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HomeMy WebLinkAboutAGMT - Tripepi Smith (Communications Support)TRI PEPI SMITH marketing • technology • public affairs COMMUNICATIONS SUPPORT Proposal submitted to: City of Seal Beach • Submission: August 2, 2023 Ryder Todd Smith, Co-founder & President Jennifer Vaughn, Director Valid for 90 -days. City of SealBeach / Communications Support COVER LETTER Thank you for the opportunity to present Tripepi Smith's offerings in response to the City of Seal Beach's interest in communication support. This proposal offers the full array of Tripepi Smith services to aid the City on a number of fronts. Tripepi Smith is a team of over 50 communications experts—robust enough to offer experienced and effective professionals for the job, yet small enough to be nimble and responsive. We offer a spectrum of skills that allows us to match the appropriate resource to the task at hand, letting us execute faster and reduce engagement costs. These resources vary by both years of experience and core hard skills (graphic design versus videography versus writing versus social media, for example). The result: we have an ability to tell a complete story across mediums, all within our one team. As a result, the City will only need one communications partner. Tripepi Smith is a force multiplier for the communication operations in cities across California. From City of Napa to Carlsbad and out to Indian Wells, Tripepi Smith is actively working with over 100 city governments and public agencies. We gain insights from the breadth of our work and share that knowledge with our city clients. No other communications firm has the city client depth and diversity that Tripepi Smith offers. We leverage this experience to the benefit of each client, applying experiences and lessons learned from other client work. We look forward to the opportunity to help support the City of Seal Beach's outreach efforts and build its team for the benefit of its residents, businesses, partners and visitors. I affirm that I have the authority to bind Tripepi Smith for this proposal. Regards, Ryder Todd Smith Co -Founder & President Tripepi Smith - Tripepi Smith Testimonial i Being transparent about water quality with ; our residents and addressing their questions is important to the City, of Lomita. Tripepi. ! Smith brought technical skills and an understanding of water policy in California to f the table that enabled the City to complete the website in less than four weeks. i ' Tripepi Smith offered a quick single- i stop solution to the City's needs, and they were a great partner to us. Ryan Smoot City Manager, ,Lomita 2 9 TripepiSmith.com i Contents CoverLetter.................................................................. An Overview of Tripepi Smith ....................................... Potential Scope of Services .......................................... CostProposal................................................................ References.................................................................... Declarations.................................................................. City of Seal Beach f Communications Support .................................................................... 2 .................................................................... 4 .... ............................................................. 8 .................................................................. 12 .................................................................. 16 .................................................................. 18 3 I? TripepiSmith.com /I f City of Seal Beach f Communications Support .................................................................... 2 .................................................................... 4 .... ............................................................. 8 .................................................................. 12 .................................................................. 16 .................................................................. 