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HomeMy WebLinkAbout3190; Rancho Santa Fe Road Realignment; Rancho Santa Fe Road Realignment; 2002-10-08Rancho Santa Fe Road North Realignment and Widening Project City of Carlsbad KArz& ASSOCIATES Submitted by Katz & Associates, Inc. October 8, 2002 ^ Public Affairs Katz & Associatf s, Inc. Community Relations 4250 Executive Square, iuiit 670 Issues Management La jolla, CA 920.i7 Tff(83«) 4.52-00,31 Fox (8fiti) 552-8437 October 8,2002 , , w\^w katzaiidaisociates.com Ms. Carrie Loya-Smalley Engineering Department CityofCarlsbad 1635 Faraday Avenue Carlsbad, CA 92008 .y Dear Ms. Smalley: Katz & Associates is pleased to submit this proposal to provide public relations services for the City of Carlsbad's Rancho Santa Fe Road North Realignment and Widening project. We are proud of our association with the City ofCarlsbad, especially the public relations support we have provided for the Rancho Santa Fe Road Widening Project since December 2001. The attached proposal addresses ail of the elements required in the request for *3 proposal, as well as recommended additional communication strategies and H tactics. Katz & Associates proposes a comprehensive approach that will address site-specific issues to ensure that our stakeholders are informed ofthe purpose of, need of and construction activities involved in this important 1^ construction project. The Katz & Associates team is ready and able to "hit the ground running." OLU- excellent existing relationships in the Carlsbad area where people will be # impacted by construction, as well as our in-depth knowledge ofthe project, the City of Carlsbad, and regional media and elected officials, make Katz & — Associates your ideal public relations consultant. W 9 Thank you for your consideration of our proposal. We look forward to 1^ working with you to develop and implement the public relations plan for the ^ Rancho Santa Fe Road North Realignment and Widening project. 9 Sincerely, Sara M. Katz President • m^ Proposal for Public Relations Services for Rancho Santa Fe Road North Realignment and Widening Project No. 3190 HP21 STPL-5308(014) > STPLF-5308{007) 1. Name of the person authorized to negotiate on the ' consultant's behalf. ; Sara M. Katz Katz & Associates, Inc. ' 4250 Executive Square, Suite 670 O San Diego, CA 92037 :j 858-452-0031 x367 > 858-552-8437 fax 3 9 W >mf W^ Proposal for Public Relations Services for Rancho Santa Fe Road North Realignment and Widening 2. An outline of the firm's baclcground, qualifications and ability to perform services required. Include subcontractors to be employed on this project. ) ) Katz & Associates, Inc., is a full-service communication firm specializing in the development and implementation of public affairs programs to support ^ public works and environmental projects. With headquarters in San Diego > and offices in Las Vegas and Sacramento, Katz & Associates offers a diverse ) team of communication professionals with expertise in construction relations. . community relations, consensus building, public and media relations and government relations. ; Sara Katz founded the firm in 1986 after serving on the staffs of former ^ California Governor Pete Wilson and former San Diego Mayor Susan Golding. Katz & Associates has established a successful track record with J such clients as the City of Carlsbad, City of San Diego Water Department, !> Port of San Diego, Metropolitan Transit Development Board, San Diego ;| County Water Authority and a wide variety of other public agencies. • * Each of the firm's skilled professionals is committed to ensuring our clients II consistently receive the highest quality, most reliable and resourceful service. I} The size and structure of our firm is designed to allow us to become an extension of your organization, focusing on strategic, results-oriented solutions to your communication needs. ''4r Our firm has never set out to be the biggest, just the best. We measure our firm's success by our clients' success. We base staff positioning on projects on a careful analysis and criteria including direct experience, demonstrated excellence in complementary areas, and the ability to dedicate full focus and O commitment to the tasks assigned. ' While specific tactics will be described in subsequent sections, there are ® several guiding principles that are inherent to Katz & Associates' overall ® approach to the Rancho Santa Fe Road North Realignment and Widening 1^ project, including: ® • Reaffirm purpose and need # • Manage project impacts ^ • Educate and communicate with the community throughout the project ^ • Rapidly respond to community concerns ^ • Minimize construction impacts Proposal for Public Relations Services for Rancho Santa Fe Road North Realignment and Widening KA1Z& K 1 \1 I S 0 •*m^ 4«K 3. A list of personnel to be employed on the project their relationship to it and their qualifications and experience. Include a description of specific projects similar to this request for proposal and the specific tasks performed by the individuals. Core Katz & Associates Team Principal: Sara IVi. Katz ) Sara Katz will oversee the overall strategic direction of the > project. Sara M. Katz is the founder and owner of Katz & Associates, a full-service communication finn based in San Diego, Calrf., with offices in Las Vegas and t Sacramento. Sara founded Katz & Associates in 1986 after tenures with fonner I Califomia Governor Pete Wilson and San Diego Mayor Susan Golding. With her team of communication professionals, Sara manages community relations, ^ public involvement and public affairs and public relations strategies for her 5 clients. During her 25 years of pubiic affairs experience, Sara has developed a recognized specialty in developing communication programs for govemment entities. During this time, she has served as a strategist for local and federally funded construction relations and water and wastewater programs in Califomia, Nevada, Texas, Georgia, Florida and Sydney, Australia. Sara also has a wealth of experience in coalition building and working with public advisory groups for such issues as land use planning, transportation, education and the environment. ^ Under Sara's supervision, the firm has grown to more than 35 employees while ® maintaining a solid track record of personalized service, the hallmaric of her # boutique-size finn. J A frequent conference speaker and published writer, Sara is past chair of the * American Water Wori<s Association Public Involvement Committee and H currently plays an active role in several industry associations. Sara earned a bachelor's degree in economics with a minor in political science from San Diego State University. She has completed coursewori^ in facilitation and public involvement/process negotiations. Sara Katz has served as principal in charge for City of San Diego Strategic Proposal for Public Relations Services for Rancho Santa Fe Road North Realignment and Widening KATZ& Plan for Water Supply. She worked with the City to develop a public advisory group to oversee and approve the City's plans to upgrade the water system, managed public opinion research, community and media outreach and stakeholder involvement. Outreach activities included speakers' bureaus, tours and briefings to elected officials. Federally funded projects where Sara's role was principal in charge/strategic counsel include: • Lower Colorado River Multiple Species Conservation Program • MTDB Mission Valley East Transit Improvement Program ^ • Trans-Texas Water Program. ^ She also served as principal in charge for City of San Diego's