HomeMy WebLinkAboutC29390 - Mrkting & Design Svcs at Desert Willow Resort Contract No. C29390
CITY OF PALM DESERT
STAFF REPORT
REQUEST: AUTHORIZATION TO NEGOTIATE A PROFESSIONAL
SERVICES AGREEMENT WITH BLUE MOON ADVERTISING IN
AN AMOUNT NOT-TO-EXCEED $57,000 FOR PROFESSIONAL
MARKETING AND DESIGN SERVICES AT THE DESERT
WILLOW RESORT
SUBMITTED BY: Martin Alvarez, Redevelopment Manager
Richard Mogensen, General Manager, Desert Willow Golf Resort
CONTRACTOR: Blue Moon Advertising
5040 Shoreham Place, Suite 100
San Diego, CA 92122
DATE: December 10, 2009
CONTENTS: Draft Agreement for Professional Services
Request for Proposals
Recommendation
By Minute Motion:
1. Authorize the City Manager to negotiate an Agreement for Professional
Services with Blue Moon Advertising in an amount not-to-exceed
$57,000; and
2. Authorize the Mayor to execute the Agreement. Funds are available in
the Desert Willow Fiscal Year 2009/2010 Operating Budget, Fund 520.
Backctround
Desert Willow Golf Resort's current marketing contract with Full Gallopp Marketing has
expired. The City's marketing staff worked with KemperSports in developing a Request
for Proposals (RFP) for marketing and design services at the Desert Willow Resort. On
October 28, 2009, Desert Willow staff issued the RFP, and a total of 12 RFPs were
submitted.
KemperSports management and Agency staff reviewed the RFPs, and identified four
qualified candidates to be interviewed. On November 24, 2009, the four candidates
were given the opportunity to present to a committee that included KemperSports and
Staff Report
Approve Professional Services Agreement with Blue Moon Advertising at Desert Willow
December 10, 2009
Page2of2
Agency staff. The Committee chose Blue Moon Advertising based on their
qualifications, work experience, presentation, and cost proposal.
Blue Moon Advertising, San Diego, California, has extensive golf resort advertising and
marketing experience, and displays a quality product which will enhance the image and
marketing programs of the Desert Wiltow Golf Resort. Blue Moon's professional
services fees are within the current industry standard for a company of similar size and
scope of services requested.
The proposed contract is for a period of one year. If Blue Moon Advertising is awarded
the contract, they can begin work in January 2010.
Staff recommends that the City Council authorize staff to finalize the professional
services agreement for marketing and design services at the Desert Willow Golf Resort,
and allow the Mayor to execute the contract in an amount not-to-exceed $57,000
($4,750/month).
Fiscal Analvsis
Funds are available in the FY 2009/2010 Desert Willow Operational Budget, thus there
is no impact to the General Fund.
Submitted By:
��7�,f f CtTY COUNCIL AC,T�ON
APPROVED � DENtED
' � ECEIVED OTHER
artin Alvarez, Redevelopment Mgr.
MEETI G DATE
AYES: �' �� � ����t�.
Department Head: NOES:
ABSENT: �-e-
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ERIFIED BY: �
sti McCarthy, ACM fo e evelopmep�-iginal on File with Ci � lerk's Office
Paul S. Gibson, Finance Director
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J n . Wohlmuth, City Manager
G:\rda\Martin Alvarez\2009\SR\DW Marketing Agmnt 12-10-09.doc
ADVERTISING
DRAFT
Agency of Record Agreement
Desert Willow Golf Resort, KemperSports (Client) hereby agrees to enter into a contract
agreement for a period of 12 months from 12/21/2009 to 12/20/10 (with an option for a 1 year
renewal) to hire Blue Moon Advertising(Agency) as their advertising agency of record.
A sixty-day written notice is required to change and/or cancel this agreement by either party after
the first 12 months.
Agency and Client agree to the following terms and conditions, as well as any terms and
conditions outlined in Agency's estimates, media charts and/or invoices.
Client also authorizes Agency to produce tangible personal property for your account from time
to time as approved by Client. In producing the finished products, it is expressly understood that
all materials purchased by Agency to complete the property to be produced, passes to Client at
the time of purchase and prior to any use by Agency. Such materials may include, but are not
limited to: artwork, illustrations, photography, typography, Photoshop, film work, scans,
Photostats and prints, dies and other materials needed to prepare the finished product.
It is understood and agreed that Agency will be acting as the exclusive advertising agency of
record. As such, Agency is authorized to contact and employ third-party advertisers in various
mediums including print, radio, television, billboard or internet as agreed upon by the parties or
deemed advisable by Agency in its representative capacity. It is agreed that Agency will be paid
a monthly Agency Service fee $4750.00 payable to the agency on the 21 st of each month. All
outside work, such as, but not limited to printing, photography, illustrations for example will be
billed to client direct at net amounts. Any additional agency costs will be estimated in advance
for client approval as outlined in the RFP.
Client specifically holds harmless and indemnifies Agency for any and all advertising costs as a
result of any placement of advertising by Agency with any medium or third party. Client agrees
to pay all invoices for such advertising medium or third party thorough Agency only and may not
directly contact or pay the advertising medium. It is expressly understood that Agency takes no
financial responsibility for any and all materials or media placed, and the only credit being
established is that of the client.
