The URL can be used to link to this page

Home My WebLink About3. Diamond Bar Proposal - Jun 13 (1)Ballot Measure Public Education and Outreach Services Prepared By: The Daniels Group June 13, 20215 1 Cover Letter 3 Meet Our Team 6 Case Studies 11 Project Overview 12 Methodology 21 Budget Outline 23 Closing 24 Appendix TABLE OF CONTENTS It is with great enthusiasm that The Daniels Group (TDG) submits this proposal to support the City of Diamond Bar in designing and delivering a comprehensive public education and outreach campaign ahead of the November 2026 local sales tax ballot measure. Based in Houston, Texas, TDG is a full-service political consulting and government affairs firm with more than 15 years of experience helping local governments, public agencies, and advocacy organizations engage residents, build trust, and communicate complex public policies with clarity and care. We are proud to be a team of strategists, former elected officials, and public sector experts who understand the intricacies of public engagement and the responsibility that comes with stewarding a transparent, inclusive process. At our core, we believe that public engagement is not just about delivering information—it’s about listening well, meeting communities where they are, and ensuring every resident, regardless of background or language, has access to the facts they need to make informed decisions. That belief will guide every aspect of our work with Diamond Bar. Dear Mr. Batres, June 10, 2025City of Diamond Bar City Manager’s Office Attn: Alex Batres 21810 Copley Drive Diamond Bar, CA 91765 Re: Response to RFP – Public Education & Outreach Services 01 Our proposed program includes: Advising on best-practice education strategies and supporting the development of clear, impartial ballot language; Crafting dual-track campaigns: one focused on the City’s fiscal landscape, and one dedicated to the ballot measure itself—each multilingual and fully compliant with state and local regulations; Producing and translating materials in English, Mandarin, and Korean across print, broadcast, digital, and in-person formats; Coordinating community workshops, presentations, and strategic material distribution in collaboration with your Community Relations Division; Supporting FM3’s tracking efforts with timely analysis and performance reporting; And assigning a cross-functional team—including a project manager, creative lead, data analyst, and bilingual liaisons—dedicated solely to Diamond Bar. TDG is prepared to convene a project kickoff within ten business days of contract award, ensuring that this important work begins promptly and proceeds with precision. We are more than consultants—we are partners who take your mission personally. Thank you for the opportunity to share our qualifications and vision. Should you require additional information, please do not hesitate to contact us. I am authorized to submit and sign this proposal on behalf of The Daniels Group and to bind the firm to the commitments therein. Respectfully, Trey Daniels President & Lead Strategist The Daniels Group trey@thedanielsgrp.com | (601) 832-4301 02 THE DANIELS GROUP 03 PROJECT TEAM Trey Daniels, III Founder & Chief Strategist Trey brings over 15 years of experience in political strategy, government relations, and public engagement. He has led major local and national campaigns focused on voter education and civic participation. For this project, Trey will serve as the senior strategic advisor, ensuring that the overall campaign vision aligns with the City’s goals and meets the highest standards of neutrality, compliance, and community trust. The Daniels Group brings together a multidisciplinary team with deep expertise in public affairs, strategic communications, grassroots mobilization, and data-driven engagement. Each team member assigned to the Diamond Bar project will play a critical role in ensuring that the public education and outreach campaign is inclusive, effective, and executed with precision. Anne Torres Director of Communications Anne is a seasoned expert in message development, media strategy, and crisis communications. She has advised elected officials, city agencies, and nonprofit organizations on high-stakes public initiatives. Anne will lead the development of the campaign’s messaging architecture, ensuring consistency across all platforms and tailoring content to the unique needs of Diamond Bar’s diverse population. Dr. Danitra Sherman Outreach and Strategy Director Dr. Sherman is a nationally respected leader in grassroots organizing and voter engagement. She has designed and executed field operations for ballot initiatives and community education efforts across the U.S. For Diamond Bar, she will oversee community outreach strategies, guide the development of in- person engagement activities (such as workshops and listening sessions), and ensure culturally competent field execution. Erika Johnson Director of Operations With a background in operations, resource allocation, and performance improvement, Erika ensures campaigns run smoothly and efficiently. On this project, she will manage internal workflows, timelines, and deliverables—making sure that the outreach campaign remains on schedule and within scope while maintaining high standards of execution. Lamont Franklin Director of Creative Strategy Lamont is a storytelling expert and creative director known for building strong visual identities for public campaigns. He will lead the creation of print, digital, and video collateral, producing materials that are accessible, emotionally engaging, and tailored for multilingual audiences across Diamond Bar. Leana Chan Data-Driven Political Strategist Leana specializes in using data analytics to inform political strategy, with particular strengths in geospatial mapping, demographic modeling, and voter behavior analysis. For this campaign, she will manage the data backbone—analyzing FM3 survey findings, tracking engagement metrics, and ensuring our outreach strategies are rooted in evidence and community insight. Susie Hong Social Media & Multilingual Outreach Specialist Susie is an experienced digital communications professional with a strong track record in multilingual campaigns. Fluent in Korean and proficient in Mandarin, she will support the development and execution of digital content across platforms, ensuring timely, culturally relevant messaging in all three target languages. THE DANIELS GROUP FIRM'S EXPERIENCE/REFERENCES The Daniels Group is a Texas-based, multilingual firm that combines more than a decade of frontline political experience with a disciplined, data- informed strategy. Grounded in bipartisan relationships that span Austin, Washington, and city halls across the state, we turn public policy complexity into practical, measurable victories—whether the mission is passing critical legislation, navigating regulatory hurdles, or guiding a winning campaign. Government Affairs We map stakeholder landscapes, cultivate productive dialogue with decision-makers, and guide clients through policy environments affecting energy, transportation, telecommunications, healthcare, and municipal services. Regulatory Affairs Our attorneys and former agency staff simplify statutes, manage filings, and represent clients at hearings—ensuring every requirement is met so projects move forward without costly delays.\ Political Consulting From city council races to congressional contests, we design and execute integrated campaigns—message, field, digital, and fundraising—under a single strategic plan. Public Engagement We translate complex policy into clear, two-way conversations that build community buy-in. Through town halls, listening sessions, multilingual digital forums, and culturally competent outreach, we ensure stakeholders feel heard and decision-makers gain durable public support. 