HomeMy WebLinkAboutTHE LEW EDWARDS GROUP - DOCUMENTS_PRR 2026-385 AGREEMENT FOR PROFESSIONAL SERVICES
This Agreement for Professional Services(the "Agreement")is made and entered into as
of the 29th day of January 2019, by and between the City of Lake Elsinore, a municipal
corporation ("City")and Lew Edwards Group("Consultant").
RECITALS
A.City desires to retain Consultant to perform communications services in the City and
Consultant desires to provide such professional services and related work as set forth in this
Agreement.
B. Consultant possesses the skill, experience, ability, background, certification and
knowledge to perform the services described in this Agreement on the terms and conditions
described herein.
AGREEMENT
1 Scope of Services.Consultant shall perform the services described on Exhibit A,which is
attached hereto and incorporated herein by reference. Consultant shall provide said services at
the time, place, and in the manner specified in Exhibit A, subject to the direction of the City
through its staff that it may provide from time to time.
2. Time of Performance.The services of Consultant are to commence upon execution
of this Agreement and shall continue[until completed in accordance with the schedule set forth
in the Scope of Work(Exhibit A)or for a period of one year. Professional services as described in
Exhibit A may be extended at the discretion of the City on an annual basis for a total of three (3)
years.
3. Compensation.Compensation to be paid to Consultant shall be in accordance with
the charges set forth in Exhibit A,which is attached hereto and incorporated herein by reference.
In no event shall Consultant's compensation exceed $30,000 without additional written
authorization from the City. Payment by City under this Agreement shall not be deemed a waiver
of defects,even if such defects were known to the City at the time of payment.
4. Method of Payment.Consultant shall submit monthly billings to City describing the
work performed during the preceding month. Consultant's bills shall include a brief description
of the services performed and a description of any reimbursable expenditures. City shall pay
Consultant no later than 30 days after approval of the monthly invoice by City staff. When
payments made by City equal 90%of the maximum fee provided for in this Agreement,no further
payments shall be made until the final work under this Agreement has been accepted by City.
5. Extra Work.At any time during the term of this Agreement, City may request that
Consultant perform Extra Work. As used herein, "Extra Work" means any work, which is
determined by City to be necessary for the proper completion of the Project, but which the
parties did not reasonably anticipate would be necessary at the execution of this Agreement.
Consultant shall not perform,nor be compensated for,Extra Work without written authorization j
from City. Extra work will be invoiced separately from services performed in accordance with the
Scope of Services.
6. Termination.This Agreement may be terminated bythe City immediately for cause
or by either party without cause upon thirty (30) days' written notice of termination. Upon
termination, Consultant shall be entitled to compensation for services performed up to the
effective date of termination.
7. Ownership of Documents. All plans, studies, documents and other writings
prepared by and for Consultant, its officers, employees and agents and subcontractors in the
course of implementing this Agreement, except working notepad internal documents, shall
become the property of the City upon payment to Consultant for such work, and the City shall
have the sole right to use such materials in its discretion without further compensation to
Consultant orto any other party.Consultant shall,at Consultant's expense,provide such reports,
plans, studies, documents and other writings to City upon written request. City acknowledges
that any use of such materials in a manner beyond the intended purpose as set forth herein shall
be at the sole risk of the City. City further agrees to defend, indemnify and hold harmless
Consultant, its officers, officials, agents, employees and volunteers from any claims, demands,
actions, losses, damages, injuries, and liability,direct or indirect (including any and all costs and
expenses in connection therein), arising out of the City's use of such materials in a manner
beyond the intended purpose as set forth herein.
a. Licensing of Intellectual Property. This Agreement creates a nonexclusive
and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights,
designs, and other intellectual property embodied in plans, specifications, studies, drawings,
estimates, and other documents or works of authorship fixed in any tangible medium of
expression, including but not limited to, physical drawings or data magnetically or otherwise
recorded on computer diskettes, which are prepared or caused to be prepared by Consultant
under this Agreement ("Documents & Data"). Consultant shall require that all subcontractors
agree in writing that City is granted a nonexclusive and perpetual license for any Documents&
Data the subcontractor prepares underthis Agreement.Consultant represents and warrants that
Consultant has the legal right to license any and all Documents&Data.Consultant makes no such
representation and warranty in regard to Documents & Data which were prepared by design
professionals otherthan Consultant or provided to Consultant bythe City.City shall not be limited
in any way in its use of the Documents&Data at anytime, provided that any such use not within
the purposes intended by this Agreement shall be at City's sole risk.
b. Confidentiality. All ideas, memoranda, specifications, plans, procedures,
drawings, descriptions, computer program data, input record data, written information, and
other Documents & Data either created by or provided to Consultant in connection with the
performance of this Agreement shall be held confidential by Consultant.Such materials shall not,
without the prior written consent of City,be used by Consultant for any purposes other than the
performance of the services under this Agreement. Nor shall such materials be disclosed to any
person or entity not connected with the performance of the services under this Agreement.
