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Isom Global Strategies (IGS)
I 3 G® S ( NYe � O n Isom Global Strategies ` - Z S c''. '' LOp'0W� F 1.O,SUN''a0 • Solicitation Number: 17-10-01 • Date Submitted: 10/31/2017 w y. /i 4-ILA ;.1-411y ,.__-,: �* ��et L }pc 4,�,?5, , w l r C.U. ImoI''/I' (JJ�,�,� j , ? ...‹.—r.:, t,� N\ 'Zv�`1i �ik 1."fi if rs� ,�,�, 7% A>A �� '1f-1 �-. � ��� /lam rc A. ��' ' , a; n T-- /1 ; `\ ti\FUBLIC RELATIONS FOR TOURISM " ; \ ._..„.) ' ' - tl'' : i 1 N D TRADE INDUSTRY SERVICES 7y ;51/,./, fi' ' i 1 // // 1'I I. f ' , t►\'}I � �r; , 1;474,f rI�' 1' • P SUBMITTED TO SUBMITTED BY i �I' ' s is �� SII ��. ; ;I II iI i f Attn:City Clerk Towan Isom,President and CEO I ' 1 Sunny Isles Beach Isom Global Strategies www.isomglobal.co � Government Center (202)841-9443 DUNS#:028461106 ‘ ; Towan@isomglobal.com TIN#:27-3281915 18070 Collins Avenue 300 New Jersey Ave NW GSA Contract Holder:GS-07F-0777X Sunny Isles Beach Suite 900 - Business Type: Florida 33160 Washington, DC 20001 Woman-owned Small Business Isom Global Strategies tel 202.347.3374 G s - - - - -- • T ite 900 fax 202.280.1211 ReceiiP�dhington,D� 20001 info@isomglobal.com Isom Global Strategies OCT 3 12017 To Whom It MayConcern: city of sunny is Beach Office of the City Clerk Isom Global Strategies(IGS) is pleased to enclose for your consideration our response to the Sunny Isles Beach Request for Proposal to fulfill Public Relations for Tourism and Trade Industry Services. In the pages that follow, please find descriptions of our ongoing work providing marketing communications services and consultation to a diverse pool of federal and commercial organizations. In recognition of our expertise, the Public Relations Society of America (PRSA) selected IGS as the 2015 recipient of its Award of Excellence. We are excited for the opportunity to work with Sunny Isles Beach to help foster and grow this beautiful community. As a minority-owned small business, we are enthusiastic about this opportunity. We at IGS bring our customary innovation, service, and excellence, and look forward to helping the Sunny Isles Beach stakeholders achieve their goals. Please contact us with any questions. We appreciate the opportunity to submit our proposal and look forward to hearing from you. Respectfully, 1Vfr Towan Isom President and CEO Isom Global Strategies 202.841.9443 Towan@isomglobal.com a.t.kq 1. Solicitation Number: 17-10-01 . ,�, ri i �'' 4.t " w...,,,,.4„7„, \ NI \`il �:NkrT7(4-(1-- ; �';> ,,,,, , -„:.-,--:\wri 4 ,�\�` „, ,-, 3. 0,.11,., ,i...,r.,__,,,, ...._ i I., : 1 , ,, . , il,\ .% . A '®+ 11 +- I i IA Table of Contents EXECUTIVE SUMMARY 2 SECTION 1:CORPORATE BACKGROUND 2 SECTION 2:QUALIFICATIONS 5 PAST PERFORMANCES 20 SECTION 3:STAFFING 30 TECHNICAL PROPOSAL 47 SECTION 4:APPROACH/METHODOLOGY 47 SECTION 5:FINANCIAL BACKGROUND 52 SECTION 6:AGENCY BILLINGS 54 SECTION 7:CREATIVE ABILITY 63 SECTION 8:STRATEGIC THINKING 66 SECTION 9:COST SERVICES 89 SECTION 10:REFERENCES 92 SECTION 11:CONTRACT FORMS 95 410 ill i-- ,.,. .kit” ._ , :*004..r. Tf;j. �'.�ii O`� ® Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the �1,°j4-41,' a, CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed — in whole or in part—for any +'•7; i.r� Isom Global Strategies purpose other than to evaluate this response. i� r - r�, siL i Ik; a rr: t" O . . \tib s.gits Tae• ' ,. *' ---,:x..0,, ce . ,� r v __ Solicitation Number: 17-10-01\\:...„,-, ' ,,,.,41.,, ,. . �,� � �� ` � �t' (;711:mli'ila.,' 1 l',::7\:,\''\'°' � 1,� :-:: i'S I} • t ,� p1 Executive Summary Section 1: Corporate Background In today's cluttered communications landscape, pointed and efficient messaging is required for success. Recently, an influx of management consulting firms has entered the Public Relations space. But the art of communication requires talent held by experts with the ability to strategically assess the landscape, influence behavior, and measure impact—the perfect marriage of people and persuasion that you will find with Isom Global Strategies (IGS). With the professional background of our staff and our long history of working with government and commercial entities, our team brings depth and diversity of experience executing communications programs on behalf of a wide variety of commercial organizations, federal agencies, and military service branches. The prime geographic region of the Sunny Isles Beach community, between the Intercostal Waterway and the Atlantic Ocean, makes it an attractive tourism and residential destination with potential for exponential growth. As the community begins to reinvent its affluent neighborhood, the implementation of strategic storytelling, message development, and marketing campaigns can leverage Sunny Isles Beach among target audiences as an ideal ® destination. Creating such success requires the combination of expertise, passion, and enthusiasm. Isom Global Strategies (IGS) has been a trusted advisor and advocate for strategic communications for more than 20 years. Having won several Public Relations awards for our efforts, we are confident that our commercial expertise and cuffing-edge marketing capabilities will provide substantial value to the Sunny Beach Isles Tourism and Marketing Council (SIBTMC). As a woman-owned small business and a Certified Business Enterprise (CBE) with 19 full-time employees, we bring broad experience serving both government and commercial clients. This allows us to offer added resources to serve SIBTMC's mission to attract and entice people and groups to visit Sunny Isles for Meetings, incentives, conferences and exhibitions(MICE) Market, business, and pleasure. As an insured LLC with offices located at 300 New Jersey Ave. NW, Suite 900, Washington, DC 20001 and 401 E Las Olas Blvd., Suite 1400, Fort Lauderdale, FL 33301, IGS has the infrastructure to begin the services stated in the Request for Proposal immediately upon award. Our firm does not have any record of litigation that would prevent the services of work and does not have competing destinations within 20 miles of Sunny Isles Beach. Any additional questions can be addressed at(202) 347-3374 or(305) 340-9808. 0 ,,:o¢i V:7/.4;4.1.74 :•;tragi' 'i 4�" m p , O G AI Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the , ,C J., CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed — in whole or in part—for any Al �ryfi hill .,�-r.' f,Y Isom Global Strategies purpose other than to evaluate this response. _ ��• mit �� r � i� 1�t,1 -,\4:'',,,i'',7. --. /`, r/ . 1 ♦ PrYg. trots1 Qt, _\ Solicitation Number: 17-10-01 �1/r,, ►, , � j .-16i0)101 ' ' ','. ' ' ' 1 ‘‘,4":44, ...+:io i �l ly �'Yi „ I .r.. .. v. /.-- .i, ! 1,4 ...,, ,it''''• j 3 >P„ I _ I e Department of Collsurner and - ' • 114.11r.tA. Regulatory Affairs . :•Dae� Trt id: 6/2017. Business Llcensa Division Cat�Y• 4003 Or COL THE Licensed: 400313902658 -. MURIEL OE COSER. 1100 4th n 002 130WSER MAYOR waahington DC 20024 .License Period: Trirz20 oli•fi 2019 BASIC BUSINESS LICENSE eewq Name and Ades: P1erN,MApetksUod.Name and Ades: -• wed A0m00.Name and Ades ISDN EVENTS.LLC ISOM EVENTS,LLC Isom Events.Lir..Toren lawn 300 Now Jersey Ave Nr 300 NEW JERSEY AVE NW 900300 Nast Jamey An.Nr 900 v 900 Wadngtnn.OC 20001 Washington DC20001 Washington.DC 20091 Owners Name C3 Corp.Name ISOM EVENTS.LLC 1 Trade Name Isom Glob l Strategies t! :of0JHOP#:CO1102553 SSL:0631 0808 Zone: C-3-C Ward 6 ANC:SC PERM NO. f General Business-General Business Licenses -THE LAW REQUIRES THIS LICENSE TO BE POSTED IN A CONSPICUOUS PLACE ON THETH •PRREEMIISESS- O ® 1.90Director: 10100 Effective from the hear of Issued m Sant of LkensaPeriod Date Melinda'Boiling t } i I i I t i 1 3 • 4111 s-L7 Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the � syr II G,IN CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed — in whole or in part—for any 4::1,. 3' Isom Global Strategics purpose other than to evaluate this response. •e LT Y 'C`o'la• - .�- / / .. f � . c>y, ��" �` Solicitation Number: 17-10-01 ) - ' p,�lunis:;,4,..... , 0,i,,,,,T,.'if.*.,.i.,q1‘).., ` \ `.1)I Rrt'`_l y - `1r4 .,..„)01 ,1 fNq /, •i,T.,..4,v....1.„i.i:,.:'',•,i q.( - � J q AC 0® CERTIFICATE OF LIABILITY INSURANCE DATE 023201 7 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER.THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S),AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED,the policy(ies)must have ADDITIONAL INSURED provisions or be endorsed. It SUBROGATION IS WAIVED,subject to the terms and conditions of the policy,certain policies may require an endorsement A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER Liberty Mutual Insurance CONTACT PO Box 188065 5 A,"EN Fairfield,OH 45018a,.EXt1: E-MAN 800-962-7132 I FAX No): 800-845-3666 ADDRESS: BusinessService@LibertyMutual.com INSURER(S)AFFORDING COVERAGE NAIC a INSURER A: Ohio Security Insurance Company 24082 INSURED INSURER e: Ohio Casualty Insurance Company 24074 Isom Global Strategies 300 New Jersey Ave NW 900 INSURER C: Washington DC 20001 INSURER D: INSURER E: INSURER F: COVERAGES CERTIFICATE NUMBER:38470060 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT.TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN,THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS. EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. NIT TYPE OF INSURANCE11NS I YAM I POLICY NUMBER I I D y n I(MI,4DtC.YIYYPY)1 LIMITS A /I COMMERCIAL GENERAL LIABILITY BLS56570441 4/302017 4/30/2018 LEACH OCCURRENCE I f 1,000,000 I I CLAIMS-MADE I/I OCCUR ,DAPREMMAGEmES(ET'ORENTa ED ocalnence) I S 1,000,000 I I MED ESP(Any one person) I S 15,000 PERSONAL S ADV INJURY S 1,000,000 GENT AGGREGATE LIMIT APPLES PER: GENERAL AGGREGATE 52,000,000 III 11 POLICY I I JE-r I I LOC PRODUCTS-COMP/OP AGG f2,000,000 I OTHER: f A AUTOMOBILE LIABILITY BAS56570441 4/30/2017 4/302018 CEO MBINED'SINGLE LIMIT 51,000.000 n1 ANY AUTO BODILY INJURY(Per person) S I—I OWNED SCHEDULED BODILY INJURY(Per a darn) S AUTOS ONLY AUTOS IRED I/I AUTOS ONLY AUTO-SS ONLY (PerPRso DAMAGE S / I I 1 1 f B I/I UMBRELLA LABI /I OCCUR US056570441 4/30/2017 4/302018 EACH OCCURRENCE 54,000,000 I I EXCESS LIAB I7CLAIMS-MADE AGGREGATE 54,000,000 I I DED I /I RETENTIONS 10,000 I 1 S WORKERS COMPENSATION I STATUTE I I W- AND EMPLOYF-R5 LIABILITY y/N 'ANYPROPRIETOR/PARTNERIEXECUTIVE I N/A E.L.EACH ACCIDENT S OFFICER/MEMBER EXCLUDED? (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE S tl yes.desaihe under DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT I S DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES(A CORD 101.Additional Remerke Schedule.may Ea ettaclyd II more space In required) -"Proof of Insurance— CERTIFICATE HOLDER CANCELLATION m Global Strategies SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE Iso Iso New JerseyStAve s 900 THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. Washington DU 20001 • AUTHORIZED REPRESENTATIVE I Ella Shackleford ©1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25(201603) The ACORD name and logo are registered marks of ACORD 38470060 156570441 117-10 nmc.r cern.fIcec. I Ella snncklefurd 110/23/2017 10,10:32 AM(COY) I Page 1 of 1 _,•,.,7_ •.,.,..1:4.40.4. - Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the rr° '- ; U • igi CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed — in whole or in part—for any 4� e,..-G. . ;i • sKn - ISom Global Strategies purpose other than to evaluate this response. P, • r:—t - ,.r r\ .. - •, t0,1t' Vic' �,sfi} $.4 2,` i ` cif.-? t 7. `{l 9' , rr- . � : if iZ _ `, Solicitation Number 17-10-01 t ����-�� �� a� ; � r x >� � s r l �q�"f� , tip\ �' ! !r+ T', i®''-f l'; l "' -, \ ter fit ''''.4e:A, '1 Sl rj�� i r So Section 2: Qualifications v. This technical proposal demonstrates our varied skillset and our ability to bring superior services and technical capabilities, as showcased in the projects cited throughout these pages. IGS brings both traditional and new marketing skills to SIBTMC. We have provided communications services to the US Department of Commerce, US Marine Corps, Comcast Xfinity, Minority Business Development Agency, Industrial Bank, and many other clients. Our recent projects have been executed throughout markets across the United States including the District of Columbia, California, Louisiana, Florida, Texas, Michigan, and Illinois. IGS won the 2015 Public Relations Society of America Award of Excellence for our work with the United States Marine Corps. Under this contract, IGS provided communications support, including execution, for 1) Marine Week, 2) the Marine Corps Executive Forum, 3) Marine Corps Commemorations, 4) Military Appreciation, 5) New Activities, 6) Media Outreach, 7) Communication Integration, 8) Strategic Communications, and 9) the National Museum of the Marine Corps Traveling Exhibit. Our community relations work supporting Marine Week included event and logistics planning and execution for more than 175,000 attendees, website design and development, social media and online outreach, graphic design, and ® video production. Following are descriptions of work we have performed in support of various clients. Industrial Bank This year, IGS was secured as the sole communications agency for Industrial Bank and provides strategic communications, including crisis communication consultation services. An initial baseline assessment provided the team with insights to re-strategize communication efforts with the goal to maximize conversion rates. In conducting research, a business model canvas was used to identify high-profile and relevant partnerships to maximize the bank's reach. IGS' outreach efforts resulted in securing two major partnerships during just the first month of a four-part campaign series. The Industrial Bank team also sought our services thanks to our ability to provide strategic solutions for attracting and retaining a diverse customer base and providing an improved user experience. Collateral pieces for the first community campaign, Money Made Here Stays Here,are shown below. III , ..,:‘,, ,, • _ .. •• ....,,,,„ , 4 . :„ , v.,.„,„ Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the W. ,4,,V' ?, ,„ .,,i i 0. �© 't:CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed — in whole or in part—for any � , S'i-3 Isom Global Strategies purpose other than to evaluate this response. y 7r r 1`. ,�� ��\ti l� Solicitation Number: 17-10-01 +,d,, ti Utt►_ ,v �wx --* � k- 4z-,,,, . , ,. la, 1,k, • .,,, ,7.-N. .cri(r/ ,‘ ,,,-1,tqt P _ „ ,,, ‘ \ N, '17,e\ ) fq,, i , ., ,...--- 1 ,y, ,, I f ,,. i--A\ - . ),.., i -10 _ .7.1 -t A.,,,} s , ) CREATE HERE INVEST HERE y: .. �' 1 .I. J _ !�yr �' . ',' , '' MONEY MADE HERE 1 MONEY MADE HERE .t�t` � STAYS HERE.° STAYS HERE.° ,J. (r.., �� I. U ;. s. [A�C� :C !ou ; Liz guov J(� ° 5' , FOLLOW MAT W'EslnfuwS f Wm.tr......a. 362.,Wva .n+veous......e.num, couow usAT if Ccrt.mtnr.d f�Owr..Ie..,19L 0•3.e...1..0 ...,..Heew„w.,nu«,.. Minority Business Development Agency(MBDA) Under this contract, IGS works collaboratively with many offices within the US Department of Commerce to develop a detailed marketing strategy focusing on the MBDA Business Center Program, the public-facing program of the agency. We conduct research with the business centers to understand the needs of minority business owners (MBOs), who are the primary audience for the national campaign. IGS also held focus groups with MBOs in the Washington, DC, area to test different messages and learn what resonated with them as minority entrepreneurs. We worked closely with the COR to design a new marketing campaign, which debut in September 2016; it included a new look for all collateral material, with the new tagline "Where Businesses Come to Grow” and strong words such as Connect, Grow, Smart, Profitable, and Success. To support the campaign, our team facilitated a three-stop satellite media tour in Texas, Michigan, and California. The tour was used to promote the success stories within the national network of MBDA Business Centers. The team was able to secure Google as an event sponsor. Sample Branding for 2016 Campaign I Mg I • Sgg fin 4, - 1 ,,,I it" - . , - -. ..,.. , *Ifi : 6-11& 14t ISS ' reJ'WWII e '' : t 1 _ _� .' �a -.., z:.7...-=,.--:::-.:;r. rl( 4 � �/' ... .. S .,'1jY,t.. ,...4::: tWri o G,IT Proprietaryand Confidential.This proposal response includes data that shall not be disclosed outside of the ,r, .1, CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,oat disclosed —in whole or in part—for any t'-''q+ Isom Global Strategies purpose other than to evaluate this response. '. sIVA' �s zr - Y�rl' gni..., ,.-bib,*'''' '��c` i + �t, '\ _ Solicitation Number: 17-10-01 ,,,,ii re ,,,,,, ��� % , spa Ni Ips II ` ,, /'�' � `Wit' 1-;:-:4, �' ,;�v - �> y� 41ti iili; It /� �\ la f �. t s" )A 4 'll Il y t, i Ir I � r 4 N. Comcast XFINITY -41.0 . vs, In 2016, IGS provided the Comcast Beltway Region's public relations and marketing team 1 i1 , with a fast and cost-effective solution to engage and recruit leading mom bloggers in the DC metropolitan area with the potential to become Comcast advocates and attend an invitation-only "lunch and learn" event. This event featured an XFINITY learning lab with hands-on demonstrations and a parenting discussion moderated by local news anchor Eun Yang. During the one-month period of performance, IGS leveraged internal networks, our Influencer Marketing expertise, and analytics software to strategically create a value proposition that engaged bloggers without depending on paid participation as a motivator. Such paid participation is a common practice; however, IGS was able to compensate for payment by fostering a win-win environment for influencers. Notable results include: - 95 percent attendance by pre-registered attendees - Total digital reach of 1,061,488 followers - Secured 209 pre- and post-event social media posts using the event hashtags #XfinityMoms and #ComcastConnects within 14 days after the event. o 12 blog posts So17 Facebook posts o 159 Twitter posts o 32 Instagram posts o 1 YouTube post v YI Xfinity. /� y,i ,,, _r{• � Thank You! 3, ter:- t. Pti , Ef �.• .�, 9 For helping make the r �IL/e E� #ComcastConnectsh ,�a _t ;\ Lunch&Learn ;- _ f y,° h a success... - , ..p. Q ,Tank tar attending.car.n onn.a.Landp.Lamm -. -.**� .peed Na any p.t�p.nan world t. Modal a support our...nal day of woe,.Coat Cam aw Day C< Ndinn.um.foeyou to non00.0y a aoan00.na...,,ou.:=1;.....:.:1-; • l''‘,..P1..._ ....:,(:1.:,Mop past or r•Con a ydrn.dc+al media a.nomn .ann:yMa..•comcntcay.cn.and..d. _ '+✓�g, •/,`. Minos to R.m.nm.,for 15.0 0CancafC.rment. sod,SocW Manta post. TQ �; Lau..Your poop post and seual media poet no later Man 0003 - Foam.our brand standard py days u.M9'FINITY(not FOMy). \\() ���, Earn atop aro woad mania post must ncl d.nasaay..JUntyMmns. nsca. mro FC. tCct.add sad. F01Irapan.WHIM.,your tool. prod, Information and same,. dorsi moat . P M ..................b .pa.. m.ur.,per.m01 pt..., n..tate m coml. Etta i6pyy d dtra_OndlayGo W. nnst.rom d you pays any pue.am. , f l �\ al COMCAST , ,:i•r' I �, 0 c =Y°1 co iia. [{ .1 `�4 tt II `G,© Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the ft CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed—in whole or in part—for any y 7= ` Isom Global Strategies purpose other than to evaluate this response. 2,, „ ,,,,,* ., _„_ 9 "_, „,,-„,,,,„,._,„,,,,,,,„, . , ,fir,''' : ':-, ,-,,-..z.a,,,, -, •a�'_�'#' i.„:,, ,„..,`_ Solicitation Number: 17 10 01 �,i'' 'f'`tri' 1.� � x . ' NS7 4,'01 •, \\ \ ' II. • -:,:we',... 7-Irt, W, 17,-,fide,9 ''VW.0.?"`I'C'Illpi. „ ,-=f<t' i it q”:.A, 1-----\‘‘ s,,,'' /it,A 46.....;I ii!J 1 ,, -,..,:. j'A•4 f 1,ii: ' fr ' ,, it' ,r4.,-,d-r- ,IF:1, I Telemedicine&Advanced Technology Research Center(TATRC) ANIGS has provided communications services support to TATRC and to the related Military Health System Research Symposium (MHSRS) and International Congress on Soldiers' Physical Performance (ICSPP) over the course of several years. Our services included extracting, collecting, organizing, curating, and disseminating the information for various products initiated by the Program Manager and COR. We managed the web and social media presence of the Public Affairs Office (PAO), drafted articles for appropriate publications, sought and coordinated speaking engagements, and provided information summaries of presentations for stakeholders, including VIPs and dignitaries, senior leadership, and boards of directors. Direct public relations and national outreach efforts included writing and distributing press releases and developing monthly articles for publications on topics assigned by the Program Lead. In hosting the MHSRS, the IGS team provided MICE Market services from the client perspective. Our team provided site survey reports, onsite logistics, registration, and media relations. For each meeting, IGS developed media conference call topics, executed those calls with members of local and national media in coordination with subject matter experts (SMEs)from the US Military, and then filtered material to both the Fort Detrick Public Affairs ® Office and the Combat Casualty Care Research Program (CCCRP) website. The latter garnered an average of 24,138 page views per month in 2015. Eight other news outlets generated more than 28 original news stories on the MHSRS proceedings as a direct result of IGS' media pitching efforts. Those outlets included the Frederick News Post, the Pittsburgh Business Times, and Cnet.com, which boasts more than 9 million unique visitors per day. � T TRC y 4 M1 r Lore n Ipsgum ti qATRC riEADER ---�+++rrr+++III��� ' HERE. a ; l7' _. ._1 \TTATRC tillt,, 4 - ,' Tagline��"" _ — _ - — s __ : o.queshon _ _ _ 4 :,A -— ..,-..,..zlie),----.:;.-_-;_-__;_.,i...;_-,± . '.:"="7"...:=.7-...===.7.... =---.,-- ,.,_„L..-..........„, ‘,,, . II s . ,..„,. -" - iff, .t-A,,,, a, O?t; l�` � • Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the , ,,,y,„,,, a © CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed - in whole or in part-for any / , ��tta11 Isom Global Strategies purpose other than to evaluate this response. �:r' ,f. s _1\t, �� !fir ' ��;, . ''4,A4,‘ 1 `,'.'``t�,- Solicitation Number: 17-10-01 ���;i�"'a!� /irr ' i. � l,1, A • �;fli , I I ? , ! y i `�j, f. li ,�'' I�kN,.", 1111"--.,--fr/:!,31 :, ,,,,_ i , . „ 91 74 In addition to the work above, we have executed several contracts once held by large contractors, including management and public relations firms Booz Allen Hamilton, GeneralNI Dynamics, Fleishman-Hillard, and Burson Marsteller. Our key differentiators include: • Well-established firm with a nationwide client list, including key government agencies and commercial clients—experience that enables us to offer a broad perspective • Staff with multicultural experience and the ability to speak multiple languages • Stringent Budgetary Controls and Quality Assurance/Performance measures • Public Relations Society of America (PRSA) Thoth Award • National PRSA Award of Excellence in Community Relations • Inc. 5000 #643 on the list of fastest-growing privately owned companies As SIBTMC continues through a shift to attract new people and organizations to Sunny Isles Beach, you will need a communications partner experienced in navigating the opportunities and challenges such a shift can create. IGS brings deep change-management experience informed by our work on behalf of multiple clients, and we understand the importance not only of putting forth strong programs but also of knowing how to secure buy-in for these efforts in a changing environment. ® The IGS team members possess broad communications and planning skills, can-do attitudes, and the utmost professionalism and adherence to client service. We pride ourselves on being responsive, flexible, and available to our clients at all times. Based on our understanding of the services outlined in the request for proposal, please find below a schedule of our proposed services. 0 . -t.4.414t, -ti ; ,„ © © Proprietary and Confidential This proposal response includes data that shall not be disclosed outside of the $. j� CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed — in whole or in part—for any ,' tr r^'4 T' Isom Global Strategies purpose other than to evaluate this response. if. 9, • ` \ • • Solicitation Number: 17 10 01 Vii' � ' a )YS `"f�v r�' O tt { '�� e 11,7 f . r, t -iv� ";!" IIIII7 c� .'J'. T r t, 1 T..yie!.,,,,, Or' IA SCHEDULE OF PROPOSED SERVICES '` TASK SW= DELNEBABIE �031 �� � PHASE DATE MD Admin i (21 (ongoing) Update Dropbox project 3.K folder weekly with final NB Admin Weekly client deliverables Update project action plan 5.4 weekly to reflect project B Admin Weekly progression Contract u Management) f:fp[Gdc-Off Meeting 5.4 Schedule kick-off meeting B Mgmt 3 days post award 5.4 Submit kick-off meeting B M mt 48 hours prior to kick-off agenda g meeting 5.4 Submit draft action plan B Mgmt 48 hours prior to kick-off meeting Roundtrip travel to kick- 5.48 days post award(after B Mgmt new contract set-up form off meeting(in-person) is finalized) Host kick-off meeting(in- 8 days post award(after 5.4 B Mgmt new contract set-up form person) is finalized) ® 5.4 Host internal kick-off meeting(debrief) NB Mgmt 24 hours post kick-off meeting Submit draft kick-off 5.4 meeting notes(internal B Mgmt 48 hours post kick-off review) meeting 5.4 Review draft kick-off B M mt 48 hours post kick-off meeting notes g meeting Finalize and submit kick- 48 hours post kick-off 5.4 off meeting notes B Mgmt meeting 5.4 Submit IGS organization B M mt 48 hours post kick-off chart g meeting 5.4 Submit chain of command B Mgmt 48 hours post kick-off meeting 5.4 Submit decision tree B Mgmt 48 hours post kick-off meeting 5.4 Submit IGS/SIBTMC B M mt 48 hours post kick-off contact sheet g meeting 5.4 Finalize action plan B Mgmt 48 hours post kick-off meeting 5.4 Submit draft invoice B M mt 72 hours post kick-off template(s) g meeting 5.4 Submit draft reporting B M mt 72 hours post kick-off template(s) g meeting Submit draft project 5.4 management/quality B Mgmt 72 hours post kick-off assurance plan meeting Submit draft organizational conflict of 1 week post kick-off 5.4 interest/avoidance/mitiga B Mgmt meeting tion plan Finalize and submit 1 week post kick-off 5.4 invoice template(s) B Mgmt meeting Finalize and submit 1 week post kick-off 5.4 reporting template(s) B Mgmt meeting Finalize and submit 5.4 project management/ B Mgmt 1 week post kick-off quality assurance plan meeting S v l -7_11,'l FFlt; ;i1 Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the i' rf.; ®�..© CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed — in whole or in part—for any 4A0'. �';T"`I !�✓ .� '�=.-orf � —;. j �. Isom Global Strategies purpose other than to evaluate this response. _ 7 1 ✓ Y// - .:4..241,-.4.1...C + 'kl °� till \,'t :N . __ Solicitation Number: 17-10-01 1�1/,,}! it lut'}t, ` `e_ � tt; .� Ia:`\ 4,i,,, ,w-,„,,.�� it r �� i f t,,i iifq �y y ,-. .,. g. �1 • • 0 r 11.11' ', Finalize and submit -i 5.4 organizational conflict of B Mgmt 1 week post kick-off s interest/avoidance/mitiga g meeting tion plan IZIEllEfitaXIECIDgrECaileala3C=E3 3.N Develop program PPT B Mgmt 3-6 months post kick-off meeting 3.N Create PPT design B Mgmt 3-6 months post kick-off meeting 3.N Send draft PPT to internal B M mt 3-6 months post kick-off team g meeting 3.N Request PPT edits from B M mt 3-6 months post kick-off internal team g meeting 3.N Internal team provide PPT B M mt 3-6 months post kick-off edits g meeting 3.N Incorporate PPT edits B M mt 3-6 months post kick-off from internal team g meeting 3.N Send draft PPT to SIBTMC B M mt 3-6 months post kick-off team g meeting 3.N Request PPT edits from B M mt 3-6 months post kick-off SIBTMC team g meeting 3.N Incorporate PPT edits B M mt 3-6 months post kick-off from SIBTMC team g meeting 3.N Receive final PPT approval B Mgmt 3-6 months post kick-off meeting Upload final PPT to 3.N DropBox or management B Mgmt 3-6 months post kick-off site meeting 3-6 months post kick-off 3.N PPT presentation dry run B Mgmt meeting ® 3.N On-site Presentation B Mgmt 3-6 months post kick-off meeting Reporting(ongoing) 5 4 Request weekly report labor NB Admin Weekly Po 5 4 Revieweeertty labor NB Admin Weekly f Po S 4 Submitreport weekly labor B Admin Weekly 5.4 Submit weekly progress B Admin Weekly reports 5.4 Submit monthly activity B Admin Monthly reports 3.M Submit quarterly progress B Admin Quarterly reports IlliMtgliBrongnng) 5 4 Request/review monthly NB Admin Monthly P&L report Prepare/submit 5.4 monthly/one-time B Admin Monthly invoice(s) Meetings(ongoing) 3 B Internal IGS weekly team NB Admin Weekly meetings 3 B Host weekly/bi-weekly I B Admin Bi-Weekly client meetings 3 B Submit weekly/bi-weekly B Admin Bi-Weekly client meeting agenda 3 B Submit weekly/bi-weekly B Admin Bi-Weekly client meeting notes 3 B Host weekly/bi-weekly B Admin Bi-Weekly internal meetings i Research ) I '' 1 II v.:,,,...-4.,-7:-?..-7,,,,,:14).' ',..e,,,,,:i14‘,:).,,,ct,„.-: Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the = 1111 '' CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed— in whole or in part—for any +4 0 1*a Isom Global Strategies purpose other than to evaluate this response. YJ,'4')'r 14 re, ict ; _____:_s.,„.). I n • Solicitation Number: 17-10-01 )i�, , �►a t.,,, .,_ ,, \,. -, •-•;,',-;„ ` , ..., ../..; . .!-, .A ti, tl ;( r 1v�,. i ,.1 , H.... ,.....\.....„., • . ., , �4) � i ,..., . ...: ,:... ..„ ...,- , t .,,,, , t t �I '�l ,, @� � '. .,.t pi , ,.‘ ,.4 .,.‘„,.....,..:.....,.:. ,, ..),„. ., „ ,,d.. ; .„ .5„, ,., %,, ...