Prospectus  2015   Ohio  Marijuana  Legalization  and  Regulation       Presented  for  the   2015  General  Election  Ballot         Page  1         Ohio  Marijuana  Legalization  and  Regulation   Summer  2014     Foreword           With  a  population  of  more  than  11.5  million,  Ohio  is  roughly   the  size  of  Colorado  and  Washington  State  combined,  where   legalized  and  regulated  marijuana  is  in  its  infancy  (after  years   of  Medical  M arijuana  dispensing).   In  Ohio,  citizens  have  the  right  to  participate  directly  in  the   law-­‐making  process,  giving  them  the  ability  to  develop  and   implement  a  smart,  strategically  planned  campaign  to  change   Ohio’s  Constitution.  Investing  in  this  campaign  would  allow   entrepreneurs  to  help  draft  the  winning  Amendment   language,  and  work  with  a  professional  campaign  team  that   won  the  2009  casino  ballot  initiative  campaign,  elected  (then   re-­‐elected)  President  Obama,  and  engineered  victorious   campaigns  for  countless  US  Senators,  Congressmen,   Governors  and  Legislators  throughout  the  country.     But  winning  at  the  ballot  box  is  only  part  of  the  equation.  As   detailed  in  this  prospectus,  we  define  success  through  what   we  provide  contributors  after  the  successful  ballot  initiative.   To  that  end,  we  will  deploy  a  seasoned  legal  and   governmental  affairs  team  to  assist  government  officials  in   drafting  the  critical  Enabling  Legislation  and  to  guide  the   actual  implementation  of  the  Marijuana  Legalization  Act.     With  potential  gross  revenues  exceeding  $1  billion  annually,   funders  of  Ohio’s  Marijuana  Legalization  Act  will  have  a  say  in   how  the  State  defines,  regulates  and  taxes  this  new,  and   highly  profitable,  market.  The  knowledge  and  perspective   funders  gain  from  this  process  will  give  them  multiple   opportunities  to  realize  substantial  returns  on  their   contribution  in  this  ballot  initiative,  not  to  mention  the   satisfaction  of  helping  to  ensure  that  marijuana  is  legalized  in   a  fair  and  responsible  manner.   Ian  James,  CEO     The  Strategy  Network,  LLC   ______________________________________     Ian@TeamTSN.com    614.589.4600   1349  East  Broad  Street,  Columbus  OH  43205   ______________________________________           Page  2       Ohio  Marijuana  Legalization  and  Regulation   Summer  2014   T A B L E  O F   C O N T E N T S       Executive  Summary   n) o) p) q)   1) Campaign  Overview   a) Ballot  Issue  Committee  Creation   b) Campaign  Finance  Compliance   c) Amendment  Language  Drafting  and   Testing   d) Ballot  Timing     4) Management  Team   a) The  Strategy  Network   b) McTigue,  McGinnis  and  Colombo   c) Markovits,  Stock  and  DeMarco   d) Grant  Street  Consulting     e) The  Kitchens  Group   e) Reporting  Protocols   f) Legal  Counsel   g) Projected  Costs     2) Campaign  Strategy  &  Policy  Development   a) Analysis  of  Ohio   b) Competitive  Analysis   c) Economic  Impact  Study   f) g) h) i) j) Precision  New  Media   270  Strategies   Third  Wave  Communications   Midwest  Communications   The  Baughman  Company     5) Enabling  Legislation  and  Implementation   d) Petition  Overview   e) Messaging   f) Opinion  Leaders   g) Opposition  Research     3) Organizational  Structure   a) The  Campaign  Team   b) c) d) e) f) a) Legal  Counsel   b) Government  Affairs   c) Public  Relations   d) Grassroots  Advocacy     6) Financial  &  Timeline  Planning   a) Financial  Overview   Campaign  Finances   Legal  Structure   Public  Opinion  Research   Opposition  Research   Signature  Gathering  Process   b) Detailed  Costs  by  Line  Item   c) Detailed  Activities  by  Month     Phase  1  –  June  2014   Phase  2  –  July  to  October  2014   Phase  3  –  November  2014  to  July  2015   Phase  4  –  August  to  November  2015   i. Phase  I:  Petition  Preparation  Process   ii. Phase  II:  Initial  Signature  Filing   iii. Supplemental  Signature  Collection     g) Public  Relations  and  Communications   h) Data  and  Analytics     i) j) k) l) m) d) Monthly  Cash  Flow     e) Bookkeeping  and  Accounting       7) Biographies  of  Principals   Online  Advocacy     Grassroots  Organizing   Building  Local  Support   Working  with  Natural  Constituencies   Television/Radio       Vote-­‐By-­‐Mail   Direct  Mail     Phone  Program   Governmental  Affairs     Page  3       E X E C U T IV E   S U M M A R Y     The   Ohio   Marijuana   Regulation   Constitutional   Amendment   campaign  plan   below   will   allow  a  Constitutional  Amendment  to  be  drafted  to  legalize  and  regulate  marijuana  by   way   of   a   ballot   issue.   Because   Ohio   allows   citizen   initiatives,   working   with   you   as   a   Principal   Funder,   our   team   will   test   Amendment   language   with   polling,   then   draft   a   Constitutional   Amendment   that   will   be   placed   before   Ohio   voters   via   the   petition   process,   and   won   via   a   robust   campaign   operation.   Coalition   partners   from   across   the   state   will   be   asked   to   join   the   effort  to   provide   organizational   skills,   capacity,   financial   resources,  and  lend  the  campaign  additional  credibility.     