18 3 I? TripepiSmith.com City of Seal Beach / Communications. Support Single Source Communications AN OVERVIEW OF TRIPEPI SMITH Most important: we understand local government. Tripepi Smith combines creative thinking with a deep awareness of how communications drive positive impact on communities. As a firm, we are committed to #ABL—"always be learning." This means that we never stop adding ways we support the local government sector and sharing that knowledge amongst our team. Since our founding in 2000, we have expanded what we do, becoming a single source for various communication needs. Tripepi Smith fosters an atmosphere of cross-pollination in which civic insight, creative thinking and practical expertise all combine to make us who we are. Service Areas D���fNl('gT�oy SEB DES/C2 O�\NTE[C HIC Dom./may y�02 MEgSGP� oJ0 W EBM_ J, ,`��oGR4Pyy O"STRICryn,C Q�otoGRgPyt To learn more about all our services, visit www.TripepiSmith.com/Services Who We Are The Co -Founders: Nicole Smith & Ryder Todd Smith CFO Nicole Tripepi Smith is a second -generation civic -affairs professional (her father was a city manager for 28 years). President Ryder Todd Smith brings over two decades of public agency marketing and communications experience to the table. The Team Tripepi Smith's growing team of communications experts offers the right professionals for any job—and ensures we are nimble, responsive and cost effective. Experienced principals, directors and analysts drive strategy and mold messaging. Public affairs experts and policy wonks manage communication solutions for a large list of clients. Creative professionals fashion compelling branding, websites, print and digital design, social media, photography and video. THE RESULT: We have an ability to tell' a complete story across mediums all within our one team. t Where We Are - The firm operates in a virtual office environment, serving clients across the West Coast and beyond. Being virtual allows us to engage the right talent at the right time, and it enables us I TripepiSmith.com City of Seal Beach / Communications Support to operate more efficiently to save money for clients. That said, the Tripepi Smith's roots are in Southern California, with representatives in the Central Coast, San Francisco Bay Area, Texas, Arizona and New Mexico. How We Work Our team works collaboratively with each other and with clients, with a culture that supports creative inspiration and getting things done. Two of our maxims go a long way towards describing how it is that we provide single -source communications: #ABL: Always Be Learning Be An Order Maker, Not An Order Taker On the practical side, Tripepi Smith begins all engagements with a kickoff meeting introduce personnel and define roles, set goals and timelines, initiate ongoing check -ins and job tracking, and begin the conversation. Check -ins are scheduled, either periodically or based on project milestones, and we use several tools to assist: • Google Docs Workspace: real-time collaborative documents in which Tripepi Smith and clients collaborate (e.g. Shared Project Agenda, Shared Content Workspaces) • Dropbox File Management: full cross -team file access, client file review and/or transfer • Virtual Meetings: Zoom, Google Meet or Dialpad • Social Media Management: Hootsuite and Sprout Social • Social Media Monitoring: Meltwater • Project Management, Notifications, Time Entry: Kantata FA Tripepi Smith Testimonial Tripepi Smith is a strong partner for the City of Tracy. i Their understanding of local government and design continues to bring tremendous value to our t comprehensive communication and i i marketing efforts. i Jenny Haruyama City Manager, F City of Tracy i X 5 V TripepiSmith.com City of Seal Beach / Communications Support Some of Our Clients Tripepi Smith has been selected to work with approximately 200 local government agencies to help with their communications. We can provide you with contacts at any of these clients if desired and are confident you will find them to be quite happy with our services. Public agency clients we are actively supporting are bolded. California City Management Foundation City of Aliso Viejo City of American Canyon City of Azusa City of Bellflower City of Burlingame City of Claremont City of Coronado (City of) Culver City City of Cupertino (City of) Daly City City of Danville City of Duarte City of EI Cerrito City of Fountain Valley City of Foster City City of Fullerton City of Gilroy City of Grover Beach City of Hawaiian Gardens City of Huntington Beach City of Indian Wells City of Industry City of Irvine City of La Canada Flintridge City of La Palma City of La Puente City of La Verne City of Lake Forest City of Laguna Hills City of Laguna Niguel City of Lancaster City of Livermore City