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HomeMy WebLinkAboutBoules Consulting BidPROPOSER Boules Consulting 555 Anton Blvd, Suite 150, Costa Mesa, CA, 92626 BUYER Whitney Szentesi Purchasing Division ABOUT Boules Consulting is a community development consultancy specializing in strategic communications, research, and writing. WEBSITE: WWW.BOULESCONSULTING.ORG PHONE NUMBER: (818)599-269 EMAIL: INFO@BOULESCONSULTING.ORG E. Submittal Content................................................................................................................... 2 1. Letter of Interest...................................................................................................................2 About Boules Consulting....................................................................................................2 San Louis Obisbo- Your Cutting-Edge Partner.................................................................. 4 Availability and Capacity to Provide Proposed Services....................................................4 Proposed Services.............................................................................................................4 Content Creation for Smaller Assignments..................................................................5 Construction Project Information Facilitation............................................................... 5 Public Engagement and Information Gathering........................................................... 5 Insurance Requirements....................................................................................................6 Authorizations.................................................................................................................... 6 2. Relevant Experience of Key Personnel and the Firm (10-page maximum).........................7 Key Personnel Experience.................................................................................................7 Meet San Louis Obisbo’s Dedicated Team.................................................................. 8 Firm Experience...............................................................................................................12 General Firm Information.................................................................................................15 3. Fee Structure..................................................................................................................... 16 Project-by-Project Estimates............................................................................................17 4. Client References.............................................................................................................. 18 References............................................................................................................................ 18 Appendix................................................................................................................................19 Insurance Coverage.........................................................................................................20 Resumes..........................................................................................................................24 Work Samples..................................................................................................................35 1. Content Creation for Small Assignments.....................................................................36 2. Website Content and Design....................................................................................... 41 3. Data Analysis and Reporting....................................................................................... 44 F ADDITIONAL SERVICES........................................................................................................ 49 Website Development and Support....................................................................................... 49 Community Engagement....................................................................................................... 49 Data Analysis and Reporting................................................................................................. 49 J. Proposal Submittal Form......................................................................................................51 K. References.............................................................................................................................52 L. Statement of Past Contract Disqualifications.....................................................................54 BOULES CONSULTING Scale Your Impact www.BoulesConsulting.org San Luis Obispo RFQ for On-Call Communications Services April 7, 2025 E. Submittal Content 1 BOULES CONSULTING Scale Your Impact www.BoulesConsulting.org San Luis Obispo RFQ for On-Call Communications Services April 7, 2025 1. Letter of Interest Whitney Szentesi City of San Luis Obispo 990 Palm Street San Luis Obispo, CA 93401 RE: Letter of Interest – RFQ for On-Call Communications Services Dear Ms. Szentesi, Boules Consulting is a strategic consulting firm that operates at the intersection of government, community, and communications—helping public agencies like the City of San Luis Obispo translate complex projects into clear, compelling narratives that build trust and inspire engagement. We are particularly interested in being considered for the following sub-areas of work: Content creation for smaller assignments, including: Website content design that is audience-focused, accessible, and aligned with city branding and communications goals Key message development to support strategic initiatives, major announcements, or project launches Speech writing and editorial content for elected officials, department heads, and public-facing events Media relations and news releases that secure coverage, build trust, and clearly explain public programs and services Construction project communications that demystify public works projects and proactively address community questions Public engagement and information gathering that ensures two-way communication, community voice, and actionable insight About Boules Consulting Boules Consulting is a strategic communications firm that sits at the unique intersection of government, community, and writing. We specialize in translating complex public initiatives into clear, compelling narratives that resonate with both policymakers and the public. With deep expertise in public policy, community engagement, and professional writing, we help agencies and organizations shape their message, elevate their impact, and build trust with diverse audiences. We bring together the right team with the right experience. Our work has not only informed public decisions but has also garnered media coverage, such as our economic impact analysis for the City of Riverside.1 Our team includes Marianne Boules, Melissa Fox, and Lillian Winston; 1 https://www.raincrossgazette.com/the-true-cost-of-culture-unpacking-the-cheechs-economic-impact/ 2 BOULES CONSULTING Scale Your Impact www.BoulesConsulting.org San Luis Obispo RFQ for On-Call Communications Services April 7, 2025 all published authors; Carolina Arciniegas, a skilled data analyst and community engagement specialist; and Anthony Boules, our web content developer. Together, we offer the exact combination of skills San Louis Obispo needs for a comprehensive communications ecosystem. Our track record includes developing a recommendation report for the California Department of Corrections and Rehabilitation and helping 15 nonprofits secure over $10 million in State of Oregon funding—proof that our writing doesn’t just sound good, it gets results. Founded in 2018, Boules Consulting has supported over 65 government agencies, nonprofit organizations, and corporations in elevating their communications through research-backed messaging, accessible content, and inclusive engagement strategies. From speechwriting and press releases to data-informed messaging strategies and construction communications, our work is grounded in Boules Consulting’s signature Prepare, Plan, Propel™ methodology—designed to deliver not only clear communication, but lasting public impact. Prepare: We begin every engagement by immersing ourselves in the full scope of the project—analyzing technical details, identifying key stakeholders, and understanding the policy, regulatory, and community context. Plan: Using the insights gathered during preparation, we develop a comprehensive communications strategy that includes messaging frameworks, reporting structures, data translation, and outreach timelines. Propel: We execute the strategy through high-quality content creation, public engagement, and implementation support—often serving as the link between internal data and external messaging. Whether it’s translating an economic impact report into a community-facing infographic, managing public information for an infrastructure project, or writing a speech grounded in project outcomes, we deliver end-to-end solutions that inform, inspire, and build trust. At Boules Consulting, we’re more than a communications firm—we’re a strategic thought partner ready to help the City of San Luis Obispo deliver meaningful messages that matter. 