HomeMy WebLinkAboutResolution 008-18RECORD OF RESOLUTIONS
Dayton Legal Blank, Inc., Form No. 30045
08-18
Resolution No.
Passed , 20
A RESOLUTION AUTHORIZING THE CITY MANAGER
TO ENTER XMI TO AN AGREEMENT WITH REV1 VENTURES
WHEREAS, the City's dynamic local economy is the direct result of an
entrepreneurial spirit; and
WHEREAS, the City recognizes that in addition to its efforts to retain, expand and
atl:ract business, the City must also set the conditions for new business, technology
and job creation; and
WHEREAS, Rev1 Ventures is the lead agency responsible for accelerating business
growth, job creation and prosperity for the 15 county Central Ohio region with a
focus on operating a regional technology lousiness incubator, working with
entrepreneurs and investors to develop and launch technology start-up companies,
and growing young companies that will provide the jobs of the future; and
WHEREAS, the City and Rev1 Ventures must facilitate entrepreneurship in order
to increase the level of entrepreneurial activity and improve the chances of
establishing successful technology enterprises by honing their skills and providing
access to necessary tools, technical and financial resources, and by working
proactively to enhance the local entrepreneurial environment; and
WHEREAS, it is the goal of both the City and Rev1 dentures to accelerate the
successful development of start-up and fledgling companies by providing
entrepreneurs with an array of targeted resources and services in order to produce
successful companies that will be financially viable, freestanding and create quality
jobs for the region; and
WHEREAS, Rev1 is designated as the lead agency in the Central Ohio region
responsible for the administration of grant funding from the Ohio Third Frontier
network and local public and private matching funds; and
WHEREAS, the City ontends to continue its support of the regional effort to create
new companies, technologies and jobs by providing $200,000 in 2018 as matching
funds for the entrepreneurial grant programs; and
WHEREAS, the City has previously supported the Entrepreneurial Signature Grant
Program and the Regional Capitalization Program since 2007 in partnership with
Rev1 experiencing a nearly 3501 return on investment in Dublin -based companies;
and
WHEREAS, the City and Rev1 desire to enter into an Agreement memorializing
the responsibilities and commitments of each party to efficiently and effectively
execute the program.
NOW® THEREFORE® BE IT RESOLVED by the Council of the City of Dublin, State
of Ohio, _ of the elected members concurring:
Section 1. That City Council hereby authorizes the City Manager to execute the
Agreement with Rev.1 Ventures, in the same or substantially the same form as
attached hereto.
Section 2.That the City commits to a total of $200,000 to be paid to Revi dentures
in Fiscal Year 2018 as its local match towards grant programming and in exchange
for the services outlined in the Agreement to be executed by the City Manager.
RECORD OF RESOLUTIONS
Dayton Legal Blank, Inc., Form No. 30045
Resolution No.
Page 2of2
Passed , 20
Section 3. That this Resolution shall take effect and be in force on the earliest date
permitted by law.
Pass this PatA da/ofr J�) rl j,!2 Pc / .2018.
�}C�"rngClerk o�¢ouncil
Q v
To,: Members of Dublin City Council
From: Dana L. McDaniel, City ManaixrW,,
Date,* February 8,, 2014f,
IniUated By,* Colleen Gilger, Director of Economic Development
Re: Resolution No. 08-18 — Revl Ventures Agreement
Resolution No. 08-18 authorizes the City Manager to enter into an Agreement with Revl Ventures.
This Agreement represents a continuation of services provided by Revl focused on new company,
technology and job creation in exchange for the City providing matching funds for the Third
Frontier grant funding program.
The State of Ohios Third Frontier grant program is the primary funding mechanism to support this
effort. Revl is designated as the lead agency in the Central Ohio Region responsible for the
administration of the grant program. This program is funded by a combination of the State of Ohio
and local (private and public) matching funds. City Council has budgeted $200,000 in the City's
2018 Operating Budget as its local match.
Staff recommends Council passage of Resolution No. 08-18. Please address any questions to
Colleen Gilger.
City of PSA
Iblin
OHIO, USA
PROFESSIONAL SERVICES AGREEMENT
Revl Ventures Partner Program
This Services Agreement ("Agreement") is made and entered into and effective on this
day of 2018 ("Effective Date") by and between the City of Dublin,
Ohio ("Dublin"), an Ohio Municipal Corporation, with offices located at located at 5200
Emerald Parkway, Dublin, Ohio 43017 and Revl Ventures ('Service Provider"), with an
office and principal place of business located at 1275 Kinnear Road, Columbus, Ohio 43212.
Recitals
WHEREAS, Dublin desires to engage Service Provider to perform the services as more fully
described in the attached Exhibit A (the "Services"); and
WHEREAS, Service Provider desires to perform the Services and desires to be so engaged.
NOW, THEREFORE, in consideration of the foregoing and of the covenants and agreements
herein contained, the parties, intending to be legally bound, agree as follows:
Provisions
Performance of the Services. Service Provider shall
A. Perform the Services as set forth in Exhibit A.
B. Complete, sign and return the Ohio Public Employees Retirement System
(" OPERS") Independent Contractor Acknowledgement form.
C. Give prompt notice to Dublin should the Service Provider observe or otherwise
become aware of any fault or deficit in the project or any nonconformance with
the Agreement.
