Indio City Council
December 7, 2022

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24-105 Canon Lens
Angler Softbox
Black Large Tripod
Black Magic Pocket Cinema
4K Camera
Black Sandbags
Brinno Portable Camera
Brinno Time Lapse Grip
C-Stand
Camvate Shoulder Stand
DJI Mavic 2 Drone
DJI Mavic 2 Controller
Feel World F6 Plus Monitor for
Canon Camera
Glide Gear Teleprompter
GVM Portable Lightpanel
Indi-Pro
Ipad
Litepanels Astra 6X LED Panel
Metal Light Stand
Orange Output Extender
Outlet Spliter
Portable Light Stand(s)
PowerDewise Lav Mic
Rode Wireless GO II
SD Cards
Smartphone Vlogging Kit
Tripod for Brinno Camera
50 VALUE-ADDED SERVICES
One of the things that differentiates CV Strategies from our competitors is that we maintain a fully staffed and equipped video department, which allows us to produce TVquality videos for our clients. We offer all aspects of video services, including concepting, script writing, interviews, field producing, drone shots, animation, voiceovers and editing.

This in-house approach allows us to closely control project quality and costs.

EQUIPMENT AVAILABLE:

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COMMUNICATIONS AND MARKETING SERVICES

REQUEST FOR PROPOSAL
PALM DESERT | SEATTLE | SOUTH FLORIDA
NOVEMBER 14, 2022

COVER LETTER 03
SECTION A - CONTACT / OFFICE LOCATION / VALIDITY STATEMENT 04 SECTION B - COMPANY BACKGROUND & OWNERSHIP 05
SECTION C - REFERENCES & CASE STUDIES 34
SECTION D -DISCLOSURE 39
SECTION E - WARRANTY/ GUARANTEE OF WORK PRODUCT 39
SECTION F - SUBCONTRACTING INFO 39
SECTION G -STATEMENT OF MINIMUM INSURANCE COVERAGE 39
PROCESS, SCOPE OF WORK & BUDGETS 40
PLANNING & CREATIVE WORK SAMPLES 44

TABLE OF CONTENTS

Attn: Scott Trujillo
Deputy City Manager
100 Civic Center Mall, Indio CA 92201
(760) 391-4014
[email protected]
November 14, 2022
Dear Scott Trujillo…
Cord Media Company is excited to participate in this Request for Proposal and looks forward to the prospect of working with The City of Indio on its marketing initiatives.

Our team is comprised of highly capable individuals with extensive experience in municipality, nonprofit and luxury brands. We are specialists who bring unique skill sets and big ideas to the table. With over 20 years of experience in media, the principals wanted to expand outside the world of TV, which led to the formation of Cord Media as a full-service marketing, advertising and media buying agency in 2007, now consisting of a staff of over 30 full-time employees.

Cord Media’s clients are located throughout the United States, representing various industries: resorts, home builders, nonprofits, municipals, retail and restaurants. This knowledge makes us the perfect partner for all your production and advertising needs.

When it comes to marketing, we are acutely aware of the never-ending need for brand awareness, promotion and publicity. So, what sets us apart from other agencies? Unlike most of our competitors, we are a full-service agency with everyone under one roof. Having an in-house team allows for constant communication between all departments every day.

We look forward to helping The City of Indio not only meet but exceed its marketing goals. Please feel free to contact us with any questions.

Respectfully,
Jonas Udcoff, CEO, Cord Media Company
(760) 834-8599 • [email protected]
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Jonas Udcoff
43645 Monterey Ave. Suite D
Palm Desert, CA 92260
[email protected]
(760) 612-3275 - cell
(760) 834-8599 - office
AGENCY MAIN OFFICE / LOCATION TO SERVICE PROJECT:

Cord Media Company
43645 Monterey Ave. Suite D
Palm Desert, CA 92260
VALIDITY STATEMENT:

CORD MEDIA shall hold all right, title, and interest in all original artwork, whether in draft, mock-up, concept or final development.

Specifically, but without limitation, CORD MEDIA shall hold all right, title, and interest in and to (1) all text, graphics or digital components of the proposal (the “Content”), (2) all layouts, logos, structures or arrangements or other components of any materials presented that comprise the proposal, (3) all literal and nonliteral expressions of ideas that operate, cause, create, direct, manipulate, access, or otherwise affect the content, and (4) all copyrights, patents, trade secrets, and other intellectual or industrial property rights in the proposal or any component or characteristic thereof.

The client shall not do anything that may infringe upon or in any way undermine CORD MEDIA’s right, title, and interest in the proposal. All information and pricing provided in the proposal is valid for at least ninety (90) days upon receipt.

SECTION A -

CONTACT / OFFICE LOCATION
& VALIDITY STATEMENT
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This proposal outlines our services and experience that together showcase why Cord Media is the perfect choice for your new marketing partner.

We are a financially stable agency that continues to reinvest back into our business through modern servers, software, and specialized team members. We have a diverse portfolio of clients that allows us to weather economic ups and downs, which means we stand with you when times are good and not as good, as showcased by the challenges of 2020.

HERE’S A FEW MORE REASONS TO MAKE CORD MEDIA
PART OF YOUR TEAM: • We represent and have relationships with a wide-range of businesses and those connections will become your
connections.
• We have a team of 30+ full-time staff whose ideas and talents will contribute to the future success of The City of Indio.
• We understand the importance of a brand, how to expand it, promote it, and protect it.
• You will receive a well-crafted, highly customized
marketing plan with outlined action steps and timeline in order to reach target markets and goals.
• To us, completing work on time and within budget is
equally as important as delivering top-notch marketing
communication plans and award-winning creative.
• From strategic planning and creative execution to public and media relations to social media… we’ve got you covered with one phone call.

CORD MEDIA IS THE PERFECT

MARKETING PARTNER FOR
THE CITY OF INDIO.
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ABOUT CORD MEDIA
Founded in Palm Desert, CA in 2007 by Jaci Fitzsimonds and Jonas Udcoff, Cord Media Company, LLC has grown exponentially to become a nationally recognized advertising and marketing agency specializing in delivering integrated marketing campaigns for clients across the U.S. Throughout our evolution, Cord Media has consistently attracted top talent from across the country to build formidable marketing teams. Our graphic designers, media buyers, video production team, web developers, copywriters, social media strategists and account executives bring unique skill sets and big ideas to the table.

The not-so-secret key to our success is also our greatest collective strength, which is best described with two phrases: “Full-Service” and “In-House.” Having all departments under one roof promotes creativity and streamline our process to minimize account maintenance costs, extend budgets, and generate results. With this large in-house team, carefully structured for a blend of strategy, creative development, implementation, reporting and organization, we have the bandwidth to offer high quality service, meet deadlines, and never run out of creative ideas.

Number of Years in Business: 15
Taxpayer Identification Number: 26-1604495

CORD MEDIA COMPANY
43645 Monterey Ave., Suite D
Palm Desert, CA 92260
(760) 834-8599
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MEET THE TEAM
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KATHERINE VILLEGAS RUIZ

DIRECTOR OF CLIENT SERVICES
As Director of Client Services, Katherine guarantees that all clients needs are always handled. Her experience includes directing account activities for Spotlight 29 Casino, Tortoise Rock Casino, Alta Verde Group, Muckleshoot Casino and Eisenhower Medical Center.

EXPERIENCE
Cord Media Company | 2011-Present
Oversees the overall agency performance. Ensures financial goal attainment, develops agency/client relationships, while coaching accounts team staff members. Acts as liaison for media representatives. Responsible for strategically driving partnerships between internal and external stakeholders to make sure Cord Media and its clients achieve mutual business and financial goals. Brainstorms with all departments to create advertising campaigns that meet the client’s brief and budget.

Proofs and presents marketing strategies and creative work to clients for approval and modification. Continually seeks out new business opportunities, participates in pitches with other senior team members. Leads training for new staff members on internal processes and policies, client communication, presentations and maintenance. Creates and implements procedures and systems for account executives team.

Furino Green Creative | 2009-2011 | Account Executive
Initiated partnerships with potential clients and served as direct liaison between client and agency. Other responsibilities included working with clients to develop campaigns that met their needs, as well as their budgets, generating cost proposals, and managing and ensuring all deadlines were met and campaigns ran successfully.

Scott Burch Design | 2008-2009 | Account Executive
Produced proposals, while assisting with account maintenance and print production estimates. Developed and drove new business opportunities through client seeking and calls.

Developed and delivered pitches to potential clients. Prepared creative proposals, briefs, research, outlines and reports for client.

EDUCATION
University of California, Santa Barbara, Santa Barbara, CA Bachelor of Arts - Communications
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JENNIFER BLAIR

ACCOUNT EXECUTIVE
Jen brings major market experience to the team. She has a keen knowledge of clients’ brands and their strategic positioning in the marketplace. No surprise, since her agency experience began with Ogilvy, introducing Seagram brands to Eastern Europe. She went on to handle major financial, telecom, and tech accounts at McCann and Omnicon in San Francisco. Then added lifestyle, venture capital companies, and Latin markets with Havas and Ideocore.

EXPERIENCE
Cord Media Company | 2017-Present
Account Executive
Direct advertising and strategy, brand development, media planning, production, financials, long-term strategic goals, and more for The Living Desert, PGA West, The Citrus Club, The Reserve Club, Thunderbird Country Club, The Residence Club, Focus 360, Fortem Financial, Fortem Loans, CAM Property Services, Omnia Pacific Construction, Stuft Pizza Bar & Grill, Bighorn Golf Club, Riverside County Fair and Date Festival.

Seanchie| 2003-2008 | Principal
Business planning, marketing, advertising, brand strategy to clients throughout Southern California, Produced Telly-award winning commercial for Victor Elizalde for Congress. Produced the 10th Anniversary Gala Event for Santa Barbara Opera Association’s premiere of Madame Butterfly at historic Lobero Theater. Developed brand strategy for Cooper Development.

Account Director for Ideocore, directing the account team for clients Blue Casa, Inogen, American Riviera Bank and Consilience Wines. Expanded West Coast office with the creation, structuring and training of the Account Services department.

Havas | 1998-2001 | Senior Account Supervisor
Supervised account teams and campaign management at Euro RSCG DSW Partners for Intel, Telocity, AskJeeves. Supervised the Intel digital account, launching the Pentium II and Pentium III processors, delivering one of the most successful online campaigns of the time. Managed the digital launch of Intel’s Celeron processor. Directed the website redesign and digital campaign launch of Telocity.com. Managed website launch of AskJeeves Corporate.

McCann Worldgroup | 1997-1998 | Management Supervisor
Directed client services and campaign management at Anderson & Lembke for Microsoft’s InteractiveMedia Group. Supervised brand launch programs for Money98, Encarta98, FlightSim98, Age ofEmpires, Monster Truck Madness, Outwars, Asheron’s Call, Expedia, CarPoint, The Zone, and Slate.

Media Vision | 1993-1995 | Marketing Manager
Managed the marketing of Reno & Memphis CD-ROM drives,
the revitalization of Media Visionmultimedia kits, and the reintroduction of ProAudio audio cards via consumer and channel markets.Launched a nationwide, in-store merchandising
program, “Demo Days,” increasing store presenceand gaining national recognition for all Media Vision brands: Pro Audio, Memphis, Reno, Critical Path,Quantum Gate, Forever Growing Garden, PlanIt Adrenaline, PlanIt Earth.

EDUCATION
California State University, Long Beach
Bachelor of Science - Marketing
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ADAM DUPLAY

VP/CHIEF CREATIVE OFFICER
Adam has created videos for national television and the advertising industry for almost a decade. He’s worked on everything from commercials, trailers, infomercials, website videos, and spot production for a diverse list of clients including KLS Resorts, the Palm Springs Bureau of Tourism, ESPN and American Express.

EXPERIENCE
Cord Media Company | 2013-Present
Responsible for all video production at Cord Media from commercial production to long form narrative and web videos.

Write, direct, shoot, edit and design motion graphics for all videos produced for a number of clients. Manage video production department along with various freelance employees.

Adam Duplay Productions | 2005-2013 | Commercial Director Founded and directed all aspects of Adam Duplay Productions including: budgeting, scripting, hiring talent, obtaining resources, organizing staff, production itself as well as post production, distribution and marketing.

KESQ Television | 2004-2005 | Television Editor
Handled the task of editing video clips and footage. Responsible for collecting, mixing and syncing clips to produce a show’s final copy. Coordinated with camera man, producers, and directors on the overall look of a show.

Callan Communications | 2003-2004 | Television Editor
Gathered and organized the required elements for editing film.

Added elements and sound finishers to television spots. Reviewed the contents of all programs and provided direction for changes and modifications.

Australia Universal Marketing | 2002-2003 | Television Editor Oversaw technical standards of video editing and processing.

Edited video and audio principles and techniques of motion graphics specific to scripts. Collect and digitize all video elements ensuring accuracy and availability.

Callan Communications | 2000-2002 | Television Editor
Gathered and organized the required elements for editing film.

Added elements and sound finishers to television spots. Reviewed the contents of all programs and provided direction for changes and modifications.

EDUCATION
Claremont McKenna College
Bachelor of Science in Mathematics & Philosophy
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KEVIN REUTER

CREATIVE DIRECTOR
Throughout his 25+ year design career, Kevin has focused his skills in the resort, hospitality and real estate marketplaces. As a brand strategy director and designer, Kevin truly enjoys seeing the results his work help drive a company’s market position, reputation and ultimately, its bottom line. He has recently broadened many of his traditional design skills into developing mediums such as interactive, environmental and online, while never losing sight of the brand essence.

EXPERIENCE
Cord Media | 2014-Present
Kevin is responsible for the complete brand strategy and development of many of Cord Media’s real estate and lifestyle clients. Tasks include collateral design, web interface, print and outdoor advertising. Additional client experience includes resort and residential masterplan marketing, municipal branding, hospitality, resort and urban residential development. Additional client work includes corporate and institutional wayfinding and sales office/presentation center merchandising.

Effective Design Studio, Seattle, WA | 2012 - 2014
Design Director
Responsibilities included commercial and residential real estate, lifestyle branding and marketing for clients such as Trump International Hotels, Hilton/Doubletree Hotels, Beacon Capitol, Benchmark Hospitality International.

Fusionpartners, Seattle, WA | 2002 - 2012
Partner/Design Director
Experience ranging from logo design, sign programs, sales office/ presentation center design, web interface to transit and print advertising. Projects included urban condominiums, masterplan developments and resort and destination developments. Worked directly with project architects, interior designers, marketing directors, landscape architects, printers, sign fabricators and large format display companies.

SGW Creative, Seattle, WA | 1999-2002 | Art Director
Specialized in home building industry-related clients. Developed and managed production of identity and branding programs, urban and corporate wayfinding systems, print, collateral and web projects. Projects included Milgard Windows, Orenco Station, TPC Snoqualmie Ridge, Reunion Golf & Country Club and McCormick Woods.

DPA Signs, Seattle, WA | 1995-1998
Environmental Graphic Designer
Designer for full-service display and signage company. Projects included grocery and retail wayfinding signage design, as well as entry monument and directional signage for retail and residential developments. Clients included Top Food & Drug, Haggan Foods, Briazz Cafe & Restaurants and Northgate Mall.

EDUCATION
New York Institute of Technology
Bachelor of Fine Arts in Graphic Design
State University of New York
Associate Program of Architecture
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DOUG BURR

DIRECTOR OF DIGITAL
Doug has extensive background in casino, hospitality,
and entertainment digital marketing and strategy. He has demonstrated success in social media management, listening, and analysis, with a proven track record in brand monitoring,surveying and customer engagement. He’s a well-rounded marketer with diverse experience and skill sets in online and traditional media.

EXPERIENCE
Cord Media | 2017-Present
Doug leads all digital strategies and solutions, and oversees website development at Cord Media. As a digital strategist, Doug handles pay-per-click, search engine optimization, and online targeting that is so specific it’s scary. Have you ever shopped for something online and then suddenly every ad you see is for that product? Doug does that! Reporting and analysis are his keys to delivering the right message at the right time to the right people, maximizing marketing dollars and ROI.

Fantasy Springs Resort Casino | 2010-2017
Internet Marketing Manager
Manages online presence across all social media sites. Develops all online strategy from concept to completion; including creation, copy writing, broadcasting, implementation and analysis.

Implemented surveying system to monitor guest experience.

Monitors all mentions and reviews of brand across the web.

Creates reports and manages responses. Manages email
marketing - both concept and creation as well as targeting and list management. Oversees website, mobile site, app solution, online social casino and online presence to ensure everything is up to date, accurate and in line with current marketing goals and messaging.

Kiner Communications | 2006-2010
Account Executive/Online Marketing Specialist
Assist with the development of marketing campaigns (Print, Radio, TV, etc.). In charge of online pay-per-click advertising and web optimization services. Conducts in-depth analytics to provide analysis of page views, conversions and ROI for online campaigns and email broadcasts. Principal strategic researcher for new online marketing opportunities. Writes copy for PR related materials, radio and television scripts, print advertisements, websites andnewsletters(print and electronic). Participates in strategic planning for new product/service launches; serving as online marketing/emailmarketingexpert. Assist with management of day-to-day production of marketing materials. Maintains budgetary spreadsheets and creates budget analysis reports.

Interacts closely with senior account executives, artists, clients, and vendors. Ensures marketing materials appeal to target market and match client’s message.

EDUCATION
University of California San Diego - La Jolla, CA
Communications, Interdisciplinary Computing and Arts
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MICHAEL FELCI

CREATIVE DIRECTOR COPYWRITER
The power of the written word is more potent than ever. It can paint a picture, tell a story and evoke an emotional response.

But to be effective it has to be in the right voice, striking the appropriate tone, and speaking directly to the desired audience.

Michael leads a department of talented scribes who ensure that all written content produced by Cord Media is of the highest caliber – from scripts and stories to social media posts and traditional marketing pieces.

EXPERIENCE
Cord Media | 2021-Present
Leads and develops a team content creators for multiple platforms and channels while overseeing social media management and public relations for a variety of clients.

Fantasy Springs Resort Casino | Director of Communications July 2020 – Aug 2021
Responsible for crisis communications, internal Human Resources communications, all outbound communications for the Cabazon Band of Mission Indians, and media relations and appearances.

Fantasy Springs Resort Casino | Public Relations Manager April 2019 – July 2020
Responsible for the promotion of all concerts, attractions and events on property, media relations and interviews, advertising creative and management of social media channels.

Cord Media Company | Public Relations Manager
Dec 2014 – April 2019
Oversaw public relations efforts for a variety of clients, responsible for media relations, crisis communication training and press monitoring. Secured media coverage for a variety of clients via thoughtful and engaging PR efforts.

The Desert Sun | 2002-2014
Lifestyle & Entertainment Editor
Weekend/Desert Post Weekly Editor
Copy Editor/Columnist
Oversaw several weekly publications and managed a team of writers focused on arts & entertainment coverage. Planned, edited and executed two independent weeklies focused on the local arts scene. Wrote a weekly live entertainment column and helped edit the daily Sports section on deadline.

EDUCATION
UC Santa Barbara
Bachelor’s in Communications
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STEPHANIE STREIFF-PROCESS

DATABASE ANALYST
The proof is in the numbers and Stephanie is the ultimate data detailer. She has over 20 years experience in relational database management, direct marketing, and business intelligence for casinos. Stephanie is well-versed in loyalty marketing initiatives and analyzing trends to optimize budgets for maximum impact.

Lucky for you, she is driven and thrives on increasing profitability for clients.

EXPERIENCE
Cord Media | 2021-Present
Provides both administrative and creative support to the Director of Digital. Helps handle project activities, compiles data, assembles reports, assists in project completion, and performs various tasks as assigned. Responsible for organizing project details and coordinating scheduling to ensure Client satisfaction and project completion. Assists with collecting data on traffic, rankings, and other aspects for digital marketing, websites, and social media channels. Conducts market research and provides ideas, budgets, and estimates. Prepares ongoing reports, ad hoc reports, assists with billing. Verifies production and creative specs for ads, UTMs, and tracking across multiple online mediums.

Participates in and documents discussions during Client meetings and conference calls. Facilitates workflow by coordinating or gathering background information and/or resources needed to complete jobs. Perform ongoing quality assurance audits of marketing programs to ensure maximum program value.

Liaise with internal and external audiences by helping to manage related requests, issues, communications, and stakeholder expectations in accordance with team objectives.

Agua Caliente Casino | 2021
Director of Casino Marketing Operations
Oversaw all on-site marketing activities. Collaborated with executive management to develop improved inter-departmental and organizational communication strategies. Developed and executed promotional, direct marketing, entertainment, and advertising strategies focused on the Palm Springs property to maximize ROI and increase revenues.

Spotlight 29 Casino & Tortoise Rock Casino | 2013-2021
Database Marketing Manager
Acted as Interim Director of Marketing from November 2019 to May 2020. Developed and implemented targeted direct and multichannel marketing programs, campaigns, and initiatives across multiple marketing channels while establishing and providing analytics to measure the effectiveness of each program’s revenue or profitability generation based on increases in actual revenue, guest acquisition, and visitations, guest loyalty, or ROI.

Generate weekly, monthly, and ad hoc player offers and
subsequent resulting reports based on strategic player
reinvestment percentages across multiple gaming locations, demographics, and business channels.

Potawatomi Bingo Casino | 2000-2011 | Milwaukee, WI
Direct Marketing Manager: 3/2007–8/2011
Database Specialist: 1/2004–3/2007
Table Games Floor Supervisor: 1/2002–1/2004
Table Games Dealer 2/2000–1/2002

EDUCATION
University of Wisconsin-Oshkosh / Oshkosh, WI
Bachelor of Arts, Speech Communication, Organizational
Communications Minor
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Media Director
Elizabeth Edwards
Controller
Vicky Salazar
Oce Manager
Karina Gonzalez
Administrative Assistant
Christina Miller
Media Assistant
Carla Leite
Assistant
Jonas Udco
CEO
Jaci Fitzsimonds
President
Katherine Villegas Ruiz
Director of Client Services
Erik Heckert
After Eects Artist
Joseph Arzuaga
Videographer
Joe Petrilla
Commercial Director
Jennifer Blair
Account Executive
Jennifer Weng Duong
Account Executive
Diana Alvarez
Account Executive
Natalie Alvarez
Account Coordinator
Elizabeth Gonzalez
Event Coordinator
Sonia Parra
Account Executive
Joselyn Lopez
Account Coordinator
Kerry Toribio
Event Manager
Kevin Reuter
Creative Director
Kathryn Barta
Production Manager
Bernardo Amavizca
Assoc. Creative Director
Jose Mendoza
Jr. Art Director
Shanah Chomsinsub
Assoc. Creative Director
Michael Felci
Director of PR & Social Media
Lisa Herman
Public Relations Writer
Harrison Bluto
Content Creator
Jocelyn Meza
Social Media Strategist
Juan Sierra
Senior Art Director
Chris Bergstrom
Web Developer
Doug Burr
Director of Digital
Stephanie Strei-Process
Database Analyst
Adam Duplay
VP/Chief Creative Ocer
Amourette Chuzel
Graphic Designer

COMPANY ORGANIZATION CHART
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Oak View Group
The American Express PGA Tour Event
Humana Challenge PGA Tour Event
CareerBuilder PGA Tour Event
Desert Classic Challenge
BNP Paribas Open
Palm Springs International
Film Festival
Riverside County Fair
& National Date Festival
Fashion Week El Paseo
The Warburton
(A division of St. Jude Children’s Hospital)

RESORTS/GOLF

PGA WEST
The Citrus Club

BIGHORN
The Reserve
Tamarisk Country Club
The Vintage Club
Thunderbird Country Club
Ironwood Country Club
La Quinta Resort
Bermuda Dunes Country Club
KSL Resorts
Griffin Ranch
Stone Eagle Golf Club
Thirteen Palms Resort
The Springs
Celebrity Greens

GOVERNMENT
Port of Vancouver, WA
Port of Everett, WA
City of Palm Desert
City of Indio
East Valley Coalition
Coachella Valley Association
of Governments

CASINOS
Muckleshoot Casino
Tachi Palace Casino Resort
Boot Hill Casino
Soboba Casino Resort

HOME BUILDERS
Lennar Homes
DR Horton
Alta Verde Group
Family Development
California West Communities
Ridgeback Partners
GHA Communities
Trailside Homes

NON-PROFIT ORGANIZATIONS
The Living Desert Zoo and Gardens
Desert Cancer Foundation
Boys & Girls Club of Palm Springs
Angel View
Children’s Discovery Museum
St. Jude Children’s Research
Hospital
Palm Springs Art Museum

BIGHORN BAM
Martha’s Village & Kitchen

LIFESTYLE
Leeds & Son Fine Jewelers
El Paseo Jewelers
Desert Vein & Vascular
Cosmetic Surgery Institute
Teserra Outdoors
Empire Vein Specialists

LUXURY AUTOMOTIVE
Ferrari Silicon Valley
Porsche Marin
Volkswagen Marin
Audi Marin
Jaguar Land Rover Riverside
Rolls Royce Rancho Mirage
Bentley Rancho Mirage
McLaren Rancho Mirage
Lamborghini Rancho Mirage
Aston Martin Rancho Mirage
Jaguar Land Rover Rancho Mirage
Audi Rancho Mirage
Porsche Palm Springs
BMW of Palm Springs
Porsche St. Louis
Ferrari St. Louis
Porsche North Houston
Rolls Royce North Houston
Lamborghini Houston
McLaren Houston

RESTAURANTS
Stuft Pizza Bar & Grill
Copley’s
Kaiser Restaurant Group
Fresh Juice Bar
Spencer’s Restaurant
Kuro at Seminole Hard Rock

OUR CLIENTS
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FULL-SERVICE
IN-HOUSE:

Branding
Graphic Design
Digital Content Production
Television & Radio Production
Web Design & Management
Public Relations
Copywriting
Traditional Media Buying
Digital Media Buying
Social Media
Event Management
OUTSOURCE:

Still Photography
Direct Mail – Printing & Mailing
IN THE END, IT’S NOT JUST

ABOUT BEING IN THE SAME
BUILDING – IT’S ABOUT
BEING ON THE SAME PAGE.

CORD MEDIA’S FULL-SERVICE,

IN-HOUSE TEAM DELIVERS

SUPERIOR RESULTS FROM

CONCEPTION TO FRUITION
AND BEYOND.
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FIRST-HAND EXPERIENCE CREATING EXCITING

BRAND MATERIALS FROM THE CONCEPTUAL
STAGE THROUGH FINAL PRODUCTIONS. ART

IS SUBJECTIVE, BUT THE EXECUTION OF A

MARKETING CAMPAIGN, BOTH INTERNAL AND
EXTERNAL, REMAINS CONSISTENT.

It all begins with research and
development of campaign profiles. It
is important for us to understand your
objectives – whether it’s a large brand
campaign or an event promotion, we
won’t stop until we get your “vibe”
right. After the concepts are approved,
we then build out the rest of the
assets that will be needed for your
organization.
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Approve the three-year Professional Services Agreement with CV Strategie... Page 620 of 764 We start by listening, and understanding your goals to develop a clear vision of where your image needs to be. Then we research the market and develop your unique storyline. Here is where the fun begins. Our creative team starts writing, and your scripts and storyboards start flying! Cord Media has its own in-house video production team, who cast, write, light, shoot, produce, and edit all types of video projects. • Broadcast Commercials • Brand & Trade Videos • Web Videos • Video Loops • Social Media Content • 3D Renderings VIDEO: WE ARE MASTER

STORYTELLERS WHO

CREATE VISUAL

NARRATIVES TO SPARK

INTEREST IN YOUR

BRAND AND DELIVER
RESULTS.

TO SEE A LIBRARY OF VIDEO WORK VISIT US AT:
vimeo.com/cordmediacompany
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Approve the three-year Professional Services Agreement with CV Strategie... Page 621 of 764 WEB DESIGN, DEVELOPMENT & MAINTENANCE • Purchase & Manage Domains • Front-End Web Development • Maintain & Update Existing Websites • Create Dynamic Content, Including Contact Forms and Integrate Existing Services
• Data Capture • Search Engine Optimization
FULLY-MANAGED HOSTING • No Limit on Traffic • No Limit on Bandwidth • Added Server Security • 24/7 Support • Automated Backups of Database and Website Files • 99% Uptime Guarantee ONLINE:ALL OF CORD MEDIA’S

SERVICES ARE UNDER ONE ROOF,

WHICH ALLOWS BRAND CONTINUITY
TO YOUR DIGITAL PLATFORM.

OUR EXPERIENCED WEB

TEAM DESIGNS AND DEVELOPS

MODERN, FUNCTIONAL WEBSITES

THAT EXCEED CLIENT EXPECTATIONS,
AND MAXIMIZE USER ENGAGEMENT.
21Page 106 of 231 AGENDA ITEM #13.13
Approve the three-year Professional Services Agreement with CV Strategie... Page 622 of 764

UI DESIGN
User interface design is the graphical layout of an application. When building websites, web based and interactive tools, we apply practical design techniques that combine consumer and product knowledge that results in simple, efficient and effective conversion funnels.

Be it a landing page or interactive topotable
with lead capture, research into our clients and
their customers gives us the insights into what
products, features and information should be
highlighted in order to drive a conversion, tell
a story, or increase loyalty. Whether via survey,
analytics analysis, or staying on top of new
trends and best practices, Cord Media builds
functional websites and online applications
that work across every platform. Most
importantly, they are designed for the needs of
the user... And they happen to look great too. • Responsive Websites • Microsites/Landing Pages • Web Based Games • Consumer Portals/ Log In • Touch Screen Menus • Interactive Signs • Interactive Topo Tables 22Page 107 of 231 AGENDA ITEM #13.13
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DIGITAL MARKETING
Technology is constantly changing. Habits continually shift. Information continues to grow. We know that we need to have a deep understanding of who, what, where, why and how your customers’ needs continue to change. Our digital team works every day on ongoing oversight and analysis. The most important aspect of it all is weaving through everything to determine what works best for your goals and objectives.