This   effort   has   an   incredible   team   of   seasoned   campaign   and   governmental   affairs   professionals   to   develop   a   strong   foundation   for   a   campaign   that   is   strategically   developed  and  scalable.  This  campaign  will  work  to  join  together  political,  community,   medical   and   faith   leaders   as   well   as   newspaper   Editorial   Boards   to   support   the   effort   and  minimize/deflect  public  opposition  while  facilitating  a  first-­‐class  winning  campaign.   Success   at   the   ballot   in   2015   will   ensure   that   marijuana   legalization   and   regulation   becomes   a   Constitutional   right   in   Ohio,   and   cannot   later   be   minimized   by   the   political   whims  of  the  General  Assembly.   Strategic  planning  begins  with  the  basics:  identifying  Principal  Funders  who  understand   and   appreciate   the   “return   on   investment”   of   legalized   and   regulated   marijuana   and   who,   in   2014,   are   prepared   to   spend   $250,000   on   campaign   set-­‐up   including   robust   ballot   language   drafting   and   testing,   $2.4   million   to   secure   the   signatures   needed   to   place  the  issue  on  the  ballot,  $1.85  million  for  the  development  of  necessary  campaign   infrastructure,  and  another  $15.5  million  in  a  campaign  to  identify  and  mobilize  majority   voter   support   as   well   as   a   post-­‐campaign   phase   to   properly   prepare   for   Amendment’s   enabling   legislation   and   implementation.   Our   goal   with   this   business   opportunity   is   to   uniquely  position  Principal  Funders  for  a  growth  market  in  Ohio  where  annual  sales  are   expected  to  exceed  $1  billion  dollars.     This   professional   campaign   will   conduct   qualitative   and   quantitative   public   opinion   research   (polling)   to   determine   the   most   effective   Amendment   language.   This   information   will   better   assist   us   to   work   with   you   and   our   legal   team   in   drafting   the   Constitutional  Amendment  and  prepare  for  the  summary  petition  signature  collection  of   1,000   valid   signatures.   This   is   required   to   allow   for   Attorney   General   certification   and   Secretary  of  State  review  and  consideration  before  the  Ohio  Ballot  Board.  Upon  Ballot   Board   approval   of   the   petition,   the   committee   may   begin   to   collect   no   fewer   than   385,245  valid  signatures  from  Ohio  voters.           Page  4       Ohio  Marijuana  Legalization  and  Regulation   Summer  2014   PLEASE   NOTE:   The   signature   requirements   are   derived   from   the   gubernatorial   turnout.   Therefore,   and   signatures   collected   and   filed   before   the   November   2014   Gubernatorial   Election,   are   subject   to   the   385,245   qualification   (based   upon   the   2010   gubernatorial   turnout).   Ideally,  we  are  filing  signatures  prior  to  the  November  2014  Election  so   that  we  have  clear  target  of  signatures  required  to  qualify  early.     Clearly,   the   economy   is   going   to   take   more   time   to   turn   around.   This   plays   to   our   advantage,  as  the  marijuana  regulation  amendment  offers  the  state  jobs  and  additional   revenue.   Constitutional   Amendments   in   Ohio   win   when   they   are   short   and   easy   to   understand.   To   best   position   the   campaign   for   success,   we   need   strong   language   in   a   Constitutional   Amendment   that   is   polling   tested.   Specific   language   to   test   includes:     • The   strategic   siting   of   10   wholesale   growth   and   cultivation   facilities   as   well   as   providing   the   state   the   ability   to   issue   2   additional   licenses   each   year   during   the   initial  5  years  (via  lottery)  if  the  demand  warrants;   • Definitive   language   as   to   the   tax   rate   the   Amendment   will   provide   (i.e.   percentage  paid  to  county  or  other  governmental  entity);   • Language  that  speaks  to  voter  approval  of  retail  dispensaries  (i.e.  local  option  by   Precinct  like  alcohol  sales);   • Language   that   speaks   to   the   real   property,   income   taxes   (etc.)   that   would   be   paid  with  voter  approval  of  the  marijuana  legalization  and  regulation  issue  (e.g.   host  county  fund  as  well  as  overall  state  or  other  tax);   • Language  about  funding  to  schools;   • Funding  for  addiction  services;   • Establishment  and  financing  of  the  marijuana  dispensary  licensing  board;   • Substantial  licensing  fees;   • Wholesale   grow   and   cultivation   facilities,   as   well   as   retail   dispensaries,   employees   and   owner,   operators,   Principal   Funders   must   undergo   and   pass   criminal  background  checks,  and   • Any  other  high-­‐valued  message  learned  from  polling  and  message  testing.       Throughout  the  campaign,  the  Polling  team  will  test  a  variety  of  messages  (pro  and  con),   breaking   the   answers   into   a   variety   of   demographic   groups   for   greater   control   of   the   message.   