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Home My WebLink Aboutemails with attachmentsFrom:Richard Bernard To:Catherine V. Lew; Hermann, Greg Subject:Introduction Lew Edwards group and City of San Luis Obispo Date:Tuesday, October 29, 2019 12:23:59 PM Attachments:image001.png Hi Catherine and Greg. I wanted to introduce each other. Catherine, a while back I mentioned that SLO would be interested in chatting with you. They have a very special need that I think your firm can provide. Greg- Catherine’s work number is 510-594-0224 Catherine – Greg’s work number is 805-781-7194 Though, knowing that you are both not always in your offices, e-mail might be the first step. Best, Richard Bernard, Ph.D. Partner Fairbank, Maslin, Maullin, Metz & Associates 12100 Wilshire Blvd., Ste. 350 Los Angeles, CA 90025 310) 828-1183 X1 bernard@fm3research.com www.fm3research.com FM3 From:Hermann, Greg To:Catherine V. Lew Bcc:Richard Bernard Subject:RE: Introduction Lew Edwards group and City of San Luis Obispo Date:Tuesday, October 29, 2019 3:43:38 PM Attachments:image001.png Thanks very much Richard and moving you to BCC. Hi Catherine, I’d love to chat briefly (15 minutes) this week about where we are at and get your thoughts. I’m happy to make myself available based on your schedule. Thanks and looking forward to speaking soon. Greg From: Richard Bernard <bernard@fm3research.com> Sent: Tuesday, October 29, 2019 12:24 PM To: Catherine V. Lew <catherine@lewedwardsgroup.com>; Hermann, Greg GHermann@slocity.org> Subject: Introduction Lew Edwards group and City of San Luis Obispo Hi Catherine and Greg. I wanted to introduce each other. Catherine, a while back I mentioned that SLO would be interested in chatting with you. They have a very special need that I think your firm can provide. Greg- Catherine’s work number is 510-594-0224 Catherine – Greg’s work number is 805-781-7194 Though, knowing that you are both not always in your offices, e-mail might be the first step. Best, Richard Bernard, Ph.D. Partner Fairbank, Maslin, Maullin, Metz & Associates 12100 Wilshire Blvd., Ste. 350 Los Angeles, CA 90025 310) 828-1183 X1 bernard@fm3research.com www.fm3research.com FM3 From:Catherine To:Hermann, Greg Subject:Re: Introduction Lew Edwards group and City of San Luis Obispo Date:Wednesday, October 30, 2019 10:00:21 AM Awesome to e-meet you, Greg! SLO is actually a former client (sales tax #1). Let me check the schedule and loop back with you soon—a bit harried at the moment due to local PGE outage issues. Dictated/sent from my iPhone. Please excuse typos and brevity. On Oct 29, 2019, at 3:43 PM, Hermann, Greg <GHermann@slocity.org> wrote: Thanks very much Richard and moving you to BCC. Hi Catherine, I’d love to chat briefly (15 minutes) this week about where we are at and get your thoughts. I’m happy to make myself available based on your schedule. Thanks and looking forward to speaking soon. Greg From: Richard Bernard <bernard@fm3research.com> Sent: Tuesday, October 29, 2019 12:24 PM To: Catherine V. Lew <catherine@lewedwardsgroup.com>; Hermann, Greg GHermann@slocity.org> Subject: Introduction Lew Edwards group and City of San Luis Obispo Hi Catherine and Greg. I wanted to introduce each other. Catherine, a while back I mentioned that SLO would be interested in chatting with you. They have a very special need that I think your firm can provide. Greg- Catherine’s work number is 510-594-0224 Catherine – Greg’s work number is 805-781-7194 Though, knowing that you are both not always in your offices, e-mail might be the first step. Best, Richard Bernard, Ph.D. Partner Fairbank, Maslin, Maullin, Metz & Associates image001.png> 12100 Wilshire Blvd., Ste. 350 Los Angeles, CA 90025 310) 828-1183 X1 bernard@fm3research.com www.fm3research.com FM3 From:Hermann, Greg To:Catherine Subject:RE: Introduction Lew Edwards group and City of San Luis Obispo Date:Wednesday, October 30, 2019 11:33:35 AM Thanks so much Catherine and great to know we are a former client! Sorry you have to deal with the outage. Please feel free to get back to me whenever is convenient including just give me a call on my cell (if you have a few free minutes. I’m usually able to answer. Thanks again. Greg From: Catherine <catherine@lewedwardsgroup.com> Sent: Wednesday, October 30, 2019 10:00 AM To: Hermann, Greg <GHermann@slocity.org> Subject: Re: Introduction Lew Edwards group and City of San Luis Obispo Awesome to e-meet you, Greg! SLO is actually a former client (sales tax #1). Let me check the schedule and loop back with you soon—a bit harried at the moment due to local PGE outage issues. Dictated/sent from my iPhone. Please excuse typos and brevity. On Oct 29, 2019, at 3:43 PM, Hermann, Greg <GHermann@slocity.org> wrote: Thanks very much Richard and moving you to BCC. Hi Catherine, I’d love to chat briefly (15 minutes) this week about where we are at and get your thoughts. I’m happy to make myself available based on your schedule. Thanks and looking forward to speaking soon. Greg From: Richard Bernard <bernard@fm3research.com> Sent: Tuesday, October 29, 2019 12:24 PM To: Catherine V. Lew <catherine@lewedwardsgroup.com>; Hermann, Greg GHermann@slocity.org> Subject: Introduction Lew Edwards group and City of San Luis Obispo Hi Catherine and Greg. I wanted to introduce each other. Catherine, a while back I mentioned that SLO would be interested in chatting with you. They have a very special need that I think your firm can provide. Greg- Catherine’s work number is 510-594-0224 Catherine – Greg’s work number is 805-781-7194 Though, knowing that you are both not always in your offices, e-mail might be the first step. Best, Richard Bernard, Ph.D. Partner Fairbank, Maslin, Maullin, Metz & Associates image001.png> 12100 Wilshire Blvd., Ste. 350 Los Angeles, CA 90025 310) 828-1183 X1 bernard@fm3research.com www.fm3research.com From:Catherine Lew To:Hermann, Greg Subject:RE: Introduction Lew Edwards group and City of San Luis Obispo Date:Friday, November 1, 2019 12:11:29 PM Attachments:LEG.2016.Wins.pdf 2019.SalesTax.TrackRecord.pdf LEG 2018 release.pdf SAMPLE.SLO#1.6.pdf SAMPLE.1_Santa Maria 11x17 mailer_v4.pdf TGIF, Greg! Sorry that I missed you when I rang a few minutes ago. In the meantime, besides our website (www.lewedwardsgroup.com) I thought you would find the attached resources helpful—on this email, I’ve included recent cycle sheets and sample communications products from LEG’s Y-06 collaboration with SLO, and our 2018 work with the City of Santa Maria, another long time LEG client 5 attachments). We are currently representing the cities of Morro Bay and Paso Robles. Besides SLO and these others, we’ve also quarterbacked wins for Cuesta College and Grover Beach. Do you want to try to schedule a time to speak so we can connect? Warmly, Catherine From: Hermann, Greg <GHermann@slocity.org> Sent: Wednesday, October 30, 2019 11:34 AM To: Catherine <catherine@lewedwardsgroup.com> Subject: RE: Introduction Lew Edwards group and City of San Luis Obispo Thanks so much Catherine and great to know we are a former client! Sorry you have to deal with the outage. Please feel free to get back to me whenever is convenient including just give me a call on my cell (if you have a few free minutes. I’m usually able to answer. Thanks again. Greg From: Catherine <catherine@lewedwardsgroup.com> Sent: Wednesday, October 30, 2019 10:00 AM To: Hermann, Greg <GHermann@slocity.org> Subject: Re: Introduction Lew Edwards group and City of San Luis Obispo Awesome to e-meet you, Greg! SLO is actually a former client (sales tax #1). Let me check the schedule and loop back with you soon—a bit harried at the moment due to local PGE outage issues. Dictated/sent from my iPhone. Please excuse typos and brevity. On Oct 29, 2019, at 3:43 PM, Hermann, Greg <GHermann@slocity.org> wrote: Thanks very much Richard and moving you to BCC. Hi Catherine, I’d love to chat briefly (15 minutes) this week about where we are at and get your thoughts. I’m happy to make myself available based on your schedule. Thanks and looking forward to speaking soon. Greg From: Richard Bernard <bernard@fm3research.com> Sent: Tuesday, October 29, 2019 12:24 PM To: Catherine V. Lew <catherine@lewedwardsgroup.com>; Hermann, Greg GHermann@slocity.org> Subject: Introduction Lew Edwards group and City of San Luis Obispo Hi Catherine and Greg. I wanted to introduce each other. Catherine, a while back I mentioned that SLO would be interested in chatting with you. They have a very special need that I think your firm can provide. Greg- Catherine’s work number is 510-594-0224 Catherine – Greg’s work number is 805-781-7194 Though, knowing that you are both not always in your offices, e-mail might be the first step. Best, Richard Bernard, Ph.D. Partner Fairbank, Maslin, Maullin, Metz & Associates image001.png> 12100 Wilshire Blvd., Ste. 350 Los Angeles, CA 90025 310) 828-1183 X1 bernard@fm3research.com www.fm3research.com LEW EDWARDS GROUP SALES TAX SUCCESSES—112 ENACTMENTS City of Arvin SUCCESSFUL General Purpose Sales Tax City of Arcadia SUCCESSFUL General Purpose Sales Tax City of Antioch SUCCESSFUL General Purpose Sales Tax City of Bakersfield SUCCESSFUL General Purpose Sales Tax City of Belmont SUCCESSFUL General Purpose Sales Tax City of Benicia SUCCESSFUL General Purpose Sales Tax City of Burlingame SUCCESSFUL General Purpose Sales Tax City of Campbell SUCCESSFUL General Purpose Sales Tax City of Cathedral City SUCCESSFUL General Purpose Sales Tax SUCCESSFUL General Purpose Sales Tax Renewal City of Ceres SUCCESSFUL Public Safety Sales Tax City Chowchilla SUCCESSFUL Public Safety Sales Tax City of Clovis SUCCESSFUL Public Safety Sales Tax City of Concord SUCCESSFUL General Purpose Sales Tax SUCCESSFUL General Purpose Sales Tax Renewal City of Cotati SUCCESSFUL General Purpose Sales Tax SUCCESSFUL General Purpose Sales Tax Increase/Renewal City of Dinuba SUCCESSFUL Public Safety Sales Tax City of East Palo Alto SUCCESSFUL General Purpose Sales Tax City of El Cerrito SUCCESSFUL Streets/Roads Sales Tax SUCCESSFUL General Purpose Sales Tax SUCCESSFUL General Purpose Sales Tax Increase/Renewal City of Fairfield SUCCESSFUL General Purpose Sales Tax City of Fountain Valley SUCCESSFUL General Purpose Sales Tax County of Fresno SUCCESSFUL Zoo Sales Tax SUCCESSFUL Zoo Sales Tax Renewal City of Galt SUCCESSFUL Public Safety Sales Tax City of Garden Grove SUCCESSFUL General Purpose Sales Tax City of Grover Beach SUCCESSFUL General Purpose Sales Tax City of Hercules SUCCESSFUL General Purpose Sales Tax SUCCESSFUL General Purpose Sales Tax Renewal City of Hollister SUCCESSFUL General Purpose Sales Tax Renewal County of Humboldt SUCCESSFUL General Purpose Sales Tax SUCCESSFUL General Purpose Sales Tax Renewal County of Imperial SUCCESSFUL Streets/Roads Sales Tax City of Indio SUCCESSFUL General Purpose Sales Tax City of Inglewood SUCCESSFUL General Purpose Sales Tax City of La Habra SUCCESSFUL General Purpose Sales Tax City of La Mesa SUCCESSFUL General Purpose Sales Tax City of La Mirada SUCCESSFUL General Purpose Sales Tax City of La Palma SUCCESSFUL General Purpose Sales Tax City of Lakeport SUCCESSFUL General Purpose Sales Tax City of Larkspur SUCCESSFUL General Purpose Sales Tax SUCCESSFUL General Purpose Sales Tax Increase/Renewal City of Lathrop SUCCESSFUL General Purpose Sales Tax City of Lawndale SUCCESSFUL General Purpose Sales Tax City of Los Banos SUCCESSFUL Public Safety Sales Tax SUCCESSFUL Public Safety Measure Renewals (2) SUCCESSFUL General Purpose Sales Tax City of Manteca SUCCESSFUL Public Safety Sales Tax City of Marina SUCCESSFUL General Purpose Sales Tax Renewal City of Martinez SUCCESSFUL General Purpose Sales Tax City of Menifee SUCCESSFUL General Purpose Sales Tax Town of Moraga SUCCESSFUL General Purpose Sales Tax City of Morro Bay SUCCESSFUL General Purpose Sales Tax City of National City SUCCESSFUL General Purpose Sales Tax Renewal County of Nevada SUCCESSFUL Library Sales Tax Renewal City of Novato SUCCESSFUL General Purpose Sales Tax SUCCESSFUL General Purpose Sales Tax Renewal City of Palm Springs SUCCESSFUL General Purpose Sales Tax City of Pasadena SUCCESSFUL General Purpose Sales Tax City of Pinole SUCCESSFUL General Purpose Sales Tax City of Placentia SUCCESSFUL General Purpose Sales Tax City of Pleasant Hill SUCCESSFUL General Purpose Sales Tax City of Port Hueneme SUCCESSFUL General Purpose Sales Tax City of Porterville SUCCESSFUL Public Safety Sales Tax SUCCESSFUL General Purpose Sales Tax City of Rancho Cordova SUCCESSFUL General Purpose Sales Tax City of Reedley SUCCESSFUL Public Safety Sales Tax City of Ridgecrest SUCCESSFUL General Purpose Sales Tax SUCCESSFUL General Purpose Sales Tax Increase/Renewal City of Rohnert Park SUCCESSFUL General Purpose Sales Tax SUCCESSFUL Sales Tax Renewal City of Roseville SUCCESSFUL General Purpose Sales Tax City of San Jose SUCCESSFUL General Purpose Sales Tax City of San Leandro SUCCESSFUL General Purpose Sales Tax SUCCESSFUL General Purpose Sales Tax Increase/Renewal City of San Luis Obispo SUCCESSFUL General Purpose Sales Tax City of San Mateo SUCCESSFUL General Purpose Sales Tax Renewal City of Sanger SUCCESSFUL Public Safety Sales Tax SUCCESSFUL Public Safety Sales Tax Renewal County of Santa Cruz SUCCESSFUL Library Sales Tax Renewal City of Santa Maria SUCCESSFUL General Purpose Sales Tax SUCCESSFUL General Purpose Sales Tax Increase/Renewal City of Santa Rosa SUCCESSFUL General Purpose Sales Tax Renewal City of Sausalito SUCCESSFUL General Purpose Sales Tax City of Seaside SUCCESSFUL General Purpose Sales Tax SUCCESSFUL General Purpose Sales Tax Increase/Renewal City of Selma SUCCESSFUL Public Safety Sales Tax City of St. Helena SUCCESSFUL General Purpose Sales Tax County of Sonoma SUCCESSFUL Library Sales Tax City of South Gate SUCCESSFUL General Purpose Sales Tax City of South San Francisco SUCCESSFUL General Purpose Sales Tax City of Stanton SUCCESSFUL General Purpose Sales Tax City of Stockton SUCCESSFUL Public Safety Sales Tax SUCCESSFUL Library Sales Tax City of Suisun City SUCCESSFUL General Purpose Sales Tax City of Temecula SUCCESSFUL General Purpose Sales Tax City of Tracy SUCCESSFUL General Purpose Sales Taxes (2) County of Tulare SUCCESSFUL Streets/Roads Sales Tax City of Union City SUCCESSFUL General Purpose Sales Tax Renewal City of Vallejo SUCCESSFUL General Purpose Sales Tax City of Visalia SUCCESSFUL Public Safety Sales Tax SUCCESSFUL General Purpose Sales Tax City of Vista SUCCESSFUL General Purpose Sales Tax City of Wasco SUCCESSFUL General Purpose Sales Tax City of Westminster SUCCESSFUL General Purpose Sales Tax City of Wildomar SUCCESSFUL General Purpose Sales Tax County of Yuba SUCCESSFUL General Purpose Sales Tax Town of Yucca Valley SUCCESSFUL General Purpose Sales Tax SUCCESSFUL Sewer Sales Tax 2019/2020 Sales Tax Clients City of Alhambra City of Merced City of Azusa County of Merced City of Citrus Heights City of Moorpark Town of Colma City of Moreno Valley City of Concord City of Morro Bay City of Cotati City of Oxnard City of Daly City City of Paso Robles City of Fremont County of Placer City of Gardena City of San Bruno City of Half Moon Bay City of Suisun City City of La Habra City of Torrance City of Lake Elsinore City of Westminster City of Lakewood City of Wheatland City of Menifee FOR IMMEDIATE RELEASE CONTACT: Catherine Lew, Esq. December 7, 2018 Co-Founder (510) 594-0224 x 261 2017-2018 ELECTION CYCLE HIGHLIGHTS WINS FOR SCHOOLS, LOCAL GOVERNMENT & CANDIDATES 2018 HIGHLIGHTS City of Pasadena Sales Tax Measure Raises $21 million/year SUCCESSFUL County of Yuba 1¢ Sales Tax Measure Raises $4.3 million/year SUCCESSFUL Southern Marin Fire Protection District Parcel Tax for Fire Protection & Emergency Medical Services Raises $3 million annually SUCCESSFUL Peralta Community College District GO Bond – Yes on G/$800 million Parcel Tax – Yes on E/$8 million/year BOTH SUCCESSFUL Hakeem Brown Vallejo City Council ELECTED Appointed Councilmember Julia Mates Belmont City Council ELECTED City of Canyon Lake 3.95% UUT Renewal Protects $12 Million annually SUCCESSFUL City of Daly City Business License Tax, Cannabis Business Tax, Transient Occupancy Tax Raises $1.2 million/yr ALL SUCCESSFUL Mt. San Antonio College General Obligation Bond – Yes on GO 750 Million SUCCESSFUL El Monte Union High School District General Obligation Bond – Yes on HS 190 million SUCCESSFUL Tahoe-Truckee Unified – YES on AA Parcel Tax Renewal SUCCESSFUL Maintains $5.6 Million/year Vallejo Flood & Wastewater District Prop. 218 Increase SUCCESSFUL Alameda Firefighters Association Councilmember Jim Oddie RE-ELECTED Councilmember John Knox White ELECTED School Board Trustee Mia Bonta ELECTED City of Antioch Sales Tax Renewal at 1¢ rate Raises $14 million annually SUCCESSFUL City of Garden Grove 1¢ Sales Tax Measure Raises $19 million annually SUCCESSFUL City of Roseville 1/2¢ Sales Tax Measure Raises $18.4 million annually SUCCESSFUL City of Belmont Transient Occupancy Tax Raises $560,000 annually SUCCESSFUL City of Sausalito Transient Occ Tax, Business License Tax Raising $1.2 million/yr ALL SUCCESSFUL West Valley-Mission CCD General Obligation Bond – Yes on W 698 million SUCCESSFUL Board President Aimee Eng ELECTED Dr. Gary Yee ELECTED Oakland Unified School District Board Trustee Julina Bonilla RE -ELECTED Peralta Community College District Board Supervisor Richard Valle RE-ELECTED Alameda County Board of Supervisors City of Porterville 1¢ Sales Tax Measure Raises $6 million annually SUCCESSFUL City of Merced Cannabis Business Tax Raises $1 million annually SUCCESSFUL City of Rolling Hills Estates BLT Update Generates $200,000 annually SUCCESSFUL City of Port Hueneme 1¢ Sales Tax Measure Raises $1.8 million annually SUCCESSFUL City of Santa Clara Cannabis Business Tax Raises $2.2 million annually SUCCESSFUL City of Temple City Consolidate Elections Issue SUCCESSFUL County of Nevada Cannabis Business Tax Raises up to $3 million/yr SUCCESSFUL City of Placentia 1¢ Sales Tax Measure Raises $5 million annually SUCCESSFUL City of Santa Maria Sales Tax Renewal at a 1¢ rate Raises $18 Million annually SUCCESSFUL Town of Yucca Valley Zoning Control Measure SUCCESSFUL City of Martinez 1/2¢ Sales Tax Measure Raises $3.2 million annually SUCCESSFUL City of Wildomar 1¢ Sales Tax Measure Raises $1.7 million annually SUCCESSFUL City of Moreno Valley Cannabis Business Tax Raises $2.2 million annually SUCCESSFUL City of Union City Cannabis Business Tax Raises $1.4 million annually SUCCESSFUL City of Milpitas Transient Occupancy Tax Raises $5.2 million annually SUCCESSFUL City of Bakersfield 1¢ Local Sales Tax Raises $50 Million annually SUCCESSFUL County of Humboldt 1/2¢ Sales Tax Renewal Measure Protects $12 million annually SUCCESSFUL City of Los Banos 1/2¢ Sales Tax Measure Raises $2.5 million annually SUCCESSFUL City of Lawndale Sales Tax Measure Raises $2.1 million annually SUCCESSFUL California Teachers Association Multiple winning County and local School Board candidates were ELECTED City of Chowchilla 1¢ Sales Tax Measure Raises $1.3 Million annually SUCCESSFUL SELECTED 2017 HIGHLIGHTS City of Burlingame 1/4¢ Local Sales Tax Raises $2 Million annually SUCCESSFUL City of Desert Hot Springs Parcel Tax and UUT Renewals, Protecting 4.8 Million annually BOTH SUCCESSFUL Eric Rodriguez San Mateo City Council ELECTED City of Larkspur Sales Tax Renewal at ¾ cent rate Raises $1.65 Million SUCCESSFUL Rancho Santa Fe Homeowners Assn. High Speed Internet Vote SUCCESSFUL City of Seaside 1/2¢ Sales Tax and Cannabis Measures Raising $2.2 Million/yr BOTH SUCCESSFUL FOR IMMEDIATE RELEASE CONTACT: Catherine Lew, Esq. November 17, 2016 President & CEO (510) 594-0224 x 261 IN LARGEST ELECTION CYCLE EVER, LEW EDWARDS GROUP CLOSES 2016 WITH 68 WINS List Highlights) Oakland Unified School District - YES on G1 Parcel Tax for Teachers & Enrichment Raises $12.4 Million annually SUCCESSFUL Long Beach Unified School District General Obligation Bond 1.5 Billion SUCCESSFUL Long Beach Community College District General Obligation Bond – YES on LB 850 Million SUCCESSFUL County of Humboldt Commercial Marijuana Cultivation Ordinance Raises $7.3 Million annually SUCCESSFUL Karen Weinstein ELECTED Peralta Colleges Trustee, District 6 Jane Parker RE-ELECTED Monterey County Supervisor San Jose – Evergreen Comm. College Dist. General Obligation Bond – YES on X 748 Million SUCCESSFUL City of San Jose cent local sales tax Raises $40 Million annually SUCCESSFUL Fremont Unified School District Successful Parcel Tax Increase—YES on I Raises $4.3 Million annually SUCCESSFUL City of San Leandro Business License, Marijuana, TOT Measures Raises $1.5 Million annually SUCCESSFUL City of Santa Rosa Sales Tax Extension/$8M yr SUCCESSFUL Public Safety Tax Update SUCCESSFUL San Juan Unified School District General Obligation Bond - YES on P 750 Million SUCCESSFUL City of Cathedral City Charter City Measure SUCCESSFUL Cannabis Business Tax Update SUCCESSFUL Kern Community College District General Obligation Bond - YES on J 502.8 Million SUCCESSFUL Butte College General Obligation Bond - YES on J 190 Million SUCCESSFUL Alamedans United Councilmember Malia Vella ELECTED Councilmember Marilyn Ashcraft ELECTED School Board Trustee Gray Harris ELECTED City of Westminster One Cent Local Sales Tax Raises $14 Million annually SUCCESSFUL City of Stanton Initiative Communications SUCCESSFUL Term Limits Measure SUCCESSFUL City of Indio One Cent Local Sales Tax Measure Raises $8.5 Million annually SUCCESSFUL Etiwanda School District General Obligation Bond – YES on I 137 million SUCCESSFUL Central Union High School District General Obligation Bond 30 Million SUCCESSFUL Alhambra Unified School District 149 Million GO Bond SUCCESSFUL 110 million GO Bond SUCCESSFUL James Harris RE-ELECTED Oakland Unified School Board President Jumoke Hinton-Hodge RE-ELECTED Oakland Unified School Board Director Rodeo – Hercules Fire Protection District Fire Safety Parcel Tax Raises $2.5 Million annually SUCCESSFUL City of Pleasant Hill Cent Local Sales Tax Raises $4 Million annually SUCCESSFUL City of Sanger Public Safety Sales Tax Extension Protects $1.9 million annually SUCCESSFUL City of Marina Business License Tax Update Raises $900,000 annually SUCCESSFUL City of Union City Public Safety Parcel Tax Extension Protects $4.1 Million/year SUCCESSFUL City of Lakeport One Cent Local Sales Tax Raises $1.5 Million/year SUCCESSFUL Paramount Unified School District General Obligation Bond 106 Million SUCCESSFUL City of Ridgecrest Local Sales Tax Extension/Increase Raises $4 Million annually SUCCESSFUL City of Wasco One Cent Local Sales Tax Raises $1.1 Million annually SUCCESSFUL City of Hollister One Cent Local Sales Tax Extension Protects $4.5 Million/year SUCCESSFUL City of Belmont cent Local Sales Tax Raises $1.3 Million annually SUCCESSFUL City of Temple City Term Limits/Council Extension Measure SUCCESSFUL County of Nevada Library Sales Tax Renewal Protects $3.6 Million annually SUCCESSFUL City of Fountain Valley One Cent Local Sales Tax Raises $11.5 Million SUCCESSFUL City of Moreno Valley Transient Occupancy Tax Measure Raises $650 Million annually SUCCESSFUL Cordova Recreation & Park District Comm. Facilities Dist. Recreation & Park Tax Raises $1.8 Million annually SUCCESSFUL Apple Valley Fire Protection District Fire Safety/911 Tax Renewal/Increase Raises $4.8 Million annually SUCCESSFUL Barstow Unified School District General Obligation Bond-YES on F 39 Million SUCCESSFUL City of Visalia Cent Local Sales Tax Measure Raises $10.8 Million/annually SUCCESSFUL City of Palm Desert Transient Occupancy Tax Measure Raises $2.2 Million annually SUCCESSFUL City of La Palma One Cent Local Sales Tax Raises $1.5 Million annually SUCCESSFUL City of Menifee One Cent Local Sales Tax Raises $6.2 Million annually SUCCESSFUL Ontario Montclair School District General Obligation Bond 150 Million SUCCESSFUL Paso Robles Joint Unified School District General Obligation Bond 95 Million SUCCESSFUL Town of Yucca Valley Local General Sales Tax SUCCESSFUL Local Sewer Sales Tax Measure SUCCESSFUL City of East Palo Alto 1/2 Cent Local Sales Tax Raises $1.8 Million annually SUCCESSFUL Lodi Unified School District General Obligation Bond 281 Million SUCCESSFUL People for Libraries & Literacy – YES on M Stockton Library ¼ cent Sales Tax Raises $9 Million annually SUCCESSFUL City of St. Helena Cent Local Sales Tax Raises $1.4 Million year SUCCESSFUL City of Tracy 1/2 Cent Local Sales Tax Raises $7 Million annually SUCCESSFUL County of Sonoma Library Sales Tax Measure Raises $10 Million/year SUCCESSFUL Mountain Community Health Services Emergency Room Parcel Tax Renewal Protects $825,000 annually SUCCESSFUL Chino Valley Unified School District General Obligation Bond – Yes on G 750 Million SUCCESSFUL City of Temecula 1 Cent Sales Tax Raises $23 Million annually SUCCESSFUL Information provided for informational purpose only. The City of Santa Maria does not advocate a yes or no vote on Measure U. INFORMATION ABOUT MEASURE U2018 On July 3rd, the Santa Maria City Council unanimously voted to place Measure U on the November 2018 ballot to extend and protect Santa Maria’s existing voter-approved public safety and quality of life funding. Over the last 25 years, Sacramento has taken over $55,000,000 in local funds from Santa Maria. If approved, Measure U extends and protects over $18,000,000 annually in local funding that cannot be taken by the State. If enacted, Measure U extends funding for police protection, gang and drug suppression, and at-risk youth services, among other local priorities. Measure U includes strict fiscal accountability provisions, including a citizen’s oversight committee, independent annual audits, and yearly reports back to the community to ensure funds are spent as promised. If you are not registered to vote, please visit: www.registertovote.ca.gov. If you are an absentee voter and don’t receive your mail ballot the week of October 8th, please contact the County Elections Division at: (805) 346-8374 If you don’t know where your precinct is, please visit: www.sbcassessor.com/ SampleballotandPollPlaceLookup/. For More Information About Measure U, Visit: www.cityofsantamaria.org/MeasureU Dear Neighbor, For nearly a year, the City staff has engaged th o us and s o f Sa nta Ma ri a residents around their public safety and quality of li fe p r i or it i e s Th e public safety local priorities identified by your neig hb o r s i n c lude Increasing the number of police officers in g a ng suppre ss i on and crime prevention efforts Maintaining fast 911 emergency response time s Staffing all fire stations with the appropriate n u m b e r o f police of ficers Maintaining at-risk youth programs and gang sup pre s s io n and enforcement efforts Over the past few years, Measure U provided vi tal s upp or t for t he Ci t y s v it a l ser v ice s Unfortunately, over the last 25 years, Sacramen to h a s t a ke n mo re t han 5 5 0 00 0 00 in Santa Maria’s local funding. If extended by voters, Mea s u re U wo uld pro te c t the C it y s ex is ti n g voter-approved funding for public safety and q ua lit y of life ser vi ce s at t he one ce nt r at e Our police officers have done an excellent job keep i ng t he co mmu n it y safe but th ey sti ll need resources to keep gangs from coming ba c k I f e x te nd e d M e a s ure U p rotec t s o ur Police Department’s funding, giving our local o ff ic er s th e t o ols th ey nee d to k e e p gan gs from resurging. We urge all residents to participate in the upcom i ng N ovember 6t h Elec t io n We a re committed to keeping residents informed abo u t Me asu re U For m ore in for ma t i o n please visit www.cityofsantamaria.org/MeasureU or contact the City Manager’s office at (805) 925-0951 