Nothing furnished to Consultant,which is otherwise known to Consultant or is generally known,
or has become known,to the related industry shall be deemed confidential. Consultant shall not
use City's name or insignia, photographs relating to project for which Consultant's services are
rendered, or any publicity pertaining to the Consultant services under this Agreement in any
magazine, trade paper, newspaper, television or radio production or other similar medium
without the prior written consent of City.
8. Consultant's Books and Records.
a. Consultant shall maintain any and all ledgers, books of account, invoices,
vouchers,canceled checks,and other records or documents evidencing or relating to charges for
services, or expenditures and disbursements charged to City for a minimum period of three (3)
years, or for any longer period required by law,from the date of final payment to Consultant to
this Agreement.
b. Consultant shall maintain all documents and records which demonstrate
performance under this Agreement for a minimum period of three (3) years, or for any longer
period required by law,from the date of termination or completion of this Agreement.
C. Any records or documents required to be maintained pursuant to this
Agreement shall be made available for inspection or audit, at any time during regular business
hours, upon written request by the City Manager, City Attorney, City Auditor or a designated
representative of these officers. Copies of such documents shall be provided to the City for
inspection at City Hall when it is practical to do so. Otherwise, unless an alternative is mutually
agreed upon,the records shall be available at Consultant's address indicated for receipt of notices
in this Agreement.
d. Where City has reason to believe that such records or documents may be
lost or discarded due to dissolution, disbandment or termination of Consultant's business, City
may, by written request by any of the above-named officers,require that custody of the records
be given to the City and that the records and documents be maintained in City Hall. Access to
such records and documents shall be granted to any party authorized by Consultant,Consultant's
representatives,or Consultant's successor-in-interest.
9. Independent Contractor. It is understood that Consultant, in the performance of
the work and services agreed to be performed, shall act as and be an independent contractor
and shall not act as an agent or employee of the City. Consultant shall obtain no rights to
retirement benefits or other benefits,which accrue,to City's employees,and Consultant hereby
expressly waives any claim it may have to any such rights.
10. Interests of Consultant. Consultant(including principals, associates and professional
employees) covenants and represents that it does not now have any investment or interest in
real property and shall not acquire any interest, direct or indirect, in the area covered by this
Agreement or any other source of income, interest in real property or investment which would
be affected in any manner or degree by the performance of Consultant's services hereunder.
Consultant further covenants and represents that in the performance of its duties hereunder no
person having any such interest shall perform any services under this Agreement. Consultant is
not a designated employee within the meaning of the Political Reform Act because Consultant:
a.will conduct research and arrive at conclusions with respect to his/her rendition of
information, advice, recommendation or counsel independent of the control and direction
of the City or of any City official,other than normal agreement monitoring;and
b.possesses no authority with respect to any City decision beyond rendition of information,
advice,recommendation or council. (FPPC Reg. 18700(a) (2).)
11. Professional Ability of Consultant. City has relied upon the professional
training and ability of Consultant to perform the services hereunder as a material
inducement to enter into this Agreement.Consultant shall therefore provide properly
skilled professional and technical personnel to perform all services under this
Agreement. All work performed by Consultant under this Agreement shall be in
accordance with applicable legal requirements and shall meet the standard of quality
ordinarily to be expected of competent professionals in Consultant's field of
expertise.
12. Compliance with Laws. Consultant shall use the standard of care in its
profession to comply with all applicable federal, state and local laws, codes,
ordinances and regulations.
13. Licenses. Consultant represents and warrants to City that it has the
licenses,permits,qualifications,insurance and approvals of whatsoever nature which
are legally required of Consultant to practice its profession. Consultant represents
and warrants to City that Consultant shall,at its sole cost and expense, keep in effect
or obtain at all times during the term of this Agreement, any licenses, permits,
insurance and approvals which are legally required of Consultant to practice its
profession.Consultant shall maintain a City of Lake Elsinore business license.
14. Indemnity. Consultant agrees to defend, indemnify and hold harmless the
City,its officers,officials,agents,employees and volunteers from and against any and
all claims,demands,actions, losses,damages, injuries,and liability, direct or indirect
(including any and all costs and expenses in connection therein),to the extent arising
out of the negligent performance of this Agreement or its failure to comply with any
of its obligations contained in this Agreement, except for any such claim arising out
of the sole negligence or willful misconduct of the City,its officers,agents,employees
or volunteers. Nothing in this Section 14 shall abrogate the provisions of Civil Code
Section 2782.8.
