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HomeMy WebLinkAbout1. Proposal_TCX_DiamondBarCi_FINALBALLOT MEASURE PUBLIC EDUCATION AND OUTREACH SERVICES June 6, 2025 Prepared by: 2 TeamCivX.com City of Diamond Bar Manager’s Office Attn: Ryan McLean and Alex Batres 21810 Copley Drive Diamond Bar, CA 91765 Dear Mr. McLean and Mr. Batres: On behalf of TeamCivX, I appreciate the opportunity to submit this proposal to help the City of Diamond Bar provide public education and outreach services pertaining to a potential local sales tax ballot measure in the November 2026 election. Personally, I worked closely with Diamond Bar staff to help prepare the successful TOT increase Measure Q in 2018. We also helped prepare and pass the most recent successful school bond measure for Walnut Valley Unified School District. It would be a pleasure to resume our working relationship with your community. My partners and I have a long track record of success in Los Angeles County and throughout Southern California. While TeamCivX is a new business venture for us, we are a team of seasoned professionals with decades of experience helping hundreds of public agencies navigate the ballot measure process to achieve locally controlled funding. We are strategy and communications consultants with unmatched experience evaluating the feasibility of local funding measures, designing measures for the ballot that align with community priorities and implementing informational communication efforts to raise awareness of your funding needs. TeamCivX is uniquely positioned to support the City of Diamond Bar in your local sales tax measure efforts for a number of reasons: • The Go-To Consultants for Revenue Measure Success. The partners at TeamCivX have passed more revenue measures and secured higher amounts of local funding than any firm in the State. We’ve developed a unique expertise over decades of success and specialize in the exact skill set that you are looking for. Our tried-and-true approach has been refined over hundreds of successful projects for every type of government agency in California. We understand how to navigate local government to develop creative solutions to our clients’ funding needs, translating complicated policy and services into digestible language the public will understand. • Unmatched Experience in Los Angeles County. My partners and I have extensive experience working in Los Angeles County and throughout Southern California. We’ve passed city finance measures all over the county — including in Beverly Hills, Diamond Bar, Downey, Glendale, La Cañada, La Verne, Lancaster, Lomita, Manhattan Beach, Montebello, Palmdale, Paramount, Pomona, Santa Fe Springs, Santa Monica, South Pasadena, Torrance, Whittier — and know your area well. • Experience Navigating Challenging Environments. A ballot measure is impacted by factors far beyond our control, including the state of the economy, political division, the public’s trust in government and many other factors. We’ve helped our clients navigate economic downturns, partisan division, controversy, competition with other ballot measures and other challenges to achieve success. 3 TeamCivX.com • Capacity to Serve You. TeamCivX’s seasoned partners and well-trained staff have both the knowledge and the capacity to serve your needs throughout the measure planning process. I am one of TeamCivX’s founding partners and I will personally lead your project and be your primary point of contact. I will be supported by one of our experienced Consultants who will help manage project logistics to ensure the plans I develop are executed on time, on budget and with precision. The remainder of this proposal describes our project team, TeamCivX’s experience/references, methodology, cost for services, and our consulting services agreement. If you have questions or need additional information, please don’t hesitate to contact me on my cell phone at 415-816-3412 or at JBoigon@TeamCivX.com. This proposal will remain valid for 180 days and the staff proposed are available to work on the project. As a Founding Partner and Managing Member of TeamCivX LLC, I am authorized enter into a contract for this work. Thank you, Jared Boigon Partner, TeamCivX 21 Orinda Way, Suite C-191 Orinda, CA 94563 4 PROJECT TEAM TeamCivX.com Rochelle Lewis Consultant Jordan Visola Director of Creative Operations Jared Boigon Partner Graphic Designers/ Print Production 5 TeamCivX.com JARED BOIGON, Founding Partner at TeamCivX Jared Boigon, a founding partner of TeamCivX, has worked in campaigns, politics and government since the mid-1990s, and personally guided more than 100 successful efforts producing voter-approved revenue for school districts, community colleges, cities, counties and special districts. His work includes multiple public education efforts for