ext. 2200 Sincerely, JASON STILWELL PHIL HANSEN LEONARD CHAMPION City Manager Chief of Police Fire Chief 110 E, Cook Street Santa Maria, CA 93454 Community Update IMPORTANT MEASURE U INFORMATION To maintain/enhance essential services including neighborhood police patrols; firefighter staffing; gang suppression/enforcement; crime/graffiti/vandalism prevention; 911 medical response times; library, recreation, homelessness, at-risk youth programs; providing durable fiscal stability; shall the measure be approved adopting an ordinance extending Measure U at the one cent rate until ended by voters, providing $18,000,000 annually, with no funds taken by Sacramento, requiring oversight, independent audits, all funds used locally? Measure U2018: CITY OF SANTA MARIA PUBLIC SAFETY/ESSENTIAL SERVICES YES NO What is the Issue? Over the last 25 years, Sacramento has taken more than $55,000,000 in local funds. The Council placed Measure U on the ballot to extend and protect existing voter-approved funding, and help the City address local priorities identified by thousands of residents at more than two dozen community meetings. FREQUENTLY ASKED QUESTIONS ABOUT MEASURE U How does Measure U address anti-gang enforcement? Since 2012, Measure U funding has helped our Police Department combat violent gangs, but police still need the tools to keep gangs from resurging. If extended, Measure U will maintain funding that supports our Police Department and keeps gangs out of our City. What local priorities will Measure U support? If enacted, Measure U supports local priorities, including: Increasing the number of police officers working in gang and crime suppression efforts Maintaining rapid 911 emergency response times Staffing all fire stations with the appropriate number of firefighters Maintaining at-risk youth programs, gang suppression and enforcement Enhancing recreation and youth programs and facilities What is Measure U? Measure U, the City of Santa Maria Public Safety/ Essential Services measure, is a local sales tax measure that extends existing voter-approved funding at the one cent rate. If approved, Measure U will extend about $18,000,000 every year for local Santa Maria priorities. Is Measure U fiscally accountable? Yes. If extended, Measure U maintains the City’s extensive accountability provisions, including annual independent audits. Measure U also extends the City’s successful Citizen’s Oversight Committee, which will review all Measure U funds. All Measure U funds must be used in Santa Maria for local services – no funds may be taken by the state. What about our emergency response times? If extended, Measure U protects locally- controlled funding for public safety services, including rapid 9-1-1 response times. Fast 9-1-1 response times are critical for saving lives. Local Measure U funds have maintained funding to fully staff all of our fire stations, ensuring that the City can maintain our rapid response times. Information provided for informational purpose only. The City of Santa Maria does not advocate a yes or no vote on Measure U. A Recent Survey of San Luis Obispo Residents Determined the Following Priorities CI T Y A D M I N I S T R A T I V E O F F I C E R CI T Y O F S A N L U I S O B I S P O 99 0 P A L M S T SA N L U I S O B I S P O C A 9 3 4 0 1 9 9 3 8 NO P O S T A G E NE C E S S A R Y IF M A I L E D IN T H E UN I T E D S T A T E S BU S I N E S S R E P L Y M A I L FI R S T C L A S S M A I L S A N L U I S O B I S P O C A PE R M I T N O 3 6 9 PO S T A G E W I L L B E P A I D B Y A D D R E S S E E What are the needs in San Luis Obispo? We are seriously considering a potential revenue measure to protect and maintain urgent City services. Just take a look at our essential services and some of our current needs and priorities. Repairing city streets and fixing potholes We Need Your Help! Over the next several months, the City will continue to work with the community on a plan to address local public safety and street repair needs in the most fiscally responsible way possible. Please let us know about your urgent needs and priorities by returning the attached card today! Let us hear from you! Managing traffic congestion Improving police services Protecting senior services Improving fire services Fixing 100 year old storm drains Maintaining our parks Preserving Essential Public Services for San Luis Obispo Residents We’re Ready to Address Your Concerns 990 Palm St., San Luis Obispo, CA 93401 PRESRT STD US Postage PAID Star Mailing Did You Know? Tell Us More! What are your urgent needs and priorities for the City of San Luis Obispo? I agree that it’s important to protect and maintain vital public safety and city services. My priorities are, from 1 (most important) to 8 (least important) Fixing potholes and repairing & maintaining city streets Reducing traffic congestion Hiring more police officers Hiring, training and retaining additional firefighters & paramedics Upgrading our 100-year-old storm drain Protecting open space Maintaining our parks Protecting senior programs and services Other: I have the following questions: Keep me informed. Name: Address: City/State/Zip: Phone (day): Phone (eve): Email: The State has taken $22 million of our community’s revenue over the past 15 years – and continues to take $3 million from us each year. Budget cuts have forced the City to reduce spending on infrastructure and facility upkeep by 50%. For the first time in 15 years, we’ve been forced to use millions of dollars from our emergency reserves to provide essential City services. Calls for fire and paramedic services have increased by 65% in the last decade. Unfortunately, without additional funding, our City’s emergency and public safety services are unable to keep pace with this demand. From:Hermann, Greg To:Catherine Lew Subject:RE: Introduction Lew Edwards group and City of San Luis Obispo Date:Friday, November 1, 2019 3:05:32 PM Hi Catherine, Thanks for this information. It’s very helpful. I’m available at 4:30 today or between11:30 and 3:30 on Monday. Let me know what works for you and I look forward to connecting. Greg From: Catherine Lew <catherine@lewedwardsgroup.com> Sent: Friday, November 1, 2019 12:10 PM To: Hermann, Greg <GHermann@slocity.org> Subject: RE: Introduction Lew Edwards group and City of San Luis Obispo TGIF, Greg! Sorry that I missed you when I rang a few minutes ago. In the meantime, besides our website (www.lewedwardsgroup.com) I thought you would find the attached resources helpful—on this email, I’ve included recent cycle sheets and sample communications products from LEG’s Y-06 collaboration with SLO, and our 2018 work with the City of Santa Maria, another long time LEG client 5 attachments). We are currently representing the cities of Morro Bay and Paso Robles. Besides SLO and these others, we’ve also quarterbacked wins for Cuesta College and Grover Beach. Do you want to try to schedule a time to speak so we can connect? Warmly, Catherine From: Hermann, Greg <GHermann@slocity.org> Sent: Wednesday, October 30, 2019 11:34 AM To: Catherine <catherine@lewedwardsgroup.com> Subject: RE: Introduction Lew Edwards group and City of San Luis Obispo Thanks so much Catherine and great to know we are a former client! Sorry you have to deal with the outage. Please feel free to get back to me whenever is convenient including just give me a call on my cell (if you have a few free minutes. I’m usually able to answer. Thanks again. Greg From: Catherine <catherine@lewedwardsgroup.com> Sent: Wednesday, October 30, 2019 10:00 AM To: Hermann, Greg <GHermann@slocity.org> Subject: Re: Introduction Lew Edwards group and City of San Luis Obispo Awesome to e-meet you, Greg! SLO is actually a former client (sales tax #1). Let me check the schedule and loop back with you soon—a bit harried at the moment due to local PGE outage issues. Dictated/sent from my iPhone. Please excuse typos and brevity. On Oct 29, 2019, at 3:43 PM, Hermann, Greg <GHermann@slocity.org> wrote: Thanks very much Richard and moving you to BCC. Hi Catherine, I’d love to chat briefly (15 minutes) this week about where we are at and get your thoughts. I’m happy to make myself available based on your schedule. Thanks and looking forward to speaking soon. Greg From: Richard Bernard <bernard@fm3research.com> Sent: Tuesday, October 29, 2019 12:24 PM To: Catherine V. Lew <catherine@lewedwardsgroup.com>; Hermann, Greg GHermann@slocity.org> Subject: Introduction Lew Edwards group and City of San Luis Obispo Hi Catherine and Greg. I wanted to introduce each other. Catherine, a while back I mentioned that SLO would be interested in chatting with you. They have a very special need that I think your firm can provide. Greg- Catherine’s work number is 510-594-0224 Catherine – Greg’s work number is 805-781-7194 Though, knowing that you are both not always in your offices, e-mail might be the first step. Best, Richard Bernard, Ph.D. Partner Fairbank, Maslin, Maullin, Metz & Associates image001.png> 12100 Wilshire Blvd., Ste. 350 Los Angeles, CA 90025 310) 828-1183 X1 bernard@fm3research.com www.fm3research.com From:Catherine Lew To:Hermann, Greg Subject:RE: Introduction Lew Edwards group and City of San Luis Obispo Date:Monday, November 4, 2019 7:54:42 AM Great Greg—I am facilitating someone else’s Board retreat all day today but I have a short break at 11:30! I will ring you then on your mobile—calendar invite coming shortly--Catherine From: Hermann, Greg <GHermann@slocity.org> Sent: Friday, November 1, 2019 3:06 PM To: Catherine Lew <catherine@lewedwardsgroup.com> Subject: RE: Introduction Lew Edwards group and City of San Luis Obispo Hi Catherine, Thanks for this information. It’s very helpful. I’m available at 4:30 today or between11:30 and 3:30 on Monday. Let me know what works for you and I look forward to connecting. Greg From: Catherine Lew <catherine@lewedwardsgroup.com> Sent: Friday, November 1, 2019 12:10 PM To: Hermann, Greg <GHermann@slocity.org> Subject: RE: Introduction Lew Edwards group and City of San Luis Obispo TGIF, Greg! Sorry that I missed you when I rang a few minutes ago. In the meantime, besides our website (www.lewedwardsgroup.com) I thought you would find the attached resources helpful—on this email, I’ve included recent cycle sheets and sample communications products from LEG’s Y-06 collaboration with SLO, and our 2018 work with the City of Santa Maria, another long time LEG client 5 attachments). We are currently representing the cities of Morro Bay and Paso Robles. Besides SLO and these others, we’ve also quarterbacked wins for Cuesta College and Grover Beach. Do you want to try to schedule a time to speak so we can connect? Warmly, Catherine From: Hermann, Greg <GHermann@slocity.org> Sent: Wednesday, October 30, 2019 11:34 AM To: Catherine <catherine@lewedwardsgroup.com> Subject: RE: Introduction Lew Edwards group and City of San Luis Obispo Thanks so much Catherine and great to know we are a former client! Sorry you have to deal with the outage. Please feel free to get back to me whenever is convenient including just give me a call on my cell (if you have a few free minutes. I’m usually able to answer. Thanks again. Greg From: Catherine <catherine@lewedwardsgroup.com> Sent: Wednesday, October 30, 2019 10:00 AM To: Hermann, Greg <GHermann@slocity.org> Subject: Re: Introduction Lew Edwards group and City of San Luis Obispo Awesome to e-meet you, Greg! SLO is actually a former client (sales tax #1). Let me check the schedule and loop back with you soon—a bit harried at the moment due to local PGE outage issues. Dictated/sent from my iPhone. Please excuse typos and brevity. On Oct 29, 2019, at 3:43 PM, Hermann, Greg <GHermann@slocity.org> wrote: Thanks very much Richard and moving you to BCC. Hi Catherine, I’d love to chat briefly (15 minutes) this week about where we are at and get your thoughts. I’m happy to make myself available based on your schedule. Thanks and looking forward to speaking soon. Greg From: Richard Bernard <bernard@fm3research.com> Sent: Tuesday, October 29, 2019 12:24 PM To: Catherine V. Lew <catherine@lewedwardsgroup.com>; Hermann, Greg GHermann@slocity.org> Subject: Introduction Lew Edwards group and City of San Luis Obispo Hi Catherine and Greg. I wanted to introduce each other. Catherine, a while back I mentioned that SLO would be interested in chatting with you. They have a very special need that I think your firm can provide. Greg- Catherine’s work number is 510-594-0224 Catherine – Greg’s work number is 805-781-7194 Though, knowing that you are both not always in your offices, e-mail might be the first step. Best, Richard Bernard, Ph.D. Partner Fairbank, Maslin, Maullin, Metz & Associates image001.png> 12100 Wilshire Blvd., Ste. 350 Los Angeles, CA 90025 310) 828-1183 X1 bernard@fm3research.com www.fm3research.com From:Hermann, Greg To:Catherine Lew Cc:Betz, Ryan Subject:RE: Introduction Lew Edwards group and City of San Luis Obispo Date:Monday, November 4, 2019 8:07:47 AM Thanks and that works great. I’ll have my colleague, Ryan Betz, who is the PM for this project join as well. I’ll give a brief background and we can figure out next steps. Greg From: Catherine Lew <catherine@lewedwardsgroup.com> Sent: Monday, November 4, 2019 7:55 AM To: Hermann, Greg <GHermann@slocity.org> Subject: RE: Introduction Lew Edwards group and City of San Luis Obispo Great Greg—I am facilitating someone else’s Board retreat all day today but I have a short break at 11:30! I will ring you then on your mobile—calendar invite coming shortly--Catherine From: Hermann, Greg <GHermann@slocity.org> Sent: Friday, November 1, 2019 3:06 PM To: Catherine Lew <catherine@lewedwardsgroup.com> Subject: RE: Introduction Lew Edwards group and City of San Luis Obispo Hi Catherine, Thanks for this information. It’s very helpful. I’m available at 4:30 today or between11:30 and 3:30 on Monday. Let me know what works for you and I look forward to connecting. Greg From: Catherine Lew <catherine@lewedwardsgroup.com> Sent: Friday, November 1, 2019 12:10 PM To: Hermann, Greg <GHermann@slocity.org> Subject: RE: Introduction Lew Edwards group and City of San Luis Obispo TGIF, Greg! Sorry that I missed you when I rang a few minutes ago. In the meantime, besides our website (www.lewedwardsgroup.com) I thought you would find the attached resources helpful—on this email, I’ve included recent cycle sheets and sample communications products from LEG’s Y-06 collaboration with SLO, and our 2018 work with the City of Santa Maria, another long time LEG client 5 attachments). We are currently representing the cities of Morro Bay and Paso Robles. Besides SLO and these others, we’ve also quarterbacked wins for Cuesta College and Grover Beach. Do you want to try to schedule a time to speak so we can connect? Warmly, Catherine From: Hermann, Greg <GHermann@slocity.org> Sent: Wednesday, October 30, 2019 11:34 AM To: Catherine <catherine@lewedwardsgroup.com> Subject: RE: Introduction Lew Edwards group and City of San Luis Obispo Thanks so much Catherine and great to know we are a former client! Sorry you have to deal with the outage. Please feel free to get back to me whenever is convenient including just give me a call on my cell (if you have a few free minutes. I’m usually able to answer. Thanks again. Greg From: Catherine <catherine@lewedwardsgroup.com> Sent: Wednesday, October 30, 2019 10:00 AM To: Hermann, Greg <GHermann@slocity.org> Subject: Re: Introduction Lew Edwards group and City of San Luis Obispo Awesome to e-meet you, Greg! SLO is actually a former client (sales tax #1). Let me check the schedule and loop back with you soon—a bit harried at the moment due to local PGE outage issues. Dictated/sent from my iPhone. Please excuse typos and brevity. On Oct 29, 2019, at 3:43 PM, Hermann, Greg <GHermann@slocity.org> wrote: Thanks very much Richard and moving you to BCC. Hi Catherine, I’d love to chat briefly (15 minutes) this week about where we are at and get your thoughts. I’m happy to make myself available based on your schedule. Thanks and looking forward to speaking soon. Greg From: Richard Bernard <bernard@fm3research.com> Sent: Tuesday, October 29, 2019 12:24 PM To: Catherine V. Lew <catherine@lewedwardsgroup.com>; Hermann, Greg GHermann@slocity.org> Subject: Introduction Lew Edwards group and City of San Luis Obispo Hi Catherine and Greg. I wanted to introduce each other. Catherine, a while back I mentioned that SLO would be interested in chatting with you. They have a very special need that I think your firm can provide. Greg- Catherine’s work number is 510-594-0224 Catherine – Greg’s work number is 805-781-7194 Though, knowing that you are both not always in your offices, e-mail might be the first step. Best, Richard Bernard, Ph.D. Partner Fairbank, Maslin, Maullin, Metz & Associates image001.png> 12100 Wilshire Blvd., Ste. 350 Los Angeles, CA 90025 310) 828-1183 X1 bernard@fm3research.com www.fm3research.com From:Betz, Ryan To:Catherine Lew Cc:Hermann, Greg Subject:RE: Introduction Lew Edwards group and City of San Luis Obispo Date:Tuesday, November 5, 2019 9:47:03 AM Attachments:FTF Communication Summary.docx FTF_Communications Plan DRAFT V3.docx Funding the Future Timeline (2).pdf Funding the Future timeline 1.xlsx Good morning Catherine, Thank you again for our conversation yesterday morning. As discussed, attached are draft/preliminary communication documents provided by our communications consultant. Stephanie Lopez, our Administrative Assistant, will be reaching out to you to schedule a follow up conversation with Greg and myself. Thank you, Ryan Betz Assistant to the City Manager City Administration 990 Palm Street, San Luis Obispo, CA 93401-3218 E rbetz@slocity.org T 805.781.7589 slocity.org From: Catherine Lew <catherine@lewedwardsgroup.com> Sent: Friday, November 1, 2019 12:10 PM To: Hermann, Greg <GHermann@slocity.org> Subject: RE: Introduction Lew Edwards group and City of San Luis Obispo TGIF, Greg! Sorry that I missed you when I rang a few minutes ago. In the meantime, besides our website (www.lewedwardsgroup.com) I thought you would find the attached resources helpful—on this email, I’ve included recent cycle sheets and sample communications products from LEG’s Y-06 collaboration with SLO, and our 2018 work with the City of Santa Maria, another long time LEG client 5 attachments). We are currently representing the cities of Morro Bay and Paso Robles. Besides SLO and these others, we’ve also quarterbacked wins for Cuesta College and Grover Beach. Do you want to try to schedule a time to speak so we can connect? Warmly, Catherine From: Hermann, Greg <GHermann@slocity.org> Sent: Wednesday, October 30, 2019 11:34 AM To: Catherine <catherine@lewedwardsgroup.com> Subject: RE: Introduction Lew Edwards group and City of San Luis Obispo Thanks so much Catherine and great to know we are a former client! Sorry you have to deal with the outage. Please feel free to get back to me whenever is convenient including just give me a call on my cell (if you have a few free minutes. I’m usually able to answer. Thanks again. Greg From: Catherine <catherine@lewedwardsgroup.com> Sent: Wednesday, October 30, 2019 10:00 AM To: Hermann, Greg <GHermann@slocity.org> Subject: Re: Introduction Lew Edwards group and City of San Luis Obispo Awesome to e-meet you, Greg! SLO is actually a former client (sales tax #1). Let me check the schedule and loop back with you soon—a bit harried at the moment due to local PGE outage issues. Dictated/sent from my iPhone. Please excuse typos and brevity. On Oct 29, 2019, at 3:43 PM, Hermann, Greg <GHermann@slocity.org> wrote: Thanks very much Richard and moving you to BCC. Hi Catherine, I’d love to chat briefly (15 minutes) this week about where we are at and get your thoughts. I’m happy to make myself available based on your schedule. Thanks and looking forward to speaking soon. Greg From: Richard Bernard <bernard@fm3research.com> Sent: Tuesday, October 29, 2019 12:24 PM To: Catherine V. Lew <catherine@lewedwardsgroup.com>; Hermann, Greg GHermann@slocity.org> Subject: Introduction Lew Edwards group and City of San Luis Obispo Hi Catherine and Greg. I wanted to introduce each other. Catherine, a while back I mentioned that SLO would be interested in chatting with you. They have a very special need that I think your firm can provide. Greg- Catherine’s work number is 510-594-0224 Catherine – Greg’s work number is 805-781-7194 Though, knowing that you are both not always in your offices, e-mail might be the first step. Best, Richard Bernard, Ph.D. Partner Fairbank, Maslin, Maullin, Metz & Associates image001.png> 12100 Wilshire Blvd., Ste. 350 Los Angeles, CA 90025 310) 828-1183 X1 bernard@fm3research.com www.fm3research.com From:Lopez, Stephanie To:catherine@lewedwardsgroup.com Subject:FW: Introduction Lew Edwards group and City of San Luis Obispo Date:Wednesday, November 6, 2019 7:54:56 AM Attachments:FTF Communication Summary.docx FTF_Communications Plan DRAFT V3.docx Funding the Future Timeline (2).pdf Funding the Future timeline 1.xlsx Good morning, Catherine, Do you have any availability for a 30 minute phone call between 11am-1pm? Stephanie Lopez Administrative Assistant I Information Technology 990 Palm Street, San Luis Obispo, CA 93401-3249 E slopez@slocity.org T 805.781.7005 slocity.org From: Hermann, Greg <GHermann@slocity.org> Sent: Tuesday, November 5, 2019 7:57 PM To: Lopez, Stephanie <slopez@slocity.org> Subject: FW: Introduction Lew Edwards group and City of San Luis Obispo Forgot to send this to you earlier. Can you please help with getting something scheduled? This is a high priority and hoping for 30 minutes on Thursday. Thanks very much and please let me know if you have any questions. Greg From: Betz, Ryan <rbetz@slocity.org> Sent: Tuesday, November 5, 2019 9:47 AM To: Catherine Lew <catherine@lewedwardsgroup.com> Cc: Hermann, Greg <GHermann@slocity.org> Subject: RE: Introduction Lew Edwards group and City of San Luis Obispo Good morning Catherine, Thank you again for our conversation yesterday morning. As discussed, attached are draft/preliminary communication documents provided by our communications consultant. Stephanie Lopez, our Administrative Assistant, will be reaching out to you to schedule a follow up conversation with Greg and myself. Thank you, Ryan Betz Assistant to the City Manager City Administration 990 Palm Street, San Luis Obispo, CA 93401-3218 E rbetz@slocity.org T 805.781.7589 slocity.org From: Catherine Lew <catherine@lewedwardsgroup.com> Sent: Friday, November 1, 2019 12:10 PM To: Hermann, Greg <GHermann@slocity.org> Subject: RE: Introduction Lew Edwards group and City of San Luis Obispo TGIF, Greg! Sorry that I missed you when I rang a few minutes ago. In the meantime, besides our website (www.lewedwardsgroup.com) I thought you would find the attached resources helpful—on this email, I’ve included recent cycle sheets and sample communications products from LEG’s Y-06 collaboration with SLO, and our 2018 work with the City of Santa Maria, another long time LEG client 5 attachments). We are currently representing the cities of Morro Bay and Paso Robles. Besides SLO and these others, we’ve also quarterbacked wins for Cuesta College and Grover Beach. Do you want to try to schedule a time to speak so we can connect? Warmly, Catherine From: Hermann, Greg <GHermann@slocity.org> Sent: Wednesday, October 30, 2019 11:34 AM To: Catherine <catherine@lewedwardsgroup.com> Subject: RE: Introduction Lew Edwards group and City of San Luis Obispo Thanks so much Catherine and great to know we are a former client! Sorry you have to deal with the outage. Please feel free to get back to me whenever is convenient including just give me a call on my cell (if you have a few free minutes. I’m usually able to answer. Thanks again. Greg From: Catherine <catherine@lewedwardsgroup.com> Sent: Wednesday, October 30, 2019 10:00 AM To: Hermann, Greg <GHermann@slocity.org> Subject: Re: Introduction Lew Edwards group and City of San Luis Obispo Awesome to e-meet you, Greg! SLO is actually a former client (sales tax #1). Let me check the schedule and loop back with you soon—a bit harried at the moment due to local PGE outage issues. Dictated/sent from my iPhone. Please excuse typos and brevity. On Oct 29, 2019, at 3:43 PM, Hermann, Greg <GHermann@slocity.org> wrote: Thanks very much Richard and moving you to BCC. Hi Catherine, I’d love to chat briefly (15 minutes) this week about where we are at and get your thoughts. I’m happy to make myself available based on your schedule. Thanks and looking forward to speaking soon. Greg From: Richard Bernard <bernard@fm3research.com> Sent: Tuesday, October 29, 2019 12:24 PM To: Catherine V. Lew <catherine@lewedwardsgroup.com>; Hermann, Greg GHermann@slocity.org> Subject: Introduction Lew Edwards group and City of San Luis Obispo Hi Catherine and Greg. I wanted to introduce each other. Catherine, a while back I mentioned that SLO would be interested in chatting with you. They have a very special need that I think your firm can provide. Greg- Catherine’s work number is 510-594-0224 Catherine – Greg’s work number is 805-781-7194 Though, knowing that you are both not always in your offices, e-mail might be the first step. Best, Richard Bernard, Ph.D. Partner Fairbank, Maslin, Maullin, Metz & Associates image001.png> 12100 Wilshire Blvd., Ste. 350 Los Angeles, CA 90025 310) 828-1183 X1 bernard@fm3research.com www.fm3research.com From:Catherine Lew To:Lopez, Stephanie Subject:RE: Introduction Lew Edwards group and City of San Luis Obispo Date:Wednesday, November 6, 2019 10:59:30 AM Thank you Stephanie Due to demands on my schedule, same-day scheduling is not possible if my personal engagement is requested. I will loop back with you re other options. Catherine From: Lopez, Stephanie <slopez@slocity.org> Sent: Wednesday, November 6, 2019 7:55 AM To: catherine@lewedwardsgroup.com Subject: FW: Introduction Lew Edwards group and City of San Luis Obispo Good morning, Catherine, Do you have any availability for a 30 minute phone call between 11am-1pm? Stephanie Lopez Administrative Assistant I Information Technology 990 Palm Street, San Luis Obispo, CA 93401-3249 E slopez@slocity.org T 805.781.7005 slocity.org From: Hermann, Greg <GHermann@slocity.org> Sent: Tuesday, November 5, 2019 7:57 PM To: Lopez, Stephanie <slopez@slocity.org> Subject: FW: Introduction Lew Edwards group and City of San Luis Obispo Forgot to send this to you earlier. Can you please help with getting something scheduled? This is a high priority and hoping for 30 minutes on Thursday. Thanks very much and please let me know if you have any questions. Greg From: Betz, Ryan <rbetz@slocity.org> Sent: Tuesday, November 5, 2019 9:47 AM To: Catherine Lew <catherine@lewedwardsgroup.com> Cc: Hermann, Greg <GHermann@slocity.org> Subject: RE: Introduction Lew Edwards group and City of San Luis Obispo Good morning Catherine, Thank you again for our conversation yesterday morning. As discussed, attached are draft/preliminary communication documents provided by our communications consultant. Stephanie Lopez, our Administrative Assistant, will be reaching out to you to schedule a follow up conversation with Greg and myself. Thank you, Ryan Betz Assistant to the City Manager City Administration 990 Palm Street, San Luis Obispo, CA 93401-3218 E rbetz@slocity.org T 805.781.7589 slocity.org From: Catherine Lew <catherine@lewedwardsgroup.com> Sent: Friday, November 1, 2019 12:10 PM To: Hermann, Greg <GHermann@slocity.org> Subject: RE: Introduction Lew Edwards group and City of San Luis Obispo TGIF, Greg! Sorry that I missed you when I rang a few minutes ago. In the meantime, besides our website (www.lewedwardsgroup.com) I thought you would find the attached resources helpful—on this