HomeMy WebLinkAboutJacob Green - Bid OnCall Comm
Proposal To:
CITY OF SAN LUIS OBISPO
Prepared For:
ON-CALL CONSULTING FOR
COMMUNICATIONS SUPPORT SERVICES
IN RESPONSE TO REQUEST FOR QUALIFICATIONS NO. 2110-004
Proposal Submitted:
NOVEMBER 19, 2021
13217 JAMBOREE RD. #248, TUSTIN, CA 92782 | 909-238-8536 | JACOB@JACOBGREENANDASSOCIATES.COM
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1. LETTER OF INTEREST
November 19, 2021
Daniel Clancy, Financial Analyst
Department of Finance
City of San Luis Obispo
990 Palm Street
San Luis Obispo, CA 93401
Re: Solicitation 2110-004 – On-Call Consulting for Communications Support Services
Dear Mr. Clancy,
The City of San Luis Obispo currently contracts with multiple service providers for assistance with
multiple on-call communications support services, as detailed in the City’s Request for
Qualifications (RFQ) 2110-004.
Having read the RFQ and understanding the City’s request, Jacob Green & Associates, Inc. (JGA)
proposes a robust team of professional consultants to provide on-call services for those scope
items listed below:
3. Emergency communications services (“Crisis Communications”)
6. Small projects – content creation
e. Speechwriting and editorial content
f. Media relations and news releases
OUR ABILITY TO PROVIDE THE PROPOSED SERVICES
The JGA team assigned to this project is comprised of veteran local government leaders with over
200 years of combined municipal experience. Many of our project team members served as City
public information officers (PIOs) and department/city spokespersons. We love to help our
clients prepare for and respond to challenging community issues and have handled major
community initiatives, litigation challenges, line of duty deaths, disaster press conferences, and
numerous other crisis communication and media relations projects. We believe the JGA staff
proposed herein would provide the City of San Luis Obispo with a strong, local on-call resource
to assist the City on an as-needed basis.
Emergency / Crisis Communications
A well-planned communications strategy starts long before crisis hits.
Establishing and maintaining public trust is a crucial component of successful local government.
Organizations cannot afford to react during a critical incident; they must respond with confidence
and transparency to ensure community support.
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Lack of a well-developed, comprehensive communications plan during a crisis compounds
challenges and can compromise public trust when you need it most. Developing and delivering
consistent messaging builds incremental trust with residents and local businesses.
The JGA team has extensive experience developing tailored strategies and precision messaging
to ensure communities stay well informed, have accurate context, and receive clear instruction
during critical incidents.
Highlights of our focus include:
• Holistic communications strategy development including branding, persistent messaging
and rumor control
• Public Information Officer (PIO) coverage and incident media management response
• Interpersonal communications skill development for staff
• Crisis communications planning tailored to the specific needs of each community
• State of the City delivery including event planning, script writing, video production and
community messaging
• Council, executive & staff communications training
Content Creation (Speechwriting / Editorial Content / News Releases / Media Relations)
As a popular keynote speaker, author, facilitator and trainer, Jacob Green understands the
importance of creating clear and compelling content for both internal consumption and public
distribution. All JGA staff are highly proficient and trained in public communications best
practices. We understand that materials targeted to different audiences require the use of
different levels of communication, both verbal and visual. We spent our local government careers
writing scripts for elected officials and managing the marketing and communications functions
of our municipalities.
By contracting with JGA, the City of San Luis Obispo can be assured that content developed for
projects will be of the highest quality, and effectively targeted to its intended audience.
REQUIRED INFORMATION
Below, we provide specific information requested, in the order listed in the RFQ.
a. Provide the name of the entity, its mailing address, telephone, facsimile number. Please
describe the organization.
Legal name: Jacob Green & Associates Inc.
Address: 13217 Jamboree Rd. #248, Tustin, CA 92782
Telephone/Fax: 909-238-8536
Website: http://jacobgreenandassociates.com/
Email: Jacob@JacobGreenAndAssociates.com
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JGA specializes in providing crisis communications consulting services that assists client
organizations in building systems, protocols, and technologies to prepare for and respond to
organizational crises.
b. Indicate that the Consultant has the availability and time to dedicate the personnel and
resources necessary to provide on-call consulting services.