„. Retrieve and assess all r- legacy SIBTMC marketing materials to include:i.e. Iti 48 hours post kick-off 3.A brochures,one-pagers, B Research fact sheets,annual reports meeting media lists,newsletters for branding assessment Retrieve all SIBTMC social 3.A media logins and most B Research 48 hours post kick-off recent survey and polling meeting reports Schedule internal audit and assessment meeting 3.A with core team;(including B Research 1 week post kick-off press kit and collateral meeting materials) Initiate audit and assessment of all SIBTMC 1 week post kick-off 3.A B Research communication channels meeting and marketing materials Initiate secondary 3.A research to better assess B Research 1 week post kick-off SIBTMC's ethnographies meeting Identify Information 2 week post kick-off 3.A B Research Session participants meeting Draft email to invite attendees to Information 2 week post kick-off 3.A B Research Session and a thank you meeting email Request feedback to emails going to 2 week post kick-off 3.A B Research III Information Session meeting attendees 3 A Distribute email to B Research 2 week post kick-off Information Session meeting Generate Information 3.A Session questions and B Research 2 week post kick-off PowerPoint meeting Design and lay out 3.A Information Session B Research 2 week post kick-off PowerPoint meeting Draft online survey 3.A questions to stakeholders B Research 2 week post kick-off _ and submit to SIBTMC meeting Request 3.A feedback/comments to B Research 2 week post kick-off survey questions meeting 3.A Incorporate survey results B Research 2 week post kick-off edits meeting Import approved survey 3.A results into survey B Research 2 week post kick-off monkey meeting Draft social media post 3.A and an email for the B Research 2 week post kick-off survey link distribution meeting 3.A Distribute survey links via B Research 2 week post kick-off email and on social media meeting 3.A Compile and synthesize B Research 3 week post kick-off survey findings meeting 3.A Host information session B Research 3 week post kick-off meeting 3.A Distribute thank you email B Research 3 week post kick-off to Information Session meeting Execute competitive 3.4 matrix and complete B Research 1 month post kick-off SWOT assessment based meeting on research findings 3.A Receive internal feedback B Research 1 month post kick-off on final SWOT meeting 0 . eit, Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the n,-, , L ,1 Irk. llG O .v © CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed—in whole or in part—for any .../ 5 �. Isom Global Strategies purpose other than to evaluate this response. .T.' tit \• •( ,..-•:,-4,:. :.(.,.4.,',1 - .1 4 , �, t -ihi_ Solicitation Number: 17-10-01 �Y.; f`,ff:/ ap 1, t rtz‘- , -� 1 tt� \ ' ` vC ker..' "� III ''I_ '- \l _°h L 'I' , 't rl •' 1k.Z-1.4.'s,•%,i..,,7--..;e,. 71 I ti\ f 1,4 Design and lay out SWOT u 3.A findings for submission to B Research 1 month post kick-off r SIBTMC meeting , 3.A Submit SWOT findings to B Research 1 month post kick-off SIBTMC team meeting Request 3.A feedback/comments to B Research 1 month post kick-off the SWOT meeting 3.A Incorporate feedback into B Research 1 month post kick-off the SWOT meeting Develop (2 83 Development Secure messaging sessions 3.A date/venue SIBTMC B Develop 2 months post kick-off stakeholders meeting Draft messaging session 3.A invitation and'thank you' B Develop 2 months post kick-off and submit to SIBTMC meeting Request 3.A feedback/comments to B Develo 2 months post kick-off messaging sessions P meeting invitation and'thank you' Incorporate feedback into 3.A messaging sessions B Develop 2 months post kick-off invitation and'thank you' meeting 3.A Distribute messaging B Develo 2 months post kick-off sessions invitation p meeting Create messaging session 3.A prompts/activities/PPT B Develop 2 months post kick-off content meeting fill Develop messaging 3.A session PPT design for B Develop 2 months post kick-off internal review meeting Messaging session PPT 2 months post kick-off 3A internal review B Develop meeting 3A Incorporate messaging B Develo 2 months post kick-off session PPT edits P meeting 3A Facilitate messaging B Develo 3 months post kick-off session p meeting 3.A Provide messaging session B Develo 3 months post kick-off recap notes P meeting 3.A Roundtrip travel to B Develo 3 months post kick-off messaging session P meeting Distribute'thank you' 3.A message to messaging B Develop 3 months post kick-off session attendees meeting Schedule messaging 3.A strategy sessions B Develop 3 months post kick-off (assumes 3-days) meeting 3.A Host internal messaging B Develo 3 months post kick-off strategy sessions P meeting Synthesize outcomes of the messaging strategy session into one final 3.A document with 3 B Develop 3 months post kick-off messaging meeting recommendations for each audience Schedule messaging 3.A presentation with SIBTMC B Develop 3 months post kick-off leadership team meeting 3.A Present 3 messages to B Develo 3 months post kick-off leadership team p meeting 3.A Roundtrip travel to B Develo 3 months post kick-off messaging session p meeting Request 3.A feedback/comments to B Develo 3 months post kick-off el messages presented to P meeting SIBTMC rip4t. Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the 3(f ,� 0. . © CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed —in whole or in part—for any i r8_ s2,i1~1 Isom Global Strategies purpose other than to evaluate this response. . 'l-•.. 2 ',,a 4i ..+ -iwv,f-. iA-4-- -.,1,',,,U. ,..-,.-.3 ,>1-..:,, y. •,V' C t\i r_, Solicitation Number 17-10-01 1. ,, j j i; t`y \ r-j J t , .--'.,*.%t St.'11 kt: '•. /,--le-' Aili-;,1,1111:''I' dil . ', —• .11111, 11 7 Incorporate SIBTMC 3 months post kick-off r$ c 3A B Develop r feedback to messaging meeting N., 3A Request final messaging B Develo 3 months post kick-off approval P meeting GL'1Gth.f 10 J1 Schedule internal 3.A,3.E,3.H meeting to discuss the pr B Develop 3 months post kick-off strategy and tactics meeting Host internal meeting to 3.A,3.E,3.H discuss the strategy and B Develop 3 months post kick-off tactics meeting 3.A,3.E,3.H Provide strategy session B Develop 4 months post kick-off meeting notes meeting Write the strategy, establish SMART goals and 3.A,3.E,3.H objectives based on B Develop 4 months post kick-off research findings and meeting team meeting for PR plan and campaigns 3.A,3.E,3.H Develop monthly themes B Develop 4 months post kick-off meeting Create graphics to 3.A,3.E,3.H highlight the campaign B Develop 4 months post kick-off strategy and tactics meeting Receive internal feedback 3.A,3.E,3.H to campaign overview B Develop 4 months post kick-off graphic meeting Incorporate feedback into 3.A,3.E,3.H campaign overview B Develop 4 months post kick-off ® graphic meeting Draft production plan and 3.A,3.E,3.H action plan for campaign B Develop 4 months post kick-off execution meeting 3.A,3.E,3.H Send production plan to B Develop 4 months post kick-off internal team meeting Send action plan to 4 months post kick-off 3.A,3.E,3.H SIBTMC B Develop meeting 1 . Planning " • f . a c' q • IAZD Research monthly theme 5 4 as it relates to trending B Planning Monthly content for target audiences Research campaign visual 5.4 and send creative brief to B Planning Monthly designer Conversation with 5.4 designer about monthly B Planning Monthly visuals 5 4 Draft promotion plan B Planning Monthly template Draft monthly promotion 5.4 plan SMART goals and B Planning Monthly objectives Draft promotion plan 5.4 executive summary B Planning Monthly • section 5 4 Draft promotion plan Call B Planning Monthly to Action section 5 4 Draft promotion plan B Planning Monthly action plan section 5 4 Draft promotion plan B Planning Monthly takeaways section Draft promotion plan 5.4 social media section and B Planning Monthly elmeasurements 't. ti4 OG Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the •;_',- v,© CITY OF SUNNY ISLES BEACH,and shalt not be duplicated,used,or disclosed —in whole or in art—for an . +' 34 `'fir P P Y -4 .,b` Fj ePvJ Isom Global Strategies purpose other than to evaluate this response. I� „,, ScPS44i-t.'',/.;y1; r'}\�� ��\k ' yqq� �� i4/J y sl` _�{`� y t - i �'�AAl i,V A -," ✓f/%, t h. �t;� � • ��* , ‘,X\Vi �c Solicitation Number: 17-10-01 I.l � ); �,''uLpli P �, >1 .�_ f �p � ,�'- �\ �,, \ , �_ I :,&...,\‘.1r,-,7 1� I y i. \ ne 9 l' I' ' % ANN 1 -41 Submit promotion plant to y+� 5.4 B Planning Monthly SBITMC Ilii7Support 3.0 Generate exhibitor B Planning 2 months prior to IPW strategy 3.0 Send draft exhibitor B Planning 2 months prior to IPW strategy to internal team 3.0 Internal team provide B Planning 2 months prior to IPW edits Incorporate exhibitor 3.0 strategy edits from B Planning 2 months prior to IPW internal team 3.0 Send draft exhibitor B Planning 2 months prior to IPW strategy to SIBTMC team 3 O Request exhibitor strategy B Planning 2 months prior to IPW edits from SIBTMC team Incorporate exhibitor 3.0 strategy edits from B Planning 2 months prior to IPW SIBTMC team 3.0 Receive final exhibitor B Planning 2 months prior to IPW strategy approval 3.0 Provide creative direction B Planning 2 months prior to IPW for graphic designers 3.0 Design exhibitor booth B Planning 2 months prior to IPW 3.0 Order exhibitor booth B Planning 1 months prior to IPW 3.0 Secure and ship virtual B Planning 1 months prior to IPW materials 3.0 Onsite Support B Planning Onsite el Content Development' DC 3.H Create editorial calendar B Develop Monthly for social media 3.H Submit editorial calendar B Develop Monthly to SBITMC Research monthly theme 3.H as it relates to trending B Develop Monthly content for target audiences 3.H Format monthly content B Develop Monthly calendar Create social media posts 3.H for each SBITMC social B Develop Monthly media platform 3.H Send social media posts to B Develop Monthly SBITMC for approval 3.H Request social media post B Develop Monthly _ edits/feedback 3.H Incorporate social media B Develop Monthly post feedback Determine social media 3.H graphic content and send B Develop Monthly recommendations to SBITMC Request social media 3.H graphic content B Develop Monthly edits/feedback 3.11 Incorporate social media B Develop Monthly post feedback Research imagery for 3.H graphics on iStock, B Develop Monthly Shutterstock and Pinterest Provide final and approved content and 3.1-1 B Develop Monthly creative inspiration to 411 graphic designer 2.. . . .. 4;.,;. Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the 3r{: f, ' O gl CITY OF SUNNY ISLES BEACH,and shall not be du licated,used,or disclosed—in whole or in art—for an /� ' 'S� ry Isom Global Strategies purpose other than to evaluate this response. !rte \ 't*i,k- s-/ICJY t:ri\i vt .r,` , ;yam ��.3 � . a� �F r ilei -�`. Solicitation Number: 17-10-01 10,.' 1°1,.,• 6?, \l1 l '�S t�I ¢''~y iti H',I!! I II � I� ry �'<A 1111-1 /1M fi • `tP1`J 4lt.. 3 H Develop social media B Develop Monthly ,,,ttt���• graphirs 3.H Submit draft graphics to B Develop Monthly internal team Internal team provide 3.H social media graphic B Develop Monthly feedback Designer Incorporate 3.H social media graphic B Develop Monthly feedback Send social media 3.H graphics to SBITMC for B Develop Monthly approval 3 H Request social media B Develop Monthly graphic edits/feedback 3.H Incorporate social media B Develop Monthly graphic feedback Send final social media 3.H graphics to SBITMC for B Develop Monthly distribution Upload final social media 3.H graphics and calendars to B Develop Monthly Drop Box or management site ;,F3 Release/Tip -t Research monthly theme 3.P;3.0 as it relates to trending B Develop Monthly content for target audiences III 3.P;3.0 Storyboard news B Develop Monthly release/tip sheet 3.P;3.0 Draft SIBTMC news B Develop Monthly release/tip sheet 3.P;3.0 Provide creative direction B Develop Monthly for graphic designers 3.P;3.0 Design tip sheet template B Develop Monthly Send draft news 3.P;3.0 release/tip sheet to B Develop Monthly internal team Request news release/tip 3.P;3.0 sheet edits from internal B Develop Monthly team Internal team provide 3.P;3.0 news release/tip sheet B Develop Monthly edits Incorporate news 3.P;3.0 release/tip sheet edits B Develop Monthly from internal team Send draft news 3.P;3.0 release/tip sheet to B Develop Monthly SIBTMC team Request news release/tip 3.P;3.0 sheet edits from SIBTMC B Develop Monthly team Incorporate news 3.P;3.0 release/tip sheet edits B Develop Monthly from SIBTMC A team Send second news 3.P;3.0 release/tip sheet draft to B Develop Monthly SIBTMC team Request second news 3.P;3.0 release/tip sheet draft B Develop Monthly from SIBTMC team Incorporate second news 3.P;3.0 release/tip sheet draft B Develop Monthly edits from SIBTMC team t. Y __���III 11tj(j(fE`^ Y O'`/t�y� Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the .-,;� , i t `t © CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed - in whole or in part-for any �� fk`4�z` 'rt;�'7/ I Isom Global Strategies purpose other than to evaluate this response. _4 k, - ifi's. \\ ""o I•ii �/ `yam{\'i ��e r> . zYofil -__ Solicitation Number: 17-10-01 I �� f �- '' '>� \'...," .i,t,.;4'i t =-N L 4'qtli!'f ,1 6 1 ' : O•.'r*:'"\ „, .,,N t/ li.. •!, Ill ../.,oli ',,,• 1, ,, Pr I k • y '''.,! ' ,JA- li ' Wf:,, .' Iii.,%-\\--, •';.,ir, R Receive final news -ic_ release/tip sheet approval 3.P;IC from SIBTMC team for B Develop Monthly distribution Upload final news 3.P;3.0 release/tip sheet to B Develop Monthly DropBox or management site Identify sales lists and 3.T B Develop Monthly media reporters 3 T Organize sales calls,media B Develop Monthly visits and FAM visits Follow up on sales call, 3.T media visits and FAM B Develop Monthly visits(confirmation) Develop and distribute 3.5 FAM visit survey for B Develop Monthly influencers Develop FAM visit strategy 3.5 overview(includes B Develop Monthly targeted groups) 3 S Submit FAM visit strategy B Develop Monthly overview to client IS Request FAM visit strategy B Develop Monthly overview feedback ® 3.S Incorporate FAM visit strategy overview B Develop Monthly feedback Draft three FAM 3.S itineraries and trip B Develop As Needed(Max.Three) logistics 3.R Develop Media visit B Develop Monthly influencer strategy 3.R Submit FAM visit strategy B Develop Monthly overview to client 3.R Request FAM visit strategy B Develop Monthly overview feedback Incorporate FAM visit 3.R strategy overview B Develop Monthly feedback 3.R Onsite support to B Develop Annually accompany media l~if-urtu� RQ3; Utilize baseline research 3.L to develop a draft crisis B Develop 1 Month post kick-off plan meeting IL Send draft crisis plan to B Develo 1 Month post kick-off internal team p meeting 3.L Request crisis plan edits B Develo 1 Month post kick-off from internal team P meeting 3.L Internal team provide B Develo 1 Month post kick-off crisis plan edits P meeting 3.L Incorporate crisis plan B Develop 1 Month post kick-off edits from internal team meeting Send draft crisis plan to 1 Month post kick-off 3.L SIBTMC team B Develop meeting 3.1 Request crisis plan sheet B Develo 1 Month post kick-off edits from SIBTMC team p meeting Incorporate crisis plan 1 Month post kick-off 0 IL edits from SIBTMC A team B Develop meeting a �/l�� Proprietaryand Confidential This proposal response includes data that shall not be disclosed outside of the :`.74,�+.f v;© CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed—in whole or in part—for any ir I ,`i ��,.JrZ rJ�s1 Isom Global Strategies purpose other than to evaluate this response. . ft ,,,, U - 1- -- C � ,A �,,i j 1�!'A.'q ) Solicitation Number: 17-10-01 �,� r .;1111,,;, ?i' - A, N\ ^' • #:11'; ' '' ';•M „ ,. ) 14Lr� ifl tOA i ' _ .� . , 4. 3.L Receive final crisis plan B Develop 1 Month post kick-off N approval meetingUpload final crisis plan to 3.L DropBox or management B Develop 1 Month post kick-off site meeting 3 L Draft crisis PR release and B Develop As needed talking points 3.L Ad hoc crisis consulting B Develop As needed 3.L Media training B Develop As needed Advertisin:,Plan=BM= Proposed Research media outlets B Develop 6 months post kick-off meeting Proposed Compile paid media plan B Develop 6 months post kick-off meeting Internal media plan 6 months post kick-off Proposed B Develop review meeting Proposed Submit paid media plan B Develop 6 months post kick-off meeting Proposed Request paid media plan B Develop 6 months post kick-off feedback from SIBTMC meeting Proposed Incorporate paid media B Develop 6 months post kick-off plan feedback meeting Proposed Contact media outlets B Develop 6 months post kick-off meeting Begin paid media contract 6 months post kick-off Proposed B Develop negotiations meeting Review paid media Proposed contracts with internal B Develop 6 months post kick-off team meeting Review paid media Proposed contracts with SIBTMC B Develop 6 months post kick-off Steam meeting Upload final contacts to Proposed DropBox or management B Develop 6 months post kick-off site meeting Proposed Track paid media plan B Develop Monthly spending CUE:land Print Advertisements Research information Proposed about monthly themes (including visuals for the B Develop Monthly creative team) Create ad content based Proposed on the takeaways of the B Develop Monthly theme Send ad content to the Proposed creative designer to create B Develop Monthly five graphics Internal team provides Proposed feedback to the digital ads B Develop Monthly Proposed Incorporate ad edits B Develop Monthly Send ads to the SIBTMC Proposed B Develop Monthly for feedback/approval Proposed Incorporate ad feedback B Develop Monthly Schedule digital ads for each communication Proposed B Develop Monthly platform or send ads to platform POC Upload final ads to Proposed DropBox or management B Develop Monthly site Publicity and Advertising•Report Contact ad POC to retrieve Proposed;3.L B Develop Monthly monthly analytics Access online platforms to Proposed;3.L B Develop Monthly ® retrieve digital analytics at.. .,,fir, r !i, t, 11 (1 � Proprietaryand Confidential.This proposal response includes data that shall not be disclosed outside of the y •' r f ' G II CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed — in whole or in part—for any �,,, rt. a`3 Isom Global Strategies ` J g purpose other than to evaluate this response. C . >� •\ ,'4 `1 Solicitation Number: 17-10-01 I� "°# �1111 f �`\sly A------'-''''''.._--:'"= '"� , ,� t7 6666666 - 11 N Z� r, ;-V •�y �. �1 N., ,,, „,,,,.,.,,,$4).,..= ,‘,, ,,,,T„,!.., ,.,, „...0 i , .. . 1,,i ., i,- ' (,,i ,4_,::,_ ,Af' , ..,.:„k„„,...„,...„.„..„,...,..,„. , . ,.... , , ., - ,.. qi ., it . ,, , . ,c. , , , . 1-, ,,. , .!,..), si 4, Send compiled data toP Proposed;3.L B Develop Monthly graphic designeris Proposed;3.L Design ad report template B Develop Monthly Proposed;3.L Lay out ad content B Develop Monthly Proposed;3.L Provide ad report B Develop Monthly feedback Proposed;3.L Incorporate ad report B Develop Monthly feedback Proposed;3.L Send ad report to SIBTMC B Develop Monthly Upload final ads report to Proposed;3.L DropBox or management B Develop Monthly site 23",.l£1 Galtxr igzi fSl 3.P Use baseline research to B Develo 2 months after kick off identify new opportunities P meeting Create outreach strategy 3.P for member organization B Develop 3 months after kick off and stakeholders meeting Follow up and 3.P engagement with member B Develo 4 months after kick off organization and P meeting stakeholders 3.6,3.D Meet with local reports to B Develop 1 day post award build rapport Create media lists for all 3J B Develop Monthly target markets Project Closeout ;1 _. i ® Prepare and submit after 5.4 action report for internal B Closeout 1 week post submission of review final project deliverable 5.4 Deliver all final document B Closeout 1 week post submission of to the client final project deliverable Review draft after action 5.4 B Closeout 48-hours post submission report(AAR) 5.4 Finalize and submit final B Closeout 72-hours post receipt of after action report feedback Submit copies of final 5.4 project deliverables via B Closeout With AAR Dropbox link 5.4 Submit final invoice B Closeout I With AAR IP s: . ,,,, .4.- .. kt„ --..-",...-',-:;,---,,,, 7 1.w Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the ,jt,.: . �F MIG © CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed — in whole or in part—for any t.49 ;4 Isom Global Strategies purpose other than to evaluate this response. !i f yr k / . ri z ° 4 � • � ir1 _ Solicitation Number: 17-10-01 ' ° '--;511.1, : , •q4-'- 4,,_„,7 ,,, ,� ��� , a �/, { f _ ,7.#. Not,i4f,- , ,,, 'OM 1 fl, ', ' •-,-„, .,,, re-r 1 k filitpipi.i'. 1 ,4 '1;tr:4\-"N ',4 )1, 11,I 1 1\ I g 4,1‘:li t,\;, \ . 4 ,, ...,--r, 1 I. ,, ,i "f; ' i, L , j t Past Performances °S Marketing Consulting Services for the Minority Business Development Agency Contract Number: GS-07F-0777X Contract Type: Firm Fixed Price Client's Name/Address: Minority Business Development Agency (MBDA) 1401 Constitution Ave. NW, Room 5084, Washington, DC 20230 Contract Value: $227,030.60 Dates of Service: September 2015-Present Project Manager: Alexandria Crenshaw DUNS Number: 028461106 Contract Office: National INST of STDS and Technology Contracting Officer Representative: Patricia Tomczyszyn, ptomczyszyn@mbda.gov Contracting Officer: Stephanie Kelly, Stephanie.kelly@nist.gov Synopsis of Work Performed: The Minority Business Development Agency (MBDA) is the only federal agency solely dedicated to the growth and expansion of minority business enterprises (MBEs). MBDA serves MBEs through its Washington, DC, headquarters and a nationwide network of ® government-funded business centers. MBDA targets MBEs with a minimum of $1 million in annual revenue. MBDA engaged IGS to develop and implement a marketing strategy, messaging, and collateral material to educate and inform potential clients, stakeholders, and strategic partners about programs and services offered by the agency. Under the contract, IGS has created a more informed minority business community by researching, writing, and developing communication materials and core messaging to meet MBDA goals. National Marketing Campaign: IGS worked collaboratively with all departments of the agency to develop a fully detailed marketing strategy. For this particular strategy, IGS focused on the MBDA business centers, as the Business Center Program is the public-facing program of the agency. IGS conducted research with the business centers to understand the needs of minority business owners (MBOs), who are the primary audience for the national campaign. IGS also held focus groups with MBOs in the Washington, DC, area to test different messages to learn what resonated with them as minority entrepreneurs. The IGS team then worked closely with the COR to design a new marketing campaign which debuted in September 2016. It included a new look for all collateral material, using the new tagline "Where Businesses Come to Grow"and strong words such as Connect, Grow, Smart, Profitable,and Success. Monthly Strategy: 1. During this ongoing campaign, IGS generates content, such as fact sheets and 40 newsletters, based on each month's focus topic. The IGS team researches the topic i1•1'2411. Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the ,,,. -� ` 4 Ilia. CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed—in whole or in part—for any 0'``k I: ,ti Isom Global Strategies purpose other than to evaluate this response. , ---:-J,. i!, i.'1L,,e-,'"�, '-lam�/6 \�� �a' tib > '"'3' ''Y •,- 1�. �,i Y, '4\ .a 4.' y fj �' . F i Solicitation Number: 17-10-01 � 1 � l 4tv giaL �� \ .k Ii ,,; reef.,, , -A v it t-'‘\„:ele is rt I r! ��.:-V 14 . -A, i, , ,i „s, , , fo- ..; . ,,,, , ft 4. "Yv and decides on the best way to approach the material for the target audience of _ MBOs. Each month, MBDA provides IGS with experts so the marketing team can ask questions to gain knowledge about each topic, in order to write content that will impact MBOs. 2. IGS also creates webinars as part of the campaign. IGS develops a series of themes and presents them to MBDA. When a theme is chosen and approved, MBDA decides who will host the webinar and who will serve as the subject matter expert. IGS then begins writing the content to be presented. The IGS team was in charge of selecting webinar software that included functionality for live polling, questions, and videos. IGS also creates emails to send to MBOs, encouraging them to register for and attend the free webinar. 3. IGS writes op-ed pieces in the voice of an MBDA official. The subjects are based on what is currently impacting MBOs. The IGS team creates a list of publications that speak directly to the audience to which the subjects are tailored. IGS then pitches each story to various publications in order to get it into public view. 4. IGS provides Social Media Development to MBDA as well. The marketing team 0 works with the Social Media Consultant to create custom hashtags and to post content relating to the national campaign on Facebook, Twitter, and Linkedln. Special Events: MBDA engaged IGS to provide marketing collateral for the agency's involvement at the 2016 Essence Festival in New Orleans. This was considered a soft launch of MBDA's new marketing campaign. IGS designed the panels for MBDA's booth on the convention floor. IGS also created brochures to be passed out at the booth and postcard invitations encouraging attendees to go to MBDA's workshops at Money + Power Expo's Entrepreneurship Village. IGS helped craft the press advisory for onsite media, as well as emails announcing MBDA's participation in the festival and encouraging MBOs to register. IGS also created and provided pull-up banners and a PowerPoint presentation including the expo's schedule that played on the big screen on the main stage. In 2016, IGS provided marketing support for MBDA at Hannover Messe International Trade Show in Hannover, Germany. Efforts included positioning MBDA as the number one US agency to develop partnerships promoting market access in the US; promoting MBDA's active role in the international business arena; and increasing overall awareness of the agency. Work Samples: 40 ...„..,,, u,:'! rr,:ka , Proprietary and Confidential This proposal response includes data that shall not be disclosed outside of the ,a�,fit; ). II © `� . CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed in whole or in part for any j�, #i" f'1 Isom Global Strategies purpose other than to evaluate this response. ."'i/,f. ti !IIs '-f" 0„ /".44„,..- ;.,:u••• \ ',1,....‘,-. 7.-v Solicitation Number: 17-10-01 ! ? /y,p/f �- ' '' '' ''TIS ,,� \e" // +. � (�'� Lys :i `,, — ' --9 I. '1 'ms's 0 A, ' ,,,.,,, Ai Interestea in taking your business to ' N. ne next level,Sign up today for A . . ono-on-arse consultaton sessions at Me MBDA Booth in Nall B of the �v w Con.ennonCenter 'k - TheUtterryBonnets try Now is the time to ,.. .,oat"°"°aer.adMsop invest in you! des�rod Iola grahond attest a, niMZI on to Mtarn Bosom Development Emdtp a nares.pa..r- s u.u:esu r a ratty bel promos.the-a Lam o.cecassr 4 1A ••' 'w .a(c..n-..r. 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P^n`-f`-:'r7+q 0 Digital Strategy and Online Services for Industrial Bank Contract Number: IBank_SMC_2017 Contract Type: Firm Fixed Price/Time and Materials Client's Name/Address: Industrial Bank 4812 Georgia Ave. NW,Washington, DC 20011 Contract Value:$100,000.00 Dates of Service:April 2017-Present Project Manager:Morgan Crooks DUNS Number:028461106 Contracting Office: Industrial Bank Contracting Officer Representative:Melanee Woodard,MWoodard@industrial-bank.com Contracting Officer: Elduise J.Johnson, Esq.,(202)722-2000 ext.3140 Synopsis of Work Performed: Industrial Bank is the only African American-owned bank in the District of Columbia and the only African American family-owned bank in the neighboring metropolitan area. As a Certified Development Financial Institution (CDFI) Fund financial institution, Industrial Bank is committed to reinvesting 60% of its assets into the local economy. The bank sought strategic guidance from Isom Global Strategies to better define and engage target audiences within the community with the goal of increasing online followers and converting them into Industrial Bank consumers. G0 --.-,., -, Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the { ,7!1 ' ,;. O el CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed — in whole or in part—for any Ali .P1.1 Isom Global Strategies purpose other than to evaluate this response. i!'.; . . � 0 5G� \ N ���xf�`C +a '�t 't '-7`_ Solicitation Number: 17-10-01 •' ,l r,, ;I' Ott,',, ``Y�� � , i"...klibi(•'' k„,4 „..,,(41,/, it i -,,,,,,, ,,,..- 4 $ ifo:`,7, 7 '',7-\,_. \w't / li,, i ' , , , , ',Jr, i ,,::: ' , , ":1 .;'fh, I 1 11 11151 ...„.„ sip 11, ' ' i' )1 ), ,, rpt I Ili Baseline Assessment: To begin the research phase of this project, the IGS team scheduled meetings with two members of Industrial Bank's leadership team and a former Industrial Bank small-business banking customer. IGS used the ZAG 17-step approach during these interviews to identify key differentiators to strengthen the bank's brand and customer journey. IGS went on to distribute an online assessment questionnaire to small-business owners to get a better understanding of their relationships with their current business banking institutions. Findings from the qualitative and quantitative research contributed to a Strengths, Weaknesses, Opportunities, and Threats (SWOT) Assessment (against the market); segment matrices (competitive analysis); and design brief. IGS' research findings realigned Industrial Bank's target audience compared to what they previously thought it would be in order to increase and support the bank's strategic goals. Digital Strategy: IGS created a series of campaigns to resonate with each of Industrial Bank's target audiences. Content is created based on the financial needs of each target audience and a corresponding campaign call to action. The campaigns roll out every three months, and content is strategically posted during peak engagement times throughout the day. Daily Responsibilities: 0 1. Schedule social media posts for Twitter, Facebook and Instagram pages 2. Engage with online audiences on each of Industrial Bank's platforms, and monitor responses and general online conversation revolving around Industrial Bank, community banks, and other industry-specific topics 3. Provide ad hoc social media posts at the request of the Industrial Bank point of contact 4. Create newsletter, blogs, media releases to align with campaign elements Monthly Responsibilities: 1. Modify the social media content strategy and editorial calendar based on current events and trending topics 2. Develop two 2-week calendars for Twitter, Facebook, and Instagram to ensure that content is timely 3. Develop creative collateral materials to support the online content 4. Attend two onsite Industrial Bank events or community events to provide live social media postings; videographer captures footage to be edited for Industrial Bank social media platforms 5. Generate analytics reports for Twitter, Facebook, and Instagram platforms that include month-over-month changes, demographic highlights, and top- performing posts 6. Maintain an internal media-tracking archive with inquires, questions, and important comments from online social media followers; official Industrial 0 ,.. -4,/,,,_,�s.'7 G in Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the -" % 111 CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed —in whole or in part—for any2340, t Isom Global Strategies purpose other than to evaluate this response. `!