Metropolitan ^ Wastewater Program, a $2.5 billion wastewater and water reclamation program. As principal in charge, Sara supervised on-site public information staff and provided strategic input for the program's public information, community relations and public affairs components. Sara served as principal in charge for the development and completion of \^ projects critical to the operation of the Metropolitan Wastewater Department and the City of San Diego. She charged the design and implementation of a comprehensive community and media outreach program to develop positive irt and enduring relationships within the City, the community, elected officials, III and the media. She worked to coordinate a successful siting of two water reclamation facilities by having community leaders and elected officers buy-in on the goals, objectives and implementation ofthe upgrade and expansion Q program. As a result, community complaints about the construction of the m facilities and miles of pipeline and pump stations were minimized. • She also served as principal in charge for the development and implementation of a public information campaign to educate the public, # government officials and agencies, and the media about the El Paso-Las # Cruces Regional Sustainable Water Project and to increase support for the ,|^ Commission's efforts throughout the region, as well as in Washington, D.C. ® Project Supervisor: Rebecca Cole 9 Rebecca will oversee the operations of this public relations # program. J Rebecca Cole is a senior account supervisor specializing in the development and implementation of award winning public information programs for local ^ government agencies. ^ Rebecca oversees strategic planning and management of public outreach and construction relations for several San Diego-based clients. She currently O Proposal for Public Relations Services for -* Rancho Santa Fe Road North Realignment and Widenii^ ^ is the project supervisor overseeing construction relations for the San Diego ^ County Water Authority's $827 million Emergency Storage Project and the City of San Diego's $773 million Capital Improvements Program. ) Specializing in construction relations, Rebecca also supervises community and media relations for pipeline construction projects for the cities of ^ Escondido, Carisbad and San Diego. She has also produced award winning brochures, newsletters and videos for the Port of San Diego and the San ^ Diego County Water Authority. Before joining Katz & Associates seven years ago, Rebecca worked for a San Diego-based full service public relations and advertising agency managing media relations and special event management for the firm's real estate and non-profit clients. Rebecca graduated from San Diego State University with a Bachelor of Arts degree in English. Project Manager: Kristina Alexanders Kristina will manage the day-to-day operations ofthis public relations program, serving as the single point of contact between Katz & Associates and the City of Carlsbad. Project Manager Kristina Alexanders has managed and implemented public relations activities for the clearing of Rancho Santa Fe Road for the City of Carisbad since December 2001. Successful public relations activities for the project include creation of a community inventory of impacted stakeholders, creation and distribution of construction noticing, managing the project information telephone line and project team communication. Kristina Alexanders brings 11 years of experience in the communication field to this project, specializing in managing the development and execution of media and construction relations programs for government agencies. An experienced writer, Kristina produces publications, brochures and presentations for clients. Kristina is also an experienced Web site architect. She designed a site for the Vista/Carisbad Sewer/Storm Drain Replacement Project for the City of Carisbad. Kristina currently serves as project manager overseeing construction relations for the Black Mountain Road Pipelines Project, part of the City of San Diego Water Department's Capital Improvements Program. This pipeline alignment is in one of the most heavily traveled areas in San Diego. The highly successful public relations program she manages on behalf of Black Mountain includes regular, targeted distribution of newsletters, construction notices, invitations to community meetings and additional outreach to schools and elected officials. She also manages public relations activities for a Proposal for Public Relations Services for Rancho Santa Fe Road North Realignment and Widening variety of Water Department projects. Other client experience includes the Port of San Diego and the Leucadia County Water District. Prior to joining Katz & Associates, Kristina managed the communication and . marketing program for the San Diego READS literacy campaign. She also handled media relations in the health care industry for Scripps Health in San ' ^ Diego and the Medical College of Virginia Hospitals in Richmond — coaching {') spokespersons and working with the local and national media to secure , ^ positive publicity and manage crisis communication. ^ Kristina started her career at NASA Langiey Research Center as a public ll 1 affairs officer where she developed and implemented award winning publicity jf^ campaigns to promote NASA throughout the nation. ^ Kristina received a Bachelor of Arts degree in communication from East i D Carolina University and has received numerous awards for her work, Ij 5 including the NASA Achievement Award and the Award of Excellence for ^ Government Public Affairs. ^ Assistant Project Manager: Rashee Rohatgi O Rashee wiU coordinate day-to-day public relations tactics and ; ^ initiatives for the project. Rashee Rohatgi specializes in construction relations, public involvement and ^" information projects, environmental communications, and community and C media relations. Rashee currently manages the award-winning community outreach program 12, for the Vista/Carisbad Sewer/Storm Drain Replacement Project. In addition to coordinating a community open house, she meets the project goal of educating the community about the project and its impacts through a variety of techniques. These include writing regular newsletters, writing and distributing news releases to announce project milestones, developing PowerPoint presentations for periodic council updates and launching and updating the Web site for efficient information dissemination. The project newsletter was recently awarded the Public Relations Society of America's 2002 Bronze Edward L. Bernays Award of Merit. Rashee was integrally involved with the efforts of the City Wide Canyon Sewer Maintenance Task Force, a group comprising community and environmental organizations. The Task Force made recommendations to the Natural Resources and Culture Committee on alternative approaches to maintaining sewer infrastructure in canyon habitats. Rashee assisted with the community meetings, development and presentation ofthe group's final report and ensured the smooth flow of communication between all involved entities. Proposal for Public Relations Services for Rancho Santa Fe Road North Realignment and Widening She earned her Bachelor of Business Studies degree from the University of Delhi and then worked at a multinational communication firm, Rediffusion - Denstu, Young & Rubicam. Subsequently, she acquired a Master of Arts degree in communication, with a specialization in pubiic affairs and issues management, from Purdue University. i ) n i) o o o ::) •*l*' m m m Proposal for Public Relations Services for