Loading...
8/17/2021 - ITEM 2 - CONSIDERATION OF AGREEMENT WITH NATIONAL DEMOGRAPHICS CORPORATIONAGENDA ITEM NO. 2 AGENDA STAFF REPORT City of West Covina I Office of the City Manager DATE: August 17, 2021 TO: Mayor and City Council FROM: David Carmany City Manager SUBJECT: CONSIDERATION OF AGREEMENT WITH NATIONAL DEMOGRAPHICS RECOMMENDATION: It is recommended that the City Council authorize the City Manager to negotiate and execute an agreement with National Demographics, Inc. dba National Demographics Corporation in an amount not to exceed $59,000 for redistricting services. BACKGROUND: On December 6, 2016, the City Council adopted Ordinance No. 2303, which moved the City's general municipal elections from November of odd -numbered years to the first Tuesday after the first Monday in November of even -numbered years to coincide with statewide general elections. On January 17, 2017, the City Council adopted Ordinance No. 2310 to change from an at -large election system to by -district elections with five districts. On February 21, 2017, the City Council approved a settlement agreement in the matter known as Sanchez v. City of West Covina. This settlement required the City of West Covina to select a districting consultant, selection of district boundaries and sequencing of elections. As a result, a Request for Proposals (RFP) was issued on March 14, 2017, for district consultant services. On May 2, 2017, the City Council awarded a contract for election district consulting services to National Demographics Corporation (NDC), a well-known company in the industry. There were a total of four public hearings conducted with public input and participation. In total, the City Council reviewed 23 maps (20 that were submitted by members of the community and 3 that were submitted by NDC). The City Council selected 6 maps to bring back at the November 14, 2017 Council meeting for further discussion and selection. At the December 5, 2017 Council meeting, the City Council adopted Ordinance No. 2328, designating the boundaries for the five single -member districts and the sequence of district elections. DISCUSSION: Pursuant to Elections Code § 21601, following each federal decennial census for a city that has elected to use district -based elections, the City Council is required to, by ordinance or resolution, adopt boundaries for all Council districts of the City so that the Council districts are substantially equal in population as required by the United States Constitution. In accordance with Elections Code § 21602(a)(3), because the City's next regular election will occur after July 1, 2022, the boundaries of the Council districts must be adopted at least 205 days before the City's next regular election. The City's next regular election is November 8, 2022. Therefore, the City is required to adopt Council district boundaries no later than April 17, 2022. The U.S. Census Bureau is expected to release the final redistricting toolkit, based on the 2020 Census data, to all states by September 30, 2021. On May 3, 2021, the City released a Request for Proposals for redistricting services. On May 24, 2021, the City received three proposals: Bear Demographics $72,500 [Lucien Partners - Not all Services Specified $56,000 DC $59,000 The lowest responsive and responsible bidder was NDC, which, as outlined above, performed the City's initial districting services. The proposal included a range of services with a price range from $45,000 to $65,000. Lucien Partners proposal did not provide costs for attending public meetings, a necessary component of the proposal. Based on the review of the proposals and a recommended scope of services, staff prepared Professional Services Agreement (PSA) for an amount not to exceed $59,000. The services to be provided include assisting staff with the following: • Project and Outreach Planning Session • Census and State Data Analysis and Outreach • Public Hearings and Meetings • Draft Mapping • Map Review and Direction • Map Adoption NDC's proposal also outlines the possibility that, for some jurisdictions, election areas/districts might still meet the equal population and Voting Rights Act requirements using the 2020 Census data. If the City's current districts still meet all legal requirements based on the 2020 Census data, the City would have the option to retain the existing map without drawing and holding hearings on alternative maps. Upon City Council approval of the PSA with NDC, the City Clerk's Office will work with NDC throughout the redistricting process and will coordinate public outreach and meetings. LEGAL REVIEW: The City Attorney's Office has reviewed the agreement and approved it as to form. OPTIONS: The City Council has the following options: 1. Adopt staffs recommendation; or 2. Provide alternative direction. Prepared by: Lisa Sherrick; Assistant City Clerk Fiscal Impact FISCAL IMPACT: Total cost for the demographic services contract with NDC is an amount not to exceed $59,000. The funds will come from the general fund and was accounted for during the preparation of the annual budget in account number 110.12.1210.6118. Attachments Attachment No. 1 - Agreement with NDC with Proposal Attachment No. 2 - Bear Demographics & Research Proposal Attachment No. 3 - Lucien Partners Proposal CITY Enhance the City Image and Effectiveness COUNCIL GOALS & OBJECTIVES: ATTACHMENT NO. 1 CITY OF WEST COVINA PROFESSIONAL SERVICES AGREEMENT WITH NATIONAL DEMOGRAPHICS, INC. DBA NATIONAL DEMOGRAPHICS CORPORATION FOR REDISTRICTING SERVICES THIS AGREEMENT is made and entered into this 17th day of August, 2021 ("Effective Date"), by and between the CITY OF WEST COVINA, a municipal corporation ("City"), and NATIONAL DEMOGRAPHICS, INC., a California corporation DBA NATIONAL DEMOGRAPHICS CORPORATION (NDC) ("Consultant"). WITNESSETH: A. WHEREAS, City proposes to utilize the services of Consultant as an independent contractor to City to provide redistricting services, as more fully described herein; and B. WHEREAS, Consultant represents that it has that degree of specialized expertise contemplated within California Government Code Section 37103, and holds all necessary licenses to practice and perform the services herein contemplated, except that if Consultant is required to but does not yet hold a City business license, it will promptly obtain a business license and will not provide services to the City until it has done so; and C. WHEREAS, City and Consultant desire to contract for the specific services described in Exhibit "A" and desire to set forth their rights, duties and liabilities in connection with the services to be performed; and D. WHEREAS, no official or employee of City has a financial interest, within the provisions of Sections 1090-1092 of the California Government Code, in the subject matter of this Agreement; and E. WHEREAS, Consultant responded to the City's Request for Proposals dated May 3, 2021, incorporated via this reference as if fully set forth herein, and Consultant's response to the Request for Proposals was a material inducement to the City ultimately entering into this Agreement. NOW, THEREFORE, for and in consideration of the mutual covenants and conditions contained herein, the parties hereby agree as follows: 1.0. SERVICES PROVIDED BY CONSULTANT 1.1. Scope of Services. Consultant shall provide the professional services described in Consultant's Proposal, attached hereto as Exhibit "A" and incorporated herein by this reference. 1.2. Professional Practices. All professional services to be provided by Consultant pursuant to this Agreement shall be provided by personnel experienced in their respective fields and in a manner consistent with the standards of care, diligence and skill ordinarily exercised by professional consultants in similar fields and circumstances in accordance with sound professional practices. Consultant also warrants that it is familiar with all laws that may affect its National Demographics, Inc. DBA National Demographics Corporation Form Revised November 2020 performance of this Agreement and shall advise City of any changes in any laws that may affect Consultant's performance of this Agreement. Consultant shall keep itself informed of State and Federal laws and regulations which in any manner affect those employed by it or in any way affect the performance of its service pursuant to this Agreement. The Consultant shall at all times observe and comply with all such laws and regulations. City officers and employees shall not be liable at law or in equity for any claims or damages occurring as a result of failure of the Consultant to comply with this section. 1.3. Performance to Satisfaction of City. Consultant agrees to perform all the work to the reasonable satisfaction of the City. Evaluations of the work will be conducted by the City Manager or his or her designee. If the quality of work is not satisfactory, City in its discretion has the right to: (a) Meet with Consultant to review the quality of the work and resolve the matters of concern; (b) Require Consultant to repeat the work at no additional fee until it is satisfactory; and/or (c) Terminate the Agreement as hereinafter set forth. 1.4. Warranty. Consultant warrants that it shall perform the services required by this Agreement in compliance with all applicable Federal and California employment laws, including, but not limited to, those laws related to minimum hours and wages; occupational health and safety; fair employment and employment practices; workers' compensation; and all other Federal, State and local laws and ordinances applicable to the services required under this Agreement. 1.5. Non-discrimination. In performing this Agreement, Consultant shall not engage in, nor permit its agents to engage in, discrimination in employment of persons because of their race, religion, color, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, pregnancy, marital status, sex, gender, gender identity, gender expression, sexual orientation, or military or veteran status, except as permitted pursuant to Section 12940 of the Government Code. 1.6. Non -Exclusive Agreement. Consultant acknowledges that City may enter into agreements with other consultants for services similar to the services that are subject to this Agreement or may have its own employees perform services similar to those services contemplated by this Agreement. 1.7. Confidentiality. Employees of Consultant in the course of their duties may have access to financial, accounting, statistical, and personnel data of private individuals and employees of City. Consultant covenants that all data, documents, discussion, or other information developed or received by Consultant or provided for performance of this Agreement are deemed confidential and shall not be disclosed by Consultant without written authorization by City. City shall grant such authorization if disclosure is required by law. All City data shall be returned to City upon the termination of this Agreement. Consultant's covenant under this Section shall survive the termination of this Agreement. 1.8. Public Records Act Disclosure. Consultant has been advised and is aware that this Agreement and all reports, documents, information and data, including, but not limited to, 2 National Demographics, Inc. DBA National Demographics Corporation Form Revised November 2020 computer tapes, discs or files furnished or prepared by Consultant, or any of its subcontractors, pursuant to this Agreement and provided to City may be subject to public disclosure as required by the California Public Records Act (California Government Code Section 6250 et seq.). Exceptions to public disclosure may be those documents or information that qualify as trade secrets, as that term is defined in California Government Code Section 6254.7, and of which Consultant informs City of such trade secret. The City will endeavor to maintain as confidential all information obtained by it that is designated as a trade secret. The City shall not, in any way, be liable or responsible for the disclosure of any trade secret including, without limitation, those records so marked if disclosure is deemed to be required by law or by order of the court. 2.0. COMPENSATION AND BILLING 2.1. Compensation. Consultant shall be paid in accordance with the fee schedule set forth in Exhibit A. Consultant's total compensation shall not exceed Fifty -Nine Thousand Dollars ($59,000.00). 2.2. Additional Services. Consultant shall not receive compensation for any services provided outside the scope of services specified in the Consultant's Proposal unless the City, prior to Consultant performing the additional services, approves such additional services in writing. It is specifically understood that oral requests and/or approvals of such additional services or additional compensation shall be barred and are unenforceable. Should the City request in writing additional services that increase the Scope of Services, an additional fee based upon the Consultant's standard hourly rates shall be paid to the Consultant for such additional services. Such increase in additional fees shall be limited to 25% of the total contract sum or to the maximum total contract amount of $25,000, whichever is greater. The Department Head or City Manager is authorized to approve a Change Order for such additional services. 2.3. Method of Billing. Consultant may submit invoices to the City for approval on a progress basis, but no more often than once a month. Said invoice shall be based on the total of all Consultant's services which have been completed to City's sole satisfaction. City shall pay Consultant's invoice within forty-five (45) days from the date City receives said invoice. Each invoice shall describe in detail the services performed, the date of performance, and the associated time for completion. Any additional services approved and performed pursuant to this Agreement shall be designated as "Additional Services" and shall identify the number of the authorized change order, where applicable, on all invoices. 2.4. Records and Audits. Records of Consultant's services relating to this Agreement shall be maintained in accordance with generally recognized accounting principles and shall be made available to City for inspection and/or audit at mutually convenient times from the Effective Date until three (3) years after the termination or expiration of this Agreement. 3.0. TIME OF PERFORMANCE 3.1. Commencement and Completion of Work. Unless otherwise agreed to by the parties, the professional services to be performed pursuant to this Agreement shall commence within five (5) days from the Effective Date of this Agreement. Failure to commence work in a timely manner and/or diligently pursue work to completion may be grounds for termination of this Agreement. 3.2. Excusable Delays. Neither party shall be responsible for delays or lack of National Demographics, Inc. DBA National Demographics Corporation Form Revised November 2020 performance resulting from acts beyond the reasonable control of the party or parties. Such acts shall include, but not be limited to, acts of God, fire, strikes, material shortages, compliance with laws or regulations, riots, acts of war, or any other conditions beyond the reasonable control of a party. If a delay beyond the control of the Consultant is encountered, a time extension may be mutually agreed upon in writing by the City and the Consultant. The Consultant shall present documentation satisfactory to the City to substantiate any request for a time extension. 4.0. TERM AND TERMINATION 4.1. Term. This Agreement shall commence on the Effective Date and continue for a period of one (1) year, ending August 16, 2022, or upon completion of the Scope of Services, unless previously terminated as provided herein or as otherwise agreed to in writing by the parties. 4.2. Notice of Termination. The City reserves and has the right and privilege of canceling, suspending or abandoning the execution of all or any part of the work contemplated by this Agreement, with or without cause, at any time, by providing at least fifteen (15) days prior written notice to Consultant. In the event of such termination, Consultant shall immediately stop rendering services under this Agreement unless directed otherwise by the City. If the City suspends, terminates or abandons a portion of this Agreement such suspension, termination or abandonment shall not make void or invalidate the remainder of this Agreement. If the Consultant defaults in the performance of any of the terms or conditions of this Agreement, it shall have ten (10) days after service upon it of written notice of such default in which to cure the default by rendering a satisfactory performance. In the event that the Consultant fails to cure its default within such period of time, the City shall have the right, notwithstanding any other provision of this Agreement, to terminate this Agreement without further notice and without prejudice to any other remedy to which it may be entitled to at law, in equity, or under this Agreement. The City also shall have the right, notwithstanding any other provisions of this Agreement, to terminate this Agreement, at its option and without prejudice to any other remedy to which it may be entitled to at law, in equity, or under this Agreement, immediately upon service of written notice of termination on the Consultant, if the latter should: a. Be adjudged a bankrupt; b. Become insolvent or have a receiver of its assets or property appointed because of insolvency; C. Make a general assignment for the benefit of creditors; d. Default in the performance of any obligation or payment of any indebtedness under this Agreement; e. Suffer any judgment against it to remain unsatisfied or unbonded of record for thirty (30) days or longer; or f. Institute or suffer to be instituted any procedures for reorganization or rearrangement of its affairs. 4 National Demographics, Inc. DBA National Demographics Corporation Form Revised November 2020 4.3. Compensation. In the event of termination, City shall pay Consultant for reasonable costs incurred and professional services satisfactorily performed up to and including the effective date of the City's written notice of termination, within forty-five (45) days after the effective date of the notice of termination or the final invoice of the Consultant, whichever occurs last. Compensation for work in progress shall be prorated based on the percentage of work completed as of the effective date of termination in accordance with the fees set forth herein. 4.4. Documents. In the event of termination of this Agreement, all documents prepared by Consultant in its performance of this Agreement including, but not limited to, finished or unfinished design, development and construction documents, data studies, drawings, maps and reports, shall be delivered to the City within ten (10) days of the effective date of the notice of termination, at no cost to City. 5.0. INSURANCE 5.1. Minimum Scope and Limits of Insurance. Consultant shall obtain, maintain, and keep in full force and effect during the life of this Agreement all of the following minimum scope of insurance coverages with an insurance company authorized to do business in California, with a current A.M. Best's rating of no less than A:VII, and approved by City: (a) Broad -form commercial general liability, including premises -operations, products/completed operations, broad form property damage, blanket contractual liability, independent contractors, personal injury or bodily injury with a policy limit of not less than Two Million Dollars ($2,000,000.00), combined single limits, per occurrence. If such insurance contains a general aggregate limit, it shall apply separately to this Agreement or shall be twice the required occurrence limit. (b) Business automobile liability for owned vehicles, hired, and non -owned vehicles, with a policy limit of not less than One Million Dollars ($1,000,000.00), combined single limits, per accident for bodily injury and property damage. (c) Workers' compensation insurance as required by the State of California, with Statutory Limits, and Employer's Liability Insurance with a limit of no less than One Million Dollars ($1,000,000.00) per accident for bodily injury or disease. Consultant agrees to waive, and to obtain endorsements from its workers' compensation insurer waiving subrogation rights under its workers' compensation insurance policy against the City, its officers, agents, employees, and volunteers for losses arising from work performed by Consultant for the City and to require each of its subcontractors, if any, to do likewise under their workers' compensation insurance policies. By execution of this Agreement, the Consultant certifies as follows: I am aware of, and will comply with, Section 3700 of the Labor Code, requiring every employer to be insured against liability of Workers' Compensation or to undertake self-insurance before commencing any of the work. National Demographics, Inc. DBA National Demographics Corporation Form Revised November 2020 The Consultant shall also comply with Section 3800 of the Labor Code by securing, paying for and maintaining in full force and effect for the duration of this Agreement, complete Workers' Compensation Insurance, and shall furnish a Certificate of Insurance to the City before execution of this Agreement by the City. The City, its officers and employees shall not be responsible for any claims in law or equity occasioned by failure of the consultant to comply with this section. (d) Professional errors and omissions ("E&O") liability insurance with policy limits of not less than One Million Dollars ($1,000,000.00), combined single limits, per occurrence or claim, and Two Million Dollars ($2,000,000.00) aggregate. Architects' and engineers' coverage shall be endorsed to include contractual liability. If the policy is written as a "claims made" policy, the retroactivity date shall be prior to the start of the work set forth herein. Consultant shall obtain and maintain said E&O liability insurance during the life of this Agreement and for five (5) years after completion of the work hereunder. If coverage is canceled or non -renewed, and not replaced with another claims -made policy form with a retroactive date prior to the effective date of this Agreement, Consultant shall purchase "extended reporting" coverage for a minimum of five (5) years after completion of the work. If the Consultant maintains higher limits or has broader coverage than the minimums shown above, the City requires and shall be entitled to all coverage, and to the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City. 5.2. Endorsements. The insurance policies are to contain, or be endorsed to contain, the following provisions: (a) Additional Insureds: The City of West Covina and its elected and appointed boards, officers, officials, agents, employees, and volunteers are additional insureds with respect to: liability arising out of activities performed by or on behalf of the Consultant pursuant to its contract with the City; products and completed operations of the Consultant; premises owned, occupied or used by the Consultant; automobiles owned, leased, hired, or borrowed by the Consultant. (b) Notice of Cancelation: Each insurance policy required above shall provide that coverage shall not be canceled, except with notice to the City. (c) Primary Coverage: The Consultant's insurance coverage shall be primary insurance as respects the City of West Covina, its officers, officials, agents, employees, and volunteers. Any other insurance maintained by the City of West Covina shall be excess and not contributing with the insurance provided by this policy. (d) Waiver of Subrogation: Consultant hereby grants to City a waiver of any right to subrogation which any insurer of said Consultant may acquire against the City by virtue of the payment of any loss under such insurance. 6 National Demographics, Inc. DBA National Demographics Corporation Form Revised November 2020 Consultant agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer. (e) Coverage Not Affected: Any failure to comply with the reporting provisions of the policies shall not affect coverage provided to the City of West Covina, its officers, officials, agents, employees, and volunteers. (f) Coverage Applies Separately: The Consultant's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability. 5.3. Deductible or Self Insured Retention. If any of such policies provide for a deductible or self -insured retention to provide such coverage, the amount of such deductible or self -insured retention shall be approved in advance by City. The City may require the Consultant to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. The policy language shall provide, or be endorsed to provide, that the self -insured retention may be satisfied by either the named insured or City. 5.4. Certificates of Insurance. Consultant shall provide to City certificates of insurance showing the insurance coverages and required endorsements described above, in a form and content approved by City, prior to performing any services under this Agreement. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. 5.5. Non -limiting. Nothing in this Section shall be construed as limiting in any way the indemnification provision contained in this Agreement. 6.0. GENERAL PROVISIONS 6.1. Entire Agreement. This Agreement constitutes the entire agreement between the parties with respect to any matter referenced herein and supersedes any and all other prior writings and oral negotiations. This Agreement may be modified only in writing, and signed by the parties in interest at the time of such modification. 6.2. Representatives. The City Manager or his or her designee shall be the representative of City for purposes of this Agreement and may issue all consents, approvals, directives and agreements on behalf of the City, called for by this Agreement, except as otherwise expressly provided in this Agreement. Consultant shall designate a representative for purposes of this Agreement who shall be authorized to issue all consents, approvals, directives and agreements on behalf of Consultant called for by this Agreement, except as otherwise expressly provided in this Agreement. 6.3. Notices. Any notices, documents, correspondence or other communications concerning this Agreement or the work hereunder may be provided by personal delivery, Email or by U.S. mail. If by U.S. mail, it shall be addressed as set forth below and placed in a sealed National Demographics, Inc. DBA National Demographics Corporation Form Revised November 2020 envelope, postage prepaid, and deposited in the United States Postal Service. Such communication shall be deemed served or delivered: a) at the time of delivery if such communication is sent by personal delivery; b) at the time of transmission if such communication is sent by Email; and c) 72 hours after deposit in the U.S. Mail as reflected by the official U.S. postmark if such communication is sent through regular United States mail. IF TO CONSULTANT: National Demographics Corp. P.O. Box 5271 Glendale, CA 91221 Tel: (818) 254-1221 Email: djohnson@ndcresearch.com Attn: Douglas Johnson IF TO CITY: City of West Covina 1444 West Garvey Ave. South West Covina, CA 91790 Tel: (626) 939-8433 Email: City_Clerk@westcovina.org Attn: Lisa Sherrick 6.4. Attorneys' Fees. If litigation is brought by any party in connection with this Agreement against another party, the prevailing party shall be entitled to recover from the opposing party all costs and expenses, including reasonable attorneys' fees, incurred by the prevailing party in the exercise of any of its rights or remedies hereunder or the enforcement of any of the terms, conditions, or provisions hereof. 6.5. Governing Law. This Agreement shall be governed by and construed under the laws of the State of California without giving effect to that body of laws pertaining to conflict of laws. In the event of any legal action to enforce or interpret this Agreement, the parties hereto agree that the sole and exclusive venue shall be a court of competent jurisdiction located in Los Angeles County, California. 6.6. Assignment. Consultant shall not voluntarily or by operation of law assign, transfer, sublet or encumber all or any part of Consultant's interest in this Agreement without City's prior written consent. Any attempted assignment, transfer, subletting or encumbrance shall be void and shall constitute a breach of this Agreement and cause for termination of this Agreement. Regardless of City's consent, no subletting or assignment shall release Consultant of Consultant's obligation to perform all other obligations to be performed by Consultant hereunder for the term of this Agreement. 