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Home My WebLink AboutMatchfire_AgreementAGREEMENT 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 Causemedia Group, LLC (dba Matchfire), 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. DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F 5/18/2022 | 9:56 PM PDT 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 Whitney Szentesi Public Communications Manager City of San Luis Obispo 990 Palm St. San Luis Obispo, CA 93401 (wszentes@slocity.org) Consultant/Consultant Causemedia Group, LLC (dba Matchfire) 1880 Santa Barbara Avenue Suite 160 San Luis Obispo, CA 93401 joey@matchfire.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. 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 DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F City of SLO RFQ On-call consulting for communications support services. SUBMITTED FOR REVIEW BY MATCHFIRE / 03.15.2022 Exhibit A DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F 2MATCHFIRE | RFQ RESPONSE CITY OF SLO Letter of Interest Relevant Experience of Key Personnel & Firm Fee Structure & References Appendix: Relevant Case Studies Table of Contents 03 07 17 20 DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F 3MATCHFIRE | RFQ RESPONSE CITY OF SLO Dear Recipient: The team here at Matchfire welcomes the opportunity to submit our qualifications for the RFQ -On-call Consulting For Communications Support Services. Matchfire opened its headquarters here in San Luis Obispo over 20 years ago and has previously contracted with the City of San Luis Obispo to manage the TBID account. Additionally, our team has provided the services requested under this RFQ for many of the prominent organizations in the region including: •Cal Poly –CIE, CAFES, COB •City of SLO –TBID •Trust Automation •Meathead Movers •San Luis Obispo Chamber of Commerce Matchfire has also provided these services to some of the largest organizations around the world. Many of these clients have retained or on-call agreements in place and we routinely provide the following services, as promised, on time and on budget. We are bidding on the following services as outlined in the RFQ: •Brand Awareness Strategies •Stakeholder Engagement and Information Gathering •Small Projects -Content Creation, including: -Full-service Graphic Design -Light Graphic Design Projects -Video & Photography Production -Key Messages Development -Informational, Educational, Social Media Posts LETTER OF INTEREST •French Hospital Foundation •REACH •Foundation for the Performing Arts Center •Associated Students Inc. (ASI) -Cal Poly •San Luis Obispo Coastal Foundation DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F 4MATCHFIRE | RFQ RESPONSE CITY OF SLO •Additional Services not Listed in the RFP -Website Design & Development -User Experience, Information Architecture, User Interface Design -Social Media Strategy & Management -Fundraising & Purpose Base Marketing -Strategic Guidance & Planning -Brand Identity & Design -Full Service Creative & Content Creation -Experiential Planning &Execution -Digital Marketing Of the services outlined in the RFQ, only crisis communication, speech writing and media relations/releases (PR) are outside of our wheelhouse –but we have signification partnerships close at hand if these services are required. For those of you who are not familiar with Matchfire, here’s a brief overview of who we are, followed by our commitment to you as an agency partner. In our 20 years, Matchfire (Causemedia Group LLC) has created and counseled hundreds of brands, collaborated with top agencies and provided strategic marketing, creative, branding, CSR and digital solutions and services to hundreds of clients. Here is a little of our history: •In 2000, Kompolt was formed as a marketing agency serving eBay and eBay clients. It moved from Washington to SLO in 2001. •In 2006, Kompolt was acquired by an internal team of executives, and Causemedia Group (CMG) was formed to create large online/offline integrated campaigns for Fortune 500 clients, celebrities, and charities with auctions as their core. •From 2006 to 2008, CMG created campaigns on Myspace as an additional anchor for client projects.We became the retained agency to manage and promote the Impact Channel on Myspace –the second largest channel next to Music. •From 2008 to today, the company has evolved into a digital marketing agency, producing global brands and campaigns, building hundreds of best-in-class and award-winning enterprise websites, developing marketing platforms and social/digital campaigns for companies like LG, Mars Wrigley, Electrolux, American Red Cross, United Nations, Equinox, eBay, PayPal, and many more. LETTER OF INTEREST DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F 5MATCHFIRE | RFQ RESPONSE CITY OF SLO Today, we are 25 specialists in San Luis Obispo, Dallas, and New York City who create brands, campaigns and websites that move people to think and act. Here is our commitment to you. WORK HARD: We work to find unique solutions that can be executed on time and on budget. SHOW UP AND SPEAK UP: You deserve an agency partner that brings their own experience and point of view. We’ll work alongside you and always tell you what we’re thinking. COMMUNICATE EARLY & OFTEN: We will run iterations and review sessions as “sprints”, working quickly to get small approvals and keep you in the loop instead of disappearing for long periods. REMAIN ACCESSIBLE: From weekly zoom meetings to ongoing ClickUp tasks, or instant messages using teams or slack, we remain accessible throughout the process. BE A TEAM: Our team becomes an extension of your team. We work as if we are one, and we don’t work in silos. We consult with you along the way and occasionally, we have a drink together. THINK IT THROUGH: We combine industry experience and creative expertise to deliver the best solution to your business problems. Lastly, thank you for the opportunity to participate in the RFQ response for the City of San Luis Obispo. We believe we can be a good agency, offer fresh perspectives, new ideas, and passionate talent for any organization within the City of SLO. Joey Leslie President 818-300-4999 joey@matchfire.com LETTER OF INTEREST DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F 6MATCHFIRE | RFQ RESPONSE CITY OF SLO Here is the requested information per the RFQ: A) Causemedia Group, LLC (dba Matchfire) 1880 Santa Barbara Avenue Suite 160 San Luis Obispo CA 93401 805-788-0500 B) Matchfire has the expertise, experience and availability to provide on-call consulting services to the City of San Luis Obispo. C) Matchfire has 20 years of experience providing the exact services requested in this RFQ to clients in San Luis Obispo and around the world. D) Matchfire will adhere to the provisions described in this RFQ. E) Matchfire will sign a service provider agreement if selected. F) The contact at Matchfire for this submission is: Joey Leslie President 818-300-4999 joey@matchfire.com LETTER OF INTEREST DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F MATCHFIRE | RFQ RESPONSE CITY OF SLO 7 Relevant Experience of Key Personnel & Firm DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F 