012 noon – set up 5:00PM-8:00PM – Opening ceremony/reception
2. Monday / October 1, 2012 9:30AM – 10:30AM, 11:30AM – 1:00PM, and 2:00PM– 3:00PM Hall Open
3. Tuesday / October 2, 2012 7:00AM-NOON Hall Open NOON-3:00PM - BREAKDOWN
6e Recognition of Business Partners
The Business Partner Committee is diligently making personal contact with potential Exhibitors/Business Partners for ERAPPA 2012. Additionally, other members of the Business Partner Committee have been networking with Business Partners with whom they have had contact in the past.
Additionally, the Business Partner Committee has shared the ERAPPA Board’s position that Business Partner recognition deserves additional focus and effort. The committee will look to see reaction to previous recognition efforts in Halifax and Pittsburgh and will be reviewing over the next several months to see what has been successful and to ensure appropriate recognition is given.
6f Sponsorship and Exhibitor Packet
The Sponsorship and Exhibitor Brochure is available in Appendix 5, Item A. This document contains the Invitation to Business Partners, the Sponsorship Opportunities, and the Hall of Resources Map.
The contract for the exhibition management company to set up the Hall of Resources is available in Appendix 5, Item B.
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ERAPPA 2012 – Mid-Year Meeting Report 62nd Annual Conference September 30 – October 2, 2012 Philadelphia, PA
Section 7 ERAPPA 2012 Golf Tournament Committee
Committee Chair: Don Pasda, Lehigh University
Committee Member: Henry Hudson, Bala Engineering Patrick Paro, IMC Construction Robert Reeves, E.Allen Reeves
7a Summary
The committee met in order to evaluate several local golf courses in the suburban Philadelphia area. This committee has had some leadership change. The charge of the committee is to select a golf course, to develop a tournament format, and to coordinate the planning of the event. Our goal was to find a course that caters to tournament play and was not too distant from the hotel. The following four planning requirements are currently being coordinated by the golf committee: budget, meal menu (based on course selections), sponsors (part of the business partner committee), and prizes.
7b Golf Course Information
The ERAPPA golf tournament on October 1, 2012 will be at Broad Run Golf Club in West Chester, PA. Broad Run was designed by world renowned golf course architect Rees Jones. Our championship 18- hole public golf course offers arguably the best layout in the region. The course is maintained at the highest standards with some of the most consistent greens around. The course features incredible vistas from almost every hole. At Broad Run we don't promote one hole as our signature hole we think we have 18 amazing holes all offering unbelievable majestic views of the surrounding landscape. The Broad Run golf course is built on 372 acres of rolling countryside. Considering the average course is built on 200-250 acres of land, you will feel as though your group is the only one out there during your round.
The exact format is under discussion.
Prizes: TBD
Gifts: TBD
On course beverage cart service Tournament signage – placement and removal Transportation to and from the Golf Course
The schedule for the day’s event will be as follows:
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ERAPPA 2012 – Mid-Year Meeting Report 62nd Annual Conference September 30 – October 2, 2012 Philadelphia, PA
6:15AM. – Bus leaves hotel for golf course 7:15 AM. – Breakfast served and practice facilities open 8:30 AM – Tournament starts with shotgun start 1:00 PM – Lunch and awards immediately after golf completion 3:00 PM. – Bus returns to hotel
7d Golf Contract
The Golf Contract is available in Appendix 4, Item A.
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ERAPPA 2012 – Mid-Year Meeting Report 62nd Annual Conference September 30 – October 2, 2012 Philadelphia, PA
Section 8 ERAPPA 2012 Finance Committee
Committee Chair: Robert Morro, Villanova University
Committee Members: Karen Zinn, University of Delaware
8a Summary
The responsibility of the Finance Committee is to develop a balanced budget for the conference and to manage revenues and expenses to meet the financial goals of the Eastern Region of APPA.
8b Budget Philosophy
In preparing the budget for the 2012 Conference, the Finance Committee has worked with the information from the past three annual meetings along with significant input from our VP of Annual Meetings, Beth Clark and our conference planner HPN Global. The committee constructed a budget which reflects reasonable costs for our members and Business Partners. In addition, the expenses provide for an outstanding educational opportunity along with great entertainment and networking. The committee understands the economic constraints for both institutional members and Business Partners and has taken a conservative approach with our expenses.
8c Status
The Finance Committee is comfortable at this point that the business partner revenue appears to be coming in as projected and that our institutional member participation will be met. Our exhibitor costs and hotel expenses appear to be on budget along with meals, speakers, entertainment, and transportation. The cost of holding this event in a major metropolitan area is evident in such items as food costs. Some items such as meal counts will have to be heavily monitored to have minimum if not no overage. Being the initial group to have different costs for members versus non-members as well as the increase in projected profits, the committee is working diligently to ensure that desired goals for a successful conference are met.
8d Conference Budget
The entire Conference Budget is a supplemental handout.