04 THE DANIELS GROUP FIRM'S EXPERIENCE/REFERENCES General Consulting & Program Management We embed with client teams, orchestrate cross-functional work streams, steward budgets, and maintain transparent dashboards that keep projects on time and within scope. Training & Capacity Building We deliver customizable workshops on voter engagement, VAN utilization, and culturally competent communications—empowering candidates, staff, and grassroots advocates to reach target audiences effectively. Differentiators Bipartisan Access & Local Credibility – Trusted relationships across the aisle translate into smoother negotiations and faster resolutions. Data-Driven Discipline – Real-time analytics and rigorous project- management systems provide transparency and early warning on risks. Regulatory Fluency – In-house legal and former agency talent minimize compliance risk and streamline approvals. Cultural Competence – Demonstrated success executing multilingual, multicultural outreach across Texas’s diverse communities. One-Team Model – We reduce coordination overhead by integrating seamlessly with client staff from day one. 05 THE DANIELS GROUP GEORGIA TECHNOLOGY AUTHORITY Name of project: Public Education, Branding, and Marketing for “Let’s Connect Georgia” Initiative Opportunity: The Georgia Technology Authority was ready to launch a transformative initiative aimed at promoting broadband expansion and digital connectivity across Georgia, focusing on fostering economic growth and community development through enhanced technological infrastructure. The Authority had a limited timeframe to develop and execute a comprehensive co-branding strategy for the “Let’s Connect Georgia: Broadband and Digital Connectivity” initiative. The Daniels Group was hired to create a unified and compelling brand identity for the initiative, ensuring cohesive messaging and visual appeal across all public education campaign elements. Additionally, The Daniels Group produced tailored marketing materials and launched an integrated marketing campaign that utilized digital, social media, and traditional marketing channels to drive awareness and participation statewide. Results: The Daniels Group produced a captivating and engaging brand identity for the initiative and successfully promoted its mission, resulting in statewide recognition of the Georgia Technology Authority’s efforts to bridge the digital divide. As part of this effort, The Daniels Group also helped the Authority effectively allocate over $1B in broadband and digital connectivity investments, positively impacting both rural and urban communities. The campaign reached and gathered input from more than 20,000 residents, stakeholders, and businesses over the eight- month campaign, hosted more than five regional events across Georgia and one statewide symposium, and 20 community listening events with non-profit organizations. 01 OUR CASE STUDIES 06 THE DANIELS GROUP 01 CITY OF ATLANTA – MUNICIPAL OPTION SALES TAX (MOST) PUBLIC EDUCATION CAMPAIGN Opportunity: The City of Atlanta sought voter approval to reauthorize its Municipal Option Sales Tax (MOST), a vital funding mechanism for water and sewer infrastructure improvements. With the previous authorization expiring, the City needed a renewed public education effort that would inform residents, across demographics and communities, about the purpose of the tax, the upcoming vote, and its long-term benefits. The Daniels Group was engaged to lead this citywide effort. Our objective was to design and execute a multilingual, culturally competent public education campaign that was compliant, neutral in tone, and strategically targeted to reach Atlanta’s diverse population, including historically underrepresented communities. 07 THE DANIELS GROUP To achieve this, we developed an integrated outreach strategy that included: Clear, accessible messaging tailored to different neighborhoods and constituencies Collateral materials and water bill inserts distributed directly to households Website content and social media copy optimized for reach and readability Strategic media placements in local print, radio, and digital outlets— especially those serving Black, Latino, and Asian communities Public presentations and information sessions coordinated with city departments and neighborhood associations This approach ensured that all Atlanta residents—not just frequent voters —had the information needed to make an informed decision at the ballot box. Results: The campaign boosted public understanding of the MOST ballot measure, helping secure over 70% voter approval and protecting Atlanta residents from a 25% water rate hike. Strong engagement across diverse groups validated the campaign’s inclusive, multilingual approach and showed the impact of clear, community-centered public education. 0108 THE DANIELS GROUP 01 ALDINE INDEPENDENT SCHOOL DISTRICT SCHOOL BOND REFERENDUM Opportunity: Aldine ISD put a record-setting $1.81 billion bond—three separate propositions—on an otherwise low-profile November 7 2023 ballot. The district faced three intertwined risks: Off-cycle apathy: No federal or statewide contests meant historically thin turnout. Sticker shock: The price tag doubled the size of the previous bond, inviting anti-tax messaging. Language diversity: More than 61 home languages rendered one-size- fits-all outreach ineffective. Our firm’s mandate was clear: transform those vulnerabilities into strengths by turning likely non-voters into informed “yes” voters through precision door-to-door canvassing and culturally fluent direct mail that pre-empted tax concerns. To achieve this, we developed an integrated outreach strategy that included: Data-guided precinct targeting – Merged the Harris County voter file with attendance zone and prior bond performance data to isolate “high-support / low-turnout” blocks, then built walk lists only for those clusters. Multilingual door program – Deployed canvassers fluent in English/ Spanish, who logged every interaction in real-time, ultimately knocking on 9,015 doors and holding 3,941 conversations. Two-touch direct mail – Sent 10,482 oversized mailers 09 THE DANIELS GROUP 01 Result: More than 12,700 voters weighed in—unusually high for a stand- alone school bond—with support strongest in precincts north of Beltway 8. Prop C passed more narrowly, reflecting typical voter caution about “specialty” facilities, but still cleared the required simple majority. 9,015 doors knocked by 22 bilingual canvassers over 28 field days 10,482 mailers delivered in two waves All three propositions passed—Prop A at 68.3 % YES, Prop B at 64.8 %, Prop C at 55.1 % $1.81 billion secured for safer, modernized campuses without an immediate tax rate hike By converting turnout risk into targeted, multilingual engagement, the campaign turned the district’s largest fiscal request into a decisive community mandate—proving disciplined fieldwork and culturally matched storytelling can still move billions, door by door. 10 THE DANIELS GROUP PROJECT OVERVIEW At The Daniels Group, we believe that successful public education campaigns start with clarity, credibility, and cultural competence. For Diamond Bar’s 2026 sales-tax measure, our methodology follows a five-phase, research- driven approach designed to educate, engage, and empower residents across every demographic. Identifies the revenue gap a local sales-tax measure could fill02 03 Explains current service levels and infrastructure needs01 Clarifies the real-world consequences of a “yes” or “no” vote Project Understanding Your 57,000-resident city—straddling four counties and home to sizable Mandarin- and Korean-speaking communities—prides itself on transparency, fiscal responsibility, and the open-space character that defines its “country- living” appeal. As your prospective consultant team, our role is to transform the statistically valid insights already gathered by FM3 into clear, multilingual, non-advocacy communication that: To accomplish this, we will focus on five pillars: Data-Driven Targeting We will mine FM3 polling results, demographic profiles, and stakeholder maps to segment audiences, uncover message barriers, and match each group with the channels they trust most. 11 THE DANIELS GROUP Plain, Multilingual Content Our team will create factual, FPPC-compliant materials in English, Mandarin, and Korean, translating complex fiscal concepts into language residents can readily understand. Integrated Channel Mix We will harmonize earned, shared, owned, and paid media—supplemented by print collateral and in-person events—so residents encounter consistent information whether online, in their mailbox, or at community gatherings. Collaborative Workflows Close alignment with the City’s Community Relations Division and FM3 will keep you in control of approvals, ensure messages remain on schedule with Council timelines, and allow rapid adjustments as new data emerge. Continuous Optimization Through tracking surveys and real-time digital analytics, we will measure awareness, clarity, and trust, then refine our creative, cadence, and budget allocation to concentrate resources on tactics that deliver measurable impact. METHODOLOGY Phase 1 | Community Discovery and Landscape Assessment Goal: Understand the community’s needs, information habits, and trusted messengers. We begin with a project kickoff to define timelines, approval processes, and roles. From there, we conduct a multi-layered analysis that combines: FM3 survey cross-tabulation Voter file and Census overlays by neighborhood Media channel audits for ADA and LEP compliance One-on-one listening sessions with community leaders in civic, faith, youth, seniors, and business sectors 12 THE DANIELS GROUP Phase 1 | Community Discovery and Landscape Assessment Deliverables: Insight Memo summarizing findings Interactive heat map identifying key demographics, preferred communication channels, and linguistic needs Phase 2 | Message Architecture and Multilingual Creative Toolkit Goal: Create clear, neutral, and accessible messaging in all target languages. We distill complex fiscal concepts into a single public-facing narrative: “Five Facts Every Voter Should Know.” Each fact addresses a voter concern and is backed by verifiable data. Messages are written at an easy-to- understand reading level and undergo vetting for legal, financial, and accessibility compliance. After the English version is