HomeMy WebLinkAboutJPW__Agreement_AGREEMENT
THIS AGREEMENT is made and entered into in the City of San Luis Obispo on _________________, by
and between the CITY OF SAN LUIS OBISPO, a municipal corporation, hereinafter referred to as City, and JPW
Communications hereinafter referred to as Consultant.
W I T N E S S E T H:
WHEREAS, the City wants to engage Consultant to furnish on-call communication support services.
WHEREAS, Consultant is qualified to perform this type of service and has submitted a proposal to
do so, which has been accepted by City.
NOW, THEREFORE, in consideration of their mutual promises, obligations, and covenants
hereinafter contained, the parties hereto agree as follows:
1.TERM. The term of this Agreement shall be from the date this Agreement is made and
entered, as first written above, for two years, at the end of the term, there will be an option to extend and
additional one year by mutual written consent.
2.INCORPORATION BY REFERENCE City RFQ for on-call consulting for communication support
services and Consultant’s proposal is hereby incorporated in and made a part of this Agreement and attached
as Exhibit A. To the extent that there are any conflicts between the Consultant's fees and scope of work and
the City's terms and conditions, the City's terms and conditions shall prevail unless specifically agreed
otherwise in writing signed by both parties.
3.CITY'S OBLIGATIONS. For providing services as specified in this Agreement, City will pay and
Consultant shall receive therefor compensation as set for in Exhibit A.
4.CONSULTANT'S OBLIGATIONS. For and in consideration of the payments and Agreements
hereinbefore mentioned to be made and performed by City, Consultant agrees with City to provide services
as set forth in Exhibit A.
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1/31/2022 | 8:48 AM PST
5.AMENDMENTS. Any amendment, modification, or variation from the terms of this
Agreement shall be in writing and shall be effective only upon approval by the Department Head or
City Manager of the City.
6.COMPLETE AGREEMENT. This written Agreement, including all writings specifically
incorporated herein by reference, shall constitute the complete Agreement between the parties hereto.
No oral agreement, understanding, or representation not reduced to writing and specifically incorporated
herein shall be of any force or effect, nor shall any such oral Agreement, understanding, or representation
be binding upon the parties hereto.
7.NOTICE. All written notices to the parties hereto shall be sent by United States mail,
postage prepaid by registered or certified mail, addressed as follows:
City
Consultant/Consultant
Whitney Szentesi
Public Communications Manager
City of San Luis Obispo
990 Palm St.
San Luis Obispo, CA 93401
(wszentes@slocity.org)
JPW Communications
2710 Loker Ave. West, Suite 300
Carlsbad, CA 92010
jenny@jpwcomm.com
8.AUTHORITY TO EXECUTE AGREEMENT. Both City and Consultant do covenant that each
individual executing this Agreement on behalf of each party is a person duly authorized and empowered
to execute Agreements for such party.
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IN WITNESS WHEREOF, the parties hereto have caused this instrument to be executed the day
and year first above written.
CITY OF SAN LUIS OBISPO, A Municipal Corporation
By:______________________________
City Manager
APPROVED AS TO FORM:
_________________________________ ________________________________
City Attorney Consultant
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Respectfully submitted by:Project proposal:
City of San Luis Obispo | On-call consulting
for communications support services
Submitted to:
City of San Luis Obispo
Delivered on:
November 19, 2021
"Owning your story is
the bravest thing you
will ever do."
-Brene Brown, Author
EXHIBIT A
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Table of contents
I. Letter of interest
Page 2 | Introduction
Page 3 | Profile of JPW Communications
Page 4 | Our services
Page 5 | Outline of the JPW process
Page 6 | Marketing innovations
II. Relevant experience of key personnel and JPW Communications
Page 8 | Key personnel
Page 10 | Firm experience
Page 16 | General firm information
III. Feestructure
Page 18 | Hourly rate sheet
Page 20 | Project fee
IV. Client references
Page 24 | References
V. Additional services
Page 26 | Additional services
VI. Appendices
Page 27 | Additional case studies
Page 39 | Team resumes
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JPW COMMUNICATIONS
2710 Loker Avenue West, Suite 300
Carlsbad, CA. 92010
760.683.8395
info@jpwcomm.com
jpwcomm.com
Mr.DanielClancy
City of San Luis Obispo
990 Palm Street
San Luis Obispo, CA93401
November 19, 2021
Dear Mr.Clancy,
It is our pleasure to submit this proposal in response to theCity of San Luis Obispo's RFQ for on-call communications consulting
and support services. Our past experience working with your communications team and our deep, sincere appreciation for SLO
continue to fuel our team's desire to partner with you on the city's ongoing communications initiatives.
On our team we have Cal Poly alumni, others with friends and family who live in SLO, and everyone else just loves to visit. We
know that your community is active, engaged and diverse across many descriptors. Above all, we know that the city has an
important story to tell about how it is working to better the lives of residents, guests, students, businesses, farmers and regional
environmental stewards, to name just a few of your many audiences. We want to help bring this narrative to life through
thoughtful messaging, campaigns and community engagement.
JPW Communications is a staff of 15 dedicated professionals who have spent time working in and alongside local government, so
we understand the realities, constraints and pride of public service. Our staff is prepared and equipped to support your on-call
projects, and we can adhere to all provisions described in the RFQ. While the entire JPW team is available to support this account
as needed, we have curated a SLO-specific project team that is highlighted on page eight.
All eight areas outlined in the scope of work are part of our existing core services that we currently provide to clients such as the
cities of San Marcos and Encinitas, County of San Luis Obispo, Western Municipal Water District, Long Beach Water Department
and Zone 7 Water Agency, to just name a few.
As a continuation of our introductory letter, we have included information about our agency, our services and typical approach to
projects. After reviewing the following pages, I'm sure you’ll agree that JPW Communications is well suited to partner with the
City of San Luis Obispo. I am legally authorized to sign a consultant agreement with the city, and I am available to answer any
questions you may have during your review of our qualifications. We look forward to hearing from you.
Sincerely,
Jennifer L. Windle,Founder and President
JPW Communications|jenny@jpwcomm.com | (760) 683-8395 x700
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Profile of JPW Communications
A staff born from government,for government
JPW Communications is a woman-owned, small business, founded by long time government communicator Jenny Windle in 2015
to create the kind of firm she needed support from when she worked for agencies like the Port of San Diego and the cities of San
Marcos and Vista, CA.
Since its founding, JPW Communications has grown into a team of expert marketing and communication professionals with
in-depth public sector experience. We approach each engagement with enthusiasm and combined staff experience of over 100
years of developing successful public outreach and engagement campaigns for government agencies.
We understand the nuances of communicating complex issues, particularly with public interests at stake, to broad stakeholder
bases, and know how to effectively create support for high-profile projects. Our team includes strategists, content mavens, media
gurus and graphic artists to support clients throughout our comprehensive and scalable engagement process.
JPW Communications prides itself on being an extension of our clients’ internal staff with the objective of ensuring our clients
shine as communicators and inspire constituents with thoughtful messaging and data-driven communication strategies.
Together, our staff have experience working with, and in many instances directly in, the following public sector categories:
•Airports and regional aviation districts
•Animal safety and services
•Arts and culture
•Economic development
•Education/higher education/early childhood education
•Environment and sustainability
•Health and human services
•Human resources/organizational communication
•Parks and recreation
•Planning and development
•Port and harbor districts
•Public safety
•Public works/construction and engineering/capital improvement
•Transportation and transit districts
•Travel and tourism
•Water districts
Our staff of 15 is at your service.
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Our services
An extension of your team
JPW is a full service agency with a team of in-house strategists and designers who are experts in their fields. Our corporate office
is located in Carlsbad, California, and we have remote employees located in Texas, California's Bay Area and Colorado.
Strategy |Empower your team
Strategic planning, media relations, media training, communication plans, brand
development, crisis communications and web development among others.
Branding |Define your story
Market research, positioning, differentiation, brand personification, logos, style
guides, internal deployment plans and other comprehensive branding efforts.
Storytelling |Share your perspective
Articles, opinion pieces, news releases, brochures, speeches, video scripts, key
messaging, blogs, social media, editorials and more.
Creative |Craft your identity
Art direction, video and photography asset production, script writing, story
boarding and animated video production.
Marketing |Highlight your narrative
Newsletters, annual reports, ad campaigns, presentations, decals, apparel,
billboards, digital advertisements and all forms of print collateral.
Outreach |Support your constituents
Community outreach, construction project campaign development and execution,
meeting facilitation, stakeholder engagement and support.
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The JPW Vision
Empower government to
rethink communications in a
fresh, dynamic and
compelling way, leading to
greater trust with the public
and transformed
communities.
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Outline of the JPW process
Our strategic approach to marketing and communications
JPW Communications takes pride in its ability to work closely with clients to see that every project, regardless of size, is delivered
on time and within budget, and even more importantly, exceeds client expectations and delivers effective results.
Because we've worked directly in the kinds of agencies we serve, we are perfectly positioned to understand the obstacles you face
and the deliverables you need. Our work plan is based on years of working with agencies just like theCity of San Luis Obispo.
PHASE ONE |RESEARCH AND INSIGHTS
JPW Communications takes the time to learn about audiences, goals, challenges and opportunities for each communications or
community outreach project. Understanding your operational objectives will help inform the development of our outreach
strategy and ensure the final product achieves your goals. Research may include interviews, focus groups, surveys, materials
audits and/or first and third party data analysis.
PHASE TWO |STRATEGY
Working with the gathered data, JPW Communications will interpret and summarize insights to determine how best to reach your
target audience, define your unique value and develop an overarching strategy and a framework for our plan of work in advance
for your approval.
PHASE THREE |PROGRAM OF WORK
Upon approval of the strategic framework, our team will develop a comprehensive work program with creative concept,
storytelling techniques and all tactics and sub-tactics detailed in support of the research and objectives. We will ensure the plan is
fully approved before moving to stage four.
PHASE FOUR |IMPLEMENTATION
JPW Communications will fully execute the plan from concept to completion, providing all copywriting, design and production files
for a complete toolkit that theCity of San Luis Obispocan pick up, or that JPW can implement. Our implementation process
includes feedback loops, quality assurance measures and budget controls all built into the timeline.
PHASE FIVE |EVALUATION
Project metrics will be reviewed against original goals and objectives to ensure targets are met and to determine effectiveness
and any course correction needs. JPW views evaluation as an on-going process conducted throughout every step of our
engagement, not just at the conclusion of a project.
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The JPW difference
Keeping tasks flowing in a world of changing technology
At JPW, we pride ourselves on serving the public sector with the same level of boundary-breaking creativity that the private
sector enjoys. We are committed to providing staff with the professional development time and investment they need to stay
current on skills and in turn, provide our clients with next-level service in the industry. Here are some of the innovations we use to
make marketing and outreach as effective as possible.
