HomeMy WebLinkAbout2016-311-E County Mgr - Sheer Associates, Inc. for bond education campaign DocuSign Envelope ID: 555476E3-EEA5-4798-A206-693D97B8251 D
[Departmental Use Only]
TITLE
FY
NORTH CAROLINA
SERVICES AGREEMENT UNDER$90,000.00
NO RFP/RFQ
ORANGE COUNTY
This Services Agreement(hereinafter "Agreement"), made and entered into this 14th day of
June, 2016, ("Effective Date") by and between Orange County, North Carolina a political
subdivision of the State of North Carolina (hereinafter, the "County") and Sheer Associates, Inc.,
(hereinafter, the "Provider").
WITNESSETH:
That the County and Provider, for the consideration herein named, do hereby agree as
follows:
1. Services
a. Scope of Work.
i) This Agreement is for services to be rendered by Provider to County with respect
to (insert type of project): Schools and Affordable Housing Bond Education
Campaign 2016
ii) By executing this Agreement, the Provider represents and agrees that Provider is
qualified to perform and fully capable of performing and providing the services
required or necessary under this Agreement in a fully competent, professional and
timely manner.
iii) Time is of the essence with respect to this Agreement.
iv) The services to be performed under this Agreement consist of Basic Services, as
described and designated in Section 3 hereof. Compensation to the Provider for
Basic Services under this Agreement shall be as set forth herein.
2. Responsibilities of the Provider
a. Services to be provided. The Provider shall provide the County with all services
required in Section 3 to satisfactorily complete the Project within the time limitations set
forth herein and in accordance with the highest professional standards.
b. Standard of Care.
i) The Provider shall exercise reasonable care and diligence in performing services
under this Agreement in accordance with the highest generally accepted standards
of this type of Provider practice throughout the United States and in accordance
with applicable federal, state and local laws and regulations applicable to the
performance of these services. Provider is solely responsible for the professional
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quality, accuracy and timely completion and/or submission of all work related to
the Basic Services.
ii) Provider shall be responsible for all errors or omissions of its agents, contractors,
employees, or assigns in the performance of the Agreement. Provider shall
correct any and all errors, omissions, discrepancies, ambiguities, mistakes or
conflicts at no additional cost to the County.
iii) The Provider shall not, except as otherwise provided for in this Agreement,
subcontract the performance of any work under this Agreement without prior
written permission of the County. No permission for subcontracting shall create,
between the County and the subcontractor, any contract or any other relationship.
iv) Provider is an independent contractor of County. Any and all employees of the
Provider engaged by the Provider in the performance of any work or services
required of the Provider under this Agreement, shall be considered employees or
agents of the Provider only and not of the County, and any and all claims that may
or might arise under any workers compensation or other law or contract on behalf
of said employees while so engaged shall be the sole obligation and responsibility
of the Provider.
v) If activities related to the performance of this Agreement require specific licenses,
certifications, or related credentials Provider represents that it and/or its
employees, agents and subcontractors engaged in such activities possess such
licenses, certifications, or credentials and that such licenses certifications, or
credentials are current, active, and not in a state of suspension or revocation.
vi) In determining the basic services to be provided, should any documents be
referenced in this Agreement, the terms of this Agreement shall have priority in
any conflict between the terms of referenced documents and the terms of this
Agreement. Should a request for proposals and a proposal be referenced the
terms of the request for proposals shall have priority over the terms of any
proposal.
3. Basic Services
a. Basic Services. The Services to be rendered pursuant to this Agreement are as follows
(fully describe services to be provided): Research and communication plan, creative
communication development and creative execution/implementation.
4. Duration of Services
a. Term. The term of this Agreement shall be from June 14, 2016 to December 14, 2016.
b. Scheduling of Services.
i) The Provider shall schedule and perform its activities in a timely manner.
ii) Should the County determine that the Provider is behind schedule, it may require
the Provider to expedite and accelerate its efforts, including providing additional
resources and working overtime, as necessary, to perform its services in
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accordance with the approved project schedule at no additional cost to the
County.
iii) The Commencement Date for the Provider's Basic Services shall be June 14,
2016.
5. Compensation
a. Compensation for Basic Services. Compensation for Basic Services shall include all
compensation due the Provider from the County for all services under this Agreement.
The maximum amount payable for Basic Services shall not exceed Fifty Thousand
Dollars ($50,000). Payment for Basic Services shall become due and payable within
thirty (30) days of Provider properly invoicing County. Payment shall be subject to
provisions of Section 5(b).
b. Disputes. In the event the amount stated on an invoice is disputed by the County, the
County may withhold payment of all or a portion of the amount stated on an invoice
until the parties resolve the dispute. Should Provider fail to perform its duties under the
terms of this Agreement, County may, without fault or penalty, withhold any payment
associated with the work to be performed until such time as said work is completed.
c. Additional Services. County shall not be responsible for costs related to any services in
addition to the Basic Services performed by Provider unless County requests such
additional services in writing and such additional services are evidenced by a written
amendment to this Agreement.