finalized, it is translated and culturally adapted into Mandarin and Korean by ATA-certified linguists. Translations are reviewed for regional clarity and compliance with Government Code §54964. Simultaneously, we develop a creative toolkit that includes: A WCAG-compliant visual identity Templates for mailers, social posts, presentations, and banners Editorial and tone guidelines in all three languages Deliverables: Master message scripts (ENG, MAN, KOR) Multilingual Creative Toolkit with assets for all outreach channels 13 THE DANIELS GROUP Phase 3 | Integrated Multilingual Media & Outreach Strategy Goal: Ensure broad, repeated, and culturally resonant message delivery across all platforms. Our strategy combines four coordinated media streams—Earned, Shared, Owned, and Paid—into a biweekly outreach cadence. Each cycle spotlights one theme and delivers aligned content across all channels. Earned Media: Multilingual press releases, op-eds, and briefings to boost credibility Shared Media: Partner/influencer posts to extend reach organically Owned Media: Website, emails, webinars, and fact sheets for self- paced learning Paid Media: Geo-targeted digital ads, print inserts, and radio spots to fill outreach gaps All messaging is mirrored across English, Mandarin, and Korean, with community review panels ensuring tone and clarity. Deliverables: 1.Outreach calendar and asset release plan 2.Multilingual content approved and deployed in weekly waves This integrated message ecosystem releases a coordinated set of assets across all streams. Residents first encounter the idea through a news story, then see it echoed on social media, reinforced in a City newsletter or webinar, and finally boosted by a short sponsored ad. The repetition is intentional: different voices, the same facts, one steady drumbeat from the present until Election Day. 14 THE DANIELS GROUP Phase 4 | Public Engagement and Campaign Execution Goal: Engage residents through high-visibility moments and grassroots interaction. We kick off with a bilingual press briefing streamed live and picked up by English-, Mandarin-, and Korean-language outlets. Reporters receive a media kit; residents are routed to the campaign microsite via a one-click “Learn More” prompt. Outreach continues through: City-wide mailers with QR codes for digital content Monthly multilingual e-newsletters with updates and FAQs Short-form social content (myth-busters, infographics, videos) Hands-on workshops with real-time Q&A and budget simulators Targeted sessions with HOAs, PTAs, senior groups, and merchants We also support the City Council’s evolving ballot-language process and ensure all materials reflect final wording through an “all-channels refresh.” Deliverables: Campaign microsite and social/digital deployment Event facilitation with multilingual support Real-time issue tracking and rapid-response content A real-time feedback loop that keeps the message honest. We monitor open rates, click-throughs, social sentiment, and workshop feedback daily. If a rumor spikes—say, a social post misstates the tax rate —we deploy a myth-busting graphic within hours, tag trusted messengers to amplify it, and add the question to the evolving FAQ. Weekly content huddles decide what to reinforce, what to retire, and where to shift paid impressions, so the campaign never drifts off-course. 15 THE DANIELS GROUP By combining a high-visibility launch, a steady drumbeat of content, hands-on engagement in every corner of the community, and a rapid- response mechanism for updates and misconceptions, Phase 4 turns the Message Architecture into a living, two-way conversation—one that meets every resident of Diamond Bar in their language, through their preferred channel, and at a cadence that earns their attention and trust to Election Day. Information Dissemination through an Integrated Campaign Ecosystem Our outreach operates as a single messaging ecosystem: one creative platform feeds four media streams—Earned, Shared, Owned, and Paid— while trusted messengers carry the message farther than City channels can reach on their own. Every asset ends with a simple, measurable call to action: “Click • Learn • Share.” Builds credibility through third-party validation. Serves as the permanent reference library. Guarantees delivery where gaps remain. Leverages peer networks for organic reach. Microsite, webinars, email series, downloadable fact sheets Partner social posts, HOA newsletters, influencer reels Targeted: geo-fenced social boosts, language-specific banner ads Mass-Reach: city-wide radio flights, print display ads, transit posters Multilingual press releases, expert op- eds, reporter briefings Paid Owned Earned Shared Stream Role in the Ecosystem Example Touch-points* 16 THE DANIELS GROUP Phase 5 | Measurement, Optimization, and Reporting Goal: Track performance, refine strategy, and document impact. We integrate real-time engagement metrics—email opens, video completions, workshop attendance—with two pulse surveys (Fall 2025 and Summer 2026) fielded by FM3. We issue quarterly memos with optimization recommendations and deliver a comprehensive Final Impact Report after the election. In addition, we will provide: Ad-hoc budget reports to track expenditures A summary of behavioral change data captured from surveys, forums, and feedback forms Routine media content analysis to determine the frequency, accuracy, and timeliness of local media coverage of key messages Deliverables: Quarterly performance briefs Post-election Final Impact Report on reach, comprehension, and lessons learned Commitment to Quality and Compliance All collateral is vetted against Government Code §54964 and Elections Code §13303 to preserve strict neutrality. An approval workflow—draft, three-day City review, revision, sign-off—ensures every item meets legal, linguistic, and accessibility standards before release. Optional Enhancements Should the City wish to broaden engagement, The Daniels Group can add a GIS-based StoryMap illustrating project benefits by neighborhood, deploy opt-in SMS reminders in multiple languages, or create pocket-size voter guides for distribution at the Metrolink station and park kiosks. 17 THE DANIELS GROUP Additional ways we work to ensure a successful collaboration The Daniels Group employs a multi-layered quality control framework to ensure that all deliverables meet the highest accuracy, effectiveness, and strategic impact standards. All materials created for the project will undergo an initial review by the Director of Optimization before it is sent to the City. We check for accuracy, consistency, and alignment with project objectives and deliverables during this review. If applicable, compliance and legal counsel validate adherence to federal, state, and municipal regulations. All major deliverables are submitted for client review before finalization, and stakeholder feedback is actively incorporated into revisions before a final product is launched, activated, or published. As with many multi-phased projects, priorities, stakeholder inputs, and other twists and turns can often shift a project’s process and/or requirements. As a result, adjustments may need to be addressed and/or made regarding expectations, deliverables, timing, and pricing, and should be discussed through open and honest communication and transparency. Our approach to project management is adaptive, proactive, and solutions-focused, ensuring that unexpected challenges or scope changes are addressed with minimal disruption and maximum efficiency. The Daniels Group will use Monday as its primary project management platform. Monday will help all cross-functional teams assigned to the project track workflow and performance in real time. If the City desires to use another project management platform, The Daniels Group will adhere to the preferred preference. Our team has experience using many project management software platforms, including Basecamp, Asana, Trello, and more. 18 THE DANIELS GROUP Potential Challenges and Mitigation Strategies Deficiency Resolution Below is our approach to identifying, addressing, and resolving performance gaps. Continuous Performance Monitoring Regular tracking of project milestones, deliverables, and performance metrics. Ongoing engagement with city leadership to gather feedback on service effectiveness. Periodic performance reviews to ensure alignment with expectations. Issue Identification & Root Cause Analysis If deficiencies are noted, we conduct a root cause analysis to determine whether the issue stems from resource constraints, misalignment of expectations, or external factors. We categorize issues into immediate concerns (requiring quick fixes) and systemic challenges (requiring process improvements). 19 THE DANIELS GROUP Corrective Action Plan Immediate Adjustments: We implement corrective measures within 48 hours and ensure communication of resolution steps for minor issues. Process Optimization: For systemic issues, we work with city leadership to refine workflows, update strategies, or reallocate resources as needed. Stakeholder Communication & Accountability We maintain complete transparency regarding challenges and provide regular updates on resolution efforts. Our designated Project Manager ensures all issues are logged, addressed, and followed up on promptly. 