3 BOULES CONSULTING Scale Your Impact www.BoulesConsulting.org San Luis Obispo RFQ for On-Call Communications Services April 7, 2025 San Louis Obisbo- Your Cutting-Edge Partner What sets Boules Consulting apart is our process-oriented, end-to-end approach that bridges the gap between technical analysis and strategic communication. We are not simply writers or public relations professionals—we are policy strategists, data analysts, and expert communicators who understand government operations from the inside out. Unlike traditional firms that require agencies to hire one team for data and another for messaging, we offer a streamlined, cost-effective solution that integrates both. Our team is uniquely equipped to handle every stage of a project—from data collection and community engagement to reporting, writing, and public-facing communication. We don’t just generate insights; we translate them into clear, accessible content that resonates with both policymakers and the communities they serve. Because we understand how government works, we’re able to align messaging with institutional priorities and compliance requirements. Whether it’s synthesizing public feedback for a construction project, drafting a speech grounded in impact data, or creating a community report backed by both qualitative and quantitative research, we deliver products that are both strategically sound and technically rigorous. Availability and Capacity to Provide Proposed Services Boules Consulting has the demonstrated capacity and qualifications to provide the full range of on-call consulting services outlined in the RFQ. Our team comprises experienced professionals with diverse and complementary expertise—including public policy, strategic communications, content writing, web development, and community engagement—allowing us to offer an integrated, end-to-end communications ecosystem. As detailed in the Key Personnel section of this proposal, each team member brings specialized knowledge essential to supporting the City across the requested service areas. We operate with a clearly defined internal structure built on the Entrepreneurial Operating System (EOS) model. This means we maintain a formal organizational chart, role-specific job descriptions, and detailed Standard Operating Procedures (SOPs) to ensure consistency, efficiency, and accountability across all projects. Because of this infrastructure, we are able to mobilize rapidly, collaborate effectively, and deliver polished, strategic work that aligns with the City’s goals and timeline. Proposed Services At Boules Consulting, we approach all content creation with the same strategic rigor we bring to large-scale initiatives. Whether we’re developing a landing page or writing a mayoral speech, we apply our Prepare, Plan, Propel™ methodology to ensure the message is not only polished but purposeful. 4 BOULES CONSULTING Scale Your Impact www.BoulesConsulting.org San Luis Obispo RFQ for On-Call Communications Services April 7, 2025 Content Creation for Smaller Assignments Website Content Design Our team blends technical fluency with communication strategy to craft user-centered web content that’s clear, accessible, and aligned with public priorities. With an in-house web developer on our team, we understand both the front- and back-end requirements, allowing us to write with structure, user flow, and implementation in mind. This makes us an ideal partner for local governments that need content that’s ready for the real world. Key Message Development We specialize in identifying the central themes and values that connect technical work with public interest. Our background in government strategy and policy allows us to translate complex information into messages that are relevant, resonant, and rooted in data. Whether supporting a project launch, campaign, or public education initiative, we ensure every message reflects your agency’s voice and goals. Speechwriting and Editorial Content Our writing is grounded in both storytelling and substance. From speeches to op-eds, we craft editorial content that amplifies leadership while communicating real outcomes. Because we’re experienced in data analysis and public policy, we write speeches that don’t just inspire—they inform. Media Relations and News Releases We understand the media landscape and know how to package your work for public consumption. From writing compelling press releases to coordinating with news outlets, we create media-ready content that stays on message and aligns with your communications strategy. Our team members have a background in journalism and public affairs, which allows us to write with credibility and clarity. Construction Project Information Facilitation At Boules Consulting, we demystify public infrastructure projects and help residents understand the “why” behind the work. Our process includes stakeholder mapping, timeline development, message design, and data-informed content delivery. We combine our understanding of engineering timelines and municipal processes with our strength in storytelling to create content that is accurate, community-centered, and easy to navigate. Because we also offer data collection and analysis services, we can integrate real-time community feedback into communications throughout the life of the project. Unlike other firms, we don’t just facilitate public information—we make it meaningful. Public Engagement and Information Gathering We don’t just gather information; we analyze it, report on it, and then help you use it. Our team conducts community surveys, stakeholder interviews, focus groups, and public workshops—all designed with equity, accessibility, and actionable outcomes in mind. From creating summaries 5 BOULES CONSULTING Scale Your Impact www.BoulesConsulting.org San Luis Obispo RFQ for On-Call Communications Services April 7, 2025 for internal strategy to translating findings into plain-language reports for the public, we handle every step of the engagement process. Where some firms stop at information gathering and others begin with messaging, we do both—seamlessly. The result is a more cost-effective, efficient, and community-centered approach to engagement that helps agencies turn feedback into real change. Insurance Requirements Boules Consulting affirms our ability to meet all standard contract and insurance requirements as outlined in the City of San Luis Obispo’s RFQ. Boules already maintains all insurance policies noted in this RFQ, including general, professional, and worker’s compensation. We have successfully contracted with multiple public agencies across California and maintain all necessary business licenses and insurance coverage, including general liability, professional liability, and workers’ compensation, as required. We are fully prepared to provide proof of coverage and execute the City’s standard agreement upon award. Authorizations Boules Consulting confirms that we have the availability and capacity to dedicate the necessary personnel and resources to provide high-quality on-call consulting services as outlined in this RFQ. Our team is structured to respond flexibly to as-needed assignments, and we are committed to delivering timely, strategic, and well-executed support across all requested sub-areas. We fully intend to adhere to all provisions described in the RFQ, including the City’s contractual requirements, insurance standards, and engagement protocols. Our team is well-versed in working within municipal timelines and approval processes, and we are prepared to align seamlessly with the City’s expectations for on-call consulting work. The contact person responsible for this submittal is: Marianne Boules Founder & CEO, Boules Consulting Email: marianne@boulesconsulting.org Phone: (818)599-2692 As Founder and CEO, I am a legal representative of Boules Consulting and am fully authorized to sign this submittal and bind the firm to an agreement in the event of an award. Sincerely, Marianne Boules 6 BOULES CONSULTING Scale Your Impact www.BoulesConsulting.org San Luis Obispo RFQ for On-Call Communications Services April 7, 2025 2. Relevant Experience of Key Personnel and the Firm (10-page maximum). Key Personnel Experience Our team includes subject matter experts in public policy, strategic writing, web development, data analysis, and community engagement. Through our collaborative approach—supported by detailed SOPs and a robust project management system—our experts work seamlessly together to deliver end-to-end communications services. This integrated model ensures that the City of San Luis Obispo receives comprehensive, coordinated support across all phases of each assignment. 7 BOULES CONSULTING Scale Your Impact www.BoulesConsulting.org San Luis Obispo RFQ for On-Call Communications Services April 7, 2025 Meet San Louis Obisbo’s Dedicated Team Public Policy Expert: Marianne Boules is the Founder and CEO of Boules Consulting, where she leads high-impact communications and policy initiatives for government agencies and mission-driven organizations. Holding both a bachelor’s and master’s degree in Public Policy—earned with full scholarship and top honors—Marianne brings a deep understanding of how government, community, and language intersect to shape outcomes. She has led communications strategies and authored technical deliverables for clients such as the City of Riverside, the California Department of Corrections and Rehabilitation, the State of Oregon Higher Education Coordinating Commission, and San Bernardino County Public Works. Marianne’s body of work includes economic impact reports, stakeholder interviews, press releases, community engagement summaries, strategic plans, and editorial content—each crafted with precision, empathy, and policy alignment. Her economic impact report for the City of Riverside’s Cheech Marin Center for Chicano Arts and Culture was published by the City and featured in online media outlets. She supported CDCR in delivering a legislative recommendation report to the California State Assembly in accordance with AB 137. For the State of Oregon, she served as a grant consultant and helped 15 nonprofit organizations secure over $10 million in public funding. A published author with a background in both storytelling and strategy, Marianne specializes in translating complex data, legislation, and technical concepts into clear, actionable language that builds trust and drives results. Her mission remains constant: to help the helpers like staff at San Luis Obispo tell their story—and get results. Content Writing Expert: Melissa Fox is a seasoned writer and communications professional at Boules Consulting, bringing a rich background in journalism, marketing, and public relations to every project. With experience spanning feature writing, press releases, and copywriting, Melissa crafts compelling narratives that inform, engage, and elevate impact. Melissa’s ability to merge journalistic integrity with strategic messaging makes her a key asset in delivering polished, persuasive communications that resonate with both public and professional audiences. Her journalistic foundation was built at Life & Land magazine in Tyler, Texas, where she managed feature articles and 8 BOULES CONSULTING Scale Your Impact www.BoulesConsulting.org San Luis Obispo RFQ for On-Call Communications