HomeMy WebLinkAboutPeak Democracy Scope of Work v2OPEN
Exhibit A: Scope of Work
Open Town Hall is a feature-rich online civic engagement
and their communities identify and explore broad public interests and ultimately increase public trust in
government. This document summarizes how Open Town Hall
public interests and builds that trust.
OPEN TOWN HALL
Scope of Work
rich online civic engagement service that is designed to help government agencies
and their communities identify and explore broad public interests and ultimately increase public trust in
s document summarizes how Open Town Hall connects each user’s experience with broad
that is designed to help government agencies
and their communities identify and explore broad public interests and ultimately increase public trust in
each user’s experience with broad
Table of Contents
Scope of Services ................................................................
Forum Support Services ................................
Information Technology Services ................................
Work Products ................................................................
The Open Town Hall Portal ................................
Eight Ways to Guide the Dialog ................................
Ten Ways to Glean Common Interests
Additional Features ................................
Forum Administration ................................
Topic Introductions ................................
Marketing Templates ................................
Email Announcements ................................
Comment Monitoring ................................
Emails to Disruptive Authors ................................
Topic Reports ................................................................
Obligations of the Client ................................
Before the First Topic ................................
For each topic................................................................
Performance Standards ................................
Turnaround Time for Comment Monitoring
Turnaround Time for Service Requests from Client
Turnaround Time for Service Requests from other Users
Records Retention................................
Key Contractor Personnel ................................
Robert Vogel, CEO ................................
Rob Hines, Account Manager ................................
ii
Table of Contents
................................................................................................
................................................................................................................................
................................................................................................
................................................................................................
................................................................................................
................................................................................................
................................................................................................
................................................................................................................................
................................................................................................................................
................................................................................................................................
................................................................................................................................
................................................................................................................................
................................................................................................................................
................................................................................................
................................................................................................
................................................................................................................................
................................................................................................................................
................................................................................................
................................................................................................................................
Turnaround Time for Comment Monitoring ................................................................................................
Turnaround Time for Service Requests from Client ................................................................
round Time for Service Requests from other Users ................................................................
................................................................................................................................
................................................................................................................................
................................................................................................................................
................................................................................................
.................................................... 1
...................................... 2
....................................................... 4
........................................................ 6
................................................................. 6
..................................................................... 7
........................................................... 9
....................................................... 11
................................................... 12
........................................... 14
........................................ 14
...................................... 14
....................................... 14
............................................................ 14
.................................................... 14
....................................... 15
........................................ 15
.................................................... 15
........................................ 16
.................................... 16
......................................................... 16
................................................ 16
............................................. 16
..................................... 17
............................................. 17
........................................................... 17
Scope of Services
1
Scope of Services
Peak Democracy staff will provide the following su
Training
Description
Via web conferencing, Peak Democracy staff will provide training on how to use the service.
Best Practices
Description
Peak Democracy staff will provide advice and documentation on best practices for governme
best practices on how to maintain civil and legal forums as well as best practices on how to optimize the quality and
quantity of user participation.
Webpage Look
Description
Peak Democracy staff will make clients forums
fonts. Client can also designate a name for its services such as “Open City Hall”, “Open County Hall”, or other custom
name.
Heat Maps
Description
Peak Democracy staff will post maps on the client’s service that correspond to Shape or KML files provided by client.
Topic Development
Description
Peak Democracy staff will help client staff craft topic content, and post topic content on client’s website.
Community
Assistance
Forum
Monitoring
User
Authentication
Reconciliation
2
Peak Democracy staff will provide the following support services.
Via web conferencing, Peak Democracy staff will provide training on how to use the service.
Peak Democracy staff will provide advice and documentation on best practices for government online forums
best practices on how to maintain civil and legal forums as well as best practices on how to optimize the quality and
Peak Democracy staff will make clients forums match the look of the client’s website by customizing images, colors and
fonts. Client can also designate a name for its services such as “Open City Hall”, “Open County Hall”, or other custom
maps on the client’s service that correspond to Shape or KML files provided by client.
Peak Democracy staff will help client staff craft topic content, and post topic content on client’s website.
Training
Best
Practices
Webpage
Look
Heat Maps
Topic
Development
Topic
Marketing
Technical
Support
Community
Assistance
Authentication
Issue
Reconciliation
Forum
Support
Services
nt online forums – including
best practices on how to maintain civil and legal forums as well as best practices on how to optimize the quality and
match the look of the client’s website by customizing images, colors and
fonts. Client can also designate a name for its services such as “Open City Hall”, “Open County Hall”, or other custom
maps on the client’s service that correspond to Shape or KML files provided by client.
Peak Democracy staff will help client staff craft topic content, and post topic content on client’s website.