20 THE DANIELS GROUP 01 COST-OF-SERVICES SUMMARY All figures are “not to exceed.” No separate charges will be invoiced for travel, mileage, or other out-of-pocket expenses. Direct Production & Media (Fixed Fees) Phase 2. Message Architecture & Creative Toolkit 3. Implementation & Community Engagement 4. Communications & Reporting Labor Sub-total 1. Initial Outreach Research Item Printing + postage (four city-wide mailers) Workshop materials & signage Tri-lingual video production (3 spots) Paid media buys (digital, radio, transit) Production & Media Sub-total Key Work Components Survey & demographic analysis, channel audit, stakeholder mapping Five-Facts narrative, tri-lingual copy, style guide & templates Campaign launch, three outreach waves, six workshops & briefings Bi-weekly ops calls, monthly dashboards, final impact report Estimated Hours 150 450 560 170 1,330 Phase Cost $ 22,900 $ 59,500 $ 76,800 $ 27,000 $ 186,200 Cost $148,200 $2,500 $9,000 $40,000 $ 199,700 21 THE DANIELS GROUP 01 Project Total Labor Production & Media Not-to-Exceed Contract Amount $186,200 $199,700 $ 385,900 Role Task Interactive GIS StoryMap Opt-in SMS text alerts (tri-lingual) Pocket-size voter guides (10k copies) Additional language translation (per language) Director of Communications Director of Outreach and Community Engagement Director of Creative Strategy Director of Operations Data-Driven Political Strategist Social Media & Multilingual Outreach Specialist Optional 5 % Contingency (City-directed scope tweaks) Grand Ceiling (with contingency) $19,300 $ 405,200 Hourly Rate $225 $180 $170 $150 $140 $130 $110 Fixed Fee $12,000 $8,000 $10,000 $7,000 Chief Strategist Standard Billing Rates Optional Enhancements (Add-On Only if Requested) 22 THE DANIELS GROUP 01 The Daniels Group, LLC appreciates the opportunity to serve the City of Diamond Bar at this pivotal moment. Our team is prepared to mobilize immediately on July 2, 2025, delivering a transparent, data-driven, and culturally responsive education program that meets residents where they are and equips them to vote with confidence. We are committed to: Full Accountability – Clear milestones, monthly KPI dashboards, and a final outcomes report. Open Communication – Weekly check-ins and rapid-response support to ensure City leadership is never in the dark. Fiscal Stewardship – A single not-to-exceed amount of $405,000 that consolidates every cost line—protecting taxpayers while providing the resources necessary for success. Thank you for considering this proposal. We stand ready to finalize any remaining details and begin work the moment the Agreement is executed. CLOSING 2902 THE DANIELS GROUP 01 Statement of Insurance Compliance The Daniels Group, LLC certifies that it currently maintains insurance coverage that meets or exceeds every requirement set forth in the City of Diamond Bar’s Request for Proposals (RFP). Specifically, we carry: Commercial General Liability Insurance at or above the minimum per- occurrence and aggregate limits specified in the RFP. Workers’ Compensation Insurance in full compliance with applicable law, with employer-liability limits that satisfy the RFP. All additional coverages required by the RFP (e.g., Automobile Liability, Professional Liability), each meeting or surpassing the stipulated minimum limits. We acknowledge that proof of these policies will be supplied upon the City’s request prior to contract award and at any other time during the contract term. The Daniels Group, LLC further agrees to notify the City of Diamond Bar in writing—within the timeframe stated in the RFP—if any required policy is canceled, non-renewed, or materially reduced in coverage. Finally, The Daniels Group, LLC confirms that it holds all licenses and authorizations necessary to perform the scope of work described in the RFP. Signed on behalf of The Daniels Group, LLC Trey Daniels Title: ________________________ Date: ________________________ Trey Daniels President & Lead Strategist The Daniels Group trey@thedanielsgrp.com | (601) 832-4301 President/CEO 06/13/2025 GLOBAL MARKETING STRATEGIST AND BRAND ARCHITECT Dynamic and results-driven branding and marketing expert in creating impactful campaigns that drive change, inform public opinion, and inspire action. Passionate about crafting authentic and compelling narratives that resonate with diverse audiences. Proﬁcient at maneuvering through complex organizations, achieving results, and overseeing projects involving numerous high-level stakeholders. Previously served as Communications Director for three high-proﬁle mayors, including former presidential candidate Senator Cory A. Booker, providing strategic counsel on media relations, crisis response, and stakeholder engagement. PROFESSIONAL EXPERIENCE PRESIDENT AND CEO, TORRES COMMUNICATIONS MANAGEMENT JUNE 2018 - PRESENT Torres Communications Management (TCM) is a premier communications, branding, and public affairs ﬁrm specializing in crafting impactful public engagement campaigns, developing strategic messages, managing media relations, and strengthening brand equity. TCM serves government agencies, private-sector companies, and nonproﬁt advocacy organizations and delivers tailored solutions that drive results. As a woman—and minority-owned business, TCM brings a global perspective and expertise to every project, empowering clients to connect effectively with diverse audiences worldwide. Clients we’ve elevated: Amazon, Adobe, Autodesk, Driscoll’s, the State of Maryland, the City of Pittsburgh, Hartsﬁeld-Jackson Atlanta International Airport, the Government of the Bahamas, and more. DIRECTOR OF COMMUNICATIONS, CITY OF ATLANTA MAYOR’S OFFICE AUGUST 2014 - APRIL 2018 Served as senior Cabinet member and delivered strategic communications counsel to Mayor Kasim Reed, Mayor Keisha Lance Bottoms, and senior ofﬁcials on message development and media management. Served as ofﬁcial spokesperson on behalf of Mayor Reed, Mayor Bottoms, and Administration. 2081 Bellrick Road NW, Atlanta GA 30318 973-609-2999 annetorres18@gmail.com ANNE TORRES Oversaw and implemented comprehensive communication strategies to create awareness, inform public opinion, and build consensus and support for Administration policy and initiatives. Developed media relations policies and advised mayor and administration ofﬁcials on interview protocol. Identiﬁed and leveraged international and national media opportunities to advance the Administration’s agenda and Mayor’s proﬁle. Oversaw all communication functions including municipal website, social media platforms, collateral materials, and city government public access channel. Managed daily exchange with media. Pitched and secured interviews for the Mayor and members of the Administration. Managed all press conferences and media events for the Mayor and Administration, including the State of the City Address, Inauguration, and Annual Budget Address. DEPUTY DIRECTOR OF COMMUNICATIONS, CITY OF ATLANTA MAYOR’S OFFICE SEPTEMBER 2012 - AUGUST 2014 Assisted with managing all aspects of the Administration’s communications efforts, including public and media relations, internal communications, crisis and issues management, and community relations. Oversaw all written and digital materials conveying information about administration policy initiatives. Developed short and long-term communications plans about the Mayor’s goals and accomplishments in a proactive manner. Oversaw and managed team of thirty (30) public information ofﬁcers for city departments including: Atlanta Police Department, Atlanta Fire and Rescue Department, Department of Watershed Management, Department of Parks and Recreation, Department of City Planning, Department of Aviation, Department of Human Resources, and Department of Public Works. Created and execute comprehensive social media strategy for Mayor Reed and City of Atlanta. Elevated Mayor Reed to 2nd most followed U.S. Mayor on Twitter. Prepared remarks for Mayor Reed including speeches and brieﬁngs for national media appearances. DIRECTOR OF COMMUNICATIONS, MAYOR CORY A. BOOKER 2010 - 2012 Oversaw and implemented comprehensive communication strategies to create awareness, inform public opinion, build consensus and support for administration policy initiatives. Managed all aspects of the Administration’s communications efforts, including: public and media relations, internal communications, crisis and issues management, and community relations. Harnessed new social media platforms, experiences and connections to elevate local, national and global engagement with Newark residents. Secured placements in top tier outlets including The New Yorker, The Wall Street Journal, and The New York Times to expand exposure for the City’s programs/initiatives as well as Mayor Booker and other city ofﬁcials. Developed media relation policies and advised Administration ofﬁcials on interview protocol. Served as point of contact for the Administration’s