8MATCHFIRE | RFQ RESPONSE CITY OF SLO KEY PERSONNEL EXPERIENCE President / 18 years Joey Leslie Joey believes that good ideas and results are really all that matter –that clients deserve more than they expect. Over the years, he has created award winning campaigns for celebrities, entertainment studios, Fortune 50 companies and global nonprofits. At Matchfire, Joey is a Partner and is the company’s President. Relevant Experience: •Oversaw relationship for TBID City of SLO •President of the Board for FPAC •Strategic advisor for Dignity Health, French Hospital Foundation •General strategic advisor for all local accounts Creative Director / 7 years Lea Brandy Lea has spent over 18 years in the field of marketing management. She has worked as a brand manager for national CPG brands, taught marketing courses as an adjunct lecturer and currently works as a Creative Director. For Lea, developing strategy and studying data and analytics on consumer behaviors and user experiences, is just as exciting as leading the creative processes to develop and manage brand experiences. While at Matchfire, she's managed major digital campaigns, rebranding efforts and website builds for clients such as the United Nations, Meathead Movers, Mars Wrigley, Mercato, eBay for Charity, ASI Cal Poly, and LG Get Started. Relevant Experience: •Design & Communication Strategy -CAFES, Cal Poly –This is Reality Campaign -Foundation for the Performing Arts -25th Anniversary -City of SLO –TBID •Video Production Services -City of SLO –TBID -Foundation for the Performing Arts -Dignity Health, French Hospital Foundation –Beyond Health •Brand Strategy & Website Design -ASI –Cal Poly -SLO Coastal Foundation -REACH -Dignity Health, French Hospital Foundation –Beyond Health -Imagine SLO -CIE -Cal Poly -Trust Automation (on-going) -Meathead Movers •Former Committee Member to: -SLO Wine Association -SLO County Marketing & Communications Committee DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F 9MATCHFIRE | RFQ RESPONSE CITY OF SLO Account Director / 6 years Brittany Garcia Brittany is a savvy digital strategist that has spent most of her 14-year career on the client side developing, managing and elevating brands –including multiple recent projects for Cal Poly and former Account Director for the City of San Luis Tourism Business Improvement District. Brittany excels at marketing strategy across multiple channels to include digital, social, email and print. As an Account Director for Matchfire, Brittany has managed the many moving pieces of complex programs that include web, mobile, social, SEO, blogs and events to bring her clients’ visions to life. Relevant Experience: •Account Director for the following •City of SLO -TBID •CIE –Cal Poly •Dignity Health, French Hospital Foundation –Beyond Health •College of Business, Cal Poly •Agency Partner Liaison •City of SLO –TBID / AMF •Other •Visit SLOCAL–Community & Member Relations Manager CTO / 12 years Brian Nance Always looking to find creative solutions to technical problems, Brian has been developing applications for the web since 1995. Focusing on architecting end-to- end solutions for clients, Brian is fluent in major web programming languages, technologies, servers and services. He has worked with a wide variety of companies in entertainment, news, politics, games and technology. Relevant Experience: •Chief Technology Officer overseeing •ASI -Cal Poly •City of SLO -TBID •Meathead Movers •CIE –Cal Poly •REACH •Dignity Health, French Hospital Foundation –Beyond Health •Imagine SLO KEY PERSONNEL EXPERIENCE DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F 10MATCHFIRE | RFQ RESPONSE CITY OF SLO Senior Designer / 3 years Ed Marshall Ed is creative, detail-oriented and thoughtful in his design approach. From concept to implementation, and everything in between, he aims to create powerful visual solutions to engage and enhance the user experience. With expertise in branding and web design, Ed is passionate about developing and implementing a cohesive brand strategy and improving product marketability to support business growth. Ed is Senior Designer at Matchfire and has worked with a wide variety of clients including Salesforce, County of San Luis Obispo, City of San Luis Obispo, LG and USAID. Relevant Experience: •Senior Designer for the following: •City of SLO –TBID •ASI –Cal Poly •CIE –Cal Poly •Dignity Health French Hospital Foundation –Beyond Health •Associated Student Incorporated, Cal Poly •REACH •County of SLO –Website Redesign •City of SLO –Open Space Collateral Design Videographer / 2yr contractor Kevin Judge Kevin joined Matchfire as a Videographer in 2018, after working for over 9 year in creative marketing and film. From shooting documentaries, films and company promos in Africa and Asia, to running a boutique creative agency here in SLO, Kevin brings a fluent knowledge of digital production, with extensive technical and creative experience. Relevant Experience: •Licensed drone pilot •Videographer for the following: •City of SLO -TBID •Dignity Health French Hospital Foundation –Beyond Health •Foundation for the Performing Arts Senior UX/UI Engineer 4yr employee Chris Zacker Chris is a digital developer responsible for crafting professional websites for clients large and small. Using the latest technologies, he builds sites, launches and maintains their digital presence. Competent in HTML, CSS, Sass, jQuery, JavaScript, PHP, WordPress, and the Adobe Suite. Chris has worked on all website development projects that come through the agency. Relevant Experience: •Senior Engineer: •ASI-Cal Poly •City of SLO -TBID •Meathead Movers •REACH •Dignity Health, French Hospital Foundation –Beyond Health •Imagine SLO KEY PERSONNEL EXPERIENCE DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F 11MATCHFIRE | RFQ RESPONSE CITY OF SLO Robert Leslie (Joey) -President Contact information: Countries of work experience: Language skills: Educational & other qualifications: 818-300-4999; joey@matchfire.com USA English University of Texas at Austin, Master of Humanities SUMMARY OF EXPERIENCE: Joey is currently a Principal in the Causemedia Group and President of Matchfire. Joey brings over 20 years of award-winning experience creating and managing unique social good campaigns for major entertainment studios, large national charities and dozens of Fortune 500 companies. He’s directed online and offline cause campaigns that have raised over $100 million for non-profits around the world. Joey’s largest clients include: Weber Shandwick, UNICEF, eBay, PayPal, Pepsi, Be The Match, MDA, Points of Light and hundreds more. SPECIALTIES: Cause Marketing, Fundraising, Social Media, Social Good, Marketing, Agencies,Charity Relevant Experience (From most recent): PERIOD: FROM –TO NAME OF ACTIVITY/ PROJECT JOB TITLE & ACTIVITIES UNDERTAKEN /DESCRIPTION OF ACTUAL ROLE PERFORMED: Feb 2008 –2016 Weber Shandwick –production partner for 100s of digital builds for clients like Pepsi, Unilever, Electrolux and Diageo. Strategic Lead Jul 2010 –Dec 2013 Be The Match –Concept and creation of several evergreen fundraising and awareness platforms. Worked across multiple client departments to exceed global KPIs Strategic Lead Jan 2009 –Dec 2012 