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HomeMy WebLinkAbout1. City of Diamond Bar - (matter) Proposal “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 Proposal Response Agency: City of Diamond Bar Description: RFP for Ballot Measure Public Education and Outreach Services Date of Submission: June 13, 2025 2:00 pm PT Prepared by: LEAP FIVE, LLC dba (matter) Name/Title of Technical Point of Contact: Ira Minor Address: 214 E. 8th St., Floor 2, Cincinnati, OH 45202 Direct: (562) 896-9412 Email: GovRFPManager@leapgroupnetwork.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 Ballot Measure Public Education and Outreach Services Table of Contents A. Cover Letter .............................................................................................................................. 1 B. Project Team ............................................................................................................................. 2 C. Firm's Experience/References ................................................................................................ 5 D. Methodology/Project Understanding ..................................................................................... 6 Approach and Methodology ........................................................................................................ 6 Anticipated Concerns and Mitigation Strategies ....................................................................... 7 E. Cost for Services ....................................................................................................................... 7 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 Ballot Measure Public Education and Outreach Services A. Cover Letter City of Diamond Bar City Manager’s Office Attn: Alex Batres 21810 Copley Drive Diamond Bar, CA 91765 RE: Proposal Submission – Ballot Measure Public Education and Outreach Services Dear Mr. Batres, On behalf of (matter), I am pleased to submit our proposal to provide public education and outreach services in support of the City of Diamond Bar’s potential local sales tax ballot measure. We appreciate the City’s thoughtful planning and its commitment to engaging the community with transparency and clarity around this important issue. Our team brings decades of experience in public sector communications, multilingual creative campaigns, and community engagement initiatives. We have a proven track record of developing accessible, nonpartisan outreach materials that connect with diverse audiences and support informed civic participation. In collaboration with FM3 and your Community Relations Division, we are confident in our ability to deliver a campaign that meets your goals, timeline, and compliance standards. This proposal, including all pricing and conditions, is valid for a period of one hundred eighty (180) calendar days from the date of submission. I am authorized to bind (matter) to the commitments outlined herein. Thank you for the opportunity to be considered. We welcome the chance to partner with the City of Diamond Bar on this important initiative and look forward to the possibility of working together. Please visit https://leapmatter.com/nbd-creative-campaigns/ for more information. Sincerely, 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 Ballot Measure Public Education and Outreach 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. The (matter) team consists of highly skilled professionals with extensive experience in design, branding, marketing, UX, web development, and media services. Our key personnel bring expertise in creative direction, project management, production, and logistics to ensure high- quality deliverables. Attached are responsibilities and an organizational chart outlining the roles and qualifications of our team members who will be directly involved in managing and executing services. The team has worked on projects for notable clients such as the City of Mason, City of Ennis, Belle of Louisville, Louisville Water Company, First Transit, American Kennel Club, University of Louisville, Igloo, Ford Motor Company, Shurtape Technologies, Cintas, Beacon, Petmate, and Johnson & Johnson, bringing extensive experience in creative strategy, media planning, design, and project management. 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 Ballot Measure Public Education and Outreach Services Key Team Members and Roles Name Role Responsibilities Methodology Greg Fehrenbach Co-founder, Senior Creative Strategist Develops creative concepts and strategies that align with client goals. Synthesizes audience insights to create innovative strategies. Joel Warneke Co-founder, Senior Creative Strategist Provides strategic guidance for creative and campaign development. Leverages 25 years of expertise to guide creative execution. Jacquie Mannoquin Project Manager Manages overall project execution, timelines, and client communications. Utilizes structured project management practices to ensure timely delivery. Ruby DeWitt VP of Media Strategy Oversees media planning and buying strategies across digital and traditional platforms. Develops data- driven media strategies tailored to client objectives. Molly Kennedy Senior Media Manager Develops detailed media plans and implements multi- channel strategies. Purchases media buys and develops media tactics tailored to client goals Kenny Friedman VP, Executive Creative Director Provides creative direction, aligns strategy with business goals, and leads ideation sessions. Leverages two decades of experience to deliver impactful, innovative solutions. 