partnerships with federal, state and national elected ofﬁcials on joint legislative and political efforts. Managed all aspects of Mayor’s annual State of the City and Budget Address including speech writing, venue logistics and media outreach/coordination. Served as ofﬁcial spokesperson on behalf of Mayor Cory Booker and Administration Ofﬁcials. CHIEF OF STAFF, OFFICE OF COMMUNICATIONS, MAYOR CORY A. BOOKER 2007 - 2010 Managed the creation and dissemination of all collateral materials from the administration including monthly newsletters, brochures, public service announcements and calendars. Worked with the Press Ofﬁce on editing and drafting press releases, statements, advisories, and brieﬁng documents. Served as Associate Producer and developed programming for Newark’s Government Access Television Station. Oversaw and managed the City of Newark website content and development. Maintained City of Newark social media accounts and public/constituent responses. Coordinated and organized logistics for all press events, including ribbon cuttings, groundbreaking ceremonies, and press conferences. Expanded community and ethnic media relations through proactive outreach and strategic advertising placement. ACCOUNT EXECUTIVE, THE BRITTO AGENCY, NEW YORK, NY 2005 - 2007 Managed the efﬁcient day-to-day business operations of the agency and provided direct administrative support to the President and Accountant. Developed marketing strategies by creating, updating, and editing various promotional materials. Created and developed proposals for prospective clients and event planning with limited oversight/direction. Wrote, proofread, and edited press releases, biographies, and other documents for accuracy and consistency. Secured placements in national publications for clients. Launched successful public relations campaigns for high-proﬁle clients, including Mariah Carey, Martell Cognac, Dwight Freeney, Robin Givens, Hill Harper, Bryan Michael Cox, and Rodney Jerkins. EDUCATION FASHION INSTITUTE OF TECHNOLOGY, NEW YORK, NY BACHELOR OF SCIENCE DEGREE, ADVERTISING AND MARKETING COMMUNICATIONS Page 1 of 2 Erika Johnson Houston, Texas | (346) 297-7196 | hello@erikaejjohnson.com | www.linkedin.com/in/erikaejjohnson PROFESSIONAL SUMMARY Experienced data analyst and project manager with a decade of expertise in utilizing data to drive strategic insights and informed decision-making. Skilled at aligning individuals, processes, and technology to facilitate transformative organizational change. Proven ability to distill intricate datasets into actionable recommendations, enhance processes, and provide solutions that align with organizational objectives. Pro�icient in a range of analytical tools, methodologies, and data visualization techniques. Committed to fostering ongoing enhancement and delivering tangible business results through data-driven strategies. KEY HIGHLIGHTS • Project Management: Led cross-functional teams to successful project outcomes, including implementing predictive analytics models and real-time dashboards. • Data Analysis Expertise: Pro�icient in analyzing large datasets to uncover trends, patterns, and actionable insights for strategic business decisions. • Technical Pro�iciency: Skilled in using Python, R, SQL, and Excel for data processing and analysis. Developed and managed databases for ef�icient data management. • Data Visualization: Created compelling visualizations and dashboards using Tableau and Power BI for stakeholder comprehension and decision-making. • Project Management Technical Skills: Agile methodologies, Gantt chart creation, scope management, risk assessment, stakeholder communication. • Process Optimization: Utilized data insights to identify bottlenecks and optimize work�lows, leading to cost savings and enhanced performance. • Cross-Functional Collaboration: Translated complex data �indings into actionable recommendations to support business objectives. • Lean Six Sigma Green Belt Certi�ication: Pro�icient in applying Lean Six Sigma principles to drive process improvements and ef�iciency gains. ACHIEVEMENTS • Spearheaded the implementation of a predictive analytics model that reduced customer churn by 20%, resulting in a signi�icant increase in annual revenue for a leading e-commerce company. • Led a cross-functional team in developing a real-time data dashboard, enabling timely decision-making, and reducing response time to critical business incidents by 30%. • Collaborated with marketing teams to analyze campaign performance data, leading to a 15% increase in click-through rates and a 10% improvement in customer engagement. • Oversaw the implementation of an innovative SQL database and interface for the Houston Fire Department, facilitating the ef�icient transfer of over 100k records to a new responsive platform. • Developed and implemented custom dashboards and surveys for the City of Houston and Fort Bend County COVID-19 response teams, aiding data-driven pandemic response and informing critical decision-making. TECHNICAL SKILLS • Project Management: Agile methodologies, Gantt charts, scope management, risk assessment, stakeholder communication • Data Analysis: Python, R, SQL, Excel • Data Visualization: Tableau, Power BI • Database Management: SQL Server, MySQL Page 2 of 2 EXPERIENCE Founder and Independent Consultant • Culture Measures, LLC. (2022 - Present) • Leads Culture Measures, a dynamic consultancy specializing in data-driven culture and engagement strategies, contributing to signi�icant organizational success. • Designs and executes innovative organizational development strategies that lead to measurable improvements in employee engagement, operational ef�iciency, and overall performance. Managing Partner • Next Wave Strategies, LLC. (2019 - 2022) • Co-founded Next Wave Strategies, a management consultancy known for driving transformative change through strategic planning and data analytics. • Collaborated with executive teams to identify opportunities for process optimization, resulting in streamlined operations, cost savings, and enhanced ef�iciency. • Leveraged data-driven insights to guide clients through successful organizational transformations, achieving improved employee morale and performance. Organizational Development Specialist • Academy Sports and Outdoors (2018 - 2019) • Spearheaded comprehensive organizational development initiatives at a major retail chain, resulting in enhanced employee engagement and increased productivity. • Championed change management efforts during company-wide transitions, ensuring seamless integration of new processes and technologies. • Led the implementation of innovative HR technology solutions, resulting in improved talent acquisition, performance evaluation, and employee development. Organizational Development Consultant (Contract) • Keen Alignment (2017 - 2018) • Provided expert consultation on talent acquisition strategies, leveraging organizational development expertise to drive post-merger success for clients. • Collaborated with cross-functional teams to analyze data and identify opportunities for aligning organizational culture, resulting in improved employee retention and satisfaction. Organizational Development Specialist • City of Houston (2008 - 2017) • Played a pivotal role in organizational development within a large-scale public entity, leading community outreach, talent management, and cultural initiatives. • Designed and executed data-driven strategies to improve employee engagement, resulting in a more positive work environment and increased overall productivity. VOLUNTEERISM / COMMUNITY LEADERSHIP • Contributing Writer, National Diversity Council EDUCATION • Bachelors in data management and Analytics, Western Governor University 2024 • Lean Six Sigma Green Belt Certi�ication ROOSEVELT W. DANIELS, III P.O. Box 8373, Houston, TX 77288 • (601) 832-4301 • trey@thedanielsgrp.com COMMUNITY & BUSINESS DEVELOPMENT/GOVERNMENT AFFAIRS A self-starter with dynamic professional experience in managing legislative and business development strategies to enhance a company’s interest. Proven ability to lead employees and work in a team environment. Has provided long and short term strategic advice for senior level executives and elected officials. Demonstrated the ability to make sound decision while working in a fast paced environment. Committed to maintaining a reputation based in exemplary service and uncompromising ethics. Proactive and results oriented with excellent communication and interpersonal skills to cultivate necessary relationships to exceed the expectations. Experienced in working with individuals at all levels from diverse cultural and socio-economic backgrounds. Core Competencies Organizational Skills • Legislative Analysis • Fundraising Strategies • Community Relations • Public Speaking • Strategic Planning • Community Development • Staff Management • Relationship Building PROFESSIONAL EXPERIENCE The Daniels Group Government & Public Affairs Firm, Jackson, MS & Houston, TX 6/2012 - Present Managing Partner Implemented strategies for corporate clients to ensure goals and objectives are achieved. Presented