15. Insurance Requirements.
a. Insurance. Consultant, at Consultant's own cost and expense, shall procure and
maintain,for the duration of the contract,the following insurance policies.
i.Workers' Compensation Coverage. Consultant shall maintain Workers Compensation
Insurance and Employer's Liability Insurance for his/her employees in accordance with the laws
of the State of California. In addition, Consultant shall require each subcontractor to similarly
maintain Workers' Compensation Insurance and Employer's Liability Insurance in accordance
with the laws of the State of California for all of the subcontractor's employees. Any notice of
cancellation or non-renewal of all Workers! Compensation policies must be received by the City
at least thirty (30) days prior to such change. The insurer shall agree to waive all rights of
subrogation against City, its officers, agents, employees and volunteers for losses arising from
work performed by Consultant for City. In the event that Consultant is exempt from Worker's
Compensation Insurance and Employer's Liability Insurance for his/her employees in accordance
with the laws of the State of California, Consultant shall complete and submit to the City a
Certificate of Exemption from Workers Compensation Insurance in the form attached hereto as
Exhibit C.
ii. General Liability Coverage Consultant shall maintain commercial general liability
insurance in an amount not less than one million dollars ($1 per occurrence for bodily injury,
personal injury and property damage. If a commercial general liability insurance form or other
form with a general aggregate limit is used, either the general aggregate limit shall apply
separately to the work to be performed under this Agreement or the general aggregate limit
shall be at least twice the required occurrence limit.
iii. Automobile Liability Coverage. Consultant shall maintain automobile liability
insurance covering bodily injury and property damage for all activities of the Consultant arising
out of or in connection with the work to be performed under this Agreement,including coverage
for owned, hired and non-owned vehicles,in an amount of not less than one million dollars($1
combined single limit for each occurrence.
iv. Professional Liability Coverage. Consultant shall maintain professional errors and
omissions liability insurance for protection against claims alleging negligent acts, errors or
omissions which may arise from Consultant's operations under this Agreement, whether such
operations by the Consultant or by its employees, subcontractors, or sub consultants. The
amount of this insurance shall not be less than one million dollars ($1 on a claims-made annual
aggregate basis,or a combined single limit per occurrence basis.
b. Endorsements. Each general liability and automobile liability insurance policy shall
be with insurers possessing a Best's rating of no less than A:VII and shall be endorsed with the
following specific language:
i. The City, its elected or appointed officers, officials, employees, agents and
volunteers are to be covered as additional insured with respect to liability arising out of work
performed by or on behalf of the Consultant, including materials, parts or equipment furnished
in connection with such work or operations.
ii. This policy shall be considered primary insurance as respects the City, its elected
or appointed officers,officials, employees, agents and volunteers.Any insurance maintained by
the City, including any self-insured retention the City may have, shall be considered excess
insurance only and shall not contribute with it.
ili. This insurance shall act for each insured and additional insured as though a
separate policy had been written for each, except with respect to the limits of liability of the
insuring company.
iv. The insurer waives all rights of subrogation against the City, its elected or
appointed officers,officials,employees or agents.
v.Any failure to comply with reporting provisions of the policies shall not affect coverage
provided to the City, its elected or appointed officers,officials,employees,agents or volunteers.
vi. The insurance provided by this Policy shall not be suspended, voided, canceled, or
reduced in coverage or in limits except after thirty(30)days written notice has been received by
the City.
C. Deductibles and Self-insured Retentions. Any deductibles or self-insured
retentions must be declared to and approved by the City. At the City's option, Consultant shall
demonstrate financial capability for payment of such deductibles or self-insured retentions.
d. Certificates of Insurance. Consultant shall provide certificates of insurance with
original endorsements to City as evidence of the insurance coverage required herein.Certificates
of such insurance shall be filed with the City on or before commencement of performance of this
Agreement. Current certification of insurance shall be kept on file with the City at all times during
the term of this Agreement.
16. Notices.Any notice required to be given under this Agreement shall be in writing and
either served personally or sent prepaid, first class mail. Any such notice shall be addressed to
the other party at the address set forth below. Notice shall be deemed communicated within 48
hours from the time of mailing if mailed as provided in this section.
If to City: City of Lake Elsinore
Attn:City Manager
130 South Main Street
Lake Elsinore,CA 92530
If to Consultant:
The Lew Edwards Group
5454 Broadway, 2nd Floor,
Oakland,CA 94618
17.Entire Agreement.This Agreement constitutes the complete and exclusive statement
of Agreement between the City and Consultant. All prior written and oral communications,
including correspondence, drafts, memoranda, and representations, are superseded in total by
this Agreement.
18. Amendments, This Agreement may be modified or amended only by a written
document executed by both Consultant and City and approved as to form by the City Attorney.
19. Assignment and Subcontracting The parties recognize that a substantial
inducement to City for entering into this Agreement is the professional reputation, experience
and competence of Consultant. The parties agree that Catherine Lew, LEG Principal Consultant
and Rohnda Ammouri, LEG Consultant will serve the City's needs respectively as Lead Strategist
and Account Manager. Any personnel changes must be approved by the City.
20. Waiver.Waiver of a breach or default under this Agreement shall not constitute a
continuing waiver of a subsequent breach of the same or any other provision under this
Agreement.
21. Severability. If any term or portion of this Agreement is held invalid, illegal, or
otherwise unenforceable by a court of competent jurisdiction,the remaining provisions of this
Agreement shall continue in full force and effect.
22. Controlling Law Venue. This Agreement and all matters relating to it shall be
governed by the laws of the State of California and any action brought relating to this Agreement
shall be held exclusively in a state court in the County of Riverside.
23. Litigation Expenses and Attorneys' Fees. If either party to this Agreement
commences any legal action against the other party arising out of this Agreement,the prevailing
party shall be entitled to recover its reasonable litigation expenses,including court costs,expert
witness fees,discovery expenses,and attorneys'fees.
