PROFESSIONAL SERVICES AGREEMENT
[SB 1383 Local Assistance Grant Program Implementation Services]
THIS PROFESSIONAL SERVICES AGREEMENT (the “Agreement”) is made at Orange, California, on thi s _____ day of ____________, 20 22 (the “Effective Date”) by and between the CITY OF ORANGE, a municipal corporation (“City”), and TRIPEPI, SMITH & ASSOCIATES, INC. a California corporation (“Contractor”), who agree as follows:
1. Services. Subject to the terms and conditions set forth in this Agreement, Contractor shall provide to the reasonable satisfaction of City the services set forth in Exhibit “A,” which is attached hereto and incorporated herein by reference. As a material inducem ent to City to enter into this Agreement, Contractor represents and warrants that it has thoroughly investigated and considered the scope of services and fully understands the difficulties and restrictions in performing the work. The services which are th e subject of this Agreement are not in the usual course of City’s business and City relies on Contractor’s representation that it is independently engaged in the busi ness of providing such services and is experienced in performing the work.
Contractor shall perform all services in a manner reasonably satisfactory to City and in a manner in conformance with the standards of quality normally observed by an entity provid ing such services to a municipal agency. All services provided shall conform to all federal, state and local laws, rules and regulations and to the best professional standards and practices. The terms and conditions set forth in this Agreement shall control over any terms and conditions in Exhibit "A" to the contrary.
Joshua Soliz, Public Works Administrative Manager (“City’s Project Manager”), shall be the person to whom Contractor will report for the performance of services hereunder. It is understood that Contractor’s performance hereunder shall be under the supervision of City’s Project Manager (or his/her designee), that Contractor shall coordinate its services hereunder with City’s Project Manager to the extent required by City’s Project Manager, and that all performances required hereunder by Contractor shall be performed to the satisfaction of City’s Project Manager and the City Manager.
2. Compensation and Fees.
a. Contractor's total compensation for all services performed under this Agreement, shall not exceed NINETY THOUSAND DOLLARS and 00/100 ($90,000.00) without the prior written authorization of City.
b. The above compensation shall include all costs, including, but no t limited to, all clerical, administrative, overhead, insurance, reproduction, telephone, travel, auto rental, subsistence and all related expenses.
3. Payment.
a. As scheduled services are completed, Contractor shall submit to City an invoice for the services completed, authorized expenses and authorized extra work actually performed or incurred.
2 b. All such invoices shall state the basis for the amount invoiced, including services completed, the number of hours spent and any extra work performed.
c. City will pay Contractor the amount invoiced within thirty (30) days after the approval of the invoice.
d. Payment shall constitute payment in full for all services, authorized costs and authorized extra work covered by that invoice.
4. Change Orders. No payment for extra services caused by a change in the scope or complexity of work, or for any other reason, shall be made unless and until such extra services and a price therefor have been previously authorized in writing and approved by City as an amendment to this Agreement. City’s Project Manager is authorized to approve a reduction in the services to be performed and compensation therefor. All amendments shall set forth the changes of work, extension of time, and/or adjustment of the compensation to be paid by City to Contractor and shall be signed by the City’s Project Manager, City Manager or City Council, as applicable.
5. Licenses. Contractor represents that it and any subcontractors it may engage, possess any and all licenses which are required under state or federal law to perform the work contemplated by this Agreement and that Contractor and its subcontractors shall maintain all appropriate licenses, including a City of Orange business license, at its cost, during the performance of this Agreement.
6. Independent Contractor . At all times during the term of this Agreement, Contractor shall be an independent contractor and not an employee of City. City shall have the right to control Contractor only insofar as the result of Contractor's services rendered pursuant to this Agreement. City shall not have the right to control the means by which Contractor accomplishes services rendered pursuant to this Agreement. Contractor shall, at its sole cost and expense, furnish all fac ilities, materials and equipment which may be required for furnishing services pursuant to this Agreement. Contractor shall be solely responsible for, and shall indemnify, defend and save City harmless from all matters relating to the payment of its subcontractors, agents and employees, including compliance with social security withholding and all other wages, salaries, benefits, taxes, exactions, and regulations of any nature whatsoever.
Contractor acknowledges that it and any subcontractors, agents or e mployees employed by Contractor shall not, under any circumstances, be considered employees of City, and that they shall not be entitled to any of the benefits or rights afforded employees of City, including, but not limited to, sick leave, vacation leave, holiday pay, Public Employees Retirement System benefits, or health, life, dental, long-term disability or workers' compensation insurance benefits.
7. Contractor Not Agent. Except as City may specify in writing, Contractor shall have no authority, express or implied, to act on behalf of City in any capacity whatsoever as an agent. Contractor shall have no authority, express or implied, to bind City to any obligation whatsoever.
8. Designated Persons. Only those qualified persons authorized by City’s Project Manager, or as designated in Exhibit “A,” shall perform work provided for under this Agreement. 3 It is understood by the parties that clerical and other nonprofessio nal work may be performed by persons other than those designated.
9. Assignment or Subcontracting. No assignment or subcontracting by Contractor of any part of this Agreement or of funds to be received under this Agreement shall be of any force or effect unless the assignment has the prior written approval of City. City may terminate this Agreement rather than accept any proposed assignment or subcontracting. Such assignment or subcontracting may be approved by the City Manager or his/her designee.
10. Time of Completion . Except as otherwise specified in Exhibit “A,” Contractor shall commence the work provided for in this Agreement within five (5) days of the Effective Date of this Agreement and diligently prosecute completion of the work in accordanc e with the time period set forth in Exhibit “A” hereto or as otherwise agreed to by and between the representatives of the parties.
11. Time Is of the Essence. Time is of the essence in this Agreement. Contractor shall do all things necessary and incidental to the prosecution of Contractor's work.
12. Reserved.
13. Delays and Extensions of Time . Contractor's sole remedy for delays outside its control, other than those delays caused by City, shall be an extension of time. No matter what the cause of the delay, Contractor must document any delay and request an extension of time in writing at the time of the delay to the satisfaction of City. Any extensions granted shall be limited to the length of the delay outside Contractor’s control. If Contractor believes that delays caused by City will cause it to incur additional costs, it must specify, in writing, wh y the delay has caused additional costs to be incurred and the exact amount of such cost at the time the delay occurs. No additional costs can be paid that exceed the not to exceed amount stated in Section 2.a, above, absent a written amendment to this Agreement.
14. Products of Contractor. The documents, studies, evaluations, asses sments, reports, plans, citations, materials, manuals, technical data, logs, files, designs and other products produced or provided by Contractor for this Agreement shall become the property of City upon receipt. Contractor shall deliver all such products to City prior to payment for same. City may use, reuse or otherwise utilize such products without restriction.
15. Equal Employment Opportunity . During the performance of this Agreement, Contractor agrees as follows:
a. Contractor shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, mental or physical disability, or any other basis prohibited by applicable law. Contractor shall ensure that applicants are employed, and that employees are treated during employment, without regard to their race, color, religion, sex, national origin, mental or physical disability, or any other basis prohibited by applicable law.
Such actions shall include, but not be limited to the following: employment, upgrading, demotion or transfer, recruitment or recruitment advertising, layoff or termination, rates of pay or other forms of compensation and selection for training, including apprenticeship. Contractor agrees to post in 4 conspicuous places, available to employees and applicants for employment, a notice setting forth provisions of this non-discrimination clause.
b. Contractor shall, in all solicitations and advertisements for employees placed by, or on behalf of Contractor, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, mental or physical disability, or any other basis prohibited by applicable law.
c. Contractor shall cause the foregoing paragraphs (a) and (b) to be inserted in all subcontracts for any work covered by this Agreement, provided that the foregoing provisions shall not apply to subcontracts for standard commercial supplies or raw materials.
16. Conflicts of Interest. Contractor agrees that it shall not make, participate in the making, or in any way attempt to use its position as a consultant to influence any decision of City in which Contractor knows or has reason to know that Contractor, its officers, partners, or employees have a financial interest as defined in Section 87103 of the Government Code.