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ERAPPA 2012 – Mid-Year Meeting Report 62nd Annual Conference September 30 – October 2, 2012 Philadelphia, PA
Section 9 ERAPPA 2012 Volunteers
Volunteer Coordinator: Thomas Wilson, The University of Pennsylvania
9a) Current List of Volunteers
The committee is keeping an active lists of volunteers. Some have been asked to step up early to assist the committee with planning, others are on reserve until assigned a spot for the annual conference. The committee is confident that between the number of those currently serving on the host committee and those volunteering to assist, there will be enough people power in Philadelphia to help ERAPPA 2012 in Holding Truths and Pursuing Happiness.
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ERAPPA 2012 – Mid-Year Meeting Report 62nd Annual Conference September 30 – October 2, 2012 Philadelphia, PA
1 APPENDIX
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ERAPPA 2012 – Mid-Year Meeting Report 62nd Annual Conference September 30 – October 2, 2012 Philadelphia, PA
ERAPPA 2012 Planning Schedule Receive approval for budget, registration form, Professional Development Program schedule at MYM April - May: PD Committee- Mike Contact approved presenters, confirming attendance/participation & presenter requirements Complete contract with any special speakers
HPN Global - Angie Finalize registration form
Entertainment Committee – Mary and Dawn Finalize hotel & menu selections Finalize entertainment and special event activities Communication -David Purchase marketing materials for Annual Meeting, i.e. delegate bags, give-aways, badges, lanyards, Professional development program presenter gifts, etc.
Business Partners- Tom Sponsorship Recruitment
Golf Committee-Don Finalize format Prize/gift selections
Finance-Bob Continue June - September: Co-Chairs Andy and Kathy Finalize registration form and introduction to the meeting letter Confirm requirement of meeting/other rooms Finalize conference brochure and have printed
Communication -David Prepare conference program Get all ribbons and badges required for speakers, VIP's, etc Develop signage plan Finalize signage plan and have signs fabricated
HPN Global - Angie Arrange for all audio-visual requirements Ensure hotel arrangements have been made by ERAPPA Board members and APPA Officers September: Prepare registration bags and badges
Business Partners- Tom Develop list of volunteers
Entertainment Committee – Mary and Dawn Confirm all events, and F&B counts
Golf Committee-Don Finalize transportation, F&B, counts
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ERAPPA 2012 – Mid-Year Meeting Report 62nd Annual Conference September 30 – October 2, 2012 Philadelphia, PA
2 APPENDIX APPENDIX
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ERAPPA 2012 – Mid-Year Meeting Report 62nd Annual Conference September 30 – October 2, 2012 Philadelphia, PA
Call for Presentations
Theme “Holding Truths and Pursuing Happiness” reflects a desire to keep true to our core professional beliefs and standards while keeping them in balance with our personal lives and beliefs. The focus on the day- to-day management of work in our chosen profession, in concert with handling the challenges in our personal lives, is affected by relationships within our institutions/organizations and how they function. The ERAPPA 2012 Annual Meeting will address the truths we hold professionally and personally, while pursuing a good work-life balance, thereby leading to happiness and satisfaction in both. This year’s Annual Meeting is being held at the Loews Hotel in Philadelphia, PA. Professional development programming for this meeting will be informative and designed to help educational facilities professionals take a step back: looking at where they have been, are now, and are heading. Session Topics
Sessions should look to relate to and incorporate the theme “Holding Truths and Pursuing Happiness” and be innovative, engaging, and interactive. Additional weight is placed on submissions that promote and encourage the audience to participate. The ERAPPA Professional Development Committee seeks a balanced program organized around five education tracks. Timely topics and those targeted to attract first time attendees, those new to the
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ERAPPA 2012 – Mid-Year Meeting Report 62nd Annual Conference September 30 – October 2, 2012 Philadelphia, PA facilities profession, as well as emerging professionals involved with Higher Ed facilities organizations, are highly desired. Sessions using interactive technology to compliment the lecture, workshop or panel formats are highly recommended. While there is not a specific sustainability track this year, weight will also be given to presentations on, or incorporating, green topics since sustainability issues are integral to many facilities challenges. This year, the Conference’s center city Philadelphia location, where something is always happening in our industry, offers the opportunity to visit innovative projects recently completed and with pertinent learning opportunities for attendees. The Professional Development Committee is interested in evaluating potential tours within walking distance of the
Loews Hotel and solicits ideas for these types of sessions. The primary educational categories for this year’s conference are:
Audience
Attendance at this annual meeting includes approximately 500 educational facilities management professionals and business partners from eastern Canada and the northeastern United States. Sessions are 60 minutes in length and should
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ERAPPA 2012 – Mid-Year Meeting Report 62nd Annual Conference September 30 – October 2, 2012 Philadelphia, PA allow some time for questions. Typically, presentations should be developed for groups of 30 to 75 attendees but sessions can hold 100 participants. Business partners are encouraged to collaborate with member institutions for joint presentations. Selection Process Presentations from both ERAPPA member institutions and business partners are encouraged. Proprietary presentations are not acceptable. Member institutions and business partners are encouraged to create joint presentations that reflect the partnership and implementation of ideas and/or projects. Presentations will only be accepted through the online form found on the Presenter’s Resources page. Please note that no compensation is provided to those submitting presentations and all speakers are responsible for all expenses incurred in attending, including housing, travel and either a one-day or conference business partner/institutional registration for the Conference. The Professional Development Committee will review submissions and selection will be based on the following:
I. Relevance to the conference theme II. Timeliness of the topic to educational facilities management III. Qualification of the presenter(s) IV. Quality of learning objectives V. Anticipated audience participation VI. Innovation in the session style (i.e. use of laptops, panel discussions and workshops) VII. Overall quality
ERAPPA is an organization of educational facilities professionals who have solid, but varied, backgrounds in facilities management. Presenters should assume basic audience knowledge and focus on innovations as they relate to technology and management practices, problem solving and other issues of general interest. AIA LU and PDH Credits
ERAPPA is a registered AIA/CES provider. Selected presentations can be submitted for consideration for educational and professional development credits required by Registered Architects and Licensed Engineers. To help expedite the approval process, all submissions are required to list at least four learning objectives. A check box is provided if the presentation is already approved. ERAPPA would like to coordinate with the presenter on the necessary steps to ensure all attendees to the session will receive credit. A member of the
Professional Development Committee will follow up with selected presentations regarding additional information and early deadlines required. Questions
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ERAPPA 2012 – Mid-Year Meeting Report 62nd Annual Conference September 30 – October 2, 2012 Philadelphia, PA
STEPHEN M. R. COVEY SPEAKER AGREEMENT This Speaker Agreement (the “Agreement”) entered into this 16th day of May 2011, by and between Franklin Covey Client Sales, Inc., with a principal place of business at 2200 West Parkway Blvd., Salt Lake City, UT 84119 (“Franklin Covey”) and DVAPPA with its principal place of business at 601 E Main St., Collegeville, PA 19426 (“Client”). Franklin Covey and Client hereby agree that Stephen M. R. Covey (“SMR Covey”) shall present for Client and Client shall pay Franklin Covey for such presentation according to the terms and conditions of this Agreement (the “Speech”). A. SPEECH PRESENTATION 1. Speech Presented. SMR Covey shall present the Speech entitled The Speed of Trust on Monday, October 1st, 2012 from 8:00am – 9:30am at the ERAPPA 2012, Philadelphia 62nd Annual Conference, Holding Truths and Pursuing Happiness. The venue for the Speech is Loews Philadelphia Hotel. No additional appearances or activities shall be planned by the Client nor expected of Franklin Covey unless expressly contained as a part of the terms of this Agreement. The Presentation Fee (as defined below) is understood to be for the aforementioned program only and any additional activities are to be treated independently. 2. Speech Audience. The approximate audience size for the Speech is: 600 3. Speech Facilities. Client shall arrange for and reserve physical and technical facilities including all necessary audio, video, and other equipment and refreshment services sufficient to accommodate the Franklin Covey presenter and the anticipated Speech attendees. Specifics of said arrangements are set out on Exhibit A attached hereto and incorporated herein. Client agrees to pay for all facilities, equipment, and refreshment services arranged and reserved. B. PAYMENT TERMS 1. Presentation Fees. The presentation fee charged for the scheduled Speech is $20,000.00, plus costs for any teaching materials used in the presentation (collectively referred to as the “Presentation Fee”). In addition, Client may purchase The Speed of Trust book at the price of $10.00 for soft-cover and $15.00 for hard-cover for each participant, plus shipping and handling. A deposit of the speaking fee in the amount of $5,000.00 is required to secure the date of the Speech and must be returned along with a signed copy of this Agreement within 15 days of receipt. Franklin Covey shall invoice Client an second deposit of $5,000.00 to be received by November 30th, 2011. Franklin Covey shall invoice Client the remaining balance of $10,000.00, and for any costs of teaching materials, taxes, and applicable charges. Client shall pay the invoiced amount within thirty (30) days of receipt. 2. Workshop Materials. Client may provide a book for each workshop participant and will place an order sufficiently in advance as to ensure full payment and delivery of same thirty (30) days prior to the event. 3. Accommodations and Travel Expenses. Client shall put SMR Covey’s lodging for the event on their master account. All other expenses will be the responsibility of Franklin Covey. C. COPYRIGHT & MEDIA AUTHORIZATION 1. Concepts and Materials. Franklin Covey owns or controls all proprietary rights and copyrights to all concepts and materials related to the Speech. Any unauthorized use, reuse, copying, reproduction, recording (either by audio or video), transmittal, broadcast, modification, or revisions of any such materials or concepts of the scheduled speech or any portion thereof are expressly prohibited and shall constitute a breach of this Agreement and/or federal copyright law. Any video or audio captured of SMR Covey or any other representative of Franklin Covey or The Speed of Trust is bound by the stipulations of this section. Said recordings must be forwarded to the Franklin Covey legal department within ten (10) business days of their inception. 2. Media Authorization. IMPORTANT NOTE: THIS EVENT MAY NOT BE PUBLICIZED UNTIL A SIGNED COPY OF THIS CONTRACT HAS BEEN RETURNED AND THE DEPOSIT HAS BEEN RECEIVED. All media requests related to this event and involving SMR Covey or his representative(s) shall be forwarded to the Franklin Covey legal department for prior approval and scheduling. Any media activities that occur in relation with the actual delivery of the event shall be summarized and submitted to Franklin Covey within seven (7) days of occurrence. D. MISCELLANEOUS TERMS