Having reviewed the City’s RFQ and proposed scope of work, JGA proposes a substantial team
to provide these on-call services to the City. JGA is committed to working with the City of San
Luis Obispo to define project scope and staffing requirements for each on-call project
identified by the City and providing sufficient staffing resources to meet the City’s needs in a
timely manner.
c. Indicate that the Consultant has the minimum qualifications listed in Section III above.
The members of JGA’s proposed team satisfy the City’s minimum qualifications for the
requested services. The JGA team has more than 200 years of combined experience in
developing tailored strategies and precision messaging to ensure communities stay well
informed, have accurate context, and receive clear instruction during critical incidents.
d. Indicate the intention of the Consultant to adhere to the provisions described in the RFQ.
Having read and understood the RFQ terms and conditions, JGA is committed to adhering to
the provisions described therein.
e. If selected to provide on-call consulting services, the Consultant will be expected to sign a
service provider agreement with the City.
JGA has reviewed the sample agreement provided in the RFQ, and is prepared to sign a similar
agreement, should JGA be selected to provide these services to the City of San Luis Obispo.
f. Please identify the contact person responsible for the submittal, specifying the name,
title, and contact information.
President and CEO Jacob Green is responsible for this submittal.
• Jacob Green, MPA
President & CEO
Jacob Green & Associates, Inc.
13217 Jamboree Rd. #248, Tustin, CA 92782
Tel: 909-238-8536
Email: Jacob@JacobGreenAndAssociates.com
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g. Please note that the person signing the letter of interest must be a legal representative
of the Consultant authorized to bind the Consultant to an agreement in the event of an
award.
Jacob Green, MPA, serves as the President, Chief Executive Officer, and the firm’s sole agent,
and is authorized to execute legal documents on behalf of and bind the company to the terms
and conditions of the City’s RFQ and this SOQ.
We thank the City of San Luis Obispo for considering our professional qualifications and stand
prepared to address any questions you may have regarding JGA’s ability to provide these services.
Sincerely,
Jacob Green, MPA
President & CEO
Jacob Green & Associates
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2. RELEVANT EXPERIENCE OF KEY PERSONNEL AND THE
FIRM
a. Key Personnel Experience
An organization chart for the team proposed to provide these services is shown below, followed
by concise resumes for each member of our proposed team.
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JACOB GREEN, MPA
PROJECT MANAGER // PRESIDENT & CEO
Jacob Green has an extensive background in local government administration and
management. He is a nationally recognized local government expert in crisis
management and leadership development. Jacob is committed to helping public
and private organizations navigate change and crisis, enhance service delivery, and build strong,
resilient teams.
Jacob’s public agency experience includes serving as Assistant City Manager for the City of
Ontario, with a population of 167,000 and a total overall budget of $463 million. The City had
more than 1,300 full-time positions and 200 part-time employees. Jacob was directly responsible
for oversight of Marketing/Communications, Public Relations, Human Resources and Benefits,
Risk Management, City Clerk, Code Enforcement, and Emergency Management. Some of Jacob’s
relevant accomplishments include:
• Implemented comprehensive City branding strategy. Jacob created and implemented an
interdepartmental system to streamline the City’s public communications approval and
distribution process, unifying City branding and marketing efforts.
• Managed Set ONTario Free Local Control Campaign. Jacob led an interdepartmental
team to help facilitate transition of Ontario International Airport from Los Angeles World
Airports to a local Airport Authority, with a heavy emphasis on communicating City
Council goals and objectives through traditional and social media mechanisms and crisis
management strategies.
• Designed City-wide Culture Building Project, entitled “City Manager’s Approach to Public
Service” for enhanced inclusion, service delivery and lean government efficiency. Jacob
facilitated numerous strategic planning process retreats for multiple City departments
and implemented a digital service desk to provide a single point-of-contact for citizen and
business concerns directed to the City Council and City Manager.
• Managed the City’s Leadership Development Academy. Jacob managed the City’s highly
popular leadership development academy called “LINKS” which created an annual cohort
of emerging leaders and exposed them to various leadership and professional
development opportunities.
