HomeMy WebLinkAboutContract 49969 CITYSECRETAR
NTRACT NO.Y `! ����
AN AGREEMENT FOR THE PROFESSIONAL CONSULTING SERVICES
This AGREEMENT("Agreement")is made and entered into by and between the CITY OF FORT
WORTH (the "City"), a home rule municipal corporation situated in portions of Tarrant, Parker,
Denton, and Wise Counties, Texas, as executed by Jesus J. Chapa, its duly authorized Assistant City
Manager, and Yates Consulting,Inc. dba Influence Opinions("Consultant"),a Texas Corporation,as
executed by Elyse Yates, its duly authorized CEO and Founder, each individually referred to as a
"party" and collectively referred to as the"parties."
CONTRACT DOCUMENTS:
The Contract documents shall include the following:
1 This Agreement for Professional Services
2. Exhibit A—Scope of Services and Time of Deliverable
3 Exhibit B Payment Schedule and Hourly Rates
All Exhibits attached hereto are incorporated herein and made a part of this Agreement for all
purposes. In the event of any conflict between the documents, the terms and conditions of this
Professional Services Agreement shall control.
1. SCOPE OF SERVICES.
Consultant hereby agrees to provide the City with professional consulting services to assist
the City's Water Department with Communication Services specifically for:
1 Strategic planning and research to promote the Water Department and its initiatives among
internal and external audiences;
2.Assist current Water Department staff by developing clear messages for different audiences
and providing other communications support;
3. Support outreach to ratepayers and key stakeholders to increase engagement and gather
Feedback; and
4. Develop communications materials and compelling content for owned, earned, and paid
media.
Attached hereto and incorporated for all purposes incident to this Agreement is Exhibit A,
Scope of Services, more specifically describing the services to be provided to the City.
Consultant warrants that it will exercise reasonable skill,care and diligence in the performance
of its services and will carry out its responsibilities in accordance with customarily accepted
professional practices and applicable laws. Except for the express representations and warranties set
forth hereinabove and otherwise in this Agreement, Consultant does not make any other express or
implied warranties or representations of any kind whatsoever relating to this Agreement or the
Services, including any implied warranty of merchantability or fitness for a particular purpose.
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2. TERM.
This Agreement shall commence upon the date of complete execution("Effective Date')and
shall expire a year ,from the Effective Date, acting within the schedule as describes in Exhibit A,
unless terminated earlier or extended in accordance with the provisions of this Agreement or agreed
upon by written amendment to this Agreement by both parties. In no event shall the Consultant
perform its services beyond the not-to-exceed amount in Section 3 without a written amendment to
this Agreement. The City shall have the option,in its sole discretion,to renew this Agreement under
the same terms and conditions,for up to three(3)one-year options,unless terminated in accordance
with the provision of the Agreement.
3. COMPENSATION.
The City shall pay Consultant an amount not to exceed $100,000 in accordance with the
provisions of this Agreement and the Payment Schedule shown in Exhibit B which is incorporated
for all purposes herein.Consultant shall not perform any additional services for the City not specified
by this Agreement unless the City requests and both parties approve in writing the additional scope,
schedule, and costs for such services. Either party may seek a change order for a change in scope
schedule and costs related thereto,which must be agreed upon by both parties by a written amendment
to this Agreement. The City shall not be liable for any additional expenses of Consultant not specified
by this Agreement unless the City first approves such expenses in writing.
4. TERMINATION.
4.1. Written Notice.
The City or Consultant may terminate this Agreement at any time and for any reason
by providing the other party with 30 days written notice of termination.
4.2 Non-Uuropriation of Funds.
In the event no funds or insufficient funds are appropriated by the City in any fiscal
period for any payments due hereunder, City will notify Consultant of such occurrence and
this Agreement shall terminate on the last day of the fiscal period for which appropriations
were received without penalty or expense to the City of any kind whatsoever,except as to the
portions of the payments herein agreed upon for which funds shall have been appropriated.
4.3 Duties and Obligations of the Parties.
In the event that this Agreement is terminated prior to the Expiration Date, the City
shall pay Consultant for services actually rendered up to the effective date of termination and
Consultant shall continue to provide the City with services requested by the City and in
accordance with this Agreement up to the effective date of termination.
