HomeMy WebLinkAbout04/01/1997, C-4 - REQUEST FOR PROPOSALS FOR CITY OF SAN LUIS OBISPO'S TOURISM ADVERTISING CONTRACT FOR 1997-99 council "�`D�4-►-9 7
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CITY O F SAN LUIS O B I S P O
FROM: Ken Ham ian,Assistant City Administrative Officer'' "
Prepared By: Wendy George,Assistant to the City Administrative Officer W�
SUBJECT: Request for Proposals for City of San Luis Obispo's Tourism Advertising
Contract for 1997-99
CAO RECOMMENDATION
Approve the Promotional Coordinating Committee (FCC's) proposed Request for Proposals for
1997-99 Marketing Services for the City of San Luis Obispo
DISCUSSION
As part of its tourism promotional program, the City of San Luis Obispo contracts with an
advertising firm to develop a paid advertising campaign to encourage overnight travel to the City,
especially during the off-season (November through March). Overnight travel has traditionally
been the focal point of the campaign because of its relationship to the local tax base. It helps to
generate revenues for the City through increases in the Transient Occupancy Tax (TOT) and sales
tax receipts. The City's program has typically relied on a combination of cable and print media and
has been geared to the Southern California travel market. More recently,promotional opportunities
have been explored in the Bakersfield and San Jose areas, as well.
At its March 12, 1997, meeting the PCC approved the proposed 1997-99 Marketing Services
Request for Proposals. The terms of the RFP are almost identical with those used for the prior
contract. The RFP requires the contractor to develop a campaign,including ad concept, design and
production, media buys and placement and other services as necessary. It also requires that the
advertising firm coordinate its efforts with the promotional services provided by the San Luis
Obispo Chamber of Commerce and the San Luis Obispo County Visitors and Conference Bureau.
In addition the contractor must maintain an effective working relationship with the PCC, attending
their meetings at least monthly and provide monthly written reports on completed activities.
The only significant change from the prior RFP is the PCC recommendation that$17,000 be added
to the proposed budget for the purpose of purchasing a high quality promotional document, such as
the Chamber's Visitors Guide, to be used as part of the advertising "fulfillment"package. For the
past two fiscal years this "fulfillment" piece has been piloted and financed through the Enhanced
Promotional Fund. As a result, in 1995-96,with the new program running for less than half a year,
there were approximately 6,300 requests for material,as opposed to 4,000 the whole prior year. To
date for the 1996-97 year there have been 4,183 requests and our major newspaper advertising has
just begun. Due to the success of the program,the PCC is recommending that$17,000 be removed
from the Enhanced Promotional Fund and be reallocated to the advertising contract to be
permanently used on an on-going basis for this purpose. The proposed RFP tentatively includes
Council Agenda Report-Marketing Services RFP
Page 2
this additional funding. The actual budget for this contract must be approved by Council at the
time the contract is awarded
The RFP is very straight forward. Interested applicants will be given approximately three and a
half weeks to prepare a marketing campaign to promote the City. All RFP's received by the City
will be reviewed and ranked by the PCC. Once this process is complete, the PCC will forward a
recommendation to the City Council as to the proposed contract recipient. The Council will be
taking action on this item in June.
FISCAL IMPACT
The RFP has been prepared using dollar amounts that are expected to be included in the proposed
1997-99 Financial Plan: $114,000 and $117,500 respectively. These amounts include an
additional $17,000 of reallocated Enhanced Promotional funds to purchase a high quality
advertising "fulfillment"piece such as the Chamber of Commerce Visitors' Guide. The proposed
funding also includes a 3% cost-of-living adjustment for each year. The exact amount of the
contract will not be determined until the Council approves the contract in June, at which time final
approval will be requested for the reallocation of$17,000 of Enhanced Promotional Funds. This
fact was made clear in the RFP.
ALTERNATIVES
Eliminate the inclusion of the Enhanced Promotional Funds in the tentative parameters for the
RFP. Since the Council has approved the use of Enhanced Promotional Funds for the purpose of
providing a higher quality advertising "fulfillment" piece for the past two years, the PCC believes
that it provides a truer picture of the actual funds available to include the $17,000 in the RFP
tentative funding statement. It also provides an opportunity to inform prospective bidders of the
fact that the PCC wishes to see this quality of"fulfillment'material continue during the life of the
new contract.