MARKETING TOOLKITS
Our marketing toolkits provide our clients with access to all of the
assets that are part of their campaign in a beautifully packaged online
presentation that links to each asset, whether it is a completed ad,
template, document, copy or other campaign materials.
Please click the example linked to the right.
DIGITAL ASSET MANAGEMENT
Our Brand Folder allows us to store, organize, tag and share digital
assets with our clients and partners in an easy-to-use interface.
When we host custom photo shoots, produce videos, or create ads or
templates, we make it easy for partners to access these assets at any
time with a cloud-based solution where they can be viewed for
quick identification or searched with comprehensive metadata and tags.
Please click the example linked to the right.
ONLINE PROJECT DASHBOARDS
JPW uses an online project management system that allows us to create
project dashboards for clients to access online. These dashboards
provide clients with the agreed-upon project timeline in Gantt chart
format, as well as updates on project deliverables and the ability to
interact with staff within the dashboard to make comments, request
updates, add pertinent attachments and stay up to date on project
progress.Please click the example linked to the right.
INTERACTIVE MEDIA FLOWCHARTS
At JPW, we take outreach seriously. We know that we can only reach
our goals if we are defining them in advance, then measuring them
consistently. We created an interactive media flowchart to allow our
clients to have complete transparency throughout the media planning
and buying process.Please click the example linked to the right.
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Relevant
experience
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Key personnel
A carefully crafted team ideal for theCity of San Luis Obispo
JPW Communications specializes in providing exceptional outreach and design support, exclusively to government clients. We’re
proud of the fact that we’ve walked a mile in your shoes and worked on comprehensive marketing and communications programs
for organizations just like theCity of San Luis Obispo, specifically with scopes similar to yours.
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Our president and founder holds a masters of public administration and has a deep understanding of
local government issues. Her time at the City of Vista and San Marcos and the Port of San Diego inspired
her to create JPW Communications, the agency she always hoped to hire. She is a certified public
communicator and a Paul B. Clark award recipient for lifetime achievement in public communication –
both bestowed by the California Association of Public Information Officials (CAPIO). With family residing
in San Luis Obispo, she spends many a free weekend enjoying SLO's rolling green hills and her oldest son
(4) usually insists on a Bubble Gum Alley visit.
Our vice president of community engagement is IAP2 certified, and an expert in community based social
marketing strategy. She has deep experience working with clients to reach their audiences after years
serving as the community relations manager for the City of Carlsbad.Morerecently, she has worked
closely with the City of San Marcos to support their ongoing communications initiatives as well as the
largest capital improvement project in the city's history. The central coast is a frequent stop for Susanne's
family when they hit the road together. Tri-tip anyone?
Our vice president of creative strategy lead the award-winning "Central Coast Clean" anti-litter
campaign developed for the County of San Luis Obispo and its many partners. She spent a decade in her
early career specializing in publicity and promotions for major movie studios including Disney,
Paramount and Universal. She has walked every nook and cranny of SLO's downtown - taking photos,
tasting bites and enjoying its quaintness - all in the name of thorough research. Perks of the job.
Leslie is an accomplished marketing and communication expert with experience in the public and private
sectors. She works with clients to develop strategic plans, creative campaigns, community engagements
and outreach of all sizes. An alumna of Cal Poly, she was devastated when she earned graduation credits
on time. In hindsight, she should have taken a fifth year to soak up more SLO. Luckily her brother followed
shortly thereafter. Trips to SLO are frequent and always lovely.
Annie is a dynamic communications leader who brings more than 20 years of public and private sector
communications and marketing expertise to JPW Communications, with more than 10 of those years at
the city, county, state and port levels. She’s a pro at crisis communications and media relations, having led
the Del Mar Fairgrounds through a variety of scenarios ranging from wildfire evacuations and protests to
event promotions. Known to get outdoors, Bishop's Peak has Annie's name all over it.
JENNY
WINDLE
Strategy
ANNIE
PIERCE
Media relations
expertise
LESLIE
SPRING
Project manager
REVEKKA
BALANCIER
Marketing
expertise
SUSANNE
BANKHEAD
Outreach
expertise
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Key personnel (continued)
A carefully crafted team ideal for theCity of San Luis Obispo
Jess Cruz-Abalos is an accomplished creative with a wide range of experience in both the public sector
and private sector. Her passion is creating purpose-driven designs for purpose-driven people. She is a
master of bringing brands to visual life. Jess oversees JPW's creative team and ensures that all projects
are designed to connect an agency with their audiences in an authentic, inclusive and welcoming ways. A
visit to SLO is at the top of her travel bucket list, and until she sneaks up to the central coast, she finds
comfort in viewing images and videos from JPWs' Central Coast Clean campaign.
Our multimedia designer uses his expertise in human-centered design strategy to create integrated
solutions across media types. He is the lead designer on the City of San Marcos' Creek Project, and he
team to design impactful pieces for the San Marcos Creek project.He regularly implements innovative
design to reach target audiences, and he is at the forefront of accessible, inclusive and intuitive design.
Chad has taken several trips to visit SLO, and his favorite times have been spent hiking up to the Serenity
Swing, through Architectural Graveyard, and enjoying the views from Avila Ridge. His favorite
restaurant downtown is Novo, and he always makes sure to pick up a donut (or two…or three) from
SloDoCo.
Box86 Media has worked with JPW on multiple public outreach projects such as San Luis Obispo's
"Central Coast Clean" campaign, Western Placer Waste Management Authority's "Trash is a terrible
thing to waste." campaign and Zone 7 Water Agency's "The Wondrous World of Water" water quality
campaign.
Arash Afshar has worked with JPW on a variety of photography efforts, including the San Luis Obispo's
"Central Coast Clean" campaign, Zone 7 Water Agency's water quality and conservations efforts, as well
as previous work for the Port of San Diego, Green Business Network, San Diego Convention Center and
other public sector water quality campaigns.
CHAD
MCLAIN
Design Support
JESS
CRUZ-
ABALOS
Creative Direction
BOX86
MEDIA
Video Production
Partner
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AFSHAR
MEDIA
Photography
Partner
For specialty production, we utilize a set of subcontractors who are experts in their respective fields. Our trusted partners have
worked collaboratively with our team to produce a variety of assets as seamless extensions of our team. We handle concepting,
scripting, storyboarding and pre-production in-house, then work with our partners for production and post-production services.
In the appendix, we have included resumes for all of our JPW staff to help you get to know our team, their skills, and the array of
projects they have worked on in the past. Our project teams are selected to capitalize on strengths and expertise; however, our
entire staff works collaboratively to support our clients' needs, and provide our project teams with additional support, expertise and
creativity.
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Firm experience
Case Studies in public sector communications
On the following pages, we have inserted a selection of project case studies that JPW Communications has worked on over the
past few years. These works collectively showcase the signature collaborative process JPW undertakes with clients, from
gathering data, to developing a strategy, to creating a detailed plan, to executing all elements and analyzing for improvement - we
work hand in hand with our client to ensure your needs are being met.
We understand every project and scope of work is a bit different. Our team is comfortable working as a supplemental support to
your team to fill in the gaps and work as an extension of your department, or as a vendor that you can feel comfortable handing a
project off to, and not having to worry about it!
We also understand that communications and outreach work a bit differently in the public sector. As former staff of public service
organizations, we recognize and appreciate that the traditional methods of product, price, promotion and place are not going to be
effective when there is no product, no price, no promotional discount to offer and your place is so expansive your entire audience
lives in it.
We have experience working with different kinds of campaign objectives and proven strategies for the kinds of outreach materials
you work with everyday.
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“It’s not about
selling. It’s about
creating value for
your audience.”
- Jerry Allocca,
author
Public Sector Campaign Objectives:
•Build appreciation
•Cultivate support
•Develop community
•Drive traffic
•Educate audiences
•Encourage prevention
•Establish trust
•Grow engagement
•Improve understanding
•Increase awareness
•Increase transparency
•Induce behavior change
•Generate revenue (Yes, we do this, too!)
Please see examples of how our staff and our work have accomplished these objectives in the following examples, each with
contact info from the public sector or public sector adjacent organization for which we accomplished this work.
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Anti-litter community based social marketing
County of San Luis Obispo Water Quality Partners
AT ISSUE:
Across San Luis Obispo County, multiple cities were becoming alarmed at the increasing amount of litter they were seeing in
parks, on beaches and on the streets. The cities joined together to create a county-wide coalition to address the growing pollution
concerns. Faced with stated mandates for reducing marine debris in waterways and requirements to create a community-based
social marketing campaign, the partners turned to JPW for help with creating an effective concept.
RESPONSE:
Team JPW worked with the partners to understand the local challenges for each city as well as the shared community values
across all areas. The final campaign, "Central Coast Clean," provides an ownable differentiator for the region, using local
terminology for the area and defining what it means to be “Central Coast Clean.” The campaign offers localization opportunities
for each city with light-hearted puns for each one. The campaign relies on scenic photography of local, familiar, beautiful outdoor
locations with water visible (whether it is the ocean, a lake or creek) to capture and build upon local pride.
RESULTS:
A series of 11 videos, a complete suite of ads, and a locally-focused marketing campaign were implemented on multiple platforms.
In the first nine months of the campaign, Central Coast Clean garnered 2,030,524 impressions. The videos have been viewed over
a combined 35,000 times on Facebook and an additional 16,234 times on YouTube. The campaign is designed to build engagement
and inspire pollution prevention over the next two years and beyond, bringing on additional partners to support the regional effort
including the local tobacco control program and a local non-profit estuary.
SERVICES PROVIDED:
•Campaign strategy and creative concept for "Central Coast Clean"
•Comprehensive marketing and media plan
•Complete video and photo production including all scripting shot lists and coordination
•11 short anti-litter videos
•Website landing page copy and assets
•Key message development
•Digital ad suite and transit ads
•Social media strategy, copywriting, content development
and asset management
BUDGET:
$99,000
CONTACT:
ANN GILLESPIE | Stormwater program coordinator
County of San Luis Obispo
agillespie@co.slo.ca.us | 805-781-5259
1087 Santa Rosa Street, San Luis Obispo, CA 93408
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Anti-litter community based social marketing
County of San Luis Obispo Water Quality Partners
DESIGN SAMPLES:
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Watch all the Central Coast Clean videos on YouTube Playlist
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San Marcos Creek Construction Outreach
City of San Marcos
AT ISSUE:
The City of San Marcos has embarked upon a three-year, $104 million construction project to raise the roadways and bridges over
the San Marcos Creek to reduce flooding and restore habitat, along with other improvements. The city has entrusted JPW with
the long-term community outreach of this major project.
RESPONSE:
JPW Communications has a long-standing relationship with the City of San Marcos and has successfully delivered on many
projects in order to earn this business. The San Marcos Creek community outreach has begun with a set of branded "Our
Neighborhood. Our Creek." materials that outline the timeline so residents can understand this is a long-term effort and be
prepared for the level of communication and transparency that is to come.