D. Remit to Dublin after the termination of this Agreement, all files and documents
pertaining to the project that have been obtained or produced including, but
not limited to, permits, licenses, applications, codes, drawings, site plans,
photographs and similar materials. Service Provider shall be entitled to retain
copies for the Service Provider's files.
DEVELOPMENT 5800 Shier Rhgs Rd Dublin, Ohio 43016 phone 614.410.4600 dublinohiousa.gov
II. Obligations of Dublin. Dublin shall:
A. Assist the Service Provider by placing at its disposal all available information
pertinent to the Services for the project.
B. Use its best efforts to secure release of other data applicable to the project
held by others.
C. Make all necessary provisions to enter upon public and private property as
required to perform the Services.
D. Give prompt notice to the Service Provider should Dublin observe or otherwise
become aware of any fault or deficit in the project or any nonconformance with
the Agreement.
III. Term and Termination. The Agreement shall commence on 1st of January 2018
and shall terminate on the 31st day of December, 2018. Dublin shall also have the
option to extend the Agreement for up to two (2) additional one-year terms. Dublin
may terminate this Agreement at any time by giving Service Provider thirty (30) days
advance written notice. In the event this Agreement is terminated by Dublin prior to
its natural expiration, Service Provider shall be paid the amounts for work actually
performed in accordance with this Agreement to the date of this early termination.
IV. Payment.
A. Service Provider shall be compensated in an amount not to exceed Two
Hundred Thousand Dollars ($200,000).
B. The Service Provider shall invoice Dublin quarterly for services rendered and
Dublin agrees to pay within thirty (30) days of receipt of a valid invoice.
Payments to Revl Ventures will be made in four equal installments of Fifty
Thousand Dollars ($50,000) = each. The first payment will be made within 30
days of the execution of this Agreement. The remaining payments will be
aligned with the calendar year quarter with remaining three payments being
made no later than April 15, 2018, July 15, 2018 and October 15, 2018. A valid
invoice shall consist of a fully itemized account of hours worked by each
individual working on the project with a description of work performed, as well
as an itemization of all reimbursable expenses which must be documented with
copies of receipts whenever possible. All invoices must include the contract
number and the purchase order number of this contract which is located in the
upper right-hand corner of the first page of this document. Invoices must also
0127206.0607934 4849-7758-4192v1 2
include information describing the percentage of each phase of the work which
has been completed, and a summary of billings and payments made to date.
V. Relationship of the Parties. The parties acknowledge and agree that Service
Provider is an independent contractor and is not an agent or employee of Dublin.
Nothing in this Agreement shall be construed to create a relationship between Service
Provider and Dublin of a partnership, association, or joint venture. Further, the parties
acknowledge that Service Provider is paid a fee, retainer or other payment as per
Section IV of this Agreement; is not eligible for workers' compensation or
unemployment compensation; is not eligible for employee fringe benefits such as
vacation or sick leave; does not appear on Dublin's payroll; is required to provide his
or her own supplies and equipment; and is not controlled or supervised by Dublin
personnel as to the manner of work.
VI. Indemnification.
A. Professional Liability. Relative to any and all claims, losses, damages, liability
and cost, the Service Provider agrees to indemnify and save Dublin, its officers,
officials, and employees harmless from and against any and all suits, actions
or claims for property losses, damages or personal injury arising from the
negligent acts, errors or omissions by the Service Provider or its employees.
B. Non -Professional Liability (General Liability). To the fullest extent permitted
by law, the Service Provider shall indemnify, defend and hold harmless Dublin,
its officers, officials, employees or any combination thereof, from and against
claims, damages, losses and expenses, including but not limited to attorneys'
fees, arising out of the acts or omissions of the Service Provider, provided that
such claim, damage, loss or expenses is attributable to bodily injury, sickness,
disease or death, or to injury to or destruction of property (other than the work
itself) including loss of use resulting therefrom, but only to the extent caused
by the negligent acts or omissions of the Service Provider, any subconsultant(s)
of the Service Provider, its agents, or anyone directly or indirectly employed
by them or anyone for whose acts they may be liable. Such obligations shall
not be construed to negate, abridge, or reduce other rights or obligations of
indemnity which would otherwise exist as to a party or person described in this
paragraph.
VII. Insurance.
A. The Service Provider shall secure and maintain, at his/her/its own expense,
errors and omissions insurance in an amount not less than One Million Dollars
($1,000,000.00) per claim/annual aggregate to protect himself from any claim
0127206.0607934 4849-7758-4192v1 3
arising out of the performance of professional services and caused by negligent
acts, omissions or negligent acts for which the Service Provider may be legally
negligent. The Service Provider shall maintain said coverage for the entire
contract period and for a minimum of one year after completion of the work
under the contract.
B. In addition to errors and omissions insurance, the Service Provider shall also
secure and maintain, at his/her own expense, insurance for protection from
claims under Worker's Compensation acts, claims for damages because of
bodily injury including personal injury, sickness or disease or death of any and
all employees or of any person other than such employees, and from claims or
damages because of injury to or destruction of property including loss of use
resulting therefrom, and any other insurance prescribed by laws, rules,
regulations, ordinances, codes or orders.
C. The Service Provider shall secure and maintain, at his/her own expense,
General Liability insurance in an amount not less than One Million Dollars
($1,000,000.00) per occurrence.