Rancho Santa Fe Road North Realignment and Widening > 4. An overview of the company's public relations services ) including locally available facilities and staff. Include a ^ Statement of Qualifications for each staff member that may ^ provide services on this project. Include previous experience 1^ on federally funded local assistance projects and any 1^ applicable certifications. The Katz & Associates team for this project is experienced at handling I ^ construction relations in one of the most impacted communities in the county I ^ - the City of Carisbad. All work for this project will be performed in our home 1^ office in San Diego. The size and structure of our firm offers clients the flexibility they need to achieve their communication objectives with superior ' ^ results in a cost-effective manner. The account team selected for the City of Q Carisbad was selected because of its availability to meet and exceed the ^ City's need for dedicated and efficient public relations consultants, as well as personal construction relations expertise and experience on similar projects. We have state-of-the-art computer equipment, time and billing systems, superior grade graphic design resources and Web management services. Katz & Associates has designed public relations programs for public agencies nationwide. We specialize in one thing: community relations for government agencies. Our programs have been adopted by - and are stili be used by - current and former clients. Katz & Associates is experienced in designing and implementing a variety of public relations programs for clients like and including the City of Carisbad. In doing this, Katz & Associates offers the w following areas of expertise and service: .41%. Construction Relations • Coalition Management Community Relations • Focus Group Management Public/Media Relations • Environmental Review Media and Speakers Services Training • Crisis Communication Public Affairs • Special Events Government Relations Management Stakeholder Research See #3 for statement of qualifications for staff. Following are case studies featuring federally funded local assistance projects: Proposal for Public Relations Services for Rancho Santa Fe Road North Reahgnment and Widening CALFED BAY-DELTA PROGRAM California Resources Agency/U.S. Bureau of Reclamation SITUATION The CALFED Bay-Delta Program was initiated in 1995 by then Govemor Pete Wilson and the Clinton Administration, to address environmental and water management problems associated with the Bay-Delta system, an intricate web of waterways created at the junction ofthe San Francisco Bay and the Sacramento and San Joaquin rivers and the watershed that feeds them. The conflicts in the Bay- Delta system are arguably the most contentious in the history of natural resources man ge^^^^^^^ Efforts over the past 30 years to address these problems mdividually have S leadmg to the conclusion that if the Bay-Delta system is to survive, there must be a consensus-based solution. olldlp an^d implement a public awareness and involvement program that allows stakeholders throughout Cahfomia to participate in the development of an eqmtable Bay- Delta solution. TACTICS • Provided full-time on-site public outreach services. . LL ged a workmg group of 34 agency and stakeholder pubhc a fatrs representaPves. . Workfd w,th the federally chartered Bay-Delta Advisoiy Councd to enable members to effectively dissemmate information about the Program. . Developed informational matenals tailored to various audiences, mcludmg translatmg technical documents into lay language. fi^.„ju, fnrmut . Assisted with redesign of a Web site for thc Program w.th a user-fr.endly format. . Planned and executeTpublic meetmgs and open house events throughout Cahfom.a to solicit input and inform the public about the Program's progress. . , . otelopTd public presentations smtable for vanous audiences. Recruited and trained . Eed rSotcal and nationals releases, one-on-one in depth interviews, media site tours and media events. . Designed and implemented a statewide talk radio booking program. . Managed a database of more than 10,000 interested individuals. ^hfprSam, which received praise from Presidem Bill Clinton Governor Pete Wilson and Sccr^tar^ ofthe U.S. Department ofthe hiterior Bmce Babbitt, has entered the implementation phase. , katzandassociates.com REFERENCES Lester Snow, former executive director, (916) 329-9199 Jenmfer Persike-Beck^ director of commumcation, Association ofCalifornia Water Agencies, (916) 441-4545 LOWER COLORADO RIVER MULTIPLE SPECIES CONSERVATION PROGRAM Ogden Environmental Services SITUATION The Lower Colorado River Multi-Species Conservation Program is a cooperative effort involving agencies from Arizona, Califomia and Nevada, the U.S. Department ofthe Interior, Native American tribes and environmental organizations. The focus of the LCR MSCP is to work toward the conservation oflisted and selected unhsted — species and their habitats while optimizing opportunity for current and future water and power development in the region. SSop^a public outreach program that would identify and involve stakeholders and educate the general public and media in the tn-state region ofCalifornia, Nevada and Arizona. Re's^rched and analyzed public outreach and stakeholder involvement programs surrounding similar habitat conservation and Section 7 comphance efforts. . Conducted stakeholder interviews and summanzed the results. . Conducted regional focus groups to identify issues of concem to stakeholders. . Developed a database of all project stakeholders and interested partes. • Developed project-related educational matenals. ,ff„rt« . Worked with participating agencies and uulities to coordinate public ^ducat on tos. . Scheduled and conducted presentations or briefings for state, federal and local elected . Sd' :«:::;^:3uding media bnefings, tours, editorial board meetmgs, . Z^Z :o SSe" elected leaders, the media and interested parties. • Established and monitored a project information hotline. • Scheduled public meetings/workshops in major regions ofthe planning area. • Wrote and coordinated placement of template articles. . Worked with environmental consultants to plan and conduct public workshops and scoping meetings surrounding NEPA and project documentation. m elated leader and media outreach were favorable, resulting in a general awareness on the part ofthe region's elected leaders and articles in national trade publications. Frfd ™ey. contract manager, Colorado R.ver Board ofCalifornia, (818) 543-4676 :katzandassociates.com chris Harris, work group member, Arizona Department of Water Resources, Sl^^^^^^^^ subcommittee chair, Colorado River Commission of Nevada, (702) 486-2670 MISSION VALLEY EAST TRANSIT IMPROVEMENT PROJECT Metropolitan Transit Development Board SITUATION The Metropolitan Transit Development Board proposed a transit improvement project for the eastem portion ofthe Mission Valley area. The objective of the project was to close an existing gap between an east and west trolley line, and to provide services to the San Diego State University campus, one ofthe most popular destinations in the San Diego region. The project included analysis of various transit altematives, including light rail (trolley) or improved bus service. While members of the Mission Valley community welcomed improvement in the public transportation system in their community, they voiced concems over the potential impacts that associated with either the bus or rail options. might be STRATEGY . To create a public participation program that would provide an opportunity for