HomeMy WebLinkAboutBadger - Bid OnCall CommON-CALL CONSULTING FOR COMMUNICATIONS
PREPARED EXCLUSIVELY FOR:
City of San Luis Obispo
MARCH 16, 2022
This document is intended solely for your eyes. We ask that you please respect that all documentation created and provided to you is exclusively owned and protected
under copyright by Badger Branding and should not be used, shared with, or given to any other organization, agency, or third-party vendor.
Katy McGrath
Owner / Badger
Hello! Thank you for your consideration of Badger Branding as a partner in on-call creative services for
the City of San Luis Obispo. We have every intention to adhere to the provisions set forth in the RFQ.
Badger Branding is a small, mighty, local crew of creatives with over 30 years’ combined experience.
Since our start in April of 2020, the Badger team has enjoyed a healthy client roster of local businesses
and organizations including the City of SLO (Parks & Recreation, Tourism, Public Works, and City
Administration), the SLO Promotional Coordinating Committee, SLO Tourism Business Improvement
District, the SLO Chamber of Commerce, Downtown SLO, Cal Poly Science and Math, Big Sky Café, Splash
Café, PG&E at Diablo Canyon, and San Luis Ranch. Among the relevant recent projects completed by
Badger Branding in addition to the examples included in the presentation are several chalk murals in
Mission Plaza, Concrete Stamp program for the City’s bikeways, coordination and participation in four
of the recent Plaza Pop-up displays, City Neighborhood Maps through the SLO Chamber of Commerce,
and participation in Downtown SLO’s May Flower Initiative.
The areas of need expressed in the RFQ that best align with Badger Branding’s service offerings are brand
awareness strategies, full-service graphic design, light graphic design, key message development,
speech writing and editorial content, informational, educational, and social media posts. In addition,
we offer custom illustrations, internal communications such as report layout and email templates, and
community placemaking services in the form of banners, flags, barricade wraps, chalk murals with 2D
and 3D elements, and window painting.
We appreciate the opportunity to be of service to the City of SLO! introduction1880 Santa Barbara Ave. Suite 160 • San Luis Obispo, CA 93401
805-550-0900 • katy@badgerbranding.com
THE BADGER CETE
Our philosophy for working with clients is to gain an in-depth understanding of the client so we can not only fulfill
immediate requests but anticipate future needs and become a true creative partner. While we are big planners
and appreciate reasonable lead times for planned projects, we know unexpected needs arise. We generally run
our work queue at about 70% capacity which allows us the flexibility to accommodate last minute requests as
needed. The Badger Den is headquartered at Railroad Square in San Luis Obispo.
KATY MCGRATH – OWNER/ FOUNDER/ BADGER
Throughout our work together, Katy will serve as your direct point of contact and Project Manager. Her experience
spans the past two decades in most agency management roles from art direction to account and project
management.
HELEN ALBA – LEAD DESIGNER / MATEO'S MAMA
Helen is a marketing and print design enthusiast with over a decade of experience in graphic design and illustration.
She has been part of the Badger team since the start.
JAMIE FOXEN – SOCIAL MEDIA MANAGER / ADVENTURER
Jamie joined Badger Branding in August 2021 after six years at marketing and social media agencies. Her focus is
on social media management, engagement, and community building.
ASHLEY TULIAU – DIGITAL ASSISTANT / BEACH BUNNY
Ashley is currently a senior at Cal Poly, SLO studying graphic design and communications. She has been on the
Badger team part-time since the start and hopes to join full-time after graduation in the spring. Her focus is on
social media management, photography, and graphic design.
MOLLY CANO
Tourism Manager
City of San Luis Obispo
805-781-7165
mcano@slocity.org
DIANA TURK
Marketing & Communications Rep., Senior
Pacific Gas & Electric Company
805-540-1314
diana.turk@pge.com
CATE NORTON
Marketing & Public Relations Manager
San Luis Ranch
805-550-0544
cate@sanluisranch.org
DESCRIPTION OF SERVICES:
SLO PCC - Community Placemaking Flags for each season.
Contracted Amount: $37,260
Service Dates: March, 2019 – June, 2021
SLO TBID - ShareSLO social media community management.
Contracted amount: $86,000
Service Dates: September, 2021 – June, 2022 with two one-year extension options
DESCRIPTION OF SERVICES:
Ongoing creative services for the DCPP communications department for internal
communications and public-facing information; the DCPP Decommissioning Panel
for public-facing materials; and the Pathways to Your Future Program for employee
communications materials.
Contracted Amount: $245,000
Service Dates: April, 2020 – Present
DESCRIPTION OF SERVICES:
Ongoing creative services for the San Luis Ranch housing development for
neighborhood and facility logo marks, public-facing brochures and marketing
materials, website maintenance and updates.
Contracted Amount: $45,000
Service Dates: April, 2020 – Presentreferences
AccoladesBADGER 2021 COASTAL CALIFORNIA COMPETITION
Silver Award
Out-Of-Home Campaign
"City of SLO Cultural Banners"
City of SLO Promotional Coordinating Committee
BADGER 2021 COASTAL CALIFORNIA COMPETITION
Silver Award
Out-Of-Home Campaign
"City of SLO Holiday Banners"
City of SLO Promotional Coordinating Committee
CLIENT SENTIMENT
Jacqui Clarke-Charlesworth, SLO Chamber of Commerce
Katy is a creative powerhouse and
tremendously easy and fun to work
with. If you have an idea, Katy and
her team can help create it. I can't
recommend her highly enough as a
partner and leader.
