HomeMy WebLinkAbout12 C37063 - CV Strategies - EPPBID Contract ExtensionSTAFF REPORT
CITY OF PALM DESERT
ECONOMIC DEVELOPMENT DEPARTMENT
MEETING DATE: June 24, 2021
PREPARED BY: Thomas Soule, Public Affairs Manager
REQUEST: Extend by one year the contract between the City of Palm Desert and
CV Strategies, Inc. to provide advertising services for the El Paseo
Parking & Business Improvement District.
________________________________________________________________________
Recommendation
By Minute Motion that the City Council:
1. Approve a one-year extension of Contract No. C37060 to CV Strategies, Inc.
to provide advertising services for the El Paseo Parking & Business
Improvement District; and
2. Authorize the City Attorney to make non-substantive changes to the contract
and the Mayor to execute the agreement on behalf of the City.
Funds are available in Account No. 2714491-4321500.
Committee/Commission Recommendation
At its regular meeting on January 21, 2021, the El Paseo Parking & Business Improvement
District (EPPBID) Board of Directors recommended to the City Council that the contract with
CV Strategies to represent the district as its advertising agency be renewed for one year.
Background Analysis
After a competitive selection process and with the full support of the EPPBID Board, the City
Council approved a one-year contract with FG Creative for Fiscal Year (FY) 18/19 to provide
advertising services for the EPPBID. The contract allows the City the unilateral option, at is
sole discretion, to renew the agreement automatically for up to two additional one-year terms.
Both of those automatic extensions have been executed. When FG Creative merged with CV
Strategies, Inc., on August 1, 2020, the contract was assigned to CV Strategies. The current
request is for a third extension, which was approved by Council at its regular meeting on
February 11, 2021.
The original contract provides CV Strategies a monthly retainer, which includes, but is not
limited to, the following services:
• Develop an annual budget that includes a comprehensive, strategic and diversified
June 24 , 2021 -Staff Report
Renew EPPBID Marketing Contract with CV Strategies
Page 2 of 2
media plan .
• Negotiate , schedule and maintain media buys .
• Develop an annual branding campaign and create all graphic assets as needed to
fulfill the media plan .
• Organize and manage two merchant meetings per year.
• Manage public relations efforts on behalf of the EPPBID .
Hard costs associated with online advertising placement and other media buys are not
included in the monthly retainer and are accounted for in Exhibit "C" of the original contract.
The total amount of the contract for FY 21 -22 is $250 ,000 .
Based on the recommendation of the EPPBID Board , staff recommends renewal of the
contract with CV Strategies for advertising services for a one -year period , from July 1, 2021 ,
to June 30 , 2022 .
Fiscal Analysis
The cost of the subject contract and media buys are funded through the EPPBID annual
assessments collected from district members and there is no impact to the City 's General
Fund . Funds are available in Account No . 2714491-4321500 .
LEGAL REVIEW DEPT . REVIEW FINANCIAL REVIEW ASSISTANT
CITY MANAGER
'Ji:o&,zt 'UJ. l'v1 ~ A lvo.-ve..z 9-""""e:r m . m()()'l,e, .Jlncfy .J'ires t ine
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Martin Alvarez Robert W .
Hargreaves Director of Economic Janet M. Moore Andy Firestine
City Attorney Development Director of Finance Assistant City Manager
City Manager , L. Todd Hileman : L. Toctct HiLe V1.A..C1 v'\-
VENDOR:
ATTACHMENT:
Stephanie D . Greene
CV Strategies , Inc .
73700 Dinah Shore Drive Suite 402
Palm Desert, CA 92211
Contract C37063
CITY COUNCIL~pnoN
APPROVED _ _,.v ____ DENJED _____ _
RECEIVED ______ QTHER _____ _
MEETING DATE U' lli · Wl:.L
AYES:_ ±itlriltrt'v@fiir, r Nes@e,Sru1arao , lkf,f+<v
NOES.--'--~-~--~-----------ABSENT: __ N_OY\_e __________ _
ABSTAIN: N iY\(
VERIFIED BY: IY l 1S /9 5
Ori g inal on File with City Clerk's Office
June 24, 2021 – Staff Report
Renew EPPBID Marketing Contract with CV Strategies
Page 2 of 2
media plan.