residential, business and institutional leaders ofthe Mission Valley East community to work with MTDB staff throughout the project planning process. TACTICS • Established project advisory committees, consisting of community, business and institutional leaders. • Hosted community open houses. Created displays, models, charts, maps and plans. • Coordinated presentations for civic and community planning organizations. • Coordinated route alignment tours. • Developed and distributed informational materials about the project, including tact sheets, newsletters and annual summary reports of the public participation process. • Interfaced with elected officials in the Mission Valley East corridor. • Worked with local reporters covering transportation issues. • Staffed community booths to disseminate project information to interested parties. RESULTS The Final Environmental Impact Statement was released m summer 1998. Constmction began in November 2000. The public participation component ofthe project assisted the MTDB staff in planning a transportation system that best meets the needs ofthe community. REFERENCES Toni Bates, senior transportation planner, MTDB, (619) 557-4538 Honorable James Mills, former chairman, MTDB, (619) 231-1466 katzandassociates.com TRANS-TEXAS WATER PROGRAM, WEST CENTRAL STUDY REGION San Antonio River Authority SITUATION The Trans-Texas Water Program is a statewide water resource planning process to identify and evaluate water resources and demands throughout the state. The Program divided the state into three regions to form a cooperative effort among Texas' local, regional and state water resource agencies to collectively address water challenges in each region. The West Central Study Region is composed of 33 counties in the San Antonio/Austin region of Texas. The goal of the region is to identify the most cost-effective and environmentally sensitive strategies for meeting the current and future needs of the entire study area. STRATEGY Invite the public to participate in the evolution of the decision-making process. TACTICS Provided strategic guidance in the area of Integrated Resource Planning to help design an integrated and comprehensive outreach strategy. Participated in inter-agency training workshop to familiarize participating agency representatives with the process and to initiate the regional cooperative effort. Assisted in the development of a survey instmment to test the public opinion regarding water and other related issues. Assisted in designing a grass-roots community relations effort to obtain qualitative feedback from area residents regarding water issues. Worked to design the public participation framework that will be utilized to involve the various communities throughout the 33 counties in the study region in the evaluation of the potential water resource options that are available in this area. RESULTS Our team is nearing completion of the research phase of the public participation program and is gearing up to embark upon a full-scale public outreach effort to involve the public in the decision-making process. REFERENCES Steve Rabbe, chief of the engineering division, San Antonio River Authority, (210) 227-1373 Robert Aguirre, president, Robert Aguirre Consultants, (210) 299-1171 '.katzandassociates.com s 5. An outline of proposed approach to the project including a ) work plan and schedule required accomplishing it. Please address the Scope of Work as presented but include other approaches, items or considerations you feel are warranted. 1^ Project Description ' The City ofCarisbad will be constructing Rancho Santa Fe Road to full width V) Prime Arterial standards beginning the first quarter of 2003. The project limits 1) are Rancho Santa Fe Road from approximately 800 feet south of La Costa Avenue to approximately 400 feet north of Melrose Drive. The duration of the project will be approximately 30 months. The construction cost is estimated ^ at $32,000,000. i ) Q Rancho Santa Fe Road is to be graded to the full width right-of-way of 126 feet. Improvements will consists of media curbs, six 12-foot travel lands, two t) 8-foot shoulder/bike lanes, drainage facilities, sewer mains, potable and O recycled water mains, relocation of two existing water transmission mains, #^ traffic signals, signing and striping. The project includes an estimated 820,000 cubic yards of excavation, mostly consisting of rock requiring blasting, processing, and subsequently re-graded as fill material. The project also includes demolition ofthe existing bridge between Melrose Drive and San Elijo Road and replacing it with a double 375-foot span reinforced concrete bridge. Project Approach - Public Outreach Our approach to carrying out the scope of work will be to serve as an extension of your team, providing the skills and resources you need to meet the public relations services goals for the City of Carisbad Rancho Santa Fe Road North Realignment and Widening project. Katz & Associates will do this by: • Providing a single point of contact who will coordinate strategy, planning and resources. " Working with the project team to establish priorities, deadlines, tracking mechanisms and measurement tools. • Remaining flexible to respond to unforeseen challenges and opportunities. • Build upon established relationships with the City of Carlsbad stakeholders to further the City's public relations goals. Proposal for Public Relations Services for Rancho Santa Fe Road North Realignment and Widening Following are specific approaches Katz & Associates will use to provide provide public information services and support to the Carisbad Municipal Water District and the City of Carisbad. Tasks shall include the following: 1. Media Relations/News Releases: / Communicating to key stakeholders, including residents, property ^ ^ owners, business owners and commuters through the news media is i an important part of a well-rounded public relations effort. Katz & Associates is well versed in developing education and outreach ' materials for clients, including the City of Carisbad, such as news releases, fact sheets, media advisories, newsletters, background I1> pieces and brochures electronically and in print. To complement these f ^ capabilities, we use our research and network expertise to ensure information is distributed to the right target audiences using the best, most cost-effective methods. ^The distribution of photo news releases to highlight construction £v projects is particulariy useful in projects like this one. Distribution of photographs, project maps and project update information is regulariy O published in community newspapers for several Katz & Associates 1$ clients. Katz & Associates would regulariy communicate with the 0 following news media forthis project: • The Carisbad News ':Z • The Coastal Sun - • KDCI Headline News r' • Coast News • KCEO-AM • KFSD-FM • KSPA-AM Our veteran media relations team is skilled at developing a framework for education and information dissemination to the media and the public, with the overall goal of improving knowledge ofthe Rancho Santa Fe Road Constnjction Project. This includes news releases (both electronically and in print) regarding meetings, project construction elements, environmental concerns, traffic control, and other issues related to the project. Publicity will be sought through traditional news media and through homeowners' association newsletters and similar publications distributed in area. Among messages communicated to the public via the news media will include where additional project infonnation is available, including the Internet, newsletters, constnjction