Topic Marketing
Description
Peak Democracy staff will work with client staff to market topics via techniques such as press releases, posting on social
media, HTML-formatted email announcements to email subscriber lists, and professionally designed flyers with QR
codes.
Technical Support
Description
Peak Democracy staff will provide technical support to client staff. This support will be available via email, phone and
web conferencing.
Community Assistance
Description
Peak Democracy staff will provide a help des
via links on service to email, and when necessary via phone.
Forum Monitoring
Description
Peak Democracy staff (in conjunction with Company’s software) will monitor user r
the client’s service.
User Authentication
Description
Peak Democracy staff (in conjunction with Company’s software) will authenticate all users that register. This
authentication includes, (1) confirming that each
street address, and (3) monitoring each registrants name, IP address as well as browser cookies.
Issue Reconciliation
Description
If Peak Democracy software and staff detect activi
Peak Democracy staff will work with client staff to reconcile the issue.
3
Peak Democracy staff will work with client staff to market topics via techniques such as press releases, posting on social
formatted email announcements to email subscriber lists, and professionally designed flyers with QR
Peak Democracy staff will provide technical support to client staff. This support will be available via email, phone and
Peak Democracy staff will provide a help desk for the client’s user community. This assistance will be available primarily
via links on service to email, and when necessary via phone.
Peak Democracy staff (in conjunction with Company’s software) will monitor user registrations and content posted on
Peak Democracy staff (in conjunction with Company’s software) will authenticate all users that register. This
authentication includes, (1) confirming that each registrant’s email address is active, (2) geocoding each registrants
street address, and (3) monitoring each registrants name, IP address as well as browser cookies.
If Peak Democracy software and staff detect activities or content that potentially violates the client’s guidelines, then
Peak Democracy staff will work with client staff to reconcile the issue.
Peak Democracy staff will work with client staff to market topics via techniques such as press releases, posting on social
formatted email announcements to email subscriber lists, and professionally designed flyers with QR
Peak Democracy staff will provide technical support to client staff. This support will be available via email, phone and
k for the client’s user community. This assistance will be available primarily
egistrations and content posted on
Peak Democracy staff (in conjunction with Company’s software) will authenticate all users that register. This
registrant’s email address is active, (2) geocoding each registrants
street address, and (3) monitoring each registrants name, IP address as well as browser cookies.
ties or content that potentially violates the client’s guidelines, then
Peak Democracy will provide the following
Implementation
Description
At the client’s discretion, Peak Democracy will implement the service on either: (a) an iframe on a webpage within the
client’s website, (b) a PeakDemocracy.com subdomain established for the client, or (c) a dedicated website domain
established by the client.
Hosting
Description
Peak Democracy will host client’s service on a server provisioned by the Company.
Performance
Description
Peak Democracy will provide network bandwidth between its servers and the Internet at levels that are compara
popular consumer web services.
Availability
Description
Peak Democracy will continuously monitor client’s service for availability.
Access
Description
Peak Democracy will maintain access to client’s service 24 hours a day, 7 days a week.
Backup
Records
Retention
4
Peak Democracy will provide the following Information Technology Services.
At the client’s discretion, Peak Democracy will implement the service on either: (a) an iframe on a webpage within the
client’s website, (b) a PeakDemocracy.com subdomain established for the client, or (c) a dedicated website domain
Peak Democracy will host client’s service on a server provisioned by the Company.
Peak Democracy will provide network bandwidth between its servers and the Internet at levels that are compara
Peak Democracy will continuously monitor client’s service for availability.
Peak Democracy will maintain access to client’s service 24 hours a day, 7 days a week.
Implementation
Hosting
Performance
AvailabilityAccess
Records
Retention
Information
Technology
Services
At the client’s discretion, Peak Democracy will implement the service on either: (a) an iframe on a webpage within the
client’s website, (b) a PeakDemocracy.com subdomain established for the client, or (c) a dedicated website domain
Peak Democracy will provide network bandwidth between its servers and the Internet at levels that are comparable to
Backup
Description
Peak Democracy will maintain daily backups of client’s service.
Records Retention
Description
Peak Democracy will retain the client’s serv
service that provides 99.999999999% durability. Client’s staff can also download its forum content in PDF and CSV
format for the client’s own storage, archive and analysis
5
Peak Democracy will maintain daily backups of client’s service.
cy will retain the client’s service for the client’s record retention period via Amazon.com’s S3 storage
provides 99.999999999% durability. Client’s staff can also download its forum content in PDF and CSV
format for the client’s own storage, archive and analysis
e for the client’s record retention period via Amazon.com’s S3 storage
provides 99.999999999% durability. Client’s staff can also download its forum content in PDF and CSV
Work Products
The Open Town Hall Portal
Peak Democracy will provide the client with one Ope
that portal for an unlimited number of full or part time employees of client. The Open Town Hall portal
will support these features:
• Eight Ways to Guide the Dialog
• Ten Ways to Glean Common Interests
• Additional Features
• Forum Administration
6
Open Town Hall Portal
Peak Democracy will provide the client with one Open Town Hall portal and grant administrative access to
that portal for an unlimited number of full or part time employees of client. The Open Town Hall portal
Eight Ways to Guide the Dialog
Ten Ways to Glean Common Interests
n Town Hall portal and grant administrative access to
that portal for an unlimited number of full or part time employees of client. The Open Town Hall portal
Open Town Hall features eight kinds of topics, each designed to guide the public dialog toward broad public
interests.