Attachment
Marketing RFP
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IN520SAn LUIS OBISPO
Notice Requesting Proposals for
MARKETING SERVICES
for the City of San Luis Obispo
Administration Specification No.97-39
The City of San Luis Obispo is requesting proposals for marketing the City as a visitor destination for the 1997-98 and
1998-99 fiscal years,pursuant to Specification No.97-39
All proposals mast be received by the Department of Finance by 4:00 p.m. April 25, 1997,when they will be opened
publicly in the City Hall Council Chambers,990 Palm Street,San Luis Obispo,CA 93401.
Proposals received after said time will not be considered. To guard against premature opening,each proposal shall be
submitted to the Department of Finance in a sealed envelope plainly marked with the proposal title, specification
number, proposer name, and time and date of the proposal opening. Proposals shall be submitted using the forms
provided in the specification package.
Additional information may be obtained by contacting Wendy George at(805)781-7151.
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TABLE OF CONTENTS
A. Description of Work 3
B. General Terms and Conditions 9
Proposal Requirements
Contract Award and Execution
Contract Performance
C. Special Tenors and Conditions g
Contract Term
Proposal Content
Proposal Evaluation and Selection
Submittal of References
Proposal Review and Award Schedule
D. Agreement 10
E. Insurance Requirements 12
F. Proposal Submittal Forts 13
Proposal Submittal Summary
References
2
DESCRIPTION OF b.rRK
The City of San Luis Obispo has traditionally conducted a marketing campaign to promote San Luis Obispo as a visitor
destination to enhance the economic well-being of City residents and businesses. The primary purpose of the campaign
is to encourage overnight travel to San Luis Obispo from other parts of California. The promotional efforts are
coordinated by the Promotional Coordinating Committee(PCC)a seven-member advisory body to the City Council. In
addition to the marketing campaign,the City currently contracts with the San Luis Obispo Chamber of Commerce for
visitor services and additional non-advertising promotional and public relations services. The City also contributes to
the San Luis Obispo County Visitors and Conference Bureau. Coordination with these programs will be essential for a
successful campaign.
The City has found that the public interest and welfare will be best served by the solicitation for marketing services to
conduct a comprehensive campaign that includes direct advertising to target California markets, as well as alternative
advertising methods,and which provides a means to clearly evaluate the effectiveness of the campaign.
For the purposed of this proposal,the budget for direct advertising and marketing services is considered to be$114,000
in 1997//98 and$117,500 in 1998/99. This proposed budget includes funding for a high quality promotional document,
currently the Chamber of Commerce Visitors Guide,to be used as part of the City's advertising"fulfillment"package.
The exact budget amounts will be detemrined by the City Council when the Financial Plan is adopted in June, 1997.
&ecifrc Services
1. Planning, preparing and implementmg a marketing campaign, on the City's behalf, subject to PCC
recommendation and City Council approval.
2. Providing account services such as, but not limited to, ad concept, design and production, media buys and
placement, and additional services as needed. Also, checking, paying invoices and accounting for all such
activity conducted on the City's behalf in any media. Agencies should indicate whether they intend to collect
a flat fee or accept a commission. If collecting a fee,agencies are required to dedicate the commission amount
to the purchase of additional advertising.
3. Designing and conducting a program to monitor effectiveness of the marketing campaign.
4. Establishing and mammining an effective working relationship with the PCC. Liaison between the PCC and
Contractor will be with the PCC Marketing Subcommittee. Scheduled meetings will be on an "as needed"
basis with the PCC Marketing Subcommittee and Contractor to refine and adjust campaign objectives as
recommended by the PCC.
5. Providing the PCC with timely,written monthly reports, one week prior to the regular meeting, on the status
of all aspects of the marketing campaign. Attending monthly PCC meetings to discuss campaign activities.
6. planning and commissioning any research activity that the PCC or City Council may require, including
suggestions for and methods of continuing evaluation for the effectiveness of marketing campaigns.