The   research   elements   include:   Benchmark   (a   broad   range   of   messages   and   concepts)  and  Brushfire  (which  is  a  limited  look  into  the  community),  Internet  Ad  testing   (testing   commercials   on-­‐line),   Focus   Groups   (to   learn   more   about   specific   message   points   by   demographic   groups),   and   Nightly   Tracking   (to   determine   how   the   campaign’s   messages  are  resonating  with  demographic  groups).       The   key   to   winning   is   developing   a   Constitutional   Amendment   that   will   resonate   with   voters  and  will  not  negatively  impact  their  quality  of  life.       Page  5       Ohio  Marijuana  Legalization  and  Regulation   Summer  2014   While   the   petition   is   circulating,   a   robust   public   relations   and   community   outreach   program   will   need   to   be   executed   to   identify   areas   of   opportunity   and   market   segmentation.  This  will  culminate  in  a  strong  campaign  that  relies  upon  a  detailed  road   map   for   planning   and   supervising   all   marketing   activities,   including   creative   elements   like  online  digital  media  including  social  media  outreach,  print  and  electronic  media,  as   well  as  grassroots  campaign  activities.     As  this  Amendment  cements  the  right  to  purchase  marijuana  in  Ohio,  it  will  be  a  target   for   those   who   hold   tight   to   the   dated   notion   that   marijuana   be  treated   as   harmful   drug.   We  expect  that  certain  individuals  will  mount  a  significant  effort  to  repel  any  attempts   to   legalize   and   regulate   marijuana.   To   combat   any   such   efforts,   our   team   includes   politically   astute   Democratic   and   Republican   operatives   who   can   communicate   and   advocate  with  those  at  the  highest  level  of  government  in  Ohio.  While  we  do  not  expect   all  elected  and  other  leaders  to  join  the  effort,  our  goal  will  be  (in  part)  to  keep  as  many   as   possible   from   becoming   vocal   in   their   opposition.     In   doing   so,   we   will   build   the   necessary  support  to  change  a  system  that  fails  to  best  serve  the  majority  of  Ohioans.     Dovetailing   into   the   elected   official   outreach   above,   our   team   will   use   its   extensive   experience   in   Ohio   government   to   ensure   smooth   implementation   of   the   law.   We   will   do   so   to   minimize   oppositional,   jurisdictional   and   other   hurdles   during   the   enabling   legislation   and   bureaucratic   process.   To   that   end,   our   team   of   governmental   affairs   professionals   will   maintain   contact   and   communications   with   various   government   officials   to   address   concerns   well   in   advance   of   passage.   Our   team   will   also   work   with   government  officials  to  draft  the  all-­‐important  enabling  legislation.  In  doing  so,  we  will   ensure  that  the  enabling  legislation  follows  a  trajectory  of  successful  implementation.     Over  the  last  several  years,  Ohio  (like  many  other  states)  has  experienced  attempts  to   allow  marijuana  legalization.  These  efforts  include  numerous  failed  legislative  and  ballot   attempts  to  legalize  medical  marijuana.  While  well  intentioned,  each  effort  was  lacking   –  lack  of  strategic  foresight,  proper  structure  and/or  adequate  funding.  However,  with  a   properly  structured  and  funded  effort,  marijuana  legalization  and  regulation  can  secure   a   majority   of   voters’   approval   in   2015.   In   doing   so,   passage   would   bring   an   incredible   growth  industry  to  Ohio,  provide  needed  jobs  and  revenue  for  Ohio,  and  usher  in  cost   savings   by   ending   costly   court   battles   and   incarceration   of   low-­‐level   marijuana   possession.     This   is   a   critical   time   in   Ohio   and   this   country.  Clearly,  marijuana  legalization  is  coming.   We  seek  to  position  the  Principal  Funders  of  this  effort  at  the  front  end  of  a  new  market   opportunity   in   the   state   that   is   known   as   “America’s   Test   Market.”   Winning   in   the   battleground  state  of  Ohio  will  have  an  incredibly  positive  impact  on  the  Midwest  and   nation.   Being   on   the   front   line   of   a   projected   $1+   billion   annual   sale   potential   is   one   thing.   But   being   able   to   replicate   this   victory   elsewhere   places   Principal   Funders   in   a   stronger   position   for   ROI   in   other   ventures.   In   short,   if   it   works   here,   it   will   work   anywhere,  which  follows  the  old  saying,  “As  Goes  Ohio  So  Goes  the  Nation.”         Page  6       Ohio  Marijuana  Legalization  and  Regulation   Summer  2014   1.   C A M P A IG N   O V E R V IE W     We  propose  a  Constitutional  Amendment  to  legalize  and  regulate  marijuana  like  alcohol   sales   in   the   State   of   Ohio   for   the   2015   General   Election   Ballot.   Our   team’s   unique   experience   in   ballot   issue   and   other   political   campaigns   as   well   as   issue   advocacy   and   governmental   affairs   will   ensure   that   we   develop   and   test   winning   Amendment   language,   engage   the   public   and   opinion   leaders   early.   