RESULTS:
In just the early phase of outreach, JPW has helped the City host a community meeting for 75 residents and council members;
facilitated more than 30 presentations with area churches, HOAs, schools and other associations; contacted more than 200
business through outreach and canvassing; developed early outreach materials including postcards, business cards, banners, signs,
created an informational video; and launched complementary multicultural outreach efforts to ensure all audiences are included.
SERVICES PROVIDED:
•Campaign creative concept
•Logo creation and campaign design
•Comprehensive outreach strategy
•Social media strategy and creative
•Collateral suite including:multilingual signage, postcard, business cards,website content, and video
BUDGET:
$625,000
CONTACT:
TESS SANGSTER | Director of communications
and economic development
City of San Marcos
tsangster@san-marcos.net
760.744.1050, ext.3174
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CLICK TO WATCH VIDEO SAMPLE
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San Marcos Creek Construction
City of San Marcos
DESIGN SAMPLES
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Innovate78 marketing plan
Cities of Carlsbad, Escondido, Oceanside, San Marcos and Vista, CA
AT ISSUE:
Innovate78 is a collaboration between five North San Diego County cities - Carlsbad, Escondido, Oceanside, San Marcos and Vista
- for a shared vision to boost economic prosperity along the State Route 78 Corridor. Innovate78’s potential to unify and promote
the North San Diego County business community is undeniable. However, in order to fulfill its potential, the brand needs to
connect with its core target audiences before communicating with the world. Unfocused outreach and confusion between
Innovate78 initiatives and city-specific economic development activities resulted in lackluster brand awareness after five years.
The coalition of five cities put out a highly competitive request-for-proposals and selected JPW to reset the brand momentum.
RESPONSE:
JPW received unanimous approval from San Diego Regional EDC and the five cities at two critical milestones in the project. At the
onset of the project, it was clear that the EDC and the cities were not in alignment about “the why”, “the what” and “the how” of
Innovate78. JPW recommended a change order in the scope to allow for research to be conducted to better understand current
perceptions of local businesses.
RESULTS:
JPW Communications crafted a comprehensive marketing plan and new Innovate78 brand narrative for the coalition to further its
ambitions of promoting the prominence of North County San Diego businesses and a prosperous economy. Along with the new
narrative and clearly defined goals, JPW developed a four-pronged strategy of synergizing, championing, segmenting and
amplifying with specific tactics for each to help the five cities unite behind a brand story ready to be told. The final marketing plan
was approved with everyone in complete alignment about where Innovate78 is today and where it’s going in the future.
SERVICES PROVIDED:
•SWOT analysis
•Focus group design and facilitation
•1:1 stakeholder interviews
•Business survey design, execution and findings
•Strategy development
•Final marketing plan includingbenchmarking, content creation, new brand platform,
owned media, paid media, earned media, andcommunity engagement tactics
BUDGET:
$25,000
CONTACT:
TESS SANGSTER | Director of communications
and economic development
City of San Marcos
tsangster@san-marcos.net | 760-744-1050, ext.3174
1 Civic Center Dr. San Marcos, CA 92069
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General firm information
A staff born from government, for government.
WHO WE ARE
JPW Communications is a team of talented marketing and communications experts from government to provide award-winning
service for government. Together, we bring decades of first-hand experience from inside cities, counties, states and special
districts, and couple that with an unrelenting pursuit of creative excellence to bring the public sector a consulting firm like no
other. Our vision is to empower every government organization to rethink communications in a fresh, dynamic and compelling
way, leading to greater trust with the public and transformed communities. Our company headquarters are in Carlsbad, California
with remote employees throughout the state, in Texas and Denver, Colorado.
WHAT WE DO
Every day, we tap into our team’s extensive government experience to help public agencies across the state connect and engage
with their communities in meaningful and memorable ways. When you work with JPW, you will be challenged to rethink the ways
you're connecting with your audiences. You may hear us say that we're not the "door hanger people." That's because we're going to
do things differently every single time. The benefit to you is out-of-the-box solutions that actually make people take notice.
WHY WE DO IT
We are passionate about public service. We choose to do the work we do. We know the public sector affects change, and we’re
inspired by making a difference for the greater good. We understand the work we do directly impacts ourselves, our communities,
our families and loved ones. Collectively, this is what gets our team of 15 out of bed every day and fires us up to do this important
work.
WHAT MAKES US DIFFERENT
• We are PIONEERS. We are motivated by trailblazing. We enthusiastically take initiative. We are willing to push the status
quo because we believe in the promise of what might be.
• We are TRANSLATORS. We are skilled at making connections, finding common ground, revealing meaning and making
government more accessible to the community through plain language and effective communication.
• We are ADVOCATES. We are driven by vision, service and championing community causes. We believe in the power of
people and purpose, and we bring them together to drive change.
HOW WE GET IT DONE
We understand the nuances of visually communicating complex issues to broad and often varying audiences. When the stakes are
high, and the public's interest is in mind, you must know how to effectively create materials that break through the noise and get
attention.
Design is not just words and pictures "made pretty" on a page, and we don't support the notion that you can just "whip up a logo."
Design is a process, and we take it seriously.
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General firm information (continued)
Distinguishing characteristics
Since its inception in 2015, JPW has frown from a one-person firm operating out of a spare bedroom in Company Founder Jenny
Windle's home, to a 15 person firm serving more than 40 public sector clients up and down the state of California.
According to Jenny, it all started with a concept that was hatched at the Sacramento Airport en route to the annual California
Association of Public Information Officers (CAPIO) conference—she pondered the idea of creating a communication firm that
would cater specifically to the public sector in a way that no other outside agency could—with exceptional service, groundbreaking
creative ideas, and the unique acumen that only comes from having a team who has spent time entrenched in the public sector.
There are so many agencies trying to be “all things to all people.” That’s not JPW.
JPW is laser-focused on the public sector. Not because the team has to, but because the team wants to. This work is the company’s
passion, and it’s what gets Team JPW out of bed every single morning.
Because nearly all members of JPW team have worked in the public sector, we get government agencies and we speak their
language. Because of that, we’re able to be more than just another consultant to our clients. We want to earn their trust to be a
valued partner, standing alongside them providing critical support that will drive their success.
At JPW, we still see ourselves as public servants. Therefore, we aim to provide our award-winning service at a price-point that
upholds the notion that the firm is, by extension, a steward of public funds.
17
Mission:
Use our team’s extensive
government experience to
serve the needs of our
clients, helping them
connect and engage with
communities in meaningful
and memorable ways.
Vision:
Empower government to rethink communications in a
fresh, dynamic and compelling way, leading to greater
trust with the public and transformed communities.
Values:
Respect | Passion | Quality | Non-Traditional | Rewarding
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Fee structure
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Hourly rates
Standard rate sheet
Below is the standardJPW Communicationshourly rate sheet to give you the option of using staff for ongoing support. We
regularly work with our clients on per-project fees, time and materials as-needed, or a combination, depending on your needs. We
are happy to work with you to find the right solution.
Description Hourly Rate
President/Principal-in-Charge
Jenny Windle
$235 / hour
Vice President, Creative Strategy/Community Engagement
Revekka Balancier/Susanne Bankhead
$205 / hour
Marketing and Communications Director/Creative Director
Angela Casias/Jess Cruz-Abalos/Annie Pierce/Shannon Singler/Leslie Spring
$190 / hour
Senior Communications Manager
Vacant
$160 / hour
Senior Multimedia Designer
Armando Nava
$145 / hour
Communications Manager
Michael Colon/Julia Woods
$145 / hour
Senior Marketing/Communications Specialist
Mary Elise Conzelmann/Robert Escobedo/Nico Gonzalez
$130 / hour
Multimedia Designer
Chad McLain
$115 / hour
Communications Specialist
Ari Avila-Arango
$85 / hour
Video & Photography Partners $175 / hour
Client agrees to reimburse JPW Communications monthly for extraordinary out-of-pocket costs and expenses incurred in performing the functions described above,
including, but not limited to: large-volume (more than 100 at a time) photocopying, printing, postage, clipping service, overnight mail delivery and courier services,
which shall be billed at net. Travel costs outside of Los Angeles, Riverside, Orange or San Diego County will be billed at net. A customary 15 percent markup will be
added to all advertising buys, printing, stock photography purchases and other cost of goods sold that are procured on behalf of the Client by JPW Communications.
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Fee proposal
On-call communications services
JPW will develop specific estimates before each project to refine pricing and scopes with our project lead. As requested in the
RFQ, we have outlined general pricing for the following projects.
Description Subtotal
Strategic public outreach, information and engagement planning
Variables include available research, complexity of issue(s), scale of desired outreach, existing
community perceptions and duration of outreach. Estimate covers strategy development, planning and
implementation.
(Estimated 80-150 hours @ blended rate of $150/hr)
$12,000-22,500
Public information distribution
Variables include desired reach of distribution, quality and breadth of contact lists, complexity of
issue(s), number of messages. Estimate covers research, creation, distribution and monitoring.
(Estimated 60-120 hours @ blended rate of $150/hr)
$9,000-18,000
Emergency communications services
Variables include duration and scale of emergency, complexity of issue(s), existing community
perceptions and quality of contact lists. We recommend time and materials pricing for emergency
communications services.
(Estimated 120 hours @ blended rate of $150/hr)
$18,000
Brand awareness strategies
Includes development of creative strategy and branding. Estimate does not include execution of
collateral, multimedia or implementation.
(Estimated 150 hours @ blended rate of $150/hr)
$22,500
Media planning and buying
Variables include scope and reach of campaign, target outlets, ad buy rates. Estimate includes
management of buys and performance analytics.
(Estimated 120 hours @ blended rate of $150/hr)
$18,000
Small projects
Full graphic design (see page 23)
Light graphic design (see page 23)
Video production (full day, on-site production support, script writing, storyboards, post-production)$6,000
Photography production (full day, on-site creative direction)$5,000
Key messages $1,500
Speechwriting and editorial content $1,500-5,000
Media relations and news releases (per release)$500-2000
Informational, educational social media posts (copywriting, photography, monitoring and research)$500-2000
Construction project information facilitation
Variables include scale and scope of project; existing community perceptions; target audiences; desired
outcomes.
(Estimated 300 hours @ blended rate of $150/hr)
$45,000
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Description Subtotal
Stakeholder engagement and information gathering
Variables include scale and scope of project; existing community perceptions; target audiences; desired
outcomes.
(Estimated 300 hours @ blended rate of $150/hr)
$45,000
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Fee proposal - Sample graphic design services
Project rate sheet
JPW can provide a variety of design deliverables for theCity of San Luis Obispoon an as-needed basis. This a-la-carte style
assumes each piece is a stand alone request, and does not take advantage of economies of scale with producing multiple variations
of the same campaign art. This is meant to provide an idea of how miscellaneous requests might be handled.