D. The Service Provider shall secure and maintain, at his/her/its own expense,
Property insurance for protection from claims or damages because of damage
to or destruction of property including loss of use resulting therefrom in an
amount not less than Five Hundred Thousand Dollars ($500,000.00).
E. Dublin shall be held harmless for any damage to the Service Provider's property
and/or equipment during the course of performance under the Contract.
F. The above referenced insurance shall be maintained in full force and effect
during the life of this Contract and for one year beyond, where specified.
Certificates showing that the Service Provider is carrying the above referenced
insurance in at least the above specified minimum amounts shall be furnished
to, and approved by, Dublin prior to the start of work on the project and before
Dublin is obligated to make any payments to the Service Provider for the work
performed under the provision of this contract. All such Certificates, with the
exception of those for Worker's Compensation and Errors & Omissions
coverage, shall clearly reflect that the City of Dublin is an "Additional Insured".
VIII. Employee Documentation
A. Service Provider guarantees that the individuals employed by the Service
working on this project are authorized to work in the United States. The
Service Provider will upon demand provide Dublin with appropriate
documentation (Form I-9) for any Service Provider employee performing
services for Dublin.
0127206.0607934 4849-7758-4192v1 4
B. The Service Provider agrees to indemnify Dublin in accordance with Section VI
of the Agreement for any issue arising out of the Service Provider's hiring or
retention of any individual who is not authorized to work in the United States.
IX. Taxes.
A. Service Provider has the following identification number for income tax
purposes:
B. Service Provider is subject to and responsible for all applicable federal, state,
and local taxes.
C. Dublin represents that it is a tax-exempt entity and evidence of this tax-exempt
status shall be provided to Service Provider upon written request. Service
Provider hereby further agrees to withhold all municipal income taxes due or
payable under the provisions of Chapter 35 of the Codified Ordinances of
Dublin, Ohio, for wages, salaries and commissions paid to its employees and
further agrees that any of its subcontractors shall be required to agree to
withhold any such municipal income taxes due under such chapter for Services
performed under this Agreement.
D. The Service Provider shall receive Internal Revenue Service form 1099 from
Dublin for income tax reporting purposes.
X. Assignment. Neither party may assign this Agreement without obtaining express,
written consent from the other party prior to assignment.
XI. Entire Agreement / Amendment. This Agreement constitutes the entire
understanding of the parties hereto with respect to the subject matter hereof and
supersedes all prior negotiations, discussions, undertakings and agreements between
the parties. This Agreement may be amended or modified only by a writing executed
by the duly authorized officers of the parties hereto. It is understood and agreed that
this Agreement may not be changed, modified, or altered except by an instrument, in
writing, signed by both parties in accordance with the laws of the State of Ohio.
XII. Discrimination.
A. No discrimination for reason of race, color, national origin, religion, sex,
genetic information, pregnancy, age, ancestry, military status, sexual
orientation, gender identity, marital status, veteran's status, or disability shall
be permitted or authorized by Dublin and/or Service Provider in connection
with the Services.
B. Nothing in this Agreement shall require the commission of any act contrary to
any law or any rules or regulations of any union, guild, or similar body having
jurisdiction over the Services of Service Provider.
0127206.0607934 4849-7758-4192v1 5
XIII. Governing Law/Venue. Any controversy or claim, whether based upon
contract, statute, tort, fraud, misrepresentation or other legal theory, related directly
or indirectly to this Agreement, whether between the parties, or of any of the parties'
employees, agents or affiliated businesses, will be resolved under the laws of the State
of Ohio, in any court of competent jurisdiction in Franklin County, Ohio.
XIV. Severability. If any provision of this Agreement is held invalid or
unenforceable, such provision shall be deemed deleted from this Agreement and shall
be replaced by a valid, mutually agreeable and enforceable provision which so far as
possible achieves the same objectives as the severed provision was intended to
achieve, and the remaining provisions of this Agreement shall continue in full force
and effect.
XV. Paragraph Headings. Paragraph headings are inserted in this Agreement
for convenience only and are not to be used in interpreting this Agreement.
[signatures appear on following page]
0127206.0607934 4849-7758-4192v1 6
BY SIGNING THIS AGREEMENT, YOU HEREBY ACKNOWLEDGE THAT YOU HAVE
BEEN INFORMED THAT THE CITY OF DUBLIN, OHIO HAS CLASSIFIED YOU AS AN
INDEPENDENT CONTRACTOR AND THAT YOU HAVE BEEN ADVISED THAT
CONTRIBUTIONS TO OPERS WILL NOT BE MADE ON YOUR BEHALF FOR THESE
SERVICES.
FURTHER, BY SIGNING THIS AGREEMENT, YOU HEREBY ACKNOWLEDGE THAT
THE CITY OF DUBLIN, OHIO HAS IN NO WAY LIMITED OR RESTRICTED YOUR
RIGHT TO PROVIDE THE AGREED -TO SERVICES TO THE GENERAL PUBLIC AND
THAT YOU REGULARLY PROVIDE SUCH SERVICES TO THE GENERAL PUBLIC.
IN WITNESS WHEREOF, the parties have executed this Agreement as of the day
of 2018.