HUMBLING LOYALTY
While we enjoy getting recognized for our work, our biggest
accomplishment is a 90% client retention rate. "
2022 rates §Art Direction
§Brainstorm Sessions
§Brand / Marketing Strategy
§Branding
§Brochures / Flyers
§Client Training
§Consulting / Recommendations
§Copy Writing
§Editing / Proofreading
§File Prep
§Graphic Design
§Illustration / Original Art
§Image Manipulation / Processing
§Media Relations
§Messaging
§Naming - Business, Products, Services
§Presentations / Reports
§Print Estimation / Production Oversight
§Project Management
§Project Research
§Social Media - Execution & Strategy
§Vendor Communication
§Website Content Planning
§Website Content Population
SERVICES $130/ HR
CERTIFICATIONS AND INSURANCE
Badger Branding is certified as a Women Business Enterprise (WBE) through the Supplier Clearinghouse for the
Utility Supplier Diversity Program of the California Public Utilities Commission. We carry Professional Liability
Insurance with Commercial General Liability coverage.
RELEVANT WORK - SAN LUIS RANCH :: BRAND IDENTITY AND COLLATERAL
San Luis Ranch is a housing development under construction in San Luis Obispo. We designed an ad series to
introduce the development to the local community, created logos for each neighborhood within the project, and laid
out sales brochures, all while maintaining their brand integrity.
Life at San Luis Ranch is in the heart of the city, but miles away from
ordinary. With farmland in your backyard, vibrant downtown SLO, and the
city’s job centers just a stone’s throw away, San Luis Ranch is rural redefined.
RURAL REDEFINED
Multi-family and Single family homes starting in Spring 2020.
Exceptional
Amenities
Spectacular
Location
Farm to Table
Lifestyle
Interested? SanLuisRanch.org
Welcome to the
neighborhood!
New home construction starting Spring 2020
Life at San Luis Ranch is in the heart of the city, but miles away from
ordinary. With farmland in your backyard, vibrant downtown SLO, and the
city’s job centers just a stone’s throw away, San Luis Ranch is rural redefined.
RURAL REDEFINED
Interested? SanLuisRanch.org
Multi-family and Single family homes starting in Spring 2020.
Exceptional
Amenities
Spectacular
Location
Farm to Table
Lifestyle
A new generation of housing
cropping up in Spring 2020.
A new home neighborhood designed for sustainable living.
In an effort to meet consumer expectations, Coastal Community Builders reserves the right to make changes or modifications to maps, plans specifications, materials, features, and colors without notice. All renderings are artist conceptions and are not intended to be literal depictions of the buildings, fences, walks, driveways or landscaping. Special wall and window treatments, upgraded floor coverings, softscape, hardscape, landscape, and other items featured in and around the model homes are decorator suggested and not included in the purchase price. Residents are automatically included in the Homeowners’ Association and are subject to Special Assessments and Community Facility Fees. Ask your Sales Representative for details. Plans to build out this project as proposed are subject to change without notice. SLO Ranch Realty, Inc DRE #00850027.
DATE: October 1, 2020#1046-14-RS19
SAN LUIS RANCH - SAN LUIS OBISPO, CA A2BLUE COLOR SCHEME
PLAN 1 - FARMHOUSE
DATE: October 1, 2020#1046-14-RS19
SAN LUIS RANCH - SAN LUIS OBISPO, CA A3WARM GREY COLOR SCHEME
PLAN 1 - CRAFTSMAN
Arroyo
FARMHOUSE CRAFTSMAN
APPROX. 1,638 SQ FT / 3 BEDS / LOFT / 2.5 BATHS / OPTION: 4TH BED, ADU, 4TH BED & ADU
DRE#01266964 | 30 Years of Excellence on the Central Coast | www.CoastalCommunityBuilders.com
MORRO – PLAN 1
In an eort to meet consumer expectations, Coastal Community Builders reserves the right to make changes or modications to maps, plans specications, materials, features, and colors without notice. All renderings are artist conceptions and are not intended to be literal depictions of the buildings, fences, walks, driveways or landscaping. Special wall and window treatments, upgraded oor coverings, softscape, hardscape, landscape, and other items featured in and around the model homes are decorator suggested and not included in the purchase price. Residents are automatically included in the Homeowners’ Association and are subject to Special Assessments and Community Facility Fees. Ask your Sales Representative for details. Plans to build out this project as proposed are subject to change without notice.
OPTIONAL ADU
PLAN 1 - GROUND FLOOR
SECOND FLOOR
W
D BED 2
CL
L.
BED 3
LAUNDRY
BATH
OPEN TO BELOW
OPEN TO BELOW LOFT
REF
DW MAIN BED
2-CAR GARAGE
LIVING
DINING
KITCHEN
BATHWIC
HALL
POWDER
ENTRY
BENCHMAINENTRY
REF
DW
ADU
BATH
COVERED PORCH
POWDER
HALL
ENTRY
LIVING
OPTIONALBED 4 BED 3
OPTIONAL SECOND FLOOR 4TH BEDROOM
LINEN
PATIOPATIO
Approx. 1,638 Sq. Ft.