Creative Implementation Options Estimates
Annual report - approximately 32 Pages $12,500
Banners/large displays $1,250
Brochures/booklets $1,950
Digital display ads/website graphics/GIFs $750
Display ads/magazine, newspaper, billboard, transit shelter ads $1,250
Flyers/one-sheets $750
Illustrations/infographics $2,500
Newsletter template - header, footer graphics and template layout in delivery software $1,250
Newsletter implementation - content support, photos, graphics and delivery in pre-created template $1,000
PowerPoint template - custom presentation template with eight layout options $1,500
PowerPoint presentations - content support, charts, photos and graphics for 20 slides $4,000
Postcards (4x6")/posters (24x36")$1,250
Promo item layout - t-shirts, environmental messaging items $625
Social media assets - header image, events cover, or post graphic $750
Stationery suite - letterhead, business card, email signature and envelope design $1,250
NOTE: Estimates are for copywriting, editing and design and do not include printing or distribution costs.
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References
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References
Colleagues you can trust
We are proud to have long standing, positive relationships with our clients. We've included references for the projects cited in the
project team section above.
CRAIG MILLER | General manager
Western Municipal Water District
cmiller@wmwd.com | 951-571-7100
14205 Meridian Parkway, Riverside, CA 92518
Services provided from 4/2016 - present
Projects:brand development and ongoing marketing and communications support
TESS SANGSTER |Director of communications and economic development
City of San Marcos
tsangster@san-marcos.net | 760-744-1050x3174
1 Civic Center Drive, San Marcos, CA 92069
Services provided from 1/2016 - present
Projects:brand development and ongoing marketing and communications support and
San Marcos Creek project outreach and communications implementation
ALEXANDRA BRADLEY |Communications specialist
Zone 7 Water Agency/Alameda County Water & Flood Control District
abradley@zone7water.com | 925-454-5048
100 North Canyons Parkway, Livermore, CA 94551
Services provided from 1/2020 - present
Projects:strategic plan, multiple campaigns, and ongoing marketing and communications
MORGAN VENTER | Public information officer
Long Beach Water Department
morgan.venter@longbeachwater.org | 562-570-2314
1800 E. Wardlow Road, Long Beach, CA 90807
Services provided from 5/2019 - present
Projects:strategic communications plan, ongoing marketing and communications
LILLIAN DOHERTY | Infrastructure and sustainability department director
City of Encinitas
ldoherty@encinitasca.gov | 760-633-2712
505 S. Vulcan Ave., Encinitas, CA 92024
Services provided from 4/2015- present
Projects:El Portal Undercrossing, Leucadia Streetscape, general communications, as-
needed communications for Infrastructure & Sustainability projects
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Additional services
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Additional services
To echo what we mentioned earlier, JPW Communications is a full-service agency with a skilled graphic design team, expert
marketers, proven community engagement professionals and adept project managers. Our complete list of services are included
here again for your easy reference.
Strategy |Empower your team
Strategic planning, media relations, media training, communication plans, brand
development, crisis communications and web development among others.
Branding |Define your story
Market research, positioning, differentiation, brand personification, logos, style
guides, internal deployment plans and other comprehensive branding efforts.
Storytelling |Share your perspective
Articles, opinion pieces, news releases, brochures, speeches, video scripts, key
messaging, blogs, social media, editorials and more.
Creative |Craft your identity
Art direction, video and photography asset production, scriptwriting,
storyboarding and animated video production.
Marketing |Highlight your narrative
Newsletters, annual reports, ad campaigns, presentations, decals, apparel,
billboards, digital advertisements and all forms of print collateral.
Outreach |Support your constituents
Community outreach, construction project campaign development and execution,
meeting facilitation, stakeholder engagement and support.
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Appendix |
Additional case
studies
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Leucadia Streetscape & El Portal Undercrossing
City of Encinitas & San Diego Association of Governments
AT ISSUE:
In late 2020, the City of Encinitas, in partnership with the San Diego Association of Governments (SANDAG), started construction
on two long-awaited projects in the community: the El Portal Pedestrian Undercrossing and the Leucadia Streetscape project, a
series of improvements to revitalize Highway 101. While the two separate projects were being handled by two different
construction teams, the public wouldn’t see that distinction. Therefore, a cohesive joint outreach strategy was needed.
RESPONSE:
The city and SANDAG tapped JPW Communications and Katz & Associates to develop a strategy to guide communications and
outreach for both projects throughout construction. The joint approach to communications and outreach for both projects would
ensure all messages and updates were coordinated and consistent. Developed and launched during the COVID-19 pandemic,
JPW evolved traditional public engagement strategies to still reach target audiences virtually.
Establishing a baseline of resident sentiment and project knowledge, JPW and Katz conducted informal research through phone
calls and canvassing during the pre-construction outreach phase. Through this effort, the team learned that, while both projects
were designed with input from the public, there were still community members that were not aware of the projects and upcoming
construction. This understanding informed the holistic nature of JPW’s outreach strategy.
RESULTS:
In just the early phase of outreach, JPW and Katz helped the city and SANDAG host a virtual community meeting for 75
community members and provided virtual presentations to several additional project stakeholder groups. The team has also
coordinated nearly 70 public inquiries and made more than 200 outreach contacts, including presentations and meetings with
area churches, HOAs, schools and other associations, as well as business-specific outreach and canvassing. The overall sentiment
of these public inquiries has been overwhelmingly neutral to date, which given the projects’ disruptive on-going construction is
viewed as win. Additionally, overall awareness of both projects has increased notably.
SERVICES PROVIDED:
• Comprehensive communications strategy, implementation, project branding and key messages
• Public inquiry responses, management, and coordination of dual project tracking database
• Virtual community meeting and presentations for both projects
• Collateral suite including signage, postcards, business cards, social media graphics, video and presentation template
• Multicultural outreach including meetings and presentations to Spanish speakers in community
BUDGET:
$90,000
CONTACT:
LILLIAN DOHERTY | Development services director | City of Encinitas
ldoherty@encinitasca.gov | 760-633-2614
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Leucadia Streetscape & El Portal Undercrossing
WORK SAMPLES:
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Grandview bluff collapse
City of Encinitas
AT ISSUE:
When a bluff collapsed along the normally scenic shores of the City of Encinitas on a Friday afternoon, local residents out for a
walk tragically sustained injuries they could not overcome, resulting in three fatalities as the situation unfolded. The city's first
responders and public works teams immediately went into action to triage the site, and JPW was called in to manage all crisis
communications, arriving at city hall within the hour.
RESPONSE:
JPW Communications provided media management and strategic counsel to the city's emergency response team in order to
deliver compassionate, clear and up-to-the-minute information about the high-profile incident. In addition to the immediate on-
site response, JPW helped with managing social media, follow-up statements, interviews, and the post-event messaging to
reassure the community the area was safe to revisit.
RESULTS:
The city conducts regular emergency trainings with its public safety team and has a strong communications team in place.
Following the incident, the city response team along with JPW conducted a debrief on emergency response and communications.
The team decided to bring emergency communications even more to the forefront and committed to conducting additional staff
trainings and creating resources that will lead to even stronger crisis communications in the future. JPW is working with the city
now on these deliverables.
SERVICES PROVIDED:
•Community and stakeholder outreach
•Crisis communications management
•General communication support
•Key message development
•Media relations
•Social media management
CONTACT:
PAUL BRENCICK | Management analyst II
City of Encinitas
pbrencick@encinitasca.gov | 760-633-2614
505 South Vulcan Avenue, Encinitas, CA 92024
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Santa Ana CARES
City of Santa Ana
AT ISSUE:
The City of Santa Ana is California's 11th largest city, and one of the state's most diverse. It has been hit particularly hard by the
coronavirus pandemic due to its densely populated neighborhoods, multigenerational family living arrangements and a high
concentration of essential service workers. Therefore, the community has a tremendous need for relief resources that span the
gamut from rental assistance, business loans, childcare assistance, health screening and more. The City of Santa Ana is answering
this call through a concerted effort to bring resources directly to the neighborhoods through their Santa Ana CARES program.
RESPONSE:
JPW Communications was retained by the City of Santa Ana to craft a comprehensive outreach plan to reach the diverse
community and bridge the barriers to accessing resources, including language, vehicle ownership, internet access and trust in local
government. The primary goals of the engagement are to increase and educate all audiences about the program and services
available, and to increase community participation in programs and services offered. In nearly record time, JPW Communications
developed a new brand for the program along with a comprehensive outreach plan that addressed paid, earned, shared and owned
media. Implementation of the outreach program is now underway.
RESULTS:
While the program was just launched at the end of August 2020, initial response to the outreach effort has been favorable on all
fronts. City staff has seen a marked uptick in traffic to the Santa Ana CARES website, and mobile resource events have been well
attended.More specific metrics will be measured at the conclusion of the outreach period.
SERVICES PROVIDED:
•Community and stakeholder outreach plan development
•Brand development
•Key message development
•Collateral production (print and digital)
•Video production
BUDGET:
$50,000
CONTACT:
PAUL EAKINS | Public affairs manager
City of Santa Ana
peakins@santa-ana.org | 714-647-5224
20 Civic Center Plaza, Santa Ana, CA 92701
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Santa Ana CARES
DESIGN SAMPLES
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Economic development and recovery story telling
City of Chula Vista, CA
AT ISSUE:
Small businesses are at the heart of thriving communities. Yet, the global COVID-19 pandemic hit these cherished local gems
particularly hard. In turn, cities like the City of Chula Vista were impacted as well, along with the businesses and families in the
community. The city's economic development team sensed the need for professional support to rally their close-knit community
together around their small businesses and locally owned shops.
RESPONSE:
Team JPW worked with the City of Chula Vista to proactively encourage local residents to ‘think small’ as they shop, dine, stay and
play in their community supporting their local businesses. Our new ‘We built THIS’ initiative was created to shine a light on unique
Chula Vista makers, restaurants, hotels and shops across town, and educate the community about the businesses that bring Chula
Vista to life. The campaign is an extension of their previous 'THIS is Chula' tourism campaign, which allows for easy integration
into their website and builds on community familiarity.
RESULTS:
A series of videos, display ads, social media content and more will be shared with the community over the next several months, as
the community rebuilds from pandemic closures and impacts. The various campaign elements all drive traffic to a refreshed
explorechulavista.com site, beginning with a launch video featuring multiple small businesses.
SERVICES PROVIDED:
•Campaign strategy and creative concept for "We Built THIS."
•Comprehensive marketing plan
•Complete video and photo production including all scripting, shot lists and coordination
•Three community-wide feature videos, eightbusiness focused vignette videos, one how-to video to support app usage
•Website refresh including all assets built to spec
•Key message development
•Media release copywriting and earned media support
•Digital ad suite for google display ads
•Social media strategy, copywritingand asset management
BUDGET:
$70,000
CONTACT:
MIRANDA EVANS | Economic development specialist
City of Chula Vista
mevans@chulavistaca.gov | 760-912-3174
276 Fourth Avenue, Chula Vista, CA 91910
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Economic development and recovery story telling
City of Chula Vista, CA
DESIGN SAMPLES:
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Watch the "We Built THIS." video on YouTube
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San Marcos community master brand
City of San Marcos, CA
AT ISSUE:
As one of the fastest-growing communities in northern San Diego County, the City of San Marcos was at a crossroads with its
visual identity. Prompted by the desire to order community wayfinding signage, staff realized that task was a bit challenging since
there were so many different logos used to represent the city. Not only did that confuse their brand, but none of the variations
accurately reflected this community that was quickly coming of age.