Formal Feedback
Description Guidance
Structured like a council or
commission meeting, each user
submits one on-topic statement
per topic.
Users are restricted to one statement per topic to preclude any one person from
dominating the forum. Peak Democracy monitors every statement to ensure it is
on topic defined by the client to be in the bro
can post a response either publicly or privately to a statement.
Feedback With Support
Description Guidance
Users submit one on-topic
statement per topic, which other
users can support. Readers can
sort statements by support.
In addition to Formal Feedback guidance, the links posted by social media share
buttons bring friends back to participate in the topic, not to support the sharer’s
statement. The support count can also be hidden to preclude the perception
vote.
Open Ideas
Description Guidance
Structured like a workshop or
charrette, each user submits ideas
in an open brainstorming phase.
Following the standard brainstorm protocol, initial ideas are not evaluated or
treated as final candidates for
facilitator, who synthesizes a small number of feasible themes in the broad public
interest. During the refine phase, the community and the facilitator discuss the
facilitator's themes.
Priority List
Area Plan
Survey
7
kinds of topics, each designed to guide the public dialog toward broad public
Guidance
Users are restricted to one statement per topic to preclude any one person from
dominating the forum. Peak Democracy monitors every statement to ensure it is
on topic defined by the client to be in the broad public interest. If necessary, staff
can post a response either publicly or privately to a statement.
Guidance
In addition to Formal Feedback guidance, the links posted by social media share
buttons bring friends back to participate in the topic, not to support the sharer’s
statement. The support count can also be hidden to preclude the perception
Guidance
Following the standard brainstorm protocol, initial ideas are not evaluated or
treated as final candidates for implementation. Rather, they are reviewed by a
facilitator, who synthesizes a small number of feasible themes in the broad public
interest. During the refine phase, the community and the facilitator discuss the
facilitator's themes.
Formal
Feedback
Feedback
With Support
Open Ideas
Tally
Priority 500
Priority List
Survey
Eight Ways
to Guide
the Dialog
kinds of topics, each designed to guide the public dialog toward broad public
Users are restricted to one statement per topic to preclude any one person from
dominating the forum. Peak Democracy monitors every statement to ensure it is
ad public interest. If necessary, staff
can post a response either publicly or privately to a statement.
In addition to Formal Feedback guidance, the links posted by social media share
buttons bring friends back to participate in the topic, not to support the sharer’s
statement. The support count can also be hidden to preclude the perception of a
Following the standard brainstorm protocol, initial ideas are not evaluated or
implementation. Rather, they are reviewed by a
facilitator, who synthesizes a small number of feasible themes in the broad public
interest. During the refine phase, the community and the facilitator discuss the
Tally
Description Guidance
Users select preferred option from
a list of options
The options are defined by the client to be in the broad public interest, and are
labeled ‘positions’ not ‘votes’. The links posted by social media share buttons
bring friends back to parti
Priority 500
Description Guidance
Modeled after participatory
budgeting workshops, users
allocate $500 to a set of priorities
Users asked to prioritize items pre
interest, with a limited ($500) budget.
Priority List
Description Guidance
Users drag items up or down to
prioritize them in a list.
Users asked to prioritize items pre
interest.
Area Plan
Description Guidance
Users place land use place-types
(e.g., open space, commercial,
etc.) on a map to indicate
preferred land use.
Users asked to use place types pre
interest.
Survey
Description Guidance
Users complete a traditional
survey.
Users are guided through a series of questions designed by the client.
are constrained to lie within parameters defined by
Each question can be one of six types: Textbox, Textarea
Checkboxes, Numeric and Select from list.
8
Guidance
The options are defined by the client to be in the broad public interest, and are
labeled ‘positions’ not ‘votes’. The links posted by social media share buttons
bring friends back to participate in the topic, not to support the sharer’s position.
Guidance
Users asked to prioritize items pre-defined by client to be in the
interest, with a limited ($500) budget.
Guidance
Users asked to prioritize items pre-defined by client to be in the broad public
interest.
Guidance
Users asked to use place types pre-defined by client to be in the broad public
interest.