6.7. Indemnification and Hold Harmless. Consultant agrees to defend, with counsel of City's choosing, indemnify, hold free and harmless the City, its elected and appointed officials, officers, agents and employees, at Consultant's sole expense, from and against any and all claims, demands, actions, suits or other legal proceedings brought against the City, its elected and appointed officials, officers, agents and employees arising out of the performance of the Consultant, its employees, and/or authorized subcontractors, of the work undertaken pursuant to this Agreement. The defense obligation provided for hereunder shall apply without any advance showing of negligence or wrongdoing by the Consultant, its employees, and/or authorized subcontractors, but shall be required whenever any claim, action, complaint, or suit asserts as its basis the negligence, errors, omissions or misconduct of the Consultant, its employees, and/or authorized subcontractors, and/or whenever any claim, action, complaint or suit asserts liability against the City, its elected and appointed officials, officers, agents and employees based upon the work performed by the Consultant, its employees, and/or authorized subcontractors under this Agreement, whether or not the Consultant, its employees, and/or authorized subcontractors are 0 National Demographics, Inc. DBA National Demographics Corporation Form Revised November 2020 specifically named or otherwise asserted to be liable. Notwithstanding the foregoing, the Consultant shall not be liable for the defense or indemnification of the City for claims, actions, complaints or suits arising out of the sole active negligence or willful misconduct of the City. This provision shall supersede and replace all other indemnity provisions contained either in the City's specifications or Consultant's Proposal, which shall be of no force and effect. 6.8. Independent Contractor. Consultant is and shall be acting at all times as an independent contractor and not as an employee of City. Consultant shall have no power to incur any debt, obligation, or liability on behalf of City or otherwise act on behalf of City as an agent. Neither City nor any of its agents shall have control over the conduct of Consultant or any of Consultant's employees, except as set forth in this Agreement. Consultant shall not, at any time, or in any manner, represent that it or any of its agents or employees are in any manner agents or employees of City. Consultant shall secure, at its sole expense, and be responsible for any and all payment of Income Tax, Social Security, State Disability Insurance Compensation, Unemployment Compensation, and other payroll deductions for Consultant and its officers, agents, and employees, and all business licenses, if any are required, in connection with the services to be performed hereunder. Consultant shall indemnify and hold City harmless from any and all taxes, assessments, penalties, and interest asserted against City by reason of the independent contractor relationship created by this Agreement. Consultant further agrees to indemnify and hold City harmless from any failure of Consultant to comply with the applicable worker's compensation laws. City shall have the right to offset against the amount of any fees due to Consultant under this Agreement any amount due to City from Consultant as a result of Consultant's failure to promptly pay to City any reimbursement or indemnification arising under this paragraph. 6.9. PERS Eligibility Indemnification. In the event that Consultant or any employee, agent, or subcontractor of Consultant providing services under this Agreement claims or is determined by a court of competent jurisdiction or the California Public Employees Retirement System (PERS) to be eligible for enrollment in PERS as an employee of the City, Consultant shall indemnify, defend, and hold harmless City for the payment of any employee and/or employer contributions for PERS benefits on behalf of Consultant or its employees, agents, or subcontractors, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of City. Notwithstanding any other agency, state or federal policy, rule, regulation, law or ordinance to the contrary, Consultant and any of its employees, agents, and subcontractors providing service under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any claims to, any compensation, benefit, or any incident of employment by City, including but not limited to eligibility to enroll in PERS as an employee of City and entitlement to any contribution to be paid by City for employer contribution and/or employee contributions for PERS benefits. 6.10. Cooperation. In the event any claim or action is brought against City relating to Consultant's performance or services rendered under this Agreement, Consultant shall render any reasonable assistance and cooperation which City might require. 6.11. Ownership of Documents. All findings, reports, documents, information and data including, but not limited to, computer tapes or discs, files and tapes furnished or prepared by Consultant or any of its subcontractors in the course of performance of this Agreement, shall be and remain the sole property of City. Consultant agrees that any such documents or information 9 National Demographics, Inc. DBA National Demographics Corporation Form Revised November 2020 shall not be made available to any individual or organization without the prior consent of City. Any use of such documents for other projects not contemplated by this Agreement, and any use of incomplete documents, shall be at the sole risk of City and without liability or legal exposure to Consultant. City shall indemnify and hold harmless Consultant from all claims, damages, losses, and expenses, including attorneys' fees, arising out of or resulting from City's use of such documents for other projects not contemplated by this Agreement or use of incomplete documents furnished by Consultant. Consultant shall deliver to City any findings, reports, documents, information, data, in any form, including but not limited to, computer tapes, discs, files audio tapes or any other related items as requested by City or its authorized representative, at no additional cost to the City. Consultant or Consultant's agents shall execute such documents as may be necessary from time to time to confirm City's ownership of the copyright in such documents. 6.12. Electronic Safeguards. Consultant shall identify reasonably foreseeable internal and external risks to the privacy and security of personal information that could result in the unauthorized disclosure, misuse, alteration, destruction or other compromise of the information. Consultant shall regularly assess the sufficiency of any safeguards and information security awareness training in place to control reasonably foreseeable internal and external risks, and evaluate and adjust those safeguards in light of the assessment. 6.13. Economic Interest Statement. Consultant hereby acknowledges that pursuant to Government Code Section 87300 and the Conflict of Interest Code adopted by City, Consultant is designated in said Conflict of Interest Code and is therefore required to file an Economic Interest Statement (Form 700) with the City Clerk, for each employee providing advice under this Agreement, prior to the commencement of work, unless waived by the City Manager. 6.14. Conflict of Interest. Consultant and its officers, employees, associates and subconsultants, if any, will comply with all conflict of interest statutes of the State of California applicable to Consultant's services under this agreement, including, but not limited to, the Political Reform Act of 1974 (Government Code Section 81000, et seq.) and Government Code Sections 1090-1092. Consultant covenants that none of Consultant's officers or principals have any interest in, or shall acquire any interest, directly or indirectly, which will conflict in any manner or degree with the performance of the services hereunder, including in any manner in violation of the Political Reform Act. Consultant further covenants that in the performance of this Agreement, no person having such interest shall be used by Consultant as an officer, employee, agent, or subconsultant. Consultant further covenants that Consultant has not contracted with nor is performing any services, directly or indirectly, with any developer(s) and/or property owner(s) and/or firm(s) and/or partnership(s) owning property in the City and further covenants and agrees that Consultant and/or its subconsultants shall provide no service or enter into any agreement or agreements with a/any developer(s) and/or property owner(s) and/or firm(s) and/or partnership(s) owning property in the City prior to the completion of the work under this Agreement. 6.15. Prohibited Employment. Consultant will not employ any regular employee of City while this Agreement is in effect. 6.16. Order of Precedence. In the event of an inconsistency in this Agreement and any of the attached Exhibits, the terms set forth in this Agreement shall prevail. If, and to the extent this Agreement incorporates by reference any provision of any document, such provision shall be deemed a part of this Agreement. Nevertheless, if there is any conflict among the terms and conditions of this Agreement and those of any such provision or provisions so incorporated by reference, this Agreement shall govern over the document referenced. 10 National Demographics, Inc. DBA National Demographics Corporation Form Revised November 2020 6.17. Costs. Each party shall bear its own costs and fees incurred in the preparation and negotiation of this Agreement and in the performance of its obligations hereunder except as expressly provided herein. 6.18. No Third Party Beneficiary Rights. This Agreement is entered into for the sole benefit of City and Consultant and no other parties are intended to be direct or incidental beneficiaries of this Agreement and no third party shall have any right in, under or to this Agreement. 6.19. Headings. Paragraphs and subparagraph headings contained in this Agreement are included solely for convenience and are not intended to modify, explain or to be a full or accurate description of the content thereof and shall not in any way affect the meaning or interpretation of this Agreement. 6.20. Construction. The parties have participated jointly in the negotiation and drafting of this Agreement and have had an adequate opportunity to review each and every provision of the Agreement and submit the same to counsel or other consultants for review and comment. In the event an ambiguity or question of intent or interpretation arises with respect to this Agreement, this Agreement shall be construed as if drafted jointly by the parties and in accordance with its fair meaning. There shall be no presumption or burden of proof favoring or disfavoring any party by virtue of the authorship of any of the provisions of this Agreement. 6.21. Amendments. Only a writing executed by the parties hereto or their respective successors and assigns may amend this Agreement. 6.22. Waiver. The delay or failure of either party at any time to require performance or compliance by the other of any of its obligations or agreements shall in no way be deemed a waiver of those rights to require such performance or compliance. No waiver of any provision of this Agreement shall be effective unless in writing and signed by a duly authorized representative of the party against whom enforcement of a waiver is sought. The waiver of any right or remedy in respect to any occurrence or event shall not be deemed a waiver of any right or remedy in respect to any other occurrence or event, nor shall any waiver constitute a continuing waiver. 6.23. Severability. If any provision of this Agreement is determined by a court of competent jurisdiction to be unenforceable in any circumstance, such determination shall not affect the validity or enforceability of the remaining terms and provisions hereof or of the offending provision in any other circumstance. Notwithstanding the foregoing, if the value of this Agreement, based upon the substantial benefit of the bargain for any party, is materially impaired, which determination made by the presiding court or arbitrator of competent jurisdiction shall be binding, then both parties agree to substitute such provision(s) through good faith negotiations. 6.24. Counterparts and Electronic Signatures. This Agreement may be executed in one or more counterparts, each of which shall be deemed an original. All counterparts shall be construed together and shall constitute one agreement. Counterpart written signatures may be transmitted by facsimile, email or other electronic means and have the same legal effect as if they were original signatures. 6.25. Corporate Authority. The persons executing this Agreement on behalf of the parties hereto warrant that they are duly authorized to execute this Agreement on behalf of said 11 National Demographics, Inc. DBA National Demographics Corporation Form Revised November 2020 parties and that by doing so the parties hereto are formally bound to the provisions of this Agreement. 6.26. Taxpayer Identification Number. Consultant shall provide City with a complete Request for Taxpayer Identification Number and Certification, Form W9, as issued by the Internal Revenue Service. [SIGNATURE PAGE FOLLOWS] 12 National Demographics, Inc. DBA National Demographics Corporation Form Revised November 2020 IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed by and through their respective authorized officers, as of the date first above written. CITY OF WEST COVINA, A municipal corporation David Carmany City Manager CONSULTANT Douglas Johnson President ATTEST: Lisa Sherrick Assistant City Clerk APPROVED AS TO FORM: Thomas P. Duarte City Attorney APPROVED AS TO INSURANCE: Helen Tran Human Resources and Risk Management Director 13 Date: Date: Date: Date: National Demographics, Inc. DBA National Demographics Corporation Form Revised November 2020 EXHIBIT A CONSULTANT'S PROPOSAL National Demographics Corporation NDC A Proposal to West Covina for Demographic Services By National Demographics Corporation Douglas Johnson, President May 23, 2021 Phone: (818) 254-1221 P.O. Box 5271 info@NDCresearch.com FAX (818) 254-1221 Glendale, CA 91221 www.NDCresearch.com Attachment A NONCOLLUSION DECLARATION TO BE EXECUTED BY BIDDER AND SUBMITTED WITH BID The undersigned declares: 1 am the,cli��— of (�c i1a w t �r rcT a party making the foregoing bid The bid is not made in the interest of. or on behalf of any undisclosed person, partnership, company, association, organization, or corporation. The bid is genuine and not collusive or sham. The bidder has not directly or indirectly induced or solicited any other bidder to put in a false or sham bid. The bidder has not directly or indirectly colluded, conspired, connived, or agreed with any bidder or anyone else to put in a sham bid, or to refrain from bidding. The bidder has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the bid price of the bidder or any other bidder, or to fix any overhead, profit, or cost element of the bid price. or of that ofany other bidder. All statements contained in the bid are true. The bidder has not, directly or indirectly, submitted his or her bid price or any breakdown thereof or the contents thereof, or divulged information or data relative thereto, to any corporation, partnership, company, association, organization. bid depository. or to any member or agent thereof, to effectuate a collusive or sham bid, and has not paid, and will not pay, any person or entity for such purpose. Any person executing this declaration on behalf ofa bidder that is a corporation, partnership, joint venture, limited liability company, limited liability partnership, or any other entity, hereby represents that he or she has full power to execute, and does execute. this declaration on behalf of the bidder. 1 declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct and that this declaration is executed on s 23 [date], at L Q4 [city),{stateJ." /7 Firm v1 4 ri pp ( oat Street 15-W N 7-+cj Z.0 (Print N e & Title) City t��R/� State Gfi'Zip /ZO 1G[< Attachment D SUBCONTRACTOR CAMPAIGN CONTRIBUTION ili;1 ACKNOWLEDGMENT FORM Proposer [or Consultant] is required to identify any known subcontractor who will provide goods or services with an anticipated or actual value of $15,000 or more in connection with any contract which may be awarded pursuant to this Request for Proposal if the proposed contract with the Proposer (or Consultant] has an anticipated or actual value of $30,000 or more. By my signature below I certify that as a subcontractor I reviewed and am in compliance with the City of West Covina Municipal Code section 2-405.50, in reference to campaign contributions to any individual holding City elective office. CONTRACTOR' Company: j\ jL- ,,-v4 By: / Title: Date: S— Z -S— Zv 2 SUBCONTRACTOR: Company: By Title: Date. h�nilr NDC 8.1 Cover Letter - May 21, 2021 Lisa Sherrick, City Clerk City of West Covina 1444 W. Garvey Avenue S. #317 West Covina, CA 91790 Dear Ms. Sherrick, National Demographics Corporation Thank you for the opportunity to provide this proposal to West Covina. NDC has more than 40 years of experience districting and redistricting hundreds of cities, school districts and other local jurisdictions across California, including the City's initial move to by -district elections and similar work for Pomona, Claremont, San Dimas, Glendora, Duarte, Bradbury, Arcadia, Pasadena, South Pasadena, Alhambra, Monterey Park, and numerous school districts throughout the San Gabriel Valley (a full client list is available at www.ndcresearch.com/clients/). We welcome the opportunity to bring the firm's expertise and skills to assist the City. For each project, there are certain required basic elements, and there are several options that the City can include or leave out at its option. NDC carefully tailors each project to the needs and goals of the individual client partner. NDC also welcomes the opportunity to work with our clients to encourage public participation in this process, as we offer several tools developed specifically for public engagement in districting and redistricting. The attached proposal consists of a brief introduction; specific proposed project elements and options; timeline and cost information; conclusion; and signature section. NDC looks forward to working with you on this effort. Please call or email anytime if you have any questions, concerns, or requests regarding this proposal. Sincerely, Douglas Johnson President Page 1 AAVV t NDCNational Demographics Corporation Table of Contents 8.1 Cover Table of Contents Brief History of National Demographics Corporation 8.2 Project Summary .............................................. SummaryScope of Work....................................................................................................................4 DetailedProject Scope of Work........................................................................................................5 Details of Optional Project Elements............................................................................................... 9 Advisory or Independent Redistricting Commissions......................................................9 OutreachAssistance............................................................................................................... 9 ProjectWebsite.......................................................................................................................9 Background on Online Mapping Tool Options..............................................................10 Paper- and Excel -based Public Mapping Tools...............................................................13 8.3 Methodology......................................................................................................................14 CompanyPhilosophy........................................................................................................................14 Professionalism.....................................................................................................................14 Partnership............................................................................................................................14 Local Leadership and NDC's Non -Partisan Approach..................................................14 Openness...............................................................................................................................15 PublicEngagement..............................................................................................................15 ProjectSoftware....................................................................................................................16 NDC Approach to Public Engagement..........................................................................................16 The Three E's of Public Participation...............................................................................16 Sample Public Participation Mapping Tool......................................................................17 SampleOnline Mapping Tool............................................................................................18 Sample NDC "Interactive Review Map"......................................................................... 18 TheNDC Team.................................................................................................................................19 NDC Current Organization Chart .....................................................................................19 Recognitionof NDC's Expertise.....................................................................................................20 NDCTestimonials.............................................................................................................................24 ImpeccableReferences......................................................................................................................27 8.4 Fee Schedule...................................................................................................................... 28 Other Potential Project -Related Expenses: .................................................................................... 28 AdditionalAnalysis............................................................................................................................29 RequestedPayment terms: ................................................................................................................ 29 Exception: "Still Balanced" Jurisdictions.......................................................................................29 8.4 Excluded orSubcoatracted Servlces..............................................................................30 8.5 List of Protects Conducted..............................................................................................30 9. Campaign Contributions...............................................................................................................33 Conclusion.......................................................................................................................................... 33 ProposalAcceptance.........................................................................................................................35 Appendix: Resumes of NDC Team Members and Information on optional outreach services provide by Tripepi Smith.....................................................................36 Page 2 NDC National Demographics Corporation Brief History of National Demographics Corporation NDC has served hundreds of local governments since our founding in 1979. While most of NDC's work is in California and Arizona, the firm has performed projects in all regions of the country, serving clients as varied as the States of Mississippi, Arizona, Florida and Illinois; Clark County (Nevada); the California counties of Merced, San Bernardino, and San Diego; the San Diego Unified School District; the City of Oakland; Yuma County (Arizona); the Arizona cities of Glendale, Mesa, Peoria, Phoenix, and Surprise; and relatively smaller jurisdictions such as the City of Bradbury and Clay Elementary School District. The company is especially well known for its districting and redistricting work with local governments. NDC has established a reputation as the leading demographic expert on the California Voting Rights Act (CVRA), having performed demographic assessments of potential CVRA liability and/or moves to by -district elections for over 350 jurisdictions. No company has been responsible for addressing the electoral demographic needs of more local governments, as NDC has districted and/or redistricted more than 250 counties, school districts, cities, water districts, and other local jurisdictions. Nationally recognized as a pioneer in good government districting and redistricting, NDC has unmatched expertise in the issues, questions, and decisions jurisdictions face in any discussion regarding districting, redistricting, the California and Federal Voting Rights Act and related election system choices. Page 3 NDC 8.2 Project Summary Summary Scope of Work National Demographics Corporation NDC tailors each project to the needs and goals of each jurisdictions. NDC is fully prepared to perform all of the tasks listed in the RFP: Project & Outreach Planning Session — The initial step in the Redistricting Services process should include a session with the City to prepare an outreach plan, launch a project website, set a plan and timelines for outreach efforts, forums, meetings or hearings, draft map dates and adoption dates for final map. Data Analysis and Outreach — Collect Census and State data, gather socioeconomic and other specialty population demographic information about the City's existing election areas. Prepare a report about the demographics and compliance with State and Federal criteria in the City's existing election areas, including online maps of population concentrations by various categories. • Public Hearings/Meetings— Schedule and conduct public hearings/meetings to discuss the redistricting process and applicable laws, present demographic data, and an analysis of compliance/non- compliance with State and Federal requirements. Draft Mapping — Create a user-friendly digital interface that allows the City Council members, Commissioners, and members of the public to draw their own district boundaries. Continue with outreach and engagement efforts to solicit written or mapped input and feedback from the public. Provide assistance to the public with questions about the website, explanations on how to use online mapping tools etc. • Map Review and Direction — Prepare maps illustrating topics examined in preliminary studies — thematic maps of Census data and past election results; boundaries of school districts and other jurisdictional subdivisions; maps identifying neighborhoods, homeowners' associations and civic `blockwatch' areas; maps of natural and man-made barriers (as needed). Summarize all draft maps and post on project website. Conduct additional public meetings or workshops. Assist in public hearing to review the draft maps and narrow down the field of initial draft maps and provide direction on new or revised maps. Page 4 NDC National Demographics Corporation Map Adoption — Post new or revised maps and all demographic information to project website. Assist in additional public hearings, continued outreach and communication about adopted map. Following adoption coordinate map implementation with the Los Angeles Registrar of Voters. Additionally — Actively participate in all meetings and public hearings scheduled by the City Council that address the redistricting process. Assist the City Council, City Attorney, and City staff as may be required in all facets of developing and implementing the final district boundary map. Other tasks requested by the City Council or City staff that relate to the redistricting process. Below is a typical NDC-suggested timeline and description of project elements. The dates provided below are general guidelines and will vary according to the goals, project choices, and deadlines of each jurisdiction. This timeline is subject to change based on ongoing changes in the date when official population data will be available and possible changes in state deadlines. Project Planning and decisions on public mapping May — June tools, whether to use a commission, and other project options. Begin project communications and outreach. Any mapping tools prepared with preliminary June — September population data; initial pre -draft -map hearing(s) held. Census data received and processed; draft maps October — January prepared, considered, and revised (in hearings and, if desired, less formal public workshops) January — April Final plan revisions made and plan adopted and implemented. Detailed Project Scope of Work May —June, 2021: Project Planning and Initial Outreach a. NDC works with the jurisdiction to prepare a detailed project timeline of expected outreach efforts, public forums, formal hearings, draft map dates, and final map adoption dates. Page 5 NDC National Demographics Corporation b. NDC works with the jurisdiction staff (or contract specialized outreach staff — see notes below about that option if interested) to prepare a project outreach plan for all steps of the process covering target audiences, contact lists, social media efforts, any potential postcard mailings, utility bill inserts, flyers for distribution at schools, media briefings, and community group contacts. c. Decide what public mapping tool(s) to provide, if any, and whether to use a commission. d. Create the project website: NDC will provide advice and text for the jurisdiction's website, or as an optional project element NDC will build a project website that the jurisdiction can simply link to from the jurisdiction site. e. NDC will work with jurisdiction and County Registrar staff to confirm GIS boundaries and to identify and include in our redistricting database any available GIS data that NDC and the jurisdiction identify are likely to be useful as mapping references for NDC, the public, and for the jurisdiction. f. Project outreach begins with initial alerts and `invitations to participate' sent out to the general public, to overlapping jurisdictions, and to community organizations. June — September, 2021: Initial Data Analysis and Initial Hearings / Forums g. NDC prepares total population estimates for use in initial hearings and any public mapping tools. h. NDC adds socio-economic data from the Census Bureau's American Community Survey to the state demographic data. i. NDC matches the demographic database to the existing election areas. NDC prepares a report regarding the demographics and compliance with state and federal criteria of the existing election areas, including maps of "protected class" population concentrations and other socio-economic data often referenced in redistricting (such as income, education levels, children at home, language spoken at home, renters / homeowners, and single-family / multi -family residences). k. Hearings / Forums: NDC presents an overview of the redistricting laws and criteria, jurisdiction demographics, and the population balance of the Page 6 NDC National Demographics Corporation existing election areas and their compliance (or possible lack thereof) with state and federal requirements. 