24. Mediation.The parties agree to make a good faith attempt to resolve any disputes
arising out of this Agreement through mediation prior to commencing litigation.The parties shall
mutually agree upon the mediator and share the costs of mediation equally. If the parties are
unable to agree upon a mediator,the dispute shall be submitted to JAMS/ENDISPUTE ("JAMS")
or its successor in interest. JAMS shall provide the parties with the names of five qualified
mediators. Each party shall have the option to strike two of the five mediators selected by JAMS
and thereafter the mediator remaining shall hear the dispute. If the dispute remains unresolved
after mediation,either party may commence litigation.
I
25. Execution.This Agreement may be executed in several counterparts,each of which
shall constitute one and the same instrument and shall become binding upon the parties when
at least one copy hereof shall have been signed by both parties hereto. In approving this
Agreement, it shall not be necessary to produce or account for more than one such counterpart.
26. Authority to Enter Agreement.Consultant has all requisite power and authority to
conduct its business and to execute, deliver, and perform the Agreement. Each party warrants
that the individuals who have signed this Agreement have the legal power, right, and authority
to make this Agreement and to bind each respective party.
1
27. Prohibited Interests. Consultant maintains and warrants that it has not employed
nor retained any company or person, other than a bona fide employee working solely for
Consultant,to solicit or secure this Agreement. Further,Consultant warrants that it has not paid
nor has it agreed to pay any company or person,other than a bona fide employee working solely
for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration
contingent upon or resulting from the award or making of this Agreement.For breach or violation
of this warranty,City shall have the right to rescind this Agreement without liability. For the term
of this Agreement,no member,officer or employee of City,during the term of his or her service
with City, shall have any direct interest in this Agreement, or obtain any present or anticipated
material benefit arising therefrom.
28. Equal Opportunity Employment. Consultant represents that it is an equal
opportunity employer and it shall not discriminate against any subcontractor, employee or
applicant for employment because of race,religion,color,national origin,handicap,ancestry,sex
or age.Such non-discrimination shall include,but not be limited to,all activities related to initial
employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or
termination.Consultant shall also comply with all relevant provisions of City's Minority Business
Enterprise program,Affirmative Action Plan or other related programs or guidelines currently in
effect or hereinafter enacted.
IN WITNESS WHEREOF the parties have caused this Agreement executed on the date first written
Above.
CITY OF LAKE ELSINORE: CO ULTANT-
By: By:
Grant 4 , City Manager Catherine Lew,Consultant
Its:.
APPROVED AS TO FOR
Bar ara Leibold, City Attorney
ATTEST:
t9`,p,r City Clerk
1
EXHIBIT A
CONSULTANT'S PROPOSAL
[ATTACHED]
EXHIBIT A--SCOPE OF SERVICES
The Lew Edwards Group(LEG)will perform the following services for the City of Lake Elsinore:
Task One: Not to Exceed Twenty-Nine Thousand,Seven Hundred and Fifty Dollars($29,750):
a Five(5)monthly payments at Consultant's rate of Five Thousand,Seven Hundred and Fifty Dollars($5,750)
per month due and payable on the last business day of each month commencing February 28,2019 and
ending June 30,2019;and
b. Not to Exceed (NTE)One Thousand Dollars($1,000)for requested travel by Consultant. Only those costs
actually incurred will be invoiced,at cost.
Professional fees do not include hard project costs such as opinion research, graphic design, printing, bulk
postage,or mail house processing fees,which will be budgeted for separately by the City throughout the project.
Initial Strategic Consulting Planning and Communications Services related to Customer Satisfaction, City budget
adoption, and community priorities(February—June 2019)
• Confer with the City on Best Practices being utilized in other cities to address necessary quality of life
services
• Develop initial short-term and overall project timeline and confer with City's dedicated project
professionals or opinion researchers as needed
• Conduct audit of all recent City issues(media coverage in the public arena
• Facilitate design of tailorized Customer Satisfaction/Priorities study by City's designated public opinion
research professional
• Independently analyze survey results
• Draft initial Public Messaging Platform
• Provide recommendations to proposed city reports, presentations,or documents
• Provide recommendations for communications and engagement content
• Participate in selected City briefing and planning sessions related to budget adoption
• Review past and current City budget materials and planning
• Draft text copy for selected communications collaterals such as FAQs,web content,and other materials
• Conduct message training
• Provide Strategic Recommendations for continued community engagement on budget issues .
Continuously update timeline of recommended communications engagement and activities
The parties expressly acknowledge and agree that legal services or advice are not within Consultant's scope of j
services
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AMENDMENT NO. 1 TO AGREEMENT
FOR PROFESSIONAL SERVICES
This Amendment No. 1 to Agreement for Professional Services (the Amendment No. 1) is
entered into as of July 1, 2019, by and between the City of Lake Elsinore, a municipal corporation
("City") and The Lew Edwards Group. ("Consultant").
RECITALS
A. The City and Consultant have entered into that certain Agreement for Professional
Services dated January 29, 2019 (the "Original Agreement"). Except as otherwise defined
herein, all capitalized terms used herein shall have the meanings set forth for such terms
in the Original Agreement.
