Agenda packet — Santa Ana City Council, July 18, 2023 (part 5 of 9)

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EXHIBIT(S)

1. Agreement with Communications LAB

2. Agreement with CV Strategies

3. Agreement with Straightline Communications LLC
Submitted By: Nabil Saba, P.E., Executive Director – Public Works Agency Approved By: Kristine Ridge, City Manager

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CONSULTANT AGREEMENT BETWEEN THE CITY OF SANTA ANA AND

COMMUNICATIONS LAB FOR PREPARATION OF CONSUMER CONFIDENCE

REPORTS AND AUXILIARY SERVICES ON AN ON-CALL BASIS
THIS AGREEMENT is made and entered into on this 18th day of July , 2023 by and between Communications LAB (“Consultant”), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California (“City”).

RE
CITALS
A. On
April 13, 2023 the City issued a Request for Proposal (“RFP”) No. 23-014, by which it desired to retain a c onsultant having special skill and knowledge in the preparation of Annual C onsumer Confidence R eports regarding the City’s water system and sanitary sewer system, as well as the performance of the following “Auxiliary Services” including, but not limited to: the creation of a Strategic Plan; updating the City website and web based CCR; composing and designing ready for print brochures, postcards letters, and bill inserts for public distribution; development of water related campaigns ; targeted outreach for water campaign s; creation of live action media and videos including Public Service Announcements, on an on-call basis for the City’s Public Works Agency.

B. C
onsultant submitted a responsive proposal that was among those sel ected by the C ity.

Consultant represents that it is able and willing to provide such services described in the scope of work that was included in the RFP No. 23-014.

C. I
n undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field.

NO
W THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows:

1. S

COPE OF SERVICES
C
onsultant shall perform all those services described above and described in the scope of work section included in RFP No. 23-014 on an on- call basis and at the City’s sole discretion during the term of this Agreement, the tasks and obligations including all labor, materials, tools, equipment, and incidental customary work required to fully and adequately complete the services described and set forth above, and in the “Scope of Services - Exhibit A”, attached hereto and incorporated by reference, and as further described in Consultant’s Proposal, attached hereto an incorporated herein by this reference as “Consultant’s Proposal - Exhibit B”.

2. CO

MPENSATION
a. C
ity neither warrants nor guarantees any minimum or maximum compensation to Consultant under this Agreement. Consultant shall be paid only for actual services EXHIBIT 1

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performed under this Agreement at the rates and charges identified in Consultant’s Fee Proposal, which is attached hereto and fully incorporated herein by this reference as “Compensation - Exhibit C”. Consultant is one of three (3) separate consultants selected to provide services on an on- call basis under RF P No. 23- 014. The total compensation for services provided by all consultants selected under RFP No. 23- 014 shall not exceed the shared aggregate amount of $900,000.00 during the term of this Agreement, including any extension periods, as set forth in Section 3, below. b. Payment by City shall be made within forty-five (45) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City.

3. TERM

This Agreement shall commence on July 18, 2023 and end on July 17, 2026 for an initial three-year term, with the option for the City to grant one (1), two-year extension exercisable by a writing by the City Manager and the City Attorney, unless terminated earli er in accordance with Section 15, below.

4. INDEPENDENT CONTRACTOR

Consultant shall, during the entire term of this Agreement, be construed to be an independent contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer -employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in whi ch Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes.

5. OWNERSHIP OF MATERIALS

This Agreement creates a non -exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other doc uments or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement (“Documents & Data”). Consultant shall require all subconsultants to agree in writing that City is granted a non -exclusive and perpetual license for any Documents & Data the sub consultant prepares under this Agreement.

Consultant represents an d warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City’s sole risk.

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6. INSURANCE

Consultant shall procure and maintain for the duration of the contract insurance aga inst claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder and the results of that work by the Consultant , its agents, representatives, employees or subconsultants.

a. Consultant shall not commence work for the City until it has provided evidence satisfactory to the City that it has secured all insurance required under this Section. In addition, Consultant shall not allow any subconsultant to commence work on any subcontract until it has secured all insurance required under this Section.

b. Insurance coverage shall be at least as broad as:

(i) Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an “occurrence” basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $ 1,000,000.00 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit.
(ii) Workers’ Compensation insurance as required by the State of California, with Statutory Limits, and Employer’s Liability Insurance with limit of no less than $1,000,000.00 per accident for bodily injury or disease. (iii)Professional Liability (Errors and Omissions) Insurance appropriates to the Consultant’s profession, with limit no less than $1,000,000.00 per occurrence or claim, $2,000,000.00 aggregate.
(iv) If the Consultant maintains broader coverage and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City.
c. Other Insurance Provisions. The insurance policies are to contain, or be endorsed to contain, the following provisions:
(i) Additional Insured Status. The City, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Consultant including materials, parts, or equipment furni shed in connection with such work or operations. General liability coverage can be provided in the form of an endorsement to the Consultant’s insurance (at least

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as broad as ISO Form CG 20 10 11 85 or both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 forms if later revisions used). (ii) Primary Coverage. For any claims related to this contract, the Consultant’s insurance coverage shall be primary insurance primary coverage at least as broad as ISO CG 20 01 04 13 as respects the City, its officers, of ficials, employees, and volunteers. Any insurance or self -insurance maintained by the City, its officers, officials, employees, or volunteers shall be excess of the Consultant’s insurance and shall not contribute with it. (iii)Notice of Cancellation. Each insurance policy required above shall state that coverage shall not be canceled, except with notice to the City. (iv) Waiver of Subrogation. Consultant hereby grants to City a waiver of any right to subrogation which any insurer of said Consultant may a cquire against the City by virtue of the payment of any loss under such insurance. Consultant agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer. (v) Self-Insured Retentions. Self -insured retentions must be declared to and approved by the City. The City may require the Consultant to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention.

The policy language shall provide, or be endorsed to provide, that the self - insured retention may be satisfied by either the named insured or City. (vi) Acceptability of Insurers. Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M. Best’s rating of no less than A: VII, unless otherwise acceptable to the City.
(vii) Verification of Coverage. Consulta nt shall furnish the City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage required by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements to City before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant’s obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. (viii) Subcontractors. Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Consultant shall ensure that City is an additional insured on insurance required from subcontractors.

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(ix) Special Risks or Circumstances. City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.

7. INDEMNIFICATION

Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, consultants, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may aris e from the negligent operations of the Consultant , its subconsultants , agents, employees, or other persons acting on its behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Consultant’s services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant.

8. INTELLECTUAL PROPERTY INDEMNIFICATION

Consultant shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for inf ringement of any United States’ letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by Consultant to the City pursuant to this Agreement.

9. RECORDS

Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three

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(3) years from the date of final payment to Consultant under this Agreement.

10. CONFIDENTIALITY

If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect it s own information of like importance, but in no event less than reasonable care. “Confidential Information” shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City.

11. CONFLICT OF INTEREST CLAUSE

Consultant covenants that it presently has no interests and shall not have i nterests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement.

12. NON-DISCRIMINATION

Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information, or military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or other employment related activities or any services provided under this Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations.

13. EXCLUSIVITY AND AMENDMENT

This Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant . The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any

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party, which is not embodied herein.

14. ASSIGNMENT

Inasmuch as this Agreement is intended to secure the specialized services of Consultant , Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City’s ability to have any of the services which are the subject to this Agreement performed by City personnel or by other consultant and/or consultants retained by City.

15. TERMINATION

This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions:
a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product(s) completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate.
b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement.

16. WAIVER

No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies.

17. JURISDICTION - VENUE

This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement.

18. PROFESSIONAL LICENSES

Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder

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and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement.

19. NOTICE

Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons:

To City:

Jennifer L. Hall
City Clerk
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
Fax: 714- 647-6956

With courtesy copies to:

Nabil Saba
Executive Director of Public Works Agency
City of Santa Ana
20 Civic Center Plaza
P.O. Box 1988
Santa Ana, California 92702

To Consultant:

A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these Arianna Barrios
Chief Executive Officer
Communications LAB
701 E. Chapman Avenue
Orange, CA 92866
Phone: 949-215-5549

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time frames, weekends, federal, state, County or City holidays shall be excluded.

20. M

ISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney’s fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement.

I
N WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written.

A
TTEST: CITY OF SANTA ANA:

JENNIFER L. HALL KRISTINE RIDGE
City Clerk City Manager
AP
PROVED AS TO FORM: CONSULTANT:

SONIA R. CARVALHO
City Attorney
B
y:

JONATHAN T. MARTINEZ
Assistant City Attorney
R
ECOMMENDED FOR APPROVAL:

NABIL SABA
Executive Director
Public Works Agency

ARIANNA BARRIOS
Chief Executive Officer

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EXHIBIT A

SCOPE OF SERVICES

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CITY OF SANTA ANA
RFP NO.: 23-014

CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES City of Santa Ana RFP 23-014
Consumer Confidence Report (CCR) and Auxiliary Services

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Appendix
ATTACHMENT 1: SCOPE OF WORK
Exhibit A

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CITY OF SANTA ANA
RFP NO.: 23-014

CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES City of Santa Ana RFP 23-014
Consumer Confidence Report (CCR) and Auxiliary Services

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SCOPE OF WORK
A. INTRODUCTION AND BACKGROUND
Th
e City of Santa Ana Public Works Agency – Water Resources Division oversees and maintains the daily operations of the Water System and Sanitary Sewer System. The City’s water system it’s comprised of approximately 478 miles of water mains, and the sewer system has approximately 390 miles of sewer mains. We serve all the City of Santa Ana and their 3 33,000 residents and businesses. We strive to provide award winning potable water and good public service to each resident and business in the City.

The C
ity is seeking agencies and professionals interested in providing services through innovative and informative content to improve and rel ay City messaging for water resources issues and related information. The focus for these services is to create the annual Consumer Confidence Report (CCR), and water content services, and strategic communication pieces as the City focuses on delivering these messages to the residents, businesses and stakeholders .

The City is looking for opportunites to better communicate water related issues and to keep everyone informed.

B. CONSULTANT RESPONSIBILITIES
Th
e selected consultants are intended to, among other items previously stated, assist and provide the City with resources and materials to the City on strategic communication, m essage delivery and other technical documents such as the preparation of the consumer confidence report (CCR’s).

The
Consultants shall provide all labor, materials, services, and equipment necessary for the services described herein. The Consultant shall possess all permits, licenses, and approvals necessary to provide goods/services required in the Scope of Work.

It
is the sole responsibilit y of the consultants to comply with all copyright rules and regulations when it pertains to images, logos, graphics, drawings, and any other intellectual property and materials.

C. SCOPE OF SERVICES
Pu
blic water providers are required by California Health & Safety Code §116470 and California Code of Regulations , Title 22, Article 20 to prepare an annual w ater quality Consumer Confidence Report (CCR) and provide it to their customers by July 1 st of each year. The CCR summarizes information regarding the water quality of the City’s local and import water sources, detected contaminants, compliance with drinking water regulations (including monitoring requirements), and educational outreach information. The s uccessful Consultant will need to review the State Water Resources Control Board Division of Drinking Water’s annual Preparing Your California Drinking Water Consumer Confidence Report Guidance for Water Suppliers for detailed guidelines.

Th
e City of Santa Ana is soliciting proposals from qualified consulting firms to prepare and deliver Exhibit A

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CITY OF SANTA ANA
RFP NO.: 23-014

CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES City of Santa Ana RFP 23-014
Consumer Confidence Report (CCR) and Auxiliary Services

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a comprehensive Water Quality Consumer Confidence Report and provide the following auxiliary support services described herein:

I. Interactive and web based CCR – (Attachment 4: Additional Provisions, Fee Item #1) • Atte
nd meetings with City Staff to coordinate the content and the format of the web-based WQCCR (Assume two (2), two-hour meetings);
• City will provide water quality data (imported, groundwater, etc.) to Consultant; • Archive previous years Water Quality Consumer Confidence Reports; • Prepare workflow procedure in developing Water Quality Consumer Confidence Report’s water quality tables and all constituents;
• Collect, prepare and edit and format 12 water related articles for the web-based WQCCR; • Supply City-specific graphics, icons, symbols, photos and pictures to be used, for the development of the web-based WQCCR at its various sections such as the PWA Director and Water Manager ’s message, water conservation, water quality, drought, WQCCR, water capital improvement construction projects, rate notices, Food Oil & Grease (FOG) Management & Control Program, etc.;
• Supply other graphics, photos, pictures and other related visual material & effect s to support the production of the web-based WQCCR;
• Maintain and continuously update the information and facts on the City’s web- based WQCCR (Assume four (4) annual updates);
• Make available in PDF format for printing the entire WQCCR in English and Spanish; • Final Water Quality Consumer Confidence Report and PDF files will be submi tted to City Staff by June 1st of each year.
• It is the responsibility of the Consultant to comply with the all the copyright rules and regulations when it pertains to photos, pictures, logos, graphics, drawings, and all written material.

II. Strategic Plan - (Attachment 4: Additional Provisions, Fee Item #2) Cons
ultant will c reate a custom , multi-year Strategic Plan for the City’s Water Resources Division that will thoroughly describe strategic goals, core values, priorities, objectives, action steps, and key performance indicat ors; and will support i ts implementa tion. Submitted proposals will need to provide deliverables and implementation schedule.

St
rategic Assessment: Gather input, feedback evaluate City’s existing Strategic Plan to establish a framework for Division’s 2023 Strategic Plan.

Goa
ls:
• Assess current strategic efforts
• Gather input from City management, staff, stakeholders • Evaluate existing directive/documents
• Determine Division’s needs
• Identify opportunities for accomplishing goals
• Establish direction for workshops
• Create groundwork for strategic plan development
Exhibit A

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CITY OF SANTA ANA
RFP NO.: 23-014

CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES City of Santa Ana RFP 23-014
Consumer Confidence Report (CCR) and Auxiliary Services

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Deli
verables:
• Interviews summaries
• SWOT analysis
• Internal analysis
• Workshops topic and questions
Strateg
ic Plan W orkshops: Consultant will plan and facilitate targeted , comprehensive workshops to identify future goals.

Goal
s:
• Facilitate fruitful, collaborative discussions
• Solicit input for plan creation
• Work out policy goals
• Motivate staff to maintain the Plan up to date and useful for ongoing operations De
liverables:
• Workshop planning/facilitation
• Workshop Summary
• Follow-up findings
III. Auxiliary Services – (Attachment 4: Additional Provisions, Separate Rates) On-Call Support Services, Printed Products, Etc.:

The Ci
ty is seeking qualified Consultants and communications service providers to provide and assist the City as previously described with the preparation of technical and non-technical documents, messaging campaigns, strategic messaging and general communication suport as needed and not limited to:
• Atte
nd meetings with City staff to coordinate and develop tasks, and program management and logistics;
• Compose and design ready for print water related direct-mail brochures, postcards, letters and bill inserts for public distribution on topics including, but not limited to: 1) Prop 218 notifications, 2) water conservation, 3) water drought, 4) water campaigns, 5) water capital improvement construction projects , 6) event announcements and others . A total of 24 double sided brochures must be quoted per contract year; • Create all required standard and special messages and public notices regarding water quality standards;
• Write and edit water and wastewater system related articles specific to the City of Santa Ana to be printed in newspapers, newsletters, pamphlets, and press releases for a total of 12 per contract year;
• Develop an annual water related campaign;
• Develop strategies with targeted outreach for water campaign, Water Youth Poster Contest and special events;
• Create targeted media list(s) for ongoing initiatives as well as special events; • Work as liaison with any partners, etc., to create and maintain communications and enlist Exhibit A

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CITY OF SANTA ANA
RFP NO.: 23-014

CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES City of Santa Ana RFP 23-014
Consumer Confidence Report (CCR) and Auxiliary Services

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their cooperation in promoting campaigns and events on an as-needed basis; • Develop Water Quality Packet for Water Youth Contest, which will include water related activity worksheets, word scramble, and word search for school aged children (ages 5-12 years old);
• Supply specific graphics, icons, symbols, and pictures, and other related visual material to support the production of printable literature to be used for the various water campaigns including, but not limited to water conservation, water quality, WQCCR, water construction projects, the drought, rate notices, and others; • Compose and design posters for water related Public Service Announcements for the City’s bus shelters. A total of (4) different designs for each campaign shall be quoted for each contract year;
• Assist with copywriting and editing of all promotional materials such as fliers, brochures, advertisements, scripts, PowerPoint presentations, etc., to maintain brand consistency; • Draft presentations, scripts and speaking points for key City spokespeople; • Provide other Support Services and produce printed products; • All material produced under this agreement for release to public must include Spanish and Vietnamese translation;
• Strategic communication;
• Key messages and narratives;
• Presentations, dashboard reports;
• Infographics, brochures, illustrations, fact sheets;
• Social media messaging, press release, newsletter material; • Outreach campaign materials;
• Live action media, short videos;
• It is the responsibility of the Consultant to comply with the all the copyright rules and regulations when it pertains to photos, pictures, logos, graphics, drawings, and all written material.

D. DISTRIBUTION OF WORK
No w
ork shall be allowed to proceed until authorized by City Staff.

The
proposer can submit their proposals for the Consumer Confidence Report (CCR), and/or for all other services described herein. The proposer will not be disqualified if they submit for only one of the services requested such and the CCR and/or Strategic Plan. ---E
nd of SCOPE OF WORK Section---
Exhibit A

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EXHIBIT B
CONSULTANT’S PROPOSAL

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701 E Chapman Avenue
Orange, CA 92866
P: 949-215-5539 ext 101
C: 714-878-4864
[email protected]
www.CommunicationsLAB.com
REQUEST FOR PROPOSAL NO. 23-014
Prepared for: CIty of Santa Ana, Public Works Agency - Water Resources

CONSUMER CONFIDENCE

REPORT & AUXILIARY SERVICES

EXHIBIT B

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Table of Contents

CONSUMER CONFIDENCE REPORT & AUXILIARY SERVICES
RFP NO. 23-014
1 - Statement of Qualifications
a. Cover Letter
b. Agreement Statement
c. Firm & Team Experience
d. Understanding Scope of Services
e. Relevant Experience
f. References
g. Fee
2 - Scope of Services
3 - Certifications (Appendix)
a. RFP FORMS
b. Proof of Insurance
c. SBE / DBE / WMBE / MBE / DGS Certifications
d. Additional Work Samples
4 - Fee Proposal (Provided Under Separate Cover)

EXHIBIT B

City Council
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PREPARED FOR:

McCarthy
Southern Pacific Region
PREPARED FOR:

City of Santa Ana
Public Works • Water Resources
RFP No. 23-01 4
a. Cover Letter
CCR & Auxiliary Services

EXHIBIT B

City Council
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C
ommunications LAB (the dba for Barrios & Associates, LLC) is pleased to submit the following proposal in response to the City of Santa Ana Public Works Water Resources
Request For Proposal No. 23-001 4 Consumer Confidence Report & Auxiliary Services. We are excited at the prospect of becoming your new collaborative partner to lead these efforts and become part of your team.

We have extensive experience providing public and private or- ganizations alike with exceptional consulting services in all of the areas outlined in the RFP. These engagements include some of the most challenging public benefit projects in Southern California’s history including the Orange County Toll Road extension and Or- ange County Water District’s Groundwater Replenishment Project.

Our firm also boasts extensive marketing acumen having provided community outreach, public relations and strategic communications to such clients as Disneyland Resort, City of Anaheim, Southern California Edison, LA Metro and, the City of Huntington Beach.

Communications LAB has a deep understanding of today’s public agency landscape and the expertise to drive visibility to reach your communications goals. To meet your stated
objectives, we are pleased to offer access to Communi-
cations LAB’s entire team of professionals, from both our City of Orange headquarters. Furthermore, Communi-
cations LAB extensive background working with water
agencies across Orange County will serve the City well.

Communications LAB is a full-service communications,
marketing and outreach firm that offers a variety of client services including: strategic communications counseling, media relations and marketing communications, digital
strategies, social media expertise, Hispanic media rela- tions and community outreach, branding, graphic design, in-house video production, photography, copy writing
Ms. Kathia Reyes, Project Manager
City of Santa Ana - Public Works Water Resources
220 S. Daisy Avenue, Bldg. A, Santa Ana, CA 92703

FIRM ATTRIBUTES
• Top 5 PR Firm in Orange County
• Award-Winning Campaigns & Design
• SBE / DBE / MBE / WBE Certified
• Offices in LA & Orange Counties
• Water Clients: Santa Margarita Water
District, East Orange County Water District,
Moulton Niguel Water District, El Toro
Water District, Municial Water District
of Southern Califronia, Orange County
Water District.

EXHIBIT B

City Council
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for publications, advertising development and placement and special event management, ranging from trade show booths to large-scale public events.

Finally, our firm is a certified Small/Woman/Minority-Owned and Disadvantaged Business Enterprise (SBE/MBE/WMBE/DBE), rec- ognized by the California Public Utilities Commission and nationally by the Women’s Business Enterprise National Council. As a minority- owned firm, our communications philosophy is highly inclusive and sensitive to the needs of underrepresented communities. We are authorized to work on public works projects throughout California as certified by the state’s Department of General Services (DGS). A full list of our certifications is provided in the APPENDIX of this proposal.

As owner and CEO of Communications LAB, I am authorized to sub- mit this proposal on behalf of my firm and I will be your key point of contact throughout the procurement process. We would be honored to interview with your team and share more in-depth information about our capabilities. My contact information is below for future correspondence.

Sincerely,
Arianna Barrios, CEO, Communications LAB
701 E. Chapman Avenue, Orange, CA 92866
PH: 949-2 1 5-5549
EM: [email protected]
W: www.CommunicationsLAB.com

EXHIBIT B

City Council
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b. Agreement Statement
PREPARED FOR:

City of Santa Ana
Public Works • Water Resources
RFP No. 23-01 4
CCR & Auxiliary Services

EXHIBIT B

City Council
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C
ommunications LAB has reviewed the City of Santa Ana’s Standard Agreement and attests to our concurrence with any and all provisions contained therein. We also affirm that our agency carries the full insurance coverage as outlined in the agreement and has provided a sample, General Information copy in the appendix of this proposal.

EXHIBIT B

City Council
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c. Firm & Team Experience
PREPARED FOR:

City of Santa Ana
Public Works • Water Resources
RFP No. 23-01 4
CCR & Auxiliary Services

EXHIBIT B

City Council
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C
ommunications LAB (the dba for Barrios & Associates, LLC) is wholly owned by Arianna Barrios. The business was incorporated from a sole proprietorship consulting firm (2005 to 2013), to a limited liability company in February, 2013 at which time Ms. Barrios assumed the title of chief executive officer (CEO). In April of that year, Barrios & Associates, LLC acquired the Media Relations and Public Outreach portfolio of Faubel Public Affairs. The acquisition increased the total number of employees to six including Brian Lochrie, Barrios’ husband, who serves as the firm’s president. Together, Lochrie and Barrios, the “L” and “B” of Communications LAB. In August 201 7 the firm acquired the Thomas Communication Group (TCG) and have continued to grow the boutique agency to include 22 full -time and 2 part-time employees.

For more information about our agency, visit www.CommunicationsLAB.com Firm Profile
Communications LAB (OC)
701 E Chapman Avenue
Orange, CA 92866
Arianna Barrios, CEO
O: 949-215-5539 ext. 101
C: 714-878-4864
[email protected]
Communications LAB (LA)
1055 E Colorado Blvd.,
Pasadena, CA 91106

LOCATIONS

EXHIBIT B

City Council
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C
ommunications LAB is a Disadvantaged Business Enterprise (DBE) as well as a Small Business Enterprise (SBE), as certified by Metro itself. Our firm is additionally certified by California Unified Certification Program (CUCP) and Women’s Business Enterprise National Council (WBENC) as a Woman and Minority Business Enterprise (WMBE). All certifications are included within this proposal.

I
t is clear that with the issuance of this solicitation that Metro is driving a unique and exciting vision for public transportation. The use of areas of disciplines, the foresight to directly engage Community Based Organizations (CBOs) and, the integration of social/environmental justice principles throughout the Authority’s outreach programs are evidence of a public agency deeply committed to the public good and delivering equitable programs and projects from conception to completion.

The Experience You Need
Communications LAB is incredibly
proud to be part of Metro’s efforts
in the pursuit of that vision.
• Administr ative Assistance & Management
•
Adver
tising - Print & Digital
•
Animations & Explainer Videos
•
Br
anding & Marketing Campaigns
•
Change Management Consulting
•
Communications & Med
ia Training
•
Communit
y Outreach
•
Crisis Communications Suppor
t
•
Construction R
elations
•
Copywriting & Ed
iting
•
Digital Str
ategies
•
Impact Evaluation & Measur
ement
for Projects and Programs
•
Gr
aphic Design & Illustration
•
Government R
elations
•
Hispanic Outr
each & Media Relations
• Electr onic/Print design & Layout
•
Embedded Staffing Suppor
t
•
Event Suppor
t & Guest Management
•
Ph
otography
•
Publications Management
•
Public P
olicy Consulting
•
Med
ia Relations
•
Med
ia Planning & Buying
•
Social Med
ia Management
•
Mark
eting Strategy & Campaigns
•
Special Events Management
•
T
ranslation Services: Spanish
•
Video Pr
oduction - PSAs, Social Reels
•
Video Pr
oduction - Live Streaming
•
W
ebsite Design & Development
•
W
ebsite Management & Maintenance.