notices and at community meetings. Proposal for Public Relations Services for Rancho Santa Fe Road North Realignment and Widening 2. Contract Specifications Assistance: Katz & Associates will provide the valuable service of offering strategy for getting the best "bang for the buck" for outreach activities by attend- ing coordination meetings with City staff to review contract requirements for public relations during construction. This task also will inctude specifications review with respect to public/media relations during constnjction. ; ) 3. Public Uaison: Katz & Associates is currently acting as liaison between the City and ' ^ the community to answer public inquiries and to respond to * ^ complaints/concems for this project. We are in tune with the community in this heavily impacted area in the City of Carisbad. Katz ^ & Associates also serves as public liaison for public construction projects every day throughout San Diego County. We are the experts at managing and creating useful communication vehicles such as a i:) Web sites, information lines, stakeholder interviews, community , . V meetings, information dissemination and communication with impacted stakeholders on a regular basis. Our team will continue to build the O foundation of community interaction that allows us to serve as Q community liaisons and accurately and promptly respond to stakeholders. Among liaison responsibilities are: development and maintenance of a project Web site, operation and maintenance of a 24 hour hotline, documenting complaints/concerns in a City approved format, and fonwarding such forms to the Project Manager weekly. ...my "fliii' «i(ii' Web site: Among one of the most asked questions to the current Rancho Santa Fe Road Project information line is: Can I find more information on the Internet about this project? Already knowing what the community is asking for will be extremely helpful when creating the Web site. Katz & Associates will create and maintain a user-friendly Web environment with important information that «^ residents and business owners are asking for, including construction schedules, project maps, hotline information, community meeting announcements, construction notices, newsletters and news releases. We also know that the Web site can serve as a valuable tool for two-way communication between the City and the community. Katz & Associates designed and currently manages the Web site for the Vista /Carisbad Sewer Storm Drain Replacement Project (http://ci.carisbad.ca.us/cserv/vcsproj1.html). Hotline: Katz & Associates will continue to manage and monitor a project information telephone line. All inquiries will be documented and, if necessary, referred to the appropriate team member for follow up. Project Manager Kristina Alexanders has handled Proposal for Public Relations Services for Rancho Santa Fe Road North Reahgnment and Widening information line calls from the community on this project since December 2001 and is able to anticipate community questions and concerns regarding the Rancho Santa Fe Road North Realignment and Widening Project. Kristina already knows the project, the questions asked by the community and additional information the community is seeking about the project. •< ^ 4. Contact/Mailing Ust: Katz & Associates will build on the community interest list already created for this project, and seek out additional community groups, ^ residents, businesses and other interested and affected organizations f) or parties, including alt residents within a 500-foot radius of Rancho ^ Santa Fe Road. ^ 5. Communitv Meetings: II) Katz & Associates will actively participate in meetings with the City's f project team, consultants and contractors. Listening to the community and maintaining open lines of communication is key to a successful outreach program. To better understand the concerns of the 115 community, Katz & Associates will coordinate meetings with affected 11^ businesses, HOAs, community groups and other peopie or organizations that may be disrupted by construction activities. Katz & Associates will prepare meeting notification materials and public meeting presentation materials. The following organizations may be included in a schedule of community meetings to educate communities about this project: J.K' mtt' • Carisbad Chamber of Commerce • Carisbad Rotary clubs and other civic organizations • North County Chambers Association • La Costa Hills Homeowner's Association • Valencia Homeowners Association 6. Newsletter: Katz & Associates will produce and distribute bi-monthly or quarteriy w newsletters to inform local business owners, residents, and others in 2 the affected area about the project progress and projected traffic ^ impacts through each phase of construction. Katz & Associates has an in-depth knowledge of information the community has received, as 0 we have sent notices to this community regarding this project. In H addition, we will prepare project-related publications including newsletters, brochures and project update fliers. • Proposal for Public Relations Services for Rancho Santa Fe Road North Realignment and Widening KA77& \NM. K I \ M N 4l / 7. Construction Notices: Our fast and reliable team wiil distribute information materials, such as construction notices, on short notice. Effective ways to deliver urgent and important information are through 30- and seven-day notices and door hangers, each which can be efficiently delivered on short notice to a broad-based area, whether by mail or by door-to-door delivery, and ^' ^ with careful attention to detail. Notices will include specific information 11 about the construction in the area, as well as standard information I ^ about the project and the City. Notices will also include a contact name, phone number and e-mail address. II 8. News Releases: We understand that with a project affecting so many people, it is important to establish a positive relationship with the media. It will be *^ important to regulariy provide local media with news releases, maps il; and photographs as appropriate to help communicate information IJ ^ about the project to the community. ® 9. Communications: ft Community relations for public works projects is Katz & Associates' 1^ signature discipline. It's what we do every day. We are experts at ^ monitoring perceptions of various groups; providing opportunities for two-way communication; and improving communication to all groups, • when and where possible. Working with the communities at the ^ grassroots level will help deliver our messages. Effective public m^ involvement takes close coordination and a solid understanding of how T' local groups operate. We will participate in and/or maintain dialog with ® established community group meetings and monitor perceptions of f]k various groups, provide opportunities for two-way communication and ^ improve communication with all groups. ® 10. Pre-Construction and Construction Meetina(s): 9 We will provide strategic council at pre-construction and construction ^ meeting(s) with the City and construction contractor representatives. ® 11. Progress Reports: O Katz & Associates will submit monthly activity summaries outlining H upcoming activities and summarizing completed activities. ^ 12. Public Relations Consultation: 9 Katz & Associates will pertorm miscellaneous public information ^ consultation throughout the year with City Staff. Areas may include ^ developing public relations strategies, identifying target audiences, assisting with multi-media presentations, emergent situations and ^ identification of construction mitigation activities. ^ Proposal for Public