17. Indemnity.
a. To the fullest extent permitted by law , Contractor agrees to indemnify, defend and hold City, its City Council and each member thereof, and the officers, officials, agents and employees of City (collectively the “Indemnitees”) entirely harmless from all liability arising out of:
(1) Any and all claims under workers’ compensation acts and other employee benefit acts with respect to Contractor’s employees or Contractor’s subcontractor’s employees arising out of Contractor’s work under this Agreement, including any and all claims under any law pertaining to Contractor or its employees’ status as an independent contractor and any and all claims under Labor Code section 1720 related to the payment of prevailing wages for public works projects; and
(2) Any claim, loss, injury to or death of persons or damage to property caused by any act, neglect, defa ult, or omission other than a professional act or omission of Contractor, or person, firm or corporation employed by Contractor, either directly or by independent contract, including all damages due to loss or theft sustained by any person, firm or corporation including the Indemnitees, or any of them, arising out of, or in any way connected with the work or services which are the subject of this Agreement, including injury or damage either on or off City’s property; but not for any loss, injury, death or damage caused by the active negligence or willful misconduct of City. Contractor, at its own expense, cost and risk, shall indemnify any and all claims, actions, suits or other proceedings that may be brought or instituted against the Indemnitees on any such claim or liability covered by this subparagraph, and shall pay or satisfy any judgment that may be rendered against the Indemnitees, or any of them, in any action, suit or other proceedings as a result of coverage under this subparagraph.
b. To the fullest extent permitted by law, and as limited by California Civil Code 2782.8, Contractor agrees to indemnify and hold Indemnitees harmless from all liability arising out of any claim, loss, injury to or death of persons or damage to property to the extent 5 caused by its negligent professional act or omission in the performance of professional services pursuant to this Agreement.
c. Except for the Indemnitees, the indemnifications provided in this Agreement shall not be construed to extend any third party indemnification rights of any kind to any person or entity which is not a signatory to this Agreement.
d. The indemniti es set forth in this section shall survive any closing, rescission, or termination of this Agreement, and shall continue to be binding and in full force and effect in perpetuity with respect to Contractor and its successors.
18. Insurance.
a. Contractor shall carry workers ’ compensation insurance as required by law for the protection of its employees during the progress of the work. Contractor understands that it is an independent contractor and not entitled to any worker s’ compensation benefits under any City program.
b. Contractor shall maintain during the life of this Agreement the following minimum amount of comprehensive general liability insurance or commercial general liability insurance: the greater of (1) One Million Dollars ( $1,000,000) per occurrence; or (2) a ll the insurance coverage and/or limits carried by or available to Contractor. Said insurance shall cover bodily injury, death and property damage and be written on an occurrence basis.
c. Contractor shall maintain during the life of this Agreement, the following minimum amount of automotive liability insurance: the greater of (1) a combined single limit of One Million Dollars ($1,000,000); or (2) all the insurance coverage and/or limits carried by or available to Contractor. Said insurance shall cover bodily injury, death and property damage for all owned, non-owned and hired vehicles and be written on an occurrence basis.
d. Any insurance proceeds in excess of or broader than the minimum required coverage and/or minimum required limits which are applicable to a given loss shall be available to City. No representation is made that the minimum insurance requirements of this Agreement are sufficient to cover the obligations of Contractor under this Agreement.
e. Each policy of general liability and automotive liability shall provide that City, its officers, officials, agents, and employees are declared to be additional insureds under the terms of the policy, but only with respect to the work performed by Contractor under this Agreement. A policy endorsement to that effect shall be provided to City along with the certificate of insurance. In lieu of an endorsement, City will accept a copy of the policy(ies) which evidences that City is an additional insured as a contracting party. The minimum coverage required by Subsection 18.b and c, above, shall apply to City as an additional insured. Any umbrella liability insurance that is provided as part of the general or automobile liability minimums set forth herein shall be maintained for the duration of the Agreement.
f. Contractor shall maintain during the life of this Agr eement professional liability insurance covering errors and omissions arising out of the performance of this Agreement 6 with a minimum limit of One Million Dollars ($1,000,000) per claim. Contractor agrees to keep such policy in force and effect for at least five (5) years from the date of completion of this Agreement.
g. The insurance policies maintained by Contractor shall be primary insurance and no insurance held or owned by City shall be calle d upon to cover any loss under the policy.
Contractor will determine its own needs in procurement of insurance to cover liabilities other than as stated above.
h. Before Contractor performs any work or prepares or delivers any materials, Contractor shall furnish certificates of insurance and endorsements, as required by City, evidencing the aforementioned minimum insurance coverages on forms acceptable to City, which shall provide that the insurance in force will not be canceled or allowed to lapse witho ut at least ten (10) days’ prior written notice to City.
i. Except for professional liability insurance coverage that may be required by this Agreement, all insurance maintained by Contractor shall be issued by companies admitted to conduct the pertinent line of insurance business in California and having a rating of Grade A or better and Class VII or better by the latest edition of Best Key Rating Guide. In the case of professional liability insurance coverage, such coverage shall be issued by compani es either licensed or admitted to conduct business in California so long as such insurer pos sesses the aforementioned Best rating.
j Contractor shall immediately notify City if any required insurance lapses or is otherwise modified and cease performance of this Agreement unless otherwise directed by City.
In such a case, City may procure insurance or self-insure the risk and charge Contractor for such costs and any and all d amages resulting therefrom, by way of set -off from any sums owed Contractor.
k. Contractor agrees that in the event of loss due to any of the perils for which it has agreed to provide insurance, Contractor shall look solely to its insurance for recovery .
Contractor hereby grants to City, on behalf of any insurer providing insurance to either Contractor or City with respect to the services of Contractor herein, a waiver of any right to subrogation which any such insurer may acquire against City by virtue of the payment of any loss under such insurance.
l. Contractor shall include all subcontractors, if any, as insureds under its policies or shall furnish separate certificates and endorsements for each subcontractor to City for review and approval. All coverages for subcontractors shall be subject to all of the requirements stated herein.
19. Termination. City may for any reason terminate this Agreement by giving Contractor not less than five (5) days’ written notice of intent to terminate. Upon receipt of such notice, Contractor shall immediately cease work, unless the notice from City provides otherwise.
Upon the termination of this Agreement, City shall pay Contractor for services satisfactorily provided and all allowable reimbursements incurred to the date of termination in compliance with 7 this Agreement, unless termination by City shall be for cause, in which event City may withhold any disputed compensation. City shall not be liable for any claim of lost profits.
20. Maintenance and Inspection of Records. In accordance with generally accepted accounting principles, Contractor and its subcontractors shall maintain reasonably full and complete books, documents, papers, accounting records, and other information (co llectively, the “records”) pertaining to the costs of and completion of services performed under this Agreement.
City and its authorized representatives shall have access to and the right to audit and reproduce any of Contractor's records regarding the services provided under this Agreement. Contractor shall maintain all such records for a period of at least three (3) years after termination or completion of this Agreement. Contractor agrees to make available all such records for inspection or audit at its offices during normal business hours and upon three (3) days’ notice from City, and copies thereof shall be furnished if requested.
21. Compliance with all Laws/Immigration Laws.
a. Contractor shall be knowledgeable of and comply with all local, state and federal laws which may apply to the performance of this Agreement.
b. If the work provided for in this Agreement constitutes a “public works,” as that term is defined in Section 1720 of the California Labor Code, for which prevailing wages must be paid, to the extent Contractor’s employees will perform any work that falls within any of the classifications for which the Department of Labor Relations of the State of California promulgates prevailing wage determinations, Contractor hereby agrees that it, and any subcontractor under it, shall pay not less than the specified prevailing ra tes of wages to all such workers . The general prevailing wage determinations for c rafts can be located on the web site of the Department of Industrial Relations (www.dir.ca.gov/DLSR). Additionally, to perform work under this Contract, Contractor must meet all State registration requirements and criteria, including project compliance monitoring.
c. Contractor represents and warrants that it:
(1) Has complied and shall at all times during the term of this Agreement comply, in all respects, with all immigration laws, regulations, statutes, rules, codes, and orders, incl uding, without limitation, the Immigration Reform and Control Act of 1986 (IRCA); and
(2) Has not and will not knowingly employ any individual to perform services under this Agreement who is ineligible to work in the United States or under the terms of this Agreement; and
(3) Has properly maintained, and shall at all times during the term of this Agreement properly maintain, all related employment documentation records including, without limitation, the completion and maintenance of the Form I -9 for each of Contractor’s employees; and
8 (4) Has responded, and shall at all times during the term of this Agreement respond, in a timely fashion to any government inspection requests relating to immigration law compliance and/or Form I -9 compliance and/or worksite enforcement by the Department of Homeland Security, the Department of Labor, or the Social Security Administration.
d. Contractor shall require all subcontractors or subconsultants to make the same representations and warranties as set forth in Subsection 21.c.
e. Contractor shall, upon request of City, provide a list of all employees working under this Agreement and shall provide, to the reasonable satisfaction of City, verification that all such employees are eligible to work in the United States. All costs associated with such verification shall be borne by Contractor. Once such request has been made, Contractor may not change employees working under this Agreement without written notice to City, accompanied by the verification required herein for such employees.
f. Contractor shall require all subcontractors or sub-consultants to make the same verification as set forth in Subsection 21.e.
g. If Contractor or subcontractor knowingly employs an employee providing work under this Agreement who is not authorized to work in the United States, and/or fails to follow federal laws to determine the status of such employee, that shall constitute a material breach of this Agreement and may be cause for immediate termination of this Agreement by City.
h. Contractor agrees to indemnify and hold City, its officers, officials, agents and employees harmless for, of and from any loss, including but not limited to fines, penalties and corrective measures City may sustain by reason of Contractor's failure to comply with said laws, rules and regulations in connection with the performance of this Agreement.