Guidance
Users are guided through a series of questions designed by the client.
are constrained to lie within parameters defined by the client for each question.
Each question can be one of six types: Textbox, Textarea, Radio Buttons,
Checkboxes, Numeric and Select from list.
The options are defined by the client to be in the broad public interest, and are
labeled ‘positions’ not ‘votes’. The links posted by social media share buttons
cipate in the topic, not to support the sharer’s position.
defined by client to be in the broad public
defined by client to be in the broad public
defined by client to be in the broad public
Users are guided through a series of questions designed by the client. Responses
the client for each question.
, Radio Buttons,
Peak Democracy features ten 'Insights' that are
back to the community. Not just back-end analysis tools (that are only availa
to all residents, enabling every resident to better understand the broad public interests in their own
community, and thereby build consensus.
Word Cloud
Description
An interactive set of words sized to reflect their frequency in the
submitted statements. Clicking a word displays all statements
containing that word.
Search
Description
A form used to select statements from authors in specific cities or
statements containing a user-defined phrase.
Demographics*
Description
A clickable bar graph displaying the number of users by age, gender
or frequency of participation.
Average
Priority
Aggregate
Area Plan
Connected
Statements
Pending
Statements
9
that are publicly available analysis tools that reflect
end analysis tools (that are only available to staff), Insights are available
to all residents, enabling every resident to better understand the broad public interests in their own
community, and thereby build consensus.
Reflected Interests
sized to reflect their frequency in the
submitted statements. Clicking a word displays all statements
Shows interests expressed through frequently
used words found across many statements.
Reflected Interests
form used to select statements from authors in specific cities or
defined phrase.
Shows how interests vary from city to city, and
how interests are expressed through a key
phrase.
Reflected Interests
A clickable bar graph displaying the number of users by age, gender Shows how interests vary by age or by gender.
The frequency of participation graph reflects how
the interests of ‘frequent flyers’ (residents who
frequently participate in Open Town Hall) differ
from those participating for the first time.
Word
Cloud
Search
Demographics*
Map
Tally
Average
Allocation
Average
Priority
Pending
Statements
Ten Ways to
Glean Common
Interests
reflect common interests
ble to staff), Insights are available
to all residents, enabling every resident to better understand the broad public interests in their own
Shows interests expressed through frequently
used words found across many statements.
Shows how interests vary from city to city, and
are expressed through a key
Shows how interests vary by age or by gender.
The frequency of participation graph reflects how
the interests of ‘frequent flyers’ (residents who
ently participate in Open Town Hall) differ
from those participating for the first time.
Map
Description
An interactive map displaying regions within the client’s jurisdiction:
council districts, planning districts, bull’s eye ci
project, transportation corridors, focus areas, neighborhoods, etc.
For Tally, Priority 500 and Priority List topics, hovering over regions
also displays the tally, average allocation or average priority of users
from that region.
Tally
Description
Tally of positions over all participants
Average Allocation
Description
The amount allocated to items in a Priority 500 topic, averaged over
all participants.
Average Priority
Description
The priority rank of all items averaged over all participants.
Aggregate Area Plan
Description
An interactive map displaying all place types as located by all
participants. Specific categories of place types (e.g., open space,
industry, commercial development) can be selectively displayed.
Connected Statements
Description
“Users who support this statement also supported these
statements”. Borrowed from Amazon.com’s shopping feature:
“Users who bought this book also bought these books”. A clickable
listing or graph of statements, connected with other statements by
users who support multiple statements.
Pending Statements
Description
Statements that are not shown on the main statements page, either
because the author has not yet finished registering with Peak
Democracy, or because the statement does not meet the client’s
guidelines for civility.
*Note that the demographics insight is only available to staff
of birth on a public website.
10
Reflected Interests
An interactive map displaying regions within the client’s jurisdiction:
council districts, planning districts, bull’s eye circles around a
project, transportation corridors, focus areas, neighborhoods, etc.
For Tally, Priority 500 and Priority List topics, hovering over regions
also displays the tally, average allocation or average priority of users
Shows how interests vary by place, e.g., distance
from a project or a neighborhood.
Reflected Interests
Shows trends in preferred position across all
participants.
Reflected Interests
The amount allocated to items in a Priority 500 topic, averaged over Show trends in Priorities over all participants,
given limited resources.
Reflected Interests
ll items averaged over all participants. Shows trends in Priorities over all participants.
Reflected Interests
An interactive map displaying all place types as located by all
types (e.g., open space,
industry, commercial development) can be selectively displayed.
Shows where participants would like to see open
space, industry, commercial development, etc.
Reflected Interests
ort this statement also supported these
statements”. Borrowed from Amazon.com’s shopping feature:
“Users who bought this book also bought these books”. A clickable
listing or graph of statements, connected with other statements by
Shows interests grouped by similar content.