5. DISCLOSURE OF CONFLICTS AND CONFIDENTIAL INFORMATION.
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Consultant hereby warrants to the City that Consultant has made full disclosure in writing of
any existing conflicts of interest related to Consultant's services under this Agreement. In the event
that any conflicts of interest arise after the Effective Date of this Agreement,Consultant hereby agrees
promptly to make full disclosure to the City in writing upon its first knowledge of such conflict.
Consultant, for itself and its officers, agents and employees, further agrees that it shall treat all
information provided to it by the City as confidential and shall not disclose any such information to
a third party without the prior written approval of the City, except to the extent that such disclosure
is required by applicable law or court order and then only after prior notice to and consultation with
the City. Consultant shall store and maintain City Information in a secure manner and shall not allow
unauthorized users to access, modify, delete or otherwise corrupt City Information in any way.
Consultant shall notify the City promptly if the security or integrity of any City information has been
compromised or is believed to have been compromised.
6. RIGHT TO AUDIT.
Consultant agrees that the City shall,until the expiration of three(3)years after final payment
under this Agreement, have access to and the right to examine at reasonable times any directly
pertinent books, documents, papers and records of the Consultant involving transactions relating to
this Agreement at no additional cost to the City. Consultant agrees that the City shall have access
during normal working hours to all necessary Consultant facilities and shall be provided adequate and
appropriate work space in order to conduct audits in compliance with the provisions of this section.
The City shall give Consultant at least five(5)business days' advance notice of intended audits.
Consultant further agrees to include in all its subcontractor agreements hereunder a provision
to the effect that the subcontractor agrees that the City shall, until expiration of three(3)years after
final payment of the subcontract, have access to and the right to examine at reasonable times any
directly pertinent books, documents,papers and records of such subcontractor involving transactions
related to the subcontract, and further that City shall have access during normal working hours to all
subcontractor facilities and shall be provided adequate and appropriate work space in order to conduct
audits in compliance with the provisions of this paragraph. City shall give subcontractor reasonable
notice of intended audits.
The audit rights conferred by this section shall not permit the City to access records related
to the pricing of fixed-price or lump sum amounts, the build-up of agreed rates or unit prices, or
Consultant's estimating records.
7. INDEPENDENT CONTRACTOR
It is expressly understood and agreed that Consultant shall operate as an independent
contractor as to all rights and privileges granted herein, and not as agent, representative or employee
of the City. Subject to and in accordance with the conditions and provisions of this Agreement,
Consultant shall have the exclusive right to control the details of its operations and activities and be
solely responsible for the acts and omissions of its officers, agents, servants, employees, contractors
and subcontractors. Consultant acknowledges that the doctrine of respondeat superior shall not apply
as between the City, its officers, agents, servants and employees, and Consultant, its officers, agents,
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employees, servants, contractors and subcontractors. Consultant fi.uther agrees that nothing herein
shall be construed as the creation of a partnership or joint enterprise between City and Consultant.
8. LIABILITY AND INDEMNIFICATION.
CONSULTANT SHALL RELEASE, DEFEND, INDEMNIFY AND HOLD
HARMLESS CITY AND ITS OFFICERS, AGENTS AND EMPLOYEES FROM AND
AGAINST ALL DAMAGES, CLAIMS, LOSSES, DEMANDS, SUITS, JUDGMENTS AND
COSTS, INCLUDING REASONABLE ATTORNEY'S FEES AND EXPENSES, FOR
PERSONAL INJURIES (INCLUDING DEATH) AND THIRD-PARTY PROPERTY
DAMAGE TO THE EXTENT CAUSED BY THE NEGLIGENT ACT OR OMISSION OF
CONSULTANT, ITS OFFICERS, AGENTS, EMPLOYEES, OR SUBCONTRACTORS IN
THE PERFORMANCE OF SERVICES UNDER THIS AGREEMENT. THE CONSULTANT
SHALL NOT BE OBLIGATED OR LIABLE TO THE CITY FOR ANY CLAIM ARISING IN
CONNECTION WITH THIS AGREEMENT EXCEPT ITS OWN NEGLIGENCE THAT IS
THE FAULT OF THE CONSULTANT, AND/OR ITS AGENTS, EMPLOYEES, OR
SUBCONTRACTORS, OR OTHERS FOR WHOM CONSULTANT IS LEGALLY
RESPONSIBLE.