Twestival –Global fundraising movement using social media for social good. Our platform engaged 100s of thousands of participants in hundreds of cities, on all seven continents around the world. Twestival has over $1.8M. Strategic Lead References: REFERENCE #1 Ken Scherer,CEO Motion Picture & Television Fund kscherer@mptf.org ;818-876-1900 REFERENCE #2 Robert Chatwani,CMO Teespring Robert@teespring.com REFERENCE #3 Rossanna Wang, Consultant Previously CMO at Malaria No More rossannawang@gmail.com DECLARATION: I confirm my intention to serve in the stated position and present availability to serve for the term of the proposed contract. I also understand that any willful misstatement described above may lead to my disqualification, before or during my engagement. SIGNATURE OF THE NOMINATED TEAM LEADER/MEMBER DATE SIGNED:3/09/22 Feb 2016 -Present UNDP, Foundation for the Performing Arts, SLO TBID, MDA, French Hospital, Hourglass, Motion Picture Fund Strategic Lead DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F 12MATCHFIRE | RFQ RESPONSE CITY OF SLO Brian Nance –Technology Director Contact information: Countries of work experience: Language skills: Educational & other qualifications: 928-679-0789; nance@matchfire.com USA English Bachelor of Science in Physics SUMMARY OF EXPERIENCE: Always looking to find creative and efficient solutions to technical problems, Brian has been writing software applications for the web since 1995. He focuses mostly on various cause marketing campaigns, in the past being the lead technology architect and developer for the successful global Twestival, Jamie Oliver Food Revolution, and UNICEF 365 campaigns, as well as the newly launched MDA.org. Through his 20+ years of software engineering experience, he has led a wide variety of technical projects in entertainment, non-profit, social, health, politics, games and technology with the strength of experience with many various programming languages and platforms for integration or custom development. Relevant Experience (From most recent): PERIOD: FROM –TO NAME OF ACTIVITY/ PROJECT JOB TITLE & ACTIVITIES UNDERTAKEN /DESCRIPTION OF ACTUAL ROLE PERFORMED: January 2003 -Present Matchfire, Causemedia Group Technology Director June 2000 –January 2003 Catstar,Inc.Technology Architect Dev 1997 –June 2000 Preview Systems Sr. Software Engineer References: REFERENCE #1 Anthony Ronga, Chief Executive Officer IntoTheDarkroom Anthony.ronga@intothedarkroom.com; 480-678-1446 REFERENCE #2 George Koster, Founder George Koster Consulting George@georgekoster.com;650- 248-8100 REFERENCE #3 Artemisa Saucedo, Founder MAS Marketing artemisa@masmarketingsolutions.com; 408-813-3371 DECLARATION: I confirm my intention to serve in the stated position and present availability to serve for the term of the proposed contract. I also understand that any willful misstatement described above may lead to my disqualification, before or during my engagement. SIGNATURE OF THE NOMINATED TEAM LEADER/MEMBER DATE SIGNED:3/09/22 DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F 13MATCHFIRE | RFQ RESPONSE CITY OF SLO Brittany Garcia –Account Director Contact information: Countries of work experience: Language skills: Educational & other qualifications: 805-727-0967; brittany@matchfire.com USA English California Polytechnic State University, San Luis Obispo SUMMARY OF EXPERIENCE: Brittany is a savvy digital strategist with a 15-year career working with clients to develop, manage and elevate their brands. Brittany excels at executing marketing strategy across multiple channels to include digital, social, email and print. As an Account Director for Matchfire, Brittany has managed the many moving pieces of complex programs that include web, mobile, social, SEO, blogs and events to bring her clients’ visions to life. PERIOD: FROM –TO NAME OF ACTIVITY/ PROJECT JOB TITLE & ACTIVITIES UNDERTAKEN /DESCRIPTION OF ACTUAL ROLE PERFORMED: Account Director Apr 2013 –Apr 2015 SapientRazorfish (formally Rosetta)Digital Strategist References: REFERENCE #1 Molly Cano,Tourism Manager City of San Luis Obispo mcano@slocity.org; 805.781.7152 REFERENCE #2 Liz Summer, SVP Business Services SESLOC Federal Credit Union lsummer@sesloc.org REFERENCE #3 Deborah Nicklas, VP Philanthropy French Hospital Medical Center Foundation Debby.Nicklas@dignityhealth.org DECLARATION: I confirm my intention to serve in the stated position and present availability to serve for the term of the proposed contract. I also understand that any willful misstatement described above may lead to my disqualification, before or during my engagement. SIGNATURE OF THE NOMINATED TEAM LEADER/MEMBER DATE SIGNED:3/9/22 May 2015 -Present Matchfire –A pivotal client advocate to the agency. Working to shape a client’s executable plans to ensure the agency can be successful in meeting client expectations, and then guiding the execution of entire programs and their constituent projects across multiple interdisciplinary stakeholders, management of third-party agencies and internal project management. Dec 2009 –Apr 2013 Visit SLOCAL (formally San Luis Obispo County Visitors + Conference Bureau) Community + Member Relations Manager Central Coast Magazine Communications ManagerDec2006–Dec 2009 Relevant Experience (From most recent): DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F 14MATCHFIRE | RFQ RESPONSE CITY OF SLO Lea Brandy –Creative Director Contact information: Countries of work experience: Language skills: Educational & other qualifications: 805-215-2985; lea@matchfire.com USA English San Francisco State University, CA: B.A. Communications concentration Public Relations SUMMARY OF EXPERIENCE: Brand and digital marketing and design professional with over 18 years of experience in the multi- disciplinary field of digital design and traditional marketing. Having worked with both global and national companies, my responsibilities have included but are not limited to the following; business development, strategy and management, design strategy, planning, execution and team management, leadership and conference level presenter, creative and art direction, design staff management and development, data evaluation, advertising, paid media and email strategy and design, crm and segmentation, and project management. Relevant Experience (From most recent): PERIOD: FROM –TO NAME OF ACTIVITY/ PROJECT JOB TITLE & ACTIVITIES UNDERTAKEN /DESCRIPTION OF ACTUAL ROLE PERFORMED: 2014 -current Creative Director Account Director 2013 -2014 Matchfire –Oversee daily operations for the creative team. Projects include: MARS Inc., United Nations Development Programme, Cal Poly University Advancement, LG Life is Good, Care International, eBay for Charity, Cal Poly CIE, Cal Poly CAFES, SLO Chamber, Sweet Defeat, Meathead Movers Cal Poly University 2010 -2013 2012 -Present Cal Poly University Extended Education Lea Brandy Consulting 2011 -2012 2007 -2010 2002 -2007 Prince Lionheart Jackson Family Wines {KJ} Diageo Chateau &Estates Part-Time Lecturer: Marketing & Sales for Print & Digital Media Lecturer Wine Marketing Brand Marketing & Design Consultant Head of Marketing Brand Manager Marketing & Communications Manager References: REFERENCE #1 Kelly