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Home My WebLink AboutCOMMUNICATIONS LABINSURANCE NOT ON FILE WORK MAY NOT PROCEED CITY CLERK A-2023-128-01 DATE: FEB 2 0 2024 0 . PW A(0) CONSULTANT AGREEMENT BETWEEN THE CITY OF SANTA ANA AND CK. i S)4w' 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"). RECITALS A. On April l3, 2023 the City issued a Request for Proposal ("RFP") No. 23-014, by which it desired to retain a consultant having special skill and knowledge in the preparation of Annual Consumer Confidence Reports 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 campaigns; creation of live action media and videos including Public Service Announcements, on an on -call basis for the City's Public Works Agency. B. Consultant submitted a responsive proposal that was among those selected by the City. 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. In 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. NOW 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. SCOPE OF SERVICES Consultant 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. COMPENSATION a. City neither warrants nor guarantees any minimum or maximum compensation to Consultant under this Agreement. Consultant shall be paid only for actual services Page 1 of 9 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 U. Consultant is one of three (3) separate consultants selected to provide services on an on -call basis under RFP 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 earlier 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 which 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 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 subconsultant 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. Page 2 of 9 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. 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 O1 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 Page 3 of 9 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 Of 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 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. Page 4 of 9 (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. 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 arise 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 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. 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 Page 5 of 9 (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 its 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 interests, 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 Page 6 of 9 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 Page 7 of 9 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: Arianna Barrios Chief Executive Officer Communications LAB 701 E. Chapman Avenue Orange, CA 92866 Phone: 949-215-5549 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 Page 8 of 9 time frames, weekends, federal, state, County or City holidays shall be excluded. 20. MISCELLANEOUS 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. IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. ATTEST: APPROVED AS TO FORM: SONIA R. CARVALHO City Attorney By: J THAN T. MARTPKZ Assistant City Attorney RECOMMENDED FOR APPROVAL: NABIL SABA Executive Director Public Works Agency CITY OF SANTA ANA: 2 Adzd I �- irz / I* — Thomas R. Hatch Interim City Manager CONSULTANT: ARINN&A BARRIOS Chief Executive Officer Page 9 of 9 EXHIBIT A SCOPE OF SERVICES CITY OF SANTA ANA Exhibit A RFP NO.: 23-014 CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES Appendix ATTACHMENT 1: SCOPE OF WORK City of Santa Ana RFP 23-014 Consumer Confidence Report (CCR) and Auxiliary Services Page 12 CITY OF SANTA ANA Exhibit A RFP NO.: 23-014 CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES SCOPE OF WORK A. INTRODUCTION AND BACKGROUND The 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 333,000 residents and businesses. We strive to provide award winning potable water and good public service to each resident and business in the City. The City is seeking agencies and professionals interested in providing services through innovative and informative content to improve and relay 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 The 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, message 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 responsibility 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 Public water providers are required by California Health & Safety Code §116470 and California Code of Regulations, Title 22, Article 20 to prepare an annual water quality Consumer Confidence Report (CCR) and provide it to their customers by July 1st 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 successful 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. The City of Santa Ana is soliciting proposals from qualified consulting firms to prepare and deliver City of Santa Ana RFP 23-014 Consumer Confidence Report (CCR) and Auxiliary Services Page 13 CITY OF SANTA ANA Exhibit A RFP NO.: 23-014 CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES 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) • Attend 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 & effects 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 submitted 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) Consultant will create 