of Lomita City of Lynwood City of Manhattan Beach City of Manteca City of Martinez City of Millbrae City of Morgan Hill City of Murrieta City of Napa City of Norwalk City of Orange City of Orinda City of Palm Desert City of Palmdale City of Paramount City of Pismo Beach City of Placentia City of Pomona City of Rancho Palos Verdes City of Rancho Mirage City of Riverbank City of Rolling Hills Estates City of Santa Ana City of Santa Clarita City of Santa Cruz City of Santa Paula City of Saratoga City of Stanton City of South Gate City of Tracy City of Vallejo City of Vista City of Walnut (City of) Yuba City Town of Windsor County of Merced County of Fresno County of Sonoma County of Santa Barbara County of Kings California Contract Cities Association CalChoice Energy CCA California Joint Powers Insurance Authority Citrus Heights Water District Claremont McKenna College Costa Mesa Sanitary District EI Toro Water District Independent Cities Association Independent Cities Finance Authority Inland Empire Utilities Agency Institute for Local Government League of California Cities Municipal Management Association of Northern California Municipal Management Association of Southern California Orange County City Manager Association Orange County Sanitation District Palmdale Water District Rowland Water District San Gabriel Valley City Managers' Association South Orange County Wastewater Authority M 9 TripepiSmith.com City of Seal Beach / Communications Support Team Tripepi Smith — Org Chart Ryder Todd Smith Nicole Smith Co-founder & President Co-founder & CFO: Skyler Addison Katherine Griffiths, APR Jennifer Nentwig, APR Jon Barilone CREATIVE SERVICES Principal, Editorial Lead Principal Principal Kevin Bostwick Cameron Grimm Jenn'rferVaughn Amy Conrad Creative Director Director Director Director Kjerstin Wingert Melanie James Saara Lampwalla Karen Villasenor Sr. Designer, Photography Sr. Analyst, Web, Design, Video Sr. Business Analyst Sr. Business Analyst Sara Madsen Nolan Voge Kaitlyn Wu Sydni Overly Sr. Analyst, Web, Design Bus. Analyst, Video, Photo Sr. Business Analyst Sr. Business Analyst Josh Hernandez Jenni Wechsler Allison Torres Kaetlyn Hernandez Jr. Analyst, Video Jr. Analyst, Design Business Analyst Business Analyst Sophie Doane John Balliet Kevork Kurdoghlian Cailyn Thompson Jr. Analyst, Design Jr. Analyst, Video Business Analyst Business Analyst Ethan De La Pena Audrin Baghaie Charlie Mounts Kalee Cummings Jr. Analyst, Video Jr. Analyst, Video Business Analyst Business Analyst Tristan Thompson Daniel Ceruti Kylie Sun Melanie Moore Jr. Analyst, Video Jr. Analyst, Video Business Analyst Business Analyst Skyler Addison Peter Johnson Kayla Cao Amy Gallagher Business Analyst Business Analyst Jr. Business Analyst Jr. Business Analyst Morgan Mock Alyson Nichols Amanda Avery Kendall Lowery Jr. Business Analyst Jr. Business Analyst Jr. Business Analyst Jr. Business Analyst Sophia Silane Noelle Feaster Madeline Pettit Mackenna Morrice Jr. Business Analyst Jr. Business Analyst Jr. Business Analyst Jr. Business Analyst Ma)dmilian Weirauch Abigail Wolf Cole Williams Devin Antonio Jr. Web Developer Jr. Business Analyst Jr. Business Analyst Jr. Business Analyst Mia Valenzuela Olivia Rizzuto Jacob Lyle Madison Gama Jr. Business Analyst Jr. Business Analyst Jr. Business Analyst Jr. Business Analyst ^ Sarah Klem Jr. Business Analyst 7 I? TripepiSmith.com City of Seal Beach / Communications Support POTENTIAL SCOPE OF SERVICES As Tripepi Smith is proposing an array of services to give the City choice, this proposal outlines "everything" that we do. First, we outline our options for a kickoff assessment type project. Then we shift to an array of ongoing options for support. Finally, we identify discrete add-ons or options for one off projects. Finally, we conclude with an array of pricing options. Communications Assessments Tripepi Smith's Communications Assessment Suite offers three approaches for organizations seeking to understand their existing outreach processes and tools before charting a new path forward. The research that goes into each of these reports and the depth of the interview process varies. This chart provides a comparison of the three options. d oll-iCt ROM MY • n , .. ['�J=Aers ng •nn.nn nYK��ri1�n� Estimated Cost $56,340 $22,220.00 $10,720.00 TS Resources Principal/Director, Director/SBA, BA, BA, JBA(s) SBA, BA, JBA(s) JBA(s) Max. # of interviews with Staff 12 8 