22. Governing Law and Venue. This Agreement shall be construed in accordance with and governed by the laws of the State of California and Contractor agrees to submit to the jurisdiction of California courts. Venue for any dispute arisi ng under this Agreement shall be in Orange County, California.
23. Integration. This Agreement constitutes the entire agreement of the parties. No other agreement, oral or written, pertaining to the work to be performed under this Agreement shall be of any force or effect unless it is in writing and signed by both parties. Any work performed which is inconsistent with or in violation of the provisions of this Agree ment shall not be compensated.
24. Notice. Except as otherwise provided herein, all notices required under this Agreement shall be in writing and delivered personally , by e -mail, or by first class U.S. mail, postage prepaid, to each party at the address listed below. Either party may change the notice address by notifying the other party in writing. Notices shall be deemed received upon receipt of same or within three (3) days of deposit in the U.S. Mail, whichever is earlier. Notices sent by e- mail shall be deemed received on the date of the e-mail transmission.
9 “CONTRACTOR” “CITY”
Tripepi, Smith & Associates, Inc. City of Orange
1520 Voyager Drive 300 E. Chapman Avenue
Tustin, CA 92782 Orange, CA 92866-1591
Attn.: Ryder Todd Smith Attn.: Josh Soliz
Telephone: 626-536-2173 Telephone: 714-744-5588
E-Mail: [email protected] E-Mail: [email protected]
25. Counterparts. This Agreement may be executed in one or more counterparts, each of which shall be deemed an original, but all of which together shall constitute one and the same instrument. Signatures transmitted via facsimile and electronic mail shall have the same effect as original signatures.
IN WITNESS of this Agreement, the parties have entered into this Agreement as of the year and day first above written.
“CONTRACTOR” “CITY”
TRIPEPI, SMITH & ASSOCIATES, INC., CITY OF ORANGE, a municipal corporation a California corporation
*By: By:
Printed Name: Mark A. Murphy, Mayor
Title:
*By: ATTEST
Printed Name:
Title:
Pamela Coleman, City Clerk
APPROVED AS TO FORM:
Mary E. Binning
Senior Assistant City Attorney
*NOTE: City requires the following signature(s) on behalf of the Contractor:
-- (1) the Chairman of the Board, the President or a Vice -President, AND (2) the Secretary, the Chief Financial Officer, the Treasurer, an Assistant Secretary or an Assistant Treasurer. If only one corporate officer exists or one corporate officer holds more than one corporate office, please so indicate. OR
-- The corporate officer named in a corporate resolution as authorized to enter into this Agreement. A copy of the corporate resolutio n, certified by the Secretary close in time to the execution of the Agreement, must be provided to City.
EXHIBIT “A”
SCOPE OF SERVICES
[Beneath this sheet.]
RFP response submitted for:
CITY OF ORANGE SB 1383 Education and Outreach
Submitted: January 20, 2022 By: Ryder Todd Smith, Tripepi Smith President
City of Orange/SB 1383 Education and Outreach
2 TABLE OF CONTENTS QINTRODUCTION ............................................................................................................................................ 3 DECLARATIONS ............................................................................................................................................... 4 RELATED FIRM EXPERIENCE ............................................................................................................................ 5 COMPANY OVERVIEW .................................................................................................................................... 7 APPROACH TO SCOPE OF ENGAGEMENT ..................................................................................................... 12 ESTIMATED COST OF ENGAGEMENT ............................................................................................................ 15 PROJECT TEAM STAFFING ............................................................................................................................. 23 APPENDIX: WORK SAMPLES ......................................................................................................................... 27 APPENDIX: RESUMES .................................................................................................................................... 40
City of Orange/SB 1383 Education and Outreach
3 INTRODUCTION Thank you for the opportunity to present Tripepi Smith services in response to the City of Orange’s need for SB 1383 related outreach services in 2021. The City is wise to line up resources for public education (required by CalRecycle and partially funded with State grant funds) that will successfully transition residents to the new way of sorting their waste. Because this is a big behavior shift, Tripepi Smith is ready to dive in with a plan to support outreach targeting single-family homes, multi-family properties and commercial businesses, including an expansive approach if requested. This document outlines our approach to the scope of work requested, as well as our cost proposal. We provided a menu of options to maximize flexibility for the City. Tripepi Smith is a team of nearly 40 communications experts–robust enough to offer experienced and effective professionals for the job, yet small enough to be nimble and responsive. Tripepi Smith offers a spectrum of skills that allows us to match the appropriate resource to the task at hand, letting us execute faster and reduced 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 conduct outreach to the public across a range of platforms. Tripepi Smith is a force multiplier for the communication operations of agencies across California. From Napa to Coronado and out to Indian Wells, Tripepi Smith is actively working with over one hundred public agencies. We gain insights from the breadth of our client work and apply that knowledge to our work with each client. Regards, Ryder Todd Smith Co-Founder & President Tripepi Smith [email protected] • (626) 536-2173 • Fax: (949) 679-8371 PO Box 52152, Irvine, CA 92619 Ryder is the contact person throughout the proposal evaluation period.
City of Orange/SB 1383 Education and Outreach
4 DECLARATIONS Authorization As co-founder and president of Tripepi Smith, I am qualified to enter into agreements with the City of Orange and to make the statements on behalf of the firm. This proposal is valid for ninety (90) days from January 20, 2022. 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. Incorporation Founded in 2000 and incorporated in 2002 as a California S Corporation, Tripepi Smith is based in Orange County. FEIN: 73-1642614 California Business License: C2414674 Tripepi Smith states that: ¨ It can legally conduct business in the state of California and in the City of Orange, California. ¨ It has not colluded in any fashion with other respondents which would restrict or eliminate competition. ¨ No employee or official of the City of Orange has a material or monetary interest in this contract. ¨ It is not aware of any other actual or potential conflict of interest related to this proposal and the projects being implemented. Conflict of Interest Disclosure and Ethics Tripepi Smith operates in a complex marketplace that is more political than most industries. As a result, conflicts of interest (real or perceived) can arise. The first and foremost obligation of Tripepi Smith is to outline all existing client relationships to prospects so as to let the prospect determine if a conflict exists. At this time, Tripepi Smith does not see any conflicts with our client work and the City of Orange. To read more about Tripepi Smith’s commitment to ethics: https://www.tripepismith.com/about-us/#ethics City of Orange/SB 1383 Education and Outreach
5 RELATED FIRM EXPERIENCE Tripepi Smith has been working in local government communications for over ten years and has a strong track record of success on a range of projects, including: public education and outreach related to air and water quality, revenue measure education, COVID-19 crisis communications, economic development advertising campaigns, branding projects, community choice aggregation launch efforts and district formation/redistricting programs. 1. The City of Cypress hired Tripepi Smith as a subcontractor to conduct SB 1383 public education and outreach for residents and businesses. The work has included: content development for social media, web, and print materials, postcard and flyer design and webpage design. ● Project Team: Business Analyst Sara Madsen, Junior Business Analyst Kylie Benzing (Subcontractor to Michael Balliet Consulting) ● Date of Engagement: April 2021- Ongoing 2. Tripepi Smith is engaged by the City of Lomita to aid in communication and public outreach for Lomita Water and other general City communications. The work has included: SB 1383 public education and outreach, public tours of the water facility, development of Lomita’s Consumer Confidence Report, billing inserts, news article development, social media management related to Lomita Water and COVID-19, e-news alerts, Lomita Water website management, development of a stand-alone COVID-19 information portal website, City of Lomita website redesign and a stock photoshoot. ● Project Team: Principal Ryder Todd Smith, Director Jennifer Nentwig, Business Analyst Sara Madsen, Business Analyst Sydni Miller ● Date of Engagement: August 2016 - Ongoing 3. In anticipation of their May 2021 residential customer launch, Clean Energy Alliance (CEA) chose Tripepi Smith to provide marketing and community notification services for the nascent JPA, a partnership between the cities of Carlsbad, Del Mar and Solana Beach to operate a Community Choice Energy program. To date, Tripepi Smith completed a full brand identity and logo design, launched a new website, developed press releases, managed media relations, executed social media and e-newsletter management, produced animated videos and provided the Community Advisory Committee with materials needed to educate their communities about CEA and recruit neighboring cities to join. ● Project Team: Director of Operations Katherine Griffiths, Business Analyst Karen Villaseñor, Business Analyst Sara Madsen, Junior Business Analyst Allie Torres, and Junior Business Anayst Charlie Mounts. ● Date of Engagement: September 2020 - Ongoing City of Orange/SB 1383 Education and Outreach
6 For public education and outreach related to solid waste, Tripepi Smith is proud to partner with Michael Balliet, a solid waste a waste management consultant and auditor who has worked in the California solid waste landscape for over 30 years. Michael Balliet Consulting, LLC, (MBC) has vast experience in franchise waste hauling contracts, developing local government policies and programs, implementation and monitoring services related to State compliance and executing franchise hauler financial and performance audits. 4. The City of Costa Mesa hired MBC in 1992, and Michael has assisted them with developing and implementing all State compliance programs ever since. MBC developed draft code revisions incorporating all needed SB 1383 regulations and worked with the City attorney to finalize. He also prepared a SB 1383-compliant franchise agreement and negotiated execution by seven haulers. This agreement adds a compliance fee of $120,000 and will expand franchise revenues by 15% to 25%. MBC has also developed and implemented new SB 1383 compliant reporting programs. Their new contractor self-haul permit program (started in 2018) is generating $150,000 in new revenues from formerly unregulated hauling. • Date of Engagement: 1992 - Ongoing 5. The City of Los Alamitos work has engaged MBC since 2013. MBC oversaw an RFP process to select a new franchise hauler. This included developing a new SB 1383-compliant ordinance and franchise agreement. He also conducted workshops to execute City residents on SB 1383 compliance and the services requested by the new hauler. MBC has handled negotiations related to an extraordinary rate increase request to provide the City’s organic waste program. They helped the City receive a 40% reduction from the proposed rate. From mid-2017 (late start due to negotiations) forward they provided technical assistance program to bring the City to a 90% compliance rate with AB 1826, on a voluntary subscription service basis. ● Date of Engagement: 2013 - Ongoing City of Orange/SB 1383 Education and Outreach
7 COMPANY OVERVIEW A Public Affairs Firm that Understands Local Government 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 marketing and creative services firm, Tripepi Smith delivers content and design tailored for local government, public agencies, nonprofits and private companies—each strongly represented in our client list.