6. Responsibilities of the County
a. Cooperation and Coordination. The County has designated (Travis Myren) to act as the
County's representative with respect to the Project and shall have the authority to render
decisions within guidelines established by the County Manager and/or the County Board
of Commissioners and shall be available during working hours as often as may be
reasonably required to render decisions and to furnish information.
7. Insurance
a. General Requirements. Provider shall obtain, at its sole expense, Commercial General
Liability Insurance, Automobile Insurance, Workers' Compensation Insurance, and any
additional insurance as may be required by County's Risk Manager as such insurance
requirements are described in the Orange County Risk Transfer Policy and Orange
County Minimum Insurance Coverage Requirements (each document is incorporated
herein by reference and may be viewed at
http://www.orangecountync.gov/departments/purchasing division/contracts.php). If
County's Risk Manager determines additional insurance coverage is required such
additional insurance shall consist of N/A (if no additional insurance required mark N/A
as being not applicable). Provider shall not commence work until such insurance is in
effect and certification thereof has been received by the County's Risk Manager.
8. Indemnity
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a. Indemnity. The Provider agrees to defend, indemnify and hold harmless the County
from all loss, liability, claims or expense, including attorney's fees, arising out of or
related to the Project and arising from bodily injury including death or property damage
to any person or persons caused in whole or in part by the negligence or misconduct of
the Provider except to the extent same are caused by the negligence or willful
misconduct of the County. It is the intent of this provision to require the Provider to
indemnify the County to the fullest extent permitted under North Carolina law.
9. Amendments to the Agreement
a. Changes in Basic Services. Changes in the Basic Services and entitlement to additional
compensation or a change in duration of this Agreement shall be made by a written
Amendment to this Agreement executed by the County and the Provider. The Provider
shall proceed to perform the Services required by the Amendment only after receiving a
fully executed Amendment from the County.
10. Termination
a. Termination for Convenience of the County. This Agreement may be terminated without
cause by the County and for its convenience upon seven (7) days' prior written notice to
the Provider.
b. Other Termination. The Provider may terminate this Agreement based upon the County's
material breach of this Agreement; provided, the County has not taken all reasonable
actions to remedy the breach. The Provider shall give the County seven (7) days' prior
written notice of its intent to terminate this Agreement for cause.
c. Compensation After Termination.
i) In the event of termination, the Provider shall be paid that portion of the fees and
expenses that it has earned to the date of termination, less any costs or expenses
incurred or anticipated to be incurred by the County due to errors or omissions of
the Provider.
ii) Should this Agreement be terminated, the Provider shall deliver to the County
within seven (7) days, at no additional cost, all deliverables including any
electronic data or files relating to the Project.
d. Waiver. The payment of any sums by the County under this Agreement or the failure of
the County to require compliance by the Provider with any provisions of this Agreement
or the waiver by the County of any breach of this Agreement shall not constitute a
waiver of any claim for damages by the County for any breach of this Agreement or a
waiver of any other required compliance with this Agreement.
e. Suspension. County may suspend the Basic Services and this Agreement at any time for
County's convenience and without penalty to County upon three (3) days' notice to
Provider. Upon any suspension by County, Provider shall discontinue work on the Basic
Services and shall not resume the Basic Services until notified to proceed by County.
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11. Additional Provisions
a. Limitation and Assignment. The County and the Provider each bind themselves, their
successors, assigns and legal representatives to the terms of this Agreement. Neither the
County nor the Provider shall assign or transfer its interest in this Agreement without the
written consent of the other.
b. Governing Law. This Agreement and the duties, responsibilities, obligations and rights
of respective parties hereunder shall be governed by the laws of the State of North
Carolina. By executing this Agreement Provider affirms that Provider and any
subcontractors of Provider are and shall remain in compliance with Article 2 of Chapter
64 of the North Carolina General Statutes. By executing this Agreement Provider
certifies that Provider has not been identified, and has not utilized the services of any
agent or subcontractor, on the list created by the State Treasurer pursuant to G.S. 147-
86.58.
c. Anti-Discrimination. Provider shall at all times remain in compliance with all applicable
local, state, and federal laws, rules, and regulations including but not limited to all state
and federal anti-discrimination laws, policies, rules, and regulations and the Orange
County Anti-Discrimination Policy. Any violation of this requirement is a breach of this
Agreement and County may immediately terminate this Agreement without further
obligation on the part of the County. This paragraph is not intended to limit and does
not limit the definition of breach to discrimination.
d. Dispute Resolution. Any and all suits or actions to enforce, interpret or seek damages
with respect to any provision of, or the performance or non-performance of, this
Agreement shall be brought in the General Court of Justice of North Carolina sitting in
Orange County, North Carolina. It is agreed by the parties that no other court shall have
jurisdiction or venue with respect to such suits or actions. Binding arbitration may not
be initiated by either Party, however, the Parties may agree to nonbinding mediation of
any dispute prior to the bringing of such suit or action.
e. Entire Agreement. This Agreement represents the entire and integrated agreement
between the County and the Provider and supersedes all prior negotiations,
representations or agreements, either written or oral. This Agreement may be amended
only by written instrument signed by both parties. Modifications may be evidenced by
facsimile signatures.
f. Severability. If any provision of this Agreement is held as a matter of law to be
unenforceable, the remainder of this Agreement shall be valid and binding upon the
Parties.
g. Ownership of Work Product. Should Provider's performance of this Agreement generate
documents, items or things that are specific to this Project such documents, items or
things shall become the property of the County and may be used on any other project
without additional compensation to the Provider. The use of the documents, items or
things by the County or by any person or entity for any purpose other than the Project as
set forth in this Agreement shall be at the full risk of the County.
