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SR 08-23-2022 5L City Council Report City Council Meeting: August 23, 2022 Agenda Item: 5.L 1 of 3 To: Mayor and City Council From: David White, City Manager, City Manager's Office, Office of Communications Subject: Approval of Third Modification of Agreement #4268 with Hootsuite for Social Media Management Software Recommended Action Staff recommends that the City Council authorize the City Manager to negotiate and execute a modification to agreement #4268 (SAAS) with Hootsuite Media, Inc. in an amount of $195,755 for software and tools to manage dozens of social media pages, protect account security and provide accurate and timely information to the Santa Monica community for the City Manager’s Office. This recommended award is made as an exception to the competitive bidding process pursuant to Section 2.24.250 (a-i) and will result in an amended 11-year agreement with a new total amount not to exceed $427,250 with future year funding contingent on Council budget approval. Summary Hootsuite is commonly recognized as the industry standard for social media management and enables staff to centralize management of the City's multiple social media accounts, including Facebook, Twitter, and Instagram. The platform has been an integral part of the City’s social media management since 2016 and is currently used to schedule and manage City social media content by over 25 City users across multiple departments. The centralized management structure allows for a streamlined workflow for approval and content posting, saving valuable staff time in all departments, while also allowing City departments to respond to community questions. Additionally, Hootsuite's advanced analytics capabilities that track impressions, engagements, sentiments, etc. help the City reach more of our constituents with important messaging. Staff have used Hootsuite since 2016, migrating City accounts and stats to a different platform would prove burdensome. Hootsuite has agreed to pricing for the 5.L Packet Pg. 116 2 of 3 City for the next five years. Staff, therefore, recommends extending the existing agreement for that term. Discussion The City’s agreement with Hootsuite was first executed in 2016 and was renewed in 2018 and 2020. Over the past six years, Hootsuite has been an essential tool in our efforts to consolidate the City’s social media accounts and speak with our constituents in one unified voice. Following the initial lift of training staff users and integrating the original 150 social media accounts onto the platform, Hootsuite now seamlessly facilitates thousands of City social media posts each year. In recent years, it has proven essential to the City’s communication efforts during the Covid-19 Pandemic, the 2020 Uprisings, and other high-stress events where quick and consistent communication has been crucial. Vendor Selection Exception to Competitive Bidding Staff recommends Hootsuite Corporation to furnish and deliver/provide social media management tools and software as an exception to competitive bidding per Muni Code 2.24.250 (b). b. when a good or service is copyrighted, patented or only available form one license holder, including, proprietary goods, original equipment manufacturers and/or exclusive distributors. Vendor Justification The City began use of Hootsuite in 2016 and it is now the implemented solution to manage the City’s 60+ social media accounts and over 25 staff are trained on the software and use it regularly. This consolidation allowed the City to ensure key information and messages reached the broadest possible audience, increased consistency of messages across channels, minimized liability, and increased cooperation between departments on outreach efforts. The centralized management structure has allowed for a streamlined workflow for content approval and posting; saving valuable staff time in all City departments. Hootsuite has advanced analytics capabilities that track impressions, engagements, sentiments, spikes in performance, trends, etc. Additionally, Hootsuite has integration capabilities with other communications platforms to leverage the City’s outreach capabilities. For this reason, staff seeks to make this procurement as an exception to the competitive process under Santa Monica Municipal Code 2.24.250 section because Hootsuite is a proprietary software only available through them. 5.L Packet Pg. 117 3 of 3 For the past two modifications, Finance has approved sole source authorization to renew the agreement, and staff is requesting an exemption from the competitive process for this modification as well. Staff had previously conducted an informal solicitation for bids at the beginning of our agreement with Hootsuite and determined that Hootsuite was the most affordable platform available. In addition to Hootsuite’s affordability, the platform offers advanced features specific to government social media management not found in other platforms. Furthermore, due to limited staff capacities and the extra demands being made on communication resources from the ongoing