Grounded in Civic Affairs Co-Founder and CFO Nicole Tripepi Smith is a second-generation civic affairs professional (her father was a city manager for 28 years), and Co-Founder and President Ryder Todd Smith brings over a decade of public agency marketing and communications experience to the table.
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.
City of Orange/SB 1383 Education and Outreach
8 Strategic 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.”
City of Orange/SB 1383 Education and Outreach
9 Team Tripepi Smith Tripepi Smith’s team of nearly 40 communications experts offers the right professionals for the job while being small enough to be nimble and responsive. Tripepi Smith has a spectrum of experience and skills that allows us to apply the appropriate resource to the appropriate tasks to both execute faster and reduce engagement costs. These skills vary by both years of experience and core hard skills (graphic design, videography, writing, and social media, for examples). At Tripepi Smith, experienced directors and analysts drive strategy and implement messaging with support from three in-house accredited public City of Orange/SB 1383 Education and Outreach
10 relations professionals. Government affairs experts and policy wonks innovate for our dozens of municipal clients. Ten creative professionals generate compelling branding, websites, design, social media, photography and video. The result: we have an ability to tell a complete story across mediums all within our one team. Our firm operates in a virtual office environment. Being virtual allows us to engage the right talent at the right time, and it enables us to operate more efficiently to save money for our clients. That said, the team—composed of policy wonks, creative message developers, technology gurus and graphic and fine artists—is located throughout California (34) and Texas (2), Arizona (1) and New Mexico (1).
City of Orange/SB 1383 Education and Outreach
11 Services Offered 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 Waste Management Consultant Services (through partnership with Michael Balliet) ¨ Assistance with required enforcement mechanisms (i.e., ordinances and hauler agreement development updates) and procurement policy ¨ Compliance assessment of existing City and hauler programs ¨ Technical assistance programs to businesses and other stakeholders ¨ Developing new monitoring and reporting systems ¨ Self-haul, construction project, and recycler programs for compliance and revenue generation ¨ Hauler performance and financial audits, as well as rate negotiations.
City of Orange/SB 1383 Education and Outreach
12 APPROACH TO SCOPE OF ENGAGEMENT The following scope of work is being quoted by Tripepi Smith for communications and outreach work. Please note that we have Spanish speakers on staff and all communication materials noted below can be produced in both English and Spanish. Collaboration with Solid Waste Experts Tripepi Smith has enlisted the veteran expertise of Michael Balliet, a waste management consultant and auditor who has worked in the California solid waste landscape for over 30 years. His work has included developing and managing franchise waste hauling contracts, developing local government policies and programs, implementation and monitoring services related to State compliance and executing franchise hauler financial and performance audits. He will inform Tripepi Smith’s public education and outreach approach to ensure clients are in compliance with CalRecycle requirements. He will also be available as a resource to clients who are in need of guidance on the technical side of implementing SB 1383 including: enforceable mechanisms, provisions of required programs, regulation of haulers, monitoring and recordkeeping responsibilities, waivers, procurement requirements and more. Project Management Tripepi Smith proposes to coordinate project calls for this engagement and create a living agenda to manage the education and outreach efforts. After the initial set-up, these meetings would take place on a monthly basis throughout our engagement. The video calls would typically last up to an hour and will have a detailed agenda and notes. After each call, Tripepi Smith would send a summary email about decisions made on the phone call and related action steps for all involved parties. Tripepi Smith will also conduct record-keeping on a monthly basis to report out on public education and outreach activities and metrics. Creation and Updates to SB 1383 Webpage/Website Tripepi Smith would create a SB 1383 webpage with information about the state requirements and a preview of the process in the City. Tripepi Smith would update the website/pages on an ongoing basis with resources for the community, including information on edible food recovery, property management requirements and program waivers. If the City chooses to create a dedicated standalone website, Tripepi Smith would charge a flat fee of $3,750 to set up and host the site, with a $610 annual fee for hosting.
City of Orange/SB 1383 Education and Outreach
13 Social Media Support Tripepi Smith would create bilingual copy and graphics for two social media posts about SB 1383 per month throughout the engagement. We can boost posts (paid advertising) on Facebook and Instagram to help spread the word about meetings and solicit public commentary. E-Newsletter/Newsletter Content Tripepi Smith proposes to develop an article/blurb on a monthly basis to leverage existing City channels such as an e-newsletter or newsletter. In addition, we can design custom email templates to distribute SB 1383 email alerts via platforms such as Constant Contact, MailChimp, GovDelivery, etc. Print Collateral Tripepi Smith will design print collateral materials (in English, Spanish and other languages upon request), to provide necessary information to all stakeholders including hard-to-reach communities. When well-designed and well-targeted, these materials can provide community members with the information they need when/where they need it, helping drive effective behavior change. Collateral pieces may include a flyer, postcard/billing insert, door hangers, magnets, etc. Press Releases Tripepi Smith proposes to draft press releases throughout the project to ensure local media aids our efforts to reach City residents. Tripepi Smith will identify media contacts, collaborate with City staff to further expand the media list and ensure we reach diverse media. For key media, Tripepi Smith will follow up with phone calls. Community Workshops (In-Person or Virtual) If possible with COVID-19 limitations, Tripepi Smith would coordinate with City staff to identify venues and dates to host in-person workshops on SB 1383. These workshops could be tailored to share requirements and tips with specific stakeholder groups, such as businesses, multi-family community members, and single-family residential areas. Tripepi Smith would devise an agenda, facilitate discussions, document community feedback, and promote positive engagement around the process. Tripepi Smith can facilitate recording the meetings and provide videos, with any relevant slides interspersed and closed captions. We can also coordinate simultaneous interpretation with local partners.
City of Orange/SB 1383 Education and Outreach
14 Animated Video Tripepi Smith understands the power of a clear, short video in today’s communication environment, and we propose to develop a brief animated video to explain SB 1383 and its impact. We can also coordinate advertisement of the video on YouTube.