Los Angeles County agencies, leading to voter approval for various essential programs, including the nation’s largest urban parks funding measure for LA County Regional Parks & Open Space Measure in 2016. He served as General Consultant for CA Props 1 & 2 in 2018, where voters approved a $4 billion statewide affordable housing bond and $2 billion for the No Place Like Home program, which funds permanent supportive housing for the chronically homeless living with mental illness. Jared began working in grassroots campaigns in the early 1990s. He later worked as a speechwriter and policy analyst for then-Colorado Governor Roy Romer. He helped pass over a dozen local public finance ballot measures in his home state of Colorado before coming to California. Jared graduated cum laude from Amherst College in 1994. Jared’s extensive experience in political campaigns, from volunteer organizer and campaign manager to media consultant, helped him guide his mother’s successful citywide election to the Denver City Council in Spring of 2003, where she outpaced six competitors to win an at-large open seat in her first-ever bid for elected office. (She retired from City Council in 2011.) Jared, Kimberly, and their two daughters live in San Francisco, where he enjoys swimming, bike rides, and reading John LeCarré. Responsibilities Jared Boigon will serve as the lead strategy and communications consultant. He will be your primary point of contact and personally attend all meetings and make presentations to your Council when needed. 6 TeamCivX.com ROCHELLE LEWIS, Staff Consultant Rochelle is a seasoned communications and advocacy professional with more than 20 years of experience in statewide and local campaigns. She has successfully managed numerous tax and bond measure campaigns, generating millions in new revenues for school districts, cities, and counties. Collaborating with pollsters and public agencies, Rochelle has developed ballot measure language and strategic messaging, and has coordinated multiple campaign committees. In addition to her campaign work, she has led research and directed public communications on a wide variety of complex policy issues, including education, transportation, public safety, water, and other major infrastructure programs, passing the then largest statewide school bond in U.S. history and securing $18.5 billion in California gas tax and transportation bonds. A committed volunteer community leader, Rochelle serves as an Advisory Board Member of Santa Monica College and Board Member of the Greater Wilshire Neighborhood Council under the City of Los Angeles. She has served as Legislative Consultant for the California State PTA, and her community advocacy has been recognized by the League of Women Voters. Responsibilities In addition to our five partners, we have eight full time staff members. Each of our projects is supported by one or more of our experienced and well-trained staff Consultants. For this project, Rochelle Lewis will staff the project. The staff role on our projects is limited to logistical coordination to ensure that the strategies, plans and messaging developed by the lead partner are executed on time, on budget and with precision. JORDAN VISOLA, Director of Creative Operations As the Director of Creative Operations for TeamCivX, Jordan is the thread that ties together the design team and the political consultants. She brings 20+ years of experience both as a project manager and graphic designer. This versatile and unique set of skills is driven by her passion for both organization and creativity. With a keen eye for detail and a strategic mindset, she manages our robust team of designers and creative operations. Jordan is a San José State University design graduate living in the greater San Francisco Bay Area with her husband and twin sons. She enjoys the California coast, mid-century modern design and gardening. Responsibilities Our Director of Creative Operations, Jordan Visola, will oversee all graphic design, digital marketing and print production needed during the project. 7 FIRM’S EXPERIENCE/REFERENCES Walnut Valley Unified School District Robert Taylor Ed.D Superintendent 880 S. Lemon Ave. Walnut, CA 91789 (909) 444-3422 RTaylor@wvusd.k12.ca.us Measure WV Completion Date: November 2016 In 2016, the Walnut Valley Unified School District placed Measure WV, $152.8 million bond on the ballot. Jared assisted the District in their feasibility assessment, communications, and outreach culminating in Measure WV, which passed with 65% support. City of Beverly Hills Keith Sterling Deputy City Manager 455 North Rexford Drive Beverly Hills, CA 90210 (310) 285-1034 KSterling@beverlyhills.org Measure RP Completion Date: November 2020 To prevent the loss of local sales tax revenue to regional control, the City of Beverly