Our   goal   is   to   pass   this   Amendment   and   properly   position   the   effort   and   Principal   Funders   for   the   enabling   legislation  period.     Campaign  Team  and  Staffing  –  The  campaign  team  brings  a  cumulative  of  hundreds  of   years   of   practical   political   experience   to   winning   the   Marijuana   Legalization   and   Regulation   Amendment.   Providing   overall   management   is   the   firm   that   developed   Ohio’s  2009  casino  campaign  blueprint.  This  team  also  oversaw  the  collection  of  more   than   4   million   signatures   to   successfully   place   Ohio’s   largest   and   most   complex   ballot   issues   on   the   ballot   including   the   2009   winning   casino   campaign,   and   stopping   the   Collective   Bargaining   Repeal   in   2011.   In   addition,   this   campaign   includes   a   Legal   team   that  has  drafted  more  winning  Constitutional  Amendments  than  any  firm  in  the  country;   a   polling   team   that   has   extensive   experience   nationally   and   in   Ohio,   and   is   currently   tracking   Florida’s   marijuana   ballot   campaign;   a   Data   and   Analytics   Team   that   led   President   Obama’s   data   driven   campaign   to   victory   in   2008   and   2012;   a   Communications   Team   that   works   directly   with   the   Ohio   Democratic   Party   and   Organized   Labor   on   public   relations   and   public   affairs;   a   Direct   Mail   team  that   produces   visually   impactful   and   winning   mail   programs   across   the   nation,   professional   media   production   and   placement   teams   with   decades   of   success   in   Ohio,   and   a   team   of   governmental   affairs   experts   solutions   that   will   be   engaged   to   ensure   successful   implementation  after  winning  at  the  ballot.       Below  is  an  overview  of  the  campaign  structure:     a)  Ballot   Issue   Committee   Creation   –  The  team  will  create  a  ballot  issue  committee  to   serve   as   the   legal   entity   that   will   receive   contributions   and   make   expenditures   for   the   campaign.  The  Committee  may  allow  an  attorney  to  represent  them  at  the  initial  filing   (see  “summary  petition  filing”  below).       The   ballot   issue   committee   should   be   registered   with   the   IRS   as   a   501c(4)   social   welfare   organization.  As  such,  it  may  receive  unlimited  contributions  from  individuals,  non-­‐profit   corporations   and   organizations   regardless   of   tax-­‐exempt   category,   foundations,   business   entities   (including   for-­‐profit   corporations,   limited   liability   companies,   partnerships)  and  other  federal  and  state  political  entities  (PACs,  candidate  committees,       Page  7       Ohio  Marijuana  Legalization  and  Regulation   Summer  2014   political   parties).   All   contributions   count   as   a   lobbying   expense   against   a   501c(3)   organization's   lobbying   limit.   Most   other   non-­‐profit   organizations   do   not   have   a   lobbying   limit.   The   ballot   issue   committee   need   have   a   legal   team   to   provide   legal   insight   and   employ   the   generally   accepted   accounting   principles   and   reporting   of   all   funds  received  and  expended.         Two   accounts   will   be   established   for   this   effort:   a   501c(4)   operating   account   and   a   501c(4)   PAC   account.   The   PAC   must   report   the   names   of   all   donors   to   the   PAC.   However,  a  donor  to  the  501c(4)  operating  account  is  not  publicly  disclosed  so  long  as:       1. The   contribution   to   the   operating   account   was   not   solicited   for   the   PAC   and   not  earmarked  by  the  donor  for  the  PAC;  and       2. The   majority   of   the   operating   account's   expenditures   are   not   for   the   direct   costs   of   the   petition   effort   (printing,   distribution,   circulation,   etc.)   and/or   express  advocacy  urging  a  vote  for  the  ballot  issue.     The   501c(4)   can   transfer   49.9%   of   funds   from   its   operating   account   to   the   PAC   without   disclosure  of  donors  to  the  501c(4)  operating  account  so  long  as  these  two  conditions   are  met.   b)  Campaign  Finance  Compliance  –  Legal  Counsel  will  create  a  Ballot  Issue  Committee   that   is   registered   with   the   IRS   as   a   501c(4)   social   welfare   organization.   The   Legal   Counsel   will   need   to   provide   legal   insight   and   work   directly   with   the   committee’s   Treasurer  to  employ  the  generally  accepted  accounting  principles  and  reporting  of  all   funds  received  and  expended.     The  Legal  Team  will  also  assist  in  compliance  and  implementation  of  the  Amendment   when  passed.       c)   Amendment   Language   Drafting   and   Testing   –   Concepts   for   a   new   Constitutional   Amendment  will  be  tested  through  public  opinion  research,  which  will  be  conducted  by   The  Kitchens  Group  to  determine  public  awareness  and  support.     Constitutional   Amendments   in   Ohio   win   when   they   are   easy   to   understand.   Polling   will   dictate  the  actual  phrasing  of  the  Amendment.     