Lynch, Senior Brand Director Mars Wrigley Kelly.Lynch@effem.com;254.227.7327 REFERENCE #2 Aaron Steed, CEO Meathead Movers aaronsteed@meatheadmovers.com 805.471.1035 REFERENCE #3 Christine Robertson,Executive Director San Luis Coastal Unified Foundation crobertson@slcusd.org;805.549.1300 DECLARATION: I confirm my intention to serve in the stated position and present availability to serve for the term of the proposed contract. I also understand that any willful misstatement described above may lead to my disqualification, before or during my engagement. SIGNATURE OF THE NOMINATED TEAM LEADER/MEMBER DATE SIGNED:3/11/22 DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F 15MATCHFIRE | RFQ RESPONSE CITY OF SLO DIGITAL MARKETING Making an impact is equal parts data, experience, creative messaging, and relevant delivery. We develop, plan and design cross- channel experiences, creating value for existing brand advocates while educating and attracting new audiences. We provide business and marketing strategy, integrated marketing platform development, partnership classification and identification, and design-thinking solutions. We work through an inclusive lens, where intent intersects impact, to help you maximize performance and purpose. STRATEGY & PARTNERSHIPS SOCIAL PURPOSE We believe every brand in every category should know its true purpose. We unite nonprofit marketing experience with strategic social impact development. We manage cause marketing platform creation and activation, fundraising strategies, corporate partnership development, digital campaign activations, and employee engagement strategies. We specialize in crafting new brands that tell a story, inspire a movement, spark action and make an impact. We also work on brand extensions through refreshed color palettes, fonts, evolved logo exploration, campaign- specific applications, collateral, POP, POS, and event assets. WEBSITE DESIGN & DEVELOPMENT We have extensive experience building custom websites, content management systems, and rich internet applications that support evergreen and seasonal branding and fundraising campaigns. Our websites are made to be in a highly automated and scalable environment -built to be flexible and extensible for an ever-changing digital environment. Our development team has broad applicable and practical experience to cover the wide range of Full Stack development and headless architecture. BRAND IDENTITY & DESIGN Firm Experience DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F 16MATCHFIRE | RFQ RESPONSE CITY OF SLO Client Experience DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F MATCHFIRE | RFQ RESPONSE CITY OF SLO 17 Fee Structure & References DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F 18MATCHFIRE | RFQ RESPONSE CITY OF SLO FEE SCHEDULE Fee scheduling varies by client. Matchfire will work with the individual departments/organizations within the City of SLO to meet their requirements. We accept 30 –60 days terms which can be billed monthly, by project or by milestone. Retainer agreements are discounted by 10% of overall cost and billed monthly as determined by Matchfire and the organization. Fee structures vary as well and can be billed by time and materials, or by project. This is determined on a case-by-case basis depending on deliverable and client. Hours not spent on a project can be banked for future work. Hours are billed in 30-minute increments. Agency Fees Executive/Strategist/CTO Account Director/Creative Director Account Manager/Senior Designer/Developer Account Coordinator/Designer Blended Rate Retainer Rates Breakdown of Staff Per Project Type Design Work Content Development Social Media Management Website Design & Development Video Production $200/hour $185/hour $150/hour $130/hour $185/hour 2 –4 1 -3 2 3 -10 2+ $165/hour Estimated # of Personnel DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F 19MATCHFIRE | RFQ RESPONSE CITY OF SLO 19 AMERICAN HERITAGE CHOCOLATE / MARS WRIGLEY Kelly Lynch, Senior Brand Director kelly.lynch@effem.com 805.756.7519 SAN LUIS OBISPO TOURISM Molly Cano, Tourism Manager mcano@slocity.org 805.781.7165 ASI CAL POLY Michelle Crawford, Director mcrawf02@calpoly.edu 805.756.2324 REFERENCES DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F MATCHFIRE | RFQ RESPONSE CITY OF SLO 20 Appendix: Related Case Studies DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F 21MATCHFIRE | RFQ RESPONSE CITY OF SLO Associated Students, Inc. (ASI) is a student-driven, non-profit auxiliary organization of California Polytechnic State University, committed to providing programs, services, and facilities that enhance and develop the student learning experience. ASI came to Matchfire to overhaul their website, which provides critical functionality for students across campus, represents multiple departments and programs within ASI, and uses various data sources, technologies, and platforms. Matchfire completed a top-to-bottom analysis of their technology challenges, stakeholder needs, and internal organizational goals to develop a plan for the updated ASI website. They needed a clean, user- centric design that was flexible enough to update every few years to keep up with the ever-changing design landscape, a simplified back-end that allowed for easy content updates, and an integrated solution for the various data sources. To solve their technology challenges, we created a modern, platform-agnostic middle-layer to keep the front end of the website separate from the different data sources that power it, allowing for more flexibility and extensibility for years to come. We also did extensive user-journey mapping to give visitors an unobstructed path to completing essential tasks and created a visual design language that resonated with the student population. + Web Design & Development + Strategic Counsel + Visual Identity + Data Intelligence + Content Strategy 21 View Case Study DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F 22MATCHFIRE | RFQ RESPONSE CITY OF SLO The San Luis Obispo Tourism Business Improvement District (SLO TBID) worked with Matchfire to streamline their brand identity on digital including rebuilding their website experience and developing a comprehensive content marketing strategy. The website got a whole new look and feel, along with an updated site structure to house search-optimized content and new features like an events calendar and interactive maps of San Luis Obispo. In tandem, we developed a robust, 12-month content strategy. The plan included overhauling the ambassador program, ShareSLO, and enlisted the help of locals and business partners to share San Luis Obispo-centric content across social platforms and the ShareSLO blog. This program evolved when we introduced an influencer strategy, inviting out-of-market influencers to visit SLO and share their POV. During the 2019-2020 fiscal year, we welcomed 12 influencers to experience San Luis Obispo and invited their audience along for the ride, reaching nearly 7 million followers. Our ongoing work with the SLO TBID resulted in year-over-year growth in visitors to San Luis Obispo. During the 2018-2019 fiscal year, the SLO TBID had a 7% increase in Transient Occupancy Tax (TOT) –the