Hills placed Measure RP on the November 2020 ballot. The City worked with TeamCivX to assess the measure’s feasibility, conduct outreach to the community, and deploy a communications strategy. On Election Day, Measure RP passed with 73% support. TeamCivX.com 8 TeamCivX.com City of Paramount John Moreno City Manager 16400 Colorado Ave. Paramount, CA 90723 (562) 220-2225 JMoreno@paramountcity.com Measure Y Completion Date: March 2020 TeamCivX guided the City of Paramount through the process of placing Measure Y, a ¾-of-one-percent increase in local retail sales tax, on the March 2020 ballot. Working closely with City officials, a comprehensive communications strategy was developed and executed to engage residents and build a compelling narrative around the need for funding. On Election Day, Measure Y passed with 71% support. City of San Marcos Michelle Bender City Manager 1 Civic Center Drive San Marcos, CA 92069 (760) 744-1050 ext 3134 mbender@san-marcos.net Measure Q Completion Date: November 2024 Facing a looming funding deficit, the City of San Marcos partnered with TeamCivX and True North Research to conduct baseline survey research and provide strategic consulting. City leaders were equipped with the tools and insights needed to execute a robust communications and engagement strategy. On Election Day, Measure Q passed with 60% support. For a full list of our Californian Cities and Los Angeles County experience, please see attached. 9 TeamCivX.com METHODOLOGY/PROJECT UNDERSTANDING We have a proven method and approach to projects like yours, which includes three specific milestones. Following our approach will allow you to create a ballot measure that aligns with community priorities, is well understood by Councilmembers and community leaders, and has a strong chance of success. Phase 1: Test It We know you’ve already completed a baseline survey of voters with FM3 Research. We will closely review the results of the survey, consult with FM3, and identify key strategic and communication objectives based on the scientific survey. We will also conduct a demographic analysis of your likely November 2026 voters. Phase 2: Vet It Our next step is to develop and implement an informational communications plan, based your strategic communications objectives and funding needs. The goal of the communications plan is to vet your potential measure with your community, by raising awareness of your funding needs, introducing your proposed measure, and providing opportunities for community input. While cities and public agencies are legally prohibited from advocating for the passage of a measure, you can educate and inform your community about your needs and plans. We believe this is an important part of government transparency. We recommend a robust public outreach and engagement process in 2025-2026, built around multiple “communication waves” featuring direct mail, digital, social media, and email content, and taking advantage of your existing communication channels. We also recommend significant stakeholder outreach to dovetail with broader communication efforts, to ensure you are educating key members of your community and soliciting their feedback, one-on-one. We will advise you on which local leaders, elected officials, business organizations, and community groups to engage with (and how best to engage with them). Specifically, our scope will include the following components: • Develop informational messaging and fact sheets to be distributed at city and community functions 1 3 4234 1 2 3 4 1 3 4234 1 3 4234 1 2 3 4 1 3 4234 10 TeamCivX.com • Provide content related to your funding needs and proposed measure to be added to the City’s website, used in social media, and included in email updates and newsletters • Prepare PowerPoint presentations for public and community meetings • Write, design, and produce mailings and advertising to inform local residents • Develop strategies and plans to inform internal stakeholder groups • Develop strategies and plans to inform external groups including elected leaders, business leaders, ethnic community leaders, faith community leaders, taxpayer groups, and others • Coordinate with those who manage the City’s social media and communications • Meet regularly to provide ongoing advice and assistance TeamCivX can draft copy and graphic design, coordinate printing and mailing, and place ad buys as needed. Nothing will be finalized or published without City Attorney review, and written approval from the City. We will need you to review content and designs to make sure the information is accurate and has the right feel for your community. Phase 3: Build It Finally, we must craft a ballot measure for Council approval that aligns with your community’s priorities. The deadline to qualify for the November 2026 ballot is August 7, 