Since two statements are connected when
someone supports them both, connected
statements tend to have similar content (like the
books listed in Amazon’s shopping feature).
Reflected Interests
Statements that are not shown on the main statements page, either
because the author has not yet finished registering with Peak
Democracy, or because the statement does not meet the client’s
Shows interests of those who have not yet
finished registering, or have written uncivil
statements
*Note that the demographics insight is only available to staff – as many users are reluctant to post their year
interests vary by place, e.g., distance
from a project or a neighborhood.
Shows trends in preferred position across all
Show trends in Priorities over all participants,
given limited resources.
Shows trends in Priorities over all participants.
Shows where participants would like to see open
space, industry, commercial development, etc.
Shows interests grouped by similar content.
Since two statements are connected when
someone supports them both, connected
statements tend to have similar content (like the
books listed in Amazon’s shopping feature).
terests of those who have not yet
finished registering, or have written uncivil
as many users are reluctant to post their year
Additional Features
In addition all topic types have access to the following features and services:
Feature / Service
All topics can be embedded in the agency’s official website
Animated widgets available to embed on the agency’s home page
and other websites.
Name Not Shown For each topic, the client can require
participants to display their full name next to their content, or
allow them to display "Name not shown.” In either case, full
registration is required by participant, and full authentication is
conducted by Peak Democracy.
Users can post video, images, files and other media types with
statements.
Optimized presentation for mobile phones
QR code generator available
Subscription via SMS available
Integrates with social media
Topic marketing services, including professionally designed html
email announcements and posters
Translation via Google translate
All public data downloadable via PSD and CSV (spreadsheet) files
11
In addition all topic types have access to the following features and services:
Benefits
All topics can be embedded in the agency’s official website
This creates a formality (like council chambers)
which encourages statements that are
civil.
Animated widgets available to embed on the agency’s home page To build participation
Name Not Shown For each topic, the client can require
participants to display their full name next to their content, or
em to display "Name not shown.” In either case, full
registration is required by participant, and full authentication is
To build participation
Users can post video, images, files and other media types with To build participation
To build participation
To build participation
To build participation
To build participation
ting services, including professionally designed html To build participation
To build participation
All public data downloadable via PSD and CSV (spreadsheet) files To facilitate review and analysis
This creates a formality (like council chambers)
which encourages statements that are on topic and
analysis
In addition we provide these back end tools to create and manage topics and to monitor and build
participation. Note that Peak Democracy and staff both have access to these tools. Peak Democracy typically
takes an active role in forum administration, at the discretion of the client.
Peak Network
Description
Search tool into a knowledge base that
enables administrator to search by key word
across all topics launched by all Peak
Democracy clients. Topics in the search
results can be copied into the
administrator’s portal with a single click.
Topic Editor
Description
Simple editor for creating new topics and
managing existing topics, including their
name, question, introduction, closeout
statement, list of public officials who are
listening and configuration of the various
input tools: Tally, Priority 500, Priority List,
Area Plan, Map selection etc.
Participation
reports
Monitoring
the Monitor
12
In addition we provide these back end tools to create and manage topics and to monitor and build
participation. Note that Peak Democracy and staff both have access to these tools. Peak Democracy typically
dministration, at the discretion of the client.
Purpose
enables administrator to search by key word
To help the administrator design a new topic by providing easy access to
existing topics that have common objectives, and to use them as a
starting template with a single click.
Purpose
ly, Priority 500, Priority List,
To enable the admin to easily create and/or manage topics, preview
draft topics in private mode with other admins (including Peak
Democracy), and launch topics.
Peak
Network
Topic Editor
Forum Editor
Announcement User Surveys
Monitoring
the Monitor
Forum
Administration
In addition we provide these back end tools to create and manage topics and to monitor and build
participation. Note that Peak Democracy and staff both have access to these tools. Peak Democracy typically
To help the administrator design a new topic by providing easy access to
existing topics that have common objectives, and to use them as a
To enable the admin to easily create and/or manage topics, preview
draft topics in private mode with other admins (including Peak
Forum Editor
Description
Simple editor for grouping topics into
forums: categories of topics around similar
themes.
Announcement
Description
A button to announce topics and topic
updates to current subscribers
User Surveys
Description
First time users will be surveyed on their
satisfaction with the service.
Participation reports
Description
Cumulative visitors, participants and
subscribers
Monitoring the Monitor
Description
Real-time monitoring of Peak Democracy’s
monitoring of statements.
13
Purpose
forums: categories of topics around similar
To enable users to easily navigate to topics of interest.
Purpose
To notify subscribers of key developments in the forum topics.