NOTWITHSTANDING THE FOREGOING, CONSULTANT AGREES, TO THE
FULLEST EXTENT PERMITTED BY LAW, TO INDEMNIFY AND HOLD HARMLESS
CITY AND ITS OFFICERS,AGENTS AND EMPLOYEES AGAINST COSTS, DAMAGES,
OR LOSSES, INCLUDING REASONABLE ATTORNEYS' FEES AND EXPENSES,
RESULTING FROM CLAIMS BY THIRD PARTIES FOR PERSONAL INJURIES
(INCLUDING DEATH) OR PROPERTY DAMAGE TO THE EXTENT CAUSED BY THE
NEGLIGENT ACTS OR OMISSIONS OF CONSULTANT, ITS OFFICERS, AGENTS,
EMPLOYEES, OR SUBCONTRACTORS IN THE PERFORMANCE OF PROFESSIONAL
DESIGN AND ENGINEERING SERVICES UNDER THIS AGREEMENT. CONSULTANT
SHALL NOT BE OBLIGATED TO DEFEND OR INDEMNIFY CITY AND ITS OFFICERS,
AGENTS AND EMPLOYEES FOR THEIR RESPECTIVE NEGLIGENCE OR WILLFUL
MISCONDUCT.
9. ASSIGNMENT AND SUBCONTRACTING.
Consultant shall not assign or subcontract any of its duties, obligations or rights under this
Agreement without the prior written consent of the City. If the City grants consent to an assignment,
the assignee shall execute a written agreement with the City and the Consultant under which the
assignee agrees to be bound by the duties and obligations of Consultant under this Agreement, and
Consultant shall have no further liability or obligations under the assigned portion of the Agreement.
If the City grants consent to a subcontract,the Consultant shall require such subcontractor to execute
a written agreement with the Consultant referencing this Agreement and requiring subcontractor to
be bound by duties and obligations substantially similar to those of the Consultant under this
Agreement as such duties and obligations may apply to the subcontractor's scope of services. The
Consultant shall provide the City with a fully executed copy of any such subcontract upon request,
with any financial and proprietary information redacted.
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10. INSURANCE.
Consultant shall provide the City with certificate(s)of insurance documenting policies of the
following coverage limits that are to be in effect prior to commencement of any services pursuant to
this Agreement:
10.1 Coverage and Limits
(a) Commercial General Liability
$1,000,000 Each Occurrence
$2,000,000 Aggregate
(b) Automobile Liability
$1,000,000 Each accident on a combined single limit basis or
$250,000 Bodily injury per person
$500,000 Bodily injury per occurrence
$100,000 Property damage
Coverage shall be on any vehicle used by the Consultant,its employees,agents,
representatives in the course of the providing services under this Agreement.
"Any vehicle" shall be any vehicle owned,hired and non-owned.
(c) Worker's Compensation
Statutory limits
Employer's liability
$100,000 Each accidentloccurrence
$100,000 Disease-per each employee
$500,000 Disease-policy limit
This coverage may be written as follows:
Workers' Compensation and Employers' Liability coverage with limits consistent
with statutory benefits outlined in the Texas workers' Compensation Act(Art. 8308—
1.01 et seq.,Tex.Rev. Civ. Stat.)and policy limits for Employers'Liability of$100,000
each accident/occurrence, $500,000 bodily injury disease policy limit and $100,000
per disease per employee.
(d) Professional Liability (Errors&Omissions)
$1,000,000 Each Claim Limit
$1,000,000 Aggregate Limit
Professional Liability coverage may be provided through an endorsement to
the Commercial General Liability (CGL) policy, or a separate policy specific
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to Professional E&O. Either is acceptable if coverage meets all other
requirements. Coverage shall be claims-made,and maintained for the duration
of the contractual agreement and for two (2) years following completion of
services provided. An annual certificate of insurance shall be submitted to the
City to evidence coverage.
10.2 Certificates.
Certificates of Insurance evidencing that the Consultant has obtained all
required insurance shall be delivered to the City prior to Consultant proceeding with
any services pursuant to this Agreement. All policies except Workers' Compensation
and Professional Liability shall be endorsed to name the City as an additional insured
thereon, as its interests may appear. All policies except Professional Liability and
Employer's Liability shall contain a Waiver of Subrogation for the benefit of the City
of Fort Worth. The term City shall include its employees, officers, officials, agent, and
volunteers in respect to the contracted services. Any failure on the part of the City to
request required insurance documentation shall not constitute a waiver of the insurance
requirement. A minimum of thirty (30)days' notice of cancellation of coverage shall
be provided to the City. Ten(10)days' notice shall be acceptable in the event of non-
payment of premium. Such terms shall be endorsed onto Consultant's insurance
policies. Notice shall be sent to the Risk Manager, City of Fort Worth, 1000
Throckmorton,Fort Worth,Texas 76102,with copies to the City Attorney at the same
address.