While the ever-evolving digital landscape can seem overwhelming, we find that breaking it down in the following way can make it more digestible for clients and more importantly, give them the greatest results.

MEASUREMENT
In addition to impressions, click through rate and website stats, we plan on measuring social growth, followers, shares, mentions and tags to correlate with marketing efforts in targeted markets.

SERVICES • Outline Goals • Establish Customers and Target Audience • Analyze Competitors • Discover Opportunities • Create the Best Solution Given All Previous Factors • Evaluate Results. Reassess. • Optimize • Search Engine Optimization (SEO) • Pay-Per-Click (PPC) • Social Media Advertising • Google AdWords• Retargeting • Desktop & Mobile Display • Geo-Fencing 23Page 108 of 231 AGENDA ITEM #13.13
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SEARCH ENGINE OPTIMIZATION
Cord Media knows the power SEO can
have on both your website and your
organization. When strategizing, we
begin by researching, assessing and
analyzing your current website and
search opportunities. We continue
the research phase by examining
your competitors and seeking out key
differentiators. We then develop a
plan for your overall SEO strategy to
maximize your online exposure, based
on your goals.
24Page 109 of 231 AGENDA ITEM #13.13
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ENGAGEMENT TRACKING
CORD DASH.COM
Cord Media has created an online digital analytics
platform to monitor all of your marketing campaigns
in one, easy-to-use interface. The result is a single
place for all your marketing data to live. No more
logging into dozens of separate reporting tools for
an overview or an update. Connect to all the digital
services you use for everything - website analytics,
Google ads, Bing ads, SEO monitoring tools, paid
search, display advertisings, programmatic ads,
native ads, video, reviews, phone calls, eBlasts, leads, reputation management, webmaster tools, Salesforce,
and many others. The possibilities are endless for
what you can monitor through Cord Dash!
NEWClientDisplayServicesDashboard_CombinedperiodsforBootHillCasino FromMar01,2021toMar31,2021
CreatedOnApr14,2021
PAGE3
SEM/PPC-PerformanceKPIsvs.PriorPeriod

32.67K

41.37K
21%
Impressions


2.96K

2.48K
20%
Clicks


9.07%

5.99%
51%
CTR

SEM/PPC-PerformanceKPIsvs.PriorYear

32.67K

14.75K
121%
Impressions


2.96K

1.23K
141%
Clicks


9.07%

8.33%
9%
CTR

SEM/PPC-ConversionFunnel
Clicks:2,963
Impressions:32,668
SEM/PPC-PerformanceTrend
Apr 2020
May 2020
Jun 2020
Jul 2020
Aug 2020
Sep 2020
Oct 2020
Nov 2020
Dec 2020
Jan 2021
Feb 2021
Mar 2021
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SEM/PPC-Top10PerformingAdGroups
25Page 110 of 231 AGENDA ITEM #13.13
Approve the three-year Professional Services Agreement with CV Strategie... Page 626 of 764 WE OFFER THE FOLLOWING PR SERVICES: • PR Plans/Strategy Development • Story Outreach/Pitching • Press Releases • Media Alerts • Media Appearances • FAM Tours • Press Kit Creation • Community Event Calendar Listings • Media List Development • Media Relations • Media Training • Crisis Communications PUBLIC RELATIONS: IT’S OFTEN

REFERRED TO AS EARNED
MEDIA AND IT’S CALLED THAT
FOR A REASON. THIS ISN’T

MEDIA YOU CAN BUY AND
PLACE… YOU HAVE TO EARN
IT — THROUGH HAVING A GOOD

STORY TO TELL, KNOWING

WHEN TO TELL IT, AND MOST

IMPORTANTLY, KNOWING WHO
TO TELL IT TO.

Public relations will foster a trusting relationship with your audience and allow customers to view your brand within
the framework we establish. Your story will be carefully curated to shine through in print and online articles, radio appearances, social media and everything in between.

Through evolving software and our own research, we’re able to compile coverage reports that access the media value of every PR placement. This analysis is completed once a month, or as often as needed.
26Page 111 of 231 AGENDA ITEM #13.13
Approve the three-year Professional Services Agreement with CV Strategie... Page 627 of 764 SOCIAL MEDIA ACTIVITIES • Analyzing the competitive landscape • Developing target audiences • Identifying opportunities for increased engagement and reach
ORGANIC • Content Creation: Plan editorial calendar,
develop content, submit for approval
• Post content consistently • Share content from appropriate pages • Engagement & Monitoring: Following/Friend the people in your target markets/media; respond to
questions, and comments
• Create event pages for Facebook when
appropriate
• Invite network of friends and followers • Reporting: Monthly analytics report PAID
Recommendations include a monthly budget
for campaigns to target specific demographics:
location, interests, etc. • Boosted Posts Facebook and Instagram • Facebook Page-Like Campaigns • Facebook Web-Clicks Campaigns SOCIAL NETWORKING: IT’S AN
INTEGRAL PART OF TODAY’S

MARKETING EFFORTS AND A

KEY TACTIC IN HIGHLIGHTING

YOUR BRAND AND EXPANDING
BUSINESS. WE’LL DEVELOP AND

CONDUCT EFFECTIVE SOCIAL

MEDIA CAMPAIGNS AND CREATE

AWARENESS AND EXCITEMENT
ABOUT THE CITY OF INDIO.
27Page 112 of 231 AGENDA ITEM #13.13
Approve the three-year Professional Services Agreement with CV Strategie... Page 628 of 764 As Cord Media has strong media relationships with media outlets throughout the nation, we are prepared to present proposed schedules for media buys, based on current ratings or circulation information, within five days of being requested to do so.

Moreover, our media team is always in contact with media outlets to keep new and unique opportunities in our consideration.

RESEARCH
The objective of media buying isn’t necessarily reaching the most people, it’s about engaging and motivating the right people. Cord Media analyzes lifestyles and media habits in order to offer more informed and innovative strategies to our clients.

PLANNING MEDIA
Creating an effective media plan involves crafting a fresh, innovative approach based on our research. We anticipate needs, create new opportunities and recommend advertising vehicles and unique combinations that go beyond the predictable media plan.

We start with an open mind. We identify target audiences, set message delivery goals, evaluate seasonality, consider the media environment in relation to messages delivered, and weigh cost efficiencies to develop inventive media planning strategies.

Ultimately, we deliver a plan that utilizes the most effective media, in the right mix, at the right time, within budget.

MEDIA PLANNING: WE WORK

CLOSELY WITH CLIENTS TO

BUILD SOPHISTICATED MEDIA
STRATEGIES. BY LEADING, OR

ACTIVELY PARTICIPATING IN,

THE STRATEGIC PLANNING

PROCESS, WE ARE ABLE

TO DEVELOP INTEGRATED

MEDIA PLANS THAT BREAK

THROUGH THE INCREASINGLY
CLUTTERED MARKETPLACE.
28Page 113 of 231 AGENDA ITEM #13.13
Approve the three-year Professional Services Agreement with CV Strategie... Page 629 of 764 MEDIA PLANNING (CONT.)

BUYING MEDIA
Successful implementation of media strategies is the core of effective media buying. We negotiate effectively for valueenhancing opportunities and promotions that stretch media exposure for our clients. • Television • Radio • Print • Outdoor • Direct Mail • Social • OTT • Pay-Per-Click • Digital Display • Addressable Targeting

MEDIA RECONCILIATION
No one does a more detailed complete campaign media
buy reconciliation than Cord Media. We electronically and manually pour over thousands of media outlet post-run
proof-of-performance reports to hold media outlets fully accountable for any credits due for missed spots, late runs or traffic errors. Not surprisingly, 99% of our media schedules run as ordered, because they know Cord Media is meticulous in watching schedules.
29Page 114 of 231 AGENDA ITEM #13.13
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STATUS KEY PRIORITY KEY
In Production Low
With Client for Approval Medium
Video CTA Needed High
Approved
NAME JOB NUMBER STATUS NOTES CTA: VIDEO CTA: FOR MORE INFO BLAST DATE PRIORITY TOTAL LIST SENT TO OPEN RATE CTR Uploaded to 3Birds
Deployed
BMW: August SERVICE Special 20BMWP050 Deployed VIDEO: NO N/A https://www.bmwpalmsprings.com/ScheduleService.html?utm_source=3bird&utm_medium=e mail&utm_campaign=BMW%20PS%20Service&
utm_term=Summer%20service%20offers&utm_co
ntent=August%202020
8/21 Medium 2,323 60.56% 2.92%
BMW: indoGO Direct w/ Video 20BMWP034 Deployed VIDEO: YES https://direct.bmwpalmsprings.com/how_it_works https://direct.bmwpalmsprings.com/ 8/26 Medium 6,235 33.73% 3.97% September LEASE Special 20BMWP053 Deployed
Suggested Subject Line: Final
Days of The Summer On Sales
Event
https://www.bmwpalmsprings.com/BMWSummer-On-Deals-2020.htmlhttps://www.bmwpalmsprings.com/manufact urer-incentives.aspx#All&ModelAll
9/24 Medium 5,805 33.51% 5.84%
Porsche: indoGO Direct w/ Video 20PORM046 Uploaded to 3Birds VIDEO: YES https://direct.porschepalmsprings.com/how_it_wor ks
https://direct.porschepalmsprings.com/?_ga=2.598
88356.873040251.1597095399- 8/26 Medium 2,909 44.44% 6.69% Porsch Classic w/ Video 20PORM062 Approved
indiGO Direct w/ Video 20PORM073 Deployed 10/28 Medium 6,645 54.07% 13.59% Macan & Lease Special w/ Video 20PORM072 Deployed 10/26 Medium 3,313 45.50% 9.83%

BLAST INFORMATION

BMW OF PALM SPRINGS

PORSCHE PALM SPRINGS

BMW COMPLETED

PORSCHE COMPLETED
indiGO Auto Group Email Marketing
REGION: PALM SPRINGS

CREATIVE APPROVAL

DATABASE AND EMAIL MANAGEMENT
Cord Media will manage email through any CRM the Arena
currently uses. We currently work with various clients on SalesForce, Pardot, Bravo, Pharaoh or even Mail Chimp.

We have the ability to build audiences based on what our client’s customers want to see. Cord Media will write, design, code, deploy and analyze email campaigns.
30Page 115 of 231 AGENDA ITEM #13.13
Approve the three-year Professional Services Agreement with CV Strategie... Page 631 of 764 Through a detailed research process, we develop a clear understanding of our client’s business goals, objectives, and budget for the event. We then turn this vision
and messaging into a creative, formal plan complete
with timeline and costs. Then comes the fun part…
implementation and execution.

Whether we are stuffing swag bags and registering guests, to coordinating caterers, entertainment, and décor, Cord Media staff has it covered –– with plenty of experience for a plan B should something unexpected happen!
The team at Cord Media has worked with some of the most successful brands, as well as participated in launches for numerous products that have generated millions in sales revenue. • Philanthropic Events • Grand Openings • Concerts • Conferences • Team Building • Incentive Trips • Product Launches EVENT PLANNIING: FROM

UNIQUE INVITES TO HIP AND
EXQUISITE DÉCOR, AND FUN

MEMORIES MADE IN BETWEEN,
CORD MEDIA’S EVENT

PLANNING AND EXECUTION
SKILLS ARE SECOND TO NONE.

LARGE OR INTIMATE, WE

HANDLE EVERYTHING FROM

BEGINNING TO END AND

ENSURE THE EVENT IS ONE
TO REMEMBER.
31Page 116 of 231 AGENDA ITEM #13.13
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ACCOUNT & PROJECT MANAGEMENT
Our account executive (AE) team is headed up by the
director of client services, with each AE having the
assistance of a dedicated coordinator to help with
administrative tasks and internal workflow. Clients are also provided with reports on an on-going basis to
track job flow and budgets: • Weekly Status Reports • Weekly/Monthly Hour Recaps • Critical Paths • Monthly/Quarterly Budget Sheets Cord Media utilizes an online project management
application, Trello, allowing team members working
on a specific client to be in the loop on all aspects of that account. A board is created for each client and is comprised of lists and cards that reflect the current
information and status of the project. Team members
assigned to each client are able to communicate via
the board, and can access Trello from anywhere.

Cord Media’s production manager makes sure that all
projects are being completed in a timely manner and
acts as an extra set of eyes for quality control.
32Page 117 of 231 AGENDA ITEM #13.13
Approve the three-year Professional Services Agreement with CV Strategie... Page 633 of 764 AWARDS
155+ Addy Awards
25+ Best in
Catagory
5 Best in Catagory
4 Judges Awards
3 Best in Show
35+ Communicator Awards
20+ Telly Awards
50+ Davey Awards
33Page 118 of 231 AGENDA ITEM #13.13
Approve the three-year Professional Services Agreement with CV Strategie... Page 634 of 764 SECTION C: REFERENCES & CASE STUDIES

SOBOBA CASINO
Contact: Martin Moore
Chief Marketing Officer
Phone: (951) 665-1000 ext.1309
Mobile: (951) 282-4318
Email: [email protected]
Project Manager:

Katherine Villegas Ruiz,
Director of Client Services
Cord Media Staff:

Adam Duplay, VP/Chief Creative Officer
Doug Burr, Director of Digital
Otis Ortega, Media Director
Bernardo Amavizca, Sr. Art Director
Client: 2021-Present

DESERT VEIN & VASCULAR INSTITUTE /

EMPIRE VEIN SPECIALISTS
Dr. Makku Sivia, Principal
Phone: (760) 568-3461
Mobile: (315) 664-0252
Email: [email protected]
Project Manager:

Katherine Villegas Ruiz,
Director of Client Services
Cord Media Staff:

Adam Duplay, VP/Chief Creative Officer
Sonia Parra, Account Executive
Kevin Reuter, Creative Director
Doug Burr, Director of Digital
Otis Ortega, Media Director
Michael Felci, Creative Director Copywriter
Client: 2016-Present

INDIGO AUTO GROUP
Contact: Kelly Wolf
Chief Executive Officer
Phone: (83) 440-7502
Mobile: (713) 962-1308
Email: [email protected]
Project Manager:

Diana Alvarez, Account Executive
Cord Media Staff:

Jonas Udcoff, CEO
Adam Duplay, VP/Chief Creative Officer
Doug Burr, Director of Digital
Otis Ortega, Media Director
Shanah Chomsinsub, Sr. Art Director
Michael Felci, Creative Director Copywriter
Kerry Toribio, Events Manager
Client: 2020-Present
REFERENCES:
35Page 120 of 231 AGENDA ITEM #13.13
Approve the three-year Professional Services Agreement with CV Strategie... Page 636 of 764 CASE STUDY: SOBOBA CASINO

OVERVIEW
Owned and operated by the Soboba Band of Luiseño Indians, Soboba Casino Resort sits on over 200 acres near San Jacinto, CA with more than 2000 slot machines, seven restaurants, PGA-rated golf course and 200 room resort hotel.

Soboba retained Cord Media as Agency of Record and tasked us with developing new creative, a branded advertising campaign and a comprehensive marketing plan to guide traditional and digital media buying.

SOLUTION
After a previous media buying agency had significantly underperformed, Soboba was looking for immediate, radical improvement in their media buying strategies. Within 30 days, Cord Media developed a new media plan for the casino that was based on the existing budget to ensure a quick and easy transfer.

Analysis of their target market, combined with our understanding of best practices, led to a combination of new tactics based on complex layers of demographic and geographic targeting, and new creative messaging. The results were immediate.

Having to overcome hurdles in their previous reporting, building an accurate attribution model was challenging. As an indicator of advertising effectiveness, we analyzed search volume for their brand name, which was up 46% in the first 30 days, and interaction with their Google map listing, including clicks to call and directions, which was up by 210,000 total views compared to the previous month. Clicks to their website were up 45% in the first 30 days as well.

A new, branded advertising campaign is currently in development that is expected to further improve these traffic numbers when launched in Q4 2021.

GMBforSoboba
FromJun01,2021-Jun30,2021
toJul01,2021-Jul31,2021
CreatedOnAug13,2021
SECTION1-PAGE1

GMBDirectSearches&ViewsOnGoogleSearch 8
.43K

5.80K
45%
ClickstoWebsite


25.86K

22.95K
13%
ClickstoDrivingDirections


3.95K

3.05K
30%
ClickstoPhoneNumber

213.00K
145.55K
46%
DirectSearches


GMBEngagment
Jul 2020
Aug 2020
Sep 2020
Oct2020
Nov 2020
Dec 2020
Jan 2021
Feb 2021
Mar 2021
Apr 2021
May 2021
Jun 2021
Jul 2021
0 100k
200k
300k
400k
Categorical Searches
0 50k
100k
150k
200k
250k
Direct Searches
0 200k
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600k
Total Searches
0 50k
100k
150k
200k
Views on Google Search
0 200k
400k
600k
800k
Views on Google Maps
CategoricalSearchesDirectSearchesTotalSearchesViewsonGoogleSearchViewsonGoogleMaps GMBforSoboba
FromJun01,2021-Jun30,2021
toJul01,2021-Jul31,2021
CreatedOnAug13,2021
SECTION1-PAGE2

GMBDirectSearches&ViewsOnGoogleSearch
Jul 2020
Aug 2020
Sep 2020
Oct2020
Nov 2020
Dec 2020
Jan 2021
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Apr 2021
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Jul 2021
0 2k
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Clicks to Driving Directions
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05 0k
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Direct Searches
ClickstoWebsiteClickstoDrivingDirectionsClickstoPhoneNumberDirectSearches 
GMBEngagment
May 09 2021
May 16 2021
May 23 2021
May 30 2021
Jun 06 2021
Jun 13 2021
Jun 20 2021
Jun 27 2021
Jul 04 2021
Jul 11 2021
Jul 18 2021
Jul 25 2021
Aug 01 2021
Aug 08 2021
0 20k
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60k
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Direct Searches
0 500
1k

1.5k
Clicks to Phone Number
0 500
1k

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Clicks to Website
DirectSearchesClickstoPhoneNumberClickstoWebsite
36Page 121 of 231 AGENDA ITEM #13.13
Approve the three-year Professional Services Agreement with CV Strategie... Page 637 of 764 CASE STUDY: THE LIVING DESERT

OVERVIEW
The Living Desert Zoo and Gardens is a nonprofit, accredited member of the Association of Zoos and Aquariums, ensuring the highest standards of all aspects of animal care, education, conservation, public service, and operations. The Zoo is active in conservation research, habitat protection, breeding programs and education initiatives around the world, as well as in its own community. The Zoo has been a top attraction in the Palm Springs area for more than 50 years.

Cord Media has been The Living Desert’s agency of record since 2013.

Throughout the years we have successfully created and executed numerous creative campaigns and marketing initiatives, acting as an extension of their in-house marketing department. Yet, how do you keep things fresh? How do you keep the momentum going, especially during these times of COVID?

SOLUTION
The key to our success has been a stable internal team working day in and day out on the account – to ensure brand and messaging consistency. We have also been able to identify key strategy points to focus on: - Build On Your Success - Attract More Regional Visitors To date, we have helped The Living Desert increase park attendance yearover-year.

COVID begins campaign #1
campaign #2
Traffic to The Living Desert website from the LA DMA over the last 3 years 37Page 122 of 231 AGENDA ITEM #13.13 Approve the three-year Professional Services Agreement with CV Strategie... Page 638 of 764 CASE STUDY: INDIGO AUTO GROUP

OVERVIEW
indiGO Auto Group is the destination for everyone who shares a passion for automobiles, providing unique access to brands we dream to drive, with experiences, insights, and connections for fellow enthusiasts that inspire and reward owners.
indiGO Auto Group represents nineteen franchised dealerships in seven United States markets, including Houston, Texas and St. Louis, Missouri plus Palm Springs, Rancho Mirage, Riverside, Mill Valley, San Rafael, and Silicon Valley, California. Dealership destinations include Porsche North Houston, Lamborghini Houston, McLaren Houston, Rolls-Royce Motor Cars North Houston, Porsche St. Louis, indiGO Classic Cars, Jaguar Riverside, Porsche Marin, Audi Marin, Volkswagen Marin, Ferrari Silicon Valley, BMW of Palm Springs, Porsche Palm Springs, as well as Bentley, Rolls-Royce Motor Cars, Aston Martin, McLaren, Lamborghini, Jaguar, Land Rover and Audi of Rancho Mirage.

Cord Media was retained by indiGO Auto Group as an extension of their in-house marketing department and works directly with each dealership location to manage their individual marketing & co-op budgets, events, grand openings and creative executions within each automotive brands’ standards.

SOLUTION
indiGO previously did not have a stable internal marketing structure to ensure efficiency. Cord Media was able to step in and create internal communication and workflow processes to help streamline efforts. A group email was created to ensure that the team working on the account is always in the loop. Also, a dedicated team of key player works day in and day out on each aspect of the account.

We are currently working on the opening of 3 new dealership locations in various states.

Rolls-RoyceMotorcarsRanchoMirage.com
Cars & Coffee
Get together for a morning cup of coffee and
explore the newest vehicles from the Porsche
model lineup. Come share your passion for the
Porsche brand with fellow enthusiasts.

Event Details: Saturday, May 1 | 8am - 10am 3735 E Palm Canyon Dr.

Palm Springs, CA 92264
(888) 447-8705
porschepalmsprings.com
You’re invited.
38Page 123 of 231 AGENDA ITEM #13.13
Approve the three-year Professional Services Agreement with CV Strategie... Page 639 of 764 SECTION D: DISCLOSURE
SECTION E: WARRANTY / GUARANTEE OF WORK PRODUCT

SECTION G - STATEMENT OF MINIMUM INSURANCE COVERAGE

SECTION F - SUBCONTRACTING INFO
Cord Media does not have any prior or ongoing contract failures, or pending civil or criminal litigations or investigations within the past five years.

Your Cord Media team operates as an extension of your marketing department. That means you get the benefit of leveraging the countless years of skills and talents of more than 30+ Cord Media team members. With this large in-house team, carefully structured for a blend of strategy, creative development, implementation, reporting and organization, we have the bandwidth to offer high quality service, meet deadlines, and never run out of creative ideas.

We stand by our work and take pride in what we do. For all new creative, a minimum of 2-3 concepts will be presented for consideration. The client also owns all final creative and files, upon payment/execution of the contract.

If selected, Cord Media will provide with minimum coverage and indemnification noted in Attachment 1 of the RFP Document.

Cord Media is a full-service agency will all employees under one roof. We typically do not use consultants or subcontractors, We use a variety of vendors for services such as direct mail, printing, voice-over talent and models for photo shoots. 39Page 124 of 231 AGENDA ITEM #13.13
Approve the three-year Professional Services Agreement with CV Strategie... Page 640 of 764

P R O C E S S , S C O P E O F W O R K & B U D G E T S

PROCESS
The first step in the onboarding process will be to undergo a comprehensive “Discovery & Onboarding Phase” which typically takes up to 4 weeks to complete:

Getting to Know You
It is important for Cord Media to get to know The City of Indio, current initiatives, goals and stakeholders. We will have in-depth questions for stakeholders to answer in order to have an understanding of the City and your current processes, strengths and areas for improvement. Key Performance Indicators (KPIs) will also be determined.

Industry Insight and Competitive Set
Cord Media already has a great understanding of The City of Indio, but it is important to understand how Indio compares to other Coachella Valley cities. This is achieved by completing a competitive analysis for internal team members who will be working on The City of Indio account and will also be shared with the Client.

Development of Status Report and Communication Plan
In order to get down to work, Cord Media will also supply the Client with an onboarding document to share pertinent information and undergo asset gathering. Current and future projects and priorities will be discussed, and a Status Report will be developed for ongoing use. Meetings and communication processes will also be determined. 41Page 126 of 231 AGENDA ITEM #13.13
Approve the three-year Professional Services Agreement with CV Strategie... Page 642 of 764 SCOPE OF WORK • Account Management & Strategy • Community Outreach & Event Planning • Graphic Design • Newsletter Development and Publication • Photography Services • Public Relations • Social Media • Video Services • Website Management

ACCOUNT MANAGEMENT, STRATEGY &
GRAPHIC DESIGN UPDATES • Account & Project Management • Client Meetings » Minimum of two in-person meetings per month
» Cord Media understands that there will be daily
interaction, communication and additional calls
• Strategy • Community Outreach • Event Planning • Graphic Design Updates » Updates to existing creative. New campaign work or
large projects to be estimated out separately
Estimated Monthly Hours: 40 (15 hours/week)
CONTENT, COPYWRITING & PUBLIC RELATIONS • Content and Copywriting (including Newsletter articles) • Public Relations Services » Press release / Media alerts
» Media coverage coordination & follow-up
Estimated Monthly Hours: 20 (5 hours/week)

SOCIAL MEDIA MAINTENANCE
Cord Media will provide social media marketing management and content creation. A client approved
monthly content calendar will be created each month with posts for placement on Facebook, Instagram, and other social media platforms.

Cord Media will: • Manage daily monitoring and engagement, including responding to comments and messages with client
approved responses
• Story sequence on Instagram/Facebook, as needed
Estimated Monthly Hours: 16 (4 hours/week)
VIDEO + SOCIAL CONTENT CREATION
Monthly video (including drone) and social content creation for placement on social media and other digital platforms including YouTube, the City website, etc.

Estimated Monthly Hours: 16 (4 hours/week)

WEBSITE MANAGEMENT
Content updates to the City Website, within the current CMS.

Does not include programming of new website functionality.

Estimated Monthly Hours: 8
42Page 127 of 231 AGENDA ITEM #13.13
Approve the three-year Professional Services Agreement with CV Strategie... Page 643 of 764

BUDGET FOR ONGOING MONTHLY SERVICES
Total Estimated Monthly Hours For Services = 100 Hours Per Month COST: $17,500
Discounted Cost: $14,500 PER MONTH
FLAT MONTHLY RATE EXTENDED FOR 100 HOURS: $12,500
PRORATED 2022-2023 FISCAL BUDGET: For Six Months
January 2023 – June 2023
COST: $105,000
Discounted Cost: $87,000
DISCOUNTED ANNUAL COST EXTENDED: $75,000
Final deliverable and budget to be determined, based on approved scope of work.

All monthly hours for service line items to be rolled over to the following month. Client to be supplied with a monthly hours report and overview by the 15th of the following month. 43Page 128 of 231 AGENDA ITEM #13.13
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PLANNING WORK SAMPLES

STATUS REPORT
Cord Media tracks client projects using Google Sheets for real-time updating. An example is shown below.

TASK Job # SOW vs. P Status Notes

STRATEGIC PLANNING
Research & Discovery SOW Completed
Brand Refresh Project Management SOW Ongoing
Community Vision & Property Story SOW In Production
Account Review (Cord Expenses) N/A Ongoing

SIGNAGE/BRANDED COLLATERAL
Brand Standards Guide 22IDYI031 SOW With Client
Stationery Package 22IDYI034 SOW With Client
Letterhead (Electronic & Paper) 22IDYI034 SOW With Client Email Signature Block 22IDYI034 SOW CANCELLED
Business Card Template 22IDYI034 SOW With Client Guest Services #10 Envelope 22IDYI034 SOW With Client
Thank You Card + Envelope 22IDYI034 SOW In Production
Address Label Sticker 22IDYI034 SOW In Production
Return Label Sticker 22IDYI034 SOW In Production
Email Template 22IDYI035 SOW With Client formatted for MailChimp.

Power Point Presentation Template 22IDYI033 SOW In Production Guest Amenities Trifold Brochure 22IDYI018 SOW Revisions Pricing Insert Rack Card 22IDYI046 SOW CANCELLED Sample presented. Client decided to cancel job.

Cabin Site Map 22IDYI051P CANCELLED Sample presented. Client handled internally.

WEBSITE / DIGITAL
Website Redesign (full) 22IDY013 SOW In Production
ADA Compliance 22IDYI014 SOW In Production To install at new website launch

VIDEO / PHOTO
In-Room Video 22IDYI020P Upcoming Need to discuss
Video: Website Header 22IDYI049P With Client

SOCIAL MEDIA
October Social Media Calendar 22IDYI025 SOW Approved
October Content Creation 22IDYI024 SOW Completed
November Social Media Calendar 22IDYI025 SOW Approved Draft ready for Client Review November Content Creation 22IDYI024 SOW Completed

PUBLIC RELATIONS / COPYWRITING
Press Release: Local Area Distribution 22IDYI029P ON HOLD

COMPLETED
July Social Media Calendar 22IDYI025 SOW Completed
July Content Creation 22IDYI024 SOW Completed
August Social Media Calendar 22IDYI025 SOW Completed
August Content Creation 22IDYI024 SOW Completed
September Social Media Calendar 22IDYI025 SOW Completed September Content Creation 22IDYI024 SOW Completed
Idyllwild Park Signage 22IDYI021P Completed
Short Term Rentals Signage & Production 22IDYI017P Completed Minor Site Enhancements w/STRs 22IDYI037P Completed
Branding Mood Board 22IDYI043 SOW CANCELLED Decided to move forward with dual property branding Social Media Profile Graphics 22IDYI030 SOW Approved
Web Graphic: Vacation Homes Badge 22IDYI039P Completed
Photo Shoot - STRs 22IDYI019P Completed
Flyer: The Hideout & Yesteryear Driving Map 22IDYI047P Completed Flyer: Be Pine & Copper Mine Driving Map 22IDYI048P Completed Pricing Insert Rack Card 22IDYI046P CANCELLED Sample presented. Client decided to cancel job.

Signage: Yesteryear Address Rider 22IDYI050P Completed Submitted to vendor for production Cabin Site Map 22IDYI051P CANCELLED Sample presented. Client handled internally.

Web Graphic: Theme Room Suites Badge 22IDYI052P Completed

WEEKLY STATUS REPORT
Date: 10/14/22
45Page 130 of 231 AGENDA ITEM #13.13
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MARKETING BUDGET
Cord Media will prepare and monitor marketing budget spend vs actual costs. Sample below for visual reference.