B. The Original Agreement provided for compensation to Consultant in an amount not to
exceed $29,750 for a period of six (6) months.
C. The parties now desire to extend and amend the terms of services as set forth in the
Original Agreement.
NOW, THEREFORE, in consideration of the mutual covenants and conditions set forth
herein, City and Contractor agree as follows:
1. Section 2c, Term, of the Original Agreement is hereby amended in its entirety to read as
follows.
Unless earlier terminated as provided elsewhere in this Agreement, this
Agreement shall continue in full force and until June 30, 2021.
2. Section 3, Compensation, of the Original Agreement is hereby amended to add the
following:
Compensation to be paid to Consultant for Fiscal Year 2019-21 shall be in
accordance with the fees set forth in Consultant's Proposal (Exhibit A-1)
attached to Amendment No. 1 and incorporated herein by reference. In no event
shall Consultant's compensation exceed Sixty-Two Thousand Dollars
($62,000) for each Fiscal Year without additional written authorization from the
City Manager.
IN WITNESS WHEREOF, the parties have caused this Agreement to be executed on
the date first written above.
"CITY" "CONSULTANT"
CITY OF LAKE ELSINORE, a municipal Lew Edwards Group
corporation cuSigned by:
F�Do"",
DocuSigned by. _ Catherine Lew, Consultant
"GTAW'YtW;`City Manager
Page 1
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ATTEST:
DocuSigned by:
CitySlerk
APPROVED AS TO FORM:
[,—wI iq--i by:
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Attachments: Exhibit Al —Consultant's Proposal
Page 2
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EXHIBIT Al
CONSULTANT'S PROPOSAL
[ATTACHED]
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EXHIBIT Al
Task Two: Provide Communications Engagement and Preparation Services related
to potential revenue generation (July 2019-June 2020)
• Facilitate and continuously update a coordinated strategy and timeline for Project.
• Work with City staff on methods to engage constituents, expand community awareness
of policy, fiscal/service needs and solicit additional community input on potential funding
or policy priorities.
• Recommend to staff methods of engaging/informing constituents about Project in City
communications vehicles, including newsletters, guest columns, website, and social
media.
• Conduct Message Training for City staff.
• Recommend methods to expand informational outreach activities with community
networks and organizations in the City to solicit feedback on City services/priorities,
provide information and advice City staff on the best manner of responding to questions
from the public. Consultant will update and refine concise, user-friendly messaging and
materials.
• Write text copy for informational mailings and materials. Mailer content will be approved
by the City Manager's office and City Attorney. Consultant to provide recommended
Mailing Plan. City to design/print/mail materials to a recommended audience using its
own vendors, budgeted separately from this Agreement.
• Consultant will review earned (non-paid)local media and/or Internet media opportunities
with City staff as a method for disseminating necessary information and assist with rapid
response needs from media or the community as necessary to correct misinformation
or clarify confusing information.
• Assist with the development of a follow up community survey to be conducted by City's
designated opinion research professional under City's direct contract with that opinion
research firm.
• Analyze results, advise City of viability and feasibility of ballot measure.
• As needed, confer with the City Attorney on the ballot question and other ballot measure
materials, to ensure that effective communication protocols are considered.
• Work with City staff on related staff reports and measure development.
The parties expressly acknowledge and agree that legal services or advice are not within
Consultant's scope of services.
SCHEDULE OF COMPENSATION RATES
Twelve (12) monthly payments at Consultant's rate of Five Thousand Seven Hundred and
Fifty Dollars ($5,750) per month due and payable on the last business day of each month,
commencing July 31, 2019, and ending June 30, 2020.
Professional fees do not include hard project costs such as opinion research, graphic
design, printing, bulk postage, or mail house processing fees, which will be budgeted for
separately by the City throughout the project.