strategies business development strategies to senior executives in corporate settings. Managed relationships with corporate clients, elected officials, media, legislators, and federal agency officials. Developed and implemented fundraising strategies for community organizations, elected officials, and non- profit organizations. Strategically advised senior level corporate executives on community service opportunities to meet and exceed the demand of corporate giving/outreach. Key Highlights: • PAC Administrator & Treasurer for Houstonians for Working Families • Government Affairs Representative for Jackson Municipal Airport Authority • Government Affairs Representative for Posltlewaite & Netterville • Government Affairs Representative for Linebarger, Goggan Blair & Sampson • Government Affairs Representative for Johnson Controls • Provided strategic advice to Harris Corporation to procure eight-million-dollar contract with Hinds County Board of Supervisors. • Developed a community outreach plan for Delta Health Alliance to reach their targeted goal. • Provided strategic advice for Greater Houston Black Chamber of Commerce to procure largest funding opportunity in the 80 year history of the organization. • Developed and cultivated multiple relationships throughout the south and southeast for corporate clients to receive government contracting opportunities. • Developed messaging and talking points to enhance effective legislative strategies. • Provided in-kind strategic advice to Jackson Municipal Airport Authority for state airport takeover. U.S. House of Representatives Congresswoman Sheila Jackson Lee , Houston • TX 3/2014 – 10/2014 District Director Managed a staff of six employees and ten interns. Maintained political relationships and oversaw district activities such as events, case work, and federal legislative issues. Implemented policy objectives, strategies and operating plans for the 18th Congressional District office. Enhanced staff performance through appropriate performance measures. Assigned work flow to key staffers to increase productivity through the district. Developed new relationships with corporate executives, federal agency officials, community stakeholders and occasionally senior level government officials: Secretary of United State Department of Transportation, Ambassador to Niger, and Minister of Energy for Nigeria. Key Highlight: • Strategically positioned Congresswoman Jackson Lee and district office to be participants of the annual Offshore Technical Conference (OTC) largest Offshore Drilling Conference in the United States. • Developed a communication plan to constantly inform constituents of certain legislative updates and major crisis issues i.e., influx of unaccompanied children entering the southern Texas border. • Decentralized District office operations to produce more work productivity and more accessibility to the district office. • Assigned and directed staff for prominent community event of 20,000 attendees for the unveiling of a Martin Luther King Statue in MacGregor Park and also secured Historical Keynote Speaker for community event. City of Jackson, Jackson • MS 1/2012 - 6/2013 Director of Policy and Inter-Government Affairs Served as the Chief Lobbyist for the City of Jackson, MS and Inter-governmental liaison between the mayor’s office and city departments. Managed City's governmental relations at the local, state and federal level. Drafted and presented annual legislative agenda before City of Jackson Mayor and City Council. Represented the City of Jackson on several governmental, non-governmental committees: United Way High School drop-out committee, Central Mississippi Planning and Development Committee, Jackson Redevelopment Authority (Business Development Authority), Small Business and Selection Review Committee and Habitat for Humanity Housing initiative. Key Highlights: • Procured three million from Mississippi State Legislature through the legislative appropriation process for capital improvement project for a collapsing bridge. • Procured three million from United State Department of Transportation for capital improvement project for a collapsing bridge. • Aggressively retained $500,000.00 funding for City of Jackson Transit Authority from Federal Transit Administration. • Drafted legislation for an attempted murder charge for the state of Mississippi. • Secured annual $50,000.00 funding for Keep Jackson Beautiful. • Procured a Minority Bond Surety Program for the City of Jackson from United Stated Department of Transportation award amount up to $150,000.00. • Implemented City of Jackson First Day Initiative program with corporate and community stakeholder to prepare students for the first day of school. • Drafted a community outreach program and plan to reduce City of Jackson homicide rate and recidivism rate by working with corporate and community stakeholders. EDUCATION AND CREDENTIALS Bachelor of Arts Degree in Political Science, 5/2006 Hampton University, Hampton, VA Community Involvement Activities Member A. Phillip Randolph Institute Member Masonic Lodge J.I. Martin 701 Volunteer United Way of America Volunteer Habitat for Humanity Founder, Cutting for Confidence an initiative to provide young boys free haircuts and school supplies (Partners: YMCA, United Healthcare, School Aids, and Kool Smiles Dentistry) Susie Hong +3 1 0 -7 1 0 -7 1 6 6 S H 3 5 9 8 @ N Y U .E D U A T L A N T A , G A (E S T ) Performance marketing professional with a B.S. in Media, Culture, and Communication from NYU and a demonstrated agency background. I am experienced in implementing paid social strategies across luxury fashion, beauty, CPG, fast food, tech, healthcare, and DTC e-commerce clients. Through my exposure to a wide variety of verticals, I have an in- depth understanding of crafting full-funnel social media strategies that cater to unique business needs. Strategist, Paid Social Horizon Media, Inc. / May 2019 - March 2020 Managed paid social media campaigns, from media planning, optimizations, and trafficking, to reporting for Burger King, UnitedHealth Group, and Welch’s Drove store visits to Burger King locations, increased Burger King app installs, and drove overall awareness of Burger King LTO products; successfully launched the Impossible Whopper in Q3 2019 across leading social platforms Socium Media / Jan 2024 - Present Own creative-driven, full-funnel paid social strategy, execution, and reporting for Canopy, Dolce Vita, Betsey Johnson, and WorldSprings Lead internal paid social division growth and facilitate monthly division meetings with industry/platform updates, training opportunities, and cross-client learnings In Q3 2024, drove +150% revenue growth and a -33% reduction in blended CAC YoY for Canopy, attributed to campaign restructure to prioritize creative testing Marketing Manager, Paid Social & Display Associate Director, Paid Social Manager, Paid Social Bergdorf Goodman at Neiman Marcus Group / June 2021 - Dec 2023 iProspect at Dentsu, Inc. / March 2020 - June 2021 Owned Bergdorf Goodman’s full-funnel paid social and display strategy from planning to execution and reporting Developed and refined processes around partnership with internal and external stakeholders including merchant, CRM, creative, CoOp, analytics, paid and owned media, web operations, and product teams to drive cohesion across all BG.com marketing initiatives Vetted and onboarded external vendors Kargo Commerce and RTB House to enhance existing paid social and display programs Owned all internal and external comms related to BG.com site migration to FARFETCH platform solutions (FPS) Drove +75% YoY growth in BG.com demand sales in FY23, with ROAS +34%, AOV +31% and web traffic +44% YoY Managed all aspects of paid social media campaigns, from crafting tactical media plans to setting up media buys and ensuring seamless launches for Microsoft (Crisis Response, Azure, Dynamics, and Power Platform) Planned and executed the Crisis Response campaign during the onset of the COVID-19 pandemic, managing a $10MM+ USD budget to promote Microsoft’s solutions for remote work, cloud-based services, and streamlined digital workflow Managed a team of four, comprised of Leads, Sr. Associates, and Associates W O R K E X P E R I E N C E Coordinator, Paid Social Stella Rising Agency / September 2017 - May 2019 Planned, executed, and optimized paid social campaigns to reach core consumers at various stages of the purchase funnel for beauty, retail, and CPG brands: Drybar, Adrianna Papell, C’est Moi Beauty, Splat Hair Color, and Hain Celestial Exceeded ROI goals for Drybar, maintaining a 12:1 paid social ROAS in Q4 2018 B.S. Media, Culture, and Communication NYU Shanghai / Global Public Health and Nutrition Studies Program NYU Paris / Global Media Studies Program New York University Meta Blueprint Core Competencies and Certified Planning Professional McKinsey & Company Asian Leadership Academy, Leadership Essentials The Trade Desk Certified Programmatic Practitioner and Professional Twitter Flight School Video Badge Snapchat Advertising Core Competencies LinkedIn Marketing Solutions Fundamentals