Print Notes JANUARY JAN ACTUAL FEBRUARY FEB ACTUAL MARCH MAR ACTUAL APRIL APR ACTUAL MAY MAY ACTUAL JUNE JUNE ACTUAL JULY JULY ACTUAL AUGUST AUG ACTUAL SEPTEMBER SEP ACTUAL OCTOBER OCT ACTUAL NOVEMBER DECEMBER BUDGTED TOTAL Desert Sun Best of the Desert / Other Opportunities $0 $0 $0 $0 $1,500 $1,400 $2,000 $1,400 $2,500 $4,694 $2,500 $1,400 $2,500 $1,400 $2,500 $1,400 $1,500 $0 $0 $0 $0 $0 $15,000 Palm Springs Life $0 $0 $0 $0 $2,500 $2,550 $2,500 $2,550 $2,500 $2,550 $2,500 $2,550 $2,500 $2,550 $2,500 $2,550 $2,500 $2,550 $0 $0 $0 $0 $17,500 $0 $0 $0 $0 $4,000 $3,950 $4,500 $3,950 $5,000 $7,244 $5,000 $3,950 $5,000 $3,950 $5,000 $3,950 $4,000 $2,550 $0 $0 $0 $0 $32,500 $29,544 Direct Mail Notes JANUARY JAN ACTUAL FEBRUARY FEB ACTUAL MARCH MAR ACTUAL APRIL APR ACTUAL MAY MAY ACTUAL JUNE JUNE ACTUAL JULY JULY ACTUAL AUGUST AUG ACTUAL SEPTEMBER SEP ACTUAL OCTOBER OCT ACTUAL NOVEMBER DECEMBER BUDGTED TOTAL New Homeowners Monthly postcard to new homeowners in $450 $0 $0 $0 $450 $0 $0 $795 $450 $0 $0 $0 $450 $0 $0 $0 $450 $0 $0 $0 $450 $0 $2,700 Targeted List Postcard sent to targeted areas and country $0 $0 $0 $0 $2,500 $0 $0 $2,698 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $2,500 $0 $5,000 $450 $0 $0 $0 $2,950 $0 $0 $3,494 $450 $0 $0 $0 $450 $0 $0 $0 $450 $0 $0 $0 $2,950 $0 $7,700 Outdoor Notes JANUARY JAN ACTUAL FEBRUARY FEB ACTUAL MARCH MAR ACTUAL APRIL APR ACTUAL MAY MAY ACTUAL JUNE JUNE ACTUAL JULY JULY ACTUAL AUGUST AUG ACTUAL SEPTEMBER SEP ACTUAL OCTOBER OCT ACTUAL NOVEMBER DECEMBER BUDGETED TOTAL Lamar Advertising Space Contract $7,454 $7,454 $7,454 $7,454 $7,454 $7,454 $7,454 $7,454 $7,454 $7,454 $7,454 $7,454 $7,454 $7,454 $7,454 $7,454 $7,454 $7,454 $7,454 $7,454 $7,454 $7,454 $89,448 Lamar Advertising Vinyl Production & Install $2,500 TBD $0 TBD $0 $0 $0 $0 $0 $0 $2,500 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $5,000 $9,954 $7,454 $7,454 $7,454 $7,454 $7,454 $7,454 $7,454 $7,454 $7,454 $9,954 $7,454 $7,454 $7,454 $7,454 $7,454 $7,454 $7,454 $7,454 $7,454 $7,454 $7,454 $94,448 Digital Advertising Notes JANUARY JAN ACTUAL FEBRUARY FEB ACTUAL MARCH MAR ACTUAL APRIL APR ACTUAL MAY MAY ACTUAL JUNE JUNE ACTUAL JULY JULY ACTUAL AUGUST AUG ACTUAL SEPTEMBER SEP ACTUAL OCTOBER OCT ACTUAL NOVEMBER DECEMBER BUDGETED TOTAL Yelp Service Champions $2,500 $2,165 $2,500 $2,500 $3,000 $3,000 $3,500 $3,500 $5,000 $5,000 $7,500 $7,500 $7,500 $7,500 $7,500 $7,500 $6,000 $6,000 $3,000 $3,000 $2,500 $2,500 $53,000 HomeAdvisor Service Champions $1,500 $1,500 $1,500 $1,500 $1,500 $1,500 $1,500 $1,500 $1,500 $1,500 $1,500 $1,500 $1,500 $1,500 $1,500 $1,500 $1,500 $1,500 $1,500 $1,500 $1,500 $1,500 $18,000 Podium Service Champions $349 $349 $349 $349 $349 $349 $349 $349 $349 $349 $349 $349 $349 $349 $349 $349 $349 $349 $349 $349 $349 $349 $4,188 Google Local Service Ads Service Champions $550 $550 $550 $550 $550 $550 $550 $550 $550 $550 $550 $550 $550 $550 $550 $550 $550 $550 $550 $550 $550 $550 $6,600 YouTube $1,500 $1,498 $1,500 $0 $2,000 $646 $2,000 $2,000 $3,000 $3,000 $5,000 $3,000 $5,000 $3,000 $5,000 $5,001 $3,000 $3,000 $2,000 $1,999 $1,500 $1,500 $33,000 Google SEM $2,500 $1,520 $2,500 $1,746 $3,000 $3,257 $3,500 $3,114 $5,000 $5,128 $7,500 $5,081 $10,000 $9,578 $10,000 $10,173 $5,000 $10,115 $3,000 $3,764 $1,500 $1,500 $55,000 Bing SEM $750 $0 $750 $100 $1,000 $1,075 $1,250 $1,085 $1,750 $2,013 $2,500 $1,957 $3,000 $1,942 $3,000 $1,950 $2,000 $1,885 $1,000 $1,706 $500 $500 $18,000 Display Ads & Video $2,000 $2,000 $2,000 $2,000 $2,000 $2,349 $2,500 $2,495 $4,000 $4,000 $6,000 $4,000 $6,000 $6,000 $7,500 $4,667 $5,000 $4,950 $2,000 $2,000 $1,000 $0 $40,000 Facebook Ads $1,500 $1,500 $1,500 $1,500 $1,500 $1,500 $2,000 $2,000 $2,500 $2,500 $3,000 $2,500 $4,500 $4,500 $5,000 $5,000 $3,000 $3,000 $1,500 $1,500 $1,500 $1,500 $29,000 $13,149 $11,081 $13,149 $10,245 $14,899 $14,226 $17,149 $16,594 $23,649 $24,040 $33,899 $26,437 $38,399 $34,919 $40,399 $36,690 $26,399 $31,348 $14,899 $16,368 $10,899 $9,899 $256,788 Television Notes JANUARY JAN ACTUAL FEBRUARY FEB ACTUAL MARCH MAR ACTUAL APRIL APR ACTUAL MAY MAY ACTUAL JUNE JUNE ACTUAL JULY JULY ACTUAL AUGUST AUG ACTUAL SEPTEMBER SEP ACTUAL OCTOBER OCT ACTUAL NOVEMBER DECEMBER BUDGETED TOTAL CBS TV - 2 :30 commercials - BUDGETS TO VARY $2,000 $2,370 $2,000 $3,370 $2,000 $1,870 $2,000 $2,980 $4,000 $4,720 $4,000 $3,060 $4,000 $3,395 $4,000 $3,325 $2,000 $2,320 $2,000 $2,320 $2,000 $2,000 $32,000 KESQ TV 3 - ABC :30 commercials - BUDGETS TO VARY $3,000 $2,950 $3,000 $2,950 $3,000 $4,900 $3,000 $2,950 $5,000 $4,425 $5,000 $4,750 $5,000 $4,775 $5,000 $4,850 $3,000 $3,350 $3,000 $3,350 $3,000 $3,000 $44,000 KMIR - NBC :30 commercials - BUDGETS TO VARY $2,000 $2,440 $8,000 $6,940 $2,000 $1,000 $2,000 $1,840 $3,000 $2,940 $3,000 $3,430 $3,000 $3,530 $3,000 $3,530 $3,000 $2,890 $2,000 $1,840 $2,000 $2,000 $35,000 KDFX - FOX :30 commercials - BUDGETS TO VARY $1,000 $990 $1,000 $1,140 $1,000 $640 $1,000 $640 $1,000 $1,000 $1,000 $1,680 $1,000 $1,720 $1,000 $1,720 $1,000 $860 $1,000 $910 $1,000 $6,000 $17,000 KDFX - FOX weather cam sponsorship $1,667 $1,250 $1,667 $1,250 $1,667 $1,250 $1,667 $1,250 $1,667 $1,090 $1,667 $1,250 $1,667 $1,250 $1,667 $1,250 $1,667 $1,250 $1,667 $1,250 $1,667 $1,667 $20,004 Video On Demand (Cable & Online) :30 commercials - BUDGETS TO VARY $3,500 $3,500 $3,500 $3,501 $3,500 $3,151 $4,500 $4,500 $7,500 $7,501 $9,000 $9,000 $9,000 $9,001 $9,000 $11,839 $4,500 $4,500 $3,500 $3,500 $2,500 $2,500 $62,500 Cable - Spectrum - Palm Springs, Palm Desert :30 commercials - BUDGETS TO VARY $0 $0 $0 $0 $0 $0 $0 $0 $2,000 $2,500 $2,000 $2,500 $2,000 $2,000 $2,000 $2,000 $0 $0 $0 $0 $0 $0 $8,000 $13,167 $13,500 $19,167 $19,151 $13,167 $12,811 $14,167 $14,160 $24,167 $24,176 $25,667 $25,670 $25,667 $25,671 $25,667 $28,514 $15,167 $15,170 $13,167 $13,170 $12,167 $17,167 $218,504 Digital Services Notes JANUARY JAN ACTUAL FEBRUARY FEB ACTUAL MARCH MAR ACTUAL APRIL APR ACTUAL MAY MAY ACTUAL JUNE JUNE ACTUAL JULY JULY ACTUAL AUGUST AUG ACTUAL SEPTEMBER SEP ACTUAL OCTOBER OCT ACTUAL NOVEMBER DECEMBER BUDGTED TOTAL Search Engine Optimization 10 hours/month. On-site & Off-Site. $1,450 $1,450 $1,450 $1,450 $1,450 $1,450 $1,450 $1,450 $1,450 $1,450 $1,450 $1,450 $1,450 $1,450 $1,450 $1,450 $1,450 $1,450 $1,450 $1,450 $1,450 $1,450 $17,400 Social Media Maintenance 16 hours/month. Manage Facebook, $2,320 $2,320 $2,320 $2,320 $2,320 $2,320 $2,320 $2,320 $2,320 $2,320 $2,320 $2,320 $2,320 $2,320 $2,320 $2,320 $2,320 $2,320 $2,320 $2,320 $2,320 $2,320 $27,840 Cord Dashboard Digital Analytics Platform to monitor all $200 $200 $200 $200 $200 $200 $200 $200 $200 $200 $200 $200 $200 $200 $200 $200 $200 $200 $200 $200 $200 $200 $2,400 ADA Compliance TBD $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Website Hosting TBD $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $3,970 $3,970 $3,970 $3,970 $3,970 $3,970 $3,970 $3,970 $3,970 $3,970 $3,970 $3,970 $3,970 $3,970 $3,970 $3,970 $3,970 $3,970 $3,970 $3,970 $3,970 $3,970 $47,640 Agency Fees Notes JANUARY JAN ACTUAL FEBRUARY FEB ACTUAL MARCH MAR ACTUAL APRIL APR ACTUAL MAY MAY ACTUAL JUNE JUNE ACTUAL JULY JULY ACTUAL AUGUST AUG ACTUAL SEPTEMBER SEP ACTUAL OCTOBER OCT ACTUAL NOVEMBER DECEMBER BUDGTED TOTAL Retainer Services - Cord Media 12 hours/month. Account Management + $1,740 $1,740 $1,740 $1,740 $1,740 $1,740 $1,740 $1,740 $1,740 $1,740 $1,740 $1,740 $1,740 $1,740 $1,740 $1,740 $1,740 $1,740 $1,740 $1,740 $1,740 $1,740 $20,880 SEO Blog Services - KickCharge Service Champions $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $6,000 Photo Shoot $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $3,500 $0 $0 $0 $0 $0 $0 $0 $3,500 Video Production TBD. To be projected out. $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $7,500 $0 $0 $0 $0 $0 $0 $0 $7,500 Radio Production TBD. To be projected out. $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $1,000 $0 $0 $0 $0 $0 $0 $0 $1,000 $2,240 $2,240 $2,240 $2,240 $2,240 $2,240 $2,240 $2,240 $2,240 $2,240 $2,240 $2,240 $2,240 $2,240 $14,240 $2,240 $2,240 $2,240 $2,240 $2,240 $2,240 $2,240 $38,880 Monthly Totals $42,930 $38,246 $45,980 $43,060 $48,680 $44,651 $49,480 $51,861 $66,930 $69,123 $80,730 $69,721 $83,180 $78,203 $96,730 $82,818 $59,680 $62,732 $41,730 $43,202 $39,680 $40,730 $696,460 $700,000 Updated 11/9/22 $4,684 $2,920 $4,029 -$2,381 -$2,193 $11,009 $4,977 $13,912 -$3,052 -$1,472 $32,431.7 TIMO's Air Conditioning & Heating
2022
Marketing Budget
46Page 131 of 231 AGENDA ITEM #13.13
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CRITICAL PATH
Cord Media works with your Marketing team to establish a critical path and works to prioritize timing of projects.

Updated: October 4, 2022
JOB NUMBER OWNER RESOURCE NAME SAMPLE DEADLIN NOTES/STATUS 8-Aug 15-Aug 22-Aug 29-Aug 5-Sep 12-Sep 19-Sep 26-Sep 3-Oct 10-Oct 17-Oct 24-Oct 31-Oct 7-Nov 14-Nov 21-Nov 28-Nov 5-Dec 12-Dec

HIGH LEVEL
Available Lots & Pricing Sean Northrop Trailside
Tour Scheduling Sarah Trailside
Digital Campaign
Digital Strategy Recommendation Doug Burr Cord MediaX 10/10 COMPLETED Display Ads: Branding 22SKYL016 Kevin Reuter Cord Media 8/19 8/31 COMPLETED Display Ads: 10/15 Homesite Event 22SKYL040 Kevin Reuter Cord Media 10/3 COMPLETED Paid Search: Brand Name Doug Burr Cord Media N/A N/A Running. $250/month Paid Search: Lots Cle Elum / New Homes / Suncadia Doug Burr Cord Media N/A N/A Running. $2,500/month Geofencing: Suncadia Events Doug Burr Cord Media N/A N/A Running. $500 per event Regional Display: Addressable (High Net Worth / Seattle DMA) Doug Burr Cord Media N/A N/A Running. $750/month Display: Regargeting - "Lots and Homes" Google Paid Search Visitors Doug Burr Cord Media N/A N/A Running. $500/month EDMs
Email Template 22SKYL004 Kevin Reuter Cord MediaX COMPLETED HTML Email Template: Generic 22SKYL015 Kevin Reuter Cord MediaX COMPLETED SAVE THE DATE - October Homesite Release Event 22SKYL007 Katherine Ruiz Cord MediaX 8/31 COMPLETED Resend to Unopens 22SKYL007 Katherine Ruiz Cord MediaX 9/8 COMPLETED You're Invited - October Homesite Release Event 22SKYL008 Katherine Ruiz Cord MediaX 9/14 COMPLETED Open/No Clicks 22SKYL008 Katherine Ruiz Cord MediaX 9/19 COMPLETED Resend to Unopens 22SKYL008 Katherine Ruiz Cord MediaX 9/27 RSVP LIST - Sneak Peek - Tour the Lots Before the Event 22SKYL009 Katherine Ruiz Cord Media 10/4 10/5 ON HOLD Resend to Unopens 22SKYL009 Katherine Ruiz Cord Media N/A 10/12 ON HOLD RSVP LIST - See You Tomorrow. Be Prepared 22SKYL010 Katherine Ruiz Cord Media 10/11 10/14 RSVP LIST - Today is The Big Day 22SKYL011 Katherine Ruiz Cord Media 10/12 10/15 RSVP LIST - What a Great Event! 22SKYL012 Katherine Ruiz Cord Media 10/18 10/19 Landing Pages / Website
Website: Initital 22SKYL001 Doug Burr Cord Media COMPLETED Website: ADA Compliance 22SKYL003 Doug Burr Cord Media COMPLETED Website: Full Build 22SKYL002 Doug Burr Cord Media 9/15 LIVE Closed RSVP Landing Page - October 15 Event 22SKYL012 Doug Burr Cord Media 9/12 9/14 Open RSVP Landing Page - TBD Doug Burr Cord Media 10/4 LIVE Collateral
Signage Sticker: Website Update 22SKYL019 Kat / Kevin Cord MediaXX COMPLETED Driving Directions PDF 22SKYL023 Kat / Kevin Cord MediaX 10/12 COMPLETED Brochure: Update with Ederra Story 22TSCH233 Kat / Kevin Cord MediaX ASAP COMPLETED Brochure: Home Tour - Skyline Ridge 22TRHO397 Kat / Kevin Cord MediaX ASAP With Client Brochure: Custom Home Brochure (Rebranded) 21TRHO336 Kat / Kevin Cord MediaXX COMPLETED Event Schedule 22SKYL028 Kat / Kevin Cord MediaXX COMPLETED A-Boards & Toppers 22SKYL029 Kat / Kevin Cord MediaXX COMPLETED Model Homes Directional 11 x 17 22SKYL030 Kat / Kevin Cord MediaXX COMPLETED Parking Signs 22SKYL031 Kat / Kevin Cord MediaXX COMPLETED Tabletop Sign: Google Earth QR Code 22SKYL032 Kat / Kevin Cord Media 10/4 10/6 Google Earth Instructions 22SKYL039 Kat / Kevin Cord Media COMPLETED Tabletop Sign: Day Of Event Registration 22SKYL033 Kat / Kevin Cord MediaX 10/6 Revision Form: Reservation 22SKYL035 Kat / Kevin Cord MediaXX COMPLETED Flyer: Summer Pre-Release 22SKYL036 Kat / Kevin Cord MediaX ON HOLD - pending approval of 22TRHO397 Flyer: Timberline & Skyline Ridge FAQ Sheet 22SKYL038 Kat / Kevin Cord MediaXX COMPLETED Form: Move-In Ready Expedited Offer 22TRHO409 Kat / Kevin Cord MediaX 10/6 With Cilent Form: Quick Start Custom Expedited Offer 22TRHO409 Kat / Kevin Cord MediaX 10/6 With Client Assets, Video, Photography
KMZ File Sean Northrop Trailside
Model Home Photography - Timberline Lot 3 Ruth Winbauer Trailside TBD 10/7 Photo & Video Shoot Kevin/Adam Cord Media Decided not to move forward Public Relations / Content
Blog(s) - TBD Mike Felsci Cord Media TBD
Social Media
Social Media Strategy Document Mike Felci Cord Media 9/2 9/7 COMPLETED Social Media Set-Up Mike Felci Cord Media In Production Facebook
Secure Access Doug Burr Cord Media XX COMPLETED
Buildout to New Entity - Copy/Contact Info Doug Burr Cord Media XX COMPLETED Buildout to New Entity -- Graphics Kevin Reuter Cord Media XX COMPLETED Instagram
Secure Access Mike Felci Cord Media XX COMPLETED
Buildout to New Entity - Copy/Contact Info Mike Felci Cord Media XX COMPLETED Buildout to New Entity -- Graphics Kevin Reuter Cord Media XX COMPLETED October Social Plan Mike Felci Cord Media 9/20 9/26
October Content Creation Kat / Ruth Cord Media / Trailside 9/26 November Social Plan Mike Felci Cord Media 10/20 10/25
November Content Creation Kat / Ruth Cord Media / Trailside 10/25 December Social Calendar Mike Felci Cord Media 11/18 11/23 December Content Creation Kat / Ruth Cord Media / Trailside 11/23 10/15 EVENT
RSVP Management Trailside 10/3 RSVP Guest Deadline
Rundown/Run of Show Ruth Winbauer Trailside
Staffing Ruth Winbauer Trailside
Catering Ruth Winbauer Trailside
Photography Ruth Winbauer Trailside
Furniture Rentals Ruth Winbauer Trailside
Decor Ruth Winbauer Trailside
AV Gear Ruth Winbauer Trailside
Lighting Ruth Winbauer Trailside reusable wine glasses
Gifts Ruth Winbauer Trailside To discuss
Event Signage Kevin Reuter Cord Media 10/5 10/11 To discuss Name Tags Kevin Reuter Cord Media 10/11 10/13 To discuss Staff Kevin Reuter Cord Media 10/11 10/13 To discuss
Guest Kevin Reuter Cord Media 10/11 10/13 To discuss
47Page 132 of 231 AGENDA ITEM #13.13
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CREATIVE WORK SAMPLES
48Page 133 of 231 AGENDA ITEM #13.13
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ONE

ICONIC COURSES

GOLF MEMBERSHIP
C O U R S E D E S I G N S B Y :

J A C K N I C K L A U S , P E T E D Y E ,

A R N O L D P A L M E R , T O M W E I S K O P F
& GREG NORMAN
P G A W E S T. C O M 7 6 0 . 5 6 4 . 7 1 1 1
SOAK
&SAVOR
PGA WEST is both a
community and a way of
life. Set against the stunning
backdrop of the Santa Rosa
Mountain range, it’s a place
where friends & family gather
to soak in an unrivaled
lifestyle in a pristine
desert setting.

Whether sipping a poolside cocktail at Peaks, enjoying casual pub fare at Ernie’s, taking in the outback ambiance of Wallaby’s or celebrating something special at Kennedy’s, you’ll savor every minute.

Experience a vibrant social
calendar that includes
more than 300 events a
year to choose from... you
can stay as busy as you
want to be.

THE NEW PGA WEST :30 TV SPOT:
vimeo.com/320869083
49Page 134 of 231 AGENDA ITEM #13.13
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vimeo.com/515956661
50Page 135 of 231 AGENDA ITEM #13.13
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ww.indio.org|Cityoffestivals

WELCOME
眀眀眀⸀椀渀搀椀漀⸀漀爀最
伀渀氀礀椀渀䤀渀搀椀漀
indio.org
Indio.org
Only inIndio

USED OIL, OIL FILTERS, WASTE TIRES AND
E•WASTE COLLECTION EVENT – HOME DEPOT PARKING LOT
Residents of Indio can drop off used oil, oil filters, waste tires and ewaste at this free collection event.
(760) 625-1815 www.indio.org

INDIO BBQ STATE CHAMPIONSHIPS

THE LIGHTS AT INDIO GOLF COURSE
This event will feature certified bbq champions and local vendors squaring off for the grand prize. There will also be entertainment and fun for the entire family. Contact the Indio Chamber of Commerce at (760) 347-0676
www.indiochamber.org

INDIO POWWOW

FANTASY SPRINGS RESORT CASINO
Hosted by the Cabazon Band of Mission Indians, the
Powwows feature Native American drums, dancing
and signing, plus arts and crafts and traditional Native American foods. (760) 342-2593
www.fantasyspringsresort.com

NATIONAL FIELD HOCKEY FESTIVAL

EMPIRE POLO GROUND
US Field Hockey teams, clubs, umpires, recruiting college coaches, families and friends from across the country
gather for a showcase of talent, skill and competition on this weekend www.teamusa.org
Nov
14 Nov
14 Nov
27-29
Nov
26-29
51Page 136 of 231 AGENDA ITEM #13.13
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LOGOLOCKUP
The partnership of CareerBuilder Challenge with the Clinton Foundation is unified by a permanent lockup of the two brands. The brands should be visually connected as shown whenever possible. We are providing three versions of the CBC event logo to accommodate for available space. Exceptions: There will be instances that require a modification of this relationship due to space limitations. A few examples include spectator credentials (tickets, badges, parking), apparel, and signage.

Location, size and position of the two logos must
not be altered from what is shown.

Location, size and position of the two logos must
not be altered from what is shown.

HORIZONTAL LOCKUP

STACKED LOCKUP
Location, size and position of the two logos must
not be altered from what is shown.

VERTICAL LOCKUP
he two logos must
own.
he two logos must
own.

UP
Location, size and position of the two logos must
not be altered from what is shown.

VERTICAL LOCKUP

THE PGA TOUR

STOPS HERE
JANUARY 20 - 24
BUY

TICKETS
TODAY
CareerBuilderChallenge.com
JANUARY 18-24
THE CABANAS AT 17
BRANDT

SNEDEKER
Player appearances subject to change.

SUNDAY
JANUARY 18-24

AMBASSADOR PAVILION

PATRICK
REED
Player appearances subject to change.

SUNDAY
JANUARY 18-24

PRESIDENTIAL SUITE
PHIL

MICKELSON
Player appearances subject to change.

SUNDAY
ADVANCE PRICING ENDS TODAY!
Visit CareerBuilderChallenge.com/Tickets
This January, the PGA TOUR celebrates its 57th
year in the California desert, as the CareerBuilder
Challenge begins a new chapter of excitement.

Come cheer on the world’s greatest golfers
and be a part of the action at The TPC Stadium
Course at PGA WEST.

CareerBuilderChallenge.com
760.346.8184 I 888.672.4673
[email protected]

FOR MORE INFORMATION

GET READY

FOR THE

CHALLENGE

PHIL MICKELSON
2-Time CareerBuilder
Challenge Champion
JAN. 20 - 24

HOST CITY

OFFICIAL PROGRAM

BILL HAAS
2015 CareerBuilder Challenge Champion
JANUARY 18-24

CAREER BUILDER CHALLENGE

LA QUINTA, CA
52Page 137 of 231 AGENDA ITEM #13.13
Approve the three-year Professional Services Agreement with CV Strategie... Page 653 of 764 Backseat drivers.
© 2020 Porsche Cars North America, Inc. Porsche recommends seat belt usage and observance of traffic laws at all time. European model shown. Some options may not be available in the U.S. *Lease term 42 months, Amount Due at Signing $8,850, MSRP $75,870, Cap Reduction $6,550. 10K Miles Per Year. Offer expires 09/30/2020.

Can you blame them?
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Palm Springs, CA 92264
(760) 563-7095
porschepalmsprings.com
Porsche Palm Springs proudly offers the beautiful new 2020 Porsche Cayenne. The Cayenne is powered by a 3.0L turbocharged 6-cylinder engine producing 335 hp and 332 lb-ft of torque through an all wheel drive platform and an 8-speed automatic transmission.
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“PORSCHE” LONG FORMAT DIGITAL CONTENT:
vimeo.com/502761582
53Page 138 of 231 AGENDA ITEM #13.13
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LIVE LIKE NO ONE ELSE

A PR IVATE RES IDENT IAL GOLF COURSE COMMUN ITY

PALM DESERT, CALIFORNIA
B IGHORNGOLF.COM • 800.551.5578
54Page 139 of 231 AGENDA ITEM #13.13
Approve the three-year Professional Services Agreement with CV Strategie... Page 655 of 764 Celebrat ing food and
creat ing a m indset
that insp ires health ier
eat ing is the building block of this
season’s nutrient rich menu selections.

Incorporating menu-wide wholesome
ingredients answers the call for those seeking
nutrient rich foods aimed to support overall
well-being.

Complementing our vision includes
antibiotic and hormone free meat, poultry
and fish, organic cage-free eggs and fresh
breads sourced from a local specialty baker.

Plant-based meat alternatives will
continue its mainstream trend and
will be incorporated into our seasonal
menus. Lastly, produce is selected
from Coachella Valley growers
and purveyors to ensure only
the freshest ingredients are
offered. I am an advocate
for supporting high-quality
local businesses and do so
whenever possible!
scratch from
Hugh Duffy : Executive Chef
10 Continuing to be our foundation for menu development, “3 Seasons Within A Season” allows us to offer the highest and freshest ingredients available at any given time of the year. Here are just a few featured ingredients you can expect to see “in season”:

Fall- Chanterelle mushrooms, whole artichoke, currant tomatoes, roasted and smoked meats, and fowl Winter- Barramundi, halibut, trout, and root vegetables Spring- Softshell crab, whitefish, morel mushrooms, fiddlehead fern, white asparagus, and squash blossoms New to this season’s offerings, “3 Seasons Within A Season” will also be used as the basis for the expanded Take-Out Menus, suitable for both small and large gatherings.

For a complete listing of
hours of operation, please
refer to Club Essentials on
page 42.

November 18-
B. Wise Winery, Sonoma, California
January 20-
Tinte Cellars, Woodinville, WA, owned by
Members Teresa & Tim Gamble
February 17-
OO Wines, Carlton, Oregon
April 14-
Barbecue and Bordeaux:

A casual approach to a wine dinner
3 seasons within a season
save the date - w ine d inners
11 2020- 2021 n e w sletter

&c alend ar

ONE MILLION YEARS IN THE MAKING
Situated on one of the Coachella Valley’s most pristine expanses of native desert landscape, The Reserve stands as a monument to the marriage of natural beauty and healthy lifestyle.

Discover the spirit of pure golf as you bask in the serenity of this ancient setting.

Come experience what sets us apart.

THE RESERVE STANDS ALONE
760-674-2239 | thereserveclub.com
A limited number of memberships
specifically designed to fit your lifestyle
are now available.

A premier, private membership club in a desert setting of rare beauty and serenity embracing exceptional golf and an active club lifestyle. The Reserve has achieved what is rare; a spectacular enclave that blends harmoniously with its habitat, integrating architecture and fairways with the desert’s natural beauty. We are steps away from restaurants, chic boutiques, galleries and cultural events of El Paseo, but we thrive in the heart of protected land, adjacent to a natural preserve and the world-renowned Living Desert Zoo and Gardens.

Coming home to The Reserve is a rejuvenation of the senses and spirit. The sentinel stone columns that greet you at the entrance lead deep into a serene residential retreat and active club lifestyle.

