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HomeMy WebLinkAbout(human)x Proposal - Public Opinion Polling Services “This proposal includes data that shall not be disclosed outside the Government and shall not be duplicated, used, or disclosed in whole or in part for any purpose other than to evaluate this proposal. If, however, a Contract is awarded to this Offeror as a result of or in connection with the submission of this data, the Government shall have the right to duplicate, use, or disclose the data to the extent provided in the resulting Contract. This restriction does not limit the Government’s right to use information contained in this data if it is obtained from another source without restriction. The data subject to the restriction is contained in all sheets of this proposal.” Submitted to: City of Diamond Bar Address: 21810 Copley Drive, Diamond Bar, CA 91765 Attn: Alex Batres Email: abatres@diamondbarca.gov Proposal Response Agency: City of Diamond Bar Description: RFP for Public Opinion Polling Services Date of Submission: February 24, 2025, 2:00 pm PT Prepared by: LEAP Agency LLC, dba (human) x Name/Title of Technical Point of Contact: Michael Wunsch, President Address: 2500 Technology Dr., Louisville, KY 40299 Direct: (402) 212-1378 Mobile: (502) 612-1290 Email: mwunsch@leaphumanx.com Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this document. | 1 City of Diamond Bar - RFP for Public Opinion Polling Services Table of Contents A. Cover Letter .............................................................................................................................. 1 B. Project Team ............................................................................................................................. 2 C. Firm's Experience/References ................................................................................................ 3 D. Methodology/Project Understanding ..................................................................................... 4 E. Cost for Services ....................................................................................................................... 6 F. Insurance ................................................................................................................................... 8 G. Consulting Services Agreement .............................................................................................. 8 Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this document. | 1 City of Diamond Bar - RFP for Public Opinion Polling Services A. Cover Letter Dear Mr. Batres, We are pleased to submit our proposal for the Public Opinion Polling Services project for the City of Diamond Bar. Our team at (human)x is excited about the opportunity to assist the City in assessing public perception of services, budget priorities, and the feasibility of a revenue ballot measure. Key Points of the Proposal 1. Comprehensive Public Opinion Survey: We will conduct a thorough review of the City's culture, budget, and infrastructure needs, design and execute a statistically valid survey, and provide actionable insights based on the data collected. 2. Expert Team: Our team, led by Dr. Timothy Sauer and Senior Researcher Laura Valentine, brings extensive experience in public opinion research and data analysis. 3. Detailed Cost Proposal: We have provided a detailed not-to-exceed cost proposal, including all anticipated expenses and optional tasks. 4. Commitment to Quality: We are committed to delivering high-quality, actionable results that will inform the City's decision-making process. We certify that all conditions proposed in our submission are valid for a period of at least ninety (90) calendar days from the date of this letter. We look forward to the opportunity to work with the City of Diamond Bar and contribute to its continued success. Please see https://leaphumanx.com/nbd-research/ for more information about our organization. Sincerely, Michael Noble Government Business Development Manager (human)x Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this document. | 2 City of Diamond Bar - RFP for Public Opinion Polling Services B. Project Team An organization chart indicating principals and key project team members. Also, provide resumes or copies of licenses or professional certificates of the key personnel involved with this contract including personnel from subcontractors (if any). Identify the experience of the personnel assigned and briefly outline the responsibilities of each member. If any changes in personnel or subcontractors occur during the contract period, the Consultant shall notify the City and furnish the same required information for review and approval. Key Project Team Members Timothy Sauer, Ph.D. - Director of Research and Account Strategy • Experience: Dr. Sauer leads the research team with a PhD-level expertise in anthropology, focusing on human behavior and insights. He has been instrumental in guiding research projects that uncover breakthrough human insights. • Responsibilities: Overseeing all research activities, including survey design, data analysis, and reporting. Ensuring that research methodologies are rigorous and results are actionable. • Resume: Timothy Sauer, Ph.D. Laura Valentine - Senior Researcher • Experience: Laura specializes in the science of social science to help accurately understand the ever-changing mindset