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 indicators; and will support its implementation. Submitted proposals will need to provide deliverables and implementation schedule. Strategic Assessment: Gather input, feedback evaluate City's existing Strategic Plan to establish a framework for Division's 2023 Strategic Plan. Goals: • 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 City of Santa Ana RFP 23-014 Consumer Confidence Report (CCR) and Auxiliary Services Page 14 CITY OF SANTA ANA Exhibit A RFP NO.: 23-014 CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES Deliverables: • Interviews summaries • SWOT analysis • Internal analysis • Workshops topic and questions Strategic Plan Workshops: Consultant will plan and facilitate targeted, comprehensive workshops to identify future goals. Goals: • 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 Deliverables: • Workshop planning/facilitation • Workshop Summary • Follow-up findings III. Auxiliary Services — The City 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: • Attend meetings with City staff to coordinate and develop tasks, and program management and logistics; • Compose and design ready for printwater 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 City of Santa Ana RFP 23-014 Consumer Confidence Report (CCR) and Auxiliary Services Page 15 CITY OF SANTA ANA Exhibit A RFP NO.: 23-014 CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES 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 forthe 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 work 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. ---End of SCOPE OF WORK Section --- City of Santa Ana RFP 23-014 Consumer Confidence Report (CCR) and Auxiliary Services Page 16 EXHIBIT B CONSULTANT'S PROPOSAL l��v.� EXHIBIT B f✓ 0 4 Communications.: diroverywrvoEe REQUEST FOR PROPOSAL NO.23-014 CONSUMER CONFIDENCE REPORT &AUXILIARY SERVICES Prepared for: City of Santa Ana, Public Works Agency - Water Resources ■ 701 E Chapman Avenue a P: 949-215-5539 ext 101 arianna@cammunicationslab.com i` Orange, CA 92866 C: 714-878-4864 a www.CommunicationsLAB.com EXHIBIT B 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 1. a. Cover Letter • PREPARED FOR: City of Santa Ana Public Works • Water Reso RFP No. 23-014 Ms. Kathia Reyes, Project City of Santa Ana - Public 220 S. Daisy Avenue, Bld ommunications LAB (t is pleased to submit tf to the City of Santa A Request For Proposal No. Z & Auxiliary Services. We are your new collaborative party,.., — ,___ part of your team. We have extensive experience providing public and private or- ganizations alike with exceptional consulting services in all areas outlined in the RFP. These engagements include some most challenging public benefit projects in Southern Colifor history including the Orange County Toll Road extension or ange County Water District's Groundwater Replenishment F Our firm also boasts extensive marketing acumen having pi community outreach, public relations and strategic commun to such clients as Disneyland Resort, City of Anaheim, SoutF California Edison, LA Metro and, the City of Huntington Bec Communications LAB has a deep understanding of today's 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 EXHIBIT B Map 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: 949-215-5549 EM: Arianna@CommunicationsLAB.com W: www.CommunicationsLAB.com EXHIBIT B b. Agreement Statement CJ lic Works PREPARED FOR: City of Santa Ana • Water Resources RFP No. 23-014 EXHIBIT B 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 c. Firm &Team Experience • PREPARED FOR: City of Santa Ana lic Works • Water Resources RFP No. 23-014 EXHIBIT B Firm Profile V� 0 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 2017 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 wvvw.CommunicationsLAB.com Full Service Capabilities • Administrative Assistance & Management • Advertising - Print & Digital • Animations & Explainer Videos • Branding & Marketing Campaigns • Change Management Consulting • Communications & Media Training • Community Outreach • Crisis Communications Support • Construction Relations • Copywriting & Editing • Digital Strategies • Impact Evaluation & Measurement for Projects and Programs • Graphic Design & Illustration • Government Relations • Hispanic Outreach & Media Relations • Electronic/Print design & Layout • Embedded Staffing Support • Event Support & Guest Management • Photography • Publications Management • Public Policy Consulting • Media Relations • Media Planning & Buying • Social Media Management • Marketing Strategy & Campaigns • Special Events Management • Translation Services: Spanish • Video Production - PSAs, Social Reels • Video Production - Live Streaming • Website Design & Development • Website Management & Maintenance. EXHIBIT B Client LA Metro - Active Transportation LA Metro - West Santa Ana Project LA Metro - Bike Share Industry Forum SBCTA -Arrow Train City of Lake Forest City of Huntington Beach City of Cypress Disneyland Resort Southern California Edison TRC, Inc. Metropolitan Water District Optimus Properties, LLC County of Orange East Orange County Water District BOMA OC IREM OC North Orange County Public Safety Task Force Cigna Healthcare (LA / IE / OC / SD) OC Tax Ready OC / Safe OC Santa Margarita Water District OC Forum Orange County Water District The Toll Roads (OC) California Ambulance Association YMCA Orange County Keystone Property Management UCI Mind Yorba Linda Water District San Gabriel Valley Oversight Group Poseidon Water (HB Desalination) Jacobs Engineering Metrolink CA Transportation Commission Centennial Real Estate Orange Unified School District Capistrano Unified School District ColOptima Canon, Inc. California Hospital Association KPC Global Health Melons Geyer Project Type CEQA Outreach CEQA Outreach Facilitation / Outreach CEQA Outreach / Events Community Ascertainment PR / Video / Crisis Comms PR / Video / Crisis Comms CEQA Outreach / Entitlements Hispanic Media Relations Stormwater Education On -Call PR / OUtreach Entitlement Outreach PR / Video / Outreach PR / Video / Outreach Assoc. Mgmt. / PR / Events Assoc. Mgmt. / PR / Events PR / Video / Events / Mktg Government Relations Assoc. Mgmt. / PR / Events PR/ Social/ Video/ Crisis Comms PR / Crisis Comms / Social Assoc. Mgmt. / PR / Events Groundwater Replenishment PR / Crisis Comms / Outreach PR / Govt. Relations / Outreach PR / Crisis Comms / Entitlements PR / Crisis Comms / Strategy Strategic Comms / Social Media PR / Social / Crisis Comms CEQA Outreach CEQA Outreach / Crisis Comms Stormwater & Recycling Outreach On -Call PR / Mktg / Outreach Mktg & Design Entitlement Outreach PR/ Mktg/ Crisis & Construction Comms PR / Mktg / Crisis Comms / Bond Outreach Latino Community Outreach Special Events Community Outreach / Initiative Campaign PR / Brand / Social / Ads / Crisis Comms Entitlement Outreach Status Active Active Completed Completed Active Active Active Active Active Active Active Completed Active Active Active Active Active Active Active Active Active Active Completed Completed Active Active Completed Active Active Completed Completed Active Active Completed Completed Completed Completed Completed Completed Completed Completed Completed EXHIBIT B Meet Our Team 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... 6ir om Taylor Dietz Community Liaison Communications LAB Kelsey Eiben Digital Strategies Arianna Barrios Team Leader & Sr. Strategist Diana Moreno Project Manager COmmunicstinns LAB lorgie Sandoval Community Liaison Diego Teran Hispanic Outreach Martin McIntosh Jessica Van Oyen Jr Amanda McGuire Kailey Gaffikin Brian Lochrie Business Outreach Graphic Manager Social Media Manager Event Manager Video Production Camnunkanore LAB _ _ Jose Vasquez Troy Le Zane Toledo Prodcution Coordinator Social Media Copy Editor _. Coordinator Victoria Torres Graphic Design EXHIBIT B d. Understanding of Scope of Services • PREPARED FOR: City of Santa Ana Public Works • Water Resc RFP No. 23-014 EXHIBIT B Our Approach NEVER. STOP. LEARNING. 0 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. iM cn ]ram: Our Understanding INNOVATION. COLLABORATION. METRICS. 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. 218 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. M � I Me � FQN e. Relevant Experience • lic Works PREPARED FOR: City of Santa Ana • Water Resources RFP No. 23-014 EXHIBIT B Similar Experience 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. EXHIBIT B RELEVANT EXPERIENCE CASE STUDY Groundwater Replenishment System A Pure Solultan to Orange Cooney S Waty Needs 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 IN)," 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. EXHIBIT B RELEVANT EXPERIENCE CASE STUDY East Orange County Water District (LOCWD) is one of the smallest wholesale and retail service providers of water in Orange County. Its service area covers areas of Last 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 Oven Copywriter - Zane Toledo Services Provided • Public Affairs • Website Development • Community Outreach • Crisis Communications • Graphic Design • Social Media • Micro Campaigns VD AIGT EXHIBIT B RELEVANT EXPERIENCE CASE STUDY Since 2014, 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. 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 — 2014 - Present Key Personnel Strategic Advisor — Arionna Barrios Account Manager — Diego Teran Account Coordinator — Jorgie Sandoval EXHIBIT B RELEVANT EXPERIENCE CASE STUDY l� 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. EXHIBIT B �l RELEVANT EXPERIENCE CASE STUDY City of Huntington Beach City of Huntington Beach 2000 Main Street Huntington Beach, CA 92648 Catherine Jun, Assistant City Manager Phone: (714) 536-5202 Email: catherine.jun@surfcity-hb.org Public Relations / Marketing Campaigns / Crisis Communications First tapped in 2019, 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-19, 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. Q. '= t 'NI I I `N 9 City of Huntington Beach - Government C Nony A.'u;,.