Services April 7, 2025 in-depth profiles for each quarterly print issue. From developing cover stories and conducting interviews to coordinating visuals and editing content, Melissa maintained a high editorial standard across every piece. She continues to serve as a freelance writer for Tyler Today magazine, producing original and ghostwritten feature articles with a focus on clarity, accuracy, and relevance. In the public relations realm, Melissa supported media outreach at Pennino and Partners in Houston, Texas, writing press releases, managing media pitches, and building strategic connections between clients and journalists. Her copywriting expertise includes work with agencies such as Renard Group and Cue Creative, where she developed targeted content for advertising campaigns, blogs, social media, and financial publications. Content Writing Expert: Lillian Winston is a Project Assistant at Boules Consulting, where she supports research, writing, and project execution across public sector and nonprofit initiatives. She holds a bachelor’s degree in Sociology from UCLA with a minor in Professional Writing, equipping her with a deep understanding of social systems and a talent for translating complex information into clear, accessible narratives. Lillian has contributed to several high-impact projects, including working with Lawrence Berkeley National Laboratory to develop presentation materials that translate complex technological concepts into accessible, plain-language content for families living in multi-unit housing. Her work focused on making energy-related data and building systems understandable for everyday residents, supporting more inclusive and effective public outreach. She has also assisted in editing and organizing materials for strategic plans and grant proposals, ensuring clarity and cohesion across technical documents. Known for her precision and clarity, Lillian excels in synthesizing research findings, proofreading technical documents, and ensuring deliverables meet the highest editorial standards. Her role is essential in transforming raw data and community insights into cohesive, actionable reports that support public transparency and policy implementation. Community Engagement Expert: Carolina Arciniegas is a Project Associate at Boules Consulting, where she leads bilingual community engagement initiatives and integrates data analysis into strategic communications for government and nonprofit clients. With a strong foundation in public outreach, stakeholder coordination, and mixed-method research, Carolina has played a critical role in projects such as the City of 9 BOULES CONSULTING Scale Your Impact www.BoulesConsulting.org San Luis Obispo RFQ for On-Call Communications Services April 7, 2025 Riverside’s Economic Impact Report for the Cheech Marin Center and community engagement planning for San Bernardino County’s Historic Route 66 infrastructure projects. Fluent in both English and Spanish, Carolina facilitates inclusive engagement through surveys, focus groups, public input sessions, and interviews—ensuring diverse community voices are reflected in policy and planning. She not only gathers and interprets qualitative and quantitative data but also helps translate findings into clear, actionable narratives for public reports and presentations. Carolina’s background in fast-paced, mission-driven environments makes her a highly adaptive team member who excels in both frontline engagement and back-end research. Whether analyzing data, drafting community summaries, or supporting project reporting, she brings a rare combination of cultural fluency, technical skill, and deep commitment to public impact. Graphic Design/Social Media Expert: Natalia Perez serves as a Marketing Assistant for Boules Consulting. She is in charge of spearheading all social media campaigns on behalf of both Boules Consulting as well as its clients. She has spearheaded several campaigns over her career, including fundraising events and sales events. Shortly after joining Boules Consulting, Natalia also collaborated with the rest of the team to develop the company’s branding strategy, branding kit, and marketing materials. As the Marketing Assistant, Natalia will play an important role in designing, branding, graphics, and social media management for Nevada County. Web Development Expert: Anthony Boules is Boules Consulting’s web development expert, bringing a rare blend of technical fluency and strong communication skills to the team. With experience in React.js, Redux, Node.js, and a range of CMS platforms, Anthony builds clean, functional, and user-centered websites and applications that support mission-driven organizations. His background as a former high school English teacher enhances his ability to translate technical concepts into accessible language, making him an invaluable bridge between strategy, design, and execution. 10 BOULES CONSULTING Scale Your Impact www.BoulesConsulting.org San Luis Obispo RFQ for On-Call Communications Services April 7, 2025 Anthony serves as a critical resource for clients seeking web content support and consultation. He not only helps design visually compelling web pages but also understands the backend architecture needed to ensure smooth performance and accessibility. His presence strengthens our team's ability to offer seamless, end-to-end support—from writing and structuring web content to ensuring that it functions effectively online. If Nevada County requires any technical implementation or backend insight to support its communications goals, Anthony is ready to provide expert guidance. Project Management Expert: Dustin Ohman is a retired Gunnery Sergeant with twenty years of service in the United States Marine Corps, where he developed a strong foundation in leadership, discipline, and attention to detail. Upon retiring in 2011, Dustin earned his bachelor’s degree in management from the University of Phoenix, equipping him with a strategic mindset for overseeing complex projects and operations. With a passion for helping others and a commitment to continuous learning, Dustin brings a wealth of expertise in project management, contract administration, and operational efficiency. His experience in the Marine Corps honed his ability to manage high-stakes situations with precision and resilience, qualities that he now applies to his work in both leadership and project coordination. Dustin's attention to detail and strong project management skills ensures the successful execution of every initiative, from planning to contract completion. His disciplined approach, honed through his Marine Corps experience, enables him to navigate complex challenges and deliver results to the highest standards. 11 BOULES CONSULTING Scale Your Impact www.BoulesConsulting.org San Luis Obispo RFQ for On-Call Communications Services April 7, 2025 Firm Experience With extensive experience supporting government agencies and mission-driven organizations, our team blends strategic thinking with compelling storytelling to deliver high-quality communications products that inform, inspire, and drive impact. We approach each project with a deep understanding of public sector priorities and a proven ability to translate complex issues into clear, accessible narratives that engage diverse audiences. Below are just a few select samples of work completed in both the public and private sectors for each communication service we are bidding on. Communication Service Client/Time period Description Public Information and Information Gathering City of Riverside October 2024- January 2025 The City of Riverside contracted Boules Consulting to develop an Economic Impact Report for the Cheech Marin Center for Chicano Arts and Culture. The project required in-depth quantitative and qualitative research to assess the Center’s cultural and economic influence on the local region. Our team conducted a regional economic analysis, performed interviews with small business owners and creative entrepreneurs, and synthesized the findings into a comprehensive, data-informed report. In addition to research and interviews, we provided meticulous editing to ensure the final product was both accessible and impactful. The report was published on the City’s website and received media attention through several online outlets—underscoring our ability to craft well-researched, professionally written documents that resonate with both stakeholders and the public. California Department of Corrections and Rehabilitation June 2022- July 2023 Boules Consulting was contracted by the California Department of Corrections and Rehabilitation (CDCR) to conduct a research and interview project mandated by Assembly Bill 137. As part of this effort, we designed, distributed, and collected comprehensive surveys targeting key stakeholder groups. We also conducted written qualitative interviews to gather qualitative insights that would complement the quantitative data. Our team synthesized the findings into a professionally written, well-organized Recommendation Report, which included analysis, key themes, and actionable recommendations. The final report was submitted to the California State Assembly to support their high-level decision making. Content Creation: Copywriting Renard Group Cue Creative Prior to joining Boules Consulting as a Project Associate, Melissa Fox worked for Renard Group as a copywriter. A marketing agency in Tyler, Texas, she developed copy for a range of client needs, including online and print advertisements, billboards, blogs, and social media content. She also did freelance copywriting for Cue Creative in Tyler, Texas, writing articles 12 BOULES CONSULTING Scale Your Impact www.BoulesConsulting.org San Luis Obispo RFQ for On-Call Communications Services April 7, 2025 for a financial client’s blog. In this role, she focused on producing informative, engaging, and industry-specific content that resonated with the client’s audience. Content Creation: Media Relations and News Releases Pennino and Partners On the public relations side, Melissa has worked with Pennino and Partners in Houston, Texas, where she wrote and distributed press releases and other media materials for clients across various industries. She managed national and local media pitches, helping to establish and maintain