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Ms. Daisy Gomez Page 3 Activity 3 — Analyze Data and Prepare PowerPoint Presentation During this activity, we will analyze the information collected previously. We examine the results of our data gathering and assess the current state of reporting requirements, including the following: • Identify current reporting and disclosure requirements related to lobbyist expenditures in the City of Santa Ana, • Identify opportunities and potential challenges related to lobbyist reporting and registration requirements based on best practices, • Compare best practices with existing requirements, • Compare best practices with regulations previously proposed to the Mayor and City Council for consideration, and • Develop an educational PowerPoint Presentation that may be used to facilitate discussions and the development of consensus among policy makers. This could then form the basis for drafting proposed regulations. We will prepare our observations and analysis and meet with City leaders to review them. This will be an opportunity to discuss what we learned and hear feedback about the opportunities we have identified. Once we have received feedback, we will finalize our observations in the form of a PowerPoint. Optional Activity— Prepare Draft Lobbyist Registration Ordinance If desired, Management Partners can develop a draft Lobbyist Registration Ordinance based on the feedbackfrom stakeholders and consensus achieved during a study meeting with policymakers. Our Team We have a strong project team that is well qualified to complete this work for Santa Ana. Amy Paul will serve as project manager and will be responsible for execution of the project. She will be supported by Andrea Miller and Jessica Oliphant. Brief qualifications of each team member are provided below. Amy Cohen Paul, Corporate Vice President • Has more than 30 years of experience in local government management, performance measurement and strategic planning. • Assists public agencies in developing strategic and business plans, conducting organization reviews, implementing organizational improvements, identifying alternative service delivery methods, and designing and implementing performance management systems. • Was one of the original management team of the International City/County Management Association's Center for Performance Measurement and helped produce ICMA's training materials on outcome measurement. Editor of the book Managing for Tomorrow: Global Change and Local Futures and is the author of many articles in professional publications, including The Municipal Year Book. • Has assisted a wide variety of cities, counties, special districts and individual government departments and agencies with visioning, strategic planning, goal setting, public engagement activities and other large- and small-scale facilitations.