� 6�ctc: F.m'j ♦+rw. �\4 � Media Training i 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 notional 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 A $x0 vIWT[S iqN� O EXHIBIT B �l RELEVANT EXPERIENCE CASE STUDY Ready OC & Safe OC City of Santa Ana Police Department 60 Civic Center Plaza, Santa Ana, CA 92701 Michael Smith, Police Officer I Homeland Security / UASI Phone: (714) 536-5202 Email: MSmith5@santa-ano.org In 2021, the City of Santa Ana in partnership with the City of Anaheim solicited to And 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, microcompaigns 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. Dates of Service:2021 - Present Key Personnel: Kelsey Eiben, Project Manager Contract Amount: $400,000 Arianna Barrios, Strategist Michelle Lim, Social Media Zane Toledo, Copy Writer Jessica Van Oyer, Graphic Design ReadyQC Orange County' emergency preparedness resource Safe 31C L H.at�Y Iy171Cl1is i ReadyOC 5.3K followers - 624 following 0C saaaoc / Check cot ileO nA me Sadq 's latest coverage on SAOCI "A regional effort to Slam the bde of cybcnCxsno ano wcamizatron, whmb StmOms law beyond hand and identity theft. c the fetus of SafeOC, a nmrly minNgotated Nbllc Safety webale aM Campaign fhtt Is part el" national'See Somothrg, Say SOm UW g' anh-ferrcnsm netwoh.' Read maro We --> •salleov crime - 9 Emergency Preparedness raem Hews �Mn w Mok W funYy Wpl*^MVn wTf Pniumaiabwum5c axme nowpai w mom , aMeuan wn CrgA N A '"Db1Y fIlIX MI n -.YLke PII[.M nl q[k ua fM.E eL e �. �pp'g6vwn ao[fen Mwk ^Me M :.SMIII YNa" fMrAk.. tbrl:WY �an�t. Mw AiN atoms i Pro 210■u. CCR & Auxiliary Services EXHIBIT B CITY OF SANTA ANA RFP NO.: 23-014 CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES 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: City of Santa Ana - Police Dept. Address: 60 Civic Center Plaza, Santa Ana, CA 92701 ContractAmount: $300,000 Contact Individual: Michael Smith, Homeland Secutirty/UASI Phone Number: 714-536-5202 Email: msmith5@santa-ana.org Year: 2020 - Present Description of supplies, equipment, or services provided: Emergency Prparedness & Countywide Campaigns . Social Media & Marketing Reference Customer Name: City of Anaheim Address: 200 South Anaheim Blvd. Anaheim, CA 92805 Contract Amount: $80,000 Annually Contact Individual: Jim Vanerpool, City Manager Phone Number: 714-765-4311 Email: jvanerdpool@anaheim.net Year: 2013-2022 Description of supplies, equipment, or services provided: Public Policv. Social Media. Public facino staffina. Event Reference Customer Name: County of Orange Contact Individual: Julie MacDonald, Dir. of Communications Address: 405 W 5th Street, Suite 458 Santa Ana, CA 92701 Phone Number: 714-719-7962 Email: jmacdonald@ochca.com Contract Amount: $150,00 - Varies by Project Year: 2022 - Present Description of supplies, equipment, or services provided: Video Production, Media Relations, Social Media, Graphic Design On -Call Services Campaign Creation City of Santa Ana RFP 23-014 Consumer Confidence Report (CCR) and Auxiliary Services Page 19 y01.1b :l 2. Scope of Services PREPARED FOR: City of Santa Ana dic Works • Water Resources RFP No. 23-014 EXHIBIT B Management Plan 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. Diego Teran - Latino Outreach / Media Relations Communications ZA (Winning) Communications Process • 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 F' EXHIBIT B Project Tools & Methodology Ifs Y 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. 0 Project Management Tool Project Archive/Documentation Salesforce Web -based � Siloed &Proprietary Customer Relationship Management Exceptional Communications Tools Database Management EXHIBIT B 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. May - June 2023 EXHIBIT B As stated in the RFP, Communications is prepared to provide the Division with all the services outlined, including: • Attend 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 & effects 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 submitted to City Staff by June 1 st 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. 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 (0 small but mighty team of professionals. We are prepared to manage and deliver all aspects of this project. ® N,uke�K,9 Clmppign �� ,� d EXHIBIT B Communications LAB Strategy Components • Identify Key Objectives & Goals • Craft a Wide Variety of Story Ideas, Marketing Campaign Concepts for Client Review • Develop Comprehensive Project Plans with Detailed Timelines and Key Milestones Clearly Outlined • Execute the Plan (or Multiple Plans Depending on Client Needs) Measure Progress and Assess Metrics • Adjust as Needed and Continue Implementation • Provide 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: • City Council Members • City Manager • Division Leadership • City PIO • City Program Leaders • Chamber of Commerce Leaders • Educational Leadership (K-12 & Colleges) • Local Neighborhood Groups EXHIBIT B i 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. EXHIBIT B 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 Media Relations Support • Identify Key Individuals for a Speakers Bureau & Spokesperson Bench (Bilingual candidate too!) • Media Training, Murder Boarding for Designated Spokespeople • Crafting 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 EXHIBIT B i r, r • ppY- �r f - r � v 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 15 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 Arionno 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 EXHIBIT B 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, KTLAS and KTN11 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. i I G. Fee • EXHIBIT B PREPARED FOR: City of Santa Ana c Works • Water Resources RFP No. 23-014 A7G ell., Wk 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. EXHIBIT B Agency Rate Sheet Senior Communications Strategist Arianna Barrios $200 Project Manager & Crisis Comms. Diana Moreno $175 Media Relations & Video