Jacob also served the City of San Juan Capistrano. In his role as Assistant City Manager, Jacob
was directly responsible for oversight of Marketing/Communications, Community Services,
Human Resources and Risk Management, Labor Negotiations, Emergency Management,
Economic Development Initiatives, Public Relations, and Public Safety. Some of Jacob’s relevant
accomplishments with the City include:
• Managing Major Interdepartmental Initiatives. Jacob’s oversight of all City-wide
initiatives included crisis management of water quality incidents and lawsuits, open space
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and commercial development projects, creation of a Community Leadership Academy,
and a new disaster preparedness program.
• Rebuilding the Municipal Organization. Jacob was recruited by the new City Manager to
help rebuild a new executive team and fill a 30% vacancy. He successfully stabilized the
organization politically and financially, and attracted new, major development projects.
This included an overhaul of the tarnished City brand and a focused effort to develop local
and national media relationships for brand advancement.
As a trainer, keynote speaker, facilitator and coach, Jacob has worked with
municipal clients throughout the United States as well as commercial
clients such as Mattel, FedEx, Hyundai Capital, ADP and many others. In
2019, Jacob distilled his personal and professional experiences into an
Amazon Best-Selling book: “See Change Clearly: Leveraging Adversity to
Sharpen Your Vision and Build Resilient Teams.” Jacob has a Bachelor of
Arts in Social Sciences with a Minor in Management from the University of
California, Irvine, a Master of Public Administration (MPA) degree from
California State University, Long Beach, and was recently awarded an
honorary doctorate degree from Western University School of Health
Sciences. He is certified as an Economic Development Finance Professional by the National
Development Council.
Resumes for each of our listed professional staff are provided below. As shown in the project
organizational chart, all members of our proposed team report directly to Project Manager Jacob
Green.
GREGORY C. DEVEREAUX, JD
SENIOR PROJECT ADVISOR – CITY MANAGEMENT
Greg Devereaux served in state and local government for 40 years, holding a
variety of leadership positions including City Manager of both Fontana and
Ontario, where he worked with the city councils to improve each city’s finances, as
well as Chief Executive Officer of San Bernardino County where he helped the Board of
Supervisors lead the County in a new direction which emphasized fiscal responsibility and
working as a team. He worked with the Board and the San Bernardino Associated Governments
in a community-driven effort to develop a Countywide Vision. Greg is a Past President of the
California Redevelopment Association and has served on numerous committees at both the
League of California Cities and the California State Association of Counties. In 2009, he was
appointed by the California Air Resources Board to the Regional Targets Advisory Committee on
greenhouse gas reduction under SB 375.
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BRAD KAYLOR
SENIOR PROJECT ADVISOR, POLICE CHIEF (RET.) – POLICE PIO
Chief Brad Kaylor was born and raised in Southern California. In 1988, he began his
law enforcement career attending the 93rd class of the San Bernardino County
Sheriff’s Academy. Upon graduation, Brad went to work as a patrol officer for the
City of Claremont. In 1990, he joined the Ontario Police Department. During his career, Brad was
selected for a variety of assignments that included Gang Violence Suppression Unit,
Vice/Narcotics team, Field Training Officer, Criminal Intelligence Unit, Special Weapons and
Tactics Team (SWAT), DEA Task Force Officer and later DEA Group Supervisor. He promoted
through the ranks and held supervisory/command positions in Patrol, Investigations,
Administration, and Special Operations Bureaus. Brad graduated from the DEA Drug Unit
Commanders Academy as well as the FBI National Academy. He holds a Bachelor’s Degree in
Organizational Management from the University of La Verne. Brad served as the Deputy Chief of
Police from 2010-2014 and was selected as the Chief of Police in 2014. He served in the capacity
until his retirement in 2018.
MIKE PELLETIER
SENIOR PROJECT ADVISOR, DEPUTY FIRE CHIEF (RET.) – FIRE PIO
Mike Pelletier has over 27 years of experience working in the public sector, serving
as a Fire Deputy Chief his last six years. Mike holds an Associate’s Degree in
Business Administration and a Bachelor’s Degree in Fire Administration. Mike
served as the lead grant writer, lead Public Information Officer, and lead project manager on
numerous high-profile projects. As a grant writer Mike has successfully written and been
awarded numerous public safety grants including Assistance to Firefighter’s Grants, UASI and
Homeland Security grant proposals, and a $1.35 million American Recovery and Reinvestment
Act (ARRA) Fire Station Construction grant. Mike has also overseen numerous projects that
include the replacement of all frontline fire apparatus, complete renovation of five fire stations,
establishment of a temporary fire station, construction of a new fire facility, and the final design
and construction of a $10 million fire training facility.