3 Bedroom
2.5 Bathroom
Optional ADU
Optional Bedroom 4
Optional Bedroom 4 & ADU
PLAN 1
FIRST FLOOR
SECOND FLOOR
In an effort to meet consumer expectations, Coastal Community Builders reserves the right to make changes or modifications to maps, plans specifications, materials, features, and colors without notice. All renderings are artist conceptions and are not intended to be literal depictions of the buildings, fences, walks, driveways or landscaping. Special wall and window treatments, upgraded floor coverings, softscape, hardscape, landscape, and other items featured in and around the model homes are decorator suggested and not included in the purchase price. Residents are automatically included in the Homeowners’ Association and are subject to Special Assessments and Community Facility Fees. Ask your Sales Representative for details. Plans to build out this project as proposed are subject to change without notice. SLO Ranch Realty, Inc DRE #00850027.
DATE: October 1, 2020#1046-14-RS19
SAN LUIS RANCH - SAN LUIS OBISPO, CAA10RED COLOR SCHEME
PLAN 5 - FARMHOUSE
DATE: October 1, 2020#1046-14-RS19
SAN LUIS RANCH - SAN LUIS OBISPO, CAA11WHITE COLOR SCHEME
PLAN 5 - CRAFTSMAN
Froom
APPROX. 2,014 SQ FT / 3 BEDS / 2.5 BATHS / OPTION: 1ST FLOOR EN-SUITE, ADU, 2ND FLOOR BALCONY, CORNER LOT, COVERED PATIO APPROX. 2,170 SQ FT / 3 BEDS / 2.5 BATHS / OPTION: 1ST FLOOR ADU / 2ND FLOOR 4TH BED & ADU, 2ND FLOOR BALCONY
FARMHOUSE CRAFTSMAN
DRE#01266964 | 30 Years of Excellence on the Central Coast | www.CoastalCommunityBuilders.com
BISHOP – PLAN 5
In an eort to meet consumer expectations, Coastal Community Builders reserves the right to make changes or modications to maps, plans specications, materials, features, and colors without notice. All renderings are artist conceptions and are not intended to be literal depictions of the buildings, fences, walks, driveways or landscaping. Special wall and window treatments, upgraded oor coverings, softscape, hardscape, landscape, and other items featured in and around the model homes are decorator suggested and not included in the purchase price. Residents are automatically included in the Homeowners’ Association and are subject to Special Assessments and Community Facility Fees. Ask your Sales Representative for details. Plans to build out this project as proposed are subject to change without notice.
GREAT ROOM
ENTRY
POWDER
KITCHEN
DININGDINING
COVERED PORCH
ADU
2-CAR GARAGE
MAIN BED
OPTIONAL BALCONY
BATHBENCH
GROUND FLOOR WITH OPTIONAL EN-SUITE
GROUND FLOOR WITH OPTIONAL ADU
PLAN 5 - GROUND FLOOR
SECOND FLOOR
W.I.C.
W.I.C.
BED 2 HALL
BED 3
LAUNDRY
BATH
BATH
BATH
EN-SUITE
REFLINENW D
REFDW
W.I.C.
Approx. 2,014 Sq. Ft.
3 Bedroom
2.5 Bathroom
Optional Ground Floor En-Suite
Optional ADU
?½È³®v¨Ů®$¨³³Àv¨³®â
Corner Lot Covered Patio
FIRST FLOOR SECOND FLOOR
PLAN 5
RELEVANT WORK - CITY OF SLO CITY BEAUTIFICATION :: BANNER SERIES 1 – 4
The City of San Luis Obispo Promotional Coordinating Committee contracted us for four series of banners - one for
each season. The content ranged from city landmarks and local celebrations to abstract depictions of the city and
things to do in SLO. The series rotate throughout the year and can be found in the Downtown core, in the Monterey St.
corridor, and in the Railroad District.
SAN LUIS OBISPOHABITAT SAN LUIS OBISPOTRADITION SAN LUIS OBISPOMISSION
SAN LUIS OBISPOCULTURE
SAN LUIS OBISPOHERITAGE
SAN LUIS OBISPOPRIDE
SAN LUIS OBISPOCOMMUNITY
NOCHEBUENA
UMOJA
L’CHAIM!
CELEBRATE
MERRY
CHRISTMAS
SERIES 1 SERIES 2 SERIES 3 SERIES 4
Silver Award, 2021 Silver Award, 2021 Nominee, 2022 Nominee, 2022
RELEVANT WORK - CITY OF SLO CITY BEAUTIFICATION :: PARKING KIOSK WRAPS & PARKLET DRAPES
Captivated by our representation of local landmarks and culture, the City of San Luis Obispo contracted us to adapt
our first banner series artwork for several parking kiosks in the downtown area. As businesses moved their operations
outside during the COVID-19 pandemic, we were asked to create a series of temporary parklet barrier drapes that
brought additional vibrancy to the streets of downtown SLO. The designs borrowed from the color palettes of the first
and second banner series and featured patterns inspired by cultures found in San Luis Obispo.