of the audience. She has worked on various projects, including competitive analysis and brand identity placement. • Responsibilities: Conducting research, analyzing data, and providing insights that inform project strategies. Working closely with stakeholders to ensure research aligns with project goals. • Resume: Laura Valentine Responsibilities and Experience • Timothy Sauer, Ph.D.: Dr. Sauer's expertise in anthropology and human behavior research is crucial for the agency's research initiatives. He leads the research team in designing and conducting surveys, analyzing data, and providing actionable insights. • Laura Valentine: Laura's experience in social science research helps the team understand audience behavior and preferences. She conducts competitive analysis and brand identity research to inform project strategies. Notification of Changes If any changes in personnel or subcontractors occur during the contract period, Leap (human)x will notify the City and furnish the same required information for review and approval. Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this document. | 3 City of Diamond Bar - RFP for Public Opinion Polling Services C. Firm's Experience/References Name: GT Metabolic Contact Person: Ron Galovich / VP Sales & Marketing Phone Number: ron@gtmetabolic.com Address: 3050 Three Springs Court, San Jose, California, 95140 Email Address: ron@gtmetabolic.com Estimate Project Cost: $250,000 Estimate Project Time Frame: 2017-current Services: Branding / Activation / Lead Generation / Website / Campaigns / Doctor Recruitment / PR / Video / Research Name: Louisville Water Company Contact Person: Matthew Griffith / Strategic Business Manager Phone Number: 502-569-3690 Address: 550 South Third Street, Louisville, KY 40202 Email Address: mgriffith@louisvillewater.com Estimate Project Cost: $320,000 Estimate Project Time Frame: 2019-current Services: Branding / Trade Show Booth and Promotion / Lead Generation / Website / Research Name: Duck Brand / ShurTech Brands, LLC Contact Person: Melanie Canning (Manager, Marketing Services at ShurTech Brands, LLC) Phone Number: 440-937-7000 Address: 32150 Just Imagine Drive, Avon, OH 44011 Email Address: mcanning@shurtape.com Estimate Project Cost: $125,000 Estimate Project Time Frame: 2023-current Services: Discovery, Stakeholder Interviews, Consumer Research, Product Brand Strategy, Logo Design, Packaging Concepts, Validation Research Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this document. | 4 City of Diamond Bar - RFP for Public Opinion Polling Services D. Methodology/Project Understanding Describe the approach and methods that will be used to meet the Scope of Work. Also, identify any potential concerns or problems that your firm anticipates during the term of this contract. Approach and Methods to Meet the Scope of Work 1. Public Opinion Survey a. Review and Analysis: • Approach: Conduct a thorough review of the City’s culture, current budget, Capital Improvement Program, and infrastructure needs. • Methods: Utilize existing city documents, financial reports, and strategic plans to understand the context and requirements. b. Revenue Measure Options: • Approach: Identify and evaluate potential revenue measure options. • Methods: Analyze historical data, benchmark against similar municipalities, and consult with financial experts to compile a list of viable options. c. Election Cycle Analysis: • Approach: Recommend the best election cycle for a potential revenue ballot measure. • Methods: Assess voter engagement trends, historical election data, and community priorities to determine optimal timing. d. Survey Design: • Approach: Design a comprehensive survey questionnaire. • Methods: Develop questions in English, Chinese (Mandarin), and Korean. Ensure statistically valid sampling methods to achieve a 95% confidence level with +/- 5% accuracy. e. Conducting Surveys: • Approach: Execute the survey to gauge community support. • Methods: Use a combination of online surveys, telephone interviews, and in-person polling to reach a diverse demographic. f. Data Analysis and Reporting: • Approach: Analyze survey results and provide actionable insights. • Methods: Utilize statistical software to interpret data, identify trends, and compile a comprehensive report with recommendations. 2. Communications and Reporting a. Kick-off Meeting: Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this document. | 5 City of Diamond Bar - RFP for Public Opinion Polling Services • Approach: Initiate the project with a detailed kick-off meeting. • Methods: Discuss project goals, timelines, and deliverables with City staff. b. Regular Updates: • Approach: Maintain consistent communication with City staff. • Methods: Schedule regular meetings to discuss progress, address concerns, and provide updates on analysis and recommendations. c. Final Report Presentation: • Approach: Present the final report to City staff and the City Council. • Methods: Prepare a detailed presentation highlighting key findings, challenges, and recommendations. 