email, I’ve included recent cycle sheets and sample communications products from LEG’s Y-06 collaboration with SLO, and our 2018 work with the City of Santa Maria, another long time LEG client 5 attachments). We are currently representing the cities of Morro Bay and Paso Robles. Besides SLO and these others, we’ve also quarterbacked wins for Cuesta College and Grover Beach. Do you want to try to schedule a time to speak so we can connect? Warmly, Catherine From: Hermann, Greg <GHermann@slocity.org> Sent: Wednesday, October 30, 2019 11:34 AM To: Catherine <catherine@lewedwardsgroup.com> Subject: RE: Introduction Lew Edwards group and City of San Luis Obispo Thanks so much Catherine and great to know we are a former client! Sorry you have to deal with the outage. Please feel free to get back to me whenever is convenient including just give me a call on my cell (if you have a few free minutes. I’m usually able to answer. Thanks again. Greg From: Catherine <catherine@lewedwardsgroup.com> Sent: Wednesday, October 30, 2019 10:00 AM To: Hermann, Greg <GHermann@slocity.org> Subject: Re: Introduction Lew Edwards group and City of San Luis Obispo Awesome to e-meet you, Greg! SLO is actually a former client (sales tax #1). Let me check the schedule and loop back with you soon—a bit harried at the moment due to local PGE outage issues. Dictated/sent from my iPhone. Please excuse typos and brevity. On Oct 29, 2019, at 3:43 PM, Hermann, Greg <GHermann@slocity.org> wrote: Thanks very much Richard and moving you to BCC. Hi Catherine, I’d love to chat briefly (15 minutes) this week about where we are at and get your thoughts. I’m happy to make myself available based on your schedule. Thanks and looking forward to speaking soon. Greg From: Richard Bernard <bernard@fm3research.com> Sent: Tuesday, October 29, 2019 12:24 PM To: Catherine V. Lew <catherine@lewedwardsgroup.com>; Hermann, Greg GHermann@slocity.org> Subject: Introduction Lew Edwards group and City of San Luis Obispo Hi Catherine and Greg. I wanted to introduce each other. Catherine, a while back I mentioned that SLO would be interested in chatting with you. They have a very special need that I think your firm can provide. Greg- Catherine’s work number is 510-594-0224 Catherine – Greg’s work number is 805-781-7194 Though, knowing that you are both not always in your offices, e-mail might be the first step. Best, Richard Bernard, Ph.D. Partner Fairbank, Maslin, Maullin, Metz & Associates image001.png> 12100 Wilshire Blvd., Ste. 350 Los Angeles, CA 90025 310) 828-1183 X1 bernard@fm3research.com www.fm3research.com From:Lopez, Stephanie To:Catherine Lew Subject:RE: Introduction Lew Edwards group and City of San Luis Obispo Date:Wednesday, November 6, 2019 11:00:29 AM Oh my goodness Catherine, I am so sorry, I forgot to include “tomorrow” in that question. Greg is hoping sometime between 11am-1pm tomorrow. Is that doable? Stephanie Lopez Administrative Assistant I Information Technology 990 Palm Street, San Luis Obispo, CA 93401-3249 E slopez@slocity.org T 805.781.7005 slocity.org From: Catherine Lew <catherine@lewedwardsgroup.com> Sent: Wednesday, November 6, 2019 10:59 AM To: Lopez, Stephanie <slopez@slocity.org> Subject: RE: Introduction Lew Edwards group and City of San Luis Obispo Thank you Stephanie Due to demands on my schedule, same-day scheduling is not possible if my personal engagement is requested. I will loop back with you re other options. Catherine From: Lopez, Stephanie <slopez@slocity.org> Sent: Wednesday, November 6, 2019 7:55 AM To: catherine@lewedwardsgroup.com Subject: FW: Introduction Lew Edwards group and City of San Luis Obispo Good morning, Catherine, Do you have any availability for a 30 minute phone call between 11am-1pm? Stephanie Lopez Administrative Assistant I Information Technology 990 Palm Street, San Luis Obispo, CA 93401-3249 E slopez@slocity.org T 805.781.7005 slocity.org From: Hermann, Greg <GHermann@slocity.org> Sent: Tuesday, November 5, 2019 7:57 PM To: Lopez, Stephanie <slopez@slocity.org> Subject: FW: Introduction Lew Edwards group and City of San Luis Obispo Forgot to send this to you earlier. Can you please help with getting something scheduled? This is a high priority and hoping for 30 minutes on Thursday. Thanks very much and please let me know if you have any questions. Greg From: Betz, Ryan <rbetz@slocity.org> Sent: Tuesday, November 5, 2019 9:47 AM To: Catherine Lew <catherine@lewedwardsgroup.com> Cc: Hermann, Greg <GHermann@slocity.org> Subject: RE: Introduction Lew Edwards group and City of San Luis Obispo Good morning Catherine, Thank you again for our conversation yesterday morning. As discussed, attached are draft/preliminary communication documents provided by our communications consultant. Stephanie Lopez, our Administrative Assistant, will be reaching out to you to schedule a follow up conversation with Greg and myself. Thank you, Ryan Betz Assistant to the City Manager City Administration 990 Palm Street, San Luis Obispo, CA 93401-3218 E rbetz@slocity.org T 805.781.7589 slocity.org From: Catherine Lew <catherine@lewedwardsgroup.com> Sent: Friday, November 1, 2019 12:10 PM To: Hermann, Greg <GHermann@slocity.org> Subject: RE: Introduction Lew Edwards group and City of San Luis Obispo TGIF, Greg! Sorry that I missed you when I rang a few minutes ago. In the meantime, besides our website (www.lewedwardsgroup.com) I thought you would find the attached resources helpful—on this email, I’ve included recent cycle sheets and sample communications products from LEG’s Y-06 collaboration with SLO, and our 2018 work with the City of Santa Maria, another long time LEG client 5 attachments). We are currently representing the cities of Morro Bay and Paso Robles. Besides SLO and these others, we’ve also quarterbacked wins for Cuesta College and Grover Beach. Do you want to try to schedule a time to speak so we can connect? Warmly, Catherine From: Hermann, Greg <GHermann@slocity.org> Sent: Wednesday, October 30, 2019 11:34 AM To: Catherine <catherine@lewedwardsgroup.com> Subject: RE: Introduction Lew Edwards group and City of San Luis Obispo Thanks so much Catherine and great to know we are a former client! Sorry you have to deal with the outage. Please feel free to get back to me whenever is convenient including just give me a call on my cell (if you have a few free minutes. I’m usually able to answer. Thanks again. Greg From: Catherine <catherine@lewedwardsgroup.com> Sent: Wednesday, October 30, 2019 10:00 AM To: Hermann, Greg <GHermann@slocity.org> Subject: Re: Introduction Lew Edwards group and City of San Luis Obispo Awesome to e-meet you, Greg! SLO is actually a former client (sales tax #1). Let me check the schedule and loop back with you soon—a bit harried at the moment due to local PGE outage issues. Dictated/sent from my iPhone. Please excuse typos and brevity. On Oct 29, 2019, at 3:43 PM, Hermann, Greg <GHermann@slocity.org> wrote: Thanks very much Richard and moving you to BCC. Hi Catherine, I’d love to chat briefly (15 minutes) this week about where we are at and get your thoughts. I’m happy to make myself available based on your schedule. Thanks and looking forward to speaking soon. Greg From: Richard Bernard <bernard@fm3research.com> Sent: Tuesday, October 29, 2019 12:24 PM To: Catherine V. Lew <catherine@lewedwardsgroup.com>; Hermann, Greg GHermann@slocity.org> Subject: Introduction Lew Edwards group and City of San Luis Obispo Hi Catherine and Greg. I wanted to introduce each other. Catherine, a while back I mentioned that SLO would be interested in chatting with you. They have a very special need that I think your firm can provide. Greg- Catherine’s work number is 510-594-0224 Catherine – Greg’s work number is 805-781-7194 Though, knowing that you are both not always in your offices, e-mail might be the first step. Best, Richard Bernard, Ph.D. Partner Fairbank, Maslin, Maullin, Metz & Associates image001.png> 12100 Wilshire Blvd., Ste. 350 Los Angeles, CA 90025 310) 828-1183 X1 bernard@fm3research.com www.fm3research.com From:Catherine Lew To:Lopez, Stephanie Subject:RE: Introduction Lew Edwards group and City of San Luis Obispo Date:Wednesday, November 6, 2019 11:15:58 AM I’ll check, thank you— From: Lopez, Stephanie <slopez@slocity.org> Sent: Wednesday, November 6, 2019 11:01 AM To: Catherine Lew <catherine@lewedwardsgroup.com> Subject: RE: Introduction Lew Edwards group and City of San Luis Obispo Oh my goodness Catherine, I am so sorry, I forgot to include “tomorrow” in that question. Greg is hoping sometime between 11am-1pm tomorrow. Is that doable? Stephanie Lopez Administrative Assistant I Information Technology 990 Palm Street, San Luis Obispo, CA 93401-3249 E slopez@slocity.org T 805.781.7005 slocity.org From: Catherine Lew <catherine@lewedwardsgroup.com> Sent: Wednesday, November 6, 2019 10:59 AM To: Lopez, Stephanie <slopez@slocity.org> Subject: RE: Introduction Lew Edwards group and City of San Luis Obispo Thank you Stephanie Due to demands on my schedule, same-day scheduling is not possible if my personal engagement is requested. I will loop back with you re other options. Catherine From: Lopez, Stephanie <slopez@slocity.org> Sent: Wednesday, November 6, 2019 7:55 AM To: catherine@lewedwardsgroup.com Subject: FW: Introduction Lew Edwards group and City of San Luis Obispo Good morning, Catherine, Do you have any availability for a 30 minute phone call between 11am-1pm? Stephanie Lopez Administrative Assistant I Information Technology 990 Palm Street, San Luis Obispo, CA 93401-3249 E slopez@slocity.org T 805.781.7005 slocity.org From: Hermann, Greg <GHermann@slocity.org> Sent: Tuesday, November 5, 2019 7:57 PM To: Lopez, Stephanie <slopez@slocity.org> Subject: FW: Introduction Lew Edwards group and City of San Luis Obispo Forgot to send this to you earlier. Can you please help with getting something scheduled? This is a high priority and hoping for 30 minutes on Thursday. Thanks very much and please let me know if you have any questions. Greg From: Betz, Ryan <rbetz@slocity.org> Sent: Tuesday, November 5, 2019 9:47 AM To: Catherine Lew <catherine@lewedwardsgroup.com> Cc: Hermann, Greg <GHermann@slocity.org> Subject: RE: Introduction Lew Edwards group and City of San Luis Obispo Good morning Catherine, Thank you again for our conversation yesterday morning. As discussed, attached are draft/preliminary communication documents provided by our communications consultant. Stephanie Lopez, our Administrative Assistant, will be reaching out to you to schedule a follow up conversation with Greg and myself. Thank you, Ryan Betz Assistant to the City Manager City Administration 990 Palm Street, San Luis Obispo, CA 93401-3218 E rbetz@slocity.org T 805.781.7589 slocity.org From: Catherine Lew <catherine@lewedwardsgroup.com> Sent: Friday, November 1, 2019 12:10 PM To: Hermann, Greg <GHermann@slocity.org> Subject: RE: Introduction Lew Edwards group and City of San Luis Obispo TGIF, Greg! Sorry that I missed you when I rang a few minutes ago. In the meantime, besides our website (www.lewedwardsgroup.com) I thought you would find the attached resources helpful—on this email, I’ve included recent cycle sheets and sample communications products from LEG’s Y-06 collaboration with SLO, and our 2018 work with the City of Santa Maria, another long time LEG client 5 attachments). We are currently representing the cities of Morro Bay and Paso Robles. Besides SLO and these others, we’ve also quarterbacked wins for Cuesta College and Grover Beach. Do you want to try to schedule a time to speak so we can connect? Warmly, Catherine From: Hermann, Greg <GHermann@slocity.org> Sent: Wednesday, October 30, 2019 11:34 AM To: Catherine <catherine@lewedwardsgroup.com> Subject: RE: Introduction Lew Edwards group and City of San Luis Obispo Thanks so much Catherine and great to know we are a former client! Sorry you have to deal with the outage. Please feel free to get back to me whenever is convenient including just give me a call on my cell (if you have a few free minutes. I’m usually able to answer. Thanks again. Greg From: Catherine <catherine@lewedwardsgroup.com> Sent: Wednesday, October 30, 2019 10:00 AM To: Hermann, Greg <GHermann@slocity.org> Subject: Re: Introduction Lew Edwards group and City of San Luis Obispo Awesome to e-meet you, Greg! SLO is actually a former client (sales tax #1). Let me check the schedule and loop back with you soon—a bit harried at the moment due to local PGE outage issues. Dictated/sent from my iPhone. Please excuse typos and brevity. On Oct 29, 2019, at 3:43 PM, Hermann, Greg <GHermann@slocity.org> wrote: Thanks very much Richard and moving you to BCC. Hi Catherine, I’d love to chat briefly (15 minutes) this week about where we are at and get your thoughts. I’m happy to make myself available based on your schedule. Thanks and looking forward to speaking soon. Greg From: Richard Bernard <bernard@fm3research.com> Sent: Tuesday, October 29, 2019 12:24 PM To: Catherine V. Lew <catherine@lewedwardsgroup.com>; Hermann, Greg GHermann@slocity.org> Subject: Introduction Lew Edwards group and City of San Luis Obispo Hi Catherine and Greg. I wanted to introduce each other. Catherine, a while back I mentioned that SLO would be interested in chatting with you. They have a very special need that I think your firm can provide. Greg- Catherine’s work number is 510-594-0224 Catherine – Greg’s work number is 805-781-7194 Though, knowing that you are both not always in your offices, e-mail might be the first step. Best, Richard Bernard, Ph.D. Partner Fairbank, Maslin, Maullin, Metz & Associates image001.png> 12100 Wilshire Blvd., Ste. 350 Los Angeles, CA 90025 310) 828-1183 X1 bernard@fm3research.com www.fm3research.com FM3 From:Catherine Lew To:Lopez, Stephanie Subject:RE: Introduction Lew Edwards group and City of San Luis Obispo Date:Wednesday, November 6, 2019 4:22:57 PM 12:30 tomorrow works! Kindly send a calendar invite From: Lopez, Stephanie <slopez@slocity.org> Sent: Wednesday, November 6, 2019 11:01 AM To: Catherine Lew <catherine@lewedwardsgroup.com> Subject: RE: Introduction Lew Edwards group and City of San Luis Obispo Oh my goodness Catherine, I am so sorry, I forgot to include “tomorrow” in that question. Greg is hoping sometime between 11am-1pm tomorrow. Is that doable? Stephanie Lopez Administrative Assistant I Information Technology 990 Palm Street, San Luis Obispo, CA 93401-3249 E slopez@slocity.org T 805.781.7005 slocity.org From: Catherine Lew <catherine@lewedwardsgroup.com> Sent: Wednesday, November 6, 2019 10:59 AM To: Lopez, Stephanie <slopez@slocity.org> Subject: RE: Introduction Lew Edwards group and City of San Luis Obispo Thank you Stephanie Due to demands on my schedule, same-day scheduling is not possible if my personal engagement is requested. I will loop back with you re other options. Catherine From: Lopez, Stephanie <slopez@slocity.org> Sent: Wednesday, November 6, 2019 7:55 AM To: catherine@lewedwardsgroup.com Subject: FW: Introduction Lew Edwards group and City of San Luis Obispo Good morning, Catherine, Do you have any availability for a 30 minute phone call between 11am-1pm? Stephanie Lopez Administrative Assistant I Information Technology 990 Palm Street, San Luis Obispo, CA 93401-3249 E slopez@slocity.org T 805.781.7005 slocity.org From: Hermann, Greg <GHermann@slocity.org> Sent: Tuesday, November 5, 2019 7:57 PM To: Lopez, Stephanie <slopez@slocity.org> Subject: FW: Introduction Lew Edwards group and City of San Luis Obispo Forgot to send this to you earlier. Can you please help with getting something scheduled? This is a high priority and hoping for 30 minutes on Thursday. Thanks very much and please let me know if you have any questions. Greg From: Betz, Ryan <rbetz@slocity.org> Sent: Tuesday, November 5, 2019 9:47 AM To: Catherine Lew <catherine@lewedwardsgroup.com> Cc: Hermann, Greg <GHermann@slocity.org> Subject: RE: Introduction Lew Edwards group and City of San Luis Obispo Good morning Catherine, Thank you again for our conversation yesterday morning. As discussed, attached are draft/preliminary communication documents provided by our communications consultant. Stephanie Lopez, our Administrative Assistant, will be reaching out to you to schedule a follow up conversation with Greg and myself. Thank you, Ryan Betz Assistant to the City Manager City Administration 990 Palm Street, San Luis Obispo, CA 93401-3218 E rbetz@slocity.org T 805.781.7589 slocity.org From: Catherine Lew <catherine@lewedwardsgroup.com> Sent: Friday, November 1, 2019 12:10 PM To: Hermann, Greg <GHermann@slocity.org> Subject: RE: Introduction Lew Edwards group and City of San Luis Obispo TGIF, Greg! Sorry that I missed you when I rang a few minutes ago. In the meantime, besides our website (www.lewedwardsgroup.com) I thought you would find the attached resources helpful—on this email, I’ve included recent cycle sheets and sample communications products from LEG’s Y-06 collaboration with SLO, and our 2018 work with the City of Santa Maria, another long time LEG client 5 attachments). We are currently representing the cities of Morro Bay and Paso Robles. Besides SLO and these others, we’ve also quarterbacked wins for Cuesta College and Grover Beach. Do you want to try to schedule a time to speak so we can connect? Warmly, Catherine From: Hermann, Greg <GHermann@slocity.org> Sent: Wednesday, October 30, 2019 11:34 AM To: Catherine <catherine@lewedwardsgroup.com> Subject: RE: Introduction Lew Edwards group and City of San Luis Obispo Thanks so much Catherine and great to know we are a former client! Sorry you have to deal with the outage. Please feel free to get back to me whenever is convenient including just give me a call on my cell (if you have a few free minutes. I’m usually able to answer. Thanks again. Greg From: Catherine <catherine@lewedwardsgroup.com> Sent: Wednesday, October 30, 2019 10:00 AM To: Hermann, Greg <GHermann@slocity.org> Subject: Re: Introduction Lew Edwards group and City of San Luis Obispo Awesome to e-meet you, Greg! SLO is actually a former client (sales tax #1). Let me check the schedule and loop back with you soon—a bit harried at the moment due to local PGE outage issues. Dictated/sent from my iPhone. Please excuse typos and brevity. On Oct 29, 2019, at 3:43 PM, Hermann, Greg <GHermann@slocity.org> wrote: Thanks very much Richard and moving you to BCC. Hi Catherine, I’d love to chat briefly (15 minutes) this week about where we are at and get your thoughts. I’m happy to make myself available based on your schedule. Thanks and looking forward to speaking soon. Greg From: Richard Bernard <bernard@fm3research.com> Sent: Tuesday, October 29, 2019 12:24 PM To: Catherine V. Lew <catherine@lewedwardsgroup.com>; Hermann, Greg GHermann@slocity.org> Subject: Introduction Lew Edwards group and City of San Luis Obispo Hi Catherine and Greg. I wanted to introduce each other. Catherine, a while back I mentioned that SLO would be interested in chatting with you. They have a very special need that I think your firm can provide. Greg- Catherine’s work number is 510-594-0224 Catherine – Greg’s work number is 805-781-7194 Though, knowing that you are both not always in your offices, e-mail might be the first step. Best, Richard Bernard, Ph.D. Partner Fairbank, Maslin, Maullin, Metz & Associates image001.png> 12100 Wilshire Blvd., Ste. 350 Los Angeles, CA 90025 310) 828-1183 X1 bernard@fm3research.com www.fm3research.com FM3 From:Catherine Lew To:Betz, Ryan Cc:Hermann, Greg Subject:RE: Introduction Lew Edwards group and City of San Luis Obispo Date:Wednesday, November 6, 2019 4:28:42 PM Thank you, Ryan—I enjoyed speaking with you both on Monday, and I just inboxed Stephanie to let her know that 12:30 tomorrow works for a follow up conversation. And LEG had a great election cycle yesterday! Among other measures, we are now up to *113* sales tax measures passed, counting the City of San Bruno, one of the last cities to have udel (odd year) elections! Warmly, Catherine From: Betz, Ryan <rbetz@slocity.org> Sent: Tuesday, November 5, 2019 9:47 AM To: Catherine Lew <catherine@lewedwardsgroup.com> Cc: Hermann, Greg <GHermann@slocity.org> Subject: RE: Introduction Lew Edwards group and City of San Luis Obispo Good morning Catherine, Thank you again for our conversation yesterday morning. As discussed, attached are draft/preliminary communication documents provided by our communications consultant. Stephanie Lopez, our Administrative Assistant, will be reaching out to you to schedule a follow up conversation with Greg and myself. Thank you, Ryan Betz Assistant to the City Manager City Administration 990 Palm Street, San Luis Obispo, CA 93401-3218 E rbetz@slocity.org T 805.781.7589 slocity.org From: Catherine Lew <catherine@lewedwardsgroup.com> Sent: Friday, November 1, 2019 12:10 PM To: Hermann, Greg <GHermann@slocity.org> Subject: RE: Introduction Lew Edwards group and City of San Luis Obispo TGIF, Greg! Sorry that I missed you when I rang a few minutes ago. In the meantime, besides our website (www.lewedwardsgroup.com) I thought you would find the attached resources helpful—on this email, I’ve included recent cycle sheets and sample communications products from LEG’s Y-06 collaboration with SLO, and our 2018 work with the City of Santa Maria, another long time LEG client 5 attachments). We are currently representing the cities of Morro Bay and Paso Robles. Besides SLO and these others, we’ve also quarterbacked wins for Cuesta College and Grover Beach. Do you want to try to schedule a time to speak so we can connect? Warmly, Catherine From: Hermann, Greg <GHermann@slocity.org> Sent: Wednesday, October 30, 2019 11:34 AM To: Catherine <catherine@lewedwardsgroup.com> Subject: RE: Introduction Lew Edwards group and City of San Luis Obispo Thanks so much Catherine and great to know we are a former client! Sorry you have to deal with the outage. Please feel free to get back to me whenever is convenient including just give me a call on my cell (if you have a few free minutes. I’m usually able to answer. Thanks again. Greg From: Catherine <catherine@lewedwardsgroup.com> Sent: Wednesday, October 30, 2019 10:00 AM To: Hermann, Greg <GHermann@slocity.org> Subject: Re: Introduction Lew Edwards group and City of San Luis Obispo Awesome to e-meet you, Greg! SLO is actually a former client (sales tax #1). Let me check the schedule and loop back with you soon—a bit harried at the moment due to local PGE outage issues. Dictated/sent from my iPhone. Please excuse typos and brevity. On Oct 29, 2019, at 3:43 PM, Hermann, Greg <GHermann@slocity.org> wrote: Thanks very much Richard and moving you to BCC. Hi Catherine, I’d love to chat briefly (15 minutes) this week about where we are at and get your thoughts. I’m happy to make myself available based on your schedule. Thanks and looking forward to speaking soon. Greg From: Richard Bernard <bernard@fm3research.com> Sent: Tuesday, October 29, 2019 12:24 PM To: Catherine V. Lew <catherine@lewedwardsgroup.com>; Hermann, Greg GHermann@slocity.org> Subject: Introduction Lew Edwards group and City of San Luis Obispo Hi Catherine and Greg. I wanted to introduce each other. Catherine, a while back I mentioned that SLO would be interested in chatting with you. They have a very special need that I think your firm can provide. Greg- Catherine’s work number is 510-594-0224 Catherine – Greg’s work number is 805-781-7194 Though, knowing that you are both not always in your offices, e-mail might be the first step. Best, Richard Bernard, Ph.D. Partner Fairbank, Maslin, Maullin, Metz & Associates image001.png> 12100 Wilshire Blvd., Ste. 350 Los Angeles, CA 90025 310) 828-1183 X1 bernard@fm3research.com www.fm3research.com FM3 From:Catherine Lew To:Hermann, Greg; Betz, Ryan Subject:Great to Speak with you both! Date:Thursday, November 7, 2019 2:47:19 PM Greg and Ryan: As all of us had to hang up so hastily earlier –wanted to say thank you and I’ve enjoyed getting to know both of you and learning about SLO’s current needs. Greg, I look forward to your looping back. Warmly, Catherine Lew, Esq. Principal & Co-Founder The Lew Edwards Group 510-594-0224 x 261 Follow The Lew Edwards Group Twitter at @catherinevlew From:Hermann, Greg To:Catherine Lew; Betz, Ryan Subject:RE: Great to Speak with you both! Date:Thursday, November 7, 2019 10:26:52 PM Thanks Catherine and I’ll give you a call tomorrow. Greg From: Catherine Lew <catherine@lewedwardsgroup.com> Sent: Thursday, November 7, 2019 2:47 PM To: Hermann, Greg <GHermann@slocity.org>; Betz, Ryan <rbetz@slocity.org> Subject: Great to Speak with you both! Greg and Ryan: As all of us had to hang up so hastily earlier –wanted to say thank you and I’ve enjoyed getting to know both of you and learning about SLO’s current needs. Greg, I look forward to your looping back. Warmly, Catherine Lew, Esq. Principal & Co-Founder The Lew Edwards Group 510-594-0224 x 261 Follow The Lew Edwards Group Twitter at @catherinevlew From:Betz, Ryan To:Catherine Lew; Hermann, Greg Cc:Lopez, Stephanie Subject:Draft/Preliminary Staff Report and kick off meeting Date:Tuesday, November 12, 2019 10:58:56 PM Attachments:Draft-Preliminary Staff Report for 12-3-19.doc Hello Catherine, It was great speaking to you today. Attached is a draft/preliminary staff report for the City Council meeting on the 12/3. This is a good summary of where we’ve been, what we’ve learned, and where we want to go. Please email me the proposal for a scope of work when it’s ready. Stephanie, can you schedule a kick-off meeting with Catherine, Greg and I for early next week. Thank you, Ryan Betz Assistant to the City Manager City Administration 990 Palm Street, San Luis Obispo, CA 93401-3218 E rbetz@slocity.org T 805.781.7589 slocity.org From: Catherine Lew <catherine@lewedwardsgroup.com> Sent: Thursday, November 7, 2019 2:47 PM To: Hermann, Greg <GHermann@slocity.org>; Betz, Ryan <rbetz@slocity.org> Subject: Great to Speak with you both! Greg and Ryan: As all of us had to hang up so hastily earlier –wanted to say thank you and I’ve enjoyed getting to know both of you and learning about SLO’s current needs. Greg, I look forward to your looping back. Warmly, Catherine Lew, Esq. Principal & Co-Founder The Lew Edwards Group 510-594-0224 x 261 Follow The Lew Edwards Group Twitter at @catherinevlew Department Name: City Administration Cost Center: 1001 For Agenda of: December 3, 2019 Placement: Business Estimated Time: 60 minutes FROM: Greg Hermann, Deputy City Manager Prepared By: Ryan Betz, Assistant to the City Manager SUBJECT: RESIDENT FOCUS GROUPS AND SURVEY RESULTS REGARDING FUNDING PRIORITIES AND POTENTIAL REVENUE OPTIONS RECOMMENDATION 1. Receive a report on the results of two resident focus groups, a statistically relevant survey of registered voters and a plan for continued public engagement and outreach; and 2. Proceed with further public engagement on funding priorities for the City, including renewing and amending the Local Revenue Measure (LRM) with ongoing community oversight (Revenue Enhancement Oversight Commission); and 3. Provide an update to the Revenue Enhancement Oversight Commission and discuss potential roles to support and participate in public engagement and outreach efforts. REPORT-IN-BRIEF On February 5, 2019, the Council directed staff to conduct further public engagement efforts regarding the Funding the Future initiative, including resident focus groups and a statistically relevant survey of registered voters in the city (survey), and to return to the Council with the results for consideration. The Funding the Future initiative was originally developed as a comprehensive review of infrastructure projects identified in various adopted plans, including the 1) City’s General Plan, 2) Bicycle Transportation Plan, 3) Downtown