CITY OF DUBLIN, OHIO
BY: Date
Colleen Gilger, Director of Economic Development
BY: Date
Dana McDaniel, City Manager
REVS VENTURES
BY: Date
ITS:
Approved as to Form:
Jennifer D. Readler, Law Director
CERTIFICATION OF FUNDS
I hereby certify that the funds required to meet the City's obligation, payment, or expenditure
under this Agreement have been lawfully appropriated or authorized for such purpose and
are free from any obligation now outstanding
Angel L. Mumma / Director of Finance Date
0127206.0607934 4849-7758-4192v1 7
EXHIBIT A
Scope of Services
I. Purpose. The primary purpose of the program is to provide consistent, coordinated,
effective and accessible assistance to technology entrepreneurs to catalyze the launch of
new technology based businesses with an ultimate goal of creating high quality jobs in
Central Ohio. The program will provide services to identify and mentor early stage
organizations to create a sustainable technology based business cluster and a culture that
provides future opportunities to thrive. Periodic program reviews will determine the amount
and type of resources needed to achieve the agreed-upon goals. Revl Ventures is required
to remain flexible in the deployment of the resources across the entire 15 county region to
insure that successful programs are funded based on the achievement of the desired
metrics. Revl Ventures will be required to report metrics to the State to justify future
investments.
II. Services. Revl Ventures, as the manager of the Central Ohio Third Frontier Network
program will, in a partnership with the City, provide the following services:
a. Physical Presence. Revl Ventures will establish a physical presence in the Dublin
Entrepreneurial Center ("DEC") and provide a designated lead contact from the Revl
Ventures team who is responsible for coordinating Revl Ventures services within the
Dublin community. Revl Ventures will be responsible for the cost of its own office(s) and
all related expenses in the DEC.
b. Designated Lead's responsibilities. The designated lead will have responsibility
forthe following:
i. Provide Entrepreneurial development and outreach in Dublin and the counties of
Delaware, Morrow, Marion, Logan and Union and will serve as Revl Ventures'
"gateway" to the Northern and Western Central Ohio region.
ii. Identify prospective entrepreneurial start-up companies best suited for program and
capital assistance with the assistance of the Revl Ventures team
iii. Coordinate and communicate with both City Economic Development staff and its
associated consulting team regarding Dublin -focused programming.
iv. Attend, at a minimum, a monthly staff and consultant meeting and semi- monthly
DEC coordination meeting, unless otherwise determined by the parties.
v. Provide input to and when possible and appropriate provide resources in support of
DEC programming, as determined by Revl Ventures.
vi. Provide the City a Quarterly Activity Report summarizing the type and amount of
activity in Dublin. The format and specifics of the content to be included in the report
will be mutually agreed upon between the City and Revl Ventures.
c. Deal flow. Revl Ventures and City will coordinate marketing, outreach and
programming activities to stimulate deal flow. Revl Ventures agrees to provide and/or
support, as mutually agreed upon, entrepreneurial training (i.e. workshops, guest
speakers and/or seminars by Revl Ventures), leveraging off existing
events/organizations when possible, to ensure program awareness and engage/entice
potential entrepreneurs. Revl Ventures agrees to invite to City and the City agrees to
participate in the quarterly Central Ohio Deal Flow Meeting.
0127206.0607934 4849-7758-4192v1
d. Coaching and mentoring. Revl Ventures will provide promising entrepreneurs and
high-growth companies with access to its experienced and successful team of in-house
mentors, including: CFO in residence, CMO in residence, Customer Acquisition expert,
technology commercialization experts and startup coaches in order to create high -return
commercialization ventures and take promising ideas to market.
e. First Connect Network. Startups with advisors raise 7X more money and have 3.5X
better user growth, according to the Startup Genome Project. Revl will provide access to
its industry-leading network to support our regions' high-growth startups in these four
critical areas:
• Advisors: More than 100 of the most experienced advisors who have been there
and done that: founding and growing successful companies.
• Experts: Hand-picked industry experts in legal, accounting, HR, marketing,
product development and more will provide pro-bono or reduced cost services
to startups.
• Customers: More than 30 companies in our region have agreed to provide
startups access to C -level executives to pitch their companies, seek input on
products, and access members' connections.
• Talent: Revl promotes the job openings of our region's high-growth firms on its
dedicated job board. We are also providing access to tools and expertise to
support companies as they build high-growth teams.
In addition, Revl Ventures will also work to recruit Dublin companies and individuals to
provide services as part of the First Connect Network.
f. Educational Support - Revl may, as deemed mutually beneficial by Revl the City of
Dublin and the DEC to host, sponsor, or coordinate up to 6 educational events in the City
of Dublin to engage the entrepreneurial, investor, or corporate community for the
purposes of advancing the City of Dublin and Revl mission in the community.
g. Marketing & Promotion - Revl will leverage its marketing resources and audience to
promote The DEC entrepreneur -focused events as well as profile qualified City of Dublin
entrepreneurs and startups.
h. Access to capital. Through its coaching and mentoring services, which are the entry
point to all Revl Ventures/ESP funding sources, the City and regional companies will have
localaccessto:
1) Concept Fund: Equity investments to assist capital efficient companies with market
entry and to validate earlytech ideas based on intellectual property (IP), validate IP,
build prototypes, complete marketing studies, etc for the most promising opportunities.
2) Catalyst Fund: Seed stage convertible debt funding for the most promising
opportunities. With each investment, Revl Ventures will assist the companyto reach the
goals of growth and follow-on, institutional or angel funding.
3) Ohio TechAngel Funds: local angel funds managed by Revl Ventures which make
equity investments in Ohio tech startups.