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h. Non-Appropriation. Provider acknowledges that County is a governmental entity, and
the validity of this Agreement is based upon the availability of public funding under the
authority of its statutory mandate.
In the event that public funds are unavailable and not appropriated for the performance of
County's obligations under this Agreement, then this Agreement shall automatically
expire without penalty to County immediately upon written notice to Provider of the
unavailability and non-appropriation of public funds. It is expressly agreed that County
shall not activate this non-appropriation provision for its convenience or to circumvent
the requirements of this Agreement, but only as an emergency fiscal measure during a
substantial fiscal crisis.
In the event of a change in the County's statutory authority, mandate and/or mandated
functions, by state and/or federal legislative or regulatory action, which adversely affects
County's authority to continue its obligations under this Agreement, then this Agreement
shall automatically terminate without penalty to County upon written notice to Provider
of such limitation or change in County's legal authority.
i. Signatures. This Agreement together with any amendments or modifications may be
executed electronically. All electronic signatures affixed hereto evidence the intent of
the Parties to comply with Article 11A and Article 40 of North Carolina General Statute
Chapter 66.
j. Notices. Any notice required by this Agreement shall be in writing and delivered by
certified or registered mail, return receipt requested to the following:
Orange County Provider's Name
Attention:Travis Myren Joel Sheer, President
P.O. Box 8181 Sheer Associates, Inc.
Hillsborough,NC 27278 202 Presque Isle Lane
Chapel Hill,NC 27514
[SIGNATURE PAGE TO FOLLOW]
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IN WITNESS WHEREOF, the Parties, by and through their authorized agents, have
hereunder set their hands and seal, all as of the day and year first above written.
ORANGE COUNTY: PROVIDER:
DocuSigned by: ,---DocuSigned by:
By: 1561A,LAAt, tkcvnolt-IrSt By: jod, S(,t,t,u
C• dz.%7.-a4:r pier --E57C971E8D914B3..
Joel Sheer, President
Printed Name and Title
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ASSOCIATES
Orange County
Allison W. Chambers, Administrative Assistant
Date of Submission June 7, 2016
Primary Contact for any
Follow-up questions Joel Sheer, President
Sheer Associates, Inc.
202 Presque Isle Lane
Chapel Hill, NC 27514
Telephone: 919-401-4568 ext. 1081
j sheer®sheermarketi ng.corn
DocuSign Envelope ID: 555476E3-EEA5-4798-A206-693D97B8251 D
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Allison W. Chambers
Administrative Assistant
Orange County Government
200 South Cameron Street
Hillsborough, NC 27278
Dear Allison and Bond Committee,
Thank you for this opportunity to submit a proposal for the Bond Voter
Education campaign in the upcoming November 8, 2016 elections.
I appreciate the background information provided in our meeting in
Hillsborough on June 1st.
It appears our services are a good match with your needs. I will remain
available to answer any questions that may arise and furnish any additional
information that may be required.
Sheer Associates began operations in 1979. As a marketing communications
firm, we specialize in developing the tools and strategies required for an
organization to successfully communicate their marketing message. With our
years of experience, we have learned that strategic planning; creativity and
implementation determine the success of all organizational communications.
Our agency is evaluated on the quality of each marketing tool and program we
create: its design, its cost effectiveness, and the success of its implementation.
This philosophy helps define the quality of our work and our commitment to
our client's mission.
We believe in working in partnership with our clients, understanding their
environment and their language. Our clients stay involved and have a
complete understanding of the development of their projects: its concept,
creative design, production and cost.
We are pleased to be considered for this project, and we would be thrilled to
put our creative talents to work for you.
Sincerely,
Joel M. Sheer, President
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Qualifications
Sheer Associates is going on its 37th year of operation. Founded in 1979, our
success has been achieved through the marketing and design services that we
have provided to our numerous clients, which has afforded us with our
extensive experience that we bring to any new challenge.
To assist our clients with their communications, Sheer Associates specializes in
developing marketing tactics and expressions from beginning concept to
finished implementation. Simply put, we help organizations reach their
communication goals. Utilizing print literature, direct marketing, advertising,
public relations, video and audio production, social marketing, web design and
electronic marketing, we put special emphasis on branding and identity
building through strategic planning and graphic design.
In terms of our process, we always start with what we know. The first process
for strategic communications is to get input from the organization.