Designed to entertain and pamper, world class amenities are enjoyed by an exuberant and friendly membership of intimate size hailing from The Reserve community, nationally and internationally. For those that play it, golf is more than a game – it is a way of life. The Reserve’s championship Tom Weiskopf / Jay Morrish designed golf course rises out of the desert splendor to welcome Members. The course meanders through rugged rock outcroppings, ever changing elevations and stunning foliage with the surrounding Santa Rosa Mountains providing a striking backdrop.

T H E R E S E R V E M E M B E R S H I P
Coming home to The Reserve is a rejuvenation of the
senses and spirit. The sentinel stone columns that
greet you at the entrance lead deep into a serene
residential retreat.

The Tom Weiskopf/Jay Morrish designed golf course
rises out of the desert splendor to welcome Reserve
members. This course embraces rugged foothills,
tranquil canyons and stunning foliage.

Our designers took their cues from the dramatic
natural surroundings and went to great lengths to
preserve its essence. The result is an unparalleled golf experience for players of all levels.

The Reserve Membership includes full privileges to
the Club Village. Positioned against a natural rock
outcropping and overlooking the golf course, the
Clubhouse, Lakehouse, Fitness Center and Golf Shop
exude Old World ambience and elegance.

Whether volleying on the tennis courts (both hard and
Har-Tru clay), reading in the library, practicing yoga
with our experienced trainers or relaxing poolside
on the sun-drenched patio, the Reserve Membership
offers the complete lifestyle to homeowners.

Please call the Membership Director at 760-674-2239
for more information about The Reserve Membership.
49-400 Desert Butte Trail
• Indian Wells
• California
• 92210
• www.thereserveclub.com

MEMBERSHIP OPPORTUNITIES

W E L C O M E T O

THE RESERVE
The result is an unparalleled golf experience, with no tee times required! From the immaculate front and back driving range, 18-hole putting course and three additional regulation “Trophy Holes”, Members can seize the opportunity to learn, improve, and master their game on a course ideal for every skill level.

The Reserve Membership includes full privileges to the Club Village. Positioned against a natural rock outcropping and overlooking the golf course, the Clubhouse, Lakehouse, Fitness Center and Golf Shop exude ambience and elegance.

The Reserve promotes an active lifestyle. Whether dining, socializing, enjoying sensational views from the patios, reading in the library, volleying on the tennis courts (both hard and Har-Tru clay), playing pickle ball, exercising, practicing yoga with our experienced trainers, being pampered with spa services, relaxing poolside at the Jr. Olympic size pool on a sun-drenched day, or taking advantage of 26 miles of hiking trails, The Reserve offers the complete club lifestyle to Members. The Reserve - Where Members consider it both a privilege and pleasure to belong. www.thereserveclub.com Membership Office 760-674-2239
49-400 Desert Butte Trail
• Indian Wells • California • 92210

BACK COVER FRONT COVER INSIDE WITH POCKET
A premier, private membership club in a desert setting of rare beauty and serenity embracing exceptional golf and an active club lifestyle. The Reserve has achieved what is rare; a spectacular enclave that blends harmoniously with its habitat, integrating architecture and fairways with the desert’s natural beauty. We are steps away from restaurants, chic boutiques, galleries and cultural events of El Paseo, but we thrive in the heart of protected land, adjacent to a natural preserve and the world-renowned Living Desert Zoo and Gardens.

Coming home to The Reserve is a rejuvenation of the senses and spirit. The sentinel stone columns that greet you at the entrance lead deep into a serene residential retreat and active club lifestyle.

Designed to entertain and pamper, world class amenities are enjoyed by an exuberant and friendly membership of intimate size hailing from The Reserve community, nationally and internationally. For those that play it, golf is more than a game – it is a way of life. The Reserve’s championship Tom Weiskopf / Jay Morrish designed golf course rises out of the desert splendor to welcome Members. The course meanders through rugged rock outcroppings, ever changing elevations and stunning foliage with the surrounding Santa Rosa Mountains providing a striking backdrop.

T H E R E S E R V E M E M B E R S H I P
Coming home to The Reserve is a rejuvenation of the
senses and spirit. The sentinel stone columns that
greet you at the entrance lead deep into a serene
residential retreat.

The Tom Weiskopf/Jay Morrish designed golf course
rises out of the desert splendor to welcome Reserve
members. This course embraces rugged foothills,
tranquil canyons and stunning foliage.

Our designers took their cues from the dramatic
natural surroundings and went to great lengths to
preserve its essence. The result is an unparalleled golf experience for players of all levels.

The Reserve Membership includes full privileges to
the Club Village. Positioned against a natural rock
outcropping and overlooking the golf course, the
Clubhouse, Lakehouse, Fitness Center and Golf Shop
exude Old World ambience and elegance.

Whether volleying on the tennis courts (both hard and
Har-Tru clay), reading in the library, practicing yoga
with our experienced trainers or relaxing poolside
on the sun-drenched patio, the Reserve Membership
offers the complete lifestyle to homeowners.

Please call the Membership Director at 760-674-2239
for more information about The Reserve Membership.
49-400 Desert Butte Trail
• Indian Wells
• California
• 92210
• www.thereserveclub.com

MEMBERSHIP OPPORTUNITIES

W E L C O M E T O

THE RESERVE
The result is an unparalleled golf experience, with no tee times required! From the immaculate front and back driving range, 18-hole putting course and three additional regulation “Trophy Holes”, Members can seize the opportunity to learn, improve, and master their game on a course ideal for every skill level.

The Reserve Membership includes full privileges to the Club Village. Positioned against a natural rock outcropping and overlooking the golf course, the Clubhouse, Lakehouse, Fitness Center and Golf Shop exude ambience and elegance.

The Reserve promotes an active lifestyle. Whether dining, socializing, enjoying sensational views from the patios, reading in the library, volleying on the tennis courts (both hard and Har-Tru clay), playing pickle ball, exercising, practicing yoga with our experienced trainers, being pampered with spa services, relaxing poolside at the Jr. Olympic size pool on a sun-drenched day, or taking advantage of 26 miles of hiking trails, The Reserve offers the complete club lifestyle to Members. The Reserve - Where Members consider it both a privilege and pleasure to belong. www.thereserveclub.com Membership Office 760-674-2239
49-400 Desert Butte Trail
• Indian Wells • California • 92210

BACK COVER FRONT COVER INSIDE WITH POCKET

THE RESERVE

INDIAN WELLS, CA
55Page 140 of 231 AGENDA ITEM #13.13
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COACHELLA VALLEY ARENA
21CVAR003: PREVIEW CENTER DESIGN
DISPLAY E & F: ELEVATOR INTERIOR PANELS
RAISE
THE
ROOF. -TORCH
-JET
-BIG EASY
-WHAM

LEFT WALL PANELS CENTER WALL PANELS RIGHT WALL PANELS

DROP CEILING
23-1/2” 23-1/2” 24-1/2” 24-1/2” 24-1/2” 23-1/2” 23-1/2” 7’-8”
56Page 141 of 231 AGENDA ITEM #13.13
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SHOW YOUR
We create transformative experiences that
expand our understanding of ourselves and
the world. Our collections, exhibitions, and
programs connect people to the art and
culture of our community and time. We
foster and inspire reaction and renewal for
local, national, and global audiences.
psmuseum.org

SHOW YOUR
We create transformative experiences that
expand our understanding of ourselves and
the world. Our collections, exhibitions, and
programs connect people to the art and
culture of our community and time. We
foster and inspire reaction and renewal for
local, national, and global audiences.
psmuseum.org

THE PALM SPRINGS ART
MUSEUM serves as a cultural and
educational leader in the greater
desert community, providing
extraordinary creative encounters
based on its collections of modern,
contemporary, and historical art of
the Americas.

THE ARCHITECTURE AND
DESIGN CENTER is the hub of the
museum¹s exploration of architecture
and design, hosting exhibitions
as well as education and community
programs.

THE GALEN IN PALM DESERT
ppresents exhibitions of art,
including sculpture, photography,
and new media. The Faye Sarkowsky
Sculpture Garden showcases
significant sculpture surrounded in
a beautifully landscaped garden.
landscaped garden.
1 M U S E U M :
3 LOCATIONS
ngs Art Museum
Kinesthesia
s part of Pacific
GARDEN
8 1954–1969
ART 1

S OF JORDAN

FOUNDATION
101 Museum Dr.

G A R D E N
RT:
72-567 Highway 111

CENTER
RDI:

ECTURE
300 S. Palm Canyon Dr.
psmuseum.org
Carlos Cruz-Diez, Chromosaturation, 1965/2010. Installation view from the exhibition Suprasensorial: Experiments in Light, Color, and Space, The Geffen Contemporary at The Museum of Contemporary Art, Los Angeles, December 12, 2010-February 27, 2011 Collection of The Museum of Contemporary Art, Los Angeles, and Hirshhorn Museum of Sulpture Garden, Washington D.C. © Carlos CruzDiez, 2017 Artists Rights Society (ARS), New York / ADAGP, Paris 101 Museum Drive, Palm Springs CA 92262 | 760-322-4800
psmuseum.org | desertx.org
AT

PALM SPRINGS ART MUSEUM
JEFFREY GIBSON: ALIVE!
OPENS FEBRUARY 25

SPIRITUAL AMERICA
MARCH 1 AND 3

DESERT X SYMPOSIUM
MARCH 11
As a Desert X program partner, Palm Springs Art Museum presents a range of artist installations, special projects, conversations, and public programs.

Stephen H. Willard, Sand Dunes (with Santa Rosa Mountains in the distance), 1925, from original negative, gift of Dr. Beatrice Willard, ©Palm Springs Art Museum (XL33) psmuseum.org PARTAKE.

PARTAKE.

WOMEN OF ABSTRACT

EXPRESSIONISM
THROUGH MAY 28

PALM SPRINGS ART MUSEUM
ON THE GRID: A LOOK AT SETTLEMENT

PATTERNS IN THE HIGH DESERT
THROUGH MAY 22

ARCHITECTURE AND DESIGN CENTER,

EDWARDS HARRIS PAVILION
PAT LASCH: JOURNEYS

OF THE HEART
THROUGH OCTOBER 15

PALM SPRINGS ART MUSEUM IN

PALM DESERT, THE GALEN AND THE

FAYE SARKOWSKY SCULPTURE GARDEN

PART OF THE ANNENBERG THEATER
BROADWAY’S BEST - IN THE WEST

PERFORMANCE SERIES
SATURDAY, APRIL 8 AT 8 PM
TICKETS: PSMUSEUM.ORG OR 760.325.4490

AN EVENING WITH

NORM LEWIS

PALM SPRINGS ART MUSEUM PRESENTS
57Page 142 of 231 AGENDA ITEM #13.13
Approve the three-year Professional Services Agreement with CV Strategie... Page 658 of 764 1205 Craftsman Way, Suite 200
Everett, Washington 98201
(425) 259-3164
WATERFRONT-PLACE.COM
EXPLORE A LITTLE BIT MORE.
1205 Craftsman Way, Suite 107 Everett, Washington 98201 (425) 259-3164
WATERFRONT-PLACE.COM
FISHERMAN’S HARBOR BACK COVER FISHERMAN’S HARBOR
HISTORY PLAYS OUT EVERY DAY Fisherman’s Harbor puts the activities of the Everett fishing fleet front and center, engaging waterfront visitors in a working waterfront.

A lively mix of retail and restaurants with residential and hospitality uses rim the inner bay and form the heart of the Waterfront Place Central project.

Use Types: Retail, Restaurants, Services, Multi-Family and Hospitality 15POEV018_SalesKitInserts_17x11_All_07.indd 1 7/7/15 9:35 AM 1205 Craftsman Way, Suite 107 Everett, Washington 98201 (425) 259-3164
WATERFRONT-PLACE.COM

CRAFTSMAN DISTRICT BACK COVER CRAFTSMAN DISTRICT
WHERE THE PAST AND PRESENT UNITE The 20.25 acre Craftsman District accommodates marina services. In this area, boats are sold, repaired, stored, painted, built and washed. The only street within the District is Craftsman Way to the west of the boatyard and east of the waterfront where the travelift provides boat transportation into the yards. This road is a general circulation roadway with 12-foot lanes, and parallel and angled parking areas. 15POEV018_SalesKitInserts_17x11_All_07.indd 9 7/7/15 9:36 AM 1205 Craftsman Way, Suite 107 Everett, Washington 98201 (425) 259-3164
WATERFRONT-PLACE.COM

ESPLANADE BACK COVER ESPLANADE
IT’S ALL CONNECTED The Esplanade is the primary unifying element within Waterfront Place Central. Those taking the long walk, jog or bike ride around the Esplanade will find a variety of sights, including ground floor shops, townhomes, restaurants, water and mountain views and large, diverse open spaces.

Use Types: Public Access, Hospitality, Restaurants and Limited Retail 15POEV018_SalesKitInserts_17x11_All_07.indd 5 7/7/15 9:36 AM 1205 Craftsman Way, Suite 107 Everett, Washington 98201 (425) 259-3164
WATERFRONT-PLACE.COM

BACK COVER MILLWRIGHT DISTRICT
WHERE LIFE IS HANDCRAFTED The Millwright District is the primary commercial and office area within Waterfront Place. It is home to small businesses, craft industry shops, upper story offices, apartments and high-quality open spaces.

Use Types: Retail Production, Office and Commercial, Apartments 7/7/15 9:35 AM
FISHERMAN’S HARBOR INSIDE SPREAD
4 5
5 - Pacific Rim Plaza3 - Seiner’s Wharf
– Brian O’Connor, O’Connor
Consulting Group 2015
EXPLORE a little bit longer
3 SEINER’S WHARF
3 456
12 1
2 TIMBERMAN TRAIL

SAWYER STREET

CHAMPFER WOONERF

MILLWRIGHT LOOP NORTH

MILLWRIGHT LOOP SOUTH

WEAVER STREET
13TH STREET14TH STREET

WEST MARINE VIEW DRIVE
ONLY

18.3 SEINER DRIVE

ACTIVITY
BARGES

COMMERCIAL RETAIL RETAIL

COURTYARD COMMERCIAL

ELEVATION
+19'-0"

WEST MARINE

VIEW DRIVE

SIDEWALK

LANDSCAPE

SIDEWALK

TRAWLER
DRIVE

SIDEWALKSIDEWALK

ELEVATION
+17'-0"
ANGLED

PARKING
45'-0" HEIGHT

COMMERCIAL

COMMERCIAL

RESIDENTIAL

PARKING

PARKING
ANGLED

PARKING

LANDSCAPE

ELEVATION
+19'-0"

SIDEWALKSIDEWALK

MILLWRIGHT

LOOP SOUTH
MARINA
ANGLED

PARKING

PARKING

MILLWRIGHT

LANDSCAPE

LOOP NORTH

PARALLEL

PARKING

LANDSCAPE

SIDEWALK

LANDSCAPE

LANDSCAPE

SIDEWALK

LANDSCAPE

PARKING

PARKING

COURTYARD

COMMERCIAL

RESIDENTIAL

RESIDENTIAL

RESIDENTIAL

RESIDENTIAL

COMMERCIAL

RESIDENTIAL

RESIDENTIAL

RESIDENTIAL

RESIDENTIAL

PARKING
WATER

WATER WATER

LANDSCAPE

RESIDENTIAL

LANDSCAPE
35'-0" HEIGHT
65'-0" HEIGHT
35'-0" HEIGHT 35'-0" HEIGHT
45'-0" HEIGHT

RESIDENTIAL

RESIDENTIAL

SITE SECTION B

SITE SECTION C
6 1
Section C
Eleven parcels and 16 buildings comprise Fisherman’s
Harbor. In addition to residential, the Port anticipates:

The Port has already accumulated a significant list of
interested residents awaiting its development. Everett’s historic vacancy levels at 2.6% coupled with a strong
employment base (unemployment of less than 4% as
of 6/15), demonstrates the need for housing in this
region and signals a direct demand for new housing in
Waterfront Place Central (O’Connor Consulting Group).
• 47,300 sq. ft. retail
• 155,500 sq. ft. office
• 13,000 sq. ft. restaurant
• 86,000 sq. ft. hotel
Along the harbor’s edge there are four restaurants with patios and an outdoor restaurant and fish market. The
largest structure in the district is the 120 key hotel with meeting space, a restaurant and cocktail lounge. The
diversity in restaurants allow visitors and residents to enjoy a meal while they settle into the marine environment.

The District includes nearly 12 developable
acres and is a year-around hub of activity
that highlights commercial fishing and
recreational boating while creating a
unique shopping area and dining that
attracts residents and regional visitors.

The District acts as the City’s international
gateway and includes a number of signature
open spaces. Along the waterfront, the
walking path connects to an elevated
patio for restaurants along the water
and two gangways allow visitors to walk
among fishing vessels and a guest dock.

Construction on the site infrastructure
began in 2015.

At Fisherman’s Harbor, the project’s first residential
uses (parcels A9 and A10) emerge along Seiner Drive.

Building heights here range from 35 to 45 feet,
providing an opportunity for 204 apartment housing
units. Amenities and improvements planned for the
Port of Everett’s site produce significant demand for this highly desirable neighborhood with spectacular water
and mountain views and recreation access.

INFRASTRUCTURE 13th Street is a 90-foot wide roadway with parking and transit stops, while Seiner
Drive and 14th Street are 80-foot pedestrianoriented streets. A new traffic signal at 13th Street will be installed as traffic volumes
necessitate.

PARKING
The District features nearly 1,000
parking spots in its final condition,
with at grade parking structure
lining the backs of apartments and
the hotel and a surface lot adjacent
to the wharf.

BIKE TRAILS
The 15-foot wide bike
and pedestrian paths
connect the Esplanade to
the 4.5 mile Waterfront
trail in either direction
from Fisherman’s Harbor.

FISHERMAN’S HARBOR

COMMERCIAL USES

RESIDENTIAL USES

FLAG ALLEY

PACIFIC RIM PLAZA

ESPLANADE
The inner harbor pedestrian areas adjacent
to the commercial fishing fleet emphasize
the presence of, and access to, the
authentic workings of a commercial fishing
community and industrial waterfront.

Fishing boats moor along the wooden
wharf and opens to a brightly colored open
air fish market stalls and places for people
to sit and watch fishermen come into
port to unload their hauls. Site furniture
are a hybrid design of traditional and
contemporary styles reflecting a historic
yet contemporary waterfront. Light fixtures
angle like fishing poles to reference the
mast arms on seiner boats and furniture
suggests wood crates and crab pots are used
as inspiration for an authentic experience.
“Everett’s strong employment base
(unemployment at less than
4% as of 6/15) signals a direct
demand for new housing in
Waterfront Place Central.
”
The primary entrance to the Waterfront Place neighborhood is at 13th Street. The street lined with flag poles salute the Port’s international trading partners.

The central gathering point and heart of the entire Waterfront Neighborhood is Pacific Rim Plaza at the end of 14th Street.

This formal park and a splash plaza adjacent to the hotel site and the water’s edge. The plaza features monuments to significant community partners and sister communities, while the flags of foreign countries tell the story of the Port’s international commerce.

At Fisherman’s Harbor, the walking path connects visitors to elevated patios for restaurants and two gangways provide public access to the water along the Dock Walk. Radio controlled boats regattas on the R-C course and a dingy track below the Plaza provide entertainment for both observers and participants.

Section C
15POEV018_SalesKitInserts_17x11_All_07.indd 2 7/7/15 9:35 AM 58Page 143 of 231 AGENDA ITEM #13.13
Approve the three-year Professional Services Agreement with CV Strategie... Page 659 of 764 3 SPOT COLORS

COATED PAPER

UNCOATED PAPER

PROCESS (CMYK) COLORS

RGB & WEBSAFE COLORS
Spot colors will vary slightly when printing on coated paper compared to uncoated paper. A specific spot color has been chosen to best represent the primary red for printing on these different paper stocks. Please use the logo file labeled with either (SPOT_C or SPOT_U) in the filename.

Process colors also vary slightly when printing on coated paper compared to uncoated papers. Please use the logo file labeled with (CMYK) in the filename.

Adjustments to these color values may be needed when printing on different paper stocks, but the color match should always target Pantone 1807c.

Web colors will vary slightly based on Mac/PC browsers and screen color tint.

Please use the file format with (WEB) in the filename for best representation online.

Pantone 1807c
C:15 M:90 Y:75 K:20
R:175 G:50 B:60 af323c
Pantone Cool Gray 11c Black
85% Black
R:77 G:77 B:79 4d4d4f
Black
R:35 G:31 B:32 000000
Pantone 200u Pantone 440u Black

APPROVED COLORS
4 ALTERNATE COLOR VERSIONS
When placing the logo on a white background, the tagline font should remain using our 85% black.

In some cases when the size of the logo is under 1/2”, the tagline may become unreadable, and may need to be removed.

When placing the logo on a red or dark background the tagline font should be changed to white. No changes to the primary logomark is needed.

Additionally, a black and white version of the logo should also follow the same guidelines for tagline color.
4 ALTERNATE COLOR VERSIONS
When placing the logo on a white background, the tagline font should remain using our 85% black.

In some cases when the size of the logo is under 1/2”, the tagline may become unreadable, and may need to be removed.

When placing the logo on a red or dark background the tagline font should be changed to white. No changes to the primary logomark is needed.

Additionally, a black and white version of the logo should also follow the same guidelines for tagline color.

THE EXCITEMENT IS BUILDING AT
PORT OF VANCOUVER’S WATERFRONT
Discover the Port of Possible
z Specialty Boutiques & Gift Shops z Restaurants, Wineries & Breweries z Public Art z Open Spaces z Bike and Walking Paths z Hotel with Rooftop Bar z Pleasure Boat Dock z Boardwalk The possibilities are endless at the Port of Vancouver’s new waterfront development.

Year-round activities welcome businesses, locals and visitors along the shores of the Columbia River. The new 95,000-square foot mixed-use development combines commerce and culture:

TERMINAL1
Follow our waterfront project progress and learn how you can get involved at DiscoverTerminal1.com
59Page 144 of 231 AGENDA ITEM #13.13
Approve the three-year Professional Services Agreement with CV Strategie... Page 660 of 764 43-645 MONTEREY AVE., SUITE D | PALM DESERT, CA 92260
P: 760 834 8599 F: 760 834 8604 WWW.CORDMEDIA.COM
PALM DESERT | SEAT TLE | SOUTH FLORIDA

IIINIIIO
take center stage

RFPRESPONSE
NOVEMBER 13, 2022
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«. .'Exé‘cuti'§/“e urri‘ ' :.Ma:rket. xpé__éncer=. r ; ‘;I’__;éa'éié‘rs;rj‘ip;" ‘A ‘ :_ Structure and Fees’
.......... . Scope of Service - . Conversation ‘ _}Rec§§§rrtm’erit3a,tion_ Z kflow

Welcome to KYLE&CO. We’re a new Coachella Valley-based
creative agency that breaks through the attention deficit to connect people to your brand. Articulating your needs while emphasizing the benefits your organization provides to the community is our focus.

With KYLE&COyou get creative solutions for humans. The
kind that solve business challenges and move both people and organizations fonNard.

We are strategists and storytellers. Designers and digital pros.

Media experts. We’ve won awards for years, behind many of the best local campaigns you know. Major talent reinforced with longterm relationships and local presence.

Strategy-driven and passion-led, KYLE&CO is a new breed of agency that exists solely to transform your business.

Powerhouse solutions created for one reason: your success.

Nice to meet you!

IINIDIIO
takecenter stage
Executive Summary
KYLE&CO offers a one of a kind team structure. We are completely client centric.

With teams created to serve each client, individually, based on their communication needs.

KYLE&COs City of lndio Team (COIT) will deliver a collaborative strategic plan generated through major market experienced talent, who already understand the voice, fit and budgeting of this local municipality.

We offer experienced marketers that are at the top of their game, who understand how to turn up the volume of the community voice, change the conversation, when need be, and leverage the halo effect, so beneficial through the major destination market drivers of the festivals.

Market Experience
KYLE&CO. has represented every category of business being done in the Coachella Valley.

Attractions, Dining, Retail, Hospitality, Tourism, Small Business, Financial, Education, Tribal, Casinos, City Municipalities, Healthcare to name the top tier.

We offer marketing/advertising services in several languages beyond English including Spanish (local dialect), German, Italian, French and Asian.

And we know when and how to change the conversation, when it comes to potential barriers to success and/or competitive landscape challenges. Finally, we have a strong understanding of the valleys eco life cycle. Cradle to grave resident, first time visitor, repeat visitor, homeowner, business owner to investor to generational wealth opportunities etc.

Leadership
KYLE&CO is a female owned and operated local marketing firm. Kyle Radke is originally from Chicago, and spent the first ‘/2of her career, honing her skills on Fortune 100 businesses, serving as an executive officer at several top tier Chicago agencies. Providing leadership as the SVP Director of Retail Operations for McDonald’s Corporate, for over a decade, including leading the efforts between McDonald’s and the many entertainment genius at Disney, Pixar and Warner Brothers. Also, sponsorship creation/management with the NBA, Mattel and NASCAR.

She has spent the last 18 years in the Coachella Valley as CEO of THE JONES AGENCY. An advertising agency founded 60+ years ago by MiltJones, owner and publisher of Palm Springs Life Magazine.

And she describes herself as a unique problem identifier, a problem solver, a solution creator and a creative team leader.

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IIINIIDIIO
take center stage
Structure and Fees
KYLE&CO. develops the best financial scenario for each client.

There are no pre set fees, rates and minimums.

Calculations are created using these
4 cornerstones 8 - Agency investmentto get up speed on client background, project, measurement for shared success scorecard development. - Budget, goals and length of contract to achieve. - General staff time vs specific expertise time. - Projected out of pocket expenses.

For this Project, based on current funding we would develop a zero based working budget from your pro rated fiscal. Using $12,500 as the average monthly spend to create the elements required in the Scope of Service. The recommended project list and timeline is based on this metric.

IINDIIO
take center stage
Scope of Service
As outlined in the RFP KYLE&CO. is interested in providing content for all components WITHINthis Scope.

This will be the most cost effective solution for the City of Indio.

COMMUNITYOUTREACH

EVENT PLANNING

GRAPHIC DESIGN

NEWSLETTER DEVELOPMENT AND PUBLICATION

PHOTOGRAPHY SERVICES

PUBLIC RELATIONS

SOCIAL MEDIA

VIDEO SERVICES

WEBSITE CONTENT MANAGEMENT

|l|N||DJ|l0
take center stage
Budget and Timelines Monthly
Monthly Retainer $5200
Covers staff time for Community Outreach,
2 Event Planning, PR and Social Media PAlD
ONE MONTH INADVANCE DUE 12/7/2022
If KYLE&CO is Chosen
Monthly Creative Budget $4800
Covers Graphic Design time, Newsletter development,
Newsletter production, Website content
Monthly Photography
& Video Services $2500
On an as needed basis, using pooled resource option
We willrely on shared content from other city partners, sponsors and other shared resources
$12,500
6 months
Jan June 2023
$31,200
$28,800
$15,000
$75,000
10

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“Todays Indio is not wh5t’-areffmfs f Festivals, Indio‘é ih1pre§éive.yi§i6h_p|a?‘Vfbr, i.t_s"1‘u'iuI: ..... .....-_. . .. ...... ...V .... ....... Page 156 of 231 AGENDA ITEM #13.13 Approve the three-year Professional Services Agreement with CV Strategie... Page 672 of 764

IINDIID
take center stage
Changing the Landscape
Creating a vibrant, safe, stable residential experience, while attracting and investing in economic growth is the key to the NEW INDIO.

And as the city grows, so do her business partners and opportunities. Twenty-Nine Palms Band -ofMission Indians has already engaged in a longer term vision plan that will change the way their businessofferings will be looked at as a destination driver Goldenvoice is eager to expand its roster of events, driving additional and consistent tourism.
5-year citywide economic plan willprovide the infrastructure needed for city beautification, increased safety, education platforms and offerings that all lead to pride and the overall sense of engaging the I LOVE lNDlO mantra. 12

IIINIIDJIIO
take Center stage
Client Experience

AGUA CALIENTE BAND OF CAHUILLAINDIANS

AGUA CALIENTE CASINO RESORT
& SPA

AMAZE LIGHT FESTIVAL CHICAGO

AMERICAN HEART ASSOCIATION I

AUTODROMO

BIGHORN GOLF CLUB
BUDDY GRECO’S SUPPER CLUB
CANDYTOPIA~ CANYON NATIONAL BANK

CITY OF COACHELLA

CITY OF PALM DESERT
CRMA (City Regional Magazine Assoc)

DESERT AIDS PROJECT

DESERT JET

DESERT REGIONAL MEDICAL CENTER

DIGGIDYDOG

DISNEY CORPORATION

EISENHOWER MEDICAL CENTER

ENCORE CONSIGN
& DESIGN

FANTASY SPRINGS CASINO

GENESISCARE

GREATER PALM SPRINGS CVB

IMPERIALIRRIGATION DISTRICT

INTERURBAN CHICAGO

ISLA NAVIDARESORT / MEXICO

JFK REGIONAL HOSPITAL

KAISER PERMANENTE
KNOTT’S SOAK CITY

LAS CASUELAS

LEEDS& SON FINE JEWELERS
LG’S STEAKHOUSE

LIGHTHOUSE DISPENSARY
MARWN’S MAGIC THEATER

MCDONALDS CORPORATION / CHICAGO

MIRAMONTE RESORT
MT. SAN JACINTO JR. COLLEGE

MUCKLESHOOT CASINO SEATTLE
MUSEUM OF ANCIENT wONDERS

NEWPORT BEACH CVB

PACIFIC PREMIER BANK

PALM SPRINGS AERIALTRAMWAY

PALM SPRINGS AIR MUSEUM

PALM SPRINGS BUREAU OF TOURISM

PLANET HOLLYWOOD

PRESAGE

RED EARTH CASINO

REVIVALS

RITZ CARLTON CHICAGO
SPOTLIGHT 29 CASINO‘
TORTOISE ROCK’ CASINO
TOYS R’ US ADVENTURE CHICAGO

TWENTY NINE PALMS BAND OF MISSION INDIANS

TWIN DOLPHIN CLUB / MEXICO

XAVIERCOLLEGE PREP
13

Client Samples Destination Tourism
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Client Samples Event Marketing
SATURDAY £9 SUNDAY
October 8-9
12PM-8PM
Food, music 8 fun
for the entire family.