4) X Squared Angel Fund: local angel funds managed by Revl Ventures which focuses
0127206.0607934 4849-7758-4192v1
on companies with at least one woman at the C level who owns significant equity in
the company.
5) Revl Ventures and SBDC expertise and access to SBA loan opportunities for small
businesses.
Acknowledgement. Revl Ventures agrees to acknowledge the City in its sponsorship
opportunities, website and other opportunities as a Third Frontier Partner.
j. Central Ohio Third Frontier contribution. The City agrees to pay to Revl Ventures
$200,000 in matching funds in 2018. Payments to Revl Ventures will be made in four
equal installments of $50,000 each. The first payment will be made within 30 days of
the execution of this Agreement. The remaining payments will be aligned with the
calendar year quarter with remaining three payments being made no later than April 15,
2018, July 15, 2018 and October 15, 2018. The City reserves the right to audit this
program by its own means or by a third party hired by the City at the City's expense and
at a time(s) determined by the City for the purpose of auditing the use of the City and
State provided funds.
III. Miscellaneous.
a. Notices. Except as otherwise specifically set forth in this Agreement, all notices,
demands, requests, consents or approvals given, required or permitted to be given
hereunder shall be in writing and shall be deemed sufficiently given if actually received
or if hand -delivered or sent by recognized, overnight delivery service or by certified
mail, postage prepaid and return receipt requested, addressed to the other party at the
address set forth in this Agreement or any addendum to or counterpart of this
Agreement, or to such other address as the recipient shall have previously notified the
sender of in writing, and shall be deemed received upon actual receipt, unless sent by
certified mail, in which event such notice shall be deemed to have been received when
the return receipt is signed or refused. For purposes of this agreement, notices shall
be addressed to:
the City at: City of Dublin, Economic Development
5800 Shier Rings Road
Dublin, Ohio 43016-7295
Revl Ventures at: Revl Ventures
Mr. Tom Walker
1275 Kinnear Road
Columbus, Ohio 43212
The parties, by notice given hereunder, may designate any further or different addresses
to which subsequent notices; certificates, requests or other communications shall be
sent.
0127206.0607934 4849-7758-4192v1
10
b. Extent of Provisions; No Personal Liability. All rights, remedies, representations,
warranties, covenants, agreements and obligations of the City under this Agreement
shall be effective to the extent authorized and permitted by applicable law. No
representation, warranty, covenant, agreement, obligation or stipulation contained in
this Agreement shall be deemed to constitute a representation, warranty, covenant,
agreement, obligation or stipulation of any present or future trustee, member, officer,
agent or employee of the City or Revl Ventures in other than his or her official
capacity. No official executing or approving the City's or Revl Ventures' participation in
this Agreement shall be liable personally under this Agreement or be subject to any
personal liability or accountability by reason of the issuance thereof.
c. Most Favorite Nation. The City shall be afforded the same opportunity to use ESP
Grant dollars in the same manner Revl Ventures may allow grant dollars to be used in
other communities provided such use is not covered elsewhere or otherwise permitted
or governed by this Agreement.
d. Successors. This Agreement shall be binding upon and inure to the benefit of Revl
Ventures and its successors and assigns.
e. Recitals. The City and Revl Ventures acknowledge and agree that the facts and
circumstances as described in the Recitals hereto are in an integral part of this
Agreement and as such are incorporated herein by reference.
f. Amendments. This Agreement may only be amended by written instrument
executed by the City and Revl Ventures.
g. Executed Counterparts. This Agreement may be executed in several counterparts,
each of which shall be regarded as an original and all of which shall constitute but one
and the same agreement. It shall not be necessary in proving this Agreement to
produce or account for more than one of those counterparts.
h. Severability. In case any section or provision of this Agreement, or any covenant,
agreement, obligation or action, or part thereof, made, assumed, entered into or taken,
or any application thereof, is held to be illegal or invalid for any reason, that illegality
or invalidity shall not affect the remainder hereof or thereof, any other section or
provision hereof, or any other covenant, agreement, obligation or action, or part
thereof, made, assumed, entered into or taken, all of which shall be construed and
enforced as if the illegal or invalid portion were not contained herein or therein. The
illegality or invalidity of any application hereof or thereof shall not affect any legal and
valid application hereof or thereof, and each section, provision, covenant, agreement,
obligation or action, or part thereof, shall be deemed to be effective, operative, made,
assumed, entered into or taken in the manner and to the full extent permitted by law.
i. Termination and extension. The City or Revl Ventures may terminate this
Agreement with at least 60 days prior written notice. Should the City terminate, it will
0127206.0607934 4849-7758-4192v1
11
pay in full its obligation for the period prior to termination. Should the City terminate
its participation it does not forfeit Dublin -based companies' ability to continue to access
Revl Ventures services and/or grant dollars and they shall be given equal access as
companies in other communities which provided no matching dollars. The City
understands that should it terminate prior to the end of its one year commitment and
not pay the full $200,000, the State of Ohio may reduce the overall amount of Ohio 3rd
Frontier grant dollars it makes available to the 15 county service area unless other
sources of match are identified. Should Revl Ventures terminate and provide proper
notice to the City, Revl Ventures will provide those services to the City as prescribed
herein for the period of time for which the City has paid its installments.
j. Captions. The captions and headings in this Agreement are for convenience only and
in no way define, limit or describe the scope or intent of any provisions or section of
this Agreement.
k. Governing Law and Choice of Forum. This Agreement shall be governed by and
construed in accordance with the laws of the State of Ohio or applicable federal law. All
claims, counterclaims, disputes and other matters in question between the City, its
agents and employees, and Revl Ventures, its employees and agents, arising out of or
relating to this Agreement or its breach will be decided in a court of competent
jurisdiction within Franklin, County, Ohio.