relationships between clients and journalists. As part of her work, she also created targeted media lists and briefing books, ensuring that all press materials aligned with clients’ strategic communication goals. Content Creation: Editorial Content Life & Land Magazine Tyler Today Magazine Finally, Melissa has written feature articles and in-depth profiles, managing content for each quarterly print publication. Her work involved developing cover story ideas, conducting interviews, and performing extensive research to create engaging, well-sourced articles. She was responsible for procuring and coordinating images to accompany stories, ensuring a visually compelling final product. Additionally, Melissa proofread and edited all articles before publication, maintaining high editorial standards. Similarly, for Tyler Today magazine, Melissa continues to serve as a freelance writer, producing both original and ghostwritten feature articles and profiles. Her process includes conducting interviews, sourcing relevant images, and meticulously proofreading each piece to ensure clarity and accuracy. Breast Cancer Angels In 2020, Boules Consulting was hired to serve as a communications contractor for Breast Cancer Angels, a California-based nonprofit. Boules Consulting provided several communications services, including speech writing, authoring press releases, and writing feature articles. Notably, one article was published for the Los Angeles Business Journal titled "Breast Cancer Angels Celebrates 20th Anniversary Helping Breast Cancer Patients with Basic Needs," which commemorated the organization's two decades of service in Southern California. This piece effectively communicated the critical support Breast Cancer Angels provides to individuals and families affected by breast cancer, emphasizing the organization's role in preventing homelessness among patients facing financial hardships due to their diagnoses. Content Creation: Web Content Support and Consultation Traffic Management Inc. Our CTO Anthony Boules also serves as Senior Web Developer for Traffic Management Inc., where he leads both the front-end and back-end development of the company’s website. In this role, Anthony is responsible not only for building all website applications and infrastructure, but also for developing and maintaining the site’s written content to ensure clarity, functionality, and brand alignment. His ability to merge technical development with effective communication makes him a valuable resource 13 BOULES CONSULTING Scale Your Impact www.BoulesConsulting.org San Luis Obispo RFQ for On-Call Communications Services April 7, 2025 for clients seeking web content support and consultation. Go Rentals In 2024, Boules Consulting was subcontracted to provide web development services for Go Rentals, a Mid Sized (over $500 million in yearly revenue) company based in California. As Boules Consulting’s dedicated web developer, Anthony is in the process of developing a proprietary application for the company. Key Message Development Speech Writing State of Oregon Higher Education Coordinating Commission April 2023- January 2025 Boules Consulting was contracted for two consecutive years to serve as a technical assistance provider for the Oregon Higher Education Coordinating Commission’s (HECC) Workforce Ready Grants. In this role, we provided individualized coaching and strategic consulting to nonprofit organizations across the state, helping them navigate complex application requirements, strengthen their proposals, and align their programs with state priorities. Our support included one-on-one coaching sessions, live office hours, proposal reviews, and customized feedback. As a direct result of our guidance, nearly 25% ($10 million) of all awarded grantees were nonprofit organizations that had received coaching from Boules Consulting—demonstrating the effectiveness of our approach and our deep understanding of what it takes to write and win competitive public funding. Grace Social and Medical Services Boules Consulting worked with the nonprofit organization Grace Social and Medical Services, an immigration nonprofit, between 2018 and 2023. During that time, Boules developed speeches for the organization’s annual fundraising gala. In 2023, the speech was so successful that the gala made a $40,000 profit in that one night alone, not counting the donations that came in over the next few days. Construction Project Information Facilitation San Bernardino County July 2024 In 2024, Boules Consulting was engaged by San Bernardino County’s Public Works Department to provide strategic consulting on two major infrastructure projects along Historic Route 66. Our role involved advising the County on how to effectively engage the community in a way that ensured the projects were both climate-resilient and community-informed. We developed two written community engagement plans that included tailored strategies, outreach tactics, and stakeholder feedback loops. SoCal Gas In 2022, Boules Consulting was subcontracted to assist in the development of a Request for Information (RFI) concerning carbon storage utilization and capture; specifically, Boules Consulting was subcontracted to provide support in developing the agency’s community engagement plan, which included how the project would facilitate information. 14 BOULES CONSULTING Scale Your Impact www.BoulesConsulting.org San Luis Obispo RFQ for On-Call Communications Services April 7, 2025 General Firm Information Boules Consulting has seven employees. It is headquartered in Costa Mesa, California at 555 Anton Blvd, Suite 150, Costa Mesa, CA, 92626. It has been in business since 2018- seven years. 15 BOULES CONSULTING Scale Your Impact www.BoulesConsulting.org San Luis Obispo RFQ for On-Call Communications Services April 7, 2025 3. Fee Structure Boules Consulting is committed to providing high-quality, cost-effective services to the City of San Luis Obispo. In recognition of the City's public service mission and budget constraints, we are offering a significant discount on our standard rates. The table below outlines the original hourly rates for each team member alongside the discounted rates being offered exclusively for this engagement. This pricing structure reflects our dedication to partnership, transparency, and delivering exceptional value without compromising quality. Team Member Role Initial Rate San Luis Obispo Discount Marianne Boules Strategist- Provide high-level strategic guidance on written communication projects 150 $85 Melissa Fox Project Lead- Takes direction from Strategist to lead all technical and creative writing projects 95 $65 Lillian Winston Project Associate- Assists Project Lead on all technical and creative writing projects 75 $55 Carolina Arciniegas Project Associate- Assists Project lead with all community engagement, data analysis, interviews, and research efforts 75 $55 Natalia Perez Project Assistant- Provides all graphic design services for social media, press releases, and other written content 25 $20 Anthony Boules Web Developer- Provides as-needed web development support, both front-end and back-end. 150 $99 Dustin Ohman Project Coordinator- Manages workflow on Clickup, Boules Consulting’s project management software. Ensures all deliverables are being met on time and on-budget. 25 Compliment ary/ $0 16 BOULES CONSULTING Scale Your Impact www.BoulesConsulting.org San Luis Obispo RFQ for On-Call Communications Services April 7, 2025 Project-by-Project Estimates Boules Consulting offers flexible, project-by-project pricing based on the specific scope, complexity, and timeline of each assignment. Rather than offering fixed packages, we develop customized estimates for each request to ensure cost efficiency and transparency. Our discounted rates for the City of San Luis Obispo allow us to provide high-level expertise at an exceptional value. The table below outlines estimated hourly allocations and projected costs per task area, based on typical scope sizes. Final pricing would be provided upon request for each specific project, with clear breakdowns and deliverables. Scope of Work Task Estimated Hours Team Members Involved Estimated Cost Website Content Design 10–20 Strategist, Project Lead, Web Developer, Graphic Designer 650–$1980 Key Message Development 8–15 Strategist, Project Lead, Project Associate 520–$1,275 Speechwriting & Editorial Content 10–18 Strategist, Project Lead $650–$1,700 Media Relations & News Releases 8–12 Project Lead, Project Associate 800–$1,530 Construction Project Information Facilitation 15–25 Strategist, Project Lead, Community Engagement Lead 825–$2,125 Public Engagement & Information Gathering 20–30 Project Lead, Project Associate 1100–$2,550 Additional Services Data Analysis and Reporting 50-75 Strategist, Project Lead, Project Associate 2,750-$6,375 Community Engagement Campaign 15-25 Strategist, Project Lead, Project Associate, Graphic Designer 825- $2,125 Website Development and backend support 25-85 Web Developer, Graphic Designer 2,475- $8,415 17 BOULES CONSULTING Scale Your Impact www.BoulesConsulting.org San Luis Obispo RFQ for On-Call Communications Services April 7, 2025 4. Client References References Name of Entity: California Department of Corrections and Rehabilitation Contact Person: Sydney Tanimoto Address 1515 S St #101n, Sacramento, CA 95811 Phone / E-mail: Sydney.Tanimoto@cdcr.ca.gov Contract Length July 1, 2022- June 30, 2023 Project Summary Conducted interview, research, and editing services. This included developing, distributing, and collecting surveys; analyzing results; and developing a final Recommendation Report based on survey findings that were presented to the California State Assembly. Name of Entity: State of Oregon Higher Education Coordinating Commission Contact Person: Sarah Shinn, Contract Administrator Address 3225 25th Street SE Salem, OR 97302 Phone / E-mail: Sarah.Shinn@hecc.oregon.gov Contract Length April 2023- January 2025 Project Summary Provided written consulting and key messaging to nonprofit organizations interested in pursuing funding from HECC; assisted 15 nonprofit organizations in securing over $10 million in grant funds. Name of Entity: City of Riverside Contact Person: Margery Haupt, Deputy Director of Parks, Recreation, and Community Address 3900 Main St. Riverside, CA 92522 Phone / E-mail: 951-313-7541 MHaupt@riversideca.gov Contract Length October 2024- January 2025 Project Summary Developed and wrote an Economic Impact Report on behalf of the City, including developing an economic strategy, methodology, and assessment plan 18 BOULES CONSULTING Scale Your Impact www.BoulesConsulting.org San Luis Obispo RFQ for On-Call Communications Services April 7, 2025 Appendix 19 BOULES CONSULTING Scale Your Impact www.BoulesConsulting.org San Luis Obispo RFQ for On-Call Communications Services April 7, 2025 Insurance Coverage 20 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. INSURER(S) AFFORDING COVERAGE INSURER F : INSURER E : INSURER D : INSURER C : INSURER B : INSURER A : NAIC # NAME: CONTACT A/C, No): FAX E-MAILADDRESS: PRODUCER A/C, No, Ext): PHONE INSURED REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES 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). 