Client Samples Event Marketing

SAVETHEDATE
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References
Twenty-Nine Palms Band of Mission Indians Chairman Mike Desert Care Network/ Tenet Linda Evans/Chief Strategy Officer Fantasy Springs Casino Mandi WVEKOWGT
Agua Caliente Band of Cahuiila Indians Kate Anderson
First Foundation Bank Valerie Van Winkle

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Let’s Go!
Here is our recommendation as a place to start:

COMMUNITYOUTREACH

EVENT PLANNING

GRAPHIC DESIGN

NEWSLETTER DEVELOPMENT& PUBLICATION
Printing or mailing services are not included
Limitto
4 in person key events per month
Limitto 1 signature event per month
Limitedto 20 hours per month
Monthly digital, bi lingual content
PHOTOGRAPHY SERVICES One pooled b-rollshoot per month to develop content archive PUBLIC RELATIONS Limitto
2 Press Releases per month
SOCIAL MEDIA Weekly postings, using re-purposed content VIDEO SERVICES 1 shoot, every other month pooled for content archive WEBSITE CONTENT MANAGEMENT 1 hour per week devoted to new content postings 20Page 165 of 231 AGENDA ITEM #13.13
Approve the three-year Professional Services Agreement with CV Strategie... Page 681 of 764 ,. . .
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Shelly Cannon
Strategist Optimist Copywriter
Shelly is a skilled, award-winning copywriter who captures the essence of each brand and client. She brings an uncanny ability to shape strategy as she helps you craft a compelling narrative.

For more than two decades, her copywriting and creative have forged long-term, trusted relationships. |n—depthexperience runs the gamut from economic development and tourism to placemaking, design and architecture, and foundations. As a key contributor to the KYLE&CO.team, she has worked on in—housemarketing projects as well as the Palm Springs Air Museum.

She believes in the power of conceptual development and copy that augment your story and skyrocket success. Even more, that creativity and business are about value AND values; it’s how you use your talent to serve as well as your guiding principles.

Shelly listens with empathy, articulates stories, and lifts people up.

A true word
aficionado, she loves learning new ways to see. She believes in the magic of inspiration and celebrates the small successes along the way. Allof which helps her triumph with no loss of enthusiasm. Her personal tagline: stay unreasonably optimistic.

Katja Braun Background
Born in Hamburg, Germany
Degree in Hospitality and tourism
Focused on studies in marketing
Ran a Hotel in Italy (Lago do Garda)
Played a significant role in the opening the first smart center in Mannheim, Germany Manager at komplus+ Heidelberg
Married in Fiji, moved to France where her two children were born Consultant and managing partner at Cote to Coast LLC and adV|Nture, France Big sports enthusiast - supporter of Ohio state Mens volleyball and UC Davis beach voHeybaH
Spoken and written languages (in addition to English)
German
French
Italian

Workflow Background
Every project is monitored, throughout the development through execution process Work Orders are opened as each project is put into planning Internal project estimates are generated to reflect time to be spent on project Production Schedules are developed, tracking each Work Orders lifespan Each stage of development, revision and execution is cross—checkedto make sure we stay on tract and on budget
Out—of-PocketEstimates are generated for client approval before any additional spending is contracted
Retainer invoices are generated every month around the 15”‘ First month retainer is to be paid in advance to start workflow Creative and Media invoices are billed separate based on agreed to activity Proof of performance reports will be made available on a monthlybasis —
30 days after, so that actual metrics and tracking can be established and reported i‘ )3

Approve the three-year Professional Services Agreement with CV Strategie... Page 692 of 764 5250 Lankershim Blvd., #500
North Hollywood, CA 91601
[email protected]
833.981.2816
Date

REQUEST FOR PROPOSAL

PROPOSAL NAME

CLIENT NAME OR LOGO
A Social Enterprise
Based in Los Angeles
2022

REQUEST FOR PROPOSAL
[email protected]
Louis Easton | 833.981.2816
20+ 3 Yrs. 100% On schedule
video work
Similar public
agency clients
Contract
term average
Signature of the individual authorized / obligated to
commit Goodsides to this project:

PROPOSAL FOR COMMUNICATIONS AND MARKETING SERVICES
(VIDEO SERVICES CATEGORY)
VIDEO | AUDIO | MULTIMEDIA | 3D ANIMATION | RECOMMENDATIONS | CONSULTATION

CITY OF INDIO

Approve the three-year Professional Services Agreement with CV Strategie... Page 693 of 764 City of indio
November 8th, 2022
RE: “Video Services” RFP Category to Support Team Indio Dear Scott Trujillo, Deputy City Manager,
Goodsides LLC (hereafter “Goodsides”) understands the dynamic media needs as expressed by the City of Indio (“City”) in its procurement. Please consider the following as a new invitation to better reach visitors and spark nationwide interest. We hope your stakeholders are ambitious!
Goodsides is privately owned and solely media enhancement for public agencies and institutions, setting us apart from others in the space. We are immediately native to tourist concerns and issues and have seemingly endless compatibility, including access to b-roll libraries pertaining to outdoor activities in Coachella Valley, shopping, and more.

Goodsides is uniquely suited for this project, and major highlights include:
ƒ A Dedicated, Super-Regional Team. We proudly work across LA and Riverside counties. ƒ People/Creative Resources. This helps to capture the hearts and minds of specific audience segments. Each award comes with a concept catalogue after the first month. ƒ A Certified MBE and SE with Good Hearts. Goodsides is active with those small but impactful productions other media houses turn down because of “threats to their margin.” Our prime directive is to serve where the team is most needed. ƒ Actual GOV Partnerships. In addition to our 6 ISD bench contracts, we work with Southwestern College, County of Riverside, University of Missouri, Los Rios Community College District, LA Public Library, City of West Hollywood, City of San Luis Obispo, City of Sacramento, and 100+ cities under MTC’s administrative purview. ƒ Concepts Queued Up. No miscellaneous fees related to concept creation or ideation.

Compliance and Capability Statement
Goodsides affirms full compliance with all requirements and dedicates its full capability.

Our DP / Cinematographer / GOVsides Value
Our very own Uri Ruffin and Mike Norquest have been part of digital shotlights with Barack Obama, Oprah Winfrey, US Senators, the Coen Brothers, Mayors in CA, and more.

Using their talent, there is ample opportunity to portray human-centered stories without teleprompters, greenscreens, and blown-out areas caused by harsh sun. We want your video stories to feel more local, relevant, and targeted.

Video Recommendations and Partnership
The driving concept of each media asset will be collaboratively made, and this associated meeting time, pre-production, and vision commissioning is blended into our total fixed rate for ease. We are excited to showcase the value that our partnership will provide.

Respectfully,
Louis Easton, Co-Founder and CEO
5161 Lankershim Blvd. #250, North Hollywood, CA 91601
Phone: 833.981.2816 | Email: [email protected]

Approve the three-year Professional Services Agreement with CV Strategie... Page 694 of 764 History, Ownership, Size
Founded during the CA 2020 lockdown to make
media better for large GOV institutions, we started
working with the City of Sacramento early in the
company’s history. Ownership is split between
Louis Easton and Joseph Letke, with majority share
going to Louis making us an MBE. Our firm does
and average of $38K per engagement.

We Are Impact Focused
While we are positioned to serve GOV agencies,
the firm has pivoted to impact-focuses that address
what diverse communities actually need. These
major impact areas are: recruitment, health equity,
preservation, awareness, and community pride.

Executive Summary for Indio
Using the power of video, our founders work
closely with institutional and governmental
partners to target specific community segments
and pull people in. Our motto with present and
future projects, including prospective video
work with Indio: “Community stories are best
told through video.” With Indio in particular,
we commit our firm’s full creative spirit, because
nothing is needed now more than ever. This
commitment extends beyond evergreen assets
on a server–but to your people. We guarantee
they will remark on the choice of Goodsides as a
partner in this fight to get eyes in the attention
economy.

Our overall goal is to craft nationwide stories (told
for decades) about your unique community and
light a spark for the land of festivals.

Sample Reel
“Engaging Audiences in 2022” (~1 Min.)
Vimeo Link: https://vimeo.com/657149581
This video is roughly 1:20 minutes in duration,
though we do have a five-minute 2021 reel
available as well. Further links and video
examples can be provided upon request.

City of Indio | Video Services Category Proposal 2

Approve the three-year Professional Services Agreement with CV Strategie... Page 695 of 764 Proposed Fees
Fixed Cost Estimate and NTE for Video: $75,213.00 /Year • Blended for all positions and inclusive of all travel fees, etc.

Deliverable Menu UOM All-Inclusive Rates
Executive Director Hourly $267.50 per hour
Director of Photography (DP)
/ Camera A (20 Years’ Exp.) Hourly $202.33 per hour
Pre-Production / Scripts /
Coordination Hourly $120 per hour
Editing and Finalization Hourly $105 per hour
Production Assistant Hourly $90.96 per hour
Equipment Costs Hourly Blended into rates
Hourly Rate Breakdown
City of Indio | Video Services Category Proposal 3

PRE-PRODUCTION

TALENT COORDINATION
The talent would go through either a virtual or
in-person audition. Once Goodsides agrees
on final talent after a shortlisting phase, we will
share final talent details and headshots.

CONCEPT

TREATMENT
Sample treatments/concepts can be included
once Goodsides receives the notice of award.

This process is collaborative and based on
stakeholder meetings and conversations.

All Raws
Included
Talent Management
Ready
Zero Carbon
Where Possible
Audience
Targeted

Approve the three-year Professional Services Agreement with CV Strategie... Page 696 of 764 Proposed Fees, Contin.

City of Indio | Video Services Category Proposal 4
Indio Production Expense Labor Type
Camera Operator A Director (Louis) PA
Day Rate ($ 750.00) ($ 2,000.00) ($ 350.00)
Lunch and Water ($ 100.00) ($ 100.00) ($ 100.00)
Gas PP, PD ($ 40.00) ($ 40.00) ($ 40.00)
Equipment Contingency PD ($ 200.00) ($ -  ) ($ -  )
Direct Costs / Per Diem ($ 340.00) ($ 140.00) ($ 140.00) Total for Labor Costs ($ 1,090.00) ($ 2,140.00) ($ 490.00) Goodsides Overhead (Indirect) 1.1 ($ 1.10)
Direct + Indirect Costs ($ 1,199.00) ($ 539.00)
Actualized Overhead ($ 109.00) ($ 49.00)
Profit (Lower for Cam B) 1.35 1.35
Per Day Bill Rate ($ 1,618.65) ($ 2,140.00) ($ 727.65)
Full Crew ($ 4,486.30)
Full Crew Overhead ($ 158.00)
10 Days Per Year ($ 44,863.00)
Overhead for 10 Days ($ 1,580.00)
Video concept shot lists and scripts (6-10) ($ 7,600.00) Editing and Finalization Per Year ($ 15,000.00)
3 Days of Drones ($ 4,500.00)
Contingency for Council Meetings (5) ($ 3,250.00)
Total ($ 30,350.00)
Grand Total ($ 75,213.00)
Full NTE Breakdown, Labor Types and Expenses
* Assumes 10 full production days needed per year, which is standard for City communications and outreach needs.
** Our overhead costs are kept low at 10 percent for nonownership (excluding our Director, as seen above). This equates to only $1,580 across the 10 days.

Approve the three-year Professional Services Agreement with CV Strategie... Page 697 of 764 Joseph Letke has over 14 years of experience
engaging with government purchasers and agencies.

He is a strategic planner that ensures contract
compliance from agreement execution to close out.

Joseph has developed multiple pilots for housing
and port authorities, provided consulting on the
Safety Act Designation, and founded a Quality
Assurance Team to monitor the performance of over
200+ contracts. He regularly liaises with government
agencies, community organizations, and prime
partners.

Joseph and Louis are together building a video-forgovernments ecosystem to improve our industry and make governments better. 10K+ hours of Adobe
InDesign experience also sets him apart from others;
anything that can be captured with the camera can
be made into a digital postcard as well.

EDUCATION
ƒ Calarts, MA in Aesthetics and Politics
ƒ University of Illinois, BA in Sociology

EXPERIENCE
ƒ Brokered dozens of prime/sub relationships for
Goodsides and others that drove better media
deliverables and palpable cost savings.
ƒ Co-produced several community-centered
media projects for organizations like Community
Coalition, an organization birthed from the 1990s
and LA Mayoral candidate Karen Bass.
ƒ Pitched and successfully lobbied SOW alternatives
to the Sacramento Housing and Redevelopment
Agency (SHRA) and the City’s Preservation Office.
ƒ PRSA is now considering him for Director-at-Large.

Joseph Letke III, MA

CO-FOUNDER & GOV PARTNERSHIPS
Louis Easton, a public outreach specialist and
outspoken advocate for various environmental issues,
has over 17 years’ experience producing media. A
familiar face in the halls and offices of a number of
community colleges, libraries, and cities in Southern
California, Louis marks his life with video milestones.

Building on his grassroots experiences, Louis honed
his ability to engage and connect with people of
different backgrounds and cultures, which grounds
his work as a facilitator who can foster collaboration
and inclusive engagement.

EDUCATION
ƒ CSULA, BA in Television, Film, & Media Studies

EXPERIENCE
ƒ Led a first-ever video project for the City of
Sacramento’s Preservation Office.
ƒ Created multiple video streams for the Los Angeles
Public Library to beautify interior spaces during the
pandemic.
ƒ Created an outreach program for over 100,000
residents for multiple water agency contracts.
ƒ Promoted energy efficiency and rebate programs
from Cash for Kitchens / WRD in Culver City,
Malibu, West Hollywood, South Central, and
Downtown Los Angeles.
ƒ Produced PSAs for City of Santa Monica; directing,
script writing, vision implementation, and permit
compliance with City and Metro.
ƒ Hosted Green Media Creations TV. Specialized in
hard-to-reach audiences and educational formats.

Louis Easton

CEO & EXECUTIVE PROJECT MANAGER

TEAM ORGANIZATION AND PERSONNEL
City of Indio | Video Services Category Proposal 5

Approve the three-year Professional Services Agreement with CV Strategie... Page 698 of 764 Uri Ruffin has over 20 years’ experience as a traveling camera operator for tourism and sports media. Uri
realizes that there are many different kinds of projects with unique goals and requirements specific to the
production. He believes a good cinematographer
needs to adapt to whatever the working environment
may be and stay on the same page with the
production team. His lighting and camera technique
is imperative to defining the story clients wish to tell.

Uri Ruffin

DIRECTOR OF PHOTOGRAPHY & CINEMATOGRAPHER
With over 15 years’ experience, Josh has worked on
hundreds of projects across the country. Using a mix
of both imaginative innovation and collaboration, he
is able to effectively craft powerful narratives that
bring his client’s stories to life.

While many editors wait for raw video files to be sent
to them, Josh comes on our sets and appears on
shooting days for better finished media products.

Josh Hernandez

HEAD OF POST PRODUCTION
Mike has worked on Emmy-nominated works for
SAG-AFTRA, commercials for Mercedes-Benz, Hulu
productions (ProductCamp LA) and edited materials
for the LA Weekly. His Topgolf video showcasing
Houston recovery efforts and the resiliency of
residents has been the gold standard for these types
of videos since produced.

EXPERTISE
ƒ Camera Operation
ƒ Editing
ƒ BTS and Sound
Mike Norquest
CAMERA

EXPERTISE
ƒ Cinematography
ƒ Camera Operation
ƒ Lighting/Sound

EXPERTISE
ƒ Content Creation & Storyboarding
ƒ Point-of-Pride Editing
ƒ Asset Management
Bre is a creative director and ex-publicist for Warner
Records, where she secured releases, booked tours,
and tracked media coverage for top artists. She
is also a founding member of Society for Women
in Law, and actively works to spotlight local artists
under her passion project, Rooted Los Angeles. She
loves Goodsides for its community and quality focus.

EXPERTISE
ƒ Planning
ƒ Scheduling
ƒ Recommendations
Breanne (Bre) Flores

CREATIVE COORDINATOR

TEAM ORGANIZATION AND PERSONNEL
City of Indio | Video Services Category Proposal 6

Approve the three-year Professional Services Agreement with CV Strategie... Page 699 of 764 Philosophy Towards the Project
Media this important should have all the tools to
seriously participate in the attention economy.

Strengths Coming In

1. Elevating and building off already ambitious
plans for outreach or community betterment.

2. Facilitating real behavioral shifts from our media.

Equal Opportunity & DEI Commitment
Goodsides is a certified Minority Business Enterprise
(MBE), and actively works to incorporate a diversity
of voices, faces/bodies, perspectives, orientations,
and communities into our final video deliverables.

Even when our .GOV clients suggest names and/or
places for interviewing, we spend time vetting these
during the pre-production phase. Further, scripts and
on-screen content pass through multiple checkpoints
to ensure accuracy and cultural appropriateness.

We are advocates for telling stories that require a
little more nuance, sensitivity, or comfortability, which we handle in a variety of ways. Most of the time, it
merely takes asking the right questions or spending
that extra hour with the interviewee to get the best,
most ground-shaking sizzle, and these have power
behind them.

We aim to grow a video-for-governments ecosystem
that only supports organizations with loud and bold
equity-first policies. When accepting subconsultants
or working with suppliers, Goodsides only engages
with these types of committed third parties.

Moreover, our CEO makes sure that a balanced
representation is maintained in the company, even
as people join or become associated with our
video product. A Goodsides production is a public
statement that social equity has been prioritized. This is further exemplified by our website footer, which
reads that Goodsides is an “Advocate for Social
Equity.”
If the subject matter relates to an “erasure” of X
monument, movement, or congregation (just to name
a few examples), we are sensitive to the perception of
this information. And if the erasure event was really
just displacement, we want to showcase that as well.

Minority and Female Recruitment
Anti-bias refresher training occurs once per year.

Similarly, recruitment and/or vetting a contractor,
partner, etc. starts with examining their holistic
backgrounds and experiences. If we are working
with a partner/subconsultant firm on a project,
Goodsides routinely audits their diversity policies and employment counts.

Another thing that we are proud to promote:

Minorities and women receive priority whenever
mentorship opportunities are offered to the
communities we serve. Our internal mandate
promotes multiple good deeds each year (like
mentorship to aspiring directors, etc.). In this vein,
we are actively nurturing/developing skills to then
promote our employees who identify as women.

Coalition Building and Collaboration
We welcome the different arrangements and eclectic
working styles of our colleagues in the MARCOM
world, nonprofit world, etc. We are determined to
only work with those trusted and reputable partners
that have general liability insurance, valuable and/
or noteworthy contributions to add, and where
coalitions are a clear win-win-win for all stakeholders involved. If we are showcasing a residence, we come
prepared with a bilingual English/Spanish pamphlet
addressing who we are, why we are there, and
provide points of contact for questions. This has been
shown to support our coalition efforts more broadly.

We always follow up with gratitude and provide
‘Thank you’ videos when possible.

SUPPLEMENTAL BACKGROUND & EXPERIENCE
City of Indio | Video Services Category Proposal 7

Approve the three-year Professional Services Agreement with CV Strategie... Page 700 of 764 Every Org & Agency Type
100+ Cities, Major National Issues
Through various bench contracts, we have the power
to reach 20M+ people without a single ad dollar,
celebrity, or viral sensation. Work has already touched on major national issues facing the US GOV market in
2022, notably: preservation, resiliency, and equity.
01 01 02
Client: MTC
Media: Awareness, health equity,
preservation, affordable housing
06 Client: Leander ISD
Media: Awareness, PSAs, social media
sizzles
02 Client: LA Public Library
Media: Awareness, environmental action,
tutorial-based education
07 Client: Riverside Transit Agency
Media: Concept creation and ideation for
sizzles and long-form videos
03 Client: City of San Luis Obispo
Media: Awareness, carbon neutrality,
affordable housing, DEI
08 Client: RethinkWaste
Media: Awareness, PSAs, social sizzles,
recycling and SB1383
04 Client: AACOG
Media: Awareness, veteran resources,
grassroots campaigns, better aging tips
09 Client: Central Arkansas Water
Media: Awareness, outdoor tourism,
celebrating history of organization
05 Client: City of Sacramento
Media: Awareness, preservation, myth
busting, remembrance
10 Client: Klein ISD
Media: Awareness, parent resources, PSAs
03 04
05 06
07 08
09 10
“The firm stepped up, mastered the information,
was responsive and produced quality deliverables.”
— Carson Anderson, Historic Preservation Dir., City of Sacramento

Approve the three-year Professional Services Agreement with CV Strategie... Page 701 of 764 Client | Name of RFP/Q 9

PREPARED FOR THE ILLINOIS DEPARTMENT OF PUBLIC HEALTH (IDPH) BY The Building Resilience Against Climate Effects in Illinois (BRACE-Illinois) project of the University of Illinois at Chicago School of Public Health, Division of Environmental and Occupational Health Sciences
Climate and Health in

ILLINOIS
12 Video Concepts for
Every New Contract
• Goodsides jumps into action and
within 1-2 weeks from Notice of
Award, produces a concept catalog
at no cost.
• Click to download our concept
catalog for San Luis Obispo.

We Handle Film and
Archival Footage
• The team understands how to pull
from archival footage and use this to
better public understanding(s).
• The process of digitization is
understood, and we work natively
with preservationists’ formats.
• Work has incorporated stills and
various photographic assets from
the late 1800s. We bring forgotten
stories back to life.
4K-6K Exclusively
• Regardless of the topic, our work
is shot on the highest resolution
perceivable by the human eye.
• These are cinematic productions not
from the dated broadcasting world.

Image: Outside interview with
closed sidewalks, location permits,
and scripted dialogue for a visual
project preserving old homes.

Approve the three-year Professional Services Agreement with CV Strategie... Page 702 of 764 Main Project Spotlight: City of Sacramento
Goodsides was hired to assist the City of Sacramento with video production, website recommendations, concept development, and digital postcards. This was the first time that the Preservation Office worked with an agency of our caliber to tell the story of why preservation should be a public concern. Videos were formatted into:
ƒ Teacher Module (roughly 15 minutes)
Shot on 4K | Voiceovers | Local Talent | Entire SAC History ƒ Realtor Module (roughly 15 minutes)
Shot on 4K | Wireless Audio | Local Talent | Outdoor/Indoor Contract Amount: The City received a grant to complete two video modules, and we received 100% of the $27,000 allocated. Production dates spanned September and we finalized videos in January, 2022.

Soon after receiving the award, we structured the project around the power of video and had several conversations with City officials regarding the feasibility of certain shots, scenes, script details, and how they could best assist with the production. Pre-production took roughly 30 hours and led to a commissioned storyboard and script for both video modules. The scope of the production included one day for location scouting and 4 cinematic production days covering over 15+ locations. All services tied to video were successfully completed and approved after 160+ hours of post production.

Scheduling was handled using a budgeted pre-production coordinator and management process. All shots happened on “A” days (as opposed to alternative days) with the talent we had planned to use.

Similarly, edited footage was swiftly provided upon request.

The City paired our team with a local subcontractor, MJ Designs.

After this successful case study, we are now partners and bidding on regional projects together.

All Goodsides personnel were involved in Sacramento deliverables.

We managed to secure archival footage under the projected amount, with very little fees. The full NTE grant was observed without change orders.

Major Highlights
• Our Teachers Module won Gold
for 2022 Government Video from
Hermes Creative Awards.
• We understood the desired length,
voice, substance, audience, and
historical weight involved with these
productions prior to activating the
production phase.
• We brought various extras to the
table, including a Thank You video
for City officials to share with
volunteers.

Sample Link: https://youtu.be/8uBvgjMvBps
Postcard made from 4K footage
City of Indio | Video Services Category Proposal 10

Approve the three-year Professional Services Agreement with CV Strategie... Page 703 of 764 City of Indio | Video Services Category Proposal 11

Approve the three-year Professional Services Agreement with CV Strategie... Page 704 of 764 Proposed Work Plan
Video Strategy and Increasing Regional Awareness
Throughout Coachella Valley
Regional messaging - especially when targeting various
demographics - must be able to compete in the attention economy and encourage deeper discussions; we are at the forefront of this important work of garnering interest while so many are learning/ working from home and prime for targeting.

Estimate of Time Required
Goodsides has factored in 10 production days per year, plus ad hoc days requiring filming of b-roll and/or City council meetings.

Combining planning time, production days, and editing, we estimate roughly 750 hours per year.

Working with the Schedule Identified
All resources and personnel will be sourced from in-house (no subcontractors or rentals will be needed), therefore, quick turnarounds are possible. Along with shotlists and scripts, we promise high amounts of engagement, with a focus on distribution strategy, taking full advantage of pre-shot b-roll, archived still frames, archived historical assets (visual, auditory, etc.), volunteer/artist knowledge, and more. Logging and concurrent tasks will function to save us time for plenty of revisioning and collaboration on both production ends.

Anticipated Challenges and Mitigation Strategies
In 2022, we have seen that our city partners are over-stretched and already have an intense workload. Given this reality, we will not rely only on volunteers from stakeholder groups, but go outside of this commonly used pool to procure on-screen talent with more availability. Each volunteer will be properly compensated and commended for their efforts.

Our Process for Measuring ROI
Video is already the most impactful media form you can use to empower CTAs and kickoff campaigns in a real way. Using views and analytics, we can retarget segments of your population to boost ROI.

Quality Performance
• A strong cadence of progress and
update reporting will come from our
day-to-day.
• Non-shoots and activities such
as planning, scheduling, concept
ideation and storyboarding, will
occur remotely from our HQ where
we fine-tooth comb check quality.
• 24/7 availability and a fresh set of
KPIs, finalized after our first meeting.

Cost Control
• NTE observation and other cost
controls are always active.
• Our extensive partnerships ensure
the best pricing possible. We even
have a “fast food” pricing menu
for those quick productions not
requiring pre-production.

Responsiveness
• Same-day concepts and quotes.
• Requests are handled by our
executive team first; no assistant
taking calls or directing clients.
• We ensure each phase is met with
a formal commissioning process to
be responsive to SOW and contract
requirements.

Coordination with City Staff
• We have already laid the ground
work with local agencies.

WORK PLAN
City of Indio | Video Services Category Proposal 12

Approve the three-year Professional Services Agreement with CV Strategie... Page 705 of 764 Activities to Complete Video Goals
It is Goodsides’ intent to produce final products
that meet the objectives of City. To assure
achievement of this goal, adjustments to this
approach can be made. Services will be performed
by all team members and include:

PHASE 1 - TAILORED PRE-PRODUCTION
Laying the right groundwork is essential for
developing a great video. Pre-production is where
we strategize the game plan tailored to your
project. In collaboration with City stakeholders,
we establish the video concept, the look/feel, and
style. We write the script (or receive it from City
personnel), cast our talent, decide on the location
and set design, and lock down all of the other
details involved. Activities include:
ƒ Research, Consultation/Kickoff Meeting
ƒ Creative Approach Conceptualization, Scripting
ƒ Crew, Cast, Equipment for Voiceovers, etc.

PHASE 2 - PRODUCTION
Now that the roadmap has been developed, it’s
time to put it all together in front of the cameras.

This is where our professional crew of directors of
photography, camera operators, sound engineers,
and lighting technicians do what they do best - film
a great video. Activities include:
ƒ Shooting Cinematic Video
PHASE 3 - POST PRODUCTION
The editorial team shapes the story, making sure that
the video is on track with the City conceptual plan/
vision. On top of plain language tests, we will make
sure our video proofs hit the mark with regional
audience tests and listening parties. Importantly, we
will use b-roll libraries of your areas and demographics where possible to save time and costs, but also to
re-adjust scenes based on the above feedback.

At this stage, City will see their first cut. Activities include:
ƒ First Edit/Rough Cut
ƒ Second Edit
ƒ Voice Over, Subtitling, Translation, Transcription, ASL ƒ Picture Lock
ƒ Sound Mix, Color Correction, Graphic Design
PHASE 4 - FINAL REVISIONS
Once City has reviewed the first cut(s), stakeholders
will have ample time to share their thoughts with us.

Revisions are carefully managed using collaborative
tools, and revision histories are visible throughout this phase.

PHASE 5 - DELIVERY ON TARGET
Following sign-off and approval, we then create
high-quality files of your video(s) that can be used for various formats. We provide various platform-specific
dimensions and durations, as needed, without being
prompted for these custom specifics. Deliverables
include:
ƒ Closed-Captioning, ADA Compliance, etc.
ƒ Final Video Submission in All Formats Requested
ƒ Project Commissioning
ƒ Social Media Integrations and Hand-off with Digital
Workflow Notes

WORK PLAN
City of Indio | Video Services Category Proposal 13

Approve the three-year Professional Services Agreement with CV Strategie... Page 706 of 764 Client | Name of RFP/Q 14
City of Sacramento
Sean de Courcy, Preservation Director
916.808.2796
[email protected]
Plants 4 the People
Jake Fry, President and Executive Director
626.733.7749
[email protected]
3Fold Communications
Christie Pierce, Media Director
916.839.9371
[email protected]
References

REFERENCES
Los Angeles Public Library
Diane Olivo-Posner, Librarian
213.228.7481
[email protected]
Community Coalition
Glauz Diego, Director of Art + Culture
323.750.9087
[email protected]
The Power of Video
No other medium can inspire and shape
websites, web copy, and strategies
quite like video. Video moves fast
and communicates complexity in
seconds; this is why using Goodsides to
encourage wider engagement with City
resources and messaging is so critical.