Production I Brian Lochrie $175 Public Policy Manager I Taylor Dietz $150 Digital Strategies I Kelsey Eiben $175 Graphics Manager I Jessica Van Oyen $150 Social Media Manager I Amanda McGuire $140 Multicultural Outreach Manager I DiegoTeran* $140 Events Manager I Jorgie Sandoval* $130 Outreach Coordinator I Tanya Silerio* $120 Copy Editor I Zane Toledo $120 EXHIBIT B 3. CERTIFICATIONS FORMS PROOF OF INSURANCE CERTIFICATIONS ADDITIONAL WORK SAMPLES PREPARED FOR: City of Santa Ana Public Works • Water Resources RFP No. 23-014 17 0 CITY OF SANTA ANA RFP NO.: 23-014 CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES 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 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 City of Santa Ana RFP 23-026 Consumer Confidence Report (CCR) and Auxiliary Services Page 32 Iy1CIlelli CITY OF SANTA ANA RFP NO.: 23-014 CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES NON-DISCRIMINATION CERTIFICATION The undersigned consultant or corporate officer, during the performance of this contract, certifies as follows: 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 the 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. City of Santa Ana RFP 23-026 Consumer Confidence Report (CCR) and Auxiliary Services Page 34 EXHIBIT B CITY OF SANTA ANA RFP NO.: 23-014 CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES 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 th'alties i`r a violation of the Chapter. Signed: �� Title: Arianna Barrios, CEO Firm: Barrios & Associates, LLC (dba Communications LAB) Date: May 12, 2023 City of Santa Ana RFP 23-026 Consumer Confidence Report (CCR) and Auxiliary Services Page 35 EXHIBIT B CITY OF SANTA ANA RFP NO.: 23-014 CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES 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. Title: Arianna Barrios, CEO Firm: Barrios & Associates, LLC (dba Communications LAB Date: May 12, 2023 City of Santa Ana RFP 23-026 Consumer Confidence Report (CCR) and Auxiliary Services Page 33 EXHIBIT B ACOR& CERTIFICATE OF LIABILITY INSURANCE TE (MMIDDMYY) DA03/17/2023 03/1]/2023 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. 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). PRODUCER Bannister 6 Associates Insurance Agency CA License 0691071 CONTACT NAME: Jonathan Severson PHCNo 714 536-6086 ac o: 714 536-4054 p➢oRlEss: ono than@bai-ins.com 305 17th Street Huntington Beach CA 92648 INSURERS AFFORDING COVERAGE RIMS INSURERA: Sentinel Insurance Company INSURED (949) 215-5539 Barrios aad Associate, LLC INSURER B: Hartford Casualty Insurance Co INSURERS: Philade hia Indemnity Ins Cc dba Communications Lab INSURER O: Axis InsLLravca company 701 E Chapman Avenue INSURER E: Orange CA 92866 INSURER F: COVERAGES CERTIFICATE NUMBER: cart ID 12434 REVISION NUMBER: 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 15 SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INS? LTR rypE OF INSURANCE ADOL SUB? POLICYNUMBER POLICY EFF MMIDONYYY POLICY EXP MMIODIYYri LIMITS A X COMMERCIAL GENERAL LIABILITY CLAIMS -MADE �% OCCUR 723BAB00546 04/01/2023 04/01/2024 EACH OCCURRENCE $ 1,000,000 PREMSES Its occunenca $ 1,000 000 LIED EXP(Anyone person) $ 10,000 PERSONAL &ADV INJURY $ 1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER POL: D 1EC � LOG GENERALAGGREGATE $ 2,000,000 PRODUCTS -COMPIOP AGG $ 2 000,000 $ OTHER: AUTOMOBILE LIABILITY Ea secId.NI 1NGLE LIMIT $ 1,000,000 BODILY INJURY (Per person) $ p ANY AUTO 72SBARGO546 04/01/202304/0112024 OWNED ASCHEDULED AUTOS ONLY UTOS BODILY INJURY (Per accident) $ X HIRED NON -OWNED AUTOS ONLY X AUTOS ONLY PROPERTYDAMAGE Per accIdenl $ $ A X UMBRELLALIAB X OCCUR 72SBABG0546 04/01/2023 04/01/2024 EACH OCCURRENCE $ 6,000,000 AGGREGATE $ 6,000,000 EXCESS UPS CLAIMSMADE BED I IRETENTION Retention $ 10,000 B WORKERS COMPENSATION AND EMPLOYERS' LIABILITY YIN ANYPROPRIETORIPARTNERIEXECUTIVE OFFICERIMEMBER EXCLUDED? NIA 72WECAW7HH6 04/01/2023 04/01/2024 X PER OTH- MUMER E.L. EACH ACCIDENT $ 1,000,000 E.L. DISEASE -EA EMPLOYEE $ 1,000,000 (ManJalarm NH) Ify deacdbaucder DESCRIPTION OF OPERATIONS below E.L. DISEASE POLICY LIMIT $ 1r000,000 C PrOfeasi.nal Liability PHSD1778561 04/01/2023 04/01/2024 Lim claim):t (pee $ 2,000,000 Deductible: $5,000/claim Limit (aggregate): $ 4,000,000 DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORD 101, AtldiHonal Remark. Schedule, may be attached if morn space is mqulred) CERTIFICATE HOLDER CANCFI I ATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN For Informational Purposes only ACCORDANCE WITH THE POLICY PROVISIONS, AUTHORMED REPRESENTATIVE © 1988.2015 ACORD CORPORATION. All rights reserved. ACORD 25 (2016103) The ACORD name and logo are registered marks of ACORD Page 1 of 2 O:irnzl U �n h FQ P O s� �� rr Qo Gig�� au ° d 04 �o n C � O V a 3 v�� ? A m L u C o10 Q EXHIBIT B insaugetosCo�xrrr 61c1rvpaitsl f'ranspatptan herthsdtr Metre April 2,2019 MS. ARIANNA BARRIOS BARRIOS & ASSOCIATES, LLC DBA COMMUNICATIONS LAS 701 E. Chapman Avenue ORANGE, CA 92866 Subject: Smmall Business Enterprise Certification Dear NIS. ARIANNA BARRIOS: Ui An;clel. FA 9=t-2932 Metro I & #d3d6 r,;.a-= luwj nxlro.iet Ibis are pleased to advise yoo that sites careful review of your application and supporting documentation, the Los Angeles County Metropolitan Transportation Authority 0"tni) has determined But your