Concept Plan and 4) Mission Plaza Concept Plan that will help to maintain the City’s character and quality of life into the future. The Council appointed an ad hoc subcommittee (subcommittee) of Vice-Mayor Pease and Councilmember Stewart. The subcommittee explored a variety issues related to the City’s services, maintenance and upgrades to infrastructure (road improvements & safety upgrades, bridges, sidewalks, etc.) and provided guidance on the questions for the focus groups and survey. A critical element of this effort included evaluating the favorability of potentially renewing and amending the existing LRM (Measure G). An independent research firm conducted two registered voter focus groups in June 2019 and a statistically relevant survey in September 2019. The focus groups included 18 registered voters living in the city. The results provided helpful insight on the importance of services, maintenance and infrastructure upgrades. This insight helped draft the statistically relevant survey questions and specific areas of priority. The survey had 442 individual responses from registered voters in the city, with a +/- 4.9% margin of error. The results of the focus groups and survey show a majority of participants recognize the importance of services, maintaining and upgrading infrastructure. They also recognize that the City needs additional funds to provide that level of service and would support a renewal and amendment of the LRM to achieve those goals. Based upon the results from the focus groups and the survey, the subcommittee is recommending continuing with public outreach and education on the City’s existing and future needs for services, maintenance and upgrades to infrastructure. Continued public engagement and outreach will help gather additional feedback from the community and together with the results from the focus groups and survey will better inform the Council about the community’s interest to potentially place a renewal and amendment of the existing LRM on the November 2020 ballot. DISCUSSION Background A task of the work plan for the Fiscal Sustainability and Responsibility Major City Goal in the 2017-19 Financial Plan was to explore infrastructure financing options and present those to the Council for consideration and implementation. On April 17, 2018, the Council received a report on this task titled, Funding the Future, which identified over 70 infrastructure projects anticipated over twenty years as identified in various approved planning documents. The Funding the Future effort was originally a comprehensive review of infrastructure projects identified in various planning documents. The documents were adopted through extensive public engagement, advisory body review and public hearings. The documents included the 1) City’s General Plan, 2) Bicycle Transportation Plan, 3) Downtown Concept Plan and 4) Mission Plaza Concept Plan and other documents and represent the community’s interest in maintaining the City’s character and quality of life into the future. On February 5, 2019, Council received an update on this effort and directed staff to conduct further public engagement efforts regarding continued Funding the Future analysis and research including resident focus groups and a statistically relevant survey. Council also directed staff to return to the Council with the results for consideration. Council appointed an ad hoc subcommittee of Vice-Mayor Pease and Councilmember Stewart to guide and assist with these efforts. An additional item for consideration and direction by Council was to explore the feasibility of renewing the LRM. The LRM was renewed for eight years by voters in 2014, at a cent rate and will expire in 2023 if not renewed by voters. The LRM is critical in providing the funding for a basic level of services and maintenance of existing infrastructure in the City. Focus Group Results Staff retained an independent survey and research firm, FM3, through a Request for Proposal RFP) process to assist in these efforts. In consultation with the subcommittee, FM3 conducted two focus groups on June 19, 2019 with 18 registered voters from the city. The participants were almost evenly split on gender and generally reflected the demographic and geographic composition of the City’s electorate. The objective was to examine the knowledge and perceptions about City-related services from voters who live in San Luis Obispo. Specifically, the discussions were focused on the City’s need for services, maintenance and infrastructure upgrades and the participants’ priority for the use of City funds. It should be noted that focus groups are not a representative sample of a population and the results are qualitative in nature. As such they should be considered suggestive of the broad attitudes and perceptions held by City residents but cannot be considered to represent these views with statistical precision. They are, however, a valuable opportunity to have an in-depth discussion on various issues facing the City and understand the reasons behind opinions that are held. This work was then used to help inform the survey to determine the preferences and opinions held by the broader population. The results of the Focus Groups showed several general, broad themes: 1) General View of the City a) Overall, most had favorable opinions of living in the City. b) Concerns about living in the City focused on issues that related to maintaining the City’s character and quality of life into the future. 2) Perceived Additional Funding Needs and Support for a Proposed Measure a) There is a general sense that the City has a need for additional funds. b) A general-purpose, simple majority measure that could fund City services and infrastructure projects was principally supported in the groups. c) Participants primarily focused on the need for additional funds for City services and some infrastructure projects. d) Support for a 1-cent general purpose, simple majority sales tax was slightly lower than support for a 1 ½-cent sales tax. This may be attributed to the 1-cent sales tax focusing on infrastructure upgrades while the 1 ½ cent sales tax includes services, maintenance and infrastructure upgrades. e) Most participants agreed that the City did need to ensure there was enough funding to provide services, maintenance and infrastructure upgrades. 3) Perceived Funding Priorities and Reasons Why Funding Is Needed. a) Maintaining the City’s quality of life, character and the need for road improvements, safety upgrades and cross-town connections were the leading reasons to support the proposed 1 ½-cent sales tax measure. The results from the focus groups provided helpful insight to the subcommittee on the importance of services, maintenance and infrastructure upgrades. This insight helped draft the statistically relevant survey and specific areas of priority. Survey Results The survey of registered voters took place between September 15 and 22, 2019, and included 442 individual responses with an overall margin of error of +/- 4.9%. For the survey, FM3 used a dual-mode approach (telephone and online) to produce an all-inclusive, representative sample of the registered voters in the City. Similar surveys have been conducted in the past and have helped inform the Council on decisions to place measures on an upcoming ballot. The survey built upon the feedback received in the focus groups and asked residents’ preferences on a variety of topics including services, maintenance of existing infrastructure, replacement/upgrades of infrastructure and overall spending priorities. The survey asked participants to respond to a sample ballot measure that renewed the existing LRM at a 1 ½ cent rate that focused on maintenance, essential services and infrastructure. The sample ballot measure language was based upon the input from the focus groups. The following is a summary of the survey results: 1) Need for Additional Funds for Services and Infrastructure a) Almost six in ten survey respondents perceive the City needs additional funds to provide the level of services and infrastructure residents need and want, though only about two in ten indicate there is a great need. b) A majority of survey respondents initially support the example ballot measure at 63 percent. This is an increase from a previous survey conducted in April 2018 which had an initial support of 57 percent. The language in the 2018 survey focused solely on upgrades to infrastructure. Based upon the input from the focus groups regarding the importance of services and maintenance of infrastructure, the 2019 survey was broadened to include City services, maintenance and infrastructure upgrades. c) The survey asked respondents if they would support the potential ballot measure at a 1- cent rate. The results show there is no significant difference in support between an extension of the current LRM at a 1½-cent rate or at a 1-cent rate. 63 percent of respondents would vote yes on an LRM at a 1 ½-cent rate while 60 percent of respondents would vote yes on a 1-cent rate. d) The more a survey respondent perceived a need for additional funds for City services, the more one is likely to vote yes in support of a ballot measure. This suggests that additional educational outreach will help inform residents about the City’s needs for additional services, maintenance and infrastructure upgrades. 2) Voter Priorities a) Voters continue to rate with greater importance maintaining (68 percent) rather than improving (42 percent) essential City services. This is consistent with the 2018 survey, when voters rated maintaining (64 percent) rather than improving (42 percent) essential City services. b) The same can be said of maintaining rather than improving City infrastructure, with 61 percent ranking maintaining City infrastructure as extremely/very important rather than 48 percent ranking improving City infrastructure. c) Voters rated requiring all funds used locally; protecting creeks from pollution; addressing homelessness; and maintaining police, fire/emergency response as the most important features of a possible measure. Rating by Extremely/Very Important Requiring all funds used locally 79% Protecting creeks from pollution 73% Addressing Homelessness 71% Maintaining police, fire/emergency response 71% Keeping public areas safe and clean 67% Helping ensure children have safe places to play 67% Preserving open space and natural areas 66% Requiring all funds to benefit the community 66% Protecting long-term fiscal stability 65% Preparing for wildfires and other natural disasters 62% Repairing streets and potholes 62% Increasing affordable housing supplies 59% Replacing fire stations that have been determined by structural engineers to not meet current seismic earthquake standards 59% Retaining and attracting local businesses 55% Maintaining and improving parks 55% Expanding open space and natural areas 54% Public Engagement and Outreach Additional public engagement and outreach is recommended to both inform the community of the needs for the City and receive additional feedback on services, maintenance and infrastructure upgrades. This effort will fall into the following overall approach: Informing and consulting residents/stakeholders on the services, maintenance and infrastructure upgrades needed to help maintain the City’s character and quality of life into the future. The public engagement and outreach plan is intended to educate residents, businesses and other community stakeholders about the need for maintaining/improving services and infrastructure, assist in identifying priorities, and the funding options to support them. The information collected from the community will help inform Council on the community’s receptivity of potentially placing a measure on the November 2020 ballot. The strategy involves a multi- channel communications outreach approach with community feedback opportunities. Examples include presentations to community organizations, neighborhood groups, advisory bodies, City staff, an online survey (Open City Hall) and facility tours/information sessions. Public engagement and outreach will continue into the spring. Council Ad Hoc Subcommittee On February 5, 2019, Council formed a Council Ad Hoc Subcommittee (subcommittee) comprising of Vice-Mayor Pease and Councilmember Stewart. The committee, with the support of staff, have met bi-monthly since May 2019. The subcommittee observed the participants during the focus groups’ discussions, reviewed the survey questions, and provided guidance on the public engagement and outreach plan. Based upon the research and input from the focus groups and survey, the subcommittee is recommending to Council to continue public outreach on the City’s needs for services, maintenance and infrastructure upgrades, including the potential to renew and amend the LRM with ongoing community oversight. The subcommittee also recommends continuing the established subcommittee with Vice Mayor Pease and Council Member Stewart and to request the support and participation of the Revenue Enhancement Oversight Commission (REOC) to help guide further public engagement and outreach efforts. Existing Local Revenue Measure The existing LRM was passed by 70 percent of voters in November 2014. The LRM was a renewal of the City’s half-cent sales tax approved in 2006 that focused on the protection and maintenance of essential services and facilities in the following priorities: 1. Open Space Preservation 2. Bicycle and Pedestrian Improvements 3. Traffic Congestion Relief/Safety Improvements 4. Public Safety 5. Neighborhood Street Paving 6. Code Enforcement 7. Flood Protection 8. Parks and Recreation/Senior Programs and Facilities. 9. Other Vital Services and Capital Projects The funding is split with 70 percent supporting capital projects and 30 percent supporting operations. The LRM has an eight-year sunset, scheduled to expire in spring of 2023. In 2014, the Council established a citizen advisory body, REOC, to review the half-cent sales tax revenues and expenditures, report on the City’s stewardship of this general purpose tax and provide recommendations directly to the City Council regarding expenditures of these tax revenues as an integral part of the budget process. As an advisory body, comprising of five residents, the REOC provides important citizen oversight of local sales tax revenues and expenditures and serves as a venue for citizen engagement on the highest priority for the use of the funds. Previous Council or Advisory Body Action 1. June 18, 2019 - Adoption of the 2019-21 Financial Plan and the Major City Goal: Fiscal Sustainability and Responsibility 2. February 5, 2019 - Potential Next Steps Regarding the Funding the Future Initiative 3. April 17, 2018 - Future SLO Capital Improvement Program 4. January 16, 2018 - Council review of 10-Year Capital Improvement Plan and funding options 5. December 12, 2017 - Budget Foundation: Fiscal Health Response Plan Policy Context The Major City Goals for the 2017-19 and 2019-21 Financial Plans include the Fiscal Sustainability and Responsibility goal. Specifically, the 2019-21 goal states to ‘Continue to implement the City’s Fiscal Responsibility Philosophy with a focus on efficiencies, strategic economic development, unfunded liabilities, and infrastructure financing (Funding the Future).’ Specifically, the workplan directs staff to “Begin efforts for Funding the Future.” (Pg. 68). In the 2017-19 Major City Goal workplan, it states, ‘develop a creative financing plan for development of critical public safety facilities," and, "develop creative infrastructure financing options (grants, land-based funding, local revenues) for Council consideration and implement as directed." (Pg. 432). Public Engagement There were two public engagement efforts completed including two resident focus groups and a statistically relevant survey. Both efforts involved registered voters within the City. Additional public engagement efforts will use the City's Public Engagement Manual and follow an inform and consult model (as previously described) whereby the public will have an opportunity to inform the Council on a potential ballot measure. ENVIRONMENTAL REVIEW The review of the Funding the Future of SLO for potential funding options or public engagement process is exempt from environmental review as a Statutory Exemption under Section 15262 of the CEQA Guidelines, feasibility and planning studies. Each project listed as part of the 10 Year CIP and Funding the Future of SLO will need future authorization and environmental review prior to actual funding or construction. FISCAL IMPACT Budgeted: Yes Budget Year: 2018-19 Funding Identified: Yes Fiscal Analysis: Funding Sources Current FY Cost Annualized On-going Cost Total Project Cost General Fund $99,000 State Federal Fees Other: Total $99,000 As part of the adopted 2017-19 budget, funding for this work was appropriated. The funding has been encumbered to a survey/research firm and communications consultant to complete the research and continue community outreach and engagement efforts. ALTERNATIVES 1. The Council may direct staff to not proceed with further public engagement on this item. Staff does not recommend this approach based upon results from the focus groups and survey. 2. Form a citizen task force to further public engagement efforts. A citizen task force could be formed to continue public engagement and outreach efforts. The subcommittee recommends requesting the REOC, a citizen advisory body with knowledge and oversight on the use of the existing LRM, to help support and participate in this effort. From:Lopez, Stephanie To:"Catherine Lew" Subject:RE: Draft/Preliminary Staff Report and kick off meeting Date:Wednesday, November 13, 2019 8:09:36 AM Good morning, Catherine, How does your afternoon look on November 18th? Is the hope for an hour meeting? Stephanie Lopez Administrative Assistant I Information Technology 990 Palm Street, San Luis Obispo, CA 93401-3249 E slopez@slocity.org T 805.781.7005 slocity.org From: Betz, Ryan <rbetz@slocity.org> Sent: Tuesday, November 12, 2019 10:59 PM To: Catherine Lew <catherine@lewedwardsgroup.com>; Hermann, Greg <GHermann@slocity.org> Cc: Lopez, Stephanie <slopez@slocity.org> Subject: Draft/Preliminary Staff Report and kick off meeting Hello Catherine, It was great speaking to you today. Attached is a draft/preliminary staff report for the City Council meeting on the 12/3. This is a good summary of where we’ve been, what we’ve learned, and where we want to go. Please email me the proposal for a scope of work when it’s ready. Stephanie, can you schedule a kick-off meeting with Catherine, Greg and I for early next week. Thank you, Ryan Betz Assistant to the City Manager City Administration 990 Palm Street, San Luis Obispo, CA 93401-3218 E rbetz@slocity.org T 805.781.7589 slocity.org From: Catherine Lew <catherine@lewedwardsgroup.com> Sent: Thursday, November 7, 2019 2:47 PM To: Hermann, Greg <GHermann@slocity.org>; Betz, Ryan <rbetz@slocity.org> Subject: Great to Speak with you both! Greg and Ryan: As all of us had to hang up so hastily earlier –wanted to say thank you and I’ve enjoyed getting to know both of you and learning about SLO’s current needs. Greg, I look forward to your looping back. Warmly, Catherine Lew, Esq. Principal & Co-Founder The Lew Edwards Group 510-594-0224 x 261 Follow The Lew Edwards Group Twitter at @catherinevlew From:Lopez, Stephanie To:"Catherine Lew" Subject:FW: Draft/Preliminary Staff Report and kick off meeting Date:Friday, November 15, 2019 8:22:44 AM Good morning, My apologies if I missed your reply. Are we able to find a time for next week? Stephanie Lopez Administrative Assistant I Information Technology 990 Palm Street, San Luis Obispo, CA 93401-3249 E slopez@slocity.org T 805.781.7005 slocity.org From: Lopez, Stephanie Sent: Wednesday, November 13, 2019 8:10 AM To: 'Catherine Lew' <catherine@lewedwardsgroup.com> Subject: RE: Draft/Preliminary Staff Report and kick off meeting Good morning, Catherine, How does your afternoon look on November 18th? Is the hope for an hour meeting? Stephanie Lopez Administrative Assistant I Information Technology 990 Palm Street, San Luis Obispo, CA 93401-3249 E slopez@slocity.org T 805.781.7005 slocity.org From: Betz, Ryan <rbetz@slocity.org> Sent: Tuesday, November 12, 2019 10:59 PM To: Catherine Lew <catherine@lewedwardsgroup.com>; Hermann, Greg <GHermann@slocity.org> Cc: Lopez, Stephanie <slopez@slocity.org> Subject: Draft/Preliminary Staff Report and kick off meeting Hello Catherine, It was great speaking to you today. Attached is a draft/preliminary staff report for the City Council meeting on the 12/3. This is a good summary of where we’ve been, what we’ve learned, and where we want to go. Please email me the proposal for a scope of work when it’s ready. Stephanie, can you schedule a kick-off meeting with Catherine, Greg and I for early next week. Thank you, Ryan Betz Assistant to the City Manager City Administration 990 Palm Street, San Luis Obispo, CA 93401-3218 E rbetz@slocity.org T 805.781.7589 slocity.org From: Catherine Lew <catherine@lewedwardsgroup.com> Sent: Thursday, November 7, 2019 2:47 PM To: Hermann, Greg <GHermann@slocity.org>; Betz, Ryan <rbetz@slocity.org> Subject: Great to Speak with you both! Greg and Ryan: As all of us had to hang up so hastily earlier –wanted to say thank you and I’ve enjoyed getting to know both of you and learning about SLO’s current needs. Greg, I look forward to your looping back. Warmly, Catherine Lew, Esq. Principal & Co-Founder The Lew Edwards Group 510-594-0224 x 261 Follow The Lew Edwards Group Twitter at @catherinevlew From:Catherine Lew To:Lopez, Stephanie Subject:RE: Draft/Preliminary Staff Report and kick off meeting Date:Friday, November 15, 2019 4:50:23 PM HI, Stephanie: Thank you and sorry for being out of touch. All of our March cities are placing their measures over the coming two weeks, and we’re slammed right now. 3 pm works From: Lopez, Stephanie <slopez@slocity.org> Sent: Friday, November 15, 2019 8:23 AM To: 'Catherine Lew' <catherine@lewedwardsgroup.com> Subject: FW: Draft/Preliminary Staff Report and kick off meeting Good morning, My apologies if I missed your reply. Are we able to find a time for next week? Stephanie Lopez Administrative Assistant I Information Technology 990 Palm Street, San Luis Obispo, CA 93401-3249 E slopez@slocity.org T 805.781.7005 slocity.org From: Lopez, Stephanie Sent: Wednesday, November 13, 2019 8:10 AM To: 'Catherine Lew' <catherine@lewedwardsgroup.com> Subject: RE: Draft/Preliminary Staff Report and kick off meeting Good morning, Catherine, How does your afternoon look on November 18th? Is the hope for an hour meeting? Stephanie Lopez Administrative Assistant I Information Technology 990 Palm Street, San Luis Obispo, CA 93401-3249 E slopez@slocity.org T 805.781.7005 slocity.org From: Betz, Ryan <rbetz@slocity.org> Sent: Tuesday, November 12, 2019 10:59 PM To: Catherine Lew <catherine@lewedwardsgroup.com>; Hermann, Greg <GHermann@slocity.org> Cc: Lopez, Stephanie <slopez@slocity.org> Subject: Draft/Preliminary Staff Report and kick off meeting Hello Catherine, It was great speaking to you today. Attached is a draft/preliminary staff report for the City Council meeting on the 12/3. This is a good summary of where we’ve been, what we’ve learned, and where we want to go. Please email me the proposal for a scope of work when it’s ready. Stephanie, can you schedule a kick-off meeting with Catherine, Greg and I for early next week. Thank you, Ryan Betz Assistant to the City Manager City Administration 990 Palm Street, San Luis Obispo, CA 93401-3218 E rbetz@slocity.org T 805.781.7589 slocity.org From: Catherine Lew <catherine@lewedwardsgroup.com> Sent: Thursday, November 7, 2019 2:47 PM To: Hermann, Greg <GHermann@slocity.org>; Betz, Ryan <rbetz@slocity.org> Subject: Great to Speak with you both! Greg and Ryan: As all of us had to hang up so hastily earlier –wanted to say thank you and I’ve enjoyed getting to know both of you and learning about SLO’s current needs. Greg, I look forward to your looping back. Warmly, Catherine Lew, Esq. Principal & Co-Founder The Lew Edwards Group 510-594-0224 x 261 Follow The Lew Edwards Group Twitter at @catherinevlew From:Lopez, Stephanie To:Catherine Lew Subject:RE: Draft/Preliminary Staff Report and kick off meeting Date:Monday, November 18, 2019 8:19:36 AM Hi Catherine, I can only imagine! I’m afraid today has been all booked up. Do you have any time tomorrow from 1-3pm, Wednesday 1-2pm, or Thursday 9-10am? Stephanie Lopez Administrative Assistant I Information Technology 990 Palm Street, San Luis Obispo, CA 93401-3249 E slopez@slocity.org T 805.781.7005 slocity.org From: Catherine Lew <catherine@lewedwardsgroup.com> Sent: Friday, November 15, 2019 4:50 PM To: Lopez, Stephanie <slopez@slocity.org> Subject: RE: Draft/Preliminary Staff Report and kick off meeting HI, Stephanie: Thank you and sorry for being out of touch. All of our March cities are placing their measures over the coming two weeks, and we’re slammed right now. 3 pm works From: Lopez, Stephanie <slopez@slocity.org> Sent: Friday, November 15, 2019 8:23 AM To: 'Catherine Lew' <catherine@lewedwardsgroup.com> Subject: FW: Draft/Preliminary Staff Report and kick off meeting Good morning, My apologies if I missed your reply. Are we able to find a time for next week? Stephanie Lopez Administrative Assistant I Information Technology 990 Palm Street, San Luis Obispo, CA 93401-3249 E slopez@slocity.org T 805.781.7005 slocity.org From: Lopez, Stephanie Sent: Wednesday, November 13, 2019 8:10 AM To: 'Catherine Lew' <catherine@lewedwardsgroup.com> Subject: RE: Draft/Preliminary Staff Report and kick off meeting Good morning, Catherine, How does your afternoon look on November 18th? Is the hope for an hour meeting? Stephanie Lopez Administrative Assistant I Information Technology 990 Palm Street, San Luis Obispo, CA 93401-3249 E slopez@slocity.org T 805.781.7005 slocity.org From: Betz, Ryan <rbetz@slocity.org> Sent: Tuesday, November 12, 2019 10:59 PM To: Catherine Lew <catherine@lewedwardsgroup.com>; Hermann, Greg <GHermann@slocity.org> Cc: Lopez, Stephanie <slopez@slocity.org> Subject: Draft/Preliminary Staff Report and kick off meeting Hello Catherine, It was great speaking to you today. Attached is a draft/preliminary staff report for the City Council meeting on the 12/3. This is a good summary of where we’ve been, what we’ve learned, and where we want to go. Please email me the proposal for a scope of work when it’s ready. Stephanie, can you schedule a kick-off meeting with Catherine, Greg and I for early next week. Thank you, Ryan Betz Assistant to the City Manager City Administration 990 Palm Street, San Luis Obispo, CA 93401-3218 E rbetz@slocity.org T 805.781.7589 slocity.org From: Catherine Lew <catherine@lewedwardsgroup.com> Sent: Thursday, November 7, 2019 2:47 PM To: Hermann, Greg <GHermann@slocity.org>; Betz, Ryan <rbetz@slocity.org> Subject: Great to Speak with you both! Greg and Ryan: As all of us had to hang up so hastily earlier –wanted to say thank you and I’ve enjoyed getting to know both of you and learning about SLO’s current needs. Greg, I look forward to your looping back. Warmly, Catherine Lew, Esq. Principal & Co-Founder The Lew Edwards Group 510-594-0224 x 261 Follow The Lew Edwards Group Twitter at @catherinevlew From:Catherine Lew To:Lopez, Stephanie Subject:RE: Draft/Preliminary Staff Report and kick off meeting Date:Tuesday, November 19, 2019 9:15:10 AM Good morning! Thursday 9 am works but I’ll need a number to call the city on--thanks From: Lopez, Stephanie <slopez@slocity.org> Sent: Monday, November 18, 2019 8:20 AM To: Catherine Lew <catherine@lewedwardsgroup.com> Subject: RE: Draft/Preliminary Staff Report and kick off meeting Hi Catherine, I can only imagine! I’m afraid today has been all booked up. Do you have any time tomorrow from 1-3pm, Wednesday 1-2pm, or Thursday 9-10am? Stephanie Lopez Administrative Assistant I Information Technology 990 Palm Street, San Luis Obispo, CA 93401-3249 E slopez@slocity.org T 805.781.7005 slocity.org From: Catherine Lew <catherine@lewedwardsgroup.com> Sent: Friday, November 15, 2019 4:50 PM To: Lopez, Stephanie <slopez@slocity.org> Subject: RE: Draft/Preliminary Staff Report and kick off meeting HI, Stephanie: Thank you and sorry for being out of touch. All of our March cities are placing their measures over the coming two weeks, and we’re slammed right now. 3 pm works From: Lopez, Stephanie <slopez@slocity.org> Sent: Friday, November 15, 2019 8:23 AM To: 'Catherine Lew' <catherine@lewedwardsgroup.com> Subject: FW: Draft/Preliminary Staff Report and kick off meeting Good morning, My apologies if I missed your reply. Are we able to find a time for next week? Stephanie Lopez Administrative Assistant I Information Technology 990 Palm Street, San Luis Obispo, CA 93401-3249 E slopez@slocity.org T 805.781.7005 slocity.org From: Lopez, Stephanie Sent: Wednesday, November 13, 2019 8:10 AM To: 'Catherine Lew' <catherine@lewedwardsgroup.com> Subject: RE: Draft/Preliminary Staff Report and kick off meeting Good morning, Catherine, How does your afternoon look on November 18th? Is the hope for an hour meeting? Stephanie Lopez Administrative Assistant I Information Technology 990 Palm Street, San Luis Obispo, CA 93401-3249 E slopez@slocity.org T 805.781.7005 slocity.org From: Betz, Ryan <rbetz@slocity.org> Sent: Tuesday, November 12, 2019 10:59 PM To: Catherine Lew <catherine@lewedwardsgroup.com>; Hermann, Greg <GHermann@slocity.org> Cc: Lopez, Stephanie <slopez@slocity.org> Subject: Draft/Preliminary Staff Report and kick off meeting Hello Catherine, It was great speaking to you today. Attached is a draft/preliminary staff report for the City Council meeting on the 12/3. This is a good summary of where we’ve been, what we’ve learned, and where we want to go. Please email me the proposal for a scope of work when it’s ready. Stephanie, can you schedule a kick-off meeting with Catherine, Greg and I for early next week. Thank you, Ryan Betz Assistant to the City Manager City Administration 990 Palm Street, San Luis Obispo, CA 93401-3218 E rbetz@slocity.org T 805.781.7589 slocity.org From: Catherine Lew <catherine@lewedwardsgroup.com> Sent: Thursday, November 7, 2019 2:47 PM To: Hermann, Greg <GHermann@slocity.org>; Betz, Ryan <rbetz@slocity.org> Subject: Great to Speak with you both! Greg and Ryan: As all of us had to hang up so hastily earlier –wanted to say thank you and I’ve enjoyed getting to know both of you and learning about SLO’s current needs. Greg, I look forward to your looping back. Warmly, Catherine Lew, Esq. Principal & Co-Founder The Lew Edwards Group 510-594-0224 x 261 Follow The Lew Edwards Group Twitter at @catherinevlew From:Betz, Ryan To:Catherine Lew; Hermann, Greg Cc:Tonikian, Victoria Subject:RE: Draft/Preliminary Staff Report and kick off meeting Date:Tuesday, November 19, 2019 9:51:15 AM Attachments:Draft-Preliminary Staff Report for 12-3-19.doc Hello Catherine, I hope all is well up in the Bay Area. I was just checking in to see if you had a chance to put together a proposal for a scope of work? A simple, summarized proposal will work. We want to process that ASAP and ahead of our meeting on Thursday. Also, were you able to read the staff report (attached, just in case) and if there were any ‘red flags’ you identified? Richard Bernard and our staff executive team have already reviewed it, but wanted to know your perspective. Thank you, Ryan Betz Assistant to the City Manager City Administration 990 Palm Street, San Luis Obispo, CA 93401-3218 E rbetz@slocity.org T 805.781.7589 slocity.org From: Betz, Ryan Sent: Tuesday, November 12, 2019 10:59 PM To: Catherine Lew <catherine@lewedwardsgroup.com>; Hermann, Greg <GHermann@slocity.org> Cc: Lopez, Stephanie <slopez@slocity.org> Subject: Draft/Preliminary Staff Report and kick off meeting Hello Catherine, It was great speaking to you today. Attached is a draft/preliminary staff report for the City Council meeting on the 12/3. This is a good summary of where we’ve been, what we’ve learned, and where we want to go. Please email me the proposal for a scope of work when it’s ready. Stephanie, can you schedule a kick-off meeting with Catherine, Greg and I for early next week. Thank you, Ryan Betz Assistant to the City Manager City Administration 990 Palm Street, San Luis Obispo, CA 93401-3218 E rbetz@slocity.org T 805.781.7589 slocity.org From: Catherine Lew <catherine@lewedwardsgroup.com> Sent: Thursday, November 7, 2019 2:47 PM To: Hermann, Greg <GHermann@slocity.org>; Betz, Ryan <rbetz@slocity.org> Subject: Great to Speak with you both! Greg and Ryan: As all of us had to hang up so hastily earlier –wanted to say thank you and I’ve enjoyed getting to know both of you and learning about SLO’s current needs. Greg, I look forward to your looping back. Warmly, Catherine Lew, Esq. Principal & Co-Founder The Lew Edwards Group 510-594-0224 x 261 Follow The Lew Edwards Group Twitter at @catherinevlew rom:Catherine Lew To:Betz, Ryan; Hermann, Greg Cc:Tonikian, Victoria Subject:RE: Draft/Preliminary Staff Report and kick off meeting Date:Wednesday, November 20, 2019 2:05:52 PM Attachments:Draft-Preliminary Staff Report for 12-3-19.doc Hi, Ryan! Excited to be talking to you both tomorrow am! Attached are my comments and suggestions to the staff report—great job! So comprehensive. We can discuss more tomorrow, but generally I do a line by line review to: 1. Smooth out places that critics in the region or our other cities have seized upon as being political or problematic 2. Suggested slightly different wording to more significantly emphasize “voter-approved,” local,” and “community input” or perspectives and excise terms that may unintentionally appear political 3. The main strategy item I would flag is the City’s branding of the engagement effort, which I have raised in both of our phone conversations. But perhaps that ship has sailed. I hope you find the comments helpful—please feel welcome to use some, all or nothing. As to the scope, I’ll need to check in with the admin team when I get back to the office this afternoon. The entire firm is slammed because our March clients are all placing their measures on the ballot. As needed, I’ll lend a hand to make sure you get something today. Until the morning! Warmly, CAtherine From: Betz, Ryan <rbetz@slocity.org> Sent: Tuesday, November 19, 2019 9:51 AM To: Catherine Lew <catherine@lewedwardsgroup.com>; Hermann, Greg <GHermann@slocity.org> Cc: Tonikian, Victoria <vtonikia@slocity.org> Subject: RE: Draft/Preliminary Staff Report and kick off meeting Hello Catherine, I hope all is well up in the Bay Area. I was just checking in to see if you had a chance to put together a proposal for a scope of work? A simple, summarized proposal will work. We want to process that ASAP and ahead of our meeting on Thursday. Also, were you able to read the staff report (attached, just in case) and if there were any ‘red flags’ you identified? Richard Bernard and our staff executive team have already reviewed it, but wanted to know your perspective. Thank you, Ryan Betz Assistant to the City Manager City Administration 990 Palm Street, San Luis Obispo, CA 93401-3218 E rbetz@slocity.org T 805.781.7589 slocity.org From: Betz, Ryan Sent: Tuesday, November 12, 2019 10:59 PM To: Catherine Lew <catherine@lewedwardsgroup.com>; Hermann, Greg <GHermann@slocity.org> Cc: Lopez, Stephanie <slopez@slocity.org> Subject: Draft/Preliminary Staff Report and kick off meeting Hello Catherine, It was great speaking to you today. Attached is a draft/preliminary staff report for the City Council meeting on the 12/3. This is a good summary of where we’ve been, what we’ve learned, and where we want to go. Please email me the proposal for a scope of work when it’s ready. Stephanie, can you schedule a kick-off meeting with Catherine, Greg and I for early next week. Thank you, Ryan Betz Assistant to the City Manager City Administration 990 Palm Street, San Luis Obispo, CA 93401-3218 E rbetz@slocity.org T 805.781.7589 slocity.org From: Catherine Lew <catherine@lewedwardsgroup.com> Sent: Thursday, November 7, 2019 2:47 PM To: Hermann, Greg <GHermann@slocity.org>; Betz, Ryan <rbetz@slocity.org> Subject: Great to Speak with you both! Greg and Ryan: As all of us had to hang up so hastily earlier –wanted to say thank you and I’ve enjoyed getting to know both of you and learning about SLO’s current needs. Greg, I look forward to your looping back. Warmly, Catherine Lew, Esq. Principal & Co-Founder The Lew Edwards Group 510-594-0224 x 261 Follow The Lew Edwards Group Twitter at @catherinevlew From:Catherine Lew To:Betz, Ryan; Hermann, Greg Cc:Tonikian, Victoria; Lew Edwards Group Subject:Scope Date:Wednesday, November 20, 2019 4:17:37 PM Attachments:SLO.2019.CEO.AdvisoryScopePO.pdf LEG.w9.pdf Hi, Ryan: attached is a simple, straightforward one page scope along with a current W9. The punchline is this: as a returning client the City will receive LEG’s nonprofit rate (which is only available to one other city this cycle). This entitles you to direct access to me for the high level sounding board collaboration that the City appears to need. When I’ve done this before, usually communications are centralized through one City representative, there are no regularly scheduled calls, we speak as things come up and over email. So I don’t typically engage with other staff/electeds/consultants. Some months the services involve nothing more than one phone call. Other months, there’s much more activity. We go with the flow and everyone is very happy with this model. As I’ve mentioned without exception LEG does not bill or track work on an hourly or time and materials basis, our admin team (copied on this email) usually invoices once a month against a purchase order. For tomorrow, I know there are items you and Greg undoubtedly want to cover, but on my end in addition to the engagement branding/timeline we should definitely loop in on how we can ensure our collaboration is effective, decisive and seamless. Warmly, Catherine From: Catherine Lew <catherine@lewedwardsgroup.com> Sent: Wednesday, November 20, 2019 2:06 PM To: 'Betz, Ryan' <rbetz@slocity.org>; 'Hermann, Greg' <GHermann@slocity.org> Cc: 'Tonikian, Victoria' <vtonikia@slocity.org> Subject: RE: Draft/Preliminary Staff Report and kick off meeting Hi, Ryan! Excited to be talking to you both tomorrow am! Attached are my comments and suggestions to the staff report—great job! So comprehensive. We can discuss more tomorrow, but generally I do a line by line review to: 1. Smooth out places that critics in the region or our other cities have seized upon as being political or problematic 2. Suggested slightly different wording to more significantly emphasize “voter-approved,” local,” and “community input” or perspectives and excise terms that may unintentionally appear political 3. The main strategy item I would flag is the City’s branding of the engagement effort, which I have raised in both of our phone conversations. But perhaps that ship has sailed. I hope you find the comments helpful—please feel welcome to use some, all or nothing. As to the scope, I’ll need to check in with the admin team when I get back to the office this afternoon. The entire firm is slammed because our March clients are all placing their measures on the ballot. As needed, I’ll lend a hand to make sure you get something today. Until the morning! Warmly, CAtherine From: Betz, Ryan <rbetz@slocity.org> Sent: Tuesday, November 19, 2019 9:51 AM To: Catherine Lew <catherine@lewedwardsgroup.com>; Hermann, Greg <GHermann@slocity.org> Cc: Tonikian, Victoria <vtonikia@slocity.org> Subject: RE: Draft/Preliminary Staff Report and kick off meeting Hello Catherine, I hope all is well up in the Bay Area. I was just checking in to see if you had a chance to put together a proposal for a scope of work? A simple, summarized proposal will work. We want to process that ASAP and ahead of our meeting on Thursday. Also, were you able to read the staff report (attached, just in case) and if there were any ‘red flags’ you identified? Richard Bernard and our staff executive team have already reviewed it, but wanted to know your perspective. Thank you, Ryan Betz Assistant to the City Manager City Administration 990 Palm Street, San Luis Obispo, CA 93401-3218 E rbetz@slocity.org T 805.781.7589 slocity.org From: Betz, Ryan Sent: Tuesday, November 12, 2019 10:59 PM To: Catherine Lew <catherine@lewedwardsgroup.com>; Hermann, Greg <GHermann@slocity.org> Cc: Lopez, Stephanie <slopez@slocity.org> Subject: Draft/Preliminary Staff Report and kick off meeting Hello Catherine, It was great speaking to you today. Attached is a draft/preliminary staff report for the City Council meeting on the 12/3. This is a good summary of where we’ve been, what we’ve learned, and where we want to go. Please email me the proposal for a scope of work when it’s ready. Stephanie, can you schedule a kick-off meeting with Catherine, Greg and I for early next week. Thank you, Ryan Betz Assistant to the City Manager City Administration 990 Palm Street, San Luis Obispo, CA 93401-3218 E rbetz@slocity.org T 805.781.7589 slocity.org From: Catherine Lew <catherine@lewedwardsgroup.com> Sent: Thursday, November 7, 2019 2:47 PM To: Hermann, Greg <GHermann@slocity.org>; Betz, Ryan <rbetz@slocity.org> Subject: Great to Speak with you both! Greg and Ryan: As all of us had to hang up so hastily earlier –wanted to say thank you and I’ve enjoyed getting to know both of you and learning about SLO’s current needs. Greg, I look forward to your looping back. Warmly, Catherine Lew, Esq. Principal & Co-Founder The Lew Edwards Group 510-594-0224 x 261 Follow The Lew Edwards Group Twitter at @catherinevlew Form w_9 Rev. October 2018) Department of the Treasury Internal Revenue Service 1 Name (as shoe 0. o Uomarn a> a) U) Business Request for Taxpayer Identification Number and Certification III Go to on your incorye tax return). name, if different for instructions and the latest information. on this line; do not leave Give Form to the requester. Do not send to the IRS. 3 Check appropriate box for federal tax classification of the person whose name is entered on line 1. Check only one of the 4 Exemptions (codes apply only tofollowingsevenboxes. certain entities, not individuals; see Individual/sole proprietor or C Corporation S Corporation Partnership Trustlestate instructions on page 3): single -member LLC Limited liability company. Enter the tax classification (C=C corporation, S=S corporation, P=Partnership) Note: Check the appropriate box in the line above for the tax classification of the single -member owner. Do not checkLLCiftheLLCisclassifiedasasingle -member LLC that is disregarded from the owner unless the owner of the LLC is another LLC that is not disregarded from the owner for U.S. federal tax purposes. Otherwise, a single -member LLC theisdisregardedfromtheownershouldchecktheappropriateboxforthetaxclassificationofitsowner. Other 6 City, state, And ZIP and apt. or suite no.) See optional) Exempt payee code (if any) Exemption from FATCA reporting code (if any) Applies to accounts maintained ovtside the U.S./ Requester's name and m&um I axpayer Identification Number (TIN) Enter your TIN in the appropriate box. The TIN provided must match the name given on line 1 to avoid backup withholding. For individuals, this is generally your social security number (SSN). However, for a resident alien, sole proprietor, or disregarded entity, see the instructions for Part I, later. For other entities, it is your employer identification number (EIN). If you do not have a number, see Now to get aTIN, later. Note: If the account is in more than one name, see the instructions for line 1. Also see What Name and Number To Give the Requester for guidelines on whose number to enter. security 1. The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me); and 2. 1 am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal RevenueService (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I amnolongersubjecttobackupwithholding; and 3. 1 am a U.S. citizen or other U.S. person (defined below); and 4. The FATCA code(s) entered on this form (if any) indicating that I am exempt from FATCA reporting is correct. Certification instructions. You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding becauseyouhavefailedtoreportallinterestanddividendsonyourtaxreturn. For real estate transactions, item 2 does not apply. For mortgage interest paid, acquisition or abandonment of s property, cancellation of debt, contributions to an individual retirement arrangement (IRA), and generally, paymentsotherthaninterestanddividearenotmiredtosignthecon, but you must provide your correct TIN. See the instructions for Part II, later. Sign Signature of 10 Here U.S, person Date General Instructions Section references are to the Internal Revenue Code unless otherwise noted. Future developments. For the latest information about developments related to Form W-9 and its instructions, such as legislation enacted after they were published, go to www.irs.gov1FormW9. Purpose of Form An individual or entity (Form W-9 requester) who is required to file an information return with the IRS must obtain your correct taxpayer identification number (TIN) which may be your social security number SSN), individual taxpayer identification number (ITIN), adoption taxpayer identification number (ATIN), or employer identification number EIN), to report on an information return the amount paid to you, or other amount reportable on an information return. Examples of information returns include, but are not limited to, the following. Form 1099-INT (interest earned or paid) Form 1099-DIV (dividends, including those from stocks or mutual funds) Form 1099-MISC (various types of income, prizes, awards, or gross proceeds) Form 1099-B (stock or mutual fund sales and certain other transactions by brokers) Form 1099-S (proceeds from real estate transactions) Form 1099-K (merchant card and third party network transactions) Form 1098 (home mortgage interest), 1098-E (student loan interest), 1098-T (tuition) Form 1099-C (canceled debt) Form 1099-A (acquisition or abandonment of secured property) Use Form W-9 only if you are a U.S. person (including a resident alien), to provide your correct TIN. If you do not return Form W-9 to the requester with a TIN, you might be subject to backup withholding. See What is backup withholding, later. Cat. No. 10231X Form W-9 (Rev.10-2018) LEW EDWARDS GROUP SCOPE OF SERVICES CONSULTANT SERVICES FOR ENGAGEMENT PROJECT SCOPE OF SERVICES – PURCHASE ORDER EXHIBIT As of November 15, 2019 The Lew Edwards Group will provide the following Scope of Wor k on a month to month basis commencing November 2019 through the Fiscal Year ending June 30, 2020. Either party may suspend or terminate services upon two weeks’ notice to the other. City shall pay Consultant fees through date of termination. The parties may mutually agree to extend this agreement beyond June 30, 2020. If so, Consultant’s nonprofit rate of $3500/month shall apply to the extended period. Preparation, Research and Background Conduct media audit of City-related issues in the current public arena. Conduct review of current demographics within the City. Review archival information pertaining to LEG’s past City project and Best Practices in similar projects in the region. Review recent and past survey results. Participate in Kickoff teleconference. Strategic Advisory Services Provide high level strategic advice for the duration of the engagement. Provide peer review to City draft materials. Consultant to be provided with a minimum of 48 hours to review/comment. If available, provide fast phone and email consultation on selected urgent or rapid response needs. Legal advice or services is expressly not within Consultant’s Scope of Work. Consultant will not be attending on-site or ongoing meetings or conference calls. The parties envision no more than one conference call per month, with limited email and ad hoc communications in between. Communications will be centralized through Assistant to the City Manager Ryan Betz. PAYMENT OF SERVICES Consultant shall be paid as follows: Two Thousand, Four Hundred and Ninety Dollars ($2,490) on November 29, 2019; Two Thousand Dollars ($2,000) on December 31, 2019; and Six payments of One Thousand, Seven Hundred and Fifty Dollars ($1,750.00) per payment due and payable on the last business day of each month commencing January 31, 2020 and ending on June 30, 2020. From:Betz, Ryan To:Catherine Lew; Hermann, Greg Cc:Tonikian, Victoria; Lew Edwards Group Subject:RE: Scope Date:Thursday, November 21, 2019 8:20:37 AM Good morning Catherine, Thank you for sending this over and looking forward to our discussion at 9:00 am. Ryan Betz Assistant to the City Manager City Administration 990 Palm Street, San Luis Obispo, CA 93401-3218 E rbetz@slocity.org T 805.781.7589 slocity.org From: Catherine Lew <catherine@lewedwardsgroup.com> Sent: Wednesday, November 20, 2019 4:17 PM To: Betz, Ryan <rbetz@slocity.org>; Hermann, Greg <GHermann@slocity.org> Cc: Tonikian, Victoria <vtonikia@slocity.org>; Lew Edwards Group <info@lewedwardsgroup.com> Subject: Scope Hi, Ryan: attached is a simple, straightforward one page scope along with a current W9. The punchline is this: as a returning client the City will receive LEG’s nonprofit rate (which is only available to one other city this cycle). This entitles you to direct access to me for the high level sounding board collaboration that the City appears to need. When I’ve done this before, usually communications are centralized through one City representative, there are no regularly scheduled calls, we speak as things come up and over email. So I don’t typically engage with other staff/electeds/consultants. Some months the services involve nothing more than one phone call. Other months, there’s much more activity. We go with the flow and everyone is very happy with this model. As I’ve mentioned without exception LEG does not bill or track work on an hourly or time and materials basis, our admin team (copied on this email) usually invoices once a month against a purchase order. For tomorrow, I know there are items you and Greg undoubtedly want to cover, but on my end in addition to the engagement branding/timeline we should definitely loop in on how we can ensure our collaboration is effective, decisive and seamless. Warmly, Catherine From: Catherine Lew <catherine@lewedwardsgroup.com> Sent: Wednesday, November 20, 2019 2:06 PM To: 'Betz, Ryan' <rbetz@slocity.org>; 'Hermann, Greg' <GHermann@slocity.org> Cc: 'Tonikian, Victoria' <vtonikia@slocity.org> Subject: RE: Draft/Preliminary Staff Report and kick off meeting Hi, Ryan! Excited to be talking to you both tomorrow am! Attached are my comments and suggestions to the staff report—great job! So comprehensive. We can discuss more tomorrow, but generally I do a line by line review to: 1. Smooth out places that critics in the region or our other cities have seized upon as being political or problematic 2. Suggested slightly different wording to more significantly emphasize “voter-approved,” local,” and “community input” or perspectives and excise terms that may unintentionally appear political 3. The main strategy item I would flag is the City’s branding of the engagement effort, which I have raised in both of our phone conversations. But perhaps that ship has sailed. I hope you find the comments helpful—please feel welcome to use some, all or nothing. As to the scope, I’ll need to check in with the admin team when I get back to the office this afternoon. The entire firm is slammed because our March clients are all placing their measures on the ballot. As needed, I’ll lend a hand to make sure you get something today. Until the morning! Warmly, CAtherine From: Betz, Ryan <rbetz@slocity.org> Sent: Tuesday, November 19, 2019 9:51 AM To: Catherine Lew <catherine@lewedwardsgroup.com>; Hermann, Greg <GHermann@slocity.org> Cc: Tonikian, Victoria <vtonikia@slocity.org> Subject: RE: Draft/Preliminary Staff Report and kick off meeting Hello Catherine, I hope all is well up in the Bay Area. I was just checking in to see if you had a chance to put together a proposal for a scope of work? A simple, summarized proposal will work. We want to process that ASAP and ahead of our meeting on Thursday. Also, were you able to read the staff report (attached, just in case) and if there were any ‘red flags’ you identified? Richard Bernard and our staff executive team have already reviewed it, but wanted to know your perspective. Thank you, Ryan Betz Assistant to the City Manager City Administration 990 Palm Street, San Luis Obispo, CA 93401-3218 E rbetz@slocity.org T 805.781.7589 slocity.org From: Betz, Ryan Sent: Tuesday, November 12, 2019 10:59 PM To: Catherine Lew <catherine@lewedwardsgroup.com>; Hermann, Greg <GHermann@slocity.org> Cc: Lopez, Stephanie <slopez@slocity.org> Subject: Draft/Preliminary Staff Report and kick off meeting Hello Catherine, It was great speaking to you today. Attached is a draft/preliminary staff report for the City Council meeting on the 12/3. This is a good summary of where we’ve been, what we’ve learned, and where we want to go. Please email me the proposal for a scope of work when it’s ready. Stephanie, can you schedule a kick-off meeting with Catherine, Greg and I for early next week. Thank you, Ryan Betz Assistant to the City Manager City Administration 990 Palm Street, San Luis Obispo, CA 93401-3218 E rbetz@slocity.org T 805.781.7589 slocity.org From: Catherine Lew <catherine@lewedwardsgroup.com> Sent: Thursday, November 7, 2019 2:47 PM To: Hermann, Greg <GHermann@slocity.org>; Betz, Ryan <rbetz@slocity.org> Subject: Great to Speak with you both! Greg and Ryan: As all of us had to hang up so hastily earlier –wanted to say thank you and I’ve enjoyed getting to know both of you and learning about SLO’s current needs. Greg, I look forward to your looping back. Warmly, Catherine Lew, Esq. Principal & Co-Founder The Lew Edwards Group 510-594-0224 x 261 Follow The Lew Edwards Group Twitter at @catherinevlew From:Catherine Lew To:Betz, Ryan; Hermann, Greg Cc:Tonikian, Victoria; "Lew Edwards Group" Subject:RE: Scope Date:Thursday, November 21, 2019 8:54:42 AM Excited! From: Betz, Ryan <rbetz@slocity.org> Sent: Thursday, November 21, 2019 8:21 AM To: Catherine Lew <catherine@lewedwardsgroup.com>; Hermann, Greg <GHermann@slocity.org> Cc: Tonikian, Victoria <vtonikia@slocity.org>; Lew Edwards Group <info@lewedwardsgroup.com> Subject: RE: Scope Good morning Catherine, Thank you for sending this over and looking forward to our discussion at 9:00 am. Ryan Betz Assistant to the City Manager City Administration 990 Palm Street, San Luis Obispo, CA 93401-3218 E rbetz@slocity.org T 805.781.7589 slocity.org From: Catherine Lew <catherine@lewedwardsgroup.com> Sent: Wednesday, November 20, 2019 4:17 PM To: Betz, Ryan <rbetz@slocity.org>; Hermann, Greg <GHermann@slocity.org> Cc: Tonikian, Victoria <vtonikia@slocity.org>; Lew Edwards Group <info@lewedwardsgroup.com> Subject: Scope Hi, Ryan: attached is a simple, straightforward one page scope along with a current W9. The punchline is this: as a returning client the City will receive LEG’s nonprofit rate (which is only available to one other city this cycle). This entitles you to direct access to me for the high level sounding board collaboration that the