Organizations, when properly directed, can discuss and develop ideas, which
often result in better and more targeted concepts. We would utilize your input
and match it up with our experience, talents, and any available research. Our
experience has taught us that visual marketing expressions should never be
confusing or compromising in their delivery. They must simply communicate
while being re-enforceable and retainable over time. They should serve as an
essential tool in building overall public understanding through expression.
Message development integration can proceed aggressively as soon as the
initial planning sessions are concluded. Joel Sheer would take the lead in
integrating the message through expression. The core message needs to be
concise, memorable, and unified in its delivery. This message must be clearly
understood, be re-enforceable over time, allow for targeted expressions and
operate as a catalyst to the organization's goals.
Once the planning and message development integration are considered, Joel
Sheer will work to develop and produce any appropriate collateral. As a
marketing communications company, this is our specialty. All expressions will
be graphically and thematically unified, planned and timed to achieve
maximum public exposure and understanding.
Our best assets are our talented employees and extensive experience. The
company's principals, Joel Sheer and John Gonet, have worked together for the
last thirty-four of the company's thirty-six years. Together they have
successfully completed over 13,000 marketing assignments as Sheer Associates,
Inc.
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We are a small agency by design, with extensive talent, experience and
commitment to servicing our clients. Clients don't get lost or assigned to
junior talent when we agree to take on their work.
We believe our recognition is demonstrated most clearly by our success at
developing communication programs and campaigns that work. Industry
recognition ranges from numerous national print advertising awards, web
development awards, and even a Grammy Award for art direction working with
Doc Watson.
Our clients are listed at the end of this document.
Examples of Sheer Associates' creative marketing successes include:
• A Southern Season - Sheer began their association with this client in
1981 when they were a small retail store with a handful of
employees. In order to help position A Southern Season, Sheer
developed the branding, packaging designs (still in use), catalogs and
a new direct mail initiative. In addition, Sheer consulted on the
development of a central customer database that allowed direct
marketing opportunities to flourish. Today, A Southern Season has
transferred to new ownership with several hundred employees and
has grown into one of the largest gourmet food stores in the country.
• Carolina Meadows - Sheer worked with Carolina Meadows beginning
in 1987 and successfully completed over 400 communication projects
for this Continuing Care Retirement Community over 20 years.
Initially, they were struggling to make ends meet, having located in a
remote area of Chatham County. Sheer helped with the development
and implementation of a marketing strategy that transformed the
community into one of the leading retirement communities in the
nation. In fact, Senior Living consistently listed Carolina Meadows as
one of the top five retirement communities in the United States.
Sheer's contribution was recognized by the Mature Media awards as
"The best in advertising, marketing and educational materials for
older adults." In addition, Sheer Associates won multiple national
awards from Mature Media and the National Association of Area
Agencies on Aging.
• Chapel Hill/Orange County Travel a Tourism - Sheer worked with
the Chapel Hill/Orange County Visitors Bureau for fourteen years,
was named agency of record in 1996, and continued to serve through
multiple contract renewals. Sheer produced nearly all the
expressions of Orange County's travel and meeting planning
materials. These include videos, trade shows, advertising,
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brochures, direct mailers, website development, and special event
planning. The bureau continues to provide a valuable investment for
its citizens. Their website was initially designed and engineered by
Sheer Associates and it won first place in the state for travel and
tourism.
• Child Welfare Institute - CWI started in 1984 when a gifted UNC
professor, Dr. Thomas Morton, became frustrated with the
ineffectiveness of many child welfare systems throughout the
country. Having an academic background, he approached Sheer
Associates to determine if an independent child welfare institute
could successfully survive and what tools and expressions would be
required to ensure its success.
Through our exploration, it became clear that this was an important
assignment. CWI was needed because state and local government
agencies, as well as private child welfare agencies, face monumental
challenges in administering systems that assure safety, permanence
and well-being for children.
CWI quickly grew and moved to Atlanta, Georgia and became the
nation's leading provider of child welfare training and organizational
development, which they offer to state, local and private agencies
throughout the United States and Canada. Sheer Associates
developed, consulted and produced the central branding for CWI
including its corporate, promotional and training materials. CWI was
purchased by Kid's Hope United. Sheer Associates is proud to be a
continual part of this organization's overall success because they do
so much good for children.
• Educational Foundation a.k.a. Ram's Club - Sheer has worked with
the Educational Foundation for the University of North Carolina since
1994 and has successfully completed over 90 separate projects and
campaigns. These include promotional materials to achieve fund-
raising for the Kenan Stadium expansion, women's field hockey
stadium, women's softball stadium, new soccer facility, and the new
Finley Golf Course. In addition, Sheer has helped with membership
retention and expansion through planning, advertising, collateral
development and direct marketing. The Educational Foundation
enjoys the distinction of being one of the most successful fund-raising
university foundations in the United States.
• Home Health Agency/Foundation - When Joel Sheer was appointed
to the Board of Directors in 1995, the Home Health Agency had over
430 employees. The entire home health industry was in a time of
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rapid change, mainly due to Medicare realignments. This agency was
no different and was in a serious financial predicament. Today, Joel
Sheer is the Director of what has now evolved into the Home Health
Foundation. Working for 10 years to set up an Endowment, this
Foundation donates continuously to worthy causes that meet the
original mission of the organization. As Director, Joel Sheer oversees
the philanthropic activities of the foundation and has established,
through an endowment, its ability to be a permanent part of our
local health care community forever. Through these efforts the Home
Health Foundation has donated over $800,000 to our community.