firm meets the eligibility standards to be certified as a Small Business Enteipme (SHE) as required under I,fetws SHE Program-Yorrfirm will be listedinMetrds SHE database of certified SBEs order alie following specific auras of expertise: NAICS 541430: GRAPHIC DESIGN SERVICES NAICS 54161.3: MARKETING CONSULTING SERVICES NAICS 541820: PUBLIC RELATIONS AGENCIES NAICS 5413M: DIRECT MAIL ADVERTISING NAILS 541910: MARKETING RESEARCHAND PUBLIC OPINION POLLING Your SHE certification is valid for five years from doe date of this letter and applies only for the above NAILS code(s). Any additions and revisions most be submitted to Metro for review and approval. In order to ensure your continuing SEE status., you are required to submit an amoral update along with supporting documentation. If no dianges are noted, than your SEE status remains currant. If there are changes, Metro will review to determine continued SHE eligibility. Please note, your SHE status remains in effectusdess Metro notifies you Otherwise - After the five-year cenffrcalion period, your Entire file will be reviewed in order to ascertain continued SHE ceiti5eation status. You will be noticed. of the, pending SHE status review and any documentation updates necessary prior tr the expiration date.. Also, should any e3anges occur that could affect your certification status prior to recaipt of ire annual update application, such as changes in your fo a's name.businesshaaihng address, ow wrahip, management or control, or failum to meet die applicable business size standards or personal not worth standard, Please notify Metro immediately. Metro reserves die right to withdraw this cet(Yfication if at any time it is determined (bat it was knowingly obtained by false, misleading, or incorrect information. Your SHE cErdfication is subject to review at any time. The film thereby consems to the examination of its books, records, and documents. by Metro. Congratulations, and drank you for your interest in Metro's SHE Program. Should you have any questions, please contact us at (213) 922-2600. For informration on Ibdeho cotracting opportunities, please visit our websue at www.metro.net. SinceteYy, �^ Shirley Wong Principal Certification Officer Diversity & Economic Opportunity Department EXHIBIT B !a' Mel.asN�iCernpr<Wlcx�r 9�t .�irit90 tD ltl iaFalbo Tnanipuiaton AltMtT Ini Sn6.fr.iAyn: Metro C iLIFOPNIA UNIFIED CERTIFICATION PROGRAM April 2. 2019 CUCPS 41694 ]detro He *046 10. ARLLNNA BARRIOS BARRIOS & ASSOCIATES, LLC DBA C0ILVIU-'ICA1IONS LAB 701 B- Chapman Aveu® ORANGE. CA 92M Subject: Disadvantaged Business Enuemriw Certificarion DearMS. ARIA-ZLA BARRIOS: We are pleased to advise you that after careful review of your application and supporting dper®entation, the Los Angeles County Mettap bran Transpartmon Aud mity (Metm) has detemtined that your firm meets the eligibility standards to be certified as a Disadvantaged Busnness Enterprise (DBE) as required under the US. Department of Transportation (U.S. DOT) Regulation 49 CFR Part 26, m amended. This certification will be recognized by all of the U.S- DOT recipient in Calif rnia- Your firm will be listed in the California UTdfied Certification Program (CUCP) database of cer nfned DBEs under the following specific area(s) of expertise that ym have identified on the NAILS codes form of the application package - NAICS 5414310: GRAPHIC DESIGN SERVICES NAICS R1613: NIAREEIING CONSULTLNG SERVICES NAICS 541820: PUBLIC RELATIONS AGENCIES NAICS 541BM: DIR= MAI1..ADVEKr=4G NABS 541910: MARRSIR4G RESEARCH AND PUBLIC OPINION POUING Your DBE certification applies only for the abase code(s). Ym may review your firms information in the CUCP DBE database which can be accessed at the CUCP webske at wwwicaliforrdauco.aae- Any additions and revisionsmust be submitted to Metro for review and approval. In order to entire you continuing DBE status, you are required to subrmt an annual update along with supporting documentation. If no changes are rated, then van DBE status remains current. If there are chungess, Metro will review to determine contnamed DBE eligibility. Please note, your DE£ scams remains in effect unless Metro notifies ym otherwise - Also, should any changes occur that could affect you certification sta= prior to receipt of the manual update, such as changes in your Rims name, businesslmailing address, ownersl4, management or control, ur failure to meet the applicable business size standards or personal net worth standud_ please ratify Meru immediately. Failure to submit forms andlpr change of mfomiman will be deemed a failure to cooperate under Section 26.109 of the Regulations_ Metro reserves the tight m withdraw this certification if at anv time it is dews ,armed dut it was kiwi ugly obtained by false, misleading, or inccarecr information. Yea DBE certification is subject m review at any time. The firm thereby consents to the esambiatim of its books, remuds and documents by Mere. Cnngratulawns, and thank you for your interest in the DBE program Should you have amp questions, please contact us at (213) 9—"-26DD. For information m Mira contracting oppor unmes. Please visit our website. at www.merro.net. Sincerely, Shirley Wong Principal Ceroficadoru Officer Diversity & Economic Opportunity Department EXHIBIT B W 0 114 U V O N W T �a EXHIBIT B Printed on: 4/5/20224:12:08 PM To verify most