PARKLET DRAPESPARKING KIOSK WRAPS
Having a Donor Advised Fund at the
Foundation comes with many benefits.
Some are practical, like donating
stocks with significant capital gains. I
personally appreciate the consolidation
of research available and education
about the philanthropic landscape in our
region. It helps me to understand where I can
generate the most impact.” – DR. ANNEKA SCRANTON, DONOR
As a resource for local charitable giving, the Foundation is
a vehicle to execute the distribution of donated assets,
while considering the changing needs and interests
of the region. We are so thankful we came to
learn about this organization through our
involvement with Kelly’s scholarship. — DR. BEN &
PAT MCADAMS, ON THEIR DAUGHTER’S MEMORIAL SCHOLARSHIP
OFFERED THROUGH THE FOUNDATION
THE COMMUNITY FOUNDATION IS DEDICATED TO
improving the lives of PEOPLE IN THE REGION.
www.cfsloco.org | 8
DONORS
We bring together the financial resources of community members, families, organizations,
private foundations and local businesses to support the nonprofits that serve and strengthen
our communities. Community members may establish a permanent Donor Advised Fund
with an irrevocable, tax-deductible contribution. They receive an immediate tax deduction
in the year the contribution is made.
For permanently endowed funds, the
Foundation manages and invests funds to
increase the amount of the gift over time.
The donor may then recommend a grant
from those funds—either in the form of one
large grant or smaller grants over time—to
another charitable organization or cause.
The Foundation provides guidance and
support to donors in deciding when and
where to give.
The Community Foundation accepts
bequests from donors who have
directed in their estate plans that
certain assets be transferred to
The Community Foundation and
honors the wishes of the donor. By
designating a gift, the Foundation
can ensure that a donor impact
continues in the community.
LEGACY GIVING
I was able to work with the Foundation to identify
specific needs I would like my estate to support.
This is my home and my heritage. If there is
something I can do that shows I care for my
community, I know the Foundation will honor those
wishes.
— JEANNE HELPHENSTINE, REGARDING ESTATE PLANNING
7 | The Community Foundation San Luis Obispo County
Access Support Network San luis Obispo & Monterey Counties Adventures in Missions Affordable Housing Paso
Robles African Wildlife Foundation Alexander Valley School Alley Cat Allies Alliance for Pharmaceutical Access,
Inc. American Association of University Women American Cancer Society American Heart Association American
Lung Association of California American Red Cross Amnesty International USA Animal Rescue Team Arroyo
Grande Community Hospital Foundation Arroyo Grande High School ARTS Obispo Assistance League of
San Luis Obispo County Association of Fundraising Professionals - SLO County Chapter Atascadero Education
Foundation Atascadero High School Atascadero Lodge #2067 Loyal Order of Moose Basin Street Regulars-
Central Coast Hot Jazz Society Best Friends Animal Society Big Brothers Big Sisters of San Luis
Obispo County Bike SLO County Boys & Girls Club of North SLO County Boys & Girls Club
of South SLO County Breast Cancer Action Cal Poly Arts Cal Poly Corporation Cal Poly
Foundation The California Academy Foundation California Rangeland Trust Camp Ocean
Pines The Cantinas Foundation Canzona Women’s Ensemble CAP Health Services Casa
Solana, Inc. CASA/Court Appointed Special Advocates of SLO County Catholic Charities
USA Cayucos Land Conservancy Central Coast Ag Network dba Central Coast Grown Central
Coast Autism Spectrum Center Central Coast Children’s Choir Central Coast Dragon Boat
Association Central Coast Music Academy Central Coast Polo Club Central Coast State
Park Association Child Development Resource Center Civic Ballet of San
Luis Obispo Clark Center Association Clark Center Foundation Coalition
to Protect San Luis Obispo County Coastal San Luis Resource
Conservation District Columbia Counseling Ministries Community
Action Partnership of San Luis Obispo County Community Counseling
Center Community Foundation of Estero Bay The Community
Foundation of Mendocino County Community
Foundation Sonoma County Compassion &
Choices Conservation Strategy Fund Cuesta
College Foundation Doctors Without
Borders Easy Lift Transportation Ecologistics El
Camino Homeless Organization Environmental
Center of SLO Esalen Institute Family Care Network, Inc. Feline Network of Central
Coast Festival Mozaic First Baptist Church San Luis Obispo First Presbyterian