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. OTHER: Per accident) Ea accident) N / A SUBR WVD ADDL INSD 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. PROPERTY DAMAGE BODILY INJURY (Per accident) BODILY INJURY (Per person) COMBINED SINGLE LIMIT AUTOS AUTOSAUTOS NON-OWNEDHIREDAUTOS SCHEDULEDALLOWNED ANY AUTO AUTOMOBILE LIABILITY Y / N WORKERS COMPENSATION AND EMPLOYERS' LIABILITY OFFICER/MEMBER EXCLUDED? Mandatory in NH) DESCRIPTION OF OPERATIONS below If yes, describe under ANY PROPRIETOR/PARTNER/EXECUTIVE E.L. DISEASE - POLICY LIMIT E.L. DISEASE - EA EMPLOYEE E.L. EACH ACCIDENT EROTH-STATUTEPER LIMITS(MM/DD/YYYY) POLICY EXP( MM/DD/YYYY) POLICYEFFPOLICYNUMBERTYPEOFINSURANCELTRINSR DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) EXCESS LIAB UMBRELLA LIAB $EACH OCCURRENCE AGGREGATE OCCUR CLAIMS-MADE DED RETENTION $ PRODUCTS - COMP/OP AGG GENERAL AGGREGATE PERSONAL & ADV INJURY MED EXP (Any one person) EACH OCCURRENCE DAMAGE TO RENTED $ PREMISES (Ea occurrence) COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO- JECT LOC CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) CANCELLATION AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) 1988-2015 ACORD CORPORATION. All rights reserved. CERTIFICATE HOLDER The ACORD name and logo are registered marks of ACORD R Hiscox Inc. d/b/a/ Hiscox Insurance Agency in CA 5 Concourse Parkway Suite 2150 Atlanta GA, 30328 888) 202-3007 contact@hiscox.com Hiscox Insurance Company Inc 10200 Boules Consulting 700 E Lake Drive Unit 58 orange, CA 92866 01/04/202501/04/ X A X X 1,000,000 100,000 5,000 1,000,000 2,000,000 S/T Gen. Agg. 11/20/2023 21 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. INSURER(S) AFFORDING COVERAGE INSURER F : INSURER E : INSURER D : INSURER C : INSURER B : INSURER A : NAIC # NAME: CONTACT A/C, No): FAX E-MAILADDRESS: PRODUCER A/C, No, Ext): PHONE INSURED REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES 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). 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. OTHER: Per accident) Ea accident) N / A SUBR WVD ADDL INSD 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. PROPERTY DAMAGE BODILY INJURY (Per accident) BODILY INJURY (Per person) COMBINED SINGLE LIMIT AUTOS AUTOSAUTOS NON-OWNEDHIREDAUTOS SCHEDULEDALLOWNED ANY AUTO AUTOMOBILE LIABILITY Y / N WORKERS COMPENSATION AND EMPLOYERS' LIABILITY OFFICER/MEMBER EXCLUDED? Mandatory in NH) DESCRIPTION OF OPERATIONS below If yes, describe under ANY PROPRIETOR/PARTNER/EXECUTIVE E.L. DISEASE - POLICY LIMIT E.L. DISEASE - EA EMPLOYEE E.L. EACH ACCIDENT EROTH-STATUTEPER LIMITS(MM/DD/YYYY) POLICY EXP( MM/DD/YYYY) POLICYEFFPOLICYNUMBERTYPEOFINSURANCELTRINSR DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) EXCESS LIAB UMBRELLA LIAB $EACH OCCURRENCE AGGREGATE OCCUR CLAIMS-MADE DED RETENTION $ PRODUCTS - COMP/OP AGG GENERAL AGGREGATE PERSONAL & ADV INJURY MED EXP (Any one person) EACH OCCURRENCE DAMAGE TO RENTED $ PREMISES (Ea occurrence) COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO- JECT LOC CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) CANCELLATION AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) 1988-2015 ACORD CORPORATION. All rights reserved. CERTIFICATE HOLDER The ACORD name and logo are registered marks of ACORD R Hiscox Inc. d/b/a/ Hiscox Insurance Agency in CA 5 Concourse Parkway Suite 2150 Atlanta GA, 30328 888) 202-3007 contact@hiscox.com Hiscox Insurance Company Inc 10200 Boules Consulting 700 E Lake Drive Unit 58 orange, CA 92866 Each Claim: $ 750,000 Aggregate: $ 750,000 ProfessionalLiabilityA 01/04/202501/04/ 11/20/2023 22 Security National Insurance Company A Stock Insurance Company WORKERS COMPENSATION WC 99 00 01 D AND EMPLOYERS LIABILITY 1 of 5 INSURANCE POLICY INFORMATION PAGE Ncci Code: 40533 1. Insured: Boules Consulting LLC 555 Anton Blvd Suite 150 Costa Mesa, CA 92626 Other workplaces not shown above: None Producer: Milik & Associates Insurance Services, Inc. 917 S Village Oaks Drive Covina, CA 91724 Policy Number: Individual Partnership Corporation or X LLC Federal Tax ID: 862924315 Risk Id: Renewal of: New 2. The policy period is from 7/15/2024 to 7/15/2025 12:01 a.m. at the insured's mailing address. 3. A. Workers Compensation Insurance: Part One of the policy applies to the Workers Compensation Law of the states listed here: California B. Employers Liability Insurance: Part Two of the policy applies to work in each state listed in item 3.A. The limits of our liability under Part Two are: State Bodily Injury by Accident Bodily Injury by Disease Bodily Injury by Disease 1,000,000 each accident $1,000,000 policy limit $1,000,000 each employee C. Other States Insurance: Part Three of the policy applies to the states, if any, listed here: All states except ND, OH, WA, WY and State(s) Designated in Item 3.A D. This policy includes these endorsements and schedules: See Extension of Information Page 4. The premium for this policy will be determined by our Manuals of Rules, Classifications, Rates and Rating Plans. All information required below is subject to verification and change by audit. See Extension of Information Page TOTAL ESTIMATED ANNUAL PREMIUM 500 STATE ASSESSMENT 31 TOTAL ESTIMATED COST 531 Minimum Premium 500 Deposit Premium 81 Issue Date: 7/15/2024 Countersigned by: Authorized Representative 23 BOULES CONSULTING Scale Your Impact www.BoulesConsulting.org San Luis Obispo RFQ for On-Call Communications Services April 7, 2025 Resumes 24 MARIANNE BOULES 555 Anton Blvd, Suite 150, Costa Mesa, CA, 92626| (818) 599-2692| Marianne@boulesconsulting.org CAREER SUMMARY Founder and CEO of Boules Consulting, a social impact consultancy dedicated to scaling impact. With deep expertise in public policy, I have worked extensively with government agencies, social enterprises, and small businesses to secure funding, develop workforce strategies, and shape impactful programs. A public servant at heart, I have a knack for carrying an idea all the way from inception to implementation and beyond. CORE COMPETENCIES Public Policy • Economic Development • Program Design Social Impact • Workforce Development • Research & Analysis Innovation • Strategic Planning • Written & Verbal Communication WORK EXPERIENCE Consultant, Independent Contractor | May 2018-Present Boules Consulting | Orange, CA Built and scaled Boules Consulting from a solo venture into a thriving firm with a team of five, developing the internal infrastructure, values, and training programs necessary for sustainable growth. Secured over $85 million in funding for 61+ government agencies, social enterprises, and nonprofits, supporting transformative projects in climate, economic development, workforce development, and social services. Developed and implemented the Prepare, Plan, and Propel™ methodology, a proprietary best practice that has become integral to the firm’s success. Refining thought leadership in the midst of unprecedented attacks on democracy, including: Organizing a WBENC webinar to review the presidential budget and its implications for businesses and government agencies. Developing white papers on how municipal governments can fill funding gaps. Work primarily with government agencies and small businesses, tackling high-impact projects that shape policy and drive positive community change. Positioned Boules Consulting as an industry leader, leveraging innovation, strategic consulting, and technical expertise to serve mission-driven organizations effectively. Highlighted Boules Consulting Projects City of Riverside |October 2024- January 2025 | o Completed an Economic Impact Analysis for the Cheech Marin Center of Chicano Art and Culture on behalf of the City. The analysis has been approved by City Council and has been published online. Momentum/Berkshire Hathaway Energy Renewables/Imperial Valley College | Nov 2024 o Subcontracted to develop a Workforce Development Concept Paper between Berkshire Hathaway Energy Renewables and Imperial Valley College for the Lithium Valley” in Imperial County. The Concept was approved for full proposal submission, and the workforce development plan is currently being implemented. 