Creative Samples

1. Los Rios Community Colleges (E/S)
https://youtu.be/SLWgV2rT7HE

2. Southwestern College Reel
https://youtu.be/YCzyFvDCres

3. Community Coalition Video
https://youtu.be/MGvSRofykoI
City of Indio | Video Services Category Proposal 14

Approve the three-year Professional Services Agreement with CV Strategie... Page 707 of 764 Downtown Sacramento, CA

SERVICES
✓ Grant Writing
✓ Program Evaluation
✓ Education Content
✓ DEI Historic Preservation
✓ Biz Operations Support
✓ Volunteer Coordination
3/24/2022
To Whom it may Concern,
MJD Greenlight Consulting (MJD Consulting) is a Sacramento based Strategic Program Development and Communications consulting firm, dedicated to connecting education leaders and cultural resources management providers to diverse stakeholders. We specialize in supporting local governments as well as small businesses and nonprofits led by people of color and women.

As the CEO, I am delighted to be writing this letter of support for Goodsides, LLC. I assisted the company on a City of Sacramento Public Awareness Education project for the Historic Preservation division in 2021 (RFP P21211221001.) As a subcontractor for the project, I appreciated the consistent communication the Goodsides team provided. Additionally, as a Northern California native, and 10-year resident of Sacramento, I found that they brought a new level of innovation to the Historic Preservation community of Sacramento, California. I was very impressed with the team’s professionalism, marketing, and planning of the project from scripts to story boards, and location scouting.

I often share with industry professionals that anyone can be a contractor, but to be considered a consultant you need to be flexible, a master problem solver, and open to innovation. The Goodsides team goes above and beyond for their projects and are true media consultant contractors.

I look forward to partnering again with Goodsides, LLC. on future projects for MJD Consulting as well as for our nonprofit CULTURPHORIUM, Inc. Should the opportunity present itself, I highly recommend working with Goodsides LLC.

Sincerely,
Me’Lisa James, M.Ed
CEO & Consultant
[email protected]
916-426-2012

CONTACT

www.mjdsac.com

MISSION
To connect education
leaders and cultural
resource management to
diverse stakeholders.

Approve the three-year Professional Services Agreement with CV Strategie... Page 708 of 764 03/23/2022
To whom this May Concern
I would like to recommend Goodsides LLC for considera>on of any future project with The City of Spokane. We recently had the opportunity to work with Louis and the en>re team from Goodsides for our Educa>onal Video Module which spoke to our community and highlighted our partnership with Contra Tiempo Dance.

Goodsides sets the bar for video produc>on as the filming surpassed our expecta>ons.

The team handled all aspects of the video interviews with passion and professionalism, and we were thoroughly impressed on the outcome of their work. We have great confidence that Goodsides can handle any project with any agency, and we are grateful for their tremendous ability to provide high quality video for our target audience, and we are happy to con>nue our partnership with them in the future.

Should you have any ques>ons about this recommenda>on please feel free to contact me at: [email protected].

Sincerely,
Glauz Diego
Director of Art + Culture
Community Coali>on.
www.cocosouthla.org

Approve the three-year Professional Services Agreement with CV Strategie... Page 709 of 764 510 E. Dalton Ave. Glendora, CA 91741
(909) 979-1625
[email protected]
85-1650319
March 24, 2022
To Whom It May Concern:

I am writing to recommend Goodsides LLC for your upcoming video production project. We recently worked with Goodsides to develop an introductory video for our organization. During the process of that video, the Goodsides team were professional, efficient, and dedicated to our project. They came out and spent a half day filming our organization in various settings, taking our ideas and then adding their expertise on how to best accomplish what we wanted. They then took the footage and edited it into two different videos that we were able to use for marketing early on in our organization. The end product was incredible, going above and beyond expectations to ensure a quality end result that we could use for many years to come.

A few of the specific details that stood out to me were their attention to detail, ensuring that every aspect of the production was to the highest quality. Their dedication to the project as they really invest in their work and try to understand the bigger picture, not just the individual project.

Lastly, their passion for what they do. Every member shows up with a smile and is enthusiastic about their work which makes the process of working with Goodsides easy and fun.

As we grow as an organization, we look forward to partnering with Goodsides again as they have played an instrumental role as we have started out. I highly recommend them and would be happy to answer any specific questions you may have.

Thank you,
Jake Fry
Executive Director, Plants 4 the People

Approve the three-year Professional Services Agreement with CV Strategie... Page 710 of 764 Proposal submitted for:

Communications and Marketing Services

CITY OF INDIO
Submission Date: November 14, 2022
VALID FOR 30 DAYS
Submitted By:

Ryder Todd Smith, Co-Founder & President

Approve the three-year Professional Services Agreement with CV Strategie... Page 711 of 764 City of Indio / Communications and Marketing Services / Version 1.0 Creative Services • Communication • Web • Social Media • Photography • Video • Design 2 Executive Summary
Thank you for the opportunity to present Tripepi Smith’s offerings in response to the City of Indio’s request for communications and marketing services. This proposal offers the full array of Tripepi Smith services related to delivery on the requested needs of the City.

Tripepi Smith is a team of over 40 communication experts—robust enough to offer experienced and effective professionals for the job, yet small enough to be nimble and responsive. We offer a spectrum of skills that allows us to match the appropriate resource to the task at hand, letting us execute faster and reduce engagement costs. These resources vary by both years of experience and core hard skills (graphic design versus videography versus writing versus social media, for example). The result: we have an ability to tell a complete story across mediums, all within our one team. The City will only need one communication partner.

Tripepi Smith is a force multiplier for the communication operations in cities across California. From Napa to Pismo Beach to La Cañada Flintridge to Carlsbad and out to Indian Wells, Tripepi Smith is actively working with dozens of city governments and public agencies. We gain insights from the breadth of our work and share that knowledge with our city clients. No other communication firm has the city client depth and diversity that Tripepi Smith offers. Our firm is unique, mixing technical prowess and policy competency, which yields key advantages:

1. No other public affairs firm in California (that we can find) has the certifications in social media and digital platforms that Tripepi Smith has. These certifications evidence our superior understanding of these platforms.

2. The breadth of Tripepi Smith’s team—from policy to photography and videography—is rare. This experience benefits each of our clients as we can consolidate practical field experience to deliver insights and ideas for each new client.

3. Tripepi Smith’s work with dozens of public agencies and municipal partners positions our team to communicate about the spectrum of issues known to local governments. Moreover, team members understand how to relate these issues to all stakeholders, including city staff, city council members and residents.

We look forward to the opportunity to help tell the story of the City of Indio for the benefit of its residents, businesses, partners and visitors.

Respectfully,
Ryder Todd Smith
Co-Founder & President
Tripepi Smith & Associates, Inc.

PO Box 52152, Irvine, CA 92619
(626) 536-2173 • [email protected] • FAX: (949) 679-8371

Approve the three-year Professional Services Agreement with CV Strategie... Page 712 of 764 City of Indio / Communications and Marketing Services / Version 1.0 Creative Services • Communication • Web • Social Media • Photography • Video • Design 3

TABLE OF CONTENTS
Table of Contents .......................................................................................................... 3 Firm Background & Experience..................................................................................... 4 Company Overview....................................................................................................... 6 Project Team ............................................................................................................... 11 Tripepi Smith Team ..................................................................................................... 15 Samples of Work ......................................................................................................... 16 Proposed Scope of Work ............................................................................................ 17 Cost Proposal .............................................................................................................. 22 References ................................................................................................................... 29 Appendix A: Certificates of Insurance......................................................................... 30 Appendix B: Resumes ................................................................................................. 31

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FIRM BACKGROUND & EXPERIENCE
Projects of Similar Scope
Tripepi Smith is currently actively engaged with dozens of local government agencies throughout California.

The following are just four sample engagements that align with the services and scope the City has indicated it could need help with.

1. In the City of Duarte, Tripepi Smith works with the city manager’s office in a broad and consistent engagement to advance communications and augment the work of staff. The baseline engagement includes writing press releases and articles, updating the City website, managing social media, redesigning and creating the quarterly City News newsletter, developing a style guide, hosting quarterly strategy meetings with department heads, delivering monthly metric reports, advising staff on the City’s upcoming website redesign and auditing City communications in an express assessment report. Duarte previously engaged Tripepi Smith for its first communications assessment as well as for videography, photography, drone, graphic design and email marketing services.

Date Completed: Ongoing retainer

2. Tripepi Smith has been engaged with the City of La Cañada Flintridge (LCF) for more than six years as their contract PIO service. LCF is a small contract city with less than 30 full-time staff.

They contract for an array of services, such as public safety, engineering and inspection services. LCF conducts weekly phone calls with Tripepi Smith to plan communications regarding upcoming community issues and for social media posts. Tripepi Smith monitors community Facebook groups to identify emerging issues early on. A core deliverable of our engagement is a quarterly newsletter that is mailed to every household in the city. The LCF Vista is a three-panel, 8.5” x 11” format newsletter that the City completely relies upon Tripepi Smith to produce. Tripepi Smith plans the editorial calendar with senior leadership, interviews subject matter experts to write the stories, designs all layout and custom graphics, and lastly, manages the printing and mail house process to ensure timely delivery to residents. This print newsletter is one of the primary drivers for community education and outreach. In late 2019, LCF selected Tripepi Smith as its website developer of choice through an RFP process. Our team executed and launched a new WordPress website for the City. LCF has also called on Tripepi Smith for additional graphic design, custom stock photography, video production and video livestreaming to social media.

Date Completed: Ongoing retainer; website redo (December 2019)

3. The City of Indian Wells has engaged Tripepi Smith on a retainer basis to provide project management, social media management, monthly metrics reporting, graphic design support, content production, website content updates and strategic communications planning.

Date Completed: Ongoing retainer

4. Tripepi Smith works with the City of Palm Desert on RCV Education, which includes identifying and targeting appropriate community members and groups for engagement, conducting

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Date Completed: Ongoing T&M agreement

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COMPANY OVERVIEW
Tripepi Smith excels at public affairs. We work in a complex environment where successful communications go hand-in-hand with marketing and technical expertise. As a full-service public affairs and creative services firm, Tripepi Smith delivers strategy, outreach and design tailored for local government, public agencies, nonprofits and private companies—each strongly represented in our client list.

At Tripepi Smith, experienced Directors and Analysts drive strategy and implement messaging. Full-time creative professionals generate compelling branding, websites, design, social media, photography and video.

The collaboration between Creative Services and Analysts keeps communications engaging and on-message, and a diversity of skillsets and expertise allows Tripepi Smith to offer clients exactly the level of service they need.

Grounded in civic affairs: Co-founder and CFO Nicole Smith is a 2nd-generation civic affairs professional (her father was a city manager for 30 years). Meanwhile, co-founder and president of Tripepi Smith, Ryder Todd Smith, brings over a decade of public agency marketing and communications experience to the table.

Legal Structure and Financial Matters
Tripepi Smith is a California S Corporation. Ownership is equally split between Co-Founders Nicole D. Smith and Ryder Todd Smith.

Tripepi Smith has been incorporated since 2002 and has generated a profit every year it has been in operation. We have never had a legal claim filed against us and have never failed to fulfill a contract commitment.

Implementing Strategy and Engaging Audiences
Tripepi Smith recognizes the important interplay of public affairs and design. It’s about presenting ideas that advance communities and public institutions. An important corollary to this is providing the creative services that can build materials to engage audiences and make ideas resonate. Tripepi Smith’s multi-faceted design team enables us to reach these goals and lead effective creative strategy.

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Tripepi Smith is a provider of technology, communications and public affairs services. We leverage our skills and experiences in each of these areas to deliver efficient, technologically driven communication solutions that reflect our deep understanding of local government.

Our team has a strong record of working with public agencies, joint powers authorities and not-for-profit organizations throughout California to better engage and connect with their stakeholders and community.

Creative
Tripepi Smith’s creative professionals have worked with public and private clients on imagery, colors and graphic design in an array of projects. Our firm offers creative services that address not only traditional media such as print, websites, logo design and advertising but also non-traditional marketing services around email campaigns, social media, blogging, SEO, video production and more. This integrated approach to content development makes the process more efficient and more effective for clients.

Content x Distribution = IMPACT
Tripepi Smith was born in the digital era and brings significant technical skills to the table. Members of our team carry technical certifications in Hootsuite Social Media Marketing, Facebook Blueprint, Google Advertising, Google Analytics and Twitter Flight School, among others. We take digital seriously and recognize how critical it is to not only develop great visuals and messaging, but to ensure the audiences we want to reach actually see that content. Without content distribution, there is no impact. “…solutions that reflect
our deep understanding
of local government.”

Approve the three-year Professional Services Agreement with CV Strategie... Page 717 of 764 City of Indio / Communications and Marketing Services / Version 1.0 Creative Services • Communication • Web • Social Media • Photography • Video • Design 8 Our Services
Strategy, Marketing, Communications
Strategic development, research,
surveys, messaging
Social media management
Web and social media strategy,
optimization (SEO), metrics
Web hosting and support
Email campaigns
Relations (media, stakeholders,
public, government)
Support and training for events,
presentations and virtual gatherings
Google AdWords, LinkedIn and
Facebook advertising
Creative Services
Full-service graphic design for
digital, print and outdoor
Brand and logo development
Content generation, writing and
editorial
Output services (digital distribution,
print management, mail
management)
Photography, illustration and
information graphics
Video and animation
Web design and implementation

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Tripepi Smith has been selected to work with over 120 local government agencies to help with their communication efforts. We can provide you with contacts at any of these clients if desired and are confident you will find them to be quite happy with our services. City or city-related clients we are actively supporting are bolded.

California City Management
Foundation
City of Aliso Viejo
City of American Canyon
City of Azusa
City of Baldwin Park
City of Bellflower
City of Benecia
City of Burlingame
City of Claremont
City of Coronado
(City of) Culver City
City of Cupertino
(City of) Daly City
City of Danville
City of Duarte
City of El Cerrito
City of Fountain Valley
City of Foster City
City of Fullerton
City of Gilroy
City of Grover Beach
City of Hawaiian Gardens
City of Huntington Beach
City of Hercules
City of Indian Wells
City of Industry
City of Irvine
City of La Cañada Flintridge
City of La Palma
City of La Puente
City of La Verne
City of Lake Forest
City of Laguna Hills
City of Laguna Niguel
City of Lancaster
City of Livermore
City of Lomita
City of Lynwood
City of Manhattan Beach
City of Manteca
City of Martinez
City of Millbrae
City of Morgan Hill
City of Murrieta
City of Napa
City of Norwalk
City of Orange
City of Orinda
City of Palm Desert
City of Palmdale
City of Paramount
City of Pismo Beach
City of Placentia
City of Pomona
City of Rancho Palos Verdes
City of Rancho Mirage
City of Riverbank
City of Rolling Hills Estates
City of San Clemente
City of Santa Ana
City of Santa Clarita
City of Santa Cruz
City of Santa Paula
City of Saratoga
City of South Gate
City of Tracy
City of Vallejo
City of Vista
City of Walnut
City of Westlake Village
Town of Windsor
County of Merced
County of Fresno
County of Sonoma
County of Santa Barbara
County of Kings
California Contract Cities
Association
CalChoice Energy CCA
California Joint Powers Insurance
Authority
Claremont McKenna College
Scripps College
Costa Mesa Sanitary District
El Toro Water District
Independent Cities Association
Independent Cities
Finance Authority
Institute for Local Government
League of California Cities
Municipal Management
Association of
Northern California
Municipal Management
Association of
Southern California
Orange County City
Manager Association
Rowland Water District
San Gabriel Valley City
Managers’ Association

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Tripepi Smith is firmly committed to the local government world and actively supports the local government association and professional staff who make cities work. Our sponsorship and affiliation with professional industry groups includes:

California City
Management Foundation
California Association of Public
Information Officials
League of California Cities
California Contract Cities
Association
Independent Cities Association
Orange County City Manager
Association
Cal-ICMA
San Gabriel Valley City
Managers’ Association
Municipal Management
Association of Northern
California
Municipal Management
Association of Southern
California
Institute for Local Government
University of Southern California
City/County Management
Fellowship

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It is anticipated that Danielle Rodriguez, Business Analyst, will be the project lead. Danielle will handle logistics, coordination and project management. Under Principal Ryder Todd Smith, Senior Business Analyst Kaitlyn Wu will act as account and strategy lead. Ryder will also provide his cell phone number to staff and remain available to provide 24-7 to answer questions, develop strategies and otherwise advance the engagement. Junior Business Analysts David Gushue and Luis Verdin will provide website content support, agenda management, editorial calendar maintenance, social media coordination, social media and media monitoring, city council agenda scanning, writing support, metric dashboard creation and other duties as assigned. Junior Business Analyst and Videographer Josiah Solis will provide videography services, and Junior Business Analyst and Photographer Amy Gallagher will provide photography services.

Of course, Tripepi Smith is a collaborative firm, with many available skillsets. Resources will be brought to the table when necessary to aid the City in telling its story.

Ryder Todd Smith Kaitlyn Wu Danielle Rodriguez
David Gushue Luis Verdin Josiah Solis
Amy Gallagher

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Team Member Role Description
Ryder Todd Smith
Principal
Role: Strategy
Based in Tustin, CA

Ryder has over 20 years of experience in government relations, technology and marketing. As president, he leads Tripepi Smith and is the ultimate project owner of its clients, which span over 90 public, private and non-profit agencies. Ryder is also the creator of the City Internet Strategies Study, publisher of the Civic Business Journal and a frequent speaker on the local government circuit. Additionally, his insights have been published by industry-leading publications, such as Western City Magazine and Public Management Magazine, and local government professional organizations, such as the California City Management Foundation and Municipal Management Association of Northern California have recognized and awarded his support as a longtime partner.

Before Tripepi Smith, Ryder served as a senior vice president of operations and chief information officer for a software-as-a-service startup in the financial services sector. Prior to that, he was the technology manager for a regional staffing firm.

Ryder is a former planning commissioner for the City of Tustin. He resides in Ladera Ranch with his wife, daughter (who is currently away at college) and dog.

Kaitlyn Wu
Sr. Business Analyst
Role: Account
management lead

Based in Riverside, CA
Kaitlyn is a seasoned outreach professional with more than seven years of experience in public sector communications and higher education outreach. Throughout her career, Kaitlyn has spearheaded content strategy and copywriting for newsletters, annual reports, websites, social media, op eds and more. In addition, she has managed water education programs and workforce development initiatives for K-12 students and beyond. Through strategic communication efforts, Kaitlyn helps organizations educate stakeholders and produce positive change within their communities.

Kaitlyn is a certified Hootsuite Social Marketing Professional and holds the J. Lindsey Wolf Certificate in Communications from the California Association of Public Information Officials (CAPIO). In addition, she has completed CAPIO’s Emergency Communications Academy, hosted in partnership with CalOES. Her clients include Santa Clarita Valley Water Agency, City of American Canyon, City of Napa, City of Downey and City of Jurupa Valley.

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Business Analyst
Role: Project
management lead

Based in Los Angeles,
CA
Danielle has previous experience in several industries: transportation, public affairs, and non-profit. She graduated from California State Polytechnic University, Pomona (Cal Poly Pomona) with a Bachelor of Science degree in Communication with a minor in Public Relations. She developed her leadership and writing skills at Cal Poly Pomona with on-campus experience as Sports Editor of Cal Poly Pomona’s campus newspaper, The Poly Post, and as a Public Relations Intern for Patti Stanger from Bravo’s “Millionaire Matchmaker.” After graduating, Danielle developed her media and community relations skills at Metrolink and Arellano Associates, where she provided strategic communication support for transportation, private and non-profit clients. She has specific experience with large capital projects where she has addressed proactive communications, staffed hotlines and developed routine processes to receive public feedback and address community concerns.

Danielle is a certified Hootsuite Social Marketing Professional. Her clients include Foster City, City of Manteca, CalChoice and City of Duarte.

David Gushue
Jr. Business Analyst
Role: Website
Management and
Updates

Based in Upland, CA
David brings a strong background in creative writing and storytelling with experience in both marketing and social media across several different industries. He is a graduate of Claremont McKenna College (CMC), receiving honors in both disciplines of his double major in Philosophy, Politics, and Economics; and Literature B.A. He also received the Senior Award for Best Thesis in Literature for his short story collection “Devil in a New Dress Shirt.” Likewise, David served as a Head Consultant for the Center for Writing and Publics Discourse on campus where he grew immensely in both his writing and tutoring practices. Outside of CMC, David served as a Marketing and Media Intern for Red Hen Press where he curated skills in social media marketing and content production.

David is a certified Hootsuite Social Marketing Professional. He will be utilizing his expertise in writing for several of Tripepi Smith’s clients.

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Jr. Business Analyst
Role: Project Support

Based in Upland, CA
Luis is a marketing professional with a versatile set of skills including graphic design, account management, marketing strategy and more. With a degree in Psychology and Philosophy from Claremont McKenna College, Luis is passionate about exploring the interaction between creative and analytical aspects of marketing. Luis has honed his marketing skills through previous internships and mentorships where he worked with clients such as BlocPower, Circuit and Walgreens. Luis is also bilingual in the Spanish language.

Luis is a certified Hootsuite Social Marketing Professional.

Josiah Solis
Jr. Business Analyst
Role: Videography

Based in Los Angeles,
CA
Josiah is a graduate of Biola University where he earned a Bachelor of Arts in Cinema and Media Arts. During his time at Biola, Josiah learned valuable skills in directing, writing and video editing. Josiah is passionate about communicating the stories of clients in the most visually compelling way. Josiah has visited five different countries to provide videography services on behalf of humanitarian efforts. Josiah also has experience as a digital imaging technician and editor for an independent motion picture in Gonaives, Haiti, where he learned cross-cultural skills while working with American and Haitian industry professionals.

Josiah is a certified Hootsuite Social Marketing Professional. His clients include the City of Fullerton, City of La Cañada Flintridge, and City of Paramount.

Amy Gallagher
Jr. Business Analyst
Role: Photography

Based in Santa Ana,
CA
Amy is a detail-oriented individual with a background in journalism, photography and social media management. She graduated from California State University, Long Beach with a Bachelor of Arts in Journalism. During her time in college, she gained experience with writing, photojournalism and content creation. She developed her marketing skills through her internship at Segerstrom Center for the Arts where she worked alongside the Center’s marketing team to effectively communicate with their audience through social media.

Amy is a certified Hootsuite Social Marketing professional. Her clients include the City of Culver City, City of Manteca, City of Duarte, California City Management Foundation, ICMA and ICFA.

Resumes for this team and all team members who may be assigned to the City’s engagement are included as Appendix A in the back of this response.

Of course, Tripepi Smith is a collaborative firm, with many available skillsets, with each available as needed to aid the City of Indio in telling its story.

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Additionally, sometimes for video work, printing, niche website development needs or mailing we may use subcontractors. These are often determined at the time of the need, so it is difficult to predict who that will be. However, here is a list of potential firms or people we routinely subcontract with:

InfoSend – Print and Mail House Services
DLS Printer Services – High-end Printing for Collateral Emily Baker – Voiceover Work

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The following examples highlight work that speaks to the scope of work.

Specially Curated Portfolio of Work Available at:
https://www.tripepismith.com/indio/
We encourage you to see all the work we have done for clients through our online portfolio at www.TripepiSmith.com/Work

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Tripepi Smith begins all engagements with a kickoff meeting with the client to: introduce personnel to one another, define Key Performance Indicators (metrics, goals and timelines); review project management processes and tools; and ensure each team member has a full understanding of their responsibilities.

Tripepi Smith primarily uses the following tools to manage projects:
• Google Suite for email, creating real-time collaborative documents and instant messaging; • DialPad or Zoom for conference calls;
• Sprout Social for social media management;
• Meltwater for social media and media monitoring;
• Mavenlink for project/task management, internal project status updates and time entry.

These project management tools enable project manager(s) to quickly determine a project’s budget status, review the schedule of tasks and send rapid notifications to the whole team if issues arise.

Outside of regular check-in calls, the City may contact Kaitlyn Wu, account manager, with any questions, requests or issues. Kaitlyn will then swiftly relay instructions to the rest of the team. Should a serious issue arise that could impact a deliverable, she will arrange a meeting with all team members to discuss potential solutions. For example: if more resources are needed to execute on a deliverable or speed up a process, Tripepi Smith can immediately tap into its internal talent pool.

Principal Ryder Todd Smith will also be available 24-7 to address the City’s needs.

Fixed (One-Time) Deliverables

Communications Assessment
Tripepi Smith’s Communications Assessment Suite offers three approaches for organizations seeking to understand their existing outreach processes and tools before charting a new path forward. The research that goes into each of these reports and the depth of the interview process varies. This chart provides a comparison of the three options.

Full
Communications
Assessment
Express
Communicatio
ns Assessment
Platforms
Review
Estimated Cost $51,220 $20,020 $9,750
TS Resources
Principal,
Director,
Business Analyst,
Junior Business
Analyst(s)
Director,
Business
Analyst, Junior
Business Analyst
Business
Analyst,
Junior
Business
Analyst
Max. # of interviews with Staff 12 8 2
Max. # of interviews with Board Members 5 0 0
Max. # of interviews with Key Stakeholders 5 0 0
Department Communications Documentation

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Website Platform Review
Social Media Platforms Review
Key Observations
Presentation to Senior Staff
Brand and Identity Evaluation
Presentation to Board Members
Executive Summary Report Version
Max. # of Drafts 2 (First Draft,
Final)
2 (First Draft,
Final)
2 (First Draft,
Final)
Approximate Report Length 60 Pages 25 Pages 15 Pages
Approximate Project Timeline 6 Months 3 Months 2 Months

Retainer Engagement
Bi-Weekly Check-In Calls & Content Planning
To coordinate our efforts with City Staff and sustain momentum on projects, Tripepi Smith will schedule a recurring, one-hour bi-weekly phone call that will include a City-designated lead for our engagement. These weekly calls will help drive content planning for various communications channels, including website articles, press releases and social media posts and stories. Call content will focus on story plans, new issues or concerns that need to be communicated, identification of major themes or ideas to address in the coming weeks, review of recent media mentions and social media comments and sharing of communication opportunities uncovered from scanning city council agendas. This will be a working call during which Tripepi Smith will manage an agenda and provide notes for each call. After each call, the client will receive an action summary email about decisions made on the phone call and related action steps. We will produce work, such as press releases and article drafts, in a shared workspace where the City can see our progress in real time and provide instant feedback as needed. These tools allow for enhanced collaboration and expedite the production process.

Social Media Management
Content Creation: Social media content creation involves: planning, fact-checking, sourcing graphics, grammar checking and scheduling the post. Tripepi Smith will create up to three (3) posts per week over the course of a month (or generally 12 a month) and distribute them on up to five (5) platforms (e.g. Facebook, Instagram, Twitter, LinkedIn, Nextdoor).

Monitoring: Tripepi Smith will monitor inboxes for questions and comments. When appropriate, responses will be drafted, which will occasionally require fact-checking and seeking out guidance from the City.

Additional: Our work also includes optimizing social media accounts to boost performance and keeping up to date on the latest social media platform updates and options. Boosted posts and targeted ads are also helpful in disseminating information to community members, and Tripepi Smith is fully capable of running and tracking these paid campaigns (fees to be agreed upon and paid by the City).

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Each month, Tripepi Smith will provide a summary report in PDF format of the basic metrics (reach, posts, engagement, etc.) related to City-controlled social media platforms and other key metrics if available, such as website visits and e-newsletter platform metrics. This will help us evaluate the success of our efforts as well as serve as an ongoing feedback mechanism for gathering valuable insights that can help inform ongoing communication strategy.

Public Relations (News Articles & Press Releases)
Tripepi Smith can draft news articles, press releases and/or official statements, which are typically up to five hundred (500) words in length. The City would direct the allocation of stories with Tripepi Smith’s suggestions, making internal subject matter experts available to aid the development of the stories when needed. Additionally, this assumes the City would provide a media and external agencies notification list for use by Tripepi Smith where a press release scenario is desired. The City would also facilitate timely approval of quotes in the release when connected with City Staff or City Councilmembers.

Quarterly Communications Calendar Planning Sessions
The main goal during these two-hour meetings is that each department identifies key communication opportunities and wins to celebrate in the next 6-12 months. We document all this into a shared spreadsheet/editorial calendar that can then serve as a roadmap for the organization to track communications opportunities–or to hand off to the communications team to execute. The exercise breaks down barriers between departments and often helps senior staff recognize communications opportunities they were simply unaware of before. The process also includes Tripepi Smith preparing and giving a presentation that covers notable communications wins to review what has worked well. We conduct these meetings on a quarterly basis to refresh our 12-month calendar and stay apprised of the upcoming communication priorities.

Additionally, Tripepi Smith will curate a content calendar with staff that can be shared with media contacts.

Graphic Design
Tripepi Smith uses Canva extensively for basic social media graphics and therefore can use our Junior Business Analyst resources for that work. Where more extensive design is requires, Tripepi Smith has an Art Director, Senior Graphic Artists and Graphic Artists. In our experience, these costs can vary widely based on iteration count, number of pages of content to layout or desired number of logo options or extent of a particular branding process. In all cases, we assume written content is being provided; this estimate is for design costs only.

Optional Retainer Add On Work: Newsletter

Monthly / Quarterly Newsletter
Digital Newsletter:

Tripepi Smith has email marketing design experts with access to the complete Adobe Creative Suite to make any Constant Contact email template stand out. We will create one email template inside of Constant Contact for monthly or quarterly newsletter use. Email is another avenue to distribute the news article content that is created every month; it’s inexpensive, prevalent and a solid way to reach engaged residents. We can use existing email lists collected from the City’s utilities and/or Parks & Recreation. The scope of the digital newsletter includes writing up to seven articles to build the content for what will actually go in the newsletter.

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Print Newsletter:

Alternatively, Tripepi Smith can perform the same process as above, but lay out the newsletter in a PDF format that is also intended to be printed, and we can collaborate with a local print shop to have the newsletter delivered via mail. Our proposed pricing does not include pricing for the printing and postage fees. As a starting point for price consideration, Tripepi Smith has used our La Cañada Flintridge newsletter as the reference point for discussion. Tripepi Smith produces these quarterly tri-fold newsletters for clients like the City of La Cañada Flintridge, in which we develop up to seven articles highlighting key City events, accomplishments and features. These newsletters are carefully curated and designed with the support of our graphic design team.