Church of San Luis Obispo First United Methodist Church Five Cities Homel¬ess
Coalition Food Bank Coalition of San Luis Obispo County Fort Hope, Inc. Foster
Parent Association Foundation for the Performing Arts Center French Hospital Medical
Center Foundation and Public Affairs Fresh S.T.A.R.T. Friends For Life Friends of
40Prado Friends of Fiscalini Ranch Preserve Friends of the Arroyo Grande Library Friends
of the Charles Paddock Zoo, Inc. Friends of the San Luis Obispo Botanical Gardens The
Friendship Center Gay And Lesbian Alliance of the Central Coast Global Fund for
Women Global Glimpse Grantmakers Concerned with Immigrants and Refugees Grizzly
Youth Academy Grover Beach Community Library Guide Dogs for the Blind, Inc. Habitat
for Humanity, SLO County The Historical Society of Morro Bay HomeShare SLO Hope
and Healing Academy Hospice of San Luis Obispo County Hospice Partners of
the Central Coast Houston Food Bank Houston Society for the Prevention
of Cruelty to Animals Humane Society of the United
States Idaho Conservation League Indiana University
Foundation Infinite Music Foundation International
Rescue Committee Jack’s Helping Hand Jewish
Community Center - Federation of San Luis
Obispo Jodi House, Inc Kansas University
Endowment Association Kappa Kappa Gamma
Foundation KCBX Radio Land Conservancy
of San Luis Obispo County Leadership SLO
Foundation, Inc. The LINK Family Resource
Center Los Padres Forest Association Inc. Los
Padres ForestWatch Lucia Mar Unified School
District Meade Canine Rescue Meals That
Connect Mission College Preparatory
School Mission
San Luis Obispo
de Tolosa Pro
Cathedral Monterey
Ridge Educational
Foundation Morro Bay
High School Morro Bay High
School Boosters Club Morro Coast
Audubon Society Music & Memory Napa
Valley Community Foundation National
Wildlife Federation NCI Affiliates, Inc. North
County Adaptive Sports and Recreation
Program One Cool Earth Opera San Luis
Obispo Orchestra Novo Oxfam-America,
Inc. Pacific Wildlife Care Partners in Equestrian
Therapy Partners in Health Paso Robles Youth
Arts Foundation PathPoint Peoples’ Self-Help
Housing Physicians for Social Responsibility
Inc. Place of Hope, Inc. Planned Parenthood
California Central Coast Positive Coaching
Alliance Pregnancy
and Parenting Support
of San Luis Obispo
County Restorative
Partners,
Inc. RISE Ryan J.
Clarke CPR Fund for
Schools The Salvation
Army Salvation Army South
County Service Extension San
Luis Coastal School District San
Luis Obispo County Womenade San
Luis Obispo Friends of the Library San
Luis Obispo High School San Luis Obispo Legal Assistance
Foundation San Luis Obispo Mothers for Peace San Luis Obispo Repertory
Theatre San Luis Obispo Symphony. Inc. San Luis Obispo Vocal Arts Ensemble Santa
Maria Valley Senior Citizen’s Club Second Chance at Love Humane Society Skillful Meditation Project SLO Botanical Garden SLO Children’s
Museum SLO County Animal Services SLO County Office of Education SLO County YMCA SLO International Film Festival SLO Jazz
Festival SLO Museum of Art (SLOMA) SLO Noor Foundation SLO Village SLO Youth Baseball League Slow Money San Luis Obispo SonShine
Folk School Farm, Inc. South County Education Foundation South County Youth Coalition Spokes, Inc. St. Jerome’s Episcopal Church St.
Luke United Methodist Church Stand Strong Stanford University Stronger Futures Foundation Studios on the Park Sweet Briar College Theta
Xi Foundation Tolosa Children’s Dental Center Transitional Food and Shelter, Inc. Transitions-Mental Health Association Trinity Presbyterian
Church United Nations Foundation United Way of San Luis Obispo County Veterans Excursions to Sea (V.E.T.S.) Washington University School
of Law Water.org Wellness Kitchen and Resource Center White Heron Sangha Whitman College, Office of Annual Giving Wilshire Health &
Community Services, Inc. Women’s Shelter Program of San Luis Obispo County Woods Humane Society
The vibrant and diverse community of nonprofit
organizations in San Luis Obispo County provide support
and services that enrich and improve the quality of life
for all calling this beautiful county home. The Community
Foundation supports and partners with many nonprofit
organizations through our numerous grant programs
addressing various community needs.
GRANTS
$5,479,466 Awarded in
Grants in 2017
Arts
$445,039
Community Enhancement
$679,493
Education
$2,576,177
Health & Human Service
$1,512,088
Scholarships
$266,670
Total Awarded
$5,479,466
558
Total Grants
12%
47 %
28%
8%
5%
“We consider
The Community
Foundation a lifetime
partner in serving our
friends, neighbors and
families affected by
mental illness.”