- r '$.‘',), i<, '44`kt ).' 'fill` t 1.\mlii- -- i` /1 4 P 4 j' Solicitation Number: 17-10-01 ON a , L„ .:. et��1 d 16, // L� l ' f r,fll� !`�I ,+•moi-N„._ •�y .i 'I Iy •r �`•Y!� ^" y ® 1dl AA777 t .. i ,t II\ ,] 1. Bank responses are included in the document to streamline and expedite response to future inquiries. itil 7. Provide ad hoc print and digital advertisements, and offer marketing consultation Quarterly responsibilities: 1. Work collaboratively with Industrial Bank experts to host a quarterly Twitter Chat to complement each campaign 2. Curate a live promotional video message from Industrial Bank leadership on Facebook Live 3. Generate a social media banner to support each digital campaign Work Samples: I i .. � _ MONEY MADE HERE MONEY MADE HERE 11 STAYS HERE.e ,I STAYS HERE.® _I II,omi ' , s-�'' ' S , 41111 .. lr: i . .. _; _ , ,... 4 � , 1. __ I DID YOU KNOW DID YOU KNOW THAT YOUR DEPOSITS HELPED CREATE THAT YOUR DEPOSITS HELPED CREATEHI 59 HOME LOANS IN THIS NEIGHBORHOOD 59 HOME LOANS IN TS NEIGHBORHOOD SINCE JANUARY 2017? SINCE JANUARY 2017? THE COMMUNITY AND WE THANK YOU. THE COMMUNITY AND WE THANK YOU. /14I,7 MONEY MADE HERE IKVaatal�4 STAYS HERE.. 1 LL._��l..��ii.l I FOLLOW US ON SOCIAL MEDIA `1E , j I f, ,1 Share your story of how your money ar i. ri .i * is helping your local community. } !!I iv-Ni. 'T I1 I'�/ trt Y[.MunruBm41934 't.; _ '/I'4/ri tl6 Sh f- f u .rw 1P Inisnldnclusinal 41/ ._r'40 JWDIIDKSTB/,,,. - 4Lh `-",:•I IXC A, r`' `', Gila Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the y�,- t;,,i_ ' , s fl �1© CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed— in whole or in part—for any f"^L':T I` 1 Isom Global Strategies purpose other than to evaluate this response. ,'1?4C 2 � ��I� ��� ,)_- i., /�,�� Ott �k-s �� �v� � e� G/��5.-Vii.\'`� `�i� •��yLo- �ti e ✓irral���'r carY l ( , �`,� Solicitation Number: 17-10-01 ��1' lj �� ry r tt 49. \A : Niki --- - ,fiv ,,, lir -,Noy -- ,,,?J;%-r,'' -1 N\^ t4, i i ��, .,, li � � 4 q/ i1 4\ �0 i Y a� ® r t 44 11� F ' (a, V f ` 'r tl 4 y� s f y . 1T' \ I MONEY MADE HERE i wMtl ,4flat STAYS HERE.® , 4 ,..,%1/0.7:7 1 I m r - pi ----AZ. , INDUST' Q� I s ,) oUolil,T Strategic Communications for Court Services and Offender Supervision Agency(CSOSA) Contract Number: GS-07F-0777X Contract Type: Labor Hour(LH) Task Order(TO) ill Client's Name/Address: Court Offender Supervision Services and Agency 633 Indiana Ave. NW, Washington, DC 20004 Contract Value: $351,774.72 Dates of Service: September 2016-September 2017 Project Manager:Towan Isom DUNS Number: 028461106 Contract Office: Court Offender Supervision Services and Agency Contracting Officer Representative: Lisa Rawlings, lisa.rawlings@csosa.gov Contracting Officer: Catherine Collins, Catherine.collins@csosa,gov Synopsis of Work Performed: CSOSA is a federal, executive-branch agency with the mission to enhance public safety, prevent crime, and reduce recidivism among those supervised and to support the fair administration of justice in close collaboration with the community. CSOSA engaged IGS to provide strategic communication support. Baseline Assessment: Immediately following the kick-off meeting, IGS started the research process. The team executed an internal and external assessment using focus groups, questionnaires, and interviews. Strategic Communications Plan Development: IGS compiled and analyzed the results from our internal and external research to develop five customized strategic ® communications plans with measurable outcomes: a crisis and emergency plan, a a*), --t_-.75044 601 Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the y-,..,-;, y4 O El CITY OF SUNNY ISLES BEACH,and shall not be duplicated, used,or disclosed — in whole or in part—for any ' 5 iLii Isom Global Strategies purpose other than to evaluate this response. _ IT',' r.. Z�`k _ ✓T:per 4111: i;14: � ''1 - te \� Solicitation Number 17-10-01 , �'i/g1 ; ` ri, ;''�r �1 ,1 . 'I�_ { !k• ms � J� / ,, ,, ,,(44 i. ' ' ' ' . p ., ,,, it \ n i _ y - i 1 ,, k 4 . . i' i .4,. '7� social media plan, a media engagement plan, a stakeholders plan, and an internal .. communications plan. i Content Creation and Branding: Once the strategic plan was laid out and accepted by the COR, IGS focused on creating the new branding and content for the agency, including Communications Stylebook for Internal and External Communications. Once the new branding was approved, IGS created agency letterhead, business cards, fact sheet templates, flyer templates, PowerPoint templates, brochure templates, and an annual report. As IGS created content for desired deliverables, the content was copyedited for accuracy. As we moved forward in this contract, the IGS creative team developed one-sheets, posters, infographics, and ads. The IGS creative and technical team was also responsible for creating a new website for CSOSA to engage community partners and the public. We also spearheaded the design and functionality overhaul of the agency's SharePoint intranet site. Work Samples: ILLMILICIMEIMPLIA CRISIS MAMA( MENT& Crisis and Emergency Response Levels a CaCnsis and Emergency Response SWIM O®CSOSA EMERGENCYRESPON PLAN . ,_ m „.®. e.m..e s e ---,...--------- ----*------ ---.-----.-- a: -I:Urgent Acoen Regwedlie.:M r.GI.wstert TIER-I EMERGENCY .* _', :rte5:14`z''II , da..a..r.�. ,� <.w.�.s..-- TIER]EMERGENCY,e..r-v...+r e.�....0 Si u a...,:iii.7.......-,e....,* EMI cat .=I� e ... .....oma. TIER)EMERGENCY a..m.—..a..w.:.o.r.... , i _ .... �.,....... 9 1sl .n 14 Event Planning Services for Military Health System Research Symposium Contracting Number:W81XWH-13-D-0005 Contract Type: Firm Fixed Price Client's Name/Address: Defense Health Agency 7700 Arlington Boulevard, Falls Church, VA 22042 Contract Value: $1,619,244.04 Contract Period of Performance:July 2014-November 2016 Project Manager: Kendra McGee DUNS Number: 028461106 Contract Office: USAMRMC Contracting Officer Representative: Robert Sarvaideo, 0 (301)619-7591, robert.j.sarvaideo.civ@mail.mil ' ; ,il 0, it evil- .1 Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the -.1: t= r' ' •b fl� CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed —in whole or in part—for any �� , Isom Global Strategies purpose other than to evaluate this response. .2....7(- _ �+r C :•'''''S�� a —iV.- Solicitation Number: 17-10-01 , ll�'i' - , s i-k`7t flit ,�i - . i ` /! -,; ,,-,- • '4 i t ,.. ,,,,r ' 014•A't‘i',9' , '- \41s,./ / '4) ,/ I it i I' .i `�fir , ,, ' ' f ' ,, 11 \,:ce:, 1' 7 ,itil _ � \ 4 1. Synopsis of Work Performed: irfil The United States Army Medical Research and Materiel Command engaged IGS to plan and execute the Department of Defense's premier scientific meeting, the Military Health System Research Symposium (MHSRS), in 2014, 2015, and 2016. IGS created the branding, developed and managed the registration and collection of registration fees for 2,600 attendees, and supported the overall execution of the symposium. Four IGS employees worked on this project with minimal turnover. Here is a breakdown of the top services provided: 1. Site Arrangements:After being awarded the contract, IGS started searching for potential meeting sites. The IGS team conducted site surveys, negotiated rates, and conducted a price analysis for the Government's selection. IGS also identified secondary hotel sites to serve as "overflow" if needed. Five business days after the site surveys were completed, IGS provided the Contracting Officer's Representative (COR)with an executive summary containing the total estimated costs, functionality, location, and access to local transportation for each recommended venue. 2. Program Development and Staging: IGS provided expert facilitation and 0 administrative support of a multi-disciplinary military and civilian panel in the development of the meeting program. IGS was tasked with setting up processes to track breakout session and action items. The IGS team designed and produced three program guides for each symposium: a 75-page booklet, a one-page "At a Glance" guide, and individualized schedules. We also designed a seating chart for distinguished attendees that was consistent with military and government protocols. IGS planned and coordinated the logistics support for about 50 meetings held in addition to the 126 breakout sessions. IGS ensured that there were refreshments between the general and breakout sessions, including paying special attention to food restrictions. 3. Meeting Support: IGS took charge of all registration duties. During check-in, we distributed meeting programs, materials, and name badges to pre-registered attendees and exhibitors. IGS provided onsite registration for invited guests who had not pre-registered and expedited registration and check-in services for speakers, flag officers, and other distinguished guests. IGS gave daily updates of attendees, vendors, and no-shows. IGS provided audiovisual support for general sessions, simultaneous breakout sessions, and independent smaller meetings that took place over the course of the symposium. The IGS team made sure each meeting area was prepared with the required equipment and internet access. We also planned for 150 exhibitors and qualified them all for government approval to ensure the relevance of their products or services to the meeting. IGS performed a 411) market analysis and recommended an appropriate exhibition hall fee schedule. IGS o rxl . O ( © Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the - , .;.;,,t;'%.7- CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed— in whole or in part—for any f Isom Global Strategies purpose other than to evaluate this response. .s''!Gi „, .4A,; , ,,,___. - __,_ ,:, ., .7,,y,s- -,E_: ..,-;.\ii.....-* •- , -\_,,,, "�t�” Solicitation Number: 17-10-01 �'�ilkill �� t �� %a�I .. „ x, l , �1 ``' ,It' , 9 ,f.fes . ,1 ,\\ .. `�, .,tr - .-4- r.,„„, i0 .,-, ti f r tr e e 4 ,,m.,„ , ,,,,s ,0 , ‘.. ,, / I �l t ,'t� ! �_ ,, managed exhibitor pre-registration, check-in, and badging, and arranged for security in the meeting and exhibit areas. IGS event staff arrived two days before N. the conference and were available throughout the event, managing setup and breakdown, staffing registration, and helping attendees, exhibitors, military, and government staff as needed. We also organized meals and snack breaks, monitored meetings, served as human arrows,and staffed the conference offices. 4. Media: For each symposium, IGS developed media conference call topics, executed those calls with members of local and national media in coordination with subject matter experts (SMEs) from the US Military, and then filtered material to both the Fort Detrick Public Affairs Office and the Combat Casualty Care Research Program (CCCRP) website. The latter garnered an average of 24,138 page views per month in 2015. Eight other news outlets generated more than 28 original news stories on the MHSRS proceedings as a direct result of IGS' media pitching efforts. Those outlets included the Frederick News Post, the Pittsburgh Business Times, and Cnet.com,which boasts more than 9 million unique visitors per day. 5. Post-Conference Tasks: Within 60 days after each symposium, IGS delivered a detailed After Action Report to the Government in digital format. It included a final III version of the staging guide, final attendee and exhibitor contact and no-show information, electronic copies of all prepared correspondence, web daily download and concurrent peak traffic counts, hotel room fill rates for each day, and a cost summary. IGS attended a post-conference meeting to review the report and discuss lessons learned and recommendations for improvement. Work Samples: 0133E1 Site Survey Overview l'A. #it , .,._,.,-N.4.•• •=_Lr..e:,,e4•4•..., ,,,,..‘74441=,..r.r....,.,......44•••4ca,.. � ,G.Rxcno ,nendaoon <y.. O 2015 Military Health System a N. .— Research Symposium . Site Stine.Report .,—.a......•.e.—,.....,.n.e six<<mxr:oi. ..a,,,n,,.,Or:moi 0®® ® .„.,„h.. . 1.,.....p.0. ""1.47:-::{*,44.0,7, c,.. O`G el Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the "71:'-.1.,A1/4 CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed— in whole or in part—for any (Pf� �I —owl Isom Global Strategies purpose other than to evaluate this response. _ .v •i 7 a , \i�•„ _ Solicitation Number: 17 10 01i t�; ` p w z”" O ji ' ` \` ,�\ e\{,�i t�frit;,, .l/,y a �, ';4 1. --.1, /--le rh-. 4,••- ,' -=-4....,--' . , :.- ,_ 110.1 ' ,..';,—: '. ''.1 \\.t.r,ft 4 v. ‘. '•,-(1, ('' 1.\-.1 1.,.... i , ,, 1. t , . flip : BIM MEI ,e4rel. Ft.Lauderdale Harbor Beach Marriott Ft.Lauderdale Harbor Beach Marriott Photos Meeting Space Diagram .2,----?:-;'2:4$- �„ _� `, fir=�' ' mei iiiiiig _ ----14=z---.--..... 1-:.� .F 9 �_%-, .c.c,—,...o 11210 MEI Ft.Lauderdale Harbor Beach Marriott Ft.Lauderdale Harbor Beach Marriott Meeting.Space Diagram(cont'd) Meeting Space Diagram(coned) 0 °"°.'°m v —I—I— • .E_ in r Z %a ill — - - -L�Il e. ? j I +,. � ill _"-72, `__. .dc . . f I �• — — — I 1 J1�...� *a,—, IU = _� rr15a1�D sb,l . ,1 w1 .n. `ti.n,r 410 . .'; ® © Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the 2 e, CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed — in whole or in part—for any ,9"`$ ,�_Y, +, Isom Global Strategies purpose other than to evaluate this response. _.- ft,,; MO - X17{'� {��r fita $ A-=" --I•t'-.. ,, MN ', lam`_ Solicitation Number: 17-10-01 -,7,- , ,°# t��'It , �•` r_ ,\ , \ .w,--,„ 7,,,,,,.,,, '1, ,—,,---4„4,,,ei, , ,, /4,,,, ft-,'" ., ,''' ^-,-t.:. ' 'i ' ' i r1)..k r fit,„_,.;• wq ,,,,r,,!! 11 , A'iN., 4.0 . :—'' ' ' Section 3: Staffing t,ite. Resumes14 TOWAN ISOM Project Director Dynamic leader providing over 18 years of ground-breaking executive leadership in project implementation and management with primary expertise in marketing and communications, creative services, and conference and event logistics. SUMMARY OF QUALIFICATIONS • Pioneer in the development of marketing plans, communication messaging, and strategy development for over 20 national, federal, and commercial firms. • Proven results in targeted and culturally sensitive campaigns designed to create attitudinal and behavioral change for minorities and millennials. • Regularly invited speaker and nationally recognized empowerment professional on entrepreneurship, organizational development, and leadership for millennials. PROFESSIONAL EXPERIENCE Isom Global Strategies, LLC, Washington, DC 03/2000-Present CEO/President/Founder • Responsible for leading 8 senior and mid-level managers in professional growth by developing client job descriptions, development plans, performance 111 benchmarks, and milestones, and by conducting personnel evaluations. • Spearheads IGS Annual Meeting, including program design, speaker selection, location, goals, awards, working groups, and team-building activities. • Leads monthly meetings with 8 IGS senior and mid-level managers, providing IGS team leads with direction on industry and political implications for individual projects and contracts. • Works with HR manager to recruit "best and brightest" in IGS' core areas. • Sets strategic vision and revenue goals; establishes implementation plan at manager level to execute among junior staff; presents annual objectives at Annual Meeting. • Works with COO to outline monthly fiscal goals, including lowering expenses, moving employees from overhead to direct-bill projects, decreasing overhead expenditures. • Establishes company profile/brand through interviews, public appearances, speaking engagements. • Has increased overall business revenue by 10% per year by establishing strategic partnerships, expanding business opportunities, and adding new contracting vehicles (e.g., BPA, IDIQ, GSA Schedule 541, MOBIS). • Expanded business into scientific research, military public relations, creative services, and video production through outreach efforts, networking, and innate knowledge, resulting in $2 million sales increase, 2012-2013. • Identifies new large- and small-business partners (e.g., Service-Disabled Veterans, HUBZones, 8A firms)to reach business revenue goals. 410 _,. Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the 7 ;ott 0 11-G;g1 CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed— in whole or in part—for any ,`4 30., tr,?+. ,. Isom Global Strategies purpose other than to evaluate this response. k, '4".4s'''' �\ Solicitation Number: 17-10-01 .l 5,/�° 1t�,�%" � , ��Uv� �., ` � ;i \\'Ai ,Ili , , g,/f A:4-4 ,--•,€-./..�� I Pi 4 i i i r-" ,i r , • Conducts capture management for new opportunities: gathers business Iti intelligence, partners with incumbents, develops IGS branding materials, serves lis as program lead for IGS Annual Mixer. • Supervises first-year contracts; conducts monthly and quarterly check-ins with clients and is available 24/7 to respond to client concerns. • Leads weekly "Deep Dive" meetings with IGS contract team leads, discussing "Thorns 8 Roses," new opportunities, personnel changes, upcoming events. • Gives final approval on all client marketing, PR, and advertising campaigns, ensuring IGS quality and "gold standard" before forwarding deliverable to client. • Provides comments/feedback to all marketing and communications employees on how to improve work product; makes employee and project recommendations. • Ultimate lead for 25-employee staff and 10 part-time permanent consultants; establishes organizational opportunities to increase employee professional development through workshops, employee incentives/commissions, referral fees. Public Broadcasting Service (PBS),Arlington, VA 01/1999-02/2000 Associate Marketing Director • Developed media materials (e.g., talking points, press releases, presentations, electronic press kits [EPKs]) for kids' programming and underwriting. • • Conducted research on competitors; developed sales and marketing strategies for PBS account managers. • Identified and managed press campaigns from concept to completion. • Managed creative design process of marketing materials from concept to fulfillment. Black Entertainment Television (BET) Holdings, Inc.,Washington, DC 12/1996-01/1999 Senior Marketing Manager • In development/execution of creative advertising, ensured consideration of unique characteristics, experiences, norms, values, behaviors, and beliefs of targeted, predominantly African American audience, as well as of relevant historical, environmental,and social forces,. • Analyzed Nielsen ratings and developed marketing campaigns to increase ratings of low-rated programs. • Analyzed quarterly performance of in-field event-marketing programs. • Developed in-store promotion campaigns for BET national retail partners. • Developed cross-promotion ops for potential partners to increase BET awareness. • Developed tactical marketing plan for external promotion agencies. • Set sponsorship objectives, analyzed events, made recommendations to sever or continue sponsorship for next fiscal year. BET Holdings,Inc., Washington, DC 06/1992-12/2006 0 Marketing Manager , ,,. ((t" Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the 1i 7,(""., } L ® v,© CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed —in whole or in part—for any 4 'yft'��/1 ;�! + Isom Global Strategies purpose other than to evaluate this response. _� fit. '� it" UG rj V\` 'T'yw • � t. 0 j1 1 Solicitation Number: 17 10 01 F ,'7,, , it3tAx ",PP,'/ -r- ''',1011:,'\ ." \\,' '' , 1,-: ' ' --rinie.f,• „k'\‘`,:r.,,,rj,, , 1--%''Cri l'i f\ li .j7‘.'"/if( l''----Vf r AV ,,TA 1 ,, , ,„1, ,k -, .1e, f 1 fl'i, I,, et ,.-, It, , , A r' ® a. , • Collaborated with top 25 MSOs to create national affiliate marketing events. • Developed/implemented publicity campaigns for on-location programming events. • Managed tradeshow promotions for BET and BET On Jazz. • Monitored on-air campaigns and developed campaigns to increase ratings. • Secured media contacts and media placements on TV/web/radio and in print for national and local promotions. EDUCATION Certified Graduate, e-Commerce Program, University of Virginia, Charlottesville, VA Bachelor of Science, Marketing, Bowie State University, Bowie, MD II II ,:::,. . .,..,,,...„.,„3,,,...t,,,,, G fil Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the 11 -' ,<<.` . { CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed — in whole or in part—for any ,� `+ +- Isom Global Strategies purpose other than to evaluate this response. �; til} 1,..41,3w,-,,- -4,-,S�`'\ ` Pa • ; },� „ ,,,7-7,7_:,__ Solicitation Number: 17-10-01 �- f, and , f,",,,,- ,1,v,.‘ \\ , ' .t;' '” i ', ;r:' f fiNfOrd 4/ 0 ) ' . '0 s .,,, , , k,1 s ..,--— i 1 yr i.'7.,\ , 0 i l' ' ' '' it. ' '' , 1,,,; 4-,4.\,-;;;:ec).---',r;/I 1 , ANNE BROWN Research Manager 1ti . Innovative, engaging research professional with more than 20 years of experience in analytic assessments and integrated marketing. SUMMARY OF QUALIFICATIONS • Highly proficient in developing and implementing effective research strategies and tactics. • Expert in engagement, message development, change strategy, and emerging technology. • Efficient problem-solver and motivated self-starter • Management abilities in executing baseline assessments, designing strategies that address core issues, and achieving mission-critical objectives on time and within budget. PROFESSIONAL EXPERIENCE Isom Global Strategies, LLC,Washington, DC 03/2013-Present Chief Communications Strategist • Defines baseline assessments processes and implements the full execution of strategies and tactics to meet the goals for high-profile government and non- e government clients. • Tackles challenging organizational problems by combining breakthrough tactics, sound principles, and collaborative approaches. • Meets with senior-level stakeholders up front to align organizational and audience objectives, resulting in significant gains in project momentum, efficiency, and goodwill. • Facilitates groups in a way that creates shared vision and commitment; leads discovery sessions that are engaging, revealing, and productive; employs proven exercises that allow teams to gel, resolve issues up front, prioritize competing objectives, and identify critical gaps in knowledge. • Assesses the big picture: develops an understanding of the overall landscape in which the organization will pursue its goals and the impact the current environment will play in spurring success or threatening failure; ensures that strategies are informed by a frank assessment of organizational strengths and challenges. • Presents clear and actionable recommendations designed to scale well as efforts grow. • Crafts communications strategies steeped in marketing and branding fundamentals, and leverages emerging channels to effectively engage audiences on their terms. • Shapes brand, mission, messaging, voice, language, and relationship management to bring the right people together more often; inspires creative teams and fosters their ability to merge creativity with strategy at all times. • Assists clients with transforming internal processes and replacing legacy communications silos; helps stakeholders at all levels of client organizations operate ® on a higher level. Gam;-: ;;t 4-4 , ,ids,' TFit��' fl '© a, ?/ Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the CITY OF SUNNY ISLES BEACH,and shall not be duplicated, used,or disclosed — in whole or in part—for any �J,,17,-43 I1 , Isom Global Strategies purpose other than to evaluate this response. —•In' ,r t:11 ii ''‘,;:4: @ ..'!;, . or,V V' ' .Vf 0.4../ . - rimer -W:.1*; � 4c i ce- — / A l f, J.:::(:&4-,`,,7J 1 (` r�k*, ,c ,e�„jl 1 �� ,,�\7... Solicitation Number: 17-10-01 �+ i�'I�r, �, r 1 t.1� -;,f �� : .. f,i ` f t- ,'r .�;",..f \may- ✓ it”' . 1* Vit,,1 ' -,.,. li iiil '''' " tf -. ' r'44-\ ' 41 .i i. , it • Ensures that research and success measurement efforts not only address the data v. needs of financial analysts, but also properly fuel conversations at the water cooler. N Performix Consulting, McLean,VA 12/2011-04/2013 Senior Communications Consultant, Veterans Health Administration RTLS PMO • Assisted in defining governance, mission, goals, and operational plan of the Real Time Location System Project Management Office(RTLS PMO). • Engaged national, regional, and facility-level leaders in effectively telling the story of the five-year, system-wide technology implementation that would impact 152 VA hospitals: communicated benefits, lessons learned, and paths to success, increasing project interest and participation among a wide variety of facility-level management and front-line staff. • Helped develop national education initiatives: honed language to bridge engineer- led project team and non-technical audiences, spotlighted improved care for Veterans, addressed concerns over the introduction of real-time tracking technologies to the patient care setting and workplace. Council for Advancement and Support of Education, Washington, DC 05/2002- 08/2007 Executive Director, Integrated Marketing ® • Provided strategic counsel to six product/service divisions; aligned communications with mission, vision, and strategic plan; integrated messaging across media channels, increasing audience engagement by all measures; stewarded numerous process and service improvements; strengthened research, metrics, and reporting. • Collaborated extensively to forge a culture of sustained innovation and creativity; designed and administered engaging, interactive training; managed and celebrated team of seven and multiple consultants; partnered with data and IT teams. Euro RSCG Circle, Boston, MA 09/1999- 11/2001 Director, Strategic Analysis and Development • Built strategy division of the web agency: developed and evaluated general and online business strategies through analysis of business and communications objectives, industry trends, best practices, and target audience research; integrated brand and media planning, primary and secondary research, group brainstorming tactics, forecasting, and CRM. • Managed SA&D team and, in turn, initial strategic direction for 80%of agency work, including multiple high-profile clients and internet start-ups; developed and illustrated agency's discovery and strategic planning process. • Engaged geographically diverse web agency development teams, client teams, consultants, partners, and vendors; served as an effective translator between technical and non-technical teams. ® Arnold Worldwide, Boston, MA 10/1997- 09/1999 -:......-,,,.. _tip-:. 111 �J �-ast' . 1,1#011!-Ce' F.l. Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the T, ` + 11 r � �� J CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed— in whole or in part—for any � 1k, ; --,..471t. Isom Global Strategies purpose other than to evaluate this response. f / .\Wcoy 1 .1,/ -, i f V..,: \• �'^ \ I���V1i Y i j��*�• C\� �� � • �• � y� k {� Solicitation Number 17-10-01 ,'ii' /if iJJgg'+{' ''" ,, ,, i "�u`p'i�� \\`\1. 1,1 1��I�I rIflu I,, , 1 /l l/ ��0i i a i�/%�'-I, f���.,s ,�: ` 1 "1'.\1 , 0--:-, �' `w 'l `rT��:.'�i.-----\\4�` �py[ �� ( `777 � is.;,,,,i111\ (-, - i' ..... Media Supervisor t>� • Led media teams on both B2B and consumer accounts; regularly participated in ' it client and new business presentations; met with media representatives and negotiated internet, newspaper, magazine, outdoor, and transit advertising; planned radio broadcast levels. • Established agency's (and perhaps the industry's) first single-source internet advertising accountability system; served as key team member on multiple product lines for largest client; regularly assigned to chart new territory alongside technology clients. DDB, Boston, MA 11/1995-10/1997 Media Planner • Valued team contributor: negotiated national print buys; aligned print/broadcast levels with awareness goals; tracked competitive spending, talent usage, and audience media preferences through proprietary and national sources. • Completed proprietary brand development training (Relevance, Originality, Impact(D/R01), as well as thorough media training; assigned to highest-profile assignments within 8 months; entrusted with maintenance of three media plans (with annual budgets exceeding $100 million). IP Brown Printing, Boston, MA 03/1992-09/1995 Marketing Manager • Bartered outdoor and radio marketing; fulfilled federal government contracts. • Demonstrated accountability to the customer and ownership of the solution as if the family name was on the line(it was). EDUCATION Bachelor of Science, Business Administration, Internal Business and Marketing, Georgetown University, Washington, DC 0 %==4; ". lig , a , ,i'-y . [Gi Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of thefl © CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed—in whole or inpart—for �;'Dil' P any 'thi'�,�tl �l Isom Global Strategies purpose other than to evaluate this response. -2.fir K �\�L1,.�, Ni;t'„, , \ Solicitation Number: 17-10-01 ,/� ' � irli i , , / \Q � r o 't Up/; 'I' .4-,-, t,,-,‘*./.61\Nkr.kli-", c'9� y or, �I k:sR'! I .