With Sheer's assistance the agency has:
• Successfully met all of its financial obligations
• Negotiated the sale of the agency in 1998 with agreement
to retain all employees
• Sold real estate and other tangible assets
• Formed a non-profit foundation in 1998, whose purpose was
to promote and continue the original mission of the
organization
• Jacksonville/Onslow County, NC (Government) - "Only in Onslow"
Campaign (still in use). Sheer Associates was selected from fourteen
agencies to help identify ways of creating economic development in
Jacksonville, NC and Onslow County. A committee of 100 was
formed, funding was achieved and the campaign rolled out
successfully. Sheer was successful in bringing Onslow County,
Jacksonville, and Camp Lejeune together in cooperative efforts.
• U.S. State Department (Government) - Sheer Associates developed a
program to communicate furnishing options to over 400 consulates
and embassies worldwide. Working with Drexel Furniture Company,
Sheer developed communications whose expressions include
catalogues, multimedia production and website development. This
program was developed over nineteen years ago and continues to be
used by the U.S. State Department and the Governmental Services
Administration (GSA) worldwide.
• WUNC-FM (Non-Profit) - For fourteen years Sheer consulted, designed
and managed WUNC-FM's direct mail fund-raising efforts. WUNC-FM
enjoys being one of the best listener supported public radio stations
in the country. When Sheer began its affiliation, there was one
letter that was used to a few thousand listeners. Sheer distributed
28 targeted direct mailers throughout the year to over 250,000
recipients. Additionally, Sheer consulted and helped direct an
ongoing corporate underwriting program, which included the
production of their corporate underwriting collateral package.
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The Work Plan
Sheer Associates, Inc. proposes our talents in response to Orange County's
request for services. Sheer Associates specializes in marketing
communications. As previously stated, the company has implemented more
than 13,000 projects and campaigns in our 36 years, building awareness on
behalf of government, non-profit and for-profit clients. Joel Sheer, the
company President, would serve as the chief facilitator and contact for all
aspects of this project.
What follows is a list of our services, bios of our creative team, a list of our
clients, and a preliminary action plan.
Thank you again for this opportunity to submit our background information and
for your consideration of entering a working relationship with our firm. If you
need any additional information, please do not hesitate to ask.
Sincerely,
(:Z544**-717 141
Joel M. Sheer, President
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Our Services
Art Direction
Branding Ft Logo Development
Broadcast/Video Production
Concept Development
Consultation
Copyediting
Copywriting
Electronic Marketing
Focus Groups
Graphic Design
Market Research
Media Research, Planning and Buying
Message Development
Photography and Illustration
Print Management
Public Relations
Social Marketing
Strategic Planning
Trade Show and Display Production
Web Site Design Ft Development
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Creative Team Bio's
Joel Sheer is the founder and president of Sheer Associates, Inc. located in
Chapel Hill. After earning degrees in Political Science and later, Philosophy, he
studied law in Washington, DC before entering the Peace Corps/Vista program.
At the end of his service, Sheer became Sales Manager for a large commercial
printing company in Virginia, and then moved to North Carolina as Vice-
President of the Design Group before forming Sheer Associates, Inc. in 1979. In
the last thirty-six years, Sheer has successfully managed over 13,000 marketing
projects for clients across many industries, products and services. He also
serves as Director of the Home Health Foundation, was an Advisory Board
Member of the Small Business and Technology Development Center for the
University of North Carolina, and an Executive Board Member for the Chapel
Hill/Carrboro Chamber of Commerce where he also chaired the marketing and
communications committee. He recently served on the Triangle Community
Foundation's Board of Directors, their Executive Committee, Chair of their
Marketing Communications Committee and chaired the crafting of their current
five year strategic plan. His numerous awards range from National PICA Awards
for print, web design awards, and a Grammy Award working with Doc Watson
for musical presentation.
John Streszoff is the Director of Client Services. He graduated from Flagler
College in St. Augustine, FL in 2000 earning degrees in Sport Management and
Business Administration. Upon moving to Chapel Hill, he worked for the Durham
Herald-Sun as an advertising sales representative for 2 years. He was hired at
Sheer in July 2002. John manages the tactical aspects of each project and acts
as the chief point of contact for our clients once we have established the best
way to implement our clients' needs. He excels at detail.
John Gonet has provided design and art direction for Sheer Associates for 34
years. He attended Ringling School of Art and has worked with Sheer
Associates since 1981 serving as our full-time Art Director. Today, he oversees
all graphic design projects from start to finish.