—Jill Bolster-White, Executive Director,
Transitions-Mental Health Association
92%
SLO County
2017
Geographical
Distribution
of Funds
8 | The Community Foundation 2017 Annual Report | 9
Access Support Network San luis Obispo & Monterey Counties Adventures in Missions Affordable Housing Paso
Robles African Wildlife Foundation Alexander Valley School Alley Cat Allies Alliance for Pharmaceutical Access,
Inc. American Association of University Women American Cancer Society American Heart Association American
Lung Association of California American Red Cross Amnesty International USA Animal Rescue Team Arroyo
Grande Community Hospital Foundation Arroyo Grande High School ARTS Obispo Assistance League of
San Luis Obispo County Association of Fundraising Professionals - SLO County Chapter Atascadero Education
Foundation Atascadero High School Atascadero Lodge #2067 Loyal Order of Moose Basin Street Regulars-
Central Coast Hot Jazz Society Best Friends Animal Society Big Brothers Big Sisters of San Luis
Obispo County Bike SLO County Boys & Girls Club of North SLO County Boys & Girls Club
of South SLO County Breast Cancer Action Cal Poly Arts Cal Poly Corporation Cal Poly
Foundation The California Academy Foundation California Rangeland Trust Camp Ocean
Pines The Cantinas Foundation Canzona Women’s Ensemble CAP Health Services Casa
Solana, Inc. CASA/Court Appointed Special Advocates of SLO County Catholic Charities
USA Cayucos Land Conservancy Central Coast Ag Network dba Central Coast Grown Central
Coast Autism Spectrum Center Central Coast Children’s Choir Central Coast Dragon Boat
Association Central Coast Music Academy Central Coast Polo Club Central Coast State
Park Association Child Development Resource Center Civic Ballet of San
Luis Obispo Clark Center Association Clark Center Foundation Coalition
to Protect San Luis Obispo County Coastal San Luis Resource
Conservation District Columbia Counseling Ministries Community
Action Partnership of San Luis Obispo County Community Counseling
Center Community Foundation of Estero Bay The Community
Foundation of Mendocino County Community
Foundation Sonoma County Compassion &
Choices Conservation Strategy Fund Cuesta
College Foundation Doctors Without
Borders Easy Lift Transportation Ecologistics El
Camino Homeless Organization Environmental
Center of SLO Esalen Institute Family Care Network, Inc. Feline Network of Central
Coast Festival Mozaic First Baptist Church San Luis Obispo First Presbyterian
Church of San Luis Obispo First United Methodist Church Five Cities Homel¬ess
Coalition Food Bank Coalition of San Luis Obispo County Fort Hope, Inc. Foster
Parent Association Foundation for the Performing Arts Center French Hospital Medical
Center Foundation and Public Affairs Fresh S.T.A.R.T. Friends For Life Friends of
40Prado Friends of Fiscalini Ranch Preserve Friends of the Arroyo Grande Library Friends
of the Charles Paddock Zoo, Inc. Friends of the San Luis Obispo Botanical Gardens The
Friendship Center Gay And Lesbian Alliance of the Central Coast Global Fund for
Women Global Glimpse Grantmakers Concerned with Immigrants and Refugees Grizzly
Youth Academy Grover Beach Community Library Guide Dogs for the Blind, Inc. Habitat
for Humanity, SLO County The Historical Society of Morro Bay HomeShare SLO Hope
and Healing Academy Hospice of San Luis Obispo County Hospice Partners of
the Central Coast Houston Food Bank Houston Society for the Prevention
of Cruelty to Animals Humane Society of the United
States Idaho Conservation League Indiana University
Foundation Infinite Music Foundation International
Rescue Committee Jack’s Helping Hand Jewish
Community Center - Federation of San Luis
Obispo Jodi House, Inc Kansas University
Endowment Association Kappa Kappa Gamma
Foundation KCBX Radio Land Conservancy
of San Luis Obispo County Leadership SLO
Foundation, Inc. The LINK Family Resource
Center Los Padres Forest Association Inc. Los
Padres ForestWatch Lucia Mar Unified School
District Meade Canine Rescue Meals That
Connect Mission College Preparatory
School Mission
San Luis Obispo
de Tolosa Pro
Cathedral Monterey
Ridge Educational
Foundation Morro Bay
High School Morro Bay High
School Boosters Club Morro Coast
Audubon Society Music & Memory Napa
Valley Community Foundation National
Wildlife Federation NCI Affiliates, Inc. North
County Adaptive Sports and Recreation
Program One Cool Earth Opera San Luis
Obispo Orchestra Novo Oxfam-America,
Inc. Pacific Wildlife Care Partners in Equestrian
Therapy Partners in Health Paso Robles Youth
Arts Foundation PathPoint Peoples’ Self-Help
Housing Physicians for Social Responsibility
Inc. Place of Hope, Inc. Planned Parenthood
California Central Coast Positive Coaching
Alliance Pregnancy
and Parenting Support
of San Luis Obispo
County Restorative
Partners,
Inc. RISE Ryan J.
Clarke CPR Fund for
Schools The Salvation
Army Salvation Army South
County Service Extension San
Luis Coastal School District San
Luis Obispo County Womenade San
Luis Obispo Friends of the Library San
Luis Obispo High School San Luis Obispo Legal Assistance
Foundation San Luis Obispo Mothers for Peace San Luis Obispo Repertory
Theatre San Luis Obispo Symphony. Inc. San Luis Obispo Vocal Arts Ensemble Santa
Maria Valley Senior Citizen’s Club Second Chance at Love Humane Society Skillful Meditation Project SLO Botanical Garden SLO Children’s
Museum SLO County Animal Services SLO County Office of Education SLO County YMCA SLO International Film Festival SLO Jazz
Festival SLO Museum of Art (SLOMA) SLO Noor Foundation SLO Village SLO Youth Baseball League Slow Money San Luis Obispo SonShine
Folk School Farm, Inc. South County Education Foundation South County Youth Coalition Spokes, Inc. St. Jerome’s Episcopal Church St.
