EXHIBIT A
2023 SCOPE OF SERVICES
Consultant shall provide Lead Consultant project management services to City on its Engagement, Communications, and Fiscal Sustainability planning and efforts. • Review archival information pertaining to past collaborations. • Conduct audit of all recent City issues /media coverage in the public arena. • Review past and current City budget materials and planning. • Meet/engage with City staff and other assigned consultants. • Update the City on Best Practices currently being utilized in other cities for projects. • Through subcontractor FM3 Research, conduct citywide quantitative resident survey, analyze data results, and provide strategic recommendations.
• Develop strategic plan and timeline for calendar year 2023. • Draft initial Public Messaging Platform and Communications Toolkit. • Facilitate and continuously update a coordinated strategy and timeline for project. • Work with City staff and assigned consultants on methods to expand community awareness of policy, fiscal/service needs.
• Recommend to staff and assigned consultants methods of engaging/informing constituents in City communications vehicles and through stakeholder and qualitative community focus groups. • Add value to City FY 2023-2024 budget adoption process. • Provide Message Training to City staff.
• Recommend methods to expand informational outreach activities with community networks and organizations in the City, and advise City staff on effective methods, of engaging the public.
Consultant will update and refine concise, user-friendly community content. • Through subcontractor PDC, conduct up to three stakeholder or community qualitative focus groups, including up to three languages.
• Design and produce up to two informational mailings.
• Assess 2023 efforts, develop/refine 2024 project timeline and plan.
The parties expressly acknowledge and agree that legal services or advice are not within Consultant’s scope of services. All services will be performed via email, teleconference, or videoconference and no site visits will be requested of consultant. Consultant does not function as a spokesperson for the City. When producing direct mail products for the City, Consultant can produce and deliver to USPS upon a schedule mutually agreed upon by the parties but cannot be responsible for actual delivery once mail products are in the control and possession of the US Postal Service.
EXHIBIT B
SCHEDULE OF 2023 COMPENSATION RATES
Contract is Not to Exceed (NTE) One Hundred and Forty-Nine Thousand Dollars ($149,000) due and payable as follows:
a) For Lead Consulting Services, professional fees NTE Seventy-Two Thousand Dollars ($72,000) due and payable at a discounted (2022) rate of Six Thousand Dollars ($6,000) per month due and payable on the last business day of each month commencing January 30th and ending on December 31st, 2023 unless extended by the parties. If extended, it shall be at Consultant’s 2024 rates.
b) For Public Opinion Research services, NTE Thirty-seven Thousand Dollars ($37,000) for a resident survey of approximately twenty minutes, up to 400 respondents upon invoice by Consultant (oral interviews will be available in three languages); c) For Community/Stakeholder Facilitation Services and project meeting attendance, NTE Twenty Thousand Dollars ($20,000) to facilitate up to three qualitative focus group sessions upon invoice by Consultant at hourly rates between Two Hundred Dollars ($200) and Three Hundred Dollars ($300) for professional, upon invoice by Consultant. Expenditures for this line item will reflect hourly billing.
d) For Direct Mail Production, NTE Twenty Thousand Dollars ($20,000) for up to two citywide mailings inclusive of graphic design, printing, mailing and data costs.
Use of the City’s translation services for materials is presumed and should be budgeted for by City outside of this Agreement.