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HomeMy WebLinkAbout4.3 Parks Mktg and Promo Plan STAFF REPORT CITY CLERK File #920-10 CITY COUNCIL DATE:January 15, 2013 TO: Honorable Mayor and City Councilmembers FROM: Joni Pattillo, City Manager SUBJECT: Parks and Community Services Marketing and Promotions Plan – Consultant Services Agreement Prepared by Ann Mottola, Heritage and Cultural Arts Manager EXECUTIVE SUMMARY: The Fiscal Year 2012-2013 Parks and Community Services budget includes funding for the development of a marketing and promotions plan. Staff is recommending BW Research Partnership as a consultant to conduct market research and develop a comprehensive written marketing and promotions strategy for the Department. FINANCIAL IMPACT: The total fee for services in the proposed Agreement will not exceed $57,000. Sufficient funding is available in the Parks and Community Services budget to approve the Agreement with BW Research Partnership. RECOMMENDATION: Staff recommends that the City Council adopt a Resolution approving an Agreement with BW Research Partnership to develop a comprehensive written marketing and promotions plan for the Parks and Community Services Department. Submitted By Reviewed By Director of Parks and Assistant City Manager Community Services DESCRIPTION: In the Fiscal Year 2012-13 budget, the City Council authorized funding for Staff to develop a comprehensive written marketing and promotions plan for the Parks and Community Services Department. This plan is specific to the Parks and Community Services in that it will assist in defining and maximizing the target audience for programs and activities; identify potential program alignment needs; evaluate the Department’s current marketing tools; and, provide a strategic marketing and promotions plan. ITEM NO. 4.3 Page 1 of 2 In November 2012 Staff issued a Request for Proposals for consulting services for the project. Six proposals were received by the deadline. A selection committee, made up of Staff from the City Manager’s Office and Parks and Community Services Department, reviewed the proposals and interviewed three firms. Staff is recommending BW Research Partnership due to their prior experience with similar projects with public agencies. Additionally they have a strong consulting team with a balance of research and marketing expertise. The scope of work for professional services includes the following: facilitating a demographic assessment including executive and stakeholder interviews; conducting a statistically valid quantitative phone survey to measure the effectiveness of the Department’s current marketing outreach; identify areas to potentially align programs with community interests; and audit the Department’s current communications and marketing methods. Additionally the Consultant will prepare a final written marketing plan and train Department Staff to the plan. The draft Marketing and Promotions Plan will be presented to the Parks and Community Services Commission for input, and finally to the City Council for final approval. The not-to-exceed amount for the services is $57,000. The proposed Consultant Services Agreement, prepared with the City Attorney and approved by BW Research Partnership, is included as Exhibit A to the Resolution (Attachment 1). Additional detail of the professional services is Exhibit A to the Consultant Services Agreement. NOTICING REQUIREMENTS/PUBLIC OUTREACH: A copy of the Staff Report was sent to BW Research Partnership. ATTACHMENTS: 1. Resolution Approving an Agreement with BW Research Partnership, with the Agreement attached as Exhibit A to the Resolution 2. Proposal from BW Research Partnership Page 2 of 2 RESOLUTION NO. xx - 13 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DUBLIN * * * * * * * * * APPROVING AN AGREEMENT WITH BW RESEARCH PARTNERSHIP FOR DEVELOPMENT OF A PARKS AND COMMUNITY SERVICES DEPARTMENT MARKETING AND PROMOTIONS PLAN WHEREAS , the Fiscal Year 2012-2013 Parks and Community Services Budget includes funding for the Parks and Community Services Department to develop a marketing and promotions plan; and WHEREAS , the City distributed a Request for Proposals for development of the plan and six proposals were received by the deadline; and WHEREAS , the City interviewed and screened three of the firms whose proposals were most responsive to the City’s needs; and WHEREAS, the qualifications and proposed services of BW Research Partnership and their sub-consultant Full Capacity Marketing, Inc., are appropriate for the work proposed. NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Dublin attached hereto as Exhibit A) hereby approves the Agreement (with BW Research Partnership to develop a Parks and Community Services Department Marketing and Promotions Plan, in an amount not to exceed $57,000. BE IT FURTHER RESOLVED that the City Manager is authorized to execute the agreement. th PASSED, APPROVED AND ADOPTED this 15 day of January, 2013, by the following vote: AYES : NOES : ABSENT : ABSTAIN : ______________________________________ Mayor ATTEST : _______________________________________ City Clerk ATTACHMENT 1 CONSULTING SERVICES AGREEMENT BETWEEN THE CITY OF DUBLIN AND BW RESEARCH PARTNERSHIP THIS AGREEMENT for consulting services is made by and between the City of Dublin (“City”) and BW Research Partnership (“Consultant”) as of January 15, 2013. Section 1. SERVICES. Subject to the terms and conditions set forth in this Agreement, Consultant shall provide to City the services described in the Scope of Work attached as Exhibit A at the time and place and in the manner specified therein. In the event of a conflict in or inconsistency between the terms of this Agreement and Exhibit A, the Agreement shall prevail. 1.1 Term of Services. The term of this Agreement shall begin on the date first noted above and shall end on June 30, 2013, the date of completion specified in Exhibit A: Proposal to Develop a Parks and Community Services Marketing Plan (“Exhibit A”), and Consultant shall complete the work described in Exhibit A prior to that date, unless the term of the Agreement is otherwise terminated or extended, as provided for in Section 8. The time provided to Consultant to complete the services required by this Agreement shall not affect the City’s right to terminate the Agreement, as provided for in Section 8. 1.2 Standard of Performance. Consultant shall perform all services required pursuant to this Agreement in the manner and according to the standards observed by a competent practitioner of the profession in which Consultant is engaged in the geographical area in which Consultant practices its profession. Consultant shall prepare all work products required by this Agreement in a substantial, first-class manner and shall conform to the standards of quality normally observed by a person practicing in Consultant's profession. 1.3 Assignment of Personnel. Consultant shall assign only competent personnel to perform services pursuant to this Agreement. In the event that City, in its sole discretion, at any time during the term of this Agreement, desires the reassignment of any such persons, Consultant shall, immediately upon receiving notice from City of such desire of City, reassign such person or persons. 1.4 Time. Consultant shall devote such time to the performance of services pursuant to this Agreement as may be reasonably necessary to meet the standard of performance provided in Section 1.1 above and to satisfy Consultant’s obligations hereunder. Section 2. COMPENSATION. City hereby agrees to pay Consultant a sum not to exceed $57,000 notwithstanding any contrary indications that may be contained in Consultant’s proposal, for services to be performed and reimbursable costs incurred under this Agreement. In the event of a conflict between this Agreement and Consultant’s proposal, attached as Exhibit A, regarding the amount of compensation, the Agreement shall prevail. City shall pay Consultant for services rendered pursuant to this Agreement at the time and in the manner set forth herein. The payments specified below shall be the only payments from City to Consultant for services rendered pursuant to this Agreement. Consultant shall submit all invoices to Consulting Services Agreement between January 15, 2013 City of Dublin and BW Research Partnership Page 1 of 13 EXHIBIT A City in the manner specified herein. Except as specifically authorized by City, Consultant shall not bill City for duplicate services performed by more than one person. Consultant and City acknowledge and agree that compensation paid by City to Consultant under this Agreement is based upon Consultant’s estimated costs of providing the services required hereunder, including salaries and benefits of employees and subcontractors of Consultant. Consequently, the parties further agree that compensation hereunder is intended to include the costs of contributions to any pensions and/or annuities to which Consultant and its employees, agents, and subcontractors may be eligible. City therefore has no responsibility for such contributions beyond compensation required under this Agreement. 2.1 Invoices. Consultant shall submit invoices, not more often than once a month during the term of this Agreement, based on the cost for services performed and reimbursable costs incurred prior to the invoice date. Invoices shall contain the following information: Serial identifications of progress bills; i.e., Progress Bill No. 1 for the first invoice,  etc.; The beginning and ending dates of the billing period;  A Task Summary containing the original contract amount, the amount of prior  billings, the total due this period, the balance available under the Agreement, and the percentage of completion; At City’s option, for each work item in each task, a copy of the applicable time  entries or time sheets shall be submitted showing the name of the person doing the work, the hours spent by each person, a brief description of the work, and each reimbursable expense; The Consultant’s signature.  2.2 Monthly Payment. City shall make monthly payments, based on invoices received, for services satisfactorily performed. City shall have 30 days from the receipt of an invoice that complies with all of the requirements above to pay Consultant. 2.3 Final Payment. City shall pay the last 10% of the total sum due pursuant to this Agreement within sixty (60) days after completion of the services and submittal to City of a final invoice, if all services required have been satisfactorily performed. 2.4 Total Payment. City shall pay for the services to be rendered by Consultant pursuant to this Agreement. City shall not pay any additional sum for any expense or cost whatsoever incurred by Consultant in rendering services pursuant to this Agreement. City shall make no payment for any extra, further, or additional service pursuant to this Agreement. In no event shall Consultant submit any invoice for an amount in excess of the maximum amount of compensation provided above either for a task or for the entire Agreement, unless the Agreement is modified prior to the submission of such an invoice by a properly executed change order or amendment. Consulting Services Agreement between January 15, 2013 City of Dublin and BW Research Partnership Page 2 of 13 2.5 Fees. Fees for work performed by Consultant by phase of project shall not exceed the amounts shown on the following fee schedule: Phase 1: Demographic Assessment $11,905 Phase 2: Quantitative Survey $17,600 Phase 3: Communications Audit $12,715 Phase 4: Marketing Plan & Staff Training $14,780 2.6 Payment of Taxes. Consultant is solely responsible for the payment of employment taxes incurred under this Agreement and any similar federal or state taxes. 