Luke United Methodist Church Stand Strong Stanford University Stronger Futures Foundation Studios on the Park Sweet Briar College Theta
Xi Foundation Tolosa Children’s Dental Center Transitional Food and Shelter, Inc. Transitions-Mental Health Association Trinity Presbyterian
Church United Nations Foundation United Way of San Luis Obispo County Veterans Excursions to Sea (V.E.T.S.) Washington University School
of Law Water.org Wellness Kitchen and Resource Center White Heron Sangha Whitman College, Office of Annual Giving Wilshire Health &
Community Services, Inc. Women’s Shelter Program of San Luis Obispo County Woods Humane Society
The vibrant and diverse community of nonprofit
organizations in San Luis Obispo County provide support
and services that enrich and improve the quality of life
for all calling this beautiful county home. The Community
Foundation supports and partners with many nonprofit
organizations through our numerous grant programs
addressing various community needs.
GRANTS
$5,479,466 Awarded in
Grants in 2017
Arts
$445,039
Community Enhancement
$679,493
Education
$2,576,177
Health & Human Service
$1,512,088
Scholarships
$266,670
Total Awarded
$5,479,466
558
Total Grants
12%
47 %
28%
8%
5%
“We consider
The Community
Foundation a lifetime
partner in serving our
friends, neighbors and
families affected by
mental illness.”
—Jill Bolster-White, Executive Director,
Transitions-Mental Health Association
92%
SLO County
2017
Geographical
Distribution
of Funds
8 | The Community Foundation 2017 Annual Report | 9
RELEVANT WORK - THE COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY :: ANNUAL REPORTS
Each year, The Community Foundation San Luis Obispo County releases an annual report to its board
and membership. For the past three years, we have been entrusted to produce the report which
consists of a complex collection of grant recipient stories, local photography, charts, and graphs.
As we compiled the information within our 2019 Annual Report, it was hard to imagine what we would
face in the coming months of 2020. However, while this Annual Report serves as an opportunity to
share and celebrate the work we did last year, our current environment serves as a reminder of the dire
need for ongoing support of community impact.
Last year marked $37 million in grants and scholarships that The Community Foundation has been
a catalyst to reinvesting into San Luis Obispo County since its inception. In the following pages you
will find examples of how this tremendous support has directly impacted our families, friends and
neighbors.
Every day we are proud to be a part of the family that supports The Community Foundation San
Luis Obispo County. When faced with challenging times, such as these, we are comforted by the
confidence in working alongside the leaders in philanthropic giving, such as yourselves.
We look forward to continuing the critical work of
The Community Foundation and to growing our
impact in San Luis Obispo County, a place we are all
so fortunate to call home.
Thank you,
.
Our CORE VALUES
With your support,
we can ensure The
Community Foundation
continues to support
those in need across
San Luis Obispo County.
Tom Sherman
President
Heidi H. McPherson
Chief Executive Officer
collaboration excellence inclusion integrity stewardship
DEAR COMMUNITY
FOUNDATION FAMILY,
1 | The Community Foundation San Luis Obispo County
BOARD
OFFICERS
Tom Sherman, President
San Luis Obispo
Jeff Buckingham, Vice-President
Los Osos
Joan Parker, Treasurer
San Luis Obispo
Sandy Dunn, Secretary
Avila Beach
Jim Brabeck, Los Osos
Grenda Ernst, Atascadero
Gwen Erskine, Templeton
Suzanne Fritz, Atascadero
Ben McAdams, San Luis Obispo
Steve McCarty, San Luis Obispo
Anita Robinson, Atascadero
Linda Sommers Smith,
San Luis Obispo
Bill Thoma, Avila Beach
Kathy Thompkins, Arroyo Grande
Mary Verdin, Arroyo Grande
MISSION & VISION
The Community Foundation makes a difference through
philanthropic leadership. We envision San Luis Obispo County
to be an enduring, thriving & engaged community.
Jane Sinton, 1998-2000
Dean Miller, 2001-2002
Julian Crocker, 2003-2004
Lyn Baker, 2005-2006
John Dunn, 2007-2008
Wendy Brown, 2009-2010
Dee Lacey, 2011-2012
Ann Robinson, 2013-2014
Steve McCarty, 2015-2016
Mary Verdin, 2017-2018
PAST BOARD PRESIDENTS
www.cfsloco.org | 2
IN 2019,
THE SCHOLARSHIP PROGRAM GRANTED69SCHOLARSHIPS
AND AWARDS
$247,250.IN THE AMOUNT OF
The Community Foundation’s Scholarship Program was established in 2000 by generous
individuals, families, businesses and organizations to ensure local students have the
opportunity to pursue their educational dreams. We administer a variety of scholarships for
high school seniors and college students.
MEMORIAL SCHOLARSHIP
Bill Thoma contacted the Foundation about his
family’s interest in establishing the annual scholarship
as a means of keeping his wife, Jennifer’s, passion for
the art of ballet alive following her passing in 2012.
The Jennifer Thoma Memorial Ballet Scholarship was
established to help local dancers realize their dreams
by providing support to attend summer intensive
training programs. Jennifer touched lives in ways she
never fully realized and will continue to do so into the
future through this scholarship.
In 2019 the Jennifer Thoma Memorial Ballet Scholarship
was awarded to Grace Shirley, age 15, who is an honors
student at Templeton Independent Study High School.
The $2,500 scholarship provided support for Grace to
attend a summer intensive ballet training program in
the summer of 2019.