Full Service Capabilities
“We turned to Communications LAB. They developed a quality community outreach and public education program that included marketing, advertising and social media campaigns; They far exceeded our expectations and the results were undeniable.” Lisa Ohlund, Retired General Manager,
East Orange County Water District

EXHIBIT B

City Council
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Current & Previous Clients
Client Project Type Status
LA Metro - Active Transportation CEQA Outreach Active
LA Metro - West Santa Ana Project CEQA Outreach Active
LA Metro - Bike Share Industry Forum Facilitation / Outreach Completed SBCTA
- Arr
ow Train CEQA Outreach / Events Completed
City of Lake Forest Community Ascertainment Active
City of Huntington Beach
PR / Video / Crisis Comms Active
Cit
y of Cypress PR / Video / Crisis Comms Active
Disneyland Resort CEQA Outreach / Entitlements Active
Southern California Edison Hispanic Media Relations Active TRC, Inc. Stormwater Education Active
Metropolitan Water District On-Call PR / OUtreach Active Optimus Properties, LLC Entitlement Outreach Completed
County of Orange PR / Video / Outreach Active
East Orange County Water District PR / Video / Outreach Active BOMA OC Assoc. Mgmt. / PR / Events Active
IREM OC Assoc. Mgmt. / PR / Events Active
North Orange County Public Safety Task Force PR / Video / Events / Mktg Active Cigna Healthcare (LA / IE / OC / SD) Government Relations Active OC Tax Assoc. Mgmt. / PR / Events Active
Ready OC / Safe OC PR/ Social/ Video/ Crisis Comms Active Santa Margarita Water District PR / Crisis Comms / Social Active OC Forum Assoc. Mgmt. / PR / Events Active
Orange County Water District Groundwater Replenishment Completed The Toll Roads (OC) PR / Crisis Comms / Outreach Completed California Ambulance Association PR / Govt. Relations / Outreach Active YMCA Orange County PR / Crisis Comms / Entitlements Active Keystone Property Management PR / Crisis Comms / Strategy Completed UCI Mind Strategic Comms / Social Media Active
Yorba Linda Water District PR / Social / Crisis Comms Active San Gabriel Valley Oversight Group CEQA Outreach Completed Poseidon Water (HB Desalination) CEQA Outreach / Crisis Comms Completed Jacobs Engineering Stormwater & Recycling Outreach Active Metrolink On-Call PR / Mktg / Outreach Active
CA Transportation Commission Mktg & Design Completed
Centennial Real Estate Entitlement Outreach Completed
Orange Unified School District PR/ Mktg/ Crisis & Construction Comms Completed Capistrano Unified School District PR / Mktg / Crisis Comms / Bond Outreach Completed CalOptima Latino Community Outreach Completed
Canon, Inc. Special Events Completed
California Hospital Association Community Outreach / Initiative Campaign Completed KPC Global Health PR / Brand / Social / Ads / Crisis Comms Completed Melone Geyer Entitlement Outreach Completed

EXHIBIT B

City Council
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30 7/18/2023

Meet Our Team
W
e are excited to introduce you to our full project team. In the following pages you will see experienced profession- als, and some exciting new additions to our overall team.

We think you will agree that the assembled strength we have brought together here is...well, exceptional. All the team members presented here have confirmed availability of no less than 50% of their profes- sional time. No person designated as “key” shall be removed or re- placed without prior written notification and approval from McCarthy.

But first, let’s discuss organization...

EXHIBIT B

City Council
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This staffing strategy provides consistent project management and exceptional leadership over the course of the engagement and ensures the City of Santa Ana is served in a cohesive manner with a core team of experts. Additional support staff can be provided as needed to supplement our efforts whenever necessary.

Arianna Barrios
T eam Leader &
Sr. Strategist
Communications LAB
Jessica Van Oyen
Graphic Manager
Communications LAB
Diana Moreno
Project Manager
Communications LAB
T aylor Dietz
Community Liaison
Communications LAB
Amanda McGuire
Social Media Manager
Communications LAB
Kailey Gaffikin
Event Manager
Communications LAB
Jorgie Sandoval
Community Liaison
Communications LAB
Support T eam
Brian Lochrie
Video Production
Communications LAB
Zane T oledo
Copy Editor
Communications LAB
Troy Le
Social Media
Coordinator
Communications LAB
Jose Vasquez
Prodcution Coordinator
Communications LAB
Organizational Chart
Martin McIntosh
Business Outreach
Communications LAB
Victoria T orres
Graphic Design
Communications LAB
Kelsey Eiben
Digital Strategies
Communications LAB
Diego T eran
Hispanic Outreach
Communications LAB

EXHIBIT B

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d. Understanding of
Scope of Services
PREPARED FOR:

City of Santa Ana
Public Works • Water Resources
RFP No. 23-01 4
CCR & Auxiliary Services

EXHIBIT B

City Council
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NEVER. STOP. LEARNING.

Our Approach
O
ur award-winning community outreach firm takes this mantra to heart. Each project, every community and each agency has its own story and respecting those voices has informed our expertise and taught us valuable lessons regarding the importance of creating dynamic communication strategies. Ours is never a cookie-cutter approach.

Rather, our tailored strategies are living, breathing and continuously adjusted to meet the goal. We have successfully executed this approach many time and it has allowed us to build a wide regional support network that we can draw upon for the projects we undertake. This is what sets us apart.

While we approach each project with the individual attention it deserves, our experience and re- lationships are put at the client’s disposal in a collaborative effort to create something unique to meet your specific objectives. We draw upon local history, institutional knowledge and professional acumen, and stakeholders to view data through a new lens, tailoring our messages to be their most effective. We’ve experienced first hand how neighborhood characteristics, such as education and language, can be deeply polarizing even where geographic distance is relatively minor. Our past projects have taught us that these differences do not need to be impossible barriers but rather unique differentiators.

You can rest assured that with our team as your partner, you will not only obtain the results you are seeking, but you will also gain valuable insights as to the nuances and needs that exist throughout the diverse community you serve.

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INNOVATION. COLLABORATION. METRICS.

Our Understanding
A
s a firm actively engaged with water infrastructure and public works projects such as the City of Santa Ana executes, it is fair to say that we have a strong understanding of what a best- in-class organization seeks in a communications partner. We relish the opportunity to work with an organization that values partnership and collaboration and find new and innovative ways to inform and educate your residents, key stakeholders and elected representatives.

We have carefully reviewed the RFP and understand the specific projects and overall objectives. We look forward to exploring new concepts and strategies in this environment. Santa Ana’s strong, team- driven environment and focus on excellence aligns closely to our own culture and we are excited by the possibilities.

As issues around water continue too top the headlines, it has never been more important to provide the communities we serve with transparent and timely information - whether it be drought-related messages, Prop. 2 1 8 notifications or water quality reporting - we have the expertise to deliver these messages. We look forward to working with the City of Santa Ana, its Public Works Department and Water Resources Division with creative energy to help you meet all your communications goals.

EXHIBIT B

City Council
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35 7/18/2023

e. Relevant Experience
PREPARED FOR:

City of Santa Ana
Public Works • Water Resources
RFP No. 23-01 4
CCR & Auxiliary Services

EXHIBIT B

City Council
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Similar Experience
C
ommunications LAB is fortunate to claim
among its own team former journalists, court-
certified translators, award-winning marketing
practitioners and video production experts, social
media specialists, and accredited APR professionals.

Together, we deliver a wide variety of services to
public and private organizations, supporting efforts
in transportation, hospitality, water, and utilities. Our firm is a unique blend of public affairs, community
outreach, and strategic communications.

With an in-depth understanding of the CEQA/NEPA
process and the need for organizations, particularly
those focused on large-scale construction projects,
to engage in robust public relations, Communications
LAB has become an award-winning agency due to
its innovative approach to consensus building, third-
party advocacy, and awareness building. Our firm
has extensive experience in performing work on
infrastructure projects whether they be transportation
efforts, water reliability projects or public utility
upgrades. We are hands-on by nature and
understand the critical need to maintain extensive
relationships with the media and key stakeholders.

It is our philosophy that there is no better way to
communicate the benefits and impact of projects we
advocate for.

Alignment with your complex organizations: We are
well versed in all regulations and are constantly monitoring and evaluating local governmental developments, assuring our clients of early solutions to problems created by these changes.

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The most effective crisis communications case study we have developed and implemented was the Orange County Water District (OCWD) and Orange County Sanitation District (OCSD) Groundwater Replenishment System (GWRS). GWRS purifies sewer water through a four-step, multi-year process. This purified water then gets pumped to the Anaheim lakes where it percolates into the groundwater to be reused as drinking water.

Known as “Indirect Potable Reuse (IPR),” this water recycling process was attempted both in Los Angeles and San Diego and failed due to the lack of public acceptance. Tagged with the moniker “toilet to tap”, it was rejected by both the public and then the elected officials.

For Orange County, communications LAB developed a strategy of intensive community outreach and public education prior to moving forward with the public regulatory process. We developed an extensive crisis communications plan for this project. Our primary goal, however, was to inoculate ourselves from opposition and we brought in scientists, university professors, doctors, nurses, water chemists and engineers, all of whom lauded our efforts and ensured the public of its safety. We held multiple editorial board meetings with several newspapers including the Orange County Register, Daily Pilot, Huntington Beach Independent and LA Times.

When it was approved by both the OCWD and OCSD Boards there was no organized opposition to the project.

It was built and operates successfully to this day. McCarthy was the contractor selected to build the facility.

In fact, it is going through its another water recycling expansion now. It is true that this project was approved and built prior to social media becoming more ubiquitous. The strategy may be different today, but we are confident the results would be the same. It took hard work and lots of shoe leather visiting every service club, gardening club and mom’s group in north and central Orange County, but our speakers bureau – which covered hundreds of groups and organizations – was the key to our success and built a reservoir of goodwill and respect that allowed the project to be built with hundreds of people cheering at the ground breaking and no opponents.

RELEVANT EXPERIENCE CASE STUDY
Orange County Water District | OC San District

GROUNDWATER REPLENISHMENT

SYSTEM (GWR)

EXHIBIT B

City Council
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East Orange County Water District (EOCWD) is one of the smallest wholesale and retail service providers of water in Orange County. Its service area covers areas of East Orange, Tustin and the unincorporated area of North Tustin. In 2014, EOCWD faced a crisis communications challenge and with a small staff of six, did not have the resources to develop the messages and adequately communicate these public education messages to their customers.

Through an extensive and robust community outreach effort that focused on the benefits of local control and the efficiencies of small government, we were able to engage the local community and as a result we staved off this larger agency. In the end, thanks to our crisis communications strategy and implementation, EOCWD was able to earn the votes at LAFCO, which allowed our client to provide sewer service as well as water to its customers.

Outcomes Achieved
The crisis communications and outreach effort Communications LAB provided to EOCWD won the Orange County Public Relations Society’s 2018 top prize, a Protos, for excellence in Public Affairs.

In addition, Communications LAB successfully rebranded the agency and manages all social media, community outreach and Preparedness campaigns.

Dates of Service – 2019 to Present
Key Personnel
Project Manager – Brian Lochrie
Strategic Communications – Arianna Barrios
Director of Digital Strategies – Kelsey Eiben
Outreach Manager - Diana Moreno
Creative Director – Jessica Van Oyen
Copywriter - Zane T oledo
Services Provided
•
Public Affairs
•
W
ebsite Development
•
Community Outreach
•
Crisis Communications
•
Gr
aphic Design
•
Social Media
•
Micro Campaigns

RELEVANT EXPERIENCE CASE STUDY

STRATEGIC COMMUNICATIONS
& COMMUNITY OUTREACH
Lisa Ohlund, Retired General Manager
Phone: 949-842-3351 (mobile) | Email: [email protected]

EXHIBIT B

City Council
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39 7/18/2023

Since 201 4, Communications LAB has been the agency of record for Southern California Edison’s Hispanic Community & Media Relations. In this capacity, we are engaged with assisting the agency with working directly with Hispanic media throughout the Greater Los Angeles area and the San Gabriel Valley in particular.

Over the years, Communications LAB has gained deep roots in the Los Angeles-area working with the local media, government officials, schools and Hispanic business groups to share information and important crisis communication messages.

RELEVANT EXPERIENCE CASE STUDY
Unique Features
• Media Relations
• Strategic Communications
• Strategic Initiative Support
• Crisis Communications
• Renewable & New Energy Presentations
• School Outreach & Programs
• Translations
• Video Production
Project Area(s):
• Los Angeles County
• Ventura County
• Kern County
• Orange County
• San Bernardino County
• Riverside County
Dates of Service – 201 4 - Present
Key Personnel
Strategic Advisor – Arianna Barrios
Account Manager – Diego Teran
Account Coordinator – Jorgie Sandoval
Paul Netter, So Cal Edison - Corporate Communications
2244 Walnut Grove Ave, Rosemead, CA 9 1 770 PH: 626-302-2255 | EM: [email protected]

HISPANIC MEDIA &

COMMUNITY RELATIONS

EXHIBIT B

City Council
22 –
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RELEVANT EXPERIENCE CASE STUDY

RELEVANT EXPERIENCE CASE STUDY
Communication LAB conducted the first Southwest Lake Forest Neighborhood Improvement Needs Assessment to identify root causes of perceived lower quality of life in the southwest area of the city. Initially, quality-of-life concerns were captured during a bi-annual citywide survey, which found that “Area 2” residents felt their quality of life was lower than other areas, plus a desire for improvements in the community.

As part of a multi-pronged approach to capture honest feedback and document needs, Comm LAB canvassed residential and business stakeholders, conducted interviews with residents, business, and city stakeholders, conducted a community pop-up event, bilingual surveys, and sent letters. In our comprehensive assessment, we discovered that residents were concerned about a variety of specific issues, including traffic, lightning, parking, noise, crime, issues related to homelessness, property maintenance, bulky item disposal, street sweeping, trash, beautification, and a need for accessible parks. In the wake of our assessment, we developed a series of key recommendations with specific, actionable items that should be considered by the Task Force.

Since the completion of the assessment, the Southwest Lake Forest Task Force has implemented many of the report’s recommendations such as improved street lighting and parking signage, increased code enforcement action and police patrols at specific locations and, increased bulky item pick up efforts.

Unique Features:

The study area was home to a diverse community of residential and business stakeholders, including some ethnic minorities. To alleviate the perception of a lower quality of life in the neighborhood, our team also educated residents about the available city services and programs.

Key Accomplishments:

As a result of our work, the City of Lake Forest received the American Planning Association-California Award of Merit for its first Neighborhood Improvement Project. The project was also featured during a panel on successful neighborhood improvement projects at the 2022 American Planning Association-California Annual Conference.

NEIGHBORHOOD IMPROVEMENT

ASSESSMENT - HISPANIC OUTREACH
Amy Stonich, Asst. Dir. of Community Development, City of Lake Forest EM: [email protected]

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RELEVANT EXPERIENCE CASE STUDY
Public Relations / Marketing Campaigns / Crisis Communications First tapped in 201 9, Communications LAB works with the City of Huntington Beach to improve community outreach, communications, and counteract misinformation about the City. Working directly with the office of the City Manager, Communications LAB has made its team available in a wide variety of areas including:
crisis communications, graphic design, social media, video production, media training, event assistance, media relations, and more.

Over the past year, Communications LAB assisted the City in producing a series of Virtual Town Halls to connect residents with their city and county leaders and promote factual information about COVID-1 9, vaccinations, mental health awareness, and more. The Comm LAB team has also been asked to document city events and conduct interviews with local residents and businesses to share the stories of the “Real HB” to counter negative portrayals of the City at the national, state, and regional levels.

Shown below are a series of Comm LAB created street banners showcasing amazing places and assets around the City while the adjacent page highlights live, virtual events the agency has produced for the City.

City of Huntington Beach
2000 Main Street
Huntington Beach, CA 92648
Catherine Jun, Assistant City Manager
Phone: (7 1 4) 536-5202
Email: [email protected]
City of Huntington Beach

EXHIBIT B

City Council
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Media Training
For Communications LAB, one of our core values is to share our knowledge. We are inspired by communications and take great pride in our ability to train others to become better communicators. Training programs, seminars, on-camera practice sessions and pre-debate practice sessions are all part of our toolkit.

As a national member of the Public Relations Society of America, we have team members, such as Justin Glover, who have achieved national APR accreditation and who leads certification training in turn. In addition, we conduct trainings for the tools we create, such as web and email.

For the City of Huntington Beach, and many of our other clients, we have been called upon to conduct extensive, multi-day media training and preparation with all of the city’s elected officials and executive management. Our methodology involves providing on-camera exercises and review for the trainees to assess their on-air presence and track improvement
Destination Marketing
Huntington Beach is home to several world-class events that draw millions to the City each year including the World Championship of Surfing, Annual Pacific Airshow, BMX and Skateboarding competitions. Miles of public beaches and restored wetlands attract locals and tourist alike to spend their summers in Surf City U.S.A.

As part of our engagement with the City, Communications LAB has been called upon to maintain the City’s external news website: Surf City Break and, last year, we assisted the City in creating its pitch deck and marketing materials for consideration by the U.S. Olympic Committee in a bid to host the 2028 Summer Olympic events for action sports in Huntington Beach.

Additional writing samples for this client can be found at www.SurfCityBreak.com

RELEVANT EXPERIENCE CASE STUDY

EXHIBIT B

City Council
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In 202 1, the City of Santa Ana in partnership with the City of Anaheim solicited to find a new contractor to manage and oversee the countywide Ready OC and See Something, Say Something programs funded by a grant from the federal government through Homeland Security. The search was the first time the programs had received new leadership in more than 10 years and Communications LAB was tapped to breathe new life into the emergency preparedness programs.

In nine short months, the Comm LAB team has conducted a massive overhaul of both programs that has included top to bottom strategy assessment, brand alignment, rebranding, new visual assets, two new websites, email outreach programs, partner development, microcampaigns and more. Of specific note, the Comm LAB team recognized the disconnect between the two program which kept the from efficiently working together. The See Something, Say Something was rebranded and relaunched under the name Safe OC at a press conference in early 2022. Together, the new programs have begun garnering attention countywide, drawing subscribers and impressive social media followings at a fastest pace in three months than either program had garnered in almost 10 years of existence.

City of Santa Ana Police Department
60 Civic Center Plaza,
Santa Ana, CA 92701
Michael Smith, Police Officer | Homeland Security / UASI Phone: (7 1 4) 536-5202
Email: [email protected]
Ready OC & Safe OC
Dates of Service: 2 02 1 - Present
Contract Amount:
$400,000
K ey Personnel: K elsey Eiben, Project Manager

Arianna Barrios, Strategist

Mich
elle Lim, Social Media

Z
ane Toledo, Copy Writer

Jessica V
an Oyen, Graphic Design

RELEVANT EXPERIENCE CASE STUDY

EXHIBIT B

City Council
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RELEVANT EXPERIENCE CASE STUDY

EXHIBIT B

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f. References
PREPARED FOR:

City of Santa Ana
Public Works • Water Resources
RFP No. 23-01 4
CCR & Auxiliary Services

EXHIBIT B

City Council
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CITY OF SANTA ANA
RFP NO.: 23-014

CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES City of Santa Ana RFP 23-014
Consumer Confidence Report (CCR) and Auxiliary Services

Page 19 ends

APPENDIX
ATTACHMENT 3: PROPOSER’S REFERENCES
List and describe fully the contracts performed by your firm which demonstrate your ability to provide the supplies, equipment or services included in the scope of the proposal specifications. Attach additional pages if required. The City reserves the right to contact each of the references listed for additional information regarding your firm's qualifications.

Reference
Customer Name:___________________________ Contact Individual: ____________________________ Address: _________________________________ Phone Number: ______________________________ ________________________________ Email: _____________________________________ Contract Amount: __________________________ Year: ______________________________________ Description of supplies, equipment, or services provided:

City of Santa Ana - Police Dept.
60 Civic Center Plaza, Santa Ana,
CA 92701
Michael Smith, Homeland Secutirty/UASI
714-536-5202
[email protected]
2020 - Present$300,000
Emergency Prparedness & Countywide Campaigns , Social Media & Marketing CIty of Anaheim Jim Vanerpool, City Manager
200 South Anaheim Blvd.

Anaheim, CA 92805
714-765-4311
[email protected]
$80,000 Annually 2013 - 2022
Public Policy, Social Media, Public facing staffing, Event Management, Constituent Relations County of Orange Julie MacDonald, Dir. of Communications 714-719-7962
[email protected]
2022 - Present$150,00 - Varies by Project
Video Production, Media Relations, Social Media, Graphic Design, On-Call Services, Campaign Creation 405 W 5th Street, Suite 458
Santa Ana, CA 92701

EXHIBIT B

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2. Scope of Services
PREPARED FOR:

City of Santa Ana
Public Works • Water Resources
RFP No. 23-01 4
CCR & Auxiliary Services

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Diana Moreno
Account Manager
Communications LAB
Brian Lochrie
Video Production /
Media Relations
Communications LAB
Taylor Dietz
Public Policy Aide
Communications LAB
Martin McIntosh
Business Outreach
Communications LAB
Diego Teran
Latino Outreach /
Media Relations
Communications LAB
Kelsey Eiben
Digital Strategies
Communications LAB
Arianna Barrios
Team Lead • Senior Communications Strategist
Communications Lab
Management Plan
A
s denoted in the included resumes, each of the key Communications LAB team members below is Senior Project Managers in their own right with demonstrated expertise in manag- ing complex teams and projects. In this way, Communications LAB can provide McCarthy SoPAC superior expert support.

Should there be limited professional availability within our own team, our firm can step up to fill those roles with ease. Additionally, should a particular project require specialized skills, project area knowledge or audience sensitivity, we have an incredible bench of strategic partners to supplement our team to support McCarthy. In this way, you are always assured of exceptional professional leadership from the Communications LAB team. • • Define The Goals & Objectives
• • Identify Audiences & Potential Issues
• • Develop & Test Messaging
• • Utilize Effective Communications Channel(s)
• • Evaluate & Respond to Input
• • Measure Results & Refine Strategy
• • Repeat As Needed
• • Report the Results
A (Winning) Communications Process

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Project Tools &
Methodology
Communications LAB Methodology begins with Quality
Control. We utilize a number of tools to ensure everyone on the project and client team is continuously informed of a given project’s status, milestones and expected tasks, as well as where any one project fits into the overall strategy.

SmartSheet
Asana
Microsoft Teams
Salesforce
Web-based
Collaborative
Project Management Tool
Project Archive/Documentation Tool
Web-based
Collaborative
Project Management Tool
Web-based
Collaborative
Project Management Tools
Web-based
Siloed & Proprietary
Customer Relationship Management
Exceptional Communications Tools
Database Management

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MAJOR PROJECT ELEMENTS
CCR
Gather Research & Materials
Develop Outreach Strategy
Draft / Review / Finalize
Strategic Plan
Audit & Ascertainments
Facilitate Goal Setting Sessions
Draft / Review / Finalize
Auxiliary Services
On-Call Support
Support Department Leadership
Campaign Development / Execution
May - June 2023 Ongoing 2023 - 2024September - November 2023 Project Elements
Once a project is awarded to our team, the Team Leader and Account Manager will schedule an initial Kick-Off Meeting with the client to make formal introductions between assigned team members and confer on the project timeline and milestones. We will use this meeting to make initial decisions on the project management tool the client prefers to utilize and set parameters for information gathering. With these essential start-up tasks complete, a project moves forward smoothly and with accountability.

Our Project Manager will utilize the selected project management tool, coupled with regular communications with the client, to monitor the project at all times and provide the Client team (in any office,) with real-time access and updates for the duration. Our project manager adjusts project schedules, progress milestones and tasks assignments as feedback is received from the Client.

We have a well-tested process for working on project’s such as these and it begins with breaking the overall project into three (3) individual elements outlined in the RFP. By moving through these phases with intention, we insure our ability to meet the Client’s timeline for completion and deliverables.