7. Coordinating activities of the marketing campaign with promotional services provided by the San Luis Obispo
Chamber of Commerce and the San Luis Obispo county Visitors and Conference Bureau. Establishing
effective working relationships with staff of the organizations referenced above, and other City bodies, to
achieve coordinated and efficient use of all available resources,avoiding a duplication of efforts.
EACH PROPOSAL PACKAGE MUST INCLUDE THE FOLLOWING STATEMENTS AND
INFORMATION TO BE CONSIDERED FOR SELECTION:
1. Statement of the proposed workscope. The workscope should:
• Cover two fiscal years(July,1997,through June, 1999).
• Summarize the marketing campaign.
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GENERAL TERMS r-.ND CONDITIONS
PROPOSAL REQUIREMENTS
1. Requirement to Meet All Provisions. Each individual or firm submitting a proposal(proposer)shall meet all
of the terms,and conditions of Request for Proposals(RFP)specifications package. By virtue of its proposal
submittal, the proposer acknowledges agreement with and acceptance of all provisions of the RFP
specifications.
2. Proposal Submittal. Each proposal must be submitted on the form(s) provided in the specifications and
accompanied by any other required submittals or supplemental materials. Proposal documents shall be
enclosed in an envelope which shall be sealed and addressed to the Department of Finance, City of San Luis
Obispo, 990 Palm Street, San Luis Obispo, CA, 93401. In order to guard against premature opening, the
proposal should be clearly labeled with the proposal title, specification number, name of Proposer, and date
and time of proposal opening. No FAX submittals will be accepted.
3. Proposal Withdrawal and Opening. A proposer may withdraw its proposal, without prejudice prior to the
time specified for the proposal opening, by submitting a written request to the Director of Finance for its
withdrawal, in which event the proposal will be returned to the proposer unopened. No proposal received
after the time specified or at any place other than that stated in the 'Notice Requesting Proposals" will be
considered. All proposals will be opened and declared publicly. Proposers or their representatives are invited
to be present at the opening of the proposals.
4. Submittal of One Proposal Only. No individual or business entity of any kind shall be allowed to make or
file,or to be interested in more than one proposal,except an alternative proposal when specifically requested.
5. Communications. All timely requests for information submitted in writing will receive a written response
from the City. Telephone communications with City staff are not encouraged, but will be permitted.
However,any such oral commimication shall not be binding on the City.
CONTRACT AWARD AND EXECUTION
6. Proposal Retention and Award. The City reserves the right to retain all proposals for a period of 60 days for
examination and comparison. The City also reserves the right to waive non-substantial irregularities in any
proposal,to reject any or all proposals,to reject or delete one part of a proposal and accept the other,except to
the extent that proposals are qualified by specific limitations. See the "special terms and conditions" in
Section C of the specifications for proposal evaluation and contract award criteria.
7. Competency and Responsibility of Proposer. The City reserves full discretion to determine the competence
and responsibility,professionally and/or financially,of proposers. Proposers will provide, in a timely manner,
any and all information which the City deems necessary to make such a decision.
8. Contract Requirement. The proposer to whom award is made(Contractor)shall execute a written contract
with the City within ten(10)calendar days after notice of the award has been sent by mail to it at the address
given in its proposal. The contract shall be made in the form adopted by the City and incorporated in these
specifications.
9. Insurance Requirements. The Contractor shall provide proof of insurance in the form, coverages, and
amounts specified in Section E of these specifications within 10 (ten) calendar days after notice of contract
award as a precondition to contract execution.
10. Business Tax. The Contractor must have a valid City of San Luis Obispo business tax certificate prior to
execution of the contract Additional information regarding the City's business tax program may be obtained
by calling(805)781-7134.
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c-Y-7
• State the objective of,and general approach(philosophy)toward,the marketing campaign.
• State the specific strategy for achieving the above objective (i.e., include a general schedule of media
placement and other activities)
• Include a budget for the campaign and a fee schedule for services to be provided.
• Identify the agency program manager and key personnel responsible for the campaign, such as copy and
design/production personnel,and any subcontractors.
2. Resume of professional experience and samples of previous work (presentation of portfolio, including work
for existing clients and evidence of strategic thinking and problem solving ability will be requested of those
proposers who are selected for interviews). These materials will become the property of the City of San Luis
Obispo.