2026. We’ll want to be prepared with final measure language, tax rates, and other key details well before that, so that your Councilmembers can all be comfortable with the final details of the measure in time for them to adopt it at a public meeting. We will use the results of FM3’s scientific voter survey and community input to help you finalize your measure for the ballot. We’ll ensure that it is closely aligned with the community’s priorities and has the best chance for success. We will work closely with your financial advisor, legal counsel, and other experts to accomplish this work, including: • Coordinate with FM3 to draft and analyze a tracking survey, if needed • Recommend a final tax rate amount and other specifics • Refine the final project list to reflect community priorities and ensure projects are described in clear language the general public will understand • Work with legal counsel to develop the 75-word ballot question • Work with legal counsel to develop and refine all language that will appear in the ballot pamphlets mailed to all voters • Present recommendations, documents, resolutions, and ordinances to the City Council for approval, as directed 1 3 4234 1 2 3 4 1 3 4234 11 COST FOR SERVICES TeamCivX.com As is the standard in our industry, TeamCivX contracts on a monthly fee basis during the period of our engagement. For a city the size of Diamond Bar, our monthly consulting fee is $7,500. Our fee will not change regardless of how many times you need us on the phone, via email, or in-person. TeamCivX doesn’t want you to hesitate to call when you need us. Jared will be your primary point of contact and available to chat seven days a week. Travel expenses are reimbursable and will be billed separately from fees. As part of our contract, we will assist Diamond Bar in utilizing all free media and current online resources to provide information to the public and supplementing direct mail communications with coordinated digital content. In addition, the City may wish to allocate additional resources to paid social media, other digital or local print advertising. Digital pricing varies based on the size, scope, and duration of the program. Direct mail and any paid social, digital or other print ads are not included in our fees and would be subject to a pre-approved cost and budget. Not to Exceed A full-fledged communications plan, including 2 informational mailers, paid digital advertising, and all other work as described in the proposal from July 2025–August 2026: $180,000. A scaled down paid advertising plan with one informational mailer and no paid digital content, and still including all other services described in this proposal, could be completed for $112,500. The Bottom Line We will work with you to develop a plan and budget that feels comfortable for you, while making the best use of the resources you have available. 12 INSURANCE AND CONSULTING SERVICES AGREEMENT TeamCivX.com Insurance We will provide the necessary insurance and other documentation as required, should we be chosen to lead this effort. Consulting Services Agreement The City’s standard professional services agreement is acceptable as written, with the exception of section 9(2) Indemnification. In section 9(2), the language “any and all claims arising out of Consultant’s performance of work hereunder” is too broad. It is possible that the City might receive inquiries from the Fair Political Practices Commission regarding public information related to a potential ballot measure, and that this would create work for the City or City Attorney and legal team. This event could occur even if the City Attorney approves all public informational materials prepared by Consultant, and would be wholly out of the control of the City and the Consultant to prevent. We cannot indemnify the City against this kind of complaint or inquiry. We can certainly indemnify the City against any negligent or reckless action on our part or the part of our employees or subcontractors, and this is the typical language of our Agreements with California cities. 13 CA CITIES & LA COUNTY CLIENTS LA County Cities LA County Agencies Los Angeles County Homeless Services Authority Los Angeles County Fire District Los Angeles County Flood Control District Los Angeles County Regional Park and Open Space District LA County School Districts TeamCivX.com Community College Districts Allan Hancock College Antelope Valley College Cabrillo College Chabot-Las Positas CCD Chaffey College College of the Canyons College of Marin College of the Redwoods College of the Siskiyous Contra Costa CCD Foothill-De Anza CCD Gavilan College Glendale College Hartnell College Lane Community College Mendocino College Merced CCD MiraCosta College Mt. San Jacinto CCD Monterey Peninsula College Napa Valley College Pasadena City