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JOHN ANDREWS
SENIOR PROJECT ADVISOR – CITY SPOKESPERSON
John Andrews spent more than 37 years serving in various capacities with four
different Southern California municipal agencies. From January 2009 to September
2020, he served as Director of Economic Development & Redevelopment for the
City of Ontario, responsible for the oversight and implementation of Ontario’s Economic
Development, Business Retention and Attraction, and Communications/Marketing programs.
John spent most of his local government career with the Community Development Commission
of the City of Pasadena. He also served as Director of Economic Development/Redevelopment
for the City of Azusa, and Downtown Development Manager for the City of Riverside. John has
represented two local agencies on Business Improvement District boards and participated in the
development and implementation of comprehensive downtown revitalization strategies. He
served as a member of the San Bernardino County Workforce Development Board, and currently
serves as an economic development advisor to the City of Ontario. John holds a Bachelor of
Science Degree in Urban and Regional Planning from California State Polytechnic University,
Pomona and has completed graduate studies in Public Administration at California State
University, Northridge.
RAYMOND CHEUNG, CEM
SENIOR PROJECT ADVISOR - EMERGENCY MANAGEMENT
Raymond Cheung has served for over 20 years in the public sector, ranging from
military service to leadership roles in local government. Raymond’s local
government emergency management tenure includes positions as a city
emergency manager as well as Assistant Emergency Manager for Orange County, California for
the Orange County Sheriff’s Department. He is also a graduate of FEMA’s National Emergency
Management Advanced Academy and the Harvard Kennedy School of Government’s Leadership
in Crises executive program. As an International Association of Emergency Management Certified
Emergency Manager (CEM), Raymond has led and managed teams at both the county and city
level in Southern California. He has responded to and worked dozens of disasters and Emergency
Operations Center activations, including Presidentially declared disasters. A veteran of the United
States Marine Corps, Raymond deployed to Iraq during Operation Iraqi Freedom in a Civil Affairs
capacity to restore civil governance, local infrastructure, and basic humanitarian needs during
and after the 2003 invasion.
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NICOLI HILSCHER
BUSINESS OPERATIONS MANAGER
Nicoli Hilscher has over 20 years of experience in the United States Air Force with
an extensive background in Command and Control (C2), Emergency
Management, Leadership Development, Project Management and Instructional
Development; holding positions internationally in various levels of leadership. Nicoli has a Top
Secret, SCI security clearance and has provided professional oversight on several classified
operations throughout her military career. She is a cross-functional leader overseeing operations,
professional development, and recognition programs for organizations ranging from 20 to
300 plus personnel. As a military instructor, she developed curriculum, lesson plans, and
measurement devices for multiple Community College of the Air Force affiliated courses.
WILLIAM SIMMONS
CLIENT SERVICES SPECIALIST
William Simmons has 10 years of experience in the United States Air Force as a
Supervisor, Instructor, Exercise Director, and Team Leader. William has been a key
contributor in planning, coordinating, and executing in real world and simulation
crisis environments as a Command-and-Control Operator. In addition to his crisis mitigation
experience, he holds a Secret Clearance, and has held a multitude of positions in program
creation and management throughout his career. One of William’s most notable and fulfilling
projects was his work with the implementation of a country-wide evacuation plan for civilian
family members during the escalation of the North Korean threat in 2017. The plan was
successfully showcased in an exercise, during which 1.7k residents were safely processed for
evacuation. In addition to his desire to serve his community, William possesses an eagerness to
learn. He has a Bachelor’s Degree in Homeland Security and Emergency Management and has
completed over 20 courses with the FEMA Emergency Management Institute.
Availability of Proposed Staff
Should JGA be selected to provide these services, we will coordinate directly with City
management to solidify and clarify your preferences and anticipated schedule. One of the
benefits of having a large team of qualified staff is that JGA can provide a wide range of services
throughout the contract term. We will make available whatever resources are required to satisfy
the City’s needs to assist with emergency communications services, speechwriting and editorial
content, and media relations and news releases.