3. A list of three professional references, including names and telephone number; of current clients.
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CONTRACT PERFORMAN._
H. Ability to Perform. The Contractor warrants that it possesses, or has arranged through subcontracts, all
capital and other equipment, labor, materials, and licenses necessary to carry out and complete the work
hereunder in compliance with any and all federal,state,county,city,and special district laws, ordinances,and
regulations.
12. Laws to be Observed. The Contractor shall keep itself frilly informed of and shall observe and comply with
all applicable state and federal laws and county and City of San Luis Obispo ordinances, regulations and
adopted codes during its performance of the work.
13. Payment of Taxes. The contract prices shall include full compensation for all taxes which the Contractor is
required to pay.
14. Permits and Licenses. The Contractor shall procure all permits and licenses, pay all charges and fees, and
ave all notices necessary.
15. Safety Provisions. The Contractor shall conform to the rules and regulations pertaining to safety established
by OSHA and the California Division of Industrial Safety.
16. Public and Employee Safety. Whenever the Contractor's operations create a condition hazardous to the
public or City employees,it shall,at its expense and without cost to the City,furnish,erect and maintain such
fences,temporary railings,barricades,lights, signs and other devices and take such other protective measures
as are necessary to prevent accidents or damage or injury to the public and employees.
17. Preservation of City Property. The Contractor shall provide and install suitable safeguards,approved by the
City,to protect City property from injury or damage. If City property is injured or damaged as a result of the
Contractor's operations, it shall be replaced or restored at the Contractor's expense. The facilities shall be
replaced or restored to a condition as good as when the Contractor began work.
18. Immigration Act of 1986. The Contractor warrants on behalf of itself and all subcontractors engaged for the
performance of this work that only persons authorized to work in the United States pursuant to the
Immigration Reform and Control Act of 1986 and other applicable laws shall be employed in the performance
of the work hereunder.
19. Contractor Non-Discrimination. In the performance of this work, the Contractor agrees that it will not
engage in, nor permit such subcontractors as it may employ, to engage in discrimination in employment of
persons because of age, race, color, sex, national origin or ancestry, sexual orientation, or religion of such
persons.
20. Work Delays. Should the Contractor be obstructed or delayed in the work required to be done hereunder by
changes in the work or by any default,act,or omission of the City,or by strikes,fire,earthquake,or any other
Act of God,or by the inability to obtain materials,equipment, or labor due to federal government restrictions
arising out of defense or war programs,then the time of completion may,at the City's sole option,be extended
for such periods as may be agreed upon by the City and the Contractor. In the event that there is insufficient
time to grant such extensions prior to the completion date of the contract, the City may, at the time of
acceptance of the work, waive liquidated damages which may have accrued for failure to complete on time,
due to any of the above,after hearing evidence as to the reasons for such delay,and making a finding as to the
causes of same.
21. Payment Terms. The City's payment terms are 30 days from the receipt of an original invoice and
acceptance by the City of the materials,supplies,equipment,or services provided by the Contractor(Net 30).
22. Inspection. The Contractor shall furnish City with every reasonable opportunity for City to ascertain that the
services of the Contractor are being performed in accordance with the requirements and intentions of this
contract All work done and all materials famished, if any, shall be subject to the City s inspection and
approval. The inspection of such work shall not relieve Contractor of any of its obligations to fulfill its
contract requirements-
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23. Audit: The City shall have the option of inspecting and/or auditing all records and other written materials
used by Contractor in preparing its invoices to City as a condition precedent to any payment to Contractor.
24. Interests of Contractor. The Contractor covenants that it presently has no interest,and shall not acquire any
interest direct or indirect or otherwise,which would conflict in any manner or degree with the performance of
the work hereunder.The Contractor further covenants that,in the performance of this work,no subcontractor
or person having such an interest shall be employed The Contractor certifies that no one who has or will have
any financial interest in perforating this work is an officer or employee of the City. It is hereby expressly
agreed that, in the performance of the work hereunder, the Contractor shall at all times be deemed an
independent contractor and not an agent or employee of the City.