largest collection to date. +Content Marketing +Digital Marketing + Video Production + Influencer Marketing +Website + Social Media View Case Study DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F 23MATCHFIRE | RFQ RESPONSE CITY OF SLO Over the last 30 years, the SLO Chamber has developed and produced six iterations of the San Luis Obispo Economic Vision. Historically the document was a hard copy collateral piece shared with citizens, community and business leaders and prospective residents. This year, the SLO Chamber of Commerce was looking to bring the newest version of the Economic Vision to life in new way. The San Luis Obispo Chamber of Commerce sought Matchfire’s help in designing and building their first ever web-based Economic Vision to be implemented as an extension of SLOChamber.org. SLO Chamber of Commerce’s goal for the site was to connect with chamber members, current and prospective community members, government staff and elected officials. The goal was to evoke excitement and anticipation for the future of the City. San Luis Obispo is an up-and-coming city with a bright economic future—it is quickly becoming a hub for local startups, head-of-household jobs and vibrant retail spaces. Matchfire created the branding, design and website implementation behind this vision, so the SLO Chamber of Commerce could accurately and effectively educate its target audience on the future of the region. +Brand Design +Collateral Design +Website Design & Development View Case Study DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F 24MATCHFIRE | RFQ RESPONSE CITY OF SLO In need of funding support for future Cal Poly College of Agriculture, Food and Environmental Sciences (CAFES) educational programming and facilities –we designed and developed a campaign identity for their five-year fundraising campaign initiative. As CAFES boasts one of the nation’s most prestigious undergraduate agriculture programs with 15 majors, 22 minors, and almost 4000 undergraduate students enrolled they were eager to get fundraising underway. We created a campaign identity that complements the existing Cal Poly and CAFES brands yet stands out and differentiates it from other colleges –enticing supporters to contribute. The campaign, named “This is Reality”, embodied the Learn By Doing motto and showcased the variety of classes, programs, technologies and experiences offered to CAFES students. +Marketing Planning + Visual Identity + Collateral Design View Case Study DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F 25MATCHFIRE | RFQ RESPONSE CITY OF SLO The Center for Innovation and Entrepreneurship (CIE) was at a pivotal point for growth since inception in 2010. The CIE needed a cohesive fundraising campaign to help garner financial support from major donors. The primary goal for this project was to create a campaign identity and experience for the CIE that connects emotionally and rationally with people who have a passion and desire for supporting entrepreneurship and Cal Poly’s ‘Learn by Doing’ philosophy –resulting in $10.5 million in donations by 2021. Matchfire’s team tackled this project through a series of discovery, research and input from key CIE stakeholders and then launched into campaign development once a foundational understanding was set. Matchfire developed a campaign that naturally created an intersection of relevance, resonance and advocacy –It Takes More. This campaign was brought to life as a microsite that provoked emotion and thought to guide the user to take action and make a donation. The microsite educated potential donors on the CIE’s programming, curriculum, success stories and the critical need for program funding. + Identity & Design + Web Design & Development View Case Study DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F 26MATCHFIRE | RFQ RESPONSE CITY OF SLO With the upcoming 25th anniversary of the Performing Arts Center (PAC) San Luis Obispo, the Foundation for the Performing Arts Center (FPAC) tasked Matchfire with designing a campaign to engage the community leading up to the anniversary and encourage event participation. The Foundation Performing Arts Center, San Luis Obispo provides and promotes an extraordinary and accessible center for the performing arts that works to bring the community together. Through the Discovery process, we theorized that the campaign needed to visually depict the PAC as an accessible, community hub —a place for artistic collaboration and exploration for all ages. The final campaign name: Find Your Center. In creating the anniversary campaign design, we wanted to highlight the PAC building’s unique structure and artistic curves. To bring this to life, an outline of the building was sketched and used as the foundational graphic element. To pair with the PAC’s bold brand red, we introduced a secondary color palette using bold colors to mimic the loud expression of art. Incorporating circular photography, parallel graphic elements, color and gradients, the Find Your Center campaign was brought to life through digital properties, including a website and social media assets, as well as print collateral, including billboards, posters and marketing materials. Due to Covid, the anniversary campaign has been postponed to the 3oth anniversary. +Campaign Development + Branding + Social Purpose View Case Study DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F 27MATCHFIRE | RFQ RESPONSE CITY OF SLO French Hospital Medical Center Foundation is committed to supporting the charitable and community health care mission of French Hospital Medical Center. The Foundation supports French Hospital Medical Center through fundraising and community engagement initiatives. Matchfire was consulted to expand and enhance the initial proof of concept, “Your New French Hospital”, into a fully integrated, capital campaign platform known as, Beyond Health. The campaign platform mobilizes existing supporters and attract new donors, with the goal of assisting and supporting the overall fundraising goals for the new French Hospital campus. This multi-channel campaign has included a digital fundraising component, an awareness and engagement campaign and marketing strategy inclusive of: campaign value proposition, strategic direction, visual identity, website development, and ongoing support of the campaign’s execution. +Social Media +Campaign Development + Advertising + Collateral Design + Video +Brand Identity + Brand Messaging + Digital Marketing + Website View Case Study DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F 28MATCHFIRE | RFQ RESPONSE CITY OF SLO San Luis Coastal Education Fund is a non-profit established to raise funds to support schools in the San Luis Obispo area, specifically targeting innovation and technology in the classroom. SLCEF wanted to create a visual identity to exist across both digital and print which looked forward- thinking and technical without feeling impersonal. As an entity under the umbrella of the San Luis Coastal Unified School District the new branding had to align and coexist with that existing identity. Matchfire took visual cues from the local landscapes and focused on photography treatments of students in hands-on learning environments