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 Ballot Measure Public Education and Outreach Services Timothy Sauer, Ph.D. Director of Research Conducts research to inform strategic and creative decisions. Utilizes qualitative and quantitative research methods for data-driven insights. Laura Valentine Senior Market Researcher Gathers data and develops insights, analytics, and reporting. Creates reports from research and campaign performances for insights and optimizations. Shane Doyle Associate Art Director Assists in developing visual concepts and designs for print and digital projects. Combines creative vision with client brand guidelines for cohesive outputs. Kim Pegram Art Director Manages visual design across print, digital, and video platforms. Combines creative vision with technical expertise for cohesive branding. Madison Asher Associate Creative Director Supports creative strategy and execution in digital and video media. Balances strategic insight with creative storytelling. Christina Koplyay Senior Designer Creates visually compelling assets for print and digital media. Applies human- centered design principles to align visuals with audience needs. Taylor Cochran Producer Coordinates logistics for video and multimedia projects. Ensures seamless scheduling, budgeting, and resource allocation. Please see resumes included on the following pages. Greg Fehrenbach Leveraging his formal graphic design training from the University of Cincinnati's world-renowned College of Design, Architecture, Art and Planning (DAAP), Greg’s early career included leading in-house design functions for a Hong Kong-based toy company and a global bicycle brand. In 1999, Greg and business partner Joel Warneke formed a design agency that would become Matter Creative Group (MCG). In 2020, MCG became LEAP Matter, the branding agency of the LEAP Group Network. As President of LEAP Matter’s Cincinnati office, Greg continues to shape many well-known brands across business-to-business, consumer and healthcare categories for clients such as Ethicon, Cintas, Mentos, EOTECH, Beacon and Standard Bariatrics. In his free time, Greg enjoys outdoor activities, traveling and exploring the craft beer scene. More details: Early Life / High School • Love of drawing, especially cartoons of teachers and friends • Developed skills in still life drawing, lettering and photography • Received scholarship offers from Cleveland Institute of Art, Columbus College of Art and Design and the Presidential Scholarship College • High GPA and SAT scores, along with the goal of a career in in the field of design, led me to enroll in the Graphic Design program at DAAP (University of Cincinnati, College of Design, Architecture, Art & Planning) • Participated in the Professional Practice Program (co-op/internship program) starting in the 3rd year of DAAP’s 5-year program; where student alternate between quarters of study/school and work in the field. • Co-op experience at: o LPK (Global branding and packaging agency) § Helped produce packaging mock-ups § Prepared presentations § Assisted in design concepting for P&G, Purina, and other Fortune 100 brands o Cincinnati Public Schools § Developed campaign and print materials for their in-house media department o Source/Inc. (Chicago-based consumer packaging company) § Assisted design team in packaging concepts and mock-ups for Jim Beam, Eagle Claw, Newell Home Hardware, among other top CPG brands Professional Career Jeff Bisch Design & Lanard Toys (1992-1995) • Upon graduation from DAAP, took a position as the first full-time Graphic Designer for a toy design company in Santa Barbara, CA — Jeff Bisch Design • Developed product graphics and packaging for action figures, water guns, vehicles and many other plastic toys • The firm was purchased by its main client, Lanard Toys, based in Hong Kong • During my time at Lanard o I led the growth of the Graphic Design department, hiring and managing full- and part-time designers o Worked closely with the Product Design and Engineering teams to develop new products, prototypes and mockups o Managed the graphics for a line of 75+ SKUs o Helped support product placement efforts by attending and presenting at key retailer meetings (Walmart, Sam’s Club) o Attended Toy Fair exhibitions in NYC, where I helped man the Lanard Toys booth and walk the show floor to gauge industry trends o Traveled to Hong Kong and mainland China to visit production facilities and factories Source/Inc (1995-1996) • Looking for opportunities outside the toy industry, I moved to Chicago to take a job with Source/Inc (a CPG firm with whom I interned during college) • As a Sr. Designer at Source/Inc, I worked on creative teams for both the “Hard Goods” and “Food & Beverage” teams • Client experience included: o Bissell o Culligan o Oscar Mayer o Rubbermaid o Dial Soap o Jim Beam o First Alert Huffy Bicycle Co. (1996-1999) • My experience in the toy and CPG industries led me to take role at Huffy Bicycles to lead their Juvenile Bike Design Team • Ultimately, I was promoted to Design Manager where I oversaw design efforts for Juvenile Bikes, Adult Bikes, Cruisers, Scooters and Ride-Ons • Working collaboratively with Product Designers, Product Managers, Engineering and Sales departments, I was responsible for: o Tracking and presenting color and design trends o Naming of bike models o Paint colors and schemes o Decal artwork § Design of two “core” bike lines each year (50-75 models per year) § Design of “special” retailer-specific models § Activation of licensed properties on key models • Disney • Marvel • Warner Bros. • X-Games o Packaging artwork o Displays and point of purchase graphics o Showroom and trade show booth graphics • I travelled to China with Huffy sales, marketing, engineering, and product management to help establish collaborative relations with decal printers, packaging vendors and factories • Attended multiple Interbike and Super Show trade shows to observe industry trends • Designed the Huffy badge logo that appears on millions upon millions of bikes produced each year • Memberships o AIGA o Color Marketing Group o Ad Club • Recognition & Awards o Published logos in Graphis o Published in Print Magazine o Design Awards from Ad Club Design Orange (1999-2001) • Joel Warneke and I left Huffy to start our own Graphic Design firm with the vision to “do great work for great clients” • We were blessed to work with big brands such as: o Huffy Bicycles (through a retainer we negotiated as we were transitioning out of full-time employment) o Ford Motor Company o Titleist Golf o Cobra Golf • We also did overflow work with a larger multi-disciplinary (Graphic Design, Industrial Design and Digital/Web Design) agency out of Dayton, OH — Visual Marketing Associates (VM+A) Visual Marketing Associates (aka VM+A) (2001-2005) • Intrigued by the opportunity to join with an established firm with product design and web design experience, Design Orange merged with VM+A in 2001 • Key client work included: o Huffy Bicycles (we essentially became their “in-house” agency; with up to 5 employees working at Huffy HQ) o Suncast o Charbroil o InGear o Scubapro o Igloo • In late 2004, Joel and I decided to de-merge from VM+A and re-establish our own design firm. Rocket Science and Design / Matter Creative Group (2005-2020) • We looked to grow our business by: o Making it easy for clients to engage us o Developing smart (strategic/informed) creative (without making the process overly complex) o Delivering outstanding, beautiful