Pinterest Certified Media Buyer E D U C A T I O N C E R T I F I C A T I O N S T E C H N I C A L S K I L L S Media Buying Platforms Meta, TikTok, X, Snap, Pinterest, LinkedIn, YouTube, RTB House, Tatari Analytics Platforms GA4, Tableau, Triple Whale, Shopify, Dash Hudson, Motion Project Management Software Asana, ClickUp, Notion, Trello Microsoft Suite Word, Excel, Powerpoint Google Suite Docs, Sheets, Slides, Drive P h i l a d e l p h i a , P a E : d a n i t r a .s h e r m a n @ g m a i l .c o m C : 4 0 4 -9 6 4 -1 6 8 5 D A N I T R A S H E R M A N A B O U T M E W i t h o v e r 1 0 y e a r s o f p o l i t i c a l e x p e r i e n c e , I e x c e l a t d e v e l o p i n g a n d i m p l e m e n t i n g e l e c t o r a l c a m p a i g n s , a s w e l l a s i n t e g r a t e d a d v o c a c y e f f o r t s f o r i s s u e b a s e d c a m p a i g n s . E D U C A T I O N 2 0 1 9 • D r e x e l U n i v e r s i t y , P h i l a d e l p h i a , P A D r P H , P o l i c y a n d S o c i a l J u s t i c e 2 0 1 1 • M o r e h o u s e S c h o o l o f M e d i c i n e , A t l a n t a , G A M P H , A d m i n , M a n a g e m e n t & P o l i c y 2 0 0 9 • H a m p t o n U n i v e r s i t y , H a m p t o n , V A B S , C e l l u l a r & M o l e c u l a r B i o l o g y D e p u t y A d v o c a c y a n d P o l i c y D i r e c t o r A C L U o f P e n n s y l v a n i a O p e r a t e a s a k e y d e c i s i o n m a k e r o n a l l a d v o c a c y e f f o r t s , s h a p i n g b u d g e t i n g d e c i s i o n s , c a m p a i g n p r i o r i t i e s , p o l i c y a g e n d a s , a n d p o l i t i c a l m e s s a g i n g f r a m e s . D e v e l o p a n d i m p l e m e n t c a m p a i g n p l a n s b y i n t e g r a t i n g l e g i s l a t i v e , o r g a n i z i n g , c o m m u n i c a t i o n s , a n d l e g a l s t r a t e g i e s , i n c l u d i n g a s s e s s i n g b e n c h m a r k s a n d d a t a a n a l y s i s . D e v e l o p a n d f a c i l i t a t e p r e s e n t a t i o n s , t r a i n i n g s , a n d m e d i a i n t e r v i e w s a b o u t c a m p a i g n s - i .e . c r i m i n a l j u s t i c e , p o l i c i n g , v o t i n g r i g h t s , e t c . D e v e l o p a n d m a i n t a i n e q u i t a b l e a n d r e c i p r o c a l r e l a t i o n s h i p s w i t h c o m m u n i t y o r g a n i z a t i o n s a n d n e t w o r k s – p a r t i c u l a r l y c o m m u n i t y m e m b e r s i m p a c t e d b y p o l i c i n g a n d i n c a r c e r a t i o n , a n d r a c i a l j u s t i c e i n i t i a t i v e s l e d b y p e o p l e o f c o l o r . M a n a g e a s s i g n e d c a m p a i g n s t a f f , a s w e l l a s c o n s u l t a n t s w h e r e a p p l i c a b l e , a n d d e v e l o p s t a f f c a p a c i t y a n d g r o w i s s u e e x p e r t i s e a n d c a m p a i g n s k i l l s W o r k w i t h s e n i o r l e a d e r s h i p o n i m p l e m e n t i n g o r g a n i z a t i o n a l d e v e l o p m e n t e f f o r t s , w h i c h i n c l u d e b u t a r e n o t l i m i t e d t o s t r a t e g i c p l a n n i n g , d e v e l o p i n g p r o c e s s e s f o r a d a p t i n g t o c u l t u r e c h a n g e , a n d D E I e f f o r t s . S t r a t e g i s t /P r i n c i p a l A l c h 3 m i s t M v m t G r o u p L L C P r o v i d e s t r a t e g i c d i r e c t i o n f o r e l e c t o r a l c a m p a i g n s , a s w e l l a s m a n a g i n g t h e o v e r a l l o p e r a t i o n a n d c a m p a i g n s t a f f . D e v e l o p a n d i m p l e m e n t c o m p r e h e n s i v e f i e l d p l a n , a s w e l l a s c o m m s a n d d i g i t a l p l a n , f o r s t a t e a n d l o c a l e f f o r t s . E n s u r e c o m p l i a n c e w i t h P e n n s y l v a n i a c a m p a i g n f i n a n c e l a w a n d w o r k i n g w i t h t e a m t o e n s u r e f i n a n c e r e p o r t s a r e f i l e d . D e v e l o p a n d e x e c u t e l e g i s l a t i v e p l a n s t o a d v a n c e o r g a n i z a t i o n a l p r i o r i t i e s b y i n f l u e n c i n g t h e d e c i s i o n -m a k i n g p r o c e s s . • p o l i t i c a l s t r a t e g i s t • E X P E R I E N C E 2 0 1 9 - P r e s e n t 2 0 1 8 - P r e s e n t C o a l i t i o n D i r e c t o r M A V E N /C T M E d u c a t e d , m o b i l i z e d a n d e n g a g e d c o m m u n i t y a n d c o a l i t i o n p a r t n e r s a r o u n d t h e T r a n s p o r t a t i o n I n v e s t m e n t A c t r e f e r e n d u m . C o n d u c t e d t a r g e t e d o u t r e a c h t o p o t e n t i a l o r g a n i z a t i o n s , c o m m u n i t y s t a k e h o l d e r s , e l e c t e d o f f i c i a l s t o b u i l d t h e c o a l i t i o n a n d g a r n e r s u p p o r t f o r t h e r e f e r e n d u m . A n a l y z e d t h e e c o n o m i c a l s t a t e a n d s o c i a l d e t e r m i n a n t s p o s e d b y t h e r e f e r e n d u m f o r m i n o r i t y g r o u p s i n o r d e r t o b e s t d e v e l o p m e c h a n i s m s f o r e n g a g i n g t h e v a r y i n g e n t i t i e s • p o l i t i c a l s t r a t e g i s t • E X P E R I E N C E C O N T D . 2 0 1 2 S K I L L S S t r a t e g i c P l a n n i n g P r o j e c t M a n a g e m e n t D a t a M a n a g e m e n t A n a l y t i c a l P h i l a d e l p h i a , P a E : d a n i t r a .s h e r m a n @ g m a i l .c o m C : 4 0 4 -9 6 4 -1 6 8 5 G i r l s J u s t i c e L e a g u e O v e r s a w g r a n t m a n a g e m e n t , w o r k i n g i n c o n j u n c t i o n w i t h p r o g r a m s t a f f t o s e c u r e p r i v a t e a n d p u b l i c g r a n t f u n d i n g . D e v e l o p e d s o c i a l j u s t i c e r e l a t e d c a m p a i g n s f o r y o u t h e n g a g e m e n t i n c o o r d i n a t i o n w i t h m e m b e r s a n d l a y l e a d e r s h i p . W o r k e d w i t h l e a d e r s h i p t o d e v e l o p o r g a n i z a t i o n a l b u d g e t a n d p r o g r a m m i n g g o a l s . P l a n n e d P a r e n t h o o d S o u t h e a s t e r n P A , P e n n s y l v a n i a A d v o c a t e s & P A C M a n a g e d i n d e p e n d e n t e x p e n d i t u r e c a m p a i g n e f f o r t s f o r n a t i o n a l , s t a t e a n d l o c a l e l e c t o r a l e f f o r t s f o r t h e s t a t e o f P e n n s y l v a n i a , d e v e l o p i n g a n d s e t t i n g s t a t e w i d e f i e l d (p a i d a n d v o l u n t e e r ) a n d d i g i t a l p l a n s . M a n a g e d a n d d e v e l o p e d 1 3 -m e m b e r o r g a n i z i n g s t a f f a n d r e g i o n a l f i e l d d i r e c t o r s t h r o u g h o u t t h e s t a t e , i n c l u d i n g t h e p l a n n i n g a n d e x e c u t i o n o f l e a d e r s h i p d e v e l o p m e n t p r o g r a m a c t i v i t i e s f o r f i e l d t e a m a n d d e v e l o p i n g a n d s e t t i n g g o a l s a n d m e t r i c s . M a n a g e d C R M p r o g r a m s , s u c h a s E v e r y A c t i o n , t o e n g a g e i n a d v o c a c y , d i g i t a l o r g a n i z i n g a n d d o n o r e n g a g e m e n t e f f o r t s . C o -m a n a g e d d i r e c t m a i l a n d m e d i a c o n s u l t a n t s f o r s t a t e a n d n a t i o n a l e f f o r t s . P r o v i d e d l e a d e r s h i p a n d g u i d a n c e i n o r g a n i z i n g a n d e n g a g i n g w i t h c o m m u n i t i e s /o r g a n i z a t i o n s o f c o l o r . L e a d c a n d i d a t e e n d o r s e m e n t p r o c e s s e s a n d m a p p e d o u t P A C c o n t r i b u t i o n s . D e v e l o p e d t r a i n i n g m a t e r i a l a n d e x e c u t e w o r k s h o p s f o r s t a f f , v o l u n t e e r s a n d c o m m u n i t y p a r t n e r s . A s s i s t e d i n t h e d e v e l o p m e n t a n d s e t t i n g o f o r g a n i z a t i o n a l g o a l s t o a c h i e v e s e t v i s i o n , a s w e l l a s i m p l e m e n t i n g p l a n s t o i m p r o v e o r g a n i z a t i o n a l e f f e c t i v e n e s s . 