Additional Options SB 1383 Compliance Assessment Our team offers a compliance assessment, which involves expert review of all hauler and city programs to ensure full compliance with SB 1383 mandates will be achieved. Campaign Branding/Logo Tripepi Smith understands that the effectiveness of an educational campaign relies the on the strength of its recognizability and clarity. Our team is available to develop a unifying brand/logo that will be used on all assets (social media, print materials, webpages, etc.) developed as part of your SB 1383 campaign. This work will align with colors and themes from your overall agency brand and will include a custom logo concept and wordmark. TS will provide two iterations of design. TV/Radio Advertising Tripepi Smith is available to develop and coordinate advertisements on the radio and/or TV. Our team is experienced in storyboarding, script development, working with voiceover professionals and other talent, and coordinating with media outlets for ad placement. If budget allows, we recommend TV/radio advertising of your SB 1383 messaging to have the greatest possible reach. Targeted Technical Assistance and Outreach Our team offers technical assistance and outreach to specific groups (i.e. multi-family residential, multi-tenant commercial properties, largest business waste generators, and edible food generators mandated to contract for service by SB 1383). Because this work can vary widely depending on the needs in various locations, our team can scale this outreach to best meet your unique needs as a community. Public Service Announcement Video Series Tripepi Smith offers a package of four PSA-style videos promoting behaviors required by SB 1383. These videos would be available for use on social media, local public access channels, and other media outlets. Tripepi Smith also offers access to B-roll video footage related to SB 1383 adoption, such as video showing people properly recycling their organic waste.
City of Orange/SB 1383 Education and Outreach
15 Management of Dedicated Email Account Our team is available to assist in the set-up and/or ongoing management of a dedicated City email account to handle inquiries regarding SB 1383. A dedicated account managed by Tripepi Smith can enable streamlined, speedy communications specific to this issue while alleviating City staff workload.
ESTIMATED COST OF ENGAGEMENT The size and related cost of the engagement will vary widely with the breadth of the public outreach desired by the City and the assignment of work between Tripepi Smith and City staff. To accommodate for this variability, Tripepi Smith has identified two approaches to the engagement.
1. Approach One – Time and Materials Given the high variability of the type of engagement that may be needed by Tripepi Smith, we could engage with the City on a pure time and materials basis. As such, the cost for our engagements could range from $3,500 to $90,000 and would be most dependent on the extent of our work relative to work handled by City staff and the volume of the education and outreach desired by the City. Tripepi Smith can provide weekly or monthly updates on the budget use and how it is being spent depending on the nature of the engagement or project. Note that given the preliminary analysis required to determine the extent of the education and outreach needs, our minimum engagement for time and materials approach is $3,500. We will bill that initial amount at the kickoff of the project and then credit that amount toward any hourly work for the initial $3,500 in billings. This model addresses the overhead costs related to startup, preparation and initial project management related to SB 1383 efforts.
City of Orange/SB 1383 Education and Outreach
16 During our engagement, the following rates and related fees for services would apply. 2021-22 Hourly Rates Hourly - Ad Hoc Hourly - Retainer Principal $300 $260 Director $200 $180 Art Director $200 $180 Senior Business Analyst $165 $150 Business Analyst $115 $105 Junior Business Analyst $90 $80 Senior Videographer/Animator $160 $145 Senior Photographer $145 $130 Photographer/Videographer $110 $100 Senior Graphic Designer $145 $130 Graphic Designer $115 $105 Junior Graphic Designer $90 $80 Web Developer $160 $140 Drone Operator $165 $150 Time at Tripepi Smith is billed in 15-minute increments. See the following examples for how we invoice our time: 1.25, .75, 4 or 6.5 hours. If Tripepi Smith is requested to be onsite, we will invoice for travel time at half-rate of the resource’s Standard Rate. Sometimes, we have a resource who work across categories of skills. For example, we may have a videographer who operates a drone. When that person is doing the category of skill, that skill rate will apply. In this example, a videographer flying a drone is billed at the drone operator rate. Other Fees 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 the course of our engagement that you should be aware of. Website Fee The City can use a page or pages on its own website for this project or it can contract with Tripepi Smith to build a project specific website (custom domain name/URL, similar visuals to City website, total directly control by Tripepi Smith). We do this work on a flat fee basis City of Orange/SB 1383 Education and Outreach
17 of $3,750 per site with an annual hosting fee of $610 which includes hosting, SSL Certificate and a single domain name annual fee. If the City prefers to use its own website, our work on that site will be handled on a time and materials basis. Content for the website in two languages is addressed as part of other reengagement options. Equipment Fees Tripepi Smith offers some services that require equipment, such as drone operations and video production. As such, in those cases, the following rates apply: ● $750 for a full day of video equipment use (includes full set of video equipment). Full day is defined as a shoot lasting more than four hours. ● $450 for a half day of video equipment use. Half day is defined as anything up to four hours of video production. All such expenses will be authorized by the organization prior to fee being assessed. ● $500/day drone fee applies and is not inclusive of the drone operator time (drone operator rate). Larger production projects may require additional fees for extensive equipment needs, multiple cameras, live switchboards and more. These fees will be discussed prior to being incurred with the City. Printing Fees 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. Tripepi Smith typically has the printer bill the client directly for work. Tripepi Smith makes no money on print services and has no economic interest in the selected print vendor other than ensuring quality and fair pricing for our clients. If Tripepi Smith is asked to pay the bill for the client, we will apply a 10% agency fee to the reimbursement expense. Media Placement Purchase fees for advertising media space is not included on Tripepi Smith advertising proposals. Usually, clients contract directly with media, but in the event Tripepi Smith covers these fees, then we will charge an additional 10% agency fee on all advertising charges to compensate for the administrative overhead. (Labor time associated with researching media placement will be charged on a time & materials basis.) Digital Advertising Fees 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 City of Orange/SB 1383 Education and Outreach
18 outreach strategy; often this comes with digital advertising fees. Tripepi Smith typically uses a client’s credit card to cover such fees, and those fees are impossible to estimate at this time without our firm being engaged in the work with the team. If a Tripepi Smith credit card is used to run the advertising campaign, then we will charge an additional 10% agency fee on all advertising charges to compensate for the administrative overhead.
2. Approach Two – Fixed-Price Engagement This approach uses a fixed scope and fee approach to bring more certainty to the cost of the outreach for the City. Work that evolves beyond the defined scope is addressed on either an incremental noted fee basis or through time and material work. Such incremental work would be clearly noted and authorized by the City in writing prior to proceeding. The Fixed-Price Engagement focuses on promoting general awareness and understanding of SB 1383, and also includes 3 community workshops and additional tools to advance behavior change in the community. It also assumes that Tripepi Smith takes on a far more expansive role in the project management of the overall effort to further alleviate City Staff in the process. The project duration is for 12 months. The Expansive Engagement includes the following: • Project management for education and outreach • Creation of a dedicated standalone SB 1383 website, including custom resources and ongoing updates • Development of bimonthly social media graphics/posts, including creation and set-up of 4 ads/boosted posts • 3 in-person community workshops* (with the option to tailor each workshop to a stakeholder group such as businesses, multifamily community, single-family community, etc.) • Campaign branding including a logo concept/wordmark • Animated explainer video and set-up of YouTube ad • Monthly content for e-newsletter/newsletter • Development of e-newsletter alert templates • Design of postcard/billing insert, flyer and up to 4 additional collateral pieces such as door hangers, magnets, etc. (excludes costs of printing/mailing) • Leadership talking points • 6 press releases and corresponding media outreach City of Orange/SB 1383 Education and Outreach
19 Package Price Fixed-Price Engagement Package $73,150 Recommended Funds for Printing/Mailing $12,000 Recommended Funds for Social Media Advertising $2,400
Total Package Price (Excluding Any Add-On Options Listed Below) $87,550 Add-On Options Price SB 1383 Compliance Assessment $1,600 Each Additional In-Person Workshop $2,350* First/Each Additional Virtual Workshop $2,390 / $ 1,670 Video Recording at In-Person Meeting $1,400
Video Recording/Editing of Virtual Meeting $400
Package of 4 PSA Videos $5,870 Access to B-Roll Video Footage $500 Management of a Dedicated SB 1383 Email Account $587.75/month Additional Targeted Technical Assistance and Outreach Time & Materials TV & Radio Ads Time & Materials Coordinating translations/ interpretations for languages other than Spanish Time & Materials *In-person workshop pricing does not include travel costs.
City of Orange/SB 1383 Education and Outreach
20 Payment Schedule and Terms For ad hoc work, we invoice at the end of each month for that month’s services. Terms are NET 30 days. For fixed price project work that spans the 12 month projected duration of this engagement, we will invoice on the second, fifth, eight and twelfth month of the 12 month engagement in equal 25% increments. Any expenses we incur or one off additional project will invoice upon delivery.