Additional   expressed   rights   below   will   be   tested   to   determine   what   if   any   strategic   advantage  will  be  gained  by  including  one  or  more  of  the  measures  in  the  Amendment.   Some  of  the  concepts  under  consideration  include,  but  are  not  limited  to:           Page  8       Ohio  Marijuana  Legalization  and  Regulation   Summer  2014   Medical   Marijuana   v   Marijuana   Legalization   and   Regulation–   Test   concepts   –   why   do   people   like   one   more   than   the   other?   What   emotional   triggers   exist   for   both?   What   strengths   from   medical   marijuana  can  be  borrowed  for  full  legalization  efforts?     Structures   of   the   Amendment  –  We  will  review  and  test  the  language   from   other   states   and   language   recommended   by   the   funders   to   determine  what  voters  accept  and  are  willing  to  support.     Taxation   Rates   –   It   will   be   imperative   that   we   identify   the   best   combination  of  taxation  rates  to  win  majority  voter  support.  Testing  will   include  determining  not  only  the  level  of  taxation,  but  also  what  social   good   the   money   fund   such   as:   law   enforcement,   infrastructure,   schools,   homestead  exemption  for  seniors,  local  governments,  etc.       Local   Control   thru   Local   Option   &   Quotas   –   If   marijuana   legalization   and  regulation  follows  the  path  of  alcohol  sales  and  regulation,  we  will   want   learn   the   level   of   support   that   can   be   gained   by   affording   local   control   of   dispensary   sites,   and   also   how   many   may   operate   within   an   area.  When  dealing  with  alcohol  permitting,  that  is  known  as  providing   local  control  through  Local  Option,  and  limiting  the  amount  of  permits   through  a  quota  system.       Any   other   high   valued   message   learned   from   polling   and   message   testing   will   be   considered   for   inclusion   in   the   Constitutional   Amendment   so   long   as   it   conforms   to   single-­‐issue  status  of  the  Amendment.   d)  Ballot  Timing  –   By   filing   the   petition   with   the   requisite   number   of   signatures   no   later   than  125  days  before  the  General  Election,  an  Initiated  Constitutional  Amendment  will   be  placed  upon  the  next  available  General  Election  ballot.  The  125th  day  before  the  2015   General   Election   is   Wednesday   July   1,   2015.   Placing   an   issue   on   the   ballot   of   off-­‐year   election  cycle  will  allow  the  campaign  to  mobilize  the  electorate   which  from  this  cycle   comes  from  urban  centers  –  which  are  Democratic  leaning.     In   Ohio,   a   ballot   issue   petition   has   no   shelf   life.     That   means   a   petition   that   has   been   certified   by   the   Attorney   General   and   approved   by   the   Ohio   Ballot   may   collect   signatures   for   an   undetermined   amount   of   time.   Valid   signatures   collected   remain   so   unless   the   voter   moves,   is   incarcerated   or   dies.   To   maximize   time   campaign   to   qualify   for   the   ballot   early,   and   provide   the   necessary   time   to   conduct   a   thorough   voter   identification  and  advocacy  campaign,  while  also  providing  regular  polling  for  message   testing   to   determine   message   penetration   and   any   need   for   strategic   message   adjustment.           Page  9       Ohio  Marijuana  Legalization  and  Regulation   Summer  2014   The  timing  of  the  ballot  placement  is  critical.  At  no  time  in  recent  history  have  the  voters   been   more   willing   to   accept   marijuana   legalization   and   regulation.   There   exists   an   incredible   opportunity   to   pass   a   marijuana   legalization   and   regulation   Amendment   as   the   voters’   see   the   positive   financial   impact   form   other   states   with   legalization   and   believe   that   marijuana   is   no   more   harmful   than   alcohol.   Politically,   Ohio   is   a   fairly   moderate  state  given  that  it  is  a  state  in  which  Governor  Kasich  won  with  just  over  49%,   President   Obama   won   the   presidency   in   2008   with   51.5%,   and   was   re-­‐elected   with   50.67%.   It   is   only   because   of   redistricting   that   the   Ohio   legislature   is   controlled   by   a   supermajority  of  Republicans  and  the  GOP  controls  the  state’s  congressional  delegation   (on  a  3  to  1  basis).     The  2015  ballot  affords  marijuana  legalization  proponents  a  rational  and  realistic  ability   to   bring   a   well-­‐reasoned   approach   to   legalization.   Increasing   the   viability   of   the   ballot   issue   is   the   fact   that   marriage   equality   and   the   Voters   Bill   of   Rights   could   reach   the   November  2015  ballot  and  will  bring  metro,  young  and  minority  voters  to  the  polls.   Based   on   2011   election   returns   (the   most   similar   ballot   to   2015),   we   find   that   nearly   56%  of  voters  are  concentrated  in  eleven  counties.  Moreover,  twenty-­‐two  counties  (one   quarter  of  all  Ohio  counties)  account  for  approximately  72%  of  the  overall  voter  turnout.   