2.7 Payment upon Termination. In the event that the City or Consultant terminates this Agreement pursuant to Section 8, the City shall compensate the Consultant for all outstanding costs and reimbursable expenses incurred for work satisfactorily completed as of the date of written notice of termination. Consultant shall maintain adequate logs and timesheets in order to verify costs incurred to that date. 2.8 Authorization to Perform Services. The Consultant is not authorized to perform any services or incur any costs whatsoever under the terms of this Agreement until receipt of authorization from the Contract Administrator. Section 3. FACILITIES AND EQUIPMENT. Except as set forth herein, Consultant shall, at its sole cost and expense, provide all facilities and equipment that may be necessary to perform the services required by this Agreement. City shall make available to Consultant only the facilities and equipment listed in this section, and only under the terms and conditions set forth herein. City shall furnish physical facilities such as desks, filing cabinets, and conference space, as may be reasonably necessary for Consultant’s use while consulting with City employees and reviewing records and the information in possession of the City. The location, quantity, and time of furnishing those facilities shall be in the sole discretion of City. In no event shall City be obligated to furnish any facility that may involve incurring any direct expense, including but not limited to computer, long-distance telephone or other communication charges, vehicles, and reproduction facilities. Section 4. INSURANCE REQUIREMENTS. Before beginning any work under this Agreement, Consultant, at its own cost and expense, shall procure "occurrence coverage" insurance against claims for injuries to persons or damages to property that may arise from or in connection with the performance of the work hereunder by the Consultant and its agents, representatives, employees, and subcontractors. Consultant shall provide proof satisfactory to City of such insurance that meets the requirements of this section and under forms of insurance satisfactory in all respects to the City. Consultant shall maintain the insurance policies required by this section throughout the term of this Agreement. The cost of such insurance shall be included in the Consultant's bid. Consultant shall not allow any subcontractor to commence work on any subcontract until Consultant has obtained all insurance required herein for the subcontractor(s) and provided evidence thereof to City. Verification of the required insurance shall be submitted and made part of this Agreement prior to execution. Consulting Services Agreement between January 15, 2013 City of Dublin and BW Research Partnership Page 3 of 13 4.1 Workers’ Compensation. Consultant shall, at its sole cost and expense, maintain Statutory Workers’ Compensation Insurance and Employer’s Liability Insurance for any and all persons employed directly or indirectly by Consultant. The Statutory Workers’ Compensation Insurance and Employer’s Liability Insurance shall be provided with limits of not less than ONE MILLION DOLLARS ($1,000,000.00) per accident. In the alternative, Consultant may rely on a self-insurance program to meet those requirements, but only if the program of self-insurance complies fully with the provisions of the California Labor Code. Determination of whether a self-insurance program meets the standards of the Labor Code shall be solely in the discretion of the Contract Administrator. The insurer, if insurance is provided, or the Consultant, if a program of self-insurance is provided, shall waive all rights of subrogation against the City and its officers, officials, employees, and volunteers for loss arising from work performed under this Agreement. An endorsement shall state that coverage shall not be canceled except after thirty (30) days' prior written notice by certified mail, return receipt requested, has been given to the City. Consultant shall notify City within 14 days of notification from Consultant’s insurer if such coverage is suspended, voided or reduced in coverage or in limits. 4.2 Commercial General and Automobile Liability Insurance. 4.2.1 General requirements. Consultant, at its own cost and expense, shall maintain commercial general and automobile liability insurance for the term of this Agreement in an amount not less than ONE MILLION DOLLARS ($1,000,000.00) per occurrence, combined single limit coverage for risks associated with the work contemplated by this Agreement. If a Commercial General Liability Insurance or an Automobile Liability form or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to the work to be performed under this Agreement or the general aggregate limit shall be at least twice the required occurrence limit. Such coverage shall include but shall not be limited to, protection against claims arising from bodily and personal injury, including death resulting therefrom, and damage to property resulting from activities contemplated under this Agreement, including the use of owned and non- owned automobiles. 4.2.2 Minimum scope of coverage. Commercial general coverage shall be at least as broad as Insurance Services Office Commercial General Liability occurrence form CG 0001 (ed. 11/88) or Insurance Services Office form number GL 0002 (ed. 1/73) covering comprehensive General Liability and Insurance Services Office form number GL 0404 covering Broad Form Comprehensive General Liability. Automobile coverage shall be at least as broad as Insurance Services Office Automobile Liability form CA 0001 (ed. 12/90) Code 8 and 9 (“any auto”). No endorsement shall be attached limiting the coverage. 4.2.3 Additional requirements. Each of the following shall be included in the insurance coverage or added as an endorsement to the policy: Consulting Services Agreement between January 15, 2013 City of Dublin and BW Research Partnership Page 4 of 13 a. City and its officers, employees, agents, and volunteers shall be covered as additional insureds with respect to each of the following: liability arising out of activities performed by or on behalf of Consultant, including the insured’s general supervision of Consultant; products and completed operations of Consultant; premises owned, occupied, or used by Consultant; and automobiles owned, leased, or used by the Consultant. The coverage shall contain no special limitations on the scope of protection afforded to City or its officers, employees, agents, or volunteers. b. The insurance shall cover on an occurrence or an accident basis, and not on a claims-made basis. c. An endorsement must state that coverage is primary insurance with respect to the City and its officers, officials, employees and volunteers, and that no insurance or self-insurance maintained by the City shall be called upon to contribute to a loss under the coverage. d. Any failure of CONSULTANT to comply with reporting provisions of the policy shall not affect coverage provided to CITY and its officers, employees, agents, and volunteers. e. An endorsement shall state that coverage shall not be canceled except after thirty (30) days' prior written notice by certified mail, return receipt requested, has been given to the City. Consultant shall notify City within 14 days of notification from Consultant’s insurer if such coverage is suspended, voided or reduced in coverage or in limits. 4.3 Professional Liability Insurance. Consultant, at its own cost and expense, shall maintain for the period covered by this Agreement professional liability insurance for licensed professionals performing work pursuant to this Agreement in an amount not less than ONE MILLION DOLLARS ($1,000,000) covering the licensed professionals’ errors and omissions. 4.3.1 Any deductible or self-insured retention shall not exceed $150,000 per claim. 4.3.2 An endorsement shall state that coverage shall not be suspended, voided, canceled by either party, reduced in coverage or in limits, except after thirty (30) days' prior written notice by certified mail, return receipt requested, has been given to the City. 4.3.3 The policy must contain a cross liability or severability of interest clause. Consulting Services Agreement between January 15, 2013 City of Dublin and BW Research Partnership Page 5 of 13 4.3.4 The following provisions shall apply if the professional liability coverages are written on a claims-made form: a. The retroactive date of the policy must be shown and must be before the date of the Agreement. b. Insurance must be maintained and evidence of insurance must be provided for at least five years after completion of the Agreement or the work, so long as commercially available at reasonable rates. c. If coverage is canceled or not renewed and it is not replaced with another claims-made policy form with a retroactive date that precedes the date of this Agreement, Consultant must provide extended reporting coverage for a minimum of five years after completion of the Agreement or the work. The City shall have the right to exercise, at the Consultant’s sole cost and expense, any extended reporting provisions of the policy, if the Consultant cancels or does not renew the coverage. d. A copy of the claim reporting requirements must be submitted to the City prior to the commencement of any work under this Agreement. 4.4 All Policies Requirements. 4.4.1 Acceptability of insurers. All insurance required by this section is to be placed with insurers with a Bests' rating of no less than A:VII. 4.4.2 Verification of coverage. Prior to beginning any work under this Agreement, Consultant shall furnish City with certificates of insurance and with original endorsements effecting coverage required herein. The certificates and endorsements for each insurance policy are to be signed by a person authorized by that insurer to bind coverage on its behalf. The City reserves the right to require complete, certified copies of all required insurance policies, at any time. 4.4.3 Subcontractors. Consultant shall include all subcontractors as insureds under its policies or shall furnish separate certificates and endorsements for each subcontractor. All coverages for subcontractors shall be subject to all of the requirements stated herein. 4.4.4 Variation. The City may approve a variation in the foregoing insurance requirements, upon a determination that the coverages, scope, limits, and forms of such insurance are either not commercially available, or that the City’s interests are otherwise fully protected. 