1 Max. # of interviews with Council Members 5 0 0 Max. # of interviews with Key Stakeholders 5 0 0 Department Communications Documentation Org. Communications Process Summary Website Platform Review Social Media Platforms Review Key Observations Presentation to Senior Staff Brand and Identity Evaluation Presentation to Board/Council Members Executive Summary Report Version Max. # of Drafts 2 (First Draft, Final) 2 (First Draft, Final) 2 (First Draft, Final) Approximate Report Length 60 Pages 30 Pages 15 Pages Approximate Project Timeline 6 Months 3-4 Months 2 Months 111 TripepiSmith.com City of Seal Beach 7 Communications Support Ongoing Support Bi -Weekly Check-in Calls & Content Planning To coordinate our efforts with City Staff and sustain momentum on projects, Tripepi Smith will schedule a recurring, one-hour bi-weekly phone call that will include a designated lead for our engagement. These weekly calls will help drive content planning for various communications channels, including website articles, press releases and social media posts and stories. Call content will focus on story plans, new issues or concerns that need to be communicated, identification of major themes or ideas to address in the coming weeks, review of recent media mentions and social media comments and sharing of communication opportunities uncovered. This will be a working call during which Tripepi Smith will manage an agenda and provide notes for each call. After each call, the client will receive an action summary email about decisions made on the phone call and related action steps. We will produce work, such as press releases and article drafts, in a shared workspace where the City can see our progress in real-time and provide instant feedback as needed. These tools allow for enhanced collaboration and expedite the production process. Social Media Management Social Media Channel Launch: Tripepi Smith can ensure the City of Seal Beach launches social media pages on Facebook, Instagram and Twitter with capability for digital ads. Content Creation: Social media content creation involves: planning, fact -checking, sourcing graphics, grammar checking and scheduling the post. Tripepi Smith will create up to three (3) posts per week over the course of a month (or generally 12 a month) and distribute them on up to five (5) platforms (e.g. Facebook, Instagram, Twitter, Linkedln, Nextdoor). Monitoring: Tripepi Smith will monitor inboxes for questions and comments. When appropriate, responses will be drafted, which will occasionally require fact -checking and seeking out guidance from the City. Additional: Our work also includes optimizing social media accounts to boost performance and keeping up to date on the latest social media platform updates and options. Boosted posts and targeted ads are also helpful in disseminating information to community members, and Tripepi Smith is fully capable of running and tracking these paid campaigns (fees to be agreed upon and paid by the City). News Articles & Press. Releases t Tripepi Smith can draft news articles, press releases and/or official statements, which are typically up to five hundred (500) words in length. The City would direct the allocation of stories with Tripepi Smith's suggestions, making internal subject matter experts available to aid the development of the stories when needed. Additionally, this assumes the City would provide a media and external agencies notification list for use by Tripepi Smith where a press release scenario is desired. The City would also facilitate timely approval of quotes in the release when connected with ,City Staff. IN TripepiSmith.com � 3_ City of Seal Beach / Communications Support Additionally, since the City already has an electronic newsletter, Tripepi Smith can build out a template so that this eNews can be generated in constant contact and easily distributed to the city's email list with an option to add subscribers and build your following. Monthly Dashboard Metrics Report Each month, Tripepi Smith will provide a summary report in a shared link format of the basic metrics (reach, posts, engagement, etc.) related to City -controlled social media platforms and other key metrics if available, such as website visits and e -newsletter platform metrics. This will help us evaluate the success of our efforts as well as serve as an ongoing feedback mechanism for gathering valuable insights that can help inform ongoing