1. The project timeline and outreach plan are presented to the public for comments and feedback, along with a request to the public to provide guidance on what residents consider key neighborhoods, communities of interest, and other project -related regions in the jurisdiction. in. If the optional public mapping tools and/or Public Participation Kit are included in the project, their use is demonstrated to the public. n. If the optional public mapping tools and/or Public Participation Kit are included in the project, NDC provides email and phone support for any residents with questions regarding their use. o. If the optional public mapping tools and/or Public Participation Kit are included in the project, at the jurisdiction's option additional public forums on the use of those tools can be provided. p. Outreach efforts continue with messaging to the public, with special focus on community groups with an interest in the redistricting. October —January, 2021: Draft Mapping Time q. 2020 Census total population counts released and California Statewide Database completes "prison adjustments" of the data. Total population counts in outreach materials and mapping tools are updated with the official Census data. r. If the existing election areas are in compliance with state and federal rules and balanced, the jurisdiction decides whether to stop at this "Still Balanced" point or to continue with a standard redistricting. s. Outreach efforts continue with messaging reminding the public of the opportunity to provide written or mapped input on how the maps should be drawn and welcoming any maps residents with to submit. t. The public deadline for submitting any initial draft maps will be approximately seven days prior to the official deadline to post all draft maps online (to provide NDC time to process any draft maps received, and for NDC to develop our own two to four initial draft maps). Page 7 NDC National Demographics Corporation u. All outreach channels are used to inform the public about the opportunity to submit draft maps and to encourage participation in the review of the upcoming draft maps. v. NDC processes all public draft map submissions, drafts NDC's draft maps, summarizes all of the draft maps. The maps, related demographics, and summaries are provided by NDC in web -friendly formats. These process maps are posted on the project website and on the NDC-provided interactive review map. w. At the jurisdiction's option, one or more informal workshops or public forums are held to gather residents' reactions to and preferences among the draft maps. x. The jurisdiction holds a hearing to review the draft maps, narrow down the Est of initial draft maps, and provide direction on any desired new or revised maps. y. Time provided for the public to submit any new maps and for NDC to provide maps based on the direction at the hearing. During this time, additional outreach is conducted to inform interested residents and community groups of the selected `focus maps' and the remaining opportunities to participate in the process. January — April, 2022: Map Adoption z. Any new or revised maps, related demographics, and summaries are posted on the project website. aa. At the jurisdiction's option, one or more informal workshops or public forums are held to gather residents' reactions to and preferences among the remaining maps. bb. One or more hearings are held to continue the review and refinement of the focus maps and, ultimately, adopt the final map. cc. Outreach continues to inform residents and community groups of the progress of the project, opportunities for future participation, and, ultimately, which map is adopted. dd. Following map adoption, NDC coordinates map implementation with the County Registrar, informing the jurisdiction staff of the progress, any issues, and ultimate completion of that work. Page 8 NDC National Demographics Corporation ee. NDC works with the jurisdiction staff to ensure preservation of all project data and records, including GIS-format versions of the adopted map. Details of Optional Project Elements Advisory or Independent Redistricting Commissions NDC anticipates that many California jurisdictions will create advisory or independent commissions to manage the redistricting process. NDC welcomes the use of such commissions, and our pricing does not change for jurisdictions creating commissions. But the creation, training, operation and reporting of such commissions often leads to more meetings (and a resulting increase in the "per meeting" project expenses) than a traditional redistricting process conducted primarily by the jurisdiction's elected leadership. Outreach Assistance NDC brings topical expertise to your jurisdiction's outreach efforts, and NDC makes available to all clients our library of sample outreach materials including op-ed articles, postcards, utility bill inserts, flyers, and social media messages. NDC provides all of these materials along with our advice and input on outreach strategy and materials to any interested jurisdiction, but we do not have graphic artists to customize or design such materials in-house. For larger -scale outreach efforts, especially where jurisdictions wish to send representatives out to regular meetings of existing community organizations, NDC typically works together with a jurisdiction's in-house communications staff and/or with one or more outreach organizations. We often work with, and highly recommend, Tripepi-Smith, and some information on the services they offer is included at the end of this proposal. And we would be happy to work with any in-house team at the jurisdiction or with any firm or organization the jurisdiction selects. Many projects can be handled by a jurisdiction's in-house or regular outreach and communications teams (with samples and topic expertise provided by NDC), but a number of jurisdictions seek supplemental outside communications assistance. Project Website NDC provides all project materials in website-friendly formats for posting on the jurisdiction's website. At no cost, NDC will provide project website samples and website language for use on the jurisdiction's project website. But for jurisdictions that prefer not to take on the challenge of creating and managing a rapidly -changing project website, NDC will create, host, and update project Page 9 NDC National Demographics Corporation website (visit to see one such site — though note that site was created prior to passage of the new AB849 requirements). � LAHE — ,;, sakalaryaaea i T 4 �t6MBEx 20. [npc n - - Home Next Steps The CroyCounoI is asking for your help planning our City's trample by -diarist Council Tuesday, December 5(Regular elections. Lake Forest like over W cities and lsoschooleistricts across the dem, is making, Council Meeting) mange in howwsers elect the City Council. Council hearing to deficit "input regardingthe mntentof the draft Beginning in 2018, City Council members will be elettdtlistdR by should, instead ofthe maps and the proposed sequence of rentaNargecilywitleelecGons inwhich alive[ershavetheabilityfovote torah City elections: Council selection of Council seats map and introduction of ordinance. Tuesday, December 19 (Regular We need your helpto new his chaingel Council Meeting) second reading and final adoption The primary goal when dmwing<oundi election districtsis redraw lines thatkeep of oNinance. neighborhoods mgdnerso me council wants m know: what eo rou consider the boundaries orynm neighbammodi On October and, the Council selected five "Imus" maps, numbered SW, 110, 115, 116 and 129.On xovember2M, the Council requested eight new variationson'rocud" maps 110 and 128. All of these maps are all available on Me "Draft Maps" page. More information will be posted W this page as the pr«ess meves toward. Background on Online Mapping Tool Options NDC is the unmatched leader in redistricting tools that empower residents to review draft maps and to develop and submit their own map proposals. NDC is the only firm that has used the online mapping solutions from both ESRI and Caliper Corporation in major redistricting projects. Only NDC has repeatedly trained members of the public, processed public map submissions, and presented the public map proposals to public hearings and commission meetings. NDC's online mapping tool options provide user support, hosting, managing, and processing submitted plans for an online interactive system that allows public to draw and submit proposed maps through a standard web browser. Page 10 NDC National Demographics Corporation In the more than 200 California local districting projects between 2012 and 2020, NDC is the only consultant providing clients access to Caliper Corporation's "Maptitude Online Redistricting" tool. Even with the technical challenges arising from such tools' power and flexibility, NDC's training and encouragement frequently results in 10, 20, 30 or more different maps drawn by residents of the school district or city providing that tool to its residents. i\ M YI `.♦Y- lief Vleiiir'A ;i. a V a L/ Districts C1Vh[ ^<�YUm peNtlq 1hvYlT Went '••IIIpMk W I uam aea of ea r�.�Y :. rw _ aHP sae aaaP W. ♦ am axr.'. .un .♦s♦ Lva •:.1aAlJ Page 11 ,.tw. — �i� 5iT! rYrniosOeld U<1 � _•• ♦f x SebLe• C2nsn Ybtlt k 012foI ann� Wean w - Changes MX[ POgmala G6e -lgmae-lam,ara. 0 0 a.rree. . WY I mesa War wrP.r.. —�IalaaWv Irr PIa�Wu l\ M MN a 5�11 J%Avv� NDC National Demographics Corporation The other primary public mapping tool currently on the market is ESRI's online districting tool. While easy to use, the ESRI product costs significantly more. As a result, traditionally only the largest jurisdictions have been able to afford it. When it is time to start the project, NDC will work with each interested client to determine which, if any, online mapping tool best meets the goals and budget of the jurisdiction. Page 12 NDC National Demographics Corporation Paper- and Excel -based Public Mapping Tools While online mapping tools are very popular, NDC never forgets those residents who do not have internet access or who simply prefer to not drawing maps online. At no cost with every online mapping tool, and as a separate option for jurisdictions that for budget or other reasons do not include an online mapping tool, NDC offers our "Public Participation Kit." Each "Kit" includes two formats. The first, and most simple, Kit is a one -page map showing streets, city borders, and population counts for NDC- created "Population Unit" geographic areas. Residents draw the map they wish to propose and add up the population counts by hand until they get the right ul ti t ' h Public rlt ��� aMrv,yw mmum,n.W Yur�� �.-�.n��`iu-1 Jenla ,ul.Llf ,J6i. Participation Kit ;`.'-.t"Ff ar. C`�••� imm.h fm Y,Mn. Bach nnnda+ intlkama the uml yupulatiw, of tha, "pnpulmiun unit' area. teach Jotoat must haec mxnuallr ryual pnpulaunn. 'llnIxquAalfonai,:n:hofth, fne dhrners nmxt 1r Vluxv,. ' with nu mure than.t 145 difference bemxen the I ................. IMne nr emul: i Y �111r •-; J;A,. �.. I'I�r n. Y.l,;l J..l.Jrrml :iti.I.m.\S `.�'ay�•..� .. Lou'V of rr lLY•V rLnrip' C•i J ,.f- "' rrwvra..: ,m..u.rre: ..J twJ • w - ~ �nry i tslxn..Y.x 1.AI ..xkrrrm VO • t mJ.uul.: taxn..�q.4. .ry -rr.d ;........., m.a pop a on coun m eac district. All of the directions needed are right on the single -page form. Examples of these tools, from our work for the City of Lake Forest, are available here: https://drawlf.org/draw-a-map/. The second form of offline mapping tool is for those residents who do not want to deal with an online mapping tool, but who are already comfortable with Microsoft Excel. NDC provides a similar simple one -page map of those same "Population Units," but this time the map shows the Unit ID number rather than the population count in that Unit. Residents then enter their preferred district assignment for each Population Unit into the pre -formatted Excel spreadsheet (also available on the Lake Forest website), and Excel calculates the total population and demographics of each District. When the resident has the map the way they like it, they simple email in the Excel file. Page 13 NDC 8.3 Methodology Company Philosophy Professionalism National Demographics Corporation NDC's personnel are nationally recognized as leaders in the districting field and are responsible for numerous books and articles on the subject. NDC possesses all the hardware and software necessary to meet the districting and redistricting needs of any jurisdiction, and its personnel have unmatched experience in the line -drawing side of this work, as well as in developing the databases used for these purposes. But more important are the firm's interpersonal skills and the team's understanding of the perspective of all parties in this process. Partnership In recognition of the vital role these groups play in informing and assisting their members, NDC is a sponsor of the California League of Cities, the California Special Districts Association, and we are currently finalizing our sponsorship of the California School Boards Association and the California Association of Counties. For years, NDC has frequently appeared on panels organized by these organizations to share information with their members about the California Voting Rights Act, the Census, and the districting and redistricting rules and process. NDC also assists the League of Cities and CSBA with negotiations and suggested language for legislation on districting/redistricting and the California Voting Rights Act. Local Leadership and NDC's Non -Partisan Approach NDC is an advisor and technical resource. The firm's role is to assist our clients in implementing our clients' goals and directions within the complicated demographic and legal constraints of the project. NDC shares its experience and expertise, but the final plan is selected by the jurisdiction's elected leaders, not NDC. The firm is sometimes criticized, usually by people from outside of the client jurisdiction, for not acting as an advocate or proselytizer for what these outsiders think is "right" for the client. But NDC team members are expert advisors, not proselytizers. NDC guides our clients through the process to a map that meets all legal requirements and the goals of our client — not the goals of Page 14 NDC National Demographics Corporation outside critics. NDC welcomes the chance to assist each client through this process following the direction of the jurisdiction's elected leadership, key staff members, and the entire community. A common question in many redistricting projects is whether there is any influence of any improper political bias on the process. NDC's four decades of success working for jurisdictions with all -Democratic leadership, jurisdictions with all -Republican leadership, and every possible combination in between, reflects our steadfast dedication to non -partisan service. At work, each of us puts our personal political feelings aside and focuses on implementing the policy goals and directions of our clients using NDC's non -partisan, professional and expert guidance regarding the requirements and options facing each client. We believe most of our clients would be hard-pressed to guess which NDC team members are registered as independents or with any political parry, and we are proud to have satisfied customers and clients whose partisan leanings (even in their non- partisan local government offices) similarly cross the entire partisan spectrum. Openness Any change in election systems can have momentous implications for the distribution of political power in a jurisdiction and for access by groups and individuals to the governance process. Not surprisingly, such changes often attract considerable public attention, sometimes generate intense controversy, and may draw charges of manipulation and abuse of power. It is crucial, therefore, that the jurisdiction establish, at the beginning, a process that is not only fair, but that is seen to be fair, to all contending groups and individuals. Public Engagement NDC pioneered the "transparent districting" approach that involves the public at every stage of the process and the company invented the "public participation kit" back in 1990. But NDC's most valuable service is the firm's experience transforming often contentious and passionate debates into thoughtful, constructive discussions focused on the options and outcomes rather than individual personalities. NDC also has considerable experience working with translators in public forums and providing materials in English and Spanish. NDC's approach has been widely praised in the media, and NDC has worked extensively with all types of press including radio, television, newspaper, and new media. Page 15 NDC Project Software National Demographics Corporation NDC uses Caliper Corporation's Maptitude for Redistricting software for processing public map submissions and drawing NDC's draft maps and Board - directed revisions. Maptitude for Redistricting can open and use the standard "Shapefile" and "File Geodatabase" GIS data formats, and Maptitude for Redistricting can export all files to "Shapefile" and "File Geodatabase" formats. NDC uses ESRFs ArcGlS Online to present those maps for Board, Staff and Public review in an easy -to -use, interactive format. NDC also uses ArcGIS Pro for some specialized Geographic Information System (GIS) analysis; for opening and reviewing data received from clients or from other jurisdictions; and when needed for final map post -adoption processing for delivery to the jurisdiction and to the County Registrar. Microsoft PowerPoint is also used for many presentations, though NDC is currently experimenting with a possible move to ESRI's "Story Maps" for some presentations. NDC Approach to Public Engagement The Three E's of Public Participation: Engage, Educate, and Empower NDC's "Three E's" approach recognizes the complex and daunting nature of districting and redistricting projects, while emphasizing the importance of public participation in such projects. Given the complexity of the issue, the public cannot be expected to jump in with constructive ideas and input without encouragement. So NDC's approach begins with the first "E": Engage. NDC works with our clients to get the word out about why the project matters — and how input from residents can be a decisive element of the project. Once their interest is engaged, the second "E" is Educate. Most media coverage of this topic focuses on congressional gerrymandering, giving the entire field a tainted and hopeless feel. NDC works with our clients to explain how local districting and redistricting is based on neighborhoods and communities — not national politics. We educate the public on the data, requirements and goals of redistricting, and on the many options residents have to formulate and share their own maps or other constructive input. The third "E" is Empower. For those projects where the level of public interest and engagement justify the expense, NDC offers an unmatched array of paper, Excel -based, and online mapping tools that residents can use to draw detailed, population -balanced maps for consideration by the jurisdiction. Page 16 NDC National Demographics Corporation When included in a project, NDC has seen considerable public interest in these optional public participation tools. Often five, ten or even twenty or thirty draft maps are proposed by community residents. And NDC developed a highly refined and proven methodology for efficiently guiding our clients through selecting and refining a map, even when starting from 10, 20, 30 or more initial draft maps. For those jurisdictions where the expense of the optional mapping tools is too high, NDC always welcomes any letters, comments, or hand -drawn maps that residents wish to submit during the districting or redistricting process. For every project, at no extra expense, NDC includes an online "interactive review map" that allows residents to analyze draft maps zooming in and out, searching for specific addresses, and by changing between street maps, satellite images, and other underlying base maps. Samples of these tools are shown on the following pages, and additional details on each of them appears later in this proposal. Sample Public Participation Mapping Tool Public t11� :1• Participation Kit -r 4 € • r�>a�K tiaJ\ papbl'nU,lt hd....,Ih J alma. Fick Jema, mun ha\. {ia•'i ,� `•.'• ...mlow -VW n•r,J,mA. +as mrr.R aearc.�.,, lb, mcnl �•" '�i r I'Mnrwem t. f + IV LL�STI, l.4s46.1_1.L1 ",. �rl �u^•,larw,lnl•Axly� ,.....� �.�M1an.r € r Page 17 NDC National Demographics Corporation Sample Online Mapping Tool .a 4 O❑© 1= Disbicta Chang" —_ It ] rypp I+A -.ram! In PI1xm I Sample NDC ``Interactive Review Map" (used to view and evaluate, not to draw, maps) n� w xa 10 BoaN-Seknea Gre.,� R Esc www... ero.a. e.r Ian.are a"/I. SehddlR MhpMM IAIF.II)L:eMUS NIOCks - LaN IA J1 WAVMN _ -P � �UNDG YeAor3lcvcus Vao+T. PON U NDC Green 3 lDmrnsed 17, NDC I i _ YY 3)2(121105uhslnUe%1 WYelbw 3l NDC Given 211211pS1nbur.n� by Coen 31 Ler wosimoa U NDC O'N" juanma1e1121101 NDCYe1o.(B .aMA12.'10) Fv.�aroe. Neaarven Page 18 NDC NDC Team National Demographics Corporation NDC's 40 years of service to local governments is grounded in our academic founding and decades of professional relationships with all forms of local governments. Each NDC team member has been extensively trained in the legal requirements, demographic details, and complicated personal and community interests involved in every districting and redistricting project. And every NDC team member has been briefed on the wide range of unusual and bizarre challenges NDC has encountered over our more than 250 successfully completed local government projects. Whatever question or situation arises, your NDC team can handle it. NDC President Dr. Douglas Johnson leads all team training and closely monitors the progress of every client project. NDC President Dr. Johnson and Vice President Dr. Levitt are always available to all clients, and typically are personally involved whenever particularly unusual or complex situations arise. And each NDC project has an NDC Consultant or Senior Consultant as a primary point of contact to ensure seamless information flows and continuity. All NDC project leaders are a fully trained Consultants or Senior Consultants with years of experience working with local government elected leadership and top staff members. Each NDC team leader brings their personal expertise in demographics, city governance, school district governance and/or special district management to every project. And each team leader has particular expertise and focus in specific geographic areas. All team members resumes are available on ww,w.ndcresearch.com/about-us/. NDC Current Organization Chart NDC President Douglas Johnson, Ph.D. NDC Vice President Justin Levitt, Ph.D. Senior Consultants Shalice Tilton Robert McEntire, Ed.D. Jeff Tilton, Ed.D. Consultants Kristen Parks Daniel Phillips, Ph.D. Shannon Kelly Jeff Simonetti Todd Tatum Ivy Beller Sakansky Douglas Yoakam Records er Michele Lewis Page 19 NDC National Demographics Corporation Recognition of NDC's Expertise Both national and local organizations have recognized NDC's unmatched experience and expertise in the Census, districting, and redistricting. National Recognition Nationally, the National Conference of State Legislatures hosted NDC as a panelist at five different forums held for state legislators and legislative staff from across the country. NDC President Douglas Johnson addressed these forums on the following topics: 1. Citizen Voting Age Data from a line -drawer's viewpoint 2. Communities oflnterest in Redistricting. A key to drawing 2011 plans (nd for their defense 3. The Key to Successful Redistricting 4. Communities oflnterest In Redistricting. A Practical Guide 5. The Arizona Independent Redistricting Commissions' experiences with the &rst-ever independent redistricting In addition: • The National League of Women Voters hosted NDC President Douglas Johnson at a 2006 conference on `Building a National Redistricting Reform Movement," • Texas Tech University hosted Dr. Johnson as a panelist at its "Symposium on Redistricting;" • The Arizona League of Cities and Towns hosted Dr. Johnson as a panelist on "Redistricting Law and the Voting Rights Act: What It Means for Your City or Town in 2011" and • The Arizona Bar Association hosted Dr. Johnson as a panelist on "Communities of interest and technology in redistricting." California League of Cities Recognition The California League of Cities hosted NDC as panelists over a dozen times to date: General Meeting panel: 2006 and 2015 Executive Forum panel: 2018 and 2020 City Clerk Department panel: 2014, 2017, 2018, twice in 2019, and 2020 City Manager Department panel: 2015 and 2019 City Attorney Department panel: 2018 Page 20 NDC National Demographics Corporation Inland Empire Chapter presentation: 2016 South Bay Chapter presentation: 2020 and 2021 Recognition by Additional California Organizations Other California organizations and conferences since 2011 recognizing NDC's expertise in this field include: 2020 California County 2021 Redistricting - What Local Counsel Assoc. Government Attorneys Need to Know 2020 "Voice of San Redistricting --What it means for our Diego" Politifest community County Committee 2020 Secretaries Annual The California Voting Rights Act Summit Rose Institute of 2021 Redistricting: New Rules for California 2020 State and Local Local Governments Government 2020 California Special California Voting Rights Act Challenge Districts Association Factors Associated Cities of 2020 California — Orange 2021 Redistricting: The Rules have Changed County 2020 California Municipal Municipal Redistricting in 2021: New Rules Law Conference of the Road California 2019 Association of Transitioning to By -Trustee -Areas Elections School Business Officials USC City/County The Challenges of Municipal Election 2019 Fellowship Program Districts 2019 California Special District Elections and the California Voting Districts Association Rights Act California Special Converting From At -Large to By -District 2018 Districts Association Elections Under the California Voting Rights Act 2018 Riverside County Redistricting and the California Voting Bar Assoc. Rights Act California School Voter Districts: The Link Between Strong 2018 Board Assoc. Community Engagement and a Successful Process Page 21 NDC National Demographics Corporation California School 15 Years with the California Voting Rights 2017 Board Assoc. Act: Lessons Learned and Challenges Ahead UC's National Public 2017 Service Law Moderator, "Voting Rights 101" Conference Los Angeles County 2016 School Business CVRA: What CBO's Need to Know Officials Los Angeles County The CVRA: What School Board Members 2016 School Trustees Need to Know Assoc. Associated Cities of 2015 California — Orange The California Voting Rights Act County 2015 California School The California Voting Rights Act: What Board Assoc. Board Members Must Know Los Angeles County CVRA & Districting: The Demographer's 2015 School Boards Assoc. Perspective Lunch Keynote: "California's next 2011 Channel Cities Club experiment: independent, public redistricting" Advisor to Charter Review Commissions on Redistricting Provisions NDC advised the following groups on the redistricting and voting rights provisions of their charter revisions and ordinances: 2016 City of El Cajon charter revision and public education outreach 2015/16 Castaic Lake Water Agency and Newhall County Water District merger 2015/16 City of Corona Charter Revision Pasadena Unified advisor to Charter Revision Commission 2011/12 creating a redistricting commission and moving District to by - district elections 2009/ 10 City of Menifee advisor to by -district -elections ordinance language committee City of Modesto advisor to Charter Revision Commission 2006-08 creating an independent redistricting commission and public education outreach 2003 City of Goleta ordinance writing and public education outreach Page 22 NDC National Demographics Corporation Expert Witness and Litigation Consultant NDC President Douglas Johnson served as an expert witness in the following election and redistricting law cases: 2020 Chestnut v Merrill Alabama 2019 City of Redondo Beach vs State of California 2019 Ruiz-Lozito vs West Contra Costa Unified School District 2019 Common Cause v Lewis (North Carolina) 2018 Philli Randolph Institute v Smith Ohio 2018 League et al. v. Johnson chi an 2017 Luna v County of Kern 2018 Covington v State of North Carolina 2016 Garrett v City of Highland 2015 Jamarillo v City of Fullerton 2015 Harris vs Arizona Independent Redistricting Commission 2015 Solis v Santa Clarita Community College District 2015 Jauregui et al vs City of Palmdale 2014 Diego v City of Whittier NDC Staff also served as litigation consultants for jurisdictions in the following California Voting Rights Act cases: 1. Anaheim 7. Santa Clarita 2. Carson 8. Whittier 3. Compton 9. Santa Clarita Community 4. Escondido College District 5. Modesto 10. Tulare Health Care District 6. Poway Trusted Advisor to Local Government and Redistricting Reform Groups NDC acted as an informal advisor to the California League of Cities and the California School Board Association during the debate over the AB849 "FAIR MAPS Act" in 2019. NDC acted as an informal advisor to the California League of Cities during the debate over AB1276 (revising the FAIR MAPS Act provisions) in 2020. NDC provided ideas, advice, maps and research to the 2008 Common Cause -led coalition that drafted and successfully advocated for Proposition 11, which created California's State -level Independent Redistricting Commission. Page 23 NDC National Demographics Corporation NDC President Douglas Johnson at Governor Schwarzenegger's press conference in support of redistricting reform. (Left to right: Assembly Democratic Legislator John Laird, USC Senior Fellow Dan Schnur, Greenlining Institute representative (name unknown), AARP President Jeannine English, NDC President Douglas Johnson, Governor Arnold Schwarzenegger, League of Women Voters Senior Director Trudy Schafer, State Senate Republican Bill Leonard, League of Women Voters President Jacqueline Jacobberger, and three unidentified men). NDC Testimonials Here is a sampling of what people have to say about NDC: "Our decision to work with National Demographics came out of our extraordinary city-wide success m 2015 with their work designing the original districts. I think anyone who participated in that process realized that the technical solutions they created opened access to literally dozens of people creating their own maps and it created a vlbrantprocess." Santa Barbara City Attorney Ariel Calonne `Here's a great expert.... today you bring him in for what sounds like good information, very smart man up here. " United States Fourth District Court Judge James A Wynn, Covington v North Carolina, United States District Court for the Middle District of North Carolina, Case No. 1:15CV399 Page 24 NDC National Demographics Corporation `I have worked on Congressional, Legislative, Los Angeles County and Los Angeles City redistricting maps on behalf of the Latino Caucus and grassroots Latino organizations for over 30 years. Douglas. Johnson is one of the top redistricting experts in California, and he is who I would pick to draw a map for me anywhere in the state. " Alan Clayton, retired Executive Director of the Los Angeles County Chicano Employees Association "The excel spreadsheet is a fantastic tool. just -plug in the letter by district and on the tab see a running total ofpopulation by assigned drstrict. It's cool." Modesto resident's comment, June 16, 2008 "One of the fast and in retrospect one of the best, decisions made by our commission was to hire Douglas Johnson and his colleagues at National Demographics Corporation as our primary consultants. I have never had the opportunity to work with a more highly quabfred, hard-working dedicated, professional and classy mdlvidual orgroup than Mr. Johnson and his associates at NDC." Jim Huntwork, Arizona Independent Redistricting Commissioner (Republican) `In addition to his technical expertise, Doug had a keen sense ofhow to help us navigate the complexities oftheprocess. He understands redistricting better than any person I know. He has a unique ability to synthesize that which is very complicated and make it very understandable for the public. He frequently would present various options, without representing any position, clearly delineating differences and challenges of each option in a clear and succinctmanner." Josh Hall, Arizona Independent Redistricting Commissioner (Democrat) `It was a great pleasure to work with Doug Johnson and NDC during the first Independentredistrtcting effortin Arizona. Dougand his staffwere professional, efficient, responsive, and even-handed They listened very carefully to the instructions given by the commission and performed each mapping task without bias of any kind I would highly recommend NDC to any, jurisdiction, or commission, wishing to have a successful redistricting process. " Steven W. Lynn, Chair, Arizona Independent Redistricting Commission (Independent) Page 25 NDC National Demographics Corporation "Thank you for all ofyour hard work, assistance, and patience with me during this year of CVRA conversion to by -area trustee elections. Your continual reassurance and support is dealing with all of the details was sincerely appreciated We all have jobs to do, but when working with all ofyou I felt that you always went the extra mile to support our District with excellent customer service. The multiple revisions, extra conference calls, and follow up suggestions made a difference to Scott Linda, and me. I personally enjoyed joking around with each of you while remaining professional in all presentations. It was a pleasure working with all ofyou. " Jennifer Williams, Ed. D., Fullerton Joint Union High School District, Executive Director Administrative Services "Thank you for taking time out ofyour busy schedule to participate in the City Official Roundtable Ihosted on the 2020 U.S. Census at the Redondo Beach Performing Arts Center. I appreciate that -you shared your expertise on the Census to thegovemmentofficials who werepresent. Itis critical that we work together to ensure that everyone is counted in the upcoming Census. " Ted W. Lieu, Member of Congress, California 33`d District. Page 26 NDC National Demographics Corporation Impeccable References W All of NDC's former clients — without exception — can be contacted for references. The following is only a sample of references: Mr. Graham Mitchell. City Manager. City of El Cajon. 200 Civic Center Way. El Cajon. CA 92020. (619) 441-1716. GMitchell@cityofelcajon.us. Mr. Jason Stilwell. City Manager. City of Santa Maria.110 E. Cook Street. Santa Maria. CA 93454-5190. (805) 925-0951 ext. 2200. jtilwell@cityofsantamaria.org. Mr. Marcus Walton. Communications Director. West Contra Costa Unified. I im Bissell Ave., Room 211-215. Richmond, CA 94801. 510-205-3092. mwalton@wccusd.net. Mr. Jonathan Vasquez. Superintendent. Los Nietos School District. 8324 S. Westman Ave., Whittier, CA 90606. (562) 692-0271 Ext. 3212 jonathan_vasquez@lnsd.net. Ms. Jennifer Fitzgerald, Mayor, City of Fullerton. 303 W. Commonwealth Avenue. Fullerton, CA 92832. (714) 402-3106. jennifer@curtpringle.com. Mr. James Atencio. Assistant City Attorney. City of Richmond. 450 Civic Center Plaza. Richmond, CA 94804. 510-620-6509. James_Atencio@ci.richmond.ca.us. Ms. Isabel Montenegro. Administrative Assistant. Inglewood Unified. 401 South Inglewood Avenue, Inglewood, CA 90301. 310-419-2799. iontenegro@inglewood.kl2.ca.us. Ms. Pam Abel. Superintendent. Modesto City Schools. 426 Locust Street. Modesto. CA 95351-2631. (209) 574-1616. able.p@mcs4kids.com. Mr. Darrell Talbert. City Manager. City of Corona. 400 S Vicentia Avenue. Corona. CA 92882-2187. 951.279.3670. Darrell.Talbert@ci.corona.ca.us. Mr. David Silberman. Deputy County Counsel. San Mateo County. 400 County Center. 6th Floor. Redwood City. CA 94063. 650-363-4749 dsilberman@smcgov.org. Judge Hugh Rose (retired). Chairman. City of Modesto Districting Commission. 508 King Richard Lane. Modesto. CA 95350. Phone (209) 522-0719. Email: hhrose@hotmail.com. Ms. Lucinda Aja. City Clerk, City of Buckeye, Arizona. 100 N Apache Rd, Suite A, Buckeye, AZ 85326. Phone (623) 349-6007. Email: laja@buckeyeaz.gov. Page 27 NDC 8.4 Fee Schedule National Demographics Corporation JEL 1. Basic Project Elements (covers everything except for per -meeting and optional expenses): .......................................................................................... $ 29,500 2. Per -Meeting expense: • In -person attendance, per meeting............................................................ $ 2,750 • Virtual (telephonic, Zoom, etc.) attendance, per meeting ...................... $ 1,250 For each meeting, NDC will prepare meeting materials, including presentation materials and maps; present and explain key concepts, including mandatory and traditional redistricting criteria and "communities of interest"; facilitate conversations; answer questions; and gather feedback on existing and proposed boundaries. Per -meeting prices include all travel and other anticipated meeting -related expenses. Telephone calls to answer questions, discuss project status, and other standard project management tasks do not count as meetings and do not result in any charge. 3. Optional Project Elements: a) Project website........................................................................................ $ 6,500 b) Public mapping tool options: • ESRI Redistricting....................................................................................... • Caliper -centered system including all elements below .............. $ 18,500 • 'Maptitude Online Redistricting" (MOR) • Tuft University's "DistrictR" (a simple neighborhood mapping tool) • Public Participation Kit paper- and Excel -based mapping tool c) DistrictR without MOR or ESRI......................................................... $ 7,500 d) Public Participation Kit mapping tool without MOR or ESRI....... $ 5,500 e) Working with independent or advisory redistricting commission....................................................................... no additional charge f) Additional outreach assistance ............. separately contracted * ESRI prices its software on a jurisdiction -by -jurisdiction basis. The lowest prices we have seen are $80,000 and up. If that is an option the jurisdiction would like to pursue, NDC will request a specific price for your jurisdiction from ESRI. Other Potential Project -Related Expenses: The most common additional project expenses would be any site or staff costs for conducting the community forums and the cost of printing or copying paper copies of the "Public Participation Kit." In NDC's experience, most participants will download and print the Kits in their own homes or offices. Page 28 NDC Additional Analysis National Demographics Corporation NDC is happy to assist with any additional analysis that the client requests at our standard hourly rates: Principal (Dr. Douglas Johnson) .................$300 per hour Vice President Austin Levitt) ....................... $250 per hour Senior Consultant .......................................... $200 per hour Consultant....................................................... $150 per hour Analyst / Clerical ........................................... $50 per hour Dr. Johnson is also available for deposition and/or testimony work if needed, at $350 per hour. Requested Payment terms: NDC requests that the "Still Balanced" project fee be paid at the start of the project; that the difference between the "Still Balanced" fee and half of the "Basic Project Elements" be paid once the decision to update the district lines is made; and the balance of the project costs be paid at the conclusion of the project. Exception: "Still Balanced" Jurisdictions For a few jurisdictions, the existing election areas will still meet the equal population and voting rights act requirements using new 2020 Census data and the requirements of California's new "Fair Maps" law. These jurisdictions have the option simply retain the existing map without drawing and holding hearings on alternative maps. For jurisdictions electing this approach, the project would conclude with that decision. Includes all the services listed below: .............................................................. $ 8,500 • Compile total population and Citizen Voting Age Population data. • Import existing election area lines. • Compile population data by election area and calculate population deviations, prepare memo summarizing findings. "Still Balanced" optional project elements and per -meeting expenses Meeting attendance and optional project elements are not included in the "minimal change" project base fee. If requested, NDC team members participate in "minimal change" project hearings or forums at the same "per meeting" expenses, and optional project elements are provided at the same prices listed for a standard project in the previous section of this proposal. Page 29 J%Avv� NDCNational Demographics Corporation 8.4 Excluded or Subcontracted Sesvlces NDC's proposal does not exclude any requested services. All primary project tasks are performed by NDC. The only subcontracted services are optional project elements: NDC website: Tripepi Smith provides website hosting and initial website setup of NDC-provided websites (jurisdictions can also build the website in-house, or contract directly with Tripepi Smith — or subcontract Tripepi Smith through NDC — for a more elaborate online and social media outreach campaign). Software and hosting are subcontracted to the software provider for the project public mapping tool online options: Caliper "Maptitude Online Redistricting," ESRFs online redistricting tool, and DistrictR. 8.5 List ofProjects Conducted The following is a list of NDC's local government districting and redistricting projects over the last twenty years — and the list does not include our new 2021 clients. The 368 projects listed below include seven counties; over 125 cities; over 130 school districts, 13 community college districts, and more than two dozen special districts of various kinds. Alhambra Alpine Union Elementary Alta Irrigation Alta Vista Anaheim Antelope Valley Community College Apple Valley Apple Valley Fire Arcadia Arizona Independent Redistricting Commission Atwater Bakersfield City Schools Banning Barstow Barstow Community College Barstow Unified Bellflower Big Bear Lake Bonsall Union Elementary Borrego Springs Unified Brea-Crinda Unified Buckeye Buena Park Buena Park Elementary Burton Elementary Cabrillo Unified Cajon Valley Union Elementary Calistoga Joint Unified Camarillo Campbell Campbell Union High Capistrano Unified Cardiff Elementary Carlsbad Carlsbad Unified Carpinteria Sanitary District Carpinteria Valley Water Page 30 Carson Caruthers Caruthers Unified Castaic Elementary Cathedral City Cayucas Centinela Valley Central Arizona College Central Sanitary Central Unified Centralia Elementary Ceres Chino Chino Hills Chula Vista Elementary Citrus Heights Citrus Heights Water Claremont Claremont Unified Clay Joint Elementary Clovis Unified Coalinga Healthcare AAVV t NDC National Demographics Corporation Coalinga -Huron Unified Folsom Cordova Unified Jurapa Valley Coast Community Fontana Kerman Unified College Fowler Unified Kern Union High Coastside County Water Fresno County Office of Keyes Union Compton Education King City Corona Fresno Irrigation Kings Canyon Unified Coronado Unified Fresno Unified School District Covina Valley Unified Fullerton Kings River Cuesta Fullerton Joint Union Conservation District Cypress Elementary High Kings River Elementary Dana Point Gilroy Unified Kingsburg Dehesa Elementary Glendale Community Kingsburg Elementary Del Mar Union College Charter Elementary Glendale Unified Kingsburg Joint Union Desert Healthcare Glendora High Dinuba Unified Glendora Unified La Mesa -Spring Valley Duarte Golden Plains Schools La Mirada East Whittler CSD Goleta Lake Arrowhead CSD Eastern Sierra Unified Goleta Sanitary District Lake Elsinore Eastside Union Goleta Valley Water Lake Forest Elementary Greenfield Lakeside Union Eastvale Greenfield Union Elementary El Cajon Grossmont Healthcare Lakewood El Monte High Grossmont Union High Lancaster City El Tejon Unified Grossmont-Cuyamaca Elementary Elk Grove Community College Lawndale Elementary Elk Grove Unified Guadalupe Union Le Grand Union Encinitas Half Moon Bay Elementary Encinitas Union Hemet Lemon Grove Elementary Hermosa Beach Elementary Escalon Unified Elementary Lemoore Escondido Hesperia Leucadia Wastewater Escondido Union Hi Desert Water Lincoln Elementary Highland Lindsay Unified Escondido Union High Hughson Unified Little Lake City Schools Exeter High Imperial Beach Lodi Exeter Union Elementary Imperial Irrigation Lompoc Exeter Union High District Los Alamitos Fairfield Indio Los Alamitos Unified Fairfield-Suisiun Unified Inglewood Unified Los Banos Fallbrook Regional Irvine Unified Los Nietos Elementary Health Jamul-Dulzura Union Lowell Joint Union Fallbrook Union Elementary Lucia Mar Elementary Joshua Basin Water Madera Fallbrook Union High Julian Union Elementary Madera Unified Firebaugh Julian Union High Magnolia Elementary Firebaugh-Las Deltas Jurupa Community Martinez Joint Unified Service District Menifee Page 31 AAVV t NDC National Demographics Corporation Menlo Park Palomar Community San Diego County Merced City College San Diego Community County Palomar Healthcare College Merced City Elementary Panama -Buena Vista San Diego County Office Merced Union High Union Elementary of Education Mesa Parlier San Dieguito Union High MiraCosta Community Pasadena San Jacinto Unified College Pasadena Unified San Joaquin County Modesto Paso Robles Office of Education Modesto City Schools Patterson San Juan Capistrano Modoc Unified Peoria San Juan Unified Mojave Water Agency Perris Union High San Luis Obispo County Monson -Sultana Joint Pixley Union Elementary (Cuesta) Community Union Elementary Placentia College Monterey Airport Placentia Yorba Linda San Luis Obispo County Monterey Park Pleasant Valley Parks & Office of Education Moorpark Rec San Marcos Moreno Valley Pleasant View San Marcos Unified Morgan Hill Pomona Unified San Mateo County Morgan Hill Unified Porterville San Miguel Fire Morongo Unified Porterville Unified Protection District Mountain Empire Poway San Pasqual Union Unified Poway Unified Elementary Murrieta Ramona Unified San Rafael Napa Rancho Cordova Unified San Rafael City Schools Napa Valley Unified Rancho Cucamonga San Ysidro Elementary National Elementary Rancho Santa Fe Sanger New Jerusalem School Elementary Santa Barbara District Rancho Santiago Santa Clara Valley Water Newhall Elementary Community College Santa Clarita Newman -Crows Landing Redlands Santa Clarita Valley Unified Redwood City Water Novato Reedley Santa Cruz City Oak Grove Elementary Richland School District Santa Cruz City Schools Oakland Richland Union Santa Maria Oceanside Unified Elementary Santa Maria Airport Ojai Riverbank Santa Rosa Ontario Riverbank Unified Santee Orange Riverdale Unified Santee Elementary Oxnard Rohnert Park Selma Pacific Union Rosedale Elementary Selma Unified Pacifica Roseville Sequoia Union High Palm Desert Rowland Water Sierra Community Palm Springs Salida Union College Palmdale San Benito High Simi Valley Palmdale Water San Bernardino County Simi Valley Unified Palo Verde Elementary San Bernardino Water Solana Beach San Diego City Solana Beach Elementary Page 32 NDC South Bay Union South Coast Water South Pasadena South San Francisco South San Francisco Unified Southwestern Spencer Valley Elementary Stanton Stockton Strathmore Union Elementary Sulphur Springs Elementary Sundale Union Elementary Sunnyvale Surprise Sweetwater Union High Tehachapi Temecula Three Valleys Municipal Water Torrance Torrance Unified Tri-City Healthcare Tulare City National Demographics Corporation Tulare City Elementary Tulare County Office of Education Tulare Joint Union High Tulare Regional Health Care District Tulelake Basin Tuolumne County Office of Education Turlock Turlock Unified Tustin Unified Twentynine Palms Twin Rivers Unified Union City Upper San Gabriel Valley Water Vallecitos Elementary Vallejo Valley Center Pauma Unified Valley Sanitation Ventura City Visalia Visalia Unified Vista Vista Unified Walnut Valley Water 9. Campaign Contributions Warner Unified Wasco Washington Colony Elementary Washington Unified Washington Union Waterford Union Weaver Union Elementary West Covina West Fresno Elementary West Valley Water Western Municipal Water Westminster Westside Community Health Care District Whittier Whittier City Schools Whittier Union High Wildomar Winton Water Woodlake Unified Woodlake Union Yucaipa Yucca Valley Yuma County Neither NDC nor any of its principals have made any campaign contributions to any West Covina current or past officeholders. Conclusion Since its founding NDC has been the nation's preeminent company devoted to local election systems. To summarize: • NDC has more experience in the field of municipal political election systems than any other company. • NDC's experience and expertise has been recognized by our hundreds of clients, the California League of Cities, the California School Board Association, the California Special District Association, and the National Conference of State Legislatures. Page 33 NDC National Demographics Corporation • NDC, founded in 1979, has a demonstrated record of financial solvency. • NDC's hardware and software resources were specially designed and acquired for districting and redistricting purposes. • NDC's highly respected personnel have impeccable credentials in each aspect of the districting and redistricting processes. • NDC's suggested approach has been tested in many jurisdictions. • Any NDC client can be contacted for testimonials and reference. • NDC has demonstrated experience over many years in working with the press and media on local election system issues. • Neither the justice Department nor any Court has ever rejected any of over 350 local government maps adopted through NDC-managed districting and redistricting projects. NDC takes pride in tailoring each project to the needs and goals of each individual client. NDC is open to any feedback, concerns, requests, or changes regarding this proposal. NDC looks forward to the opportunity to work with you on this project. Page 34 NDC Proposal Acceptance National Demographics Corporation The terms of this proposal are available for 90 calendar days from its delivery to you. In most situations, NDC is open to extending that period of time to meet any particular needs of your jurisdiction. If your jurisdiction has specific contract and/or letter of agreement language you prefer to use, please provide it and ignore the signature block below. If you prefer, simply sign two copies of this proposal in the signature block below and return them to NDC. Once signed by NDC, one copy will be returned to you. Thank you. For National Demographics Corporation For West Covina Douglas Johnson, President Date Page 35 Date Appendix Douglas Mark Johnson P.O. BOX 5271 Glendale, CA 91221 djohnson@NDCresearch.com mobile: (310) 200-2058 office: (909) 624-1442 fax: (818) 254-1221 Employment President, National Demographics Corporation, 2006 — present. Senior Analyst, National Demographics Corporation, 2001 — 2006. Fellow, Rose Institute of State and Local Government, 2001 — present. Project Manager and Senior Manager at three internet startup companies, 1999 - 2001. U.S. Representative Stephen Hom, Legislative Director and System Manager. 1993 —1997. Coro Foundation, Fellowship in Public Affairs. 1992 — 1993. Rose Institute for State and Local Government, Student Manager. 