design on every project • For the first 3 years, Huffy remained our bread-and-butter account • In 2008, Huffy decided to re-internalize the design function, signaling the end of our contract • We were fortunate to land on our feet in landing work with Ethicon Endo-Surgery (medical device division of Johnson & Johnson) • From one small, $1,500 project, we grew our work with Ethicon to over $1MM/year in creative services • Key client work included: o Ethicon Endo-Surgery § Meetings and Conventions (lead theme development, creative, and execution of graphics for trade show booths, events, and related meetings § Echelon (sales and marketing materials for Ethicon’s laparoscopic staplers) § Harmonic (sales and marketing materials for Ethicon’s laparoscopic endocutters) § Bariatric specialty (sales and marketing materials) § Mechanical devices (sales and marketing materials) o Janssen Pharmeceuticals o ConMed o Symmetry Surgical o City of Mason o Coleman o Cintas o Petmate o Jackson Galaxy o Tommy Armour Golf o PGA Tour o Schwinn o Mongoose Bicycles o P&G o Louisville Slugger o Orthocare o Modus o Norsk Titanium o Hydrotech o Camargo Pharmaceutical o General Tool Company • In 2015 we rebranded our agency as Matter Creative Group • In late 2019, following a few successful collaborations with LEAP Group’s video and animation team (LEAP Spark), we entertained the idea of joining forces with LEAP LEAP Matter (2020 - ) • In March of 2020, it became official — we became the branding “arm” of the LEAP Group Network • Joel and Greg serve as Co-Presidents and Principals of (matter), the Branding and Creative studio of Leap • We now, have the ability to function as a full-service agency should broader services beyond branding and graphic design be needed to help our clients “Market Less. Matter More.” • Key client work includes: o Beacon (Roofing and Building Materials) o Mentos o Johnson Outdoors o Cannovia o EOTECH o Bollé o Standard Bariatrics o Kaivac o Bike.com o Savor Patisserie Personal • Heritage Presbyterian Church, Mason, OH o Design and media support (branding, t-shirt graphics, etc.) o Deacon 2020-2022 (family and homebound outreach) o Mission activities / volunteer § Back 2 Back Ministries (Monterrey, Mexico) § Fuller Disaster Services (New Bern, North Carolina) § Tender Mercies § Interfaith Hospitality Network • Member of Kolping Cincinnati o Schützenfest volunteer o Schützen Club (shooting club scorer) • Select Baseball Assistant Coach (2006 – 2018) • Hobbies and Interests o Travel o Craft Beer and Bourbon o Sports (NCAA, MLB, NFL) o Fantasy Football (NFL Fantasy Football 3x Super Bowl Champion) o Outdoor Activities § Pickleball § Disc Golf § Golf § Hiking § Canoing/Kayaking o Live Music    Contact www.linkedin.com/in/ jacquiemarroquin (LinkedIn) Top Skills Stakeholder Management Resource Allocation Problem Solving Jacquie Marroquin Senior Project Manager Tulsa, Oklahoma, United States Summary Sr. Project Manager with over a decade of experience on major automotive, cell phone and grocery chain advertising clients. Able to lead digital, print, video and social media campaigns. Experience Hey, Senior Project Manager May 2023 - December 2023 (8 months) Seattle, Washington, United States Hey, Senior Project Manager July 2022 - October 2022 (4 months) Seattle, Washington, United States Saatchi & Saatchi Senior Project Manager June 2021 - October 2021 (5 months) Seattle, Washington, United States Saatchi & Saatchi Project Manager November 2007 - May 2020 (12 years 7 months) Education The Evergreen State College Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services  Page 1 of 1 RUBY DEWITT 812-340-0135 | rdewitt@leapamp.com | Indianapolis, IN EXPERIENCE: LEAP Amp, Indianapolis, Ind. Vice President, Media Strategy 2023-Present Leverages qualitative and quantitative research to develop cutting-edge marketing strategies for clients, such as Eli Lilly & Company, True Food Kitchen, and the American Kennel Club. • Maintains relationships with network, publisher, influencer, and ad tech partners. Keeps abreast of the always-changing digital landscape and partners’ evolving capabilities to determine value within clients’ strategies and plans. • Responsible for retaining and growing current business. Provides subject matter expertise in media strategy and planning, as well as oversees execution of media buys, for Lilly’s Corporate Affairs and Medical Affairs teams. The ongoing success of both programs has resulted in year-over-year growth for three consecutive years. Director, Media and Advertising 2017-2023 Responsible for the development and execution of media strategies for clients, such as P.F. Chang’s, Heaven Hill Brands, and Progress Software. • Led team of social media managers and media buyers that manage more than 15 clients’ digital advertising efforts. • Responsible for retaining and growing current business. Developed the organic and paid social media strategies for Hpnotiq and Cold Spell Whiskey. The success from both programs resulted in growing the agency’s Heaven Hill Brands portfolio to six brands, including Admiral Nelson’s Rum, Blackheart Rum, Burnett’s Vodka, Deep Eddy Vodka, and Lunazul Tequila. Raidious, Indianapolis, Ind. (Now MKR Agency) 300 North Meridian Street, Suite 1750 | 317.955.9414 Director of Social Media and Content Distribution 2014-2017 Responsible for the coordination and execution of organic and paid content distribution services. Effectively collaborates with other service line directors and senior strategists to develop comprehensive owned media strategies for clients, such as Cummins, Mint, Mercer, Walton Family Foundation, and Methodist Health Foundation. • Lead team of four community and media managers that manage more than 20 clients’ social media channels and digital advertising efforts. • Created Raidious’ fastest growing service line after identifying an opportunity for the agency to expand its organic social media offering to paid media and influencer marketing. • Retained a long-term relationship with the world’s largest children’s museum, The Children’s Museum of Indianapolis, by successfully managing, creating, and measuring blog and social media content. • Developed the organic and paid social media strategy for Lids Sports Group. After implementation, the hat retailer’s Facebook audience grew by 58 percent in four months while maintaining steady month-over-month engagement. • Crafted and implemented a video distribution strategy for Ernest Packaging Solutions in partnership with Fender, earned 2.2 million views in one month, a 