25. Hold Harmless and Indemnification. The Contractor agrees to defend,indemnify,protect and hold the City
and its agents, officers and employees harmless from and against any and all claims asserted or liability
established for damages or injuries to any person or property,including injury to the Contractor's employees,
agents or officers which arise from or are connected with or are caused or claimed to be caused by the acts or
omissions of the Contractor,and its agents,officers or employees, in performing the work or services herein,
and all expenses of investigating and defending against same;provided,however,that the Contractor's duty to
indemnify and hold harmless shall not include any claims or liability arising from the established sole
negligence or willful misconduct of the City,its agents,officers or employees.
26. Contract Assignment. The Contactor shall not assign,transfer,convey or otherwise dispose of the contract,
or its right,title or interest,or its power to execute such a contract to any individual or business entity of any
kind without the previous written consent of the City.
27. Termination. If, during the term of the contract, the City determines that the Contractor is not faithfully
abiding by any term or condition contained herein,the City may notify the Contractor in writing of such defect
or failure to perform;which notice must give the Contractor a 10(ten)calendar day notice of time thereafter in
which to perform said work or cure the deficiency. If the Contractor has not performed the work or cured the
deficiency within the ten days specified in the notice,such shall constitute a breach of the contract and the City
may terminate the contract immediately by written notice to the Contractor to said effect. Thereafter,neither
party shall have any further duties,obligations,responsibilities, or rights under the contract except,however,
any and all obligations of the Contractor's surety shall remain in full force and effect, and shall not be
extinguished,reduced,or in any manner waived by the termination thereof. In said event,the Contractor shall
be entitled to the reasonable value of its services performed from the beginning date in which the breach
occurs up to the day it received the City's Notice of Termination, minus any offset from such payment
representing the City's damages from such breach. "Reasonable value"includes fees or charges for goods or
services as of the last milestone or task satisfactorily delivered or completed by the Contractor as may be set
forth in the Agreement payment schedule;compensation for any other work, services or goods.performed or
provided by the Contractor shall be based solely on the City's assessment of the value of the work-in-progress
in completing the overall workscope.The City reserves the right to delay any such payment until completion
or confirmed abandonment of the project,as may be determined in the City's sole discretion,so as to permit a
full and complete accounting of costs. In no event, however, shall the Contractor be entitled to receive in
excess of the compensation quoted in its proposal.
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C„��t
SPECIAL TERMS AivO CONDITIONS -
1. Proposal Content. Your proposal must include the following information:
Submitral Forms
a. Proposal Submittal Summary
b. References from a least three firms for whom you have provided similar services.
General Information
CL Description of your approach to completing the work
e. Experience of your firm in performing similar services
f. Warranties or guarantees that you would provide to the City regarding your performance in
completing the work
g. Resumes of the individuals that would be assigned to this project
h. Hourly billing rates for staff to be assigned to this project,if appropriate.
i. Services or data to be provided by the City
j. Proposed compensation and payment schedule.
k. Any other information that would assist us in making this contract award decision
Proposal Length and Copies
1.. Proposals should not exceed 35 pages,including attachments and supplemental materials.
In. 8 copies of the proposal must be submitted.
2. Proposal Evaluation and Selection. Proposals will be evaluated by a review committee based on the
following criteria:
a. Understanding of the work required by the City
b. Quality and nature of proposed programs to be implemented for marketing services. (Innovative
concepts and alternative approaches,in addition to direct advertising campaigns,are desirable.)
C. Proposer's experience in marketing services,which may include services to public agencies.
CL Recent experience in successfully performing similar services
e. Proposed approach in completing the work
f. References
g. Background and related experience of the specific individuals to be assigned to this project
h. Proposed compensation
As reflected above, contract award will not be based solely on price, but on a combination of factors as
determined to be in the best interest of the City. After evaluating the proposals and discussing them further
with the finalists or the tentatively selected contractor, the City reserves the right to further negotiate the
proposed work and/or method and amount of compensation.