1989 —1992. Education Claremont Graduate University, Ph.D. in Political Science, 2015. Dissertation: "Independent Redistricting Commissions: Hopes and Lessons Learned." UCLA Anderson Graduate School of Management, MBA, 1999. Claremont McKenna College, BA in Government (Political Science), 1992. Academic Honors Graduated Cum Laude from Claremont McKenna College. Phi Beta Kappa. Philip Roland Prize for Excellence in Public Policy. Publications and Articles Christian Science Monitor "Let the public help draw voting districts," October 25, 2013. New York Times, "The Case for Open Primaries," February 19, 2009. Los Angeles Times Opinion Articles: "A neighbor's help on redistricting" June 24, 2007. "A Trojan horse primary for the GOP" February 25, 2007. "Where a porn palace stood" (article on redevelopment), July 30, 2006. Fresno Bee Opinion Article: "The Poison Handshake" June 15, 2004. Redistricting in America. Rose Institute of State and Local Government, 2010. Restoring the Competitive Edge: California's Need for Redistricting Reform and the Likely Impact of Proposition 77. Rose Institute of State and Local Government, 2005. "Competitive Districts in California" Rose Institute of State and Local Government, 2005. Latinos and Redistricting: "Californios For Fair Representation" and California Redistricting in the 1980s. Rose Institute of State and Local Government, 1991. Speaker or Panelist California School Board Association Annual Education Conference panelist: "The California Voting Rights Act: What Board Members Must Know." December 4, 2015. Associated Cities of California — Orange County, Keynote Speaker, Newly Elected Officials' Reception and Dinner, "The California Voting Rights Act," January 29, 2015. California League of Cities, City Manager Department, 2015 Department Meeting: "Opportunity to Engage Residents: The California Voting Rights Act." January 29, 2015. California League of Cities, City Clerk Department, 2014 Annual Meeting. "Whose Line Is It Anyway: Making the transition from at -large to by -district elections." September 3, 2014. National Conference of State Legislatures, Redistricting and Elections Standing Committee: 2007 Spring Forum, "The Arizona Independent Redistricting Commissions' experiences with the first -ever independent redistricting." National Conference of State Legislatures, Redistricting and Elections Standing Committee: 2008 Spring Forum, "Communities of Interest In Redistricting. A Practical Guide." Douglas Mark Johnson National Conference of State Legislatures, Redistricting and Elections Standing Committee: 2009 Fall Forum, "The Key to Successful Redistricting." National Conference of State Legislatures, Redistricting and Elections Standing Committee: 2010 Spring Forum, "Communities of Interest in Redistricting. A key to drawing 2011 plans (and for their defense)." National Conference of State Legislatures, Redistricting and Elections Standing Committee: 2011 Winter Forum, "Citizen Voting Age Data from a line -drawer's viewpoint." Luncheon Keynote Speaker, Santa Barbara's Channel Cities Club "California's next experiment: independent, public redistricting," January 18, 2011. Annual Conference, Arizona League of Cities and Towns, Presenter at "Redistricting Law and the Voting Rights Act: What It Means for Your City or Town in 2011," August 25, 2010. Redistricting. The 2010 Census. and Your Budget, Sponsored by the Rose Institute of State and Local Government, California League of Cities, October 15, 2009. Arizona Election Law 2010 Continuing Legal Education Conference. "Communities of interest and technology in redistricting," sponsored by the Arizona State Bar Association, March 2010 California's New Independent Redistricting Commission, sponsored by the Irvine Foundation and the California Redistricting Collaborative, December 15, 2009 Tribal Association of Sovereign Indian Nations (TASIN) Legislative Day 2009, "The 2010 Census and 2011 Redistricting in California," December 2, 2009. California School Board Association, "Litigation Issues and the California Voting Rights Act," December 4, 2009. California Latino School Boards Association, "Introduction to the California Voting Rights Act," August 20, 2009. Building a National Reform Movement, Salt Lake City, Utah, 2006, conference on redistricting reform hosted by the League of Women Voters, Campaign Legal Center, and The Council for Excellence in Government Texas Tech University, "A Symposium on Redistricting," May, 2006 California League of Cities, "Introduction to the California Voting Rights Act." Voices of Reform a project of the Commonwealth Club of San Francisco: multiple forums on redistricting and / or term limits, 2006 — 2007 Classroom speaker at Pepperdine University, the University of La Verne, Pomona College and Claremont McKenna College Justin Mark Levitt P.O. BOX 5271 Glendale, CA 91221 j levitt@ND Cre search. corn mobile: (480) 390-7480 office: (818) 254-1221 fax: (818) 254-1221 Employment Vice -President, National Demographics Corporation, 2012 — present. Senior Analyst, National Demographics Corporation, 2003 — 2011. Instructor in Political Science, University of California, San Diego, 2012 — present. Graduate Research Fellow, Center for US -Mexico Studies, 2010 — present. Graduate Research Fellow, University of California, San Diego, 2008 — 2010 and 2013 — 2014. Jesse M. Unruh California Assembly Fellow. 2006 — 2007. Rose Institute for State and Local Government, Student Manager. 2005 — 2006. Education University of California, San Diego, Ph.D. Political Science, 2016. Dissertation title: "The Impact of Geographic Patterns on Tradeoffs in Redistricting." Claremont McKenna College, BA in Philosophy, Politics and Economics (PPE), 2006. Academic Honors California Studies Fellow, University of California, San Diego, 2007 — 2009 Graduated Cum Laude from Claremont McKenna College. Publications and Conference Presentations Settle, Jamie, Robert Bond, and Justin Levitt. 2011. "The Social Origins of Adult Political Behavior." American Politics Research: 39 (2). 239-263 Miller, Kenneth and Justin Levitt. 2007. "The San Joaquin Valley." In The New Political Geography of California. Eds. Frederick Douzet, Thad Kousser, and Kenneth Miller. Berkeley: Institute of Government Studies. "The Political Geography of Tradeoffs in Redistricting" Paper presented at the State Politics and Policy Conference, Iowa City,1A, 2013 Getting What You Want: A Bargaining Approach to Fair Division in Redistricting. Paper presented at the "Challenging Urban Borders : the geopolitics of immigration and segregation" workshop, Berkeley, CA, 2013 and the State Politics and Policy Conference, Houston, TX, 2012 "An Atlas of Public Health in Mexico" (with Alberto Diaz Cayeros). Paper presented at the Hewlett Foundation Conference on Public Health, Mexico City, DF. 2012 "Remoteness and the Territoriality of Public Health" (with Alberto Diaz Cayeros). Paper presented at the American Political Science Association conference, Seattle, WA. 2011 "Initiatives as revealed preferences" Paper presented at the American Political Science Association conference, Seattle, WA. 2011 `No Se Puede: Latino Political Incorporation in Phoenix.". Paper Presented at the New Political Geography of California conference, Berkeley, CA., 2009 Justin Mark Levitt `Political Change in the Central Valley" Paper Presented at the Western Political Science Association conference, Las Vegas, NV.,2007 Worldng Papers Hill, Seth, Thad Kousser, Alex Hughes, and Justin Levitt. ND. "How Competitiveness Shapes Infrequent Primary Voters Response to Receiving a GOTV Mailer." Diaz-Cayeros, Alberto and Justin Levitt. ND. "Remoteness and the Territoriality of Public Health." Levitt, Justin. ND. "Getting What You Wank A Bargaining Approach to Fair Division in Commission - led Redistricting.,, Teaching Experience California State University, Long Beach, Department of Political Science Adjunct Professor—POSC 327 (Urban Politics) Spring 2016-Present Adjunct Professor—POSC 229 (Cases in Policy Analysis) Present Adjunct Professor—POSC 412 (Law and Social Change) Spring 2016-Present Adjunct Professor—POSC 399 (California Politics Short Course) Present University of California, San Diego, Department of Political Science Co -Instructor —UPS 170 (Regional Governance Reconsidered) Spring 2015 Instructor—Poli 100A (The Presidency) Fall 2014 Instructor—Poli 160AA (Introduction to Public Policy Analysis) Fall 2013 Instructor—Poli 10 (Introduction to American Politics) Summer 2013 _�ir'1n(lrt NDC Employment Jeff Simonetti National Demographics Corporation, Consultant, 2020 to present Capitol Core Group, Senior Vice President, 2016 to present The Kosmont Companies, Vice President, 2014 to 2016 Stratecon, Inc. Research Analyst, 2013 to 2017 Building Industry Association Baldy View Chapter, Senior Vice President of Government Affairs, 2005 to 2012 Boston University, Master of Business Administration, 2014 Claremont McKenna College, Bachelor of Arts, 2005 Research Student Manager at the Rose Institute of State and Local Government, 2005 Kosmont Cost of Doing Business Survey Manager, at the Rose Institute of State and Local Government, 2004 to 2005 Research analyst at the Harvard Kennedy School's Harvard Project on American Indian Economic Development, 2003 and 2005 Publications Editing Assistant for The State of Native Nations, a book published by the Harvard Project on American Indian Economic Development in 2008 Regular Blogger for Stratecon's Journal of Water and "Hydrowonk" blog Ridgecrest Daily Independent, "Update Provided on Imported Water Goal," May 22,2019. Ridgecrest Daily Independent, "Imported Water Options Presented to IWV Groundwater Authority," August 17, 2018. Long Beach Press Telegram, "California Cities Adopt Landscaping Rules in Water Conservation Effort," January 10, 2010. Inland Valley Daily Bulletin, "Apartment, Condo Construction Permits Take Jump During May," July 1, 2011. Speaker or Panelist Association of Defense Communities, February 2020 related to infrastructure and economic development to support US defense communities Various panels and public forums as consultant for the Economic Development Element of the Fontana General Plan Update, 2015 _>rir'1n(lrt NDC Employment Todd Tatum Consultant, National Demographics Corporation, 2020 — present Senior Advisor, Capitol Core Group, Inc., 2018 — present Vice President and Chief Financial Officer, American Housing Group, Inc., 2001 — 2018 Vice President of Operations, Tatum Development Group, 1990 — 2001 Vice President of Operations, Narcissa Homes, 1989 - 1990 Legislative Assistant, U.S. Representative Joseph Kennedy, 1987 —1989 Education Harvard University, Bachelor of Arts Degree Candidate, Government Major 1983-1986 Victor Valley College -General Studies, 1980-1982 Apple Valley High School, 1980 Board of Directors of the Building Industry Association's Baldly View Region, 2003 — 2014 President, Building Industry Association's Baldly View Region, 2006 — 2010 Board Member, Mojave Desert Resource Conservation District, 2002 — 2004 Board Member, San Bernardino County Fair Board, 2001 — 2011 Regional Director, California Democratic Party, 2004 — 2008 Chairman, San Bernardino County Democratic Central Committee, 2000 — 2004 Treasurer, San Bernardino County Democratic Central Committee, 1996 — 2000 Member, San Bernardino County Democratic Central Committee, 1994 —1996 Redistricting with Tripepi Smith By -district elections are becoming increasingly common in local government agencies throughout California. The California Voting Rights Act, passed in 2001, was the impetus for much of this change. Today, more than 300 local government agencies have districts of some form, and the number continues to rise as local government agencies are compelled to settle lawsuits or avoid legal battles. About Tripepi Smith and Our Redistricting Team Tripepi Smith is a team of 23 communications experts —robust enough to offer experienced and effective professionals for the job, yet small enough to be nimble and responsive. Tripepi Smith offers a spectrum of skills that allows us to match the appropriate resource to the task at hand, letting us execute faster and reduce engagement costs. These resources vary by both years of experience and core hard skills (public policy versus graphic design versus videography versus writing versus social media, for example). Tripepi Smith is experienced in helping local governments execute community education and outreach initiatives for district formation and redistricting processes. We have worked extensively with agencies on their district public forums, created districting information portals and organized a conference on local redistricting for nearly 200 local government practitioners. The combined talent of our policy experts, in-house design team and videographers delivers professional communications that make our clients proud and better inform the public about this complex process. Tripepi Smith has the skills and experience to help local governments implement successful outreach strategies for district formation and redistricting outreach. The team's skills and certifications range from excellent written communication skills to Tableau for data analytics to Google Ads to event planning and project management. Tripepi Smith Redistricting Services California State law has identified outreach as a core component of the redistricting process. The Tripepi Smith team can provide jurisdictions with some or all of the following services: Project Management Tripepi Smith can facilitate all project calls for this engagement and create a living agenda to manage the efforts and timing between the demographer, legal counsel, City and Tripepi Smith from the beginning of the outreach process to the map adoption. In -Person Meetings If possible with COVID-19 limitations, Tripepi Smith can coordinate with City staff to identify venues and dates to host in -person workshops and meetings to seek public feedback on new district lines and provide information on map -drawing tools. Tripepi Smith can devise an agenda, facilitate discussions, document community feedback and promote positive engagement around the process. Additionally, Tripepi Smith can provide graphic design services to create bilingual PowerPoint decks for the presentations and flyers for attendees. We can coordinate simultaneous translation with local partners. Tripepi Smith can also facilitate recording the meetings and provide videos, with any relevant slides interspersed and closed captions. These videos would likely fulfill the requirement to post a summary of the meeting. Virtual Meetings Tripepi Smith can also coordinate and facilitate virtual meetings and workshops to seek public feedback and educate residents on map -drawing tools. Tripepi Smith can also work with City staff to promote the meetings and to leverage our identified outreach and advertising work to promote meeting participation. Our videographers can process recordings of the meetings to fulfill posting requirements. Press Release/News Article for Website Tripepi Smith can draft press releases on the jurisdiction's redistricting efforts and manage media relations to promote each step in the redistricting process reaches local and broad - reaching media. Creation and Updates to Bilingual Redistricting Website Tripepi Smith can create and maintain a bilingual redistricting website or subpages in coordination with the demographer. The website/pages would include resources for the community, including all required information about meetings and draft maps. Social Media Support Tripepi Smith can create bilingual copy and graphics for social media posts about the redistricting process, as well as boost posts (paid advertising) on Facebook and Instagram to help spread the word about meetings and solicit public commentary. Get in touch with Tripepi Smith President Ryder Todd Smith (626.536.2173 1 RVder@TripepiSmith.com) to start planning. FTVME NTRINXiTlOGIN DEMOGRAPHICS & RESEARCH Professional Redistricting Consultant Services RFP #12-001 PROPOSAL May 24, 2021 TABLE OF CONTENTS COVERPAGE.............................................................................................................................. 1 TABLE OF CONTENTS.............................................................................................................. 2 CITY OF WEST COVINA COUNCIL DISTRICTS MAP(2017)........................................... 3 SECTION 1- COVER LETTER................................................................................................ 4 SECTION 2 - PROJECT SUMMARY.................................................................................... 5-6 SECTION 3 - METHODOLOGY.......................................................................................... 7-10 METHODOLOGY................................................................................................................... 7-9 MAJOR EVENTS AND TASK CHART................................................................................... 10 SECTION 4 - ATTACHMENT B - FEE SCHEDULE........................................................... 1 I SECTION 5 - EXCLUDED OR SUBCONTRACTED SERVICES..................................12-31 PROJECTTEAM................................................................................................................. 12-18 RESUMES............................................................................................................................19-31 SECTION 6 - LIST OF PROJECTS CONDUCTED 32-39 SECTION 7 - ATTACHMENTS..........................................................................................40-41 ATTACHMENTA.................................................................................................................... 40 ATTACHMENTD.................................................................................................................... 41 2 +u. V, District 5 City of West Covina District t - Councilmember Tabatabai District 2 - Mayor Lopez-Viado District 3 - Councilmember Diaz District 4 - Mayor Pro Tern Castellanos District 5 - Councilmember Wu 0 .5 1 1.5 Miles Inner 3 BEAR'"; DEMOGRAPHICS & RESEARCH May 24, 2021 The Honorable Lisa Sherrick City Clerk City of West Covina 1444 W. Garvey Avenue S. 4317 West Covina, CA 91790 RE: PROFESSIONAL REDISTRICTING CONSULTANT SERVICES RFP #12-001 Dear Madame City Clerk: Please accept this submitted proposal as an indication of our genuine and sincere interest to serve as the consultants for the 2021-22 City of West Covina redistricting process. As noted in the proposal, I have served in leadership positions on several projects in the past, including the forthcoming 2021 LAUSD, 2022 City of Alhambra, and 2022 Chino Basin Water Conservation District maps. My colleague David Ely, owner of Compass Demographics, is a key collaborator on this proposal and has worked on district formation, redistricting, and census -related projects since the 1980s. We have also partnered with Tizoc DeAztlan, President of DeAztlan Consulting, who will be focused on the outreach services, including leading the multi-lingual public community engagement process. Lastly, our team includes partners in the law firm of Olson Remcho, Robin Johansen, Thomas A. Willis, and Kristen Mah Rogers. The team's approach to redistricting is one of collaboration, working with, and taking direction from the Mayor and City Council to develop a plan of action that is structured and meets the objectives, criteria, and timeline developed and adopted by the City. Our key objective is to maximize public participation under the direction of the Mayor and City Council in compliance with the California FAIR MAPS Act (AB 849 and AB 1276), while providing the entire spectrum of possibilities and options to the City of West Covina within the legal parameters of redistricting — as the Mayor and City Council deliberate toward a draft and final map. Please do not hesitate to contact us if you need any further information. Thank you for your time and consideration. Respectfully Yours, Andrew J. Westall Principal & Owner Bear Demographics & Research LLC . 10061 Riverside Drive, #144, Toluca Lake, CA 91602 323.708.2478 . ajwestall@gmail.com . Federal EIN 86-1486515 4 Section 2 — Project Summary Having served several different jurisdictions in a similar capacity with over 100 years of combined experience in the redistricting process, the team is poised to approach this project with a determined structure and timeline that fully develops all of the City's abilities and opportunities to maximize public input, while delivering the expert guidance, technical reports, and tasks necessary to complete the Mayor and City Council's work in a non -partisan and transparent manner. Although the 2020 Census PL 94-171 data will not be released until August/September 2021, the City of West Covina will have enough time to meet the state legal deadline of April 17, 2022 to implement new City Council districts for the November 2022 Municipal Election. General objectives include: • Collaborating, working with, and taking direction from the Mayor and City Council to develop a plan of action that is structured and meets the objectives, criteria, and timeline developed and adopted by the City in coordination with the City Attorney's Office and City staff. • Providing the entire spectrum of technical and geographic possibilities and options to the City within the legal parameters of redistricting. • Maintaining flexibility, efficiency and nimbleness to ensure all deadlines are met consistently and within budget. • Continuous and open lines of communication with the City Attorney's Office, City staff, the Mayor and City Council, and members of the public (at the direction of the City). This can be achieved by email, phone, virtual online meeting, or in -person. With respect to analytical resources and quantitative capabilities, the project team uses Maptitude for Redistricting by the Caliper Corporation, as well as has expertise in ESRI ArcGIS, Adobe Acrobat, Microsoft Access, Excel, Word, PowerPoint, and SQL and OCB database platforms. With respect to databases, the firm has access to Census data going back to the 1990 Census including all sets of PL 94-171 data, as well as American Community Survey data and historical statewide elections data (1990-) on the Statewide Database hosted by UC Berkeley. The firm also has the ability to purchase commercially available databases if requested and reimbursed by the City of West Covina. The official Census data set for use by the City of West Covina from the State of California is anticipated to be released no later than 30 days after the release of the 2020 Census PL 94-171 data, allowing the Mayor and City Council to begin looking at 2020 Census results in September 2021. As of this date, the Census Bureau is anticipating releasing 2020 Census data in the "legacy format" in late August 2021.Our technical capabilities will provide the legacy format in the 2020 Census geography format within days of release, as this is the same work Mr. Ely conducted for the Statewide Database in the last two redistricting cycles. That being said, the City should refrain from releasing any draft maps to the public until the official data set released by the State of California becomes available, currently anticipated on Sept. 23, 2021. This data will include the reallocated prison population data to the inmate's point of origin as of April 1, 2020 as required by state law (AB 420 (Davis, 2011), AB 849, and AB 1276) for the redistricting process. Section 2 - Project Summary (cont.) As outlined in the Methodology Section, the proposed Outreach program consists of three major phases — educational workshops, pre -draft map public input hearings, and post-draft/pre-final map public input hearings. Each phase contemplates two to three public hearings at each step of the process, conducted in the evenings and/or weekends. All written outreach materials and handouts will be translated into the required languages, as well as have live translation available upon request or as required by the City at each meeting. Our project team has the ability to provide written and live translation (see costs options) if needed by the City. All input gathered from the public will be provided in report summaries for review by the City staff and Mayor and City Council. Lastly, if in -person public input hearings are conducted, we would need the City's assistance in securing facilities for the meetings, as well as live translation unless negotiated. It should also be noted that the project team has always met our deadlines, and have never gone over budget with respect to a redistricting process. 3 Section 3 - Methodology Below is a standard methodology for the City process that serves as a baseline of the many steps necessary to complete the City's work with plenty of time for the Registrar of Voters to begin the redrawing of voter precinct boundaries prior to the 2022 Election cycle, essential for the City to satisfy its desired timeline. 1. Work with the City Attorney's Office and City staff to finalize and gain staff approval of consultant -developed training materials and presentation on redistricting. 5 hours — Project Manager 2. Work with the City Attorney's Office and City staff to identify all scope of work written tasks that shall be translated into Spanish, Mandarin, Cantonese, Tagalog and any other languages. All written translation will be conducted at the City's cost unless otherwise neogitated (see cost options). All materials that require translation shall be submitted to City staff or the requisite vendor at least seven business days in advance of publication. 2 hours — Project Manager First Public Hearing — Train the Mayor and City Council during a regular meeting on the redistricting process, federal Voting Rights Act, California Voting Rights Act, California FAIR MAPS Act, and all other applicable state and federal election laws. 5 hours — Project Manager, Technical Director 4. Create a user-friendly digital interface that allows the Mayor and City Council, and members of the public to draw their own district boundaries. The program will also guide the user in complying with all applicable laws and requirements to the extent practicable. 20 hours — Project Manager, Technical Director 5. Work with the City Attorney's Office and City staff to finalize and gain staff approval of the digital interface for public distribution available as a link on the City's website. 5 hours — Project Manager, Technical Director 6. Work with the City Attorney's Office and City staff to finalize and gain approval of public training workshop materials and presentation of the digital interface. 5 hours — Project Manager, Technical Director 7. Second Public Hearing - Present digital interface and public workshop presenation to the Mayor and City Council during a regular meeting, including redistricting process updates and updated digital interface presentation. 5 hours — Project Manager, Technical Director 8. Conduct outreach and provide training workshops to the public (e.g., evenings and weekends) on redistricting and the digital interface in an objective, non -partisan informational manner. Verbal translation for training workshops and written materials will be provided by the City as required by state and federal law or otherwise negotiated. 30 hours — Outreach Director 9. Conduct three public input hearings (e.g., evenings and weekends) to the public on Section 3- Methodology (cont.) redistricting in an objective, non -partisan informational manner. Verbal translation for input hearings and written materials will be provided by the City as required by state and federal law or otherwise negotiated. 30 hours — Outreach Director 10. Upon receipt of the 2020 Census and PL 94-171 data, work with the City Attorney's Office and City staff to finalize and provide data summary and geographic files in standard map and data formats (e.g. ArcGIS, Maptitude, MapInfo, .DBF, etc.) for public distribution with downloadable files available on the City's website. This shall include updating the approved digital interface. 15 hours — Project Manager, Technical Director 11. Analyze whether the 2020 Census data requires modifications to the City Council districts and report the findings to the City Attorney's Office and City staff. 5 hours — Project Manager, Technical Director 12. Work with the City Attorney's Office and City staff to finalize and gain staff approval of consultant -developed 2020 Census materials and presentation. 5 hours — Project Manager 13. Third Public Hearing - Present 2020 Census findings to the Mayor and City Council during a regular meeting, including process updates and updated digital interface presentation. 5 hours — Project Manager, Technical Director 14. Evaluate draft maps prepared by the the public to determine whether they are population balanced and satisfy the requirements of the Voting Rights Acts, including all other applicable laws, and share findings with the City Attorney's Office and City staff. 10 hours — Project Manager, Technical Director 15. Work with the City Attorney's Office and City staff to finalize and gain staff approval of a written summary of all public input submitted at the public input hearings, in writing, as a proposed map, or during other Mayor and City Council conducted comment periods prior to the release of a draft map. 5 hours — Project Manager 16. Propose new district boundaries to the City Attorney's Office and City staff based on feedback provided by the community and criteria set by the Mayor and City Council that are population balanced and satisfy the requirements of federal, state, and local laws. 10 hours — Project Manager, Technical Director 17. Work with the City Attorney's Office and City staff to finalize and gain staff approval of the proposed initial draft maps and accompanying technical report for public release and presenation to the Mayor and City Council. 5 hours — Project Manager 18. Fourth Public Hearing - Present staff recommended initial draft maps and accompanying Section 3- Methodology (cont.) technical report to the Mayor and City Council during a regular meeting, along with submitted proposed maps analysis. Proposed draft maps and technical report will be published seven days in advance in accordance with the California FAIR MAPS Act. 5 hours — Project Manager, Technical Director 19. Conduct outreach and up to three additional public input hearings under the supervision on the initial draft maps. Verbal translation for input hearings and written materials will be provided by the City as required by state and federal law or otherwise negotiated. 20-30 hours — Outreach Director 20. Make modifications to the initial draft maps based on input from the Mayor and City Council and the community in coordination with the City Attorney's Office and City staff. 