435 percent increase in views from the company’s second most popular YouTube video. Social Media Manager 2011-2014 Managed the creative content and audience engagement for brands on their social media channels. • Managed and measured the social media channels for Walmart Corporate Affairs, increasing overall engagement and total audience by 10,000 followers. • Executed a monitoring strategy for Indiana University Health that expedited social response time from more than 48 hours to less than 24 hours, decreased negative sentiment by 10 percent and enabled the healthcare system to measure conversation before, during and after PR-related incidents. • Implemented content and 24/7 on-channel monitoring strategies for Finish Line, which increased the sports retailer’s direct Facebook audience from 100,000 to 1.5 million fans in 10 months. By establishing direct correlations from social engagement to intent to purchase, increased online sales by 60.1 percent. • Coordinated with Super Bowl XLVI committee members and trained student interns to help implement the first-ever Super Bowl Social Media Command Center. The real-time monitoring and response to online conversations surrounding the week’s events was so successful that the New Orleans’ Super Bowl committee met with the Raidious team to implement a similar strategy for Super Bowl XLVII. EDUCATION: Indiana University, Bloomington, IN, Bachelor of Arts in journalism 2011 Molly Kennedy 3172923346 k mkennedy@leapamp.com Professional Summary Results-driven Media Manager with over eight years of experience in social media strategy, content creation, and digital marketing. Skilled in developing and implementing innovative strategies to build brand presence, engage audiences, and drive growth. Proficient in graphic design, photography, videography, SEO, and cross-platform content management. Adept at leveraging data analytics to optimize campaigns and enhance user experience. Professional Experience LEAP Amp | Indianapolis, IN Senior Media Manager (2019 - Present) Clients: Eli Lilly, American Kennel Club, True Food Kitchen, Summit Brands • Developed and executed media strategies by utilizing detailed targeting tactics to maximize audience reach, engagement, and conversion rates across multiple social platforms. These strategies incorporated audience insights, behavioral data, and A/B testing to ensure optimal performance. • Created and collaborated with cross-functional teams to develop compelling ad content tailored to diverse audience segments on platforms such as Meta, LinkedIn, and TikTok. Leveraged platform-specific trends, formats, and creative best practices to enhance campaign effectiveness and engagement. This includes both shooting and creating the content and also working with creative teams to guide their executions as well. • Developed and executed influencer marketing strategies, partnering with influencers across various verticals to build brand trust, authenticity, and awareness. Conducted research to identify suitable influencers, managed outreach and contracts, and ensured alignment with client goals and brand messaging. Kentucky Derby | Louisville, KY Content Manager (Freelance) May 2020 - Present • Collaborate with stakeholders to maintain and grow digital presence for the iconic event. • Deliver engaging multimedia content to enhance audience experience. Social Media Manager (Freelance) June 2016 - Present | Indianapolis, IN • Partner with business owners to establish and expand their online presence. • Create tailored strategies for diverse clients across platforms like Instagram, Facebook, and Twitter. • Analyze campaign success metrics to refine future strategies. Freelance Photographer/Videographer January 2016 - Present • Deliver high-quality visual content to support clients' branding and storytelling needs. MainGate Inc. | Indianapolis, IN Digital Content and Social Media Assistant August 2017 - August 2018 • Designed and executed social media campaigns to support merchandise and event promotions. • Humane Society of Indianapolis | Indianapolis, IN Education Indiana University Bachelor of Arts in Psychology Achievements 1. Successfully raised $100,000+ for Eiteljorg Museum event fundraising. 2. Achieved notable growth in audience engagement and brand visibility for freelance clients. 3. Reduced customer service issues through user-friendly web and social media optimizations. KENNY FRIEDMAN PH: 612-385-1973 Email: kfriedman@leaphumanx.com Louisville, KY SUMMARY: Kenny is a seasoned creative leader known for his ability to turn stories into compelling visual experiences and bringing brands to life. His passion for creativity drives him to consistently exceed client expectations by leading diverse teams in delivering innovative creative solutions that elevate brands. Kenny’s expertise spans a wide spectrum, including production, branding, web design, retail, and comprehensive 360-degree marketing strategies. WORK EXPERIENCE: LEAP Group- Louisville, KY (10/2023-present) 2500 Technology Dr., Louisville, KY 40299. POC ph# 502.212.1290, Michael Wunsch VP Executive Creative Director. 2023-present Leap Group + Leap (human)x Manage the team of creatives, including Art Directors, Copywriters, Designers, Videographers and Animators across the roster of Leap Group agencies. AI consultant. 2022-2023 Worked with brands, creative agencies and photographers to teach creative teams how to use generative AI and bring it into the workflow as a tool to add to creativity and ideation. VP Group Creative Director. 2020-2022 Known Led multi-disciplinary teams of writers, art directors and designers to create brand-building and performance-driving campaigns. Head the creation of culture initiatives to strengthen the creative group. • Led the creative for Memorial Sloan Kettering’s lead gen campaign during a sharp downturn in patients due to COVID. Within two months we got them to 75% capacity (up from 25%) and back to normal capacity in six months from campaign launch. o Full 360 campaign including TV, radio, OOH, print, B2B, podcasts, social. • Led the creative for Talkspace Created their first campaign that did not leverage a celebrity and told a more emotional story. The campaign helped build the brand while lowering the cost of acquisition of new customers by 15% Senior Creative Director. 