I. Survival of Representation and Warranties. All representations and warranties of
Revl Ventures and the City in this Agreement shall survive the execution and delivery
of this Agreement.
m. Indemnification. Revl Ventures agrees to indemnify, protect, defend and hold
harmless the City and its elected officials, officers, employees, agents and volunteers
from and against any claims, costs (including reasonable attorney's fees and court
costs), expenses, damages, liabilities, obligations, losses or judgments to the extent
arising out of , or in connection with, any claim, demand or action made, if such
claims, costs, expenses, damages, liabilities, obligations, losses or judgments are
directly or indirectly related to Revl Ventures' furnishing or failing to furnish services
as required herein.
[signatures appear on following page]
0127206.0607934 4849-7758-4192v1
12
IN WITNESS WHEREOF, the City and Revl Ventures have caused this Agreement to be
executed in their respective names by their duly authorized representatives, all as of the
date first written above.
CITY OF DUBLIN, OHIO
By: By:
Printed: Printed:
Title: Title:
Approved as To Form:
Printed:
Title:
REV 1 VENTURES
A
Printed:
0127206.0607934 4849-7758-4192v1
13
�1
rev ventures
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for COLUMBUS
OVERVIEW
DUBLIN PARTNERSHIP REPORT
Q4 2017 (October - December)
Rev1 is a venture fund that helps entrepreneurs build great companies. Combining investment capital with
a unique blend of services through our startup studio, we propel innovation for startups and corporate
innovation teams. Our seasoned, data -driven team helps lay the foundation for scalable growth with the
skills to evolve a product, sell to customers, and build the right team. Named a top VC investor in the Great
Lakes Region, Rev1 manages a continuum of financial support from corporate and community partners, as
well as the Ohio Third Frontier. Rev1 was named the Most Active VC in Ohio in 2017 by CB Insights.
GENERAL DEAL FLOW
REGION
JANUARY 1, 2017 - DECEMBER 31, 2017
DEAL FLOW
QUALIFIED LEADS
FIRST MEETINGS
COMPANIES ENGAGED
POSITIONED FOR FUNDING
INCLUSION*
324
173
164
89
32
20
34
14
QUALIFIED LEADS BY INDUSTRY
ADVANCED MATERIALS 23
ADVANCED/ALTERNATIVE ENERGY 5
AGRIBUSINESS & FOOD PROCESSING 6
BIOSCIENCES
IT
SENSORS & SENSOR SYSTEMS
INVESTMENTS
January 1, 2017 - December 31, 2017
Rev1 Investment
Total
External Investors
Angel - Group
Angel - Corporate
Corporate/Private
Founder Capital
Friends/Family
OTAF Member
State/Federal
Venture Capital
Total External
TOTAL INVESTMENT
DUBLIN
JANUARY 1, 2017 - DECEMBER 31, 2017
DEAL FLOW INCLUSION
QUALIFIED LEADS 8 5
FIRST MEETINGS 10 5
COMPANIES ENGAGED 4 3
POSITIONED FOR FUNDING 1 0
QUALIFIED LEADS BY IND;,_,STRY
BIOSCIENCES 1
IT 7
INVESTMENTS
January 1, 2017 - December 31, 2017
Rev1 Investment
108
Total
179 External Investors
3 Angel - Individual
Venture Capital
Total External
TOTAL INVESTMENT
$6,702,449
$3,365,189
$7,173,722
$4,957,417
$573,846
$20,000
$554,987
$4,773,998
$37,276,647
$58,695,807
$65,398,256
60%
4'
45%
3:
30%
11
15%
0%
2014
$500,006
$750,000
$12,199,997
$12,949,997
$13,450,003
PORTFOLIO DIVERSITY REGION
O Qualified Deal Flow O Engaged O Invested
2015 2016 2017
*Inclusion: Women, minority, or veteran -led companies.
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rev ventures
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for COLUMBUS
REGION
RETURN ON INVESTMENT
Investments Made Over All Time
Investment in Rev1
Total
Investments in Companies
Rev1 Ventures
OTAF
Other Investments
Other Grant or Debt
Total
Companies Performance
Revenue Generated
Jobs
TOTAL INVESTMENT + REVENUE
TOTALLEVERAGE
INVESTMENT CAPITAL LEVERAGE
04 2017 PROGRAM UPDATES
PROGRAMS
;�E
$26,579,532
$10,549,494
$554,099,454
$63,670,197
$654,898,677
$501,742,454
1,597
DUBLIN PARTNERSHIP REPORT
Q4 2017 (October - December)
DUBLIN
RETURN ON INVESTMENT
Investments Made Over All Time
Investment by Dublin in Rev1
Total
Investments in Dublin Companies
Rev1 Ventures
OTAF
Other Investments
Other Grant or Debt
Total
Dublin Companies Performance
Revenue Generated
Jobs
$1,156,641,131 TOTAL INVESTMENT + REVENUE
116:1 TOTAL LEVERAGE
66:1 INVESTMENT CAPITAL LEVERAGE
Rev1's stage -based startup studio helps
entrepreneurs solve for - and accelerate through -
each of the "known unknowns" they'll encounter as
they build a high-growth business. Supported by
peer-to-peer learning, dedicated industry mentors,
and connections to customers, the startup studio
focuses on five key pillars.