25 Momentum/Los Angeles Cleantech Incubator| November 2021-July 2024 o Subcontracted to provide grant writing and startup technical assistance to over ten cleantech startup companies. Assisted two companies in securing over 500,000 in cumulative grant funding. Grace Social and Medical Services| 2018- 2023 o Planned and executed a corporate-wide restructuring of Grace Social and Medical Services that included creating new positions and job descriptions, rebuilding the organizational chart, and designing new programs that led to a revenue increase of 22.5% for the organization. Health Policy Advocate| January 2015- November 2017 Riverside County Public Health| Riverside, CA Responsible for successfully advocating Rancho Mirage City Council to pass a city-wide tobacco retail licensing law within a record of six months Implemented a department-wide, tracking and accountability tool to ensure timely completion of deliverables Collaborated with program manager to execute deliverables of grant-funded County program Responsible for managing, tracking, and reporting all deliverables Collaborated with local nonprofit organizations to help them apply to similar State-funded grant opportunities EDUCATION University of California, Riverside M.A. in Public Policy- Full Scholarship June 2017 B.A. in Public Policy- Magna Cum Laude, Top of class June 2015 THOUGHT LEADERSHIP Women’s Business Enterprise National Council (WBENC)| January 2025- Present Appointed as Second Chair to represent Women Owned Businesses in Orange County, California. WBENC is the largest Women’s Business group in the United States. As Second Chair, I am responsible for representing the interests of woman-owned businesses in my region, build bridges between the private and public sector, and facilitate networking opportunities. Speaker/Presenter| June 2018-Present As the Founder and CEO of Boules Consulting, I have participated in a number of presentations and speaking engagements, typically focused on building public-private partnerships. For example, recent engagements include serving as a host guess on the top 100 business podcast CEO School, presenting at two Los Angeles Chambers of Commerce events, and presenting my story at my Alma Matter, the University of California, Riverside. CERTIFICATIONS Nonprofit Management| CSU Fullerton Grant Writing| San Diego State University LANGUAGES English (fluent/native), Egyptian Arabic (Conversational), Mandarin (HSK1/Beginner) 26 MELISSA FOX PROFILE Skilled communicator with a diverse background in printed publications, non-profit, commercial real estate, and medical education, allowing for a unique perspective in engaging target audiences. Proven ability to inform and captivate through tailored messaging. Adept in detail-oriented project execution, combining strategic thinking and analytical skills to deliver impactful content across various platforms. EXPERIENCE Boules Consulting - Operations Assistant and Technical Writer May 2024 - Current Oversee timelines, deliverables, and team collaboration to ensure successful completion of project initiatives. Develop strategic approaches for proposal development, carefully reviewing projects to ensure clarity, accuracy and consistency. Conduct research, analyze data and translate complex concepts into clear and concise narratives. Manage client communication, cross-functional teams and key stakeholders to ensure project completion. Tyler Today Magazine – Contributing Writer September 2022 – Current Write original pieces as well as ghost-write assigned articles. Conduct interviews, research and utilize sources for article content and creation. Source images and proofread articles upon request. Renard Group Advertising/LIFE & LAND Magazine – Staff Writer July 2022 – August 2023 Wrote articles and managed content in each quarterly print publication. Collaborated and created cover story ideas; conducted interviews, researched and utilized sources for development of article content and creation. Managed procurement of all accompanying images for stories. Proofread and edited all stories and articles before each printing. CDC Real Estate Corporation, Dallas, Tx – Operations Manager September 2007 – March 2010 Managed all administrative operations for the President and Vice President of the organization and coordinated all administrative aspects of both purchasing and selling commercial properties nationally. Interacted extensively with attorneys, lenders, potential clients and vendors; performed research and analysis for potential markets and managed corresponding databases. Tyler Family Assistance Center, Tyler, Tx – Program Services Coordinator April 2017 – December 2021 Managed and implemented client utilities assistance program and corresponding budget distribution. Supervised volunteer recruitment and training. Co-Directed a federal food assistance program in conjunction with the East Texas Food Bank. Served as community outreach liaison by conducting tours, networking and working with media outlets to promote the center’s services. CONTACT 903.521.3027 melissa@boulesconsulting.com SKILLS Strategic thinking Analytical solutions Project Management Attention to detail Effective communication EDUCATION Baylor University, Waco 2001-2003 BA in Communications & Journalism with a concentration in Public Relations Tyler Junior College 1999-2001 AA in General Studies 27 MELISSA FOX Page 2 of 2 University of Texas Southwestern Medical Center, Houston, Tx – Coordinator Special Programs August 2005 – May 2007 Oversaw, coordinated and independently administered all phases and activities of the Texas Statewide Family Medicine Preceptorship Program (TSFMPP) in order to promote and achieve the program’s mission, vision, goals and strategies. Coordinated preceptorship programs for approximately 300 medical students annually from all eight Texas medical schools with physicians across the state. Performed program analysis and evaluation for annual reporting as well as planned and coordinated all aspects of the program Annual Board Meeting in Austin, Texas. Institute of Molecular Medicine, Houston, Tx – Program Assistant October 2003 – August 2005 Developed and created a quarterly publication for internal and external audiences of the IMM. Coordinated a monthly seminar series featuring distinguished guest lecturers. Edited manuscripts and grants for faculty members and assisted in the administrative preparation and submission processes. Pennino and Partners, Houston, Tx – Account Coordinator July 2003 – September 2003 Wrote and distributed client and company news releases and other press materials. Executed national and local media pitches and maintained relationships between clients and the media. Developed targeted and effective media lists and briefing books based on research related to client objectives. City of Waco Parks & Recreation Department, Waco, Tx – Public Relations Assistant Intern June 2002 – May 2003 Wrote and edited press releases and copy for department literature. Designed and produced various marketing materials. Assisted Special Events Coordinator in planning and facilitation of multiple large-scale events for the city, the largest being an event attracting more than 40,000 participants. 28 Lillian Winston Los Angeles, CA |(415) 944-9401 |liwinston.sf@gmail.com Education University of California, Los Angeles, CA Graduated: June 2023 Bachelor of Arts, Sociology Minor: Professional Writing GPA: 3.7 April 2024 - Present Experience Boules Consulting, Remote, CA Project Assistant Write, edit, and factcheck grant proposals on behalf of various clients Assist with The Cheech Marin Center’s economic impact report by creating data instruments and analyzing the results Completed UC Riverside grant writing course Aided in winning a $600,000+ grant for client Nogales Psychological Counseling,Remote, CA October 2023 - Present Medical and Psychological Editor Proofread, edited, and fact checked workers’ compensation reports Juggle rush reports and regular reports to make sure everything is submitted as soon as possible Attended weekly Microsoft Teams meetings with writers, editors, and doctors Writing Programs,UCLA, CA June 2022 - September 2022 Writing Programs Intern Created and organized spreadsheets with student information Analyzed data from placement exam scores Answered the phone and various emails according with the Writing Programs' voice Abided by the Family Educational Rights Act (FERPA) BruinLife, UCLA, CA September 2021 - June 2023 Copy Intern Edited various articles for the BruinLife website and magazine using AP style grammar, punctuation and general formatting rules Attended biweekly staff meetings with the entirety of BruinLife Attended weekly meetings with just the copy staff Im)print Magazine, UCLA, CA September 2019 - June 2023 Vice President and Editor in Chief Lead weekly meetings, plan socials, interview applicants and market (Im)print via social media Wrote and edit my own articles as well as my peers’ Assisted in rebranding after separating from the parent organization by proposing a new name and creating a new logo Youth Art Exchange, San Francisco, CA January 2016 - June 2019 Youth Advisory Board Member and Intern Coordinated and led events with students as well as attended faculty and intern advisory board meetings, allowing me to act as a liaison between students and faculty Co-wrote and received grants that benefit the whole program Co-ran a social justice pop-up shop where I sold student art and facilitated public workshops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¶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nthony Boules Frontend Web Developer GitHub: https://github.com/tboules Portfolio: https://abouleswebdev.netlify.app Costa Mesa, CA 951) 314-9626 tboules@trinitydesignlabs.com SUMMARY The onslaught of the Covid pandemic presented an opportunity for me to pursue a career that I have always dreamed about. Working tirelessly, I have honed my skills in web development technologies across the board, especially React.JS, Gatsby, GraphQL, Node.js, SASS, and AWS services. Drawing from 10+ years of communication and client experience, I have been able to effectively understand exactly what my clients need to enhance their businesses and to deliver web products into happy hands using a customer-focused approach. DEVELOPER EXPERIENCE Boules Consulting Orange CA 2020-Present Through Boules Consulting’s subsidiary company Trinity Design Labs, I lead all web development, web content, and web support efforts for Boules Consulting’s government, corporate, and philanthropic clients. Managed end-to-end web development with a full service mindset Utilized a variety of front and back-end frameworks to meet each individual client’s needs Managed a team of graphic designers, content writers, and client stakeholders to ensure timely completion of project and customer satisfaction Dashreel Orange CA 2021 Dashreel is a progressive web application which includes a marketplace and video analysis player. The platform connects motivated athletes with professional coaches through a powerful video analysis and breakdown platform. Developed all code for the front end of the Dashreel client TECHNOLOGIES Front-End: HTML/CSS/JS - proficient React.js - proficient React Native - proficient Gatsby.js - proficient SASS - proficient TypeScript- working knowledge Styled Components - working knowledge Chakra UI -proficient Redux - proficient GraphQL -proficient Framer Motion -familiar Back-End: AWS - proficient Express.js - working