10 hours — Project Manager, Technical Director 21. Work with the City Attorney's Office and City staff to finalize and gain staff approval of revised final draft map and accompanying technical and written reports summarizing all public input on the proposed initial draft maps. 5 hours — Project Manager 22. Fifth Public Hearing - Present consultant recommended, and City Attorney's Office and City staff approved, revised final draft map and accompanying techincal report to the Mayor and City Council along with public comment and analysis of all available public input. Proposed revised final draft map and technical report will be published seven days in advance in accordance with the California FAIR MAPS Act. 5 hours — Project Manager, Technical Director 23. Sixth Public Hearing - Adoption of final map and ordinance by the Mayor and City Council at a regular meeting. Proposed final map and technical report will be published seven days in advance in accordance with the California FAIR MAPS Act. 5 hours — Project Manager, Technical Director 24. Assist the Mayor and City Council, City Attorney's Office, and City staff in all facets of implementing the final district boundary map, including all deliverables needed for the Registrar of Voters to implement new voter precinct boundaries and City Clerk archives. 10 hours — Technical Director 25. Actively participate in all meetings and public hearings scheduled by the Mayor and City Council that address the redistricting process in accordance with local public health rules and orders. The team is located in Southern California and is available to particpate or meet in person as required. TBD 26. Provide additional Census, PL 94-171, Statewide Database, and American Community Survery demographic data upon request as practicable during the term of the contract. all facets of implementing the final district boundary map. TBD 7 n = - ` f _ t E Y � Attachment B Fee Schedule The Cost Proposal listed below is all-inclusive of the work and costs that the project team will undertake. The only exception to this proposal is the translation of documents into Spanish, Mandarin, Cantonese, Tagalog and any other required languages, and the team would be happy to work with City staff to ensure such translation occurs in a timely manner as outlined in the proposal. Typically, this can be accomplished quickly by dovetailing on an existing County of Los Angeles or City of West Covina contract. The project team can provide several options as well, including translation services and developing and maintaining the City's redistricting website as a separate site from the City's current website. We look forward to discussing this proposal further with you. Once again, thank you for your time and consideration. Cost of Services $42,500 Demographer, Technical, Mapping Consulting (including meeting attendance) $20,000 Full -Service Outreach Services $10,000 User-friendly online Mapping Tool $72,500 Total Cost of Bid Proposal (not to exceed) Optional Services $ 5,000 Website Development and Maintenance (if separate from City website) $45-50 Written Translation (per page depending on the language) $49-75/hr Live Translation (depending on the language - 2 hour minimum) $65 each Live Translation Transmitter (per language) $10-12 each Live Translation Headsets (quantity discount over 20) Additional Services $475 per hour for redistricting law counsel (as needed and not included in lump sum) $250 per hour for additional demographic/mapping/technical services not within the scope of the contract. $175 per hour for additional outreach services not within the scope of the contract. $300 per hour for redistricting/demographic legal expert witness analysis/testimony after the expiration of the contract. Hourly Rates by Classification Project Manager $250 per hour Technical Director $250 per hour Outreach Director $175 per hour Redistricting Law Counsel $475 per hour (as needed and not included in lump sum) 11 Section 5 — Excluded or Subcontracted Services FIRM DESCRIPTION Bear Demographics & Research LLC 10061 Riverside Drive, #144 Toluca Lake, CA 91602 Andrew Westall, Principal & Owner 323.708.2478 ajwestall@gmail.com After more than two decades in the public sector, Andrew Westall opened a new firm, Bear Demographics & Research LLC (BDR), in 2021 that specializes in redistricting, demographics, public policy consulting, and local ballot measures. BDR has teamed up with seasoned experts and subcontractors in the fields of redistricting, demography, and outreach, including: David Ely of Compass Demographics who has specialized in redistricting for more than three decades; Tizoc DeAztlan of DeAztlan Consulting who has specialized in public and community outreach for nearly two decades; and Olson Remcho, a legal firm headquartered in the City of Sacramento with offices in Oakland and Long Beach, and three partners who are arguably the best redistricting legal experts in the State of California and the United States. The offices of BDR are located in the Toluca Lake neighborhood of the City of Los Angeles as indicated. The firm has no current employees. No services are excluded from the Scope of Work. Current redistricting clients include the Los Angeles Unified School District, the City of Los Angeles, the City of Alhambra, the Chino Basin Water Conservation District, and the Equal Representation Project. Organizational Chart and Proicct Team Andrew J. Westall Project Manager/Demographer David Ely Tizoc DeAztlan Technical Director/Demographer I I Outreach Director Olson Remcho Voting Rights Act Counsel 12 Section 5 — Excluded or Subcontracted Services (cont.) TEAM MEMBERS ANDREW J. WESTALL Mr. Westall has been involved in the redistricting process at the local and state level in the State of California since the late 1990s under the initial tutelage of UCLA's Dr. Leobardo Estrada, a renowned national expert on ethnic and racial demographic trends, particularly in the Latino/a/x community; and Dr. I Eugene Grigsby III, a renowned social justice advocate and current President & CEO of the National Healthcare Foundation. During this time, Mr. Westall authored the publication "Reapportionment, Redistricting and the Latino Community: 2000 and Beyond" for the NALEO Educational Fund as his master's thesis. The publication was distributed to hundreds of Latino/a/x elected and appointed officials from across the United States at the 2000 NALEO Educational Fund National Conference in Denver, Colorado. As a staff member to then -Speaker of the Assembly Robert M. Hertzberg, Andrew Westall worked with Assembly consultants (including Mr. David Ely) out of Caltech to build the data sets for the Statewide Database and the 2001 redistricting process, prior to the drafting of plans. He drew 43 of the 80 State Assembly seats in the adopted 2001 California State Assembly map, as well as several draft plans for State Senate and Congressional District maps. Mr. Westall's state experience also includes expert affidavits and testimony during the successful State Supreme Court litigation process with respect to the State Senate district boundaries after the plan was approved. Throughout his tenure with the California State Assembly, Mr. Westall also participated in the technical development and creation of the 2000, 2002, 2003, and 2004 State Elections data sets that also reside on the Statewide Database website. In 2001-02, Andrew Westall served as the Technical Director for both of the appointed Commissions that recommended the LAUSD and City Council maps to the Los Angeles City Council. During this time, Mr. Westall built the data sets used by each Commission, as well as worked with Commissioners on several draft plans, the final recommended plan, and all associated technical reports. In 2011-12, Andrew Westall served as the Executive Director for the Los Angeles City Council Redistricting Commission. During this time, Mr. Westall was also the line drawer for the Central Basin Municipal Water District (as a subcontractor to DeAztlan Consulting), as well as provided pro-bono line drawing and analysis for the Los Angeles County Federation of Labor with respect to the 2011 California Citizens Redistricting Commission process. From 2018 to the present, Mr. Westall has provided expert testimony and affidavits on behalf of the City of Los Angeles and the State of California with respect to the 2020 Census in successful litigation, including on the issue of adding a question regarding citizenship and the attempt to remove non -citizens from the PL 94-171 database that will be forthcoming by the U.S. Census Bureau on September. Bear Demographics & Research LLC serve as redistricting consultants to the LAUSD, Equal Representation Project, City of Los Angeles, City of Alhambra, and the Chino Basin Water Conservation District. Mr. Westall's resume is attached. 13 Section 5 — Excluded or Subcontracted Services (cont.) Total Number of Similar Projects: 10 Length of Time in Business/Redistricting Experience: 5 months/24 years Mr. Ely is the Founder and President of Compass Demographics, a consulting and database management firm specializing in projects involving Census and Election Data. Mr. Ely has extensive experience in the management of redistricting projects, the analysis of voting behavior, and demographic analysis. David Ely has served as an expert and testified on behalf of numerous jurisdictions in the United States as well as private plaintiffs in numerous cases involving voting rights and districting issues, and his opinions have been cited and relied on in multiple legal opinions. He has also served as a consultant and expert on behalf of defendant jurisdictions in voting rights litigation challenging election systems or districts. Mr. Ely has also served as a consultant to construct databases, draw district lines or prepare presentation maps and reports for the many jurisdictions in conducting their normal redistricting. These have included statewide congressional and legislative redistricting in California, as well as a variety of County Boards, City Councils, School Boards, Water Districts, Regional Transit Boards and others following the 1990, 2000, and 2010 Census. Mr. Ely's most recent clients in the State of California include the City of Fullerton, the City of Garden Grove, the City of Carson, the City of Coalinga, the City of Richmond, and the City of Malibu. Mr. Ely's Curriculum Vitae is attached. Total Number of Similar Projects: 50+ Length of Time in Business/Redistricting Experience: 14 years/35 years TIZOC DEAZTLAN Tizoc DeAztlan is the President of DeAztlan Consulting, LLC., and has spent most of his career consulting and advising Southern California government, non-profit, private, and corporate agencies. He has consulted and managed public relations, community outreach, and media campaigns at the federal, state, and local levels. Mr. DeAztlan specializes in Latino/Spanish speaking media markets and community affairs spearheading programs on issues of water, land use, culture, health, wellness, redistricting, and education. A go -to -person for coalition building and partnership creation, Tizoc maintains a consistent and measured community -centered approach. His adeptness at understanding all angles and creating the best option forward has led to a long track record of success for his clients. Mr. DeAztlan understands that while there are traditional outreach methods that must be utilized, each community is unique and as such his multi-lingual team must be adaptive to provide access to each resident regardless of language and technical capabilities. Tizoc has consulted on redistricting for the California Latino Legislative Caucus and has worked alongside municipalities and commissions to maximize community involvement to meet and or exceed all obligations established under the California Voting Rights Act and the California FAIR 14 Section 5 — Excluded or Subcontracted Services (cont.) MAPS Act. Most recently, Mr. DeAztlan has led efforts to increase census participation through multi -layered public education and outreach by producing and implementing culturally competent collateral in English, Spanish, and Tagalog. Mr. DeAzdan's resume is attached. Total Number of Similar Projects: 27 Length of Time in Business/Redistricting Experience: 11 years Olson Remcho, LLP was established in 2020 by the merger of Remcho Johansen & Purcell, LLP and Olson Hagel & Fishburn LLP. Its predecessor firms have more than thirty-five years' experience advising public entities on issues involving redistricting and helping them develop redistricting plans that comply with all applicable criteria, while at the same time maximizing electoral opportunities for competing interest groups so as to minimize the likelihood of legal challenges. Over the last three decades and decennial census cycles, Olson Remcho attorneys have advised and represented the California State Assembly, Senate, and municipalities on redistricting matters, including the drawing of municipal, legislative, and congressional districts. Our clients include many municipalities and local agencies, whom we have advised and continue to advise on various redistricting initiatives and legislation, including the California Voting Rights Act ("CVRA"), the FAIR MAPS Act, the federal Voting Right Act and AB 1276 (2020 Cal. Stars. ch. 90), which added requirements to the local redistricting process. Our municipal redistricting practice has included advice and counseling regarding mid -decennial redistricting to convert at - large districts to CVRA-compliant districts, and our attorneys have attended public meetings to explain relevant laws and procedures and present information regarding redistricting and line - drawing. We are also experienced in defending municipal redistricting plans if they are later challenged in court. Recently, we successfully defended the City of Los Angeles's 2012 Redistricting Ordinance against a lawsuit alleging that district boundaries violated the federal and state Constitutions, and the Los Angeles City Charter. Lee v. City of Los Angeles, 908 F.3d 1175 (9th Cir. 2018), cert. denied, 2019 U.S. LEXIS 3748 (June 3, 2019). Other representative engagements include City of Berkeley v. Dupuis, Alameda County Superior Court, No. RG14720117 (2014), where Olson Remcho attorneys successfully represented the City in an effort to use the Council -approved redistricting map until a referendum election took place. Finally, Olson Remcho attorneys have long represented one or both houses of the State Legislature on statewide redistricting matters. For example, in June of 2020, Olson Remcho attorneys filed a successful original writ in the California Supreme Court seeking relief on behalf of the State Legislature from census certification deadlines due to the current COVID-19 pandemic. Legislature of the State of California v. Padilla, 9 Cal. 5th 867 (2020). In the last legislatively - drawn redistricting cycle in 2001, Olson Remcho attorneys worked closely with legislators and line -drawers to draft a plan that met all of the redistricting criteria and at the same time was approved by two-thirds of the members of each house. Olson Remcho attorneys successfully defended the Legislature's plans in two separate lawsuits, one in federal court raising Voting 15 Section 5 - Excluded or Subcontracted Services (cont.) Rights Act and Equal Protection claims (Cano v. Davis, 211 F. Supp. 2d 1208 (C.D. Cal. 2002)) and one in state court based on the requirement to keep cities whole to the extent possible (Nadler v. Schwarzenegger, 137 Cal. App. 4th 1327 (2006)). Our municipal redistricting clients include the following: • City of Long Beach • City of Danville • City of San Ramon • Dublin San Ramon Services District • City of Vacaville • City of Brentwood • City of Concord • City of Livermore • Redwood City Total Number of Current Similar Projects: 10 Length of Time in Business/Redistricting Experience: Attorneys at Olson Remcho have provided counsel on redistricting law for the last 40 years. For each of these clients, Olson Remcho has provided comprehensive, individualized legal counsel throughout the locality's redistricting process. Our work has focused upon reviewing and advising on the municipality's redistricting process and final maps, to ensure compliance with federal, state, and local laws including the federal Voting Rights Act, the California Voting Rights Act, the California FAIR MAPS Act, and local laws including city charters. ROBIN JOHANSEN Robin B. Johansen is a partner with Olson Remcho. She previously co-founded the law firm of Remcho Johansen & Purcell which merged with Olson Hagel & Fishbum LLP in January 2020 to form Olson Remcho. Ms. Johansen was admitted to the California Bar in 1977 and the Bar of the District of Columbia in 1979. She is a graduate of the University of Illinois (B.A., cum laude, 1968) and Stanford Law School (J.D., 1977). Ms. Johansen was Senior Article Editor, Stanford Law Review, Volume 29, and is the author of "The New Federalism: Toward a Principled Interpretation of the State Constitution," 29 Stanford Law Review 297, 1977 and "Searches and Seizures on Church Premises: Weighing the Privacy Rights of Religious Bodies" in Kelley, Government Intervention in Religious Affairs II. Ms. Johansen is a member of the California Academy of Appellate Lawyers and appears on the Northern California Super Lawyers list. She served on the Board of Directors of First Place for Youth, a statewide organization serving former foster youth and on the Board of Directors of Coro Northern California. From 1992 to 1993, she was a member of the State Citizens' Commission on Ballot Initiatives, and in 1974, Ms. Johansen was a research assistant to the U.S. House of Representatives' Impeachment Inquiry staff. 16 Section 5 — Excluded or Subcontracted Services (cont.) Ms. Johansen has represented numerous local governmental entities on a variety of public policy issues and has worked extensively on matters involving the initiative and referendum process at both the state and local levels, and on matters of redistricting. She has also represented a broad range of clients, including the California Legislature, the State Superintendent of Public Instruction and the State Controller, in public policy, school finance, and constitutional litigation in both state and federal courts. THOMAS A. WILLIS Thomas A. Willis is a partner specializing in election, redistricting, and campaign finance law. He is campaign counsel for Governor Gavin Newsom and served in the same role for the previous two Democratic Governors. He also represents the California Democratic Party. He also has advised many ballot measure committees, including the Governor's committees for Propositions 1 and 2, Airbnb's committee opposing San Francisco's Measure F, and the San Francisco Giants' committees in support of Measure D (Mission Rock). Mr. Willis has litigated a number of important election law, redistricting and campaign finance cases, including successfully defending the California Legislature's 2011 redistricting plan. Nadler v. Schwarzenegger, 137 Cal. App. 4th 1327 (2006); Cano v. Davis, 191 F. Supp. 2d 1135 (C.D. Cal. 2001); 211 F. Supp. 2d 1208 (C.D. Cal. 2002), affd., 537 U.S. 1100 (2003). Most recently, he successfully defended in the trial and appellate court the City of Los Angeles' redistricting plan. Lee v. City of Los Angeles, 88 F. Supp. 3d 1140 (C.D. Cal. 2015), aff d 908 F.3d 1175 (9th Cit. 2018). His other notable cases include McDonough v. Superior Court, 204 Cal. App. 4th 1169 (2012) (challenge to ballot question for San Jose pension initiative); Americans for Safe Access v. County of Alameda, 174 Cal. App. 4th 1287 (2009) (defending county's recount procedures); Lindelli v. Town of San Anselmo, 111 Cal. App. 4th 1099 (2003) (contesting use of referendum for interim contract); and People ex rel. Found. for Taxpayer & Consumer Rights v. Duque, 105 Cal. App. 4th 259 (2003) (defending members of CPUC from quo warranto). Mr. Willis is an expert on the California Voting Rights Act and advises a number of municipalities on compliance under the Act's requirements. Mr. Willis also advises state and local agencies on redistricting, election law, conflicts of interest, and initiatives and referenda. Those clients have included the Governor's Office, the State Assembly, the City of Oakland, the City of Richmond, the City of Redwood City, and the San Francisco Unified School District. Mr. Willis also represents clients before the Federal Elections Commission, the California Fair Political Practices Commission, and the San Francisco Ethics Commission. He advises candidates, state and local agencies, campaign committees, initiative and referendum committees, corporations and nonprofits about these laws and the electoral process, including election procedures. 17 Section 5 - Excluded or Subcontracted Services (cont.) KRISTEN MAH ROGERS Kristen Mah Rogers is a partner at Olson Remcho LLP. Ms. Rogers represents public and private clients in litigation over election law, education funding, public policy, and constitutional issues with a focus on federal litigation. Ms. Rogers also advises clients on political and government law matters, including conflict of interest and ethics regulations. Her work has focused on counseling clients on ballot measures and referenda, including drafting statewide and local ballot initiatives, and defending such measures in subsequent litigation, as well as redistricting. Prior to joining the firm, Ms. Rogers was a litigation associate with Farella Braun + Martel LLP, where she represented clients in high -stakes litigation in civil and criminal matters. From 2014 until mid-2015, she clerked for the Honorable Yvonne Gonzalez Rogers of the United States District Court for the Northern District of California. Before that, she was an associate in the Washington, D.C. office of Jenner & Block LLP, where she represented clients in state and federal litigation on a variety of matters, including successful election redistricting cases involving novel state constitutional questions from the trial court level through expedited State Supreme Court review. Throughout her legal career, Ms. Rogers has pursued a diverse pro bono practice, including representing clients seeking asylum and parole, and successfully challenging a statewide voter purge. During law school, Ms. Rogers interned at the San Francisco City Attorney's Office, participated in Harvard's Trauma and Learning Policy Initiative, was a legislative history research assistant for Eloise Pasachoff on the Individuals with Disabilities Education Act, and was an editor for the Harvard Civil Rights -Civil Liberties Law Review and Harvard Law and Policy Review. Prior to law school, she taught middle school American history and English language arts as part of Teach for America. Ms. Rogers is a graduate of University of California, Berkeley (B.A. with honors; Phi Beta Kappa), Pace University (M.S.T.), and Harvard Law School (J.D., cum laude). She was admitted to the California Bar in 2010 and the District of Columbia Bar in 2012. lu Andrew Westall 101 ajwestall@gmail.com ` 323-708-2478 ® linkedin.com/in/andrewwestall Summary Current Clients: the Los Angeles Unified School District, the City of Los Angeles, the Equal Representation Project, the City of Alhambra, and the Chino Basin Water Conservation District. Goal: To help government and residents navigate the complexities of laws and regulations, in order to find consensus on difficult issues for the betterment of society and quality -of -life. Expertise: Redistricting, Demographics, GIS (Maptitude and ArcGIS), Political Campaigns, and Elections/ Redistricting Law; Cannabis Regulations, Taxation, Enforcement, and Social Equity; Local Ballot Measures (e.g., Taxation, Bonds, Charter Amendments, Housing, Elections Reform, Cannabis, etc.); City Management; Planning, Land Use, Housing, Homelessness, Environment, Economic Development, Community Development, Neighborhood Services, Recreation, and Transportation policy, financing and development; Public Finance, Budgeting, Labor Relations, and Grant Funding; and Community Outreach, Diversity, Inclusion, Equity, and Intergovernmental Relations. Experience Principal & Owner Bear Demographics & Research Jan 2021 - Present (5 months +) Specializing in redistricting, demographics, GIs (Maptitude and ArcGIS), political consulting, cannabis regulations, local ballot measures, land use/city planning, and city/county management consulting. Current clients include the LAUSD, the City of Los Angeles, the Equal Representation Project, the UCBA, the City of Alhambra, and the Chino Basin Water Conservation District. Deputy Chief of Staff (2012-16) and Co -Chief of Staff (2016-20) Office of Los Angeles City Council President Herb J. Wesson, Jr. Apr 2012 - Dec 2020 (8 years 9 months) Co -manager and supervisor for the City Council President's personal staff of 27 employees with oversight of Council District 10 (pop. 275,000); administrator and supervisor of all discretionary funds, contracts, city planning, and public improvement approvals/projects for Council District 10; lead staff member for the Councilmember's legislative portfolio; and chief strategist for community and media response. Lead staff member and strategist for the City Council for eight years with oversight of the management, organization, and publication of the City Council agendas three times a week, while managing teams of up to 50 employees across multiple departments on the issues of budget, revenue strategies, ballot measures, pensions, recreation and parks, environment and utilities, intergovernmental relations, public safety, cultural arts, labor, housing, planning, economic development, infrastructure, cannabis, and transportation in the City of Los Angeles. Andrew Westall - page 1 Lead staff member for the Ad Hoc Committee on the 2028 Olympics and Paralympic Games, the Ad Hoc Committee on Police Reform, the Board of Referred Powers, and the Rules, Elections, and Intergovernmental Relations Committee chaired by the Council President; staff member for the Ad Hoc Committee on COVID-19 Recovery and Neighborhood Investment, and the Southern California Association of Governments. Executive Director Los Angeles City Council Redistricting Commission Nov 2011 - Mar 2012 (5 months) Chief Executive and Financial Officer for the City of Los Angeles' City Council redistricting process with oversight of six staff members employed and monitored twenty-seven contractors during the Commission's work; organized twenty-two public testimony hearings at various city and non -city facilities, as well as comprehensive citywide outreach with more than 5,000 attendees and 6,551 written public comments; organized 11 additional regular and special Commission meetings; and issued a 950- page report to the City Council on time and under budget. Senior Deputy Office of Los Angeles City Councilmember Herb J. Wesson, Jr. Nov 2005 - Nov 2011 (6 years 1 month) Chief strategist and manager of all planning, economic development, transportation, and housing policy recommendations, funding acquisition, and projects for Council District 10; and staff member for the Exposition Metro Line Construction Authority. Lead staff member for the Housing, Community, and Economic Development Committee chaired by the Councilmember for six years with oversight of $2 billion yearly in operational budgets, contracts, and construction projects by the Housing Department, Housing Authority, Community Development Department, and the Community Redevelopment Agency, including development and implementation of the Housing Element of the City's General Plan; and staff member for the Transportation Committee. Vic,, Adjunct Professor Pasadena City College Jan 2003 - May 2010 (7 years 5 months) Part-time professor teaching Political Science and American Institutions with instruction to over 2,000 students. Classes taught at PCC, John Muir, Blair, Pasadena, Temple City, and San Marino High Schools. Assistant to the Speaker California State Assembly Jan 2001 - Nov 2005 (4 years 11 months) Legislative staff member for Speakers of the Assembly Robert M. Hertzberg, Herb J. Wesson, Jr., and Fabian Nunez in the areas of electoral strategy, GIS mapping, demographics, statistics, and redistricting; demographer and analyst for State 2001 redistricting process; chief line drawer for 43 of the 80 State Assembly districts in California in 2001; drafter of alternative plans for the Board of Equalization, State Senate, and House of Representatives; provided guidance and negotiated between various state legislators and legislative caucuses with respect to final district boundaries. Participated in Andrew Westall - page 2 the technical development and creation of the 2000, 2002, 2003, and 2004 State Elections data sets, as well as the 2001 State Redistricting data set, that reside on the Statewide Database website. Technical Director City of Los Angeles Redistricting Commission for the LAUSD Nov 2001 - Apr 2002 (6 months) Chief line drawer for the 7 LAUSD Board of Education districts, the largest independently elected school district in the United States. Submitted technical reports and developed, maintained, and updated website. Technical Director Los Angeles City Council Redistricting Commission Nov 2001 - Apr 2002 (6 months) Chief line drawer for the 15 City Council districts; organized 16 public testimony hearings in every region of the City with more than 3,000 attendees and over 5,000 written public comments; submitted technical reports and developed, maintained, and updated website. Field Representative Office of Speaker of the Assembly Robert M. Hertzberg Feb 1999 - Dec 2000 (1 year 11 months) Staff member and Speaker representative at community events, forums, meetings, and other policy discussions in the areas I staffed — transportation, the environment, water, health care, land use, and other issues affecting the San Fernando Valley; lead staffer for the summer intern program overseeing twenty -plus interns in each of two consecutive summers; database programmer and developer of filing systems, phone logs, and phone books for the Speaker. 