4.4.5 Deductibles and Self-Insured Retentions. Consultant shall disclose to and obtain the approval of City for the self-insured retentions and deductibles before beginning any of the services or work called for by any term of this Agreement. Consulting Services Agreement between January 15, 2013 City of Dublin and BW Research Partnership Page 6 of 13 During the period covered by this Agreement, only upon the prior express written authorization of Contract Administrator, Consultant may increase such deductibles or self-insured retentions with respect to City, its officers, employees, agents, and volunteers. The Contract Administrator may condition approval of an increase in deductible or self-insured retention levels with a requirement that Consultant procure a bond, guaranteeing payment of losses and related investigations, claim administration, and defense expenses that is satisfactory in all respects to each of them. 4.4.6 Notice of Reduction in Coverage. In the event that any coverage required by this section is reduced, limited, or materially affected in any other manner, Consultant shall provide written notice to City at Consultant’s earliest possible opportunity and in no case later than five days after Consultant is notified of the change in coverage. 4.5 Remedies. In addition to any other remedies City may have if Consultant fails to provide or maintain any insurance policies or policy endorsements to the extent and within the time herein required, City may, at its sole option exercise any of the following remedies, which are alternatives to other remedies City may have and are not the exclusive remedy for Consultant’s breach: Obtain such insurance and deduct and retain the amount of the premiums for such  insurance from any sums due under the Agreement; Order Consultant to stop work under this Agreement or withhold any payment that  becomes due to Consultant hereunder, or both stop work and withhold any payment, until Consultant demonstrates compliance with the requirements hereof; and/or Terminate this Agreement.  Section 5. INDEMNIFICATION AND CONSULTANT’S RESPONSIBILITIES. Consultant shall indemnify, defend with counsel selected by the City, and hold harmless the City and its officials, officers, employees, agents, and volunteers from and against any and all losses, liability, claims, suits, actions, damages, and causes of action arising out of any personal injury, bodily injury, loss of life, or damage to property, or any violation of any federal, state, or municipal law or ordinance, to the extent caused, in whole or in part, by the willful misconduct or negligent acts or omissions of Consultant or its employees, subcontractors, or agents, by acts for which they could be held strictly liable, or by the quality or character of their work. The foregoing obligation of Consultant shall not apply when (1) the injury, loss of life, damage to property, or violation of law arises wholly from the negligence or willful misconduct of the City or its officers, employees, agents, or volunteers and (2) the actions of Consultant or its employees, subcontractor, or agents have contributed in no part to the injury, loss of life, damage to property, or violation of law. It is understood that the duty of Consultant to indemnify and hold harmless includes the duty to defend as set forth in Section 2778 of the California Civil Code. Acceptance by City of insurance certificates and endorsements required under this Agreement does not relieve Consultant from liability Consulting Services Agreement between January 15, 2013 City of Dublin and BW Research Partnership Page 7 of 13 under this indemnification and hold harmless clause. This indemnification and hold harmless clause shall apply to any damages or claims for damages whether or not such insurance policies shall have been determined to apply. By execution of this Agreement, Consultant acknowledges and agrees to the provisions of this Section and that it is a material element of consideration. In the event that Consultant or any employee, agent, or subcontractor of Consultant providing services under this Agreement is determined by a court of competent jurisdiction or the California Public Employees Retirement System (PERS) to be eligible for enrollment in PERS as an employee of City, Consultant shall indemnify, defend, and hold harmless City for the payment of any employee and/or employer contributions for PERS benefits on behalf of Consultant or its employees, agents, or subcontractors, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of City. Section 6. STATUS OF CONSULTANT. 6.1 Independent Contractor. At all times during the term of this Agreement, Consultant shall be an independent contractor and shall not be an employee of City. City shall have the right to control Consultant only insofar as the results of Consultant's services rendered pursuant to this Agreement and assignment of personnel pursuant to Subparagraph 1.3; however, otherwise City shall not have the right to control the means by which Consultant accomplishes services rendered pursuant to this Agreement. Notwithstanding any other City, state, or federal policy, rule, regulation, law, or ordinance to the contrary, Consultant and any of its employees, agents, and subcontractors providing services under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any and all claims to, any compensation, benefit, or any incident of employment by City, including but not limited to eligibility to enroll in the California Public Employees Retirement System (PERS) as an employee of City and entitlement to any contribution to be paid by City for employer contributions and/or employee contributions for PERS benefits. 6.2 Consultant No Agent. Except as City may specify in writing, Consultant shall have no authority, express or implied, to act on behalf of City in any capacity whatsoever as an agent. Consultant shall have no authority, express or implied, pursuant to this Agreement to bind City to any obligation whatsoever. Section 7. LEGAL REQUIREMENTS. 7.1 Governing Law. The laws of the State of California shall govern this Agreement. 7.2 Compliance with Applicable Laws. Consultant and any subcontractors shall comply with all laws applicable to the performance of the work hereunder. 7.3 Other Governmental Regulations. To the extent that this Agreement may be funded by fiscal assistance from another governmental entity, Consultant and any subcontractors shall comply with all applicable rules and regulations to which City is bound by the terms of such fiscal assistance program. Consulting Services Agreement between January 15, 2013 City of Dublin and BW Research Partnership Page 8 of 13 7.4 Licenses and Permits. Consultant represents and warrants to City that Consultant and its employees, agents, and any subcontractors have all licenses, permits, qualifications, and approvals of whatsoever nature that are legally required to practice their respective professions. Consultant represents and warrants to City that Consultant and its employees, agents, any subcontractors shall, at their sole cost and expense, keep in effect at all times during the term of this Agreement any licenses, permits, and approvals that are legally required to practice their respective professions. In addition to the foregoing, Consultant and any subcontractors shall obtain and maintain during the term of this Agreement valid Business Licenses from City. 7.5 Nondiscrimination and Equal Opportunity. Consultant shall not discriminate, on the basis of a person’s race, religion, color, national origin, age, physical or mental handicap or disability, medical condition, marital status, sex, or sexual orientation, against any employee, applicant for employment, subcontractor, bidder for a subcontract, or participant in, recipient of, or applicant for any services or programs provided by Consultant under this Agreement. Consultant shall comply with all applicable federal, state, and local laws, policies, rules, and requirements related to equal opportunity and nondiscrimination in employment, contracting, and the provision of any services that are the subject of this Agreement, including but not limited to the satisfaction of any positive obligations required of Consultant thereby. Consultant shall include the provisions of this Subsection in any subcontract approved by the Contract Administrator or this Agreement. Section 8. TERMINATION AND MODIFICATION. 8.1 Termination. City may cancel this Agreement at any time and without cause upon written notification to Consultant. Consultant may cancel this Agreement upon thirty (30) days’ written notice to City and shall include in such notice the reasons for cancellation. In the event of termination, Consultant shall be entitled to compensation for services performed to the effective date of termination; City, however, may condition payment of such compensation upon Consultant delivering to City any or all documents, photographs, computer software, video and audio tapes, and other materials provided to Consultant or prepared by or for Consultant or the City in connection with this Agreement. 8.2 Extension. City may, in its sole and exclusive discretion, extend the end date of this Agreement beyond that provided for in Subsection 1.1. Any such extension shall require a written amendment to this Agreement, as provided for herein. Consultant understands and agrees that, if City grants such an extension, City shall have no obligation to provide Consultant with compensation beyond the maximum amount provided for in this Agreement. Similarly, unless authorized by the Contract Administrator, City shall have no Consulting Services Agreement between January 15, 2013 City of Dublin and BW Research Partnership Page 9 of 13 obligation to reimburse Consultant for any otherwise reimbursable expenses incurred during the extension period. 8.3 Amendments. The parties may amend this Agreement only by a writing signed by all the parties. 8.4 Assignment and Subcontracting. City and Consultant recognize and agree that this Agreement contemplates personal performance by Consultant and is based upon a determination of Consultant’s unique personal competence, experience, and specialized personal knowledge. Moreover, a substantial inducement to City for entering into this Agreement was and is the professional reputation and competence of Consultant. Consultant may not assign this Agreement or any interest therein without the prior written approval of the Contract Administrator. Consultant shall not subcontract any portion of the performance contemplated and provided for herein, other than to the subcontractors noted in the proposal, without prior written approval of the Contract Administrator. 8.5 Survival. All obligations arising prior to the termination of this Agreement and all provisions of this Agreement allocating liability between City and Consultant shall survive the termination of this Agreement. 8.6 Options upon Breach by Consultant. If Consultant materially breaches any of the terms of this Agreement, City’s remedies shall included, but not be limited to, the following: 8.6.1 Immediately terminate the Agreement; 8.6.2 Retain the plans, specifications, drawings, reports, design documents, and any other work product prepared by Consultant pursuant to this Agreement; 8.6.3 Retain a different consultant to complete the work described in Exhibit A not finished by Consultant; or 8.6.4 Charge Consultant the difference between the cost to complete the work described in Exhibit A that is unfinished at the time of breach and the amount that City would have paid Consultant pursuant to Section 2 if Consultant had completed the work. Section 9. KEEPING AND STATUS OF RECORDS. 