Relations Services for Rancho Santa Fe Road North Realignment and Widening 'mm' Month 1 2 3 Media Relations/Press Releases Contract Specifications Assistance Public Liaison - Web site Public Liaison - Hotline Contact/Mailing List Community Meetings Newsletter Construction Notices Press Releases Communications Pre-Const. and Const. Meetings Progress Reports Public Relations Consultant Optional Month 1 2 3 Pocket Brochure Presentation Crisis Communications Project Schedule January 2003 - June 2004 5 6 9 10 11 12 13 14 15 16 17 li ongoing (daily) as needed ongoing ongoing ongoing (monthly) ongoing develop maintenance 12 13 14 15 16 17 11 Media Relations/Press Releases Contract Specifications Assistance Public Liaison - Web site Public Liaison - Hotline Contact/Mailing List Community Meetings Newsletter Construction Notices Press Releases Communications Pre-Const. and Const. Meetings Progress Reports Public Relations Consultant 9 2 Project Schedule July 2004 - December 2005 25 26 27 28 29 30 31 32 33 34 35 36 ongoing as needed maintenance ongoing (daily) as needed ongoing ongoing ongoing (monthly) ongoing Katz & Associates also recommends... } ) 1. We recommend providing contractors with pocket brochures to J distribute to passersby, curious residents and the general public who request information about the project. The brochures are designed to * ^ underscore purpose and need, detail current milestones and contain the ' > project information line number and Web site address for the project. Full A of information, it literally fits in your pocket! We find these pocket cards useful for passersby, and contractors tell us quickly handing the cards out ^ ^ keeps traffic moving more quickly as well. ) 2. We recommend preparation of a presentation. Once a speaking engagement is scheduled, it is important that all presentation materials appropriately reflect the audience they are intended for. Katz & ) Associates can translate technical jargon into lay terms, incorporate ; graphics and photography to illustrate the project. We also work with core presenters to develop professional, polished and user-friendly materials ^ that effectively communicate the project's purpose and need, provide current information and reaffirms key messages. imm. 3. We recommend preparation for a crisis. Since it's better to be safe (and prepared) than sorry, Katz & Associates could develop a crisis communication plan of action to support the City of Carisbad. 4. We recommend communication to elected officials. Regular communication regarding project plans, construction impacts and community outreach would play an important role in the success of a public relations program for the City of Carisbad. A 5. We recommend speakers training. Our firm is experienced in ^ committee formation and in designing other innovative ways to reach a • specific community. We also recommend and offer speakers training and 9 work with members ofthe project team to prepare group presentations ^ designed to educate and build consensus. Proposal for Public Relations Services for Rancho Santa Fe Road North Realignment and Widening \NNt K ! Ml N 6. A brief outline of the firm's current workload, staffing and ability to provide a timely submittal. The Katz & Associates team assigned to this project has the expertise and time available to handle the proposed scope of work. In addition, Katz & Associates employs a highly skilled team of 35 associates. 9 Proposal for Public Relations Services for 0 Rancho Santa Fe Road North Realignment and Widening KAT7& A^Nt H I.M 1 s .5 3 7. The required DBE information shall be submitted on the DBE Participation Exhibit 15-G or Good Faith Effort documentation attached to these instructions. Katz & Associates Intends to provide public information and outreach services for this project and is prepared to furnish the necessary personnel to accomplish the anticipated work. In addition we have assembled a group of vendors, most of whom are disadvantaged business enterprises, to provide all ofthe required ancillary services and products associated with this procurement, including translation, printing, and advertising services. Katz & Associates regulariy partners with the following certified DBE vendors: Diego & Sons - Printing 2104 National Avenue San Diego, CA 92113 (619) 233-5373 DBE-Caltrans and City of San Diego Transcend Translation 2043 Anderson Road, Suite C Davis, CA 95616-0672 CA Certified Small Business(0012648) (530) 756-5834 Certified WBE for CA PUC Robert Ingrahm - Promotional items 132 N El Camino Real Encinitas, CA 92024 (888) 696-4676 DVBE - Caltrans Transperfect Translations 6640 Lusk Blvd., Suite 207 San Diego, CA 92121 Certificate pending (WBE) (858) 622-9900 Proposal for Public Relations Services for Rancho Santa Fe Road North Realignment and Widening KAT7& ; 8. Identify the firm's experience in providing public information ) services to similar agencies. Information required to verify > experience shall include the following: ) ) a. Name of client. b. Name and telephone number of reference. * c. Name of Project Manager. 5 d. Name of project. We have worked hard to earn our clients' confidence and endorsement, and ' we encourage you to contact our references. What better way to measure 9 our effectiveness? !* Following are case studies exhibiting our firm's experience providing public information services to similar agencies. I*, Proposal for Public Relations Services for Rancho Santa Fe Road North Realignment and Widening KAT7& VISTA/CARLSBAD SEWER/STORM DRAIN REPLACEMENT PROJECT City of Carlsbad Public Works Department SITUATION In April 2001, the City of Carlsbad started an 18- month project for installing and upgrading sewer pipelines and storm drains in the Carlsbad downtown area and in South Carlsbad Village. Once completed, the new infrastmcture will help maintain a high-quality, reliable wastewater system, protect the environment and water quality, and reduce seasonal flooding in the downtown Carlsbad area. To mitigate impacts to significant portions of the project, the City is utilizing a state-of-the-art technology called microtunneling which allows much of the constmction work to be performed underground and out-of-sight. It was decided that a proactive public information program would be launched to educate the community about the project and its impacts, to provide traffic bulletins and to serve as a prototype for public involvement for fuUire public works projects. STRATEGY To implement a tiered public information program tailored to reflect the various activities ofthe pre-constmction and constmction phases and to provide timely and useful project information. TACTICS • Hosted an open house to provide residents and businesses the opportunity to Ieam about the project and its expected impacts and speak with the project team. • Established multiple communication platforms to disseminate project information to the community through media that best suit their needs 1) a toll-free project information line that allows for two-way communication between community members and the project team; 2) monthly project newsletters distributed to over 7,000 residents and businesses; 3) a project Web site that provides traffic bulletins and other project information. • Identified and utilized opportunities for media coverage. • Distributed door hangers to affected parties in advance of particular constmction activities. • Coordinated regular interface with local community and business groups. • Provided regular briefings to elected officials and staff about project issues and progress. • Provided local merchants with signs as