13 Consultant NALEO Educational Fund Sep 1997 - Jun 2000 (2 years 10 months) Chief researcher and author of publication on reapportionment and redistricting of legislative and congressional districts after the 2000 Census, emphasizing the Latino/a/x community in seven states; Presenter of publication at the 2000 National Conference in Denver, Colorado distributed to hundreds of elected and appointed officials. President Graduate Students Association (GSA), UCLA May 1997 - Jun 1998 (1 year 2 months) Chief Executive and Financial Officer for the Graduate Students Association, the official student government of approximately 10,000 graduate and professional students; elected position; author of numerous editorials (see publications); successfully advocated for the construction of new graduate student housing near campus and free ridership for students on the Santa Monica Big Blue Bus (implemented one year after graduation). Education Andrew Westall - page 3 University of California, Los Angeles Master of Arts - MA, Urban Planning 1996-1999 Emphasis in environmental, transportation, and recreational public policy, municipal finance, city planning, demographics, GIS mapping, and redistricting. Chief Executive and Financial Officer for the Graduate Students Association, the official student government of approximately 10,000 graduate and professional students; elected position; author of numerous editorials (e.g. civic participation/voting, public transit, pedestrian safety, etc.) and Winter 1997 Viewpoint columnist for The Daily Bruin; successfully advocated for the construction of new graduate student housing near campus and free ridership for students on the Santa Monica Big Blue Bus. University of California, Davis Bachelor of Arts - BA, Political Science -Public Service 1993-1996 Emphasis in urban, environmental, transportation, economic, and social public policy, as well as various ethnic studies disciplines (e.g. African -American, Chicana/Chicano, and Asian -American studies). Served in leadership positions for two years as ritual officer and President of the Sigma Delta chapter of the Chi Phi Fraternity. Published an opinion -editorial in The California Aggie on racial justice. Skills Redistricting • Demographics • Geographic Information Systems (GIS) • City Management • Strategic Planning • Community Outreach • Public Speaking • Land Use Planning • Project Management Honors & Awards Award of Merit: Comprehensive Plan Award: Large Jurisdiction - APA California 2017 West Adams -Baldwin Hills-Leimert Park Community Plan and Implementing Ordinances City of Los Angeles Social Change and Diversity Award - APA Los Angeles 2018 Cannabis Social Equity Program - City of Los Angeles Andrew Westall - page 4 VITA DAVID R. ELY Compass Demographics, Inc. 6575 N. Vista Street San Gabriel, CA 91775 (626)807-0719 E-mail: elv(o)compass-demographics.com Employment 2007 to present David Ely is the president and founder of Compass Demographics, a consulting and database management firm specializing in projects involving census and election data, redistricting projects, demographic analysis, and analysis of voting behavior. 1986 to 2007 Director of Research for the Redistricting and Reapportionment practice of Pactech Data and Research, Pasadena, California. As Director of Research, Mr. Ely testified or consulted to counsel in a variety of litigation involving the configuration of election districts as well as providing database construction and redistricting consulting for numerous jurisdictions. Education: California Institute of Technology in Pasadena, CA with a B.S. in Social Sciences and Mechanical Engineering in 1987. Redistricting Consulting Activities include database construction, demographic and voter analysis, development of districting plans, public hearings and presentation of plans, technical assistance, and analysis of alternative redistricting plans. 2020 Malibu City Council District Analysis 2020 Mission Springs Water District Board District Formation 2020 Richmond City Council District Formation 2019 Compton Unified School District Trustee District Formation 2019 Carson City Council District Formation 2018 Coalinga City Council District Formation 2018 Coalinga -Huron Recreation & Parks Board Member District Formation 2017 San Marcos Unified School District Trustee Area Formation 2016 Upland City Council District Formation 2016 Costa Mesa City Council District Formation David R. Ely, Vita, page 2 (Redistricting Consulting, cont.) 2015 Garden Grove City Council District Formation 2015 Fullerton City Council District Formation 2014 Saugus Union School District Trustee Area Formation 2014 Whittier City Council District Formation 2014 Sulphur Springs School District Trustee Area Formation 2014 Lancaster Elementary School District Trustee Area Formation 2012 Los Angeles Unified School District Redistricting 2012 Los Angeles City Council Redistricting 2012 Pasadena Unified School Board Districting 2012 Pasadena City Council Redistricting 2011 Bay Area Rapid Transit (BART) Board Redistricting 2011 California Legislative Redistricting 2011 Los Angeles County Redistricting 2008 Ceres Unified School District Redistricting 2008 Madera Unified School District Redistricting 2008 Merced Elementary School District Redistricting 2008 Merced High School District Redistricting 2005 Hanford Joint Union High School District Redistricting 2003 Oakland City Council and Oakland Unified School Board Redistricting 2002 Los Angeles City Council Redistricting 2002 Los Angeles Unified School District Board Member Redistricting 2002 Pasadena, California, City Council Redistricting 2001 California Legislative Redistricting (Senate, Assembly, and Congressional) 2001 Los Angeles County Supervisorial Redistricting 2001 Bay Area Rapid Transit Board Member Districts Redistricting 1992 Rancho Mirage, California, City Council Redistricting David R. Ely, Vita, page 3 (Redistricting Consulting, cont.) 1992 Three Valleys Municipal Water District Redistricting 1992 Los Angeles Unified School Board Member Redistricting 1992 Los Angeles City Council Redistricting 1992 Pasadena, California, City Council Redistricting 1991 California Congressional Redistricting 1991 California State Assembly Redistricting 1991 Los Angeles County Board of Supervisors Redistricting 1987 City of Boston, Massachusetts Redistricting 1986 Los Angeles City Council Redistricting 1987 to 2012, California State Legislature, Redistricting Database construction Litigation Analysis Activities include database construction, demographic analysis, expert witness testimony, surname matching, geocoding of registered and actual voter lists, and construction of illustrative districting plans. 2000-Present Provided analysis on numerous voting rights investigations not listed. Vaughan v. Lewisville Independent School District (2020), expert witness (Texas) Kumar v.Frisco Independent School District (2020), expert witness (Texas) Terrebonne Parish NAACP et al vs. Governor of Louisiana at al (2019), Special Master Tyson v. Richardson Independent School District (2018), expert witness (Texas) Yumori-Kaku v. City of Santa Clara (2018), expert witness (California) Loya v. City of Santa Monica (2018), expert witness (California) Luna v. Kern County (2017), expert witness (California) Patino v. City of Pasadena (2015), expert witness (Texas) Garrett v. City of Highland (2015), expert witness (California) Ramos v. Carrollton -Farmers Branch Independent School District (2015), expert witness (Texas) Rodriguez v. City of Grand Prairie (2015), expert witness (Texas) David R. Ely, Vita, page 4 (Litigation Analysis, cont.) Rodriguez v. Grand Prairie Independent School District (2014), expert witness (Texas) Navajo Nation v. San Juan County (2014), expert witness (Utah) Solis v. City of Santa Clarita (2014), expert witness (California) Jauregui v. City of Palmdale (2013), expert witness (California) Gonzalez v. City of Compton (2012), expert witness (California) Fabela v. City of Farmers Branch (2011), expert witness (Texas) Benavidez v. Irving Independent School District (2008, 2013), expert witness (Texas) Benavidez v. City of Irving (2008), expert witness (Texas) Avitia v. Tulare Local Health Care District (2008), expert witness (California) U.S. v. City of Euclid (2007), election data consultant (Ohio) Bexar Metropolitan Water District (2007), election data consultant (Texas) U.S. v. City of Springfield, Massachusetts (2006) U.S. v. State of Missouri (2006), election data consultant U.S. v. City of Philadelphia and Philadelphia City Commission (2006), Pennsylvania State of Georgia v. Ashcroft, (2004) election data consultant Gomez v. Hanford Joint Union High School District, (2004) California Sanchez v. City of Modesto, (2004), California Governor Gray Davis v. Kevin Shelley, (2003) data analysis and declaration (California) U.S. v. Alamosa County, (2002), expert witness (Colorado) Cano v Davis, (2002), election data consultant, (California) U.S. v. City of Lawrence, (2000), expert witness (Massachusetts) U.S. v. City of Santa Paula, (2000) voting rights litigation (California) U.S. v. Upper San Gabriel Valley Municipal Water District, (2000) voting rights litigation (California) U.S. v. Passaic (2000) voting rights litigation (New Jersey) U.S. v. City of Lawrence, (1999) voting rights litigation (Massachusetts) David R. Ely, Vita, page 5 (Litigation Analysis, cont.) Bonilla v. Chicago City Council (1992-1998), expert witness (Illinois) Ruiz v. City of Santa Maria, (1992-1998), expert witness (California) Garza v. County of Los Angeles, (1988-90), Constructed databases and designed remedial plans for Los Angeles County Supervisorial Districts TIZOC DE AZTLAN 78115 Calle Estado #206, La Quinta, CA 92253 Tizoc@DeAztlanConsulting.com 310-699-3201 EXPERIENCE DEAZTLAN CONSULTING La Quinta, CA HIGHLIGHTS President 2010—Present Responsible for setting and directing the strategy and vision for a full -service public relations, research, and governmental affairs firm. The use of community centered collaborations, culturally competent digital media tools, and sophisticated messaging are critical to the firm's approach. Under his direction, the firm has built and managed effective communications strategies combining traditional field operations with the most up-to-date media platforms. His bilingual team conducts surveys, public advocacy, and designs collateral including direct mail, posters, booklets, banners, as well as offers full video services from scripting to production. Maximizing the use of social media channels, Tizoc's expertise and assembled team routinely builds a new online community or grows an already existing social channel. This extended client identity is reached across multiple platforms through custom content, engagement strategies, and advertising campaigns. The team has created effective virtual meeting strategies as well as developed COVID-19 safe protocols for in -person meetings. LOYOLA MARYMOUNT UNIVERSITY Los Angeles, CA Research Project Manager/Grant Acquisition and Management Specialist 2009-2010 Generate and implement media and community outreach efforts for The Leavey Center for the Study of Los Angeles "LCSLA." Effectively promote and foster positive relationships with City, County, State, and National government, corporate, and community organizations. Advocate LCSLA's capabilities to Legislators and their staff; cultivate constructive partnerships. Develop and produce televised weekly seminars that attract elected officials and leaders. Expand the presence of LCSLA through representation at public events. Conduct Research for an integrative study on leadership and community in Los Angeles. Track and analyze public policy and legislation for studies on local health, government, transportation, education, economy, and governance. Implement existing grants including hiring and overseeing of field staff, creation of project literature, reporting to grant representative, and write reports on expectation and progress for existing grants. Lead and manage compliance effort for grant proposals. FORDHAM UNIVERSITY New York, NY Development Services Coordinator 2006-2009 Served as advocate and liaison between Communications, Alumni Relations, IT and Stewardship departments; develop strategic tactical plans to improve efficiency and data integrity of University database and record systems. Directed donor acknowledgements and produced progress reports to support the $400 million Excelsior capital campaign. In earlier role, directed diverse marketing projects to support annual fundraising efforts; coordinated market research, monitored web site, and developed promotional material and direct mail campaigns. Spearheaded launch and execution of key marketing projects that led to notable increases in gift contributions. NEW HORIZONS FAMILY CENTER Glendale, CA Government Program Administrator 2004-2006 Served integral role for a progressive non-profit Development and Management team responsible for the expansion of community services to the under privileged community of Glendale; conducted prospect research and gift solicitation. Member of Grant writing and acquisition team that was successfully awarded grants from the City of Los Angeles, The County of Los Angeles, The State of California Prepared and administered budgets for city, county and state contracts. Tracked and monitored Youth Program goals to meet or exceed government grant guidelines. Tracked legislation pertinent to children and mental health organizations. Key representative for all public relations events such as galas and forums. Collaborated with local Fire, Police Departments, and School Districts to plan festivals, child health days, and other community events. Booked health and human services leadership to speak at community events, and piloted centers Higher Education for Me program. Coordinated fundraising efforts with Glendale and Los Angeles City Councils, California State Assembly, Senate Members and County Supervisors. Championed multimedia events and gained PR exposure via press releases, television, print and Internet campaigns. RAND CORP Santa Monica, CA Field Researcher 2000-2002 Initial group of researchers to work on the Los Angeles Family and Neighbor Study. Field research was conducted in randomly selected homes through- out Los Angeles County to study the effects neighborhood has on a family's health, religion, economics, education, culture, and inter -family cohesiveness. Specialized in impoverished, and Spanish speaking communities. This study's data has been used for the creation of Los Angeles County health and human services public policy. EDUCATION I FORDHAM UNIVERSITY New York, NY BACKGROUND I Bachelor of Arts, Communications and Media Studies EXTRA RUN WITH LOS MUERTOS CIRRICULAR Founder/Race Director This annual day of the dead celebration was created to promote health and wellness in the Latino Community. Through varied programming including a 5k run, art show, clinics, and block party, the festivities bring together organizations, teams, and thousands of participants from around the country. THE MOBIUS CONFERENCE Founder/Executive Director A conference for thought leaders, artists, and scholars to engage, connect and share evolving topics in art, politics, and culture. The core mission of Mobius is to create spaces for dialogue amongst varied disciplines. Past conference participants have included civil rights icon Dolores Huerta, Actor Emilio Rivera, and internationally renowned Burkinabe architect Francis Kere. SELECT CLIENT BUILDING HEALTHY COMMUNITIES LIST Riverside County, CA CALIFORNIA MEDICAL ASSOCIATION Sacramento, CA CENTRAL BASIN MUNICIPAL WATER DISTRICT Commerce, CA CHELSEA DEVELOPMENT CORPORATION Carlsbad, CA CITY OF COACHELLA Coachella, CA CITY OF PALM SPRINGS Palm Springs, CA COACHELLA STAKEHOLDERS ASSOCIATION Coachella, CA COACHELLA VALLEY ASSOCIATION OF GOVERNMENTS Palm Desert, CA COLLEGE OF THE DESERT FOUNDATION Palm Desert, CA FIELD WORKS Washington, DC GOLDENVOICE Los Angeles, CA IMAGINE SCHOOLS Riverside, CA LOYOLA MARYMOUNT UNIVERSITY LEAVEY CENTER FOR THE STUDY OF LOS ANGELES Los Angeles, CA SANDSTONE PROPERTIES Los Angeles, CA SOUTHWEST VOTER REGISTRATION AND EDUCATION PROJECT Los Angeles, CA Section 6 — List of Projects Conducted Los Angeles Unified School District Redistricting Commission (2021) Luis Sanchez Chair LAUSD Redistricting Commission City of Los Angeles 200 N. Spring Street, Room 285 Los Angeles, CA 90012 323.376.9370 luis.a.sanchez@lacity.org City of Alhambra (2021-22) The Honorable Lauren Myles City Clerk City of Alhambra 111 South First Street Alhambra, CA 91801 626.570.5090 lmyles@cityofalhambra.org Chino Basin Water Conservation District (,2021-22) Toyasha Sebbag Administrative Services Manager Chino Basin Water Conservation District 4594 San Bernardino Street Montclair, CA 91763 909.667.4573 tsebbag@cbwcd.org ANDREW J. WESTALL California State Assembly Map (2001) As staff member to then -Speaker of the Assembly Robert M. Hertzberg, worked with Assembly consultants out of Caltech to build the data sets for the Statewide Database and the 2001 redistricting process, prior to the drafting of plans. Line drawer for 43 of the 80 State Assembly seats in the adopted 2001 California State Assembly map, as well as several draft plans for State Senate and Congressional District maps. State experience includes expert affidavits and testimony during the successful State Supreme Court litigation process after the State Senate plan was approved. Guest speaker for the Orange County 32 Section 6 - List of Projects Conducted (cont.) Business Council and the National Hispanic Caucus of State Legislators during this time. The Honorable Robert M. Hertzberg State Senator, District 18 and former Speaker of the Assembly (2000-2) State Capitol, Room 313 Sacramento, CA 95814 818.371.6764 norma.zendejas@sen.ca.gov (Norma Zendejas - Executive Assistant and Scheduler) https:Hstatewidedatabase.org/reports/califomia Journal links/assembly200l.html Los Angeles City Council Redistrictine Commission/City of Los Angeles (2001-02) Technical Director and chief line drawer for the 15 City Council districts; organized 16 public testimony hearings in every region of the City with more than 3,000 attendees and over 5,000 written public comments; submitted technical reports and developed, maintained, and updated website. Report available upon request. Jackie Dupont -Walker former Vice Chair (2001-02 and 2011-12) City of Los Angeles 200 N. Spring Street Los Angeles, CA 90012 213.494.9493 jdupontw@aol.com htW://redistricting20l I.laciiy.org/PDF/LACITY/LA%2OCity%2OCouncil%2ORedistrictin `/g `20C ommission%20Report-%20040502.pdf Citv of Los Angeles Redistrictine Commission for the LAUSD/City of Los Angeles (2001-02 Technical Director and chief line drawer for the 7 LAUSD Board of Education districts; submitted technical reports and developed, maintained, and updated website. Report available upon request. The Honorable David Tokofsky Board of Education Member (ret.), 5a` District (1995-2007) Los Angeles Unified School District 333 South Beaudry Avenue Los Angeles, CA 90017 213.392.3846 davidtokofsy@gmail.com httns://clkren.lacity.ore/onlinedocs/2002/02-0800.PDF Los Angeles City Council Redistricting Commission/City of Los Angeles (2011-12) Executive Director for the City of Los Angeles' City Council redistricting process with oversight of 33 Section 6 - List of Projects Conducted (cont.) six staff members employed and monitored twenty-seven contractors during the Commission's work; organized twenty-two public testimony hearings at various city and non -city facilities, as well as comprehensive citywide outreach with more than 5,000 attendees and 6,551 written public comments; organized 11 additional regular and special Commission meetings; and issued a 950- page report to the City Council on time and under budget. Report available upon request. The Honorable Herb J. Wesson, Jr. Los Angeles City Council President Emeritus City Councilmember (ret.), 10`h District (2005-20) City of Los Angeles 200 N. Spring Street Los Angeles, CA 90012 323.828.8590 wessonhj 10@gmail.com http://redistricting2011.lacity.org/PDF/LAC ITY/Final/FINAL°/u20REPORT°/u2003-01-12.pdf Elections Reform and Consolidation (Oct 2013 — Dec 2018) — Charter Amendments 1 and 2 Dr. Fernando J. Guerra Chair (ret.), City of Los Angeles Municipal Elections Reform Commission Loyola Marymount University 1 LMU Drive Los Angeles, CA 90045 310.993.1440 fernando.guerra@lmu.edu https://cityclerk.lacity.org/lacityclerkconnectlindex.cfm?fa=ccfi.viewrecord&cf iumber=13-1364 https://citvclerk.lacity.or /g lacityclerkconnect/index.cfm?fa=ccfi.viewrecord&cfnumbei=l5-1100- S1 https://citvclerk.lacity.orallacitvclerkconnect/index.cfm?fa=ccfi.viewrecord&cf iumbei=15-1100- S2 https://cityclerk.lacity.org/lacityclerkconnectlindex.cfm?fa=ccfi.viewrecord&cfnumber=l5-1100- S5 https://citvclerk.lacit�or /g lacityclerkconnect/index.cfm?fa=ccfi.viewrecord&cfnumbet=l8-1800- S1 Proposition HHH — $1.2 Billion Supportive HousingBond and (Apr 2015 — Dec 2020) Miguel Santana City Administrative Officer (ret.), City of Los Angeles President & C.E.O., Weingart Foundation 700 South Flower Street, Suite 1900 34 Section 6 - List of Projects Conducted (cont.) Los Angeles, CA 90017 213.458.2386 miguelasantana20t5@gmail.com https://citvclerk.lacity.or /g lacityclerkconnect/index.cfm?fa—ccfi.viewrecord&cfnumber-16-1800- S2 https://cityclerk.lacit�org/lacitvclerkconnect/index.cfm?fa=ccfi.viewrecord&cfnumbei=l6-1800- S5 Raise The Wage LA (Feb 2014 — Oct 2018) — Hotel Living Wage, Minimum Wage, and Airport Living Wage Ana Guerrero Chief of Staff Office of Mayor Eric Garcetti City of Los Angeles 200 N. Spring Street, 3`dFloor Los Angeles, CA 90012 213.359.8879 ana.guerrero@lacity.org httt)s:Hcityclerk.lacity.or /g lacityclerkeonnect/index.cfm?fa--ccfi.viewrecord&cfnumbei=l4-1371- S7 https:Hciiyclerk.laciiy.or /g laciiyclerkconnectlindex.cfm?fa--ccfl.viewrecord&cfnumber=l4-1371 htWs:Hciiyclerk.lacity.or /g lacityclerkconnectlindex.cfm?fa--ccfi.viewrecord&cfiumbet=l5-0817- S1 DAVID ELY County of Los Angeles (2011) Worked with the Boundary Review Commission and County staff to design and build data sets for use with County redistricting software, as well as distribution to public, and analysis by legal team. Laura W. Brill Outside Counsel Kendall Brill & Kelly LLP 10100 Santa Monica Blvd., Suite 1725 Los Angeles, California 90067 310.556.2700 lbrill@kbkfirm.com https:Hlacogpty.gov/govemment/geogrqphy-statistics/mgps/ City of Garden Grove (2015-16) Supervised Council District Formation process, including building database; creating educational 35 Section 6 - List of Projects Conducted (cont.) and informational presentation materials for community meetings, Public Hearings, and online access; processing public input, producing draft maps, and creating standardized maps and reports for draft maps as well as publicly submitted district plans; and assisting City staff in the transmission of adopted plans to County election officials for implementation. Maria Stipe Deputy City Manager City of Garden Grove 11222 Acacia Parkway Garden Grove, CA 92842 714.741.5106 marias@ci.garden-grove.ca.us https:Hggcity or /maps/council-districts/ City of Costa Mesa (2016) Supervised Council District Formation process, including building database; creating educational and informational presentation materials for community meetings, Public Hearings, and online access; processing public input, producing draft maps, and creating standardized maps and reports for draft maps as well as publicly submitted district plans; and assisting City staff in the transmission of adopted plans to County election officials for implementation. Brenda Green City Clerk City of Costa Mesa 77 Fair Drive Costa Mesa, CA 92626 714.754.5221 brenda.green@coastamesaca.gov http:Happs.costamesaca. og v/mapsNotingDistrict.html City of Los Angeles Demographic Analysis, 2020 Census, and Redistricting (2016-Present) Sharon Tso Chief Legislative Analyst City of Los Angeles 200 N Spring Street, Room 255 Los Angeles CA 90012 213.359.8867 sharon.tso@lacity.org Compton Unified School District Board District Formation (2019) Barrett Green Attorney, Compton Unified School District Littler Law Firm 2049 Century Park East, 5th Floor 36 Section 6 - List of Projects Conducted (cont.) and informational presentation materials for community meetings, Public Hearings, and online access; processing public input, producing draft maps, and creating standardized maps and reports for draft maps as well as publicly submitted district plans; and assisting City staff in the transmission of adopted plans to County election officials for implementation. Maria Stipe Deputy City Manager City of Garden Grove 11222 Acacia Parkway Garden Grove, CA 92842 714.741.5106 marias@ci.garden-grove.ca.us https:Hggcity or /maps/council-districts/ City of Costa Mesa (2016) Supervised Council District Formation process, including building database; creating educational and informational presentation materials for community meetings, Public Hearings, and online access; processing public input, producing draft maps, and creating standardized maps and reports for draft maps as well as publicly submitted district plans; and assisting City staff in the transmission of adopted plans to County election officials for implementation. Brenda Green City Clerk City of Costa Mesa 77 Fair Drive Costa Mesa, CA 92626 714.754.5221 brenda.green@coastamesaca.gov http:Happs.costamesaca. og v/mapsNotingDistrict.html City of Los Angeles Demographic Analysis, 2020 Census, and Redistricting (2016-Present) Sharon Tso Chief Legislative Analyst City of Los Angeles 200 N Spring Street, Room 255 Los Angeles CA 90012 213.359.8867 sharon.tso@lacity.org Compton Unified School District Board District Formation (2019) Barrett Green Attorney, Compton Unified School District Littler Law Firm 2049 Century Park East, 5th Floor 36 Section 6 - List of Projects Conducted (cont.) Los Angeles, CA 90067-3107 310.772.7264 bgreen@littler.com htips://www.compton.kl2.ca.us/board/establishment-of-board-districts/establishment-of-board- districts TIZOC DEAZTLAN California Medical Association (2011) Consulted and provided analysis on State and Federal outcomes of redistricting efforts. Worked alongside the offices of elected officials and community advocacy groups to track testimony and provide forecasting. David Pruitt Former Vice President of Political and External Affairs California Medical Association 1201 K Street, Suite 800 Sacramento, CA 95814 916.716.9511 david@davidpruittconsulting.com Central Basin Municipal Water District (2012) Managed outreach efforts for a District that serves 1.6 million people from 24 cities and unincorporated areas. Worked directly with the Board of Directors and staff to create a plan (subcontracted to Andrew Westall as an individual) that assured that all redistricting guidelines and timelines were met. Conducted outreach through earned media, as well as direct communication with residents, and advocacy groups. Planned, promoted, and managed bilingual community input meetings in each district. Sharon Kumar Deputy Board Secretary Central Basin Municipal Water District 6252 Telegraph Road Commerce, CA 90040 323.201.5500 sharonk@centralbasin.org City of Palm Springs (g 2018) Worked with the City Council, Staff, and Voting Rights Commission to assure that residents had access to redistricting information and the ability to participate. Planned, promoted, and managed bilingual community input events that provided background and training in map creation. Produced bilingual informational material and provided in field distribution. The outreach efforts resulted in a significant increase in meeting participation as well as map and survey submittals from the Latino/a/x community. 