T H E
LEW
EDWARDS
G R O U P
February 28, 2019
City of Lake Elsinore- Finance Department
130 South Main Street
Lake Elsinore, CA 92530
Attn: Ms. Carla Khalil, Executive Assistant
Invoice Number 001--CORRECTED
DUE UPON RECEIPT
February 2019 Services $5,750.00
• Conducted public audit of media coverage
• Reviewed previous opinion research and current City background
• Provided Interim Messaging sheet and recommended embedment to mid-year budget
report
• Developed Best Practices presentation,planning timeline and consolidated Past
Messaging sheet and conducted in-person kickoff with the City
• Conferred with TN in development of survey draft and reviewed draft with City
Expenses $738.59
• Incurred by Catherine Lew:
o Roundtrip airfare $555.96
o Rental Car $91.96
o Airport Parking$38.00
• Incurred by Rohnda Ammouri: mileage for 91 miles $52.67
TOTAL AMOUNT DUE LEG $6,488.59
Remit to:
The Lew Edwards Group
PO Box 21215
Oakland,CA 94620
(510)594-0224 x 216
FEIN:94-3332201
T H E
L,EW
EDWARDS '
G R O U P
March 31, 2019
City of Lake Elsinore -Finance Department
130 South Main Street
Lake Elsinore, CA 92530
Attn: Ms. Carla Khalil, Executive Assistant
Invoice Number 002
DUE UPON RECEIPT
March 2019 Services
• Added value/engaged with True North Research to assist in finalizing Resident
Satisfaction Survey
• Participated in Survey Review Call on March 5th
• Provided Survey Protocol Memo for City Council
• Monitored news/media clips,provided strategic advice about survey timing
TOTAL AMOUNT DUE LEG 5�
Remit to:
The Lew Edwards Group
PO Box 21215
Oakland,CA 94620
(510)594-0224 x 216 ,DECEIVED
FEIN: 94-3332201 APR 01 2019
a,-,NHGER'S OFFICE
T H E
LEW
EDWARDS
G R O U P
April 30,2019
City of Lake Elsinore - Finance Department
130 South Main Street
Lake Elsinore, CA 92530
Attn: Ms. Carla Khalil,Executive Assistant
Invoice Number 003
DUE UPON RECEIPT
April 2019 Services
• Drafted/reviewed Opinion Leader Letter#1
• Developed Spring/Summer Activities Guide Article
• Provided strategic advice
• Facilitated planning teleconference on 4/25
TOTAL AMOUNT DUE LEG 7 . 0
Remit to:
The Lew Edwards Group
PO Box 21215
Oakland,CA 94620
(510)594-0224 x 216
FEIN:94-3332201
T H E
LEW
EDWARDS
G R O U P
May 31, 2019
City of Lake Elsinore-Finance Department
130 South Main Street
Lake Elsinore, CA 92530
Attn: Ms. Carla Khalil,Executive Assistant
Invoice Number 004
DUE UPON RECEIPT
May 2019 Services
•Independently analyzed TN survey results
•Drafted Consultant Work Notes
-Debriefed City staff on survey results on 5/31
•Provided strategic advice
TOTAL AMOUNT DUE LEG 11750.00
Remit to:
The Lew Edwards Group
PO Box 21215
Oakland,CA 94620
(510)594-0224 x 216
FEIN:94-3332201
T H E
LEW
EDWARDS
G R O U P
June 30,2019
City of Lake Elsinore- Finance Department
130 South Main Street
Lake Elsinore, CA 92530
Attn: Ms. Carla Khalil, Executive Assistant
Invoice Number 005
DUE UPON RECEIPT
June 2019 Services
- Reviewed and added value to budget adoption documents/staff report
-Updated/provided draft Provided PowerPoint presentation for Ad Hoc Committee update
-Provided ongoing strategic advice regarding community feedback/communications
opportunities
TOTAL AMOUNT DUE LEG 5
Remit to:
The Lew Edwards Group
PO Box 21215
Oakland,CA 94620
(510)594-0224 x 216
FEIN: 94-3332201
3UL 0 9 2019
_'iAGER'S OFFICE
r
T H E
L,EW
EDWARDS
G R O U P
July 31, 2019
City of Lake Elsinore - Finance Department
130 South Main Street
Lake Elsinore, CA 92530
Attn: Ms. Carla Khalil, Executive Assistant
Invoice Number 006
DUE UPON RECEIPT
Julv '1019 Services
.Developed draft update presentation
-Updated Ad Hoc Committee and other City Councilmembers on survey results
TOTAL AMOUNT DUE LEG S5 J5,0.00
Remit to:
The Lew Edwards Group
PO Box 21215
Oakland,CA 94620
(510)594-0224 x 216
FEIN: 94-3332201
Jl1L 9 2019
CITY MANAGER'S OFFICE
T H E
LEW
EDWARDS
G R O U P
August 31, 2019
City of Lake Elsinore- Finance Department
130 South Main Street
Lake Elsinore, CA 92530
Attn: Ms. Carla Khalil, Executive Assistant
Invoice Number 007
DUE UPON RECEIPT
August 2019 Services
• Provided public survey results including the survey results press release, slide deck and
official summary
• Drafted budget related Messaging Platform
• Facilitated planning teleconference on 8/9