to create the brand’s look and feel, which included a refresh of their existing logo. The final SLCEF brand succinctly aligns with the greater school district’s brand yet remains unique and identifiable as its own mark. +Identity & Design + Website Template Design & Build View Case Study DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F 29MATCHFIRE | RFQ RESPONSE CITY OF SLO REACH is California Central Coast’s Regional Economic Action Coalition uniting public, private and civic leaders with the goal to transform the quality of life on the Central Coast through a pursuit of inclusive economic prosperity. REACH needed a new brand name and identity to better represent the nonprofit’s mission and membership. The complete brand overhaul included a name change, tagline development, identity design, key messaging, print design and digital design work. The word, REACH, was chosen because it’s an impactful, bold action word with multiple implications into the meaning of the name. Plus the name is timeless and extensible. When bringing the brand to life visually, we knew we needed to represent the many diverse communities of the Central Coast. Geometric shapes, bold type treatments and organic colors found in the geography of the central coast were chosen as the key brand design elements. Business cards, letterhead, an investor deck template, annual report, email design, brand guidelines and a multi-page website were all delivered as part of the final brand roll-out. +Identity & Design +Multi-Media Design + Collateral Design + Annual Report View Case Study + Web Design & Development DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F 30MATCHFIRE | RFQ RESPONSE CITY OF SLO Meathead Movers was created from a mission to assist women in distress, and prepare student athletes for their adult lives, all under the banner of a playful brand. They hired Matchfire to update their ten- year-old web site, and to help them reevaluate their digital marketing in order to overtake the competition in markets they were expanding into. To do this, we had to undergo a year of planning to strategize, design and build a website that would not lose any SEO rank as search was the number one source of revenue for the company. We launched a highly-optimized user experience and quoting module with multiple integrations, while updating their state-of-the-art search engine optimization program. Post launch we saved them tens of thousands of dollars in their complex pay-per-click search engine campaign, produced comprehensive end-to-end analytics, and implemented attribution tracking from first touch through to revenue from every possible version of the customer journey. Our aggressive always-on marketing engagement resulted in a 25% decrease since launch in cost-per- acquisition for a new lead. We’ve also increased the number and quality of leads through conversion rate optimization (CRO) experiments on the site and in paid media. + Digital Marketing + Remarketing Campaigns + Email Strategy + Website + Data Intelligence + Platform Development + Media Planning & Buying 30 View Case Study DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F 31MATCHFIRE | RFQ RESPONSE CITY OF SLO After another successfully run holiday marketplace, SLOcally Made knew it was time to reevaluate their brand to better represent and support their story and the vision for the future. SLOcally Made engaged with Matchfire to help revitalized the current brand system and overhaul the visual design language. We began by conducting a comprehensive brand audit and assessment that included a comparative & competitive analysis, a digital teardown, and stakeholder interviews. Key findings and recommendations were outlined and presented to the SLOcally Made team in the form of a Discovery Findings deck that would serve as the roadmap for the brand work ahead. New top-level brand messaging was created. We refined brand copy and tone of voice, updated the positioning statement, and refreshed key messaging statements for various audiences. In tandem, Matchfire also created an entirely new and unique visual design system –including a comprehensive logo package, color palette, brand typography, image treatments and graphic patterns and templates. Final deliverables included all brand assets, an extensive brand guidelines document and branded layout templates that showcase the new identity system in application. Templates included social media posts, email templates, posters, wearables, gift tags, and an assortment of additional marketing pieces. +Brand Positioning +Collateral Design +Brand Design +Identity & Design View Case Study Local Pro-Bono Work DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F 32MATCHFIRE | RFQ RESPONSE CITY OF SLO The Monday Club of San Luis Obispo was established in 1924 as a woman-run nonprofit civic organization dedicated to supporting local charitable causes for women and children. The goal was to reinvigorate the Monday Club brand; pay homage to their rich history, whilst making the brand feel more contemporary and attractive to a younger generation of women. The final brand direction pulled in the nuances of the building architecture and we embraced the overtly feminine details that embodied the very being of the Monday Club. •Floral patterns from the vintage wallpaper •A color palette that matches the backdrop of the San Luis Obispo hillsides and nicely complements the building and grounds •The front door was sketched an outlined and used a key component to the logo mark and we re-introduced a sketch of the building to replace the iconic building sketched used in several marketing materials. •A primary font that plays to the historic and vintage nature of organization, alongside a more contemporary sans-serif font used to modernize the brand. + Visual Identity + Brand Design + Social Purpose View Case Study Local Pro-Bono Work DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F Thank you for your time. LEA BRANDY Creative Director lea@matchfire.com | 805.234.4567 DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? INSR ADDL SUBR LTR INSD WVD PRODUCER CONTACT NAME: FAXPHONE (A/C, No):(A/C, No, Ext): E-MAIL ADDRESS: INSURER A : INSURED INSURER B : INSURER C : INSURER D : INSURER E : INSURER F : POLICY NUMBER POLICY EFF POLICY EXPTYPE OF INSURANCE LIMITS(MM/DD/YYYY) (MM/DD/YYYY) AUTOMOBILE LIABILITY UMBRELLA LIAB EXCESS LIAB WORKERS COMPENSATION AND EMPLOYERS' LIABILITY DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) AUTHORIZED REPRESENTATIVE EACH OCCURRENCE $ DAMAGE TO RENTEDCLAIMS-MADE OCCUR $PREMISES (Ea occurrence) MED EXP (Any one person) $ PERSONAL & ADV INJURY $ GEN'L AGGREGATE LIMIT APPLIES PER:GENERAL AGGREGATE $ PRO-POLICY LOC PRODUCTS - COMP/OP AGGJECT OTHER:$ COMBINED SINGLE LIMIT $(Ea accident) ANY AUTO BODILY INJURY (Per person) $ OWNED SCHEDULED BODILY INJURY (Per accident) $AUTOS ONLY AUTOS HIRED NON-OWNED PROPERTY DAMAGE $AUTOS ONLY AUTOS ONLY (Per accident) $ OCCUR EACH OCCURRENCE CLAIMS-MADE AGGREGATE $ DED RETENTION $ PER OTH- STATUTE ER E.L. EACH ACCIDENT E.L. DISEASE - EA EMPLOYEE $ If yes, describe under E.L. DISEASE - POLICY LIMITDESCRIPTION OF OPERATIONS below INSURER(S) AFFORDING COVERAGE NAIC # COMMERCIAL