Product: Delivering a differentiated product
that fits a market need and can evolve with the
customer.
Market: Identifying the correct first market and
creating a repeatable sales cycle; getting the
startup revenue engine up and running.
Business: Forming a viable, high-growth business
and ensuring the financials and governance to
support it.
Team: Building effective teams that can execute
and scale the business.
Capital: Guiding entrepreneurs to build a
long-term capital access plan and connecting
them to investors now and in the future.
$2,200,000
$2,644,050
$1,299,998
$63,883,208
$5,514,355
$73,341,610
$57,919,603
166
$131,261,213
60:1
33:1
The studio offers hands-on work sessions for our
entrepreneurs through our Learning Labs. These
sessions are led by subject -matter experts in a
peer -based setting. In Q4 we held Learning Labs in
the following areas:
Product:
o Early Product Management - 7 companies
attended.
o Creating Joint Development Partnerships
the Right Way - 5 companies attended.
Market:
o Growth Multiplier - 6 companies attended.
Business:
o New Client Orientation - 6 companies
attended.
Team:
o Creating a High-growth Hiring Plan - 3
companies attended.
Capital
o Capital Access Planning - 2 companies
attended.
To date, 44 companies have participated in this new
program.
DUBLIN PARTNERSHIP REPORT
Q4 2017 (October - December)
First Connect services delivered in Q4:
Advisors 335 hours advised
Customer Acquisition $0 total client revenue (in Q4, but if we go back to January 2017, it's $904,400)
Experts $240,090 in-kind services
Talent 20 jobs posted
MOMENTUM
PORTFOLIO BUZZ
10/3/17 Columbus Business First: Rev] Venture's biggest tenant moving to new space
10/3/17 Columbus Business First: Columbus group connecting military veterans with funding and resources to start
businesses
10/5/17 WIRED: The Top 10 Startups Racing to Remake the Auto Industry
10/9/17 Forbes: ScriptDrop Leverages Blockchain To Combat $300 Billion Cost of Prescription Drug Abandonment
10/9/17 Columbus CEO: Columbus 2020: Wiretap
10/17/17 EIN News: Clarivoy Launches Measurement NetworkTM for Marketing Vendors: Partners with Dealer Inspire
10/23/17 Columbus CEO: Columbus 2020: Auditgraph
11/3/17 Columbus CEO: Briefing: Steve Case Invests in a Local Startup
11/7/17 Columbus Underground: Established Enterprises to Startups Part of Growing Tech Hub in Dublin
11/7/17 Finsmes: Invirsa Secures $520K in Seed Fundinq
11/7/17 PE Hub: Drug developer Invirsa snags $520K
11/7/17 Wall Street Journal: Invirsa Takes Aim at Pinkeye Treatment
11/25/17 Columbus Disptach: Columbus tech firm Wiretap scans client firms' social networks for problems
11/27/17 Automobility LA: Automobility LA Names Ghostwave Innoviz Technologies and Wayray as its top three
startups
11/30/17 Food Dive: Industry disruption demands effective manufacturer -retailer collaboration
12/7/17 Red Herring: 2017 Red Herring Top 100 Global: Winners - Prevedere
12/13/17 Fortune Term Sheet: Mvonexus
12/13/17 Columbus Business First: Nationwide Children's gene therapy spinout raises $2.5M to test muscular dystrophy
treatment
12/13/17 Business Wire: Mvonexus Therapeutics Secures $2.5 Million Seed Financing to Clinically Advance Limb -Girdle
Muscular Dystrophy (LGMD) Gene Therapies
12/13/17 Finsmes: Mvonexus Therapeutics Secures $2.5M in Seed Financing
12/14/17 Columbus Business First: 2017 BizTech Awards honorees making Columbus proud: T -Pro Solutions
12/14/17 Columbus Business First: Tissue engineering company raises $4M from international investors who 'fight to
come in'
12/17/17 Columbus Business First: Biztech Awards: What makes T -Pro Solutions tick
12/18/17 Columbus Dispatch: Biotech startup Mvonexus raises funds for clinical trial of muscular -dystrophy gene
therapy
DUBLIN PARTNERSHIP REPORT
Q4 2017 (October - December)
ENTREPRENEUR OUTREACH & INCLUSION
Rev1 is committed to providing outreach, access, and education across the 15 -county
Columbus region to support and identify the best and brightest ideas, entrepreneurs and
companies. Below is a snapshot of major outreach and engagement initiatives in Q4 2017:
Rev1 Founders' Story Events
Our monthly lunch draws over 100 attendees to hear the stories of successful founders.
October: Founders' Story featuring Pam Springer of ORIS Intelligence
November: Founders' Story featuring co-founders' Nick Potts and Larry Scott of
Script Drop
COMPANY AND PROGRAM UPDATES
X.ri:1_1.vAoU.Y_74r*1
Healthy Roster, Inc. provides patient engagement, care coordination, telemedicine and
outreach tools for Sports Medicine, Physicians, and Rehabilitation.