Purpose
To build participation by monitoring user satisfaction and improving
service to meet user requirements
Purpose
To build participation by tracking it and its correlation with outreach
efforts.
Purpose
time monitoring of Peak Democracy’s To provide the admin with an overview of Peak Democracy’s monitoring
process, including a list of statements that are civil versus not civil and
their status in the statement resolution protocol.
To enable users to easily navigate to topics of interest.
To notify subscribers of key developments in the forum topics.
To build participation by monitoring user satisfaction and improving the
To build participation by tracking it and its correlation with outreach
To provide the admin with an overview of Peak Democracy’s monitoring
process, including a list of statements that are civil versus not civil and
tion protocol.
Topic Introductions
Peak Democracy will be available to write the topic introductions that guide the dialog and frame the
topic. We will also be available to review and/or edit the client’s drafts at client’s discretion.
Marketing Templates
Peak Democracy will provide the client with templates that can be used to market each topic, including
drafts of press releases, announcements for emails or newsletters
posters or fliers for the client to print
Email Announcements
Peak Democracy will be available to draft emails that announce new topics and updates to existing topics.
Upon client’s approval, Peak Democracy will distribute those announcements to subscribers.
Comment Monitoring
Peak Democracy staff and software will monitor every comment to ensure each comment complies with
the client’s guidelines for civility. If Peak Democracy believes that a comment may not meet those
guidelines, we move the comment off the forum onto a s
and ask our client whether the statement violates their guidelines for civility. If the client confirms that
the statement violates the guidelines, then Peak Democracy contacts the author (see below). If the c
decides the statement does not violate the guidelines, then Peak Democracy moves the statement back on
to the forum page.
In no case does Peak Democracy edit or delete any comment without the author’s approval.
Emails to Disruptive Authors
When the client acknowledges that a participant’s statement violates the client’s guidelines for civility,
Peak Democracy will draft an email to the participant inviting him or her to edit their statement to comply
with those guidelines. Upon client’s approval of
keep the client apprised of any changes or emails received from the participant.
Topic Reports
Peak Democracy will be available to generate a PDF and/or a spreadsheet of all comments and other
public input from participants. The client and/or members of the general public can also download these
same documents from the Open Town Hall forum.
14
Peak Democracy will be available to write the topic introductions that guide the dialog and frame the
topic. We will also be available to review and/or edit the client’s drafts at client’s discretion.
plates
Peak Democracy will provide the client with templates that can be used to market each topic, including
drafts of press releases, announcements for emails or newsletters for the client to distribute
rint and distribute.
Email Announcements
Peak Democracy will be available to draft emails that announce new topics and updates to existing topics.
Upon client’s approval, Peak Democracy will distribute those announcements to subscribers.
ing
Peak Democracy staff and software will monitor every comment to ensure each comment complies with
the client’s guidelines for civility. If Peak Democracy believes that a comment may not meet those
guidelines, we move the comment off the forum onto a separate page (the ‘Pending Statements’ page)
and ask our client whether the statement violates their guidelines for civility. If the client confirms that
the statement violates the guidelines, then Peak Democracy contacts the author (see below). If the c
decides the statement does not violate the guidelines, then Peak Democracy moves the statement back on
In no case does Peak Democracy edit or delete any comment without the author’s approval.
Emails to Disruptive Authors
client acknowledges that a participant’s statement violates the client’s guidelines for civility,
Peak Democracy will draft an email to the participant inviting him or her to edit their statement to comply
with those guidelines. Upon client’s approval of that draft, Peak Democracy will send it to the author and
keep the client apprised of any changes or emails received from the participant.
Peak Democracy will be available to generate a PDF and/or a spreadsheet of all comments and other
lic input from participants. The client and/or members of the general public can also download these
same documents from the Open Town Hall forum.
Peak Democracy will be available to write the topic introductions that guide the dialog and frame the
topic. We will also be available to review and/or edit the client’s drafts at client’s discretion.
Peak Democracy will provide the client with templates that can be used to market each topic, including
for the client to distribute and drafts of
Peak Democracy will be available to draft emails that announce new topics and updates to existing topics.
Upon client’s approval, Peak Democracy will distribute those announcements to subscribers.
Peak Democracy staff and software will monitor every comment to ensure each comment complies with
the client’s guidelines for civility. If Peak Democracy believes that a comment may not meet those
eparate page (the ‘Pending Statements’ page)
and ask our client whether the statement violates their guidelines for civility. If the client confirms that
the statement violates the guidelines, then Peak Democracy contacts the author (see below). If the client
decides the statement does not violate the guidelines, then Peak Democracy moves the statement back on
In no case does Peak Democracy edit or delete any comment without the author’s approval.
client acknowledges that a participant’s statement violates the client’s guidelines for civility,
Peak Democracy will draft an email to the participant inviting him or her to edit their statement to comply
that draft, Peak Democracy will send it to the author and
Peak Democracy will be available to generate a PDF and/or a spreadsheet of all comments and other
lic input from participants. The client and/or members of the general public can also download these
Obligations of the Client
Drawing on our experience from more than 1000 forum topics, Peak Democracy is
client in executing each of these tasks.