communication strategy. Quarterly Communications Calendar Planning Sessions The main goal during these two-hour meetings is that each department identifies key communication opportunities and wins to celebrate in the next 6-12 months. We document all this into a shared spreadsheet/editorial calendar that can then serve as a roadmap for the organization to track communications opportunities—or to hand off to the communications team to execute. The exercise breaks down barriers between departments and often helps senior staff recognize communications opportunities they were simply unaware of before. The process also includes Tripepi Smith preparing and giving a presentation that covers notable communications wins to review what has worked well. We conduct these meetings on a quarterly basis to refresh our 12 -month calendar and stay apprised of the upcoming communication priorities. Additionally, Tripepi Smith will curate a content calendar with staff that can be shared with media contacts. Add -On Work Quarterly Photoshoot Assumes a six -hour event, with one-hour pre -planning, travel time, post -shoot photo editing, delivery to client photo portal. This includes all equipment fees — except drone work — and uses a Senior Graphic Artist / Photographer to complete the work. Video Production Assuming that Tripepi Smith handles all work and the video involves scripting, use of teleprompter, full camera setup, a:single day of production shooting, b -roll shooting on same day, pre -planning, post -production video editing, music licensing, voice over, transcription and upload to appropriate channels. 10 I? TripepiSmith.com City of Seal Beach / Commurucations Support Graphics Tripepi Smith uses Canva extensively for basic social media graphics and therefore can use our Junior Business Analyst resources for that work. Where more extensive design is required, Tripepi Smith has an Art Director, Senior Graphic Artists and Graphic Artists. In our experience, these costs can vary widely based on iteration count, number of pages of content to layout or desired number of logo options or extent of a particular branding process. In all cases, we assume written content is being provided; this estimate is for design costs only. Other Sometimes we can not anticipate all the potential needs of an agency when making a proposal. In these cases, Tripepi Smith can either provide a fixed price quote for work, or an estimate using our time and materials rates noted below. �✓ TripepiSmith.com City of Sea( Beach / Communications Support COST PROPOSAL Monthly Retainer Deliverable Quantity/Notes Project Management _ T Leverages Director, Business Analyst (BA) and Junior Business Analysts (JBAs) Conduct bi-weekly client check-in calls, Max. of 60 minutes per calf provide check-in call recap outlining action items and deadlines, advise on media relations and strategy Social Media Management Leverages JBA with support from Business Analyst (BA) Create and publish social media post content. Up to 3 posts/week Monitor social media and respond to Social media graphic design included comments Metrics Reporting Leverages Junior Business Analyst with review support from Business Analyst Produce regular report on key performance 1report per month. metrics for external communication channels: ► social media, email, etc. Press Releases Leverages JBA with support from BA with media relations expertise Create and publish press releases. and/or 1 press release or news article per month website news articles. Relationship development with local media_ Quarterly Strategic Communications Planning Quarterly meeting with Dept. heads to plan next year of communication opportunities Leverages Director, Business Analyst and Junior Business Analysts 1 meeting every 3. months Max. of 2 hours per meeting 12 O TripepiSm.ith.com 2023-24 Rates Principal Director Art/Creative Director Senior Business Analyst Business Analyst Junior Business Analyst Senior Videographer/Animator Senior Photographer Videographer/Photographer Senior Graphic Designer Graphic Designer Junior Graphic Designer Web Developer Drone Operator Council Chamber AN Operator Agreements City of Seal Beach / Communications Support Fixed Price Agreements Clients may desire a well-defined project to be accomplished by Tripepi Smith. Examples can include a video or a website -project or well-defined budget summary document. In these cases, Tripepi Smith can