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As stated in the RFP, Communications is prepared to provide the Division with all the services outlined, including:
•
At
tend meetings with City Staff to coordinate the content and the format of the web-based •
WQCCR (Assume t
wo (2), two-hour meetings);
•
Cit
y will provide water quality data (imported, groundwater, etc.) to Consultant; •
Ar
chive previous years Water Quality Consumer Confidence Reports; •
Pr
epare workflow procedure in developing Water Quality Consumer Confidence Report’s water quality tables and all constituents;
•
Collect, pr
epare and edit and format 1 2 water related articles for the web-based WQCCR; •
Supply Cit
y-specific graphics, icons, symbols, photos and pictures to be used, for the development of the web-based WQCCR at its various sections such as the PWA Director and Water Manager’s message, water conservation, water quality, drought, WQCCR, water capital improvement construction projects, rate notices, •
F
ood Oil & Grease (FOG) Management & Control Program, etc.; •
Supply oth
er graphics, photos, pictures and other related visual material & effects to support the production of the web-based WQCCR;
•
Maintain and continuously update th
e information and facts on the City’s web-based WQCCR (Assume four (4) annual updates);
•
Mak
e available in PDF format for printing the entire WQCCR in English and Spanish; •
Final W
ater Quality Consumer Confidence Report and PDF files will be submitted to City Staff by June 1st of each year.
•
It is th
e responsibility of the Consultant to comply with the all the copyright rules and regulations when it pertains to photos, pictures, logos, graphics, drawings, and all written material.

These tasks are well known to our firm as we are already providing similar serves to municipal agencies and water districts throughout the county. In Communications LAB the Division will receive highly experienced professionals, award-winning graphic deign and coupled with best-in-class community outreach support.

We note that the timeline for this first task is extremely tight and that too, we are able to accommodate with our small but mighty team of professionals. We are prepared to manage and deliver all aspects of this project.

Interactive and Web Based CCR

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Communications LAB Strategy Components
•
Identif
y Key Objectives & Goals
•
Cr
aft a Wide Variety of Story Ideas, Marketing Campaign Concepts for Client Review •
Develop Compr
ehensive Project Plans with Detailed Timelines and Key Milestones Clearly Outlined •
Execute th
e Plan (or Multiple Plans Depending on Client Needs)
•
Measur
e Progress and Assess Metrics
•
Adjust as Needed and Continue Implementation
•
Pr
ovide Detailed Campaign Reporting & Final Reports to Client Following the delivery of Project 1 - Interactive & Web-based CCR, we launch into Project 2, development of the Divisions Strategic Plan for 2023. This element will also create the roadmap for the managing components of Project 3 - On-Going Support. Development of this important document will align the Division’s goals with that of the wider agency, the needs of your community and that of our team to the Division’s needs.

Our first step is to have a complete, 360-degree picture of what is needed and the landscape in which we are building the Division’s 2023 Strategic Plan.

ASCERTAINMENTS - EXTERNAL & INTERNAL
A main component of this centers on conducting external/internal ascertainments to develop a clear picture of where the areas of improvement lay and what recommendations (if any) we should consider as we build the new plan. Furthermore, these efforts will help define what new resources or problems should be understood moving forward.

Ascertainment are conducted as interviews with key stakehold- ers, pre-approved by the client project leadership. Following the completion of these interviews, and once the survey work is complete, we then develop recommendations for Project Team in a timely manner so that the information maintains its value.

It is our experience that assessments (and research in general) that drag on lose their significance and insight. Ascertain- ments will be invaluable to the development of a strategic and comprehensive Brand Platform. Upon delivery, we want the platform to be thoughtful and defensible because it will be based on real data.

Questions used during the interviews will be standardized for all participants and will be vetted with the client prior to any interview being conducted.

Potential ascertainment interviewees may include:
•
Cit
y Council Members
•
Cit
y Manager
•
Division Leader
ship
•
Cit
y PIO
•
Cit
y Program Leaders
•
Chamber of Commer
ce Leaders
•
Educational Leader
ship (K-1 2 & Colleges)
•
Local Neighborh
ood Groups
Strategic Plan

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COMMUNICATIONS AUDIT
Communications LAB intends to conduct a complete and exhaustive analysis of the Division’s current commu- nications channels, their usage and the various means by which it communicates. This Communications Audit is an assessment of the Division’s existing communications materials, strategies, tactics, media tools, messaging, frequency of the message, platforms, image/visual consistency and metrics for measuring results.

We will consider the Division’s various audiences and provide a breakdown based on the efficacy of the com- munications program for each audience. This will help to provide a baseline for our new plan with recommen- dations at the conclusion of the task. It is always an interesting exercise for an organization to see, in its totality, all the ways in which they touch their audiences. Are they consistent? Following this exercise, we begin building out the Strategic Plan through facilitated meetings with Division’s staff. We undergo a thorough draft and editing phase while creating a visual narrative that will guide the team going forward once the final document is adopted. This includes team presentations, collateral material and other elemental reminders of the Division’s goals to be used throughout the Division.

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While this final project element may evolve over the course of an engagement, it is important to note that Communications LAB can offer the Division a wide variety of outreach and communications services. These include but are not limited to the following services:

Crisis Communications / Emergency Information Plans
Crisis Communications and Emergency Information Plans are vitally important in today’s landscape. When the worst happens, you don’t want to be creating your response, it should be hard-wired into the operations so you can respond quickly. As stated previously, we begin this process by utilizing powerful project management tools building emergency plans for use at a moment’s notice. We understand that it is not our job to set policy, but to appropriately communicate a client’s position, clearly and consistently. As your advocate, this role is never more important than when there is a crisis. As a resource or as an extension of staff, our team has the experience to handle a wide variety of issues with a steady hand to protect your reputation. This includes online responses through various digital strategies and social media channels.

Our team also has vast experience in developing op-ed articles for board members or community stakeholders to consider for submission. These can often prove to be a great benefit, showing strong support for the client in moments of great difficulty and reminding community members that there is always another side to the story.

Communications LAB can coordinate media briefings, VIP Tours and Events or, provide tradition public relations pitching efforts to the media.

Communications LAB’s Brian Lochrie is a senior practitioner of Public Relations and will lead our efforts to reach all the target audiences through a variety of tactics. Keeping your stakeholders, other divisions, your elected officials and community members informed and engaged will be his primary goals. As our strategy is put into action, they will over see such tasks as:
•
Day to Day Med
ia Relations Support
•
Identif
y Key Individuals for a Speakers Bureau & Spokesperson Bench (Bilingual candidate too!) •
Med
ia Training, Murder Boarding for Designated Spokespeople •
Cr
afting Talking Points & FAQs (for all levels of media and stakeholders) In addition, we have another team member who will provided unprecedented experience to this aspect of our efforts: Diego Teran. Diego has spent the last four years working with Southern California Edison managing Hispanic media relationships statewide through weather events, power outages and wildfires. The relationships he has formed are superb and at the Division’s disposal whenever needed.

Communications Training
For Communications LAB, one of our core values is to share our knowledge. We are inspired by communications and take great pride in our ability to train others to become better communicators. Training programs, seminars, on-camera practice sessions and debate practice sessions are all part of our toolkit. As a national member of the Public Relations Society of America, we have several team members who have achieved national APR Auxiliary Services

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accreditation and who lead certification training in turn. In addition, we conduct trainings for the tools we create, such as web management, social media management and email communications.

Public Affairs (As Needed)
Another core component of our team’s strength is our extensive experience in public affairs. Communications LAB has been at the center of some of the region’s largest, and sometimes controversial, initiatives. Our leader, CEO Arianna Barrios, is an elected official in her own right and offers more than 1 5 years in public policy experience.

Our team provides monitoring of all municipal agendas, provides education to public officials, presentation support to local city councils and works to provide the advocacy platform you may need for a new initiatives.

Furthermore, our management of Orange County’s leading public affairs channels, OC Forum, OC Tax, South Orange County Economic Coalition, BOMA OC and IREM OC, provides our clients with unique opportunities to have their messages shared with other thought leaders and policy makers across the region in a way that few other firms have access to. We are also prepared to provide staffing to the Division leadership as they attend policy meetings and larger regional gatherings.

Public Information Officer (As Needed)
Communications LAB is experienced in serving as the public information officer for its clients both public and private. We serve in that role for the North Orange County Public Safety Collaborative, the City of Cypress, Southern California Edison (Hispanic Media) among others. We also serve in the PIO role for many of the non-profit associations we manage including the BOMA OC, the IREM OC, and the California Ambulance Association.

Brian Lochrie, Diana Moreno, Arianna Barrios, Kelsey Eiben and Diego Teran have all served in this capacity for a wide variety of our clients. In addition, Justin and Arianna have provided such services in crisis communi- cations capacities for national and statewide agency’s. Furthermore, we provide media relations and messag- ing support for many of our clients who have PIOs or Communications Directors such as the Cities of Cypress

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and Huntington Beach, several water districts throughout the region and corporate clients such as Southern California Edison and Disneyland.

We have an excellent relationship with the local media including reporters and editors at the Southern Cali- fornia News Group and the Orange County Register, Los Angeles Times, San Diego Union Tribune and, Long Beach Press Telegram. We also maintain close contacts with the key reporters for the broadcast media serving Southern California such as Spectrum News, KABC7 , KNBC4, KCAL9/KCBS2, KTLA5 and KTTV1 1 and all the regional radio news directors. We’re also familiar with the editorial board managers at the OC Register, LA Times, Business Journals and Voice of OC and would be pleased to set up editorial board briefings at the appropriate times for new large-scale projects or major initiatives.

We have former journalists on our team who have decades of experience in drafting news releases, and we have the in-house ability to accompanying them with “VNRs” or video news releases as well to enhance the opportunities for electronic media interest, social media and online outlets.

Media Tours & Events
A top five PR firm in Orange County, Communications LAB achieved that ranking by understanding the media and helping them get the story they need with the message we want. Award-winning and committed to our client’s success, all six of the top executives assigned to this proposal have extensive experience in planning, managing and executing complex media tours and events. Arianna Barrios has managed multiple press events for the Disneyland Resort while Brian Lochrie has successfully completed more than 100 media tours of public facilities for Poseidon Water’s Desalination Facility, Orange County Groundwater Replenishment Project and the Cadiz Water Project. Diego Teran has provided similar services for Southern California Edison and the Disneyland Resort ensuring Hispanic Media feels valued and supported with in-language spokespersons and translated media materials.

Press events can be as simple as a ten person bus tour or as grand as a red carpet initiative roll-out with celebrities and events over multiple days. Our team can plan, execute or assist no matter what the need. We can bring in additional support staff to supplement the client’s team and represent you professionally. We can manage such events soup to nuts because our logistical acumen is second to none in producing flawless events. We create detailed, minute by minute event plans and run-of-show documents, manage vendors, prepare collateral, produce media gifts and keepsakes as well as run our own video production crews to capture the event for your archive and create client Video News Releases or capture b-roll for post-event marketing opportunities.

Digital Strategies & Social Media (As Needed)
As experienced professionals in managing comprehensive projects for several public agencies, we know how to develop a 30,000-foot integrated strategy, as well as an itemized day-to-day execution plan. If called upon, our team can share our experience and expertise with your digital/social team to assess and advise on best practices for these channels. We believe overall success is best achieved by clearly outlining our goals and strategy, aligning ALL the channels from which your message is delivered and continually assessed by analytical data.

The City may already have in-house teams that manage these channels for the wider agency, Communications LAB can assist the Division with providing important content that can be rolled into the master channels.

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G. Fee
PREPARED FOR:

City of Santa Ana
Public Works • Water Resources
RFP No. 23-01 4
CCR & Auxiliary Services

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C
ommunications LAB as requested in the RFP instructions, has provided a detailed FEE PROPOSAL under separate cover including standard hourly rates, project fees utilizing the forms provided. We have included our standard rate sheet here for future reference. in this section.

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Position / Team Member Hourly Rate
Senior Communications Strategist | Arianna Barrios $200 Project Manager & Crisis Comms. | Diana Moreno $ 175
Media Relations & Video Production | Brian Lochrie $ 175 Public Policy Manager | Taylor Dietz $1 50
Digital Strategies | Kelsey Eiben $ 175
Graphics Manager | Jessica Van Oyen $1 50
Social Media Manager | Amanda McGuire $1 40
Multicultural Outreach Manager | Diego Teran* $1 40
Events Manager | Jorgie Sandoval* $1 30
Outreach Coordinator | Tanya Silerio* $ 12 0
Copy Editor | Zane Toledo $ 12 0
Administrative Staffing $ 11 0
* Indicates Bilingual Team Member
Agency Rate Sheet

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3. CERTIFICATIONS
FORMS

PROOF OF INSURANCE

CERTIFICATIONS

ADDITIONAL WORK SAMPLES
PREPARED FOR:

City of Santa Ana
Public Works • Water Resources
RFP No. 23-01 4
CCR & Auxiliary Services

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CITY OF SANTA ANA
RFP NO.: 23-014

CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES City of Santa Ana RFP 23-026
Consumer Confidence Report (CCR) and Auxiliary Services

Page 32 ends

NON-COLLUSION AFFIDAVIT
(Title 23 United States Code Section 112 and Public Contract Code Section 7106) In conformance with Title 23 United States Code Section 112 and Public Contract Code 7106 the BIDDER declares that the bid is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the bid is genuine and not collusive or sham; that the BIDDER has not directly or indirectly induced or solicited any other BIDDER to put in a false or sham bid, and has not directly or indirectly colluded, conspired, connived, or agreed with any BIDDER or anyone else to put in a sham bid, or that anyone shall refrain from bidding; that the BIDDER has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the bid price of the BIDDER or any other BIDDER, or to fix any overhead, profit, or cost element of the bid price, or of that of any other BIDDER, or to secure any advantage against the public body awarding the contract of anyone interested in the proposed contract; that all statements contained in the bid are true; and, further, that the BIDDER has not, directly or indirectly, submitted his or her bid price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, or paid, and will not pay, any fee to any corporation, partnership, company association, organization, bid depository, or to any member or agent thereof to effectuate a collusive or sham bid.

Note: The above Non- collusion Affidavit is part of the Proposal. BIDDERS are cautioned that making a false certification may subject the certifier to criminal prosecution.

Signed
State of California
County of __________
Subscribed and sworn to (or affirmed) before me on this _____ day of _______, 20__, by _______________________, proved to me on the basis of satisfactory evidence to be the person(s) who appeared before me
Notary Public Signature Notary Public Seal

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CITY OF SANTA ANA
RFP NO.: 23-014

CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES City of Santa Ana RFP 23-026
Consumer Confidence Report (CCR) and Auxiliary Services

Page 34 ends

NON-DISCRIMINATION CERTIFICATION
The undersigned consultant or corporate officer, during the performance of this contract, certifies as follows:

1. The Consultant shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, or national origin. The Consultant shall take affirmative action to ensure that applicants are employed, and that employees are treated during employment without, regard to their race, color, religion, sex, or national origin. Such action 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. The Consultant agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause.

2. The Consultant shall, in all solicitations or advertisements for employees placed by or on behalf of the Consultant, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin.

3. The Consultant shall send to each labor union or representative of workers with which he/she has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers’ representatives of the Consultant’s commitments under this section, and shall post copies of the notice in conspicuous places available to employees and applicants for employment.

4. The Consultant shall comply with all provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of th e Secretary of Labor.

5. The Consultant shall furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant thereto, and will permit access to his/ her books, records, and accounts by the administering agency and the Secretary of Labor for purposes of investigation, to ascertain compliance with such rules, regulations, and orders.

6. In the event of the Consultant’s non-compliance with the nondiscrimination clauses of this contract or with any of the said rules, regulations, or orders, the contract may be canceled, terminated, or suspended in whole or in part and the Consultant may be declared ineligible for further Government contracts or federally assisted construction contracts in accordance with procedures authorized in Execution Order 11246 of September 24, 1965, and such other sanctions may be imposed and remedies invoked as provided in Executive Order 11246 of September 24, 1965, or by rule, regulations, or order of the Secretary of Labor, or as otherwise provided by law.

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CITY OF SANTA ANA
RFP NO.: 23-014

CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES City of Santa Ana RFP 23-026
Consumer Confidence Report (CCR) and Auxiliary Services

Page 35 ends

7. The Consultant shall include the portion of the sentence immediately preceding paragraph (1) and the provisions of paragraphs (1) through (7) in every subcontract or purchase order unless exempted by rules, regulations, or orders of the Secretary of Labor issued pursuant to Section 204 of Executive Order 11246 of September 24, 1965, so that such provisions will be binding upon each subcontract or purchase order as the administering agency may direct as means of enforcing such provisions, including sanctions for noncompliance; provided, however, that in the event the Consultant becomes involved in, or is threatened with, litigation with a subconsultant or vendor as a result of such direction by the administering agency, the Consultant may request that the United States enter into such litigation to protect the interests of the United States.

8. Pursuant to California Labor Code Section 1735, as added by Chapter 643 Stats. 1939, and as amended, no discrimination shall be made in the employment of persons upon public works because of race, religious creed, color, national origin, ancestry, physical handicaps, mental condition, marital status, or sex of such persons, except as provided in Section 1420, and any consultant of public works violating this Section is subject to all the penalties imposed for a violation of the Chapter.

Signed:

Title:

Firm:

Date:

Arianna Barrios, CEO
Barrios & Associates, LLC (dba Communications LAB)
May 12, 2023

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CITY OF SANTA ANA
RFP NO.: 23-014

CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES City of Santa Ana RFP 23-026
Consumer Confidence Report (CCR) and Auxiliary Services

Page 33 ends

NON-LOBBYING CERTIFICATION
The prospective participant certifies, by signing and submitting this bid or proposal, to the best of his or her knowledge and belief, that:
(1) No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement.
(2) If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, "Disclosure of Lobbying Activities," in conformance with its instructions.

This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by Section 1352, Title 31, U.S. Code.

Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure.

The prospective participant also agrees by submitting his or her bid or proposal that he or she shall require that the language of this certification be included in all lower tier subcontracts, which exceed $100,000 and that all such subrecipients shall certify and disclose accordingly.

Signed:

Title:

Firm:

Date:

Arianna Barrios, CEO
Barrios & Associates, LLC (dba Communications LAB
May 12, 2023

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SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.

INSURER(S) AFFORDING COVERAGE
INSURER F :

INSURER E :

INSURER D :

INSURER C :

INSURER B :

INSURER A :

NAIC #
NAME:

CONTACT
(A/C, No):

FAX
E-MAIL
ADDRESS:

PRODUCER
(A/C, No, Ext):

PHONE

INSURED
REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.

If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).

THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS

CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.

OTHER:
(Per accident)
(Ea accident)
$
$
N / A
SUBR
WVD
ADDL
INSD

THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS

CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. $
$
$
$PROPERTY DAMAGE
BODILY INJURY (Per accident)
BODILY INJURY (Per person)

COMBINED SINGLE LIMIT

AUTOS ONLY

AUTOSAUTOS ONLY

NON-OWNED

SCHEDULEDOWNED

ANY AUTO

AUTOMOBILE LIABILITY
Y / N

WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY
OFFICER/MEMBER EXCLUDED?
(Mandatory in NH)
DESCRIPTION OF OPERATIONS below
If yes, describe under

ANY PROPRIETOR/PARTNER/EXECUTIVE
$
$
$
E.L. DISEASE - POLICY LIMIT
E.L. DISEASE - EA EMPLOYEE
E.L. EACH ACCIDENT
ER
OTH-

STATUTE
PER

LIMITS(MM/DD/YYYY)

POLICY EXP
(MM/DD/YYYY)

POLICY EFF

POLICY NUMBERTYPE OF INSURANCELTR
INSR
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)

EXCESS LIAB
UMBRELLA LIAB $EACH OCCURRENCE
$AGGREGATE
$
OCCUR

CLAIMS-MADE
DED RETENTION $
$PRODUCTS - COMP/OP AGG
$GENERAL AGGREGATE
$PERSONAL & ADV INJURY
$MED EXP (Any one person)
$EACH OCCURRENCE

DAMAGE TO RENTED
$PREMISES (Ea occurrence)

COMMERCIAL GENERAL LIABILITY

CLAIMS-MADE OCCUR
GEN'L AGGREGATE LIMIT APPLIES PER:

POLICY PRO-

JECT LOC

CERTIFICATE OF LIABILITY INSURANCE

DATE (MM/DD/YYYY)

CANCELLATION

AUTHORIZED REPRESENTATIVE
ACORD 25 (2016/03)
© 1988-2015 ACORD CORPORATION. All rights reserved.

CERTIFICATE HOLDER
The ACORD name and logo are registered marks of ACORD
HIRED

AUTOS ONLY
$
$
CA License #0691071
Bannister & Associates Insurance Agency
Cert ID 12434
Sentinel Insurance Company
Hartford Casualty Insurance Co
Philadephia Indemnity Ins Co
Axis Insurance Company
03/17/2023
701 E Chapman Avenue
04/01/2023 04/01/202472SBABG0546
A
Professional Liability
305 17th Street [email protected]
04/01/2023 04/01/202472SBABG0546
A
A
B
C
X
X
X
X
Jonathan Severson
Huntington Beach CA 92648
Orange CA 92866
(714) 536-6086
(949) 215-5539
(714) 536-4054
X X
X
X
1,000,000
1,000,000
1,000,000
1,000,000
1,000,000
6,000,000
6,000,000
10,000
10,000
2,000,000
Retention
04/01/2023 04/01/202472SBABG0546
04/01/2023 04/01/202472WECAW7EH6
1,000,000
1,000,000
2,000,000
2,000,000
For Informational Purposes Only
Barrios and Associate, LLC
dba Communications Lab
Limit (perclaim):
04/01/202404/01/2023PHSD1778561
Deductible: $5,000/claim Limit (aggregate): 4,000,000

Page 1 of 2 ends

EXHIBIT B

City Council
22 –
66 7/18/2023

EXHIBIT B

City Council
22 –
67 7/18/2023

EXHIBIT B

City Council
22 –
68 7/18/2023

EXHIBIT B

City Council
22 –
69 7/18/2023

EXHIBIT B

City Council
22 –
70 7/18/2023

Certification Type Status From To
SB(Micro) Approved 04/05/2022 05/31/2024
Printed on: 4/5/2022 4:12:08 PM
To verify most current certification status go to: https://www.caleprocure.ca.gov Office of Small Business & DVBE Services
Certification ID: 2010881
Legal Business Name:

Barrios & Associates, LLC
Doing Business As (DBA) Name 1:

Communications LAB
Doing Business As (DBA) Name 2:

Address:
701 E. Chapman Ave
ORANGE
CA 92866
Email Address:
[email protected]
Business Web Page:
http://www.communicationslab.com
Business Phone Number:
949/215-5539
Business Fax Number:
949/215-5549
Business Types:

Service
Stay informed! KEEP YOUR CERTIFICATION PROFILE UPDATED! -LOG IN at CaleProcure.CA.GOV
Questions?
Email: [email protected]
Call OSDS Main Number: 916-375-4940
707 3rd Street, 1-400, West Sacramento, CA 95605
Supplier Proﬁle https://caleprocure.ca.gov/pages/SupplierProﬁle/supplier-proﬁle-print.html 1 of 1 4/5/22, 4:12 PM

EXHIBIT B

City Council
22 –
71 7/18/2023

Contractor Information
Legal Entity Name

BARRIOS & ASSOCIATES, LLC
Legal Entity Type
LLC
Status
Active
Registration Number
1000053829
Registration effective date
07/01/22
Registration expiration date
06/30/24
Mailing Address
701 E. CHAPMAN AVENUE ORANGE 92866 CA …
Physical Address
701 E. CHAPMAN AVENUE ORANGE 92866 CA …
Email Address
[email protected]
Trade Name/DBA

COMMUNICATIONS LAB
Comm LAB
License Number (s)
Registration History
Effective Date Expiration Date
08/23/18 06/30/19
11/13/17 06/30/18
06/13/20 06/30/21
07/01/21 06/30/22
07/01/22 06/30/24
Legal Entity Information
Corporation Entity Number: 201302410206
Federal Employment Identification Number: 462030008
Member name(s):

Member Legal Name: Barrios & Associates LLC
Member Legal Entity Type: LLC
Agent for service:

Agent of Service Name: Arianna Barrios
Agent of Service Mailing Address: 701 E Chapman Avenue Orange 92866 CA United States Worker's Compensation
Do you lease employees through Professional Employer Organization (PEO)?: No Please provide your current worker's compensation insurance information below:

PEO InformationPEO
Name
PEO
Phone
PEO
Email
Registrations https://cadir.secure.force.com/ContractorSearch/registrationSearchDetail... 1 of 2 5/2/22, 12:15 PM

EXHIBIT B

City Council
22 –
72 7/18/2023

707 randomly selected
residents participated,
resulting in a margin of error of 3.7%
GENDER
AGE
51% Femal/e.end
47% Mal/e.end
1% Other
2% P refer not to answer

ETHNICITY

TIME IN CYPRESS
WHAT CAN WE DO BETTER?
38% Caucasian
34% Asian
19% Hispanic
4% African-American/Black
2% Middle Eastern
1% Paciﬁc Islander
1% Mixed Heritage
2% Prefer not to answer
1% Other
<1% American Indian
or Alaskan Native
51% 1 5 years or longer
19% 1-4 years
17% 5-9 years
10% 10-1 4 years
2% Less than one year
65%
OWN
HOMES
49% ARE

EMPLOYED
FULL/uniF6BATIME
WHO TOOK THE SURVEY?
37% Ages 35-54
34% Seniors
over 55
24% Under 35

4.1% Prefer not
to say
WHAT DID YOU TELL US?