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ERAPPA 2012 – Mid-Year Meeting Report 62nd Annual Conference September 30 – October 2, 2012 Philadelphia, PA
1. Invalidity. The invalidity or unenforceability of any provisions of this Agreement shall not affect the validity or enforceability of any other provision of this Agreement, and each provision shall be enforced to the maximum extent permitted by applicable law. 2. Complete Agreement. This Agreement is a complete and exclusive statement of the Agreement between the parties and supersedes all prior proposals, agreements and understandings, oral or written, and all other communications relating to the subject matter of this Agreement. 3. Amendment or Waiver. This Agreement may only be amended or any provision herein waived by written instrument executed by each party hereto. No waiver of any provision shall constitute a waiver of any other provision hereof, similar or not, nor shall such waiver constitute a continuing waiver unless otherwise expressly provided. 4. Attorney’s Fees. In the event either party institutes an action before any court of law to enforce the terms of the Agreement, the prevailing party in such action shall be entitled to recover its costs and expenses in connection with such action, including reasonable attorney’s fees, in addition to any other or further relief awarded by the court. 5. Governing Law. This Agreement and its validity and interpretation shall be governed by and construed in accordance with the laws of Utah, notwithstanding any choice of law rules of Utah or any other state or jurisdiction. 6. Cancellation and Rescheduling. If Client cancels the speech, it must be done in writing and Client shall be subject to a cancellation fee which will be determined according to the number of days prior written notice is given, as outlined in the following table: Days Prior Notice 1-30 31-90 91 or more Cancellation Fee (% of presentation fees) 100% 50% 25% If SMR Covey is unable to perform due to illness or unforeseen emergency, Franklin Covey will not be liable for any expenses or losses incurred by the Client. Franklin Covey will recommend comparable speakers and, if acceptable to Client, all differences in fees and expenses will be agreed to prior to acceptance by Client. If no alternate can be agreed upon, all moneys received will be returned to Client. Neither party shall be deemed to be in default or breach, and shall not be liable for any loss, damages or delay due to war invasion, terrorism, insurrection, riots, order of any civil or military authority; fire, flood, earthquake, weather; walkouts, strikes, and other labor disputes; the unforeseeable failure of suppliers to meet their contractual obligations; transportation problems beyond control of the Speaker, overriding professional responsibility, or, without limitation, any other cause beyond the party’s control. (signature page to follow) Page 3 of 5 IN WITNESS WHEREOF, the parties hereto have signed and entered into this Agreement as of the date first written above. FRANKLIN COVEY CLIENT SALES, INC. DVAPPA Signed: ______Signed: ______By: David P. Kasperson By: ______Title: Executive Director – Trust Practice Title: ______Date: ______Date: ______EXHIBIT A Client Contact: Celeste LePrevost, ERAPPA, 610--‐‑828--‐‑4090x1382 office, 267--‐‑977--‐‑9576 mobile Billing Contact: Andrew Feick, DVAPPA, 601--‐‑409--‐‑3598 FranklinCovey: David Kasperson, Director of Business and Community Development, [email protected] +1--‐‑801--‐‑492--‐‑5063 direct, +1--‐‑801--‐‑717--‐‑8352 mobile Maranda Everett, Client Services Coordinator for Director 801--‐‑492--‐‑5066 direct, [email protected] Dawn Newman, Executive Assistant to Stephen M. R. Covey 801--‐‑492--‐‑5056 direct, [email protected] Audience Profile: College/University Facilities Directors Topic of Speech: The Speed of Trust Date of presentation: Monday, October 1st, 2012 Time of presentation: 8:00am – 9:30am, and then a 45 minute break--‐‑out shortly
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ERAPPA 2012 – Mid-Year Meeting Report 62nd Annual Conference September 30 – October 2, 2012 Philadelphia, PA thereafter Location of presentation: Loews Philadelphia Hotel 1200 Market Street Philadelphia, PA 19107 Accommodation reservations to be made by: Please coordinate travel arrangements and accommodations with Dawn Newman, 801--‐‑492--‐‑5056, [email protected] Appropriate attire for speaker: Audio/Visual Equipment: SMR Covey will be utilizing a Keynote presentation to support his address. He will be using an Apple MacBook laptop, which requires a 15--‐‑pin VGA cord. Resolution can be 640x480, 800x600, or 1024x768. Audio/visual equipment needed is as follows: Projector appropriate for computer/video and room/audience size Large Screen (minimum 10’ x 12’) Backup laptop computer Microphone (lavaliere wireless microphone) Appropriate cable to link PC and projector (15--‐‑pin VGA) Page 5 of 5
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ERAPPA 2012 – Mid-Year Meeting Report 62nd Annual Conference September 30 – October 2, 2012 Philadelphia, PA
PROGRAM AGREEMENT
Presentation Date: October 2, 2012
SPEAKER Marci Shimoff Shimoff & Associates, Inc. 57 Bayview Drive San Rafael, CA 94901 415-789-1300 (phone)
415-789-1309 (fax)
CLIENT / ORGANIZATION ERAPPA
CONTACT Celeste LePrevost (610) 828-4090 ext. 1382, cell: (267) 977-9576 email: [email protected] Integrated Project Services 2001 Joshua Road Lafayette Hill, PA 19444
PROGRAM INFORMATION Event: ERAPPA 2012 Conference Type of Presentation: Keynote Speech Title of Presentation: TBD: (Event theme is Holding Truths and Pursuing Happiness) Presentation Date: October 2, 2012 Presentation Time: Approx. 8:00 am Estimated Attendance: 600 Location: Philadelphia, PA Nearest Airport: PHL
PAYMENT Speaking Fee: $9,000 for speech (US Dollars). Speaker will pay for own airfare 25% deposit due July 31, 2011. Additional 25% due by Nov. 30, 2011 Balance due date of speech Expenses: Accommodations, meals, and ground transportation to and from airport, venue and hotel.
