Difference between revisions of "GPCA Budget FY2011-2012 Tier One Consulting Contract Fundraising Data Base Voter Registration"

From CA Greens wiki
Jump to: navigation, search
 
(39 intermediate revisions by 2 users not shown)
Line 1: Line 1:
 
'''Independent Contractor Agreement for Managing Director'''
 
'''Independent Contractor Agreement for Managing Director'''
  
This Agreement is made between Green Party of California ("GPCA") and Marnie Glickman.
+
This Agreement is made between Green Party of California ("GPCA") and Marnie Glickman for the period between June 7th and October 10th.
  
 
'''I. Services to be performed'''
 
'''I. Services to be performed'''
  
Marnie Glickman agrees to serve as the GPCA's Managing Director and perform the following services. The Managing Director agrees to perform the following services on behalf of the GPCA:  
+
Marnie Glickman agrees to serve as the GPCA's Managing Director and perform the following services:  
  
'''1-1 Install and configure Salsa, contact relationship management (CRM) database.'''
+
'''1-1 Voter Registration Database'''
  
• Format and upload GPCA supporter lists, donor lists and prospect lists to Salsa.
+
'''1-1.1''' Manage statewide voter data base in conjunction with internal party database access protocol approved by the Coordinating Committee.
• Design coding system for database and configure system to advance GPCA goals.
 
• Analyze database growth and data trends using Salsa.
 
• Recruit, train and coordinate GPCA volunteers on how to do data look up and data entry.
 
• Work with GPCA Treasurer to configure Salsa to link our donation pages with our online merchant account.
 
  
'''1-2 Redesign www.cagreens.org.'''
+
'''1-1.2''' Organize virtual phone banks with voter file software in conjunction with internal party database access protocol approved by the Coordinating Committee.
  
• Recommend vendor to install Drupal CMS, migrate content, and design new wireframes for home page and basic content page.
+
'''1-1.3''' Recruit and train volunteers that result from work with database. Refer to GPCA committees, working groups and county organizations where relevant.
• Design and work with vendor to install new information architecture. 
 
• Design and publish new donation form, new email subscription form and new volunteer form.
 
• Review web content for accuracy and style.
 
  
'''1-3 Manage grassroots and online organizing.'''
+
'''1-2 Fundraising'''
  
• Design public launch for statewide voter registration drive.
+
'''1-2.1''' Design, coordinate and manage direct mail, online fundraising, events, telemarketing, personal solicitations and merchandising.
Design public launch for campaign to close San Onofre and Diablo Canyon nuclear plants.
 
• Design public launch for website upgrade.
 
• Manage statewide voter file.
 
• Recruit and train volunteers.
 
• Develop relationships with progressive organizations and individuals.
 
  
'''1-4 Manage communications.'''
+
'''1-2.2''' Identify and cultivate donor prospects.
  
• Work with GPCA committees and working groups to develop persuasive messages and effective messaging.
+
'''1-3 Constituent Relationship Management'''
• Review GPCA content for messaging, accuracy and style.
 
• Develop and manage online communications including email lists, Facebook, YouTube, Flickr and Twitter.
 
  
'''1-5 Manage all fundraising campaigns.'''
+
'''1-3.1''' Work with CiviCRM team to install, configure and manage CiviCRM.
  
• Design and manage direct mail, online, events, telemarketing and personal solicitations fundraising and merchandising.
+
'''1-3.2''' Format and upload GPCA supporter lists, donor lists and prospect lists.
• Identify and cultivate donor prospects.
 
  
Requirements
+
'''1-3.3''' Design coding system for database and configure system to advance GPCA goals. Seek and integrate input on coding system from GPCA committee and working group co-coordinators.
  
The new website style shall be based on the style of http://greenparty.ca/.
+
'''1-3.4''' Analyze database growth and data trends and make recommendations to advance GPCA goals.
 +
 
 +
'''1-3.5''' Recruit, train and coordinate GPCA volunteers on how to use CiviCRM.
 +
 
 +
'''1-4 Clearinghouse Operations'''
 +
 
 +
'''1-4.1''' Join and participate in GPCA Clearinghouse Committee, subject to Coordinating Committee appointment.
 +
 
 +
'''1-4.2''' Coordinate answering of general inquiries to GPCA main phone number and mailboxes with Clearinghouse Committee members. Refer to GPCA committees, working groups and county organizations where relevant.
 +
 