TOTAL AMOUNT DUE LEG I 5 .00
Remit to:
The Lew Edwards Group
PO Box 21215
Oakland,CA 94620
(510)594-0224 x 216
FEIN: 94-3332201
T H E
LEW
EDWARDS
G R O U P
September 30, 2019
City of Lake Elsinore -Finance Department
130 South Main Street
Lake Elsinore, CA 92530
Attn: Ms. Carla Khalil,Executive Assistant
Invoice Number 008
DUE UPON RECEIPT
September 2019 Services
-Developed Let's Talk Lake Elsinore Communications Toolkit
-Conducted Speakers'Bureau messenger training
-Facilitated planning teleconference on 9/3
TOTAL AMOUNT DUE LEG
Remit to:
The Lew Edwards Group
PO Box 21215
Oakland, CA 94620
(510)594-0224 x 216
FEIN:94-3332201 '
RECEIVED
OCT 0 1 2019
-:;JY MANAGER'S OFFICE
T H E
LEW
EDWARDS
G R O U P
October 31,2019
City of Lake Elsinore -Finance Department
130 South Main Street
Lake Elsinore, CA 92530
Attn: Ms. Carla Khalil,Executive Assistant
Invoice Number 009
DUE UPON RECEIPT
October 2019 Services
•Drafted text copy for Utility Bill Insert and School District Email
•Added value to State of the City remarks
•Prepared for and facilitated a planning teleconference on 10/1
TOTAL AMOUNT DUE LEG $5,750.00
Remit to:
The Lew Edwards Group RECEIVE11
PO Box 21215 �OV 4 2019
Oakland,CA 94620
(510)594-0224 x 216
;:;il Y MANAGER'S OFFICE
FEIN:94-3332201
T H E
LEW
EDWARDS
G R O U P
November 30, 2019
City of Lake Elsinore -Finance Department
130 South Main Street
Lake Elsinore, CA 92530
Attn: Ms. Carla Khalil, Executive Assistant
Invoice Number 010
DUE UPON RECEIPT
November 2019 Services
Provided strategic advice on Join the Conversation community engagement effort
• Drafted Chamber Magazine content copy
Facilitated planning teleconference on 1115
TOTAL AMOUNT DUE LEG S5 7 0.00
Remit to:
The Lew Edwards Group
PO Box 21215
Oakland,CA 94620
(510)594-0224 x 216
FEIN: 94-3332201
T H E
EEW
EDWARDS
G R O U P
December 31, 2019
City of Lake Elsinore - Finance Department
130 South Main Street
Lake Elsinore, CA 92530
Attn: Ms. Carla Khalil, Executive Assistant
Invoice Number 011
DUE UPON RECEIPT
December 2019 Services
•Provided Let's Talk Lake Elsinore Social Media Plan
•Provided added value for media interview and input
•Facilitated planning teleconference on 12/3
TOTAL AMOUNT DUE LEG 5 750.00
Remit to:
The Lew Edwards Group
PO Box 21215
Oakland, CA 94620 w
(510)594-0224 x 216
FEIN:94-3332201
RECEIVED
DEC 302019
CITY MANAGER'S OFFICE
T H E
EDWARDS
G R O U P
January 31, 2020
City of Lake Elsinore -Finance Department
130 South Main Street
Lake Elsinore, CA 92530
Attn: Ms. Carla Khalil,Executive Assistant
Invoice Number 012
DUE UPON RECEIPT
January 2020 Services
• Added value to Mid-Year Budget Report
• Drafted Join the Conversation Social Media Plan and prepped staff
• Provided ongoing strategic advice
• Led planning teleconference on 1/7
TOTAL AMOUNT DUE LEG MOAN
Remit to:
The Lew Edwards Group
PO Box 21215
Oakland,CA 94620
(510)594-0224 x 216 _
4 202U
FEM:94-3332201
k S OFFICE
��I�I
T H E
EEW
EDWARDS
G R O U P
February 29, 2020
City of Lake Elsinore -Finance Department
130 South Main Street
Lake Elsinore, CA 92530
Attn: Ms. Carla Khalil, Executive Assistant
Invoice Number 013
DUE UPON RECEIPT
February 2020 Services
• Provided content for Spring Chamber Magazine
• Advised on the creation of the City Manager's Community Roundtable
• Led planning teleconference on 2/4
TOTAL AMOUNT DUE LEG 5�__ _7
Remit to:
The Lew Edwards Group
PO Box 21215 _
Oakland. CA 94620
(510)594-0224 x 216
FEIN:94-3332201
T H E
LEW
EDWARDS
G R O U P
March 31, 2020
City of Lake Elsinore-Finance Department
130 South Main Street RECEIVED
Lake Elsinore, CA 92530
Attn: Ms. Carla Khalil,Executive Assistant APP s 2020
CITY MANAGER'S OFFICE
Invoice Number 014
DUE UPON RECEIPT
March 2020 Services
• Drafted Opinion Leader Letter#3
• Advised on City Manager's Community Roundtable
• Led planning teleconference on 3/3
TOTAL AMOUNT DUE LEG S5,150.00
Remit to:
The Lew Edwards Group
PO Box 21215
Oakland,CA 94620
(510)594-0224 x 216
FEIN:94-3332201
T H E
LEw
EDWARDS
G R O U P
April 30, 2020
City of Lake Elsinore-Finance Department
130 South Main Street
Lake Elsinore, CA 92530
Attn: Ms. Carla Khalil,Executive Assistant
Invoice Number 015
DUE UPON RECEIPT
April 2020 Services
• Provided Informational Mail and Digital Media Plan recommendations and reviewed