realities of Covid-19, identifying a new platform, migrating accounts, and training staff would be infeasible. Financial Impacts and Budget Actions Staff seeks authority to approve funding from the General Fund to increase the amount of a contract with Hootsuite Media, Inc. for social media management, scheduling, and analytics platform. Future year funding is contingent on Council budget approval. Contract Modification Request Agreement # Current Authorized Amount FY 2022/23 Budget Modified Request Amount Future Year Modification Request Amount FY 2022-23 Budget Dept/CIP Account # Total Revised Contract Amount 4268   $238,500 $39,151 $156,604  01200010.550010  $434,255 Prepared By: Constance Farrell, Acting Chief Communications Officer Approved Forwarded to Council Attachments: A. Hootsuite CT#4268 Original Agreement B. Hootsuite CT#4268 1st Modification C. Hootsuite - CT#4268 2nd Modificaiton D. 2022 Hootsuite Oaks Initiative Signed 5.L Packet Pg. 118 5.L.a Packet Pg. 119 Attachment: Hootsuite CT#4268 Original Agreement (5291 : Modify Agreement with Hootsuite for Social Media Management) 5.L.a Packet Pg. 120 Attachment: Hootsuite CT#4268 Original Agreement (5291 : Modify Agreement with Hootsuite for Social Media Management) 5.L.a Packet Pg. 121 Attachment: Hootsuite CT#4268 Original Agreement (5291 : Modify Agreement with Hootsuite for Social Media Management) 5.L.a Packet Pg. 122 Attachment: Hootsuite CT#4268 Original Agreement (5291 : Modify Agreement with Hootsuite for Social Media Management) 5.L.a Packet Pg. 123 Attachment: Hootsuite CT#4268 Original Agreement (5291 : Modify Agreement with Hootsuite for Social Media Management) 5.L.a Packet Pg. 124 Attachment: Hootsuite CT#4268 Original Agreement (5291 : Modify Agreement with Hootsuite for Social Media Management) 5.L.a Packet Pg. 125 Attachment: Hootsuite CT#4268 Original Agreement (5291 : Modify Agreement with Hootsuite for Social Media Management) 5.L.a Packet Pg. 126 Attachment: Hootsuite CT#4268 Original Agreement (5291 : Modify Agreement with Hootsuite for Social Media Management) 5.L.a Packet Pg. 127 Attachment: Hootsuite CT#4268 Original Agreement (5291 : Modify Agreement with Hootsuite for Social Media Management) 5.L.a Packet Pg. 128 Attachment: Hootsuite CT#4268 Original Agreement (5291 : Modify Agreement with Hootsuite for Social Media Management) 5.L.a Packet Pg. 129 Attachment: Hootsuite CT#4268 Original Agreement (5291 : Modify Agreement with Hootsuite for Social Media Management) 5.L.a Packet Pg. 130 Attachment: Hootsuite CT#4268 Original Agreement (5291 : Modify Agreement with Hootsuite for Social Media Management) 5.L.a Packet Pg. 131 Attachment: Hootsuite CT#4268 Original Agreement (5291 : Modify Agreement with Hootsuite for Social Media Management) 5.L.a Packet Pg. 132 Attachment: Hootsuite CT#4268 Original Agreement (5291 : Modify Agreement with Hootsuite for Social Media Management) 5.L.a Packet Pg. 133 Attachment: Hootsuite CT#4268 Original Agreement (5291 : Modify Agreement with Hootsuite for Social Media Management) 5.L.a Packet Pg. 134 Attachment: Hootsuite CT#4268 Original Agreement (5291 : Modify Agreement with Hootsuite for Social Media Management) 5.L.b Packet Pg. 135 Attachment: Hootsuite CT#4268 1st Modification (5291 : Modify Agreement with Hootsuite for Social Media Management) 5.L.b Packet Pg. 136 Attachment: Hootsuite CT#4268 1st Modification (5291 : Modify Agreement with Hootsuite for Social Media Management) 5.L.b Packet Pg. 137 Attachment: Hootsuite CT#4268 1st Modification (5291 : Modify Agreement with Hootsuite for Social Media Management) 5.L.b Packet Pg. 138 Attachment: Hootsuite CT#4268 1st Modification (5291 : Modify Agreement with Hootsuite for Social Media Management) 5.L.b Packet Pg. 139 Attachment: Hootsuite CT#4268 1st Modification (5291 : Modify Agreement with Hootsuite for Social Media Management) 5.L.b Packet Pg. 140 Attachment: Hootsuite CT#4268 1st Modification (5291 : Modify Agreement with Hootsuite for Social Media Management) 5.L.b Packet Pg. 141 Attachment: Hootsuite CT#4268 1st Modification (5291 : Modify Agreement with Hootsuite for Social Media Management) DocuSign Envelope ID: 5304B25A-7E74-4FEF-B42F-129C4C156644 7/22/2020 5.L.c Packet Pg. 142 Attachment: Hootsuite - CT#4268 2nd Modificaiton (5291 : Modify Agreement with Hootsuite for Social Media Management) DocuSign Envelope ID: 5304B25A-7E74-4FEF-B42F-129C4C156644 George Cardona Interim City Attorney 7/22/2020 SVP, Finance Ric Leong 7/22/2020 Hootsuite Inc. Interim City Manager Lane Dilg 7/24/2020 7/24/2020 Denise Anderson-Warren City Clerk 5.L.c Packet Pg. 143 Attachment: Hootsuite - CT#4268 2nd Modificaiton (5291 : Modify Agreement with Hootsuite for Social Media Management) DocuSign Envelope ID: 5304B25A-7E74-4FEF-B42F-129C4C156644 5.L.c Packet Pg. 144 Attachment: Hootsuite - CT#4268 2nd Modificaiton (5291 : Modify Agreement with Hootsuite for Social Media Management) DocuSign Envelope ID: 5304B25A-7E74-4FEF-B42F-129C4C156644 5.L.c Packet Pg. 145 Attachment: Hootsuite - CT#4268 2nd Modificaiton (5291 : Modify Agreement with Hootsuite for Social