Melanie Raskin is our copywriter and videographer. Melanie has been writing
and producing media since 1977. She began her career in broadcast journalism
as a radio News Director who also wrote commercial copy. She joined Sheer
Associates' creative team in 1988. Melanie has worked on hundreds of projects
and taught video production and writing workshops for years. She is the past
president of the IABC (International Association of Business Communications)
and chairs The Silver Reel Awards for video excellence. Her philosophy is
"good attitudes make good presentations."
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Our Clients:
Sheer Associates' wide variety of marketing communication clients have included:
A Southern Season* Kenan Transport*
Advanced Direct* Kovens Construction Company*
Advanced Energy Corporation* Kroy Building Products*
AgRenaissance Software LLC* Lasata Wines*
Alliance for Historic Hillsborough* LifeStyle Contract Furnishings*
Anthony &t Co.* McKim &t Creed*
Apogee Medical, Inc.* MCNC*
Apollo Chemical Corporation* Med Tec, Inc.*
Barnhill Contracting Group* MM Fowler, Inc./Family Fare*
Bayer Cropscience* National Technology Group*
Becton-Dickinson Medical Research* NC Academy of Family Physicians*
Blue Cross Blue Shield* North Carolina State University*
Burt's Bees* Organon Teknica*
Capkov Ventures* PlayMakers Repertory Theatre*
Carolina Meadows* Plum Spring Clinic*
Carolina Financial, Inc.* Presidium Retirement Advisers, Inc.*
Carolina Ophthalmology* Quintiles Transnational Corporation*
Caswell Council for the Arts* Resolute Building Company*
Center For Women's Health Research* Rhone-Poulenc Ag Company*
Chapel Hill Chamber of Commerce* Siena Hotel*
Chapel Hill Museum* Simply Delicious*
Chapel Hill Public Library* Smith-Breeden Associates*
Chapel Hill/Orange County Visitors Bureau* Southern Assisted Living*
Chapel Hill Tire Car Care Center* Stovall Life Science*
Child Welfare Institute* Tenax*
CNS Software* The Bicycle Chain*
Computer Service Partners* The Home Team*
Croasdaile Country Club* Tony Hall Et Associates*
Croscill Royal Home Fashions* Trion Corporation*
Danville Chamber of Commerce* UNC Educational Foundation*
Doe Et Ingalls* UNC General Alumni Association*
Drexel Hertiage UNC Hospitals*
Duke Athletic Products UNC School of Public Health*
EnSolve Biosystems, Inc.* Univ. of North Carolina at Chapel Hill*
Environmental Aspects, Inc.* USAT*
Ericsson GE* Varian*
Fearrington Village* Visiting International Faculty Program*
Granville Towers* Whitehall Antiques*
Hickory Leather Company* West Financial Strategies*
Hill, Chesson Et Woody* WUNC Public Radio*
Jacksonville/Onslow Co. Chamber* ...and numerous others
Keeps Corporation*
Kenan-Flagler School of Business* *Denotes multiple projects
DocuSign Envelope ID: 555476E3-EEA5-4798-A206-693D97B8251 D
/i iOr
ASSOCIATES
Suggested Preliminary Action Plan
Total Budget not to exceed $50,000
These suggestions are preliminary, and there should be additional discussions before I
fully recommend the following approach. This process includes the services and
timelines that we will likely suggest if we are awarded this contract. This information
is intended to provide a more thorough understanding of our approach and process to
demonstrate that we are knowledgeable and capable of successfully executing this
campaign for the citizens of Orange County.
PHASE 1:
Research and Communication Plan
This will include reviewing any available research including the voter participation
records for the last successful county-wide bond referendum in November 2011. Our
research will help shape the communications for this county-wide campaign. This
research will include help with the identification and breakdown of the various target
audiences, the message(s) most suited to achieve our results, the best channel
needed to deliver these messages and finally the timing and frequency for these
messages. (Audience, Message, Channel and Frequency)
PHASE 2:
Creative Communication Development
Once the plan is developed we will focus on the creative development of our
messaging. Guiding our consideration will be the knowledge of our specific audiences
and the messages required as outlined in phase one. Additionally, and coupled with
our experience, the communication channel as outlined in phase one will help
determine the tone, style and emphasis of the campaign's content and its creative
expression.
PHASE 3:
Creative Execution
This is the final step to ensure the campaign is executed as intended.
This phase will include the logistics and creative materials required for each of our
target audiences to adequately understand the value and issues concerning the 2016
bond referendum. Media contracts, finalizing and facilitating communication
opportunities and ongoing monitoring will all be included in this final phase.
DocuSign Envelope ID: 555476E3-EEA5-4798-A206-693D97B8251 D
/i ilr
ASSOCIATES
Media Outlets and Collateral Expressions to Consider:
Consideration will be given to the following media outlets for publicity and potential
advertising together with the additional collateral expressions that may be required
to ensure the success of our communication plan. These media outlets may likely
include:
• News of Orange/Northern Orange County
• Daily Tar Heel
• Chapel Hill Herald
• Chapel Hill News (N&tO)
• Chapelboro
• Independent Weekly
• Chapel Hill Magazine
Planned Activities a Timelines June-November, 2016 - Budget $50,000.00
Action Jule Jwly u Aug. Aug. Aug. Sept. Sept. Oct. Oct. Nov.