Before the First Topic
Before launching the first topic, the client will
• Approve the guidelines for civility
• Formulate the initial outreach strategy
• Select a home page for the forum, eithe
Democracy
• Should the home page be on the client’s website, then the client will embed an html snippet
provided by Peak Democracy in that page.
•
For each topic
For each topic, the client will
• Select the topic for public input
• Provide background information
• Approve any topic introduction written by Peak Democracy
• Approve any marketing materials distributed by Peak Democracy
• Review statements that Peak Democracy identifies as potentially uncivil. For e
the client classifies it as either meeting or failing to meet the client’s guidelines for civility. For each
uncivil statement, the client approve
Though it is not strictly required, it is highly recommended that the client post
the conclusion of each topic which summarizes
outcome statement should describe how input from Open Town Hall was incorporated i
process. Our experience tells us that when clients post outcome statements, residents receive feedback
that their participation is worthwhile, they continue to participate, and public trust in government grows.
15
Obligations of the Client
Drawing on our experience from more than 1000 forum topics, Peak Democracy is
tasks.
Before launching the first topic, the client will
Approve the guidelines for civility
outreach strategy
Select a home page for the forum, either on the client’s website or on one provisioned by Peak
Should the home page be on the client’s website, then the client will embed an html snippet
provided by Peak Democracy in that page.
for public input
Provide background information
introduction written by Peak Democracy
Approve any marketing materials distributed by Peak Democracy
Review statements that Peak Democracy identifies as potentially uncivil. For e
it as either meeting or failing to meet the client’s guidelines for civility. For each
uncivil statement, the client approves all emails sent by Peak Democracy to the author.
is highly recommended that the client posts an ‘outcome statement’ at
the conclusion of each topic which summarizes the decision made or the action taken. If possible, the
outcome statement should describe how input from Open Town Hall was incorporated i
process. Our experience tells us that when clients post outcome statements, residents receive feedback
that their participation is worthwhile, they continue to participate, and public trust in government grows.
available to assist the
r on the client’s website or on one provisioned by Peak
Should the home page be on the client’s website, then the client will embed an html snippet
Review statements that Peak Democracy identifies as potentially uncivil. For each such statement,
it as either meeting or failing to meet the client’s guidelines for civility. For each
all emails sent by Peak Democracy to the author.
an ‘outcome statement’ at
action taken. If possible, the
outcome statement should describe how input from Open Town Hall was incorporated into the decision
process. Our experience tells us that when clients post outcome statements, residents receive feedback
that their participation is worthwhile, they continue to participate, and public trust in government grows.
Performance Standards
Turnaround Time for Comment Monitoring
Peak Democracy software will monitor all comments immediately as they are entered by users. Peak
Democracy staff will monitor all comments:
posting during business hours (8am
12 hours of posting off business hours.
Turnaround Time for Service Requests from Client
Peak Democracy will respond to all service requests:
within one hour of receipt of the request via email or phone during business hours.
Turnaround Time for Service Requests from
Peak Democracy will respond to all service requests:
within 4 hours of receipt of the request via email during business hours.
Records Retention
Peak Democracy will maintain all input from users on Amazon.com S3's storage designed to provide
99.999999999% durability.
16
Performance Standards
Turnaround Time for Comment Monitoring
software will monitor all comments immediately as they are entered by users. Peak
all comments: 95% of comments will be monitored within 20 minutes of
ess hours (8am – 5pm Pacific Time), and 95% of comments will be monitored
12 hours of posting off business hours.
Turnaround Time for Service Requests from Client
all service requests: 95% of all service requests wil
within one hour of receipt of the request via email or phone during business hours.
Turnaround Time for Service Requests from other Users
all service requests: 95% of all service requests will be responded
within 4 hours of receipt of the request via email during business hours.
Peak Democracy will maintain all input from users on Amazon.com S3's storage designed to provide
software will monitor all comments immediately as they are entered by users. Peak
within 20 minutes of
will be monitored within
Turnaround Time for Service Requests from Client
will be responded to
within one hour of receipt of the request via email or phone during business hours.
other Users
will be responded to
Peak Democracy will maintain all input from users on Amazon.com S3's storage designed to provide
Key Contractor Personnel
Peak Democracy prides itself on providing superb custom service to its client
government agencies. In order to assure that our government clients are
delighted (not just satisfied) with our service, we assign a member of our
executive team to each client suppor
Robert Vogel, CEO
Each support team is led by our co
consider Robert to be the country’s trail
government online civic engagement.