WHAT SHOULD
WE PRIORITIZE?
Close to 1/3 of respondents could not think of one
change they desired or stated ﬂatly that no changes are needed – everything is ﬁne. These were the two most
frequently mentioned responses to the question!
Addressing homelessness, managing
growth/development, and managing trafﬁc
were identiﬁed as the top service needs.
feel Cypress is a safe place to live95%
rate Cypress as an excellent/good place to live91%
rate Cypress as an excellent/good place to
raise a family91%
rate Cypress’ quality of life as excellent/good90%
are very/somewhat satisﬁed with the City’s efforts
to provide municipal services
84%
are very/somewhat satisﬁed with the City’s efforts
to provide ﬁre protection and medical services
98%

CITY OF CYPRESS

COMMUNITY SURVEY

EXHIBIT B

City Council
22 –
73 7/18/2023

Making fresh drinking water from the ocean
requires energy, but not as much as some of
our other favorite things, like TV’s,
Air-conditioning, and electric vehicles.

Seawater desalination has
long been used in regions
all over the world where
fresh water is in short
supply and recent
improvements in
desalination technology
have resulted in reduced
energy consumption and
lower operating costs.

Poseidon’s Carlsbad and
Huntington Beach
desalination projects will
not only be the first
large-scale seawater
desalination plants built in
the state, they will be the
largest, most
technologically advanced,
energy efficient and
environmentally friendly
seawater desalination
plants in the Western
Hemisphere.

By the Numbers
Desalination
Energy Usage
Electric Vehicle
Data Center
Water Heater

19.4 kWh
Required to run a single
server unit in a data
center for an entire day.
2 12.5 kWh
Hot Water for an average
household per day.
4 13.2 kWh
Used to drive an electric
vehicle for one day.
3 AC Unit
24 kWh
Central Air conditioning
unit for an average day.
1 Desalination

7.6 kWh
Required to produce the
daily water supply for an
average household.
5 [1] Duke Energy
[2] Data Science Association
[3] US Environmental Protection Agency
& Federal Housing Administration
[4] Duke Energy
[5] Poseidon Water's Carlsbad Seawater
Desalination Plant

EXHIBIT B

City Council
22 –
74 7/18/2023

BY THE
10 MILES

1.5 MILLION
400,000
100%
Numbers
DECEMBER 2015

COMPLETE
There’s no question that
executing a massive project
the size and scope of the
Carlsbad Desalination
Project takes considerable
effort. Over the past three
years, the construction
crews and Project team
worked diligently to ensure
the timely completion of the
largest, most technologically
advanced and energy-
efficient seawater
desalination plant in
the Nation.

These statistics put this
monumental undertaking
into perspective.

The Carlsbad Desalination Project
will be the ﬁ rst major California
infrastructure project to
eliminate its carbon footprint.

ZERO
CO2
The Carlsbad
Desalination
Project will be
the ﬁ rst major
California infrastructure
project to eliminate its
carbon footprint.

ZERO
CO2
14x
132,000 LINEAR FEET
of pipe, equal to 14 Golden Gate
Bridges, have been installed at
the plant and along the route.

The Desalination Plant
will provide enough
high-quality drinking
water to serve more than
in San Diego County.
400,000 RESIDENTS
Were needed for Project construction,
equal to employing 500 workers
at the peak of construction.

Labor
Hours

MILLION
Were needed for Project
construction, equal to
employing 500 workers
at the peak of construction.

Labor
Hours

MILLION

INJURY OR
VIOLATION +

PERFECT
SAFETY

RATINGS REPORTS OF
=
Which equals the
weight of
Blue Whales.
11,000
TONS of steel
pipe segments.

The pipeline uses
Which equals the
weight of
Blue Whales.
11,000
TONS of steel
pipe segments.

The pipeline uses
As of June 2015, all
of delivery pipeline
have been installed.
10 MILES
14x
132,000 LINEAR FEET
of pipe, equal to 14 Golden Gate
Bridges, have been installed at
the plant and along the route.
of plant construction
is now complete.
100%
of plant construction
is now complete.
100%

1.5 The Carlsbad Desalination Project
will be the ﬁ rst major California
infrastructure project to
eliminate its carbon footprint.

ZERO
CO2
The Carlsbad
Desalination
Project will be
the ﬁ rst major
California infrastructure
project to eliminate its
carbon footprint.

ZERO
CO2
14x
132,000 LINEAR FEET
of pipe, equal to 14 Golden Gate
Bridges, have been installed at
the plant and along the route.

Labor
Hours

MILLION
Were needed for Project
construction, equal to
employing 500 workers
at the peak of construction.

Labor
Hours

MILLION

INJURY OR
VIOLATION +

PERFECT
SAFETY

RATINGS REPORTS OF
=
Which equals the
weight of
Blue Whales.
11,000
TONS of steel
pipe segments.

The pipeline uses
Which equals the
weight of
Blue Whales.
11,000
TONS of steel
pipe segments.

1.5 The Carlsbad Desalination Project
will be the ﬁ rst major California
infrastructure project to
eliminate its carbon footprint.

ZERO
CO2
The Carlsbad
Desalination
Project will be
the ﬁ rst major
California infrastructure
project to eliminate its
carbon footprint.

ZERO
CO2
14x
132,000 LINEAR FEET
of pipe, equal to 14 Golden Gate
Bridges, have been installed at
the plant and along the route.

Labor
Hours

MILLION
Were needed for Project
construction, equal to
employing 500 workers
at the peak of construction.

Labor
Hours

MILLION

INJURY OR
VIOLATION +

PERFECT
SAFETY

RATINGS REPORTS OF
=
Which equals the
weight of
Blue Whales.
11,000
TONS of steel
pipe segments.

The pipeline uses
Which equals the
weight of
Blue Whales.
11,000
TONS of steel
pipe segments.

1.5 The Carlsbad Desalination Project
will be the ﬁ rst major California
infrastructure project to
eliminate its carbon footprint.

ZERO
CO2
The Carlsbad
Desalination
Project will be
the ﬁ rst major
California infrastructure
project to eliminate its
carbon footprint.

ZERO
CO2
14x
132,000 LINEAR FEET
of pipe, equal to 14 Golden Gate
Bridges, have been installed at
the plant and along the route.

Labor
Hours

MILLION
Were needed for Project
construction, equal to
employing 500 workers
at the peak of construction.

Labor
Hours

MILLION

INJURY OR
VIOLATION +

PERFECT
SAFETY

RATINGS REPORTS OF
=
Which equals the
weight of
Blue Whales.
11,000
TONS of steel
pipe segments.

The pipeline uses
Which equals the
weight of
Blue Whales.
11,000
TONS of steel
pipe segments.

1.5 www.carlsbaddesal.com Carlsbad Desalination @CarlsbadDesal

EXHIBIT B

City Council
22 –
75 7/18/2023

Video Samples
SHORT VIDEOS / PSAs
Short :30 public service announcements, and videos:
• Orange County Mosquito and Vector Control District
• Orange County Stormwater Program
• Don’t Doubt the Drought campaign for the Santa Margarita Water District

MID LENGTH VIDEOS
• Orange County Transportation Authority’s (OCTA) I-5 Freeway / El Toro Road Interchange Improvement Project options and
• OCTA’s “Learning Lanes” video series,
• Moulton Niguel Water District’s Irrigation Troubleshooting and Look for Leaks videos • Orange Unified School District’s “We are Orange Unified” and Building Success videos • Orange County Auditor-Controller’s “Taxpayers Count” video series • Orange County Stormwater Program’s Turf Removal video

LONG FORM VIDEOS
• Laguna Niguel’s State of the City video in 201 8,
• Rancho Santa Margarita’s State of the City event program, • OCTA’s I-5 South Improvement Project Dedication Ceremony • Orange County Taxpayers Association’s OCTax Talk series • OC Forum Programs

EXHIBIT B

City Council
22 –
76 7/18/2023

CONSUMER CONFIDENCE

REPORT & AUXILIARY SERVICES

EXHIBIT B

City Council
22 –
77 7/18/2023

EXHIBIT C

COMPENSATION
Consultant’s Fee Proposal including hourly rates if applicable

City Council
22 –
78 7/18/2023

CITY OF SANTA ANA
RFP NO.: 23-014

CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES City of Santa Ana RFP 23-014
Consumer Confidence Report (CCR) and Auxiliary Services

Page 17 ends

APPENDIX
ATTACHMENT 2: FEE PROPOSAL
Cer
tification - I certify that I have read, understand and agree to the terms and conditions of this Request for Proposal. I have examined the ATTACHMENT 1: SCOPE OF WORK. I am familiar with all the existing conditions and limitation that may impact work requests. I understand and agree that I am responsible for reporting any errors, omissions or discrepancies to the City for clarification prior to the submission of my proposal.

CCR: Proposal Item Price –Lu
mp Sum Fee (Per Year) must be inclusive of all costs, including, but not limited to, direct and indirect costs for labor, overhead, incidental supplies, travel, mileage, and fuel to produce the annual Water Quality Consumer Confidence Report.

Strategic Plan: Proposal Item Price –Lump Sum Fee must be inclusive of all costs, including, but not limited to, direct and indirect costs for labor, overhead, incidental supplies, travel, mileage, and fuel to produce Strategic Plan.

Pr
oposer shall submit hourly rates schedule, which shall include but not limited to, direct and indirect costs for labor, for staff per job classification, material, equipment rates, overhead, incidental supplies, travel, mileage, and fuel. Any special materials purchased by the consultant only after discussed and authorized by the City projects manager or designee in writing Prior to comm encement of auxiliary services, Consultant shall provide separate quotes, upon request by the City, which shall be approved by the City’s Public Works Water Resources Division.

FEE SCHEDULE
The undersigned declares that he/she has carefully examined the request for proposal, that he/she has examined the Proposed Scope of Services, and hereby proposes to furnish all material and do all the work required to complete the said work in accordance with said Proposed Scope of Services, for the unit price(s) set forth in the following schedule:

TO: CI

TY COUNCIL OF THE CITY OF SANTA ANA
FROM:

Item # Bid Item Unit Quantity Amount
Consumer Confidence Report (CCR)

1. Consumer Confidence Report 1
Lump Sum
(Per
Calendar
Year)
$______________
Consumer Confidence Report Total: $______________
Barrios & Associates, LLC (dba Communications LAB)
12,500
12,500

EXHIBIT C

City Council
22 –
79 7/18/2023

CITY OF SANTA ANA
RFP NO.: 23-014

CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES City of Santa Ana RFP 23-014
Consumer Confidence Report (CCR) and Auxiliary Services

Page 18 ends

Strategic Plan

2. Strategic Plan 1 Lump Sum $______________
Strategic Plan Total: $______________
BIDDER INFORMATION:

Legal Company Name: ______________________________________________________ Bus
iness address: _________________________________________________________ Phone Number: ___________________________________________________________ Email Address: ____________________________________________________________ Authorized Signature: _______________________________________________________ Name: ___________________________________________________________________ Title:______________________________________________________________________ $10,000
$10,000
Barrios & Associates, LLC (dba Communications LAB)
701 E. Chapman Avenue, Orange, CA 92866
949-215-5539 ext. 101
[email protected]
Arianna Barrios
CEO

EXHIBIT C

City Council
22 –
80 7/18/2023

Page 1 of 9 ends

CONSULTANT AGREEMENT BETWEEN THE CITY OF SANTA ANA AND

CV STRATEGIES FOR PREPARATION OF CONSUMER CONFIDENCE REPORTS

AND AUXILIARY SERVICES ON AN ON-CALL BASIS
THIS AGREEMENT is made and entered into on this 18th day of July, 2023 by and between CV Strategies (“Consultant”) , and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California (“City”).

RECITALS
A. On
April 13, 2023 the City issued a Request for Proposal (“RFP”) No. 23-014, by which it desired to retain a c onsultant having special skill and knowledge in the preparation of Annual C onsumer Confidence R eports regarding the City’s water system and sanitary sewer system, as well as the performance of the following “Auxiliary Services” including, but not limited to: the creation of a Strategic Plan; updating the City website and web based CCR; composing and designing ready for print brochures, postcards letters, and bill inserts for public distribution; development of water related campaigns ; targeted outreach for water campaign s; creation of live action media and videos including Public Service Announcements, on an on-call basis for the City’s Public Works Agency.

Consultant submitted a responsive proposal that was among those sel ected by the C ity.

Consultant represents that it is able and willing to provide such services described in the scope of work that was included in the RFP No. 23-014.

NO
W THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows:

1. S

2. CO

MPENSATION
a. C
ity neither warrants nor guarantees any minimum or maximum compensation to Consultant under this Agreement. Consultant shall be paid only for actual services performed under this Agreement at the rates and charges identified in Consultant’s Fee EXHIBIT 2

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81 7/18/2023

Page 2 of 9 ends

Proposal, which is attached hereto and fully incorporated herein by this reference as “Compensation - Exhibit C”. Consultant is one of three (3) separate consultants selected to provide services on an on- call basis under RF P No. 23- 014. The total compensation for services provided by all consultants selected under RFP No. 23- 014 shall not exceed the shared aggregate amount of $900,000.00 during the term of this Agreement, including any extension periods, as set forth in Section 3, below. b. Payment by City shall be made within forty-five (45) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City.

3. TERM

4. INDEPENDENT CONTRACTOR

5. OWNERSHIP OF MATERIALS

City Council
22 –
82 7/18/2023

Page 3 of 9 ends

6. INSURANCE

Consultant shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder and the results of that work by the Consultant , its agents, representatives, employees or subconsultants.

b. Insurance coverage shall be at least as broad as:

(i) Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an “occurrence” basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $ 1,000,000.00 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit.
(ii) Workers’ Compensation insurance as required by the State of California, with Statutory Limits, and Employer’s Liability Insurance with limit of no less than $1,000,000.00 per accident for bodily injury or disease. (iii)Professional Liability (Errors and Omissions) Insurance appropriates to the Consultant’s profession, with limit no less than $1,000,000.00 per occurrence or claim, $2,000,000.00 aggregate.
(iv) If the Consultant maintains broader coverage and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City.
c. Other Insurance Provisions. The insurance policies are to contain, or be endorsed to contain, the following provisions:
(i) Additional Insured Status. Th e City, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Consultant including materials, parts, or equipment furnished in connection with such work or operations. General liability coverage can be provided in the form of an endorsement to the Consultant’s insurance (at least

City Council
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83 7/18/2023

Page 4 of 9 ends

as broad as ISO Form CG 20 10 11 85 or both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 forms if later revisions used). (ii) Primary Coverage. For any claims related to this contract, the Consultant’s insurance coverage shall be primary insurance primary coverage at least as broad as ISO CG 20 01 04 13 as respects the City, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by the City, its officers, officials, employees, or volunteers shall be excess of the Consultant’s insurance and shall not contribute with it. (iii)Notice of Cancellation. Each insurance policy required above shall state that coverage shall not be canceled, except with notice to the City. (iv) Waiver of Subrogation. Consultant hereby grants to City a waiver of any right to subrogation which any insurer of said Consultant may acquire against the City by virtue of the payment of any loss under such insurance. Consultant agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer. (v) Self-Insured Retentions. Self -insured retentions must be declared to and approved by the City. The City may require the Consultant to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention.

The policy language shall provide, or be endorsed to provide, that the self - insured retention may be satisfied by either the named insured or City. (vi) Acceptability of Insurers. Insurance is to be placed wi th insurers authorized to conduct business in the state with a current A.M. Best’s rating of no less than A: VII, unless otherwise acceptable to the City.
(vii) Verification of Coverage. Consultant shall furnish the City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage required by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements to City before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant’s obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, inclu ding endorsements required by these specifications, at any time. (viii) Subcontractors. Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Consultant shall ensure that City is an addit ional insured on insurance required from subcontractors.

City Council
22 –
84 7/18/2023

Page 5 of 9 ends

7. INDEMNIFICATION
C
onsultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, consultants, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may aris e from the negligent operations of the Consultant , its subconsultants , agents, employees, or other persons acting on its behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Consultant’s services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant.

8. I

NTELLECTUAL PROPERTY INDEMNIFICATION
C
onsultant shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States’ letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by Consultant to the City pursuant to this Agreement.

9. RE
CORDS
C
onsultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three

City Council
22 –
85 7/18/2023

Page 6 of 9 ends

(3) years from the date of final payment to Consultant under this Agreement.

10. CONFIDENTIALITY

11. CONFLICT OF INTEREST CLAUSE

12. NON-DISCRIMINATION

13. EXCLUSIVITY AND AMENDMENT

City Council
22 –
86 7/18/2023

Page 7 of 9 ends

party, which is not embodied herein.

14. ASSIGNMENT

15. TERMINATION

16. WAIVER

17. JURISDICTION - VENUE

18. PROFESSIONAL LICENSES

Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder

City Council
22 –
87 7/18/2023

Page 8 of 9 ends

19. NOTICE

To City:

Jennifer L. Hall
City Clerk
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
Fax: 714- 647-6956

With courtesy copies to:

Nabil Saba
Executive Director of Public Works Agency
City of Santa Ana
20 Civic Center Plaza
P.O. Box 1988
Santa Ana, California 92702

To Consultant:

A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these Erin La Combe
Chief Executive Officer
CV Strategies
73700 Dinah Shore Drive
Palm Desert, CA 92211
Phone: 760-641-0739

City Council
22 –
88 7/18/2023

Page 9 of 9 ends

time frames, weekends, federal, state, County or City holidays shall be excluded.

20. M

I
N WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written.

A
TTEST: CITY OF SANTA ANA:

JENNIFER L. HALL KRISTINE RIDGE
City Clerk City Manager
AP
PROVED AS TO FORM: CONSULTANT:

SONIA R. CARVALHO
City Attorney
B
y:

JONATHAN T. MARTINEZ
Assistant City Attorney
R
ECOMMENDED FOR APPROVAL:

NABIL SABA
Executive Director
Public Works Agency

ERIN LA COMBE
Chief Executive Officer

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EXHIBIT A

SCOPE OF SERVICES

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CITY OF SANTA ANA
RFP NO.: 23-014

CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES City of Santa Ana RFP 23-014
Consumer Confidence Report (CCR) and Auxiliary Services

Page 12 ends

Appendix
ATTACHMENT 1: SCOPE OF WORK
Exhibit A

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CITY OF SANTA ANA
RFP NO.: 23-014

CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES City of Santa Ana RFP 23-014
Consumer Confidence Report (CCR) and Auxiliary Services

Page 13 ends

The City is looking for opportunites to better communicate water related issues and to keep everyone informed.

Th
e City of Santa Ana is soliciting proposals from qualified consulting firms to prepare and deliver Exhibit A

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CITY OF SANTA ANA
RFP NO.: 23-014

CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES City of Santa Ana RFP 23-014
Consumer Confidence Report (CCR) and Auxiliary Services

Page 14 ends

a comprehensive Water Quality Consumer Confidence Report and provide the following auxiliary support services described herein:

St
rategic Assessment: Gather input, feedback evaluate City’s existing Strategic Plan to establish a framework for Division’s 2023 Strategic Plan.

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CITY OF SANTA ANA
RFP NO.: 23-014

CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES City of Santa Ana RFP 23-014
Consumer Confidence Report (CCR) and Auxiliary Services

Page 15 ends

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CITY OF SANTA ANA
RFP NO.: 23-014

CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES City of Santa Ana RFP 23-014
Consumer Confidence Report (CCR) and Auxiliary Services

Page 16 ends

D. DISTRIBUTION OF WORK
No w
ork shall be allowed to proceed until authorized by City Staff.

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EXHIBIT B

CONSULTANT’S PROPOSAL

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SUBMITTED FRIDAY, MAY 12, 2023, BY:

Erin La Combe
President, CEO & Founder, CV Strategies
[email protected] | 760.641.0739
Los Angeles • Palm Desert • Sacramento
CVSTRATEGIES.COM

REQUEST FOR PROPOSALS

CITY OF SANTA ANA

PUBLIC WORKS AGENCY
Consumer Confidence Report (CCR)
and Auxiliary Services
RFP 23-014

EXHIBIT B

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Los AngeLes | PALm Desert | sAcrAmentoLos AngeLes | PALm Desert | sAcrAmento May 12, 2023
Kathia Reyes, Project Manager
City of Santa Ana Public Works Agency
220 S. Daisy Ave., Building A, Santa Ana, CA 92703
Dear Ms. Reyes,
CV Strategies is pleased to present this proposal for services related to development of your agency’s annual Consumer Confidence Report and Strategic Plan, as well as on-call communications services. We look forward to continuing our professional partnership with the Public Works Agency Division of Water Resources.

With more than 18 years of experience working with special districts, CV Strategies is prepared to collaborate with agency staff to create all elements of successful strategic communications, including planning, guiding, creating and developing messaging, content and graphics. Our deep knowledge of the water industry and the region will allow us to effectively create a nexus between your messages and community benefit.

The following proposal details our approach to creating effective and sustainable communications for the Division of Water Resources, including the CCR, continuing and completing the work we started on your Strategic Plan, and providing additional services such as providing content for newsletters, press releases and presentations as well as branded graphics and design of fact sheets and other collateral.

There is no better firm than CV Strategies to help the Division communicate its story to customers and stakeholders.

Our comprehensive communications and public engagement firm, founded in 2007, has an in-house team of strategic planners, brand managers, content developers, graphic designers, photographers and videographers who are available 24 hours a day, 7 days a week to turn your communications goals into action. We are a California Corporation - S Corp headquartered at 73700 Dinah Shore Drive, Palm Desert, CA 92211, with offices in Los Angeles and Sacramento.

Should you need additional information, please do not hesitate to contact our Vice President, Tara Bravo Mulally, directly at 510-300-5843. We look forward to partnering with you on this project and are happy to present this proposal, which is firm and binding for 120 days from the date of receipt.

Agreement Statement: We concur with any and all provisions as contained in the standard agreement attached as ATTACHMENT 4: STANDARD AGREEMENT in the Appendix of the RFP.

Sincerely,
Erin La Combe
President, CEO & Founder
CV Strategies, S-Corporation
73700 Dinah Shore Drive
Palm Desert, CA 92211
[email protected] | 760.641.0739
Office: 760.776.1766 | Fax: 760.776.1760 | [email protected] | cvstrategies.com

EXHIBIT B

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TABLE of CONTENTS
Cover Letter 2
Background 4
Firm's Qualifications 5
Organizational Chart 6
Resumes 7
Project Understanding & Approach 12
Scope of Work 15
Relevant Experience & References 18
Appendix 25
Partial Client List 26
Optional Services Offered 27
Value-added Services 28
Attachments 29
3 EXHIBIT B

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Background
4 EXHIBIT B

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CV Strategies is a communications and community engagement firm that leverages expertise, influence and instincts to enhance the ways public agencies tell their stories. Founded in 2007 by former television news director Erin La Combe, CV Strategies helps clients blend media, messaging and audiences to connect with communities and drive support on the issues that matter. CV Strategies’ staff of 22 is made up of former journalists, news executives, marketing experts and designers who use their storytelling skills to provide value to clients.

CV Strategies is a California small business averaging about $2 million in gross receipts annually. We are not a subsidiary of a larger company. The firm is currently involved in active, ongoing communications initiatives with more than 100 public agencies throughout California. Our strategists provide support on issues as diverse as branding, website design, strategic planning, crisis communications, public education campaign architecture, and tactical outreach implementation. Our extensive experience makes us adept at crafting effective messaging for organizations with varying stories to tell.

The firm has developed conservation, education and engagement campaigns for clients across the state. With offices in Palm Desert, Los Angeles, and Sacramento, our team members leverage their diverse expertise, contacts, and skill sets to support water industry, energy and government clients. Our firm is deadline-oriented and driven to deliver updates and results that identify measurable targets and achieve progress throughout a project’s scope.

We provide our clients with a diverse set of tactics to help them meet their outreach objectives with a wide variety of audiences. Through careful research, planning and strategic implementation, our specialists work closely with staff to create effective and innovative solutions to communication challenges. CV Strategies unites these elements to fulfill the organization’s vision and ensure achievement of communication goals.

FIRM’S QUALIFICATIONS

THE CV STRATEGIES NEXUS
WE UNDERSTAND PUBLIC AGENCIES.