2017-2020 Upshot Oversaw cross-functional teams to augment product value deliverables via multichannel marketing campaigns in the retail space. Refined the creative execution strategy from ideation to actualization through thought leadership and iterative process improvements for all campaigns. • Grew our share of the pie on accounts by delivering strong creative and building a trusting connection with our client teams. Projects included event, brand, social, video, advertising and shopper marketing. • Helped win the social media creation, execution and implementation of a brand by showing we can create cost- effective solutions that deliver on our client’s goals Creative Director. 2014-2017 FLOR Assembled a formidable creative team to capitalize on business development opportunities and successfully reestablished FLOR as a leader in home décor and ranked 3rd in best redesign of 2016 on Brand New. • Led all creative marketing projects ranging from brand messaging, web and app design, social, email, retail POS, store design, catalog and direct mail and helped hit, and surpass, sales goals every quarter. • Optimized photography process, resulting in a 30% increase in new image creation with no budget increase. Group Creative Director. 2011-2014 Gage Led team of multi-disciplinary creatives and UX technologists to develop multi-channel marketing tools and initiatives with oversight of department PnL. • Changed the project process to allow for greater collaboration and ownership. Strengthened the relationship between Design, UX, Copy and Technology, as well as Account and Project Management, to gain trust, which opened the door to collaboration, this led to a partner award from 3M. Associate Creative Director. 2009-2011 JWT Oversaw digital campaign initiatives for client accounts as well as oversight of the digitization strategy and transition of the Toronto office. • Worked closely with the UX team to have their ideas integrate better with design. Gained trust of that team by showing fairness and knowledge which allowed the creative to spread their wings. Associate Creative Director. 2004-2009 Target Led creative direction for multiple product launches, and development of creative assets across display, packaging, digital, shopper and circular campaigns. • Co-created Dream In Color, a multi-year campaign that led all community relations diversity marketing. In our first year of the new campaign online classroom curriculum had a download rate 3500% higher than forecast. • Worked closely with our buying teams to identify the need for a redesign of our consumable and commodity pages. Products saw better performance and many of the covers and concepts became top performing best-in- class designs concepts. Art Director. 1999-2004 Upshot Oversaw multiple retail marketing campaigns that varied from photography for partner brands to strategic IC initiatives and thought leadership across the organization. Clients include: Talkspace | Memorial Sloan Kettering | Vive Organic | Stackwell | UMG | Warner Bros. | Build A Rocket Boy Camp | Energizer| Mazola | Karo Syrup | Johnson & Johnson | P&G | Therma-Tru Doors | Corelle Scotch Blue Painter’s Tape | 3M | Tekk Protection | Littmann Stethoscopes | Walmart | AARP Health UnitedHealthcare | Kraft Dinner| Canada Dry | Diageo | Seagram’s | Microsoft EDUCATION: Cleveland State University, Cleveland, OH B.A. Photography and Fine Art 1996 TIMOTHY M SAUER, PH.D. PH: 502-387-0440 Email: tsauer@leapagency.com Louisville, KY SUMMARY: Experienced behavioral researcher and strategic marketer. Thirteen years of experience in the field of research across a variety of verticals, including: public education, communications, healthcare, and transportation. WORK EXPERIENCE: LEAP Agency- Louisville, KY (06/2014-present) 2500 Technology Dr., Louisville, KY 40299. POC ph# 502.212.1290, Michael Wunsch Director of Research. 2019-present Manage team of analysts and lead agency direction in consumer research and audience understanding. Harness key insights to inform marketing strategy, creative direction, and UX/UI design. • Sell research and discovery to prospective and current client stakeholders • Responsible for development and execution of research department budget • Hire, train, and manage workflow for team of analysts • Serve on agency leadership team- conducting relevant research to contribute to strategy and direction Senior Data Scientist. 2016-2018 Served as the Subject Matter Expert in research methodology, statistical procedures, and data analysis for the agency. • Directed activity of team of analysts and assistants. • Led research activity from methodology and design to collection and analysis • Assisted in development of empirically based marketing strategies • Responsible for dissemination of key findings and insights to relevant internal and client stakeholders • Hired, trained, and evaluated team of analysts and assistants Marketing Research & Analytics Specialist. 2014-2016 Spearheaded the introduction of comprehensive marketing research services. Overhauled performance reporting by moving from simple data report-outs to insight driven storytelling and real-time dashboarding. University of Louisville: College of Education & Human Development - Louisville, KY (2013-2014) 1905 S 1st St., Louisville, KY 40208. POC ph# 502.852.4014, Namok Choi, Ph.D. Adjunct Faculty Served as an instructor for two graduate level courses: Introduction to Research Methods and Applied Statistics. Independent Research & Evaluation Consultant - Louisville, KY (2009-2014) Consultant Provided support in quantitative research methodology, program evaluation, and advanced statistics. Clients included: Signature Healthcare, The Learning House, The Louisville Zoo, Sons of the American Revolution, and The Collaborative for Teaching and Learning EDUCATION: University of Louisville, Louisville, KY, Doctor of Philosophy (Research + Evaluation)- 2012 Dissertation: Predictors of Student Course Evaluations Bellarmine University, Louisville, KY, Bachelor of Arts (Psychology + Crim. Justice) – Summa Cum Laude 2006 LAURA VALENTINE PH: 502-472-8303 Email: lauradvalentine@gmail.com Louisville, KY SUMMARY: Five (5) years of experience in social science research across the private and public sector, including working as an assistant on two Federal grants awarded to the Louisville Metro Government. In academia, my research focus has often been on Infrastructure, while my private sector experience is focused on developing marketing strategy. WORK EXPERIENCE: • My focus is on qualitative/ethnographic methods, but utilized mixed methods approaches to research daily in my current role. I have end-to-end research experience and am able to oversee whole projects as well as work as part of a team. LEAP Agency – 2500 