11. COMPLIANCE WITH LAWS,ORDINANCES,RULES AND REGULATIONS.
Consultant agrees to comply with all applicable federal,state and local laws,ordinances,rules
and regulations. If the City notifies Consultant of any violation of such laws, ordinances, rules or
regulations, Consultant shall promptly desist from and correct the violation.
12. NON-DISCREM11NATION COVENANT.
Consultant, for itself, its personal representatives, assigns, subcontractors and successors in
interest, as part of the consideration herein,agrees that in the performance of Consultant's duties and
obligations hereunder, it shall not discriminate in the treatment or employment of any individual or
group of individuals on any basis prohibited by law.
13. NOTICES.
Notices required pursuant to the provisions of this Agreement shall be conclusively
determined to have been delivered when(1)hand-delivered to the other party, its agents, employees,
servants or representatives, (2) delivered by facsimile with electronic confirmation of the
transmission, or (3) received by the other party by United States Mail, registered, return receipt
requested, addressed as follows:
To The CITY: To CONSULTANT:
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v �
City of Fort Worth Influence Opinions
Attn: Jay Chapa Att: Elyse Yates
1000 Throckmorton Street 9600 Escarpment Blvd
Fort Worth TX 76102-6311 Suite 745-223
Facsimile: (817)392-8654 Austin, TX 78749
Fascimile: (512)236-0843
14. GOVERNAWNTAL POWERS.
It is understood and agreed that by execution of this Agreement, the City does not waive or
surrender any of its governmental powers.
15. NO WAIVER.
The failure of the City or Consultant to insist upon the performance of any term or provision
of this Agreement or to exercise any right granted herein shall not constitute a waiver of the City's or
Consultant's respective right to insist upon appropriate performance or to assert any such right on any
future occasion.
16. GOVERNING LAW/VENUE.
This Agreement shall be construed in accordance with the internal laws of the State of Texas.
If any action, whether real or asserted, at law or in equity, is brought on the basis of this Agreement,
venue for such action shall lie in state courts located in Tarrant County, Texas or the United States
District Court for the Northern District of Texas,Fort Worth Division.
17. SEVERABILITY.
If any provision of this Agreement is held to be invalid, illegal or unenforceable,the validity,
legality and enforceability of the remaining provisions shall not in any way be affected or impaired.
18. FORCE MAJEURE.
The City and Consultant shall exercise their best efforts to meet their respective duties and
obligations as set forth in this Agreement, but shall not be held liable for any delay or omission in
performance due to force majeure or other causes beyond their reasonable control (force majeure),
including, but not limited to, compliance with any government Iaw, ordinance or regulation, acts of
God, acts of the public enemy, fires, strikes, lockouts, natural disasters,wars, riots, material or labor
restrictions by any governmental authority,transportation problems and/or any other similar causes.
19. HEADINGS NOT CONTROLLING.
Headings and titles used in this Agreement are for reference purposes only and shall not be
deemed a part of this Agreement.
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20. REVIEW OF COUNSEL.
The parties acknowledge that each party and its counsel have reviewed and revised this
Agreement and that the normal rules of construction to the effect that any ambiguities are to be
resolved against the drafting party shall not be employed in the interpretation of this Agreement or
exhibits hereto.
21. AMENDMENTS/MODIFICATIONS/EXTENSIONS.
No extension, modification or amendment of this Agreement shall be binding upon a party
hereto unless such extension, modification, or amendment is set forth in a written instrument,which
is executed by an authorized representative and delivered on behalf of such party.
22. ENTIRETY OF AGREEMENT.
This Agreement contains all of the covenants,statements,representations and promises agreed
to by the parties. To the extent of any conflict,this Agreement supersedes the terms, conditions, and
representations set forth in the City's Request for Proposals, Consultant's Proposal and revised cost.
No agent of either party has authority to make, and the parties shall not be bound by, nor liable for,
any covenant, statement, representation or promise not set forth herein. The parties may amend this
Agreement only by a written amendment executed by both parties.
23. SIGNATURE AUTHORITY.
The person signing this agreement hereby warrants that he/she has the legal authority to
execute this agreement on behalf of the respective party, and that such binding authority has been
granted by proper order, resolution, ordinance or other authorization of the entity. The other party is
fully entitled to rely on this warranty and representation in entering into this Agreement.