With more than 100 current public agency
clients across the state, CV Strategies
consultants have an intimate knowledge of
municipalities and special districts, and are well
versed in the tactics that enhance customer
engagement and messaging success.

WE KNOW THE REGION.

We understand the unique relationships,
communities, and issues of the region, as
well as the messages that resonate with
stakeholders. In addition, an extensive portfolio
of strategic communication initiatives for public
sector clients throughout the state has fostered
a deep understanding of the issues that impact
California communities.

WE ARE SKILLED STORYTELLERS.

Our backgrounds in journalism, advertising,
design, film production and social media
marketing have honed keen storytelling
instincts that help create dynamic visuals and
compelling copy.

WE THINK HOLISTICALLY .

Our professionals are experienced in gathering
and analyzing information in pursuit of a
comprehensive and holistic strategic approach.

The guidance and counsel we provide is
engineered out of an in-depth understanding
of client nuance and need.

WE DO ALL OUR WORK IN HOUSE.

CV Strategies offers a full suite of in-house
creative services – concepting, copywriting,
design, web production, photography,
videography, social and digital media. This
combined-services approach improves control
of costs and deadlines, while close interaction
between designers, copywriters and account
coordinators results in deliverables that are
cohesive, targeted, and harmonious.
5 EXHIBIT B

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6 KEY PERSONNEL QUALITY ASSURANCE
The team and their percentage of time devoted to
this project:
• Project Director: Erin La Combe, 10%
• Project Manager:

Tara Bravo Mulally, 30%
• Content Development: Janet Zimmerman, 40%
• Creative Director: Lynn Oliva, 40%
• Graphics Support: Heather Anderson, 20%

CV Strategies will ensure staff quality through regular review of work performed. All deliverables undergo a series of management reviews and edits prior to final approval by the Project Director. In addition to the project team identified, the talent and experience of our staff allows for backup if necessary, so deadlines are always met.

No subcontractors will be required for this project.

ORGANIZATIONAL CHART

OF KEY PERSONNEL
Tara Bravo Mulally
Senior Vice President
Erin La Combe
President, CEO & Founder
Jude Johnson
Chief Financial Officer
Kai Josephson
Video Editor
Nisha Ajmani
Account Manager &
Photographer
Shawn Harkness
Account Manager &
Video Producer
Janet Zimmerman
Director of
Account Management
6 Heather Anderson
Graphic Designer
Jennifer Reyes
Graphic Designer
Jacob Morrison
Website Specialist
Lynn Oliva
Director of
Creative Services

EXHIBIT B

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University of
Southern California
Los Angeles, California
Bachelor of Arts
Degree // Broadcast
Journalism
The California Club //
Board Member
FIND Food Bank //
Board Member
California Utility
Executive
Management
Association //
Board Member
Jim Murray Memorial
Foundation //
Board Member
Pacific Southwest
Chapter Emmy //
June 2003
Best Newscast Winner
Pacific Southwest
Chapter Emmy //
June 2004
Best Newscast Winner
Communicator Award
Winner //
January 2006
Breaking News
Bill Stout Memorial
Award of Excellence
Winner // March 2006
Best Spot News
Coverage Winner //
March 2006
[email protected] | 760.641.0739

ERIN LA COMBE

PRESIDENT, CEO & FOUNDER

SELECT AWARDS AFFILIATIONS EDUCATION

PROJECT EXPERIENCE
Turlock Irrigation District – FERC Relicensing, Turlock, California. Created a successful campaign to engage media, the community and ultimately the State Water Resources Control Board to support a science-based approach for relicensing Don Pedro Dam. The project involved a media-focused website, videos, factsheets and press relations.

Byron-Bethany Irrigation District – Water Rights Protection, Byron, California.

Spearheaded a campaign that resulted in the protection of water rights for farming communities in the San Joaquin Valley. Work included video production, media relations, website creation and event organization to influence state decision-makers.

Coachella Valley Water District – Chromium-6 Outreach, Palm Desert, California.

Crafted direct mail pieces, quarterly updates and factsheets to educate customers about new state reporting threshold for drinking water. Facilitated community meetings, prepared public presentations and directed videos.

Elsinore Valley Municipal Water District – Variable Rates Outreach, Lake Elsinore, California. Led an extensive educational campaign for the District’s move to variable sewer rates. The project included online content, FAQs, infographics, newsletter articles, bill inserts, mailers, social media and more.

Desert Healthcare District – COVID-19 Outreach, Palm Springs, California.

Directed and managed a comprehensive educational effort that includes creation of an online Coachella Valley COVID-19 Resource Center, news releases, newsletter content, social media and media coverage.

Hi-Desert Water District – Sewer Assessment District, Yucca Valley, California.

Guided the Hi-Desert Water District Water Reclamation Facility and sewer system outreach effort, securing a voter turnout of more than 50% and overwhelming total assessment voter approval of more than 70%. Tactics included designed ads and billboards, media ad buys, legislative document development, microsite creation and video production.

An Emmy Award-winning journalist with over 25 years in the communications industry, Erin La Combe is the President and Founder of CV Strategies, a Southern California strategic communications and public engagement firm serving corporate, government and non-profit clients. Erin is an experienced media veteran, having led newsroom operations at network television affiliates KESQ, KMIR and KUNA in the Coachella Valley and KFWB news radio in Los Angeles, as well as KROQ-FM. Her news background and insights offer a highly valuable service that is difficult to match. Erin has led the communications and public affairs support team and overseen graphics development for myriad cities, water districts, and nonprofit organizations across the state for more than a decade. A talented mediator, she has provided guidance to numerous government agencies through the strategic planning process, leading workshops and providing key messaging strategies to gain positive public perception. Her insights into the minds of reporters and editors are often one step ahead of the story of the day, offering a highly valuable service that is difficult to match. 7 EXHIBIT B

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[email protected] | 510.300.5843
California State University,
East Bay
Hayward, California
Bachelor of Science //
Business Administration
Graduated Cum Laude
Cogswell Polytechnical
College
Sunnyvale, California
Computer Arts Focus
Association of California
Water Agencies //
Communications Committee
Friends of the Desert
Mountains //
Board of Directors

SELECT AWARDS AFFILIATIONS EDUCATION

PROJECT EXPERIENCE
United Water Conservation District – Water Sustainability Summit 2020, Oxnard, California. Organized and facilitated a regional sustainability summit to foster collaboration in Ventura County. Speakers included Dorene D’Adamo, State Water Resources Control Board; Vic Nguyen, California Department of Water Resources; Assemblymember Jacqui Irwin (D-Thousand Oaks) and Catherine Freeman, Chief Consultant to the California State Assembly Water, Parks and Wildlife Committee. CV Strategies designed the event materials and presentations, as well as produced the historical and event recap videos.

San Bernardino County Superintendent of Schools – Rebrand and Website, San Bernardino, California. When one of the largest educational providers in California needed a new look, it turned to CV Strategies. Tara led the effort to rebrand the organization starting with employee focus groups and progressing to a new website, logo, collateral material templates and a style guide.

West County Wastewater District – Strategic Planning, Richmond, California. Led the strategic planning process, which included in-depth work sessions with executive staff and board members to identify priorities and initiatives. Those strategic elements were later incorporated into all district communciations, including videos, newsletter articles and community events.

Mission Springs Water District – Assessment District, Desert Hot Springs, California. Implemented multiple successful assessment district outreach campaigns. Created “meeting-to-go” video, door hangers, bill inserts and surveys.

Helix Water District – Rates & COVID-19 Outreach, La Mesa, California.

Developed campaign framework elements including key messages, infographics and board talking points, provided media engagement strategies and campaign outreach plan, adjusting to current events with agility and alacrity.

SCV Water – Creation of a New Water Agency, Santa Clarita, California.

Developed and facilitated community outreach regarding a potential merger and eventual dissolution of four agencies, creating a new larger agency in the process. Tactics included a microsite, townhall meetings with individualized workstations, branded campaign and surveys. This led to a complete branding process, including a new logo, website, letterhead, etc.

Tara leads the staff at CV Strategies, where she guides the development and execution of communications and outreach campaigns for public agencies, nonprofits and corporations. She has served as the architect of multiple, complex outreach efforts that include enhanced website design, branding, strategic planning, water and wastewater rates outreach, video direction and communications training. Tara’s background in graphic design gives her a unique skill set and the ability to convey highly technical information in a visual format that provides added value to her work with clients. Since joining CV Strategies in 2010, Tara has proven herself as a skilled leader who helps clients successfully overcome their communications challenges.

ABA Stevie Award //
iEfficient
Water Conservation Website
PRSA Capella Award //
Elsinore Valley Municipal
Water District
Notice of Public Hearing
PRSA Capella Award //
iEfficient, Water
Conservation Campaign
CAPIO Award of
Distinction //
East Valley Water District
Transitioning to Budget
Based Rates
CAPIO Award of Merit //
Rowland Water District
Strategic Plan
CAPIO Award of
Distinction //
Elsinore Valley Municipal
Water District, Variable
Sewer Outreach Plan
8 TARA BRAVO MULALLY

SENIOR VICE PRESIDENT

EXHIBIT B

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Public Relations Society
of America, Inland Empire
Chapter //
Board Member, Secretary
2018-2020
California Newspaper
Publishers Association //
Better Newspapers Contest
First Place, Feature Story:
“Autism: The Struggle
Within”
Pulitzer Prize Nominee //
Coverage and special
projects:
“Reckoning With
Homelessness,” “Crisis
on Tap,” about California’s
water issues, and
“Breaking the Silence,”
about sexual assault.

California State University
Long Beach, California
Bachelor of Arts //
Journalism
University of California
Los Angeles
Undergraduate

PROJECT EXPERIENCE
With decades of journalism experience, Janet brings strong storytelling and editing skills to her work with public agency clients. Janet's ability to transform complicated, technical information into content that is relevant, readable, and compelling has been recognized nationally, with a Pulitzer Prize nomination for water reporting. Along with her wide-ranging media connections and story instincts, Janet is skilled at delivering information on multiple platforms, and creating engaging written content that empowers and influences diverse audiences. Janet’s all-encompassing experience helps her in crafting successful strategic planning for clients in a variety of industries.

SELECT AWARDS AFFILIATIONS EDUCATION
9 [email protected]

JANET ZIMMERMAN

DIRECTOR OF ACCOUNT MANAGEMENT
Basin Technical Advisory Committee – Led the 19-agency, $466,000 iEfficient conservation campaign that spanned two counties and was a model for regional cooperation among water agencies. The award-winning campaign included a mobile app to report water waste; earned media coverage; billboards; theater, print, radio and geotargeted digital ads; PSAs, sponsorships; collateral, giveaways, signage and activities for event booths; and original content such as kids’ activities and videos. In addition to a four-fold increase in social media followers, surveys throughout the 4-year campaign showed significant increases in awareness of the importance of conservation.

Solano Irrigation District – Managed crisis communications following the electrocution deaths of two teenagers in a district-owned canal. The situation required internal strategy discussions, immediate communications with staff, media relations, rumor control, on-camera and newspaper interviews and a press release once a settlement on a civil lawsuit in the case was reached.

City of Rancho Cucamonga – Created a strategic communications plan based on a robust audit of collateral and other communications, extensive interviews and a SWOT analysis with employees, City leaders, Board members and the community, ride alongs with code enforcement and other personnel. Also updated the City’s logo, developed a style guide and social media policy.

Hi-Desert Water District – Organized a ribbon cutting for the opening of the district’s first wastewater treatment plant, part of a multi-year effort to eliminate septic tanks. The project included a site visit, pricing for rentals and giveaways, printing photography, and day-of assistance.

Desert Healthcare District – Led a COVID-19 outreach campaign to educate and provide resources for the public and position the district as a trusted source of information. The campaign included a comprehensive microsite with hyperlinks to web resources, press relations, social media content, newsletters, radio and newspaper advertising, and a weekly video update and message from the district CEO.

Coachella Valley Water District – Managed customer communications for a 10-year, 44-mile pipeline replacement project in Sun City Palm Desert. The outreach campaign includes weekly construction team meetings, weekly e-blasts, newsletter ads, PowerPoint presentations, community meetings and signage.

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Adobe
Creative
Suite //
After Effects
Audition
Flash
Illustrator
InDesign
Photoshop
Premier Pro
Website
Design //

HTML/CCS
Wix/
Squarespace
Microsoft
Office //
Access
Excel
PowerPoint
Word
Art Institute of
California
Inland Empire, California
Bachelor of Science //
Graphic Design

PROJECT EXPERIENCE
With a deep understanding of the graphic design industry, Lynn combines professionalism and creativity to tap into her clients' visions and help them realize their goals. Working closely with various public agencies has helped Lynn develop an understanding of the intricacies of diverse communications techniques. With attention to detail and deadlines, Lynn's expertise flourishes in a communications environment.

A graduate of the Art Institute of California, Lynn is skilled in Photoshop, Illustrator, InDesign and After Effects, among others. Lynn understands the aesthetic value and care that must be put into print and web design to maximize business and customer satisfaction.

LYNN OLIVA

DIRECTOR OF CREATIVE SERVICES
PRSA Capella Award //
Elsinore Valley Municipal
Water District
Notice of Public Hearing
PRSA Polaris Award //
Elsinore Valley Municipal
Water District
Water Quality Report
CAPIO Award of
Excellence //
Elsinore Valley Municipal
Water District
Water Quality Report
CAPIO Best in Show //
Rowland Water District
Newsletter

TECHNOLOGY EDUCATION SELECT ACCOMPLISHMENTS
10 City of Banning – Designed logo and branded outreach materials for the “Inspire Banning” city beautification campaign; created new logo for revamp of city transit
system; designed outreach materials for several ballot
measures and designed materials for organics recycling
campaign.

Coachella Water Authority & Sanitary District – Led
visual rebranding effort for newly combined agencies,
including new logo, collateral and stylesheet, calendars that doubled as a consumer confidence report, and
conservation materials; also provided Spanish translation.

College of the Desert – Advanced the 2018 and 2019
annual reports with modern themed designs. Crafted
a marketing campaign look behind “Create Tomorrow”
to bridge the reflective Annual Report with the forward focused State of the College event.

Elsinore Valley Municipal Water District – Created
graphics and overall look for numerous projects, including the redesign of the district’s Integrated Resources Plan, supporting collateral and graphics, conservation website graphics, quarterly newsletters and bill inserts. Provides Spanish translation as needed.

City of Rancho Cucamonga – Designed a 106-page
strategic communications plan for the City that included a detailed brand style guide directing use of approved
colors, typography, logos and imagery. The guide helped employees deliver a consistent message to stakeholders
and the work led to an updating of the City’s logo design and colors.

Website Design – Designs web pages in close collaboration with project teams, creates infographics and iconography, provides photo editing services, and assists with layouts and assets for websites, such as wcwd.org, UnitedWater.org, and northcountytransportationcoalition.org
[email protected]

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Adobe
Creative
Suite //
Illustrator
InDesign
Photoshop
Website
Design //

HTML/CCS
MailChimp
Microsoft
Office //
Excel
PowerPoint
Word
Northeastern Illinois
University
Chicago, Illinois
Bachelor of Arts //
Graphic Design
Ball State University
Muncie, Indiana
Bachelor of Science //
Fashion Merchandising/
Marketing

PROJECT EXPERIENCE
With over fifteen years of experience and a wealth of print, digital and social media skills, Heather is a vital member of the CV Strategies team.

This Chicago native took her talents abroad, returning to the States after several years of living and learning in the United Kingdom. Heather's experience, along with her multidisciplinary approach and abilities, makes her a unique and valuable addition to the CV Strat crew. She upholds each client’s vision by generating creative ideas and refining design elements until an exceptional product is achieved. Having worked with a variety of brand types in both B2B and B2C verticals, Heather understands how to visually communicate each message tastefully and effectively with specific attention to the client’s needs and brand identity.

HEATHER ANDERSON

GRAPHIC DESIGNER

TECHNOLOGY EDUCATION
SAVE THE DATE!
SATURDAY, OCTOBER 22, 2022
Opening celebration for the Civil Rights Institute
of Inland Southern California
Doors open at 5 p.m. Program begins at 5:30 p.m.
3933 Mission Inn Avenue, Riverside
Keynote address by Dr. Tommie Smith, Olympian, civil rights activist and author Dr. Smith, whose raised fist became a symbol for racial justice during the 1968 Olympic games, will share his story and sign copies of his new graphic novel, “Victory. Stand! Raising My Fist for Justice.”
For details visit www.inlandcivilrights.org
Thank you to our sponsors:Partners:

A Special Invitation from
Erin Gilhuly
City of Indio – Created branded ads for numerous City
campaigns and events, including Second Saturdays,
Farmers Market and Day of the Dead, as well as City Hall directional and door signs, popup canopies and Coming
Soon banners for downtown.

Civil Rights Institute of Inland Southern California –
Designed all outreach materials for the grand opening
event, including the save-the-date, invitation, social media frames, flyers, digital ads, billboards, rack cards, board cards and eblasts. Successful outreach drew more than
1,000 people to the celebration.

California Club – Updated communications for this historic and exclusive social club in downtown Los Angeles. The
challenge included modernizing the look of all materials for members and prospective members while maintaining
a sense of sophistication and tradition. Branded materials ranged from a membership guide and wedding events
brochure to social media frames and a coffee table book about the club.

College of the Desert – Advanced the 2020 annual
report with modern themed designs. Crafted a marketing
campaign look behind “Create Tomorrow” to bridge the
reflective Annual Report with the forward focused State of the College event collateral and invites, harmonizing a look that allows the audience to look to the past while envisioning the future. Designed a number flyers, banners, catalogs, signage, maps, reports, billboards and other
collateral based on institutional brand guidelines.

Cal Domestic Water Company – Created the layout,
curated photography and designed the company’s 2021
Annual Report, as well as an in-depth salary survey report presented to the Board of Directors. Other work for this client includes design of shareholder outreach materials and the strategic plan.
11 [email protected]

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Project
Understanding
& Approach
12 EXHIBIT B

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13 PROJECT UNDERSTANDING
With a customer base of more than 333,000 residents, the Water Resources Division is responsible for hundreds of miles of water and sewer mains, maintaining water quality and ensuring a reliable supply. Additionally, it is important that the Division convey to the public the immense responsibility and value of its prime commodities: water, sanitary sewer service and an exceptional staff. All communications should reinforce Santa Ana’s position as a regional leader in water management and treatment, as well as the City’s commitment to using technology for the most efficient and cost-effective service. CV Strategies understands the need to convey this information through the Water Quality Report, in the Strategic Plan and through various communications platforms, including newsletter articles, opinion-editorials, brochures, fact sheets and more.

CV Strategies will use a proven, four-phase process based on research, planning, implementation and evaluation to create compelling communications materials and strategic planning documents that help the Division successfully tell its story. Our approach will focus on awareness, agility and measurable gains, creating goodwill among stakeholder groups by creating messaging that is firmly rooted in research and best management practices. The message is then delivered and evaluated for effectiveness, allowing us to pivot as necessary. By using this process, CV Strategies constructs communication that has impact across a wide range of stakeholder groups and outreach.

SPECIAL CONSIDERATION:

Given the City’s diverse demographics, special attention must be paid not just to translation of materials but also to ensuring all segments of the population are represented in photographs and videography and that content is culturally sensitive. CV Strategies is prepared and qualified to address these concerns based on our firm’s successful representation of numerous special districts and municipalities in ethnically diverse communities across Southern California.

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14 PROJECT UNDERSTANDING

RESEARCH
CV Strategies will leverage its experience
with Santa Ana’s Water Resources Division
for the research portion of our work. We will
utilize our in-depth knowledge of the area,
your customers and stakeholders, and our work history
on Division issues to provide important background and
contextual information for each outreach task. We will also gauge public impact and media perception by assessing
website and social media analytics, media coverage and
internal feedback. Utilizing this data will provide insight that allows us to better reach and engage stakeholders
and increase the return on your outreach investment.

PLANNING
Timing is everything if outreach is to be
successful, which is why our team prioritizes
scheduling and deadlines. Each assignment
will begin with a kick-off call or meeting to
define the project’s goals, objectives and audience,
and set deadlines for deliverables and staff review.

From there, CV Strategies will create a detailed timeline managed through the collaborative, online Monday.com
platform. This allows for deliverable-specific comment, content and design tracking, an important resource for
agency feedback and keeping everyone on the same
page. Throughout the process, we will keep agency
staff informed through regular phone calls, emails and
progress meetings as needed.

IMPLEMENTATION
CV Strategies’ unique, collaborative
approach to crafting outreach materials
yields results. Our award-winning creative
team includes strategists and writers,
graphic designers, web specialists and videographers
who can take each assignment and turn it into an effective messaging vehicle. We hold our own brainstorming
sessions to develop the right phrase, the right visuals and the right product, whether we are creating a billboard, an ad, a legally required document or a newsletter. Each
piece we produce includes the full measure of our skills to ensure effectiveness.

EVALUATION
Evaluation is a valuable tool that enables us
to assess the impact of outreach efforts and
will inform the work on future projects. Each
assignment will be evaluated for whether it
achieved the stated goals and objectives. For example:

How many people showed up to the meeting or event
that was advertised? What kind of feedback was
received in response to outreach? Did a social media
post generate a positive discussion and/or comments?
What did the analytics show? These are the measures
we will use to direct projects going forward, so we are able to land on the sweet spot of what content, visuals and tone are most effective. This process allows us
to identify what worked and fix what didn’t. The result will be a holistic approach to outreach that provides
measurable success every step of the way.

EXHIBIT B

City Council
22 –
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7/18/2023

Scope of Work
15 EXHIBIT B

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22 –
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SCOPE OF WORK
16 TASK 1
TASK 2

DEVELOP INTERACTIVE AND WEB-BASED

WATER QUALITY REPORTS
Meet with staff to determine format, content topics and deadlines, ensuring delivery date of final document to staf f by
June 1 of each year
Coordinate with the Executive Director of the Public Works Agency and Deputy Public W
orks Director/Water Resources
Manager to ensure their messages reflect the organization’s vision and priorities
Create a custom infographic that highlights accomplishments detailed in the annual report, such as AMI deployment, new wells and infrastructure upgrades
Research and write 12 staff-determined articles, including messages from leadership
Provide visual concepts for staff review
, including branded icons,
photography and infographics, and incorporate water quality data and tables
Translate content to Spanish and other languages as needed Update information on the Water Quality Report up to four times per year
Deliver document in PDF format for printing
Audit current strategic partnerships and provide suggestions to build, foster and leverage current and potential connections

DEVELOP

A MULTI-YEAR STRATEGIC PLAN
Leverage the strategic planning work our firm completed in 2022, which included three workshops with leadership and management team members, a T
OWS assessment, and
creation of the Division's mission, vision and values, as well as goals and objectives within key topic areas
Plan and facilitate an additional round of meetings to gather updates and fill any information gaps from the previous effort Create draft Strategic Plan that sets the Division’s course over the next three to five years and includes success metrics and implementation schedule
Finalize Strategic Plan based on client feedback

EXHIBIT B

City Council
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7/18/2023

SCOPE OF WORK
17 TASK 3

PROVIDE AUXILIARY COMMUNICATIONS SERVICES
Meet regularly with staff to determine needs, priorities and timeline, and provide updates to schedule of deliverables Provide copywriting and editing services, including scripts, talking points PowerPoint presentations, social media, press releases and collateral
Employ our extensive knowledge of the water industry to interpret trends and distill complex topics for council, staff and stakeholders
Design nameplates, looks and graphic elements for all collateral and campaign materials
Develop campaigns and annual events, with outreach
strategies, key messages, implementation plans and
recommendations for partnerships to increase promotions Facilitate translation of materials into Spanish and Vietnamese Create 24 direct mail pieces on topics such as water
conservation, capital projects and Proposition 218 notifications Write 12 articles related to operations of the water and wastewater systems
Cultivate relationships with members of the local and
regional media
Create a children’s activity booklet with original, branded, water-related worksheets and word searches
Design bus shelter ads, with four designs for each campaign Script and shoot video interviews and b-roll and produce videos for the website and social media

EXHIBIT B

City Council
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7/18/2023

18 Relevant
Experience &
References

EXHIBIT B

City Council
22 –
114
7/18/2023

RWD.org
2021 ANNUAL
REPORT
Water QualityWater Quality
Published June 2022
This report contains
important information
about your drinking
water. Translate it or
speak with someone
who understands it.

Este informe contiene
información muy
importante sobre su agua
de beber. Tradúzcalo ó
hable con alguien que
lo entienda bien.
此報告中包含有關您的
飲用水的重要資訊。您
可請求翻譯或與能夠讀
懂此報告的人交談。
해당 보고서에는 식수에
대한 중요한 정보가
포함되어 있습니다.
내용을 이해하는 사람이
번역하거나 혹은 그러한
사람과 의논해 주십시오.