Grace Shirley, 2019 Jennifer Thoma Memorial Ballet Scholarship winner
‹‹‹‹‹‹‹‹‹‹‹‹‹‹‹‹‹‹‹‹‹‹‹‹
5 | The Community Foundation San Luis Obispo County
I’ve always been quiet and
shy; school has not been an
easy road. I feel valuable now!
Having some success has made
my life more interesting and
I’ve felt more confident. It has
changed life for me and given
me a future direction. I’m ready
to see where the road will lead.
MEMORIAL SCHOLARSHIP
DOUGLAS DEGROSS SCHOLARSHIP]
Grace Shirley, 2019 Jennifer Thoma Memorial Ballet Scholarship winner
Tyler Schimke with his restored tractor
Dana Alpert
Berkeley June 2019
Katie Chapman
Pinto McAdams 2016
Ellis Vavra
Berkeley June 2019
Sheridan Rea
Stanford 2019
Holly MacFarlane
Seattle Pacific Aug 2019
Paso Robles High School senior Tyler
Schimke shared the impact of receiving
the 2019 Douglas DeGross Scholarship
in Automotive Studies. He explained,
Graduates came from the following Universities: Seattle
Pacific University, Nursing B.S.N. - Coryell Scholarship; UC
Berkeley, Geophysics B.A. - Switzer Scholarship; UC Berkeley,
Political Science B.A.- Piantanida Scholarship/Weyhrich Award;
University of San Francisco, Politics of Transformation B.A. -
McAdams Scholarship/Weyhrich Award; Stanford University,
Biology B.S. with Computer Science minor - Piantanida
Scholarship/Weyhrich Award
Impact of multi-year scholarships: the
college class of 2019 was awarded $70,000
in scholarships that were dispersed
throughout four years of college.
www.cfsloco.org | 6
RELEVANT WORK - PG&E AT DIABLO CANYON POWER PLANT :: COMMUNICATIONS SUPPORT
Over the past ten years, we have worked with several departments within PG&E to provide materials for their
communications teams, Power Generation teams, Employee Concerns Program, among others. Our work has
included brochures for the public, newsletters, email templates, infographics, banners, logos, and much more.
807 PG Employees
66
78
Decom
Employees
58 High and significant hazard dams
169
25
FERC licenses
Megawatts of
Fossil capacity
1,400
Vehicles equipped
with Telogis safety system264
7.6 Million
Miles driven by PG
employees Acres of land
in the Land
Conservation
Commitment
$20 Million
CEMA drought related hazardous tree removal spend (2016–2019)
122,000 1.2 million
Homes Helms Pumped
Storage Plant can
power at full capacity
1,954
Days at HBPP
decommissioning
without a lost
time injury
Megawatts
of utility owned solar
generation capacity
152
80%
of PG&E’s power
mix from
non-carbon
emitting
sources
14%
of customer load
that is served by
large hydro
230
Hydro license
requirements
2 million
Acre-feet of Hydro storage capacity
4.3 million
Natural gas
customer accounts 5.3 million
Electric customer
accounts
66
Hydroelectric
powerhouses
18,466
Circuit miles of electric transmission lines
106,681
Circuit miles of electric distribution lines
100 ft
110 ft
Deep and
Diameter
HBPP excavation
6,243
Shipments of waste from
HBPP decommissioning
project
DATA AT END OF 2017
PG&E by the Numbers
106 Hydroelectric
units
34,496
Gigawatt
hours
delivered
by UOG
Dams
250,00059,000
Educators
reached every
year with our
Hydro Public
Safety Message
Students
reached every
year with our
Hydro Public
Safety Message
3,892
Megawatts of
hydro capacity
416
173
Miles of water conveyance, comprised of
Miles of canals
131
4
Miles of tunnels
Miles of natural waterways
43 Miles of flumes
65 Miles of penstocks/pipes
154
Planned Hydro and Fossil outages in 2018
142,000
1905
Year PG&E was formed
Average
age, in
years, of
Hydro fleet
Linear feet of Hydro
area protected via
fencing and gating
2GENERATION OPERATING PLAN 2018-2022
1. Sign in at the RECEPTION DESK.
2. Be seated in the WAITING AREA
until called.
3. When called, proceed to
VACCINATION AREA tables.
4. Remain in the POST VACCINE
OBSERVATION AREA until
released to leave.
WELCOME
VACCINATION GUIDE
Please wear a mask and maintain social distance
TRAIN BARGE
TRUCK TRAIN BARGE
10 10 10
10 10 10
10 10 10
10 10 10
10 10 10
10 10 10
10 10
Accident Risk: 1 in 800,000 miles
EACH TRUCK REPRESENTS 10 LOADS
= 200 LOADS TOTAL.
Accident Risk: 1 in 54,000 miles Accident Risk: 1 in 143,000 miles
150-180 X
LARGER CARRYING
CAPACITY THAN TRUCKING.
400 X LARGER CARRYING
CAPACITY THAN
TRUCKING.
60%LARGER CARRYING
CAPACITY THAN
TRAIN.
Potential Risk
by Transport Mode
Barging is being evaluated for transporting some materials to lower truck trips and
increase carrying capacity. Although each of the three modes - truck, train, or barge -
offer extremely low accident risk, the carrying capacity of barging creates a
very compelling case for efficiency.
1
.5
T 805-550-0900 W BADGERBRANDING.COM
THANK YOU!