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Sipature Page
Influence Options
IN WIT SS::'HEREOF, the parties hereto have executed this Agreement in multiples this
'r"Oa`y of 2017.
CITY OF FORT WORTH YATES CONSULTING,INC. DBA
INFLUENCE OPINIONS
r
� — - Jesus ir Chapa Elyse Yates
Assistant City Manager CEO and Founder
Recommended By: Witness:
n ,/az
y:
Acting Water Department Director
Contract Compliance Manager State of Texas
By signing I acknowledge that I am the person County of Travis
responsible for the monitoring and administration of its Instrument waV ack wledged
this contract,including ensuring all performance and afore me on /o ��
reporting requirements. Y
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Name of Employee r�aRy L.• uq �'i(,�ZZ�. tt ,�,,Q
�1a.'EicV1S°Nc4m In ic�OHS 604fx ice- //""�""�¢ AMANDA L PICKLESIMER
Title , NotaryID#129329733
My Commission Expires
March 23,2021
Approved as to Foriii and Legal:LN-
Christa R. Lo z-Reynolds
Sr.Assistant City Attorney
Attested By: F0 R T NO M&C REQUIRED
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Mary ayse
City Secre
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EXHIBIT A
Scope of Services
Research and Planning
Research
The next 12 months will be crucial for the City of Fort Worth Water Department. There will be
planned initiatives, such as MyH2O, as well as unanticipated challenges and needs. As 10
begins its engagement with the Water Department, the initial research and planning phase is
important for gaining a full understanding the Department.This phase will provide clarity for the
Department on next steps and direction for 10 to support upcoming projects.
Discovery Session (2.5 hours):Through our Discovery Session Workshop, 10 will meet with
all Water Department communications decision makers to gain a deep understanding of the
Department, its goals, and communications opportunities. Together, we will:
•walk through key issues and current positioning, including history and terminology;
• identify your audiences, stakeholders (internal and external), decision makers, and
allies;
• outline the goals that will be supported by communications;
• clarify key positive and negative messaging; and
• define potential wins, including dates, milestones, and objectives that will measure
progress.
10 will then summarize the notes from the Discovery Session into a digestible working draft
outline that captures the workshop discussion. Before moving into the research stage, the
Water Department will review and provide feedback to ensure we recorded the most important
information. The review also allows the Department staff to elaborate or provide additional
details. This outline will serve as part of the basis for our communications plan and message
development.
Deliverables: Discovery Assessment(Summary of Discovery Findings), includes travel
time for two 10 staff for Discovery Session.
Digital Advance:Following the Discovery Session, 10 will conduct our proprietary Digital
Advance -- research to provide a deep dive exploration into the virtual world to assess the
landscape, words, and tenor used to describe the Water Department and relevant issues.
An online issues-based audit helps determine the Water Department's strengths, weaknesses
and inconsistencies, and new opportunities. This will allow the department to gauge how the
brand and mission are perceived online, and help to improve its positioning to raise
awareness about initiatives. Our research will:
Provide historical media analysis of existing social and traditional media coverage
• Uncover sentiment around the Department and its initiatives
• Illustrate how stories on the issue have played out online/in the media
• Identify what messages and keywords are used to frame discussion around the
Department and its initiatives
• Identify allies, stakeholders, and online influencers
• Identify the Water Department's communications visibility
• Identify how the Water Department and its initiatives are being positioned in the media
and who is being quoted
• Uncover opportunities to further enhance the Department's own channels (website,
social media pages, microsites, etc.)
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• Identify similar organizations/projects on municipal, state and national level, and any
communication's best practices/benchmarks.
Desk Research:The Water Department has already developed previous research and
strategic planning that should be incorporated into any new planning. This stage will also
include desk research to integrate any related materials provided by the Department, such as
existing public polling, recent presentations to key stakeholders, case studies and best
practices, and any prior communications and community engagement plans or documents.
In-Depth Interviews (up to 10):To help gain a comprehensive perspective of the Water
Department, 10 recommends a series of in-depth interviews (IDIs) with key decision makers
outside of the communications staff and discovery workshop group. These ID Is allow us to
have a candid conversation with important stakeholders who interact with the department and
bring a different perspective. 10 will work directly with the Water Department to identify
potential interviewees and questions. Possible interviewees may include key decision makers
with other City of Fort Worth departments, other Water Department staff outside the
communications team, or rate payers.