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b. Firm Experience
Jacob Green & Associates provides crisis communications,
emergency management, leadership development, and
public safety services to public and private clients
throughout the United States, with a focus on California
municipal clients.
Having previously served in diverse management roles,
including Assistant City Manager for the City of Ontario
and the City of San Juan Capistrano, Jacob Green
understands municipal processes and procedures from
the inside, and knows how to work directly with City
management and staff to achieve desired outcomes in an
efficient and cost-effective manner.
Examples of recent services provided to agencies similar
to the City of San Luis Obispo include:
• CITY OF IRWINDALE: JGA staff provides
communications, marketing, and emergency
management services, specifically to provide
marketing and communications support, including State of the City video production and
development of an Emergency Operations Plan (EOP), Continuity of Operations Plan
(COOP), and Emergency Management Training for the City.
• CITY OF STOCKTON: JGA provides brand enhancement support via script writing and
video production services working directly for the City Manager. JGA also provides
leadership and crisis communications training as part of a multi-year contract to provide
leadership academy implementation and management services.
• CITY OF PICO RIVERA: JGA staff provides project management for the City’s public alerting
and warning crisis management software and provides the City with comprehensive
emergency management training and exercises.
c. General Firm Information
Jacob Green & Associates Inc. (JGA) is registered as a California Corporation (#C4787548) and is
licensed to provide services throughout the state.
JGA specializes in delivering the following services to local municipalities and other organizations:
• Communications – JGA staff provide communications consulting services that assists
client organizations in building systems, protocols, and technologies to prepare for and
respond to organizational crises.
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• Leadership Development – JGA staff help organizations to gauge and mold effective
organizational leaders who are able to set and manage strategic goals while also
motivating their team to manage their own goals to carry out a greater mission.
• Emergency Management – JGA staff apply proven emergency management and business
continuity strategies and practices to enable our clients to protect against, mitigate,
respond to, and recover from a wide spectrum of threats and risks, including fires, floods,
power outages, pandemics, and other naturally occurring and manmade threats.
• Public Safety – JGA staff provide police and fire organizational assessments and efficiency
studies, public safety consolidation and regionalization, resource allocation and
deployment, strategic and succession planning, leadership development, transitional /
interim executive leadership and police and fire chief executive recruiting.
JGA currently has two (2) full-time employees and seven (7) independent contractors. Our
headquarters is located in Tustin (13217 Jamboree Rd. #248, Tustin, CA 92782). JGA launched in
May 2021 with the acquisition of JacobGreen.com (established 2017). Prior to that time, Jacob
Green and proposed staff were providing similar services for many years, as detailed in Section
2.a above.
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3. FEE STRUCTURE
Fee Schedule Options
Option A: $2,500/month, fixed-fee, can be
cancelled at any time by the City.
The following services are provided under
Option A:
1. Speechwriting and editorial content
development
2. Media relations and news releases
3. Stakeholder communications
Option B: $5,000/month, fixed-fee, can be
cancelled at any time by the City.
The following services are provided under Option B:
1. Emergency communications services (“Crisis Communications”) – 24/7 support
2. Speechwriting and editorial content development
3. Media relations and news releases
4. Stakeholder communications
5. Crisis Communications Plan development
6. Public Relations Assessment/Gap Analysis & best practice recommendations
7. Alerting & Warning template development
8. Threat assessments (conducted by JGA law enforcement team)
9. Communications & Crisis Communications Training for Elected Officials & Staff
(up to 4 courses per contract year, 2-4 hours per class)
Option C: Hourly Counsel and Support
Alternatively, the JGA team is available on an hourly basis for any project/service listed above
when desired for project or communications support.
JGA HOURLY RATE TABLE
JGA Staff Title Hourly Rate
Jacob Green, MPA Project Manager $300.00
Gregory C. Devereaux, JD Senior Project Advisor – City
Management
$285.00
Brad Kaylor Senior Project Advisor, Police Chief
(Ret.) – Police PIO
$225.00
Mike Pelletier Senior Project Advisor, Deputy Fire
Chief (Ret.) – Fire PIO
$220.00
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JGA Staff Title Hourly Rate
John Andrews Senior Project Advisor – City
Spokesperson
$220.00
Raymond Cheung, CEM Senior Project Advisor - Emergency
Management
$185.00
Nicoli Hilscher Business Operations Manager $125.00
William Simmons Client Services Specialist $90.00
Travel and materials expenses required for the delivery of services will be charged at actual cost.