Naglalaman ang ulat Naglalaman ang ulat
na ito ng mahalagang na ito ng mahalagang
impormasyon tungkol sa impormasyon tungkol sa
iyong inuming tubig. Isalin iyong inuming tubig. Isalin ito o makipag-usap sa isang ito o makipag-usap sa isang taong nakauunawa rito.taong nakauunawa rito.

Báo cáo này có các thông tin Báo cáo này có các thông tin quan trọng về nước uống của quan trọng về nước uống của quý vị. Hãy biên dịch báo quý vị. Hãy biên dịch báo
cáo hoặc thảo luận với người cáo hoặc thảo luận với người hiểu được báo cáo.hiểu được báo cáo.

KNOW YOUR WATER
Rowland Water District’s
yourwaterfootprint.org
Water Fun with Wendy, Wally
and Trevor the Turtle

ACTIVITY BOOK
WE’RE SO GLAD YOU’RE HERE!
Learning about water is an important job
and we’re depending on you to help us
with these activities. So grab your pencil
or markers and show us the way!

RELEVANT EXPERIENCE

ROWLAND WATER DISTRICT
3021 Fullerton Road, Rowland Heights, CA 91748
CONTACT Tom Coleman, General Manager
[email protected] | 562.697.1726
CV Strategies is the on-call communications arm for
Rowland Water District. In addition to providing guidance on strategic planning initiatives and legislative outreach, CV Strategies is tasked with updating, creating content and providing infographics for the District’s website
and social media accounts. Our firm also generates
Rowland’s newsletters, annual reports and other digital and print collateral as needed and produced a 6-minute
video celebrating the District’s history. Extensive rates assistance has included presentation materials for the
Board, FAQs, newsletters and bill inserts about rate
changes, and spokesperson training.
19 EXHIBIT B

City Council
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7/18/2023

RELEVANT EXPERIENCE

GLENN-COLUSA IRRIGATION DISTRICT

GLENN-COLUSA IRRIGATION DISTRICT
344 East Laurel Street, Willows, CA 95988
CONTACT Thad Bettner, General Manager
[email protected] | 530.934.8881
Working with staff, CV Strategies developed a long-term communications strategy for the District, which struggled with lack of branding, delays in disseminating important information to stakeholders, and a website that did not reflect current operations or accurately portray GCID’s important position in the region. We began by assembling a comprehensive communications framework that
included design of a new logo and branded elements, key message development, a website overhaul, and tactics
for increasing engagement with employees, landowners,
water users, lawmakers and regulatory agencies. As we
continue to flesh out the remaining components of the
Strategic Communications Plan, the changes have been
well-received by the Board, staff and community.

UNITED WATER CONSERVATION DISTRICT
1701 North Lombard Street, Suite 200, Oxnard, CA 93030
CONTACT Mauricio Guardado, General Manager
[email protected]
805.525.4431
CV Strategies organized and promoted the District’s
Sustainability Summits in 2020, 2021 and 2022. The
innovative conference is designed to identify collaborative solutions to regional water supply challenges. We secured panel participation by State Water Resources Control
Board member Dorene D’Adamo and local decision
makers. Our team also redesigned the District’s website to create a more modern and accessible portal for public information, with revised content, graphics and movement.

CV Strategies is closely involved in other aspects of
outreach and communications for the District, including strategic consultation, legislative support, collateral development and design, social media, factsheets,
presentations and more.

COLOR OPTIONS

FONT SELECTIONS
STYLE-SHEET 2021

GLENN-COLUSA IRRIGATION DISTRICT

LOGO FILE TYPES

EXAMPLE
HEADER
Sub-header
MAIN FONT /parenleft.casePRINT/parenright.case
HEADING/slash.caseBODY /endash.case SERAVEK

ABCDEFGHIJKLMNOPQRSTUVWXYZ
abcdefghijklmnopqrstuvwxyz • 1234567890
HEADINGS /endash.case TAHOMA
SUBSTITUTE FONT /parenleft.caseDIGITAL/parenright.caseABCDEFGHIJKLMNOPQRSTUVWXYZ abcdefghijklmnopqrstuvwxyz • 1234567890
BODY TEXT /endash.case TREBUCHET

ABCDEFGHIJKLMNOPQRSTUVWXYZ
abcdefghijklmnopqrstuvwxyz • 1234567890
Lorem ipsum dolor sit amet, consectetuer
adipiscing elit, sed diam. Lorem ipsum dolor
sit amet, consectetuer adipiscing elit, sed
diam Lorem ipsum, consectetuer.

PRIMARY (LOGO COLORS)

GLENN-COLUSA IRRIGATION DISTRICT

PRIMARY LOGO (HORIZONTAL)

SECONDARY
LOGO
(VERTICAL)

EMBROIDERY/GIVEAWAYS LOGOS
HOW TO USE: Primary and secondary logos can be used interchangeably. When the secondary logo is in use, the District name must be featured in the same document.

It is recommended to use the grayscale logo for one-color scanning/faxing and color restraints.

For contrast on dark backgrounds, use the logo with white text. Both grayscale and white logos are provided in the logo pack ﬁles.

MAINTAIN a clear space* around the logo to
preserve its integrity and visual clarity.

NEVER allow typography or imagery to break
into the logo’s clear space.

All components (symbol and wordmark)
should ALWAYS appear together.

HOW TO USE: Primary colors have been selected to complement the logo and should be used for all base elements. White space should be utilized generously on all design, along with the use of dark blue and green for section backgrounds.

Color speciﬁcations are available for printed materials in CMYK, digital graphics in RGB, and Hex codes for website design. Refer to the color palette above, to ensure consistency with every use. Do not use colors from ﬁles that have been automatically converted into diﬀerent color modes, as they may not always be correct. Percentages, tints and shades from the selected color palettes are okay to use on all mediums.

Dark Blue [PANTONE P 108-8 C]
CMYK – 100,52,0,50
RGB – 0,63,112
Hex – 003F70
GCID Blue [PANTONE P 110-16 C]
CMYK – 100,35,0,36
RGB – 0,92,144
Hex – 005C90
Sky Blue [PANTONE P 115-5 C]
CMYK – 51,0,0,0
RGB – 106,207,246
Hex – 6ACFF6
Green [PANTONE P 151-15 C]
CMYK – 64,0,90,13
RGB – 87,168,76
Hex – 57A84C

SECONDARY (COMPLEMENTARY)
Light Blue [P 115-5 C 40%]
CMYK – 50,3,0,0
RGB – 113,201,241
Hex – 71C9F1
Teal [PANTONE 7716 UP]
CMYK – 78,0,42,0
RGB – 0,183,170
Hex – 00B7AA
The shape, layout, and proportion of the logo must
NEVER be modiﬁed, stretched, or recreated with
standard fonts or shapes.

DO NOT translate the logotype into another language.

Always MAXIMIZE the contrast of the logo against the
background color to maintain legibility.
*Clear space - refers to
empty areas between
the logo and any
graphic elements
within a design.

STANDARD RULES:






Glenn-Colusa Irrigation District

STRATEGIC

COMMUNICATIONS PLAN
Glenn-Colusa Irrigation District

STRATEGIC

COMMUNICATIONS PLAN
OCTOBER 2021
explorelakepiru.com
Your gateway to the great outdoorsYour gateway to the great outdoors Escape from city life to Lake Piru, where you can find everything you need for a one-day adventure or an extended camping vacation.

Lake Piru Recreation Area is tucked away in the lush Los Padres National Forest, just an hour’s drive from Los Angeles. Our sparkling blue waters are ideal for fishing, boating and water sports, or you can relax at our lakeside picnic area with a playground, horseshoes, disc golf and more.

Your happy placeYour happy place
20 EXHIBIT B

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21 MISSION SPRINGS WATER DISTRICT
66575 2nd St, Desert Hot Springs, CA 92240
CONTACT Marion Champion,
Government and Public Affairs Manager
[email protected]
760.329.6448 x145
CV Strategies has advanced the Mission Springs
Water District narrative for nearly a decade. Working in collaboration with the Public Information Department, we have crafted a five-year Strategic Communications Plan, as well as developed multiple campaigns on the value
of water, conservation, assessment districts, wastewater treatment facility projects and meter replacements. We
offer communications counsel in times of crisis and have deftly helped the District navigate through critical periods of community concern.

Need help paying your bill? You may qualify for assistance through the following programs:

Behind on your water bills?
MSWD is here for you!
66575 Second Street, Desert Hot Springs, CA 92240 | 760.329.6448 | www.MSWD.org

BILL PAY OPTIONS
MSWD has partnered with United Way of the Desert to offer a $100 credit once in a 12-month period for past due water bills, while funds are available. Visit www.MSWD.org or call 760.329.6448 for details.

MSWD customers can apply to this Riverside County program for assistance with utility bills when funding is available. Visit www.capriverside.org/Cares for more information.

The COVID-19 Community Response and Recovery Fund offers up to $500 for people impacted by COVID-19, as funds allow. Visit www.unitedwayofthedesert.org or call 760.323.2731 for details.

This program provides rental assistance to help keep families in their homes, as well as utility bill help.

Visit www.unitedlift.org for details. When applying, scroll through the dropdown menu to /f_ind your city.

MSWD is ready to help! For further assistance, visit www.MSWD.org or call 760.329.6448 for additional emergency resources.

BY PHONE
(760) 329-6448

BY MAIL
66575 Second Street
Desert Hot Springs, CA 92240
ONLINE
MSWD.org/Paperless

IN PERSON
Drop off
OTHER OPTIONS: PayNearMe

YOUR BANK'S

E-PAY PROGRAM
Make cash payments through the
7-Eleven "Pay Near Me" program
ONLINE – MSWD.org/Paperless
BY MAIL – Send to:

MSWD, 66575 Second Street,
Desert Hot Springs, CA 92240
BY PHONE – (760) 329-6448
POLICY NOTICE for delinquent accounts
Mission Springs Water District is
providing this notice to help
customers with overdue accounts
avoid the transfer of the outstanding
balance to their property tax bill.

The policy applies to accounts with
unpaid water and service charges
greater than $5 that are past due for
60 days or more starting June 30,
2021. Under California Water Code
Section 31701.5, the delinquency then
becomes a lien against the property.

To avoid transfer of the balance, the following payment options are available:

POLICY NOTICE for delinquent accounts
PayNearMe
IN PERSON – Place checks in the
Night Drop at the MSWD of/f_ice
OTHER OPTIONS:

YOUR BANK'S

E-PAY PROGRAM
To arrange a payment plan or need bill assistance, please contact MSWD’s Customer Service team at (760) 329-6448. More information is also available at MSWD.org.

RELEVANT EXPERIENCE
21 EXHIBIT B

City Council
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Monday — Thursday, 8 a.m. to 5 p.m.
(Closed on Friday)
Phone: (951) 845-9581
Email: [email protected]
Online: bcvwd.org

HOURS & CONTACT

BOARD OF DIRECTORS
Daniel Slawson, President Division 3
Lona Williams, Vice President Division 2
David Hoffman, Treasurer Division 5
Andy Ramirez, Secretary Division 1
John Covington, Member Division 4
Board meetings are open to the public and take place
the 2nd Wednesday and 4th Thursday of each month.

Find agendas and participation instructions 72 hours in advance of each meeting online at bcvwd.org.

Beaumont-Cherry Valley Water District
560 Magnolia Avenue, Beaumont, CA 92223
Facebook: facebook.com/bcvwd
Twitter: twitter.com/bcvwd92223
Email: Sign up to receive email notifications at
bcvwd.org/email-notifications
STAY UP TO DATE WITH BCVWD!
For more information or questions regarding the 2020 Water Quality Report, please contact Assistant Director of Operations James Bean at 951-845-9581 or [email protected].

Cool ways to conserve
this fallWater conservation is vital now more than ever as the state enters what could potentially be years of drought.

Here are some easy ways to save as the weather cools
off this fall and winter season:

When doing laundry, match the water level to the
size of the load. Or, run only full loads.

Plug the bathtub before turning on the water,
then adjust the temperature as the tub fills. Keep
showers to 5 minutes or less.

Check for leaks inside and outside your home.

Read our conservation guide for tips on how to
stop the drips, available at https://bit.ly/3bJxkXg.

Plant new plants in the fall, when temperatures
are cooler and water needs are lower. Use native
landscaping to further reduce water use.

Winter lawns need less water! Water only once
every five days.

Find more conservation tips at
bcvwd.org/water-conservation-tips.
‘Great Place to Work’ award
highlights team dedication to service
District named one of the best places to work in the country BCVWD is honored and excited to be named a 2021 ‘Great Place to Work,” based on a workplace culture survey of our team members. The accomplishment is even more coveted this year, after employees were asked to pivot operations and faced unprecedented challenges during the COVID-19 pandemic.
“We strive to make BCVWD an environment
where employees want to come to work
every day,” said President Daniel Slawson,
on behalf of the Board of Directors. “Building
a strong, happy and resilient team is
important for our internal work environment
and is a benefit to our customers. Satisfied
employees mean a dedicated team, which
translates directly into high quality service.”
According to the survey by Great Place to Work, employees said they are given a lot of responsibility, feel a sense of pride in what they accomplish, and find management is approachable and easy to talk with. The District was recognized for its work environment and culture, including a high level of trust and sound leadership.

LEARN MORE about what makes BCVWD a ‘Great Place to Work’ at https://bit.ly/3EFnsKC.

Interested in joining our team?
Visit governmentjobs.com/careers/bcvwd.

EDITION #4 – NOVEMBER 2021
Water reliability for customers remains focus
amid extreme drought
With extreme drought conditions plaguing California, Beaumont-Cherry Valley Water District (BCVWD) has taken steps to ensure a safe, reliable water supply for customers – during drought and in the event of other emergencies.

Customers can rest assured their water delivery will remain uninterrupted, even if water reduction and conservation measures are implemented. BCVWD has the advantage of large water storage capacity in the Beaumont Basin and strategically purchases imported water in preparation for water shortage situations. The District currently has 39,750 acre-feet in storage. “Over the years, BCVWD has tactically invested in projects that expand and diversify our water resources and ensure reliability,” said Vice President Lona Williams, on behalf of the Board of Directors. “Taking these steps and continuing to plan for the future is vital to ensuring a dependable supply for our customers and our region.”
BCVWD’s Water Shortage Contingency Plan (WSCP) outlines six stages of emergency measures in the event of a water shortage or sudden disruption to the water supply. The levels, which are designed to build upon each other, include water reductions and additional conservation measures. The first stage would be implemented in the event of up to a 10 percent reduction in normal long-term water supply availability and a forecast of lower imported water resources over two years.

Learn more about the WSCP and the Urban Water Management Plan (UWMP) at https://bit.ly/2ZRAvKs

BOARD OF DIRECTORS
Daniel Slawson, President, Division 3
Lona Williams, Vice President, Division 2
David Hoffman, Treasurer, Division 5
Andy Ramirez, Secretary, Division 1
John Covington, Director, Division 4
Board meetings are open to the public
and take place the 2nd Wednesday and
4th Thursday of each month.

Facebook: facebook.com/bcvwd
T witter: twitter.com/bcvwd92223
Email: Sign up to receive email
notifications at bcvwd.
org/email-notifications

STAY UP TO DATE

WITH BCVWD
Beaumont-Cherry Valley Water District
(951) 845-9581 | BCVWD.ORG
560 Magnolia Avenue, Beaumont, CA 92223

BEAUMONT-CHERRY VALLEY WATER DISTRICT
560 Magnolia Avenue, Beaumont, CA 92223
CONTACT Dr. Kirene M. Bargas,
Director of Finance and Administration
[email protected]
951.845.9581 ext. 224
CV Strategies helped the Beaumont-Cherry Valley Water
District develop an outreach and communications program to improve contact with customers and provide information about programs, services, initiatives, events and important news.

The original project started with creation of a special logo and materials to mark the District’s 100th anniversary and quickly expanded from there. CV Strategies helped the District craft a social media presence populated by regular and engaging posts, and develops branded collateral and messaging for newsletters, web updates, templates, a customer welcome packet, press releases, content, infographics, a Consumer Confidence Report and breaking news updates.
22 RELEVANT EXPERIENCE

EXHIBIT B

City Council
22 –
118
7/18/2023

23 CITY OF SANTA ANA
RFP NO.: 23-014

CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES

City of Santa Ana RFP 23-014
Consumer Confidence Report (CCR) and Auxiliary Services

Page 19 ends

APPENDIX
ATTACHMENT 3: PROPOSER’S REFERENCES

List and describe fully the contracts performed by your firm which demonstrate your ability to provide the supplies, equipment or services included in the scope of the proposal specifications. Attach additional pages if required. The City reserves the right to contact each of the references listed for additional information regarding your firm's qualifications.

Reference

Customer Name:___________________________ Contact Individual: ____________________________

Address: _________________________________ Phone Number: ______________________________

________________________________ Email: _____________________________________

Contract Amount: __________________________ Year: ______________________________________

Description of supplies, equipment, or services provided:

Reference

Customer Name:___________________________ Contact Individual: ____________________________

Address: _________________________________ Phone Number: ______________________________

________________________________ Email: _____________________________________

Contract Amount: __________________________ Year: ______________________________________

Description of supplies, equipment, or services provided:

Reference

Customer Name:___________________________ Contact Individual: ____________________________

Address: _________________________________ Phone Number: ______________________________

________________________________ Email: _____________________________________

Contract Amount: __________________________ Year: ______________________________________

Description of supplies, equipment, or services provided:

Tom Coleman, General Manager
562.697.1726
[email protected]
1/1/2011
Rowland Water District
3021 Fullerton Road
Rowland Heights, CA 91748
$105,000/year (average)
Provide on-call communications, guidance on strategic planning and outreach, update and create content and infographics for website and social media, design marketing collateral, produce videos, rates assistance, presentation materials for the Board, FAQs, newsletters and bill inserts.

Thad Bettner, General Manager
530.934.8881
[email protected]
9/1/2021
344 East Laurel Street
Willows, CA 95988
$120,000/year
Developed a long-term communications strategy. Assembled a communications framework including logo design, branded elements, key message development, a website overhaul, and tactics for increasing engagement with employees, landowners, water users, lawmakers and regulatory agencies.

Glenn-Colusa Irrigation District
United Water
Conservation District Mauricio Guardado, General Manager 805.525.4431
[email protected]
5/1/2020
1701 North Lombard St., Suite 200
Oxnard, CA 93030
$90,000/year
Organized and promoted the District’s Sustainability Summits in 2020, 2021 and 2022. Redesigned the District’s website. Closely involved in strategic consultation, legislative support, collateral development and design, social media, factsheets, presentations and more.

EXHIBIT B

City Council
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7/18/2023

CITY OF SANTA ANA
RFP NO.: 23-014

CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES

City of Santa Ana RFP 23-014
Consumer Confidence Report (CCR) and Auxiliary Services

Page 20 ends

Reference

Customer Name:___________________________ Contact Individual: ____________________________

Address: _________________________________ Phone Number: ______________________________

________________________________ Email: _____________________________________

Contract Amount: __________________________ Year: ______________________________________

Description of supplies, equipment, or services provided:

THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL.

PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE.

24 Marion Champion,
Government and Public Affairs Manager
760.329.6448 x145
[email protected]
7/1/2022
Mission Springs Water District
66575 2nd Street
Desert Hot Springs, CA 92240
$78,000/year
Crafted a five-year Strategic Communications Plan, developed multiple campaigns on the value of water, conservation, assessment districts, wastewater treatment facility projects and meter replacements, offered communications counsel in times of crisis.

EXHIBIT B

City Council
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7/18/2023

Appendix
25 EXHIBIT B

City Council
22 –
121
7/18/2023

PARTIAL CLIENT LIST
26 SPECIAL DISTRICTS
• Beaumont-Cherry Valley W
ater
District
• Bellflower-Somerset Mutual Water
Company
•
Byron-Bethany Irrigation District
• Casitas Water District
• Castro Valley Sanitary District
• Chino Basin Water Conservation
District
•
Coachella Valley W
ater District
• Coachella Water
Authority &
Sanitary District
• Crescenta Valley W
ater District
• Cucamonga Valley W
ater District
• Diablo Water District
• Eastern Municipal Water District
• East Valley W
ater District
• Elsinore Valley Municipal W
ater
District
• Glenn-Colusa Irrigation District
• Helix Water District
• Hidden Valley Lake Community
Services District
• Hi-Desert Water District
• Indio W
ater Authority
• Jurupa Community Services
District
•
Lakeside Fire Protection District
• Mesa Water District
• Mission Springs Water District
• Moulton Niguel Water District
• Municipal Water District of
Orange County
•
Myoma Dunes Water Company
• Orange County Water District
• Palmdale Water District
• Palmdale Recycled Water
Authority
•
Pico Water District
• Puente Basin Water
Agency
• Rancho California Water District
• Rowland Water District
• San Bernardino Municipal Water
Department
•
San Bernardino Valley Municipal
W
ater District
• San Gabriel County Water District
• San Gabriel Valley Municipal
W
ater District
• San Gorgonio Pass Water
Agency
• SCV Water
• Solano Irrigation District
• Turlock Irrigation District
• United Water Conservation District
• Valley County W
ater District
• Valley of the Moon W
ater District
• Valley Sanitary District
• Walnut V
alley Water District
• West County W
astewater District
• Western Municipal W
ater District
• Zone 7 Water
Agency/Alameda
County

MUNICIPALITIES
•
City of Banning
• City of Beaumont
• City of Chino
• City of Chino Hills
• City of Coachella
• City of Corona
• City of Desert Hot Springs
• City of Eastvale
• City of Eureka
• City of Indio
• City of La Quinta
• City of Menifee
• City of Ontario
• City of Oxnard
• City of Palm Desert
• City of Palm Springs
• City of Rancho Cucamonga
• City of Rialto
• City of San Carlos
• City of San Diego
• City of Santa Ana
• City of T
ustin
• City of Vallejo

ASSOCIA

TIONS &

GOVERNMENTAL AGENCIES
•
Association of California Water
Agencies
•

ACWA/JPIA
- Association of
California Water Agencies Joint
Powers Insurance Authority
•
American Water W
orks
Association CA-NV
• CALAFCO - California Association
of Local
Agency Formation
Commissions
• California Dates Commission
• CalMutuals -
California Association
of Mutual Water Companies
• Chino Basin Watermaster
• Coachella Valley Regional W
ater
Management Group – CV Water
Counts
•
CSDA - California Special
Districts Association
•
CUEMA - California Utility
Executive Management
Association
•
Main San Gabriel Basin
Watermaster
•
Orange County LAFCO
• Rivers and Lands Conservancy
• Riverside County Department of
Public Social Services
•
Salton Sea Action Committee
• San Gabriel Basin Water
Quality Authority
•
San Gabriel Valley W
ater
Association
• Santa Ana W
atershed Project
Authority
• SCVGSA - Santa Clarita V
alley
Groundwater Sustainability
Agency

HEALTHCARE/MEDICAL
•
Arrowhead Regional Medical
Center
•
Desert Regional Medical Center
• Desert Healthcare District
• Desert Oasis Health Care
• Heritage Victor V
alley Heath Care
• Hi-Desert Medical Center

ATTRACTIONS/T

OURISM/RETAIL
• Augustine Casino
• Big Rock Pub
• City of Indian Wells –
The Vue
• El Paseo Jewelers
• El Paseo Shopping District
• Fashion Island
• Mitch’s on El Paseo
• Palm Desert Aquatic Center
• Palm Springs Art Museum
• Spotlight 29 Casino
• The Living Desert
• Westin Mission Hills
• Westminster Mall
EDUCA
TION
• College of the Desert
• College of the Desert Alumni
Association
•
College of the Desert Foundation
• Inland Empire/Desert
Regional Consortium
•
Norco Community College
• San Bernardino County
Superintendent of Schools
•
San Diego Miramar College
Below is
a brief list of pertinent agencies and cities for which CV Strategies has developed websites, outreach or messaging campaigns.

EXHIBIT B

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Additional Information
27 Strategic Counsel – CV Strategies
provides valuable insight on operations,
communications and government relations.

This high-level support will help guide
outreach and stakeholder-relations efforts.

Legislative Support
– W
e know local
and regional players. Working with staff
to prepare legislative documents and
research relevant policy will help create
an atmosphere for successful policy
development and implementation.

Media Relations – Staff members at CV
Strategies have years of experience in
newsrooms and with print media, as well
as close relationships with local journalists.

We understand how to develop press
releases and media alerts that will stand
above the rest and achieve results.

Collateral Development – CV Strategies
sees the value in creating compelling,
engaging pieces that connect with
customers. Our expertise yields a
professional product guided by the agency’s
communications strategy and vision.

Design Services – From web to
advertisements to document design, CV
Strategies’ in-house design team turns
copy into dramatic visual storytelling.

Community Meetings – CV Strategies
provides event support to increase
community engagement and
customer attendance.