9.1 Records Created as Part of Consultant’s Performance. All reports, data, maps, models, charts, studies, surveys, photographs, memoranda, plans, studies, specifications, records, files, or any other documents or materials, in electronic or any other form, that Consultant prepares or obtains pursuant to this Agreement and that relate to the matters covered hereunder shall be the property of the City. Consultant hereby agrees to deliver those documents to the City upon termination of the Agreement. It is understood and agreed that the documents and other materials, including but not limited to those described Consulting Services Agreement between January 15, 2013 City of Dublin and BW Research Partnership Page 10 of 13 above, prepared pursuant to this Agreement are prepared specifically for the City and are not necessarily suitable for any future or other use. City and Consultant agree that, until final approval by City, all data, plans, specifications, reports and other documents are confidential and will not be released to third parties without prior written consent of both parties. 9.2 Consultant’s Books and Records. Consultant shall maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, and other records or documents evidencing or relating to charges for services or expenditures and disbursements charged to the City under this Agreement for a minimum of three (3) years, or for any longer period required by law, from the date of final payment to the Consultant to this Agreement. 9.3 Inspection and Audit of Records. Any records or documents that Section 9.2 of this Agreement requires Consultant to maintain shall be made available for inspection, audit, and/or copying at any time during regular business hours, upon oral or written request of the City. Under California Government Code Section 8546.7, if the amount of public funds expended under this Agreement exceeds TEN THOUSAND DOLLARS ($10,000.00), the Agreement shall be subject to the examination and audit of the State Auditor, at the request of City or as part of any audit of the City, for a period of three (3) years after final payment under the Agreement. Section 10 MISCELLANEOUS PROVISIONS. 10.1 Attorneys’ Fees. If a party to this Agreement brings any action, including an action for declaratory relief, to enforce or interpret the provision of this Agreement, the prevailing party shall be entitled to reasonable attorneys’ fees in addition to any other relief to which that party may be entitled. The court may set such fees in the same action or in a separate action brought for that purpose. 10.2 Venue. In the event that either party brings any action against the other under this Agreement, the parties agree that trial of such action shall be vested exclusively in the state courts of California in the County of Alameda or in the United States District Court for the Northern District of California. 10.3 Severability. If a court of competent jurisdiction finds or rules that any provision of this Agreement is invalid, void, or unenforceable, the provisions of this Agreement not so adjudged shall remain in full force and effect. The invalidity in whole or in part of any provision of this Agreement shall not void or affect the validity of any other provision of this Agreement. 10.4 No Implied Waiver of Breach. The waiver of any breach of a specific provision of this Agreement does not constitute a waiver of any other breach of that term or any other term of this Agreement. Consulting Services Agreement between January 15, 2013 City of Dublin and BW Research Partnership Page 11 of 13 10.5 Successors and Assigns. The provisions of this Agreement shall inure to the benefit of and shall apply to and bind the successors and assigns of the parties. 10.6 Use of Recycled Products. Consultant shall prepare and submit all reports, written studies and other printed material on recycled paper to the extent it is available at equal or less cost than virgin paper. 10.7 Conflict of Interest. Consultant may serve other clients, but none whose activities within the corporate limits of City or whose business, regardless of location, would place Consultant in a “conflict of interest,” as that term is defined in the Political Reform Act, codified at California Government Code Section 81000 et seq. Consultant shall not employ any City official in the work performed pursuant to this Agreement. No officer or employee of City shall have any financial interest in this Agreement that would violate California Government Code Sections 1090 et seq. Consultant hereby warrants that it is not now, nor has it been in the previous twelve (12) months, an employee, agent, appointee, or official of the City. If Consultant was an employee, agent, appointee, or official of the City in the previous twelve months, Consultant warrants that it did not participate in any manner in the forming of this Agreement. Consultant understands that, if this Agreement is made in violation of Government Code §1090 et.seq., the entire Agreement is void and Consultant will not be entitled to any compensation for services performed pursuant to this Agreement, including reimbursement of expenses, and Consultant will be required to reimburse the City for any sums paid to the Consultant. Consultant understands that, in addition to the foregoing, it may be subject to criminal prosecution for a violation of Government Code § 1090 and, if applicable, will be disqualified from holding public office in the State of California. 10.8 Solicitation. Consultant agrees not to solicit business at any meeting, focus group, or interview related to this Agreement, either orally or through any written materials. 10.9 Contract Administration. This Agreement shall be administered by Ann Mottola, Heritage and Cultural Arts Manager("Contract Administrator"). All correspondence shall be directed to or through the Contract Administrator or his or her designee. 10.10 Notices. Any written notice to Consultant shall be sent to: Josh A. Williams President, BW Research Partnership, Inc. 2725 Jefferson Street, Suite 13 Carlsbad, CA 92008 Any written notice to City shall be sent to: Joni Pattillo, City Manager City of Dublin 100 Civic Plaza Consulting Services Agreement between January 15, 2013 City of Dublin and BW Research Partnership Page 12 of 13 Dublin, CA 94568 10.11 Integration. This Agreement, including the scope of work attached hereto and incorporated herein as Exhibit A, represents the entire and integrated agreement between City and Consultant and supersedes all prior negotiations, representations, or agreements, either written or oral. CITY OF DUBLIN CONSULTANT ____________________________ ______________________________ Joni Patillo, City Manager Josh W. Williams Attest: ____________________________ Caroline Soto, City Clerk Approved as to Form: ____________________________ John Bakker, City Attorney J:\wpd\Mnrsw\114\001\Forms\standard consultant agreement.doc Consulting Services Agreement between January 15, 2013 City of Dublin and BW Research Partnership Page 13 of 13 EXHIBIT A SCOPE OF SERVICES . J:\wpd\Mnrsw\114\001\Forms\standard consultant services agreement.doc onsulting Services Agreement between January 15, 2013 City of Dublin and BW Research Partnership Exhibit A Page 1 of 1 Consulting Services Agreement between [DATE] City of Dublin and ______________--Exhibit B Page 1 of 1 Proposal to Develop a Parks and Community Services Marketing Plan 2725JeffersonStreet,Suite13 Revised and Presented to the City Carlsbad,CA92008 of Dublin 50MillPondDrive Wrentham,MA02093 January 3, 2013 P(760)7309325 F(888)4579598 bwresearch.com twitter.com/BW_Research facebook.com/bwresearch Parks and Community Services Marketing Plan: Proposal Presented to the City of Dublin TC ABLE OF ONTENTS Cover Letter ....................................................... 1 Scope of Work.................................................... 3 Phase 1: Kick-Off and Data Gathering for the Audience Demographi Phase 2: Quantitative Survey ................................... Phase 3: Evaluation of Current Marketing Tools ................. Phase 4: Marketing and Promotions Plan: Primary & Secondary Targ Qualifications.................................................... 10 Project Team ................................................... Timeline............................................................ 17 Budget .............................................................. 19 References ....................................................... 21 City of Solana Beach, California ............................... City of San José, California ................................... City of San Diego ................................................................ Town of Danville, California ................................... City of Springfield, Oregon .................................... County of Tulare, California ................................... Centralina Council of Governments, North Carolina .............. City of Cleveland and Cuyahoga County, Ohio .................... i Parks and Community Services Marketing Plan: Proposal Presented to the City of Dublin CL OVERETTER BW Research Partnership, Inc. (BW Research) is excited to presen City of Dublin to conduct its Parks and Community Services Marke Research is a full-service research and consulting firm speciali customer, and stakeholder research for public entities and is te Marketing, a long-time partner of BW Research, an insightful ful communications consulting firm specializing in developing market and plans for a wide range of clients. BW Research has brought t exceptional consultants with complementary areas of expertise to solution for this project. As a small firm with a cadre of exper can offer big-firm experience with the access to principals and boutique firm. Along with Full Capacity Marketing, BW Research will subcontract Group (telephone data collection) to create the project team. BW assembled this specific team because of each member's unique yet sets. As a result, the BW Research Team will achieve all of the exceed expectations with regard to its deliverables and recommen The BW Research Team has a long history of providing accurate, t information to help its clients make informed decisions with dat ability to connect the dots, meet tight deadlines, and engage a stakeholders has been repeatedly commended by our partners at th local levels. The BW Research TeamÓs depth of experience and expertise makes u qualified to conduct DublinÓs Parks and Community Services Plan, Extensive experience designing and administering market research studies for clients that yield reliable and objective results and inform on- marketing, and communication strategies; Specific experience conducting parks and recreation market research and marketing plans for cities including work for the cities of San Jose, Portland, San Diego; An understanding of the changing environment for gathering reli from residents, customers, and stakeholders and devising a research plan to maximize participation and gather feedback from those who are ty less likely to be involved in a survey process; Experience completing research in surrounding cities and in the Greater East Bay Area. BW Research worked with the Town of Danville in 2007 and is cu working with them again and has also worked with the Town of Laf conducted regional research projects in the Greater East Bay com Skilled at implementing mixed-method research projects incorporating both quantitative and qualitative research