Tripepi Smith can also provide in house Spanish translation and reformat the newsletter accordingly for a PDF format. For the digital format, we can write a native Spanish version, and then rely on the language translation on the City’s website to handle the Spanish version.

The layout in PDF format and handling with a printer is more involved, complicated and demands more graphic design time, so the price for a print edition is more expensive than the email delivery format. The exception to this is if you want us to deliver a PDF version, but then we use an email for distribution.

Ad Hoc Work (Time & Materials Basis)

Community Sentiment Analysis
To kick off community outreach efforts, Tripepi Smith recommends collecting community feedback using FlashVote, an automated scientific community survey technology that would provide actionable input on any pertinent community-oriented initiatives. FlashVote is inclusive for residents who want to participate, with communications by email, text and phone call, plus multiple language options. By collecting community feedback, Tripepi Smith can help the City engage with residents more effectively on future City projects, events, and more.

Here is an example response format that uses survey results for outreach on community branding:
https://www.flashvote.com/arlington-tx/surveys/city-branding-07-19?filter=local Fees for FlashVote are not included in our proposal. While Tripepi Smith has no financial interest in FlashVote, we do note that the co-founders of Tripepi Smith have personally invested in the platform.

Website Management
Tripepi Smith offers support options to make it easier for our clients to manage their websites. This can include items such as performing maintenance on the site, upgrading to the latest software for better security,

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Community Event Support
Tripepi Smith can dispatch junior level, bilingual resources to staff community events in-person to support community outreach, community booths at events and other needs as requested in the RFP.

Event Planning
For City sponsored events such as town hall meetings and park dedications, Tripepi Smith will assist with logistical details and marketing each event to the appropriate audience. Tripepi Smith can use social media platforms, digital or printed flyers and custom graphics to advertise events based on the needs of the City.

Quarterly Photoshoot
Assumes an eight-hour day, with two-hour pre-planning, travel time, post-shoot photo editing, delivery to client photo portal. This includes all equipment fees – except drone work – and uses a Senior Graphic Artist / Photographer to complete the work.

Video Production
Assuming that Tripepi Smith handles all work, and the video involves scripting, use of teleprompter, full camera setup, a single day of production shooting, b-roll shooting on same day, pre-planning, postproduction video editing, music licensing, voice over, transcription and upload to appropriate channels.

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Tripepi Smith is proposing a potential scope of work based upon our reading of the RFP request. We remain open to discussing this scope and further refining the scope and related pricing in conversations with the City as these matters can be highly complex to merely convey in a written format.

Estimated Cost of Retainer Engagement
Deliverable Quantity/Notes
Bi-Weekly Strategy Discussions Leverages Senior Business Analyst and Junior Business Analyst
Conduct bi-weekly client check-in calls,
provide check-in call recap outlining action
items and deadlines, advise on media
relations and strategy
Max. of 60 minutes per call
TOTAL TASK COST $2,255.00
Social Media Management Leverages Junior Business Analyst with occasional support from Senior Business Analyst
Create and publish social media post
content
Up to 3 unique posts per week
Social media graphic design included
English only
TOTAL TASK COST $2,375.00
Monthly Metric Reporting Leverages Junior Business Analyst with review support from Senior Business Analyst
Produce regular report on key performance
metrics for external communication
channels: social media, email, etc.
1 report per month (PDF file)
TOTAL TASK COST $685.00
Public Relations Leverages Junior Business Analyst with review support from Director
Produce News Articles and/or Media
Releases
Note that If the City asks Tripepi Smith to
write a quarterly or monthly newsletter then
this aspect of the retainer could be
absorbed into the newsletter fees as we will
be writing articles for that newsletter.

Up to 2 per month
May rely on staff for subject matter expertise

TOTAL TASK COST $725.00 per article / press release or
$1,450.00 for this retainer estimate

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Quarterly meeting with Dept. heads to plan
next year of communication opportunities
and update Content Calendar
1 meeting every 3 months
Max. of 2 hours per meeting
TOTAL TASK COST $660.00
Graphic Design Leverages graphic designer
City may leverage graphic design hours for
social media, digital templates, other
design needs etc.

Max. 10 hours
TOTAL TASK COST $1,200.00
TOTAL MONTHLY COST $8,625
Cost Estimates for Optional Fixed Price Add On Work
Monthly / Quarterly Newsletter

Develop, design and render a PDF or Email
Format newsletter with options for digital &
email distribution through Constant
Contact or a print tri-fold newsletter with
Spanish translation.

Our pricing is based on the example of the
La Cañada Flintridge newsletter we have
included in our example materials. This
format is a 8.5 x 11, 6-panel trifold format
for the PDF. Alternatively, we have
proposed a Constant Contact solution for
an email-only layout.

Leverages Junior Business Analysts with support
from Graphic Designer and a Senior Business
Analyst for Editorial Planning and QA
Up to 7 articles per edition
300-500 words per article
TOTAL TASK COST $4,150.00 Digital Edition
$5,610.00 Print Tri-Fold Edition
Additional $902.50 Spanish Translation Version
Separate Constant Contact Fees: $600-$1500 per
Year (depending on contact count)
Printing and Postage Fees Separate

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As media and technology are constantly evolving, organizations are trying to find the latest and greatest ways to tell their stories and find out what others are saying about them. To stay ahead of the curve, Tripepi Smith invested in Meltwater, an enterprise-class comprehensive media monitoring solution. Meltwater enables communications professionals and organizations to streamline their media monitoring, reporting, analytics and more.

Meltwater allows users to monitor media mentions, create newsletter summaries and share summary reports on insights—all in one platform. Whether you want to keep track of news articles mentioning your organization or find a list of media contacts, a combination of Tripepi Smith professionals and the Meltwater tool can meet your needs.

In addition to the customization of searches and convenient content newsletters, Tripepi Smith can use Meltwater to create digestible and comprehensive insight reports on the sentiment, location and top sources of content you are monitoring. These reports can help inform decision-making on communication matters within your organization.

BASIC PACKAGE EXTENSIVE PACKAGE
Monthly Cost $495 $825
Custom Content Streams – News 1 3
Custom Content Streams – Social Media 1 3
Automated Media Digest Frequency Weekly Daily
Analytics Dashboard Frequency Monthly Weekly
Additionally, offers add-ons including:

Media Contact List: $250/ list
Additional Content Stream: $275/ month
Services for non-Meltwater subscribers: $330 base + add-on service(s) cost

Retainer Billing
Tripepi Smith will email an invoice to the designated email address(es) of the person overseeing our contract and will accept payment by check. Preference is for payment with net 30-day terms. The retainer invoice will be mailed on the 15th of each month for that month’s services.

Learn more about our media intelligence services at www.Tripepismith.com/Media-Intelligence

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Tripepi Smith is providing our hourly rates for the full array of our resources to support City communication efforts. Examples of these ad hoc projects include but are not limited to video production, photography services, virtual meetings/events, website development and a wide array of graphic design and branding services. We propose time and materials rates here so we can be responsive to other needs that arise that are not best accounted for in a monthly retainer. Tripepi Smith has proposed a retainer agreement of $8,625.00 per month. Based on the budget outlined in the RFP, the City would have $46,500 total or $3,875 per month remaining to leverage Tripepi Smith’s selection of Ad Hoc services.

Cost Estimates for Ad Hoc Work
Activity Price Notes
Quarterly Photoshoot $2,920-$4,520 / Shoot Not inclusive of travel expenses.

Drone Operations ~ $1,425 / Shoot Not inclusive of travel expenses.

Video Production ~ $4,325 / Video + Not inclusive of travel expenses. Pricing varies with
complexity of the shoot and
duration of the video.

Media Intelligence Services /
Meltwater Media Monitoring
$495-$825 / Month Options detailed in table
below.

Community Outreach FlashVote Pricing Initial survey recommended.

Event Planning Ad Hoc Rates As needed basis, size of the event could greatly affect the
pricing
Website Content Management $650 to $1200 Ad Hoc Rates to address a range of Granicus content
management and website
support needs. Estimated fees
for each month depend on
volume of changes, needs for
technical support
management and feature
rollout.

Community Meeting and Event
Support
$700+ / Event Tripepi Smith can deploy a
dual-language
English/Spanish speaker to be
onsite for designated
community events to staff a
booth or otherwise support inperson outreach events.

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Any requested ad hoc work will be invoiced at the end of the month in which the work was done. Terms are net 30 days.

Fixed price project work will be invoiced per the above noted payment schedule. This will also be net 30 days.

Time & Materials Billing
For ad hoc work, time at Tripepi Smith is billed in 15-minute increments – i.e. we invoice our time in the following examples: 1.25, 0.75, 4.0 or 6.5 hours.

Annual Increase
Tripepi Smith will increase the hourly rates and retainer fees for all resources by five percent (5%) or the national CPI index–whichever is higher-each year on the anniversary of the contract, starting in the calendar year 2023.

Retainer Discount
When client monthly retainers exceed six-thousand-five-hundred dollars ($6,500) a month, they have access to our reduced Hourly – Retainer rates noted below. Otherwise, any ad hoc work done outside the scope of the Retainer would be at the Hourly – Standard rates.

Title Resource Hourly - Standard Hourly - Retainer
Principal $330.00 $290.00
Director $220.00 $185.00
Art Director $220.00 $185.00
Senior Business Analyst $175.00 $150.00
Business Analyst $120.00 $100.00
Junior Business Analyst $95.00 $80.00
Senior Videographer/Animator $175.00 $150.00
Photographer/Videographer $120.00 $100.00
Senior Graphic Designer $160.00 $135.00
Junior Graphic Designer $120.00 $100.00
Web Developer $175.00 $150.00
Drone Operator $175.00 $150.00

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Because Tripepi Smith offers a broad set of services, including extensive content production, we have some other content production-related fees that may come up during our engagement that we want to tell you about.

Travel Costs
Travel costs must be pre-authorized and then will be reimbursed by the City for any requested travel. Travel costs to be covered are for airfare, lodging and car rental. If Tripepi Smith is requested to be onsite, we will invoice for travel time at half rate of the resource’s applicable Hourly Rate.

Equipment Costs
Tripepi Smith offers some services that require equipment, such as drone operations and video production.

As such, in those cases, the following rates apply:

Title Half Day Full Day
Video Equipment $350 $550
Drone Equipment N/A $500
• Five-hundred-fifty dollars ($550) for a full day of video equipment use (includes full set of video equipment). Full day is defined as a shoot lasting four (4) or more hours. • Three-hundred-fifty dollars ($350) for a half day of video equipment use. Half day is defined as anything under four (4) hours of video production. All such expenses will be authorized by the Town prior to fee being assessed.
• Five-hundred dollars ($500) per day drone fee applies and is not inclusive of the drone operator time (Drone Operator rate).

Service Fees
Title Client Pays Directly Client Reimburses TS
Print costs, digital advertising, media
placement, voiceover/captions No Fees 10%
Typically, Tripepi Smith prefers to have service providers bill the client directly to avoid additional administrative costs and because we have no economic interest in the service provider selection. If Tripepi Smith is asked to pay the bill for the client, we will apply a ten percent (10%) agency fee to the reimbursement expense. Typical services include, but are not limited to:

Print Costs: Tripepi Smith is happy to use a printer of the client’s choosing for print production work, or to recommend a printer with whom we have experience.

Digital Advertising: Tripepi Smith is a Google Partner and Constant Contact Solution Provider and has Facebook Certified staff. We consider digital platforms to be a cornerstone element of any outreach strategy; often this comes with digital advertising fees.

Media Placement: Tripepi Smith can help liaise on behalf of the Town for advertising space within various mediums, such as newspapers, magazines or websites.

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Tripepi Smith Partnership Discounts
Tripepi Smith has financial interest in certain related entities. These partnerships allow Tripepi Smith to offer clients extra media reach or additional services at partner pricing. Partnerships include:

PublicCEO
– digital news about public affairs, reaching over 10,000 California government executives https://www.publicceo.com
Civic Business Journal
– digital interest stories about the people in local government https://www.civicbusinessjournal.com
FlashVote
– planning, implementing, measuring civic surveys
https://www.flashvote.com
TS Talent Solutions
– talent search services for local government and related agencies https://tstalentsolutions.com

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Contact Description
City of La Cañada Flintridge
Carl Alameda
Assistant City Manager
818.790.8880
[email protected]
General communications support, quarterly newsletter content and layout, graphic design, media relations, social media management City of Lomita
Ryan Smoot
City Manager
661.510.0888
[email protected]
General communications support, social media management, graphic design, media relations, website design and ongoing support/maintenance, video production
City of Palm Desert
Anthony Mejia
City Clerk
760.346.0611
[email protected]
Graphic design, Spanish translation services, video production, social media, animated video, print newsletter, media relations, facilitating virtual meetings, online workshops, bilingual websites, digital placements.

City of Indian Wells
Chris Freeland
City Manager
760.346.2489
[email protected]
General communications support, social media management, graphic design, media relations, website technical support, editorial calendar creation and management, quarterly newsletter, photography, video production
Town of Yucca Valley
Lesley Copeland
Town Clerk
760.369.6585 ext. 226
[email protected]
General communications support, social media management, graphic design news articles, press releases, website content updates and maintenance, bi-monthly digital newsletter, SB 1383 education and public outreach
City of Duarte
Dan Jordan
City Manager
626.590.4633
[email protected]
Tripepi Smith conducted a full communications assessment for the City of Duarte in 2014. After ad hoc video, photo and email outreach work over a few years, the City engaged Tripepi Smith in 2020 to refresh the 2014 communications assessment, create a style guide, consult in creating a new website and to redesign its quarterly newsletter. Additionally, the City entered a retainer agreement for social media services, writing news articles and press releases, updating the website, delivering monthly metrics reports, conducting weekly project management calls as well as quarterly strategy calls with leadership and to produce the quarterly newsletter.

Approve the three-year Professional Services Agreement with CV Strategie... Page 739 of 764 City of Indio / Communications and Marketing Services / Version 1.0 30 APPENDIX A: CERTIFICATES OF INSURANCE
Insurance certificates will be provided prior to contract execution. Tripepi Smith routinely provides insurance certificates to prove we meet the contracting requirements of public agencies throughout California. We are willing and able to comply with the insurance requirements of the City.

Approve the three-year Professional Services Agreement with CV Strategie... Page 740 of 764 City of Indio / Communications and Marketing Services / Version 1.0 31 APPENDIX B: RESUMES

RYDER TODD SMITH
TRIPEPI SMITH – PRESIDENT 11/00 – PRESENT
● Provide communications advice, strategy and execution services to a range of small to mid-sized public and private sector clients spanning local government, real estate, finance, technology and healthcare verticals
MAVENT INC – SENIOR VICE PRESIDENT, OPERATIONS 5/05 – 11/09 ● Responsible for quality assurance, technology operations and internal infrastructure organizations ● Built team of technology professionals to manage multi-site production environment at co-location facilities.
● Managed vendor relationships and reviewed all invoices ● Brought focus to key areas, including: system documentation, knowledge sharing with other employees, schedule management for finite resources and enhanced security ● Developed and managed the departmental budgets for three groups MAVENT INC – VICE PRESIDENT, MARKETING 08/04 – 05/05
● Managed the Company’s outside PR firm relationship, creative firm relationship, corporate website, ad campaigns, conference schedule, conference logistics and internal employee communications
● Developed and managed the marketing budget
MAVENT INC – VICE PRESIDENT, GOVERNMENT RELATIONS 02/03 – 08/04 ● Monitored nationwide political activities that were pertinent to Mavent’s interests ● Developed relationships with third-party interest groups that impacted the Company’s product ● Participated in industry conferences and represented the Company at industry events OLYMPIC STAFFING SERVICES – INFORMATION TECHNOLOGY MANAGER 01/98 – 11/00 ● Managed and controlled all aspects of the technology environment at this five-location, 35- employee company
NORTHROP GRUMMAN CORPORATION – GOV’T REPRESENTATIVE 07/97 – 12/97 ● Worked directly with the Director of State and Local Government Relations to research issues of concern to Northrop Grumman
● Developed agendas to target upcoming legislative issues ● Assisted in lobbying work and development of testimony

EDUCATION
CLAREMONT MCKENNA COLLEGE – CLAREMONT, CA
● Bachelor of Arts in Politics – Philosophy – Economics with Dual in Economics o Cum Laude Honors

Approve the three-year Professional Services Agreement with CV Strategie... Page 741 of 764 City of Indio / Communications and Marketing Services / Version 1.0 32 KAITLYN WU
TRIPEPI SMITH – SENIOR BUSINESS ANALYST 06/22 – PRESENT ● Provide project management and account support for numerous clients ● Produce client newsletters, press releases, web content, articles and thought leadership pieces ● Conduct market research and offer strategic insights
ELSINORE VALLEY MUNICIPAL WATER DISTRICT – COMMUNITY AFFAIRS SPECIALIST 12/19 – 06/22 ● Wrote, edited and publish content for District publications including newsletters, eblasts, press releases, Water Quality Reports, articles and more – reaching 159,000 customers annually ● Partnered with subject matter experts to synthesize information and produce clear copy that increased public engagement with District programs
● Managed the District’s water education programs, engaging over 10,000 students each year through tours, career prep, teacher training, classroom presentations, field trips and contests ● Collaborated with leadership to assess District needs, create strategic communications goals and implement new programs
CALIFORNIA BAPTIST UNIVERSITY – INTERNATIONAL ADMISSIONS SPECIALIST 05/16 – 12/19 ● Developed copy for webpages, eblasts and online applications, driving conversion of initial leads to applicants and enrolled students
● Oversaw the Visits and Events program for prospective international students, contributing to enrollment goals and building CBU’s global reputation
● Utilized Salesforce to increase efficiency, analyze data and provide quality customer service to prospective students
CALIFORNIA BAPTIST UNIVERSITY – FOCUS COORDINATOR 12/14 – 12/15 ● Recruited and interviewed first-year orientation leaders ● Organized and implemented training programs, equipping student leaders in public speaking, teaching and academic advising
● Assisted in university retention efforts, serving as a liaison between staff and incoming students

EDUCATION
● Bachelor of Arts in Public Relations and Psychology – California Baptist University – Riverside, CA

CERTIFICATIONS
● Hootsuite Social Marketing 06/22
● J. Lindsey Wolf Certificate in Communications (CAPIO) 04/22

SOFTWARE
● Hootsuite ● Google Suite ● Microsoft Office Suite

Approve the three-year Professional Services Agreement with CV Strategie... Page 742 of 764 City of Indio / Communications and Marketing Services / Version 1.0 33 DANIELLE RODRIGUEZ
TRIPEPI SMITH – BUSINESS ANALYST 02/21 – PRESENT
● Conduct market research to develop market intelligence for clients ● Manage and monitor social media for public agencies and private clients ● Write stories and press releases for clients
ARELLANO ASSOCIATES – ASSISTANT PROJECT COORDINATOR 01/19 – 01/21 ● Provide strategic public outreach services for a variety of transportation, planning and construction projects ● Collaborate with a team to develop collateral materials, communications programs and public comment forums related to projects
● Manage stakeholder databases and create reports for all project meetings and events METROLINK – MEDIA RELATIONS ASSISTANT 05/18 – 01/19
● Monitor media platforms to create daily news clips, press releases and media advisories ● Manage website content and assist with implementing media campaigns ● Successfully planned events which received extensive media coverage in coordination with Amtrak, Metro and other member agencies
THE POLY POST – SPORTS EDITOR 06/16 – 06/17
● Manage a team of freelance journalists
● Create weekly newspaper layouts, write articles, pitch story ideas ● Copyedit weekly sports section stories
THE MILLIONARE’S CLUB – PUBLIC RELATIONS INTERN 05/14 – 08/14 ● Provide website and social media support for CEO Patti Stanger of Bravo’s “Millionaire Matchmaker” ● Provide logistical support including going on runs, organizing and completing administrative tasks

EDUCATION
● Bachelor of Science in Communication – California State Polytechnic University, Pomona – Pomona, CA

CERTIFICATIONS
● Hootsuite Social Marketing 02/21

SOFTWARE
● Constant Contact
● Adobe Pro
● Meltwater
● Adobe Premier Pro
● Adobe Acrobat
● Microsoft Office

Approve the three-year Professional Services Agreement with CV Strategie... Page 743 of 764 City of Indio / Communications and Marketing Services / Version 1.0 34 DAVID GUSHUE
TRIPEPI SMITH – JUNIOR BUSINESS ANALYST 06/22 – PRESENT ● Conduct market research to provide client insights and build company services ● Manage social media platforms and monitor engagement for clients ● Write stories and press releases for the firm’s website and city clients RED HEN PRESS – MEDIA AND MARKETING INTERN 06/21 – 08/21 ● Read manuscripts of soon-to-be published authors and gave reports on their connection to Red Hen’s mission ● Created social media campaigns and graphics to promote upcoming releases ● Updated social media posts to keep followers updated on the company’s movements THE SENTRY – COMMUNICATIONS INTERN 06/20 – 08/20
● Edited investigative reports and reviews for company blogs alongside the Communications team ● Interacted with authors while editing their work to keep their voice intact ● Conducted an audit of the Sentry’s blog and presented on ways to improve it based on researched data GOULD CENTER HUMANITIES LAB: “IMAGINING LOS ANGELES” – CREATIVE RESEARCHER 06/20 – 08/20
● Created own line of research surrounding the City of Los Angeles and its literature, cinema and neighborhoods ● Collaborated with other members of the lab to better focus our research and discover shared interests ● Developed a creative writing piece that connects my personal story to aspects of Los Angeles CMC CENTER FOR WRITING AND PUBLIC DISCOURSE (CWPD) – HEAD CONSULTANT03/19 – 05/22 ● Equipped students with writing skills through editing student papers of all disciplines ● Oversaw a group of 30+ writing consultants and trained 11 new hires ● Worked with other consultants on team initiatives to increase awareness of the CWPD on campus

EDUCATION
● Bachelor of Arts, Philosophy, Politics and Economics and Literature – Claremont McKenna College – Claremont, CA o Cum Laude Honors
o Award for Best Senior Thesis in Literature

CERTIFICATIONS
● Hootsuite Social Marketing 06/22

SOFTWARE
● Google Suite
● Adobe InDesign
● Canva ● Microsoft Office

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TRIPEPI SMITH – JUNIOR BUSINESS ANALYST 07/22 – PRESENT ● Conduct market research to provide client insights
● Manage social media and respond to public questions
● Write stories and press releases for the firm’s website and city clients REAL CHEMISTRY – PERFORMANCE MARKETING INTERN 06/21 – 08/21 ● Conduced marketing strategy research and assisted with various Project Management tasks ● Accumulated, organized and analyzed data for the Integrated Intelligence department ● Collaborated with other interns in the creation and presentation of a comprehensive campaign proposal CLAREMONT MARKETING GROUP – ACCOUNT MANAGER 09/20 – 05/21 ● Designed social media assets, developed online brand presence for clients ● Maintained client relationships as the client’s main point of contact ● Lead a team of five in the completion of client projects; facilitated task delegation; devised project execution HUMAN CONNECTIONS – MARKETING INTERN 06/20 – 08/20
● Devised a profitable pricing structure and logistics; designed for new product ● Created webpages through Squarespace and content
● Developed marketing plan for the promotion of new business initiatives

PROFESSIONAL DEVELOPMENT
MENTEE – MARKETING EDGE 02/21-06/21
● Received professional mentorship from a marketing industry expert MADE PROGRAM FINALIST, MENTEE – ANA EDUCATIONAL FOUNDATION 01/21-03/21 ● Selected from a competitive pool of applicants to participate in the MADE Program ● Received professional mentorship from a marketing industry expert DIGITAL MARKETING MENTEE – WPROMOTE 05/20-07/20
● Received professional mentorship from a marketing industry expert

EDUCATION
● Bachelor of Arts, Psychology with Dual in Philosophy – Claremont McKenna College – Claremont, CA

CERTIFICATIONS
● Hootsuite Social Marketing 08/22
● Advanced Google Analytics 08/20
● Fundamentals of Digital Marketing 01/20
● Adobe Audition 08/19

SOFTWARE
● Google Suite and Microsoft Office ● Canva and Adobe Photoshop ● Logic Pro

Approve the three-year Professional Services Agreement with CV Strategie... Page 745 of 764 City of Indio / Communications and Marketing Services / Version 1.0 36 JOSIAH SOLIS
TRIPEPI SMITH – JUNIOR BUSINESS ANALYST 11/21 – PRESENT ● Conduct market research to provide client insights
● Manage social media platforms and respond to public questions ● Provide video production services and facilitate live video broadcasts utilizing switchboard media ENVISION CENTER – LIVE PRODUCTION SPECIALIST 09/21 – PRESENT ● Run cameras and media for religious services and other events ● Operate video switchboard and streaming services live to Zoom, Facebook, YouTube and OBS broadcasting software ● Ensure all audio and visual equipment is functioning at operational standards BIOLA UNIVERSITY OFFICE OF INNOVATION – FREELANCE VIDEO DIRECTOR, EDITOR AND PRODUCER 07/21 – 08/21
● Organized crew members, including crew day-rates on behalf of departments ● Directed talent(s), crew members and oversaw principal photography with timely wrap of production ● Edited video promotional content and delivered product to client(s) ahead of schedule LEXHAM PRESS/FAITHLIFE CORP. – FREELANCE VIDEO DIRECTOR, EDITOR AND PRODUCER03/21 – 07/21
● Drafted script, formulated production budget and organized crew members ROGUE MARBLE INC. – DIGITAL IMAGING TECHNICIAN (DIT)/VIDEO EDITOR 03/21 – 06/21 ● Organized social media calendars and campaign concepts ● Authored news articles, press releases and media alerts on behalf of the Orange County Chapter ● Provided social and print media support for all annual events

EDUCATION
● Bachelor of Arts in Cinema and Media Arts, Minor in Biblical Studies – Biola University – La Mirada, CA o Dean’s List Recipient
o First-Gen Scholarship Recipient

CERTIFICATIONS
● Hootsuite Social Marketing 12/21

SOFTWARE
● Adobe Premiere Pro
● Final Cut Pro X
● Final Draft Software
● Microsoft Office
● Google Suite
● ATEM Broadcast Software
● Movie Magic
● ATEM Broadcast Switcher
● Canon and Sony Cameras

Approve the three-year Professional Services Agreement with CV Strategie... Page 746 of 764 City of Indio / Communications and Marketing Services / Version 1.0 37 AMY GALLAGHER
TRIPEPI SMITH – JUNIOR BUSINESS ANALYST 06/22 – PRESENT ● Conduct market research to provide client insights
● Manage social media platforms and respond to public questions ● Write stories and press releases for the firm’s website and city clients DAVID’S BRIDAL – BRIDAL STYLIST 01/22 – 06/22
● Built relationships by understanding customer expectations and providing product and service information to best meet the customer’s needs
● Provided excellent customer service to multiple customers at a time in order to build loyalty ● Processed cash and credit card payments while promoting additional add-ons and services, reviewing policies and confirming contact information
● Maintained store standards in each department to support a flawless shopping experience SEGERSTROM CENTER FOR THE ARTS – SOCIAL MEDIA MARKETING INTERN 02/22 – 05/22 ● Created graphics, videos and slideshows promoting all events at the Center to post on various social media channels, such as Instagram, Facebook and TikTok
● Engaged with audience on all social accounts while following brand voice and style ● Wrote copy tailored for different media platforms to increase engagement and ticket sales ● Assisted the social media coordinator with executing marketing campaigns, scheduling content and tracking company goals and benchmarks
BOXLUNCH – ASSISTANT MANAGER 10/18 – 12/21
● Oversaw the BoxLunch Instagram for the Cerritos location, created six posts a day, interacted with over 4,300 followers and responded to all direct messages and comments
● Supervised the sales floor and sales associates while out stocking shipment, processing transactions and promptly and professionally responding to emails
● Lead and provided team coaching and implemented knowledge of brand and Key Performance Indicators to best meet daily sales goals
● Collaborated with managers and associates to create a productive work environment

EDUCATION
● Bachelor of Arts, Journalism – California State University, Long Beach – Long Beach, CA

CERTIFICATIONS
● Hootsuite Social Marketing 06/22

SOFTWARE
● Google Suite
● Adobe InDesign
● Canva
● Adobe Lightroom
● Microsoft Office

Approve the three-year Professional Services Agreement with CV Strategie... Page 747 of 764 City of Indio
City Council
December 7, 2022

STAFF REPORT
To: City Council
From: Bryan H. Montgomery, City Manager
Prepared by: Steven Graham, City Attorney
Subject: Resolution No. 10337, appointing G. Ross Trindle III of Aleshire & Wynder LLP as Hearing Officer Pursuant to Chapter 123 (Cannabis Business Activities) of the Indio Municipal Code and Authorizing the City Manager to Execute an Agreement with Aleshire & Wynder LLP for Hearing Officer Services RECOMMENDATION:

Adopt Resolution No. 10337, appointing G. Ross Trindle III of Aleshire & Wynder LLP as Hearing Officer and Authorize the City Manager to Execute and Agreement with Aleshire & Wynder LLP for Hearing Officer Services
SUMMARY:

Chapter 123 of the Indio Municipal Code creates a cannabis business regulatory program that includes both an application process and enforcement actions that may result in administrative appeals. Section 123.24 authorizes the City Council to appoint a hearing officer to hold fair and impartial hearings on these appeals to ensure efficient resolution. City staff recommends that the City Council appoint G. Ross Trindle III as the City's hearing officer based on his extensive experience with local government regulation of cannabis businesses and administrative appeals.

BACKGROUND INFORMATION:

On June 1, 2022 the City Council adopted Ordinance No. 1780 which authorized Cannabis Business Activities in the City of Indio subject to local regulations. Those regulations, found at Chapter 123 of the Indio Municipal Code, include a limitation on the number of available permits, an application process, operating regulations, and the ability to suspend or revoke permits of businesses that fail to operate consistent with state and local law.