• Negotiate, schedule and maintain media buys.
• Develop an annual branding campaign and create all graphic assets as needed to
fulfill the media plan.
• Organize and manage two merchant meetings per year.
• Manage public relations efforts on behalf of the EPPBID.
Hard costs associated with online advertising placement and other media buys are not
included in the monthly retainer and are accounted for in Exhibit “C” of the original contract.
The total amount of the contract for FY 21-22 is $250,000.
Based on the recommendation of the EPPBID Board, staff recommends renewal of the
contract with CV Strategies for advertising services for a one-year period, from July 1, 2021,
to June 30, 2022.
Fiscal Analysis
The cost of the subject contract and media buys are funded through the EPPBID annual
assessments collected from district members and there is no impact to the City’s General
Fund. Funds are available in Account No. 2714491-4321500.
LEGAL REVIEW
DEPT. REVIEW FINANCIAL REVIEW ASSISTANT
CITY MANAGER
Robert W.
Hargreaves
Robert W.
Hargreaves
City Attorney
Martin Alvarez
Martin Alvarez
Director of Economic
Development
Janet M. Moore
Janet M. Moore
Director of Finance
Andy Firestine
Andy Firestine
Assistant City Manager
City Manager, L. Todd Hileman: L. Todd Hileman
VENDOR: Stephanie D. Greene
CV Strategies, Inc.
73700 Dinah Shore Drive Suite 402
Palm Desert, CA 92211
ATTACHMENT: Contract C37063
CONTRACT NO. C37063
CITY OF PALM DESERT
EXTENSION TO
PROFESSIONAL CONSULTANT SERVICES AGREEMENT
MARKETING SERVICES
CONTRACT No. C37060
This THIRD EXTENSION (“Extension”) to the CV Strategies Professional Consultant
Services Agreement for Marketing Services No. C37060 is made as of June 24, 2021,
(“Effective Date”) by and between the CITY OF PALM DESERT, a municipal corporation,
organized under the laws of the State of California, having a principal place of business
at 73-510 Fred Waring Drive, Palm Desert, California, (the "Authority") and CV
Strategies, Inc., a corporation in California with its principal place of business at 73700
Dinah Shore Drive Suite 402, Palm Desert, CA 92211 ("Consultant"). City and Consultant
are sometimes individually referred to herein as "Party" and collectively as "Parties.”
RECITALS
A. The City of Palm Desert is a municipal corporation, organized under the
laws of the State of California.
B. The Consultant is engaged in the business of providing professional
marketing consulting services to public clients, and has represented to the
City that the Contractor is experienced and competent in said business.
C. The City and Consultant desire to enter into this Extension to the
Agreement.
D. The Parties entered into that certain Professional Consultant Services
Agreement for Marketing Services Contract No. C37060, by and between
the City of Palm Desert and FG Creative, Inc., dated May 24, 2018
(“Contract”).
E. Pursuant to the First Extension to the Contract, effective July 1, 2019, the
Contract was extended through June 30, 2020.
F. Pursuant to the Second Extension to the Contract, effective July 1, 2020,
the Contract was extended through June 30, 2021.
G. The City assigned Contract No. C37060 to CV Strategies, Inc. on August 1,
2020.
NOW, THEREFORE, the Parties agree to amend the Contract as follows:
1. Term. The parties agree that the term ("Term") of the Contract shall be extended,
for an additional twelve (12) month term beginning July 1, 2021, and ending June 30,
2022 or to such later date as may be agreed in writing between parties. The Contract
allows for an option of an extension based on Contractor’s performance and mutual
CONTRACT NO. C37063
agreement, this Extension is the third Contract extension. Any additional extensions will
be contemplated based on performance.