City of Orange/SB 1383 Education and Outreach
21 References Contact Description City of La Cañada Flintridge Carl Alameda Director of Admin Services 818.790.8880 [email protected] General communications support, quarterly newsletter content and layout, graphic design, media relations, social media management Pivot Charter School Jayna Gaskel Executive Director 530.550.7616 [email protected] Online advertising campaigns, social media management, collateral development, web content and maintenance, photography and videography, print advertising California City Management Foundation Ken Pulskamp Executive Director 661.510.0888 [email protected] Communications planning, membership support, website design, website support, graphic design, event staffing, event planning, photography, videography, program management City of Cupertino Brian Babcock Public Information Officer 408.777.3262 [email protected] Style guide creation, brand evaluation, communications assessment, website evaluation (and prior work with Brian at City of Saratoga) City of Tracy Barbara Harb EDFP, Economic Development Analyst 209.831.6491 [email protected] Message development, audience identification, graphic design, and digital advertising campaign management
City of Orange/SB 1383 Education and Outreach
22 Clients Tripepi Smith has been selected to work with over sixty local government agencies to help with their communications. 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. California City Management Foundation California Joint Powers Insurance Authority City of Aliso Viejo City of American Canyon City of Anaheim City of Azusa City of Baldwin Park City of Bellflower City of Claremont City of Coronado City of Covina (City of) Culver City City of Cupertino City of Cypress (City of) Daly City City of Danville City of Downey City of Duarte City of El Cerrito City of Fountain Valley City of Fullerton City of Grover Beach City of Hawaiian Gardens City of Hercules City of Huntington Beach 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 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 Newport Beach City of Norwalk City of Orange City of Orinda City of Palm Desert City of Palmdale City of Paramount City of Pico Rivera City of Pomona City of Rancho Palos Verdes City of Rancho Mirage City of Renton, WA City of Riverbank City of Rolling Hills Estates City of Santa Clarita City of Santa Cruz City of Santa Paula City of Saratoga City of South Gate City of Tracy City of Tustin City of Twentynine Palms City of Vallejo City of Vista City of Walnut (City of) Yuba City Town of Yucca Valley Town of Windsor California Choice Energy Authority Citrus Heights Water District Claremont McKenna College Costa Mesa Sanitary District El Toro Water District Municipal Management Association of Northern California Municipal Management Association of Southern California Orange County City Manager Associations Rowland Water District San Gabriel Valley City Manager Association South Orange County Wastewater Authority
City of Orange/SB 1383 Education and Outreach
23 PROJECT TEAM STAFFING Proposed Team
Ryder Todd Smith Co-founder President
Jen Nentwig Director APR
Michael Balliet Director
Sara Madsen Bus. Analyst
Kylie Benzing Jr. Business Analyst Anne Jang Jr. Business Analyst
It is anticipated that Business Analyst Sara Madsen will be the team lead for the proposed engagement. Sara will handle account and project management, logistics, coordination and creative direction for writing and design. Tripepi Smith Director Jen Nentwig will make leadership presentations, facilitate community discussions and actively participate with senior staff in ideation and brainstorming. Director Michael Balliet will provide technical expertise throughout the engagement and participate as a subject matter expert in check-in calls, workshops, and other projects as applicable. Junior Business Analysts Kylie Benzing and Anne Jang will provide support for content development, graphic design, website updates, etc.
City of Orange/SB 1383 Education and Outreach
24 Bios (see resumes in the appendix to learn more about the proposed team) Ryder Todd Smith – President Ryder has a mixed background in the worlds of government relations, technology and marketing. He served as the SVP 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 leads Tripepi Smith and is the ultimate project owner on all work handled by the firm. He is the creator of the City Internet Strategies Study, publisher of the Civic Business Journal, and a frequent speaker on the local government circuit. His insights have been published in Western City and PM magazines. He volunteers his time as vice chair of the Rose Institute of State and Local Government Board of Governors and previously served as a Planning Commission for the City of Tustin. Ryder graduated from Claremont McKenna College with a Bachelor of Arts in Philosophy, Politics, Economics and a dual degree in Economics. Jennifer Nentwig, APR – Director Jennifer Nentwig is a talented, well-rounded communications professional and project manager with more than 13 years of experience serving government organizations. She has built and implemented programs in strategic communications, media relations, internal communication, community relations and social media. Her skills include website and social media management, development of content including articles, speeches, talking points and FAQs, as well as event planning and implementation. Jen’s clients include the City of Vallejo, City of Lomita, Pivot Charter School, Costa Mesa Sanitary District and City of Lancaster. She is a Hootsuite Social Marketing Professional, is Facebook Blueprint certified, and has her Accreditation in Public Relations from the Public Relations Society of America (PRSA). Michael Balliet – Director Michael Balliet brings extensive solid waste industry experience to his consulting and auditing services for local governments. Mr. Balliet’s primary field of expertise is in solid waste franchising, waste hauler management, agreement compliance audits, financial audits and rate setting analysis, as well as his in-depth understanding of the regulations governing solid waste collection, diversion and disposal, and how local jurisdictions can effectively meet State legislative requirements. His audits of franchise hauling agreements have included the reviews of hauler operations and accounting practices throughout California and Nevada, Montana, Texas, Florida, and Georgia. He has performed well over 500 hauler-audits, and over 20 landfill and material recovery facility audits, producing an average client recovery City of Orange/SB 1383 Education and Outreach
25 of over $50,000. He has never had an audit fail to reach satisfactory resolution. Mr. Balliet has been an environmental consultant based in California since 1991. As part of his work with local governments he has audited and developed recycling programs for many of the largest businesses in Los Angeles County (Northrop, Allied Signal, Dow Chemical, Mobil Oil, etc.). Work in Orange County began in 1992 with the City of Costa Mesa and eventually moved to institutional clients (U.C. Irvine) and Orange County’s most visible business, Disneyland. For the past several years this focus has shifted to AB 341 and AB 1826 compliance programs. Sara Madsen – Business Analyst/Graphic Designer Sara Madsen is a talented project manager and graphic designer with a background in marketing and environmental sustainability, in which she earned her degree from San Diego State University. Her formal education in Visual Communications and passion for the environment led her to complete a Creative Design internship with ECOLIFE Conservation. During her time with the non-profit, she advanced her strategic approach to graphic design. As a continuation of her interest in non-profits, NGOs, and the public sector, Sara tackles graphic design, digital marketing and web development projects for clients and Tripepi Smith. Her clients include City of Indian Wells, City of Paramount, City of Hawaiian Gardens, City of Vallejo, City of Lomita, City of Culver City, City of Palm Desert, City of Palmdale, California Choice Energy Authority, Santa Clarita Valley Water, California Joint Powers Insurance Authority, Renne Public Law Group and Civiltec Engineering. Sara is certified as a Constant Contact Certified Solutions Provider and Hootsuite Social Marketing Professional. She has also completed the Public Policy Making Academy II at the University of California, Irvine and the Executive Education Forum for Local Leaders at the University of Southern California. Kylie Benzing – Junior Business Analyst Kylie Benzing brings a diverse skillset to the team from her experience in several industries, such as litigation services, academic administration and music marketing. She graduated from Biola University with a Bachelor of Science in Business Administration with a concentration in Business Management. She has a strong background in social media strategy, website development, writing and scheduling and high-volume operations due to her experiences as Administrative Assistant at Biola University, Marketing Intern at Transparent Productions, Social Media Marketing Manager at TSE Worldwide Press and Operations Associate at TSG Reporting.
City of Orange/SB 1383 Education and Outreach
26 Kylie is a certified Hootsuite Social Marketing Professional. Her clients include Cypress Organics Recycling, the City of Santa Barbara, the City of Carlsbad and Independent Cities Finance Authority. Anne Jang – Junior Business Analyst/Junior Graphic Designer Anne Jang brings a tireless work ethic and commitment to quality to the Tripepi Smith team with a background in graphic design, marketing and public policy. She graduated from Claremont McKenna College and majored in Government and Philosophy. She developed her skills in project management, event planning and marketing while studying at Claremont McKenna College with experiences with research institutes, several other clubs, and off-campus internships such as the Veterans’ Legal Institute and the Orange County Board of Supervisors. Anne is a certified Hootsuite Social Marketing Professional. She is an editor of PublicCEO.com and works with many of Tripepi Smith’s redistricting clients.
City of Orange/SB 1383 Education and Outreach
27 APPENDIX: WORK SAMPLES The following examples highlight work that speaks to the breadth of Tripepi Smith’s communication skills. We encourage you to see all the work we have done for clients through our online portfolio at: www.tripepismith.com/work.
Districting Websites/Subpages Description: The districting website in Lake Forest and districting subpages in Palm Desert are representative of our work creating districting-related websites for public agencies.
City of Orange/SB 1383 Education and Outreach
28 City of Palm Desert – Bilingual Community Meeting Materials Description: Tripepi Smith provided Powerpoints (sample English slide below) and flyers (sample flyer in Spanish below) for distribution at Palm Desert’s districting workshops.