methods that result in high cooperation 1 Parks and Community Services Marketing Plan: Proposal Presented to the City of Dublin rates and designing sampling plans that ensure representative an results; Applied expertise evaluating current marketing tools and designi successful brand messaging, positioning, and strategy campaigns that build awareness and improve market penetration; Proven experience providing analysis and actionable conclusions and recommendations that empower our clients based on the research findings. BW ResearchÓs studies have helped to support higher levels of resid satisfaction and the development of more effective marketing cam The proposed scope of work for this study is built upon methodol developed and improved over the last ten years, but is also dyna of the project allows us to adapt as we apply the findings of ea successive component in the project. The project scope also allo opportunity to start broad in its goals and plans and become mor more about the key customer segments within the community. The BW Research Team has a thorough understanding of the goals o are excited to put our experience and passion for research to wo Should you have any questions or need additional information, pl directly at (760) 730-9329 or jwilliams@bwresearch.com. As Co-Founder and President, I am authorized to contractually bind the firm. Best, Josh Williams, President - BW Research Partnership, Inc. 2 Parks and Community Services Marketing Plan: Proposal Presented to the City of Dublin SW COPE OF ORK PHASE 1: KICK-OFF AND DATA GATHERING FOR THE AUDIENCE DEMOGRAPHIC ASSESSMENT Prior to beginning the project, BW Research and FCM will meet wi representatives in-person to go over the research objectives for the content for the survey and marketing and promotions plan. Du BW Research Team kick-off meeting, will review the previous rese City and any other relevant documents to help inform the current BW Research believes in empowering its clients with information and qualitative research to better serve their customers and com are the research experts, we recognize that our clients are the their community. As such, we will look to city staff to help inf discussion guide content by working with us to refine the resear study during our initial kick-off meeting. A key component in this first phase of the study, BW Research will complete up to 10 executive interviews with stakeholders and target customers to help provide context the audience demographic assessment. The purpose of the intervie perceptions and attitudes regarding the Department and the resou services provided by the three divisions, Heritage & Cultural Ar Community Services, and the Parks & Facilities Development. This stakeholders and target customers will be a critical tool in dev survey instrument, getting buy-in from key decision makers early target audiences are identified and profiled within the first ph secondary research assessment will provide demographic and quant the key customer segments while the executive interviews will pr qualitative descriptions of key audiences and customers within t potential barriers that will be tested in the survey. A comprehensive secondary research process will be undertaken to audience demographic assessment and key target segments profile. The thorough analysis of existing demographic data will include sources such Census, American Community Survey, and EMSI population data. The Team will work with DublinÓs project management team to define t Community Services DepartmentÓs target audiences and evaluate an program use and participation by various target groups. This ana and profile key current customer segments and underdeveloped pot segments as well as our expectations of growth and change over t The analysis of the CityÓs target customer demographics will als development of the sampling plan for the quantitative survey. Another key component in the initial phase of the research is th purpose of the site visit is to develop a more complete understanding of the resources, facilities, and programs available to DublinÓs Parks and Communi The site visit will also be used to assess how the current marke 3 Parks and Community Services Marketing Plan: Proposal Presented to the City of Dublin revised and developed based on the available capacity at the fac offered by DublinÓs Parks and Community Services Department. Deliverable: A memo describing the demographic profile of Dublin and more i its key customer segments for the Parks and Community Services D memo will also include the key findings and analyses that were d executive interviews and the site visit. Lastly, the memo will recommendations for the sampling plan and survey instrument in t project. Total Cost Phase 1: $11,905 PHASE 2: QUANTITATIVE SURVEY For the second phase of the project, BW Research recommends a mi quantitative telephone survey of 400 or 600 residents that utili phone calling. The results of the quantitative survey will be us audience demographic assessment from Phase 1 and identify potent alignment by assessing current and potential customersÓ opinions expectations, and barriers. The survey will also provide a valua communications usage and preferences as well as a measure of cur resources, facilities and programs by the Parks and Community Se Questionnaire Design Through an iterative process, BW Research will work with the Cit survey instrument that meets all the research objectives of the BW Research are experts in designing surveys and writing unbiase easily understood by respondents yet provide the maximum level o In developing the instrument, BW Research will utilize technique biases in survey research and minimize potential sources of meas the survey. Sampling Method For the sampling plan, BW Research has extensive experience deve representative samples based on the research objectives and targ study. For this study, the research team proposes conducting a s representative telephone survey of 400 or 600 residents that inc and listed samples and land line and cell phone calling. The sam be to utilize a mixed-method sampling plan that incorporates bot (RDD) methodology (listed and unlisted land line and now cellula sample of residents (listed land line and cell phone numbers) kn City or known to be a cell phone number and provide an online su would prefer to complete online rather than over the phone. The RDD methodology is based on the concept that all residents w cellular telephone have an equal probability of being called and the survey. The cellular RDD is based off the billing address of and thereby includes numbers regardless of their area code or pr 4 Parks and Community Services Marketing Plan: Proposal Presented to the City of Dublin supplements the RDD methodology and includes both land lines and allow for targeted calling to demographic groups of residents ty in traditional telephone survey research (such as residents 18-3 mixed-method approach will keep the overall project costs low wh representative sample of residents. 1 With a total adult population of approximately 34,541, Dublin is a diverse community with sizeable segments in the following demographic groups; Asian community (over 25% of the total population), Young adult community (over 25% of the total population between 20 and 34), Older adult community (over 10% of the total population 60 year and Hispanic or Latino community (over 10% of the total population) BW Research recommends a sample size between 400 and 600 complet The sample size of 400 provides a margin of error of +/-4.87%, g of confidence. Meaning 19 times out of 20 the survey results wil what they would be if every adult in Dublin answered a given que of 600 provides an overall margin of error of +/- 3.97%, given a confidence, but more importantly provides greater reliability wh populations within the community, such as residents 50 years and one of the CityÓs parks in the last 30 days. If the focus of the profile, we would recommend the sample size of 400. If the City delving into and reliably profiling certain target segments, BW recommend the larger sample size of 600. BW Research would be happy to discuss the methodological nuances costs and benefits of different approaches in further detail dur or kick-off meeting for the project. Data Collection BW Research will team with IHR Research Group for telephone data on this project. The principals at BW Research have worked with on more than 250 telephone surveys. IHR has highly trained inter supervisors and consistently follows sophisticated sampling plan edge of innovative sampling techniques to overcome the inherent telephone interviewing. IHR is an active member in the Marketing (MRA) and follows their code of marketing research standards as standards and ethics set forth by the Council of American Survey Organizations (CASRO). Overall, the advantages of a telephone survey over a mail survey 1 Source: 2007 to 2011 American Community Survey 5-Year Estimate 5 Parks and Community Services Marketing Plan: Proposal Presented to the City of Dublin the time needed for data collection is much shorter than for ma it almost always has a higher response and cooperation rate tha we can minimize self-selection biases by monitoring the demogra respondents who complete the survey and implementing techniques representativeness of the various demographic groups in the City we can administer a more advanced survey instrument, with skip randomization to minimize position bias. IHR does not use predictive dialers, which are computers that ma in a delay from the time the respondent answers and says ÐHelloÑ interviewer gets on the line. By not using predictive dialers, I respondents hang up or get frustrated and refuse to speak with t higher cooperation rate than can be achieved by most telephone d In addition to the on-going training they receive as IHR Researc interviewing staff assigned to the project will be involved in a training and briefing session. BW Research will be involved in t with IHR Research supervisors, to train all interviewing staff o project before going into the field. BW Research will pre-test the survey instrument to ensure that a questions are easily understood by respondents. IHR Research uti monitoring system to allow BW Research and IHR Research supervis interviews during pre-testing so that any necessary changes can efficiently. The pre-test also allows us to test the effectivene in gaining participation and maximizing the response rate for th Interviews will be conducted from 5:00 pm to 9:00 pm Monday thro 10:00 am to 2:00 pm on Saturday and Sunday to ensure that reside who are not at home during the week have an opportunity to parti does not recommend calling any earlier than 5:00 on weekdays to representativeness of results. Residents that are home all day Î not work or are retired but do not participate in activities out very different sub-group that should not be targeted in a repres Throughout data collection, four to five callbacks will be made BW Research will be in contact with IHR Research on a daily basi interviewer training and survey pre-test and receiving updates o basis to monitor the demographics and geographic distribution of complete the survey. Language Translation and Interviewing If requested, BW Research can translate the survey and conduct i languages other than English. According to the five-year (2007 t Community Survey estimate, 10.5 percent of DublinÓs population s than Ðvery well.