13th 22nd 29th 10th 16th 29th 12th 26th 10th 24th 8th
Contract awarded and job begins
Research VIII
Communication Plan
Contact Database Development I IIII VIII
Media Contact List Database
Development
Community engagement
opportunities list&goals,
contacts and speaking
engagements
Media Planning I 01 I II I I
Creative Communication II
Development-Copy
Creative Communication
Development-Design
Identify campaign news stories II
for publicity
Execution II VIII IIII
Election Day
We are excited about the opportunity to work on this bond referendum
education initiative due to its challenges and the importance to our
community. Thank you for your consideration. We look forward to putting our
talents to work for you.
-End-
000uSion Envelope ID:00047oEu-EEAo-47eu-Azoo-6euoe7Buzo10
HIGH & RUBISH INSURANCE AGENCY
'
PO BOX 3040
CHAPEL HILL NC 27515 --� -
0
06-16-2015 •Auto-Owners Insurance
Life Home Car Business
Your agency's phone number is (919) 913-1144 ~��= --------
P.O. BOX 30660, LANSING, MICHIGAN 48909-8160 • 517-323-1200
AUTO-OWNERS INSURANCE COMPANY
AUTO-OWNERS LIFE INSURANCE COMPANY
HOME-OWNERS INSURANCE COMPANY
OWNERS INSURANCE COMPANY
PROPERTY-OWNERS INSURANCE COMPANY
SOUTHERN-OWNERS INSURANCE COMPANY
You may view your policy online at www.auto-owners.com.
SHEER ASSOCIATES INC To enroll, use the policy number 47-340-828-00 and
203 PRESQUE ISLE LN Personal ID code A9C 1P6 8K1 . Once enrolled, you may
CHAPEL HILL NC 27514-6986 choose to stop receiving the paper policy in the mail.
Thank you for allowing Auto-Owners to handle your insurance needs.
Auto-Owners Insurance Group is financially sound with sufficient reserves to be ranked among the leaders in the in-
dustry for financial security. Our A+ + (Superior) rating by the A.M. Best Company signifies that we have the finan-
cial strength to provide the insurance protection you need.
Feel free to contact your independent Auto-Owners agent with questions you may have about any of your insurance
needs.
Auto-Owners Insurance - The "No Problem" People 8
Pay your premium in full, by the due date, and you will receive a discount as shown below:
Total Policy Premium $554.29
Paid in Full Discount -8.58
Total Policy Premium If Paid In Full $547.71
* * * * * * * THIS IS NOT A BILL. * * * * * * *
Please pay any unpaid bills. Your bill will be mailed separately from
Lansing, Michigan on or about 4uly 12, 2015.
- Our Policyholders and Agents Since 1916 -
DocuSign Envelope ID:555476E3-EEA5-4798-A206-693D97B8251D
(ruiners Page 1 54643 (01-90)
Issued 06-16-2015
INSURANCE COMPANY BUSINESSOWNERS POLICY DECLARATIONS
6101 ANACAPRI BLVD. , LANSING, MI 48917-3999
Renewal Effective 08-01-2015
AGENCY HIGH & RUBISH INSURANCE AGENCY
15-0936-00 MKT TERR 050 (919) 913-1144 POLICY NUMBER 47-340-826-00
INSURED SHEER ASSOCIATES INC Company Use 35-57-NC-0708
Company POLICY TERM
ADDRESS 202 PRESQUE ISLE LN Bill 12:01 a.m. 12:01 a.m.
CHAPEL HILL NC 27514-6986 to
08-01-2015 08-01-2016
In consideration of payment of the premium shown below, this policy is renewed. Please attach this
Declarations and attachments to your policy. If you have any questions, please consult with your agent.