7. Proposal Review and Award Schedule. The following is an outline of the anticipated schedule for proposal
review and contract award:
Issue RFP 4/2
Receive proposals 4/25
Complete proposal evaluation 5/5
Conduct finalist interviews 5/14
Award contract 6/17
Execute contract 7/1
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8. Contract Term. The ices identified in these specification will be us._�y the City between July 1, 1997
and June 30, 1999. The prices quoted for these items must be valid for the entire period indicated above
unless otherwise conditioned by the proposer in its proposal.
9. Contractor Invoices. The Contractor shall deliver a monthly invoice to the City, with attached copies of
work order forms or detail invoices.
10. Submittal of References. Each proposer shall submit a statement of qualifications and references on the
form provided in the RFP package.
11. Statement of Contract Disqualifications. Each proposer shall submit a statement regarding any past
governmental agency bidding or contract disqualifications on the form provided in the RFP package.
12. Ownership of Materials. All original drawings, plan documents and other materials prepared by or in
possession of the Contractor as part of the work or services under these specifications shall become the
permanent property of the City,and shall be delivered to the City upon demand
13. Release of Reports and Information. Any reports,information,data,or other material given to,prepared by
or assembled by the Contractor as part of the work or services under these specifications shall be the property
of City and shall not be made available to any individual or organization by the Contractor without the prior
written approval of the City.
14. Copies of Reports and Information. If the City requests additional copies of reports, drawings,
specifications, or any other material in addition to what the Contractor is required to finish in limited
quantities as part of the work or services under these specifications, the Contractor shall provide such
additional copies as are requested, and City shall compensate the Contractor for the costs of duplicating of
such copies at the Contractor's direct expense.
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f:—��
AGREEMENT
THIS AGREEMENT is made and entered into in the City of San Luis Obispo on this day of
by and between the CITY OF SAN LUIS OBISPO,a municipal corporation,hereinafter referred to as
City,and[ ],hereinafter referred to as Contractor.
WITNESSETH:
WHEREAS, on April 16, 1997, City requested proposals for Marketing services for the City of San Luis
Obispo per Specification No.97-39.
WHEREAS,pursuant to said request, Contractor submitted a proposal which was accepted by City for said
services;
NOW THEREFORE, in consideration of their mutual promises, obligations, and covenants hereinafter
contained,the parties hereto agree as follows:
1. TERM. The term of this Agreement shall be from the date of this Agreement is made and entered,
as first written above,until acceptance or completion of said services.
2. INCORPORATION BY REFERENCE. City Specification No. 97-39 and Contractor's proposal
dated[ ],are hereby incorporated in and made a part of this Agreement
3. CITY'S OBLIGATIONS. For providing services as specified in this Agreement,City will pay and
Contractor shall receive therefor compensation in a total sum not to exceed[S ].
4. CONTRACTOR'S OBLIGATIONS. For and in consideration of the payments and agreements
hereinbefore mentioned to be made and performed by City,Contractor agrees with City to provide services as described
in Exhibit A attached hereto and incorporated into this Agreement
5. AMENDMENTS. Any amendment, modification, or variation from the terms of this Agreement
shall be in writing and shall be effective only upon approval by the Council of the City.
6. COMPLETE AGREEMENT. This written Agreement, including all writings specifically
incorporated herein by reference, shall constitute the complete agreement between the parties hereto. No oral
agreement,understanding,or representation not reduced to writing and specifically incorporated herein shall be of any
force or effect,nor shall any such oral agreement,understanding,or representation be binding upon the parties hereto.
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7. NOTICE. t_- written notices to the parties hereto shall be ._ . by United States mail, postage
prepaid by registered or certified mail addressed as follows:
City City Clerk
City of San Luis Obispo
990 Palm Street
San Luis Obispo,CA 93401
Contractor [
8. AUTHORITY TO EXECUTE AGREEMENT. Both City and Contactor do covenant that each
individual executing this agreement on behalf of each party is a person duly authorized and empowered to execute
Agreements for such party.
IN WITNESS WHEREOF,the parties hereto have caused this instrument to be executed the day and year first
above written.
ATTEST: CITY OF SAN LUIS OBISPO,
A Municipal Corporation
By:
City Clerk City Administrative Officer for Mayor]
APPROVED AS TO FORM: CONTRACTOR
By:
City Attorney
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INSURANCE REQ6.AEMENTS: Consultant Servic.s
The Contractor shall procure and maintain for the duration of the contract insurance against claims for injuries to
persons or damages to property which may arise from or in connection with the performance of the work hereunder by
the Contractor,its agents,representatives,employees,or subcontractors.