�`` i,l rYi 7 'I�ii ll1 . ' ` 7' I f'. ` �`Sx ;,.00 -,k. ,-----' A, MA 3 tr ANA POLYAKOVA Media Relations Manager) Ana Polyakova is a versatile communications strategist and award-winning writer specialized in public relations, social media and digital marketing. She dedicated the past 15+ years of her career to planning and executing communications strategies and projects for small-to Fortune 500-sized companies. SUMMARY OF QUALIFICATIONS • Versatile public relations specialist with 15+ years of experience in planning and executing communications and media relations campaigns for small- to Fortune 500-sized companies. • Award-winning writer with hundreds of articles published in Washington's major publications. • Social media and digital marketing strategist delivering and implementing actionable, momentum-building advice on the profitable online growth techniques for small and medium-sized businesses. PROFESSIONAL EXPERIENCE Isom Global Strategies, LLC, Fort Lauderdale, DC 09/2013-Present Public Relations/Social Media& Digital Marketing Strategist • Drive business growth for clients in recreation, healthcare and education sectors 410 through execution and creative integration of public relations programs into social media and online marketing campaigns. • Secure press coverage in local and national news outlets, including Miami Herald, Ocean Drive and others. • Write press releases, media pitch letters, blog posts, social media posts, web copy, marketing materials. Level 3 Communications,Washington, DC 06/2010-08/2013 Media Relations • Raised media profile of the major federal government contractor for communications services by pitching stories and securing positive online, print and broadcast coverage in local, trade and national publications. • Developed and executed strategies for comprehensive media outreach campaigns designed to ultimately generate meaningful awareness and interest among federal government's acquisition executives. • Identified press and event speaking opportunities and arranged media interviews for senior executives. • Established and cultivated relationships with members of national and trade publications. Maintained regular contact with target media. Created and regularly updated a comprehensive press list. Wireless Communications Association International,Washington, DC 12/2005-03/2012 ® Vice President, Communications&Strategy(02/2009-03/2012) pal Proprietary and confidential.This proposal response includes data that shall not be disclosed outside of the � sr 'f U.G IN CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed — in whole or in part—for any f4= ' 3v , Isom Global Strategies purpose other than to evaluate this response. ,IT. *,,-41(.., �\ - - i/ iii ; �� �v \ • 1411 °i Solicitation Number: 17-10-01 X10‘' ‘\ 'Ilt 'i P. ',,, !/ j,i'' '.‘le.'7 f 11 D.' int ,,,:„.,,,,,,,,,, ,,,d.,,,:;,,, _ I, rl IR'n '..1 ,\, 1-( 0) -A '-7,f ',:fitt` ' ., iv " ,1 , t , jl YYYY '`� i 1, ��I '111 t\ i • Promoted to the second highest position to oversee all communications, public 1,_ relations and strategic marketing efforts. Proposed and led re-branding campaign to reflect the Association's new mission. i • Developed and implemented strategic PR campaigns. Maximized media exposure for the organization. • Secured coverage in The Wall Street Journal, Washington Post, USA Today and other publications. • Developed a comprehensive crisis communication plan. Handled media relations during crisis. • Developed and implemented a strategy to boost WCAI presence on social media networks. Created a plan for redesign of the WCAI website and its Virtual Media Room to integrate social media tools. • Led multi-channel marketing campaigns to deliver integrated customer experience across multiple platforms. Raised engagement by 52%through behavioral targeting and marketing automation. • Oversaw all stages of event production, including marketing and press coverage. Secured major sponsors. • Negotiated major contracts and partnership agreements that generated and improved revenue sources. 9 • Led WCAI's business development initiatives. Recruited new members, including board members. Communications Director(12/2005-02/2009) • Developed and implemented communication and media strategies. Created and maintained WCAI's media outreach list of 2,800. Served as front-line contact with news media /company spokesperson. • Wrote and edited WCAI's daily and weekly newsletters, news releases, press statements, blog posts, email and other marketing materials. Produced 80% of the web content and all social media content. • Raised media registration for WCAI's annual trade shows by 92% and boosted media coverage. Communications Daily,Washington, D.C. 06/2002-12/2005 Associate Editor • Wrote hundreds of articles covering federal regulations of wireless communications and broadband. • Won multiple journalism awards from the Newsletter 8 Electronic Publishers Foundation and others. • Promoted twice within 3.5 years based on exceptional performance and demonstrated results. EDUCATION Bachelor of Arts, Communications, concentration in Online Journalism (Summa Cum Laude), Alcorn State University- Lorman, MS 0 , ..., �,7t ice $� , i- ..r Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the `i. ' 0, ,© CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed—in whole or in part—for any 7�t` Isom Global Strategies purpose other than to evaluate this response. , .1(11`F' . .} ',, 411 �� _' k , Solicitation Number: 17-10-01 1dy'i ° }J > � -:" ""/ ii,--ro,,,,,4„Ki.ik\. \\\,ti,,,,,ii,, ,y1f /.1 ,,,, -I ,r1,, , ' ''',.1 , ,4 ii-1-''' ' ' '44 i• k lig ! i it I �� u. I Idr',.' .-.-4 1 i' ' I 'V'4e%;,C7.•X, - X. [CAROLYN RENNIE Mid-Level Manager) . Media relations expert with more than 16 years of newsroom production experienceli working with local, regional,and national broadcast networks. SUMMARY OF QUALIFICATIONS • Extensive media relations insight into securing media coverage for clients. • Aware of the best practices to get the media to cover events or print articles. • Outstanding writing skills to compose articles and stories for publication and use in newscasts. PROFESSIONAL EXPERIENCE Isom Global Strategies, LLC,Washington, DC 06/2016-Present Communications Manager • Creates content for press releases, byline articles, keynote presentations, social media, and communications and PR plans. • Cultivates and maintains relationships with national media outlets and beat reporters, including niche media outlets. • Conceives and executes media plans for client visibility campaigns. • Provides advice to clients when reputation management issues arise. II • Makes appropriate recommendations regarding client communication strategy with an expert level of understanding of industry trends affecting clients. • Develops media relations strategy, seeking high-level placements in print, broadcast, and online media. • Establishes strategy for identifying media opportunities, including pitching plans and maintaining long-term coverage. • Secures national, regional, and local media stories in online and traditional media publications. • Designs marketing and communications plans for client projects. • Tracks media coverage and public relations metrics. WESH-TV Channel 2,Orlando, FL 06/2009-05/2016 Producer • Promoted to Producer of WESH 2 News at 6. • Produced diverse show formats for different time periods. • Increased ratings of WESH 2 News at 6. WKMG-TV News 6, Orlando, FL 08/2006-04/2009 Producer • Created weekend morning news show: two hours on Saturday, four hours on 40 Sunday. ry;y=..��I �Qc.#i ;4 i. Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the 4}; . ,lr i ; 111 v CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed —in whole or in part—for any � r �/�+` 3 Isom Global Strategies purpose other than to evaluate this response. _ :� �, .; F ,i L 4.\ v1 - „' '' %,u,,,*...,,,,,,,,--,,,,,..,-„,,,,,,,\ f'. ,,,, �.v �-w T / 1 • ,� _I �� . ' Solicitation Number: 17-10-01 q�i/� f Iill� , � Ste: 01 , \ `dielh{i ` IP .•,.',/,,,.. ''/r4, - �,'. ' , ---;._( \. ,p? ' 'i y , ,r't, ,'WSJ I ( ,, i,!1 , 1 I;lI .0 • Developed weekly segment on fitness, the arts, and pets. • Created graphics for newscast on the Vertigo Suite. WBBH-TV/WZVN-TV, Fort Myers, FL 09/2003-08/2006 Producer • Created a 35-minute newscast at 11 p.m. • Executive producer of a 30-minute special about Hurricane Katrina: helped develop a plan for special; made graphics and credits. • Produced continuous coverage for Hurricanes Charlie and Wilma; coordinated live shots, reporters, and video for air. WCTV-TV,Tallahassee, FL 12/2000-08/2003 Producer • Produced the 6 and 11 o'clock newscasts. • Ran the assignment desk at night. EDUCATION Bachelor of Science, Mass Communications, Florida State University, Tallahassee, FL 41 I/ Yam. ,s'., Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the t I 1 ` ' fl � © CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed — in whole or in part—for any . 9'�';1” Isom Global Strategies purpose other than to evaluate this response. °,r" : iwr I.:tom.. !✓y,�yrs {�-+t 'v�,M�` 4Yys '''.AT.:,`: Q N. , �` `- Solicitation Number: 17-10-01 l��i��< �; ` „ r,, . ,j �� 01, 1` , 1 _ I''r '�! ,, . . lir, l _ Ir4t ylll/M� -,,, ... y" 4!, `� k:tR. r "�fI t 1 i 11 -'�, 0,t., 555. f \'i / 7 , „v , , 1. MORGAN CROOKS Content Strategy and'Social Media' � Dynamic self-starter with expertise in website redesign and research analytics, coupled + with strong communication skills, with experience working for Fortune 500 companies, government agencies, and nonprofit organizations. SUMMARY OF QUALIFICATIONS • Personable and analytic thinker that can synthesize social media analytics to deliver comprehensive information. • Experienced social media strategist serving federal and commercial clients. • A strategic marketer that uses analytics to demonstrate the effective implementation of marketing initiatives. PROFESSIONAL EXPERIENCE Isom Global Strategies, LLC,Washington, DC 05/2016-Present Account Manager • Executes baseline assessments including various research tactics to achieve conclusive finding to assist organization planning. • Cultivates customer intimacy and manages day-to-day interactions with clients to build rapport. • • Conducts research to understand the client landscape, and creates strategic marketing/communications plans and action plans, tailored to the needs of the client. • Oversees and provides career growth plans for direct reports to outline tangible benchmarks for success. • Identifies strategic opportunities that align with the suite of IGS services. • Collaborates with the IGS team to produce winning proposals, resulting in valuable new business revenue. • Determines measurable successes, and provides corresponding metrics, case studies, and debriefs in an easily interpretable format for the client. • Generates and maintains project budgets, and operates within 80% of budgeted hours. • Demonstrates a working knowledge of industry best practices and provides input regarding client deliverables, including graphics, blogs, social media content, and fact sheets. Harris Corporation Critical Networks, Herndon,VA 01/2014-05/2016 Business Operations Analyst • Developed and analyzed the Harris Corporation Critical Networks (CN) membership budget to ensure the ongoing strategic alignment of the business area needs. As the budget owner, identified synergies across the four organizational segments to create financial efficiencies. • Served as the CN co-lead for the enterprise-wide Customer Relationship Management (CRM) migration, which was imperative to the development of 0 accurate metrics for the CEO and senior leadership. Engaged in extensive �� ak © Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the f 7,1`,1a CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed — in whole or in part—for any i% t 04 Isom Global Strategies purpose other than to evaluate this response. t`rr ;. **t':‘,1 ''�� r � y.-� �"%.- it ce oto s 4i..i��' •a,� - Solicitation Number 17-10-01 11' ' t J°it � r -, ' iNiktf-4, "fp-, ., . iv�I :1 I { I 4(00, , 4. 7 ps+i. interdepartmental and cross-segment collaboration to capture and communicate stakeholder requirements. Nit • Provided trainings for 400 global CN CRM users. Created eLearning materials for new employees to streamline and standardize the CRM business development processes. • Maintained BD SharePoint intranet sites, databases, and processes to ensure timely, relevant, and quality information. Boys&Girls Clubs of Greater Washington,Washington, DC 12/2011-03/2013 Marketing& Communications Manager • Served as the primary media liaison, and maintained relationships with beat reporters, community members, and other organizational constituents to strengthen the Boys Et Girls Clubs of Greater Washington (BGCGW) brand. • Developed and wrote material on behalf of the President a CEO to build relationships with target audiences, with emphasis on the online community. • Developed and managed social media protocol and procedures to achieve best practices among 16 regional clubhouses. Maintained and monitored social media platforms, resulting in a 41%increase in online traffic. • Functioned as a project manager for the creation and launch of a new 111 organizational website, consisting of 20 microsites and content systems management trainings. • Strategized and assisted with implementation of crisis communication. • Served as a BGCGW spokesperson and hosted signature events with 2,500+ attendees. Tempo Enterprises,Syracuse, NY 09/2007-05/2010 Communications Associate(Internship) • Created and maintained media relations outlets to attract and generate new customers,which increased new business and clients by 18%over a 12-month period Noelle-Elaine Media Inc., New York, NY 05/2009-08/2009 Media Relations&Event Planning Associate(Internship) • Served as the lead intern for the Leon H. Sullivan Foundation Awards at the Kennedy Center in Washington, DC; booked talent, drafted media release, and collaborated with associates to create a Public Service Announcement(PSA). • Created timeline and rundown drafts, and was a part of the onsite production team for the National Urban League (NUL) Annual Conference, to ensure the smooth execution of events. Updated social media outlets and conducted daily media monitoring. EDUCATION Master of Science, Strategic Public Relations, George Washington University, Washington, DC Bachelor of Arts, Communications a English, Syracuse University, Syracuse, NY 410 l/t�n Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the .- !, ® G,In CITY OF SUNNY ISLES BEACH,and shall not be du licated,used,or disclosed—in whole or in —for `ljt" `?' P partany .1�' • ";-,931 Isom Global Strategies purpose other than to evaluate this response. —rt.rj' S aa\"�,?+1 ' � sem,-, /J rr {',`l ., 0.{�r n7 •itt:, �� Solicitation Number: 17-10-01 I �'it7 1 �s � ,,, 1-- /Vi'�` ` �kt I��Q �� ������ _� lel�; ��+� � , ,���� / t /r ;lid li `P, i1j ,,,, h � f, (lt� •• ?' �'. t� / � i z`]]]- � I/ p i [ADRIENNE HACKNEY Web Designer Accomplished and creative Senior Web Programmer, Database Programmer, and Database Manager with more than 10 years of combined professional and academic experience in web programming expertise for events and conferences, to provide a compelling, in-depth web presence to manage, plan, implement, and support programmatic initiatives. SUMMARY OF QUALIFICATIONS • Track record includes engaging proven vision and direction to create compelling graphic design and technical guidance for public education campaigns targeted to at-risk and underserved populations. • Experience with promotions and packaging for targeted and culturally sensitive campaigns designed to create attitudinal and behavioral change. • Adept with development and production of creative materials, including digital advertising and product packaging. • Experienced in several design programs and web management tools, such as ExpressionEngine. PROFESSIONAL EXPERIENCE ® Isom Global Strategies, LLC,Washington, DC 12/2010-Present Creative Director • Provides creative direction for designing, developing, and packaging various internal and external initiatives. • Designs visual branding solutions for various internal and external initiatives, including illustrations, brochures, promotional items, PowerPoint presentations, image manipulations, logos, stationery, marketing and event collateral, trade show displays, proposals, websites, and email campaigns. • Researches and advises on third-party software and solutions to meet various deliverable requirements. • Manages internal technical and creative assets. Affinity Creative, Nationwide 08/2005-Present Principal/Designer/Front-End Developer • Provides online and offline visual branding solutions for individuals, emerging businesses, and nonprofit organizations. • Manages and performs all aspects of design projects from consultation, research, and concept development, to programming, implementation, and training. • Develops compelling and user-centric websites with content management systems using PHP and MySQL database integration. DRS Signal Solutions, Inc., Gaithersburg, MD 02/2005-05/2007 Marketing Coordinator II • Supported internal and external marketing requirements for business development, sales, and human resources. 40 .. . „.„,.,,,..,f,,i% .. Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the ti,, ,. i.. -1 0.00CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed—in whole or in part—for any , t,'� 2=�4l' born Global Strategies purpose other than to evaluate this response. !_'17 wg U ', i t' `\ _ Solicitation Number: 17-10-01 1' # � ' 1;�/'r . \� \Yr,?¢'f �/ i�I� ill k,-.1 .=•, .p' '�l ilio ,, ,� i11 �E �,,..2.'.-:•r '', f +'� f���.- ��� +,��. •fir- >r`•. �` 1,. Wi • Designed and implemented marketing collateral, advertisements, exhibit signage, t,. and multimedia presentations. • Established and maintained company web presence that realized results in terms of improved order processing. Booz Allen Hamilton, Inc., McLean,VA 06/2003-02/2005 Junior Information Systems Specialist • Provided program management and marketing communications support to government clients. • Supported the development of branding strategies, website enhancement plans, briefing templates, survey instruments, and other outreach and communications vehicles for wireless initiatives. Maryland State Treasurer's Office,Annapolis, MD 02/2003-05/2003 Webmaster Intern • Worked independently on the design, development, and implementation of the Maryland State Treasury website. • Designed, coded, and implemented web structures and graphic identities with a consistent look and feel, incorporating high standards of usability and quality. 411 Massachusetts Institute of Technology Lincoln Laboratory, Lexington, MA 06/2002-08/2002 Sensor Exploitation Group Intern • Worked on a cross-functional team to develop and integrate a radar image intelligence processing system and user-interface network resource manager. • Created shell scripts for custom commands and made files for system testing. EDUCATION & RESEARCH Courses in Graphic Design, Corcoran College of Art + Design Web Developer Certificate, Georgetown University, Washington, DC Bachelor of Science, Information Science Et Systems (Summa cum Laude), Morgan State University, Baltimore, MD U.S. Fulbright Scholar to India: Investigated the imbalance of women in management positions and their role in contributing to the sustainable development of the IT sector in India 0 ,,,, . Er 1CIt ktt, Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the -Ifs-. O,v,© CITY OF SUNNY ISLES BEACH,and shall not be used,or disclosed — in whole or in —for •:+ "'� rfill Isom Global Strategies duplicated, partany � �'� r e purpose other than to evaluate this response. _ �i :i7/ Ott,• ,.i/ %�Y¢r_ \mac >yYr , � ,�._ �- � fi!� P r� out' •y,9' ge, ' `" Solicitation Number: 17-10-01 �� ' i r� a • T� h itx t, • t. „ ISVITLANA,BODNIA Graphic Designer] A talented Graphic and Ul/UX designer with a focus on visual design and branding. Brings a wide range of skills, in Illustration, Graphic Design, Animation, Brand Development, UI Work, and Art Direction. SUMMARY OF QUALIFICATIONS • Proficient in Adobe Photoshop, InDesign, and Illustrator. • Experienced in Adobe Premiere and Adobe After Effects. • Proficient in 3D modeling and texturing (3D Max). • Excellent fine-arts skills(sketch work and 3D concept work). • Passion for design, attention to detail, always eager to learn. PROFESSIONAL EXPERIENCE Isom Global Strategies, LLC,Washington, DC 06/2017-Present Graphic Designer • Shapes and delivers projects with an emphasis on brand design for IGS corporate and client initiatives. • Designs websites, landing pages, promotional emails. • Conceptualizes and designs visual branding solutions and graphic materials for internal and external initiatives, including illustrations, brochures, greeting cards, promotional items, PowerPoint presentations, image manipulations, logos, proposals, websites, and email campaigns. Sitecore Ukraine, Dnipro, Ukraine 05/2013-06/2017 Graphic and Interior Designer • Successfully managed and coordinated graphic design projects from concept through completion. • Developed characters based on project art and technical specifications. • Developed posters, brochures, postcards, envelopes, invitations, logos. • Provided assistance to other graphic design team members as needed. • Collaborated with stakeholders to determine marketing and design vision, scope of work, budget,and deliverable timeframes. • Created concepts and prototypes of websites based on requirements. • Designed and implemented interior of office space to serve Sitecore's individual needs. Prydniprovska State Academy of Civil Engineering and Architecture, Dnipro, Ukraine 09/2011-05/2016 Associate Professor • Formulated and designed two consecutive semester courses. • Taught the course "Methodology of Designing Architectural Environment," which included a variety of creative problem-solving techniques and heuristic methods; brainstorming, method of focal objects, synectics, and design thinking. • Taught the course "Fundamentals of System Analysis," which also included systems thinking. . art, t(/r1' Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the na< = ;,,�AptA fl�V,© CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed—in whole or in part—for any /f 4 7t,tr I ,f,7TzH��"���/til isom Global Strategies purpose other than to evaluate this response. '1' t" a / �*.'• ` _ �/��' Y - ‘ ms`s fr • 11 ri\ +,t , Solicitation Number: 17-10-01 ',ill�,�d l /fit � l t'�' .,f k4., • fY,fl Vililf„:;&.)-ilty.,l� l 1411 ! 1 �,� L �,.ill 1 r- -4.! ii,� ��/ _ I rte" ;r,. 7 • Directed graduating students in their research projects, leading to their attainment of a Master of Architecture. Art Modern Studio, Dnipro, Ukraine 06/2010-04/2013 Graphic Designer and Interior Designer • Developed engaging and innovative digital and print designs for clients in wide range of industries. • Created custom logos for internet websites per customer specifications. • Designed marketing collateral materials, including sell sheets, brochures, newsletters, e-newsletters, advertising, banner ads, presentations. • Created business cards, posters, postcards, envelopes, invitations. • Designed, implemented,and refurbished interior spaces. • Discussed and finalized client requirements and collaborated with other construction professionals, such as architects, painters, decorators, engineers, and surveyors. • Prepared detailed specifications of the interior design work for future implementation. • Organized the procurement of necessary materials, such as ventilation equipment, fixtures,furnishings,furniture, and decorative items. EDUCATION ® Master of Architecture, Prydniprovska State Academy of Civil Engineering and Architecture, Dnipro, Ukraine PhD in Architecture, Prydniprovska State Academy of Civil Engineering and Architecture, Dnipro, Ukraine 0 -,tom"- , -':, ;; a, 7:17.4.:414' tAnc"-A_ _ "' U G,IN Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the a; - • . f Q CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed — in whole or in part—for any 4li Isom Global Strategies purpose other than to evaluate this response. ' ' . 7 \\ AtM � 7. 'x'11 ,�-� �_...,,. .� ''[;.;(c-1-0:;,!'1, ;1r� � � , I: �� ,,`�;9 \ Solicitation Number: 17-10-01 —pig j ! )p,, ,�- r, i.‘", ,,,, tiezitt,. ', ' 14' 'Tvi-:.i.ti ,,..- .Zrw fi / I r' Via, 1 i T Project Organizational Chart IGS ORGANIZATION CHART Public Relations for Tourism and Trade Industry Service Organization Chart Key At ' TUMID ® .0 Project Director r Project Director � _ a Communication Team =.c:. o Creative Team 1 411 -et , ,t f r ME SNEZHANA MORGAN CAROLYN ADRIENNE SVITLANA BROWN POLYAKOVA CROOKS GIMI} HACKNEY BODNIA emcgon2432 czavagbatszeIzog Social Media Manager Mid-level Manager Qtb Designer Graphic Designer @manasantattasz ermanetimagmiil Cor-grturocatrxrsTeam •ZITeaT Com;nn [r.xreRXIM II , `V4tA;iiii Mil li: All//ll��yy�� Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the ,r,f '.� ,v,© CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed—in whole or in part—for any �� ±i' �!`�"ti Isom Global Strategies purpose other than to evaluate this response. $ P p ":fit.:•;-' ///oN -4,-- Solicitation Number: 17-10-01 i !i' 'q ' ; f r/ ^ice • �'' ,+ r`� • 4l 1' Il� y t1') Technical Proposal '° Section 4: Approach/Methodology Our team stands out in developing measurable, strategic communications programs that have a direct impact on our clients' business objectives. Our strategic planning process drives all our communications activities. It advances business goals, objectives, and strategies; aligns internal and external environments; and impacts audiences that represent the greatest challenges and opportunities. The IGS team stands ready to assist SIBTMC in maintaining and surpassing its goals by providing strategic communications support. We believe in strong outcomes and being able to prove our value. While many companies produce a lot of outputs(materials or busy-work), IGS prides itself on creating measureable outcomes. Outcomes prove an organization's value and secure additional partnerships and stakeholders to impact funding. Our technical approach outlines our processes and methodologies for executing all aspects of our capabilities. IGS meets with the SIBTMC core team members to determine existing communication systems, programs, objectives, and goals. IGS creates research questions specifically to see what SIBTMC is looking for and how to design the study. Getting input from internal SIBTMC stakeholders is the first step. The SIBTMC identifies key personnel to interview for research purposes. Interviews with relevant stakeholders will ensure that outreach efforts conveys the information in the correct tone, keyword phrases, and salient messaging. IGS executes all strategic communications campaigns via a systematic process that enables us to effectively integrate research, planning, execution, and evaluation. Our team has more than 20 years of strategic communications expertise. IGS implements all strategic campaigns in six phases: Analyze, Develop, Plan, Implement, Support, and Monitor. This process ensures a comprehensive and integrated public relations campaign strategy for each of SIBTMC's primary target audiences. The IGS Marketing and Communications Process is as follows: Phase 1 — Analyze The Analyze Phase consists of gathering information during initial baseline assessments, which include surveying and interviewing the target audience and working with essential decision-makers within SIBTMC to determine current campaign strengths, weaknesses, opportunities, and threats. The baseline research is conducted and designed based on the desired outcomes of SIBTMC. This phase must take place before any brand is created or communication plan developed. As part of the marketplace analysis, IGS develops comparative benchmarks to help SIBTMC assess the performance of its existing efforts. Phase 2 — Develop. Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the '.r, ;�'l! O g a ® CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed — in whole or in part—for any ?ss11'%��7114, Isom Global Strategies purpose other than to evaluate this response. .�.11,.. f§4, i 1 ®r Y f ° fel t `'vi ` S Solicitation Number: 17-10-01 �.v' 1 filp - i 7 \�I NI,�.1 tea ,�+ � '�''� ' �` ' ,rtl,f4 i6 ,, ,-110p1;--n\ -1(4 Vit' r:. : � 9 , , , li,„ :� I „ , 1p, Alf ,i, ' 11 The Develop Phase consists of developing a strategic approach based on information and .. tak results gathered during Phase 1. IGS compiles and analyzes the results from our internal NP and external research to develop a customized strategic communications plan with measurable outcomes. Phase 3— Plan The Plan Phase outlines a deliberate plan for achieving SIBTMC's goals. IGS identifies the most effective channels, tools, and situations for delivering messages to audiences. This phase includes developing the specific messaging and methods to execute the overall communications effort to reach the potential target audiences. During the Plan Phase, IGS develops a project plan that supports the communications approach and tactics proposed. The plan provides a timeline for deliverables, milestones, and frequency. SIBTMC reviews the proposed project plan and returns it to IGS within one week of receipt with comments and adjustments. Phase 4 — Implement The Implement Phase provides the timeline for delivering the promotional methods and impact needed for the program outlined in Phase 3. The Implement Phase is the most labor-intensive part of the campaign process as now we start to execute our strategy. We 0 engage two communications elements—breadth and depth—to focus our effectiveness across various outreach platforms. Breadth provides the greatest number of attention- getting, branded, and motivational moments, while depth refers to more specific, targeted, branded, and motivational points. Phase 5— Support The Support Phase is one of the most important phases in achieving successful SIBTMC outcomes. During this phase, we fulfill requests for materials, newsletters, events, social media—the ongoing activities and action items that arise during the servicing of the contract. Phase 6 — Monitor At the Monitor Phase, we track what's working and what tactics we need to target. Before starting the Implement Phase, we will have worked with SIBTMC to see how we intend to measure the success of contract efforts. During the Monitor Phase, we track strategic, long- term promotional methods' effectiveness and make decisions to increase, decrease, or redirect initiatives. Alignment Assessment Now we align our research findings with SIBTMC's strategic initiatives and core values/mission. We look for gaps or areas of opportunity between perception and reality. allWe develop a perceptual map derived from data collected as a result of interviews, ,-....ick,s14` ', Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the 'Fin'' �";!'T'Itil''',a 111 OM Q,f �,CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed— in whole or in part—for any h"'^ �+ t1” Isom Global Strategies purpose other than to evaluate this response. l r � ism ,` ; s---moo /, : �� ' °tltrlihr � , {,:� �� .,\\ Y- Solicitation Number: 17-10-01 �./'1/ 1111�;, : f.,7—W.4"-,r„ii, :'/', /. \. ,-4,-i"; / •:7-`if y r �t, l r r P SI J_ ei.,,pf i i ) ,. 