Mileage will be charged based on the applicable IRS rate at the time services are delivered.
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4. CLIENT REFERENCES
Immersed with our clients in the delivery of local government services, JGA has an unparalleled
appreciation for the responsibility our client organizations pledge to their communities. Our goal
is to help you continue to achieve local government success. Our proposed staff have decades of
experience providing emergency management and communications services to clients.
Below, we provide a sample of local California municipalities with which we have worked to
provide related services. We encourage you to contact the references below to provide
testimony of our capability to perform your requested services, adhere to schedules and budgets,
and exceed expectations.
CITY OF STOCKTON
JGA staff, led by Project Manager Jacob Green, provided a Summer
Virtual Leadership Series and currently manages the City’s Leadership
Academy.
Client
Contact
Harry Black, City Manager
209.937.8212 | Harry.Black@stocktonca.gov
Scope of
Services
Leadership Training
Script Writing
Crisis Communications Training
Video Production
Dates of
Work
November 2020 - Present
CITY OF IRWINDALE
Starting in November 2019, JGA staff provided Emergency Management
Services, specifically to develop an Emergency Operations Plan (EOP),
Continuity of Operations Plan (COOP), and Emergency Management
Training for the City.
Client
Contact
Lt. John Fraijo, Lieutenant, Police Department
626.430.2238 | jfraijo@irwindaleca.gov
Scope of
Services
Emergency Operations Plan Writing
Continuity of Operations Plan Writing
Plan Training
Dates of
Work
November 2019 - Current
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CITY OF PICO RIVERA
JGA staff currently provides emergency preparedness services to the City of Pico
Rivera. We initially completed an analysis of the Pico Rivera Emergency Operations
Plan and Draft Pico Rivera Evacuation Flood Plan. We currently assist with the
implementation of a new emergency notification system, and will be providing
training and moderating exercises for identified City staff who have a role in the
City's Emergency Operation Center and Flood Plan.
Client
Contact
Julia Gonzalez, Deputy Director, Community and Economic Development
Department
562.801.4447 | juliagonzalez@pico-rivera.org
Scope of
Services
Analysis of Emergency Operations
Plan and Draft Evacuation Flood Plan
Needs Assessment for Emergency
Notification System
Recommendation for Emergency
Notification System Acquisition
Provision of Installation/Training
Sessions
Provision of Emergency Notification
Procedure and Checklists
Dates of
Work
August 2021 - Present
CITY OF POMONA
JGA staff provide a host of emergency management services to the City of
Pomona, including Local Hazard Mitigation Plan Update, City Plan Review, Local
Planning Team Support, and Risk Assessment Guidance.
Client
Contact
Linda Matthews, Director of Human Resources / Risk Management
909.620.2291 | linda_matthews@ci.pomona.ca.us
Scope of
Services
Local Hazard Mitigation Plan Update
City Plan Review
Local Planning Team Support
Risk Assessment Guidance
Dates of
Work
February 2021 - Current
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CITY OF SAN JUAN CAPISTRANO
Serving as agency in-house staff, members of the JGA team were responsible for
the development and maintenance of all jurisdictional emergency planning
products, emergency plans, and supporting materials.
Client
Contact
Benjamin Siegel, City Manager
949.443.6315 | bsiegel@sanjuancapistrano.org
Scope of
Services
Emergency Operations Plan Writing
Hazard Mitigation Plan Writing
Plan Training
Dates of
Work
2016 - 2019
STATEMENT OF PAST CONTRACT DISQUALIFICATIONS
The bidder shall state whether it or any of its officers or employees who have a proprietary interest in
it, has ever been disqualified, removed, or otherwise prevented from bidding on, or completing a federal,
state, or local government project because of the violation of law, a safety regulation, or for any other
reason, including but not limited to financial difficulties, project delays, or disputes regarding work or
product quality, and if so to explain the circumstances.
◼Do you have any disqualification as described in the above paragraph to declare?
Yes No
◼If yes, explain the circumstances.
Executed on _________ at ________ under penalty of perjury of the laws of the State of California, that the
foregoing is true and correct.
Signature of Authorized Bidder Representative
11/17/2021 Tustin, CA