Minimum Scope of Insurance. Coverage shall be at least as broad as:
1. Insurance Services Office Commercial General Liability coverage(occurrence form CG 0001).
2. Insurance Services Office form number CA 0001 (Ed. 1/87)covering Automobile Liability,code 1 (any auto).
3. Workers'Compensation insurance as required by the State of California and Employer's Liability Insurance.
4. Errors and Omissions Liability insurance as appropriate to the consultant's profession.
Minimum Limits of Insurance. Contractor shall maintain limits no less than:
1. General Liability: $1,000,000 per occurrence for bodily injury, personal injury and property damage. If
Commercial General Liability or other fort with a general aggregate limit is used,either the general aggregate
limit shall apply separately to this project/location or the general aggregate limit shall be twice the required
occurrence limit.
2. Automobile Liability: $1,000,000 per accident for bodily injury and property damage.
3. Employer's Liability: $1,000,000 per accident for bodily injury or disease.
4. Errors and Omissions Liability: $1,000,000 per occurrence.
Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions must be declared to and
approved by the City. At the option of the City, either: the insurer shall reduce or eliminate such deductibles or self-
insured retentions as respects the City,its officers,officials,employees and volunteers;or the Contractor shall procure a
bond guaranteeing payment of losses and related investigations,claim administration and defense expenses.
Other Insurance Provisions. The general liability and automobile liability policies are to contain, or be endorsed to
contain,the following provisions:
1. The City, its officers, officials, employees, agents and volunteers are to be covered as insureds as respects:
liability arising out of activities performed by or on behalf of the Contractor, products and completed
operations of the Contractor; premises owned, occupied or used by the Contractor; or automobiles owned,
leased,hired or borrowed by the Contractor. The coverage shall contain no special limitations on the scope of
protection afforded to the City,its officers,official,employees,agents or volunteers.
2. For any claims related to this project, the Contractor's insurance coverage shall be primary insurance as
respects the City, its officers, officials, employees, agents and volunteers. Any insurance or self-insurance
maintained by the City, its officers, officials, employees, agents or volunteers shall be excess of the
Contractor's insurance and shall not contribute with it
3. Any failure to comply with reporting or other provisions of the policies including breaches of warranties shall
not affect coverage provided to the City,its officers,officials,employees,agents or volunteers.
4. The Contractor's insi rance shall apply separately to each insured against whom clatim is made or suit is
brought,except with respect to the limits of the insurer's liability.
5. Each insurance policy required by this clause shall be endorsed to state that coverage shall not be suspended,
voided, cancelled by either party,reduced in coverage or in limits except after thirty(30) days'prior written
notice by certified mail,return receipt requested,has been given to the City.
Acceptability of Insurers. Insurance is to be placed with insurers with a current A.M. Best's rating of no less than
ANLL
Verification of Coverage. Contractor shall furnish the City with a certificate of insurance showing maintenance of the
required insurance coverage. Original endorsements effecting general liability and automobile liability coverage
required by this clause must also be provided. The endorsements are to be signed by a person authorized by that insurer
to bind coverage on its behalf. All endorsements are to be received and approved by the City before work commences.
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REFERENCES
Number of years engaged in providing the services included within the scope of the specifications under the present
business name:
Describe fully the last three contracts performed by your firm which demonstrate your ability to provide the services
included with the scope of the specifications. Attach additional pages if required. The City reserves the right to contact
each of the references listed for additional information regarding your firm's qualifications.
Reference No.l
Customer Name
Contact Individual
Telephone&FAX number
Street Address
City,State,Zip Code
Description of services provided
including contract amount,when
provided and project outcome
Reference No.2
Customer Name
Contact Individual
Telephone&FAX number
Street Address
City,State,Zip Code
Description of services provided
Mc luding contract amount,when
provided and project outcome
Reference No.3
Customer Name
Contact Individual
Telephone&FAX number
Street Address
City,State,Zip Code
Description of services provided
including contract amount,when
provided and project outcome
13
STATEMENT l►r PROPOSER'S PNJT CONTRACT
DISQUALIFICATIONS
The proposer shall state whether it or any of its officers or employees who have a proprietary interest in it, has ever
been disqualified,removed,or otherwise prevented from bidding on,or completing a federal,state,or local government
project because of the violation of law,a safety regulation,or for any other reason,including but not limited to financial
difficulties,project delays,or disputes regarding work or product quality,and if so to explain the circumstances.