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ERAPPA 2012 – Mid-Year Meeting Report 62nd Annual Conference September 30 – October 2, 2012 Philadelphia, PA
BOOKS
The speaker may sell and autograph books and products at the event.
MARKETING / PROMOTION
All advertising, marketing and promotion of the event is the sole responsibility of the client. Speaker agrees to make herself available for any and all interviews booked by the client and coordinated through her office (i.e. newspaper, radio television, internet radio, etc.)
PROGRAM MATERIALS
Client agrees to provide copies of all program materials with the mention of Speaker’s name in advance to: Shimoff & Associates, Inc. Attn. Kim Forcina at 57 Bayview Drive, San Rafael CA 94901, [email protected].
CANCELLATION AGREEMENT
If the agreement is canceled by the client, and the date is not rescheduled, the following scheduled percentage of the fee will be in effect from the time written notification is received at the office of Shimoff & Associates, Inc.
More than 60 days prior to scheduled engagement: 50% 60 days or less prior to scheduled engagement: 100%
If speaker is unable to attend event for a reason beyond her control, and the date is unable to be rescheduled, the speaker will find another speaker of equal ability to replace her.
PAYMENT INFORMATION
Client shall make all checks payable to Shimoff & Associates, Inc (tax ID # 65- 0732283) and will remit any necessary payments or reimbursements to: Shimoff & Associates, Inc., 57 Bayview Drive, San Rafael, CA 94901
TERMS
Client agrees to the above terms. All amendments, revisions or additional requests must be submitted to the Speaker for further negotiation, in which case an amended contract will be provided.
Shimoff & Associates, Inc. 7/7/11
Corporate Tax ID # 65-0732283 Marci Shimoff Date President
Client’s Authorized Representative: Celeste LePrevost Date ERAPPA
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ERAPPA 2012 – Mid-Year Meeting Report 62nd Annual Conference September 30 – October 2, 2012 Philadelphia, PA
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ERAPPA 2012 – Mid-Year Meeting Report 62nd Annual Conference September 30 – October 2, 2012 Philadelphia, PA
ERAPPA GOLF OUTING September 2012 Greens Fees (tzg@ $95)...... $ 12,160.00 ContinentalMkfast...... $ 11145.60 Gift Certificates...... $ 700.00 Five Cases Soda (5 @$24). .... $ 120.00 Total...... $ 14,125.60 Less Deposit...... $ 500.00 Amount Due Thank You, $ 13,625.60 Dan Shupard Pro Shop Managet (, ns j1 eutfi-'x5 r.lz P^o TOURNAMENT CONTRACT EVENT INFORMATION: ER*PP*. Tournament Contact: Phil Genther 610-633-9r76 E-Mail Address: Startins TimellVlethod : 9:00am Scramble 40-48 G - $70.00 27o amusernent tax + $500 in Estimated Total: Golf Total:40-48 ( $2800 +tax- w/o food RATE INCLUDES: Green Fee/Cart Fee $70 + Tax Driving Range Services Banquet Selection Cont Breaklast $6.95 per player + lncluded Box Lunches Asst- Ham/Turkey and cheese with chips and Asst. Bevs and Fruit All outside set up and 1' Fees. The Tournament contact agrees to pay to Broad Run Golfer's club (,'Golf Course") the fees specified. The payment of 'green fees allows each playei one eighteen hole round of golf with shared use of a golf cart unless specified othenryise. The use of a golf cart is mandatory. Make all checki payable to Golf bourse. 2' Deposit. Golf Course requires a deposit in the amount of $ZoS€e pD guarantee to each golf outing. The deposit is due upon the signing of thls agreemelt ny the Tournament Contact. Please return the deposit with ydrr j'gn.J Contract. lf not received within seven (7) days, contract will be cancelled. Depo-sif *ilt O. credited to account. lf method of payment for deposit or balance is with a credit card signing this
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ERAPPA 2012 – Mid-Year Meeting Report 62nd Annual Conference September 30 – October 2, 2012 Philadelphia, PA contract authorizes Golf Course to charge credit card. 3. Canceltation. A full execution of this Contract is a commitment to the reserved block of tee times and fees outlined above. The Tournament Contact may cancel this agreement only by written notice to Golf Course and shall be deemed deiivered upon personal delivery or upon mailing thereof when properly addressed and deposited in the United States Mail, first class postage prepaid, iegistered or certified mail, return receipt requested, or when properly addressed upon deposit with Federal E*pr.r., Express Mail or other trackable overnight courier service, at any time thirty (30) days prior to the tournament date. Thereafter, the deposit shall be retained by Golf Course as liquidated damages. You will be charged the estimated total fees for failure to notify Golf course of the cancellation of the tournament 30 