Technology Drive, Louisville, Kentucky 40299 (10/2018-present). POC Ph# 502-387-0440, Timothy Sauer. Sr. Marketing Research Analyst • Responsibilities include research design and development of research protocols, some project and budget management, participant recruitment, primary data collection, data analysis and creation of reports for both internal and external goals. • Methodologies used include qualitative and quantitative methods (focus groups, interviews, surveys, secondary research). University of Louisville – 2301 S 3rd Street, Louisville, Kentucky 40291 Grant: Learning How The Community Leads: Evaluating and Informing City-Based Participatory Engagement in West Louisville Program Assistant and Data Manager (08/2018-08/2019), POC Ph# 502-852-3012, Dr. Angela Storey. • Responsibilities included assistance with project logistics, secondary research, primary data collection, and presentation of research reports for internal team leads as well as for presentation at academic conferences. Anne Braden Institute for Social Justice Research (08/2017-05/2018) POC Ph# 502-852-6142, Dr. Catherine Fosl. • Conducted secondary research for faculty/visiting scholars at the University of Louisville, and helped develop whitepapers, manage resource databases, community-engaged outreach/education campaigns. Grant: Louisville Farmer's Market Coordination, Access and Capacity-Building Project (06/2016-03/2017), POC Ph# 502- 852-6864, Dr. Lisa Markowitz. Researcher • Responsibilities entailed primary data collection through on-site surveys and interviews, participant recruitment, data entry, coding, and analysis using SPSS. EDUCATION: University of Louisville, Master of Arts Degree (MA, Anthropology) 2018 University of Louisville, Bachelor of Arts Degree (BA, Anthropology) 2014 SHANE DOYLE PH: 513-290-4957 Email: sdoyle@leaphumanx.com Louisville, KY SUMMARY: Experienced creative specializing in design and direction. Six years of career design experience in mediums including packaging, branding, advertising, web, layout, and motion for B2B, B2C and CPG brands. WORK EXPERIENCE: (human)x - Louisville, KY (08/2019-present) 2500 Technology Dr., Louisville, KY 40299. POC ph# 502.212.1290, Michael Wunsch Senior Designer. 2022-present Connect research, insights, and strategy into innovative and breakthrough creative. Lead design projects and oversee the work of low to mid-level designers. • Develop creative concepts and systems across a wide range of design initiatives • Art direct photography, videography, and animation projects • Direct low to mid-level graphic and UX designers to assure creative ideas are carried out in execution • Collaborate with copywriters, animators, photographers and UX designers • Help to create and maintain a creative consciousness and philosophy across Leap Group • Train, and manage workflow for team of designers • Execute design Designer. 2019-2022 Work to bring creative concepts and ideas to life across a wide range of mediums. • Execute design • Work closely with creative directors and art directors to assure the concept comes to life within the final design • Collaborate with copywriters, animators, photographers and UX designers • Continue to develop and sharpen design skills Equator Design – Cincinnati, OH (06/2018-10/2019) 15 E 14th St., Cincinnati, OH 45202. ph# 513.901.6305 Designer. 2019 Develop and execute creative packaging design concepts for private label brand products • Develop creative concepts • Direct photography • Execute design • Work closely with a packaging production team assure quality of final product Junior Designer 2018-2019 Assist mid to senior level designers in carrying out creative packaging design concepts • Execute design production • Make design amends Gyro – Cincinnati, OH (Summer 2017) Design Intern. Part of a professional business to business advertisement agency responsible for developing concepts, creating visual experiences, and assisting senior creatives. Landor – London, United Kingdom (Summer 2015) Design Intern. Responsible for assisting the design team in client meeting preparations, printing, and internal branding project and delivering excellence. Improved my personal design and brand building skills by working with lead designers and directors. EDUCATION: Northern Kentucky University, Highland Heights, KY, BFA in Visual Communication Design, Class of 2017 Oak Hills High School, Cincinnati, OH, Class of 2013 KIM PEGRAM 513-368-7294 kimpegram3@gmail.com SUMMARY Experienced designer with a strong background in production design, specializing in creative solutions for high-quality publications, books, collateral, and promotional materials across both print and digital platforms. Proven ability to manage and train new designers while consistently delivering results in diverse markets such as retail, hospitality, B2B, and B2C. WORK EXPERIENCE (matter) — Cincinnati, OH Director of Design Implementation 03/2020 – present • Led complex design projects from concept to final execution, including branding, marketing collateral, and web assets. • Developed creative concepts and visual strategies for large-scale campaigns, ensuring brand consistency across all deliverables. • Oversaw end-to-end production of print and digital marketing materials, ensuring all projects met brand guidelines and quality standards within tight deadlines. • Manage designers by providing mentorship, guidance, and feedback to enhance creativity and efficiency. • Ensure consistency in brand messaging and design across all platforms, including print and digital. • Matter Creative Group— Cincinnati, OH Senior Designer 09/2014 – 03/2020 • Developed creative concepts and visual strategies for large-scale campaigns, ensuring brand consistency across all deliverables. • Provided mentorship to junior designers, offering guidance on design best practices, typography, layout, and visual hierarchy. • Reviewed and refined design drafts from team members, ensuring quality and adherence to project specifications and deadlines. • Created detailed design mockups and presentations for client review, incorporating feedback into revisions to achieve optimal results. • Managed multiple projects simultaneously, prioritizing tasks and coordinating with production teams to ensure timely completion. Madison Design Group— Cincinnati, OH Senior Designer 07/2013 – 03/2014 • Led the design and production of marketing collateral for major clients including Mercy Health, Cincinnati Children’s Hospital Medical Center, and YWCA. • Managed the creative process including conceptual