City of Orange/SB 1383 Education and Outreach
29 City of La Cañada Flintridge –
Newsletter
Description: The City of La Cañada Flintridge (LCF) engaged Tripepi Smith in 2014 to perform a communications assessment and provide recommendations for expanding City communications. Our firm was subsequently engaged to perform part time PIO services. Over the years we have delivered revised logos for the City and consistently delivered a sophisticated, quarterly community newsletter, the LCF Vista.
City of Orange/SB 1383 Education and Outreach
30 City of Murrieta State of the City –
Video
Description: Tripepi Smith delivered the first-ever State of the City Video for the City of Murrieta. The video debuted on July 24, 2019 at Mayor Jonathan Ingram’s State of the City address. The 19-minute video features more than a dozen interviews of City employees and Murrieta community members to give the viewers a taste of the good life in Murrieta. “Murrieta has a lot of progress to report, from new infrastructure investments to innovative public safety and a growing healthcare sector. Our community has seen a lot of growth, yet maintains a commitment to providing high-quality, economical, responsive services to our residents,” said Kim Summers, City Manager of the City of Murrieta. “Tripepi Smith guided our team through the storytelling process, capturing the high quality of life we have here in Murrieta, and the resulting video is a product that our whole community can be proud of. The Tripepi team was an excellent partner with the City in executing this projet.” The project, led by Tripepi Smith President Ryder Todd Smith and Business Analyst Melanie James, involved a detailed script process, interviews with 20 people over two days and additional b-roll shoots to capture a variety of locations in Murrieta, including parks, healthcare centers, schools, businesses and public safety buildings. Videographers Eric Lowy and Angel Ruiz were key in capturing the City’s esteemed quality of life. The video was also supplemented by Murrieta’s large photo library and engaged staff. Access the video: https://vimeo.com/286035591
City of Orange/SB 1383 Education and Outreach
31 City of Indian Wells – Infographics
Description: Tripepi Smith used engaging information graphics to translate Indian Wells’ budget data into an engaging “Budget-at-a-Glance” mailer that successfully put the information in front of the community in a digestible way.
City of Duarte - Engagement Report
Description: Tripepi Smith has been providing communication support on a retainer basis for the City of Duarte since June 2020. As part of our engagement, Tripepi Smith provides a monthly dashboard report to City Staff for them to review progress and distribution impacts of their communication efforts. Social media is a major component of the engagement, and Tripepi Smith provides metrics related to social media work to the City Staff each month. This metrics report, which is ultimately delivered to City Council, provides critical insights into the City’s
City of Orange/SB 1383 Education and Outreach
32 outreach efforts and has helped advance a culture of communication at the City. Tripepi Smith strongly encourages our clients to generate monthly dashboard reports on communication efforts to ensure progress is being measured or shortcoming are being identified.
City of La Cañada Flintridge - Website
Description: Tripepi Smith delivered a new website for the City of La Cañada Flintridge (LCF) at the end of 2019. The site is built in WordPress and followed our standard development process: Website Specification, Website Design, Programming, Quality Assurance Testing, and Training and Launch. We have done this process dozens of times, and the results have been successful. LCF included a requirement in their RFP for an opensource solution for the website, as they wanted to avoid proprietary lock-in. This result was achieved with the Tripepi Smith-developed website, which also included important features like ADA compliance, proper embedding of third-party city tools, website security, pop-up alerts and a dead simple content management system that various staff feel comfortable editing. The process took about eight months to complete. www.cityoflcf.org
City of Orange/SB 1383 Education and Outreach
33 SOCWA – Website & Brochure Description: In addition to designing the SOCWA website, Tripepi Smith created their overview brochure to highlight the role they and their member agencies play, as well as to educate ratepayers on the subject of wastewater treatment. www.socwa.com City of Lomita - Website
Description: Tripepi Smith built a new user-friendly website for the City of Lomita Water Division. www.lomitawater.com
City of Orange/SB 1383 Education and Outreach
34 Inland Empire Utilities Agency - Logo Description: The Inland Empire Utilities Agency (IEUA) engaged Tripepi Smith to refresh and rebuild their website. We created a new website for the client and continued maintenance support for them. In addition, Tripepi Smith has handled creative and marketing support surrounding the drought. www.ieua.org California JPIA - Brochure
Description: California JPIA needed a marketing brochure that reflected their commitment to remain the absolute best in their field. Tripepi Smith created a rich, custom cut piece. The logo showed through a small window and special textural varnishes created tactile effects and made the key elements really pop. Tripepi Smith serves JPIA’s overall graphic needs.
City of Orange/SB 1383 Education and Outreach
35 City Stock Photography
Description: Tripepi Smith provides a wide array of event, architectural portrait and street photography services. Our team uses high resolution professional DSLR equipment – primarily Sony A7III cameras with premium lens options. This professional equipment is matched with the talent of our team members and their post-production Photoshop and Lightroom skills to generate great results for our clients.
Social Media for City Brands
Tripepi Smith manages social media channels for several government agencies. The following are examples to review: https://www.facebook.com/CityOfCulverCity/ https://twitter.com/culvercitygov?lang=en https://www.instagram.com/culvercitygov/?hl=en https://www.facebook.com/CityofSantaPaula/ https://twitter.com/santapaulacity https://www.facebook.com/CityOfLaCanadaFlintridge/ https://twitter.com/TheCityofLCF/ https://www.facebook.com/HawaiianGardens1/ https://twitter.com/hawaiiangardens https://www.instagram.com/hgcityca/
City of Orange/SB 1383 Education and Outreach
36 MuniTech Academy - Flyer
Description: Tripepi Smith created promotional flyers for the education branch of the Municipal Information Systems Association of California, MuniTech Academy.
City of Orange/SB 1383 Education and Outreach
37 City of La Cañada Flintridge –
Flyer/Mailer
Description: The City of La Cañada Flintridge tapped Tripepi Smith to create a flyer with tips for preventing the spread of COVID-19 that was mailed to all residents.
Livermore - Banners
Description: The City of Livermore engaged Tripepi Smith to promote temporary parking at a garage in its downtown.
City of Orange/SB 1383 Education and Outreach
38 Content Development The following are sample press releases and stories that Tripepi Smith drafted or helped develop: City of Manhattan Beach City Terminates Employment Agreement with Fire Chief https://www.citymb.info/Home/Components/News/News/4803/43 City Council Expands and Clarifies LA County Public Health Orders Closures and Operational Requirements of Numerous Business Types https://www.citymb.info/Home/Components/News/News/4701/4811?npage=1&arch=1 City of Grover Beach Help Shape Grover Beach by Pursuing a Position on the City Council or Planning Commission http://www.groverbeach.org/ArchiveCenter/ViewFile/Item/1808 City of Santa Paula Santa Paula adopts balanced budget for Fiscal Year 2020/21 https://spcity.org/CivicAlerts.aspx?AID=31 Santa Paula's Local Sales Tax Dollars at Work https://spcity.org/CivicAlerts.aspx?AID=26 City of Santa Ana Santa Ana Establishes 200-Bed Interim Homeless Shelter in 28 Days https://www.westerncity.com/article/santa-ana-establishes-200-bed-interim-homeless-shelter-28-days **Ghost wrote article for City of Santa Ana Staff. Ran in Western City Magazine City of Indian Wells Mayor’s Letter to Community – July 2020 https://conta.cc/2VDR9ri Indian Wells Celebrates Change and What Remains the Same City of Orange/SB 1383 Education and Outreach
39 https://www.palmspringslife.com/indian-wells-ca/ Indian Wells Budget-at-a-Glance https://www.cityofindianwells.org/home/showdocument?id=4661 California Joint Powers Insurance Authority City of Monrovia Engages Community in Prevention–Based Approach to Homelessness https://cjpia.org/newsletter/issue-97/article-8 City of La Cañada Flintridge Leverages Trail Immunity https://cjpia.org/newsletters/issue-91/article-6 City of Orange/SB 1383 Education and Outreach
40 APPENDIX: 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 Cum Laude Honors City of Orange/SB 1383 Education and Outreach