Upon completion of the research, 10 will come back with the findings, strategies and
recommendations, potential pitfalls and opportunities for success, and how to take advantage
of the insights. 10 will hold a session to walk the Water Department staff through the research
findings.
Deliverables: Research Report and 2-Hour Staff Meeting
Strategy and Planning
During this stage, 10 will use the insights gleaned through the Discovery Assessment and
Research Report to create a strategy designed to inform the Fort Worth community, rate
payers, key influencers, and internal department staff about initiatives, where to learn more,
and how to provide feedback. The result is the development of a Communications and
Stakeholder Engagement Plan.
Deliverables:Communications and Stakeholder Engagement Plan
Materials Development
Upon completion of the research and planning phase, 10 will launch a multi-step material
development process, which includes concept development and production of a video and
other materials to be determined during the planning phase. Throughout the process, the
Water Department will provide feedback and approvals to ensure the materials development is
on track with expectations.
Step 1:Planning— 10 will take the information from the research phase as a baseline for
planning the materials development. This step concludes with a client phone conference where
10 will review initial messaging, creative brief, and production timeline. The Water Department
will have the opportunity to provide feedback prior to final approval. If needed, 10 will gain
additional understanding of existing client resources and collect creative assets needed to
produce materials.
Deliverables: Creative Brief, Initial Messaging, and Production Timeline
Step 2:Concept Development— Upon approval of the creative brief, 10 will begin concept
development for a video and other materials. This includes:
Scripting
Storyboarding
Voiceover identification
Music identification
10 will present concepts to the Water Department, as well as videos and materials that serve
as example potential aesthetic styles for final materials. The Department will provide feedback
on artistic direction. This step ends with final approval of the script.
Deliverables:Script, Storyboards, and Music and Voiceover Identification
Step 3:Production— Using the approved script as a guide, 10 will begin production on the
video and other materials. Because edits to video voiceover performances are cost and time
prohibitive, the Water Department communications team is encouraged to attend the voiceover
recording to ensure it meets expectations. The Department will have an opportunity to review
materials for final edits. This step concludes with the delivery of video and all other creative
materials.
Deliverables: Video and all final creative materials
Key influencer and Community Outreach Paid Social Media Advertising Campaigns
Paid social media advertising is an efficient and cost-effective way to reach target audiences.
To ensure ratepayers, stakeholders, and the community are informed about new Water
Department
initiatives, changes, and opportunities to provide feedback, we recommend a strategy that
includes targeted social media campaigns designed to best reach audiences where they spend
much of their time—on their tablets, cell phones, and other digital devices.
As part of this scope, 10 will create and develop social media advertising campaigns. Each
campaign flight will include Facebook and Twitter and last up to two months. Campaigns will
use messaging approved by the Water Department. Timeline, ad buys, and criteria for
audience targeting will be determined during the initial planning for each campaign. Influence
Opinions will provide updates and bi-weekly reporting to Water Department staff throughout
each advertising campaign.
Paid Social Media Advertising Campaigns Include*:
Planning and Coordination
o Strategy and Project Management
Social Media Campaign Management
o Facebook and Twitter
o Twitter Influencer List Development
o Ad Development
o Targeting
o Placement
o Management
Reporting
*Recommended paid social media advertising spend is included in the budget as part of the
`materials development' section.
Corrcrr unications Staff Support
In addition to the services outlined above, as part of this scope of work, 10 will provide
additional communications support to the Water Department staff. Specific assignments
support will be determined by the communications team as needs arise and during the
planning phase. 10 is available to assist with any of the following items, within the approved
budget:
Potential Communications Assignments:
Website Copy Updates
Educational Materials (incl. copy)
Presentation Development
E-newsletter support
Survey Development (Survey Monkey)
Organic Social Media Content Development
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EXHIBIT B
Schedule of Payment
Project will be billed as follows:
Billed Upon signing of SOW: $ 17,000 Due upon receipt
Billed Upon delivery of research: $ 15,000
Materials/Comms Support: $ 68,000 Client will approve project estimates as
needed and work will be billed 50% at the start of
the project, 50% on completion.
Travel expenses: At completion of each trip;staff time and approved
expenses are billed
*Outside expenses billed through IO will be billed at actual plus industry-standard of 15% after
authorized by client. Approved travel expenses will be billed at actual cost.