 +
'''1-4.3''' Make recommendations for GPCA merchandise.
 +
 
 +
'''1-5 Messaging'''
 +
 
 +
'''1-5.1''' Review GPCA content for messaging, accuracy and style.
 +
 
 +
'''1-5.2''' Work with GPCA committees and working groups to develop communications schedule, persuasive messages and effective messaging.
 +
 
 +
'''1-5.3''' Coordinate social media communications at the direction of the Media Committee. Recruit and train volunteers that result from work with social media. Refer to GPCA committees, working groups and county organizations where relevant.
 +
 
 +
'''1-6 GPCA Campaigns and Organizing Drives'''
 +
 
 +
'''1-6.1''' Develop public launch for statewide voter registration drive. Consult with Grassroots Organizing Working Group and Media Committee on design and approach.
 +
 
 +
'''1-6.2''' Develop public launch for campaign to close San Onofre and Diablo Canyon nuclear plants. Consult with Green Issues Working Group and Platform Committee on design and approach.
 +
 
 +
'''1-6.3''' Develop public launch for website upgrade. Consult with IT Group and Media Committee on design and approach.
 +
 
 +
'''1-6.4''' Recruit and train volunteers that result from work on GPCA campaigns and organizing drives. Refer to GPCA committees, working groups and county organizations where relevant.
 +
 
 +
'''1-6.5''' Develop relationships with progressive organizations and individuals resulting from this work. Refer to GPCA committees, working groups and county organizations where relevant.
 +
 
 +
'''1-7 GPCA website'''
 +
 
 +
'''1-7.1''' Be a member and serve as coordinator of a Coordinating Committee appointed ad-hoc Web Redesign Team to redesign of www.cagreens.org, and serve as the point of contact with any vendor hired to perform this task, in order to'''
 +
 
 +
'''1-7.1(a)''' Design new information architecture.
 +
 
 +
'''1-7.1(b)''' Create new format and layout for home page.
 +
 
 +
'''1-7.1(c)''' Create new format and layout for basic content page.
 +
 
 +
'''1-7.1(d)''' Create new format and layout for donation form. Consult with Finance Committee on approach.
 +
 
 +
'''1-7.1(e)''' Create new format and layout for subscription form.
 +
 
 +
'''1-7.1(f)''' Create new format and layout volunteer sign up form.
 +
 
 +
'''1-7.2''' Review web content for accuracy.
  
 
'''II. Payment'''
 
'''II. Payment'''
Line 50: Line 83:
 
In consideration for the services to be performed by the Managing Director, GPCA agrees to pay Marnie Glickman:  
 
In consideration for the services to be performed by the Managing Director, GPCA agrees to pay Marnie Glickman:  
  
$1,500 on June 15, 2011
+
$1,500 on July 10th, 2011
$1,500 on July 15, 2011
+
 
$1,500 on August 15, 2011
+
$1,500 on August 10th, 2011
$1,500 on September 15, 2011
+
 
 +
$1,500 on September 10th, 2011
 +
 
 +
$1,500 on October 10th, 2011
  
 
'''III. Expenses'''
 
'''III. Expenses'''
Line 61: Line 97:
 
'''IV.  Client Obligations'''
 
'''IV.  Client Obligations'''
  
The Personnel Committee will supervise and direct the Managing Director’s work.  
+
'''4-1''' The Personnel Committee will supervise and direct the Managing Director’s work.  
   
+
 
 +
'''4-2''' GPCA will contract with a web developer for the redesign of www.cagreens.org, installation of a Drupal CMS and content migration no later than July 15, 2011.
 +
 
 +
'''4-3''' GPCA will contract with a web developer for CiviCRM customization no later than July 30, 2011.
 +
 
 
'''V.  Term of Agreement'''
 
'''V.  Term of Agreement'''
  
Term of service begins on May 17, 2011. This agreement shall become effective when signed by both parties and will terminate on September 15, 2011.
+
Term of service begins on June 7th, 2011. This agreement shall become effective when signed by both parties and will terminate on October 10th, 2011.
  
'''VI. Terminating the Agreement'''
+
'''VI. Amending or Terminating the Agreement'''
  
The GPCA or Marnie may terminate this Agreement at any time by giving 30 days written notice of termination.  The Contractor shall be entitled to full payment for services performed prior to the date of termination.  
+
The GPCA or Marnie Glickman may amend this Agreement at any time upon mutual agreement of terms. The GPCA or Marnie Glickman may terminate this Agreement at any time by giving 30 days written notice of termination.  The Contractor shall be entitled to full payment for services performed prior to the date of termination.  
  