GENERAL LIABILITY Y / N N / A (Mandatory in NH) SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). COVERAGES CERTIFICATE NUMBER:REVISION NUMBER: CERTIFICATE HOLDER CANCELLATION © 1988-2015 ACORD CORPORATION. All rights reserved.ACORD 25 (2016/03) CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) $ $ $ $ $ The ACORD name and logo are registered marks of ACORD 5/13/2022 License # 0305584 (805) 543-6887 422 (805) 543-3064 The Causemedia Group, LLC 1880 Santa Barbara Ave Ste 260 San Luis Obispo, CA 93401 25674 A 1,000,000 X ESK0533284387 9/15/2021 9/15/2022 250,000 5,000 2,000,000 1,000,000 POLLUTION 1,000,000 1,000,000A ESK0533284387 9/15/2021 9/15/2022 B UB8J8969522042 11/1/2021 11/1/2022 1,000,000 1,000,000 1,000,000 A Professional Liab.ESK0533284387 9/15/2021 Aggregate 1,000,000 See form attached as triggered by written contract: GL: AI - US CMB V2.2. City of San Luis Obispo 990 Palm Street San Luis Obispo, CA 93401 CAUSGRO-02 JPEROZZI Morris & Garritano Insurance Agency, Inc. PO Drawer 1189 San Luis Obispo, CA 93406 Jessica Perozzi jperozzi@morrisgarritano.com Lloyds Travelers Property Casualty Company of America X 9/15/2022 X X X X X DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F 14 CFC Underwriting Limited is Authorized and Regulated by the Financial Conduct Authority ©1999-2017 CFC Underwriting Ltd, All Rights Reserved CFC MEDIA US CMB V2.2 MEDIAto providing the information that forms the basis of this insurance. In the event that we seek to avoid the Policy or reject any claim on this basis the burden of proving otherwise rests solely with you. Your duty to advise us of changes7. If a senior executive officer becomes aware that any of the information that you have given us in the Application Form or elsewhere in connection with your application for this insurance has materially changed then you must advise us as soon as is practicable. In this event, we reserve the right to amend the terms, conditions or premium of the Policy. risk management conditions8. If we attach any additional conditions to your Policy regarding any risk survey or risk management timetable or any other similar conditions then it is your responsibility to ensure that these conditions are complied with by the deadlines shown in the conditions. our rights of recovery9. If any payment is made under this Policy in respect of a claim, loss or damage and there is available to us any of your rights of recovery against any other party then we maintain all such rights of recovery. We shall not exercise these rights against any senior executive officer or employee unless such payment is in respect of any wilful, malicious or dishonest acts or omissions. You must do nothing to impair any rights of recovery. At our request you will bring proceedings or transfer those rights to us and help us to enforce them. Any recoveries shall be applied as follows: first, to us up to the amount of our payment on your behalfa) including costs and expenses; then to you as recovery of your Deductible or other amountsb) paid as compensation or costs and expenses. Wavier of subrogation10. Notwithstanding ConDITIon 9 above we agree to waive our rights of subrogation against a responsible third party client of yours but only if you and your client have entered into a contract that contains a provision requiring us to do this. Cancellation11. This Policy may be cancelled: by you at any time on request; ora) by us if we give you 30 days written notice; orb) by us if we give you 15 days written notice, should any amountc) in default not be paid within 15 days of the due date shown in the Debit Note that accompanies this Policy. If you give us notice of cancellation in accordance with a) above, the earned Premium shall be pro rata to the number of days that the Policy is in effect subject to a minimum amount of 30% of the Premium. If we give you notice of cancellation in accordance with b) or c) above, the earned Premium shall be pro rata to the number of days that the Policy is in effect. The Policy Administration Fee shall be deemed fully earned at the Inception Date of this Policy. additional insureds12. We shall indemnify any third party as an additional Insured under this Policy, but only in respect of sums which they become legally obliged to pay (including liability for claimants’ costs and expenses) as a result of a claim arising solely out of a wrongful act committed by you or arising solely out of accidental bodily injury or damage caused by you, provided that: you contracted in writing to indemnify the third party for sucha) a claim prior to it first being made against them; and had the claim been made against you, then you would beb) entitled to indemnity under this Policy. As a condition to our indemnification of any additional Insured: they shall prove to our satisfaction that the claim arose solelyi) out of a wrongful act committed by you or arose solely out of accidental bodily injury or damage caused by you; and they shall fully comply with ConDITIon 1(a)above as ifii) they were you. Where a third party is indemnified as an additional Insured as a result of this ConDITIon, it is understood and agreed that any claim made by that third party against you shall be treated by us as if they were a third party, not an additional Insured. Prior subsidiaries13. In respect of InsurInG CLauses 1, 2, 3 and 4 (seCTIons a and B only), should an entity cease to be a subsidiary after the Inception Date of this Policy, cover in respect of such entity shall continue as if it was still a subsidiary, until the termination of this Policy, but only in respect of any claim or loss that arises out of any wrongful act committed by that entity prior to the date that it ceased to be a subsidiary. Mergers and acquisitions14. During the period of the policy, if the company named as the Insured in the Declarations or any subsidiary: purchases assets or acquires liabilities from another entity in ana) amount greater than 10% of the assets of the company named as the Insured in the Declarations as listed in its most recent financial statement; or acquires another entity whose annual revenues are more thanb) 10% of the annual revenues of the company named as the Insured in the Declarations for their last completed financial year; then you shall have no coverage under this Policy for any claim, loss or damage that arises directly or indirectly out of the purchased or acquired entity unless the company named as the Insured in the Declarations gives us written notice prior to the purchase or acquisition, obtains our written consent to extend coverage to such additional entities, assets or exposures, and agrees to pay any additional premium required by us. If during the period of the policy the company named as the Insured in the Declarations consolidates or merges with or is acquired by another entity, then all coverage under this Policy shall terminate at the date of the consolidation, merger or acquisition unless we have issued an endorsement extending coverage under this Policy, and the company named as the Insured in the Declarations has agreed to any additional premium and terms of coverage required by us. extended reporting period15. In respect of InsurInG CLauses 