Invoices for all work performed by Agency whether for advertising placement, creative design,
internet or other work shall be billed to the Client as incurred. Unless objected to in writing
within a period of ten days, all invoices submitted by Agency will be deemed conclusive of the
work performed, approval of the quality of the work shall be conclusive of the amount owed to
Agency for such services. Client agrees to pay Agency within 30 days of receipt of invoices.
Agency of Record Agreement �
Client agrees that all design work, creations including but not limited to: advertising, internet,
business cards, stationary, billboards, or other medium shall be the exclusive work and property
of Agency until invoices for such work are paid in fu1L Client agrees not to utilize any such
design work in the event payrnent to Agency is not made in full, in a timely manner. Customer
agrees that the design work of Agency constitutes proprietary work to which Agency is entitled
to a temporary restraining order or injunctive relief, without posting a bond to prohibit Client
from utilizing such design work without payment to Agency.
If the above meets with your approval, we would appreciate your signing this letter and returning
it to us.
Sincerely, ��
���.�����,, DRAFT
Edward Rubenstein
President
Accepted:
By:
Signature Name
Company: Desert Willow Golf Resort, KemperSports
Title: Date:
Blue Moon Advertising, Inc.
5040 Shoreham Place, Suite 100
San Diego, CA 92122
P: 858.202.0400 * F: 858.551.9176
Agency of Record Agreement 2
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Desert Willow Golf Resort �
38-995 Desert Willow Drive
Palm Desert, California 92260
760-346-7060
Request for Proposals (RFP)
Professional Marketing and / Design Services (Agency)
OCTOBER 28, 2009
Overview
Desert Willow Golf Resort is a world-class public premium municipal golf facility located in Palm
Desert, CA and managed by KemperSports. Desert Willow features 36 holes of championship
golf designed by Dr. Michael Hurdzan, Dana Fry, and tour consultant, John Cook. In addition to
being awarded four and a half Stars by Golf Digest's "Best Places You Can Play in 2008/2009,"
Desert Willow also boasts a 33,000 square foot clubhouse offering a spectacular setting and
endless views for weddings, receptions, parties, special events, and restaurant and bar guests.
Desert Willow Golf Resort is also home to the Palm Desert Golf Academy, the leader in junior
golf advancement.
RESORT DATE OPENED: February 1997
OWNERSHIP: The City of Palm Desert
MANAGEMENT COMPANY: KemperSports
COURSE INFORMATION: Firecliff and Mountain View Golf Courses
TOTAL ROUNDS ANNUALLY: 80,000-92,000
WEBSITE: www.desertwillow.com
EXECUTIVE SUMMARY
Desert Willow Golf Resort is seeking professional Marketing and Design Services to assist with
the Golf Resort marketing and advertising programs. The Agency will contract with
KemperSports and Desert Willow Golf Resort to manage the advertising, creative design and to
assist in media placements as required. The Agency will also be involved in assisting the Resort
in organizing its marketing budget, developing the required advertising campaigns, on-property
event advertisements, and brochure/collateral marketing materials. The annual Marketing and
Advertising Budget is approximately$250,000.
It is the responsibility of the Agency to present marketing concepts, design, production,
copywriting, and videography as needed.
The expectation of the Client is that the agency will coordinate all efforts regarding the Resort
Branding with KemperSports and the City of Palm Desert.
;•,' KemperSportss
PAGE 2
AGENCY EXPERIENCE
• A minimum of five years experience in golf, travel or the hospitality industry is strongly
preferred. Golf Industry experience is a major benefit to the Client.
• Excellent organizational, communication and time management skills are required.
• Strong experience in Advertising, Media Placement and Graphic Design is required.
• Strong experience in creative graphic design of promotional campaigns and design work
across multiple mediums including collateral, print advertising, and promotional materials
is necessary.
Scope of Services to be Quoted:
1. Maintain branding consistency of all the advertising and collateral materials to
KemperSports and the City of Palm Desert Standards
2. Campaign Descriptions
a. 4 or 5 distinct print ad campaigns
b. One radio ad campaign
c. Possible revision of existing Desert Willow television spot.
d. Catering campaign for weddings, social events and holiday advertising
3. Approximately 20 types of collateral pieces to be revised. The proposed revisions may
include: rack brochure, presentation folder, wedding folder, direct mail piece, rack rate
card, group outing brochure, inserts for catering information, The Golf Academy
brochures, family and junior programs, specialty golf club programs brochures, and
several additional items to be determined according to the Resort's budget
4. As directed, assist in the coordination of all local, regional, and national marketing
efforts with regard to all Clients selected advertising mediums, (golf operations,
catering, weddings, restaurant, golf academy and various special events).
5. Provide concept, design, production, and copywriting services necessary to maintain
and/or improve the quality and appearance of a broad spectrum of marketing materials
generated on behalf of the Desert Willow Golf Resort. To include: creative concept
creation, pricing, copywriting, ad resizing and updating ads, as well as print
coordination, digital photography, photo retouching, and creating and sending PDFs or
electronic files to appropriate vendors.