'ti. 1? ' d ism iii previous research, and surveys, as well as the SWOT Analysis. We use secondary research , v. data where necessary. The perceptual map helps outline SIBTMC's positioning inis comparison with similar programs. Defining the attributes provides the foundation for the creation of positioning statements and value proposition used in all materials and outreach efforts. The assessment of target audience psychographics also helps to better understand consumer behavior. Psychographics are incorporated into every public relations approach because they reveal attitudes and interests rather than objective demographic information. Consensus Building The final step is creating the integrated communications plan and recommendations of products to match SIBTMC's goals. Consensus building requires all internal stakeholders to buy in to the direction the research findings suggest. A summary report is distributed to SIBTMC for review and discussion. This is the final step before creating the integrated communications plan. Management Approach Our strategic approach offers continuity and can be executed across multiple and specific ® accounts within SIBTMC. IGS executes all strategic communications campaigns in a systematic process that enables us to effectively integrate research, planning, execution, and evaluation. Although IGS uses Microsoft Project (MP), our process can integrate with most account management systems. IGS will review SIBTMC's internal communications planning models and follow all approved business processes. We will adjust our approach as necessary. IGS will host a kick-off meeting with SIBTMC to set priorities and define a high-level Project Management Plan (PMP). During this meeting IGS, in conjunction with SIBTMC, will discuss all technical, management, and reporting issues, as well as review the Performance Work Statement (PWS) tasks in order to execute a final PMP. Using daily, weekly, and monthly status meetings and deadlines, IGS will develop a PMP that also considers the development and implementation phases, allowing time for SIBTMC approval processes. An IGS team member is on hand to take detailed notes during the kick-off meeting. The summary notes document the major details of the meeting, including project objectives, contract deliverables, timelines, personnel, important dates discussed, action items, and questions raised about the contract. IGS also records the kick-off meeting. Summary notes are forwarded to all attendees within 48 hours of the meeting to ensure accuracy. The SIBTMC is allotted 72 hours to make any changes or updates. In addition to strategic communications milestones, the PMP will specify administration- related tasks, such as client/contractor meetings, activity reports, and billing and invoicing. ® At the start of a contract, IGS follows a New Contract Checklist (NCC) outlining all tasks to be performed for successful contract initiation. Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the u '=,;;<,�.^ -,) fla© CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed — in whole or in part—for any �� "'�79=' / � ��T , Isom Global Strategies purpose other than to evaluate this response. i, 177 \*W<4 •"— k \k\ ; \i, - - _ Solicitation Number: 17 10 O1 ��1�� 4, 1t i; t �� re A\, :,' leiti ', i ,r :/ i 1,A . , , At /rte IGS is accustomed to recognizing and mitigating competing priorities that, if left unresolved, can present challenges for clients. The experienced consultants on the IGS team confront 14 these types of situations head-on to prevent confusion or mixed messages that competing priorities cause. Contract invoicing is executed monthly. IGS follows the submission guidelines outlined in the RFP to be submitted by the 10th day of the following month. Prior to the first invoice statement, the account manager works with the SIBTMC POC to finalize the invoice structure. IGS prepares a monthly progress report on the status of each task and submits it to SIBTMC. The monthly report includes an updated project timeline that shows which deliverables are outstanding and the date they are expected to be completed. The SIBTMC POC is also able to see the deliverables that have been completed and the date each one was approved and accepted. By looking at the project timeline, the SIBTMC POC knows which IGS team member is assigned to each deliverable and which SIBTMC team member is the point of contact. The notes section on the project timeline gives a quick description of the deliverable and lists any milestones or challenges. ill Media Relations The media relations landscape is always evolving, making it even more challenging to cut through the clutter and deliver messages that resonate with key audiences. IGS media relations experts understand this ever-evolving landscape—a truly hybrid model of traditional and social outlets—and know how to land stories for clients. In media relations, we take a highly strategic and targeted approach by fusing great storytelling with compelling facts and rich multimedia assets. All of our media experts work closely with clients to develop compelling stories, visuals, and social media content; target the right media; and prepare clients for interviews so that messages are delivered effectively for the best coverage. Our media relations team will work with SIBTMC to ensure that appropriate media coverage goals are defined and measured. We'll ask what the most important outcome is and then develop a customized approach to measure the coverage results. Based on SIBTMC's needs, the coverage results can be as simple as counting the number of stories resulting from media outreach or as extensive as measuring tone of voice, message delivery, comparisons against competitors, and more. We use a straightforward, substantive, results-based model that recognizes that a static, one-size-fits-all approach is ineffective, and even detrimental, in the competitive, complex, and fast-moving media space in which the SIBTMC operates. We believe being successful in media efforts requires the kind of specialized approach that IGS brings—one that focuses on specificity, solid 411 content, and results. Pro rieta and Confidential.This ro osal res onse includes data that shall not be disclosed outside of the u r?,,, vow t P ry P P P , MI © CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed — in whole or in part—for any � ll Isom Global Strategies purpose other than to evaluate this response. ,. • 4 Y %, ..::- Solicitation Number: 17-10-01 I f''------4,4/44-_.1. ��`1. ► ,�' •� 1 1 f �� Ip �ig ! \�l i Ti +1-gy p' — ' l' 41 177if''''' .\.•1\14.,.r7,\!::,,,, ,--'1,.,' *. :el, trw. . . li ,ii; ,1, , if'. ,-,,', t,,, ..,\ ,,w), IAMedia Analysis, Assessment, and Evaluation. Having an accurate measure of the true -PI impact of outreach activities is imperative not only to demonstrating the success of our campaigns, but also to providing a barometer for the general media environment at any given moment. This indicator allows us to take advantage of emerging opportunities and mitigate areas of rising concern. We currently produce media assessments for a range of clients from Fortune 500 companies to federal agencies, all of which have different needs and priorities in their reporting. Our media analysis team brings experience not only in delivering smart, timely media analysis, but also in the explanation of why it may or may not matter. In an environ- ment dominated by social media, not every posting warrants a response. But sometimes it gives us an indicator as to how the winds are beginning to shift. Ell 40 , 1,„,,,, s -4-.Afirras ,,, . . .w. 1_,,,,,o,.. 11,G. IT Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the .5" CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed — in whole or in part—for any < } a Isom Global Strategies purpose other than to evaluate this response. ,t, 7 \--- .':,ix- '• „fes' G YAlitts v\� '..e� -- ---i.> , --Ir'll/ --':-TN;i, !..':-.'›s-'4'.--P, il,''i.i...,- �,>.. ,01,'1.4 '\ \•1-,1--7- ' Solicitation Number: 17-10-01 Po.ip,�7,1„,1,'i,,i,/ :,,..V..\\er'':.--.:--P;e-,d4////1 • 4(.1 1�(j�}�1�1Jy .,II1 •"f' �' ..�->,(/ SI 1,, l .rl\ • �_ '1/. i l Section 5: Financial Backgroundv. isIsom Global Strategies Income Statement 2014 2015 2016 Ordinary Income/Expense Income 5.174.068.86 2,769.677.78 2.050.262.57 Cost of Goods Sold 3,397.287.72 1,185.074.54 963,006.95 Gross Profit 1.776,781.14 1.584,603.24 1,087.255.62 Expense 60000•FRINGE 152,990.79 253,434.39 186.311.46 70000•OVERHEAD 198,274.22 272.642.50 150,536.57 80000•GSA 454,115.86 790.095.11 758.260.08 85000•SERVICE CENTER 9,646.60 0.00 0.00 89000•BID 8 PROPOSAL 122,455.19 91,410.17 222,122.94 Total Expense 937,482.66 1,407,582.17 1,317.231.05 Net Ordinary Income 839,298.48 177,021.07 (229,975.43) Other Income/Expense Other Income 7.392.35 54.74 224.42 Other Expense 91000•UNALLOWABLE EXPENSE 90,616.33 55.798.60 32,524.96 Total Other Expense 90,616.33 55,798.60 32,524.96 Net Other Income (83.223.98) (55,743.86) (32,300.54) Net Income 756,074.50 121.277.21 (262,275.97) 0 Isom Global Strategies Balance Sheet 2014 2015 2016 MM1 1111.11111111•1 IMI ASSETS Current Assets Checking/Savings 426,492.80 414,698.04 198,718.35 Accounts Receivable 591,637.67 933.323.39 357,930.60 Other Current Assets 21.074.00 22,126.22 112,243.28 Total Current Assets 1,039,204.47 1.370,147.65 668,892.23 Fixed Assets 6,425.09 13,306.85 10,079.01 TOTAL ASSETS 1.045.629.56 1.383.454.50 678,971.24 LIABILITIES 8 EQUITY Liabilities Current Liabilities Accounts Payable 43.257.24 10,035.63 8.301.59 Credit Cards 0.00 38.592.10 39,603.44 Other Current Liabilities 211,100.29 391$60.75 19,742.24 Total Current Liabilities 254,357.53 440,588.48 67,647.27 Total Liabilities 254.357.53 440,588.48 67,647.27 Equity 791.272.03 942.866.02 611,323.97 TOTAL LIABIL TIES 8 EQUITY 1.045.629.56 1.383.454.50 678,971.24 41 •--,...i.0.4„1,4 li,. O /� Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the . J/fN' s.; v, CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed— in whole or in part—for any ,,,/l1"'''1 Isom Global Strategies purpose other than to evaluate this response. ,..F-51'.119'... • :. � Solicitation Number 17-10-01 lela l q_--,'4421{1V,.. ,. :z� " ', � Hyl/ �M. % • ,---,Of', ., � re 4 ill ,� j •t ..`(1. ' y o I, jrl( , (. �s I { IN Isom Global Strategies ,r -4 Statement of Changes in Financial Position 2014 2015 2016 OPERATING ACTIVITIES Net Income 756,074.50 121,277.21 (262,275.97) Adjustments to reconcile Net Income to net cash provided by operations: 12000•Billed Receivable (393,202.26) (341,685.72) 575,392.79 13250•Prepaid Expenses 0.00 (14,017.22) 14.017.22 14000-Security Deposit (13,589.00) 12,965.00 (3,866.00) 20000•Accounts Payable (36,541.03) (33,221.61) (1,734.04) 15000•American Express-82007 0.00 38,592.10 1,011.34 13700•Credit Card Receivables 0.00 0.00 (82.28) 13800"Shareholder Loan 0.00 0.00 (100,186.00) 21000-Payroll Liabilities 0.00 67,057.72 (47,315.48) 22000-Loan Against A/R 96,058.97 199,144.44 (317,406.29) 23000"Deferred Rent 14,490.72 (6,993.98) (7,496.74) 29000"Officer Loans Payable (43,527.28) (78,347.72) 0.00 Net cash provided by Operating Activities 379,764.62 (35,229.78) (149,941.45) INVESTING ACTIVITIES 17000•Furniture (599.00) 0.00 0.00 17050•A/D -Furniture 599.00 0.00 0.00 17100-Computers 8 Equipment (9,638.88) (7,616.11) (2,446.16) 17150•A/D-Computers 8 Equipment 13,727.00 3,225.00 4,701.00 0 17550.AID -Software 247.00 (2,770 65) 973.00 17550.A/D -Software 0.00 280.00 0.00 Net cash provided by Investing Activities 4,335.12 (6,881.76) 3,227.84 FINANCING ACTIVITIES 30010•Member Capital 0.00 255,000 00 0.00 32000•Retained Earnings (23,842.08) (64,101.80) (224,683.22) 32456•Member Draws (60,259.72) (140,581.42) 155,417.14 Net cash provided by Financing Activities (84,101.80) 30.316.78 (69.266.08) Net Cash Increase for Period 299,997.94 (11,794.76) (215,979.69) Cash at Beginning of Period 126,494.86 426,492.80 414,698.04 Cash at End of Period 426,492.80 414,698.04 198,718.35 40 , , ........:it4A4--ig,, . ::',1,,,,:7,j- ,,filiywity ® Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the h' © CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed — in whole or in part—for any ,j.: l Isom Global Strategies purpose other than to evaluate this response. ..'..-t,.,i" ,7f �\\ ;c ///pro \R „\��aZ;^eo. ' lin ,\ .s•`1\�� Solicitation Number: 17-10-01 ,1�1=1.1/11, ; inial ,�. 1. iy. fk-Nlk-, Ali �` � �^� � I1 t4 ,.�t , if� y l•111 '1 \L. .•�` ;'r'- t , moi. I K s'.,N 6 4641 Montgomery Ave.Suite 300 !eA t® ® 9't ® V Bethesda.`1d. -0814 Goldin � l Tel:301-913-0008 Certified i' ste, Accountant. E-fax:301-576-8099 Compilation Letter January 31",2017 We have compiled the accompanying balance sheet, statement of income and changes in financial position of Isom Global Strategies as of December 31", 2016, in accordance with the Statements on Standards for Accounting and Review Services issued by the American Institute of Certified Public Accountants. A compilation is limited to presenting in the form of financial statements, information that ill is the representation of management. We have not audited or reviewed the accompanying financial statements and, accordingly, do not express an opinion or any other form of assurance on it. Management has elected to omit substantially all of the disclosures required by generally accepted accounting principles. If the omitted statement and disclosures were included in the financial statements,they might influence the user's conclusions about the Company's financial position, results of operations and cash flow. Accordingly, these financial statements are not designed for those who are not informed about such matters. Javier Goldin CPA Goldin Group LLC For\ianaeement Use Only le r -:.i -t%L'4 ili tet. '-l�I1 i, 111.7.2:01:1,V °j ` ..��.)f ,�lllF�� l( t3 Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the ;' ,�f,/ ",-, ® v © CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed— in whole or in part—for any ., f"_ `�' Isom Global Strategies purpose other than to evaluate this response. .,'~ ',.'+yt. 1 /R" 141 ,. t / ✓`1 \ '�. /`C\ln'a �: - *-: lilt�� '47 1 1.� /A.'.s,', •= kg• •'41?t,fok ''k\\,k, _ Solicitation Number: 17 10 01 1.�i� ! ���°), ,�� , , , 1, ....,04/1 s.,•'' ,. .e d ,i , \ • ,,,,/,i ,„j---c. ,..,err ) 1.r. 11' i. (t, ,11/4..... A ,' - ' . ; + ��T. „ 0 i. 11 t:r J Sii: . , IIKoll < lok „ , - 2015 YEAR IN REVIEW r--_ - ISOM GLOBAL STRATEGIES !'„ I 4_r1311 �WJ' ® �`a.Y 1 -GREATNESS , --N i Something to Smile-Mu: REQUIRES f The MaeafmeL-ager CEILING OUT OF L wnennials Mae, YOUR ZONE AND - j $ Gang mee.,aa Mae INTO THE t''Rr M Le. -.Laugh.Snail-. 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V` F L„_ I, ` w,s«mak.. 11 0 , ,1yrn..�``y 4, - '.:Y � tl�l tV Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the t"4-4f, 4)61,1)41.'11r17:\:' .'' ."_ flG El CITY OF SUNNY ISLES BEACH,and shall not be du licated,used,or disclosed — in whole or in —for ' a "•i P partany /n >+3 ~>� a� 9i, Isom Global Strategies purpose other than to evaluate this response. _..,IF "- f •at r./ '$.< \, 1 .� ^i` . 3� tie 4 q {,_'l} ` ‘• Solicitation Number: 17-10-01 ),1�,�1 f ' 1i 1;,` % ` ;•'.',t_. x i" ,i;,w.*N),, - , , , .v_,N., 4 t1 i1'1 • - ^ice %/ vl,,i , ff. i, � 1 _��,.A , s j 11 .A Ere 1 gal. r HELLO, ..y: 1r ' y } 9714 ..co ' �:,tV, 'f —s - i1618tilAIMOSI8 , " Nsp a ' i ° o ot I r 10, j1:A.,-, ,y- (I* 1 ,. 0',1, f rer *1(\) ' ' ' allilliht- --- k3.4.4----er•A-;44.4,).. - C OJ.IC 0 , .it....,.,. -Z.,...• t / if maks ' Qc } -3�kt ��t \ ti=- • �.. 1 •� 1. I A CHILL IN THE AIR �j (!l } �'. _ �' r Z- II. ` ltd( ,' I . ` ~t'` :)---- i `� • A ... ,� N jy S _ zM.».coax. "F "�;, g moi/ P:,`..-.!-",..2-':;', / �' ?/� RJ l ;,•,-,, `a-'I L..‘•-,-.'-:\'';'. v, ...:-;;%-..:;:',.,-:,�' \ ,,l�`t - ?.-Jilt + ` 1! :ilia 0 a :. 4k, Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the 4� _ r" fl � CI . CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed— in whole or in part—for any ;`fS9.= '14( t t Isom Global Strategies purpose other than to evaluate this response. Lt •'``�L 4, \�� .. -' Solicitation Number: 17-10-01 �,i� i ' ��►t `? ` —y ` p N\ : P 1'1_:-0.4.1 1, ° i lf., t. .. r1;11°41.' o 4,-,f,..' 7 y r - �z .. 1II INNOVATION.SERVICE.EXCELLENCE. iL4& l f '^-EGPLEiw�l'TI i.EIR CAPACITY TOUNDERSTAND `- r l�� _ `r ...,.,�...-. .w..lits THEIR PROMISE_ .s _ts . a..5 ''°' i 1. X1.,1 ... , _:,.111-030,--------- _., L 1 ' � lii .--„,-, a i All' , Y, d _ ff • I k_ ,...„.... __,., ....... ............., ==..-----__7.- '''' 0 :7- -_ _ - ..-41t.,,&..... Section 6: Agency Billings 0 '-,acs -, .-4 ,,,•,',4Ki:411 ,. .:fProprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the �r; �rft.�j �" � 0 �.© CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed —in whole or in part—for any f t" Q I. 1 Isom Global Strategies / f'�' f'�jr ra e purpose other than to evaluate this response. __y� ' \\ 4e •�� Solicitation Number: 17-10-01 /w1F,i� if i ' 7 .I:r;e1t4it . i: 1 1 .1•Of,7r7;,!, ,„:7\_, :\e-, id ,r_ fes, 4,,,r,4 :: ' " ►a 119! I ! :...,1 , . ,', w.;„.„,,,,./ „.-,..„\„:., , ..4 ,1 l Row Labels Sum of Bills Count of Bills2 Average of Bills2 4 Commercial Customers:Exelis 83651.81 3 27883.93667 Commercial Customers:Exelis:Conference/Event Support 2014 51062.97 1 51062.97 Commercial Customers:Exelis:Vectrus Investor's Day 33146.64 1 33146.64 Commercial Customers:Friendship Public Charter School 16270.5 2 8135.25 Commercial Customers:Marine Corp Scholarship Foundation:MCSF-Meeting 103926.8 5 20785.36 Dept of Defense:ANG-NGB 272784.85 12 22732.07083 Dept of Defense:US Army:TATRC 764541.38 16 47783.82375 Dept of Defense:US Army:TATRC:TATRC TO2-ICSPP 2640.7 2 1320.35 Dept of Defense:US Army:TATRC:TATRC TO4-MHSRS-BY 1240915.02 14 88636.78714 Dept of Defense:US Army:TATRC:TATRCTO6-MultiMecia 49072.8 3 16357.6 Dept of Defense:US Marine Corps 967171.76 10 96717.176 Dept of Defense:USMC-Combat Camera 103549.24 6 17258.20667 Dept of HHS:ASPR-NDMS 74861.16 8 9357.645 Dept of HHS:ASPR-NDMS:ASPR-NDMS-TASK ORDER4 34506.86 3 11502.28667 Dept of HHS:ASPR-NDMS:ASPR-NDMS-TASK ORDERS 20556.84 1 20556.84 Dept of H:HS:ASPR-NDMS:ASPR-NDMS-TASK ORDER6 42406.67 2 21203.335 Dept of NHS:CMS/CCIIO 87432.91 3 29144.30333 Dept of Interior:Ft.DuPont SCS 2014 104830.47 3 34943.49 NASA 23462.36 1 23462.36 Grand Total 4076791.54 96 4246637854 0 Row Labels Sum of Bills Count of Bills2 Average of Bills2 Commercial Customers:Exelis:MarComms Professional Services 36554.08 4 913832 Commercial Customers:Marine Corp Scholarship Foundation:MCSF-Meering 144203.33 6 24033.88833 Commercial Customers:Marine Corp Scholarship--roundation:MCSF-Program Books 8946.97 1 8946.97 DC Government:DC PTAC:PTAC 2015 Small Business Summit 20413.8 2 10206.9 Dept of Defense:ANG-NGB:AIRNG01-BTO-OY1 161291.84 7 23041.69143 Dept of Defense:ANG-NGB:AIRNG01-BTO-0Y2 118848.15 S 23769.63 Dept of Defense:US Army:TATRC:TATRC TO2-ICSPP 47000 1 47000 Dept of Defense:US Army:TATRC:TATRC TO4-MHSRS-BY 127830.48 5 25566.096 Dept of Defense:US Army:TATRC:TATRC 704-MHSRS-091 871430.46 8 108928.8075 Dept of Defense:US Army:TATRC:TATRC T07-TATRC Option Year 2 526115.88 12 43842.99 Dept of Defense:US Army:TATRC:TATRC 709 MRMC HQ 68958.64 5 13791.728 Dept of HHS:ASPR-NDMS:ASPR-NDMS-TASK ORDER4 5021.26 2 2510.63 Dept of HHS_ASPR-NDMS:Task Order 7 12684.73 1 12684.73 Dept of HHS:ASPR-NDMS:TASK ORDER 8 26488.9 1 26488.9 Dept of HHS:CMS/CCIIO:CMS/CCIIO(OYI) 39162.59 1 3916239 Dept of HUD:Training Conference 10099.05 1 10099.05 Dept of Interior:Ft.DuPont SCS 2015 123057 1 123057 Dept of State:Annual Report 14211.98 2 7105.99 NASA 13867.28 2 6933.64 The Minority Business Development Agency:Marketing Services 75676.88 4 1891922 The Minority Business Development Agency:Social Media Consultant 49228.8 4 123072 Grand Total 2501092.1 75 33347.89467 40 ® G Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the ,;-!! c Li CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed - in whole or in part-for any 1� Isom Global Strategies purpose other than to evaluate this response. ,11 ,1 • /'i,, ,yam\\ ".ii.Yk1� O "Y ‘.'i.4-::11,,;',1%; r',-',-i'` 1‘1, i\1 ;A k` '_. Solicitation Number: 17-10-01 (11)'Id � f`‘ 11 L` ` rx 1fi ; 'I' - ''-::2.----Y.'.1'i..,..,,_,,,r,,,,,,,:-/:77 h. . iNt fs(� [r i't I jLr1Fl k.', ,'''''l" . $0' P.'1.'''1 1 ' ,1'7.\\\\\k:.,e Id Row Labels Sum of Bills Count of Bitls2 'Average of Bills2 fisl Commercial Customers:Comcast:Comcast Influencer Outreach 10000 1 '10000 Commercial Customers:Gotta-Go-Now!LLC:Management Services 45098.75 6 7516.458333 Commercial Customers:Industrial Bank Annual Report:Annual Report 14360.25 1 14360.25 CSOSA:Strategic Communications Award 129253.31 1 129253.31 DC Govemment:DC PTAC:DC PTAC 2016 29938.15 11 2721.65 DC Government:DC PTAC:DC PTAC Strategic Planning Project 9948.75 1 9948.75 Dept of Defense:ANG-NGB:AIRNG01-BTO-0Y2 165644.39 7 23663.48429 Dept of Defense:US Army:Intellectual Concepts MHSRS 6/14/16-11/30 459450.96 1 459450.96 Dept of Defense:US Army:TATRC:TATRC T04-MHSRS-OY1 213126.13 5 42625.226 Dept of Defense:US Army:TATRC:TATRC T07-TATRC Option Year 2 87799.28 2 43899.64 Dept of HHS:ASPR-NDMS:Task Order 9 28653.82 1 28653.82 Dept of Interior:Carter Barron 2016-Carter Barron 2016-Blues 29252.7 2 14626.35 Dept of Interior:Carter Barron 2016:Carter Barron 2016-Military 25327.29 2 12663.645 Dept of Interior:Ft.Dupont 2016:0 Dupont SCS 2016-Headline 77569 2 38784.5 Dept of Interior:Ft.Dupont 2016:0 Dupont SCS 2016-Jazz 49519.4 2 24759.7 Dept of Interior:Ft.Dupont 2016:Ft.DuPont SCS 2016-Movie 27472.21 2 13736.105 Dept of Interior:Ft.Dupont 2016:Ft.DuPont 5C52016-World 49519.4 2 24759.7 Dept of State:Annual Report 18724.98 3 6241.66 IIPT 2500 1 250D NASA:NASA T03-ARMD 11619.18 1 11619.18 Peace Corps Task Order:Copy Editing for Environment Acti.Manual 2383 1 2383 Solutions Marketing Group:Social Security Admin.Ticket to Work 168750 9 18750 The Minority Business Development Agency:Marketing Consultant Opt.Yr 9.17-9.17.17:Creative Development and Produc 41035.67 4 10258.9175 The Minority Business Development Agency-Marketing Consultant Opt.Yr 9.17-9.17.17:National Marketing Campaign 59480.83 4 14870.2075 The Minority Business Development Agency:Marketing Consultant Opt.Yr 9.17-9.17.17:Social Media Content Developmen 48733.5 4 12183.375 The Minority Business Development Agency:Marketing Services 149840.2 8 18730.025 The Minority Business Development Agency:5ocial Media Consultant 97719.18 8 12214.8975 Grand Total 2052720.33 92 22312.1775 411) • to ...i `j : .11p V. fl (t © Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the IFI '-.,-. ` a>3-'''- CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed- in whole or in part-for any t1 , '' 1� aJ Isom Global Strategies purpose other than to evaluate this response. ,� ..- :��v : '.i-it.- \ '�- ,r'i" e4A10 m-1. '`; z ei � � -- •�It; ,• �� �'�''Sr Fig`-.}�'k�r iii$ .� ,. i1'6' r� A ` g; *-.:.--v-r,, s K L�� _ Solicitation Number: 17-10-01 �1 I ;1 i ,. a I I '.(7'; 4 ,4,1 , V� a : I' OPTif:A ( OA' I ' l ''-k, i t Section 7: Creative Ability . United States Marine Corps11 The US Marine Corps engaged Isom Global Strategies to organize, execute, and oversee community engagement for Marine Week Seattle in 2014 for more than 175,000 attendees. The goal of the event was to change the public's perception of the Marine Corps. IGS branded and designed all collateral and digital assets, such as brochures and a website, and led the implementation of Marine Week Seattle social media platforms for Instagram, Facebook, and Twitter. Our clean and original concept design tied the US Marine Corps to Seattle. By using the Seattle skyline and bold color to embody strength, power, and determination,we achieved a modern and powerful branded-design solution. �� • E �J .� g �' •�, � .. , m-1 t 1, t 0 - „ I ; .. IC :a _ _, MARINE WEEK fir- THE MARINES - .�-,.���.: .:7 SEATTLE t!.72 ARE COMING •,:i3.7-. "t: rk*,-s:', ' r r - ' :• ''-- 1)- �`� COMMUNITY.COUNTRY.CORPS. ._=:::7.:,:-..-.7...:-.E.:7-21-7:7:: '' ., ...Giving the community a much better appreciation for who we are and what we do.' __- RAS a -G .I F.5'= 0 0 0 0 0 imannewee. o o,nw, 0 ira w..a.,ra,tk National Security Council Working with the National Security Council and the White House, we developed an international campaign to support the Convergent Bystanders & Hemorrhage Control initiative. The strength of this concept can be found in its direct approach, which allows for a strong impact. We were looking for an immediate reaction from the audience. The phrase "Stop the Bleed" is short, simple, and effective-it literally commands a bystander to act. Combined with the appropriate visuals, this concept leaves a lasting image in the minds of audiences, prompting them to act should the need arise. 0 {�� Iyg� Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the pi/ '- CITY ® © CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed-in whole or in part-for any ! 4 . -"Pr Isom Global Strategies purpose other than to evaluate this response. - -_��� ., ili Solicitation Number: 17-10-01Wi �r qq- l ' ki,,, pi-7, 'i N.1,:,\,v,47/,‘,4 fbS\v,,,,v4ft.1...,:- , I ) ' '', '.,, l' - it 1. 0 STOP tOG°U_t„l. THE BLEED . ._ew ...•..6.....*•.6...e.-v-id I.:1.a' tti .... Style Gu0 ide STOP OSTOP 8 \ / / / THE BLEED THE BLEED \ ) i .1 t>'‘ \ , � ill ii • • 0.26. o 666 IN: / \ ./ Industrial Bank IGS is currently working with Industrial Bank to plan and implement a multigenerational marketing campaign to increase its clientele among DC residents. Staying true to Industrial Bank's 80+years of financial and economic empowerment within the DC metropolitan area, 0 our approach leverages regional and national events, trends, and themes to establish Industrial Bank as more than just a local financial institution, but as a pillar within the history of the DC community. The campaign concept is based on Industrial Bank's history,and plays creatively with the campaign title, "Money Made Here Stays Here," using a yellow line that goes around the composition and meets back at the Industrial Bank logo. The design treatment complements and brings the message full circle that banking locally benefits businesses, community members, banks, and stakeholders. - -MONEY MADE HERE STAYS HERE.® �.�.-- ., 2,,, ,,,„ ,, d L _ 4 -,,__,\_______, , w \ .t� LF o =-`i �- CREATE HERE 1 t d �1 �#A' ENGAGE HERE] I '— - - IRO/EST HERE.`rt ,,�I .4Y ",_ 1 _ _ �� - • ff r ___ _.v_ _ n -�r_ /l.,.7I:"".. SAV:.. L'L'"' - Y — _-- INDUSTRIALt BANK FOLLOW us AT y OBanki dustnal u T OlndustnalBankll34p OBankHd, strtd uc 1tMoneyMadeHereStaysHere#MMHSH 3 ..--Y 4l'''.1--C.::,.•,,1 -•,-. .... .a j.„4^€..i..} •* ..w�1 ,,,,,'t _., s.Z'.' - - 0 a.l•{'-11,`:1440,11-14 ®'a Ili Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the ,,; ` CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed — in whole or in part—for any ; t' -�l = �4 Isom Global Strategies purpose other than to evaluate this response. ��, ��� L y •\ � ‘ ` I- , � Solicitation Number: 17-10-01‘,14- \ 1i\1AT- 'j>ifl �t�TM ,Y �`4 :,;(w--p,„,,,7-4 (kV..„ -:// , ,-C"( A' itityi , ‘,.,i\/L ,I, /'t :\:"..,, ,r d. d 10 ' f. • , i'' '',),..- ' -44 �.. f i 'P .1.I. ,. g li f 13/ Minority Business Development Agency IGS has provided strategic communication, marketing, and media planning services for the lilt Minority Business Development Agency (MBDA). Tasked with driving social engagement and connecting minority business enterprises (MBEs) to MBDA's national network of business centers, IGS completed a series of communication audits, focus groups, and strategy sessions to establish MBDA's "Where Businesses Come to Grow" campaign. The campaign's design solution relies on color, shapes, and typography to establish a sleek, modern, efficient visual for a professional and corporate audience. Based on a theme for each month, the campaign collateral varies in color according to what best suits the topic, but holds a consistent overall look and feel from month to month. _ The feeling you get S I t\I l"f when you made it happen... }'� a 44)) �`^`'T /l/�1■■ a , 1 ACJCJO\/1I�LISI ',ill SVCCFSS 'N ,/ ._.'_`� .> s ,� Ia, -- $ ', 1 o<, rte''.: ► J ;i i, d .cn-.., o.... .�.e �`'` ire.; t--' .a4 ""' � -- -ti___ .., — 0 „=,-7.-Zr,... 6 12::=:,:"--- - -_ a ` c whereeaslto Grow rKsses e s SUCCESS ` &_ 1 t Come 77 4 ----tv: _ Vise MBDA Bustness Carders Age m r" t 0 'a 'Cr**\Lt' 13 Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the !i!! -i': fl �,© CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed— in whole or in part—for any ;Pe5%0 -,.. Isom Global Strategies purpose other than to evaluate this response. �-'}'� ki/("\jel ,Z- .'' WlitSV-Z-V. PM.7. r'-!., �t 13,-,f,,-1 ,\-,-, 7` Solicitation Number: 17-10-01A,—„=r.i-.-_.o.=-r---,',,,',,,a i1-' af"Ei, 4 ' ‘ 1 ." / �� 10011 1�, i.I �'' ^�, �I� ' IIi. //AA//.. i ,.,=. ��__ A , FI +� ' Iii �., I I1 > ' Section 8: Strategic Thinking its Sunny Isles Beach has the growth potential to increase tourism, business travel and destination weddings through strategic communications. IGS has the experience to build awareness of the multifaceted attributes of Sunny Isles Beach and leverage the location to attract a diverse group of target audiences. The IGS team has successfully executed integrated communications to engage stakeholders and spread awareness. In working with the Minority Business Development Agency (MBDA), our team hosted a series of focus groups to better understand messaging that resonated with minority business owners. IGS was able to determine emotional triggers and understand how business owners make decisions. The findings from the focus groups helped our team create the "Where Businesses Come to Grow" Business Center campaign that focused on providing content that tapped emotional and rational insights of the target audience. To ensure that effective and intentional strategies and tactics are developed, the IGS team initiates each project with an in-depth situational analysis. While we have research experts 0 on our team, we also utilize outside resources to expand our reach. In 2014, IGS was responsible for organizing, executing, and overseeing community engagement for Marine Week Seattle for more than 175,000 attendees. To get an idea of how the public felt about the Marine Corps, IGS conducted secondary and primary research through Gallup Consulting and Hemispheres. The findings were instrumental in the development of strategic pitches targeting specialty media and identifying unique Marine stories to pitch. During Marine Week, IGS organized a press conference for a USMC proclamation ceremony with Seattle Mayor Ed Murray and Lt. Gen. John Toolan. The IGS team also organized various speaking engagements for Medal of Honor recipient Kyle Carpenter and an extensive roster of general officers. During the event, IGS secured 84 media placements with a reach of 3,633,856 people. Often, our clients have identified their target audiences; however, there are situations where research reveals that those audiences do not align with an organization's strategic goals. During the situational analysis phase, IGS executes a series of research tactics, such as a ZAG 17-step process, segment matrices, focus groups, customer surveys, and a business model canvas. Research findings are compared to organizational goals to ensure that resources are allocated to the appropriate audiences. Recently, for example, we worked with a client that was focused on attracting Millennials, but based on research findings, we advised that it was not worth the investment because it would not directly impact the client's strategic goals. ® Once the target audience is determined, IGS recommends the most effective communication channels and mediums. Media outlet demographics and global social Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the ' 7.