These   are   Ohio’s   metropolitan   and   their   contiguous   counties,   and   have   a   history   of   leaning   toward   the   Democratic   Party   candidates.   While   this   effort   must   remain   non-­‐ partisan,   passage   comes   from   early   identification   of   supportive   voters,   advocacy   to   those  who  are  persuadable  voters.     e)  Reporting   Protocols   –  This  campaign  will  be  a  metric  driven,  transparent  effort  with  a   high   level   of   accountability   between   funders   and   campaign   team.   For   each   phase   of   the   campaign,   defined   metrics   and   a   detailed   plan   against   which   principle   funders   can   measure   progress   of   the   effort.   We   find   bi-­‐monthly   calls   with   secure   online   reporting   works   best   in   the   start-­‐up   of   the   campaign.   Additional   calls   can   be   scheduled   as   necessary,  but  this  would  allow  the  campaign  to  hold  calls  every  other  week  in  2014  and   transitioning  to  weekly  calls  in  2015.  Ultimately,  the  campaign  team  will  structure  calls   and  reporting  that  best  meet  the  Principal  Funders’  needs.     f)   Legal   Counsel   –  Ohio’s  premier  election  attorney  Don  McTigue  has  been  retained  to   draft   the   Amendment   and   to   be   involved   with   legal   and   political   as   well   as   the   public   affairs  team  throughout  the  campaign.  Markovits,  Stock  and  DeMarco,  LLC  will  provide   compliance   and   additional   insight   into   the   legal,   governmental   affairs   and   political   process.       g)  Projected  Costs  –  The  cost  of  the  campaign  ultimately  depends  upon  the  polling  and   the  language  of  the  Amendment.  For  planning  purposes,  this  program  has  a  price  point       Page  10       Ohio  Marijuana  Legalization  and  Regulation   Summer  2014   of   $20   million.   This   begins   with   an   initial   contribution   of   $250,000   to   draft   and   test   ballot  language,  $2.4  million  for  guaranteed  ballot  placement  and  $1.85  million  to  build   the   campaign   infrastructure,   followed   by   another   $15.5   million   in   a   campaign   to   fully   identify  and  mobilize  majority  voter  support.  A  detailed  financial  overview  with  line  item   and  monthly  cash  flow  projections  is  provided  below.     2.   C A M P A IG N   S T R A T E G Y   &   P O L IC Y   D E V E L O P M E N T     a)  Analysis  of  Ohio  –   Based   on   recent   polling   of   Ohio   voters,  Ohioans   are   ready   to   pass   Medical  Marijuana.  The  February  24,  2014  Quinnipiac  poll  showed  87%  of  Ohio  voters  in   support   of   medical   marijuana   and   11%   opposed.   Support   for   legalization   dropped   significantly   (but   was   still   in   majority)   with   51%   supporting   marijuana   legalization,   and   44%  opposing.  Therefore  while  medical  marijuana  seems  to  be  the  easiest  lift  as  far  as   campaigns   are   concerned,   marijuana   legalization   is   more   difficult   but   doable   in   an   off   year   turnout   election   because   with   proper   funding,   the   campaign   can   turnout   low   intensity  (infrequent)  but  supportive  voters.     Additional   polling   needs   to   be   conducted   to   learn   more   about   what   Ohio   voters   will   support.  This  includes  Amendment  language  and  message  testing  to  better  understand   if   marijuana   legalization’s   support   grows   with   economic   impact   and   employment   information.   Knowing   what   voters   believe   and   are   willing   to   believe   will   assist   in   developing   messages   by   region   to   best   connect   with   voters   here   and   elsewhere.   The   latter   fact   is   important   for   other   states   as   Ohio   serves   an   important   role   as   America’s   Test  Market.  This  gives  incredible  value  to  testing  a  variety  of  messages  and  campaign   tactics  in  Ohio  before  taking  them  elsewhere.  As  the  saying  goes,  “As  Ohio  goes,  so  goes   the  nation.”  Simply  put,  if  it  works  in  the  Buckeye  State,  it  works  anywhere.   Compared   to   States   with   Legalization   –   As   a   state,   Ohio   has   a   population   of     11.5+  million  people,  with  8.1  million  residents  aged  21  years  or  older.  Interestingly,  the   two   states   with   legalized   marijuana   (Washington   and   Colorado)   have   a   combined   population  of  8.3  million  (i.e.  Colorado  with  3.5  million  and  Washington  State  with  4.8   million)  and  only  surpass  Ohio’s  population  of  21+  years  of  age  by  fewer  than  200,000.         Ohio’s   Diversity   –   Ohio   provides   a   diverse   political   landscape   and   the   opportunity   to   test   multiple   strategies   and   messages   at   once,   offering   Principal   Funders   an   incredible   opportunity.  With  a  single  statewide  initiative,  Principal  Funders  have  the  ability  to  learn   messaging  impacts  for  legalization  campaigns  in  other  states:           Page  11       Ohio  Marijuana  Legalization  and  Regulation   Summer  2014   (1)  The  Industrial  North  –  This  is  where  the  rust  belt  finds  its  home  in   the   Buckeye   State.   