6. Agency will utilize KemperSports advertising discounts when available on all
advertising placements. No commissions to the agency will be paid by Desert Willow
Golf Resort.
7. Provide estimates on all Agency expenses outside of the scope of the Retainer
Agreement, and ensure that all work performed on behalf of Desert Willow Golf Resort
( including but not limited to printing, photography, copying, shipping, and delivery) be
billed to Desert Willow Golf Resort at net amounts.
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PAGE 3
8. Work closely with Desert Willow's Marketing Team which consists of the Director of
Sales and Marketing, Director of Catering Sales, General Manager, Regional Sales
and Marketing Director of KemperSports, Vice President of Marketing for
KemperSports and the Director of Sales and Marketing City of Palm Desert,.
9. Provide monthly reports summarizing project activities, future planning and
achievements.
10. Manage the calendar of due dates for all marketing activities to insure timely
production and execution of all marketing programs assigned.
11. Attend a monthly meeting with Desert Willow Golf Resort Management to provide
coordination and reporting on all marketing efforts.
12. Provide the Client with media tracking and provide copy of all materials to the Client.
AGENCY SERVICE STANDARDS
1. Excellent customer service and response time.
2. Ability to work well under pressure and meet deadlines.
3. Knowledge of the Coachella Valley tourism industry and the national golf industry.
4. Exceptional planning, communication and organizational skills.
5. Extensive experience with budget management.
6. Experience and expertise of the key personnel working on the account.
7. Experience in advertising measurement and tracking.
PROPOSALREQUIREMENTS
Please submit a proposal inclusive of the details outlined below. Fees for services should be
proposed as a monthly retainer, based on the numbers of hours of services to be provided.
The contract is for a one-year period, with the option of a one year renewal, based on Desert
Willow Golf Resorts' team recommendation. The contract period is December 21 st, 2009
December 20, 2010.
Provide estimates on all Agency expenses outside of the scope of the Retainer Agreement, and
ensure that all work performed on behalf of Desert Willow Golf Resort (including, but not limited
to printing, photography, copying, shipping, and delivery) be billed to Desert Willow Golf Resort
at net amounts.
Enclosed please find a copy of the scope of services and requirements to be provided.
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PAGE 4
The top four finalists selected by Desert Willow Golf Resort will be invited to make formal
presentations on Tuesday, November 24th 2009. After review of proposals, Desert Willow Golf
Resort's Marketing Team will make a recommendation at their sole discretion to Senior
Management, and award the contract upon City Council approval.
DUE DATES:
RFP Issues: October 28, 2009
PROPOSALS DUE TO DESERT WILLOW: November 13, 2009 at 12PM
FORMAL PRESENTATIONS AT DESERT WILLOW: November 24, 2009
CONTRACT WILL BE AWARDED BY: December 11, 2009
(Following City Council Approval on 12/10/09)
No proposals will be accepted beyond the date and time noted above.
PROPOSAL REQUIREMENTS
Bidders are requested to respond to the following sections in a complete but concise manner.
SUMMARY
• Please describe why your firm is interested in this account.
• Describe your understanding of the account.
• Provide the following contact information: Company, Contact, Address, City,
State, Zip, Phone, and E-mail.
• Discuss your technical competencies, certifications, and partnerships.
• Provide information regarding your fees (one time and ongoing), third party
costs, and billing terms.
• Please list any assumptions you have made in reference to this RFP.
EXPERIENCE
Elaborate on the type and nature of your company, including background
information, years in business, other lines of business, areas of operation, and
any other information that relates to your qualifications of delivering the services
identified in this RFP.
Please provide the resumes of the professional and key staff anticipated to be
utilized on the project.
REFERENCES
You must supply with the bid at least three (3) reference accounts (active within
the last two years) in the United States. The reference accounts must have
services similar to those outlined in this RFP. Include the following information for
each reference: Company Name, Business Address, Name and Title of Contact,
Telephone Number, E-Mail Address, and Duration of project. Desert Willow
reserves the right to request or obtain additional information. Desert Willow may,
at its option, contact other known vendor customers for references.
;; KemperSports
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PAGE 5
Vendors are requested to submit four signed copies and one electronic version of fheir
proposal.
Desert Willow Golf Resort reserves the right to award a contract or reject any and all
bids. Bids will be rejected for one or more reasons including, but not limited to 1) Failure
of the vendor to submit their proposal(s) on or before the deadline established by the
issuing office; 2) Failure by the vendor to respond to a requirement for oral or written
clarification, presentation, or demonstration; 3) Failure of the vendor to properly perform,
or complete on time, contracts of a similar nature; 4) Any bidder who is not in a position
to perForm such a contract satisfactorily.
Please send all proposals and presentations to the attention of:
Mr. Bruce Nation
Director of Sales and Marketing
Desert Willow Golf Resort
38-995 Desert Willow Drive,
Palm Desert, California 92260.
For further information, please contact Bruce Nation at 760-346-7060 ext 107 or via email at
bnation@desertwillow.com
RMBN:mtf 10/27/09
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