provide a fixed price alternative to the client. Flexible Time &,Materials, Agreements Tripepi Smith can build flexibility into agreements based on time & materials. In cases where Tripepi Smith provides an estimate of time and resources required (based on the hourly rate 13 TripepiSmith.com City of Seal Beach / Communications Suppor schedule shown above), we can offer terms that offset some uncertainty. Additionally, depending on the nature of the engagement or project, Tripepi Smith can provide weekly or monthly budget reports that track cost vs. estimate. R.it i ng Time at Tripepi Smith is billed in 15 -minute increments – i.e. we invoice our time in the following examples: 1.25, .75, 4 or 6.5 hours. Payment terms are Net 30 Days. Retainer work is invoiced on the 15th of the month of service. T&M work is invoiced on the last day of the month in which the work was done. Fixed project work is invoiced per an agreed to payment schedule. Annual Increase Tripepi Smith will increase the hourly rates and retainer fees for all resources by five percent (59/6) or the national BLS Consumer Price Index — whichever is higher — each year on the anniversary of the contract, starting on the first anniversary of any contract when the contract duration is longer than one year. Otherwise, new rates will be negotiated with each new contract renewal period. Other Costs Because Tripepi Smith offers a broad set of services, we have some other related fees that may come up during our engagement that we want to tell you about. Equipment Fees Tripepi Smith offers some services that require equipment, such as drone operations and video production. As such, in those cases, the following rates apply: Half Day Full Day Video Equipment 3 $400 $600 Drone Equipment N/A $500 $600 for a full day of video equipment use (includes full set of video equipment). Full day is defined as a shoot lasting four (4) or more hours. $400; for a half day of video equipment use. Half day is defined as anything up to four hours of video production. All such expenses will be authorized by the organization prior to fee being assessed. $500/day drone fee applies'and is not inclusive of the drone operator time (Drone Operator rate). 14 I? TripepiSmith.com City of Seal Beach / Communications Support Print & Advertising Fees Client Pays Directly Client Reimburses TS Print costs, digital promotion, media placement No. Fees 1.0% Print Costs: Tripepi Smith is happy to use a printer of the client's choosing for print production work, or to recommend a printer with whom we have experience. Tripepi Smith typically has the printer bill the client directly for work. Tripepi Smith makes no money on print services and has no economic interest in the selected print vendor other than ensuring quality and fair pricing for our clients. If Tripepi Smith is asked to pay the bill for the client, we will apply a 10% agency fee to the reimbursement expense. Digital Advertising: Tripepi Smith is a Google Partner and Constant Contact Solution Provider and has Facebook Certified staff. We consider digital platforms to be a cornerstone element of any outreach strategy; often this comes with digital advertising fees. Tripepi Smith typically uses a client's credit card to cover such fees, and those fees are impossible to estimate at this time without our firm being engaged in the work with the team. If a Tripepi Smith credit card is used to run the advertising campaign, then we will charge an additional 10% agency fee on all advertising charges to compensate for the administrative overhead. Media Placement: Purchase fees for advertising media space is not included on Tripepi Smith advertising proposals. Usually, clients contract directly with media, but in the event Tripepi Smith covers these fees, then we will charge an additional 10% agency fee on all advertising charges to compensate for the administrative overhead. Tripepi Smith Partnership Discounts Tripepi Smith has financial interest in certain related entities. These partnerships allow Tripepi Smith to offer clients extra media reach or additional services at partner pricing. Partnerships include: PublicCEO — www.PublicCEO.com Digital news about public affairs, reaching over 10,000 California government executives. Civic Business Journal — www.CivicBusinessJournal.com Digital interest stories about the people in local government. FlashVote — www.FlashVote.com E Planning, implementing, measuring