37 Section 6 - List of Projects Conducted (cont.) Anthony Mejia City Clerk City of Palm Springs 3200 E. Tahquitz Canyon Way Palm Springs, CA 92262 760.323.8206 anthony.mejia@palmspringsca.gov https://www.aregis.comlUpslwebappviewerlindex.html?id=d5a5aOd3eebe4dbdbf73325c3fOd6le 1 Citv of Palm Shrines Spanish Social Media and 2020 Census (2020-2021 Amy Blaisdell Communications Director City of Palm Springs 3200 E. Tahquitz Canyon Way Palm Springs, CA 92262 760.323.8250 Amy.Blaisdell@palmspringsea.gov City of Coachella City Manner Search and Resident Outreach (2021) The Honorable Steven Hernandez Mayor City of Coachella 53-990 Enterprise Way Coachella, CA 92236 760.398.3502 Hernandez@coachella.org OLSON REMCHO Alan I Smith, Esq. City Attorney for the City of Watsonville The Grunsky Law Firm 240 Westgate Drive Watsonville, CA 95076 831.740.8881 alan.smith@cityofwatsonville.org Harit U. Trivedi, Esq. Los Angeles City Attorney's Office 200 N. Main Street, Room, 800 Los Angeles, CA 90012 213.978.7100 harit.trivedi@lacity.org Damien B. Brower, Esq. City Attorney for the City of Brentwood m Section 6 - List of Projects Conducted (cont.) Anthony Mejia City Clerk City of Palm Springs 3200 E. Tahquitz Canyon Way Palm Springs, CA 92262 760.323.8206 anthony.mejia@palmspringsca.gov https://www.aregis.comlUpslwebappviewerlindex.html?id=d5a5aOd3eebe4dbdbf73325c3fOd6le 1 Citv of Palm Shrines Spanish Social Media and 2020 Census (2020-2021 Amy Blaisdell Communications Director City of Palm Springs 3200 E. Tahquitz Canyon Way Palm Springs, CA 92262 760.323.8250 Amy.Blaisdell@palmspringsea.gov City of Coachella City Manner Search and Resident Outreach (2021) The Honorable Steven Hernandez Mayor City of Coachella 53-990 Enterprise Way Coachella, CA 92236 760.398.3502 Hernandez@coachella.org OLSON REMCHO Alan I Smith, Esq. City Attorney for the City of Watsonville The Grunsky Law Firm 240 Westgate Drive Watsonville, CA 95076 831.740.8881 alan.smith@cityofwatsonville.org Harit U. Trivedi, Esq. Los Angeles City Attorney's Office 200 N. Main Street, Room, 800 Los Angeles, CA 90012 213.978.7100 harit.trivedi@lacity.org Damien B. Brower, Esq. City Attorney for the City of Brentwood m Section 6 - List of Projects Conducted (cont.) Office of the City Attorney 150 City Park Way Brentwood, CA 94513 925.516.5320 dbrower@brentwoodca.gov Susanne M. Brown, Esq. City Attorney for the City of Concord Office of the City Attorney 1950 Parkside Drive Concord, CA 94519 925.671.3160 susanne.brown@cityofconcord.org Martin Lysons, Esq. City Attorney for the City of San Ramon Office of the City Attorney 7000 Bollinger Canyon Road San Ramon, CA 94583 925.973.2542 mlysons@sanramon.ca.gov 39 Attachment A NONCOLLUSION DECLARATION TO BE EXECUTED BY BIDDER AND SUBMITTED WITH BID The undersigned declares: I am the Prinicipal/Owner of Bear Demographics & Research LLC , the party making the foregoing bid. The bid is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation. The bid is genuine and not collusive or sham. The bidder has not directly or indirectly induced or solicited any other bidder to put in a false or sham bid. The bidder has not directly or indirectly colluded, conspired, connived, or agreed with any bidder or anyone else to put in a sham bid, or to refrain from bidding. The bidder has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the bid price of the bidder or any other bidder, or to fix any overhead, profit, or cost element of the bid price, or of that of any other bidder. All statements contained in the bid are true. The bidder has not, directly or indirectly, submitted his or her bid price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, to any corporation, partnership, company, association, organization, bid depository, or to any member or agent thereof, to effectuate a collusive or sham bid, and has not paid, and will not pay, any person or entity for such purpose. Any person executing this declaration on behalf of a bidder that is a corporation, partnership, joint venture, limited liability company, limited liability partnership, or any other entity, hereby represents that he or she has full power to execute, and does execute, this declaration on behalf of the bidder. I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct and that this declaration is executed onMay 24, 2021 [date], at Los Angeles [city], CA[state]." Firm Bear Demographics & Research LLC Street 10061 Riverside Drive, #144 City Toluca Lake State CA Zip 91602 (Signature) Andrew Westall - Principal & Owner (Print Name & Title) Attachment D SUBCONTRACTOR CAMPAIGN CONTRIBUTION x ACKNOWLEDGMENT FORM Proposer [or Consultant] is required to identify any known subcontractor who will provide goods or services with an anticipated or actual value of $15,000 or more in connection with any contract which may be awarded pursuant to this Request for Proposal if the proposed contract with the Proposer [or Consultant] has an anticipated or actual value of $30,000 or more. By my signature below I certify that as a subcontractor I reviewed and am in compliance with the City of West Covina Municipal Code section 2-405.50, in reference to campaign contributions to any individual holding City elective office. CONTRACTOR: Company: Bear Demographics & Research LLC By: Title: & Owner SUBCONTRACTOR: Company: DeAztlan Consulting By: Tizoc DeAztlan Title: Date: May 24, 2021 Date SUBCONTRACTOR: President May 24, 2021 SUBCONTRACTOR: Company: Compass Demographics Company: M David Ely Title: President & Owner Date: May 24, 2021 A Olson Rcmcho Kristen Mah Rogers Title: Partner Date: May 24, 2021 Attachment No. 3 LL= L U C I E N P A R i N E P 5 RESPONSE TO RFP NO. 12-001 CITY OF WEST COVINA ("CITY") PROFESSIONAL REDISTRICTING CONSULTANT SERVICES CONTACT Darryl Lucien, Managing Partner and Project Manager 1017 L Street #246, Sacramento, CA 95814 Phone: (530) 601-9640 or (562) 673-0682 Email: Darryl@LucienPartners.com 1IPage Table of Contents CoverLetter................................................................................................. 3 ProjectSummary ........................................................................................... 4 Methodology................................................................................................. 4 Project& Outreach Plan......................................................................................................... 5 DigitalMedia Plan.................................................................................................................. 5 Stakeholder Management Plan............................................................................................... 5 ProspectiveTimeline.............................................................................................................. 5 FeeSchedule................................................................................................ 7 Subcontracted Services.................................................................................... 8 References.................................................................................................. 8 Attachment A - Statement of Non -Collusion by Contractor ......................................... 11 ExhibitA - Sample Maps.................................................................................. 12 21Page Cover Letter May 21, 2021 Office of the City Clerk City of West Covina Attn: Lisa Sherrick 1444 W. Garvey Avenue S. #317 West Covina, CA 91790 On behalf of the Redistricting Collaborative, we are pleased to present a response to the Request for Proposal 12 - 001, seeking Professional Consulting Services for Redistricting. The Redistricting Collaborative brings decades of experience delivering the skills essential to executing a superior process that withstands the highest levels of legal enquiry. This includes analyzing demographic shifts and trends, voter turnout trends, drawing political districts, identifying and engaging key stakeholders throughout the process, liaising closely with media to ensure full transparency, and facilitating voter engagement and mobilization. The Redistricting Collaborative includes Darryl Lucien, Managing Partner of Lucien Partners; Brian Adams, Digital Media Manager at Lucien Partners; Chris Skinnell, Partner at the Law Offices of Nielsen Merksamer; and James Mansfield, Chief Executive Officer of Cartifact, a cartography firm specializing in data analysis, and Census information processing. Henceforth, all references to the "Redistricting Collaborative" will include Lucien Partners and all of its consultants. The Redistricting Collaborative collectively exceeds the minimum requirements set forth in RFP No. 12 - 001. Our team is prepared to deliver a complete redistricting plan that provides the City with multiple map options, and a complete analysis of the demographic and economic profile of the constituent base. The Redistricting Collaborative will also effectively and strategically engage residents, voters, elected officials at all levels of government, interested stakeholders, and media outlets to create a public process that reflects positively on the City's efforts. We look forward to employing our collective experience toward the successful execution of these objectives. Sincerely, Darryl Lucien, Partner and Project Manager The Redistricting Collaborative (530) 601-9640 or (562) 673-0682 31Page Project Summary The Redistricting Collaborative will provide a complete suite of services that include public engagement, cartography and data analytics, and legal services to ensure that maps are highly defensible, and compliant with constitutional and statutory requirements. Upon determination of the desired level of public engagement desired by the City, we will draft a public outreach plan, which includes robust citizen engagement. Each step of our process is optimized for legal defensibility to ensure that the redistricting process will withstand legal scrutiny. Methodology The Redistricting Collaborative has extensive experience drafting and shepherding policies related to elections and redistricting into law, counseling on the redistricting process, electoral experience, and advising local governments. Our strategy includes the development and design of multiple redistricting maps which illustrate the economic and demographic, characteristics and nuances of the City and its community members. We recommend a series of planning sessions with the City to glean insights, align priorities, and to establish communication preferences and channels. The State of California's Redistricting Commission is required to approve Legislative and Congressional lines on August 15, 2021. However, on July 17, 2020, the California Supreme Court granted the Legislature's emergency petition and issued a peremptory writ of mandate for a four -month extension to California's redistricting deadlines. The Commission is directed to approve and certify the final statewide maps to the Secretary of State by no later than December 15, 2021. The following services are integral elements of the Redistricting Collaborative strategy: a. Gathering and production of demographic data for review, comprehensive reporting detailing characteristics of each division. b. Drawing divisions that comply with federal and state standards. c. Drafting proposals and memoranda, and making redrawing recommendations, as applicable, as it concerns opportunities to move forward with new population numbers. d. Coordination and facilitation of extensive public outreach and stakeholder engagement, with respect to redistricting, solicitation of public comment, and informational meetings. e. Public relations support on all redistricting matters before community agencies. f. Providing sound strategic counsel concerning redistricting and on issues of compliance. g. Interacting with outside agencies to secure community support for our recommendations. h. Structuring timelines for each stage of work completion. 41Page Project £t Outreach Plan In support of a successful redistricting effort, we propose to develop a robust community and stakeholder engagement process through the execution of Digital Media and Stakeholder Management plans, in accordance with the Prospective Timeline outlined herein. The aforementioned deadline and steps of the redistricting process are anticipated and outlined in our Prospective Timeline. Digital Media Plan The Redistricting Collaborative plan will include the creation of online and social media assets to communicate the redistricting process with constituents and stakeholders. Our methodology includes identification of interested public agencies, and prominent service and neighborhood organizations to develop a synchronous social media strategy. The Redistricting Collaborative will calendar weekly posts and partner with allied organizations to amplify redistricting messaging and elicit community engagement. Each map will be posted on social media platforms and the redistricting website, using software which allows constituents to view the proposed maps and provide comments. Stakeholder Management Plan The Redistricting Collaborative will produce a Stakeholder Management Plan that identifies interested stakeholders, is tailored to support proactive engagement, and mitigates opposition to City interests. These stakeholders may include, but are not limited to, state -elected officials, local public officials, interested legal observers (i.e., Mexican American Legal Defense Fund, etc.), interest groups, and media stakeholders. With authorization from the City, the Redistricting Collaborative would also seek to present maps at regular public hearings of the City Council, and to the City's Legislative and Congressional delegations and other stakeholders. Prospective Timeline Month 1 (July 2021) • The Redistricting Collaborative wit( be prepared to provide an overview of the legal requirements associated with the redistricting process —both procedural (hearing requirements, etc.) and substantive (permissible criteria, etc.). This overview will ensure that elected and staff understand the constitutional and statutory requirements —both federal and state —that govern this process. • The Redistricting Collaborative also proposes to create dedicated website and social media accounts, specific to the redistricting process, which serve as the primary interface with the public and interested stakeholders. The Redistricting Collaborative will propose a digital media strategy for amplifying the City's work, in coordination with its constituent public agencies. • The Redistricting Collaborative will produce a stakeholder management plan that details prospective stakeholders we intend to actively engage. The Redistricting Collaborative 51Page will leverage its relationships to preemptively manage prospective media crises, litigation threats, and political threats to this redistricting process. Month 2 (August 2021) • The Redistricting Collaborative will produce a set of maps that detail the population density, demographics, median household income, educational attainment, and other City population -related details. This presentation will provide clarity and highlight relevant constituent trends within the City. • The Redistricting Collaborative will also provide an update on the stakeholder management and digital media strategies. Month 3 (September 2021) • The U.S. Census Bureau releases the 2020 Census results.' Note that the entire set of 2020 census results are not released in September, only the redistricting subset which includes housing unit counts, race and ethnicity details, and other demographic data. The rest of the data will be released on a rolling basis through 2022. • The Redistricting Collaborative will prepare an analysis of the changes and produce a set of maps based on the new U.S. Census Bureau data. The Redistricting Collaborative will provide a comparative analysis of the maps produced in March 2021 and the new set of maps, which correspond with 2020 Census data. • The Redistricting Collaborative will seek feedback and guidance from the elected and staff, with respect to the 2020 Census data, and will begin drawing districts that conform with constitutional, statutory, and case law requirements, incorporating feedback to the degree it conforms with legal requirements. Month 4 (October 2021) • The Redistricting Collaborative will present multiple maps with configurations that conform with the legal requirements for review and feedback. Our team will also present variations of the City configurations that include other contextual information such as demographics, median household income, and other details. • Upon completion of the map presentations, the Redistricting Collaborative recommends the initiation of a robust stakeholder and community engagement process to gather public feedback. This process may include, but not be limited to, holding virtual open houses to invite public comment, making presentations before each of the special districts during their public hearings, the City's Legislative and Congressional delegation, and other interested stakeholders. • Additional maps will be provided as data is released by the U.S. Census Bureau. ' We note that, while the Census Bureau has historically released its results prior to the April t deadline mandated by federal law, this year it is expected that the Bureau will miss the deadline by a few weeks, minimally. If the delay proves to be longer, this proposed timeline may require some adjustment to account for the delay. 61Page Month 5-8 (November 2021 - February 2022) • It is anticipated that the Redistricting Collaborative will continue its stakeholder engagement and management process to solicit input on maps. We will also provide responses to maps submitted by other stakeholders. • As additional data is released from the U.S. Census Bureau through 2022, the Redistricting Collaborative will produce additional maps that provide details about the City constituents. Month 9 (March 2022) • The Redistricting Collaborative will present stakeholder feedback, and provide a corresponding response to each comment, to help guide the City in its decision -making. The Redistricting Collaborative will seek City direction on final modification requests. • The Redistricting Collaborative will present a final set of maps for consideration and approval, and provide counsel on each option. Months 10 (April 2022) • The City will adopt the final maps. • With the final division lines approved by the City, the Redistricting Collaborative will also provide a final set of detailed maps of each region within the City. * See Appendix A for an example of the type of work we have performed on behalf of clients. Fee Schedule $8,000 per month through April 2022, plus the costs of legal fees Upon adoption of maps and conclusion of contract, additional services are billed at $300 per/hr. Further legal counsel, if requested, is available at the stated hourly rate. Exclusions Software costs (i.e., ESRI or Maptitude), printing costs, translation services, digital media costs (i.e., website domain registration, complex graphic image development, and other related media expenses). The Redistricting Collaborative maintains numerous relationships with relevant vendors that may likely qualify the city for discounted prices. All of the recommended products and services below will be billed at cost to the city (no markup). Recommendations Geographic Information System (GIS) software available to the City at cost, and offers interactive features that enable the ability to integrate Census statistics, visualize data, and detect hidden geographic patterns, which aid in decision -making. Print Media and Translation Services - Costs will vary, based on the level service and access requested by the City (i.e., mailings, robocalls, town halls, etc.). 71Page Subcontracted Services The Redistricting Collaborative includes the law firm of NIELSEN MERKSAMER PARRINELLO GROSS % LEONI, LLP, and Cartifact. The Nielsen Merksamer law firm will be a subcontractor of Redistricting Collaborative and provide legal services, as needed. Cartifact is also a subcontractor of Redistricting Collaborative and will provide analytical and cartography services. References Project Management - Media/Community/Media Engagement As part of the Redistricting Collaborative, Lucien Partners has provided the following clients with public engagement, outreach, mobilization, and media liaising services over the past three years: 1. Central Basin Municipal Water District (Redistricting Services) a. Alex Rojas, General Manager b. 323.201.5500 c. alexr@centralbasin.orQ 2. United Health Care a. Jose Ugarte, Prime Contractor, on behalf of United Health Care b. 818-571-5391 c. jose@ugarteandassociates.com 3. Bulletin Displays a. Mark Kudler, President b. 714-470-6020 c. Mark. k@bulletindisplays.com 4. Los Angeles Police Protective League a. Craig Lally, President b. Primary Contact: Teresa Ochoa c. (213) 251-4554 d. teresa@tappl.org 5. Charles R. Drew University of Medicine and Science a. Angela Minniefield, Senior Vice President b. (323) 357-3669 c. Primary Contact: Cazzie Burns d. Contact Email: cazzieburns@cdrewu.edu Legal Research, Counsel, and Compliance As a part of the Redistricting Collaborative, the Nielsen Merksamer firm has provided legal advice and litigation services over the past three years, with a specific focus on redistricting and voting rights projects 2: 1. County of Merced" a. Jim Brown, County Administrative Officer b. 209-385-7637 c. ceol6@co.merced.ca.us 2. County of San Diego Redistricting Commission" a. Andrew Potter, Executive Director b. 619-531-5431 c. Andrew. Potter@sdcounty.ca.gov 3. San Diego County Board of Education"* a. Aaron McCalmont, Legal Analyst b. 858-295-6613 c. aaron.mccalmont@sdcoe.net 4. City of Martinez" a. Eric Figueroa, City Manager b. 925-372-3505 c. efigueroa@cityofmartinez.org 5. City of San Rafael a. Rob Epstein, City Attorney b. 415-485-3080 c. rob. epstein@cityofsanrafael.org 6. City of Novato a. Jeff Walter, City Attorney b. 415-899-8900 c. jwalter@walterpistole.com "*Redistricting services provided by Nielsen Merksamer (2010 Census), retained for 2021. 2 Since the release of the 2010 Census, Nielsen Merksamer has represented in excess of 100 public agencies in connection with redistricting and voting rights, and currently represents hundreds of clients on a broad array of political and government law issues. A summary of the firm's redistricting clientele can be found on its website at https://www.nmgoviaw.com/practice-area/voting-rights-redistricting/?listing; additional information available request. 91Page Cartography, and Demographic, Economic, and Census Data Analysis As a part of the Redistricting Collaborative, Cartifact has provided cartography, demographic or census data analysis to the following clients within the past year: 1. Downtown Center Business Improvement District a. Elan Shore, Director, Research E3 Special Projects b. 213-416-7518 c. eshore@downtownla.com 2. Miami Downtown Development Authority d. Ivery Boston III, Manager, Innovation and Insights e. 305-379-6573 f. boston@miamidda.com 3. City of Los Angeles, Department of Recreation and Parks g. Tracy James, Parks Services h. 323-661-9465 i. tracy.james@tacity.org 4. Eastdil Secured a. Nick Leitner, Marketing Associate b. 310-526-9363 c. nleitner@eastdilsecured.com 5. Cushman Et Wakefield a. Arielle Siegel, Senior Marketing Associate b. 310-228-1215 c. arielle.sieget@cushwake.com 10 1 Page Attachment A - Statement of Non -Collusion by Contractor Attachment A 3 �IS1 +i] NONCOLLt'SION DE('LARATION TO BE EXECtl'rED Bl' BIDDER AND SUMUTTED WITH BID The undersigned declares I am the t &MOr ante Proft MWWWar of The Redistricting Collaborative , the patiN making the foregoing bid The bid is not made in the interest of, or on behalf. of. any undisclosed person, panncrship. company. a+wctation. orgamratioa or corporation The bid rs genuine and not collusive or sham The bidder has not directly or indirectly induced or %ihcacd any other bidder to put In a false or %ham bid The bidder has not directly or indirectly colluded, conspired. connived. or agreed with any bidder or anyone else to put in a slam bid. or to refrain from bidding The bidder has not in any manner. directly or indirectly, %ought by agreement. communication. or conferenec with anyone to fix the hid puce of the bidder or any other bidder. or to fix any overhead, profit, or cost element of the hid pnce, or tit that of aim other bidder All stntemems contained in the hid are true The bidder has not. directh or Indirectly. submitted his or her hid pnce or any breakdown thereof. or the contents thereof or divulged information or data relative thereto, to any corporation, partnership company, as%iciation, organization. bid depository. or to nny member nr agent thereof. to eflictuate a collusive or sham bid. wad has not paid. and will not pay. any person or entity liir such purpose Am• person executing this declination on behalf of a bidder that is a corporation. partnership. ioint venture. limited liability company. limited liability parnership, or any other entity. hereby represents that he or she has full power to execute. and dons execute. this declaration on behalf of the bidder I declare under penalty of perjun' under the laws of the State of California that the laregomg is tau and correct and that this declaration is executed ,m May 22. 2021 [date] at Los Aa W&S. CA [city), _[state] " Firm The Redistricting Collaborative Street 1017 L Street #246 city Sacramento, stale CA zip 95814 (signature) Partner and Project Manager iPnnt Name & Title 11 1 Page Exhibit A - Sample Maps The following samples are included: • Educational facilities • Ethnicity • Healthcare Facilities • Median Income • Neighborhoods • Zoning 12 1 Page d Q ZZ ' 0'o 8 Q O © iNw Wm� 30� O urc fQ td ® O ® O ® 00 W m 6 u Yw d _ m vi OO o ♦) o is ® � � o Q 6 B 3 3N O c u om ® mo f p� V aw_ QD © Q Q J e 0 O Eii O O O 6 mm __.© O O p O 6 � O Q Q V O Q % o O O° O 00 O O O 0 0 6 O O 3 0 Z. 0. W O 3 n O m� �u m 3z w a � m - p '° w mo �F y o w u i 7 �! �}(adA W �ff if b ���y(�t5 P�`" g � �� • E� � IzM a> w:3. o I2d• 'z pq£ 11 § $�y �e�#£ f�({ _ S o da#- `-,ia1; :I `e o� .a,#� 'f.l�9id3ai.iSIt g�# &� :l3�#I��a Sal a a a FRRRRR e22222O: ilots o21 3 a # is i}! P[[ $ {{yy 33(f( jgqfEfE F!`I[y5_)#fp 4 i' i i_t{ jA #• F { O 3'^ 3 """"R i imlRtttf tAiA ; malts u $Am : "+tRARAG pa tAm t2C 0tt:22 j t2G1A W 2ttA2iFRFt § |! ! / j \ b� , / ./ lift, k,! �I ow @ £ \ \ 00 wN x Y 1' 1V F w, ! 0z rr 0, rw oY a i u_ az B zw w0 wo ¢ a O fZ uO �3) fJ •L'e w 3wx tt� F E= ttw a0a P� hC N Z fz kiO° 3U w0 E 8 WWW N Y' 00 OwFOa Wm = i'idW Ou, NN wN U P '� i• J :z w u O •tA! ¢w J n W n m° rtt V! a, a2.. �,°=dC u��c N�- a_yuNPag- EQ JN d Y w 3N x3oc` I ary n � 4 �w m'•••�^;&t Qoa YO > N01 : at•W�ww3F z - °°90 0 w _ _`-- Z Q u J N u a� cme m d v m m iix med Ezu Nd Jx © w o m F w SQ DM a e ma aJ Ow C "ffl e O 3 K as d U >—_ L / Nx UNG N ��•� W _ W2 R6 °iPj 0 3 ay E_ < t„ 6 `= 3 C a `> f zz a `d c''c EE �' y m c` kQ o O U � 2a C "=A9 F Hai iE3 _ © m m 0 a 0 0 3 _v 01 c ;C OZ ■ uo I�'w nZ xr ■ �Z JW 3u w� ax W� J �3 I > N � N � rr C UN 03 L N O J w 0 N r 0 3 O 3 r N W 3 R x za W FZa WSW wN� 3wa aZ IZ wu u N W , J W W'2 3 b !p u J @ 0 ,a ow V a0 o< �3 z u> R6}2 © Z ^i 4J wbu oa= e rw Jw w�= ;V •_r W WJ fG 6Y i\ i if O N W F � r CV � JC Oj \ v2z' O � c D 4J I� tin lie Ox €iR !vx F9a __z W;3x Fi¢ MR ,s = .i�3r"x ,�, _ ��E ��9� Fi�� i� �3�• !;s '': F6E i i" R n tl F 5 y ! O z r V u j • V �. / /• ���'i'1^\r`i% �� 'f/.I 41 `�i� 1*0 �'����_-f--�_af•-__-_ :r_:=:=:i__c:c :c: :cl fc_c r ey;, _ *��ir ���, ,/ j ���.�� •_ -_ 13__. .1^ _a: �__--.. =� il�r: • -- oft III Ir 1'0 . i4 �� __.�_•__ .o..._...._I� Now 6•, 61 �r_u a� r o e a 'I 11:re�rree • I. - ,�rr.���n w — •i I I II �� •�w� n Illy. �� __. _ _ _ _'f -- _ II ■ J� 1 �1 i • O • � it I 11 1 ■ ,� 1 / _ �r O • 1L I.IIII- . •1 i II 11 1• (/% �9 ► o IL at AN So Our qt ul . . . i J IN +�1 10�p®dR 1� ! U•, r • ° G e�1��sa 0 4 E 0 OD I