RESPONSE:
The City commissioned JPW Communications through a competitive RFP process to develop a new community brand. The
process included in-depth research and findings, analysis, creative development and implementation assistance.
RESULTS:
The result is a sophisticated visual identity that matches San Marcos' impressive demographics and positioning in the marketplace,
particularly for economic development purposes. All that, plus beautiful wayfinding signage that matches their newly minted
brand. The “Discover Life’s Possibilities” tagline exemplifies both what San Marcos is today and aspires to be in the future.
SERVICES PROVIDED:
•Comprehensive brand guide including
master narrative, new city logo, tagline, design elements
•Stationery suite including
letterhead, business cards, envelopes
•Specialty items including
apparel, vehicle applications
•Wayfinding signage
•PowerPoint template
•Social media templates
•Flyer template
•Brochures
•Banners
BUDGET:
$50,000
CONTACT:
SARAH MACDONALD
former communications officer
City of San Marcos
Currently with Western Municipal Water District
smacdonald@wmwd.com
951-571-7100
14205 Meridian Pkwy. Riverside, CA 92518
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San Marcos community master brand
City of San Marcos, CA
DESIGN SAMPLES:
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Samples of creative services
Newsletters, flyers and magazines
Samples of Creative Services
Project flyer Printed newsletter spread
Double-sided one-sheet
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Samples of creative services
Newsletters, flyers and magazines
Magazine (cover and interior spread)
Community update hand-out
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Appendix |
Team Resumes
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Jenny Windle
40
Founder/president
Jenny Windle, MPA, is one of California’s most experienced and well-respected
government communication professionals and brings more than 20 years of award-
winning experience to her firm, JPW Communications.
Prior to starting the firm, Windle served as the director of marketing and
communications for the Port of San Diego where she directed a 16-person team with a
more than $4 million annual budget. She oversaw marketing efforts related to
advancing the port’s maritime and cruise business lines and directed media and
community relations efforts to inform, educate and engage the port’s diverse
stakeholder base.
Windle created award-winning communication programs for the City of Vista and the
City of San Marcos before assuming her role at the port. Her communications career
began at the City of Palmdale where she spent nearly 10 years crafting community
relations and branding strategies in the city’s communications department.
Related experience
•Cardiff School construction community outreach plan, Cardiff School District
•Srategic communication plan, Civic San Diego
•Design-Build Department strategic communication plan, UC San Diego
•La Sierra Pipeline construction outreach, Western Municipal Water District
•Marketing and communication plan, LTV (Lancaster TV), City of Lancaster
•Sterling Pump Station community outreach, Western MunicipalWater District
•Strategic communication plan, City of Encinitas
•Scholarship marketing and communication plan, San Marcos Promise
Education
•Cal State University, Northridge
◦Masters in Public Administration
•Western Washington University
◦Bachelors of Arts in Communications
•California State University, Fresno
◦Economic Development Certificate
Expertise
•Branding and corporateidentity
•Communications
•Community engagement
•Construction outreach
•Council/commissionrelations
•Design and developmentoutreach
•Facilitation
•Marketing and advertising
campaigns
•Media relations
•Program management
•Public speaking
•Stakeholder development
•Social media management
•Strategic planning
•Video production
•Website development
If local government
had a hall of fame,
she’d be in it.
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Susanne Bankhead
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Vice president, community engagement
Susanne has spent more than 15 years excelling in community engagement and has
served at the helm of several complex, high-stakes projects in San Diego like the
Mid-Coast Trolley Project, the Terramar Area Coastal Improvement Project, the
Ocean Street Beach Access Project and the Plaza de Panama Project.
Today, she uses that expertise at JPW Communications to lead community
engagement and strategic planning efforts. She believes every engagement is an
opportunity to build trust and enjoys finding ways to boost public participation.
Recognized as an industry leader, Susanne has successfully collaborated with
community groups, elected officials and other stakeholders.
Prior to joining JPW, Susanne served as the community relations manager for the
City of Carlsbad, where she managed operations for a 12-person team dedicated to
keeping internal and external audiences informed. She previously worked for two
public affairs firms developing and executing communication and outreach programs.
Related experience
•Mid-Coast Trolley project community and multicultural outreach, SANDAG
•Plaza de Panama Project community outreach, Balboa Park, City of San Diego
•San Marcos Creek construction project outreach, City of San Marcos
•Brand Launch and Implementation, City of Carlsbad
•Walk + Bike Carlsbad behavior change campaign, City of Carlsbad
•Stormwater, Recycling and Trash communication, City of Carlsbad
•Website development,Los Angeles World Airport Midfield Satellite
Concourse
•Marketing and outreach campaign, First 5 San Diego
•SANDAG Regional Transportation Plan brand and web development
Education
•Cal State University, Long Beach
◦Master of Science in Kinesiology
•Arkansas State University
◦Bachelors of Arts in Kinesiology
•International Association of Public Participation
◦Effective Public Participation Certificate
Expertise
•Advertising campaigns
•Branding and corporate
identity
•Communications
•Community engagement
•Construction outreach
•Council/commission
relations
•Design and development
outreach
•Facilitation
•Media relations
•Program management
•Public speaking
•Stakeholder development
•Social media management
•Strategic planning
•Video production
•Website development
You know the hype
man at a concert?
That's Susanne at
a public meeting.
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Revekka Balancier
42
Vice president, creative strategy
Revekka Balancier brings more than 20 years of public and private sector experience
to JPW Communications. She began her career with 10 years in the private sector at
public relations and advertising agencies specializing in entertainment publicity and
promotions for feature film studios such as Disney, Paramount and Universal.
She went on to spend 13 years in various public service roles including director of
communications for the lieutenant governor of Colorado and Denver Human
Services, marketing manager for the Port of San Diego, public affairs manager for
Denver public works and deputy communications director for the Denver mayor’s
office.
Revekka excels in creative concepting and integrated marketing and communications
campaign management as much as she does in media relations and crisis
communications. She has led successful branding initiatives, behavior change
campaigns, traditional revenue generating marketing campaigns, and enrollment and
recruitment efforts all with measured, positive results. She joined JPW
Communications to continue her commitment to serving the greater good.
Related experience
•"Trash is a terrible thing to waste." recycling campaign, Placer County Waste
•"Central Coast Clean" anti-littering campaign, San Luis Obispo
•"Immerse Yourself in the Arts" arts and culture marketing, Port of San Diego
•"#ThatsMyBay" pollution prevention video series, Port of San Diego
•“Colorado Completes” statewide higher-ed showcase, State of Colorado
•“Join the 85” youth drug and alcohol prevention, City & County of Denver
•“SNAP into Health” assistance program enrollment, City & County of Denver
•Port of San Diego new brand and sub-brand launch
Education
•University of Denver
◦Masters in Professional Services,
Organizational Leadership - Coursework
•University of Colorado, Denver
◦Bachelors of Arts in Communications
Expertise
•Brand development
•Budget and project
management
•Business process improvement
•Community engagement
•Creative direction
•Crisis communications
•Digital Advertising/ pay-per-
click strategies
•Government and legislative
affairs
•Leadership development
•Marketing and advertising
campaigns
•Media and public relations
•Organizational communication
•Public private partnership
•Social media strategy and
management
•Strategic planning
•Video and photo production
She's so 'go big or go
home,' sometimes
you have to tell her to
go home!
DocuSign Envelope ID: CBD5C0F2-43AB-48F9-A20A-B167216C8F65
Leslie Spring
43
Director of communications and marketing
Leslie Spring is an accomplished marketing and communication expert with
experience in the public and private sectors. She is adept at creating and
implementing successful strategic communications plans that drive results.
Before joining JPW Communications, she worked in higher education developing
strategic marketing plans and campaigns that deepened community engagement and
advanced cohesive brand narratives.
At JPW, she marries her journalism and advertising background with a public service
perspective to craft communication strategies that work for government clients. Her
specialties include branding and identity development, project management, social
media, digital advertising, content development and community engagement.
Related experience
•San Marcos Creek construction project outreach, City of San Marcos
•“Defensible Space” fire safety campaign, City of San Marcos
•“Honk Less, Wave More” courteous driving campaign, City of San Marcos
•“Know Before You Vote” redistricting campaign, City of San Marcos
•North Well construction outreach, Western Municipal Water District
•On Tap newsletter content development, Western Municipal Water District
•Poinsettia 61 roadway construction community outreach, City of Carlsbad
•Recruitment video script and storyboard, Rancho California Water District
•San Marcos 360 newsletter content, City of San Marcos
•State of the City speechwriting and production, City of Encinitas
•Tamarack drainage construction outreach, City of Carlsbad
Education
•California Polytechnic State University, San Luis Obispo
◦Bachelor of Science in Journalism
Expertise
•Account management
•Advertising campaigns
•Arts and event marketing
•Branding and corporate
identity
•Communications
•Community engagement
•Construction outreach
•Data analysis
•Design and development
outreach
•Facilitation
•Project management
•Social media management
•Strategic planning
•Video production
•Website development
Strategies and
tactics are her
love language.
DocuSign Envelope ID: CBD5C0F2-43AB-48F9-A20A-B167216C8F65
Annie Pierce
44
Communications director
Annie is a dynamic communications leader and former journalist who has a passion
for fusing creative concepts with storytelling to build compelling public messaging.
She brings 20+ years of public and private sector communications and marketing
expertise to JPW Communications.
Eight years as a reporter in her early career developed a foundation steeped in
research, cultivating relationships and creative thinking. Those inquisitive
characteristics have helped fuel Annie’s dedication to public service at the city,
county, state and port levels for more than a decade. She’s a big believer that engaging
communities and constituents in creative ways is the key to making government and
public agencies relatable and approachable.
She’s a crisis communications and media relations pro, having led the state's Del Mar
Fairgrounds through a variety of scenarios ranging from wildfire evacuations to
protests as Communications Manager. She led the Port of San Diego’s creative
initiatives as creative services manager and has extensive marketing and brand
implementation expertise at city and county public agencies in the Pacific Northwest.