knowledge Node.js - proficient MySQL - working knowledge MongoDB - working knowledge Firebase - proficient Git / GitLab - proficient Design: Figma - proficient 31 dashboard Refactored and reorganized code base to reflect modern React and programming best practices Wrote the live code for the development of the Dashreel video analysis player Managed application data using AWS services like DynamoDB, Cognito, s3, API Gateway, and others Coordinated meetings and grooming sessions within the development team EDUCATION University of California, Riverside B.A Religious Studies 2015 University of California, Riverside M.A Education, Single Subject English 2018 PAST WORK EXPERIENCE English Teacher Costa Mesa High School - Costa Mesa, CA 2018-2020 I taught Grades 8 - 11 in subjects such as English Language Arts and Reading intervention. I worked on a team of brilliant and creative educators to develop and revamp a English curriculum that would be relevant and effective in 2020. English Teacher Vista Del Lago High School - Moreno Valley, CA 2017-2018 I taught reading intervention in an award winning reading program. We helped students grow significantly in their reading abilities helping them to catch up to grade level. SKILLS Presentation Preparation Content delivery Research Evidence-based inquiry methods Communication Translation of complex subjects Team Work Respect Empathy Training and Educating Customer service Sales Product delivery Business Finance Client management 32 Dustin Ohman Burbank, WA - (509) 713-3811 -ohmandd@gmail.com Highly experienced and versatile professional with over 20 years of leadership in military and civilian sectors, specializing in process improvement, maintenance coordination, and strategic planning. I aim to contribute my abilities, exceptional problem-solving skills, and a commitment to excellence to your organization's success as a Project Coordinator. Educational Qualifications and Certifications BS in Management - Google PM: Pro-Cert - Lean/Six Sigma Green Belt Cert RELEVANT EXPERIENCE Boules Consulting, Riverside, CA - Business Development Associate March 2024 - Present Sets up, manages, and monitors project workflow for clients Provide contract administration for government contracts to ensure contract compliance and adequate deliverable reporting Assist in internal business development projects, such as developing SOP’s, optimizing operational process, and running weekly meetings Marine Corps Community Services, MCAS Iwakuni, Japan - Internal Control Analyst September 2011 - April 2013 Initiated and implemented enhancements in internal control mechanisms, streamlining operations and reducing financial discrepancies. Fostered teamwork across departments, ensuring a unified approach to internal controls and compliance. Marine Aviation Logistics Squadron 12, MCAS Iwakuni, Japan - Lean/Six Sigma Manager September 2011 - April 2013 Spearheaded Lean Six Sigma and Theory of Constraints projects. Led multiple projects from inception to completion, following the DMAIC process, ensuring timely delivery under budget, and fostering a continuous improvement culture. Led training programs in process improvement methodologies, significantly enhancing squadron capability and efficiency. Marine Aviation Logistics Squadron 26, Al Asad, Iraq - Mobile Maintenance Facility Coordinator August 2008 - March 2010 Orchestrated the redeployment of the mobile maintenance facilities (MMFs), from Iraq, ensuring a smooth redeployment of assets in their return to the United States. Directed a skilled maintenance team, to ensure the required tasks were completed for MMF redeployment. Implemented stringent quality control measures, to mitigate transportation risks during MMF redeployment. 33 Dustin Ohman Oversaw complex logistics for timely parts and supplies delivery, a crucial function in deployed environments. EDUCATION University of Phoenix Online, Phoenix, AZ - Bachelor of Science Graduated with a GPA of 3.31 (out of 4.0) and a degree in Management TRAINING Capstone:Applying PM in the Real World | Google Certifications - Coursera | April 2024 Agile Project Management | Google Certifications - Coursera | April 2024 Project Execution:Running the Project | Google Certifications - Coursera | April 2024 Project Planning: Putting It All Together | Google Certifications - Coursera | March 2024 Project Initiation: Starting a Successful Project | Google Cert - Coursera | March 2024 Foundations of Project Management | Google Certifications - Coursera | March 2024 Lean Six Sigma Green Belt | Naval Air Station Jacksonville, FL | June 2010 Staff NCO Academy Advanced | MCB Camp Lejeune, NC | June 2006 Instructor Course | Naval Air Station Pensacola, FL | June 2002 Avionics Technician, Class A1 | Air Technical Training Center Millington, TN | August 1991 Basic Military Training | Marine Corps Recruit Depot San Diego, CA | October 1990 VOLUNTEERING AND EXTRACURRICULARS Planning, Coordinating, and execution of a theological conference for the Davao Covenant Reformed Church (April 2024) Planned, organized and completed the rebuilding of my parent’s pump house (2022) REFERENCES Teresa Kainz - Co-Owner of Royal Acres Investments 360) 550-1715 -teresakainz@yahoo.com Eric Young - Locomotive Engineer for BNSF Railway (Co-worker) 910) 650-6498 -eric.d.young74@gmail.com Denice Strawn - Plant Manager for Portland General Electric (Past neighbor) 509) 521-4125 -kerryanddenice@gmail.com 34 BOULES CONSULTING Scale Your Impact www.BoulesConsulting.org San Luis Obispo RFQ for On-Call Communications Services April 7, 2025 Work Samples 1.Content Creation for Small Assignments a.Pennino and Partners Press Release b.Life and Land Magazine Feature Articles c.Pennino and Partners Book Copy 2.Website Content and Design a.Grace Social and Medical Services Website Additional Services 3.Data Analysis and Reporting a.City of Riverside Economic Impact Report- Executive Summary and Introduction 35 36 37 38 39 40 41 42 43 AN E C ON OMI C I MPAC T AN AL Y S I S C O N D U C T E D B Y B O U L E S C O N S U L T I NGJANUARY2025 44 January2025TheCheechEconomicImpactAnalysis Executive Summary The Cheech Marin Center for Chicano Art & Culture of the Riverside Art Museum (The Cheech) in Riverside, California, combines cultural celebration with economic impact. Originating from the success of the 2017 "Papel Chicano Dos" exhibition at the Riverside Art Museum, the Center officially opened in 2022 through a partnership between the City of Riverside, the Riverside Art Museum, and Cheech Marin. Housed in a 61,420-square-foot facility, The Cheech showcases over 500 works from prominent Chicano artists. Since its opening, The Cheech has become a cultural hub that attracts visitors from all over the world, supports local tourism, creates jobs, and contributes to Riverside's economic growth while promoting Chicano art. Approach & Methodology Summary The economic impact analysis of The Cheech used a combination of data sources, including visitor records, expenditure reports, and tax revenue data, to assess its contribution to Riverside's economy. IMPLAN software was employed to analyze visitor engagement and quantify economic impacts, while techniques like input-output modeling and economic forecasting, supported by Zenith Economics, evaluated direct, indirect, and induced effects. The analysis also examined spending patterns from non-local visitors and the economic contributions of special events hosted by the museum. Economic Impact Summary The Cheech has become a significant economic driver for Riverside, generating substantial economic benefits through both its operations and the tourism it attracts. Our analysis indicates that The Cheech’s operations and visitor spending contributed 29.0 million in cumulative total economic impact to the City’s economy. From June 2022 to June 2024, the museum exceeded its attendance goals, welcoming 227,932 visitors, with 89.6% of them coming from outside the area. Non-local visitors have greatly contributed to local spending, with $510K spent on lodging, 2.2M in restaurants, and $1.5M in retail, among other sectors. This spending is closely tied to the museum’s ability to attract year-round visitors, ensuring a steady flow of economic contributions that go beyond seasonal attractions. In addition to its tourism impact, The Cheech has made significant contributions to local employment and tax revenue. Major events like the May 2022 Benefit Concert and January 2023 Descubra Event increased demand in sectors such as hospitality and transportation. This surge in activity helped boost Hotel Transient Occupancy Tax revenues, which saw a 16.4% year-over-year increase, totaling 1.4M. The museum's construction spending of $13M provided a one-time economic boost, while ongoing operational spending further supports local businesses. Initiatives like partnerships with downtown Riverside businesses amplify the museum's role in community economic development, encouraging both tourism and local commerce. 5 45 The Cheech Economic Impact Analysis January 2025 Looking Ahead The Cheech Marin Center for Chicano Art and Culture in Riverside has significant growth potential to expand its cultural and economic impact as the city grows and diversifies. By strategically planning for the future and capitalizing on essential growth opportunities, The Cheech can continue to evolve as a central player in Riverside’s cultural development and a hub for community engagement. 