days prior to Tournament Date. The Tournament contact will then be responsible for full payment of any and all fees for the golf outing ten (10) days prior to the tournament date. 4. Final Count Guarantee. Golf Gourse requires that the Tournament Contact confirm the actual number of players in the tournament and actual number of meals, ten (10) days prior to the tournament date. This policy allows Golf Course the opportunity to sell unused tee times to the general public or another outing. lf you fail to notify Golf Course of the confirmation number ten (10) days prior toine Tournament Date, the number of players identified as "Number of Flayers" on the face ol this agreement will be deemed the final count. The Tournament Contact will be required to pay for all tee times reserved based upon the final count regardless if they are filled with outing participants or not. 5. Event Roster. Tournament Contact will provide Golf Course with a list setting forth the first and last names, and starting times (for tee time event) for each participan-t in the tournament no later than three (3) days prior to the tournament date. The minimum number of participants for group events is 16. 6. Credit. Tournament Contact with a credit history of Golf Course is required to submit payment in full the day of the tournament. Groups without prior credit history are required to pay for all products and services seven (7) days prior to the event. 7. Weather Polcy. Should severe weather, frost, or other circumstances beyond the control of Golf Course result in closure of the facility on or during the Tournament Group's schedule day or days'of play, the following procedure is agreed to: Nine holes played by all participants constitutes a completed Golf Tournament. lf Golf Course General Manager or Head Golf Professional cancels the Tournament because of weather conditions before nine holes are completed, the Tournament will be rescheduled. Closure of the facility is at Golf Course's sole discretion. 8. Rules and Policies. The Tournament Group and participants agree to comply with all of Golf Course's rules and policies. lt is the duty of the Tournament Group'to inform all tournament participants of Golf Course's rules and policies. The rules and policies include, but are not limited to the following: . Registration: Golf Course will provide a table with which to check in each participant. lt is the duty of the Tournament Contact to provide staff for the registration table and check in each golfer. Assigned staff should arrive at least two (2) hours before the first tee time to handle any last minute arrangements and prepare the registration area. Participants shoutd check in at the reoistration ime in
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ERAPPA 2012 – Mid-Year Meeting Report 62nd Annual Conference September 30 – October 2, 2012 Philadelphia, PA event, and one (11 hour orior to the startina time of a shotaun event. Spikeless Facility: Golf Course does not allow metal spikes to be worn on the golf course. Please inform your participants of this policy. 2Speed of Play: The required pace of play on the golf course is a maximum of 15 minutes per hole (i.e.4 hours & 30 minutes to complete 18 holes). lf your event falls behind this pace, some or all of your groups will be requested to move to the next hole. . Food and Beverage: Golf Course has the exclusive right to provide food and beverage on the premises. All food and beverage must be purchased through Golf Course. ln addition, all Alcoholic Beverage Commission (ABC) rules will be strictly enforced. . Broad Run Donated Product Policy: Broad Run does not allow donated food or drinks as a rule. We recognize that there are some unique situations where we will allow donated products. ln those cases a set up fee/corkage fee will be assessed to the customer. Standard Fee Donated Beverages: $2.00 per person. All outings must negotiate any form of donated product before the day of the event. ln the event that an outing customer arrives on property with donated product without prior Broad Run agreement - there will a $7.50 per person charge added to the final bill. o Dress Code: Proper golf attire must be worn at all times. All players are required to wear collared shirts at all times. Slacks, shorts or skirts must be hemmed and in good condition. Recommended shor/skirt length is mid-thigh. Tank tops, swimwear, cutoffs, gym shorts and the like are not acceptable. . Clubs: Each player is required to have their own golf bag and set of clubs. lf you need to rent golf bag and set of clubs, an additional charge of $35.00, plus tax per bag will be charged, depending on the clubs you select. o Disorderly Conduct: All golfers are expected to conduct themselves in a civilized manner in accordance with USGA rules of etiquette and conduct. Disorderly conduct will not be tolerated. Participants acting disorderly will be removed from the premises. 