sketches, presentation, revisions, and final artwork. • Collaborated with art directors and partners on various projects, while also excelling in independent work. ST Media Group Intl— Cincinnati, OH. Senior Art Director 01/2000 – 06/2013 • Directed the visual and design strategy for various trade publications in the retail and hospitality sectors. • Collaborated closely with editorial teams to shape brand direction, develop design solutions, and meet production deadlines. • Partnered with marketing and web departments to produce collateral for publications, websites, and trade shows. • Promoted to Senior Art Director with key achievements including redesigning VMSD in 2000 and 2008, Hospitality Style in 2010, and Boutique Design in 2013. Horwitz Advertising— Cincinnati, OH. Art Director 04/1997 – 12/1999 • Designed and art directed projects which included: brochures, print advertising, direct mail, newsletters and identity pieces. • Managed the trafficking of assignments between in-house designers and freelancers. • Consistently met deadlines on all projects and tasks. • Art directed photo shoots. • Developed solid relationships with clients, vendors and internal staff. EDUCATION Northern Kentucky University Bachelor of Fine Arts – Class of 1996 Emphasis in Graphic Design Bachelor of Arts in Art, Graphic Design Concentration Bachelor of Arts in Advertising Xavier University Cincinnati, Ohio August 2013 – May 2017 • Proficient in Adobe CS: Photoshop, Illustrator & InDesign with experience in After Effects and Premiere. • Art direction on a wide variety of projects; 360 campaigns, in store, social & digital experiences • Typography and page layout • Critical and creative thinking, working fluidly among teams and deadline management • Production experience owning projects from start to finish • Team Leadership Art Director, Creative Problem Solver MADISON ASHER CONTACT EXPERIENCE EDUCATION SKILLS madisonasherdesign.com 440-552-5727 madisonasher29@gmail.com Chicago, Illinois @ ART DIRECTOR Upshot Agency | Chicago, Illinois September 2019–March 2021 Brands: Johnson & Johnson Portfolio, ACH Foods: Karo Corn Syrup, Fleischmann’s Yeast, Mazola Corn Oil, LiftMaster, Chamberlain Brought to life campaigns for household brands that included in-store, online, and social media activations. BRAND DESIGNER Equilibria | Chicago, Illinois March 2021–December 2021 Campaign ideation from art direction to photoshoot direction, influencer packages, paid and organic media, print collateral, infographic creation and email marketing. SENIOR ART DIRECTOR SRW Agency | Chicago, Illinois December 2021–October 2022 Brands: Perfect Snacks, Outstanding Foods, Alter Eco, Aspire Energy, KA-ME, Walden Farms, The Strong Inside, Fifth Season Art direction, client pitch decks, social media ads, influencer campaigns, designer from start to finish ASSOCIATE CREATIVE DIRECTOR SRW Agency | Chicago, Illinois October 2022–Present Brands: Himalaya Supplements, Field Roast Plant-Based Meats, Chao Creamery, The Strong Inside, Walden Farms, KA-ME Leading team to ideate brand driven platforms and art directing content that help wellness brands grow through digital media. JR. ART DIRECTOR Upshot Agency | Chicago, Illinois August 2017–September 2019 Johnson & Johnson, P&G, Schwans Foods, Scott’s Miracle Grow POS Collateral, Product Launch, Campaign Toolkits, Retailer Specific Campaigns, Production experience CREATIVE INTERN Upshot Agency | Chicago, Illinois June 2017–August 2017 Johnson & Johnson, P&G ENTREPRENEUR & ART DIRECTORMaddawg’s Shirts, MaddawgsShirts.com February 2016–2020 Designed and developed functional website with Shopify’s ecommerce platform to sell tshirt designs by maddawg. Education University of Cincinnati, DAAP BFA Graphic Communication Design Class of 2016 I’m a graphic designer based in Cincinnati, with over seven years of professional design experience. Most recently my work has been focused around branding, packaging, and photo art direction. CHRISTINA KOPLYAY Experience Skills Branding & Identity Conceptual & Strategtic Ideation Package Design Print Design Environmental Design Signage Photo & Art Direction Social Media Photography Market Research Cross-Functional Collaboration Contact koplyaydesign@gmail.com 859.802.2779 koplyaydesign.com goDutch · Cincinnati, OH 6/16—8/22 Graphic Designer Worked as a member of a small, collaborative team in a fast-paced environment to create thoughtful design solutions for a variety of clients across industries. Specific focus in branding and conceptual ideation, package design, and photo art direction. 8/15—12/15 Graphic Design Co-op Worked as a member of a small team on a variety of both global and local brands, with a focus on packaging and brand design. Apple Inc. · Cupertino, CA 1/15—5/15 Print Design Co-op Worked as a member of the Print team on large-scale environmental in-store projects and various internal presentations. Product photo shoot and digital rendering experience. WD Partners · Columbus, OH 8/13—12/13, 5/14—8/14 Graphic Design Co-op Collaborated with multiple teams of designers on projects ranging from identity design, to packaging, to experiential and envionmental point-of-purchase. Blegalbloss · Cincinnati, OH 1/13—5/13 Graphic Design Co-op Worked with the in-house startup creative team on market research for storage innovation, identity exploration, and package design. TAYLOR COCHRAN 502-930-8669 tcochran@leapsparkagency.com SUMMARY Experienced multi-media producer with 10 years of experience producing video, still photography, written content, social media strategy and more for clients like Maker’s Mark, Jefferson’s Bourbon, The American Kennel Club, The LEE Initiative and a variety of independent artistic productions. WORK EXPERIENCE (spark) — Louisville, KY Producer 05/2023 – present •Lead producer handling scheduling, casting, crewing, propping, wardrobe, locations, craft services, coordination and logistics on all (spark) productions •Worked alongside creative and account teams to ensure final production delivers on client brief •Produced social media strategies and action plans based on research and client immersion •Managed and oversaw budgets of all sizes to find efficiencies and maximize resources Neon Bites— Louisville, KY Co-Founder / Producer 10/2018 – 4/2023 •Co-Founded boutique media production agency focused on the food and beverage industry •Produced product, lifestyle, documentary and creative shoots for major brands, artisan producers and fine dining establishments •Created social media strategies, created content plans