Interactive City Mailer#1
• Updated communications toolkit items and drafted Opinion Leader Letter on to address
community COVID concerns
• Led planning teleconference on 4/7
TOTAL AMOUNT DUE LEG 5 750.00
Remit to:
The Lew Edwards Group
PO Box 21215
Oakland,CA 94620 It
(510)594-0224 x 216 i?ECEIVED
FUN:94-3332201 MAY 0 4 2020
r; MANAGER'S OFFICE
T H E
LAW
EDWARDS
G R O U P
May 31, 2020
City of Lake Elsinore-Finance Department
130 South Main Street
Lake Elsinore, CA 92530
Attn: Ms. Carla Khalil,Executive Assistant
Invoice Number 016
DUE UPON RECEIPT
May 2020 Services
•Provided Digital Media Program Recommendations
•Drafted May Chamber Magazine Insert
•Provided "Report Back to the Community" mail copy
•Led planning teleconference on 515
TOTAL AMOUNT DUE LEG $5,750,OQ
Remit to:
The Lew Edwards Group
PO Box 21215
Oakland,CA 94620
(510)594-0224 x 216
FEIN:94-3332201
T H E
EEW
ED�Tt1RDS j��!_ 06 ?Ij2V
G R O U P C�F_CF
CI;v 'MANAGER 5
June 30, 2020
City of Lake Elsinore- Finance Department
130 South Main Street
Lake Elsinore, CA 92530
Attn: Ms. Carla Khalil, Executive Assistant
Invoice Number 017
DUE UPON RECEIPT
June 2020 Services
-Provided significant input to True North Research on Tracking Survey Questionnaire
.Added value to City's Budget Staff Report
.Updated Join the Conversation Community Presentation
-Led planning teleconference on 6/2
TOTAL AMOUNT DUE LEG $5,750,
Remit to:
The Lew Edwards Group
PO Box 21215
Oakland, CA 94620
(5I0)594-0224 x 2I6
FEIN:94-3332201
T H E
LEW
EDWARDS
G R O U P
July 31, 2020
City of Lake Elsinore - Finance Department
130 South Main Street
Lake Elsinore, CA 92530
Attn: Ms. Carla Khalil, Executive Assistant
Invoice Number 018
DUE UPON RECEIPT
July 2020 Services
-Assisted with Ballot Measure package preparations
•Provided Placement Press Release
•Provided Whereas Clause recommendations
•Led planning teleconference on 7/14
TOTAL AMOUNT DUE LEG 55 7�
Remit to:
The Lew Edwards Group
PO Box 21215
Oakland, CA 94620
(510)594-0224 x 216
FEIN: 94-3332201
T H E
LEW
EDWAMS
G R O U P
August 31, 2020
City of Lake Elsinore- Finance Department
130 South Main Street
Lake Elsinore, CA 92530
Attn: Ms. Carla Khalil, Executive Assistant
Invoice Number 019
DUE UPON RECEIPT
August 2020 Services
• Provided informational communications suite including:
o Opinion Leader Letter
o FAQ
o Community Presentation
o Reference Q&A
o Web Copy
Led planning teleconference on 8/4
TOTAL AMOUNT DUE LEG 5 7�0.00
Remit to:
The Lew Edwards Group
PO Box 21215
Oakland,CA 94620 RECENED
(510)594-0224 x 216
FEIN:94-3332201 SEP 0 8 20ZO Ok
CITY MANAGER'S OFFICE
T H E
LEW
EDWARDS
G R O U P
September 30, 2020
City of Lake Elsinore - Finance Department
130 South Main Street
Lake Elsinore, CA 92530
Attn: Ms. Carla Khalil, Executive Assistant
Invoice Number 020
DUE UPON RECEIPT
September 2020 Services
• Provided Updated Informational Mail Plan
• Drafted copy for Mailers #3 —5 and provided sample layouts
Provided Social Media Plan
• Reviewed Mailer #1
• Led planning teleconference on 911
TOTAL AMOUNT DUE LEG 5� ,750.00
Remit to:
The Lew Edwards Group
PO Box 21215
Oakland, CA 94620
(510)594-0224 x 216
FEIN: 94-3332201
T H E
ERW
EDWARDS
G R O U P
October 31,2020
City of Lake Elsinore - Finance Department
130 South Main Street
Lake Elsinore, CA 92530
Attn: Ms. Carla Khalil, Executive Assistant
Invoice Number 021
DUE UPON RECEIPT
October 2020 Services
Reviewed Informational Mailers
Provided strategic advice and answers to community questions
Provided Election Talking Points
Led planning teleconferences on 10/6 and 10/27
TOTAL AMOUNT DUE LEG 5 750.00
Remit to:
The Lew Edwards Group
PO Box 21215
Oakland,CA 94620
(510)594-0224 x 216
RECEIVED
FEIN:94-3332201
NT 12020
.,WAGER'S OFFICE
T H E
LEW
EDWARDS
G R O U P
November 30,2020
City of Lake Elsinore-Finance Department
130 South Main Street
Lake Elsinore, CA 92530
Attn: Ms. Carla Khalil, Executive Assistant
Invoice Number 022
DUE UPON RECEIPT
November 2020 Services
• Provided Updated Election Talking Points
• Drafted Community Thank You Letter
• Facilitated Planning Teleconference on 11/17
TOTAL AMOUNT DUE LEG $5,750.00
Remit to:
The Lew Edwards Group
PO Box 21215
Oakland,CA 94620
(510)594-0224 x 216
FEIN:94-3332201
FCEIVED
DEC 0 4 2020
UITY MANAGER'S OFFICE