2. Compensation. Consultant shall receive compensation, including authorized
reimbursements, for all Services rendered under this Agreement at the rates set forth in
Exhibit "A" to this Extension of the Contract, which is attached hereto and incorporated
herein by reference. The total compensation shall not exceed $250,000, without
authorization of the City Council or City Manager, as applicable, per the Palm Desert
Municipal Code.
All other terms of the Contract to remain unchanged and in full force and effect.
IN WITNESS THEREOF, the Parties have executed this third Extension on the
date first above written.
CITY OF PALM DESERT CV STRATEGIES
By: ____________________________ By: __________________________
Kathleen Kelly Stephanie Greene
Mayor Principal
Attest:
M. Gloria Sanchez
Acting City Clerk
Approved as to Form:
______________________________
Best Best & Krieger LLP
City Attorney
CONTRACT NO. C37063
Notary Acknowledgment
A notary public or other officer completing this certificate verifies only the identity of the individual
who signed the document to which this certificate is attached, and not the truthfulness, accuracy,
or validity of that document.
STATE OF CALIFORNIA
COUNTY OF ______________
On , 20___, before me, _______________________________, Notary Public,
personally appeared , who proved to me on the basis of satisfactory
evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to
me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their
signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed
the instrument.
I certify under PENALTY OF PERJURY under the laws of
the State of California that the foregoing paragraph is true
and correct.
WITNESS my hand and official seal.
Signature of Notary Public
OPTIONAL
Though the information below is not required by law, it may prove valuable to persons relying on the
document and could prevent fraudulent removal and reattachment of this form to another document.
CAPACITY CLAIMED BY SIGNER DESCRIPTION OF ATTACHED DOCUMENT
Individual
Corporate Officer
Title(s) Title or Type of Document
Partner(s) Limited
General Number of Pages
Attorney-In-Fact
Trustee(s)
Guardian/Conservator Date of Document
Other:
Signer is representing:
Name Of Person(s) Or Entity(ies)
CONTRACT NO. C37063
EXHIBIT "A"
COMPENSATION
The CITY's budget for advertising and publicizing the EPPBID's facilities, services and
events is established as part of the CITY's fiscal year budget for the period of July 1,
2021 - June 30, 2022 at $250,000. The CITY's liability for advertising materials and
services under this Contract shall not exceed the contracted amount of $250,000. The
CITY reserves the right, at any time during the term or any extension thereof, to adjust
the amount budgeted for advertising and promotion services. Prior to performing any
services or furnishing any material contemplated by this Contract to be undertaken and
furnished by CV STRATEGIES, the CITY or its designee, after conferring with CV
STRATEGIES, shall authorize the services rendered and materials to be furnished, the
agreed compensation to be paid for their services, the manner of payment (lump sum or
periodic progress payments), the description and estimate of reimbursable expense,
and such other matters as may be deemed proper. Subject to the limitations and
provisions set forth in this section, the CITY shall compensate and reimburse CV
STRATEGIES as follows:
(a) The CITY will pay CV STRATEGIES a flat fee of $2,500 per month to cover
advertising services in accordance with the proposal presented by CV STRATEGIES as
attached in the Addendum to the EPPBID and/or any marketing mutually agreed to by
the parties hereto. The fee covers not less than 40 hours per month; such services
include, but are not limited to, meetings, account planning and service, production
management, media planning and buying, and clerical.
(b) CV STRATEGIES will purchase media at the lowest rate available. All billings
will be submitted at net costs for payment by the CITY. CV STRATEGIES will not
markup billings or receive commissions.
(c) CV STRATEGIES shall bill the CITY monthly for the previous month’s
activities. Each invoice shall contain, in reasonable detail, the projects and services
worked on and rendered with supporting documentation of reimbursable costs and
expenses. Payment and reimbursements provided for in this Section 4 will be made in
due course by the City of Palm Desert.
(d) CV STRATEGIES shall keep full and accurate books of account and records
and other pertinent data in accordance with generally accepted accounting principles
reflecting all transactions contemplated by this Contract.