civic surveys. TS Talent Solutions — www.TSTalentSolutions.com Talent search services for local government and related agencies. F 15 9 TripepiSmith.com City of Seal Beach / Communications Support REFERENCES Description City of Indian Wells On -demand crisis communications, platforms review, Chris Freeland policy strategy expertise, graphic design, content City Manager production support, video production support event management and facilitation, photography services, 760.346.2489 media outreach, social media management, cfreeland@indianwells.com communications and leadership strategy, metric 44950 Eldorado Dr, Indian Wells, CA 92210 reporting, website content updates, copywriting services and quarterly communications calendar planning: Primary Assigned Personnel: .'� Cameron Grimm, Director :st Kaetlyn Hernandez, Business Analyst Period: 2018 to present City of Culver City Communications Assessment, strategy and action items, Shelly Wolfberg social media management, social media, and media Asst. to the City Manager monitoring, ongoing communications support, videography, monthly metrics reporting, photography, 310.253.6008 graphic design, bi-weekly client. calls and crisis shelly.wolfberg@culvercity.org communications. 9770 Culver Blvd, Culver City, CA 90232 Primary Assigned Personnel: Primary Assigned Personnel: ,sa Saara Lampwalla, Senior Business Analyst Period: 2014 to present W 9 TripepiSmithxom .�� Jon Barilone, Principal 0 Saara Lampwalla, Senior Business Analyst !4' Kaetlyn Hernandez, Business Analyst Period: 2017 to present City of Duarte Tripepi Smith conducted a full communications Brian Viallobos assessment for the City of Duarte in 2014. After ad hoc City Manager video, photo andemail outreach work over a few years, the City engaged Tripepi Smith in 2020 to refresh the 626.590.4633 2014 communications assessment, create a style guide, diordan@accessduarte.com consult in creating a new website and to redesign its 1600 Huntington Drive, Duarte, CA 91010 quarterly newsletter. Additionally, the City entered a retainer, agreement for social media services, writing news articles and' press releases, updating the website, delivering monthly metrics reports, conducting weekly project management calls as well as quarterly strategy calls with leadership and to produce the quarterly newsletter. Primary Assigned Personnel: ,sa Saara Lampwalla, Senior Business Analyst Period: 2014 to present W 9 TripepiSmithxom City of La Canada Flintridge Arabo Parseghian Assistant City Manager 818.790.8880 aparseghian@lcf.ca.gov One Civic Center Dr., La Canada Flintridge, CA 91011 City of Seal Beach / Communications Support Communications assessment, and on -demand communications support. Community newsletter generation, media relations management, videography and strategic message development. Primary Assigned Personnel: .�s Cameron Grimm, Director lei Kjerstin Wingert, Senior Graphic Artist Period: 2016 to present 17 I? TripepiSmithxom City of Seal Beach / Communications Support DECLARATIONS Authorization As co-founder and president of Tripepi Smith, Ryder Todd Smith is qualified to enter into agreements with the City of Seal Beach and to make the statements on behalf of the firm. This proposal is valid for ninety (90) days from date of submission. Insurance Insurance certificates will be provided prior to contract execution. Tripepi Smith routinely provides insurance certificates to prove we meet the contracting requirements of public agencies throughout California. We are willing and able to comply with the insurance requirements. Incorporation Founded in 2000 and incorporated in 2002 as a California S Corporation, Tripepi Smith is based in Orange County. FEIN: 73-1642614 California Business License: C2414674 Tripepi Smith states that: ♦ It can legally conduct business in the state and city in which work is proposed. It has not colluded in any fashion with other respondents which would restrict or eliminate competition. ♦ No employee or official of the proposed has a material or monetary interest in this contract. ♦ It is not aware of any other actual or potential conflict of interest related to this proposal and the projects being implemented. Conflict of Interest Disclosure and Ethics Tripepi Smith operates in a complex marketplace that is more political than most industries. As a result, conflicts of interest (real or perceived) can arise. The first and foremost