City appears to need. When I’ve done this before, usually communications are centralized through one City representative, there are no regularly scheduled calls, we speak as things come up and over email. So I don’t typically engage with other staff/electeds/consultants. Some months the services involve nothing more than one phone call. Other months, there’s much more activity. We go with the flow and everyone is very happy with this model. As I’ve mentioned without exception LEG does not bill or track work on an hourly or time and materials basis, our admin team (copied on this email) usually invoices once a month against a purchase order. For tomorrow, I know there are items you and Greg undoubtedly want to cover, but on my end in addition to the engagement branding/timeline we should definitely loop in on how we can ensure our collaboration is effective, decisive and seamless. Warmly, Catherine From: Catherine Lew <catherine@lewedwardsgroup.com> Sent: Wednesday, November 20, 2019 2:06 PM To: 'Betz, Ryan' <rbetz@slocity.org>; 'Hermann, Greg' <GHermann@slocity.org> Cc: 'Tonikian, Victoria' <vtonikia@slocity.org> Subject: RE: Draft/Preliminary Staff Report and kick off meeting Hi, Ryan! Excited to be talking to you both tomorrow am! Attached are my comments and suggestions to the staff report—great job! So comprehensive. We can discuss more tomorrow, but generally I do a line by line review to: 1. Smooth out places that critics in the region or our other cities have seized upon as being political or problematic 2. Suggested slightly different wording to more significantly emphasize “voter-approved,” local,” and “community input” or perspectives and excise terms that may unintentionally appear political 3. The main strategy item I would flag is the City’s branding of the engagement effort, which I have raised in both of our phone conversations. But perhaps that ship has sailed. I hope you find the comments helpful—please feel welcome to use some, all or nothing. As to the scope, I’ll need to check in with the admin team when I get back to the office this afternoon. The entire firm is slammed because our March clients are all placing their measures on the ballot. As needed, I’ll lend a hand to make sure you get something today. Until the morning! Warmly, CAtherine From: Betz, Ryan <rbetz@slocity.org> Sent: Tuesday, November 19, 2019 9:51 AM To: Catherine Lew <catherine@lewedwardsgroup.com>; Hermann, Greg <GHermann@slocity.org> Cc: Tonikian, Victoria <vtonikia@slocity.org> Subject: RE: Draft/Preliminary Staff Report and kick off meeting Hello Catherine, I hope all is well up in the Bay Area. I was just checking in to see if you had a chance to put together a proposal for a scope of work? A simple, summarized proposal will work. We want to process that ASAP and ahead of our meeting on Thursday. Also, were you able to read the staff report (attached, just in case) and if there were any ‘red flags’ you identified? Richard Bernard and our staff executive team have already reviewed it, but wanted to know your perspective. Thank you, Ryan Betz Assistant to the City Manager City Administration 990 Palm Street, San Luis Obispo, CA 93401-3218 E rbetz@slocity.org T 805.781.7589 slocity.org From: Betz, Ryan Sent: Tuesday, November 12, 2019 10:59 PM To: Catherine Lew <catherine@lewedwardsgroup.com>; Hermann, Greg <GHermann@slocity.org> Cc: Lopez, Stephanie <slopez@slocity.org> Subject: Draft/Preliminary Staff Report and kick off meeting Hello Catherine, It was great speaking to you today. Attached is a draft/preliminary staff report for the City Council meeting on the 12/3. This is a good summary of where we’ve been, what we’ve learned, and where we want to go. Please email me the proposal for a scope of work when it’s ready. Stephanie, can you schedule a kick-off meeting with Catherine, Greg and I for early next week. Thank you, Ryan Betz Assistant to the City Manager City Administration 990 Palm Street, San Luis Obispo, CA 93401-3218 E rbetz@slocity.org T 805.781.7589 slocity.org From: Catherine Lew <catherine@lewedwardsgroup.com> Sent: Thursday, November 7, 2019 2:47 PM To: Hermann, Greg <GHermann@slocity.org>; Betz, Ryan <rbetz@slocity.org> Subject: Great to Speak with you both! Greg and Ryan: As all of us had to hang up so hastily earlier –wanted to say thank you and I’ve enjoyed getting to know both of you and learning about SLO’s current needs. Greg, I look forward to your looping back. Warmly, Catherine Lew, Esq. Principal & Co-Founder The Lew Edwards Group 510-594-0224 x 261 Follow The Lew Edwards Group Twitter at @catherinevlew From:Catherine Lew To:Betz, Ryan; Hermann, Greg Cc:info@lewedwardsgroup.com Subject:UPDATED Scope Date:Thursday, November 21, 2019 8:09:03 PM Attachments:SLO.2019.CEO.AdvisoryScopePO.V2.pdf Hi Ryan: attached is the revised scope. The punchline is as follows— I did make the scope a bit leaner and the term only runs through your current fiscal year of June 30th and is titled “Engagement Scope” which does not exceed $15,000 I assume then this means that should the City wish to extend beyond next spring we could do for the Ballot Measure Information which is technically a different scope, July – October 2020 through a new PO. But if so we would want to do so under our nonprofit rate at that time, which would still be under $15,000 As for this scope’s cost, under the previous proposal the City was already receiving a rate that is not available to other cities which only one other returning client has received. Though technically these details are public information, if you were to be asked by any other city seeking a reference on our firm on what we charged you I would ask that you simply say that you got a special rate because of the City’s long relationship with the firm and leave it that. Under no circumstances would I want anyone else to think they could get this rate. Can you “reply all” to this email with the name/contact info of the person who should be receiving the invoices moving forward? Or is you? Thank you!!!!!!!!!! Catherine From: Betz, Ryan <rbetz@slocity.org> Sent: Thursday, November 21, 2019 8:58 AM To: Hermann, Greg <GHermann@slocity.org>; Catherine Lew <catherine@lewedwardsgroup.com> Cc: Tonikian, Victoria <vtonikia@slocity.org> Subject: RE: Kick-Off Meeting with Catherine Lew Good morning Catherine, For this morning’s meeting, please call me on my office line: 805-781-7589 Ryan Betz Assistant to the City Manager City Administration 990 Palm Street, San Luis Obispo, CA 93401-3218 E rbetz@slocity.org T 805.781.7589 slocity.org From: Betz, Ryan LEW EDWARDS GROUP SCOPE OF SERVICES CONSULTANT SERVICES FOR ENGAGEMENT PROJECT SCOPE OF SERVICES – PURCHASE ORDER EXHIBIT As of November 15, 2019 The Lew Edwards Group will provide the following Scope of Wor k on a month to month basis commencing November 2019 through the Fiscal Year ending June 30, 2020. Either party may suspend or terminate services upon two weeks’ notice to the other. City shall pay Consultant fees through date of termination. The parties may mutually agree to extend this agreement beyond June 30, 2020. If so, Consultant’s nonprofit rate of $3500/month shall apply to the extended period. Preparation, Research and Background Conduct media audit of City-related issues in the current public arena. Conduct review of current demographics within the City. Review archival information pertaining to LEG’s past City project and Best Practices in similar projects in the region. Review recent and past survey results. Participate in Kickoff teleconference. Strategic Advisory Services Provide high level strategic advice for the duration of the engagement. Provide peer review to City draft materials. Consultant to be provided with a minimum of 48 hours to review/comment. If available, provide fast phone and email consultation on selected urgent or rapid response needs. Legal advice or services is expressly not within Consultant’s Scope of Work. Consultant will not be attending on-site or ongoing meetings or conference calls. The parties envision no more than one conference call per month, with limited email and ad hoc communications in between. Communications will be centralized through Assistant to the City Manager Ryan Betz. PAYMENT OF SERVICES Consultant shall be paid as follows: Two Thousand, Four Hundred and Ninety Dollars ($2,490) on November 29, 2019; Two Thousand Dollars ($2,000) on December 31, 2019; and Six payments of One Thousand, Seven Hundred and Fifty Dollars ($1,750.00) per payment due and payable on the last business day of each month commencing January 31, 2020 and ending on June 30, 2020. Sent: Thursday, November 21, 2019 8:26 AM To: Hermann, Greg <GHermann@slocity.org>; Catherine Lew <catherine@lewedwardsgroup.com> Cc: Tonikian, Victoria <vtonikia@slocity.org> Subject: RE: Kick-Off Meeting with Catherine Lew Good morning everyone, We have several items to discuss at our kick-off meeting this morning, and will only 30 minutes, I’ll strive to be focused and succinct. 1. Draft Overarching & Foundational Messages (attached). 2. Draft Staff Report 3. Proposal Ryan Betz Assistant to the City Manager City Administration 990 Palm Street, San Luis Obispo, CA 93401-3218 E rbetz@slocity.org T 805.781.7589 slocity.org Original Appointment----- From: Hermann, Greg <GHermann@slocity.org> Sent: Tuesday, November 19, 2019 9:19 AM To: Hermann, Greg; Betz, Ryan; Catherine Lew Cc: Tonikian, Victoria Subject: Kick-Off Meeting with Catherine Lew When: Thursday, November 21, 2019 9:00 AM-9:30 AM (UTC-08:00) Pacific Time (US & Canada). Where: Phone Call Catherine to call Greg’s office at 805-781-7194. From:Betz, Ryan To:Tonikian, Victoria; Hermann, Greg Subject:How we answer the Public Engagement Question Date:Friday, November 22, 2019 12:20:54 PM Attachments:Community Engagement Form.docx Community Feedback Survey.doc Draft - Preliminary - Visual for Public Education and Outreach Efforts.docx Community Engagement Form.docx Hello Victoria and Greg, First, please read Catherine’s response below and the 2 attached documents she sent me. 2nd, the other two attached documents are is attempt to bring some clarity, through science, and best practices’. By the way, that’s my new theme as we move forward. The ‘science’ is the results from the survey focus groups. The question of how we conduct meaningful public education and outreach has been a conversation for months, and this is my attempt, based upon my experience, the City’s Public Engagement Manual, and Catherine’s advice, to answer that question. Attachment 3 is a visual of how we are going to roll out the ‘Join the Conversation – Public Education, Engagement and Outreach efforts’. Attachment 4 is a draft/preliminary online survey, through our Open City Hall Survey tool, that supports the visual (notes as online survey or survey cards) in Attachment 3. The Top 10 are from the Survey, though I did not include the #1, Local Control, because it just seemed strange to have it as a priority…but I would love to know your thoughts. I would greatly appreciate your review ahead of the Council meeting on the 3rd. This will be shown as part of the presentation. It simply is a way for us to visually see how the puzzle pieces fit. I’ve also shared this with AMF to get their feedback as well. I hope this explanation helps and looking forward to your feedback! Ryan Betz Assistant to the City Manager City Administration 990 Palm Street, San Luis Obispo, CA 93401-3218 E rbetz@slocity.org T 805.781.7589 slocity.org From: Catherine Lew <catherine@lewedwardsgroup.com> Sent: Thursday, November 21, 2019 5:24 PM To: Betz, Ryan <rbetz@slocity.org> Subject: RE: Scope Thanks for asking We use an interactive form **specifically tailored to the bottom half of the Top Scoring Sheet** -- e.e., by using the top scoring priorities from the bottom of that sheet, we knew we would elicit a strong reaction Attached is a 2018 example from Pasadena—they literally received thousands of responses. I’ve also attached the old SLO one, which is clearly outdated but received hundreds of responses 1. From paper forms passed out online at community presentations 2. From a Survey Monkey on the City’s webpage 3. From “click”/”instant voting” using clickers/online mechanisms in large meetings 4. Through direct mail From: Betz, Ryan <rbetz@slocity.org> Sent: Thursday, November 21, 2019 10:38 AM To: Catherine Lew <catherine@lewedwardsgroup.com> Subject: RE: Scope Catherine, One follow-up item that I wanted to know your thoughts on is what best practices have other cities done in terms of collecting public feedback on these types of efforts? Do staff simply take notes during the Q & A portion of presentations and then summarize those back to the Council or do cities have a more formal process, such as a one page list of pre- identified priorities and ask community members to prioritize them at the end of the presentation? We will be conducting an online survey for community members. We have a long history of the latter, especially during our process for developing our budget, but I wanted to know what best practices you’ve seen work really well? Ryan Betz Assistant to the City Manager City Administration 990 Palm Street, San Luis Obispo, CA 93401-3218 E rbetz@slocity.org T 805.781.7589 slocity.org From: Catherine Lew <catherine@lewedwardsgroup.com> Sent: Thursday, November 21, 2019 8:55 AM To: Betz, Ryan <rbetz@slocity.org>; Hermann, Greg <GHermann@slocity.org> Cc: Tonikian, Victoria <vtonikia@slocity.org>; 'Lew Edwards Group' <info@lewedwardsgroup.com> Subject: RE: Scope Excited! From: Betz, Ryan <rbetz@slocity.org> Sent: Thursday, November 21, 2019 8:21 AM To: Catherine Lew <catherine@lewedwardsgroup.com>; Hermann, Greg <GHermann@slocity.org> Cc: Tonikian, Victoria <vtonikia@slocity.org>; Lew Edwards Group <info@lewedwardsgroup.com> Subject: RE: Scope Good morning Catherine, Thank you for sending this over and looking forward to our discussion at 9:00 am. Ryan Betz Assistant to the City Manager City Administration 990 Palm Street, San Luis Obispo, CA 93401-3218 E rbetz@slocity.org T 805.781.7589 slocity.org From: Catherine Lew <catherine@lewedwardsgroup.com> Sent: Wednesday, November 20, 2019 4:17 PM To: Betz, Ryan <rbetz@slocity.org>; Hermann, Greg <GHermann@slocity.org> Cc: Tonikian, Victoria <vtonikia@slocity.org>; Lew Edwards Group <info@lewedwardsgroup.com> Subject: Scope Hi, Ryan: attached is a simple, straightforward one page scope along with a current W9. The punchline is this: as a returning client the City will receive LEG’s nonprofit rate (which is only available to one other city this cycle). This entitles you to direct access to me for the high level sounding board collaboration that the City appears to need. When I’ve done this before, usually communications are centralized through one City representative, there are no regularly scheduled calls, we speak as things come up and over email. So I don’t typically engage with other staff/electeds/consultants. Some months the services involve nothing more than one phone call. Other months, there’s much more activity. We go with the flow and everyone is very happy with this model. As I’ve mentioned without exception LEG does not bill or track work on an hourly or time and materials basis, our admin team (copied on this email) usually invoices once a month against a purchase order. For tomorrow, I know there are items you and Greg undoubtedly want to cover, but on my end in addition to the engagement branding/timeline we should definitely loop in on how we can ensure our collaboration is effective, decisive and seamless. Warmly, Catherine From: Catherine Lew <catherine@lewedwardsgroup.com> Sent: Wednesday, November 20, 2019 2:06 PM To: 'Betz, Ryan' <rbetz@slocity.org>; 'Hermann, Greg' <GHermann@slocity.org> Cc: 'Tonikian, Victoria' <vtonikia@slocity.org> Subject: RE: Draft/Preliminary Staff Report and kick off meeting Hi, Ryan! Excited to be talking to you both tomorrow am! Attached are my comments and suggestions to the staff report—great job! So comprehensive. We can discuss more tomorrow, but generally I do a line by line review to: 1. Smooth out places that critics in the region or our other cities have seized upon as being political or problematic 2. Suggested slightly different wording to more significantly emphasize “voter-approved,” local,” and “community input” or perspectives and excise terms that may unintentionally appear political 3. The main strategy item I would flag is the City’s branding of the engagement effort, which I have raised in both of our phone conversations. But perhaps that ship has sailed. I hope you find the comments helpful—please feel welcome to use some, all or nothing. As to the scope, I’ll need to check in with the admin team when I get back to the office this afternoon. The entire firm is slammed because our March clients are all placing their measures on the ballot. As needed, I’ll lend a hand to make sure you get something today. Until the morning! Warmly, CAtherine From: Betz, Ryan <rbetz@slocity.org> Sent: Tuesday, November 19, 2019 9:51 AM To: Catherine Lew <catherine@lewedwardsgroup.com>; Hermann, Greg <GHermann@slocity.org> Cc: Tonikian, Victoria <vtonikia@slocity.org> Subject: RE: Draft/Preliminary Staff Report and kick off meeting Hello Catherine, I hope all is well up in the Bay Area. I was just checking in to see if you had a chance to put together a proposal for a scope of work? A simple, summarized proposal will work. We want to process that ASAP and ahead of our meeting on Thursday. Also, were you able to read the staff report (attached, just in case) and if there were any ‘red flags’ you identified? Richard Bernard and our staff executive team have already reviewed it, but wanted to know your perspective. Thank you, Ryan Betz Assistant to the City Manager City Administration 990 Palm Street, San Luis Obispo, CA 93401-3218 E rbetz@slocity.org T 805.781.7589 slocity.org From: Betz, Ryan Sent: Tuesday, November 12, 2019 10:59 PM To: Catherine Lew <catherine@lewedwardsgroup.com>; Hermann, Greg <GHermann@slocity.org> Cc: Lopez, Stephanie <slopez@slocity.org> Subject: Draft/Preliminary Staff Report and kick off meeting Hello Catherine, It was great speaking to you today. Attached is a draft/preliminary staff report for the City Council meeting on the 12/3. This is a good summary of where we’ve been, what we’ve learned, and where we want to go. Please email me the proposal for a scope of work when it’s ready. Stephanie, can you schedule a kick-off meeting with Catherine, Greg and I for early next week. Thank you, Ryan Betz Assistant to the City Manager City Administration 990 Palm Street, San Luis Obispo, CA 93401-3218 E rbetz@slocity.org T 805.781.7589 slocity.org From: Catherine Lew <catherine@lewedwardsgroup.com> Sent: Thursday, November 7, 2019 2:47 PM To: Hermann, Greg <GHermann@slocity.org>; Betz, Ryan <rbetz@slocity.org> Subject: Great to Speak with you both! Greg and Ryan: As all of us had to hang up so hastily earlier –wanted to say thank you and I’ve enjoyed getting to know both of you and learning about SLO’s current needs. Greg, I look forward to your looping back. Warmly, Catherine Lew, Esq. Principal & Co-Founder The Lew Edwards Group 510-594-0224 x 261 Follow The Lew Edwards Group Twitter at @catherinevlew From:Victoria Tonikian To:Wilwand, Lynn Subject:Action Required: Approve Requisition 16891 Date:Tuesday, November 26, 2019 4:29:53 PM Attachments:16891.pdf Requisition Approval 14,990.00 Tonikian, Victoria Peer Review Consultant Services for FTF Approve Reject Request Info Requisition 16891 Lines Peer Review Consultant Services for FTF $14,990.00 Charge Account: Approval History Gregory Hermann 11/26/2019 4:29 PM Assigned to Molly Cano 11/26/2019 4:29 PM Assigned to Ryan Betz 11/26/2019 4:29 PM Assigned to Lynn Wilwand 11/26/2019 4:29 PM Submitted by Victoria Tonikian 16891.pdf Approve Reject Request Info Task Details From:workflowsystem To:Hermann, Greg Subject:Action Required: Approve Requisition 16891 Date:Wednesday, November 27, 2019 11:15:26 AM Attachments:16891.pdf Requisition Approval 14,990.00 Tonikian, Victoria Peer Review Consultant Services for FTF Approve Reject Request Info Requisition 16891 Lines Peer Review Consultant Services for FTF $14,990.00 Charge Account: Approval History 11/27/2019 11:15 AM Assigned to Gregory Hermann 11/27/2019 11:15 AM Approved by Ryan Betz 11/26/2019 4:29 PM Submitted by Victoria Tonikian 16891.pdf Approve Reject Request Info Task Details From:Daniel Clancy To:Zocher, Greg Subject:Action Required: Approve Purchase Order 604857 Date:Saturday, November 30, 2019 3:09:54 PM Attachments:PO_300000001480008_604857_0.pdf PO_604857_0_Deviations.pdf Access this task in the Workspace Application Purchase Order Approval$ 14,990.00 The Lew Edwards Group Peer Review Consultant Services for FTF Approve Reject Request Info Buyer Daniel Clancy Requester Victoria Tonikian Requisition 16891 Description Peer Review Consultant Services for FTF Purchase Order 604857 Lines Peer Review Consultant Services for FTF Requester: Tonikian, Victoria Requisition: 16891 Charge Account: 14,990.00 Approvals Daniel Clancy 11/30/2019 3:09 PM Assigned to Daniel Clancy 11/30/2019 3:09 PM Assigned to Gregory Zocher 11/30/2019 3:09 PM Submitted by Daniel Clancy PO_300000001480008_604857_0.pdf PO_604857_0_Deviations.pdf Approve Reject Request Info View Order Task Details From:Daniel Clancy To:Clancy, Daniel Subject:FYI: Document (Purchase Order) 604857 (Requisition 16891) Implemented Date:Saturday, November 30, 2019 3:15:58 PM Attachments:PO_300000001480008_604857_0.pdf Access this task in the Workspace Application Document (Purchase Order) 604857 (Requisition 16891) Implemented Details Assignee Daniel Clancy Victoria Tonikian From Daniel Clancy Assigned Date 11/30/2019 3:15 PM Expiration Date 12/30/2019 3:15 PM Task Number 468263 Sold-to Legal Entity City of San Luis Obispo Order 604857 Procurement BU City of San Luis Obispo Buyer Daniel Clancy Ordered 14,990.00 USD Nonrecoverable Tax 0.00 USD Justification Order Details Supplier The Lew Edwards Group Supplier Site Main Ship-to Location City Hall Supplier Order Description Peer Review Consultant Services for FTF Note to Supplier PO for attached proposal dated 11/15/2019 Requisitioning BU City of San Luis Obispo Requisition 16891 Requester Victoria Tonikian Cost Center 1001 Attachments PO_300000001480008_604857_0.pdf From:Betz, Ryan To:Johnson, Derek; Tonikian, Victoria; Purrington, Teresa Cc:Catherine Lew; Richard Bernard Subject:RE: SLO Forward Weekly Date:Wednesday, February 12, 2020 2:18:01 PM Attachments:SLO Forward Meeting - 2-12-20.docx Good afternoon everyone, For our SLO Forward meeting today at 3:30 pm, attached is the agenda. For Catherine and Richard, here is the conference call information: All participants: Dial-in number: 888-204-5987 Access code: Ryan Betz Assistant to the City Manager City Administration 990 Palm Street, San Luis Obispo, CA 93401-3218 E rbetz@slocity.org T 805.781.7589 slocity.org Original Appointment----- From: Sims, Shannon <ssims@slocity.org> Sent: Thursday, December 12, 2019 8:27 AM To: Sims, Shannon; Betz, Ryan; Johnson, Derek; Tonikian, Victoria Cc: Catherine Lew Subject: SLO Forward Weekly When: Wednesday, February 12, 2020 3:30 PM-4:00 PM (UTC-08:00) Pacific Time (US & Canada). Where: Derek's Office CityofSanLuisObispo, Title, Subtitle SLO Forward February 11, 2020 • City Hall & Conference Call • 3:30 pm – 4:00 pm Attendees Derek Johnson, City Manager; Victoria Tonikian, Administrative Assistant, Teresa Purrington, City Clerk; Ryan Betz, Assistant to the City Manager; Richard Bernard, FM3; Catherine Lew, Lew Edwards Group. 