(?,6444:• ® � ii CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed — in whole or in part—for any 41'..4:7 Isom Global Strategies purpose other than to evaluate this response. .3••jr ei/'�, v\\j';•.`^` ' % �1 Ms ' �. �' K--,Y • t, l.%7N,,* Solicitation Number: 17-10-01 II f, , � ,lip ,. z,„�—, - %'y 'IP 1 '-,2,;-A-t--1-1.40:*\\*.;4r1,:';FL'/, '''''7,;‘, -;A V i:-... ‘\.,‘q,,(4 \,� Th YA ]~ 1, t �� ,n��1 ,I,� '" ,,^. ,E 'Y,,,1' ill , --,-\_ :, 11i. ,:\q.--.5,---.%----,Ni- r il ` r I 4 I,, ' fi . ,I t 1. s. media statistics should be considered when selecting platforms. IGS compiles a list of recommendations based on the target audience insights. Data-driven insights are required to ensure that the strategy is relevant and targeted in order to increase conversion. In working with MBDA, we recommended media outlets and social media platforms based on the psychographics of the audiences. Based on these findings, we were able to place MBDA in several targeted publications. Below, please find a placement with Latin Business Today. Scale Up to Keep Up SSSIISS Sens I:=eon r m ..A . {31r---1 Ste? SCA!_.!' 67, TO KEEP 4_ � , !• r / y 1'. ` •sans S•Sas MASS sass,v.ess•as..ear assess.was, lto rew mom.e �' ? ��' rvra.sarp.ams seseas seMsIn p. .s/'0.' 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Ss us a a oenms.»+rmae Sem..Owns,se:sass OASIS sass •.. 1 wearer.4.tea" oceen � ' �'� 1 Crap—r oras m+me.sew=Oft , 44.9 is YY V y • '„. 0 Xr 1413 { Diversity/Multicultural Marketing IGS understands the importance of building relationships and establishing rapport with media partners and stakeholders. We bring the support capability for SIBTMC to conduct an integrated outreach communications program designed to proactively educate and inform all SIBTMC stakeholders. The IGS team is experienced in multicultural marketing with the goal of demonstrating the diversity of our clients. In fact, IGS was engaged to create momentum for Comcast Xfinity's multicultural audiences in the Northeast and Mid-Atlantic markets. We initiated a series of campaigns that engaged audiences by 1) hosting contests that showcased cultural 411 experiences on webpages—each winner was featured as one of twelve profiles on Comcast �i .....,144,-.‘-'; to ? e Proprietary and Confidential This proposal response includes data that shall not be disclosed outside of the s,`., "-�• '` fl � el CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed—in whole or in part—for any �4lr.- 7'I L.. Isom Global Strategies purpose other than to evaluate this response. " NT'��,+'' 1''\..\ �,t Solicitation Number: 17 10 01 '.j�t 31yf#Ja l; tr `z„ {� . --.,.*\k- ,‘ \i.---,:2_,-: vil,- .--A----,--v,.:47,<- it\\itr:',-,,,,74, - ifl°1 , s,"i ' ,..i--\\.,vi / '. A v',-,,1140 il,, ::: , i, , ,„ n;,, A i-,\, '... , A networks; 2) creating an experiential festival featuring cultural celebrations such as food, . dance, and other cultural demonstrations; and 3) building a database using television and print ads, and an aggressive social media presence based on racial demographics to create cultural networks. The final 2016 campaign included Community Engagement /Influencer Marketing for Comcast XFINITY, in which we recruited 20 leading mom bloggers in the DC metropolitan area with the potential to become Comcast advocates and attend an invitation-only "lunch and learn" featuring an XFINITY learning lab with hands-on demonstrations and a parenting discussion moderated by local news anchor Eun Yang. Successful in-person engagement resulted in the influencers creating credible, trustworthy content on their blogs and social media platforms to promote and boost visibility of XFINITY products and services. Establishing brand ambassadors within target demographic communities is an effective way to establish credibility. NB,- 41, ri: 1,7;775) 1 ', .-.\...._ ..., ' , a f-- ---'r _. --i---r----; :r , -0.-- 1 N' 1 \ oil ONE NEW YORK: ONE C®MCAST, ONE'NEW YORK:-ONE C«OMCAST CO MAST q r '` . "COMCAST`- alammaem CULTURE l .,.& . ..f ._u.LTIURE. _�',jo s', I . C«ONNEC�T^ION. 'ter ;): ,' ' ,1 CONNE;CTION'° Y---4 ,./it, COMCAST, `��" COMCASTo _' r l ,.mi 6: 14 r. mollsoum�QE4� 1 ',.d! !A al - -\ 1,a.- x "i:�_ ;7:4;;:'-'',- a� 1 {.71�I mmiro .� �ry va c-. ,, . T ,_T eu .' A ., 11 4 �}yy��,' , ,,, .... , '` �s � mor Clv z toa13 COMCAST ...._,..._.•_ �_.___:... CCAS 1& v: a ,_•H: =="4""="2" -i Below is a sample marketing plan outline to diversify Sunny Isles Beach Miami: 0 Goal: Generate awareness of the Sunny Isles Beach brand as a destination spot for family- friendly vacations, weddings, watersports, nightlife, and corporate events. reality'3. 0443 11 Propry Confidential This proposal response includes data that shall not be disclosed outside of the f ` P ; CITY OFrietaSUNNYand ISLES BEACH,and shall not be duplicated,used,or disclosed— in whole or in part—for any 4/4; 'ST Isom Global Strategies purpose other than to evaluate this response. t " , ,5, ripp't' ,„,p::„,„ A .?q,. Solicitation Number: 17-10-01 r11ir '°' ,,q . \, w,'-'----.\70.:5)-I” - - ,, --,d ,\\ ,.,,,,IITri, A 1jII ?�.^cam to' 1 i li. IIp \� '- / r` .6 Y , Strategy: Demonstrate the diversity of the Sunny Isles Beach community and secure global ambassadors to increase tourism by 3%. Ara,' Audience Details: • Age: Senior Millennials and Generation X (Ages 25-55) with a household income of $100K or more • Interests: Gay &t Lesbian Travel, Arts a Culture, Special Events, Cuisine, Heritage, Family, Travel, Destination Weddings, African-American, US Hispanic, and Business Travel. • Location: United States (emphasis on the West Coast, Chicago, and Texas), Middle East, China, Europe, Latin America, and Canada Objectives: • Secure 2 brand ambassadors in each primary market • Earn 12social media features on diverse travel sites, such as Travel Noir • Secure 2 annual TV broadcast placements to showcase community and culture on networks such as HGTV, Food Network, TLC ("Say Yes to the Dress"), and British Broadcasting Corporation / BBC("A Very British Wedding") 40 • Generate 3 audio PSAs promoting large community events, such as the Sunny Isles Beach Jazz Fest • Create 1 new specialized experiential marketing event to attract a primary target audience Sample Campaigns: • Show More, Tell Less - Focuses on the LGBTQ+ community and promotes Sunny Isles as a destination for the perfect weekend getaway. Sunny Isles Beach will be promoted as the premier location for affluent Gay and Lesbian community members during events like Miami Pride Weekend. II .4.4,,,h • r: „,..„„i_m_... „ ,�,. / .. i, it Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the y',.frig4`` : fl � gl CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed — in whole or in part—for any f �!” ... Isom Global Strategies purpose other than to evaluate this response. _ f , � ` Solicitation Number 17-10-01 I J'rir 1 ']�j,';:1;4,-16 i, , '1\ -T-',, , lit 1,‘ - ,_ '' f i#'. 'V'rifri ';*::‘\- \Viii 4 4 ,, % , ,,,„ ,,., . , 0„, ,, No , . i ; , / . Ai ,4A r .,, P.•, • 01 1C� Is Y • ` S . ,--`4.� - y . .,1 ' , •. ;.:I.1..„.._r.,....„. .• .3'-'7.7,,,..---.-:" .V,::'..-:.:".::..1 r...:1:s..'....-.'',. LOVE IS TOO �,� + . sn \r" ;+ 20 BEAUTIFUL :.''t, 4 «.'�'`. /a ,f aTO BE HIDDEN ., ° e - ,--4.--41;,-,i., - �.; SIN THE CLOSET. t. ' s3 x . v r.: h TAKE IT TO THE , F ti ?. a �- y •� 4, M .� ,,.E.1„.._._,jt BEACH. .r;. ,� �. . ,: Vistvwvwsbf.net t`+fi :; e_ e� t .4+. .. ' .� BILLBOARD.MAIN COLOR-ORANGE 9 1 - Ci CLOSETS I--r P-..‘• C�FOR #CP 11 ,; CLOTHES. BEACHES ; e�► t d yy c lii .. CID FOR ,, ' . fi`"/I ' BATHING SUITS. - -' ,r°I DIGITAL AD.MAIN COLOR-YELLOW �_-- CHALLENGE NORMS AND CHANGE THE WORLD. _ LET'S START AT THE BEACH. Vied w.w..sibl.ne- BROCHURE.MAIN COLOR-RED Campaign Concept is Proprietary to Isom Global Strategies(IGS). 74 Circ --.-:,'15,...''•':,..-•;,:„ ,.. T g f.- =r - 11 .!:„....- , - . _ - _ . , • itisam..1„- t,.....f„...‘..4_,.,1...,-...i.ii ,;.1-1:2-iiii,-*-.11...4.4,-,•.4,2is --15,-.i.-7.,.-.3-.-..7- -_,..-.,_1.7. .._,:...., . . - ., _. _. -, ‘1.4..,....:::.7- A O © Proprietary and Confidential This proposal response includes data that shall not be disclosed outside of the Oilipi , FI!s d /: CITY of SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed — in whole or in part—for any l 1j Isom Global Strategies purpose other than to evaluate this response. •.- -' r 1 + iri,-, ' N t,, Solicitation Number: 17-10-01 11?= , r%� ;‘ r ',-,, i-‘\tif:417,7i . . r 0,i... , ,,\, . , ..... ,_ ' ilith,;,-Rii7,, . i-.,A.,b ,,w/,‘ t' e C syt,,*\`4-.4,,,,4 • 'I, : ? pl P y 1Vyy. Itcti i -- I � Vii•• � Cr", jV�y T' i! WE DIDN'T CNOOSE TO BE GAY. 4. WE JUST GOT LUCKY. (// - -i047 }��" ® MICRO WEBSITE.MAIN COLOR-GREEN nUn a 5. ts,..-, 46 MARRIAGE ISN'T BETWEEN A MAN �i — ' f- J� AND A WOMAN; çj-_i BUT BETWEEN x z pi Love AND love. i t ' l �� ... BRING ON Txe LOve lilt 41ItlW ' Lift' _ Mil wwvisibanei 9 1 ,Ai`if.. ifi woe Siam.xere. -.:7;227-:". Le VA POSTCARD.MAIN COLOR BLUE � � C Login APP.MAIN COLOR-PURPLE Campaign Concept is Proprietary to Isom Global Strategies(IGS). 0 .-1 44'111 Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the , s% l fl,� © CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed—in whole or in part—for any Isom Global Strategies purpose other than to evaluate this response. 7r` f .• a �\ ��i /f \'�Q V. ..-'9'.-*:'.Sk t r ,11>I i t k �1r�� Solicitation Number: 17 10 01 (11WI 9lfij$11ji, j � '� k,,, ,,,,-40 ltihrl's::,--. 9,t.kAlk., :j*,11.1A Nt\Tif, 1 '' : ti t ' ' e '• I\':...\, /* a,s,... °FA /11 11 / gyp. • Wake Up Your Wanderlust - Build relationships with senior Millennial influencers to position Sunny Isles Beach as the new destination during high-profile Miami Millennial-focused events, such as Rolling Loud and Funkshion. The promotion should also focus on beach and ocean activities, such as yachting and liquor tastings. Campaign microsites should be developed to attract and engage this demographic with collateral materials and vacation testimonials. • In Sunny I, There's More Than Meets the Eye - Demonstrates the aesthetic attractions of Sunny Isles and entices mature professionals to visit Sunny Isles Beach. The lifestyle should be promoted as a quick weekend getaway. Tip sheets should contain attractions and events to meet the needs of this demographic, such as cooking classes and spa treatments at local hotels. Key Performance Indictors: • Percentage of aggregated rating site reviews; brand sentiment; impressions; website visits 0 Media Relations IGS has identified an experienced Senior Leader Communications Team that will work in tandem with team members across SIBTMC Strategic Communications to ensure one message carried through multiple mediums by many voices. From crafting key messages and speeches to preparing presentations or joining senior leader meetings, the IGS team understands that SIBTMC has ongoing priorities. Ana Polyakova, based in Fort Lauderdale, has more than 15 years of strategic public relations experience and will serve as the media relations manager for the tasks outlined in the RFP. Through her cross-channel approach, she effectively integrates media relations into communications and online marketing campaigns by placing articles in the Miami Herald, Ocean Drive, and other local and national publications. Prior to moving to Miami from Washington, DC, she ran media relations campaigns for Level 3 Communications, and successfully pitched and secured positive press coverage at major national and trade publications, including the Wall Street Journal and the Washington Post. Our managers all stand ready to: • Attend all senior leader meetings that require communications support. Submit meeting summaries. Identify communications targets of opportunity for media 0 engagement, internal communications, strategic outreach, and social media postings. Exercise creativity to communicate a wide variety of stories. �c :+ . ,:tom- 4 i, ,� -,j111441. � ft all9 y,• ((t�y� Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the 24004-0. .Vii. ` ,_, - r ® v ® CITY OF SUNNY ISLES BEACH,and shall not be du licated,used,or disclosed — in whole or in art—for an 4142:1 P P Y Isom Global Strategies purpose other than to evaluate this response. ri ."\. ., UCS . • •c ,, - Solicitation Number: 17-10-01 a'? if !'l , ) r �� ; (if /- � 1��Id �,..� Imo. ,rr• �/#tliNnir' P \f �� // ___;:iii ),,, 044 {ice. . 4 ,) ,, , t -, --,, I' t x``l, A, f� ;,. ✓�' �r f `� , , 1• I riff * �� F i�� pl1 • Research, develop, write, and evaluate strategic communications plans based on -i-is specific target events or activities. Coordinate strategies and tactics. Develop milestones, deliverables, and timelines. Provide updates on the status of communications plans. • Write senior leader talking points and other collateral materials. • Interface with subject matter experts for response to media inquiries, long-lead media pieces for print and broadcast, media training, and other communications targets of engagement to effectively and in a timely manner communicate their messages. • Lead brainstorming sessions with key subject matter experts and communications team leaders. • Develop key messages for senior leaders using pre-designed templates. • Conduct leader briefings to provide status updates. • Maintain the campaign specific web presence with current and pertinent information. 0 • Translate complex issues into talking points and other forms of communication that can be used by SIBTMC senior leaders, stakeholders, and advocates. IGS continues to build relationships with key reporters locally, nationally, and internationally in the areas of the target audiences' interests, accessing niche contacts across mainstream print, online, TV, and radio outlets through our company subscription to Cision Media Database. Furthermore, we will tap non-traditional media members, including authoritative and influential bloggers who could provide digital exposure to target audiences and stakeholders. As part of the program analysis, we will develop messages in response to news or events concerning Sunny Isles Beach and will closely monitor daily media to analyze the reach and impact among different audiences. It is our responsibility to consult with SIBTMC regularly to provide strategic public relations recommendations. Our media relations team will develop press releases, press kits, FAQs, talking points, messages, and communications plans for new programs as well as for areas of interest and any sensitive issues that might arise. We will ensure message consistency across programs so that no matter what a particular campaign is supporting, the messages and outcomes support the greater SIBTMC communications effort and mission. In creating media releases, it is an IGS best practice to execute the following process: 1. Interview and meet with contact person to get highlights and insights for the press release 2. Write a one-page press release • 3. Draft press release and send to internal editor 4. Send edited draft to SIBTMC for feedback Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the ; ti, lita,g1 CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed—in whole or in part—for any ;,/,41.04,2941v Isom Global Strategies purpose other than to evaluate this response. tir�� ' q,,:, \\\;----- Solicitation Number: 17-10-01 1r' /, °i - �, --=1 -1 P.----1'...„--, ,LAAii‘i,,:fi<i:',K,, ,frs,,,/,- -,--= 4 i f4,,,,,,„-,v.' ,,, v,.\_ 1 40�lf4 iI -1,-- o .l if r r1 xli:,1/4_ 41 1 „ y 5. Incorporate SIBTMC's edits 6. Select and download photos, as necessary N. 7. Issue a Creative Request form into the internal system to have the Press Release designed 8. Load the press release into the contact database and issue an internal test, if initiating a large blast 9. Issue a test to SIBTMC for final approval 10. Distribute the blast based on popular open rate times (Tuesday, Wednesday, and Thursday and only at 11am, 2pm, and/or 3pm); lists are segmented based on time zones. 11. Generate social media posts for applicable social media sites 12. Post press release(text and downloadable PDF)to the SIBTMC website As a strategic marketing and communications firm, IGS maintains a current database of international media influencers across a vast list of topic areas, industries, and media outlets. In working with SIBTMC, our team will recommend outlets based on strategic objectives. IGS updates media lists monthly, and make it a daily practice to build relationships with beat reporters and to update the master list as necessary. Additionally, our team routinely monitors competitor placements for locations such as Coconut Gave, as 0 it can reveal new media contacts or outlets that could be useful for future campaigns. The niche master media lists are placed in a secure file-sharing system, typically Dropbox, so that the living document is accessable to SIBTMC. A sample of IGS'Canadian media contacts 0®® IGS Canadian Media C0.9bttl ,.•••�•, sworn au ort s.ru.. w9e. Caron Com caaa C.e 96mr.yy9.oa.e.2e.. En.. r_>./N+Kaar [1......".. cernaura ea mN. v6rm.G.b. vstra:W'ecvd wem.6aeev- .:0,182 MP ,ccuoi V ,s Vrxa Ie G.a rvanusrpv>Q v.utbw R-icvn Maps. Wan YautonsNeo.p.r<Y.amn .a Yn V...•.V ep...i Ana t FRerraIntr.ihVvie: .e>l/... rfph/Ypa:trre:p'mlR larrver. Cona-er Germ.iniem v.aharas .au,1•1eorry t lGa......Ann t6eaay,lm+yir.wlW Kam.= Y-.. .ram. ?ao�.a.. rr.nvu.-4+m* lneuh:vaev.Gwan Ss<vte..:nx.a/.n Uyeaa V.orwe Gmu Gnvav+, .O eler.+e+ebooravnmmmtrm-15:61 AU NO mtpvr 1.096.94 ldest.:Ns.SmWrrvts.1ramt m auvaews e ,...e 6se 9ee�,e,rbe,..lpo �.eer_�,p.s��..r..a eee.6-wee mevEamrr.oar .4mre Om.kineolni-Ca* �.er�eer=� .:u:.19Yazs: any szazs 6V e-ru sae. 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Sm,..Ember:wwrter...: �1<41 Ys1n6 >v 0 ed4447.1,lr A f 4.11.W.,..O. tOZWOPM Vs. iev E-.v. :oen'.>.en[ ..rmtp uwaene.m.U.0 U.e Eera�Rer (aeC+be-.+337. r. .1 1.96.3 Vapv.e samen.vwpPa.mn <lq y4.26H rt. .*41111*, . 4i, G Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the j,; ' +�' ' i ® © ' �' CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed—in whole or in part for any �, �> �� 3! Isom Global Strategies purpose other than to evaluate this response. i-'�j : d! �qC ' '®` Solicitation Number: 17-10-01 J'% � � 1'l r� .,x � ` .41;;1101‘11‘ 1� ���e h I/, d( file ' , :„-i *-- ® iD il r ^ ,:iii '--)i-•4.4.--p?--y.,,.,,„47:4,-(::/-ik\l. :,„,,, „...,/, / I, B � :1; L • •.;�.lk . ',.I,!' ;1 l , i ,ti ,OP, ; . ti . t ft- a r e A sample of IGS' Latin American media contactsNii pc, IGS Latin American Media Contacts saidapan silt Name Last Name Outlet Contact Toyc Contact tale Mese trEe Carie Topic Ental Anon Nome>a t Orc/anon Cos,enl M3. Ounce sumo Gan Cala„ Trawl Edgar Magazine LrrN ptxWcgPlsswettaema •511551516-dtO//e.a. 160,000 Mvo Ms. Caren Gonzalez 9EEORMa Travel travel Repo.Sail Newspaper Suness;Otb,Cuban car.-en.6onzaleznOrelorntax.52)551561n.o1/wsw. 131.625 Meeko Sreslin new,Regional news,Travel,Business. Ms catMme Stanley O6amo Tim Topes Sports.Entertainment and Seal Estate. Editor Magazin Treses eats.,,. tnarSyCS nnnrct .1506)400-Ixtlz//teew. 210,600 Cows Rica Mart Gun Glamour Me Travel Esentor de v,Magazine Celebrities;Vests*gamactOnacoM6aan .52)55)506 I9:.//3,4nr. 130.650 Mdk0 Roberto Gutierrez Pain Aire travel Ed:or n ars Magame ...ernes;arts 6 Entertainment;Food;(restyle;Travel;Glume totE://ww. 120.000 Mails Mr. Gabriel Babadhla Euala airline lake: Editor Mapene Travel mmadsaPgvneteanara •51155)SI6'Mtp;//aww. 110,030 Wako Mr. .ye tare E.tibior Tourism ialrrsm En.sea,...swam Technology;Femme;i atde,.2001Ppvitmm .52(55)511M.v//w.l: 90.000 Mexico Mr. Taavm ire), Conenuone Meetings 6!amen!¢ Eda.,in One Magame Me Juga 6 foments edabl4meeMPmevm.rd.521525)55 Mtp//www. 60,500 Mexico ML kn.. Garbo oto Odtse Ir tdestyl;Trapel Editor in Ono Magazine Entertainment ,essicayrbannoppupomed:.52)55)9141 Intpl/ww: 26450 Men. ALL Beams Quintana? Mexico Deo recnsm Oiec:ora ed?Magame iaumm;Mexico Sq+raanarPn desmsii.52(55)526 hard/wre. 25.000 Wilco A sample of IGS' European media contacts 0 II®® IGS EuropeanMediaContacts Baa.®r a..e B Name pial. rerar ra Fant rwe ..uW za con ra una4 wa. -...•ee vd Coslav raniva W Wars. taxa .ea., rra..cm.sa.... WW2.Yew Ce..............-mar<AA .....rus crit n.h...m.aa uneta w%e..WOLIN . W seas am B... .Yule,.NY. ye m ur w.e.ma aw Ne.. erYm!Y� ..10215121.19r .. 46+n 4•ea3t.weMrrp.Nda T. nerhvv,..nan• m 5s:_darc W waw %Wawa Ws. laNN.w. •Spe.1..en d.......Mw ws aW motts/.sa. -,401Ma15n .p......w,co....e Cr..-. W. a._ bra vaw1Fe•ami www %exec ..rats LOW... w.Pameaer Nose.*-.001>•Ysys ua.1.(dom W to Sam. New-erre Nap., Waaaw Om ....A.G..Mt. ssenu .rse...MO 31_3® L..../s, W. c.+ 4.eao.aa 3.. w._�• e,wa Ciao ra.wspm awaa News r.w(.nw..... .1141.1155 e1.q can*.mina Nm _. 5. 55.++mµ vae..vm.Lee. w.. Feu rye ss. s ..eeaaaµe_e,nr.OOAS54551Y ,awn3,..aa• W. Stw. ... satrmar,stale. .....wrtv Da.!N.. Wand Na.Y....s r..../1.*•11212)SW,S1S 2>1•••••+m,can amu. H>955 els.waw,.. 4a-em. 4a.1..msm w 13A 1413®4 x_ulsrn W▪ ,waW ]Wwn vCiduE e.v a,a.ar E+a M.ca Wµ4 a.e4,Yew va la.= •3311,441!74!! ,.m Media Reporting IGS believes reporting is critical for assessing outreach, media and promotion activities during the campaign. The report shows us if the media strategy is on the right track or if it needs to be adapted to ensure we are meeting the objectives of the campaign. IGS provides the City of Sunny Isles Beach and SIBTMC 4 quarterly reports. We create a numerical breakdown by media types: broadcast, print, online sources and social media. IGS uses an online tool called CisionPoint to track all agency generated stories and any other mentions of the City of Sunny Isles Beach. CisionPoint provides IGS with real time alerts so we can continue to track the strength of the campaign. We set up our monitoring system with key words. In the report, we include clippings of articles and customized charts ® and graphs. The first report contains the analytics gathered during the first quarter. Further comparative statistics will be provided in later reports. _.. ;war:.:,:. `,, ®e� © Proprietary and Confidential This proposal response includes data that shall not be disclosed outside of the ./) ' .._ , CITY OF SUNNY ISLES BEACH,and shall not be du licated,used,or disclosed—in whole or in —for � " P partany 4/41.-1C.411 Isom Global Strategies purpose other than to evaluate this response. _'-'�r :.i ii • ` ' t C,%��+.,-4`'`` : �p � _ Solicitation Number: 17-10-01 if--%9L It',.It\ -.77, , ,i w ., fliAl `Z-'';‘''.e'll° 111,1 , ill' 10j kk'''L, NI , q, V T�, ; V4 CisionPoint allows IGS to tap into its partnership with LexisNexis. This gives us access to extensive print content, covering national, regional and local newspapers, magazines and journals. We can keep track of every article published that mentions the City of Sunny Isles Beach. IGS also keeps track of the thousands of websites on the internet. We provide complete metrics for all articles that mention the city. IGS uses numbers to separate the mentions that align with the campaign and the ones that do not. Our monitoring tool provides IGS with built in media player that enables us to quickly edit clips talking about the city. The IGS team can then use those clips to promote the campaign on Social Media. IGS also pulls analytics for Social Media. In this proposal we suggest that the city utilizes Twitter, Facebook, Instagram, Snapchat, Linkedln and Pinterest. IGS will track page interactions,top posts, engagement, shares, retweets, impressions, top viewed videos and user demographics. Strategic Alliances/Sponsorships IGS' 5-step alliance-building process offers an effective way to cultivate partnerships with grassroots organizations, companies, media outlets, and local government.The process has • proven successful with both government and commercial clients. IGS has supported outreach communications efforts for the US Marine Corps (USMC), the Telemedicine 8 Advanced Technology Research Center, and the Air National Guard. For the USMC, IGS oversaw key projects with outreach efforts for Commemorations and Military Appreciation for the Division of Public Affairs in the coordination of various commemorative and military appreciation events, including the War of 1812 and the Korean War 60th Anniversary Commemorations. We also supported "The President's Own" Concerto Competition initiative by developing recommendations for outreach and the production of promotional materials. On the commercial side, IGS has identified and forged new relationships with local high- profile organizations on behalf of Industrial Bank. We maintain the following best practices when building partnerships: Stage 1 - Identifying Mutual Objectives: How will this partnership benefit the campaign, and what can we do to ensure that the results and outcomes are measurable? IGS will work across mutual interests to foster relationships with SIBTMC entities, partners, veteran service organizations, LGBTQ organizations, multicultural organizations and influencers, wedding publications, family travel outlets, and the general public to further the SIBTMC mission. Stage 2 - Research Potential Partners: IGS will research potential partners whose missions and goals are similar to those of SIBTMC. Based on the partnership categories outlined by SIBTMC, IGS will develop lists of organizations to target first. 4111 Stage 3 - Identify Opportunities: IGS will identify opportunities for SIBTMC to connect with potential partners. We will leverage partner relationships to increase the reach to our -x • Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the ,114,E , ® Gs el CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed—in whole or in part—for any : 6�`' '` , Isom Global Strategies purpose other than to evaluate this response. _ _•�? I * PkW •wf� Solicitation Number: 17 10 01 l /i� ie4 f�� �" ' iv, mot- . ,.-<' 10:1 ; ' %-1- \:yrf,g(d \It,k 1:;:rpt ,1' W ...., ) IIM , I t". _ .;i-illi f i, I, ' ,I I,1:. -,...i,_-3,„... ,..,–;,ri, ;41 1 ;/ 1 4. target audience through the partner's programs, strategies, and materials. Using monthly themes as one planning factor and a campaign-style approach, IGS will implement proactive outreach, leveraging the benefits of the Sunny Isles Beach community. We will work with editorial calendars for target areas to develop an 18-month planning calendar of events that will enable SIBTMC to make use of communications outreach opportunities. Stage 4 - Outreach: At this stage, IGS merges SIBTMC's and a given organization's common objectives to create a pitch/proposal and solicit buy-in from the potential partner. We will work with the organization to create measureable outcomes through tactics like communications plans, media relations, and content and web support. Using monthly themes, IGS will provide campaigns on the selected topics directed to target audiences. Stage 5 - Relationship Management: IGS uses mutual promotional opportunities to keep partners engaged. We create plans and continue to engage each partner with ways to co- publish articles, sponsor events, or conduct similar outreach as part of our campaign. Crisis Communications Our team is experienced in managing internal and external communications during situations that can impact the reputation of our clients. Our plans not only focus on media relations and communication response, but also detail guidelines for rapid assessment of crisis scenarios and strategies for responding to situations quickly and effectively. The plan is created based on the baseline research conducted during the contract start, which enables IGS to predict crisis scenarios based on the City of Sunny Isles Beach's geographic location, stakeholders, and political climate. As a best practice, the IGS team revisits crisis communication plans annually (unless an industry requires more frequent assessments) to make revisions, update our list of media contacts, and ensure that all information is timely and relevant. Our goal in crisis management planning is to establish a roadmap of procedures for dealing with crisis situations, ensuring that leadership and staff roles are well defined. The objectives of the plan are to clearly direct applicable SIBTMC leadership and staff on the process. Specifically, the plan will: 1. Detail the process for effectively assessing the situation/crisis and determining the best plan of action. 2. Outline the process for briefing the leadership team on the situation and required action. 3. Highlight the roles and responsibilities of the response team. 4. Provide strategy to communicate the incident to the media and minimize rumors. 5. Restore order. 0 6. Outline responses to scenarios likely to impact SIBTMC and its staff and stakeholders. 1�iC -4;://11,..Fq re, r �gfz' 'y + • Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the %f'e ';fr, `r l� CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed — in whole or in part—for any G 1,1 11 Isom Global Strategies purpose other than to evaluate this response. iv''ir ii'' �� "ri - �G. + \\ lit er. rte`,-'{'/V .1.,A •; �} ".