 
'''VII. Independent Contractor Status  '''   
 
'''VII. Independent Contractor Status  '''   
Line 77: Line 117:
 
'''7-1.1''' Contractor has the right to perform services for others during the term of this Agreement. The GPCA shall not require Contractor or Contractor’s employees or subcontractors to devote full time to performing the services required by this Agreement.  
 
'''7-1.1''' Contractor has the right to perform services for others during the term of this Agreement. The GPCA shall not require Contractor or Contractor’s employees or subcontractors to devote full time to performing the services required by this Agreement.  
  
'''7-1.2''' Contractor has the right to hire assistants as subcontractors, or to use employees to provide the services required by this Agreement with his own personal funds.  
+
'''7-1.2''' Contractor has the right to hire assistants as subcontractors, or to use employees to provide the services required by this Agreement with his/her own personal funds.  
  
 
'''7-1.3''' Neither Contractor nor Contractor’s employees or subcontractors are eligible to participate in any employee pension, health, vacation pay, sick pay or other fringe benefit plan of GPCA.  
 
'''7-1.3''' Neither Contractor nor Contractor’s employees or subcontractors are eligible to participate in any employee pension, health, vacation pay, sick pay or other fringe benefit plan of GPCA.  
 
'''7-1.4''' Neither Contractor nor Contractor’s employees or subcontractors shall receive any training from the GPCA in the skills necessary to perform the services required by this Agreement.
 
  
 
'''VIII. Local, State and Federal Taxes'''
 
'''VIII. Local, State and Federal Taxes'''
Line 93: Line 131:
 
'''8-1.3''' Withhold state or federal income tax from Contractor’s payments.  
 
'''8-1.3''' Withhold state or federal income tax from Contractor’s payments.  
  
'''IX. Exclusive Agreement'''
+
'''IX. Privacy'''
 +
 
 +
All data owned or rented by GPCA, including voter file, volunteer and donor information, shall always remain the sole property of GPCA.
 +
 
 +
'''X. Exclusive Agreement'''
  
 
This is the sole and entire Agreement between Contractor and the GPCA.  
 
This is the sole and entire Agreement between Contractor and the GPCA.  
  
'''X. Applicable Law'''
+
'''XI. Applicable Law'''
  
 
The laws of the State of California will govern this Agreement.  
 
The laws of the State of California will govern this Agreement.  
  
'''XI. Signatures'''
+
'''XII. Signatures'''
  
 
GPCA:  Green Party of California
 
GPCA:  Green Party of California

Latest revision as of 18:38, 7 June 2011

Independent Contractor Agreement for Managing Director

This Agreement is made between Green Party of California ("GPCA") and Marnie Glickman for the period between June 7th and October 10th.

I. Services to be performed

Marnie Glickman agrees to serve as the GPCA's Managing Director and perform the following services:

1-1 Voter Registration Database

1-1.1 Manage statewide voter data base in conjunction with internal party database access protocol approved by the Coordinating Committee.

1-1.2 Organize virtual phone banks with voter file software in conjunction with internal party database access protocol approved by the Coordinating Committee.

1-1.3 Recruit and train volunteers that result from work with database. Refer to GPCA committees, working groups and county organizations where relevant.

1-2 Fundraising

1-2.1 Design, coordinate and manage direct mail, online fundraising, events, telemarketing, personal solicitations and merchandising.

1-2.2 Identify and cultivate donor prospects.

1-3 Constituent Relationship Management

1-3.1 Work with CiviCRM team to install, configure and manage CiviCRM.

1-3.2 Format and upload GPCA supporter lists, donor lists and prospect lists.

1-3.3 Design coding system for database and configure system to advance GPCA goals. Seek and integrate input on coding system from GPCA committee and working group co-coordinators.

1-3.4 Analyze database growth and data trends and make recommendations to advance GPCA goals.

1-3.5 Recruit, train and coordinate GPCA volunteers on how to use CiviCRM.

1-4 Clearinghouse Operations

1-4.1 Join and participate in GPCA Clearinghouse Committee, subject to Coordinating Committee appointment.

1-4.2 Coordinate answering of general inquiries to GPCA main phone number and mailboxes with Clearinghouse Committee members. Refer to GPCA committees, working groups and county organizations where relevant.

1-4.3 Make recommendations for GPCA merchandise.

1-5 Messaging

1-5.1 Review GPCA content for messaging, accuracy and style.