6 46 January2025TheCheechEconomicImpactAnalysis Introduction The Cheech Marin Center for Chicano Art & Culture of the Riverside Art Museum represents more than just an art museum; it serves as a beacon of cultural pride, community engagement, and economic vitality. Located in the heart of Riverside, California, this unique institution is dedicated to celebrating the rich legacy of Chicano art and culture. Known colloquially as “The Cheech,” it provides a space where visitors can connect with diverse artistic expressions that reflect the history, struggles, and triumphs of the Chicano community. Established through a collaboration between the City of Riverside, the Riverside Art Museum (RAM), and renowned comedian and art collector Cheech Marin. The Cheech has rapidly become a significant cultural hub. Beyond contributing to the city’s cultural landscape, as we find in this report, The Cheech plays a vital role in Riverside's economy. This Economic Impact Analysis aims to quantify the contributions of The Cheech to the local economy. By examining its effects on employment, wages, tax revenue, and broader economic activity, this report highlights how the Center supports Riverside’s economic development and enhances its status in the cultural tourism sector. The Cheech’s opening in 2022 marked a major milestone in the city’s history. This analysis provides a clear understanding of how it has impacted Riverside’s economy and community, especially considering Cheech Marin’s pivotal role in advancing the visibility and appreciation of Chicano art. Background and context The Cheech Marin Center for Chicano Art & Culture originated from a groundbreaking exhibition at the Riverside Art Museum RAM) in 2017. Titled Papel Chicano Dos: Works on Paper from the Collection of Cheech Marin, this exhibit featured 65 works by 24 Chicano artists and quickly became one of RAM’s most successful events. Not only did the exhibit attract large crowds, but it also generated a significant increase in museum revenue—admission sales for the opening day and first month were three times higher than typical figures. This ignited the vision for a permanent space dedicated to Chicano art and culture, ultimately leading to the creation of The Cheech. The Cheech is housed in a 61,420-square-foot facility in downtown Riverside, California’s "City of Arts & Innovation." Its creation was made possible through a public-private partnership between the City of Riverside, the Riverside Art Museum, and Cheech Marin, one of the foremost collectors of Chicano art in the world. Marin’s extensive collection of 7 47 The Cheech Economic Impact Analysis January 2025 Chicano art, including paintings, sculptures, photography, and video art, was donated to RAM for display in the new center. Notable artists represented in the collection include Patssi Valdez, Sandy Rodriguez, Carlos Almaraz, Frank Romero, and Gilbert “Magú” Luján. Cheech Marin’s role in the art world is transformative. Over the span of more than 40 years, Marin has assembled a significant and influential collection of Chicano/a/x art, which he views as a crucial aspect of American art history. His motivation to challenge the historical exclusion of Chicano/a/x art from mainstream institutions is deeply rooted in his belief that Chicano/a/x art must be central to any comprehensive understanding of American art. Marin asserts that this movement represents one of the most significant in American art, and his goal has been to ensure that it is seen and celebrated—despite the challenges and systemic barriers that have historically hindered its recognition. For Marin, building a platform for Chicano/a/x art is both a passion and a duty to his community, and through his work, he aims to uplift and honor the many powerful artists within the Chicano/a/x community. Marin’s collection has traveled extensively, with The Cheech Marin Collection having been exhibited at over 50 contemporary art institutions across the United States. This tour has not only generated record-breaking attendance at major museums but has also encouraged those institutions to reconsider their engagement with Chicano/a/x art. The collection’s ability to draw large and diverse audiences has sparked a broader reevaluation of how cultural institutions approach Chicano/a/x art. The Cheech officially opened in June 2022, marking a cultural milestone for Chicano Arts and Culture in Riverside. The museum offers access to a world-class collection that celebrates Chicano heritage and serves as a dynamic space for ongoing cultural programming, educational initiatives, and community engagement. Over 500 works gifted by Marin now reside at the Riverside Art Museum, solidifying the center as a pivotal institution in the recognition and celebration of Chicano/a/x art. While the museum’s cultural and social impact is widely recognized, its economic role is equally significant. Museums, especially those focused on underrepresented cultural perspectives, stimulate local economies through tourism, job creation, and business activity. By measuring The Cheech’s economic footprint, this analysis will provide insights into how the museum supports Riverside’s economic growth and development. This report aims to assess The Cheech’s economic contributions to Riverside’s local economy. The analysis covers direct impacts, such as jobs and wages created through museum operations or visitor expenditures, as well as indirect and induced effects. It also explores the museum’s contribution to local tax revenue, which helps fund public services and infrastructure. Ultimately, this report aims to provide an evidence-based assessment of The Cheech’s role in fostering economic and cultural growth. Ultimately, this report aims to help the City of Riverside and its partners be informed to leverage the museum’s potential for continued revitalization and sustainable progress, underscoring The Cheech as a key economic driver that creates jobs and generates revenue for the community. 8 48 BOULES CONSULTING Scale Your Impact www.BoulesConsulting.org San Luis Obispo RFQ for On-Call Communications Services April 7, 2025 F ADDITIONAL SERVICES Website Development and Support With an in-house web developer on staff, Boules Consulting offers full website development services, including both front-end design and back-end infrastructure. We specialize in building user-friendly, accessible, and responsive websites for public-sector clients. This includes page layout, content structure, SEO optimization, and integration with existing CMS platforms. Because our communications and web teams work hand-in-hand, we ensure that your content is not only well written but also implemented with technical precision and ease of use for both staff and residents. Community Engagement We offer comprehensive, equity-informed community engagement services to ensure that City projects are guided by the voices of those they impact. Our engagement services include the design and facilitation of public meetings, stakeholder interviews, digital engagement campaigns, and culturally relevant outreach strategies. We prioritize inclusion and accessibility in every engagement, and we specialize in converting community input into actionable insights that inform both strategy and messaging. Data Analysis and Reporting Boules Consulting offers in-house data analysis and reporting capabilities that extend beyond traditional communications services. Our team is skilled in both qualitative and quantitative research, including survey design, data visualization, and the development of public-facing reports. We specialize in translating complex datasets into accessible, plain-language content for community members, media, and policymakers. This service eliminates the need for multiple vendors and allows the City to benefit from an integrated approach—from data collection to public communication. These additional services reflect our commitment to being a comprehensive, end-to-end partner for the City of San Luis Obispo. By combining communications, technical, and analytical expertise under one roof, Boules Consulting provides a cost-effective, streamlined solution that maximizes value and impact. 49 BOULES CONSULTING Scale Your Impact www.BoulesConsulting.org San Luis Obispo RFQ for On-Call Communications Services April 7, 2025 J. Proposal Submittal Form K. References L. Statement of Past Contract Disqualifications 50 9 - J: PROPOSAL SUBMITTAL FORM - Sample The undersigned declares that she or he: Has carefully examined [____________], which is hereby made a part of this proposal. Is thoroughly familiar with its contents. Is authorized to represent the proposing firm. Agrees to perform the work as set forth in this proposal. q Certificate of insurance attached; insurance company’s A.M. Best rating: __________________. Firm Name and Address Contact Phone Signature of Authorized Representative Date Boules Consulting 555 Anton Blvd, Suite 150, Costa Mesa, CA, 92626 Marianne Boules, CEO 818-599-2692 April 7 2025 RFQ for On Call Communications See Insurance Documents Attached 51 10- K.REFERENCES Number of years engaged in providing the services included within the scope of the specifications under the present business name: . Describe fully the last three contracts performed by your firm 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: Agency Name Contact Name Telephone & Email Street Address City, State, Zip Code Description of services provided including contract amount, when provided and project outcome Reference No. 2: Agency Name Contact Name Telephone & Email Street Address City, State, Zip Code Description of services provided including contract amount, when provided and project outcome 7 City of Riverside Margery Haupt, Deputy Director of Parks, Recreation, and Community 951-313-7541, MHaupt@riversideca.gov 3900 Main St. Type text here Developed and wrote an Economic Impact Report on behalf of the City, including developing an economic strategy, methodology, and assessment plan. State of Oregon Higher Education Coordinating Commission Sarah Shinn, Contract Administrator Sarah.Shinn@hecc.oregon.gov, 503-378-5690 3225 25th Street SE Provided written consulting & key messaging to nonprofit organizations interested in pursuing funding from HECC; assisted 15 nonprofit organizations in securing over $10 million in grant funds. Salem, OR 97302 52 11- Reference No. 3 Agency Name Contact Name Telephone & Email Street Address City, State, Zip Code Description of services provided including contract amount, when provided and project outcome Conducted interview, research, and editing services. This included developing, distributing, and collecting surveys; analyzing results; and developing a final Recommendation Report based on survey findings that were presented to the California State Assembly. Sacramento, CA 95811 California Department of Corrections and Rehabilitation Sydney Tanimoto Sydney.Tanimoto@cdcr.ca.gov, 916-324-7308 1515 S St #101n, 53 12- L.STATEMENT OF PAST CONTRACT DISQUALIFICATIONS The proposer 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 Proposer Representative April 7 2025 5:06 PM 54 55