The City has begun implementing the regulations, including the application process, and as of November 7, 2022, there were 13 applications that had been reviewed for completeness and eligible to advance into Phase II of the Application Evaluation and Review. Phase II consists of an objective scoring of the applications and only those applicants receiving a score of 90% or higher will be eligible to advance to the next phase of the application process. To ensure fairness in the application process, the Section 123.24 of the Indio Municipal Code allows appeals of adverse decisions that affect applicants, such as incorrect application of the application review criteria, and the City has scheduled an appeal period for Phase II from December 19th through January 20th.

Chapter 123 authorizes the City Council to appoint a hearing officer by resolution to hear and decide appeals related to the cannabis business. City staff recommends the City Council appoint G. Ross AGENDA ITEM #13.14
Resolution No. 10337 , appointing G. Ross Trindle III of Aleshire & Wynd... Page 748 of 764 Trindle,III of Aleshire & Wynder LLP to serve as the City's cannabis hearing officer. Mr. Trindle has extensive experience with cannabis regulatory matters, including administrative hearings, litigation, and appeals. He has personally handled approximately 50 cannabis administrative appeals and supervised approximately 30 more as well as litigated cannabis regulatory cases for numerous cities in San Bernardino and Riverside counties to resolution, including trial.

The resolution would appoint G. Ross Trindle III of Aleshire & Wynder LLP as the City's cannabis business ordinance hearing officer and authorize the City Manager to execute an agreement with Aleshire & Wynder for hearing officer services.

ALTERNATIVES:

The City Council could take no action to appoint a hearing officer. If a hearing officer is not appointed, then appeals of actions prior to issuance of permits would be heard by the City Manager and all other appeals, including suspension, revocation, or non-renewal of permits would be heard by the City Council.

ATTACHMENTS:

Attachment 1: Resolution No. 10337 - Appointment of Cannabis Hearing Officer APPROVAL(S):

Kevin H. Snyder, Dir. Of Community Development Pending
Sabdi Sanchez, City Clerk Administrator None
Bryan H. Montgomery, City Manager None

Resolution No. 10337 , appointing G. Ross Trindle III of Aleshire & Wynd... Page 749 of 764 1 RESOLUTION NO. 10337

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF INDIO,
CALIFORNIA, APPOINTING G. ROSS TRINDLE, III OF ALESHIRE & WYNDER LLP AS HEARING OFFICER PURSUANT TO CHAPTER 123
(CANNABIS BUSINESS ACTIVITIES) OF THE INDIO MUNICIPAL CODE

AND AUTHORIZING THE CITY MANAGER TO EXECUTE AN

AGREEMENT WITH ALESHIRE & WYNDER LLP FOR HEARING

OFFICER SERVICES
WHEREAS, Chapter 123 of the Indio Municipal Code authorizes the City Council to appoint a hearing officer, by City Council resolution, to hear appeals related to cannabis business permits.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF INDIO,
CALIFORNIA, HEREBY RESOLVES, FINDS AND DETERMINES AS FOLLOWS:

Section 1. Incorporation of Recitals. The City Council of the City of Indio finds and determines that the above referenced recitals are true and correct and the material to this Resolution.

Section 2. City Council Actions.

A. G. Ross Trindle, III of the law firm Aleshire & Wynder LLP is appointed as hearing officer pursuant to Chapter 123 of the Indio Municipal Code for term not to exceed three (3) years.

B. The City Manager, or his designee, is authorized and directed to execute any purchase orders, agreements, or other documents necessary to obtain the services of G. Ross Trindle, III as hearing officer, so long as such purchase orders, agreements, or other documents are in a form approved by City Attorney.

Section 3. The Resolution shall become effective immediately upon its adoption.

Section 4. The City Clerk shall certify to the passage, approval, and adoption of this Resolution.
/ / /
/ / /
/ / /
/ / /

Resolution No. 10337 , appointing G. Ross Trindle III of Aleshire & Wynd... Page 750 of 764 2 PASSED, APPROVED AND ADOPTED this 7th day of December, 2022. ________________________

OSCAR ORTIZ
MAYOR
ATTEST:
_________________________

CYNTHIA HERNANDEZ, CMC

CITY CLERK

Resolution No. 10337 , appointing G. Ross Trindle III of Aleshire & Wynd... Page 751 of 764 City of Indio
City Council
December 7, 2022

STAFF REPORT
To: City Council
From: Bryan H. Montgomery, City Manager
Prepared by: Steven Graham, City Attorney
Subject: Reconsideration of the circumstances of the COVID-19 state of emergency and determine that the legislative bodies of the City of Indio will continue to hold meetings via teleconferencing pursuant to the findings set forth in Government Code Section 54953(e)(3).

RECOMMENDATION:

The City Council has (i) reconsidered the circumstances of the COVID-19 state of emergency; and (2) finds that the state of emergency continues to directly impact the ability of the members of the City’s legislative bodies to meet safety in person and Cal OSHA continues to recommend measures to promote social distancing.

SUMMARY:

To continue to have the ability to meet remotely pursuant Government Code Section 54953(e) (AB 361), the City Council must make certain finings no later than 30 days after teleconferencing for the first time pursuant to AB 361, and every 30 days thereafter. The City Council reconsiders the findings it previously made and then makes a determination of whether the State’s COVID-19 declared state of emergency continues to impact the ability of all of the members of the City’s legislative bodies from meeting safely in person and as a result of the state of emergency, meeting in person presents imminent risks to the health and safety of attendees. Accordingly, the City Council has previously held that the City's legislative bodies may continue to use virtual teleconferenced meetings in compliance with Government Code Section 54953(e).

BACKGROUND INFORMATION:

The City Council and its legislative bodies have met remotely throughout the pandemic to protect the health and safety of the public and staff. The factual circumstances exist for the City’s legislative bodies to continue to hold meetings pursuant to AB 361. The state of emergency is still in effect and the City Council has previously reconsidered the findings and determined that the state of emergency continues to directly impact the ability of members of the City's legislative bodies to meet safely in person.

Since the beginning of the year, there have been several COVID-19 variants, including the Delta variant, the Omicron variant (which was prevalent in the beginning of the year), and the subvariant BA2, which is sometimes referred to as the "stealth omicron" and is a subvariant of Omicron. With the start of the summer, the number of coronavirus cases has significantly increased. In addition, there are two new Omicron strains (BA.4 and BA.5) that have become dominant.

AGENDA ITEM #13.15
Reconsideration of the circumstances of the COVID-19 state of emergency ... Page 752 of 764 During the month of July in Riverside County, COVID-19 cases and hospitalizations continued to increase along with many other counties in Southern California. For example, between July 8th and July 11th, Riverside County added 4,238 new cases. Between July 13 and July 20th, there were 814 cases reported. Towards the end of July, the case number decreased to 746 cases for the reporting period ending July 27th. While COVID-19 cases continue to remain high, the numbers are decreasing.

In the City of Indio, for the reporting period ending July 27th, Indio had an increase of 181 cases, 1 additional death and 320 recoveries.

Notwithstanding the lifting of the universal mask mandate, Cal OSHA Emergency Temporary Standards continue to recognize the importance of social distancing and states that the fact that particles containing the virus can travel more than six feet, especially indoors, training and instruction should be given to employees in that regard as well as inform that physical distancing, face coverings, increased ventilation indoors, and respiratory protection decrease the spread of COVID-19 and are most effective when used in combination.

Accordingly, it remains prudent that we monitor and continue the flexibility of a hybrid format will allow the continuation of the City’s business so that Council or Commission meetings would not have to be cancelled should members have health concerns or are sick and would provide the flexibility to each member of a legislative body to determine for themselves based on their own health matters whether attending a meeting will be risk to their health and safety or to those attending the meeting.

Even if the City Council continues to make the findings as required, the City Council and each of the City’s commissions can continue to meet in person and the chambers can continue to stay open. This determination does not require that meetings only be held remotely. This determination, however, would allow the City to make adjustments if needed (temporarily closing the chambers to the public) should COVID-19 continue to rapidly rise or the new variants threaten the health and safety of the public including staff and members of the City’s legislative bodies.

In conclusion, by reconsidering the circumstances of the state of emergency created by the COVID19 pandemic and finding that the state of emergency continues to directly impact the ability of the members to meet safely in person, the public meetings of the City of Indio can continue to be conducted by Zoom for the next 30 days.

Reconsideration of the circumstances of the COVID-19 state of emergency ... Page 753 of 764 City of Indio
City Council
December 7, 2022

STAFF REPORT
To: City Council
From: Rob Rockwell, Asst. City Manager & Dir. Of Finance Prepared by: Hector Orozco, Senior Accountant
Subject: Developer mitigation fee reporting requirements pursuant to government code section 66006.

RECOMMENDATION:

Receive and file the AB1600 reports.

SUMMARY:

California Government Code Section 66006 requires that an accounting of mitigation fees paid by developers be made public and that project related expenditures be reviewed at a regularly scheduled public meeting. Additionally, the Building Industry Association (BIA) and the Desert Valley Builders Association (DVBA) have requested that the city provide a report identifying expenditures made from development mitigation fees to ensure the city is in compliance with AB1600. Accordingly, copies of the City’s AB1600 reports for the fiscal year ending June 30, 2022 were provided to both the BIA and the DVBA
BACKGROUND INFORMATION:

In 1989, AB1600 was codified as Section 66000 of the Government Code. AB1600 added a new chapter to the Government Code on fees collected for capital improvement projects. The chapter sets forth a number of requirements that local agencies must follow if they are to collect mitigation fees from developers.

Section 66006 mandates the fee reporting requirements that local agencies must adhere to each fiscal year. The BIA developed the reporting format (attached). Staff compiles the report of expenditures paid from the mitigation fees and interest accrued on those fees. The report covers the fiscal year ending June 30, 2022. The city has complied with the following eight reporting requirements for mitigation fees:

1. Create separate capital improvement funds or accounts for each improvement funded with mitigation fees, Government Code Section 66006 a.

2. Remit all interest income earned by the fees to the same fund; interest income must be spent solely on the purpose for which the fee was originally collected, Section 66006 a.

3. Within 180 days after the close of each fiscal year, prepare a public report concerning each mitigation fee fund. The report must include the fund’s beginning and ending balance for the fiscal year, amount of fees and interest deposited into the fund for the fiscal year, and a AGENDA ITEM #14.1
Developer mitigation fee reporting requirements pursuant to government c... Page 754 of 764 description of each expenditure from the fund for that year, including identification of the improvement being funded with the fee, Section 66006 a.

4. Review these reports at public meetings not less than 15 days after the report‘s release to the public, Section 66006 (b) (2).

5. If mitigation fees remain unexpended or uncommitted for five years after being collected, the local agency is to make a finding that there remains a reasonable relationship between the current need for the fees and the purpose for which they were originally charged, Section 66001 (d).

6. Refund to current owners or developers fees collected with accrued interest, for which a continued need for the fees cannot be demonstrated (Section 66001 (f).

7. A local agency must not commingle mitigation fees with any other revenue, except for temporary investment purposes, Section 66006 (a).

8. Local agency may not spend mitigation fees for maintenance or operation of improvements funded with mitigation fees, Section 65913.8.

ATTACHMENTS:

Attachment 1: Storm Drains
Attachment 2: Roads & Bridges
Attachment 3: Traffic Signals
Attachment 4: Parks & Rec
Attachment 5: Buildings
Attachment 6: Police Facilities
Attachment 7: Fire Facilities
Attachment 8: Water Facilities
Attachment 9: Supplemental Water
APPROVAL(S):

Samantha Lopez, Finance Manager Approved - 22 Nov 2022
Steven Graham, City Attorney Approved - 22 Nov 2022
Bryan H. Montgomery, City Manager Approved - 28 Nov 2022

Developer mitigation fee reporting requirements pursuant to government c... Page 755 of 764 AB1600 Report
City of Indio, California Attachment No. 1
Storm Drain Storm Drain 311
Government Code 66000 Calculation
FYE 6/30/2022
August 1 2006 January 17 2022
Residential - Single Family Per gross acre 8,961 2,764
Residential - Condo/Townhouse Per gross acre 11,201 4,146 Residential - Apartment Per gross acre 15,682 4,146
Residential - Mobile Home Per gross acre 11,201 2,764
Commercial -Retail Per gross acre 20,162 4,976
Commercial - Office Per gross acre 20,162 4,976
Industrial Per gross acre 20,161 4,976
The Fee is payable when the building permit is issued.

Beginning Ending
Account Description Fund Balance FY 2022 Fund Balance
Revenues & Other Sources:

Interest Earnings (31,218)
Development Impact Fees 1,044,192
Intergovernmental/Other Agencies 6,891
Total Sources 1,019,864
Expenditures & Other Uses:

Capital Projects 19,145
Project Administration/Internal Engineering 1,484
Total Uses 20,629
Total Available $ 466,370 $ 999,236 $ 1,465,606
Five Year Test-Unsing First In First Out Method Amount
2018 537,973
2019 299,268
2020 296,667
2021 634,056
2022 1,044,192
Total DIF Revenue For Last Five Years 2,812,156 $
Result : Five Year Spent Test Met in accordance with Government Code 66001 as there continues to be a reasonable relationship between the fee and the purpose for which it was adopted.

FY 2022 Capital Improvement Expenditures Actual
Jackson Street and Avenue 50 Improvements 19,145
Project Administration/Internal Engineering 1,484
Total $ 20,629
FY 2023 Planned Capital Improvement Expenditures DIF Share FY Budget Total Project Civic Center Storm Drain Project 35,428 35,428 4,150,000 Jefferson Street and Highway 111 Intersection 162,853 487,000 974,000 Avenue 50 Widening (Jefferson - Jackson) 249,818 1,825,000 29,700,000 Madison Street Improvements (Ave 48 - Hwy 111) 45,000 3,213,600 3,685,000 Ave 44 Bridge 221,623 6,369,515 30,765,286
Jackson Street Bridge 220,000 230,000 3,199,716
Jackson Street and Avenue 50 Improvements 783,259 5,482,816 14,250,000 Total $ 17,643,359 1,717,981 $ 86,724,002 $
Effective Date
Development Type Unit

Developer mitigation fee reporting requirements pursuant to government c... Page 756 of 764 AB1600 Report
City of Indio, California Attachment No. 2
Roads & Bridges Roads & Bridges 312
Government Code 66000 Calculation
FYE 6/30/2022
August 1 2006 January 16 2022
Residential - Single Family DU 1,374 2,451
Residential - Condo/Townhouse DU 816 1,386
Residential - Apartment DU 844 1,386
Residential - Mobile Home DU 816 1,139
Commercial -Retail KSF 3,827 9,432
Commercial - Office KSF 1,520 2,847
Industrial KSF 1,000 1,560
DU = dwelling unit; KSF = 1,000 gross sq ft of building area The Fee is payable when the building permit is issued.

Beginning Ending
Account Description Fund Balance FY 2022 Fund Balance
Revenues & Other Sources:

Interest Earnings (28,010)
Development Impact Fees 877,147
Intergovernmental/Other Agencies 43,275
Total Sources 892,413
Expenditures & Other Uses:

Capital Projects 91,948
Project Administration/Internal Engineering 7,126
Prior Year Adjustment
Total Uses 99,074
Total Available $ 701,673 $ 793,339 $ 1,495,012
Five Year Test-Unsing First In First Out Method Amount
2018 739,148
2019 548,813
2020 383,750
2021 465,634
2022 877,147
Total Revenue For Last Five Years 3,014,493 $
Result : Five Year Spent Test Met in accordance with Government Code 66001 as there continues to be a reasonable relationship between the fee and the purpose for which it was adopted.

FY 2022 Capital Improvement Expenditures Actual
Madison Ave 50 to HWY 111 64,747
Jefferson Street Widening (Ave 38 - Ave 40) 6,687
Avenue 52 Improvements (Monroe - Madison) 498
Monroe Street and Avenue 41 Traffic Signal 1,519
Avenue 50 Widening (Jefferson - Jackson) 17,718
Spectrum St 780
Project Administration/Internal Engineering 7,126
Total $ 99,074
FY 2023 Planned Capital Improvement Expenditures DIF Share FY Budget Total Project Madison Street Improvements (Ave 48 - Hwy 111) 758,400 3,213,600 3,685,000 Jefferson Street and Highway 111 Intersection 270,299 487,000 974,000 Jefferson Street Widening (Ave 38 - Ave 40) 120,000 345,000 350,000 Avenue 52 Improvements (Monroe - Madison) 220,000 220,000 220,000 Total $ 4,265,600 1,368,699 $ 5,229,000 $
Effective Date
Development Type Unit

Developer mitigation fee reporting requirements pursuant to government c... Page 757 of 764 AB1600 Report
City of Indio, California Attachment No. 3
Traffic Signals Traffic Signals 313
Government Code 66000 Calculation
FYE 6/30/2022
August 1 2006 January 17 2022
Residential - Single Family DU 262 302
Residential - Condo/Townhouse DU 155 171
Residential - Apartment DU 161 171
Residential - Mobile Home DU 155 140
Commercial -Retail KSF 971 1,163
Commercial - Office KSF 386 351
Industrial KSF 254 192
DU = dwelling unit; KSF = 1,000 gross sq ft of building area The Fee is payable when the building permit is issued.

Beginning Ending
Account Description Fund Balance FY 2022 Fund Balance
Revenues & Other Sources:

Interest Earnings (13,214)
Development Impact Fees 183,598
Intergovernmental/Other Agencies 2,047
Developer Payment 90,654
Total Sources 263,085
Expenditures & Other Uses:

Capital Projects 103,366
Project Administration/Internal Engineering 8,011
Prior Year Adjustment
Total Uses 111,377
Total Available $ 237,800 $ 151,708 $ 389,508
Five Year Test-Unsing First In First Out Method Amount
2018 136,468
2019 133,282
2020 89,376
2021 90,596
2022 183,598
Total Revenue For Last Five Years 633,320 $
Result : Five Year Spent Test Met in accordance with Government Code 66001 as there continues to be a reasonable relationship between the fee and the purpose for which it was adopted.

FY 2022 Capital Improvement Expenditures Actual
Monroe & Ave 41 Traffic Signal 76,515
HSIP 9 Traffic Signal Improvements 23,164
CVAG Regional Traffic Signal Synch Program 3,687
Project Administration/Internal Engineering 8,011
Total $ 111,377
FY 2023 Planned Capital Improvement Expenditures DIF Share FY Budget Total Project Monroe Street and Avenue 41 Traffic Signal 277,597 390,000 500,000 Avenue 44 and Lago Vista Traffic Signal 100,000 100,000 500,000 Total $ 490,000 377,597 $ 1,000,000 $
Effective Date
Development Type Unit

Developer mitigation fee reporting requirements pursuant to government c... Page 758 of 764 AB1600 Report
City of Indio, California Attachment No. 4
Parks & Recreation Parks & Recreation 314
Government Code 66000 Calculation
FYE 6/30/2022
August 1 2006 January 17 2022
Residential - Single Family DU 4,227 2,972
Residential - Condo/Townhouse DU 3,303 2,625
Residential - Apartment DU 2,774 2,625
Residential - Mobile Home DU 3,303 2,774
Commercial -Retail N/A - -
Commercial - Office N/A - -
Industrial N/A - -
DU = dwelling unit; KSF = 1,000 gross sq ft of building area The Fee is payable when the building permit is issued.

Beginning Ending
Account Description Fund Balance FY 2022 Fund Balance
Revenues & Other Sources:

Interest Earnings (51,355)
Development Impact Fees 1,744,314
Total Sources 1,692,959
Expenditures & Other Uses:

Debt Service Payment (Lease Revenue Park Bond) 1,100,000 Total Uses 1,100,000
Total Available $ 958,199 $ 592,959 $ 1,551,158
Five Year Test-Unsing First In First Out Method Amount
2018 977,715
2019 877,555
2020 954,617
2021 1,276,641
2022 1,744,314
Total Revenue For Last Five Years 5,830,842 $
Result : Five Year Spent Test Met in accordance with Government Code 66001 as there continues to be a reasonable relationship between the fee and the purpose for which it was adopted.

FY 2022 Capital Improvement Expenditures Actual
Debt Service Payment (Lease Revenue Parks Bond ) 1,100,000 Total $ 1,100,000
FY 2023 Planned Capital Improvement Expenditures DIF Share FY Budget Total Project Debt Service Payment (Lease Revenue Parks Bond ) 1,100,000 N/A N/A Total $ - 1,100,000 $
Effective Date
Development Type Unit

Developer mitigation fee reporting requirements pursuant to government c... Page 759 of 764 AB1600 Report
City of Indio, California Attachment No. 5
Buildings Buildings 315
Government Code 66000 Calculation
FYE 6/30/2022
Development Type Unit August 1 2006 January 17 2022
Residential - Single Family DU 1,979 1,968
Residential - Condo/Townhouse DU 1,546 1,739
Residential - Apartment DU 1,299 1,739
Residential - Mobile Home DU 1,546 1,837
Commercial -Retail KSF 625 2,887
Commercial - Office KSF 142 2,109
Industrial KSF 649 773
DU = dwelling unit; KSF = 1,000 gross sq ft of building area The Fee is payable when the building permit is issued.

Beginning Ending
Account Description Fund Balance FY 2022 Fund Balance
Revenues & Other Sources:

Interest Earnings (21,809)
Development Impact Fees 885,700
Total Sources 863,891
Expenditures & Other Uses:

Debt Service Payment (Lease Revenue Buildings Bond) 450,000 Total Uses 450,000
Total Available $ 408,916 $ 413,891 $ 822,807
Five Year Test-Unsing First In First Out Method Amount
2018 514,803
2019 454,769
2020 426,571
2021 618,717
2022 885,700
Total Revenue For Last Five Years 2,900,561 $
Result : Five Year Spent Test Met in accordance with Government Code 66001 as there continues to be a reasonable relationship between the fee and the purpose for which it was adopted.

FY 2022 Capital Improvement Expenditures Actual
Debt Service Payment (Lease Revenue Building Bond) 450,000 Total $ 450,000
FY 2023 Planned Capital Improvement Expenditures DIF Share FY Budget Total Project Debt Service Payment (Lease Revenue Building Bond) 450,000 N/A N/A Total $ - 450,000 $
Effective Date

Developer mitigation fee reporting requirements pursuant to government c... Page 760 of 764 AB1600 Report
City of Indio, California Attachment No. 6
Police Facilities Police Facilities 316
Government Code 66000 Calculation
FYE 6/30/2022
August 1 2006 January 17 2022
Residential - Single Family DU 930 1,289
Residential - Condo/Townhouse DU 672 1,138
Residential - Apartment DU 565 1,138
Residential - Mobile Home DU 672 1,203
Commercial -Retail KSF 272 1,890
Commercial - Office KSF 62 1,381
Industrial KSF 282 506
DU = dwelling unit; KSF = 1,000 gross sq ft of building area The Fee is payable when the building permit is issued.

Beginning Ending
Account Description Fund Balance FY 2022 Fund Balance
Revenues & Other Sources:

Development Impact Fees 401,737
Total Sources 401,737
Expenditures & Other Uses:

Capital Projects
Project Administration/Management
Total Uses -
Total Available $ (996,896) $ 401,737 $ (595,159)
Five Year Test-Unsing First In First Out Method Amount
2018 221,733
2019 198,655
2020 200,849
2021 287,988
2022 401,737
Total Revenue For Last Five Years 1,310,961 $
Result : Five Year Spent Test Met in accordance with Government Code 66001 as there continues to be a reasonable relationship between the fee and the purpose for which it was adopted.

FY 2022 Capital Improvement Expenditures Actual
No Projects -
Total -
FY 2023 Planned Capital Improvement Expenditures DIF Share FY Budget Total Project No Projects N/A N/A -
Total $ - - $
Effective Date
Development Type Unit

Developer mitigation fee reporting requirements pursuant to government c... Page 761 of 764 AB1600 Report
City of Indio, California Attachment No. 7
Fire Facilities Fire Facilities
Government Code 66000 Calculation 317
FYE 6/30/2022
August 1 2006 January 17 2022
Residential - Single Family DU 205 505
Residential - Condo/Townhouse DU 148 446
Residential - Apartment DU 125 446
Residential - Mobile Home DU 148 472
Commercial -Retail KSF 60 741
Commercial - Office KSF 14 541
Industrial KSF 62 198
DU = dwelling unit; KSF = 1,000 gross sq ft of building area The Fee is payable when the building permit is issued.

Beginning Ending
Account Description Fund Balance FY 2022 Fund Balance
Revenues & Other Sources:

Interest Earnings (18,520)
Development Impact Fees 101,191
Total Sources 82,671
Expenditures & Other Uses:

Capital Projects
Project Administration/Management
Total Uses -
Total Available $ (73,071) $ 82,671 $ 9,600
Five Year Test-Unsing First In First Out Method Amount
2018 70,206
2019 63,432
2020 75,334
2021 72,814
2022 101,191
Total Revenue For Last Five Years 382,977 $
Result : Five Year Spent Test Met in accordance with Government Code 66001 as there continues to be a reasonable relationship between the fee and the purpose for which it was adopted.

FY 2022 Capital Improvement Expenditures Actual
No Projects -
Total -
FY 2023 Planned Capital Improvement Expenditures DIF Share FY Budget Total Project No Projects N/A N/A -
Total $ - - $
Effective Date
Development Type Unit

Developer mitigation fee reporting requirements pursuant to government c... Page 762 of 764 AB1600 Report
City of Indio, California Attachment No. 8
Water Facilities Water Facilities 310
Government Code 66000 Calculation
FYE 6/30/2022
Water Meter Size (inches) Impact Fee Charge
3/4" x 1" $4,030
1" $6,717

1.5" $13,157
2" $21,495
3" $46,702
4" $74,695
6" $101,353
8" $110,469
Beginning Ending
Account Description Fund Balance FY 21/22 Fund Balance
Revenues & Other Sources:

Developer fees 930,519
Interest income (177,990)
Reimbursements -
Total Sources 752,529
Expenditures & Other Uses
Capital Projects 16,967
Project Administration/Internal Engineering 30,000
Other -
Total Uses 46,967
Total Available 7,769,460 705,562 8,475,022
Five Year Test
Using First In First Out Method
Revenues Collected 6/30/2022
Revenues Collected from 2018 749,705
Revenues Collected from 2019 1,808,637
Revenues Collected from 2020 865,632
Revenues Collected from 2021 936,740
Revenues Collected from 2022 752,529
Total Revenue For Last Five Years 5,113,243
Result : Five Year Spent Test Met in accordance with Government Code 66001 as there continues to be a reasonable relationship between the fee and the purpose for which it was adopted.

FY 2021-22 Capital Improvement Expenditures
Capital Improvement Facilities FY 21/22 % Complete % funded with fee New Well Drilling & Equipping 16,967 21% 54%
Project Administration/Internal Engineering 30,000 N/A 100% Total $ 46,967.00
FY 2021-22 Planned Capital Improvement Expenditures FY DIF Budget FY Project Budget Total Project New Well Drilling and Equipping 250,000 250,000 4,000,000 Total $250,000 $250,000 $4,000,000
Fees are collected to fund construction of water facilities and water mains. Fees charged are based on meter size which determines capacity needs. Capacity is the amount available from the Indio Water Authority system when demanded by the user. Therefore the number of Equivalent Dwelling units (EDU) increases as the meter size (capacity) increases. The number of meters, and meter size, is estimated based on the type of development project. This fee structure Resolution 10242 was adopted on November 17, 2021 with an effective date of January 1, 2022.

Developer mitigation fee reporting requirements pursuant to government c... Page 763 of 764 AB1600 Report
City of Indio, California Attachment No. 9
Supplemental Water Supply Supplemental Water Supply 321 Government Code 66000 Calculation
FYE 6/30/2022
Annual Consumption
Factor with Return Flows SWSF
Development Type (ac-ft/ac/yr) ($/acre)
Commercial/Institutional 0.65 $3,533
Hotel/Motel 1.42 $7,718
Industrial 0.93 $5,055
Irrigation 1.54 $8,370
Multi-Family Residential 1.23 $6,685
Single Family Residential 2.23 $12,120
City Parks/Irrigation and 1.36 $7,392
Landscape Lighting Districts 1.36 $7,392
Beginning Ending
Account Description Fund Balance FY 21/22 Fund Balance
Revenues & Other Sources
Developer fees 1,050,267
Interest income (145,521)
Reimbursements -
Total Sources 904,745
Expenditures & Other Uses
Capital Projects 200,000
Project Administration/Internal Engineering 15,000
Total Uses 215,000
Total Available 6,418,131 689,745 7,107,877
Five Year Test
Using First In First Out Method
Revenues Collected 6/30/2022
Revenues Collected from 2018 1,114,135
Revenues Collected from 2019 984,269
Revenues Collected from 2020 689,454
Revenues Collected from 2021 825,843
Revenues Collected from 2022 904,745
Total Revenue For Last Five Years 4,518,446
Result : Five Year Spent Test Met in accordance with Government Code 66001 as there continues to be a reasonable relationship between the fee and the purpose for which it was adopted.

Capital Improvement Facilities
Capital Improvement Facilities FY 21/22 % Complete % funded with fee Recycled Water Treatment-Injection at VSD 200,000 10% 4% Project Administration/Internal Engineering 15,000 N/A 100% Total 215,000
FY 2021-22 Planned Capital Improvement Expenditures FY Budget FY Project Budget Total Project EVRA Recycled Water Groundwater Replenishment Project200,000 200,000 70,000,000 Total $200,000 $200,000 $70,000,000
As of March 1, 2013, a Supplemental Water Supply Fee is assessed on development projects in the City of Indio.

The fee provides a framework to alleviate the strain on IWA's groundwater supply and is based on future water demands for new developments. Funds will be used to pursue the development of recycled water for future growth through indirect potable reuse injection. The fee varies based upon the development type, based upon the annual consumption factor with return flows multiplied by $5,435, prorated by the size in acreage of the development type. This is defined in Section 33.066 of the Indio City Code.

Developer mitigation fee reporting requirements pursuant to government c... Page 764 of 764