1-5.2 Work with GPCA committees and working groups to develop communications schedule, persuasive messages and effective messaging.

1-5.3 Coordinate social media communications at the direction of the Media Committee. Recruit and train volunteers that result from work with social media. Refer to GPCA committees, working groups and county organizations where relevant.

1-6 GPCA Campaigns and Organizing Drives

1-6.1 Develop public launch for statewide voter registration drive. Consult with Grassroots Organizing Working Group and Media Committee on design and approach.

1-6.2 Develop public launch for campaign to close San Onofre and Diablo Canyon nuclear plants. Consult with Green Issues Working Group and Platform Committee on design and approach.

1-6.3 Develop public launch for website upgrade. Consult with IT Group and Media Committee on design and approach.

1-6.4 Recruit and train volunteers that result from work on GPCA campaigns and organizing drives. Refer to GPCA committees, working groups and county organizations where relevant.

1-6.5 Develop relationships with progressive organizations and individuals resulting from this work. Refer to GPCA committees, working groups and county organizations where relevant.

1-7 GPCA website

1-7.1 Be a member and serve as coordinator of a Coordinating Committee appointed ad-hoc Web Redesign Team to redesign of www.cagreens.org, and serve as the point of contact with any vendor hired to perform this task, in order to

1-7.1(a) Design new information architecture.

1-7.1(b) Create new format and layout for home page.

1-7.1(c) Create new format and layout for basic content page.

1-7.1(d) Create new format and layout for donation form. Consult with Finance Committee on approach.

1-7.1(e) Create new format and layout for subscription form.

1-7.1(f) Create new format and layout volunteer sign up form.

1-7.2 Review web content for accuracy.

II. Payment

In consideration for the services to be performed by the Managing Director, GPCA agrees to pay Marnie Glickman:

$1,500 on July 10th, 2011

$1,500 on August 10th, 2011

$1,500 on September 10th, 2011

$1,500 on October 10th, 2011

III. Expenses

GPUS shall not be responsible for Contractor’s phone/fax distribution, travel and miscellaneous expenses related to work performed under this Agreement.

IV. Client Obligations

4-1 The Personnel Committee will supervise and direct the Managing Director’s work.

4-2 GPCA will contract with a web developer for the redesign of www.cagreens.org, installation of a Drupal CMS and content migration no later than July 15, 2011.

4-3 GPCA will contract with a web developer for CiviCRM customization no later than July 30, 2011.

V. Term of Agreement

Term of service begins on June 7th, 2011. This agreement shall become effective when signed by both parties and will terminate on October 10th, 2011.

VI. Amending or Terminating the Agreement

The GPCA or Marnie Glickman may amend this Agreement at any time upon mutual agreement of terms. The GPCA or Marnie Glickman may terminate this Agreement at any time by giving 30 days written notice of termination. The Contractor shall be entitled to full payment for services performed prior to the date of termination.

VII. Independent Contractor Status

7-1 The Managing Director is an independent contractor, not a GPCA employee. The Managing Director and the GPCA agree to the following rights consistent with an independent Contractor relationship:

7-1.1 Contractor has the right to perform services for others during the term of this Agreement. The GPCA shall not require Contractor or Contractor’s employees or subcontractors to devote full time to performing the services required by this Agreement.

7-1.2 Contractor has the right to hire assistants as subcontractors, or to use employees to provide the services required by this Agreement with his/her own personal funds.

7-1.3 Neither Contractor nor Contractor’s employees or subcontractors are eligible to participate in any employee pension, health, vacation pay, sick pay or other fringe benefit plan of GPCA.

VIII. Local, State and Federal Taxes

8-1 Contractor shall pay all income taxes and FICA (Social Security and Medicare taxes) incurred while performing services under this Agreement. The GPCA will not:

8-1.1 Withhold FICA from Contractor’s payments or make FICA payments on Contractor’s behalf

8-1.2 Make state or federal unemployment compensation contributions on Contractor’s behalf, or

8-1.3 Withhold state or federal income tax from Contractor’s payments.

IX. Privacy

All data owned or rented by GPCA, including voter file, volunteer and donor information, shall always remain the sole property of GPCA.

X. Exclusive Agreement

This is the sole and entire Agreement between Contractor and the GPCA.

XI. Applicable Law

The laws of the State of California will govern this Agreement.

XII. Signatures

GPCA: Green Party of California

Signature: ____________________________

Title: Treasurer, Green Party of California Date: ________________________________

Contractor:

Signature _______________________________

Title: Contractor Date: ___________________________________