30 minutes Discuss approach and timing of the follow-up Survey, Public Engagement Results and Presentation to the City Council in June. Timeline Options for Consideration Option 1 Option 2 Date Action Item Date Action Item Late April Survey is out in the field Early May Survey is out in the field Mid May Survey Results to Ad Hoc Committee Late May Survey Results to Ad Hoc Committee June 2nd Survey & Public Engagement Results, Resolutions calling for a ballot measure June 16th Survey & Public Engagement Results, Resolutions calling for a ballot measure June 16th Back up Council meeting if needed July 7th Back up Council meeting if needed July 13th Final Day of Fourteen-day (14) period for filing of arguments and Impartial analysis. July 13th Final Day of Fourteen-day (14) period for filing of arguments and Impartial analysis. July 24th Final Day of Ten-day (10) period for filing of rebuttals. July 24th Final Day of Ten-day (10) period for filing of rebuttals. August 6th Final Day of Ten day (10) public review period. (July 27 - August 6, 2020) August 6th Final Day of Ten day (10) public review period. (July 27 - August 6, 2020) August 7th Final Day to submit Measures to the ROV for inclusion in Voter Guide August 7th Final Day to submit Measures to the ROV for inclusion in Voter Guide Agenda City Administration 990 Palm Street, San Luis Obispo, CA 93401 From:Betz, Ryan To:Hermann, Greg Subject:FW: Our Path Forward Date:Monday, March 30, 2020 10:06:02 AM Attachments:image001.png From Catherine 2 weeks ago. Ryan Betz Assistant to the City Manager City Administration 990 Palm Street, San Luis Obispo, CA 93401-3218 E rbetz@slocity.org T 805.781.7589 slocity.org From: Catherine Lew <catherine@lewedwardsgroup.com> Sent: Monday, March 16, 2020 9:19 PM To: 'Catherine Lew' <catherine@lewedwardsgroup.com> Subject: Our Path Forward Dear Valued Friends & LEG Clients: I hope that all of your communities, classrooms, staff and families are staying healthy and safe during these challenging times! THANK YOU for your leadership in continuing to serve your constituencies during the pandemic crisis. It continues to be our honor to support you. LEG has received some questions about whether a November 2020 election should still be considered possible for those of you currently planning for this. While this event is unprecedented and none of us know what will unfold, I have provided consistent advice throughout to many of you that it is premature to assume that a November election is not possible. I have had the difficult but ultimately successful task of guiding clients who were on the ballot shortly following the worldwide Enron collapse, the tragic events of 9/11, and the Great Recession among other crises. In those cases, the American public rallied, as did the California voters who closed ranks to protect their community well-being in those years, resulting in some of the most gratifying and successful results in the tenure of our organization. We will be monitoring the events of the coming days closely, methodically and with sensitivity to the economic, health and emotional environment facing voters. In the short-term, our team will be encouraging you to incorporate COVID Resource messaging prominently into your outreach and engagement, so voters see your organization in a leadership role. We will also be carefully evaluating the proper timing of any survey research fielding dates and mail/media schedules. Of course, LEG respects whatever decisions your district or community ultimately makes on your specific path forward, and welcomes our discussions with you to guide those decisions. And while observing current social distancing protocols, Team LEG joins you in continuing to be open and fully operational during this period, and for the balance of the year. Stay safe and healthy, my friends. Warmly, Catherine Lew, Esq. Principal & Co-Founder The Lew Edwards Group 510-594-0224 x 261 Follow The Lew Edwards Group on Twitter at @catherinevlew FM3 From:Betz, Ryan To:Hermann, Greg; Tonikian, Victoria Subject:RE: Short Scope for PO Date:Tuesday, July 7, 2020 10:32:15 AM Attachments:image001.png Thanks Greg! I’m in the EOC training but will be leaving early at 11:30 am. I’ll be back at City Hall and if you are done early, let’s discuss in person. Ryan Betz Assistant to the City Manager City Administration 990 Palm Street, San Luis Obispo, CA 93401-3218 E rbetz@slocity.org T 805.781.7589 slocity.org From: Hermann, Greg <GHermann@slocity.org> Sent: Tuesday, July 7, 2020 10:31 AM To: Betz, Ryan <rbetz@slocity.org>; Tonikian, Victoria <vtonikia@slocity.org> Subject: RE: Short Scope for PO Thanks Ryan. I have a 1 pm that I can’t move. When do we need to get this completed? I will try to call you if agenda review ends early which is likely. Greg From: Betz, Ryan <rbetz@slocity.org> Sent: Tuesday, July 7, 2020 10:19 AM To: Tonikian, Victoria <vtonikia@slocity.org>; Hermann, Greg <GHermann@slocity.org> Subject: FW: Short Scope for PO Importance: High Hello Greg and Victoria, I really need your help thinking through the scope of work that Catherine has proposed. Hoping to use some of the time immediately after our noon meeting with Richard to briefly discuss. Ryan Betz Assistant to the City Manager City Administration 990 Palm Street, San Luis Obispo, CA 93401-3218 E rbetz@slocity.org T 805.781.7589 slocity.org From: Lew Edwards Group <info@lewedwardsgroup.com> Sent: Tuesday, July 7, 2020 9:57 AM To: Betz, Ryan <rbetz@slocity.org> Cc: Catherine Lew <catherine@lewedwardsgroup.com> Subject: Short Scope for PO Importance: High Mr. Betz, good morning! Attached is LEG’s standard short scope for your signature at a discounted rate. In the interest of time, it has already been signed by Mr. Edwards. Thank you! Lew Edwards Group Administration/Accounts Payable 510-594-0224 x 216 Short Scope of Services for City of San Luis Obispo Purchase Order Consultant will provide the following services Task 1: (discounted rate of) $4,950 •Assist in drafting and/or refining Whereas Recitals, Ballot Question and Measure components and add value to staff report and balloting material o Embed information o Participate in one teleconference needed Task 2: (discounted rate of) $9,950 •Develop word copy content for Communications Toolkit of post-placement informational materials (such as website copy, content copy for mailings, FAQs, talking points, online content). City to conduct its own graphic design and print/mail using its own vendor/s and process outside of this agreement. o Make one round of revisions to Toolkit materials and transmit to City. o Participate in up to two tele or video conferences to review/edit recommended messaging materials (City Attorney participation necessary) and provide Message Training to City Staff. As the parties anticipate completing these scopes by July 31, neither scope will include ongoing strategic advice. Legal advice or services is expressly not within Consultant’s Scope of Wor k. NO advocacy services will be provided as part of any City scope of services. LEW EDWARDS GROUP CITY OF SAN LUIS OBISPO Name:_______________Title:___________ Dated: July 7, 2020 Dated:_____________________________ From:Ryan Betz To:Wilwand, Lynn Subject:Action Required: Approve Requisition 19416 Date:Wednesday, July 8, 2020 7:59:59 AM Attachments:19416.pdf Requisition Approval 4,950.00 Betz, Ryan Assist in drafting and/or refining Whereas Recitals, Ballot Questi Approve Reject Request Info Requisition 19416 Lines Assist in drafting and/orrefiningWhereasRecitals, Ballot QuestionandMeasurecomponentsandaddvaluetostaffreportandballotingmaterial 4,950.00 Charge Account: Approval History 07/08/2020 7:59 AM Assigned to Molly Cano 07/08/2020 7:59 AM Assigned to Ryan Betz 07/08/2020 7:59 AM Assigned to Lynn Wilwand 07/08/2020 7:59 AM Submitted by Ryan Betz 19416.pdf Approve Reject Request Info Task Details From:Daniel Clancy To:Clancy, Daniel Subject:Action Required: Approve Purchase Order 606815 Date:Wednesday, July 8, 2020 8:47:35 AM Attachments:PO_300000001480008_606815_0.pdf PO_606815_0_Deviations.pdf Access this task in the Workspace Application Purchase Order Approval 4,950.00 The Lew Edwards Group Assist in drafting and/or refining Whereas Recitals, Ballot Quest... Approve Reject Request Info Buyer Daniel Clancy Requester Ryan Betz Requisition 19416 Description Assist in drafting and/or refiningWhereasRecitals, Ballot Question andMeasurecomponentsandaddvaluetostaffreportandballotingmaterial Purchase Order 606815 Lines Assist in drafting and/or refiningWhereasRecitals, Ballot Question andMeasurecomponentsandaddvaluetostaffreportandballotingmaterial Requester: Betz, Ryan Requisition: 19416 Charge Account: 4,950.00 Approvals 07/08/2020 8:47 AM Assigned to Daniel Clancy 07/08/2020 8:47 AM Submitted by Daniel Clancy PO_300000001480008_606815_0.pdf PO_606815_0_Deviations.pdf Approve Reject Request Info View Order Task Details From:Daniel Clancy To:Clancy, Daniel Subject:FYI: Document (Purchase Order) 606815 (Requisition 19416) Implemented Date:Wednesday, July 8, 2020 8:51:11 AM Attachments:PO_300000001480008_606815_0.pdf Access this task in the Workspace Application Document (Purchase Order) 606815 (Requisition 19416) Implemented Details Assignee Daniel Clancy Ryan Betz From Daniel Clancy Assigned Date 07/08/2020 8:47 AM Expiration Date 08/07/2020 8:47 AM Task Number 707442 Sold-to Legal Entity City of San Luis Obispo Order 606815 Procurement BU City of San Luis Obispo Buyer Daniel Clancy Ordered 4,950.00 USD Nonrecoverable Tax 0.00 USD Justification Order Details Supplier The Lew Edwards Group Supplier Site Main Ship-to Location City Hall Supplier Order Description Assist in drafting and/or refining Whereas Recitals, Ballot Question and Measure components and add value to staff report and balloting material Note to Supplier PO for attached scope 1 of proposal Requisitioning BU City of San Luis Obispo Requisition 19416 Requester Ryan Betz Cost Center 1001 Attachments PO_300000001480008_606815_0.pdf From:Betz, Ryan To:Clancy, Daniel Cc:Tonikian, Victoria Subject:Change Order Request for PO 606815 (The Lew Edwards Group Date:Tuesday, July 28, 2020 11:37:03 AM Attachments:Sole Source - The Lew Edwards Group.docx image001.png SLO.SHORTSCOPE.V2.pdf Hello Dan, I would like to submit a Change Order Request for PO 606815 (vendor is The Lew Edwards Group). The amount of the Change Order is $9,950. Attached is the completed Sole Source form and Scope of Services. Please note that the Scope of Services is already attached to PO 606815 ($4,950). Please let me know if you have any questions. Thank you, Ryan Betz Assistant to the City Manager City Administration 990 Palm Street, San Luis Obispo, CA 93401-3218 E rbetz@slocity.org T 805.781.7589 slocity.org From:Daniel Clancy To:Clancy, Daniel Subject:Action Required: Approve Buyer Change Order 606815-1 Date:Tuesday, July 28, 2020 6:19:16 PM Attachments:PO_300000001480008_606815_1.pdf PO_606815_0_Deviations.pdf PO_606815_1_Deviations.pdf Access this task in the Workspace Application Change Order Approval$ 14,900.00 The Lew Edwards Group Change Description: Increase Initiated By: Daniel Clancy Approve Reject Request Info Buyer Daniel Clancy Requester Ryan Betz Requisition 19416 Description Assist in drafting and/or refining Whereas Recitals, Ballot Question and Measure components and add value to staff report and balloting material Amount Changed +$9,950.00 Change Order 606815-1 Changed Lines Assist in drafting and/or refiningWhereasRecitals, Ballot Question andMeasurecomponentsandaddvaluetostaffreportandballotingmaterial Amount Changed: +$9,950.00 Requester: Betz, Ryan Requisition: 19416 14,900.00 Charge Account: Approvals Daniel Clancy 07/28/2020 6:18 PM Assigned to Daniel Clancy 07/28/2020 6:18 PM Submitted by Daniel Clancy PO_606815_0_Deviations.pdf PO_606815_1_Deviations.pdf PO_300000001480008_606815_1.pdf Approve Reject Request Info View Change Order Task Details From:Clancy, Daniel To:Betz, Ryan Cc:Tonikian, Victoria Subject:RE: Change Order Request for PO 606815 (The Lew Edwards Group Date:Tuesday, July 28, 2020 6:20:00 PM Attachments:image001.png Ryan, Change order is processed. Also. Sorry missed your call, if you need something else, email, and I’ll take care of it. From: Betz, Ryan <rbetz@slocity.org> Sent: Tuesday, July 28, 2020 11:37 AM To: Clancy, Daniel <dclancy@slocity.org> Cc: Tonikian, Victoria <vtonikia@slocity.org> Subject: Change Order Request for PO 606815 (The Lew Edwards Group Hello Dan, I would like to submit a Change Order Request for PO 606815 (vendor is The Lew Edwards Group). The amount of the Change Order is $9,950. Attached is the completed Sole Source form and Scope of Services. Please note that the Scope of Services is already attached to PO 606815 ($4,950). Please let me know if you have any questions. Thank you, Ryan Betz Assistant to the City Manager City Administration 990 Palm Street, San Luis Obispo, CA 93401-3218 E rbetz@slocity.org T 805.781.7589 slocity.org From:Betz, Ryan To:Tonikian, Victoria Cc:Hermann, Greg; Bailey, Georgina Subject:FW: FYI: Document (Buyer Change Order) 606815 (Requisition 19416) Changed Date:Wednesday, July 29, 2020 9:42:23 AM Attachments:PO_300000001480008_606815_1.pdf image001.png Good morning Victoria, The total amount ($14,900) for a PO with The Lew Edwards Group to support public education related to SLO Forward has been approved (attached). Please move forward with a one hour kick-off meeting with Derek, Christine, Greg, myself and Catherine. I’ll provide an agenda in advance of the meeting. Cc’d Greg and Georgina to keep them in the loop. Thank you, Ryan Betz Assistant to the City Manager City Administration 990 Palm Street, San Luis Obispo, CA 93401-3218 E rbetz@slocity.org T 805.781.7589 slocity.org From: Daniel Clancy <eids.fa.sender@workflow.mail.us6.oraclecloud.com> Sent: Tuesday, July 28, 2020 6:20 PM To: Betz, Ryan <rbetz@slocity.org> Subject: FYI: Document (Buyer Change Order) 606815 (Requisition 19416) Changed Access this task in the Workspace Application Document (Buyer Change Order) 606815 (Requisition 19416) Changed Details Assignee Daniel Clancy Ryan Betz From Daniel Clancy Assigned Date 07/28/2020 6:19 PM Expiration Date 08/27/2020 6:19 PM Sold-to Legal Entity City of San Luis Obispo Order 606815 Procurement BU City of San Luis Obispo Buyer Daniel Clancy Task Number 744465 Justification Change Order Details Change Order 1 Description Increase Initiating Party Buyer Creation Date 07/28/2020 6:16 PM New Order Amount 14,900.00 USD Order Details Supplier The Lew Edwards Group Supplier Site Main Ship-to Location City Hall Supplier Order Description Assist in drafting and/or refining Whereas Recitals, Ballot Question and Measure components and add value to staff report and balloting material Note to Supplier PO for attached scope 1 of proposal Requisitioning BU City of San Luis Obispo Requisition 19416 Requester Ryan Betz Cost Center 1001 Attachments PO_300000001480008_606815_1.pdf From:Catherine Lew To:Johnson, Derek; Hermann, Greg; Betz, Ryan; Dietrick, Christine Subject:RE: SLO Forward Public Engagement Date:Thursday, August 13, 2020 6:03:48 PM Thank you everyone and looking forward to the conversation! I had provided those sample PowerPoints at the City’s request. However, I am planning on reviewing the global programs we are implementing for our other sales tax cities with higher impact, permissible information in the Paid Digital and Postal platforms with an emphasis on the month of October. The PPTS and web information are important, but not the most significant component of our strategy. More when we “see” each other! Warmly, Catherine Original Appointment----- From: Johnson, Derek <djohnson@slocity.org> Sent: Thursday, August 13, 2020 12:13 PM To: Hermann, Greg; Betz, Ryan; Dietrick, Christine; catherine@lewedwardsgroup.com Subject: SLO Forward Public Engagement When: Friday, August 21, 2020 9:00 AM-9:50 AM (UTC-08:00) Pacific Time (US & Canada). Where: Microsoft Teams Meeting This time will be used to discuss public engagement for SLO Forward with Catherine Lew of Lew Edwards Group. Please see attachments for information from Catherine Lew. Join Microsoft Teams Meeting 1 209-645-4165 United States, Stockton (Toll) Conference ID: Local numbers | Reset PIN | Learn more about Teams | Meeting options Information About Measure I Fall 2018 1 Why are we here? •We want to talk to you about Pasadena’s exceptionalquality of life and services, and our strategy to maintainthese services •Over the past 5 years, Pasadena lost over $130,000,000fromSacramento budget raidsandcuts •City staff implemented a highly successful “Join theConversation” effort this year to engage the communityaroundthese needs •Doing so enriched our budget and quality of life planning,of whichMeasure Iis one component 2 Thank you for your feedback! We received over 800 responses from our residents through telephone, on-line and in-person surveys. Thank you to those who participated! Highlights are shown below: 3 Sustaining after school/summer youth programs Continuing/improving local science, math and reading classroom programs Supporting quality public neighborhood schools Maintaining vital health services Repairing streets/roads Addressing homelessness Keeping fire stations open and upgraded Preserving 911 emergency response times and fire/paramedic services Prioritized Services - Survey Results Higher Priority What is Measure I? To address these priorities, the Pasadena City Council unanimously placed Measure I on the November 6 th ballot.TheofficialMeasure Iballot question is: 4 YES Pasadena Infrastructure/Community Essential Services Protection Measure Shall an ordinance be adopted to maintain essential City of Pasadena services such as fire, police, paramedics, emergency service/response times; keep fire stations open; improve neighborhood and school safety; repair streets/sidewalks; address homelessness; support public schools; maintain after-school programs/senior services, by establishing a ¾¢ sales tax providing approximately $21,000,000 annually until ended by voters; requiring audits and all funds locally controlled? NO Why was Measure I placed on the ballot? The City Council’s policy reasons included, among others: •theage ofour132yearCity’s infrastructure •theneedtosupport 18,000kidsand students •thegrowingchallengeof addressinghomelessness •Sacramento money grabs--$130,000,000 and counting 5 How does Measure I funding work? •As a local, voter-approved funding measure, all moniesstay local to address Pasadena’s needs. NO money can be seized bySacramento •Out of town visitors and shoppers to Pasadena share inthe cost •MeasureXis NOT appliedto: -Food purchased as groceries -Prescription medication 6 How do we know funds will be spent wisely? •The City prides itself on its transparency and fiscal stewardship •Priorities identified by the public were referenced in theballot package placingMeasureI onthe ballot •A second Advisory Measure is also on the ballot to seek furtherdirection from the public •MeasureI fundsarealso subject toannualindependent audits •MeasureI canbe ended at anytime by voters 7 What is Measure J? The companion Advisory Measure J suggests spendingprioritiesshouldMeasureXbe adopted: 8 YES Advisory Vote Only. If Pasadena voters approve a local sales tax measure, should the City use 2/3rds of the measure’s annual revenue to maintain essential City of Pasadena services such as fire, police, paramedics, emergency service/response times; keep fire stations open; improve neighborhood and school safety; repair streets/sidewalks; address homelessness; maintain after- school programs/senior services; with the remaining 1/3rd of the measure’s revenue going to support Pasadena public schools? NO Maintaining Quality of Life 9 How does Measure I address homelessness? •Homelessness in our City has increased 18% from 2017 to 2018 •If enacted, Measure I helps to address mental health, substance abuse, job training and other respectful,effective services 10 Infrastructure Needs 11 How does Measure I address infrastructure needs? •The City is 132 years old and our streets and sidewalksaredeteriorating •Our aging fire stations don’t meet today’s current standards •There is no General Fund money to address these needs 12 Does Measure I do anything for the condition of our streets? •Our City is over a century old and the condition of our streets is below the State’s average •Approximately 1,000,000 square feet in damaged sidewalk amounting to over $12,000,000 in repair needs •The City owns and maintains 17,000 street lights -many are outdated •If adopted by voters, Measure I generates a source of locally-controlled revenue that can address significant infrastructure needs sooner, before the costs increase further in the future 13 Disaster & Emergency Preparedness Needs 14 Southern California Earthquake Faults: “Every day we don’t have a major earthquake moves us one day closer to the day we do.” Dr. Lucy Jones 15Southern California has seen big quakes every 110-140 years. The last big quake near Los Angeles was in 1857.15 What are the Emergency Preparedness and 911 needs Measure I can address? •If enacted by voters, Measure I funding will helprepair and upgrade aging fire stations, bridges and emergency shelters to meet current seismic safetystandards •80% of all 911 calls to the Pasadena FireDepartment require emergency medical attention •Funding generated by Measure I will help maintainfire, police and paramedic response times 16 Our Children, Our Youth, Our Future 17 How do Measures I and J invest in the next generation of Pasadena? •Pasadena offers extensive programming for school-aged children and youth throughout the year. More than 2,100 children rely on: •Before/after school programming •League sports •Art and music programming •Aquatics •Summer camps •Many events and activities are free and fee-based events are kept low •Maintaining these programs and supporting quality public education and school safety are essential 18 Where can we get more information about Measure I? •TheelectionisonNovember6,2018. •Pleasevisit thefollowingonlineresources: Www5.cityofpasadena.net/city-clerk www.lavote.net www.sos.ca.gov/elections www.registertovote.ca.gov 19 Questions/Discussion 20 Gardena’s Municipal Election &Measure “X” Voting Information Winter 2019/2020 What is Gardena’s Measure “X”? •On November 26th, the Gardena City Council unanimously placed Measure “X” – the City of Gardena Neighborhood Safety and Community Services Measure -- on the March 3 rd ballot •Measure “X” is a locally controlled ¾ cent sales tax to fund essential City services including public safety and community resource services. Community Identified Priorities •If approved by voters, Measure “X” funds could be used for community- identified spending priorities, such as: keeping public areas safe and clean repairing streets and potholes maintaining firefighters and paramedics protecting local drinking water supplies maintaining 911 emergency response times maintaining vital city services maintaining gang and drug prevention programs maintaining senior services Official Measure “X” Ballot Question YES CITY OF GARDENA NEIGHBORHOOD SAFETY AND COMMUNITY SERVICES MEASURE: To provide the City of Gardena with funding available to retain experienced police officers/ firefighters/ paramedics; maintain 911 emergency response times, gang/ drug prevention programs, emergency communications, neighborhood police patrols, youth/senior services, parks/ recreation centers; repair streets/ sidewalks, and provide general fund services shall the ordinance establishing a 3/4¢ sales tax be adopted, providing approximately $7,400,000 annually, until ended by voters, requiring annual audits, all funds controlled locally? NO Could Measure “X” funding be used for Public Safety Services? In 2018, the City of Gardena responded to more than 27,000 911 emergency calls, including nearly 4,000 medical emergencies. Measure “X” funding would help to: keep police officers on the street protect neighborhood safety make sure local firefighters and paramedics respond quickly to 911 emergencies. Public Safety Services & Measure “X” •The Gardena Police Department must to continue to dedicate officers and resources to helping keep gang members and drug dealers from nearby communities out of our city. •Measure “X” funding helps to continue the juvenile justice program that provides counseling and mentoring to help keep at- risk kids in-school, on the right path and out of gangs. Maintaining Gardena Senior Services •Measure “X” helps to maintain quality services that many Gardena senior citizens and families rely on like: •free hot meals served at the senior center •cultural and recreation programs •other senior services •Measure “X” funding will make it possible to continue the City’s affordable supervised day care program for residents with dementia and Alzheimer’s Disease, giving Gardena’s working families peace-of- mind knowing that their parents and grandparents are safe. Insert Senior Photos/Photos of Senior Center Measure “X” Funds Remain LOCAL •Measure “X” funds will remain local. •Measure “X” funds cannot be taken by the County, Sacramento or D.C. •Measure “X” funds can only be used for and by the City of Gardena. Financial Protections •Measure “X” requires that all funds are used locally. •Measure “X” requires annual independent financial audits and public reports to ensure funds are spent properly and as promised to the public. •Measure “X” funds are protected by law from the state. No funds can be taken by any other government agency. •Measure “X” is not a tax on your home or property. Changes to LA County Voting & Registration •The Los Angeles County Registrar of Voters will be implementing an electronic voting system – Voting Solutions for All People (VSAP) for the March 2020 ballot. •You can register to vote online at: www.registertovote.ca.gov until February 18th. •Should you miss the deadline, you can also register and participate in the March 3rd Municipal Election by visiting any Voting Center in the County up to and including on Election Day. •For more information on the new systems or registering to vote, visit the Los Angeles County Registrar Of Voters: www.lavote.net More Voter Information FOR MORE INFORMATION ABOUT MEASURE “X” OR THE GARDENA MUNICIPAL BALLOT, VISIT: WWW.CITYOFGARDENA.ORG/MEA SURE”X” FOR THE FULL TEXT OF MEASURE “X”, VISIT: WWW.LAVOTE.NET ANY REGISTERED VOTER CAN REQUEST A VOTE BY MAIL BALLOT, BY VISITING THE LA COUNTY REGISTRAR OF VOTERS AT: WWW.LAVOTE.NET IF YOU HAVE QUESTIONS ABOUT VOTING OR YOUR VOTE BY MAIL BALLOT, PLEASE CALL THE COUNTY REGISTRAR OF VOTERS AT (800) 815-2666. THE CITY DOES NOT ADVOCATE A YES OR NO VOTE ON MEASURE “X”. THIS PRESENTATION IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY. Thank YOU! Questions? City of San Luis Obispo, Title, Subtitle Public Information – Best Practices & Approach September 3, 2020 • Microsoft Teams Meeting • 9:00 a.m. – 9:50 a.m. Attendees Derek Johnson, Christine Dietrick, Greg Hermann, Ryan Betz, Victoria Tonikian Special Attendees 1. Catherine Lew (The Lew Edwards Group) Purpose: Review best practices and strategies regarding public information efforts. 1) Introductions Ryan 20 minutes 2) Review Consultant’s Presentation on Best Practices/Approaches in the State/Local Region for other sales tax cities Catherine 20 minutes 3) Reach Consensus on Next Steps All Additional Information & Resources: 1) Draft Presentation 2) Webpage Agenda City Administration 990 Palm Street, San Luis Obispo, CA 93401 From:Betz, Ryan To:Johnson, Derek; Dietrick, Christine; Hermann, Greg; Tonikian, Victoria; Catherine Lew Subject:RE: SLO Forward Public Engagement Date:Thursday, August 20, 2020 5:29:08 PM Attachments:8-21-20 Agenda.docx image001.png Good evening everyone, Here is the agenda for tomorrow morning’s meeting (9:00 am to 9:40 am). Catherine, please see attached. Ryan Betz Assistant to the City Manager City Administration 990 Palm Street, San Luis Obispo, CA 93401-3218 E rbetz@slocity.org T 805.781.7589 slocity.org Original Appointment----- From: Johnson, Derek <djohnson@slocity.org> Sent: Thursday, August 13, 2020 12:13 PM To: Johnson, Derek; Hermann, Greg; Betz, Ryan; Dietrick, Christine; catherine@lewedwardsgroup.com Subject: SLO Forward Public Engagement When: Friday, August 21, 2020 9:00 AM-9:50 AM (UTC-08:00) Pacific Time (US & Canada). Where: Microsoft Teams Meeting This time will be used to discuss public engagement for SLO Forward with Catherine Lew of Lew Edwards Group. Please see attachments for information from Catherine Lew. Join Microsoft Teams Meeting 1 209-645-4165 United States, Stockton (Toll) Conference ID: Local numbers | Reset PIN | Learn more about Teams | Meeting options CityofSanLuisObispo, Title, Subtitle Public Information – Best Practices & Approach August 21, 2020 • Microsoft Teams Meeting • 9:00 a.m. – 9:40 a.m. Attendees Derek Johnson, Christine Dietrick, Greg Hermann, Ryan Betz, Victoria Tonikian Special Attendees 1. Catherine Lew (The Lew Edwards Group) Purpose: Review best practices and strategies regarding public information efforts. 1) Introductions Ryan 20 minutes 2) Review Consultant’s Presentation on Best Practices/Approaches in the State/Local Region for other sales tax cities Catherine 20 minutes 3) Reach Consensus on Next Steps All Additional Information & Resources: 1) Draft Presentation 2) Webpage Agenda City Administration 990 Palm Street, San Luis Obispo, CA 93401 y From: catherine@lewedwardsgroup.com <catherine@lewedwardsgroup.com> Sent: Friday, August 21, 2020 9:52 AM To: Dietrick, Christine <cdietric@slocity.org> Subject: RE: SLO Forward Public Engagement DRAFT CONSULTANT WORK PRODUCT Good morning, Christine: I was looking forward to meeting/conferring with you this morning, but do understand that things come up. Therefore I thought it would be helpful to send you the Draft Consultant Work Notes I had developed in preparation for today’s V-Conference so you can determine permissibility for your client. Our firm has a very strong enactment rate and none of our clients has been deemed to be conducting anything but permissible communications, due to LEG’s tradition of strong teamwork with client city attorneys, which I enjoy and deem essential. I mention this only because of the focus on LA County’s issue right now (they are not a client). If he hasn’t made you aware, I expressed concerns last month and as recently as a couple of days ago to Ryan about whether the City is planning on proceeding with the services we recommend, as a high volume of requests are still pending for LEG’s representation on the approach described in the attached. My perception is that a program at the scale LEG recommends is not a priority for the City, which he assured me was not the case. As I have an all-hands LEG Team meeting early Monday morning where final assignments will be made for the Fall, I will presume that the City is not able to proceed at this time unless I hear otherwise. Thank you! Catherine Lew, Esq. Principal & Co-Founder The Lew Edwards Group 510-594-0224 x 261 Follow The Lew Edwards Group on Twitter at @catherinevlew From: Betz, Ryan <rbetz@slocity.org> Sent: Thursday, August 20, 2020 5:29 PM To: Johnson, Derek <djohnson@slocity.org>; Dietrick, Christine <cdietric@slocity.org>; Hermann, Greg <GHermann@slocity.org>; Tonikian, Victoria <vtonikia@slocity.org>; Catherine Lew catherine@lewedwardsgroup.com> Subject: RE: SLO Forward Public Engagement Good evening everyone, Here is the agenda for tomorrow morning’s meeting (9:00 am to 9:40 am). Catherine, please see attached. Ryan Betz Assistant to the City Manager City Administration 990 Palm Street, San Luis Obispo, CA 93401-3218 E rbetz@slocity.org T 805.781.7589 slocity.org Original Appointment----- From: Johnson, Derek <djohnson@slocity.org> Sent: Thursday, August 13, 2020 12:13 PM To: Johnson, Derek; Hermann, Greg; Betz, Ryan; Dietrick, Christine; catherine@lewedwardsgroup.com Subject: SLO Forward Public Engagement When: Friday, August 21, 2020 9:00 AM-9:50 AM (UTC-08:00) Pacific Time (US & Canada). Where: Microsoft Teams Meeting This time will be used to discuss public engagement for SLO Forward with Catherine Lew of Lew Edwards Group. Please see attachments for information from Catherine Lew. Join Microsoft Teams Meeting 1 209-645-4165 United States, Stockton (Toll) Conference ID: Local numbers | Reset PIN | Learn more about Teams | Meeting options September 6, 2019 Best Practices Used by California Cities DRAFT CONSULTANT WORK PRODUCT Election 2020 Permissible City Speech Cities cannot engage in advocacy. Information can be provided by a city following placement of a measure on the ballot provided that: Content is factual It meets the style, tenor and timing standard among other considerations Should not be construed as providing legal advice. Draft consultant work product. Long, confusing ballot Historic State All-Mail Ballot Only “active” voters will receive a ballot COVID Wild Card Environment Postal delays and huge late October crush All of LEG’s cities are implementing comprehensive informational programs as a result. Draft consultant work product. Post- Placement Protocols All recommended approaches are subject to the independent review and approval of your City Attorney,on such issues such as: Permissibility in your case,of the overall approach The timing and type of communications Communications content For certain communications,the graphic style Draft consultant work product. 