1. Do you have any disqualification as described in the above paragraph to declare?
Yes_ No_
2. If Yes,explain the ciremns�ces.
Executed on at
I declare,under penalty of perjury of the laws of the State of California,that the foregoing is true and correct.
Signature of Authorized Proposer Representative
14
C--�-l�
PROPOSAL SUBMITTAL SUMMARY
The undersigned declares that she or he has carefully examined Specification No. 97-39
which is hereby made a part of this proposal; is thoroughly familiar with its contents; is
authorized to represent the proposing firm; and hereby agrees to perform the specified
work for the follow cost quoted in full:
PROPOSAL FOR MARKETING SERVICES
Achvicost
TOTAL -
Firm Name and Address
Contact Phone
Signature o Authorized Representadve
Date
B & G Promotions Barnett Cox & Associates Blue Sky Productions
197 S. 16"' Street 979 Osos Street, Suite F Post Office Box 1229
Grover Beach, CA 93433 San Luis Obispo, CA 93401 Paso Robles, CA 93447
Brown & Clarkson Advertising Camptoons Promotions, Inc. Catalyst Communication Arts
8437 Empresa Drive, Suite D 2241 Boulevard Del Campo
San Luis Obispo, CA 93401 San Luis Obispo, CA 93401
Conner Victoria Public Corporate Images Design Optional
Relations & Marketing 9550 Los Palos Road 774 Marsh Street
580 Cypress Street Atascadero, CA 93422 San Luis Obispo, CA 93401
Pismo Beach, CA 93449
Fine Lines Marketing Group Fit to Print Designs Genesport Marketing SLO
Post Office Box 21 4625 Jack Creek Road 200 Suburban Road
San Luis Obispo, CA 93406 Templeton, CA 93465 San Luis Obispo, CA 93401
Tom Harrington Image Design Graphics Imageworks
Post Office Box 333 3211 Broad Street 406 Spanish Moss Lane
Avila Beach, CA 93424 San Luis Obispo, CA 93401 Arroyo Grande, CA 93420
Innovate Advertising Kaden Design Kornreich Design Associates
521 Higuera Street 1941 Monterey Street 355 Sandercock Street
San Luis Obispo, CA 93401 San Luis Obispo, CA 93401 San Luis Obispo, CA 93401
MBW Advertising Design Norfleet Design Oneal Marketing Group
Post Office Box 4828 5365 Ensenada Avenue 645 Main Street
San Luis Obispo, CA 93406 Atascadero, CA 93422 Mono Bay, CA 93442
Pacific Rim Marketing Pandora & Co. Porter Design
Post Office Box 2825 350 Mitchell Drive 434 Islay Street
Atascadero, CA 93423 Los Osos, CA 93402 San Luis Obispo, CA 93401
Pierre Rademaker Design Ricard Communications Rob's House of Marketing
738 Higuera Street 735 Santa Ysabel 3580 Sacramento Drive
San Luis Obispo, CA 93401 Baywood Park, CA 93402 San Luis Obispo, CA 93401
Larry Roberts Design - Rocglo Promotions S.J. Francis & Associates
Communications Post Office Box 619 1137 Vista Lago
Post Office Box 2703 Arroyo Grande, CA 93421 San Luis Obispo, CA 93401
Atascadero, CA 93423
Solutions by Marilyn Mayor` '' 8tudio.:101 Suggs Lombardi'.Advertising
Post Office Box 1506 3450 Sacramento Drive 520 Higuera Street.
San Luis Obispo, CA.R3406 San Luis Obispo.; CA 93401 San Luis Obispo; CA 93401
Tom.Jones Advertising
3437 Empresa Drive
San Luis Obispo, CA 93401