Ñ Based on Census figures, Asian and Pacific Isl a little over half of the population that speaks English less th 6 Parks and Community Services Marketing Plan: Proposal Presented to the City of Dublin Indo-European languages and Spanish. BW Research would be happy pros and cons of translating the survey and conducting interview than English, such as Cantonese, Mandarin, or Spanish during the kick-off meeting for the project. The additional scope would inc $1,000 to $3,000 dollars depending on the language and the exten we would need to complete to get a relevant sample size of lingu respondents. Data Processing, Analysis, and Written Report The team at BW Research is comprised of experts in the field wit processing and analysis. We hold ourselves to extremely high qua and evaluate each project individually to find the best way to p Research will check all data for accuracy and completeness prior analysis. We will also code any verbatim, qualitative responses enhance the analysis. BW Research will examine the demographic characteristics of resp universe of residents 18 years and older from the latest Census Decennial or American Community Survey) prior to conducting any will allow BW Research to assess whether the data should be weig accurately represent the universe of residents and increase the results. Collecting demographic information at the end of the survey from us the ability to look at cross-tabulations of the data for ever whether differences exist among specific sub-groups of residents such as by presence of children in the household, length of resi ethnicity. Topline Report and Meeting Within one week of completing data collection, BW Research will Dublin with a preliminary topline report of the results, which i summary of the survey data. BW Research will also meet with the discuss the initial findings and any specific requests for the c report. Market Research Report Î Audience Demographic Assessment & Surve The team at BW Research strives to provide our clients with reli actionable results. We spend considerable time interpreting the the research findings into meaningful conclusions and recommenda research objectives of the study. We believe it is our job to co readers and the City of Dublin representatives who need to take of the study. BW Research is committed to producing research products that: Are concise and focused on applying the research; 7 Parks and Community Services Marketing Plan: Proposal Presented to the City of Dublin Are produced for the appropriate audience; Are visually appealing and easy to view on the web; Empower staff and officials to have ongoing use of their data. BW Research prides itself on selecting the most appropriate meth results of the study. We choose the best combination of narrativ displays, and tables to highlight the results. BW Research striv information in our reports that illustrates a point or shows a f objectives. We will not include crosstabulation tables in a repo report. We only include charts and tables that tell a story or w relevant to the research objectives emerged. The report will inc audience demographic assessment and the survey results. Deliverables: Survey instrument, topline report, and market research report. deliverables would build upon the first two phases of the projec and qualitative assessment of residents and key customer segment foundation for the third and fourth phases of the study includin profile and identified barriers and obstacles for any marketing Total Cost Phase 2: $17,600 PHASE 3: EVALUATION OF CURRENT MARKETING TOOLS FCM will conduct a comprehensive communications audit to evaluat and communications tools, to determine the quality and value of objectives and goals. The audit consists of the following elemen An inventory of all collateral materials, website(s), social me eMarketing tools. An evaluation of all messaging to determine if communication pl to engage target audiences. An analysis of new and current customer awareness methods. A baseline search engine optimization assessment of the organiz website(s) using key word searches to determine organic search e rankings. Review of web analytics compared to benchmark data. Social media accounts including branding/skin, type and quality engagement results, and engagement ratios. Social media management tools and data. eMarketing methods including messaging, frequency, open rates, conversions to calls to actions. Profile of opt-in registrants. 8 Parks and Community Services Marketing Plan: Proposal Presented to the City of Dublin Optional: mystery shopping to determine staff ability to engage customers, and other internal departmentÓs ability to refer appr Deliverable: Communications audit Î This audit will provide a comprehensive assessment of how the Department is communicating with the resid also the connectivity with specific key customer groups. The aud opportunities for improving marketing and communications to resi customer segments. The audit will also identify key metrics that from the first three phases of the study, to guide marketing and decisions today and in the future as city resident and customer Total Cost Phase 3: $12,715 PHASE 4: MARKETING AND PROMOTIONS PLAN: PRIMARY & SECONDARY TARGETS - SCP FCM will conduct a strategy session with the Department Manageme the results of the Communications Audit, and establish clearly d audiences, and market segments. Current internal processes for m communications, and outreach would be identified, along with a d would use the market research results from the initial project p results to available benchmark data, to develop a comprehensive plan would include the following elements: 1) Overall objectives and goals with identified targets and metr 2) Identified target audiences and market segments. 3) Key messages for each target audience to include specific, me action and value propositions for engagement. 4) Communication mediums to reach target audiences based on comm preferences as identified in the market research phase. These el include social media, mobile marketing, eMarketing, partnership other internal departments or outside organizations, collateral buys, and/or public relations. 5) Tactical execution plan with key action steps and timelines. FCM will conduct a strategy session to review the marketing plan Management team and refine based on customer feedback. Upon plan FCM will work with the Department Management team to develop a Ð training to engage key stakeholders outlined in the marketing pl activities. Deliverable: Marketing and promotions plan, training, and timeline. The fin will encapsulate the findings from all four phases of the study step directions for a marketing and promotions plan for the Depa Total Cost Phase 4: $14,780 9 Parks and Community Services Marketing Plan: Proposal Presented to the City of Dublin Q UALIFICATIONS BW Research Partnership, Inc. (BW Research) has brought together exceptional consultants with complementary areas of expertise to solution for the study. As a small firm with a cadre of expert c can offer big-firm experience with the access to principals and boutique firm. BW Research will serve as the prime consultant on the project an Full Capacity Marketing, Inc. (FCM), and IHR Research Group to c team. BW Research has assembled this specific team because of ea unique yet complementary skill sets. As a result, the BW Researc of the projectÓs objectives and exceed expectations with regard BW Research is a full-service research firm specializing in publ non-profit organizations, government agencies, and corporations answers to empower effective decision making. We provide researc secondary research, qualitative research (e.g., focus groups, st and quantitative research (e.g., telephone, mail, and web survey Research is a small business (certified through the State of Cal General Services) with offices in Carlsbad, California and Wrent BW ResearchÓs principals each have over ten years experience dev resident public opinion, customer, and stakeholder research. Incorporated in 2003, FCM is a national woman-owned California c offices in San Diego, California and Washington, D.C. FCM recent consecutive International Davey Award which recognizes outstandi communications work among small, global firms. FCM is a change a organizations use private sector principles as a catalyst to bui strategic partnerships. The end result has garnered FCMÓs custom in additional funding, and put FCM on the radar screen as a bran state, and local government agencies. FCM is a Woman Business En Owned Small Business/Economically Disadvantaged Woman-Owned Smal Small Local Business Enterprise, Small Business Enterprise/Micro and Disadvantaged Business Enterprise. IHR Research Group was founded in 1976 and specializes in high q telephone data collection and related support services at a reas Research Group currently maintains two officesÏone in Southern C Las Vegas, Nevada. IHR maintains approximately 150 interviewing a staff of more than 300 interviewers, including a staff of bili Interviewers represent a wide range of ages and cultural backgro equal opportunity employer. The BW Research TeamÓs depth of experience covers all the key ar successful project: Extensive experience designing and administering market research studies for clients that yield reliable and objective results and inform on- marketing, and communication strategies; 10 Parks and Community Services Marketing Plan: Proposal Presented to the City of Dublin Specific experience conducting parks and recreation market research and marketing plans for cities including work for the cities of San Jose, Portland, San Diego; An understanding of the changing environment for gathering reli from residents, customers, and stakeholders and devising a research plan to maximize participation and gather feedback from those who are ty less likely to be involved in a survey process; Experience completing research in surrounding cities and in the Greater East Bay Area. BW Research worked with the Town of Danville in 2007 and is cu working with them again and has also worked with the Town of Laf conducted regional research projects in the Greater East Bay com Skilled at implementing mixed-method research projects incorporating both quantitative and qualitative research methods that result in high cooperation rates and designing sampling plans that ensure representative an results; Applied expertise evaluating current marketing tools and designi successful brand messaging, positioning, and strategy campaigns that build awareness and improve market penetration; Proven experience providing analysis and actionable conclusions and recommendations that empower our clients based on the research findings. BW ResearchÓs studies have helped to support higher levels of resid satisfaction and the development of more effective marketing cam PROJECT TEAM The project team that BW Research is proposing for the City of D and dynamic. The BW Research Team has the applied experience of organization with the level of customer service that is more oft boutique consulting firm. The BW Research Team is committed to t work collaboratively with the City of Dublin on all aspects of t BW Research Josh Williams Î President, BW Research Î Project Manager As Co-Founder and Principal Researcher at BW Research Partnershi responsible for the firmÓs resident opinion research, workforce development research, and voter and political feasibility studie and directing the day to day operations of the firm. Mr. WilliamsÓ work has included numerous resident research proje agencies, including parks and recreation studies, city satisfact planning, public safety research, transportation studies, and co including product testing and market sizing. 