College Peralta CCD Rancho Santiago CCD Riverside CCD San Bernardino CCD San Joaquin Delta CCD Santa Barbara City College Santa Monica College Santa Rosa Junior College Yuba College Hospitals and Healthcare Pajaro Valley Health Care District San Benito Health Care District Salinas Valley Memorial Healthcare System Seton Medical Center Valley Health System* *private-side campaign only Cities and Counties Butte County LA County Homeless Marin County Napa County Placer County San Bernadino County San Mateo County Santa Clara County Santa Cruz County Solano County Sonoma County City of Adelanto City of Alameda City of Barstow City of Benicia City of Beverly Hills City of Burlingame City of Campbell City of Chula Vista Town of Corte Madera City of Crescent City City of Davis City of Del Mar City of Diamond Bar City of Downey City of Emeryville City of Fairfield City of Fontana City of Foster City City of Fullerton 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of Truckee City of Union City City of Vacaville City of Ventura City of Watsonville City of Whittier Town of Windsor City of Woodland TeamCivX.com Unified School Districts Alameda USD Albany USD Amador County USD Arcadia USD Azusa USD Baldwin Park USD Bassett USD Beaumont USD Berkeley USD Brea Olinda USD Bonsall USD Cabrillo USD Capistrano USD Carlsbad USD Castro Valley USD Ceres USD Charter Oak USD Claremont USD Colton Joint USD Colusa USD Conejo Valley USD Corona-Norco USD Cotati-Rohnert Park USD Culver City USD Davis Joint USD Denair USD Desert Sands USD Downey USD Dublin USD El Rancho USD Fairfield-Suisun USD Folsom Cordova USD Fowler USD Fremont USD Garden Grove USD Glendale USD Hayward USD Hughson USD Irvine USD Jurupa USD Kerman USD La Cañada USD Lake Elsinore USD Lake Tahoe USD Lakeside Joint SD Lammersville USD Las Virgenes USD Lompoc USD Long Beach USD Los Alamitos USD Los Angeles USD Madera USD Manhattan Beach USD Manteca USD Martinez USD Milpitas USD Monterey Peninsula USD 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Bruno SD San Carlos SD San Mateo-Foster City SD San Rafael Elementary SD Santa Cruz City Elementary SD Santa Rita Union SD Santa Rosa Elementary SD Saratoga Union SD Saugus Union SD Savanna SD Soquel Union Elementary SD Sulphur Springs Union SD Union SD Victor Elementary SD Westminster SD High School Districts Acalanes Union HSD Antelope Valley Union HSD Campbell Union HSD Chaffey Joint Union HSD Delano Joint Union HSD East Side Union HSD El Dorado Union HSD Fullerton Joint Union HSD Galt Joint Union HSD Jefferson Union HSD Los Gatos-Saratoga Union HSD Mountain View-Los Altos HSD Nevada Joint Union HSD Oxnard Union HSD Perris Union HSD Petaluma Joint Union HSD Placer Union HSD Roseville Joint Union HSD San Benito HSD San Dieguito Union HSD San Mateo Union HSD San Rafael HSD Santa Cruz City HSD Santa Maria Joint Union HSD Santa Rosa HSD Sequoia Union HSD Tamalpais Union HSD William S. Hart Union HSD The unmatched experience of TeamCivX’s five partners City of Adelanto City of Alameda City of Barstow City of Burlingame City of Campbell City of Chula Vista Town of Corte Madera City of Crescent City City of Del Mar City of Emeryville City of Fairfield City of Foster City City of Fullerton City of Gustine City of Kerman City of Lafayette City of Laguna Beach City of Los Altos City of Madera City of Merced City of Morgan Hill City of Murrieta City of Napa City of Oceanside City of Ontario Town of Orinda City of Pacifica City of Palm Springs City of Palo Alto City of Pleasant Hill City of Redlands City of Redwood City City of Salinas Town of San Anselmo City of San Bernardino City of San Mateo City of San Jose City of San Rafael City of Santa Cruz City of Santa Fe Springs City of Santa Rosa City of South Lake Tahoe City of Suisun City Town of Truckee City of Union City City of Vacaville City of Ventura City of Watsonville Town of Windsor CA Cities & Towns Please visit TeamCivX.com/Experience to see a full list of our clients. Beverly Hills Diamond Bar Downey Glendale La Cañada La Verne Lancaster Lomita Manhattan Beach Montebello Palmdale Paramount Pomona Santa Fe Springs Santa Monica South Pasadena Torrance Whittier Alta Loma SD Castaic Union SD East Whittier SD Los Nietos SD Palmdale SD Redondo Beach SD Rosemead SD Saugus Union SD Sulphur Springs Union SD Antelope Valley Union HSD William S. Hart Union HSD Arcadia USD Azusa USD Baldwin Park USD Bassett USD Beverly Hills USD Charter Oak USD Claremont USD Culver City USD Downey USD El Rancho USD Glendale USD La Cañada USD Las Virgenes USD Long Beach USD Los Angeles USD Manhattan Beach USD Palos Verdes Peninsula USD San Marino USD Santa Monica-Malibu USD Simi Valley USD South Pasadena USD Walnut Valley USD Antelope Valley College College of the Canyons Glendale Community College Pasadena City College Santa Monica College