and managed the online presence of several large brands Doe Anderson— Louisville, KY Social Content Coordinator 05/2015– 09/2018 •Created content plans and productions primarily for Maker’s Mark Bourbon while assisting on organic social media content production for additional clients •Managed all organic communications across platforms •Organically grew Maker’s Mark’s following on Instagram from 13k – 120k in a little over 3 years by changing look, feel, and process for social media content development •Assisted in activation planning and capture EDUCATION Bellarmine University Bachelor of Arts – Class of 2012 Emphasis on Photography and Media Studies 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 Ballot Measure Public Education and Outreach Services C. Firm's Experience/References Provide a list of at least three (3) references who may be contacted to discuss their experience working with the Company on similar projects. Please provide contact information, including Organization, Name, Title, Address, Phone, Email, Project Name, and Completion Date. 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 / Tradeshow / 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 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 Ballot Measure Public Education and Outreach Services Estimate Project Time Frame: 2023-current Services: Discovery, Stakeholder Interviews, Consumer Research, Product Brand Strategy, Logo Design, Packaging Concepts, Validation Research 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 Methodology (matter) At (matter), we specialize in crafting research-informed, community-sensitive creative campaigns that break through noise with clarity, consistency, and integrity. For the City of Diamond Bar’s Ballot Measure Public Education and Outreach Services, our approach is designed to not only inform but also empower residents to understand what’s at stake—while remaining fully compliant with non-advocacy guidelines. Phase I: Discovery and Research Alignment Our team will initiate the engagement with a working session involving City staff and FM3 to align on key findings from the opinion survey. This includes: • Identifying public awareness gaps, demographic triggers, and communication sensitivities. • Evaluating the City’s existing communication infrastructure and identifying underutilized channels. • Mapping priority audiences based on language, geography, and civic engagement level. Phase II: Strategic Messaging and Creative Development We believe messaging must be simple, accessible, and consistent—especially when navigating complex fiscal topics. Our creative process includes: • Developing a nonpartisan messaging framework that explains the ballot measure in clear, relatable language. • Creating content in English, Mandarin, and Korean, with cultural nuance and design sensitivity to ensure inclusivity. • Designing modular creative assets—print mailers, social posts, email templates, video scripts—that can be deployed flexibly over time. Phase III: Campaign Activation We will collaborate with the City to phase communications over the campaign’s long runway, from initial awareness to decision-point clarity. This includes: 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 Ballot Measure Public Education and Outreach Services • Supporting the launch of community education events, speaker presentations, and City- hosted Q&As. • Providing toolkits and templates the City can use across departments and channels. • Advising on message calibration in response to FM3’s follow-up tracking surveys. Phase IV: Reporting and Collaboration (matter) will conduct regular milestone meetings with City staff to present creative drafts, track performance, and make iterative adjustments. All work will be reviewed and approved through a shared planning framework to ensure timely deployment and message alignment. Anticipated Concerns and Mitigation Strategies Concern Response Strategy Voter confusion or misinformation We prioritize clarity, use plain language, and emphasize fiscal transparency without advocacy. Multilingual engagement gaps Native-speaking translators and culturally competent creative ensure resonance across Mandarin and Korean audiences. Long campaign runway Our phased approach is built to sustain engagement across 12+ months, with evergreen messaging and scalable content. Platform saturation We balance analog and digital tools— including printed collateral, newsletters, and face-to-face outreach—to reach residents where they are. 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. Please see attached on the following page. (matter) Fixed Cost Proposal Task Phase Personnel/Discipline Hourly Rate ($)Estimated Hours Total Cost ($) Phase I – Initial Outreach Research Research + Intelligence 152 40 6,080.00$ Phase I – Initial Outreach Research Project Management 148 10 1,480.00$ Phase II – Development of Outreach Materials Creative - Concept Design 185 40 7,400.00$ Phase II – Development of Outreach Materials Content Production 135 40 5,400.00$ Phase II – Development of Outreach Materials Translation (assumed Content Production rate)135 80 10,800.00$ Phase II – Development of Outreach Materials Project Management 148 10 1,480.00$ Phase III – Implementation of Outreach Materials Client Services / Account Management 131 30 3,930.00$ Phase III – Implementation of Outreach Materials Project Management 148 10 1,480.00$ Phase IV – Communications and Reporting Account Management Services 127 20 2,540.00$ Phase IV – Communications and Reporting Project Management 148 10 1,480.00$ Travel TBD 0 0 5,000.00$ Optional – Additional Design Services Creative - Implementation Design 139 20 2,780.00$ Optional – Additional Language Translation Content Production (assumed rate)135 15 2,025.00$ Optional – Distribution of Mailers Print Vendor / Coordination (estimated flat)0 0 2,500.00$ 54,375.00$ 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 Ballot Measure Public Education and Outreach Services 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. Please see attached separately. 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 agree to the terms and conditions as outlined in the City’s Consulting Services Agreement and are prepared to enter into such an agreement upon award of the contract. At this time, we do not propose any edits or modifications to the standard agreement language. Should any clarifications arise during contract negotiations, we are committed to working collaboratively with City staff to ensure compliance and mutual understanding.