41 JENNIFER NENTWIG, APR TRIPEPI SMITH – DIRECTOR 01/21 – PRESENT ● Strategic advice and project leadership across an array of clients ● Redistricting subject matter expertise, business development and project management ● Internal leadership on policy areas like water quality, major infrastructure projects TRIPEPI SMITH – SENIOR BUSINESS ANALYST 08/19 – DECEMBER 2020 ● Provides project management and account support for numerous clients ● Develops content including strategic messaging, leadership talking points, speeches and articles COUNTY OF ORANGE – COMMUNICATIONS MANAGER 11/16 – 8/19 ● Managed County website and social media accounts, including Facebook, Twitter, Instagram and Nextdoor ● Developed and implemented communication plans, including talking points, key messages and FAQs ● Led development of award-winning monthly digital magazine reaching 18,000 County employees BOOZ ALLEN HAMILTON – COMMUNICATIONS CONSULTANT/ASSOCIATE 09/11 – 11/16 ● Led communications support of several U.S. military clients such as the Naval Aviation Enterprise ● Developed and published high-visibility products including vision documents and strategic plans U.S. AIR FORCE RESERVES – PUBLIC AFFAIRS OFFICER/MAJOR 09/11 – PRESENT ● Provides once-a-year Public Affairs support to active-duty U.S. Air Force units U.S. AIR FORCE – PUBLIC AFFAIRS OFFICER/CAPTAIN 05/07 – 08/11 ● Served as Director of Public Affairs for U.S. military joint task force providing humanitarian assistance and disaster relief ● Led media relations program and community relations events for Nellis Air Force Base, Nevada, including support for a visit and speech by President Barack Obama EDUCATION UNIVERSITY OF SAN DIEGO – SAN DIEGO, CA ● Master of Science in Global Leadership UNIVERSITY OF NOTRE DAME – NOTRE DAME, IN ● Bachelor of Arts in Political Science, Minor in Hesburgh Program of Public Service – Magna Cum Laude Honors PROFESSIONAL DEVELOPMENT ● Accreditation in Public Relations, Public Relations Society of America 2015 ● Public Affairs Qualification Course, Defense Information School 2007 CERTIFICATIONS ● Facebook Blueprint Digital Marketing Associate 07/20 ● Hootsuite Social Marketing 09/19 SOFTWARE ● Hootsuite ● Constant Contact ● Canva City of Orange/SB 1383 Education and Outreach
42 MICHAEL BALLIET TRIPEPI SMITH – DIRECTOR 06/21 – PRESENT ● Conduct market research to provide client insights ● Develop strategy to improve social media marketing efforts ● Write stories and press releases for the firm’s website and city clients MICHAEL BALLIET CONSULTING, LLC – PRESIDENT 01/99 – PRESENT ● Develop and manage municipal and county government waste hauling contracts ● Perform all aspects of compliance consulting services related to State solid waste mandates ● Execute franchise hauler audits, both financial and performance, throughout the state of California, Texas, Georgia, Florida and Nevada AMERICLEAN ENVIRONMENTAL SERVICES, INC. – CHIEF OPERATING OFFICER 07/91 – 12/98 ● Launched business, obtained first municipal contracts, and supported growth into a multi-million dollar consulting practice employing 20 professionals EDUCATION UNIVERSITY OF CALIFORNIA, IRVINE – IRVINE, CA ● Business/Managerial Economics AREAS OF EXPERTISE ● Waste Hauling RFP & Performance Reviews ● Waste Hauler Financial Audits ● Waste Management Program Development and Implementation ● Landfill Compliance and Financial Audits ● Municipal Solid Waste Contract Compliance Program Development ● Business Technical Assistance Programs ● Educational Program Development ● Waste Collection Feasibility and Rate Studies ● Grant Application Development/Project Management CURRENT CLIENTS ● Waste City of Costa Mesa, CA – 1992 to Present ● City of Laguna Woods, CA – 2001 to Present ● Costa Mesa Sanitary District – 2010 to Present ● City of Irvine, CA - 2013 to Present ● City of Los Alamitos – 2013 to Present ● City of Diamond Bar – 2015 to Present City of Orange/SB 1383 Education and Outreach
43 SARA MADSEN TRIPEPI SMITH – BUSINESS ANALYST/GRAPHIC ARTIST 01/21 – PRESENT ● Project Management: Serve as project manager lead across multiple clients; execute project management tasks and ensure deliverables are completed efficiently and meet and exceed client quality expectations ● Graphic Design: Manage creative strategy and execute graphic design on assignments such as logo development and infographic design ● Website Development: Manage website design process, content transfer, modification and maintenance ● Writing: Produce and distribute social media, articles, newsletters, surveys and press releases TRIPEPI SMITH – JUNIOR BUSINESS ANALYST/GRAPHIC ARTIST 07/18 – 12/20 ● Execute graphic design on layout and concept design of brand-consistent print and web projects ● Manage website design, modification and maintenance ● Produce and distribute social media, articles, newsletters, surveys and press releases ● Set up, assistance and publication of e-newsletter campaigns and additional email marketing EDUCATION ● Bachelor of Science in Marketing, Concentration: Integrated Marketing Communications, Minor in Sustainability – San Diego State University – San Diego, CA – Cum Laude ● Associate of Arts in Visual Communications – Fashion Institute of Design and Merchandising – Los Angeles, CA – Magna Cum Laude PROFESSIONAL DEVELOPMENT ● UCI Public Policy Making Academy II 03/20 ● CAPIO “Facebook and Instagram for Government” Workshop 12/19 ● USC Executive Education Forum for Policy and Administration 10/19 CERTIFICATIONS ● Constant Contact Certified Solutions Provider 09/21 ● Hootsuite Social Marketing 06/19 SOFTWARE ● Adobe Illustrator ● Adobe Photoshop ● Adobe InDesign ● Adobe Lightroom ● Constant Contact ● Hootsuite ● WordPress ● Canva ● Microsoft Office City of Orange/SB 1383 Education and Outreach
44 KYLIE BENZING TRIPEPI SMITH – JUNIOR BUSINESS ANALYST 06/21 – PRESENT ● Conduct market research to provide client insights ● Develop strategy to improve social media marketing efforts ● Write stories and press releases for the firm’s website and city clients TSG REPORTING – OPERATIONS ASSOCIATE 11/20 – 04/21 ● Consulted with worldwide law firms to provide them with proper litigation needs ● Managed the schedules of 300+ global reporters, videographers and digital operators ● Provided technical support to prepare all litigation staff for remote work ● Set up and monitored 50+ Zoom meetings daily to ensure logistical success. TSE WORLDWIDE PRESS – SOCIAL MEDIA MARKETING MANAGER 05/20 – 11/20 ● Reconstructed and co-designed a new website for TSE Worldwide Press ● Initiated marketing and PR tactics to build the branding for entrepreneur Sarah Tse ● Implemented a social media marketing plan for the company and entrepreneur ● Redesigned the branding of the entrepreneur's various social media platforms BIOLA UNIVERSITY – ADMINISTRATIVE ASSISTANT 10/17 – 11/20 ● Monitored daily and weekly schedules and monthly calendar obligations for Academic Advisor ● Built and tracked degree checklists for students before academic advising sessions ● Worked closely and diligently with faculty members to help them in achieving their goals ● Assisted with management and tracking of event information and ticketing ● Input travel documentation and expenses for speakers, faculty and event planning teams ● Liaison between the accounting, purchasing and cashier departments EDUCATION ● Bachelor of Science in Business Administration - Management – Biola University – La Mirada, CA o Dean’s List Recipient CERTIFICATIONS ● Hootsuite Social Marketing 06/21 SOFTWARE ● Google Suite ● Microsoft Office ● Canva City of Orange/SB 1383 Education and Outreach
45 ANNE JANG TRIPEPI SMITH – JUNIOR BUSINESS ANALYST 01/21 – PRESENT ● Research and produce deliverables on diverse local governance topics ● Write stories and press releases for the firm’s website and city clients ● Execute graphic design on layout and concept design of brand-consistent print and web projects ORANGE COUNTY BOARD OF SUPERVISORS – POLICY AND LEGISLATIVE INTERN 01/20 – 05/20 ● Delivered promotional content to the creative production team and organized and logged ongoing footage ● Collaborated with graphic designers to provide art direction for promotional artwork development ● Researched the competitive landscape, analyzed valuable partnerships and arrange visual presentations POLICY LAB – STUDENT ANALYST 08/19 – 12/19 ● Researched pertinent policy issues, created visualizations, composed memos, and presented findings to clients ● Analyzed and conducted research for Congressional Earmark Reform on behalf of the R Street Institute VETERANS LEGAL INSTITUTE – MARKETING AND LEGAL ASSISTANT 05/18 – 07/19 ● Researched and contacted over 300 organizations and individuals requesting fundraising support ● Designed a case statement conveying the mission and future needs of the Institute graphically ● Collaborated with Director of Development and Executive Director on other responsibilities as assigned BERGENER MIREJOVSKY LAW – MARKETING AND LEGAL ASSISTANT 07/18 – 08/18 ● Developed website by building graphics and writing content ● Conducted research, identified problems and advised readers about preventable accidents ● Supported marketing executive in projects aimed at promoting firm, event planning, and publicity EDUCATION ● Bachelor of Arts in Government and Philosophy – Claremont McKenna College – Claremont, CA CERTIFICATIONS ● Hootsuite Social Marketing 01/21 SOFTWARE ● Adobe Photoshop ● Adobe Illustrator ● Adobe InDesign ● Adobe Lightroom ● Canva