Related experience
•Crisis communications plan, Del Mar Fairgrounds
•Strategic communications plan, City of San Marcos
•Multicultural outreach plan, San Diego County Fair
•Environmental, cruise and cargo marketing initiatives, Port of San Diego
•Scholarship communications plan, Vancouver-Clark Parks and Recreation
•Community engagement plan, Clackamas County
•Master Plan development and outreach, North Clackamas Parks and
Recreation District
Education
•Western Washington University
◦Bachelorsof Arts in Journalism
Expertise
•Branding and Identity
•Community engagement
•Creative direction and
leadership
•Crisis communications
•Event management
•Internal and external
communications
•Marketing and advertising
campaigns
•Media relations and earned
media
•Public/private partnerships
•Research and editing
•Strategic messaging
•Strategic planning
•Website and social media
management
Just wait until you
hear your story the
way she tells it!
DocuSign Envelope ID: CBD5C0F2-43AB-48F9-A20A-B167216C8F65
Jess Cruz-Abalos
45
Creative director
Jess Cruz-Abalos is an accomplished creative with a wide range of experience in both
the public sector and private sector. Her passion is creating purpose-driven designs
for purpose-driven people.
Before joining JPW Communications, Jess collaborated with distinguished private
sector brands such as Sanrio, Marvel Entertainment, and the National Hockey League
(NHL). She has also designed a variety of public sector brands, websites and materials
for organizations including San Diego Women Infants, & Children (WIC), the County
of San Diego, and the City of Carlsbad. For six years, she co-owned a boutique
branding agency and was a solo entrepreneur. As a result, she understands the ins and
outs of running a business, managing teams, problem-solving, and streamlining
processes.
Her design philosophy is deeply rooted in purpose, integrity, creative collaboration,
and asking the most critical question, “Why?” She believes successful visual designs
can solve problems and positively universally impact others and communities.
Related experience
• San Diego Women, Infants, & Children (WIC) website redesign
• Community program guide redesign, cities of Lakeside, Fallbrook, Spring
Valley and the County of San Diego Parks and Recreation Department
• Editorial design and event graphics, City of Carlsbad Parks and Recreation
• The Social Fabric Initiative youth leadership program brand and marketing
materials,Kroc Institute for Peace & Justice,University of San Diego
• Rebrand and redesign of educational marketing materials, Tariq Khamisa
Foundation
Education
•San Diego State University
◦Bachelor of Arts in Art
◦Emphasis in Graphic Design.
Expertise
•Art direction
•Brand strategy
•Branding & identity
•Creative direction and
leadership
•Digital design
•Digital & offset printing
•Graphic design
•Marketing & advertising
•Print design
•Project management
•Storytelling
•UX/UI design
•Web design
•Website management and
production
She has a vibrant
personality, but mostly
wears black!
DocuSign Envelope ID: CBD5C0F2-43AB-48F9-A20A-B167216C8F65
Chad McLain
46
Multimedia Designer
Chad McLain is a rising star in the human-centered design realm who relishes the
opportunity to use his talents in the public sector space. Bringing a fresh take to all
things related to visual communications, Chad follows a proven systematic process to
bring about meaningful and transformative design solutions.
A self-proclaimed "Jack-of-all-Trades," Chad is well-versed in print design, digital
design, web programming, animation, illustration and UX + UI design, allowing him to
seamlessly move from concept to implementation across all mediums.
Prior to joining JPW Communications, Chad was as a freelance designer working on
projects spanning everything from alcohol awareness to gourmet food.
Perfectly fitting into JPW's "From Government, For Government"culture, Chad served
his community on the San Marcos Youth Commission for four years and brings his
signature positivity and can-do attitude to each and every project.
Related experience
•"Trash is a terrible thing to waste" recycling campaign, Western Placer County
•Branding and productionEncinitas' Leucadia Streetscape capital
improvement project,Cityof Encinitas
•Rebrand for a SanDiegoco-working space, Moniker Group
•Process and strategy for agourmetfood company, Nut Crumbs
•"Live United!" campaign graphics, including UX + UI design for a mobile app,
Point Loma Nazarene University
•Website portal development, Point Loma Nazarene University
Education
•Point Loma Nazarene University
◦Bachelor of Arts in Graphic Design
◦Bachelor of Science in Business Management
Expertise
•Advertising campaigns
•Animation
•Branding
•Corporate identity
•Collateral suite development
•Digital design
•Graphic design
•Illustration
•Print design
•Logo development
•Signage and displays
•Style guides
•UX/UI design
•Visual alignment
•Web design
He's a typography
nerd. Not a typical
nerd, a typography
nerd.
DocuSign Envelope ID: CBD5C0F2-43AB-48F9-A20A-B167216C8F65
Notice requesting qualifications (RFQ) for on-call consulting for communications support services.
The City of San Luis Obispo is requesting proposals from qualified vendors to furnish communications support
services. All proposers must register with BidSync at www.BidSync.com, where proposers can obtain
RFQ packages and submit questions.
All firms interested in receiving further correspondence regarding this Request for Qualifications (RFQ)
will be required to complete a free registration using BidSync ( https://www.bidsync.com/bidsync-
appweb/vendor/register/Login.xhtml). All proposals must be on BidSync at or before 3:00 PM on
November 19, 2021, when they are opened electronically on BidSync.
The preferred method for bid submission is electronic via BidSync. However, if you wish to submit a paper
copy, please submit it in a sealed envelope to the Department of Finance, City of San Luis Obispo, 990
Palm Street, San Luis Obispo, CA, 93401.
Specification packages and additional information may be obtained at the City's BidSync website at
www.BidSync.com. Please contact Dan Clancy at dclancy@slocity.org with questions.
DocuSign Envelope ID: CBD5C0F2-43AB-48F9-A20A-B167216C8F65
Section A
DESCRIPTION OF WORK
The City of San Luis Obispo ("City") seeks qualifications for communications support services to
enhance community outreach and engagement through more robust and coordinated communication
functions within the City.
I. GENERAL
The goal is to ensure mutually beneficial, two-way communication with external (such as residents, non-
profit service providers, business owners and operators, business community representatives, other
governmental agencies, among others) and internal audiences about City issues and services, leading to
a more responsive government and a high level of public confidence. It is anticipated that the outcome
from this effort will be increased community satisfaction with City communication.
Currently, the use of contract services helps to streamline communication processes to get
important information to community members more quickly and, internally, to ensure effective and
efficient exchange of information between City departments and employees. The focus of the
consultant work will continue to be on communication planning, content creation, community and
media outreach training, strategic communications counsel, and support on emergent communications
issues as needed.
The Consultant will work through a single point of contact in the City's Administration Department, such
as the Public Communications Manager or their designee. A sample scope of work is provided; however,
final scopes of work will be determined with the selected Consultant as a part of any contract during
negotiations.
II. SCOPE OF WORK
1. Strategic public outreach, information and engagement planning
2. Public information distribution
3. Emergency communications services
4. Brand awareness strategies
5. Media planning and buying
6. Small projects - content creation, including
a. Full-service graphic design
b. Light graphic design projects
c. Video and photography production
d. Key messages development
e. Speechwriting and editorial content
f. Media relations and news releases
g. Informational, educational, social media posts
7. Construction project information facilitation
8. Stakeholder engagement and information gathering
III. SUBMITTAL CONTENT
1. Letter of Interest (5-page maximum). Please include in the submittal a letter introducing the
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Consultant and expressing the Consultant's interest in being considered for on-call consulting
services, clearly identifying the applicable sub-area(s) of interest. The letter of interest should
also include all of the following:
a. Provide the name of the entity, its mailing address, telephone, facsimile number. Please
describe the organization.
b. Indicate that the Consultant has the availability and time to dedicate the personnel and
resources necessary to provide on-call consulting services.
c. Indicate that the Consultant has the minimum qualifications listed in Section III above.
d. Indicate the intention of the Consultant to adhere to the provisions described in the RFQ.
e. If selected to provide on-call consulting services, the Consultant will be expected to sign a
service provider agreement with the City.
f. Please identify the contact person responsible for the submittal, specifying the name, title,
and contact information.
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.
2. Relevant Experience of Key Personnel and the Firm (10-page maximum).
a. Key Personnel Experience. The submittal must identify the key personnel that is to be assigned
if awarded a contract, detailing their qualifications, areas of expertise, a summary of their past
experience performing similar services for other jurisdictions, and a resume of each key
personnel, including experience working with City staff, local San Luis Obispo community
groups and decision-makers, and regional partner agencies.
b. Firm Experience. The submittal must describe the Firm's pertinent project experience, including
a list of performed relevant projects, past performance, individual or team accomplishments, and
examples of similar work for San Luis Obispo or neighboring jurisdictions in California, including
experience working with City staff, local San Luis Obispo community groups and decision-makers,
and regional partner agencies.
c. General Firm Information. General firm information including the number of employees,
location of firm headquarters, branch offices, and the number of years in business may also
be provided. Please note that general firm information is not a substitute for the specific
information requested in Sections IV.2.a and b above.
3. Fee Structure. Please include a clear and comprehensive fee schedule, including a detailed
statement of hourly rates for all positions and classifications of individuals involved and
reimbursable expenses. Please also include the rates for a project-by-project basis, as noted in the
sample Scope of Work above.
4. Client References. Consultants must provide a minimum of three (3) client references.
IV. ADDITIONAL SERVICES
If there are related services not otherwise identified in the City's RFQ, the Proposer may offer those to
the City. Proposals are not required to address any additional services in order to be considered an
acceptable proposal. However, the final selection of the successful Proposer may be based on the
desirability of the additional services offered.
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V. SELECTION PROCESS
Submittals received by the deadline will be reviewed by a selection panel comprised of City staff who
have relevant knowledge and experience. The panel will score the proposals based upon the
qualification materials submitted according to the following criteria:
1. Letter of Interest. Availability demonstrated the capacity and qualifications necessary to
provide the consulting services specified in the RFQ. Ability to meet standard City contract
and insurance requirements.
2. Relevant Experience.
a. Demonstrated ability, based on consultant experience and specific experience of key
personnel, to provide technical assistance on the types of tasks listed in the
RFQ. Consultants need not necessarily be experts in every task in a given sub-area in
order to achieve a favorable score.
b. Prior experience, including the ability to work with City staff, local San Luis Obispo
community groups and decision-makers, and regional partner agencies. (30 Points
Maximum)
3. Responsiveness to the RFQ. Presentation, completeness, and clarity of information
provided.
4. Fee Structure. The Consultant's cost competitiveness and reasonableness. (20 Points
Maximum)
5. Client References. (Pass/Fail)
The submittals will be scored on a zero to 100-point scale, excluding bonus points. Consultants who
qualify will be placed on the list of qualified on-call consultants for each subarea. Placement on the list of
qualified on-call consultants is not a guarantee of work and does not constitute a commitment by the
City to enter into a contract with the Consultant. As appropriate, the City may conduct an additional
competitive process (e.g., solicit bids or issue Requests for Proposals) prior to awarding contracts. The
City anticipates that all services will be on an as-needed or on-call basis.
IV. ADDITIONAL TERMS AND CONDITIONS
A. Nondiscrimination. The City will not discriminate against any interested consultant on the
grounds of race, religious creed, color, national origin, ancestry, handicap, disability, marital
status, pregnancy, sex, age, or sexual orientation.