ENTITY: Corporation
PROPERTY COVERAGES - ALL DESCRIBED LOCATIONS DED LIMITS PREMIUM
Special Coverage Form
Employee Dishonesty $250 $15,000 Included
TERRORISM - CERTIFIED ACTS $4.20
BUSINESS LIABILITY PROTECTION LIMITS PREMIUM
COVERAGES
Aggregate Limit $4,000,000 $4.32
(Other than Products-Completed Operations)
Products-Completed Operations Aggregate 2,000,000 Included
Liability and Medical Expense 2,000,000 Included
Medical Expense - Per Person 5,000 Included
Personal Injury Excluded
Tenants Fire Legal - Any One Fire 50,000 Included
TERRORISM - CERTIFIED ACTS .09
FORMS THAT APPLY TO ALL LOCATIONS: 54521 (08-09) BP0002 (01-87) BP0006 (01-87)
54961 (11-11) BP0009 (01-87) 54679 (06-92) 54709 (04-10) 54098 (05-07)
54319 (07-06) 54867 (03-08) 54656 (08-91) 54088 (09-09) 64728 (02-14)
DocuSign Envelope ID:555476E3-EEA5-4798-A206-693D97B8251D
Page 2 54643 (01-90)
OWNERS INS. CO. Issued 06-16-2015
AGENCY HIGH & RUBISH INSURANCE AGENCY Company POLICY NUMBER 47-340-826-00
15-0936-00 MKT TERR 050 Bill Company Use 35-57-NC-0708
INSURED SHEER ASSOCIATES INC Term 08-01-2015 to 08-01-2016
LOCATION 001
LOCATION: 202 PRESQUE ISLE LN CHAPEL HILL NC 27514-6986
COVERAGES DED LIMITS PREMIUM
TERRORISM - CERTIFIED ACTS INCLUDED
SEE FORM(S) 59350 (01-15), 54309 (07-08), 59390 (01-15)
ADDITIONAL FORMS FOR THIS LOCATION: BP0007 (01-90) BP0116 (03-87) IL0162 (04-90)
IL0269 (10-94) 54094 (03-07) 54238 (12-01) 54244 (05-07) 54309 (07-08)
54605 (11-88) 54661 (08-91) 59350 (01-15)
LOC 001 BLDG 0001
COVERAGES DED LIMITS PREMIUM
Business Personal Property - REPL . COST $500 $17,570 $60 .27
Adjusted Value Factor 0 . 0150
Business Income And Extra Expense 12 Months Included
Limitation of Coverage for Fungi, Mold, See Form Included
Dry Rot, Wet Rot and Bacteria
COVERAGE PACKAGE: Property Plus -Standard 6.63
Accounts Receivable 500 100,000 Included
Arson Reward 7,500 Included
Bailees Coverage 5,000 Included
2,500 Per Item
Building Glass Coverage 250 See Form Included
Business Personal Property - Expanded 500 Up To 1,000 Ft Included
Coverage
Business Personal Property At Fairs 500 5,000 Included
Or Exhibitions
Business Personal Property At Newly 500 500,000/90Days Included
Acquired Premises
Business Personal Property In Transit 500 25,000 Included
Business Personal Property Off Premises 500 25,000 Included
Debris Removal 25,000 Included
Electronic Equipment
Equipment - Unscheduled 500 25,000 Included
Electrical Disturbance See Form 25,000 Included
Mechanical Breakdown 1,000 25,000 Included
Media 25,000 Included
Transportation 25,000 Included
Business Income And Extra Expense 100,000 Included
Fine Arts, Collectibles, And Memorabilia 10,000/ Included
2,500 Per Item
Fire Department Service Charge 5,000 Included
Fire Extinguisher And Fire Suppression 10,000 Included
System Recharge
Forgery And Alteration 500 10,000 Included
Money & Securities Inside Premises 250 15,000 Included
Money & Securities Outside Premises 250 15,000 Included
Newly Acquired Or Constructed Property 500 1,000,000/ Included
90 Days
Off-Premises Utility Service Failure 500 50,000 Included
Ordinance Or Law
Coverage A, B And C Combined 50,000 Included
Outdoor Property 500 10,000 Included
Trees, Shrubs Or Plants 500 1,000 Per Item Included
Outdoor Signs 250 5,000 Included
Personal Effects And Property Of Others 500 15,000 Included
Pollutant Clean Up And Removal 25,000 Included
Refrigerated Products 500 10,000 Included
Rekeying Of Locks 1,000 Included
Salesperson's Samples 10,000
DocuSign Envelope ID:555476E3-EEA5-4798-A206-693D97B8251D
vwners Page 3 54643 (01-90)
Issued 06-16-2015
INSURANCE COMPANY BUSINESSOWNERS POLICY DECLARATIONS
6101 ANACAPRI BLVD. , LANSING, MI 48917-3999
Renewal Effective 08-01-2015
AGENCY HIGH 8 RUBISH INSURANCE AGENCY
15-0936-00 MKT TERR 050 (919) 913-1144 POLICY NUMBER 47-340-826-00
INSURED SHEER ASSOCIATES INC Company Use 35-57-NC-0708
Company POLICY TERM
ADDRESS 202 PRESQUE ISLE LN Bill 12: 01 a.m. 12: 01 a.m.
CHAPEL HILL NC 27514-6986 to
08-01-2015 08-01-2016
In consideration of payment of the premium shown below, this policy is renewed. Please attach this
Declarations and attachments to your policy. If you have any questions, please consult with your agent.
Valuable Papers And Records 500 50,000 Included
Water Back-Up From Sewers Or Drains 500 15,000 Included
Equipment Breakdown 500 See Form 2.27
ADDITIONAL FORMS FOR THIS BUILDING: 54841 (10-09) 54499 (04-13) 54500 (04-13)
54069 (08-00) 54340 (04-13) 54743 (08-00) 54750 (08-00) 54073 (08-00)
54226 (08-00) 54752 (08-00) 54064 (08-00) 54072 (08-00) 54067 (08-00)
54708 (01-07) 54062 (08-00) 54071 (03-05) 54070 (02-05) 54745 (08-00)
54066 (08-00) 54065 (08-00) 54658 (04-07) 54749 (08-10) 54068 (08-00)
54063 (03-13) 54227 (08-00) 54341 (03-13) 54748 (08-00) 54228 (04-13)