Media Management) DocuSign Envelope ID: 5304B25A-7E74-4FEF-B42F-129C4C156644 5.L.c Packet Pg. 146 Attachment: Hootsuite - CT#4268 2nd Modificaiton (5291 : Modify Agreement with Hootsuite for Social Media Management) CITY OF SANTA MONICA OAKS INITIATIVE NOTICE NOTICE TO APPLICANTS, BIDDERS, PROPOSERS AND OTHERS SEEKING DISCRETIONARY PERMITS, CONTRACTS, OR OTHER BENEFITS FROM THE CITY OF SANTA MONICA Santa Monica’s voters adopted a City Charter amendment commonly known as the Oaks Initiative. The Oaks Initiative requires the City to provide this notice and information about the Initiative’s requirements. You may obtain a full copy of the Initiative’s text from the City Clerk. This information is required by City Charter Article XXII—Taxpayer Protection. It prohibits a public official from receiving, and a person or entity from conferring, specified personal benefits or campaign advantages from a person or entity after the official votes, or otherwise takes official action, to award a “public benefit” to that person or entity. The prohibition applies within and outside of the geographical boundaries of Santa Monica. All persons or entities applying or receiving public benefits from the City of Santa Monica shall provide the names of trustees, directors, partners, and officers, and names of persons with more than a 10% equity, participation or revenue interest. An exception exists for persons serving in those capacities as volunteers, without compensation, for organizations exempt from income taxes under Section 501(c)(3), (4), or (6), of the Internal Revenue Code. However, this exception does not apply if the organization is a political committee or controls political committees. Examples of a “public benefit” include public contracts to provide goods or services worth more than $25,000 or a land use approval worth more than $25,000 over a 12-month period. In order to facilitate compliance with the requirements of the Oaks Initiative, the City compiles and maintains certain information. That information includes the name of any person or persons who is seeking a “public benefit.” If the “public benefit” is sought by an entity, rather than an individual person, the information includes the name of every person who is: (a) trustee, (b) director, (c) partner, (d) officer, or has (e) more than a ten percent interest in the entity. Therefore, if you are seeking a “public benefit” covered by the Oaks Initiative, you must supply that information on the Oaks Initiative Disclosure Form. This information must be updated and supplied every 12 months. 5.L.d Packet Pg. 147 Attachment: 2022 Hootsuite Oaks Initiative Signed (5291 : Modify Agreement with Hootsuite for Social Media Management) CITY OF SANTA MONICA OAKS INITIATIVE DISCLOSURE FORM In order to facilitate compliance with the requirements of the Oaks Initiative, the City compiles and maintains certain information. That information includes the name of any person or persons who is seeking a “public benefit.” If the “public benefit” is sought by an entity, rather than an individual person, the information includes the name of every person who is: (a) trustee, (b) director, (c) partner, (d) officer, or has (e) more than a ten percent interest in the entity. Public benefits include: 1. Personal services contracts in excess of $25,000 over any 12-month period; 2. Sale of material, equipment or supplies to the City in excess of $25,000 over a 12- month period; 3. Purchase, sale or lease of real property to or from the City in excess of $25,000 over a 12- month period; 4. Non-competitive franchise awards with gross revenue of $50,000 or more in any 12-month period; 5. Land use variance, special use permit, or other exception to an established land use plan, where the decision has a value in excess of $25,000; 6. Tax “abatement, exception, or benefit” of a value in excess of $5,000 in any 12- month period; or 7. Payment of “cash or specie” of a net value to the recipient of $10,000 in any 12- month period. Name(s) of persons or entities receiving public benefit: Name(s) of trustees, directors, partners, and officers: Name(s) of persons with more than a 10% equity, participation, or revenue interest: Prepared by: ____________________________Title: __________________________ Signature: ______________________________________ Date: ________________ Email: ____________________________________ Phone: ____________________ FOR CITY USE ONLY: Bid/PO/Contract # ____________________________ Permit # ___________________________ Melissa Murray Bailey Chief Revenue Officer 2 AUG 2022 N/A N/A Hootsuite Inc. Information about Hootsuite's officers is available here: www.hootsuite.com/about/leadership and about Hootsuite's directors here: www.ic.gc.ca/app/scr/cc/CorporationsCanada/fdrlCrpDtls.html? corpId=8549729&V_TOKEN=1533121342319&crpNm=hootsuite%20inc&crpNmbr=&bsNmbr= Hootsuite is a privately held company and as such, we are unable to disclose financial information. 5.L.d Packet Pg. 148 Attachment: 2022 Hootsuite Oaks Initiative Signed (5291 : Modify Agreement with Hootsuite for Social Media Management)