B. Cit y's Right to Mod if y RFQ. The City reserves the right at its sole discretion to modify this RFQ
(including but not limited to the selection criteria) should the City deem that it is in its best
interests to do so. Any changes to the proposal requirements will be made by written
addendum. The failure of a consultant to read the latest addendums shall have no effect on the
validity of such modification.
C. Cit y's Right to Cancel RFQ. The City reserves the right at its sole discretion to cancel this RFQ in
part or in its entirety should the City deem that it is in the City's best interests to do so.
D. Cit y's Right to Reject All Submittals. The City reserves the right, in its sole discretion, to reject
all submittals should the City deem that it is in its best interests to do so.
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E. Cit y's Right to Ext en d RFQ D eadlines. The City reserves the right to extend the deadline for
submittals by written addendum should the City deem that it is in its best interests to do so.
F. City Right to Negotiate With Consultants. The City reserves the right to negotiate with the
consultants on the list of qualified on-call consultants regarding their exceptions to the
standard service provider agreement, if any, or regarding other price and terms in their
submittals and to require the selected Consultant to submit such technical, price, or other
revisions of their submittals as may result from negotiations.
G. Standard Form Service Provider Agreement & Insurance. Consultants acknowledge that
placement on the list of qualified on-call consultants does not commit the City to award a
contract. For any project, the City reserves the right to award a contract to consultants
(1) that are on the list of qualified on-call consultants; (2) that have an existing contract with
the City, or (3) that are selected through a separate competitive process.
Consultants on the list of qualified on-call consultants who are awarded a contract will be
expected to sign a service provider agreement with the City. The standard service provider
agreement and associated insurance requirements are attached as Attachment B.
Comments or exceptions, if any, to the standard service provider agreement and/or insurance
requirements must be noted in the Letter of Interest. It is understood that consultants have
reviewed the service provider agreement (Attachment B) and will take exception only to those
items identified in their Letter of Interest.
Neither review of the submittal by the City nor placement on the list of qualified on-call
consultants constitutes an acceptance by the City of the Proposer's recommended changes to
the service provider agreement. If there are any concerns or proposed exceptions requested to
the standard service provider agreement, these issues will be discussed at the time the City
awards a contract, if any.
H. Cost of Submittals. All costs incurred during submittal preparation or in any way
associated with the Consultant's preparations or submission shall be the sole
responsibility of the Consultant.
I. Liability for Submittal Errors. Consultants are liable for all errors and omissions
contained in their submittals.
J. Permits and Licenses. Consultants, at their sole expense, shall obtain and maintain during the
term of any agreement all appropriate permits, certificates, and licenses including, but not
limited to, a City Business License, which will be required in connection with the performance of
on-call consulting services.
VII. ADDITIONAL CONSIDERATIONS AND ASSUMPTIONS
1. All works submitted to and accepted by the City must be an original piece created by
the Contractor.
2. All works submitted by the Contractor must be in standard U.S. English and adhere to
the Branding and Style Guide.
3. All works must be submitted in Microsoft Word format and include a headline pertaining to
the work in bold. The work should appear in a non-bolded Calibri, 12-point font.
4. The City reserves the right to use all submitted works in current and/or future forms of
current media and/or media to be developed.
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Proposed Timeline
Release RFQ October 22, 2021
Questions and Answer Deadline November 12, 2021 – 2 pm
RFQ opening date (submission deadline) November 19, 2021 – 2 pm
Evaluation of proposals November 19 – December 3, 2021
Selection & Contract Signing December 3 – 10, 2021
DocuSign Envelope ID: CBD5C0F2-43AB-48F9-A20A-B167216C8F65
AGREEMENT
THIS AGREEMENT is made and entered into in the City of San Luis Obispo on [date], by and between
the CITY OF SAN LUIS OBISPO, a municipal corporation, hereinafter referred to as City, and [CONTRACTOR'S
OR CONSULTANT'S NAME IN CAPITAL LETTERS], hereinafter referred to as Contractor or Consultant.
W I T N E S S E T H:
WHEREAS, the City wants to [generally describe the service we want to be performed].
WHEREAS, [Contractor/Consultant] is qualified to perform this type of service and has submitted a
[proposal/quote * please always get a proposal in writing] to do so, which has been accepted by City.
NOW, THEREFORE, in consideration of their mutual promises, obligations, and covenants
hereinafter contained, the parties hereto agree as follows:
1. TERM. The term of this Agreement shall be from the date this Agreement is made and
entered, as first written above, until [DATE] and acceptance or completion of said services.
2. INCORPORATION BY REFERENCE City RFQ ______ and Contractor's proposal dated [date]
is hereby incorporated in and made a part of this Agreement and attached as Exhibit A. The City's terms and
conditions are hereby incorporated in and made a part of this Agreement as Exhibit B. To the extent that
there are any conflicts between the Contractor's fees and scope of work and the City's terms and conditions,
the City's terms and conditions shall prevail unless specifically agreed otherwise in writing signed by both
parties.
3. CITY'S OBLIGATIONS. For providing services as specified in this Agreement, City will pay
and Contractor shall receive therefor compensation [______________].
4. CONTRACTOR'S OBLIGATIONS. For and in consideration of the payments and Agreements
hereinbefore mentioned to be made and performed by City, Contractor agrees with City to provide services
as set forth in ______
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5. AMENDMENTS. Any amendment, modification, or variation from the terms of this
Agreement shall be in writing and shall be effective only upon approval by the Department Head or City
Manager of the City.
6. COMPLETE AGREEMENT. This written Agreement, including all writings specifically
incorporated herein by reference, shall constitute the complete Agreement between the parties hereto. No
oral agreement, understanding, or representation not reduced to writing and specifically incorporated
herein shall be of any force or effect, nor shall any such oral Agreement, understanding, or representation
be binding upon the parties hereto.
7. NOTICE. All written notices to the parties hereto shall be sent by United States mail, postage
prepaid by registered or certified mail addressed as follows:
City [DEPT]
City of San Luis Obispo
Contractor/Consultant Name
8. AUTHORITY TO EXECUTE AGREEMENT. Both City and Contractor do covenant that each
individual executing this Agreement on behalf of each party is a person duly authorized and empowered to
execute Agreements for such party.
IN WITNESS WHEREOF, the parties hereto have caused this instrument to be executed the day and
year first above written.
CITY OF SAN LUIS OBISPO, A Municipal Corporation
By:_____________________________________
[City Manager Or Dept Head]
APPROVED AS TO FORM: CONTRACTOR
________________________________ By: _____________________________________
City Attorney
DocuSign Envelope ID: CBD5C0F2-43AB-48F9-A20A-B167216C8F65
GENERAL TERMS AND CONDITIONS
1. Insurance Requirements. The Contractor shall provide proof of insurance in the form,
coverages and amounts specified in Section E of the City's Request for Proposal referenced in
paragraph 2 of the Agreement, unless changes are otherwise approved and agreed to in writing
between the parties. If the Agreement is entered into outside of a Request for Proposal, Contractor
shall provide proof of insurance in the form of coverages and amounts specified in Exhibit C.
2. Business License & Tax. The Contractor must have a valid City of San Luis Obispo business
license & tax certificate before execution of the contract. Additional information regarding the
City's business tax program may be obtained by calling (805) 781-7134.
3. Ability to Perform. The Contractor warrants that it possesses, or has arranged through
subcontracts, all capital and other equipment, labor, materials, and licenses necessary to carry out and
complete the work hereunder in compliance with all federal, state, county, City, and special district laws,
ordinances, and regulations.
4. Laws to be Observed. The Contractor shall keep itself fully informed of and shall observe and
comply with all applicable state and federal laws and county and City of San Luis Obispo ordinances,
regulations and adopted codes during its performance of the work.
5. Payment of Taxes. The contract prices shall include full compensation for all taxes that the
Contractor is required to pay.
6. Permits and Licenses. The Contractor shall procure all permits and licenses, pay all charges
and fees, and give all notices necessary.
7. Safety Provisions. The Contractor shall conform to the rules and regulations pertaining to
safety established by OSHA and the California Division of Industrial Safety.
8. Public and Employee Safety. Whenever the Contractor's operations create a condition
hazardous to the public or City employees, it shall, at its expense and without cost to the City, furnish,
erect and maintain such fences, temporary railings, barricades, lights, signs and other devices and take
such other protective measures as are necessary to prevent accidents or damage or injury to the public
and employees.
9. Preservation of City Property. The Contractor shall provide and install suitable safeguards,
approved by the City, to protect City property from injury or damage. If City property is injured or
damaged resulting from the Contractor's operations, it shall be replaced or restored at the Contractor's
expense. The facilities shall be replaced or restored to a condition as good as when the Contractor
began work.
10. Immigration Act of 1986. The Contractor warrants on behalf of itself and all
DocuSign Envelope ID: CBD5C0F2-43AB-48F9-A20A-B167216C8F65
subcontractors engaged for the performance of this work that only persons authorized to work in the
United State pursuant to the Immigration Reform and Control Act of 1986 and other applicable laws
shall be employed in the performance of the work hereunder.
11. Contractor Nondiscrimination. In the performance of this work, the Contractor agrees that it
will not engage in, nor permit such subcontractors as it may employ, to engage in discrimination in
employment of persons because of age, race, color, sex, national origin or ancestry, sexual
orientation, or religion of such persons.
12. Work Delays. Should the Contractor be obstructed or delayed in the work required to be done
hereunder by changes in the work or by any default, act, or omission of the City, or by strikes, fire,
earthquake, or any other Act of God, or by the inability to obtain materials, equipment, or labor due to
federal government restrictions arising out of defense or war programs, then the time of completion
may, at the City's sole option, be extended for such periods as may be agreed upon by the City and the
Contractor. In the event that there is insufficient time to grant such extensions prior to the completion
date of the contract, the City may, at the time of acceptance of the work, waive liquidated damages that
may have accrued for failure to complete on time, due to any of the above, after hearing evidence as to
the reasons for such delay, and making a finding as to the causes of same.
13. Payment Terms. The City's payment terms are 30 days from the receipt of an original invoice
and acceptance by the City of the materials, supplies, equipment, or services provided by the Contractor
(Net 30).
14. Inspection. The Contractor shall furnish City with every reasonable opportunity for City to
ascertain that the services of the Contractor are being performed in accordance with the requirements
and intentions of this contract. All work done, and all materials furnished, if any, shall be subject to the
City's inspection and approval. The inspection of such work shall not relieve Contractor of any of its
obligations to fulfill its contract requirements.
15. Audit. The City shall have the option of inspecting and/or auditing all records and other written
materials used by Contractor in preparing its invoices to City as a condition precedent to any payment to
Contractor.