Rob Hines, Account Manager
The other key person on the support team will be Rob Hines. Rob has been
the account manager for more than 50% of
a great deal of experience and education regarding urban and regional
planning – as well as public outreach.
Excerpts of the resumes for Robert and Rob are inserted below.
17
Key Contractor Personnel
emocracy prides itself on providing superb custom service to its client
government agencies. In order to assure that our government clients are
delighted (not just satisfied) with our service, we assign a member of our
executive team to each client support team.
our co-founder and CEO – Robert Vogel. Many
consider Robert to be the country’s trail-blazer and leading expert in
government online civic engagement.
, Account Manager
n on the support team will be Rob Hines. Rob has been
more than 50% of Peak Democracy’s clients. He has
a great deal of experience and education regarding urban and regional
as well as public outreach.
esumes for Robert and Rob are inserted below.
emocracy prides itself on providing superb custom service to its client
Robert Vogel. Many
n on the support team will be Rob Hines. Rob has been
Peak Democracy’s clients. He has
Robert Vogel, CEO
Peak Democracy Inc, PO Box 516, Trinida
Phone: 866 535 8894 Fax: 866 506 4598
Experience
CEO and Co-Founder, Peak Democr
Co-founded Peak Democracy, In
government by providing online
Directed the development of soft
Executive Director, Kitchen Democr
Founded a non-profit organizatio
online civic engagement in that c
Delivered online civic engageme
CEO and Founder, Onsite Systems,
Founded Onsite Systems, Inc. to
trials of new drugs
Accelerated the submission of m
agencies for the 30 largest global
Maintained profitability for all b
for two years as advisor/consulta
Education
Master’s Degree in Physics, UC Ber
Specialized in cosmology funded by
Master’s and Bachelor’s Degree in Ma
Four year combined undergraduate a
achievement in mathematics as an un
Skills
Focused technical, scientific and seni
technology firms
18
, CEO
dad, CA 95570
E-Mail: Robert@peakdemocracy.com
racy, Inc. No
Inc with the mission to broaden civic engagement and build p
ne civic engagement services to cities, counties and other gove
tware used by more than 50 agencies in more than 900 forum
racy March 2
on funded partially by a grant from the City of Berkeley CA
city
ent services to more than 5000 Berkeley residents
Inc.
o provide technology assisting large pharmaceutical firms in
more than 50 new drug applications to the FDA and overseas
al pharmaceutical firms
ut one of the 14 years. Sold the company in 1996 and worke
tant
keley
the laboratory of Nobel Laureate Saul Perlmutter
Mathematics, University of Chicago
and graduate program. Awarded the Paul R. Cohen award
ndergraduate
nior executive skills required to found and build successful pi
Nov 2007 - Present
public trust in
government agencies
ms nationwide
2006-October 2007
A to facilitate
1982 - 1996
their clinical
s regulatory
ed for the acquirer
2006
1978
for outstanding
ioneering
Rob Hines, Account Manager
Peak Democracy Inc, 1900 Addison Street
Phone: 866 535 8894 Fax: 866 506 4598
Experience
Account Manager, Peak Democracy
Consults with clients to develop a
civic engagement solution on a top
Works within the Peak Democracy
tools, processes, and workflows to
Assists and trains clients to use Pe
Senior Organizer, Green Party of Ca
Recruits, interviews, and screens c
across Canada.
Assists executive officers of riding
advice on how to draft annual plan
legislative requirements of The El
Constitution of the Green Party of
Manages conflict, communication
Education
Cape Breton University - Sydney NS
General BA
Ryerson University - Toronto ON
BAA Urban Planning & Regional Pla
Dalhousie University - Halifax NS
BA Urban Design
Skills
Structured and goal oriented with
empowerment of individuals with
Gets the job done quickly and effic
19
Account Manager
eet, Suite 200, Berkeley CA 94704
E-Mail: robhines@peakdemocracy.com
y, Inc. Augus
targeted approach using the most appropriate tools to deploy
pic-by-topic basis.
y Customer Service Team to identify opportunities for the deve
o improve client service.
eak Democracy’s software solutions.
anada January
candidates to run for the office of Member of Parliament in Ele
g associations in managing their organizations which would inc
ns, conduct meetings, maintain records, access data, and adher
ections Act, The Privacy Act, Riding Association Constitution, a
f Canada.
gaffes, and potential crisis situations.
S
anning
h attention to process, stakeholders, and communication and en
h capacity building and motivation.
ciently with excellent problem solving skills.
st 2012 – Present
y a custom online
elopment of new
ry 2008 - July 2012
ectoral Districts
clude giving
re to the
and the
1 Year
1 Year
1 Year
ncourages the