11 Parks and Community Services Marketing Plan: Proposal Presented to the City of Dublin Prior to founding BW Research, Mr. Williams was Director of Rese coast-based research firm. While there, Mr. Williams directed or research projects over a six-year period with an aggregate budge dollars. With a passion and deep understanding of resident and economic d research, Mr. Williams has been a keynote speaker on resident an development research topics at several conferences and summits, lecturer at different universities on applied research methods. Mr. Williams is well-versed in a wide array of sophisticated qua analyze data and, more importantly, provide clear directions for research findings. Mr. Williams received his B.A. in Internation George Washington University and his M.A. in Economics from Cali University, Long Beach. Mr. Williams also teaches economics on o College and serves as Vice President of the Executive Board for Community Services. Philip Jordan Î Vice President, BW Research Philip Jordan is the Vice President and Principal of BW Research adept project manager and analytical problem-solver, employing m identify issues and solutions for clients. For his public sector often require secondary data and extensive qualitative research. communication skills and is an expert at presenting complex info of audiences. Prior to founding Green LMI in 2009 (and merging with BW Researc Jordan was the Director of the San Diego and Imperial Region Cen where he provided training and skill gap analysis to the nine co region. His research focused primarily on economic and workforce managing the Center, Mr. Jordan was a consultant for Mass Insigh firm in Boston, Massachusetts focused on international competiti and voter research, and was an Associate at Bingham McCutchen wh real estate, environmental, and aviation law. Philip is a publis lecturer at San Diego State University. Jaime Lynn Barrah Î Director of Research, BW Research As Co-Founder and Principal Researcher at BW Research Partnershi Barrah specializes in research methodology, data analysis, inter development of clear and concise research deliverables. Ms. Barr providing clients with the information needed to answer question efforts, and improve their communities through high quality rese deliverables. Prior to founding BW Research, Ms. Barrah worked as the Associat at the same west coast-based research firm where Mr. Williams wa there, Ms. Barrah directly managed over 150 research projects du tenure, including design, management, analysis, and presentation 12 Parks and Community Services Marketing Plan: Proposal Presented to the City of Dublin BarrahÓs work includes projects for cities, counties, libraries, districts, transportation agencies, school districts, universiti workforce development agencies, financial institutions, corporat consultants. Ms. Barrah is also an experienced institutional researcher who s working in the California community college system. A published received her B.A. in Psychology from the University of Californi in Industrial and Organizational Psychology from California Stat Bernardino. Veronica Williams Î Chief Technology Officer, BW Research As Co-Founder and Chief Technology Officer at BW Research, Veron responsible for designing, developing, and maintaining the firmÓ including Internet surveys, relational databases, and dynamic we Williams is also responsible for all graphic design work that th deliverables, surveys, or communication pieces. Ms. Williams specializes in developing both the front-end user i of scalable and reliable web applications. In the last twelve mo programmed over 10 web surveys and developed an interactive tool results. Prior to founding BW Research, Ms. Williams worked as the senior BAX Global, where she supervised the web applications team and e international websites and data retrieval systems were working a Williams has also been the lead developer on several application to provide data to different audiences. Ryan Young Î Research Analyst, BW Research As a Research Analyst at BW Research, Mr. Young supports the fir resident and customer research, workforce and economic developme market research. Prior to joining BW Research, Mr. Young worked as a Project Cont Forest Service/PNW Research Station and Higher Education Policy Research Assistant, and Graduate Teaching Assistant/Instructor f University System. Mr. Young received his B.A. in Psychology from Chapman Universit Public Policy from Oregon State University. Full Capacity Marketing Celina Shands Gradijan Î President/CEO, Full Capacity Marketing FCM is led by Celina Shands Gradijan, a former American Marketin Marketer of the Year and a two-time Women Who Mean Business fina B.S in Business and Marketing and has over 25 years experience a 13 Parks and Community Services Marketing Plan: Proposal Presented to the City of Dublin facilitator. Her private sector experience with Fortune 500 comp building systematic approaches in the public sector, finding cre shrinking budgets, and aligning staff around organizational obje is a sought-after keynote speaker and trainer at national and st conferences. Prior to FCM, Celina held multiple executive level communications positions including Levi Strauss, various Califor agencies, and the County of San Diego. She is well versed in all marketing, and communications including brand strategies, market relations, media buying, creative design, advertising, web devel strategic planning, and consensus building and facilitation. Cel television shows and served as editor-at-large for magazines and Michele Killman Î Senior Brand Manager, Full Capacity Marketing Michele is responsible for qualitative and quantitative research planning and brand strategies. SheÓs held multiple executive lev with Apple Computer, Inc., Merchandising Avenue, and Elemental S is a graduate from the University of California, San Diego, and in marketing and communications. She will support FCMÓs presiden solutions and meeting attendance. Donna Ryals Î Senior Account Manager, Full Capacity Marketing Donna is a Cum Laude graduate in Business Administration and Mar Meredith College in Raleigh, NC. For the past twelve years, Donn marketing management positions including California Quivers, Inc Market Intelligence Division and Family Health International. He and implementation of eMarketing campaigns, brand strategies, pu planning, and marketing and communications plans. Donna manages for FCM and ensures that project details are on time and on budg Rebecca Tall Î Senior Account Manager, Full Capacity Marketing Rebecca is a graduate in Business Administration and Marketing f University and the Recipient of the prestigious Presidential Sch.SheÓs held marketing management positions for the past seven years includin City Farmers Nursery in San Diego. RebeccaÓs skill sets include buying, public relations and marketing and communications plans. Microsoft Office Suite: MS Project, MS FrontPage, PageMaker, Ado Acrobat, Photoshop, SPSS Statistical software, Decision Software (Dot Net Nuke), Sugar CRM Systems, PHP editor and is aCEMA Certi Rebecca manages client relationships for FCM and supports the We background in Flash, Php, Dot Net Nuke 4, ASP, SiteStudio. Ivan Freaner Î Creative Design Director, Full Capacity Marketing As FCMÓs Creative Design Director, Ivan has been immersed in the creative field for the past ten years, and has taught digital de Photoshop, Illustrator, and Color Theory for New York University large-scale design projects, eMarketing and advertising campaign 14 Parks and Community Services Marketing Plan: Proposal Presented to the City of Dublin Football League, Hugo Boss, Nordstrom, RightGin, 3G Technologies, American Express, BET - Black Entertainment Television, AIG Insurance (Mé PETCO.com,Mrs.Dash.com, SkyMall.com and St. Yves. IvanÓs creativ specialties include logo identities, brand guidelines, print, en PowerPoints, interactive Websites with eCommerce and social medi campaigns. Ivan is fluent in Spanish and French and is a graduat Arts College in San Diego, CA. Kathy Doucette Î Senior Web Developer, Full Capacity Marketing Kathy is responsible for the development and implementation of F and web applications. She has worked in the high-tech industry f Unisys, Tandem, and Progress Software with client application in and support management. Kathy interfaces with marketing and desi design concept, marketing messages and desired functionality is professional, well performing site. She is proficient in XHTML/C Access, MS SQL, PHP, Dreamweaver, Fireworks, Photoshop, and Flas worked on multiple outreach campaigns developing user-friendly a websites and is experienced in web design, content management sy design, code development, hosting, social networking integration optimization, and database design. Chris Kausel Î Senior Web Developer, Full Capacity Marketing As a classically trained MIT graduate, Chris has over 14 years o expertise. He has served as Sr. UI Analyst and Developer and Web Uptake.com,Ambassadors, LLC and AvantGo. Chris is aclient-facing engineer w strong business acumen and exceptional skills in analysis, devel creative, platforms and software. Chris is proficient in XHTML/C Access, MS SQL, PHP, Dreamweaver, Fireworks, Photoshop, Illustra administration, MySQL administration, CVS and stays current with development tools. He is a seasoned developer with LAMP / CakePH JavaScript / Prototype / script.aculo.us, Flash / ActionScript. creative side of the house with extensive graphics and illustrat sprite development and icons, AV editing (photo editing w/Photos w/Final Cut, audio mixing/mastering w/Logic Pro), and copy writi IHR Research Group Lynn Stalone Î Partner, IHR Research Group Ms. Stalone joined IHR Research Group in 1980 and was named part more than 25 years experience in the marketing research industry involved in all aspects of marketing research including qualitat experimental methodologies. For the past 15 years, Lynn has mana services and client liaison for the firm, as well as the day-to- collection and support services division. Ms. Stalone attended C Fullerton with a double major of Biology and Marketing and has c with annual courses in various areas of the field. 