current certification status go to: https://www.caleprocure.ca.gov 7G5 GENERAL SERVICES 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 Certification Type SB(Micro) Email Address: arianna@communicationslab.com Business Web Page: http://www.communicationsiab.com Business Phone Number: 949/215-5539 Business Fax Number: 949/215-5549 Business Types: Service Status From To Approved 04/05/2022 05/31/2024 Stay informed! KEEP YOUR CERTIFICATION PROFILE UPDATED! -LOG IN at CaleProcure.CA.GOV Questions? Email: OSDSHFI PpD ,9tA GOV Call OSDS Main Number: 916-375-4940 7073rd Street, 1-400, West Sacramento, CA 95605 A'1'1171ie i:] Contractor Information Legal Entity Name BARRIOS & ASSOCIATES, LLC Legal Entity Type LLC Status Active Registration Number 1000063829 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 arianna@communicationslab.com Trade Name/DBA COMMUNICATIONS LAB Comm LAB License Number (s) Legal Entity Information Corporation Entity Number: Federal Employment Identification Number: Member name(s); Member Legal Name: Member Legal Entity Type: Agent for service: Agent of Service Name: Agent of Service Mailing Address: Worker's Compensation Registration History Effective Date Expiration Date 08/23/18 06130/19 11/13/17 06130/18 06/13/20 06130/21 07/01121 06/30122 07/01/22 06/30124 201302410206 462030008 Barrios & Associates LLC LLC Arianna Barrios 701 E Chapman Avenue Orange 92 Do you lease employees through Professional Employer Organization (PEO)?: No Please provide your current worker's compensation insurance information below: PEOlnformationPEO PEO PEO Name Phone Email EXHIBIT B WHU IVVKTHE SURVEY? Al 707 randomly selected / ' : .� residents participated, 6 resulting in a margin of error of 17 % s q9'1 ARE OWN 000 EMPLOYED WHAT DID YOU TELL US? I T1f� HOMES 91W FULL-TIME GENDER-- MM feel Cypress is a safe place to live L 51%$enwle • • 47 % Wale 1% Otter • 0 r - rate Cypress as on excellent/good place to live L 2%'Prefer not to answer rate Cypress as an excellent/good place to ETHNICITY--MM raise a family 38% Caucasian r� 34% Asian 19% Hispanic r 1 rate Cypress' quality of life as excellent/good 4% African-American/Black 2% Middle Eastern are ver somewhat satisfied with the Ci y/ ty's efforts 1% Pacific Islander to provide municipal services /% Mixed Heritage A 2% Prefer not to answer © r � are very/somewhat satisfied smith the C'ey's efforts 1% Other to provide fire protection and medical services s 41% American Indian or Alaskan Native - TIME i,I CYPRESS - 0 51% 15 years or longer r19% 1-4 years 1716 5-9 years 10% 10-14 years 2% Less than one year AGE 37%Ages35-54 24%Under 35 34%Seniors 4.1%Prefer not over 55 to soy WHAT SHOULD m"-® -► WE PRIORITIZE? Addressing homelessness, managing growth/development, and managing traffic were identified as the top service needs. By the Numbers Desalination Energy Usage AC Unit 24 kWh 4 Making fresh drinking water from the ocean Central Air conditioning requires energy, but not as much as some of unit for an average day.' 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. Electric Vehicle 13.2 kWh OO Used to drive an electric • • vehicle for one day.' G� . Water Heater 12.5 kWh Hot Water for an average 1000 household per day' 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. Desalination 7.6 kWh Required to produce the daily water supply for an t11 Duke Energy 14]Duke Energy average households 121 Oats Science Association 151 Pcseitlen Waters Caril Seawater 131 Us Environmental fttection Agenry Desalination Plant & Federal Hausing Ad isVation EXHIBIT B DECEMBER 2015 THE GRLSBAD Desalination Project 400,00 There's no question that The Desalination Plant executing a massive project will provide enough the size and scope of the high -quality drinking All Carlsbad Desalination water to serve more than it Project takes considerable 4001'000 RESIDENTS ,�; effort. Over the past three years, the construction in San Diego County. crews and Project team ............................................................ - worked diligently to ensure the timely completion of the 100% largest, most technologically of plant construction advanced and energy- is now complete. efficient seawater desalination plant in ............................................................. the Nation. These statistics put this monumental undertaking into perspective. • 4 1.5 MILLION �- Labor Q Hours Were needed for Project construction, equal to employing 500 workers at the peak of construction. As of June 2015, all 1 of delivery pipeline have been installed. EXHIBIT B 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_ M MID LENGTH VIDEOS • Orange County Transportation Authority's fOCTA1 1-5 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 United" and Building Success videos • Orange County Auditor -Controller's "Taxpayers Count" video series • Orange County Stormwater Program's Turf Removal video • Laguna Niguel's State of the City video in 2018, • Rancho Santa Maraarita's State of the ON event aroaram OCTA's 1-5 South Improvement Project Dedication Ceremony Oranae Countv Taxaavers Association's OCTax Talk series OC Forum Programs EXHIBIT B Communications+ Acover your vote REQUEST FOR PROPOSAL NO.23-014 CONSUMER CONFIDENCE REPORT &AUXILIARY SERVICES Prepared for: Clty of Santa Ana, Public Works Agency - Water Resources 701 E Chapman Avenue 0 P: 949-215-5539 ext 101 arianna@communicationslab.com a Orange, CA 92866 C: 714-878-4864 www.CommunicationsLAB.com EXHIBIT C COMPENSATION Consultant's Fee Proposal including hourly rates if applicable CITY OF SANTA ANA RFP NO.: 23-014 EXHIBIT C CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES 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. 