9. Acceptance. The Tournament Contact accepts this agreement by signing below and returning the contract to Golf Course. ,1'10. Sales Tax. lf you are a tax exempt organization, please complete a Sales and Use Tax Exemption Certificate, which must be returned with the Contract. lf this Certificate is not returned along with the Contract, sales tax will be charged. 11. This signed business agreement between the PA Department of Revenue and Broad Run Golfer's Club for services provided in exchange for monies paid per the terms outlined herein becomes valid only if and when (1) Broad Run Golfer's Club authorizes the PA Department of Revenue to review its tax records, and (2) a review of those tax records proves the taxpayer is current and compliant with regard to state tax return filing & payments. 3The undersigned acknowledges, and agrees to, the items detailed above and understands and llas read the attached rules, regulations and policies contained in this contract on this Jg- day of ,4^,c^u<"r' - , /c>\t "nO "rLviOenceO
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ERAPPA 2012 – Mid-Year Meeting Report 62nd Annual Conference September 30 – October 2, 2012 Philadelphia, PA by my signature below, the Contract is hereby approved and considered to be legally binding on you and us. UA Namg 4^-> e nu'np $ fig:, c-tc- Titlg Lrr,- i4rrttrc:e Co- c- rv.,1zL Date 3- 3- tt Golf Course Representative Name: Dale S Lafferty Title Dale7/1111
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ERAPPA 2012 – Mid-Year Meeting Report 62nd Annual Conference September 30 – October 2, 2012 Philadelphia, PA
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ERAPPA 2012 – Mid-Year Meeting Report 62nd Annual Conference September 30 – October 2, 2012 Philadelphia, PA
A Proposed Official Services Contractor Partnership Prepared for Andrew Feick DVAPPA DVAPP A 2OT2 Septem ber 3O-October 2, 2012 Lowes Philadelphia Philadelphia, PA Presented by Metropolitan Revised: August16,?Otl' August 19,20tt Delivered Today , TERMS & CONDITIONS Engagement: Client hereby engages Metropolitan Exposition Services, lnc. as the OFFICIAL CONTRACTOR for the Show (as defined below)to be sponsored by Client at the Venue(s) described below. Subject to the provisions herein, Metropolitan Exposition Services, lnc. shall provide the services and equipment to Client with respect to the Show for the prices as specified herein, dated July 28, 2011, each page of which is initialed by the parties hereto. (Such services and equipment are collectively referred to herein as "Services".) 2. Description of Show(s), as provided by Client: Name of Show: Dates: Venue(s)& Hall: Net Square Feet of Exhibit SPace: Number of Exhibiting ComPanies: DVAPPA 2012 Septem ber 30-October 2, 2OL2 Loews Philadelphia 3. Changes in Exhibit Space, Schedule, Venue, Service, or Equipment: Client will advise Metropolitan Exposition Services, lnc. of any changes in net square footage of exhibit space, number of exhibitors, schedule, Venue(s) service, or equipment (collectively, the "Show Requirements"), as they occur. Metropolitan Exposition Services lnc. prices are based on the information Client has provided with regard to the Show Requirement. Metropolitan Exposition Services lnc. reserves the right to modify the pricing and terms of this Agreement should any of the Show Requirements change, should there be logistical changes that would affect the normal move-in or move-out that are out of the control of Metropolitan Exposition Services, lnc. including construction or re-modeling at specified venue, or should there be any changes in labor contract terms or union jurisdictions. Metropolitan Exposition Services, lnc. also reserves the right to pass through to Client and its exhibitors all costs incurred by Metropolitan Exposition Services lnc. as a result of any utility rate or fuel price increases due to surcharges, or shortages in supply. Complimentary and Discounted Services: The complimentary and discounted services are based on delivery and pick-up of the complimentary and discounted services occurring simultaneously with the scheduled installation and dismantle of the exhibits. Should Client require these services to be provided earlier or dismantled later, Metropolitan Exposition Services lnc. reserves the right to assess the appropriate fees. Term: This Agreement shall become effective as of the date Metropolitan Exposition Services lnc.'s authorized representative signs it and shall continue until the later of the conclusion of the moveout of the last Show described above, or upon satisfaction of all payments due hereunder ("Term"). FIPN Global Page1.6 ot19 4.