This   wide   swath   of   land   goes   from   Toledo,   then   along   the   shores   of   Lake   Erie   then   down   the   Pennsylvania   border   below   Youngstown   and   the   Mahoning   Valley.   Encompassing   urban   centers   like   Cleveland   and   Akron,   inner-­‐ring   suburbs   and   exurbs   like   Lorain   and   Elyria,   and   small   towns.   This   is   the   most   economically,   and   culturally   diverse  region  in  the  state  blending  upper  and  middle  class  communities   with   white-­‐collar   and   blue   collar,   white   ethnic   communities,   and   a   strong  African-­‐American  population.       (2)  Central  Ohio  –   Central   Ohio   is   the   only   part   of   the   state   that   did   not   suffer   population   decline   over   the   last   decade.   With   Columbus   as   the   hub   of   this   region,   the   area   has   grown   from   its   agricultural   to   the   heartland   of   the   nation’s   swing-­‐voter.   With   the   nation’s   15th   largest   and   Ohio’s   most   populous   city   (Columbus),   the   region   thrives   as   it   is   the   center   for   State   government,   higher   education   such   as   Ohio   State   and   many   other   colleges,   as   well   as   numerous   national   and   international   white-­‐collar  enterprises  that  are  major  employers  in  Central  Ohio.   (3)  The  Southwest  –  Bordering  Kentucky  to  the  South  and  Indiana  to  the   West,  Southwest  Ohio  is  considered  the  state’s  conservative  heartland.   Cincinnati   is   the   centerpiece   of   the   region   with   its   Germanic   and   southern   roots   and   adjacency   to   the   exurban   counties   of   Butler,   Clermont,   and   Warren   which   are   core   of   the   Ohio   Republican   Party’s   base.     (4)   Indiana-­‐Lite   –   Moving   along   the   Indiana   border   to   Northwest   Ohio   and  reaching  into  the  western  part  of  Ohio,  this  agricultural  heartland  of   the   state   remains   the   least   urban   region   of   all.   While   farming   is   in   a   steep   decline,   this   region   embraces   its   agri-­‐business.   The   region   also   remains  socially  conservative.     (5)   The   Southeast   –   Known   as   Ohio's   Appalachian   home   front,   the   region   continues   to   struggle   with   low   income,   and   determination   for   jobs.   With   its   strong   and   proud   history   of   coal   mining,   this   region   of   Ohio  has  more  in  common  with  its  neighbor  West  Virginia  than  it  does   with  the  rest  of  Ohio.           Page  12         Ohio  Marijuana  Legalization  and  Regulation   Summer  2014   b)   Competitive   Analysis   –   There  are  currently  three  competing  efforts  to  secure  medical   marijuana  legalization  in  Ohio:  one  is  via  the  legislative  route,  the  other  two  are  through   the  ballot  initiative  process.       The   Legislative   Route   –   State   Representative   Robert   F.   Hagan   (D-­‐Youngstown)   has   introduced   House   Bill   153,   which   would   allow   doctors   to   authorize   patients   to   grow   twelve   mature   marijuana   plants   for   the   patient,   or   designate   a   care   to   grow   for   the   patient.  The  patient  would  also  be  permitted  up  to  200  grams  of  usable  marijuana.  Since   its  assignment  to  the  Ohio  House  Health  and  Aging  Committee,  HB153  has  only  received   one  hearing  and  is  not  expected  to  receive  any  additional  hearings  before  the  end  of  the   130th  General  Assembly  in  December  2014.         Similar  Bills  have  been  introduced  over  the  last  several  years  and  have  yet  to  make  it  out   of   any   committee.   To   become   law,   Bills   in   the   Ohio   Legislature   require   majority   support   from   both   the   House   and   Senate   and   the   Governor’s   signature.   Passage   of   HB153   is   remote  at  best.     Rep.  Hagan  also  introduced  a  resolution,  HJR  6  that  would  give  Ohio  voters  the  right  to   tax  and  regulate  marijuana  as  well  as  make  it  legal  for  adults  21  years  of  age  or  older.   Because   Joint   Resolutions   such   as   HJR   6   require   a   super   majority   to   pass,   there   is   no   chance  HJR  6  will  move  forward  to  voters  this  year  or  any  time  in  the  near  future.       Initiated   Ballot   Issue   –   Since   2011,   two   organizations   formed   to   advance   medical   marijuana   Amendments   via   the   Initiative   Ballot.   One   of   the   groups   has   folded   and   the   other,   Ohio   Rights   Group,   has   spent   nearly   one-­‐year   collecting   signatures.   Our   team   has   spoken  with  the  group  and  learned  that  they  have  approximately  50,000  signatures  of   which   20,000   may   be   valid.   While   they   have   incredibly   dedicated   activists,   the   Ohio   Rights  Group  does  not  have  the  necessary  infrastructure,  strategic  planning  or  funding   to  reach  the  ballot  or  run  an  effective  and  winning  campaign.           c)   Economic   Impact   Study   –   A   comprehensive   Economic   Impact   Study   needs   to   be   completed  early  in  the  process  to  lend  credibility  to  the  effort,  define  what  the  state  and   local   communities   should   expect   to   be   generated   in   overall   sales,   projected   tax   rates,   and  jobs  created.  