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. 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 commencement 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: CITY COUNCIL OF THE CITY OF SANTA ANA FROM: Barrios & Associates, LLC (dba Communications LAB) Item # Bid Item Unit Quantity Amount Consumer Confidence Report (CCR) 1. Consumer Confidence Report 1 Lump Sum Calendar Year $ 12,500 Consumer Confidence Report Total: $ 12,500 City of Santa Ana RFP 23-014 Consumer Confidence Report (CCR) and Auxiliary Services Page 17 CITY OF SANTA ANA EXHIBIT C RFP NO.: 23-014 CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES Strategic Plan 2. 1 Strategic Plan 1 I Lump Sum $ $10,000 Strategic Plan Total: I $ $10,000 BIDDER INFORMATION: Legal Company Name: Barrios & Associates, LLC (dba Communications LAB) Business address: 701 E. Chapman Avenue, Orange, CA 92866 Phone Number: 949-215-5539 ext. 101 Email Address: arianna@communicationslab.com Authorized Signature: Name: Arianna Barrios Title: CEO City of Santa Ana RFP 23-014 Consumer Confidence Report (CCR) and Auxiliary Services Page 18 Ejhjubmmz!tjhofe! DATE (MM/DD/YYYY) CERTIFICATE OF LIABILITY INSURANCE 1402803134 Bohjf! cz!Bohjf!Bdfwfep! 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 Ebuf;!3135/14/15! BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. Bdfwfep 27;56;33!.19(11( 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). CONTACT PRODUCER Kpobuibo!!Tfwfstpo NAME: Cboojtufs!'!Bttpdjbuft!Jotvsbodf!Bhfodz FAX PHONE )825*!647.7197)825*!647.5165 (A/C, No): (A/C, No, Ext): DB!Mjdfotf!$17:2182 E-MAIL 416!28ui!Tusffu kpobuiboAcbj.jot/dpn ADDRESS: Ivoujohupo!Cfbdi!DB!:3759 INSURER(S) AFFORDING COVERAGENAIC # Tfoujofm!Jotvsbodf!Dpnqboz INSURER A : ):5:*!326.664: INSURED Ibsugpse!Dbtvbmuz!Jotvsbodf!Dp INSURER B : Cbssjpt!boe!Bttpdjbuf-!MMD Qijmbefqijb!Joefnojuz!Jot!Dp INSURER C : ecb!Dpnnvojdbujpot!Mbc 812!F!Dibqnbo!Bwfovf Byjt!Jotvsbodf!Dpnqboz INSURER D : INSURER E : Psbohf!DB!:3977 INSURER F : Dfsu!JE!23545 COVERAGESCERTIFICATE NUMBER:REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. 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ADDLSUBR INSRPOLICY EFFPOLICY EXP TYPE OF INSURANCELIMITS POLICY NUMBER LTR(MM/DD/YYYY)(MM/DD/YYYY) INSDWVD COMMERCIAL GENERAL LIABILITY BY!!!2-111-111 EACH OCCURRENCE$ DAMAGE TO RENTED Y CLAIMS-MADEOCCUR$ ZZ 83TCBCH165715012031341501203135!!!2-111-111 PREMISES (Ea occurrence) MED EXP (Any one person)$ !!!!!!21-111 PERSONAL & ADV INJURY$ !!!2-111-111 GEN'L AGGREGATE LIMIT APPLIES PER:GENERAL AGGREGATE$ !!!3-111-111 PRO- Y POLICYLOCPRODUCTS - COMP/OP AGG$ !!!3-111-111 JECT $ OTHER: COMBINED SINGLE LIMIT AUTOMOBILE LIABILITY$ !!!2-111-111 (Ea accident) ANY AUTO BODILY INJURY (Per person)$ B 83TCBCH165715012031341501203135 OWNEDSCHEDULED BODILY INJURY (Per accident)$ AUTOS ONLYAUTOS NON-OWNED HIREDPROPERTY DAMAGE $ YY (Per accident) AUTOS ONLYAUTOS ONLY $ UMBRELLA LIAB BYY 83TCBCH165715012031341501203135 EACH OCCURRENCE$ !!!7-111-111 OCCUR EXCESS LIAB CLAIMS-MADEAGGREGATE$ !!!7-111-111 $ Sfufoujpo!!!!!!21-111 DEDRETENTION$ PEROTH- WORKERS COMPENSATION Y STATUTEER C 83XFDBX8FI715012031341501203135 AND EMPLOYERS' LIABILITY Y / N ANYP ROPRIETOR/PARTNER/EXECUTIVE E.L. 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DISEASE - POLICY LIMIT$ DESCRIPTION OF OPERATIONS below DQspgfttjpobm!Mjbcjmjuz QITE288967215012031341501203135 Mjnju!)qfs $ !!!3-111-111 dmbjn*; Efevdujcmf;!%6-1110dmbjn Mjnju!)bhhsfhbuf*; $!!!5-111-111 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Djuz!pg!Tboub!Bob!boe!Tboub!Bob!Qpmjdf!Efqbsunfou-!jut!pggjdfst-!pggjdjbmt-!fnqmpzfft-!boe wpmvouffst!bsf!obnfe!bt!beejujpobm!jotvsfet!)pgg.tjuf!boe!pohpjoh!pqfsbujpot!pomz*!xjui!sftqfdut hfofsbm!mjbcjmjuz!qpmjdz!mjnjut/!Qsjnbsz!boe!opo.dpousjcvupsz!xpsejoh!bqqmjft!xjui!sftqfdut!hfofsbm mjbcjmjuz!qpmjdz!mjnjut/!Xbjwfs!pg!tvcsphbujpo!bqqmjft!xjui!sftqfdut!hfofsbm!mjbcjmjuz!qpmjdz mjnjut/ CERTIFICATE HOLDERCANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. Djuz!pg!Tboub!Bob Sjtl!Nbobhfnfou!Ejwjtjpo AUTHORIZED REPRESENTATIVE 31!Djwjd!Dfoufs!Qmb{b Tboub!Bob!DB!:3813 © 1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25 (2016/03)The ACORD name and logo are registered marks of ACORD Qbhf!2!pg!3 DATE(MM/DD/YYYY) CERTIFICATE COVERAGES OVERFLOW 1402803134 PRODUCERINSURED Cboojtufs!'!Bttpdjbuft!Jotvsbodf!BhfodzCbssjpt!boe!Bttpdjbuf-!MMD DB!Mjdfotf!$17:2182ecb!Dpnnvojdbujpot!Mbc 416!28ui!Tusffu812!F!Dibqnbo!Bwfovf Ivoujohupo!Cfbdi!DB!:3759 Psbohf!DB!:3977 CONTACTNAME:PHONE(A/C,No,Ext):PHONE(A/C,No,Ext): Kpobuibo!!Tfwfstpo)825*!647.7197):5:*!326.664: ADDITIONALCOVERAGESCERTIFICATENUMBER:Dfsu!JE!23545 REVISIONNUMBER: INSRADDLSUBRPOLICYEFFPOLICYEXP (MM/DD/YYYY)(MM/DD/YYYY) LTRINSRWVD TYPEOFINSURANCEPOLICYNUMBERLIMITS EDzcfs!Mjbcjmjuz Q.112.1112463:6.16 16012031341601203135Mjnju!)qfs $ !!!3-111-111 dmbjn*; Efevdujcmf;!%3-6110dmbjn Mjnju!)bhhsfhbuf*;!!!3-111-111 $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ /ĻƩƷźŅźĭğƷĻ/ƚǝĻƩğŭĻƭhǝĻƩŅƌƚǞΛЊЊΉЋЉЊЉΜ Qbhf!3!pg!3