Expanded to 35 states and now serves more than 100,000 athletes and patients.
Inmobly, Inc. pioneers the use of Artificial Intelligence for over the top (OTT) video delivery,
offering a platform for mobile content delivery, wireless technology solutions, and mobile
applications.
Presented as a finalist in the Steve Case Rise of the Rest competition.
Portal Green is an employment testing platform that gives you the green light to hire right and
a portal to resources to manage and mitigate employment risk.
Completed Customer Learning Lab and engaged with Rev1.
Completed MVP.
Updox the industry leader for care coordination and healthcare connectivity solutions.
Named 2017 Growth Stage Company of the Year by VentureOhio.
Announced plans to relocate their corporate headquarters to the new Bridge Park area of
Dublin.
COMMUNITY ENGAGEMENT
Event: What, Why & How: Creating Core Messaging
Date: October 19, 2017
Attendees: 34
Presenters: Kristy Campbell & Heather Harmon
Program: How you talk about your business in your core messaging is foundational for all of
your marketing. A boilerplace is a paragraph with general information about your company
that goes at the bottom of a press release. This messaging is the catalyst for creating
marketing materials that will land customers, go on your website, and get press coverage.
The boilerplate should follow a simple formula stating three key points: what you do, why it
matters, and how it's different from others. In this session, we will use cross -industry examples
and team breakouts to create your company's boilerplace message.
DUBLIN PARTNERSHIP REPORT
Q4 2017 (October - December)
Event: How to Create a Business Plan That Grows
Date: November 16, 2017
Attendees: 31
Presenter: Michael Kindrat-Pratt & Dann Bruno
Program: To grow a great business, you need a great plan. Or at the very least, some plan. In
this session, we'll walk through the components of a robust business plan that addresses the
five key areas your business will need to navigate to reach growth and success:
Product: What problem does your product solve? How will you validate the key features
of a minimum viable product? How will you build the MVP and later versions of the
product?
Market: What is the market opportunity? What is your path to customers? What is the
competition?
Business: What is your business model? What is your cost of customer acquisition? How
will you make money?
Team: Who do you need on your management team and how will you get them to join
you?
Capital: How much capital will your business need? How will you fund the company now
and in the future?
Event: Supporting Your Startup: CBUS Resources
Date: December 21, 2017
Attendees: 39
Presenter: Mike McCann & Andrea Ewing
Program: Building your startup is challenging and often feels as if you have to do everything
on your own. Fortunately, Columbus has a wealth of resources to help your business startup.
Learn from Mike McCann and Andrea Ewing about the local assets that can make running a
business easier. At Rev1, we like to help connect entrepreneurs with the right resources at the
right time to help you grow. Join us to learn about opportunities in our region. What you'll
learn:
Resources that are right for your business.
Where to find the best partners in the region.
How to keep your business moving foward.
Snapshot of the areas funding options, workspaces and business resources.
DUBLIN PARTNERSHIP REPORT
14)] 0
Q4 2017 (October - December)
DEAL FLOW TERMS
DEAL FLOW: all new business ventures that are submitted to Rev1 Ventures.
QUALIFIED LEADS: opportunities that come through deal flow that align with our
commitment to serve companies that are within our region, scalable, and tech enabled.
FIRST MEETINGS: the initial meeting held with entrepreneurs for Rev1 Ventures to
vet out the business model. The main topics covered in the first meeting generally
revolve around the problem and solution a business is addressing, the market, revenue
potential, competitors, milestones/goals and needs moving forward.
COMPANIES ENGAGED: startup ventures with a signed engagement letter with Rev1
Ventures and using Rev1 Ventures resources.
INVESTMENT TERMS
ANGEL INVESTORS: a high net -worth individual who invests his or her own money in
start-up companies in exchange for an equity share of the businesses. Rev1 Ventures
recommends that entrepreneurs work with investors who are accredited investors (who
meet requirements of the Securities and Exchange Commission) and who can add
value to the company via high quality mentoring and advice. Other important things
to know about angels include: many angels are former entrepreneurs themselves, and
they make investments in order to gain a return on their money, to participate in the
entrepreneurial process, and often to give back to their communities by catalyzing
economic growth. Angels make a return on their investment when the entrepreneur
successfully grows the business and exits it, generally through a sale or merger.
ANGEL FUNDS: a type of private equity investment fund that manage the money
of individual angel investors who seek private equity stakes in startup and small -
to medium-sized enterprises with strong growth potential. These investments are
generally characterized as high-risk/high-return opportunities. Angel funds typically
engage their members in sourcing, screening, and completing due diligence on, and
serving on the Boards of Directors of start-up companies in which the fund invests.
Many angel funds are members of the Angel Capital Association, a national network of
angel funds, angel investors, and angel groups.
VENTURE CAPITAL FUNDS: a type of private equity investment fund that invests in
small, early-stage, emerging firms that are deemed to have high growth potential,
or which have demonstrated high growth (in terms of number of employees, annual
revenue, or both). Most venture capital funds invest in high growth and high technology
industry sectors, such as information technology or life sciences. Investors in venture
capital funds include pension funds, insurance companies, foundations, endowments,
corporations, and other institutional investors. These investments are generally
characterized as high-risk/high-return opportunities. Many venture capital funds are
members of the National Venture Capital Association, the venture capital industry trade
association.