2 0 1 5 - 2 0 1 8 2 0 1 4 - 2 0 1 9 S t a t e F i e l d D i r e c t o r C o n s u l t a n t D A N I T R A S H E R M A N O r g a n i z a t i o n a l D e v e l o p m e n t C o m m u n i c a t i o n s L A M O N T F R A N K L I N P R O F I L E D I G I T A L L E A D Project Management Product Management Product Development Lifecycle Agile and Waterfall Lifecycle Web Design Design Thinking Wireframe Creation Problem-Solving Requirements Gathering Time Management Strong Communication S K I L L S 678-270-0438 lamont.franklin@gmail.com lamont.franklin.com I am an experienced professional with over l 5 years of technology consulting, project management, graphic and web design, and development experience. Strong creative with analytical skills. Team player with an eye for detail. E X P E R I E N C E The Daniels Group 2021 - Present D I R E C T O R O F C R E A T I V E S T R A T E G Y Lead the development of integrated creative strategies for political campaigns and advocacy organizations. Designed and executed digital outreach for high- profile candidates, including Senator Raphael Warnock and Congresswoman Sheila Jackson Lee. Oversaw all phases of content creation—from messaging frameworks to ad creative—ensuring alignment with campaign objectives and audience insights. Spearheaded UI/UX design and branding efforts for government and private-sector clients, supporting their digital transformation initiatives. E D U C A T I O N Hampton University Computer Information Systems 2005 - 2009 B A C H E L O R S O F S C I E N C E S O C I A L F A C E B O O K f a c e b o o k .c o m /l a m f r a n k l i n T W I T T E R t w i t t e r .c o m /l a m o n t _e a L I N K E D I N l i n k e d i n .c o m /i n /l a m o n t f r a n k l i n Southeastern Region 2016 - 2022 P O L I T I C A L C O N S U L T A N T Provided strategic creative support across local, state, and federal campaigns. Developed targeted visual content, GOTV strategies, and rapid-response messaging. Collaborated with media, field, and communications teams to ensure a unified campaign presence and consistent messaging across all platforms. Mayor’s Office of Atlanta 2022 - 2024 C R E A T I V E L E A D , Y O U T H S C H O L A R S H I P I N I T I A T I V E Directed creative and fundraising strategy for Mayor Andre Dickens’ Youth Scholarship Initiative. Raised over $200,000 to support inner-city students in pursuing higher education. Blended storytelling with community-centered design to increase donor engagement and expand public awareness. Leana Chan leana.chan.tx@gmail.com (832) 863-6791 Houston, Tx QUALIFICATIONS ● Graphic Design Visual Communication – Graphic Design and brand management for daily communications using industry-standard software ● Data-Driven Voter Outreach & Analysis – Designed and executed voter outreach strategies using VAN, Scale to Win, and Impactive, optimizing contact rates ● Advanced Data Management & Automation – Programmed Python and BigQuery scripts to automate data processing, reformat documents, and streamline fundraising efforts. ● Geospatial & Trend Analysis – Conducted geographical and voting pattern analyses to optimize canvassing strategies, including cutting turf and creating layered maps for field teams. ● High-Impact Digital Communications – Developed compelling social media content, email campaigns, and messaging strategies to enhance candidate visibility and engagement. ● Strategic Fundraising & Donor Targeting – Performed extensive web scraping and data analysis to identify likely donors, manage campaign finance reports, and coordinate high-yield fundraising events. ● Comprehensive Reporting & Visualization – Created detailed campaign reports, voter outreach dashboards, and end-of-campaign data visualizations using Looker Studio and other analytics tools. EXPERIENCE Data Consultant, 2023- Current – Coordinated data-driven fieldwork efforts for national campaigns, managing large-scale voter outreach operations and multi-million-dollar budgets. – Integrated Looker Studio with live data pipelines to automate real-time reporting, generating dynamic monthly analytics dashboards for board members and key stakeholders. – Conducted detailed geographical and voting trend analysis to enhance canvassing efficiency, including cutting turf and mapping optimal voter outreach routes. – Programmed Python and BigQuery scripts to automate data processing, reformat large datasets, and optimize campaign fundraising efforts. – Created compelling messaging for large-scale SMS, email, and social media campaigns, successfully engaging hundreds of thousands of voters. – Conducted extensive web scraping and data analysis to identify high-value donor prospects and streamline campaign finance reporting. – Led data transfer efforts between multiple platforms, integrating and compressing voter data spanning over a decade for improved usability. Regional Organizing Director: Virginia Democratic Party Congressional District 10, 2024 -Personally led a field team and volunteers to knock on 51,529 total doors for the Democratic Party Coordinated Campaign in Congressional District 10 -Personally led a field team and volunteers to complete 517,323 total contact attempts for The Virginia Democratic Party Coordinated Campaign in Congressional District 10 -Created messaging for Postcarding efforts and sent out 3,236 Postcards -Helped coordinate visits from out-of-state elected officials and journalists into Congressional District 10 -Coordinated with the Suhas Campaign to help Suhas Subramaniam win his seat in Congress with 52.1% -Coordinated with the Tim Kaine Campaign to help re-elect Senator Tim Kaine -Managed fieldwork efforts for the Harris-Walz ticket in Congressional District 10 -Helped support local candidates List of References available upon request SKILLS NGP-VAN VAN Minivan Google Sheets Looker Studio SQL Python Html Mobilize Canva Figma LANGUAGES English Basic Conversational Spanish PROGRAMS Arena Academy 2023 Data Track Arena Academy 2024 Data Track AAPI Table: VN Teamwork Fellowship Program -Supervised and managed all budget requests for Congressional District 10 *fun fact: 70% of the world’s internet traffic flows through the data centers in Loudoun County in Congressional District 10. ADDITIONAL ROLES Campaign Manager: Judge Kyle Carter, Harris County 2024 -Personally lead community engagement efforts, get-out-the-vote efforts, and fundraising efforts across Harris County -Performed comprehensive data analysis of voting patterns to narrow voter outreach efforts -Attended endorsement meetings and spoke on behalf of the candidate -Sent out all emails on behalf on the campaign -Created social media posts on behalf of the candidate on Instagram, Facebook, Linked-in, and Twitter -Personally sent out over 250,000 text messages on behalf of the campaign -Accompanied candidate through events -Cut turf for blockwalking and phone-banking -Created a layered map on google maps of our volunteers/staff that showed the driving directions from the user's current location, as well as the staff member name, staff member phone number, and team lead name. -Drove to 14 polling locations to deliver food to workers during early voting and election day -Created an End of Campaign Report Map that showed candidate support for the 1,172 precincts within Harris County -Helped to elect a candidate that won with 56.5% Campaign Consultant: Harris County Democratic Endorsed Judicial Candidates PAC, 2023-2024 -Worked with a slate of 19 judicial candidates that were running for office in Harris County -Filed campaign finance reports for multiple candidates -Programmed python code to reformat over 700 documents for fundraising efforts -Preformed 20+ hours of web scraping for likely campaign donors -Wrote endorsement application drafts for multiple candidates Data Manager: Sheila Jackson Lee, 2023-2024 -Worked closely with staff members to incorporate analytical insights into overall campaign strategies -Conducted comprehensive data analysis to identify key voting trends -Helped coordinate with all teams for blockwalking efforts for 180,000 houses/doors -Developed detailed reports on campaign progress & voter outreach effectiveness -Utilized advanced data visualization tools to present complex data in an easily understandable format -Used programs such as VAN to create phone banks and text messaging campaigns -Conducted geospatial analysis to optimize turf cutting for canvassers, maximizing outreach efficiency and voter engagement. -Planned, lead, and budgeted a get-out-the-vote event -Created comprehensive end-of-campaign report for the candidate Fundraising Director: Danielle Key Bess, 2023 -Lead data management efforts for all fundraisers -Planned and coordinated fundraisers & Meet and Greets for the campaign -Coded 300 lines of code in Bigquery and to automate everyday tasks Data Analyst (Paid Intern), Beto O'Rourke 2022 -Specialized in data acquisition and analytics in a state-wide campaign -Reviewed, compressed, and coded spreadsheets in Houston and surrounding areas to improve the efficiency of data sharing -Consistently met deadlines Projects: -Contacted 300 non-profit organizations on behalf of the campaign -Personally contacted 900+ registered voters through a self-made program and input information into campaign database -Used analytics skills to create a map of optimal canvassing location for every voting location in Houston. -Used data sharing and communication skills to help coordinate a variety of different fundraising events including luncheons, concerts, and joint campaign events with other elected officials. THE DANIELS GROUP 01 Certification of Agreement to the City of Diamond Bar Consulting Services Agreement The Daniels Group, LLC (“Consultant”) hereby certifies that it has thoroughly reviewed the City of Diamond Bar’s standard Consulting Services Agreement and agrees to all terms and conditions therein, without exception. Should the City later request clarifications or minor administrative edits (e.g., updated notice addresses), Consultant will supply such language promptly for staff review and approval. At this time, however, Consultant proposes no substantive edits to the Agreement. Signed on behalf of The Daniels Group, LLC: __________________________________ Date: __________________ Authorized Signatory Title: _____________________President/CEO 06/13/2025 Phone: (601)832-4301 Website: www.thedanielsgrp.com Email: trey@thedanielsgrp.com 1401 Cleburne Street Houston, TX 77004