needed when traffic control pattems unreasonably affect their businesses. RESULTS The pre-constmction phase ofthe project has been completed and the constmction phase is under way. Implementation ofthe strategic communication plan described above has enabled the project team to keep the community informed about project activities and impacts throughout the project. REFERENCES Mark Sullivan, Constmction Manager, PBS&J, (760) 720-1014 Grant Eklund, Constmction Manager, City of Carisbad, (760) 602-2780 Rebecca Cole, project supervisor, Katz & Associates, (858) 452-0031 x 355 Rashee Rohatgi, project manager, Katz & Associates, (858) 452-0031 x 350 katzandassociates.com EMERGENCY WATER STORAGE PROJECT DEVELOPMENT San Diego County Water Authority SITUATION The Emergency Storage Project was originally launched in the early 1980s. After the project fell under heavy community and media criticism for pursuing only one site and for limiting community outreach, the Water Authority decided to put the project on hold. In 1992, it began the process again with a renewed outlook on the importance of community and media relations. TACTICS Developed all project informational materials, including a video and a slide show. Planned and implemented a large-scale speakers bureau program. Coordinated several speaker training workshops for the Authority's board of directors. Installed and managed a 24-hour project hotline to respond to all inquiries. Conducted a public opinion survey to determine attitudes toward the project. Conducted an extensive stakeholders analysis. Developed and implemented regular media outreach. Established and managed an Emergency Storage Working Committee. Conducted regular updates to the Authority's board of directors and elected officials. Coordinated project open houses and site tours. Developed and maintained an extensive project mailing list. Assisted in planning and conducting meetings with member agencies. Distributed materials to libraries, city offices and other community outlets. Coordinated all public forums and meetings for release of DEBR/EIS and FEER/EIS. RESULTS Several individuals who led the criticism of the project in the 1980s now support the project. The Project received environmentalist certification and is currently under construction. AWARDS • Mark of Excellence, Continuing Public Relations Project, PR Club of San Diego, 1995 • PRSA Bemays Award, Ongoing Campaign/Govemment, Public Relations Society of America, 1994 • NAPEC Excellence Award Communication Program, Public Sector, 1994 REFERENCES katzandassociates.com Kenneth Steele, project manager/senior engineer, San Diego County Water Authority, (858) 522-6845 Sara Katz, principal in charge, Katz & Associates, (858) 452-0031 x 367 Rebecca Cole, project manager, Katz & Associates. (858) 452-0031 x 355 BLACK MOUNTAIN ROAD PIPELINES PROJECT City of San Diego Water Department, Capital Improvements Program SITUATION The Black Mountain Road Pipelines Project is one ofthe first design-build projects in the nation and for the City of San Diego. The project consists of two pipelines - a drinking water pipeline and a reclaimed water pipeline. The current drinking water pipeline servicing the area was built in 1964 and has reached its capacity. The new pipeline will serve as a backup to the existing Rancho Bemardo Pipeline No. I. The reclaimed water pipeline will help fulfill San Diego's rapidly growing water needs by offering a cost-efficient and continuous supply of reclaimed water for industrial purposes. The new pipelines are being installed concurrently to minimize constmction impacts to the communities of Scripps Ranch, Mira Mesa and Rancho Penasquitos. STRATEGY Design and implement a strategic communications campaign to educate and inform stakeholders and concemed citizens regarding the constmction ofthe Black Mountain Road Pipelines. Establish strong two-way communication between the Water Department and key stakeholders, providing detailed, timely information to residents regarding constmction impacts and status, and encouraging community feedback and inquiries about the project. TACTICS • Develop project informational materials including newsletters and notices • histall and manage a project telephone information line to respond to all inquiries on the project. • Develop and implement regular media outreach activities for community newspapers. • Hold numerous community and one-on-one meetings to provide updates to community members, businesses and schools to solicit feedback and answer questions. • Regulariy inform elected officials of constmction plans and outreach activities RESULTS Katz & Associates has completed a series of 20 community meetings since November 2001, incorporating input from the community into the project design as a result. The community relations efforts on behalf of this project so far have reached more than 30,000 community members to be impacted by this project. The outreach activities for this project continue to receive positive support from residents, businesses, elected officials and the Water Department. REFERENCES !katzandassociates.com Wendy Hovland-Henry, City of San Diego Water Department, Capital Improvements Program (619) 533-4669 Rebecca Cole, project supervisor, Katz & Associates, (858) 452-0031 x 355 Kristina Alexanders, project manager, Katz & Associates, (858 452-0031 x 313 CAPITAL IMPROVEMENTS PROGRAM City of San Diego/Parsons Engineering SITUATION In August 1997, the San Diego City Council approved a series of water rate increases to support a multi- million dollar capital improvements program to repair, replace and upgrade the City's water infrastmcture. Shortly after the rate increase was approved, the Water Department formed its Capital Improvements Program to begin the repairs, upgrades and expansions spelled-out in the Strategic Plan for Water Supply. This Citywide program involves installing large diameter pipelines, demolishing older facilities, building completely new facilities and improving existing facilities - many in dense residential neighborhoods. Major constmction projects in residential areas can be very dismpting to daily life. Traditionally city govemments have a poor reputation for not being forthcoming with information and accessible to the public - the Water Department wanted to take a different approach. katzand associ ates.com STRATEGY To create outreach programs to accompany every stage of constmction for projects in the Capital Improvement Program. To provide public outreach specialists on-site alongside Water Department employees to be a resource for the City, to manage the outreach program and be ambassadors to the community. Onsite practitioners are supported by an offsite project team at the Katz & Associates local office. TACTICS • Work with City engineers and project management from the project design phase through constmction to ensure the City is attentive to community needs. • Plan, promote and implement special events such as groundbreakings, ribbon-cuttings and dedication ceremonies. • Develop collateral materials such as project fact sheets, a CIP Web site, brochures, maps, slide shows and videos. • Schedule, prepare materials for and attend presentations to community groups and briefings for elected officials. • Establish and monitor a public information line as a vehicle for identifying and responding to community concems. • Promote the success of the CIP through local and tt-ade media. • Research, develop and manage stakeholder advisory groups. • Provide regular updates to elected officials. RESULTS A mechanism for facilitating public dialogue has been