\ , ''=_ Solicitation Number: 17-10-01 411 4-- ,ili,'JA ,... J4 _,, VF:,/,itit , I. iiii.:,'W il 1 ' -..:., .---0 0, , ,I, (, tk,, 11„-,„.., __,I ,4 a 11 . , V ..,-- - 1,01P,/IV ‘,,,...N.‘,:fre:,i, te This year, the IGS team provided crisis communication planning and crisis public relations t. for the Court Services and Offenders Supervision Agency (CSOSA). The agency leveraged '' our firm for quick and calculated responses to key media outlets, including the Washington Post. Our agency also quickly secured appearances for CSOSA's director on local influencer media outlets. As an IGS best practice, we recommend and provide media training for any spokesperson, especially during the time of a crisis. Therefore, we provided CSOSA's director with media training in preparation for the media appearances. Due to the baseline research and our breadth of knowledge about our client, we were able to generate internal and external talking points for the agency within 48 hours of the crisis, which allowed CSOSA to become an active part of the conversation to mitigate the issue. =SAY.1 t©1F'11117M 6a,rat Ji arATEVp.A *aDSA NEWS MEDIA Research Plan ENGAGEMENT PLAN 0 :..1 .11. , i '.-: j... ..L. Sales Calls, Media Visits,and Familiarization Tours To develop relationships and foster buzzworthy stories, the IGS team remains constantly engaged with media personnel and stakeholders. In working with international media, time zones must be at top of mind. It is an IGS best practice to establish a toll-free 24-hour contact number with an answering service via Grasshopper. A centralized number is beneficial to our media relations team, especially for international media contacts. The international calling feature enables contacts to place free international calls, which empowers a US organization to build upon relationships in places such as Latin America, Europe, China, and the Middle East. The Grasshopper number is also instrumental in streamlining sales calls and organizing media visits in SIBTMC's targeted markets. Our team's ability to position messages will contribute to effective sales calls and the securing of media visits. We understand that both media and sales calls require ongoing follow-up; thus, the IGS team crafts strategies and messaging based on the phases of contact in the sales cycle. All messaging is sent to SIBTMC for final approval before 4111 outreach efforts, unless we are notified otherwise. Once media visits are secured, IGS ...,s14,0 .., Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the .-iii-1,147;r:',044,,.re!,, . ® gi CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed—in whole or in part—for any al Isom Global Strategies purpose other than to evaluate this response. 727 4. _ 01 �� \\ ,..�E�,,q).-..s.. Solicitation Number: 17-10-01 ,,nA'4,l 1 illi liar '" ,,,,`,_,1,,;,-_u-,.__,'/ ‘\ y_irviffiti r i'" i A!1 II f� 9f.„ `tet, ,,,z r` , a tfr i Y. proposes itineraries based on the interests of the media personnel—the same applies to the familiarization(FAM)visits. i ,. Not is IGS equipped to organize and place sales calls, but also to facilitate media visits in key markets. We have proven instrumental to our clients within the MICE Market, which has provided us insights into what companies and organizations seek when planning large- group events. As a full-service marketing and communications firm, our agency is experienced meeting and conference planners. We have an ongoing relationship with Helms Briscoe, who has helped us create site survey reports and secure venues for corporate and government clients. The relationship enables us to identify trends in corporate conference and event bookings. FAM visits should be customized to the audience's interests. To create the best experience, IGS develops and distributes interest surveys to determine what values each invitee has when on vacation: some prefer sports and athletics,while others prefer leisure, nightlife,or cultural enrichment. The following are examples of FAM visit event activities: • Interests: Special Events; Weddings o Experience: Each year Miami has an opportunity to showcase the 40 world's most renowned wine and spirits producers, chefs, and culinary personalities during the Food Network & Cooking Channel South Beach Wine & Food Festival. Sunny Isles Beach can engage visitors during the event and customize activities for them within Sunny Isles. In addition to great food, SIBTMC can create an opportunity for visitors to take a trip to a local market to purchase fresh produce for a coveted cooking class with a celebrity chef. • Interests: Nightlife; Gay & Lesbian Travel o Experience: Miami is known for its lively parties and events, and there is a large market of affluent young professionals in search of the next exclusive location. The experience starts with a full day of bar crawls through Sunny Beach Isles, made unique in that each bar will feature a hidden object and a mystery to solve. The mystery crawl should mirror a topic historically or culturally relevant topic to Sunny Isles Beach. The evening is topped off with an evening rooftop or beach pool party. • Interests: Beaches; Watersports o Experience: A day of water sporting and beach-front activities is likely of interest to a large demographic of people interested in southern Florida tourism. SIBTMC can host a day of snorkeling and yachting on the Atlantic Ocean, followed by a late afternoon horseback-riding tour along local trails, ending back at the beach. The evening would conclude with beach-front champagne and wine tastings. El 2 ) .'1,4thittil:') Oil Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the S- �' CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed — in whole or in part—for any I it lir r -i Isom Global Strategies purpose other than to evaluate this response _ ] : s �� 'j '� ,i,1 �ri'�- \'lam. �5 � • � ( g�y r Solicitation Number: 17-10-01 ,'?i � r a � \ �} "Tp" i �ub ('r� rl lt,\ \ ' 10- �1/1 , i in fit 'vx ji %✓/ W.,,- ,. 7 � kf / ("1.`z �y ` q ' " t'1''' \ y 'I. ti � ,� rf. 4 IA ,i fk- IPW Trade Showis- ti, Trade shows, such as IPW, allow businesses to market products and services to a large, specified group of potential customers by means of exhibits. In fact, live events such as trade shows remain the top lead-generation source for marketers. The Center for Exhibition Industry Research reported that 99% of marketers find unique value from trade shows that they do not get from other marketing mediums. IPW welcomes roughly 500 journalists, representing more than 70 countries, and is a highly effective way to grow a business using experiential marketing practices. Our team has created experiential marketing initiatives for clients from MBDA at Essence Fest to creating full-pitch concepts for Diageo's Crown Royal. IGS breaks trade show planning services into a three-tiered outreach campaign: pre-outreach to attendees,onsite activity, and post-show follow-up. Trade Show Execution Examples • For Pre-Event Promotion: Send invitations to the list of IPW's 2018 attendees. The invitations to the Sunny Isles Beach booth will look like an electronic plane ticket. International attendees will receive an additional follow-up reminder resembling an electronic passport. 4i • For Onsite Promotion: Secure two 10x10 booths and include technology for six virtual- reality devices. The VR will feature actual footage from Sunny Isles Beach, to provide a vivid picture and unique experience to attendees. Once attendees finish the virtual experience, they can take a picture at the onsite Sunny Isles photo booth. • For Post-Event Promotion: Send a follow-up postcard or digital postcard to attendees who visited the virtual reality booth and took a picture at the event. The postcard will include a call to action with an incentive redeemable for an activity, hotel, restaurant, or other venue in Sunny Isles Beach. Technology and Social Media Social media by IGS reinvents the way you broadcast your message. IGS is a digital force, composed of strategists, writers, and creative designers. Our key strategy is based on collaboration, and IGS is passionate about creating a seamless message that will reach and engage with audiences on all digital platforms. We are able to create a comprehensive social media program for SIBTMC that is innovative, eye-catching, thought-provoking, and polished. IGS has managed digital efforts for the Minority Business Development Agency (MBDA). At the onset of our contract with MBDA, our team conducted a Strengths, Weaknesses, Opportunities, and Threats (SWOT) Assessment of the agency's website and social media platforms to inform our digital strategy recommendations for expanding MBDA's online so presence. The social media consultant who has worked with MBDA, Morgan Crooks, is part of our proposed SIBTMC team. Developing website content, such as tip sheets, seasonal ' w l�4 (�.� ®'((�y� Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the -,)) I iirp o v © CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed — in whole or in part—for any %� '>Q O j,al Isom Global Strategies purpose other than to evaluate this response. p '`ir' • 44' �'it � Solicitation Number: 17-10-011 , ,,,\ \.) , �l /¢ .,,_ ,,,,f./24,,,,tiirrie,,,,;ik,,,,,,;,...,... ,i..„,,;it:it,„,/,,,,„,1:-: .10131; �r," --e-? � L� lid N/00 r\I, :131,ik /IV' ,1 , ' r 1--„, '�h' 4 e brochures, and media releases, requires getting to know our client—adopting their services, 11. missions, and goals. Every element of content creation entails continuous client interface, as well as opportunities for growth and expansion. I 1=11111iIIMI -, p'.�., .GC= V' hI CI I��OL,OCIY y K<� r !—D E V CEUDGMSIEZCI re, . �; _ _—_ _ __ ruti3Ds Bo s Cerus are here to guide fou. Where e co ro cd. v 't��✓ IIiNTER\I.I OFTHI GS: —_-- =.�k.V `,,., '�.%. Where to Start - o ac,aca= - .-J �.�_," ' ' 7 ._ 1 ods/ ode IGS is experienced with navigating the nuances and parameters of developing outward- facing messaging for our clients. We find excitement in developing pioneering digital • branding by identifying challenges, thinking outside the box, and creating a distinctive final product to maximize outcomes. Here is a sample digital media campaign for Sunny Isles Beach: Objective: To attract and entice people and groups to visit Sunny Isles Beach for MICE Market, business, and pleasure. Goals: Build awareness of the Sunny Isles Beach brand as a destination spot for the following: • Family-friendly vacations • Weddings • Beachgoing and Watersports • Nightlife • Corporate Events Summary: Build a detailed campaign proposal outlining social media strategies that cover the areas of public relations, crisis communication, event promotion, awareness and amplification, and B2B communications. Provide feedback and details around content planning, execution, and reporting. Make recommendations for targeting and advertising where necessary. Key Highlights: Promote Sunny Isles Beach diversity by including messaging for niche markets such as Gay & Lesbian Travel, Arts & Culture, Special Events, Cuisine, Heritage, ® Family Travel, Destination Weddings, African-American, US Hispanic, and Business Travel. `� 4a o... At. + 9 so, s• ® (t�y� Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of thea '- ` 1` ,v In CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed — in whole or in part—for any .14 ' ` Isom Global Strategies purpose other than to evaluate this response. �z.� � n ;,4-®, &>♦! T li is�� C. 1� 'w3 , �`!ils! �� t�. `_..1-- Solicitation Number: 17-10-01 �1/. i r . ,.4‘,3 47‘‘.. ,,,/70 • '0 : ,�, (1 i-,I °. ply - 4, . I:+`k- ,,. f Audience Details: „,,tit Locations: Targeted US cities (Top 10-15 Data a Marketing Association (DMAs), Canada (top 5), European (top 10-15), Latin American (top 5) Age Range: 25-55 Gender Specific: ALL Interests: travel, business travel, beach vacations, affordable family-friendly destinations, art, culture, nightlife,weddings, entertainment,food, diversity, LBGTQ+ Behaviors: social media savvy, digital consumer, frequent traveler, lifestyle consumer, Millennial, Gen X Demography: affluent or semi-affluent, disposable income, budget-friendly, business class, executive Content Details: IP Platform: Twitter, Facebook, Instagram, Snapchat, Linkedln, Pinterest, + more Content Type: evergreen, promotional, contests a sweepstakes, gifs, graphics, user- submitted content, live-streams, ads, stories, mood boards, updates and announcements Content Frequency: daily Types: Event Promotion • KPls:Ticket sales, landing page visits, hotel bookings, etc. • Examples: o Sunny Isles Beach Jazz Fest - Nov. 18, 2017: Promote the Sunny Isles Beach Jazz Fest by targeting lovers of jazz, r&b, funk, soul, and other types of contemporary music in Miami and surrounding areas on Facebook, lnstagram, and Snapchat using live footage, video and user-generated content. o Where You Want to Be - Winter 2018: Sunny Isle Beach area event promotion targeting AirBnB and hotel chain followers in the Miami-Dade region, frequent travelers and Art Basel attendees with a household income of $100K or more. Social posts should include strong calls to action encouraging followers to learn more about Sunny Isles Beach by visiting the Calendar and Events page (or an IGS-created landing page)on the website. ® Lead Generation .4.-.4',Ii, 4,4 .,;c ;, Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the ' ",hti y �, CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed —in whole or in part—for any �i(,1t-41-6 Isom Global Strategies purpose other than to evaluate this response. Y:p, , 1. t1 .ire <- 'y _ /y / V(t x��. :AWI' C\' G�`,�l. \ Solicitation Number: 17-10-01 r,41/1/141/9a�lr, ` ---,,,-t---4-; ` ! \ i /ate `8 �_ ok., \iv at 4 ) I!' my,1-': 1. 'I*N\ ' (4) iV tt may. • KPls: impressions, clicks, form completions, sign-ups, qualified leads, conversions gip. • Examples: o Last-Minute Holiday Destination - Nov. 20, 2017 Jan 1, 2018: Promote Sunny Isles Beach as a budget-friendly luxury option for the holidays by targeting families, frequent fliers, empty-nesters, newlyweds, and nightlife consumers in the United States, Canada, and Latin America on Facebook, Instagram, Pinterest, YouTube, and Snapchat. Calls to action: (1) Be Different This Year (families who could use a vacation, browsed 1-2 vacation research sites in the last 3-6 months, Facebook/IG, Twitter, Pinterest); (2) This Beach Is Made for Walking (families who have researched vacations more than 5x in the last 3-6 months, Facebook/IG, Twitter, Pinterest); (3) Can You Find Sandy Santa? (for families with small children, who may be apprehensive about traveling with kids during Christmas, Facebook/IG, Twitter, Snapchat) o For Weddings - Year-Round: Leveraging the amplification power of social media to promote emotional and heart-warming messaging explaining wedding accommodations in Sunny Isles Beach, as well as venue options and destination planning services. Calls to action: Say Yes to the Beach (recently engaged); Get Away, but Stay (elopements/small ceremonies); Revel in Romance(newlyweds and honeymooners).Awareness/Amplification 0 Engagement/Amplification • KPls: shares, likes, comments, social mentions, impressions, reach, clicks, conversions • Examples: o The New Normal - Using Facebook and Instagram, promote the social and entertainment benefits of retired or empty-nesting couples vacationing in Sunny Isles Beach to combat loneliness and isolation. Use infographics, gifs, video, and social messaging to highlight major life changes that empty-nesters and retirees often face within the first three years, and how a yearly vacation to Sunny Isles Beach can help them create a new tradition or "new normal." Social posts should include emotional but not patronizing messaging explaining the convenience and accessibility of Sunny Isles Beach, as well as the entertainment options and accommodations. Calls to action should encourage learning more about Sunny Isles Beach by visiting the Calendar & Events page (or an IGS- created landing page) on the website. Influencer • KPls: shares, likes, comments, social mentions, impressions, reach, views, clicks, conversions • Example: • "Take Life to New Heights" - Work with local influencers and thought leaders in the travel, lifestyle, and business sectors for a video marketing campaign ® highlighting how young professionals can "Take Life to New Heights" in the newly redeveloped Sunny Isles Beach. ® `(�y� Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the -~ i. .1,7 ` �. v © CITY of SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed — in whole or in part—for any SAA Isom Global Strategies purpose other than to evaluate this response. -11: • ws� ,. ''t Solicitation Number: 17-10-01 ii,,, ,%, 1,417 F "" f � ries No - p. ' *k l s. Campaign Strategy Example441 Months 1-3: Sunny Isles Beach Jazz Fest, Last-Minute Holiday Destination, Live/Work Sunny Isles Beach Jazz Fest- Nov.18,2017 Promote the Sunny Isles Beach Jazz Fest by targeting lovers of jazz, r&b, funk, soul, and other contemporary music in Miami and surrounding areas on Facebook, Instagram, and Snapchat. For Ticket Promotion Using footage and user-submitted photos from last year's Sunny Isles Beach Jazz Fest, we will highlight the festival's line-up, vendors, and affordable ticket price by running social media contests, creating curated festival playlists on major streaming platforms, and using promoted content with strong calls to action and user targeting in order to produce the maximum number of ticket sales. For Event Promotion During the event, IGS will use Snapchat and Instagram Stories to provide social media followers who could not attend with an immersive experience of the festival 40 while also highlighting the revelry of festival-goers. Using Snapchat's in-feed 30 sec video clips and their local stories and custom filters, we will be able to increase awareness with local tourists and visitors who may not have been exposed to the event prior to planning their initial trip to the Miami area. For Reporting For both promotional phases of the campaign, IGS will create a one-sheeter bi- monthly report that will highlight the following key performance indicators (KPIs) of incremental success: • Impressions & Reach • Amplifications • Social Mentions • Engagements • Clicks • Ticket Sales(Completed & Unfinished/Dropped Carts) • Click-Through Rate & Cost Per Click • Engagement Rate &Cost Per Engagement • Conversions(Completed Cart Sales) & Completion Rates • Cost Per Completion Radio Promotions 0 IGS uses in-market focus group testing to determine the best message and calls to action. Our firm can develop and create radio treatments and scripts for on-air personalities but t. . el ((t' Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the '-,. ���f l .', v gl CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed—in whole or in part—for any Y ", � 1 Isom Global Strategies purpose other than to evaluate this response. _ ' • � Solicitation Number: 17-10-01 ,1 ��II 1 =s‘k,, Baa 04": \ hi•T„ .`\ ,,,, ,, -IL: 'I ' •-,'4,—--.--k4rw. N\eti;r7,7A - Op/grit. - ,,,NA,z, /, /4 0,,, ,q Ii ll'P,�' Iv rad Z, '��j,.� - I. ,‘.: - will also recommend ad-libbed spots for key personalities or segments, such as Tom Joyner, i Delilah, The Woody Show, The Breakfast Club, and more. We also recommend focusing on deals and partnerships with national and global integrated radio outlets to leverage the power of Univision's reach with the Latin American market, iHeartRadio's influencer power with young professionals and lifestyle consumers, and Cox Media Group's nationally recognized brand with the 40-and-over market. Sample, Recommended National Networks,Stations,Segments • iHeartRadio: Power 105.1 FM, NYC (urban & r&b); KISS 103.5 FM, Chicago, IL (top 40 &t pop);ALT 98.7 FM, Los Angeles, CA(alternative rock) • Cox Media Group (Atlanta, DC, Dallas, Houston, South Florida, Seattle): Tom Joyner Morning Show (oldies, r&b, and soul); Michael Baisden Show (rush hour, urban); Obie and Ashley in the Morning (country); Delilah (evenings, easy listening) • Univision: Dana Cortez, 98.5 The Beat, San Antonio (Spanish Language, San Antonio); El Show de Omar y Argelia, Los Angeles (Morning Show); El Bueno, La Mala, y El Feo (Morning)(11 media markets) 0 Recommended Local Outlets STATION FREQUENCY REACH WYLF 105.5 Lite FM 1,223,100 WPOW Power 96 FM 1,190,400 WXDJ El Zol 95.7 FM 53,350 WRMA Dj106.7 FM 52,600 WCMQ Z92 FM 489,700 WKIS 99.9 Kiss Country FM 459,100 WLRN 91.3 FM 276,900 410 ate;.if.4tom/ 'iu �� IP ;- . „ Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the f,/ ' © CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed — in whole or in part—for any �; ft 4S' Isom Global Strategies purpose other than to evaluate this response. _ _ ( `. iA I .7 �/ 0� u Solicitation Number: 17-10-01 11 C7 _ :`1 If ' ').;;,..-- , -4.-i-(fr ,w,\:., -lee, ,N1,,,,- -, , ,, ,,,,,,,,/ /A 0 11017‘;'! ill'lic‘\ 4. '4 41-,,...'' ll� � , •-,,,, 74 _�`, ,„1:.,. IX l+ 'i"•\-i3-;\ 2 IT ' 1 l u 1 *1, WQAM SportsRadio560 AM 231,200 WAXY SportsTalk790 AM 205,900 Performance Metrics The measurement of key performance indicators is critical to demonstrating success in strategic communications. The process begins with understanding the level of exposure to content and messages created by communications and social media programming. Coverage volume (number of "hits" and impressions) is an important indication of potential exposure. Understanding whether or not key messages are being delivered, and the content and the sentiment around those messages, adds another level of understanding. Share of voice adds yet another level of understanding and is important in assessing how programs stack up against unidentified competitors. IGS will create integrated media performance reports that highlight the strengths, weaknesses, campaign threats, opportunities, and recommendations for all ongoing marketing efforts. Engagement moves beyond "eyeballs"to assess the degree to which the intended receivers 41 are seeing, reading, and engaging with our content. Article readership is a common engagement metric. Online metrics may include the time spent viewing content (duration) or registering for an event or subscribing to a blog post/comments. To accomplish this, IGS will focus on the following Key Performance Indicators: • Impressions & Reach • Press Mentions(online and offline) • Social Mentions from target audience • Media Views • Engagements(clicks, keyword searches, likes, comments, shares) • Website Traffic (sessions, page views, bounce rates, time on site, number of pages visited) • Email Performance(delivers, opens, open rates, clicks, bounces) • Creative Performance • Conversions(form fills, inquiries, number of lottery applications, enrollment) Some additional public relations measures that are often monitored by IGS include: • Sentiment analysis: Measures the tone of a media mention to indicate potential feelings toward a product, service, or organization as positive, negative, or neutral. o Standard frequency of reporting: Quarterly 40 • Sponsorship projects: Measures the number of sponsorship projects undertaken by the organization. r p ill G laProprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the ,' .,, . CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed —in whole or in part—for anyE 01 Isom Global Strategies purpose other than to evaluate this response ' - ri Ay __,....4)•-'-------;,____ ' , )a �� ` J , 1 q kr , . _ Solicitation Number: 17-10-01 p.vy, / � � ' ` I ( -441 G ,'jJjA\ 1\ Wit, \ l` • ` ..,s,1,-,1, 4,. 4. 4, . s.. ,, ,--„. , _, , , „ , , ,, , , r1/4 . it , ,„ , ,, , ,A, 0.1)1i o Standard frequency of reporting:Annually • Number of media releases picked up by media: Measures the total number of press , releases picked up by media. o Standard frequency of reporting: Quarterly • Percent of aggregated rating in review sites: Measures the average rating obtained on specialized review sites based on feedback from customers regarding the services offered. o Standard frequency of reporting: Monthly To measure the performance of these KPIs,we will use: • Google Analytics • Facebook Insights and Ads Manager • Custom reporting from media vendors • Email Platform Data (Marketo, Pardot, Hubspot, etc.) • Twitter Analytics • YouTube Analytics III • Instagram Analytics IGS can report on outcomes on a weekly, bi-monthly, or monthly basis, but recommends that reports run every 14 days with one campaign snapshot report halfway through each month and one comprehensive campaign breakdown report at the end of each month. Our team can also oversee all A/B testing, campaign optimizations, SEO updates, and content audits to ensure a strong performance from beginning to end of the initiatives. In our work with MBDA, IGS achieved the following digital measurements against the goals (which are mentioned first in each item of this list): • Increase sentiment of online conversation. Increased to 87.5% positive. Over 20%. • Generate 2 million social media impressions. Exceeded the goal by 47K. • Increase the number of newsletter subscribers by 25%. Increased newsletter subscribers by 70%. • Secure a 2% increase in webinar attendance per month from the initial benchmark. Achieved a 2% increase from the initial benchmark of 92 attendees. The concluding webinar had more than double the benchmark at 209 attendees. • Generate 11 million traditional and digital ad impressions. Received 11.8M impressions and exceeded the goal by 800K. In our work with USMC, IGS achieved the following public relations measurements against ® the goals(mentioned first in each item of this U.G:Fil MW €- Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the t; j CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed— in whole or in part—for any %�`' 7i.�•,a Isom Global Strategies purpose other than to evaluate this response. Y! } a.r. if; - riff � 1 lot,. ', � .;` v.�� Solicitation Number: 17-10-01 ��ifill I )1111,j- y, `tli F.`"-klill ' IATI. \.. \‘'._,‘ , ,--'' 'erre,'''-k ‘,-,,,,/,,,, ,,, 1,4 i .SII -' . ' i , ')'- <, 1 1:_ -%: -, • Increase familiarity with the Marine Corps by 5% in Seattle. Achieved the 5%goal. t. - • Increase perception of the Marine Corps' essential role in national security by 5% in Seattle. Perception increased by 21%. • Increase the likelihood of recommending the Marine Corps as a career by 5%. The likelihood increased by 15%. In-Person Presentation At IGS, we pride ourselves on the ability to communicate our strategies and tactics to all necessary stakeholders. Program status updates provide a cohesive understanding of goals and progress. Although IGS has an office in Fort Lauderdale, the in-person meeting is an opportunity for the SIBTMC team to meet with the HQ Washington, DC, staff assigned to the project. Most importantly, the interaction allows IGS the exposure and opportunity to address stakeholder questions. In working with MBDA, our team was asked to provide a strategic campaign presentation during their annual National Training Conference. The meeting was attended by all MBDA employees and members of several partner organizations. The 0 IGS team was onsite throughout the week-long conference, which allowed our team members to establish relationships with employees throughout the agency. These in- person interactions also secured a level of familiarity and trustworthiness among stakeholders. ple A q Bu�d�et A ?,t° grow Your Business iirr ,, i _.,Pett 1.. 11s©Al. --7 ,'` — _ ; t_ ----z— �=1—V 1 ,jam, `�! T.. 4 r ( �,,, .`�. Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the Y ;,- r'` ,.' ((fin r;. Q ® v,© CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed— in whole or in part—for any e f 4a`� Isom Global Strategies purpose other than to evaluate this response. �/ r rr# +1 'r y�r~. Tate Ll v� 'i�OL` Solicitation Number: 17-10-01 ����f, 11 1./1lt �`�"� :. i 4 rq Vg:34-4,1-1,:: v_ . ,N.,,, _,d,1411 , � .F 4 v\ t !Y 1x. In preparation for strategic presentations to stakeholders, IGS recommends which elements of the program should be presented, and then works with a designated 14 SIBTMC employee to finalize the format. Based on the presentation format, IGS creates the PowerPoint and receives feedback from the appropriate SIBTMC employee. If requested, the IGS team hosts an official dry run with SIBTMC; otherwise, dry runs are done internally. IGS believes a success factor for strategic presentations is to understand the audience and how they receive information. It is the responsibility of SIBTMC to provide us with insight as to whether the audience is more adept with statistics, narratives, or visuals. This information will help us deliver engaging information in an easily interpreted format. Collateral Materials Maintenance Through our work with both commercial and government clients, we are familiar with several different file-sharing platforms and can recommend one based on a client's needs. Our team has successfully created customized SharePoint team sites, Dropbox sites, Base Camp sites, and others. 4110 The IGS team will work with SIBTMC to create a file-naming system and will upload documents to a secure site accordingly. The shared sites allow both parties to easily create and share living documents for easy accessibility. In managing the process, documents are uploaded daily in draft and final form and are labeled accordingly. Notifications can be programmed to alert SIBTMC as files are uploaded to the site. IGS monitors the audit history of the selected site to ensure that files are not inadvertently deleted or placed in incorrect folders. All files are backed up to an IGS secure server in case documents are accidentally deleted. The proprietary information is valuable to the success of the project. To mitigate user errors, IGS often provides a brief training on the use of the selected file-sharing tool. Section 9: Cost Services ATTACHMENT A— PRICE PROPOSAL Provide a detailed cost statement for providing the services indicated in Section 3.0 Scope of Services. Itemize fees, expenses and any optional costs separately.You may provide additional documents as needed but include the total all-inclusive cost statement in Table 1. All estimated out-of-pocket expenses should be presented in Table 1 and 2. 