Photography and Video Services – Given
the importance of visual communication,
CV Strategies staffs both a photographer
and videographer to create and enhance
images and video content that complement
compelling written content to tell a
complete story.

Training – Focused sessions help staff and
elected officials hone in on skills that are
foundational for agency communication
efforts. We build employee confidence and
competence through training that includes
role-play, practice, and guide materials for
ongoing support.

Surveys and Analysis – CV Strategies’
pollsters will design and conduct large-
scale surveys designed to gauge the
interest, knowledge and satisfaction
among customers and stakeholders.

The information is reviewed and
analyzed to identify trends and develop
outreach recommendations.

Translation – Our skilled translator on
staff can quickly transform written content
into Spanish, or assist with community
meetings by providing on-the-fly translation
services.

OPTIONAL SERVICES OFFERED

EXHIBIT B

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1 TB SSD Card
24-105 Canon Lens
Angler Softbox
Black Large T
ripod
Black Magic Pocket Cinema
4K Camera
Black Sandbags
Brinno Portable Camera
Brinno T
ime 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
28 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 TV-quality 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:

EXHIBIT B

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Attachments
29 EXHIBIT B

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CITY OF SANTA ANA
RFP NO.: 23-014

CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES

City of Santa Ana RFP 23-014
Consumer Confidence Report (CCR) and Auxiliary Services

Page 31 ends

APPENDIX
ATTACHMENT 5: CERTIFICATIONS

EXHIBIT B

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EXHIBIT B

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CITY OF SANTA ANA
RFP NO.: 23-014

CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES City of Santa Ana RFP 23-026
Consumer Confidence Report (CCR) and Auxiliary Services

Page 33 ends

Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure.

Signed:

Title:

Firm:

Date:

President
CV Strategies
4/25/2023

EXHIBIT B

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CITY OF SANTA ANA
RFP NO.: 23-014

CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES City of Santa Ana RFP 23-026
Consumer Confidence Report (CCR) and Auxiliary Services

Page 34 ends

NON-DISCRIMINATION CERTIFICATION
The undersigned consultant or corporate officer, during the performance of this contract, certifies as follows:

4. The Consultant shall comply with all provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of th e Secretary of Labor.

EXHIBIT B

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CITY OF SANTA ANA
RFP NO.: 23-014

CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES City of Santa Ana RFP 23-026
Consumer Confidence Report (CCR) and Auxiliary Services

Page 35 ends

Signed:

Title:

Firm:

Date:

President
CV Strategies
4/25/2023

EXHIBIT B

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EXHIBIT C

COMPENSATION
Consultant’s Fee Proposal including hourly rates if applicable

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131
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SUBMITTED FRIDAY, MAY 12, 2023, BY:

Erin La Combe
President, CEO & Founder, CV Strategies
[email protected] | 760.641.0739
Los Angeles • Palm Desert • Sacramento
CVSTRATEGIES.COM

COST PROPOSAL

CITY OF SANTA ANA

PUBLIC WORKS AGENCY
Consumer Confidence Report (CCR)
and Auxiliary Services
RFP 23-014

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RATES FOR COMMUNICATIONS SERVICES
» President – $240/hour
» V
ice-President – $225/hour
» Account Manager/Specialist – $185/hour
» Graphic Design/V ideo/Photography – $165/hour
» T
ranslator – $125/hour
» Support Staff – $100/hour
TASKS
Fee Item #1: Interactive and web based CCR Lump Sum
(per calendar year) $9,020
Interactive and web based CCR Total: $36,080
Fee Item #2: Strategic Plan Lump Sum $8,750
Strategic Plan Total: $8,750
Auxiliary Services (See rate chart below)
* Costs based on hourly rates provided below.
2 PROJECT & FEE SCHEDULE

CONTRACT TERMS & CONDITIONS
CV Strategies is prepared to begin work on this project beginning immediately. Either party may end this agreement by providing written notice to the other party. In the event of termination, CV Strategies shall be paid for all hours and expenses accrued up to the date of termination. CV Strategies will notify City of Santa Ana as we are approaching the estimated cost above. Our firm owns and maintains all of its own equipment and supplies are included in the cost so there would be no additional charge to the client.

Optional services or any variability in services rendered by CV Strategies will be billed to the client based on the hourly rate for communications services and will be agreed to by providing a signed written notice. Hard costs incurred by CV Strategies will be billed to the client with a nominal service charge of 10% (not to exceed $250 per item). This includes all anticipated hard costs such as printing, mailing, photography, video, advertising, etc.

Required travel mileage will be billed at the published IRS rate. Travel time is billed at half time.

All services and hard costs will be billed monthly. Invoices should be paid in full upon receipt.

EXHIBIT C

City Council
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133
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CITY OF SANTA ANA
RFP NO.: 23-014

CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES City of Santa Ana RFP 23-014
Consumer Confidence Report (CCR) and Auxiliary Services

Page 17 ends

APPENDIX
ATTACHMENT 2: FEE PROPOSAL
Certification - I certify that I have read, understand and agree to the terms and conditions of this Request for Proposal. I have examined the ATTACHMENT 1: SCOPE OF WORK. I am familiar with all the existing conditions and limitation that may impact work requests. I understand and agree that I am responsible for reporting any errors, omissions or discrepancies to the City for clarification prior to the submission of my proposal.

CCR: Proposal Item Price –Lump Sum Fee (Per Year) must be inclusive of all costs, including, but not limited to, direct and indirect costs for labor, overhead, incidental supplies, travel, mileage, and fuel to produce the annual Water Quality Consumer Confidence Report.

Proposer shall submit hourly rates schedule, which shall include but not limited to, direct and indirect costs for labor, for staff per job classification, material, equipment rates, overhead, incidental supplies, travel, mileage, and fuel. Any special materials purchased by the consultant only after discussed and authorized by the City projects manager or designee in writing Prior to comm encement of auxiliary services, Consultant shall provide separate quotes, upon request by the City, which shall be approved by the City’s Public Works Water Resources Division.

TO: CITY COUNCIL OF THE CITY OF SANTA ANA
FROM:

Item # Bid Item Unit Quantity Amount
Consumer Confidence Report (CCR)

1. Consumer Confidence Report 1
Lump Sum
(Per
Calendar
Year)
$______________
Consumer Confidence Report Total: $______________
9,020
36,080

CV STRATEGIES

EXHIBIT C

City Council
22 –
134
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CITY OF SANTA ANA
RFP NO.: 23-014

CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES City of Santa Ana RFP 23-014
Consumer Confidence Report (CCR) and Auxiliary Services

Page 18 ends

Strategic Plan

2. Strategic Plan 1 Lump Sum $______________
Strategic Plan Total: $______________
BIDDER INFORMATION:

Legal Company Name: ______________________________________________________ Business address: _________________________________________________________ Phone Number: ___________________________________________________________ Email Address: ____________________________________________________________ Authorized Signature: _______________________________________________________ Name: ___________________________________________________________________ Title:______________________________________________________________________ 8,750
8,750
CV Strategies
73700 Dinah Shore Drive, Ste 402 Palm Desert, CA 92211
760-776-1766
[email protected]
Erin LaCombe
President

EXHIBIT C

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Page 1 of 9 ends

CONSULTANT AGREEMENT BETWEEN THE CITY OF SANTA ANA AND

STRAIGHTLINE COMMUNICATIONS LLC FOR PREPARATION OF CONSUMER

CONFIDENCE REPORTS AND AUXILIARY SERVICES ON AN ON-CALL BASIS THIS AGREEMENT is made and entered into on this 18th day of July , 2023 by and between Straightline Communications LLC (“Consultant”), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California (“City”).

B. C
onsultant submitted a responsive proposal that was among those selected by the C ity.

Consultant represents that it is able and willing to provide such services described in the scope of work that was included in the RFP No. 23-014.

NO
W THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows:

1. S

2. CO

MPENSATION
a. C
ity neither warrants nor guarantees any minimum or m aximum compensation to Consultant under this Agreement. Consultant shall be paid only for actual services EXHIBIT 3

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performed under this Agreement at the rates and charges identified in Consultant’s Fee Proposal, which is attached hereto and fully incorporated here in by this reference as “Compensation - Exhibit C”. Consultant is one of three (3 ) separate consultants selected to provide services on an on- call basis under RF P No. 23-014. The total compensation for services provided by all consultants selected under RFP No. 23-014 shall not exceed the shared aggregate amount of $900,000.00 during the term of this Agreement, including any extension periods, as set forth in Section 3, below. b. Payment by City shall be made within forty-five (45) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City.

3. TER
M
T
his Agreement shall commence on July 18, 2023 and end on July 17, 2026 for an initial three-year term, with the option for the City to grant one (1), two-year extension exercisable by a writing by the City Manager and the City Attorney, unless terminated earli er in accordance with Section 15, below.

4. I

NDEPENDENT CONTRACTOR
C
onsultant shall, during the entire term of this Agreement, be construed to be an independent contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer -employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in whi ch Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes.

5. O

WNERSHIP OF MATERIALS
T
his Agreement creates a n on-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement (“Documents & Data”). Consultant shall require all subconsultants to agree in writing that City is granted a non -exclusive and perpetual license for any Documents & Data the sub consultant prepares under this Agreement.

Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City’s sole risk.

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6. I

NSURANCE
C
onsultant shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder and the results of that work by the Consultant, its agents, representatives, employees or subconsultants.
a. C
onsultant shall not commence work for the City until it has provided evidence satisfactory to the City that it has secured all insurance required under this Section. In addition, Consultant shall not allow any subconsultant to commence work on any subcontract until it has secured all insurance required under this Section. b. I
nsurance coverage shall be at least as broad as:
(i
) Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an “occurrence” basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $ 1,000,000.00 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit.
(ii) Workers’ Compensation insurance as required by the State of California, with Statutory Limits, and Employer’s Liability Insurance with limit of no less than $1,000,000.00 per accident for bodily injury or disease. (iii)Professional Liability (Errors and Omissions) Insurance appropriates to the Consultant’s profession, with limit no less than $1,000,000.00 per occurrence or claim, $2,000,000.00 aggregate.
(iv) If the Consultant maintains broader coverage and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City.
c. Other Insurance Provisions. The insurance policies are to contain, or be endorsed to contain, the following provisions:
(i) Additional Insured Status. The City, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Consultant including materials, parts, or equipment furnished in connection with such work or operations. General liability coverage can be provided in the form of an endorsement to the Consultant’s insurance (at least

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as broad as ISO Form CG 20 10 11 85 or both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 forms if later revisions used). (ii) Primary Coverage. For any claims related to this contract, the Consultant’s insurance coverage shall be primary insurance primary coverage at least as broad as ISO CG 20 01 04 13 as respects the City, its officers, officials, employees, and volunteers. Any insurance or self -insurance maintained by the City, its officers, officials, employees, or volunteers shall be excess of the Consultant’s insurance and shall not contribute with it. (iii)Notice of Cancellation. Each insurance policy required above shall state that coverage shall not be canceled, except with notice to the City. (iv) Waiver of Subrogation. Consultant hereby grants to City a waiver of any right to subrogation which any insurer of said Consultant may acquire against the City by virtue of the payment of any loss under such insurance. Consultant agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer. (v) Self-Insured Retentions. Self -insured retentions must be declared to and approved by the City. The City may require the Consultant to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention.

The policy language shall provide, or be endorsed to provide, that the self - insured retention may be satisfied by either the named insured or City. (vi) Acceptability of Insurers. Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M. Best’s rating of no less than A: VII, unless otherwise acceptable to the City.
(vii) Verification of Coverage. Consultant shall furnish the City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage required by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements to City before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant’s obligation to provide them. The City reserves the right to requi re complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. (viii) Subcontractors. Consultant shall require and verify that all subcontractors maintain insurance meeting all the requir ements stated herein, and Consultant shall ensure that City is an additional insured on insurance required from subcontractors.

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7. I NDEMNIFICATION
Co
nsultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, consultants, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may aris e from the negligent operations of the Consultant , its subconsultants , agents, employees, or other persons acting on its behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Consultant’s services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant.

8. IN

TELLECTUAL PROPERTY INDEMNIFICATION
Cons
ultant shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States’ letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by Consultant to the City pursuant to this Agreement.

9. RECO
RDS
Cons
ultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three

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(3) years from the date of final payment to Consultant under this Agreement.

10. CO

NFIDENTIALITY
If
Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect it s own information of like importance, but in no event less than reasonable care. “Confidential Information” shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City.

11. CO

NFLICT OF INTEREST CLAUSE
C
onsultant covenants that it presently has no interests and shall not have i nterests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement.

12. NO

N-DISCRIMINATION
C
onsultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information, or military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or other employment related activities or any services provided under this Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations.

13. E

XCLUSIVITY AND AMENDMENT
T
his Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant . The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any

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party, which is not embodied herein.

14. AS

SIGNMENT
I
nasmuch as this Agreement is intended to secure the specialized services of Consultant , Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City’s ability to have any of the services which are the subject to this Agreement performed by City personnel or by other consultant and/or consultants retained by City.

15. T

ERMINATION
T
his Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions:
a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product(s) completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate.
b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement.

16. W
AIVER
N
o waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies.

17. J

URISDICTION - VENUE
T
his Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement.

18. P

ROFESSIONAL LICENSES
C
onsultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder

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19. NO
TICE
A
ny notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons:

T
o City:

J
ennifer L. Hall
City Clerk
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
Fax: 714- 647-6956
W
ith courtesy copies to:

N
abil Saba
Executive Director of Public Works Agency
City of Santa Ana
20 Civic Center Plaza
P.O. Box 1988
Santa Ana, California 92702
To Consultant:

A
party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these Linda O’Hanlon
President
Straightline Communications LLC
14930 Greenleaf Street
Sherman Oaks, CA 91403
Phone: 818-386-1916

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time frames, weekends, federal, state, County or City holidays shall be excluded.

20. M

I
N WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written.

A
TTEST: CITY OF SANTA ANA:

JENNIFER L. HALL KRISTINE RIDGE
City Clerk City Manager
AP
PROVED AS TO FORM: CONSULTANT:

SONIA R. CARVALHO
City Attorney
B
y:

JONATHAN T. MARTINEZ
Assistant City Attorney
R
ECOMMENDED FOR APPROVAL:

NABIL SABA
Executive Director
Public Works Agency
LINDA O’HANLON
President

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EXHIBIT A

SCOPE OF SERVICES

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CITY OF SANTA ANA
RFP NO.: 23-014

CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES City of Santa Ana RFP 23-014
Consumer Confidence Report (CCR) and Auxiliary Services

Page 12 ends

Appendix
ATTACHMENT 1: SCOPE OF WORK
Exhibit A

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CITY OF SANTA ANA
RFP NO.: 23-014

CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES City of Santa Ana RFP 23-014
Consumer Confidence Report (CCR) and Auxiliary Services

Page 13 ends

The City is looking for opportunites to better communicate water related issues and to keep everyone informed.

Th
e City of Santa Ana is soliciting proposals from qualified consulting firms to prepare and deliver Exhibit A

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CITY OF SANTA ANA
RFP NO.: 23-014

CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES City of Santa Ana RFP 23-014
Consumer Confidence Report (CCR) and Auxiliary Services

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a comprehensive Water Quality Consumer Confidence Report and provide the following auxiliary support services described herein:

St
rategic Assessment: Gather input, feedback evaluate City’s existing Strategic Plan to establish a framework for Division’s 2023 Strategic Plan.

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CITY OF SANTA ANA
RFP NO.: 23-014

CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES City of Santa Ana RFP 23-014
Consumer Confidence Report (CCR) and Auxiliary Services

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CITY OF SANTA ANA
RFP NO.: 23-014

CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES City of Santa Ana RFP 23-014
Consumer Confidence Report (CCR) and Auxiliary Services

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D. DISTRIBUTION OF WORK
No w
ork shall be allowed to proceed until authorized by City Staff.

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EXHIBIT B

CONSULTANT’S PROPOSAL

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PROPOSAL 2023
Straightline Communications is pleased to
respond to the City of Santa Ana’s request
for proposals (RFP No.: 23-014) to prepare
and deliver a comprehensive Water Quality
Consumer Confidence Report (WQCCR) as
well as provide a range of ancillary
services to support the Water Resource
Division’s outreach initiatives.

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COVER LETTER
One of the most important functions of the City of Santa Ana Public Works Agency is to maintain a healthy, reliable and safe drinking water supply for residents. An essential part of its role is to keep residents informed of ongoing water construction projects, critical announcements such as water rate adjustments, and other important initiatives such as water conservation, groundwater protection, its Food Oil & Grease (FOG) Management & Control Program as well as educational and rebate programs available to the public.

The Water Resources Division (“Division”) is an award-winning utility that has earned recognition for its best tasting and highest quality tap water; state-of-the-art technology; innovation and exceptional engineering; reliability, efficiency and green approach to public works projects; and community service and impact on quality of life. Among the prestigious organizations that have recognized the Division include:
• Berkeley Springs International Water Tasting Festival — Gold, Silver and Bronze Awards • Institute for Sustainable Infrastructure (ISI) — Envision Bronze Award • Southern California Chapter of the American Public Works Association (APWA) — Project of the Year Award
• Orange County Engineering Council (OCEC) — Engineering Project Achievement Award • California Municipal Utilities Association (CMUA) — Resource Efficiency & Community Service Awards: Best Water Program and Best Energy Program • California Water Environment Association (CWEA) — Medium Collection System of the Year
• IDC Government Insights — Smart Water Award
Understanding of Need
Straightline Communications (“Straightline”) looks forward to the opportunity of building upon the PWA’s legacy and successes within the scope of this proposal, which—based on our experience—includes the following:
• Interactive, html and printable [PDF] Water Quality Consumer Confidence Report (WQCCR) in English. A Spanish and Vietnamese WQCCR will only be provided as a printable PDF, not an interactive html report.
• Ongoing updates to the City’s web based WQCCR.
• Ongoing updates to the Water Resources section of the City’s website. • Marketing collateral such as outdoor ads (bus shelters and electronic billboards), banners, posters, flyers, brochures, direct-mail postcards, bill inserts and letters. Special publications

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and informational packets including annual Kids Activity Workbooks and Teacher’s Packets to promote the Annual Youth Water Poster Contest. Much of this collateral will be in English, Spanish and Vietnamese.
• Media relations including press release writing, story pitching, media outreach and target media list maintenance as needed.
• Planning, content development and execution of community outreach campaigns, including…
o Annual Youth Water Poster Contest
o Every Drop Counts
o Water-Wise Landscapes
o Fill It From The Tap!
o Mayor’s Challenge
o Santa Ana’s Award-Winning Water
o Slow The Flow. Save H2O!
o Don’t Clog with FOG
o Cross Connection Control AND SoCal Water$mart Rebate programs • General copywriting and editing including but not limited to:
o Water and wastewater system articles for the City’s various communication channels including Santa Ana Green, Nixel, website [santa-ana.org] o Posts for the City’s social media channels
o Rate notices
o Awards submissions
o Speaking points, scripts, and development of PowerPoint and other multi-media presentations
• Other ancillary services to support the Water Resources Division such as research, outside vendor and promotional item sourcing, attendance at select meetings and events, program management and logistics, and strategic partnership development as needed.

Following this letter, we present our firm profile and experience, relevant project experience, an organizational chart and team bios. Client references are included in Attachment 3 of the Appendix.

Our Scope of Services under Attachment 1 further outlines our understanding of the Division’s needs, our approach, a detailed explanation of activities, an implementation plan and a timeline to complete the deliverables. A corresponding budget or Fee Proposal is included under

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separate cover and submitted via the PlanetBids system as instructed in the City of Santa Ana’s RFP.

We have reviewed and concur with all provisions as contained in the sample “Standard Agreement” provided by the City of Santa Ana under Attachment 4 of RFP No.: 23-014.

We look forward to answering any questions you may have regarding this proposal and thank you again for the opportunity to respond to your RFP.

_______________________________ May 10, 2023 3

Linda O’Hanlon Date
President
Straightline Communications LLC

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QUALIFICATIONS & EXPERIENCE
Straightline Communications LLC is a strategic public relations and marketing firm based in Los Angeles, California. Since 1991, our overriding focus is to develop meaningful solutions for companies and organizations to influence their target markets and achieve their goals.

We’ve supported large companies across a broad range of industries, and we’ve helped start-up ventures get on their feet. We’ve also aided non-profit organizations to develop core messages to create mindshare about social issues. Large and small, we value each of our clients and are proud of the long-term client relationships we’ve maintained over the years.

As a value driven agency, we operate on a cost-efficient basis but have the wherewithal to service all our clients’ needs—drawing on a diverse range of in-house and third-party resources.

Our structure allows us to bring together the right teams and resources at the right time. We move fluidly with our clients, adjusting according to their needs.

Our biggest asset is our associates who are experienced professionals that come from large corporate or PR agency settings. What does all this mean to clients? We deliver large agency strategic thinking and services without high overhead costs and layers of account management.

Our current clients include Lockton Insurance Brokers, LLC; City of Santa Ana Public Works; City of Beverly Hills; Phoenix House and SportsCorp Ltd. Due to our structure and current workload, Straightline is fully capable of fulfilling all services and deliverables outlined in this proposal.

RELEVANT EXPERIENCE
Over the years, Straightline Communications has developed marketing collateral for various municipal water agencies including West Basin Municipal Water District, Central Basin Municipal Water District—and more recently—Mesa Water District and City of Beverly Hills.

Projects for these agencies include quarterly newsletters and annual water quality reports for water customers, as well as the development of an RFP for Brand Identity Guidelines based on our expertise in campaign and corporate branding.

The wide range of services we have provided to the City of Santa Ana’s Water Resources Division over the past +16 years, and more recently, Public Works Agency and City Manager’s Office include:

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• Development and management of most all of the above-mentioned community outreach campaigns
• Creation of strategic partnerships with Westfield’s MainPlace, Santa Ana Zoo, Bowers Museum and Santa Ana Unified School District to promote the Division’s Annual Youth Water Poster Contest
• Event planning
• Social media campaigns
• Writing, design and production of annual water quality reports, city calendars, as well as special calendars for the City’s 150th Anniversary and the 2020 Census • Promotional items for the Water Resources Division and 2020 Census including pens, pencils, crayon boxes, placemats, USBs, sketchbooks, t-shirts, mason jars, food scrapers, tote bags, water pitchers, sports bottles, and water conservation kits • Content creation for the PWA’s section of santa-ana.org • Design and oversight of a special water quality report microsite (santaanaccr.org) • Design of monument and outdoor signage and banners for the City • Development of a full line of marketing collateral
• Interviewing and copywriting for press releases as well as articles in Santa Ana Green, Nixel and Cosas newsletter
The campaigns Every Drop Counts! and Fill it From The Tap!, which we created to promote water conservation and Santa Ana’s high quality drinking water, have earned awards and recognition by the California Municipal Utilities Association (CMUA).

We have developed presentations, speeches, and talking points for the (1) Mayor’s Challenge; (2) Tree People’s "Walking Water" event—attended by heads of the State Water Board, LADWP, Metropolitan Water District, LA Mayor’s Office, Food and Water Watch, Owens Valley Committee, and LA Sanitation/One Water; (3) Southern California Spain Investment Summit; (4) William C. Velazquez Institute Latino Academy on Water Policy; (5) American Society of Civil Engineers; and (5) At the Tap: Tools to Identify & Address Community Drinking Water Concerns in Los Angeles County.

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We have also developed full multi-media presentations for the City of Santa Ana’s AMI and IP3 projects, South Main Street Public Arts Program, Water Conservation and FOG Control programs, and Neighborhood Block Beautification Contest, to name a few. We believe our experience is extensive and can fully meet the scope of services outlined in this proposal.

STRAIGHTLINE TEAM
We enjoy working closely with clients as their in-house public relations and marketing team, participating in monthly meetings to stay apprised of any new issues and new developments as well as to report on our ongoing PR, marketing and community outreach activities. We will continually evaluate and refine goals. We will recommend alternative courses of action and add creative perspective when needed.

ORGANIZATIONAL CHART

Linda O'Hanlon
[project manager]
50% Project Allocation
Frank Herrera
[web developer]
6% Project Allocation
Martha Zavala
[translator-Spanish]
2% Project Allocation
Cesar Vargas
[translator-Vietnames]
2% Project Allocation
Jessica Padilla
[associate writer]
10% Project Allocation
David Barker
[designer]
30% Project Allocation

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TEAM BIO
Linda O’Hanlon
Linda O’Hanlon is president of Straightline Communications LLC, where she directs all facets of public relations/marcom activities for clients and counsels senior management on strategic issues and planning. Her expertise includes structuring and implementing consumer, business- to-business and internal communications programs involving strategic planning, media and community relations as well as the development of marketing collaterals and corporate advertising. Over the course of her 35-year career in communications, she has helped deliver results for well-known companies such as Time Life, Holiday Inn, Coldwell Banker, Entertainment Partners, Motion Picture Television Fund (MPTF), Lockton, Forest City Properties, and UCLA.