obligation of Tripepi Smith is to outline all existing client relationships to prospects so as to let the prospect determine if a conflict exists. At this time, Tripepi Smith does not see any conflicts with our existing work and the proposed work. To read more about Tripepi. Smith's commitment to ethics: www.TripepiSmith.com/About-Us/#ethics l Tripepi Smith & Associates, Inc. PO Box 52152, Irvine; CA 92619 r Ryder@TripepiSmith.com (626) 536-2173 www.TripepiSmith.com i M 9 TripepiSmith.com Work Authorization The City of Seal Beach and Tripepi Smith agree to enter into the above noted retainer agreement under the economics and scope of work outlined above. All other service options remain available to the City and may be authorized in email by the City Manager. Tripepi Smith shall show proof of insurance to demonstrate appropriate coverages. The agreement not to exceed shall be the signing authority of the Seal Beach City Manager. By affixing signatures below, the parties agree to the terms outlined in this above proposal. Client Name of business: City of Seal Beach • i By: Datedv315- 1 C�-� v t Printed name: Title:o—i+�-/ Address: 2111 Eighth St. SeaB ch, CA 90740 Approved as to Form: By: Nicholas G. Ghirelli, City Attorney Contractor Name of business: Tripepi Smith & Associates, Inc. a California S -Corporation By: } 7J - Dated: 10/8/2023 Printed name: Ryder Todd Smith Title: President Address: P.O. Box 52152 Irvine, CA 92619 19 9 Tr.ipepiSmith.com TRIpCMI_n,i f_ArARr_IA '4`� �� CERTIFICATE OF LIABILITY INSURANCE FDA 9/29/2023 TE ) THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER License # OH18131 Momentous Insurance Brokerage, A Marsh & McLennan Agency LLC Company 5990 Sepulveda Blvd., #550 Van Nuys, CA 91411 CONTACT Carla Garcia NAME: PHONE No Ext): (818) 933-9872 FAX No): L AEDDRMAIE : caria.garcia@mmibi.com INSURERS AFFORDING COVERAGE NAIC It INSURER A: Sentinel Insurance Company 11000 INSURED INSURER B: Hartford Fire Insurance Company 19682 INSURER C : Tripepi Smith & Associates D : P.O. Box 52152INSURER Irvine, CA 92619 INSURER E: INSURER F: 72SBAAP9446 COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR R TYPE OF INSURANCE ADDL IND SUBR WVD POLICY NUMBER POLICY EFF MM/DD POLICY EXP MM/DD LIMITS A X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 2'000'000 CLAIMS-MADEFX OCCURX X 72SBAAP9446 6/20/2023 6/20/2024 DAMAGE TO RENTED 1,000,000 PREMIE Ea occurrence) $ MED EXP oneperson) $ 10'000 PERSONAL &ADV INJURY $ 2'000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 4'000'000 X POLICY � JECT LOC PRODUCTS - COMP/OP AGG $ 4'000'000 $ OTHER: A AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT 2,000,000 Ea accident $ BODILY INJURY Perperson) $ ANY AUTO X 72SBAAP9446 6/20/2023 6/20/2024 OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY Per accident $ PROPERTY DAMAGE Per accident $ X HIRED X NON -AWNED AUTOS ONLY AUTOS ONLY A X UMBRELLA LIABX OCCUR EACH OCCURRENCE $ 1'000'000 AGGREGATE $ 1'000'000 EXCESS LIAB CLAIMS -MADE 72SBAAP9446 6/20/2023 6/20/2024 DED I X I RETENTION $ 10,000 $ B WORKERS COMPENSATION AND'EMPLOYERS' LIABILITY Y ANY PROPRIETOR/PARTNER/EXECUTIVE ❑ OFFICER/MEMBER Mand R/MEM NH) EXCLUDED' N / A X 72WECGF7491 6/20/2023 6/20/2024 X PER OTH- TAT TE ER E.L. EACH ACCIDENT $ 1,000,000 E.L. DISEASE - EA EMPLOYEE $ 1'000'000 If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ 1,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS /VEHICLES (ACORD 101, Additional Remarks Schedule, maybe attached if more space is required) The City, its officials, officers, employees, agents, and volunteers are included as Additional Insured as respects to General Liability Insurance in regards to the operations of the named insured and as required by written contract, per form SS00080405 (pages 11-13 of 24) attached to the policy. The General Liability is Primary and Non -Contributory where required by written contract, per form SS00080406 (page 17 of 24). Waiver of Subrogation applies to the General Liability per form SS00080406 (age 17 of 24). Waiver of Subrogation applies to the Workers' Compensation, per form WC040306. CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE Ci of Seal Beach City THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. 211 Eight Street Seal Beach, CA 90740 AUTHORIZED REPRESENTATIVE ACORD 25 (2016103) ©1988-2015 ACORD CORPORATION. All rights The ACORD name and logo are registered marks of ACORD reserve