3. Additional Tasks (Optional) a. Additional Surveys: • Approach: Conduct additional surveys if required. • Methods: Implement additional statistically valid surveys/polls in increments of 100. b. Tracking Public Education Efforts: • Approach: Measure the effectiveness of public education and outreach efforts. • Methods: Conduct tracking surveys/polls to assess changes in public opinion over time. Potential Concerns or Problems Survey Participation: • Concern: Low response rates may affect the statistical validity of the survey. • Mitigation: Implement multiple methods of survey distribution (online, telephone, in- person) to increase participation. Language Barriers: • Concern: Ensuring accurate translation and understanding of survey questions in multiple languages. • Mitigation: Employ professional translators and conduct pre-tests to ensure clarity and accuracy. Data Privacy: • Concern: Protecting the confidentiality of respondents' information. • Mitigation: Adhere to strict data privacy protocols and ensure all data is anonymized. Timing and Scheduling: • Concern: Aligning the survey timeline with the City's schedule and election cycles. • Mitigation: Develop a detailed project timeline and maintain flexibility to adjust as needed. Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this document. | 6 City of Diamond Bar - RFP for Public Opinion Polling Services Community Engagement: • Concern: Ensuring community members are informed and engaged throughout the process. • Mitigation: Implement a robust communication plan to keep the community informed and involved. By addressing these potential concerns proactively, we aim to ensure the successful completion of the project and provide valuable insights to the City of Diamond Bar. E. Cost for Services Provide a detailed not-to-exceed cost proposal to accomplish the services requested. Identify the hourly allocation of resources by discipline and by each task identified in the Scope of Work, include billing rates for personnel, printing, attendance at public meetings, and any other cost anticipated. Please clearly highlight any additional or recommended tasks and include associated costs by listing them as “Optional.” No additional charges for items such as transportation, out-of-pocket expenses, etc., will be paid unless these are specifically included in the proposal. Detailed Not-to-Exceed Cost Proposal by Phases Phase 1: Public Opinion Survey a. Review and Analysis • Hours: 10 hours • Cost: $2,000 b. Revenue Measure Options • Hours: 15 hours • Cost: $2,250 c. Election Cycle Analysis • Hours: 8 hours • Cost: $1,600 d. Survey Design • Hours: 20 hours • Cost: $3,000 e. Conducting Surveys • Hours: 50 hours • Cost: $5,000 Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this document. | 7 City of Diamond Bar - RFP for Public Opinion Polling Services f. Data Analysis and Reporting • Hours: 60 hours • Cost: $10,500 Phase 2: Communications and Reporting a. Kick-off Meeting • Hours: 2 hours • Cost: $400 b. Regular Updates • Hours: 20 hours • Cost: $3,500 c. Final Report Presentation • Hours: 5 hours • Cost: $1,000 Phase 3: Additional Tasks (Optional) a. Additional Surveys • Hours: 20 hours • Cost: $2,000 b. Tracking Public Education Efforts • Hours: 15 hours • Cost: $2,250 Other Costs • Printing: $500 • Attendance at Public Meetings: $1,000 • Miscellaneous Expenses: $750 • Recruitment: $4,500 Total Not-to-Exceed Cost • Phase 1: Public Opinion Survey: $24,850 • Phase 2: Communications and Reporting: $4,900 • Phase 3: Additional Tasks (Optional): $4,250 • Other Costs: $6,750 Grand Total: $40,750 Notes • No additional charges for items such as transportation, out-of-pocket expenses, etc., will be paid unless these are specifically included in the proposal. Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this document. | 8 City of Diamond Bar - RFP for Public Opinion Polling Services •Optional tasks are clearly highlighted and listed separately with associated costs. This detailed cost proposal ensures that all aspects of the project are covered, and the City of Diamond Bar can have a clear understanding of the financial commitment required. F. Insurance Proof of insurance requirements addressed in the professional services agreement of this Request for Proposal shall be submitted by the selected Consultant upon execution of the contract as defined under the City’s existing purchasing Ordinance. The selected Consultant must submit a "Statement Certifying Insurance Coverage" certifying that the required insurance coverage will be obtained by the Consultant, and that the Consultant understands said coverage is prerequisite for entering into an agreement with the City. The Consultant is required to confirm with its insurance carrier that it can meet all the requirements for insurance. Failure to meet the insurance regulations as set forth shall result in proposer’s disqualification. Leap Agency, LLC certifies it will provide necessary proof of insurance requirements addressed in the professional services agreement, and certifies an understanding that the aforementioned requirements are a prerequisite for entering into an agreement with the City. G. Consulting Services Agreement Provide a statement certifying that you agree to the City’s Consulting Services Agreement terms and conditions. Any proposed edits to the agreement shall be submitted with the proposal for staff’s review and consideration. We hereby certify that we agree to the City of Diamond Bar’s Consulting Services Agreement terms and conditions as outlined in the Request for Proposals for Public Opinion Polling Services. We understand and accept all the terms and conditions specified and are prepared to comply with them fully upon entering into an agreement with the City.