She has structured, implemented and managed community outreach campaigns for public water agencies and integrated corporate communications programs for companies in industries ranging from real estate, hospitality, legal, and financial services to manufacturing, healthcare and insurance.
• Positioned client executives as ACA thought leaders in the entertainment industry, securing interviews and stories in national business publications including Wall Street Journal, Bloomberg/Businessweek, Inc., USA Today, Kaiser Health News, US News & World Report, MarketWatch and CFO magazine.
• Spearheaded a national media campaign for Coldwell Banker, achieving coverage in all major markets among local network news, national syndicated television and radio programs, daily newspapers, and national publications such as Wall Street Journal and USA Today. • Established a bilateral consumer and business-to-business communications program for a real estate organization, achieving in the first year +100 articles in trade publications and newspapers statewide.
• On behalf of a regional bank, implemented a cohesive sales and account retention program involving corporate positioning and message development, industry-targeted letters, customer satisfaction surveys, direct mail and advertising.

In addition to organizing client events and industry panel discussions on behalf of select clients, she has also managed event publicity for the UCLA Surgery Department, UCLA Center on Aging (now known as the UCLA Longevity Center), and Phoenix House.

Her 34 years of experience consulting executives and emerging businesses leaders has given her a deep understanding of the importance of transformational leadership. She became an Associate Certified Coach accredited by the International Coach Federation (ICF) and a Certified Professional Coach (CPC) and Energy Leadership™ Index Master Practitioner (ELI- MP) through the Institute for Professional Excellence in Coaching (iPEC) to help organizations with leadership development.

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TEAM BIO
Jessica Padilla Bowen
Jessica brings more than 20 years of experience in government and nonprofit communication.

She spent 15 years working in communication for the City of Carlsbad serving various departments including Community & Economic Development, Public Works, Library & Cultural Arts and more. She also served as Public Information Officer in the City’s Emergency Operations Center.

In her role with the City of Carlsbad, she served as the communication representative and media contact; crafted strategic messages for website, social media, print and electronic platforms; managed social media, including Facebook, Twitter and e- newsletters; organized special events from annual fundraisers to festivals to community meetings; oversaw the work of photographers and videographers, producing numerous videos for the community; and managed and cultivated relationships with community and civic organizations.

She has managed numerous projects, including:
• Carlsbad Sea Level Rise Vulnerability Project. This report was an assessment of the City of Carlsbad’s vulnerability to future sea-level rise and associated impacts, which include inundation, erosion, and flooding. It explored these impacts as they relate to beaches, public access, parcels, critical infrastructure, transportation, and environmentally sensitive lands.

The report used the protection, accommodation, and managed retreat framework to think about various possible adaptation strategies.
• Village & Barrio Master Plan, City of Carlsbad. As Community Engagement Project Manager, Jessica played a key role in the implementation of the outreach plan, organizing and promoting community meetings as well as promoting the availability of the plan for public feedback.
• Village & Barrio Parking Study and Management Plan. Jessica produced the Community Outreach Plan, which identified outreach strategies to inform the public of the project, as well as gain their participation. She helped organize and promote community meetings as well as intercept and online survey opportunities and solicited and reviewed public feedback. • Tamarack Area Coastal Improvement Project. Jessica produced the Community Outreach Plan, which identified outreach strategies to inform the public of the project, as well as gain their participation. She presented at pop-up events to elicit public feedback on the coastal project, directing documentation of the process through photo and video.

Additionally, she organized and promoted community meetings as well as online survey opportunities.

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TEAM BIO
David Barker

David is a creative director and multimedia designer who brings our clients' projects to life.

With more than 28 years of experience working in Central London, Sydney and now the US, he oversees all aspects of Straightline’s project design process, from the conceptual stages to final product delivery. However, David’s true strength is how he thinks: he gets the big picture. He is a creative, visual thinker who takes an idea through multiple stages, shaping the idea into a reality.

David is expert at corporate identity, rebranding, packaging, environmental graphics and other design mediums such as electronic billboards, vehicle wraps, and exhibit booths. He has developed branding for campaigns and a wide range of collateral materials including brochures, stationery packages, flyers, tent cards, banners, newsletters, advertisements and signage for Straightline clients.

His ability to transcend all areas of design—from initial identity programs, through physical and environmental application, to print and marketing campaigns—makes David an important asset to our creative team.

His experience includes working with small businesses, retailers and corporate clients, including well-known brands such as Mikawaya, Gucci, Legal & General, AXA, Sydney Olympics 2000, Disney, Australian Recording Industry, Golden Wonder, Los Angeles Ballet Academy and Meiko.

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TEAM BIO
Frank Herrera
Frank is our award-winning team member who has designed, developed and maintained websites for Straightline clients. He helps brands achieve their social media marketing and management goals using the latest Internet research tools.

With more than 15 years of experience working on 100s of projects for clients worldwide, he focuses on developing practical solutions, using a wide array of mature and proven CMS components and plugins, to solve common small business website requirements.

He specializes in WordPress and Joomla! programming with an emphasis in marketing, eCommerce, community and membership sites. He designs practical and modern UIs that leverage the capabilities of modern technology. Another area of his expertise is in expanding a CMS' core functionality by integrating RIA technologies, such as JavaScript, Flex, ActionScript, jQuery and third-party API's.

Competencies
• Bootstrap
• CSS3
• Drupal
• HTML5
• Joomla Design
• Joomla Security
• Landing Page Design & Code
• PSD to HTML
• Web Design
• Web Programming
• WordPress

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APPENDIX
ATTACHMENT 1—SCOPE OF SERVICES
ATTACHMENT 2—FEE PROPOSAL, INCLUDING HOURLY RATES
[included under separate cover, and submitted via PlanetBids] ATTACHMENT 3—PROPOSER’S REFERENCES
ATTACHMENT 4—CERTIFICATIONS

NON-COLLUSION AFFIDAVIT

NON-LOBBYING CERTIFICATION

NON-DISCRIMINATION CERTIFICATION

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ATTACHMENT 1

SCOPE OF SERVICES

APPROACH
Straightline will use a systematic and disciplined approach to producing the WQCCR each year to ensure the City of Santa Ana meets all regulatory requirements well in advance of the State of California’s July 1 deadline. Our approach is thorough: each client meeting and conference call is followed-up with a recap listing important points discussed, next steps, deadlines and individuals responsible for each milestone. We remain in continual contact with City staff to keep them apprised of our progress. Reminders are sent to City staff when information and approvals are needed. Within this structure, we strive to be nimble and responsive, always adapting to special circumstances that may arise and meeting client’s requests in a timely manner.

WQCCR
Overview: The City of Santa Ana, Water Resources Division, as with all private and municipal water districts, is required by federal and state agencies to produce and distribute an annual “Water Quality Consumer Confidence Report” (WQCCR) by July 1 each year to inform residents about the source and quality of their drinking water. This mandate was established by Congress in 1996 and expanded the terms of content and format for annual water quality reports that California water systems began distributing in 1990. The WQCCR includes information on water sources, drinking water regulations, monitoring requirements, levels of any detected contaminants, and additional educational information. The WQCCR is designed to help consumers make informed choices that affect their health, educate consumers about the challenges of delivering safe drinking water, and highlight the importance of conserving and protecting this valuable resource.

For the past 16 years, Straightline Communications has worked with the City to produce this annual report and has helped the City fulfill this mandate. For the first time in 2012, the City was able to “go green” and meet its requirements with a paperless alternative. Straightline Communications designed, produced and launched www.SantaAnaCCR.org, making the 2012 CCR available for download or to view online. For each new WQCCR, we archived the previous year’s report and have created an online repository of WQCCRs dating back to 2006. We also assisted the City in meeting its notification requirements and “good faith” efforts to ensure water customers and all other consumers of Santa Ana water are informed about the WQCCR, its expected date of release, and how they can obtain a copy of the report. These special

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communications have included announcements on santa-ana.org, water bills, bill inserts, direct- mail postcard, flyers, bus shelter ads, social media posts and press releases.

Implementation Plan:

1. Beginning each February, Straightline will conduct, obtain, and analyze data from various sources to ensure and provide current information regarding water regulations and any variances for California public water suppliers. This includes obtaining and carefully reviewing the CCR Guidance Manual (a document released each year by California’s State Water Resources Control Board) to assess changes in report content, format, and distribution, ensuring the CCR is in conformance with state mandates. Straightline will also monitor the Board’s website for changes in required content such as terms of newly adopted Maximum Contaminant Levels, Public Health Goals, and other revised regulatory requirements. Straightline is familiar with water quality monitoring regulations for public water systems and has a good understanding of water quality reporting and notification procedures required by federal and state regulatory agencies.

2. Straightline then coordinates a WQCCR kick-off meeting with the Water Resources Manager, Principal Civil Engineer, Water Quality Manager and other City staff to discuss the Division’s objectives, projects, programs, initiatives for the year as well as any regional industry issues that need addressing. During the meeting, we will discuss specific content and design themes for the WQCCR, as well as refine our production timeline. Content will include, but not be limited to:
• Opening message from the PWA Executive Director and Water Resources Manager. • Mandatory Requirements: Information about the City’s water system and sources of water (e.g. ground water, imported water etc.); contacts and a list of opportunities for public participation in decisions that affect drinking water quality; statement in other languages about the importance of the report and contact information; definitions of key terms regarding contaminant data; a key of terms and abbreviations; tables for each water source reporting levels of regulated and unregulated detected contaminants; and—if applicable—a Tier 3 public notice for a monitoring violation or other type of violation or situation. The WQCCR also includes mandatory statements about: drinking water contaminants; contaminants that may reasonably be expected to be found in drinking water; the risk of infection for some people who may be more vulnerable to contaminants; and special requirements for certain chemicals which vary year-to-year. • Articles about water and energy conservation tips, other green initiatives, ways to prevent source water pollution, important capital improvement projects completed and in development, rebate programs, landscaping tips, water education programs sponsored by the City, a special section just for kids and more.

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• Checklists and other helpful tools to detect water leaks, read water meters, ways to save money on water bills, and a list of important City telephone numbers, which has been a popular feature.
• Supporting graphics and photos such as images of PWA personnel at work, Santa Ana landmarks, native plants, a California map with its water systems, logos, icons, charts and infographics. All graphics and images will comply with all copyright rules and regulations.

3. Straightline will prepare and present an outline of the content along with design concepts and a production timeline. The design concept will be distinctive with its own theme yet maintain the overall WQCCR branding we have established for the City of Santa Ana. This design will be carried throughout the interactive and web based WQCCR, as well as all special communications relating to the WQCCR.

4. Special notification pieces are designed to inform customers about the WQCCR and its expected date of release. Straightline will (1) develop and coordinate water customer bill messages (electronic and print) and/or a bill insert; (2) design a direct-mail postcard; (3) write announcements to be published on the City’s website as well as Santa Ana Green, Nixel, and the COSAS newsletter; (4) design bus shelter ads and flyers; and (5) develop a series of social media posts with graphics to promote the WQCCR.

5. Upon the City’s approval of the WQCCR content outline and design concept, we will begin working on the editorial content, which will involve client conference calls, research, interviews, copywriting, and editing. Once the editorial content is reviewed and approved by the City, we will submit the content for translation into Spanish and Vietnamese.

6. At this time, Straightline will begin the design process. The design will include laying out each page with editorial content and visuals using the established theme. The design process includes creating new graphics and charts; purchasing stock photography; stylizing, formatting, and proofing the data tables supplied by the Water Resources Division; and coordinating additional images from other City departments and water agencies (when applicable). We will layout three versions: English and Spanish, and Vietnamese. We will execute two rounds of client revisions before generating a final draft. The final draft will be submitted to our proofreader for any typos or minor design inconsistencies, which will be corrected or adjusted at that time before submitting to the client for final approval.

7. As the PDF report is being finalized, Straightline will focus on updating santaanaccr.org with the new WQCCR content. We will archive the previous year’s content and create new html pages for the current WQCCR. Updating the site includes CMS extension testing and revisions, the creation of additional web banners and graphics, content proofing, the generation of a new table of contents and changes to the site’s navigation. Aside from

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completing the online WQCCR, we will manage and update the site throughout the year while provide recommendations to the Water Resources Manager regarding best practices in web design, technology platforms, and navigation as well as ways to best leverage the site for important announcements.

STRATEGIC PLAN
Strategic planning is an important process for the Water Resources Division to meet its mission and goals. It follows a protocol that establishes priorities, sets goals, specifies timelines, identifies tangible measures of success and puts into motion execution strategies by which each goal is to be achieved. It is also designed to ensure alignment of all departments with its overall core values and mission.

From the onset, Straightline will begin the process of strategic planning by holding a series of meetings with the Division’s key stakeholders. We would rely on Cesar Barrera to identify who they should be. We will analyze each department’s core competencies and strengths as well as identify gaps and opportunities (SWOT analysis). We will then develop a multi-year strategic roadmap to better meet the Division’s long-term goals.

The multi-year strategic plan should be viewed as a living document that will be updated, refined and adjusted based on new developments, emerging challenges and changes in priorities. For this reason, we will review and reevaluate the plan each year, adjusting as needed.

We have outlined our process below as part of our implementation plan.

Implementation Plan:

Meeting #1: Kick off meeting with stakeholders [allocate a minimum of 4 hours] to gather feedback and discuss:
• Purpose of strategic planning
• Division’s mission/vision, culture, public image and brand • Current priorities/initiatives [stakeholders come prepared to present] • Top challenges [stakeholders come prepared to present] o External-public facing
o Internal-interdepartmental
Meeting #2: Joint meeting with stakeholders [allocate a minimum of 4 hours] to discuss external [public facing] initiatives/projects & challenges:* • Effectiveness of current initiatives
o What is working; what is not?
• Emerging challenges

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• What solutions most effectively address these challenges? o Create new initiatives/projects and improve/build on existing ones o Feasibility and resources
— Do we have the resources [financial and staffing] to allocate to the initiative/project? o How do these initiatives connect to the Division’s mission/vision and core values? o Do all communications [written, visual etc.] reflect the Division’s brand? o Does the Division’s culture align with its core values? • Outreach and communications needs for each initiative/project [existing and new] * Will include select one-on-one interviews
Meeting #3: Joint meeting with stakeholders [allocate a minimum of 2 hours] to discuss internal [interdepartmental] processes and communications:
• Discuss more effective ways to streamline internal processes o Where do projects get hung up?
o How can we improve interdepartmental communications and processes to increase efficiency?
• Roles and responsibilities
• Protocols
• Contingencies: Addressing emergencies/unanticipated projects Straightline will then begin the strategic planning process that will include:
• Assessing the Division’s mission, vision, and core values [if these need refinement] • Assessing the Division’s public image and brand [is it aligned with the Division’s core values and mission?]
• Identifying challenges, needs, areas for improvement, and untapped opportunities [SWOT analysis]
• Assessing the effectiveness of the Division’s existing Strategic Plan • Establishing a framework for the 2023 Strategic Plan
The framework for the new Strategic Plan will:
• Provide an executive summary
• Include key message points to be incorporated at the Division level in all communications both external and internal
• Make recommendations to streamline inter-department communications, processes and projects
• Establish priorities and set goals
• Outline execution strategies (actionable steps) by which each goal is to be achieved • Identify individuals responsible for each deliverable • Specify timelines
• Include a master planning calendar so all departments are on the same page

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• Determine measures of success (key performance indicators) • Establish yearly review/reevaluation
Meeting #4: Present strategic plan with the master calendar to stakeholders [allocate a minimum of 2 hours]
• Each stakeholder will have had time in advance to reviewing the plan and calendar. • Discuss refinements to plan and roll-out
o How can we account for contingencies?
• Emphasize the importance of collaboration, clear communication and individual stakeholder’s responsibility in maintaining the plan as a living document that drives operational decisions.
• Discuss a staff event to reinforce the Division’s vision, core values, brand and how each member plays a role.

Finalize Plan
After collecting feedback from stakeholders at our last meeting, we will finalize the strategic plan and provide a comprehensive written report. We will also develop a visually compelling PowerPoint presentation with an overview of the strategic plan for use at meetings and City Council presentations. The presentation will also be used at a staff event which would be designed to introduce and generate excitement for the Water Resource Division’s vision, re-set and reaffirm its culture and values; and unify the various departments with a shared purpose and set of objectives.

Leadership Coaching
Straightline will support the implementation of the Strategic Plan once it is approved. However, strategies are only as good as those who are leading the teams who execute them. Successful implementation of this plan will require buy-in by staff, interdepartmental team building and high engagement. As such, we can introduce a series of group educational workshops and leadership coaching with department heads/supervisors to:
• Build their leadership, communications and problem-solving skills • Work more efficiently with their teams
• Learn how to help grow and retain staff with improved engagement and productivity While not requested in this RFP, we can tailor a leadership coaching program designed to achieve desire outcomes after learning about the Division’s specific challenges and objectives.

The program will not only reinforce the Division’s organizational objectives but will help each department head/supervisor define and connect his/her personal values and professional role with the Division’s mission, culture, initiatives and overall success. A separate fee proposal will be submitted for the leadership coaching program upon request.

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Schedule | Timeline
Based on a June 12 start date, we propose the following timeline for the Strategic Plan.

DATE MILESTONE
12-Jun Project Start
14-Jun Kick-off Meeting
16-Jun Meeting/workshop summary
21-Jun Meeting #2
23-Jun Meeting/workshop summary
28-Jun Meeting #3
12-July SWOT & internal analysis
19-July Follow up findings
28-July Comprehensive, written strategic plan
2-Aug Meeting #4: Presentation of strategic plan
9-Aug Staff event planning
TBD Staff luncheon event + presentation

ANCILLARY SERVICES & PROJECTS
Straightline will design and produce outreach material as well as support all other communications needs of the Water Resources Division throughout each year:
• Implement strategies outlined in the plan to promote the City’s various initiatives and campaigns, including: Every Drop Counts!, Fill It From The Tap!, Santa Ana’s Award- Winning Water, Annual Mayor’s Challenge, Annual WQCCR, Annual Youth Water Poster Contest, Slow The Flow. Save H2O!, Don’t Clog with FOG! as well as the SoCal Water$mart Rebate programs. Based on the Division’s objectives, we may create a new campaign that will involve branding, an outreach strategy and timeline, and—if relevant—establishing community partnerships and creating and coordinating a special event. • Recommend and develop artwork for items that promote these campaigns and initiatives.

These promotional items—which the Division hands out at community events—may include branded tee-shirts, stress release balls, erasers, rulers, tote bags, sports bottles, water pitchers, shower timers, cell phone holders, pencils/pends, crayon boxes, California Native seeded paper coasters, food scrapers, and yard signs.

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• Write, edit, design, and generate camera-ready art for printed pieces that promote the City’s initiatives and campaigns including direct mail brochures, flyers, newsletters, postcards, informational and activity packets, banners, posters, bus shelter ads and signage. • Write and edit press releases for distribution to the media and articles for Santa Ana Green, Cosas and Nixel about important water-related announcements, water quality programs, and water construction projects.
• Develop submissions for awards by the APWA, OCEC and CMUA and other industry organizations to garner further recognition for the Water Resources Division. • Develop water-related messaging, talking points, and multi-media presentations for City Councilmembers, the PWA Executive Director, and Water Resources Division Manager as needed.
• Producing these types of special projects will involve additional client meetings and/or conference calls, research, interviews, copywriting, editing, design, creating new graphics, purchasing stock photography, proofreading, vendor relations, obtaining estimates, and coordinating with City approved vendors. Not included in the fee schedule is actual printing, product purchases, or other significant reimbursable costs such as photography. These reimbursable expenses would be incurred and billed only upon approval by the City.

Implementation Plan:

1. As stated above, Straightline will assess, identify and prioritize the focus of the Division’s outreach each year in collaboration with the Water Resources Manager, Principal Civil Engineer, Water Quality Manager and other stakeholders. This will be accomplished during annual kick-off meetings as well as regularly scheduled monthly meetings, after which we will review and adjust (if needed) the strategic plan and establish the projects to be carried out.

2. With each project, Straightline will make recommendations for messaging and branding, outline action items, assign tasks, and develop a specific production timeline.

3. We utilize Straightline’s online platform [Monday.com] to manage workflow processes, enhance client communication, and keep projects on track more effectively.

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SUMMARY OF DELIVERABLES
• Creation of the interactive and web based WQCCR
o Theme and various design concepts.
o Twelve (12) water related articles (all written content for the WQCCR). o All required [mandated] text and special messages and notices. o All graphics, charts, pictures and other visuals to support the WQCCR design. o Design and layout of three (3) 36-page reports in English, Spanish and Vietnamese. A high-quality print PDF and press-quality PDF (with trim marks) will be provided for each. o Archiving the previous WQCCR, web design and programming for the new WQCCR (a total of 20 html web pages), and ongoing updates to santaanaccr.org. • Development of 2023 Strategic Plan
o Interviews summaries
o SWOT analysis
o Internal analysis
o Meeting/workshops topic and questions
o Meeting/workshop planning/facilitation
o Meeting/workshop summary with follow-up findings
o Comprehensive, written strategic plan
• Ancillary Services and Printed Products
o A total of twenty-four (24) double sided brochures (or other print formats such as postcards, letters, bill stuffers, flyers) for public distribution on water-related topics and campaigns.
o Development of all required standard and special messages and public notices regarding water quality standards.
o Development of all WQCCR notification pieces including one (1) bill insert; one (1) direct-mail postcard; one (1) flyer; one (1) article for the City’s various communications channels; (1) bus shelter ad; and three (3) social media posts with graphics to promote the WQCCR.
o A total of three (3) bus shelter ads/posters per year to announce other initiatives/campaigns.
o Branding, outreach strategy, timeline and supporting outreach materials for one (1) new water related campaign per year.
o A total of twelve (12) water-related articles to be published in local newspapers, pamphlets and City newsletters per year.
o One (1) Activity Book for Kids with worksheets, word scrambles, word searches, mazes and other activities to support the Youth Water Poster Contest theme each year.

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o One (1) Teacher’s Packet with information about the Youth Water Poster Contest with rules and guidelines, entry forms and parental release forms. o Al l artwork to support the production of the other printed collateral and promotional items as outlined in previous section “Ancillary Services & Projects.” o All research, writing, editing, translation (as needed) and creative development for written materials and presentations as outlined in previous section “Ancillary Services & Projects.”
o Me
etings, conference calls, emails and other program management to effectively execute activities and products as outlined in previous section “Ancillary Services & Projects.”

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ATTACHMENT 3
PROPOSER’S CLIENT REFERENCES

1. Customer Name: City of Beverly Hills Public Works Department Contact Individual: Melissa Gomez, Senior Management Analyst Address: 345 Foothill Road, Beverly Hills, CA 90210
Telephone: 310.288.2864
Email: [email protected]
Contract Amount: $21,491
Year: 2021 [Executed]
Development of annual Water Quality Report along with accompanying promotional collateral.

2. Customer Name: Mesa Water District
Contact Individual: Stacy Taylor, External and Public Affairs Manager Address: 1965 Placentia Ave, Costa Mesa, CA 92627
Telephone: 714.791.0848
Email: [email protected]
Contract Amount: $17,850
Year: 2015
Development of RFP for branding guidelines for Mesa Water District.

3. Customer Name: City of Santa Ana, Public Works Agency Contact Individual: Nabil Saba
Address: 20 Civic Center Plaza (M-21), P.O. Box 1988, Santa Ana, CA 92702 Telephone: (714) 647-3380
Email: [email protected]
Contract Amount: $600,000
Year: 2022 [Executed]
Strategic planning, writing, editing, client counsel and meetings, community outreach, talking points for speeches and presentations, marketing collateral development, outdoor advertising, signage, multi-media presentations.

4. Customer Name: Lockton Insurance Brokers, LLC
Contact Individual: Timothy J. Noonan, Chairman
Address: 777 South Figueroa Street, Suite 5200, Los Angeles, CA 90017 Telephone: 213.689.0500
Email: [email protected]
Retainer Amount: $60,000
Average Yearly Adjusted Amount: $75,000
Year: 2018-2021 [Retainer has grown over the years, since beginning of engagement which dates back to 1996]
St
rategic planning, writing, editing, client counsel and meetings, media relations, speech writing, multi-media presentations, advertising campaigns, and marketing collateral development.

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ATTACHMENT 4

CERTIFICATIONS
(See following pages)

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CITY OF SANTA ANA
RFP NO.: 23-014

CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES City of Santa Ana RFP 23-026
Consumer Confidence Report (CCR) and Auxiliary Services

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Santa Ana City CouncilJuly 18, 2023

Santa Ana City Council
July 18, 2023