4t ® �� Proprietaryand Confidential This na thashall nodethe , 2 .r ±Ic © CITY OF SUNNY ISLES BEACH,and shallproposal not be duplicatedrespose ,usedincludes dat,or disclosedt —int be whole isclosor ind part outside—forof any ,"t. 9 Isom Global Strategies purpose other than to evaluate this response. Y� WO ,, Solicitation Number: 17-10-01 f , ,! r►t t� ;:77 -..�,, , - :;!,1y,‘„v ' , -11.: --,-:.-- „„,,,,( ,_ ,, ,, _ , 1 ,,vp,,,,,. , ,44N,,,, r 411 � 4 l ii 1, '^;- ti , t " � w ,�;�' � . � -:v ice-, a Y• Table 1-All Inclusive Cost(Initial 2 Year Contract Term) Item Description Year 1 Year 2 1. All Inclusive Cost for Scope of $316,199.02 $322,523.00 Services A-Q Requested in Section 3.4 Reimbursements, such as travel and accommodations $19,478.30 $19,906.82 As-needed Basis,per section 3.4: REFER TO SECTION 3.4 GENERAL SCOPE OF SERVICES 0 Year 1 Year 2 R. $1,979.00 $2,022.53 S. $32,286.00 $32,996.29 T. $3,845.10 $3,929.59 Table 2 -Options to Renew for three(3)Additional Year(s) The initial contract prices resultant from this solicitation shall prevail for a two (2) year period from the contract's initial effective date. Prior to, or upon completion of that initial term, at the City's sole discretion, the City shall have three (3) options to renew the contract on a year-by-year basis. Item Description Year 3 Year 4 Year 5 1. All Inclusive Cost for Scope of Services A-Q $328,973.46 $335,552.92 $342,263.98 0 Requested in Section 3.4 T-It � ,t s r^Y G' Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the .`In I `e F,,;f' , ® Fil CITY OF SUNNY ISLES BEACH,and shall not be du licated,used,or disclosed — in whole or in —for v '^1v`41 P partany ;, '. . r�.s7 �; Isom Global Strategics purpose other than to evaluate this response. ..•"-t�f • '461474 Solicitation Number: 17-10-01 dim -: 1 f,i i` 1S9.3.12.N\;<\#7.1-"'":1;- . fil Nr.sitv-,,,,,,,, 1 � � �n�61I a: �:/ o -11 16 •',,;',1, N''' lz such as travel and accommodations $20,344.77 $20,792.35 $21249.78 As-needed Basis,per section 3.4: REFER TO SECTION 3.4 Year 3 Year 4 Year 5 GENERAL SCOPE OF SERVICES R. $2,067.02 $2,112.50 $2,158.97 S. $33,722.20 $34,464.09 $35,222.30 T. $4,016.04 $4,104.39 $4,194.68 110 0 ,,ta, ..,,f. ii-4:z.1.,...f.i.,. ® � Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the 1! ' :I i .v,© CITY OF SUNNY ISLES BEACH,and shall not be duplicated, used,or disclosed—in whole or in part—for any i4 �.�' Isom Global Strategies purpose other than to evaluate this response. .. it 144.,!:,V, W. rt . `r \. \* 44 F u y.,i/ \.ter ,- • • s• atm x� 3 j� Solicitation Number: 17-10-01 1 �� is r �� 77. te /' *.,41,,i,/,,,.\ 4 It# ` I ►/' `,/1 r^ III.: i. Ir ' {. A e �` . t :1. 1 �i ti Section 10: References - nnn�wr► * * * 1-1‘....1 1r- %* •'f OOw6LE11C®t C.3.11114011139.31.110•41. City Clerk October 23,2017 Sunny Isles Beach Government Center 18070 Collins Avenue Sunny Isles Beach Florida 33160 To Whom It May Concern: It is with great pleasure that I recommend Isom Global Strategies(IGS)to provide Public Relations support for the City of Sunny Isles Beach. IGS has been the agency of record for the DC Procurement Technical Assistance Center (DC PTAC)program since our relaunch in 2014.In this capacity,IGS has provided strategic planning,community outreach,marketing,and event planning services in an effort to connect the PTAC program with the surrounding small business communities in the DC metropolitan area. 0 For the past four years,we have leaned on IGS to provide needle-moving results in support of our efforts to provide DC-based small businesses with free,personalized counseling,and competitive insights for navigating federal and local government contracting successfully.Rooted in research,the IGS team does what is necessary to understand and appeal to the ethos of each of our target audiences and creates targeted and segmented marketing materials including fact-sheets,email marketing campaigns,promotional videos,brochures,presentations,and press materials that personify the impact and value of the PTAC program. The IGS impact could not be clearer than in the service IGS provides for our annual Small Business Summit(SBS). Each year,IGS works with our team,stakeholders,and partners to plan a day-long summit inclusive of procurement and entrepreneurial breakout sessions,workshops,exhibits,and one-on-one matchmaking sessions between local businesses and procurement representatives from federal,local,and state government agencies.IGS oversees logistics from start to finish including:event branding and marketing;program development;project management; venue and vendor coordination;registration;sponsorship;onsite logistics;media outreach;and more!In fact,IGS has continuously increased pre-registration for the annual summit each year,and has increased pre-registration by over 70%since the inaugural summit. IGS is flexible,committed,and results driven.CEO Towan Isom holds each employee,from their most junior staff to their senior leadership,to high expectation–this is demonstrated in the quality of work 1GS provides. Please feel free to reach out to me at milton.goodman@dc.gov should you like to discuss IGS'qualifications and experience further. Best, jcvri_____ � VI ' Mi ton Goodman Program Director DC Procurement Technical Assistance Center 202-741-0858 Milton.goodman@dc.gov 410 eeai :, ,1 '„ t-• t _,. ! .t* G Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the 3;f ® Lill CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed —in whole or in part—for any Pr-44":4:‘ Isom Global Strategies purpose other than to evaluate this response. r` t" .-- •' ; ��,.�1 + \� !`Y� �`_ Solicitation Number: 17-10-01 h �iiii i iut�, \: f 4 ),7 ;4' lit 1441._:,. .404 �)�� ., I1 „ :4-:.,111‘ , '� 'Ili.ih i }� ' � -;,�,-_ j v. -tj itil INDUSTRIAL d41/h Melanee Woodard Industrial Bank Industrial Bank 4812 Georgia Avenue NW 4812 Georgia Avenue NW Washington,DC 20011 Washington,DC 20011 Phone:(202)722-2000 Fax:(202)722-2072 October 23,2017 1 City Clerk Sunny Isles Beach Government Center 18070 Collins Avenue Sunny Isles Beach,FL 33160 To Whom It May Concern, it is with great pleasure that I write this reference letter in recognition of Isom Global Strategies (IGS). Industrial Bank has solicited IGS'services on many occasions since our working relationship began in early 2015.Due to their consistent high-quality service and extraordinary standard of professionalism,we have since retained IGS as our sole marketing consulting firm. 0 The IGS team executed a thorough baseline assessment to better understand Industrial Bank's landscape,which has been critical to the ongoing success of the digital marketing initiatives.IGS has also developed,launched,implemented and executed campaigns that are successfully reaching and influencing our target audiences.The digital services are also complemented by traditional marketing strategies and a suite of marketing collateral pieces. . The projects executed by IGS required a high level of detail and a gallant posture amongst our customers and senior staff. Their team provides comprehensive trainings and materials to ensure that our team maintains consistent messaging.In doing this,their processes streamline information sharing to create efficiencies. I strongly recommend IGS'services and feel confident that they are a reliable team that will have the best interests of your city. Sincerely, CAWD S.Q,.ww.Molar'. AJAIL 0199E 50900c 201 Melanee Woodard AVP,Marketing Manager II i. iiti Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the µ`' ' ••A..j•.L. A © CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed— in whole or in part—for any '' "43`` r- Isom Global Strategies purpose other than to evaluate this response. .--.- • ado�� '. _ )l, . {r o., ' �`.,rt.tis-\ 1r,4:43�1; ' 1, 1Zk.: ; •1 • .... :tN Solicitation Number: 17-10-01 l��i/'., `` a�') %�,k ,���- if. _„,-• liONNL -4.•/11,N‘4:., 404 \ ./f.„y,.(4/ !tet•,' ' ii; I RI,.IP v''''',.., . , r.,, ' %..-: ''' i__ ..•:,, 1, 11. i !n 2� IIt 4 .. , .i,t, -I ,1 ,r it k t;r A`• 3 9, p�' + X Ne I UNITED STATES DEPARTMENT OF COMMERCE • 1 • Minority Business Development Agency *op J Washington.D.C.20230 '.tea October 30,2017 City Clerk Sunny Isles Beach Government Center 18070 Collins Avenue Sunny Isles Beach,Florida 33160 To Whom It May Concern: I highly recommend Isom Global Strategies to provide public relations support for the city of Sunny Isles Beach.For the last two years,Isom Global Strategies provided the Minority Business Development Agency(MBDA)with exemplary marketing services. The service delivery from IGS has been incredible.They consistently delivered quality products and services on-time.Every phase of their work plan was executed flawlessly.Their creative services team is excellent and marketing strategies have proven successful. ® I've worked with many contractors in my career,but none like IGS.They work with you as part of your team and make every effort to learn about your organization,your clients/constituency, and the work you do.With that knowledge,they anticipate your needs and provide you with tools to market your product externally AND inside your organization.Here's one example: IGS developed a marketing strategy and campaign for our network of about 40 centers nationwide.When it was time to launch the marketing campaign internally,IGS wrote the memo. Any other contractor would have placed that solely on me.Instead of"what do you want to tell them,"IGS operates from the position of"here's what we think you need to tell them,"and delivers it completely html formatted with my signature,accurate corporate signature block, social media tags,and all!All I had to do was select an internal distribution list and click SEND. Again,this is just one example of many. I would absolutely work with IGS again in the future.Each employee is professional,on time and hard working.With this firm you can rest assured that you will be in good hands.IGS makes you shine.Feel free to contact me at(202)482-8230 if you have additional questions.I'd be happy to expand on my recommendation. Sincerely, LeTe-e; 417-----d>..----- — Patricia Tomczyszyn Public Affairs Specialist IAt)EVB.O Y BUSINfE t)WI u s orr.n,.rrnr o' ErcE 0 �11 �Il @`` O 1© �, f t I° Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the ,I;;''' „ . CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed — in whole or in part—for any ! j''�7 Jill Isom Global Strategies purpose other than to evaluate this response. _:!,,f •• f, .'‘7\k ,•.. {a . `,i� Solicitation Number 17-10-01 IA>f'„ }f i tt ,.1i--_-)A10';'"4: j Iti,\•‘.,, ,$tv,,k L,..4.,\,.._,‘ ' ,fy- ,,,--A. pWr.!: ',,t-\\; .- 1 A 'IVT,Kciftri -., ,,,,,. Ti .1., ,...,, , ) r 11' I ', ' I i( r rl. fit 1 ;,11 / Section 11: Contract Forms vi 1 410 0 .„.:.,,,, . ..,.., _,.:...s,,,,fie,fz. ...., ,..., 4 . f,tcI =: .III ' Proprietary and Confidential.This proposal response includes data that shall not be disclosed outside of the .,,,17,1;/)„1.,1 s IG,fa CITY OF SUNNY ISLES BEACH,and shall not be duplicated,used,or disclosed — in whole or in part—for any 4' ' Isom Global Strategies .✓ _ f�Q 11 g' purpose other than to evaluate this response. �" ; • SECTION 6 BID SUBMITTAL FOR: ACKNOWLEDGEMENT OF ADDENDA INSTRUCTIONS: COMPLETE PART I OR PART II, WHICHEVER APPLIES PART I: LIST BELOW ARE THE DATES OF ISSUE FOR EACH ADDENDUM RECEIVED IN CONNECTION WITH THIS BID Addendum #1, Dated October 19, 2017 Addendum #2, Dated Addendum #3, Dated Addendum #4, Dated Addendum #5, Dated Addendum #6, Dated Addendum #7, Dated Addendum #8, Dated PART II: ❑ NO ADDENDUM WAS RECEIVED IN CONNECTION WITH THIS BID FIRM NAME: Isom Global Strategies (IGS) • AUTHORIZED SIGNATURE: Ql' DATE: 10/30/17 TITLE OF OFFICER: President/CEO (REQUEST FOR PROPOSAL NO. 17-10-01 74 BID SUBMITTAL FORM The undersigned Proposer proposes and agrees, if this Bid is accepted, to enter into an agreement with the City of Sunny Isles Beach to perform and furnish all Services as specified or indicated in the Contract Documents for the Contract Price and within the Contract Time indicated in this Bid and in accordance with the other terms and conditions of the Contract Documents. The Proposer accepts all of the terms and conditions of the Advertisement or Invitation to Bid and Instructions to Proposers, including without limitation those dealing with the disposition of Bid Security. This Bid will remain subject to acceptance for 90 days after the day of Bid opening. The Proposers agrees to sign and submit the Agreement with the Bonds and other documents required by the Bidding Requirements within ten days after the date of the City's Notice of Award. In submitting this Bid, the Proposer represents, as more fully set forth in the Agreement, that: • The Proposer has familiarized himself/herself with the nature and extent of the Contract Documents, Work, site, locality, and all local conditions and Law and Regulations that in any manner may affect cost, progress, performance, or furnishing of the Work. • The Proposer has given the City written notice of all conflicts, errors, discrepancies that it has discovered in the Contract Documents and the written resolution thereof by City is acceptable to the Proposer. • This Bid is genuine and not made in the interest of or on behalf of any undisclosed person, firm or corporation and is not submitted in conformity with any agreement or rules of any group, association, organization, or corporation; the Proposer has not directly or indirectly induced or solicited any other Proposers to submit a false or sham Bid; the Proposer has not solicited or induced any person, firm or corporation to refrain from Bidding; and Proposer has not sought by collusion to obtain for itself any advantage over any other Proposers or over the City. The City and the successful Proposer will establish completion times for each individual Work Item and the successful Proposer agrees that the work will be completed within the time frames agreed upon and stipulated in the Notice to Proceed. FIRM NAME: Isom Global Strategies (IGS) Street Address: 300 New Jersey Ave., NW, Suite 900, Washington, D.C. 20001 Mailing Address (if different): Telephone No. (202) 347-3374 Fax No. (202) 821-1326 Email Address: towan@isomglobal.com FEIN No. _2/_z_-3±2_/_8. REQUEST FOR PROPOSAL No. 17-10-01 25 • *"BY SIGNING THIS DOCUMENT THE BIDDER AGREES TO ALL TERMS SIGNATU' /141 (SIGNATURE OF AUTHORIZED AGENT) PRINT NAME: Towan Isom TrrLE: President/ CEO THE EXECUTION OF THIS FORM CONSTITUTES THE UNEQUIVOCAL OFFER OF PROPOSER TO BE BOUND BY THE TERMS OF ITS PROPOSAL. FAILURE TO SIGN THIS SOLICITATION WHERE INDICATED ABOVE BY AN AUTHORIZED REPRESENTATIVE SHALL RENDER THE PROPOSAL NON-RESPONSIVE. THE CITY MAY, HOWEVER, IN ITS SOLE DISCRETION, ACCEPT ANY PROPOSAL THAT INCLUDES AN EXECUTED DOCUMENT WHICH UNEQUIVOCALLY BINDS THE PROPOSER TO THE TERMS OF ITS OFFER. • 40 REQUEST FOR PROPOSAL No. 17-10-01 26 �SVNNY/s46f O , B A. ; _ NON - COLLUSION AFFIDAVIT u •x 110 • City of Sunny Isles Beach �,. `" 18070 Collins Avenue sf CDS'•FLOW\OS�`' Sunny Isles Beach,FL 33160 ''or sus.o° Telephone:(305)947-0606 Fax:(305)949-3113 M wCa\CA -STATE OF-F1 P. ) 1 COUNTY OF ) The undersigned being first duly sworn as provided by law,deposes,and says: This Affidavit is made with the knowledge and intent that it is to be filed with the City of Sunny Isles Beach City Commission and that it will be relied upon by said County,in any consideration which may give to and any action it may take with respect to this Bid. The undersigned is authorized to make this Affidavit on behalf of, Isom Global Strategies (Name of Corporation,Partnership,Individual,etc.) Small,Woman and Minority Owned Firm a, ,formed under the laws of Washington,D.C. (Type of Business) (State) of which he is Sole Owner (Sole Owner,Partner,President,etc.) Neither the undersigned nor any person, firm, or corporation named in above Paragraph 10.2, nor anyone else to the knowledge of the undersigned, have themselves solicited or employed anyone else to solicit favorable action for this Bid by the City,also that no head of any IIdepartment or employee therein,or any officer of the City of Sunny Isles Beach,Florida is directly interested therein. This Bid is genuine and not collusive or a sham;the person,firm or corporation named above in Paragraph 10.2 has not colluded,conspired, connived or agreed directly or indirectly with any proposers or person, firm or corporation,to put in a sham Bid,or that such person, firm or corporation,shall refrain from Bidding,and has not in any manner,directly or indirectly,sought by agreement or collusion,or communication or conference with any person,firm or corporation,to fix the prices of said Bid or Bids of any other proposers;and all statements contained in the Bid or Bids described above true; and further; neither the undersigned, nor the person, firm or corporation named above in Paragraph 10.2,has directly or indirectly submitted said Bid or the contents thereof,or divulged information or data relative thereto,to any association or to any member or agent thereof. G� a -- U , O. . Paioi ',Lajc;-a-.) A (ANT'S NAME AFFIANT'S TITLE TAKEN,SWORN AND SUBSCRIBED TO BEFORE ME this 30 day of Ori() �1 ,2007 Personally Known ! or Produced Identification Type of identification (Affix seal here) ECU L J NOTARY PUBLIC(name printed or typed) III DECEMBER 28,2010 1 of 10 SV$NY lS(6 ~�F to, PUBLIC ENTITY CRIMES City of Sunny Isles Beach �' 18070 Collins Avenue sF'Da'•FLoa'o +`° Sunny Isles Beach,FL 33160 or suo'moo Telephone:(305)947-0606 Fax:(305)949-3113 SWORN STATEMENT PURSUANT TO SECTION 287.133(3)(a) FLORIDA STATUTES, ON PUBLIC ENTITY CRIMES PUBLIC ENTITY CRIMES Pursuant to the provisions of paragraph (2) (a) of Section 287.133, Florida State Statutes - "A person or affiliate who has been placed on the convicted vendor list following a conviction for a public entity crime may not submit a Bid on a Contract to provide any goods or services to a public entity, may not submit a Bid on a Contract with a public entity for the construction or repair of a public building or public Work, may not submit Bids on leases of real property to a public entity, may not be awarded to perform Work as a Contractor, supplier, Sub-Contractor, or Consultant under a Contract with any public entity, and may not transact business with any public entity in excess of the threshold amount Category Two of Sec. 287.017, FS for thirty six months from the date of being placed on the convicted vendor list". THIS FORM MUST BE SIGNED AND SWORN TO IN THE PRESENCE OF A NOTARY PUBLIC OR OTHER OFFICIAL AUTHORIZED TO ADMINISTER OATHS. 11.1. This sworn statement is submitted to City of Sunny Isles Beach by Towan Isom,President/CEO [pnnt individuals name and title) for Isom Global Strategies(IGS) [print name of entity submitting sworn statement] whose business address is: 300 New Jersey Ave.,NW Suite 900,Washington,D.C.20001 and (if applicable) its Federal Employer Identification number(FEIN)is 27-3281915 (If the entity had no FEIN, include the Social Security Number of the individual signing this sworn statement: .) 11.2. I understand that a "public entity crime" as defined in Paragraph 287.133(1)(g), Florida Statutes, means a violation of any state or federal law by a person with respect to and directly related to the transaction of business with any public entity or with an agency or political subdivision of any other state or with the United States, including, but not limited to, any Bid or Contract for goods or services to be provided to any public entity or an agency or political subdivision of any other state of the United States and involving antitrust, fraud, theft, bribery, collusion, racketeering, conspiracy, or material misrepresentation. 11.3. I understand that "convicted" or"conviction" as defined in Para. 287.133(1)(b), Florida Statutes, means a finding of guilt or a conviction of a public entity crime, with or without an adjudication of guilt, in any federal or state trail court of record relating to charges brought by indictment or information after July 1, 1989, as a result of a jury verdict, non-jury trial, or entry of a plea of guilty or nolo contendere. 11.4. I understand that an "affiliate"as defined in Para. 287.133(1)(a), Florida Statutes, means: a.) predecessor or successor of a person convicted of a public entity crime; or b.) Any entity under the control of any natural person who is active in the management of the entity and who has been convicted of a public entity crime. The term "affiliate" includes those officers, directors, executors, partners, shareholders, employees, members, and agents who are active in the management of an affiliate. The ownership by one person of shares constituting a controlling interest in another person, or a pooling of equipment or income among persons when not for fair DECEMBER 28,2010 2 of 10 market value under an arm's length agreement, shall be a prime facie case that one person controls another person. A person who knowingly enters into a joint venture with a person who has been convicted of a public entity crime in Florida during the preceding 36 months shall be ® considered an affiliate. 11.5. I understand that a "person" as defined in Para. 287.133(1)(e), Florida Statutes, means any natural person or entity organized under the laws of any state or of the United States with the legal power to enter into a binding Contract and which Bids or applies to Bid on Contracts for the provision of goods or services let by a public entity, or which otherwise transacts or applies to transact business with a public entity. The term "persons" includes those officers, directors, executives, partners, shareholders, employees, members, and agents who are active in management of any entity. 11.6. Based on information and belief, the statement which I have marked below is true in relation to the entity submitting this sworn statement. (Indicate which statement applies.) X Neither the entity submitting this sworn statement, nor any of it's officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, nor any affiliate of the entity has been charged with and convicted of a public entity crime subsequent to July 1, 1989. The entity submitting this sworn statement, or one or more of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, or an affiliate of the entity has been charged with and convicted of a public entity crime subsequent to July 1, 1989. The entity submitting this sworn statement, or one or more of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, or an affiliate of the entity has been charged with and convicted of a public entity crime subsequent to July 1, 1989. However, there has been a subsequent proceeding before a Hearing Officer of the State of Florida, Division of Administrative Hearings and the Final Order entered by the Hearing Officer of the State of Florida, Division of Administrative Hearings and the Final Order entered by the Hearing Officer determined that it was not in the public interest to place the entity submitting this sworn statement on the convicted vendor list. (Attach a copy of the final order.) I UNDERSTAND THAT THE SUBMISSION OF THIS FORM TO THE CONTRACTING OFFICER FOR THE PUBLIC ENTITY IDENTIFIED IN PARAGRAPH 11.1 (ONE)ABOVE IS FOR THAT PUBLIC ENTITY ONLY AND, THAT THIS FORM IS VALID THROUGH DECEMBER 31 OF THE CALENDAR YEAR IN WHICH IT IS FILED. I ALSO UNDERSTAND THAT I AM REQUIRED TO INFORM THE PUBLIC ENTITY PRIOR TO ENTERING INTO A CONTRACT IN EXCESS OF THE THRESHOLD AMOUNT PROVIDED IN SECTION 287.017, FLORIDA STATUTES, FOR CATEGORY TWO OF ANY, CHANGE IN THE INFORMATION CONTAINED IN THIS FORM. (SignatyLe)— Iol.)iL4 (Printed e (Title) /� Sworn to and subscribed before me this 3D day of l C,T p hCG r , 20 1 7 , by (AFFIX NOTARY,STAMP HERE) Sign re: Nota Public—State of-Fler4da.MG1- t,‘(an c Print or Type Commissioned Name Personally-Knovin OR Produced Identification ® Type of Identification Produced 10/1998 3 of 10 O�SUNNY/s4 EQUAL OPPORTUNITY / AFFIRMATIVE ACTION A� �°a' City of Sunny Isles Beach `'r*of su.p.'� 18070 Collins Avenue Sunny Isles Beach,FL 33160 Telephone:(305)947-0606 Fax:(305)949-3113 EQUAL OPPORTUNITY/AFFIRMATIVE ACTION STATEMENT The contractors and all subcontractors hereby agree to a commitment to the principles and practices of equal opportunity in employment and to comply with the letter and spirit of federal, state, and local laws and regulations prohibiting discrimination based on race, color, religion, national region, sex, age, handicap, marital status, and political affiliation or belief. Signed: �. Title: President I CEO Firm: Isom Global Strategies(IGS) Address: 300 New Jersey Ave.,NW,Suite 900,Washington,D.C.20001 ft DECEMBER 28,2010 4 of 10 CONFLICT OF INTEREST '• ` City of Sunny Isles Beach 18070 Collins Avenue sf '•F Low' . Sunny Isles Beach,FL 33160 c'*Of suµ Telephone:(305)947-0606 Fax:(305)949-3113 CONFLICT OF INTEREST STATEMENT The award of any contract hereunder is subject to the provisions of Chapter 112, Florida State Statutes. Proposers must disclose with their Bids,the name of any officer, director, partner,associate or agent who is also an officer or employee of the City of Sunny Isles Beach or its agencies. COUNTY OF f � BEFORE ME, the undersigned authority, personally appeared ( OW &A-.-SJM, who was duly sworn, deposes,and states: 18.1. I am the Pre ;dent /c 0 � 1 of with a local office in /=o r�- La ud erq+Ole and principal office in ;n 0/1 18.2. . The above named entity is submitting a Bid for the City of Sunny Isles Beach, Bid No. I 7-0-1 described as: Landscape Maintenance Services. The Affiant has made diligent inquiry and provides the information contained in this Affidavit based upon his own knowledge. 18.3 The Affiant states that only one submittal for the above Bid is being submitted and that the above named entity has no financial interest in other entities submitting Bids for the same project. 18.4 Neither the Affiant nor the above named entity has directly or indirectly entered into any agreement, participated in any collusion,or otherwise taken any action in restraints of free competitive pricing in connection with the entity's submittal for the above Bid. This statement restricts the discussion of pricing data until the completion of negotiations if necessary and execution of the Contract for this project. 18.5 Neither the entity nor its affiliates, nor any one associated with them, is presently suspended or otherwise ineligible from participation in contract letting by any local,State,or Federal Agency. 18.6 Neither the entity, nor its affiliates, nor any one associated with them have any potential conflict of interest due to any other clients,contracts,or property interests for this project. 18.7 I certify that no member of the entity's ownership or management is presently applying for any employee position or actively seeking an elected position with the City of Sunny Isles Beach. 18.8 I certify that no member of the entity's ownership or management,or staff has a vested interest in any aspect of the City of Sunny Isles Beach. 18.9 In the event that a conflict of interest is identified in the provision of services, I, on behalf of the above named entity,will immediately notify the City of Sunny Isles Beach._ ted t�fls 3D of Odle-K. 01�. , JOU Gam,qfay �s�JY`__ %00 LU 41'1 UYYI/ 7240 a c AFFIANT Print or Type Name and Title S orn to and subscribed before me this3 D day of O&f obQ 1 ,201V. Personally Known OR Produced Identification ;Type of I _._ tification NOTARY_PUBLIC STATE OF _-1-,60141-14A A ClkIA Q 411 DECEMBER 28,2010 5 of 10 SUN N Y 1S(,�e DISPUTE DISCLOSURE City of Sunny Isles Beach 18070 Collins Avenue sow°'•FLO0.'00+ Sunny Isles Beach,FL 33160 o,sus'" Telephone:(305)947-0606 Fax:(305)949-3113 DISPUTE DISCLOSURE FORM Answer the following questions by placing a "X" after "Yes" or "No". If you answer "Yes", please explain in the space provided, or on a separate sheet attached to this form. 19.1. Has your firm or any of its officers, received a reprimand of any nature or been suspended by the Department of Professional Regulations or any other regulatory agency or professional associations within the last five (5)years? YES NO X 19.2. Has your firm, or any member of your firm, been declared in default, terminated or removed from a contract or job related to the services your firm provides in the regular course of business within the last five (5) years? YES NO X 19.3. Has your firm had against it or filed any requests for equitable adjustment, contract claims, Bid protests, or litigation in the past five (5) years that is related to the services your firm provides in the regular course of 40 business? YES NO X If yes, state the nature of the request for equitable adjustment, contract claim, litigation, or protest, and state a brief description of the case, the outcome or status of the suit and the monetary amounts of extended contract time involved. I hereby certify that all statements made are true and agree and understand that any misstatement or misrepresentation of falsification of facts shall be cause for forfeiture of rights for further consideration of this Bid for the City of Sunny Isles Beach. Isom Global Strategies(IGS) 10/30/17 Firm Date Towan Isom,President/CEO Authorized Signature Print or Type Name and Title 40 DECEMBER 28,2010 6of 10 SJ$N Y'S<F� C1‘ B y ANTI - KICKBACK City of Sunny Isles Beach , 18070 Collins Avenue c 01- '/• - ' •F L O° yap Sunny Isles Beach,FL 33160 or suo P'N Telephone:(305)947-0606 Fax:(305)949-3113 ANTI-KICKBACK AFFIDAVIT STATE @FSB' ) COUNTY OF ) I, the undersigned, hereby duly sworn and deposed say that no portion of this sum herein Bid will be paid to any employees of the City of Sunny Isles Beach or its elected officials as a commission, kickback, reward or gift, directly or indirectly by me or any member of my firm or by an officer of the corporation. By: Towan Isom • Title: President/CEO The foregoing instrument was acknowledged before me this 30 day of Oof o , 20 1 , by r,)CLA So(v1 [name of person], as .P r e s [type of authority], for Ii con\ l o 1 S ('ke ie .1 (name of party on behalf of whom instrument was executed]. • AFFIX NOTARY STAMP HERE: • Notary Public— State of-Florida- Ma((1k N/ _ spa YYDS Print or Type Commissioned Name Personally Known K OR Produced Identification Type of Identification Produced DECEMBER 28,2010 7 of 10