1, 2, 3, 4, seCTIons a and B only and 6,seCTIon H only, an Extended Reporting Period of 60 days following the Expiry Date as shown in the Declarations shall be automatically granted hereunder at no additional premium. Such Extended Reporting Period shall cover claims first made against you during the period of the policy and notified to us during this 60 day Extended Reporting Period but only in respect of any act, error or omission committed prior to the Expiry Date shown in the Declarations, and subject to all other terms, conditions and exclusions of the Policy. No claim shall be accepted by us in this 60 day Extended Reporting Period if you are entitled to indemnity under any other insurance, or would have been entitled to indemnity under such insurance but for the exhaustion thereof. optional extended reporting period16. In respect of InsurInG CLauses 1, 2, 3, 4 (seCTIons a and B only) and 6 (seCTIon H)only, in the event of: cancellation or non-renewal of this Policy by us; ora) cancellation or non-renewal of this Policy by you because youb) have ceased to trade as the direct result of the retirement or death of all of your senior executive officers; then you shall have the right, upon payment of the Optional Extended Reporting Period Premium shown in the Declarations in full and not proportionally or otherwise in part, to have issued an endorsement providing a 365 day Optional Extended Reporting Period from the cancellation or non-renewal date. Such Optional Extended Reporting Period shall cover claims first made against you and notified to us during this Optional Extended Reporting Period but only in respect of any claim arising out of any act, error or omission committed prior to the date of cancellation or non-renewal, and subject to all other terms, conditions and exclusions of the Policy. DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F Notice requesting qualifications (RFQ) for on-call consulting for video production and photography services. The City of San Luis Obispo is requesting proposals from qualified vendors to furnish video production and photography 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 March 16, 2022, 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. Bid questions and answers must be submitted publicly on BidSync where the City will answer. DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F Section A DESCRIPTION OF WORK The City of San Luis Obispo ("City") seeks qualifications for video production and photography services to enhance community outreach and engagement. I. GENERAL The City’s goal is to work collaboratively with video and photography production partners to supplement the communcitions efforts with stakeholder audiences, such as residents, nonprofit service providers, business owners and operators, college students and more about City issues and services. Visual aids, such as videos and photography, are important to the success of the City’s outreach efforts. It is anticipated that the outcome from this effort will be increased community satisfaction with City communication. The Consultant will work through a single point of contact in the City's, 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. Planning & Production. Prepare shooting schedules, talent coordination, scripting, pre- production, logistics, timing, etc. for video production and photo shoots. 2. Editing. Assist with editing short-form or long-form videos for publication. This includes licensing for supporting music and graphics, as needed. Several rounds of revision for each video are preferred. 3. Assets. Provide the City with raw video and photographs, as well as the finished product, including high-definition videos and/or photographs. Videos may vary in length depending on the project requirements. III. SUBMITTAL CONTENT 1. Letter of Interest (5-page maximum). Please include in the submittal a letter introducing the Consultant and expressing the Consultant's interest in being considered for on-call video and/or photography 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 video and photography 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. DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F 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, such as short-form videos, long-form videos, aerial photography/videography, etc. 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. 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 DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F 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. VI. 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 Su b mit t als. 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. 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. DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F 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. DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F VII. ADDITIONAL CONSIDERATIONS AND ASSUMPTIONS a. All works submitted to and accepted by the City must be an original piece created by the Contractor. b. All works submitted by the Contractor must be in standard U.S. English and adhere to the Branding and Style Guide. c. 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. d. 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. DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F 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 in a total sum not to exceed $[xx,xxx] for [______________]. 4. CONTRACTOR'S OBLIGATIONS. For and in consideration of the payments and Agreements herein before mentioned to be made and performed by City, Contractor agrees with City to provide services as set forth in ______ DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F 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: B3D58359-C1A4-4CDC-889F-903422F4464F GENERAL TERMS AND CONDITIONS 1. Insurance Requirements. The Contractor shall provide proof of insurance in the form, coverages and amounts specified in the City's Request for Qualification, 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. 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: B3D58359-C1A4-4CDC-889F-903422F4464F 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: B3D58359-C1A4-4CDC-889F-903422F4464F 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 DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F 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 DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F 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. DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F 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. DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F 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. DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F 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 DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F Street Address City, State, Zip Code Description of services provided including contract amount, when provided and link to final report DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F 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 DocuSign Envelope ID: B3D58359-C1A4-4CDC-889F-903422F4464F