16. Interests of Contractor. The Contractor covenants that it presently has no interest, and shall not
acquire any interest—direct, indirect or otherwise—that would conflict in any manner or degree with
the performance of the work hereunder. The Contractor further covenants that, in the performance of
this work, no subcontractor or person having such an interest shall be employed. The Contractor
certifies that no one who has or will have any financial interest in performing this work is an officer or
employee of the City. It is hereby expressly agreed that, in the performance of the work hereunder, the
Contractor shall at all times be deemed an independent contractor and not an agent or employee of the
City.
DocuSign Envelope ID: CBD5C0F2-43AB-48F9-A20A-B167216C8F65
17. Hold Harmless and Indemnification.
(a) Non-design, non-construction Professional Services: To the fullest extent permitted by
law (including, but not limited to California Civil Code Sections 2782 and 2782.8), Consultant
shall indemnify, defend, and hold harmless the City, and its elected officials, officers, employees,
volunteers, and agents ("City Indemnitees"), from and against any and all causes of action,
claims, liabilities, obligations, judgments, or damages, including reasonable legal counsels' fees
and costs of litigation ("claims"), arising out of the Consultant's performance or Consultant's
failure to perform its obligations under this Agreement or out of the operations conducted by
Consultant, including the City's active or passive negligence, except for such loss or damage
arising from the sole negligence or willful misconduct of the City. In the event the City
Indemnitees are made a party to any action, lawsuit, or other adversarial proceeding arising
from Consultant's performance of this Agreement, the Consultant shall provide a defense to the
City Indemnitees or at the City's option, reimburse the City Indemnitees their costs of defense,
including reasonable legal fees, incurred in defense of such claims.
(b) Non-design, construction Professional Services: To the extent the Scope of Services
involve a "construction contract" as that phrase is used in Civil Code Section 2783, this paragraph
shall apply in place of paragraph A. To the fullest extent permitted by law (including, but not
limited to California Civil Code Sections 2782 and 2782.8), Consultant shall indemnify, defend,
and hold harmless the City, and its elected officials, officers, employees, volunteers, and agents
("City Indemnitees"), from and against any and all causes of action, claims, liabilities, obligations,
judgments, or damages, including reasonable legal counsels' fees and costs of litigation
("claims"), arising out of the Consultant's performance or Consultant's failure to perform its
obligations under this Agreement or out of the operations conducted by Consultant, except for
such loss or damage arising from the active negligence, sole negligence or willful misconduct of
the City. In the event the City Indemnitees are made a party to any action, lawsuit, or other
adversarial proceeding arising from Consultant's performance of this Agreement, the Consultant
shall provide a defense to the City Indemnitees or at the City's option, reimburse the City
Indemnitees their costs of defense, including reasonable legal fees, incurred in defense of such
claims.
(c) Design Professional Services: In the event Consultant is a "design professional", and the
Scope of Services require Consultant to provide "design professional services" as those phrases
are used in Civil Code Section 2782.8, this paragraph shall apply in place of paragraphs A or B. To
the fullest extent permitted by law (including, but not limited to California Civil Code Sections
2782 and 2782.8) Consultant shall indemnify, defend and hold harmless the City and its elected
officials, officers, employees, volunteers and agents ("City Indemnitees"), from and against all
claims, damages, injuries, losses, and expenses including costs, attorney fees, expert Consultant
and expert witness fees arising out of, pertaining to or relating to, the negligence, recklessness
or willful misconduct of Consultant, except to the extent caused by the sole negligence, active
negligence or willful misconduct of the City. Negligence, recklessness or willful misconduct of
any subcontractor employed by Consultant shall be conclusively deemed to be the negligence,
recklessness or willful misconduct of Consultant unless adequately corrected by Consultant. In
the event the City Indemnitees are made a party to any action, lawsuit, or other adversarial
proceeding arising from Consultant's performance of this Agreement, the Consultant shall
provide a defense to the City Indemnitees or at the City's option, reimburse the City Indemnitees
their costs of defense, including reasonable legal fees, incurred in defense of such claims. In no
event shall the cost to defend charged to Consultant
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under this paragraph exceed Consultant's proportionate percentage of fault. However,
notwithstanding the previous sentence, in the event one or more defendants is unable to pay its
share of defense costs due to bankruptcy or dissolution of the business, Consultant shall meet and
confer with other parties regarding unpaid defense costs.
(d) The review, acceptance or approval of the Consultant's work or work product by any
indemnified party shall not affect, relieve or reduce the Consultant's indemnification or defense
obligations. This Section survives completion of the services or the termination of this contract.
The provisions of this Section are not limited by and do not affect the provisions of this contract
relating to insurance.
18. Contract Assignment. The Contractor shall not assign, transfer, convey or otherwise dispose of
the contract, or its right, title or interest, or its power to execute such a contract to any individual or
business entity of any kind without the previous written consent of the City.
19. Termination for Convenience. The City may terminate all or part of this Agreement for any or
no reason at any time by giving 30 days written notice to Contractor. Should the City terminate this
Agreement for convenience, the City shall be liable as follows: (a) for standard or off-the-shelf products,
a reasonable restocking charge not to exceed ten (10) percent of the total purchase price; (b) for custom
products, the less of a reasonable price for the raw materials, components work in progress and any
finished units on hand or the price per unit reflected on this Agreement. For termination of any services
pursuant to this Agreement, the City's liability will be the lesser of a reasonable price for the services
rendered prior to termination, or the price for the services reflected on this Agreement. Upon
termination notice from the City, Contractor must, unless otherwise directed, cease work and follow the
City's directions as to work in progress and finished goods.
20. Termination. If, during the term of the contract, the City determines that the Contractor is not
faithfully abiding by any term or condition contained herein, the City may notify the Contractor in
writing of such defect or failure to perform. This notice must give the Contractor a 10 (ten) calendar day
notice of time thereafter in which to perform said work or cure the deficiency.
If the Contractor has not performed the work or cured the deficiency within the ten days specified in
the notice, such shall constitute a breach of the contract and the City may terminate the contract
immediately by written notice to the Contractor to said effect. Thereafter, neither party shall have any
further duties, obligations, responsibilities, or rights under the contract except, however, any and all
obligations of the Contractor's surety shall remain in full force and effect, and shall not be extinguished,
reduced, or in any manner waived by the terminations thereof.
In said event, the Contractor shall be entitled to the reasonable value of its services performed from the
beginning date in which the breach occurs up to the day it received the City's Notice of Termination,
minus any offset from such payment representing the City's damages from such breach. "Reasonable
value" includes fees or charges for goods or services as of the last milestone or task satisfactorily
delivered or completed by the Contractor as may be set forth in
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the Agreement payment schedule; compensation for any other work, services or goods performed or
provided by the Contractor shall be based solely on the City's assessment of the value of the work-in-
progress in completing the overall work scope.
The City reserves the right to delay any such payment until completion or confirmed abandonment of
the project, as may be determined in the City's sole discretion, so as to permit a full and complete
accounting of costs. In no event, however, shall the Contractor be entitled to receive in excess of the
compensation quoted in its proposal.
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INSURANCE REQUIREMENTS: Consultant Services
The Contractor shall procure and maintain for the duration of the contract insurance against claims
for injuries to persons or damages to property which may arise from or in connection with the
performance of the work hereunder by the Contractor, its agents, representatives, employees, or
subcontractors.
Minimum Scope of Insurance. Coverage shall be at least as broad as:
1. Insurance Services Office Commercial General Liability coverage (occurrence form CG 0001).
2. Insurance Services Office form number CA 0001 (Ed. 1/87) covering Automobile Liability, code 1
(any auto).
3. Workers' Compensation insurance as required by the State of California and Employer's Liability
Insurance.
4. Errors and Omissions Liability insurance as appropriate to the Consultant's profession.
Minimum Limits of Insurance. Contractor shall maintain limits no less than:
1. General Liability: $1,000,000 per occurrence for bodily injury, personal injury and property
damage. If Commercial General Liability or other form with a general aggregate limit is used,
either the general aggregate limit shall apply separately to this project/location or the general
aggregate limit shall be twice the required occurrence limit.
2. Automobile Liability: $1,000,000 per accident for bodily injury and property damage.
3. Employer's Liability: $1,000,000 per accident for bodily injury or disease.
4. Errors and Omissions Liability: $1,000,000 per occurrence.
Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions must be declared to
and approved by the City. At the option of the City, either: the insurer shall reduce or eliminate such
deductibles or self-insured retentions as respects the City, its officers, officials, employees and volunteers;
or the Contractor shall procure a bond guaranteeing payment of losses and related investigations, claim
administration and defense expenses.
Other Insurance Provisions. The general liability and automobile liability policies are to contain, or be
endorsed to contain, the following provisions:
1. The City, its officers, officials, employees, agents and volunteers are to be covered as insureds as
respects: liability arising out of activities performed by or on behalf of the Contractor; products
and completed operations of the Contractor; premises owned, occupied or used by the
Contractor; or automobiles owned, leased, hired or borrowed by the Contractor. The coverage
shall contain no special limitations on the scope of protection afforded to the City, its officers,
officials, employees, agents or volunteers.
2. For any claims related to this project, the Contractor's insurance coverage shall be primary
insurance as respects the City, its officers, officials, employees, agents and volunteers. Any
insurance or self-insurance maintained by the City, its officers, officials, employees, agents or
volunteers shall be excess of the Contractor's insurance and shall not contribute with it.
3. The Contractor's insurance shall apply separately to each insured against whom claim is made or
suit is brought, except with respect to the limits of the insurer's liability.
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4. Each insurance policy required by this clause shall be endorsed to state that coverage shall not be
suspended, voided, canceled by either party, reduced in coverage or in limits except after thirty (30)
days' prior written notice by certified mail, return receipt requested, has been given to the City.
Acceptability of Insurers. Insurance is to be placed with insurers with a current A.M. Best's rating of no
less than A:VII.
Verification of Coverage. Contractor shall furnish the City with a certificate of insurance showing
maintenance of the required insurance coverage. Original endorsements effecting general liability and
automobile liability coverage required by this clause must also be provided. The endorsements are to be
signed by a person authorized by that insurer to bind coverage on its behalf. All endorsements are to be
received and approved by the City before work commences.
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REFERENCES
Number of years engaged in providing the services included within the scope of the specifications
under
the present business name: .
Describe fully three contracts performed by your Firm within the last five years that demonstrate your ability
to provide the services included with the scope of the specifications. Attach additional pages if required.
The City reserves the right to contact each of the references listed for additional information regarding your
Firm's qualifications.
Reference No. 1
Customer Name
Contact Individual
Telephone & FAX number
Street Address
City, State, Zip Code
Description of services
provided including contract
amount, when provided and
link to final report
Reference No. 2
Customer Name
Contact Individual
Telephone & FAX number
Street Address
City, State, Zip Code
Description of services
provided including contract
amount, when provided and
link to final report
Reference No. 3
Customer Name
Contact Individual
Telephone & FAX number
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Street Address
City, State, Zip Code
Description of services
provided including contract
amount, when provided and
link to final report
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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
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