15 Parks and Community Services Marketing Plan: Proposal Presented to the City of Dublin Ms. Stalone is an active participant in the research community. positions in the Marketing Research Association, including Chapt Southern California and volunteers on several task force groups. AAPOR, MRA and AMA. Ms. Stalone has been awarded the Professiona Certification (PRC), Expert Level by the MRA. Telephone Interviewing Staff, IHR Research Group IHR Research Group employs a permanent staff of market research interviewing staff is specifically trained in market research da substantial investment in training before new interviewers begin and throughout their employment with the firm. Interviewer candi screened for phone manner, clarity of voice, vocabulary, and com aptitude. Once hired, interviewers are trained extensively, incl for the staff which focus on topics such as probing techniques, answers verbatim, controlling difficult interview situations, et wide range of ages and cultural backgrounds, including a large n English-Spanish. IHR is an equal opportunity employer. Unlike ma collection firms, IHR does not use temporary staffing agencies f 16 Parks and Community Services Marketing Plan: Proposal Presented to the City of Dublin T IMELINE Below is our estimated timeline for the project. Based on the in RFP, the BW Research Team estimates it will take approximately f complete the entire project. For illustration purposes, we have of Tuesday, January 22, 2012 and have provided the City with one time to review each of the deliverables. The BW Research Team is final version of the marketing plan will be ready for adoption b 18, 2013. Our confidence comes from completing numerous projects aggressive schedules than the one proposed. Please feel free to commitment to project timelines with our clients. Project Task Estimated Dates Phase 1: Demographic Assessment Project Kick-Off Meeting January 22 Review of Background Research and Population Demographics Januar Data Gathering for Audience Demographic Assessment January 28 Î Recruit and Schedule Executive Interview Participants January 28 Develop Discussion Guide for Executive Interviews January 28 Î F Site Visit (One Day in the Following Window) Feb 1 Î Feb 8 City Review of Discussion Guide Feb 1 Î Feb 7 Revisions, if needed, to Finalize Discussion Guide Feb 7 Î Feb 8 Conduct up to 10 Executive Interviews by Phone Feb 11 Î 15 Deliver Memo from Phase 1 to City Feb. 20 Phase 2: Quantitative Survey Develop Sampling Plan for the Survey Feb 15 - 19 Develop Survey Draft Feb 15 - 19 City Review of Draft Survey Feb 20 - 26 Revisions, if needed, to Finalize Survey Content Feb 26 - 27 Program and Pre-test the Survey Feb 27 - 28 Revisions, if needed, based on Pre-Test Mar 1 - 4 Conduct 400 Telephone Interviews with Residents Mar 4 - 12 Compile, Process, and Analyze the Survey Data Mar 12 - 14 Prepare an Initial Question-by-Question Summary of the Survey Re Phone Meeting with City to Discuss Findings Mar 18 - 22 Develop Market Research Report of Findings Mar 18 - 27 City Review of Report Mar 28 Î Apr 3 Revisions, if needed, to Finalize Report Apr 3 Î 4 Deliver Market Research Report to City Apr 5 Phase 3: Communications Audit Initial Online Meeting with Project Team - Preparation and Meeti Finalize Timeline for Phases 3 and 4 and Communication Processes Conduct Communications Audit Mar 20 Î Apr 5 Review of All Collaterals & Messaging Across All Mediums Website Review and SEO Baseline Analysis & Analytics Review of Social Media Accounts eMarketing & Technology Assessment Analysis & Report Apr 8 - 19 Analysis & Report Draft 1 City Review of Report Apr 19 Î Apr 25 Revisions, If Needed, to Finalize Report Apr 25 - 26 Deliver Analysis & Report to City Apr 29 17 Parks and Community Services Marketing Plan: Proposal Presented to the City of Dublin Phase 4: Marketing and Promotions Plan Marketing & Tactical Execution Plan with Metrics Apr 29 Î May 17 Draft 1 Marcomm Plan City Review of Plan May 9 Î May 15 Revisions, If Needed, to Finalize Plan May 15 - 16 Deliver Plan to City May 17 Presentation from All Four Phases: Present Plan and Key Findings to Management Team May 20 -31 Presentation of Plan and Refinements Development of Live Your Brand Training Materials May 20 -31 Training Development Review Training Materials with Management Team & Refine Prepare and Facilitate Training Presentation of Results Î All Other Audiences TBD Remain Available to Answer Questions Related to the Research Ong 18 Parks and Community Services Marketing Plan: Proposal Presented to the City of Dublin B UDGET Below is our fixed-fee to complete the entire project. BW Resear of Dublin with the costs associated with conducting the Parks an Marketing Plan Project. The fixed-fee estimate includes up to si presentations and a quantitative telephone survey up to 15 minut as the project parameters do not change from those proposed (e.g length of survey, method of data collection), the costs will not spends more hours on the project than originally estimated. TasksCost Phase 1 - Demographic Assessment Project Kick-Off Meeting$750 Data Gathering for Target Segment Demographic Assessment$2,250 Recruit and Schedule Executive Interview Participants$930 Develop Discussion Guide for Executive Interviews$1,500 Site Visit Preparation and Completion$925 Conduct up to 10 Executive Interviews by Phone$1,350 Produce Memo from Phase 1 & Project Analysis$1,950 Travel to Onsite$1,500 Phase 1 Project Management$750 Phase 1 - Not to Exceed11,905$ TasksCost Phase 2 - Quantitative Survey Develop Sampling Plan & Survey Instrument$1,750 Programming Survey$975 Pre-testing, Training, & Monitoring for Telephone Survey$750 Conduct 400 Telephone Interviews with Residents$9,500 Compile, Process, and Analyze Survey Data with Toplines & Cross- Prepare Initial Report of Findings$2,750 Phase 2 Project Management$750 Phase 2 - Not to Exceed17,600$ TasksCost Phase 3 - Communications Audit Communication Audit Preparation and Meeting$350 Finalize Timeline & Processes$375 Review of All Collaterals & Messaging Across All Mediums$2,000 Website Review and SEO Baseline Analysis & Analytics$1,760 Review of Social Media Accounts$1,320 eMarketing & Technology Assessment$660 Analysis & Communications Audit Report Draft 1$2,000 Final Report & Onsite Meeting$2,100 Travel to Onsite$900 Phase 3 Project Management$1,250 Phase 3 - Not to Exceed12,715$ 19 Parks and Community Services Marketing Plan: Proposal Presented to the City of Dublin TasksCost Phase 4: Marketing Plan & Staff Training Marketing & Tactical Execution Plan with Metrics$3,720 Review Draft and Finalize$2,800 Presentation of Plan with Refinements$2,100 Training Development$1,760 Review Training Materials with Management Team & Refine$350 Prepare and Facilitate Training$2,100 Travel to Onsite$700 Phase 4 Project Management$1,250 Phase 4: Not to Exceed14,780$ Phases 1 - 4 $57,000 20 Parks and Community Services Marketing Plan: Proposal Presented to the City of Dublin R EFERENCES BW Research has designed and conducted over 300 research studies and not-for-profit agencies. Our team has a thorough understandi study and its principals have direct experience conducting simil agencies. We suggest that you contact any of our previous or cur better assessment of the quality of our work and our commitment deliverables. Although the references below provide a sense for of our experience, we will be happy to provide dozens of additio CITY OF SOLANA BEACH, CALIFORNIA Project: Market Research and Marketing and Communications Plan Contact: Dave Ott, City Manager, (858) 720-2431 Project Description: The City of Solana Beach worked with BW Res Capacity Marketing to survey Solana Beach residents and merchant Solana Beach FirstÑ Campaign. The resident survey was designed t current satisfaction with the shopping and dining opportunities as well as their campaign awareness. FCM services included facil teams in brand strategy; marketing and communications plan; and development for Shop Solana Beach. CITY OF SAN JOSÉ, CALIFORNIA Project: Parks, Recreation, and Neighborhood Services Resident R Contact: Rafael Gomez, Project Manager, (408) 793-5571 Project Description: BW Research completed two resident opinion the City of San JosÓs Department of Parks, Recreation, and Neig The Greenprint Study was comprised of 1,000 telephone surveys an residentsÓ overall parks and recreation priorities for the City residentsÓ current use and satisfaction with parks and outdoor r and walkways, and indoor recreational activities. Six hundred residents were interviewed for the second survey, wh residentsÓ current use, satisfaction, and priorities for San Jos recreation facilities. Both surveys were offered in English, Spa Research developed separate comprehensive reports for each proje presenting the findings in the near future. CITY OF SAN DIEGO Project: Parks and Recreation Needs Assessment & Planning Survey Contact: Mary Wright, Deputy Director Planning Division (Grantvi (619) 236-7258 Howard Greenstein, Park Designer (Parks and Recreation Needs Ass (619) 525-8233 Project Description: In 2008, BW Research worked with the City o Jones and Stokes (planning consultant) on a community planning s 21 Parks and Community Services Marketing Plan: Proposal Presented to the City of Dublin Grantville Redevelopment Area (small area of approximately 12,00 support the development of a Master Plan. In 2011, BW Research w of San Diego on a parks and recreation needs assessment survey w more prominent Community Planning Areas. The research identified priorities of residents in the different Community Planning Area and recreation resources, facilities and services. TOWN OF DANVILLE, CALIFORNIA Project: Senior Parks and Recreation Needs Assessment Contact: Marcia Somers, Previously Assistant Town Manager in Dan became City Manager for Los Altos, (650) 947-2740 Project Description: BW Research completed a comprehensive senio recreation needs assessment for the Town of Danville. The main r the project was to understand the parks and recreation needs, op behaviors of DanvilleÓs senior community to ensure that adequate as the TownÓs senior population continues to grow. The study was community workshops with residents, a Town council workshop, a s representative telephone survey of residents, and executive inte services to seniors within the community. Following an aggressiv project was completed in three and a half months. BW Research is currently working with the Town of Danville on an development study of the Town and the surrounding region. CITY OF SPRINGFIELD, OREGON Project: FireMed Market Research Contact: Bart Noll, Director, (541) 744-3375 Project Description: BW Research worked with the City of Springf research of its FireMed ambulance service program to identify th people decide to join, or not join, FireMed and identify future increase FireMed membership. BW Research utilized a mixed method sampling techniques to capture the most representative data, inc random-digit dial methodology and a supplemental listed telephon cell phones) and Internet panel to ensure representativeness of of age. As a result of our recent research and recommendations for the C OregonÓs FireMed Program, FireMed had its biggest percentage gai since 1993, with a substantial cut in their marketing budget and economy. 22 Parks and Community Services Marketing Plan: Proposal Presented to the City of Dublin Additional References for Full Capacity Marketing COUNTY OF TULARE, CALIFORNIA Contact: Adam Peck, Executive Director, (559) 713-5213 Services: Executive team facilitation; communications audit; mar strategy; marketing and communications plan; redesigned website; Live your Brand training. CENTRALINA COUNCIL OF GOVERNMENTS, NORTH CAROLINA Contact: Laura S. Mundell, Director, (704)-348-2720 Services: Communications audit; brand strategy; marketing and co website development; social media integration. CITY OF CLEVELAND AND CUYAHOGA COUNTY, OHIO Contact: Allison Motz, Executive Director, (216)-548-2014 Services: Created all marketing materials; negotiated cause-mark public relations activities; project management from start to fi deploy the brand strategies. 23