2020 LEG Election Communications Toolkit 5 Draft consultant work product. Deployment Approaches Robust Municipal Election Link with Information on City Website Community Zoom Informational Presentations to local organizations and City commissions Opinion Leader/ Influencer Updates Traditional Earned Media Outreach Op-eds Media coverage Embed content/information into routine city communications vehicles such as: City newsletters Park/Rec guides Utility stuffers Draft consultant work product. Deployment Approaches Social Media Direct Mail to Likely Voters that includes citation/branding of the measure letter Four is the minimum recommended in 2020 Excerpts from official documents or BQ reprints are common content Paid Digital Media Place digital print advertising directed specifically to Likely Voters and available on mobile devices across platforms they use Draft consultant work product. Mail & Social Media Samples 8 Draft consultant work product. 9 10 11 Draft consultant work product. 12 Draft consultant work product. 13Draftconsultantworkproduct. 14Draftconsultantworkproduct. Using all Communication Innovations 15 Draft consultant work product. Other cities are placing digital ads to the same postal engagement audience 16 Draft consultant work product. 17Draftconsultantworkproduct. Other clients are also adding texting, telephone town halls, and more into their toolkits 18 Draft consultant work product. Potential Specs, Audience and Budget for SLO 19 Draft consultant work product. SLO Project Specifics The City would need to budget for the cost of four mailings to a universe of 15,000 households using your vendors Mailing to “all resident” households is not only a waste of taxpayer dollars, but changes the treatment of the mail by USPS, affecting the timing and precision of delivery No “subjective” criteria are used in creating the universe—purely propensity The digital footprint created for digital advertising for the corresponding audience would be a budget of about 25,000 for a city SLO’s size Draft consultant work product. Sequencing Considerations 21Draftconsultantworkproduct. Schedule Being Used by All Other LEG Cities To prepare for the four bell-shaped weekend curves of voting, LEG’s other cities are: SEPTEMBER: Add comprehensively to Municipal Election website information Outreach to organizations/influencers Social and Earned Media OCTOBER: Three USPS mail drops on October 5th, 12th, and 19th Paid digital the final week of October Draft consultant work product. LEG Project Protocols Email Communications Addressed to the City Attorney in “to line” Staff are cc’d There is no conversation or editing on email Substantive review/conversations occur via telephonic or V-conference Content All work is performed in “DRAFT” format until finalized Note that even with these precautions, not all communications will be considered privileged Draft consultant work product. Decision-Points 24 Draft consultant work product. Decision & Discussion Points What are your global questions/comments, if any? Specifically for the City Attorney: Any concerns about using voter files? Questions or concerns about the October schedule dates? What style or format concerns should we be aware of? Draft consultant work product. From:catherine@lewedwardsgroup.com To:Dietrick, Christine Cc:Betz, Ryan; Tonikian, Victoria Subject:Drafts for this Afternoon"s Call Date:Tuesday, September 8, 2020 8:57:35 AM Attachments:9.8.Agenda.pdf MeasureG20Messaging Platform.pdf Letter.MeasureG20.pdf FAQ.Measure.G20.SLO.pdf Good morning! Attached are: 1. Meeting Agenda 2. Messaging Platform 3. Letter 4. FAQS Kindly circulate to anyone else joining today, as I was uncertain as to whether Derek and Greg are also on tap. Until this afternoon! Catherine Lew, Esq. Principal & Co-Founder The Lew Edwards Group 510-594-0224 x 261 Follow The Lew Edwards Group on Twitter at @catherinevlew From:Tonikian, Victoria To:Betz, Ryan; catherine@lewedwardsgroup.com; Hermann, Greg; Bailey, Georgina Subject:City of SLO / Lew Edwards Group Attachments:MeasureG20Messaging Platform.pdf Letter.MeasureG20.pdf FAQ.Measure.G20.SLO.pdf 9.8.Agenda.pdf Updating to include attachments from Catherine Join Microsoft Teams Meeting <https://teams.microsoft.com/l/meetup- join/19%3ameeting_NWJhMTZlODctOGYyNC00NTVkLWIyNzgtYjlkYzczNDQ4NTAx%40thread.v2/0? context=%7b%22Tid%22%3a%22a78b182d-94e4-4507-a9a9-330dcb148164%22%2c%22Oid%22%3a%220ee9f159-79d9-4222-93d2- e6b32d3db805%22%7d> 1 209-645-4165 <tel:+1%20209-645-4165,,219232620#> United States, Stockton (Toll) Conference Local numbers <https://dialin.teams.microsoft.com/f72d38db-88d0-4b7b-be19-71a20f3a0897?id=219232620> | Reset PIN https://mysettings.lync.com/pstnconferencing> | Learn more about Teams <https://aka.ms/JoinTeamsMeeting> | Meeting options https://teams.microsoft.com/meetingOptions/?organizerId=0ee9f159-79d9-4222-93d2-e6b32d3db805&tenantId=a78b182d-94e4-4507-a9a9- 330dcb148164&threadId=19_meeting_NWJhMTZlODctOGYyNC00NTVkLWIyNzgtYjlkYzczNDQ4NTAx@thread.v2&messageId=0&language=en- US> City of San Luis Obispo Tuesday 9/8 4 pm Meeting Objectives Reach consensus on content materials Make final decisions on upcoming Timeline and Approach I. Additions to Agenda, if any 2 Minutes II. Update on current City issues/local dynamics 5 Minutes Public arena issues Local ROV: ballot dissemination/deadlines III. DISCUSSION ITEMS 45 minutes A. Feedback on website information B. Review proposed Messaging Platform C. Review draft letter/FAQs (website, influentials, utility stuffer) D. Loop in on October Utility Stuffer drop date E. Discuss online outreach approach/needs F. Make final decisions on October schedule/activities IV. Next Steps/Assignments/Tasking 5 Minutes Other Agenda Items if any Update website/PowerPoint presentation (City) Schedule bi-weekly institutional calls RECOMMENDED MEASURE G-20 MESSAGING PLATFORM ACCOUNTABILITY) Measure G-20 includes strict accountability requirements so funds are used effectively and as promised, including an Independent Oversight Committee and annual independent financial audits, All money generated by Measure G -20 stays local and cannot be taken by Sacramento or Washington DC (73%) MEDICAL RESPONSE TIMES) ) Seconds count in an emergency. One in every two calls to the San Luis Obispo Fire Department is a response to medical emergencies or rescues. Measure G-20 helps ensure that San Luis Obispo has the needed firefighters- paramedics, infrastructure, lifesaving equipment, personal protective equipment, and communications technology to save lives in any type of natural disaster or health emergency. (73%) SALES TAX) In the last six years, nearly 70% of sales tax dollars collected in San Luis Obispo came from tourists and visitors from surrounding areas. Measure G-20 ensures they are paying their fair share to use community resources and infrastructure. Measure G-20 is not applied to prescription medication or food purchased as groceries. (70%) ECONOMIC RECOVERY) The impacts of coronavirus on the local economy, including loss of jobs and closure of businesses, may take years to recover from. Measure G-20 helps invest in the businesses in our city and our downtown area through economic recovery programs like Shop Local and local business financing, as well as reduce government red tape to make it easier to help businesses thrive and retain and hire more local employees. (70%) Measure G-20 Addresses the Following Community Priorities Maintain fire, public safety, and emergency health response (79%) Maintain disaster preparedness response (75%) Protecting creeks from pollution (74%) Retain local businesses (73%) Preserve open space/natural areas (73%) Help fund homeless prevention programs (71%) From:Catherine Lew To:Betz, Ryan; Dietrick, Christine Cc:Tonikian, Victoria Subject:RE: Drafts for this Afternoon"s Call Date:Tuesday, September 8, 2020 3:01:49 PM Attachments:image001.png I assume that you and Greg are empowered to make the decisions then on the schedule so I can finalize the timeline and order the data uses for the City. Catherine From: Betz, Ryan Sent: Tuesday, September 8, 2020 2:48 PM To: catherine@lewedwardsgroup.com; Dietrick, Christine Cc: Tonikian, Victoria Subject: RE: Drafts for this Afternoon's Call Hello Catherine, Thank you for sending this over. Christine will not be joining us today, however, Greg Hermann will be. Thank you and we’ll see you at 4:00 pm! Ryan Betz Assistant to the City Manager City Administration 990 Palm Street, San Luis Obispo, CA 93401-3218 E rbetz@slocity.org T 805.781.7589 slocity.org From: catherine@lewedwardsgroup.com <catherine@lewedwardsgroup.com> Sent: Tuesday, September 8, 2020 8:57 AM To: Dietrick, Christine <cdietric@slocity.org> Cc: Betz, Ryan <rbetz@slocity.org>; Tonikian, Victoria <vtonikia@slocity.org> Subject: Drafts for this Afternoon's Call Good morning! Attached are: 1. Meeting Agenda 2. Messaging Platform 3. Letter 4. FAQS Kindly circulate to anyone else joining today, as I was uncertain as to whether Derek and Greg are also on tap. Until this afternoon! Catherine Lew, Esq. Principal & Co-Founder The Lew Edwards Group 510-594-0224 x 261 Follow The Lew Edwards Group on Twitter at @catherinevlew From:Catherine Lew To:Dietrick, Christine Cc:Hermann, Greg; Betz, Ryan; Bailey, Georgina Subject:V2s Date:Tuesday, September 8, 2020 7:28:18 PM Attachments:MessagingPlatform.V2.pdf Letter.MeasureG20.V2.docx FAQ.Measure.G20.SLO.V2.docx Are attached, great call today everyone! Ryan please remember that Christine needs to review the *final* version of the utility stuffer not just the word copy content I've provided, since you are planning on adding photos/visuals to it. She needs to review for "style" as well. Have a good night, everyone! Catherine Lew, Esq. Principal & Co-Founder The Lew Edwards Group 510-594-0224 x 261 Follow The Lew Edwards Group on Twitter at @catherinevlew FM3 From:Betz, Ryan To:Catherine Lew; Dietrick, Christine Cc:Hermann, Greg; Bailey, Georgina Subject:RE: V2s Date:Wednesday, September 9, 2020 4:17:19 PM Attachments:image001.png Thank you Catherine and we working on finalizing the insert. Ryan Betz Assistant to the City Manager City Administration 990 Palm Street, San Luis Obispo, CA 93401-3218 E rbetz@slocity.org T 805.781.7589 slocity.org From: Catherine Lew <catherine@lewedwardsgroup.com> Sent: Tuesday, September 8, 2020 7:28 PM To: Dietrick, Christine <cdietric@slocity.org> Cc: Hermann, Greg <GHermann@slocity.org>; Betz, Ryan <rbetz@slocity.org>; Bailey, Georgina gbailey@slocity.org> Subject: V2s Are attached, great call today everyone! Ryan please remember that Christine needs to review the *final* version of the utility stuffer not just the word copy content I've provided, since you are planning on adding photos/visuals to it. She needs to review for "style" as well. Have a good night, everyone! Catherine Lew, Esq. Principal & Co-Founder The Lew Edwards Group 510-594-0224 x 261 Follow The Lew Edwards Group on Twitter at @catherinevlew FM3 From:Catherine Lew To:Dietrick, Christine Cc:Betz, Ryan; Hermann, Greg; Johnson, Derek Subject:Re: 4:15 Conversation Date:Monday, October 5, 2020 6:00:57 PM Attachments:Drafts.Samples.zip Please see attached zip file On Mon, Oct 5, 2020 at 3:59 PM <catherine@lewedwardsgroup.com> wrote: Two drafts attached. Discussion: 1. Updates and Project Needs 2. Review Content Copy 3. Discuss additional needs, if any -- Catherine Lew, Esq. Principal & Co-Founder The Lew Edwards Group 510-594-0224 x 261 Follow The Lew Edwards Group on Twitter at @catherinevlew 1315 Valley Drive Hermosa Beach, CA 90254 PRST STD U.S. POSTAGE PAID PERMIT NO. 52 HERMOSA BEACH CA 90254 November 5th Election Information MEASURE H & MEASURE CC and Local Candidates for Office Dear Neighbor: On July 9, 2019, the Hermosa Beach City Council unanimously placed Mea s u r e H o n t h e N o v e m b e r 5th ballot. Measure H – a proposed 2% increase to the local bed tax – ap p l i e s o n l y t o h o t e l a n d l o d g i n g guests, ensuring out-of-town visitors to Hermosa Beach continue to pay th e i r f a i r s h a r e f o r t h e u s e o f City roads, public safety and other City services. Public safety is a top priority for our residents. If enacted, Measure H helps s u p p o r t p u b l i c 9 1 1 r e s p o n s e , police, fire and paramedic services and other essential City services. Measure H is not a tax on Hermosa Beach residents or homeowners who a r e n o t g u e s t s i n l o c a l h o t e l s and lodging. Also appearing on the ballot is Measure CC – allowing voters a choice of m a k i n g t h e C i t y C l e r k a n appointed professional position. The current City Clerk is retiring and there a r e n o c a n d i d a t e s r u n n i n g for the position. Due to the complexities of the position, nearly 77% of Lo s A n g e l e s C o u n t y ’ s 8 8 c i t i e s currently have appointed, professional city clerks, and approximately 80% o f C a l i f o r n i a c i t i e s c u r r e n t l y appoint their professionally trained clerks. Voters will also have the opportunity to select two City Council members o n t h e N o v e m b e r b a l l o t . The City Treasurer’s seat is uncontested. As always, we encourage you to p a r t i c i p a t e i n o u r Municipal Election. Sincerely, Suja Lowenthal City Manager Learn more at www.hermos a b c h . o r g / e l e c t i o n i n f o Frequently asked Questions about Measure H For more information, visit: www.hermosabch.org/electioninfo Q: What local priorities does Measure H address? A: If enacted, funding generated by Measure H supports: ✔ Excellent 911 police, fire and paramedic/ambulance services ✔ Repairs/upgrades to aging public facilities ✔ Resource referrals and information for seniors, homeless individuals, and families in housing transition ✔ Repairs/maintenance to streets and storm drains ✔ Upgrades to local parks Q: Is Measure H Fiscally Accountable? A: Yes. Measure H funds will fall under the city’s standard practice of annual independent audits and public reports. Register o n l i n e a t : www.reg i s t e r t o v o t e . c a . g o v Last day t o r e g i s t e r t o v o t e : October 2 1 s t R E G I S T E R E D T O V O T E ?N O T Y E T MEASURE H Voting Information www.hermosabch.org/electioninfo The Hermosa Beach City Council unanimously placed Measure H on the November 5th ballot. Measure H – a proposed 2% increase to the local hotel bed tax – ensures visitors pay their fair share for using City services. It is not a tax on Hermosa Beach residents or homeowners who are not local hotel or lodging guests. If enacted, Measure H would support: Excellent 911 police, fire and ambulance/paramedic services Repairs/upgrades to aging public facilities Resource referrals and information for seniors, homeless individuals, and families in housing transition Funds Stay Local in Hermosa Beach – Not Sacramento. By law NO funds can be taken by the county, state or federal government. Repairs/maintenance to local streets and storm drains Upgrades to local parks 1315 Valley Drive Hermosa Beach, CA 90254 November 5th Municipal Election Information MEASURE H AND LOCAL CANDIDATES The Hermosa Beach City Council placed Measure CC on the ballot to give voters a choice on making the City Clerk an appointed professional position. The current City Clerk is retiring and there are no candidates running for the position. As California elections, election security, technology, and public interface have become more complex over the past few decades, so have the duties of local city clerks. As these positions have become far more multi-faceted, so have the professional qualifications of local City Clerks. Finally, voters can select two Hermosa Beach City Council members on this ballot. The City Treasurer’s seat is uncontested. KEY DATES Vote by Mail Ballots Mailed: October 7th Last Day to Register to Vote: October 21st Register to Vote: www.registertovote.ca.gov Last Day to Request a Vote by Mail Ballot: October 28th Election Day: November 5th Find Your Polling Place: www.lavote.net PRST STD U.S. POSTAGE PAID PERMIT NO. 52 HERMOSA BEACH CA 90254 Q: What is Measure F?A: On August 4, 2020 the Milpitas City Council unanimously placed Measure F—the City of Milpitas Public Services Measure—on the November ballot for voter consideration. If approved by Milpitas voters, Measure F would enact a ¼ cent sales tax for 8 years, with locally-controlled funding that cannot be taken by the state. Q: How much would Measure F cost?A: Measure F is a ¼ cent local sales tax and would cost one penny for every $4 spent. According to city reports, approximately half of Measure F would be paid by visitors to Milpitas. Food purchased as groceries and prescription medication would be exempt from Measure F. Q: Why place Measure F on the ballot now?A: The recession caused by coronavirus is requiring cities like Milpitas to consider significant cuts to programs and services in order to balance the budget. Measure F funds can help maintain the City’s finances and prevent cuts to the services which residents have identified as community priorities, including: • Maintaining local 911 fire and emergency response services • Preparing for future public health/natural disaster response • Improving working environments for Milpitas firefighters and paramedics • Maintaining police response services • Assisting local businesses during the pandemic • Maintaining youth and senior services Measure F Accountability Standards Measure F requires citizens’ oversight, annual independent financial audits, and full disclosure of all spending. Legally, Measure F funds are required to be spent to benefit the Milpitas community and cannot be taken by the state. MEASURE F IS ON YOUR LOCAL MILPITAS BALLOT For more information, visit: ci.milpitas.ca.gov/2020Elections/MeasureF 455 E Calaveras Boulevard Milpitas, CA 95035 Measure F Information City of Milpitas Public Services Measure To provide funding to maintain the City’s finances and services, including: police and fire protection, 9-1-1 emergency response, and natural disaster preparation; youth, senior, and recreation services; repairing park equipment and maintaining parks and recreation centers; and attracting and retaining local businesses; shall the measure, establishing a 1/4¢ sales tax, providing approxi- mately $6,500,000 annually for 8 years, requiring independent audits, citizens’ oversight committee, all funds spent locally, be adopted? YES NO To learn more about Measure F, visit ci.milpitas.ca.gov/2020Elections/MeasureF For information on voting and ballot drop box locations, visit sccvote.org • Measure F is the only local Measure on your Milpitas Ballot. • Milpitas voters will also be considering candidates for Mayor and two at-large City Council seats. Provided for informational purposes only. The City of Milpitas does not advocate a yes or no vote on any candidate or measure. *Some voting information may be further updated. Keep visiting sccvote.org for the latest information. Measure F Official Ballot Language ECRWSS POSTAL CUSTOMER Voting information: s All active registered voters will begin to receive their ballots on October 5, 2020. s Ballots can be returned via mail or dropped off at any ballot drop box or vote center in the county. A complete, updated list can be found at sccvote.org. Milpitas Ballot Drop Locations HOURS: Open 24 hours until 8pm, November 3, 2020 (Election Day)* MILPITAS CITY HALL 455 East Calaveras Boulevard Milpitas, CA 95035 (proceed to North Milpitas Blvd. side) MILPITAS LIBRARY 160 North Main Street Milpitas, CA 95035 MILPITAS UNIFIED SCHOOL DISTRICT 1331 East Calaveras Boulevard Milpitas, CA 95035 The upcoming November 3, 2020 municipal election will include new changes to how you receive your ballot, and where and how you can vote. Please participate! Here’s how: VOTE BY MAIL (VBM) • Vote by Mail (VBM) ballots must be postmarked by Election Day, November 3 and received no later than 17 days after Election Day to be counted. • You may also drop off your ballot at any Ballot Drop Box or Vote Center in the County. CONDITIONAL (SAME DAY) REGISTRATION AND IN PERSON VOTING: • If you missed the October 19, 2020 voter registration deadline, a recent state law allows you to conditionally register to vote and vote until 8:00 p.m. on Election Day at your County Elections Office or at any Vote Center in the County. • You may also vote in person at any Vote Center in the County. To see a list of Vote Centers in and around Milpitas, visit sccvote.org. NOVEMBER 3, 2020 MUNICIPAL ELECTION INFORMATION VOTING BY MAIL VOTING IN PERSON MILPITAS VOTE CENTER LOCATIONS OPEN OCTOBER 31-NOVEMBER 3* MILPITAS LIBRARY AUDITORIUM 160 North Main Street SAN JOSE EVERGREEN COLLEGE Milpitas Extension, Lecture 1 & 2 1450 Escuela Parkway SINNOTT ELEMENTARY SCHOOL AUDITORIUM 2025 Yellowstone Ave PIONEER MOBILE HOME PARK CLUBHOUSE 60 Wilson Way (off N. Milpitas Blvd. at Dixon Landing) NEED HELP? You can pick up a replacement ballot in person at the Registrar of Voters’ Office or at any Vote Center in the County. For more information • Measure F Information: ci.milpitas.ca.gov/2020Elections/MeasureF • Santa Clara County: sccvote.org • State of California: sos.ca.gov/elections 1 2 *Some voting information may be further updated. Keep visiting sccvote.org for the latest information. 455 E Calaveras Boulevard Milpitas, CA 95035 For the full text of the Measure F and official ballot documents, visit: ci.milpitas.ca.gov/2020Elections/MeasureF For information on voting and a list of vote centers and ballot drop off locations, visit: sccvote.org • Measure F is the only local measure on your ballot. • Measure F would cost 1 cent for every $4 purchase made in Milpitas. • Food purchased as groceries and prescription medication would not be subject to Measure F. • According to city reports, half of Measure F would be paid by visitors to Milpitas. In addition to Measure F, Milpitas voters will be considering candidates for Mayor and 2 at-large City Council seats.* * Provided for informational purposes only. The City of Milpitas does not advocate a yes or no vote on any candidate or measure. City of Milpitas Election Information City of Milpitas Public Services Measure To provide funding to maintain the City’s finances and services, including: police and fire protection, 9-1-1 emergency response, and natural disaster preparation; youth, senior, and recreation services; repairing park equipment and maintaining parks and recreation centers; and attracting and retaining local businesses; shall the measure, establishing a 1/4¢ sales tax, providing approx- imately $6,500,000 annually for 8 years, requiring independent audits, citizens’ oversight committee, all funds spent locally, be adopted? YES NO Measure F Official Ballot Language ECRWSS POSTAL CUSTOMER From:catherine@lewedwardsgroup.com To:Dietrick, Christine Cc:Betz, Ryan; Hermann, Greg; Johnson, Derek; Bailey, Georgina; Tonikian, Victoria Subject:11:30 Conversation Date:Wednesday, October 28, 2020 11:07:33 AM Attachments:SLO two-way talking points - DRAFT V1.pdf Importance:High Here is a draft sheet we will be discussing at 11:30. Talk then Catherine Lew, Esq. Principal & Co-Founder The Lew Edwards Group 510-594-0224 x 261 Follow The Lew Edwards Group on Twitter at @catherinevlew From:Catherine Lew To:Dietrick, Christine Cc:Betz, Ryan; Hermann, Greg; Bailey, Georgina; Tonikian, Victoria; Johnson, Derek Subject:Re: Today"s 3 pm Discussion Date:Saturday, September 19, 2020 1:55:15 PM Attachments:Measure Excerpt for Mailer 1.docx Dept.Heads.Manual.V2.docx Social Media.SLO.docx As discussed. On Fri, Sep 18, 2020 at 1:42 PM Catherine Lew <catherine@lewedwardsgroup.com> wrote: All, there will be no formal agenda. We will be reviewing the attached three items on today's call: 1. Draft Department Heads Manual for next week (specifically pages 2,4, and 6) 2. Recommended excerpt for inclusion in Oct. 5th Mailer 1 3. Social Media sequencing I would also like to loop in about any media interview/s. Talk/see everyone soon! Catherine Lew, Esq. Principal & Co-Founder The Lew Edwards Group 510-594-0224 x 261 Follow The Lew Edwards Group on Twitter at @catherinevlew Catherine Lew, Esq. Principal & Co-Founder The Lew Edwards Group 510-594-0224 x 261 Follow The Lew Edwards Group on Twitter at @catherinevlew From:Dietrick, Christine To:catherine@lewedwardsgroup.com Cc:Betz, Ryan; Hermann, Greg; Johnson, Derek; Bailey, Georgina; Tonikian, Victoria Subject:RE: 11:30 Conversation Date:Wednesday, October 28, 2020 11:15:00 AM Looks good. I don’t have any concerns. From: catherine@lewedwardsgroup.com <catherine@lewedwardsgroup.com> Sent: Wednesday, October 28, 2020 11:07 AM To: Dietrick, Christine <cdietric@slocity.org> Cc: Betz, Ryan <rbetz@slocity.org>; Hermann, Greg <GHermann@slocity.org>; Johnson, Derek djohnson@slocity.org>; Bailey, Georgina <gbailey@slocity.org>; Tonikian, Victoria vtonikia@slocity.org> Subject: 11:30 Conversation Importance: High Here is a draft sheet we will be discussing at 11:30. Talk then Catherine Lew, Esq. Principal & Co-Founder The Lew Edwards Group 510-594-0224 x 261 Follow The Lew Edwards Group on Twitter at @catherinevlew From:catherine@lewedwardsgroup.com To:Dietrick, Christine Cc:Betz, Ryan; Hermann, Greg; Johnson, Derek; Bailey, Georgina; Tonikian, Victoria Subject:RE: 11:30 Conversation Date:Wednesday, October 28, 2020 12:29:32 PM Attachments:SLO two-way talking points - DRAFT V2.docx The next draft is attached in word format. Cheers! Catherine From: catherine@lewedwardsgroup.com <catherine@lewedwardsgroup.com> Sent: Wednesday, October 28, 2020 11:07 AM To: 'Dietrick, Christine' <cdietric@slocity.org> Cc: 'Betz, Ryan' <rbetz@slocity.org>; 'Hermann, Greg' <ghermann@slocity.org>; 'Johnson, Derek' djohnson@slocity.org>; gbailey@slocity.org; 'Tonikian, Victoria' <vtonikia@slocity.org> Subject: 11:30 Conversation Importance: High Here is a draft sheet we will be discussing at 11:30. Talk then Catherine Lew, Esq. Principal & Co-Founder The Lew Edwards Group 510-594-0224 x 261 Follow The Lew Edwards Group on Twitter at @catherinevlew