implemented and community concems are being handled efficiently and quickly. Media interest in the program has been high and elected officials have shown great interest in and support for the Capital Improvements Program. REFERENCES Marsi Steirer, deputy director, San Diego Water Department, (619) 533-4112 Rebecca Cole, project supervisor, Katz & Associates, (858) 452-0031 x 355 Kristina Alexanders, project manager (special projects), Katz & Associates, (858) 452-0031 x 313 WATER RECYCLING AND WASTEWATER DISPOSAL PROGRAM Hale Avenue Resource Recovery Facility, City of Escondido SITUATION The City of Escondido is committed to providing a safe and reliable water supply for its community. Securing and increasing local water sources is an important objective ofthe City's overall water management plans. The development of recycled water is one ofthe programs recently implemented by the City to help supplement local water supplies. Upgrades for tertiary tt-eattnent facilities at the Hale Avenue Resource Recovery Facility allow the plant to produce recycled water. Twenty-five miles of pipeline and a two-million gallon storage reservoir were built and are used to store and disttibute the recycled water for industrial and irrigation purposes and help protect the local economy from potential water shortages. STRATEGY To inform Escondido residents and stakeholders of the project's purpose and need, and to address their potential concems regarding cost, environmental impacts and constiuction impacts. TACTICS • Developed a comprehensive database of impacted stakeholders. • Conducted community open houses to discuss project details and gain feedback. • Established and monitored an in-house project information line. • Coordinated mitigation measures including window washing for nearby residents, car washes and additional stieet sweeping. • Developed and distiibuted collateral materials including update mailers, informational boards, hotline cards and doorhangers to provide project statias information to neighboring areas. • Acted as a liaison between community and constiuction team to address residential concems. RESULTS The project is complete and distiibuting recycled water to the City's customers. Individuals reported positive feedback throughout the public information process. REFERENCES Neil Greenwood, project manager. City of Escondido, (760) 839-4078 Rebecca Cole, project supervisor, Katz & Associates, (858) 452-0031 x 355 katzandassociates.com CONSTRUCTION RELATIONS Nevada Department of Transportation SITUATION Las Vegas is the fastest growing city in the country and faced with the challenge of meeting the highway tiavel needs of thousands of commuters on a daily basis. As part of Nevada's plan to accommodate the high volume of ti'affic, the Nevada Department of Transportation presented a plan to widen U.S. 95 from the Rainbow curve to Craig Road and reconstiaict the bridges at Valley View Boulevard, Decatur Boulevard and Torrey Pines Drive. This improvement allows for future high occupancy vehicle lanes and ramp meters. The improvements include sound walls adjacent to residential areas as well as signing, lighting, stiiping and associated drainage improvements. STRATEGY To assist the Nevada Department ofTransportation in developing and implementing a community relations program for consti^ction-related issues along U.S. 95 and to receive input on the design features and constiuction mitigation measures. TACTICS • Coordinated public information meetings for residents and businesses to Ieam about the project and provide feedback to the project team. • Wrote, produced and distiibuted notification materials including mailers, print advertisements, meeting handouts and door hangers used for residents and businesses impacted by constmction. • Coordinated media outieach including writing news releases and responding to inquiries. • Coordinated one-on-one meetings with homeowner associations and apartinent complex tenants in constiaiction-impacted areas to solicit feedback and address concems. • Developed and maintained a database of interested parties. RESULTS All public information meetings have been completed. Through continuing outieach efforts, the Nevada Department ofTransportation has informed the public about future constiuction initiatives and received pertinent feedback from the public, which will be used in the constmction process. REFERENCES Genichi Kanow, project manager, Nevada Department ofTransportation, (775) David Potter, director, Nevada Operations, Sverdmp Civil, hic, (702) 870-2130 James Caviola, area manager. Parsons Transportation Group, (702) 435-2116 Sara Katz, project manager, Katz & Associates, (858) 452-0031 x367 -7319 .katzandassociates.com ^ 9. Description of services provided by firm. All information ) supplied by the proposer will be subject to verification by the 1 City. 1 Katz & Associates has designed public relations programs for public agencies nationwide. We specialize in one thing: community relations for government ^ agencies. Katz & Associates Is experienced in designing and implementing a > variety of public relations programs to support construction projects. In doing J this, Katz & Associates offers the following areas of expertise and service: 1^ • Constmction Relations • Coalition Management ^ • Community Relations • Focus Group Management ^ • Public/Media Relations • Environmental Review • Media and Speakers Services i# Training • Crisis Communication # • Public Affairs • Special Events iljH • Government Relations Management Z. • stakeholder Research • Image Development ,'i\m, -••>m' 9 Proposal for Public Relations Services for Rancho Santa Fe Road North Realignment and Widening KAT7& A^M K I'M I S •1^ 1 10. Summary of Approach Our management approach to carrying out the scope of work will be to serve ' ^ as an extension of your team, providing the skills and resources you need to ' > meet the public relations services goals for the City of Carisbad Rancho , Santa Fe Road North Realignment and Widening project. Katz & Associates ^ will do this by: > • Providing a single point of contact who will coordinate strategy, ! 1 planning and resources. • Woricing with the project team to establish priorities, deadlines, tracking mechanisms and measurement tools. ' ^ • Remaining flexible in order to respond to unforeseen challenges and 1") opportunities. ^ • Using established relationships with the City of Carisbad stakeholders ' * to further the City's public relations goals. *^ & Katz & Associates will serve as the public relations liaison for all aspects of ^ this project. A variety of community outreach tactics will be employed to continually update and inform stakeholders of upcoming construction ^ activities. Please see section #5 for specific tactics. It will also be necessary to meet ^ regulariy with the project team to better understand the construction plans, consultants/contractors and schedules so that the project objectives and 0 activities can best be conveyed to the public. O ^ Samples of public information materials are enclosed. ^ • • • • • 9 Proposal for Public Relations Services for ^ Rancho Santa Fe Road North ReaUgnment and Widening J • ) 1 0 o • V • • II.A fixed fee to perform the requested services. A systematic breakdown by Scope of Work, staff level and required hours and the method of arriving at the cost shall be included. This shall be submitted on letterhead in a separate, sealed envelope with your firm name identified on the outside. included in separate envelope as requested. Proposal for PubUc Relations Services for Rancho Santa Fe Road North ReaUgnment and Widening