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ERAPPA 2012 – Mid-Year Meeting Report 62nd Annual Conference September 30 – October 2, 2012 Philadelphia, PA
TERMS & CONDITIONS Exclusivity: Client agrees that, to the extent not restricted by law or the rules of the facility, Metropolitan Exposition Services, lnc. shall be the only provider of services at the show. a. General- ln the interest of safety, continuity and control, Clients appoints Metropolitan Exposition Services, lnc. as the exclusive on-site contractor at all show venues for the services (including decorating) and any other services or equipment that the Client or the Venue may require Metropolitan to provide. For the purposes hereof, "equipment" means that equipment listed in the Services and all other devices necessary for the performance of Metropolitan's services. This includes forklifts, genie lifts, dollies, and pallet jacks. b. Freight- Metropolitan shall act as the official freight carrier for the show. Metropolitan reserves the right to appoint carriers and other sub-contractors as it deems necessary to handle this freight. c. Processing Exclusivity- Client agrees that Metropolitan Exposition Services, lnc. has the sole right to process all exhibitor orders received either directly or through Metropolitan's internet ordering system. Client agrees not to contract with any third party to intercept, collect or receive exhibitor orders. Payment Policy: Client will pay Metropolitan Exposition Services lnc. the estimated amounts due for Services as follows: The advance deposit of 50% is due 30 days prior to show move-in on September L,2Ot2. The remaining balance is due upon installation of show on September 30,2OL2. Additional charges incurred on-site will be due within 15 days of receipt of final invoice. lf your organization is tax exempt, a copy of your certification *itt U" required at the same time your deposit is rendered. Excusable Delay or Non-Performance: Neither party shall be liable for any damages sustained from delay or non-performance due to events beyond its reasonable control, including without limitation, strikes or other labor disputes, weather, earthquakes, fires, floods, wars, riots, civil disorder, failure of power or utilities and government acts. lf an occurrence over which neither party has reasonable control arises which would prevent, postpone, interrupt, or require cancellation of the Show, Client shall reimburse Metropolitan Exposition Services lnc. for its direct expenses in pursuing or providing Services until the date of this occurrence. Notwithstanding the forgoing, this Section 8 shall not apply to the financial inability of a party to perform hereunder, or to any changes in the economy or marketplace. lnsurance: Each party shall maintain forthe Term: (1)worker's compensation insurance; (2) commercial general liabili$ insurance covering all operations; and (3) automobile liability insurance including coverage for all owned, hired and non-owned vehicles, All policies shall be in an amount of insurance of 52,000,000.00, except for workers' compensation insurance, which shall be in the amount required by law. Upon request, a party shall provide the other a Certificate of lnsurance. HPNGlobal Pagel7 of79 TERMS & CONDITIONS 10. lndemnification: Subject to Section 8, each party agrees to indemnify and hold the other party harmless from any and all claims, demands, costs and expenses, including reasonable attorney's fees for the defense thereof, arising from the indemnifying party's or its employee's, agent's or representative's wrongful or negligent act or omission in or about the Venue(s). ln case of any action or proceeding brought against either party by reason of any such claim, upon notice from such party, the indemnifying party covenants to defend such action or proceeding (by counsel reasonably satisfactory to the other party), unless such action or proceeding alleges the joint or concurring wrongful or negligent act or omission of both parties. This Section 10 shall survive termination of this Agreement. Limited tiability: ln an action for breach of the Agreement, Metropolitan Exposition Services lnc. will not be liable to the Client for any lost profits or other incidental, special or consequential damages for any of its acts or omissions whatsoever, whether or not appraised of the possibility or likelihood of such damages or lost profits. Client further agrees that it may not assert any claim in connection with this Agreement unless it has given Metropolitan Exposition Services lnc. written
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ERAPPA 2012 – Mid-Year Meeting Report 62nd Annual Conference September 30 – October 2, 2012 Philadelphia, PA notice of the claim within one (1) year after it first knew or in the exercise of reasonable prudence should have known, of the facts giving rise to such claim. This Section 11 shall survive the termination of this Agreement, Cancellation: lf Client cancels this Agreement for any reason other than specified in Section 7 of this Agreement more than thirty (30) days prior to the first day of move in of the first Show listed in Section 2, then Client shall pay Metropolitan Exposition Services lnc. for all Services performed and all associated expenses incurred up to the effective date of the cancellation, including any thirdparty obligations incurred by Metropolitan Exposition Services lnc. as a result of this Agreement' Client also agrees to work in good faith with Metropolitan Exposition Services lnc. to reschedule the Show. lf Client cancels thirty (30) days or less prior to the first day of move in of the first Show listed in Section 2, then Metropolitan will be entitled to pursue all of its remedies and damages available by law. Any cancellation notice shall be in writing and shall be deemed duly given upon receipt when hand delivered, sent by certified mail, return receipt requested, or sent by expedited courier service to the parties at their respective addresses set forth below. 11. L2. Andrew Feick DVAPPA c/o Ursinus College 501 E Main Street Collegeville, PAL9426 Bobby Lee Metropolita'n Exposition Services, lnc. L15 Moonachie Avenue Moonachie, NJ 07074 13. Performance Guarantee: Metropolitan Exposition Services, lnc. guarantees that it will provide the utmost in service and equipment to DVAPPA. Should services or equipment fall below acceptable standards, DVAPPA reserves the right to terminate this contract. FIPN Global Page 18 of 19 14. 15. L7. TERMS & CONDITIONS proprietary lnformation: The information outlined herein is confidential in nature, is the exclusive property of Metropolitan Exposition Services, lnc., and may only be used by Client for the sole purpose of evaluating and acceptance. Copying, reproducing, disclosing, distributing, or otherwise using this information without Metropotitan Exposition Services lnc.'s prior written consent is strictly prohibited. Binding Nature of the Agreement This agreement shall be binding upon and benefit the respective successors and assigns of the parties, and Metropolitan's right to perform under this agreement shall not be affected by the sale, merger or acquisition of the show. Financial Performance: The pricing and terms of this contract have been based on specific revenue targets. Metropolitan Exposition Services, lnc. reserves the right to re-negotiate the rates if revenue targets are not met. Confirmation Deadline: Due to impending union labor rate increases, arrangements must be confirmed by 5eptember 28,ZlLl-orthe prices listed herein are subject to change' 18. Acceptance: This is to certify that I have read and agree to the terms and conditions set forth in this agreement for the DVAPPA 2072 beingheld September 30-October 2,2OtZ at Lowes Philadelphia. FIPNGlobal
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