This  data  will  then  allow  the  campaign  to  define  the  issue  regionally,   county-­‐by-­‐county  and  into  local  community  levels.       d)  Petition  Overview  –   Because  of  Ohio’s  geographic  size  and  voter  population  of  8+   million,  it  is  critical  that  proponents  of  a  Constitutional   ballot  issue  are  aware  that  the   success  of  a  petition  drive  is  determined  not  at  the  end,  but  rather  the  beginning  of  an       Page  13       Ohio  Marijuana  Legalization  and  Regulation   Summer  2014   effort.  The  Strategy  Network  (TSN)  has  the  more  experience  in  Ohio  petition  drives  than   any   other   firm   in   the   country   to   oversee   the   most   complex   ballot   issue   having   managed   the  collection  of  more  than  4  million  signatures  in  the  Buckeye  State  since  2006.     e)  Messaging  –   Working   with   The   Kitchens   Group   polling   firm,   the   campaign   team   will   develop   messaging   points   to   address   specific   issues   and   concerns   of   various   strata   of   voters.  Learning  what  voters  believe  and  are  willing  to  believe  will  allow  the  campaign   to   craft   and   deliver   messages   clearly   and   concisely   to   a   wide   array   of   voters   along   multiple   demographic   groups.   The   goal   will   be   to   address   their   concerns   and   build   support,  while  decreasing  opposition  across  the  state.       f)  Opinion  Leaders  –   A  significant  component  to  our  metric  driven  campaign  is  a  well-­‐ organized  and  centrally  maintained  database  of  supporters  that  will  allow  us  to  call  on   them   for   action   and   mobilize   quickly.   This   will   include   health   care   providers   and   patients,   law   enforcement,   faith   and   business   community   leaders   that   can   influence   pre-­‐determined  targets  or  critical  geographic  areas.   g)   Opposition   Research   –   Know   thine   enemy.   Our   programming   includes   a   strong   research  element  that  will  allow  us  to  learn  about  the  opposition,  what  they  have  said   (if   anything)   in   the   past,   how   it   differs   from   statements   being   made   during   the   campaign,  and  with  whom  they  have  influence.  Our  goal  will  be  to  understand  who  they   are  and  why  they  are  taking  a  contrary  position.  Where  necessary,  the  research  will  help   find  ways  to  minimize  the  opposition’s  impact  on  the  overall  campaign  and  message  if   and  when  they  arise.                     Page  14       Ohio  Marijuana  Legalization  and  Regulation   Summer  2014   3.   O R G A N IZ A T IO N A L   S T R U C T U R E       Winning   the   Marijuana   Legalization   and   Regulation   campaign   requires   understanding   many   facets   of   the   process,   beginning   with   the   creation   of   the   ballot   issue   committee   and   beginning   the   petition   process.   As   previously   stated,   the   language   must   be   poll   tested,  clear,  concise  and  to  the  point.     a)  The  Campaign  Team  –   The   campaign   team   assembled   provides   hundreds   of   years   of   practical  political  campaign  experience.  This  team  has  vast  experience  in  winning  in  Ohio   and   many   on   the   team   are   nationally   known   and   highly   regarded   for   providing   their   winning   services.   Following   best   practices,   this   ensemble   of   professional   political   operatives   understand   how   the   ballot   issue   impacts   Ohio,   how   to   build   support   and   most  importantly,  how  to  get  majority  support  to  the  vote  for  the  issue.       b)  Campaign  Finances   –   Heading  this  campaign  finance  team  is  Jeff  Berding  who  served   as   a   Cincinnati   councilmember,   and   has   a   long   history   of   working   with   entrepreneurs   and  political  operations  in  Ohio.  Jeff’s  skills  in  the  campaign  will  be  in  working  directly   with  the  Principal  Funders.  For  election  and  financial  compliance,  the  team  at  Markovits,   Stock   and   Demarco   will   ensure   full   accounting   as   well   as   address   any   and   all   required   filings  occur  in  a  timely  manner.     c)   Legal   Structure   –   The   ballot   issue   committee   will   be   registered   with   the   IRS   as   a   501c(4)  social  welfare  organization.  As  such,  it  may  receive  unlimited  contributions  from   individuals,   non-­‐profit   corporations   and   organizations   regardless   of   tax-­‐exempt   category,   foundations,   business   entities   (including   for-­‐profit   corporations,   limited   liability   companies,   partnerships)   and   other   federal   and   state   political   entities   (PACs,   candidate  committees,  political  parties).       Two   accounts   will   be   established   for   this   effort:   a   501c(4)   operating   account   and   a   501c(4)   PAC   account.   The   PAC   must   report   the   names   of   all   donors   to   the   PAC.   However,  a  donor  to  the  501c(4)  operating  account  is  not  publicly  disclosed  so  long  they   following  the  requirements  listed  above  in  1.  Campaign  Overview,  Section  (a)  1  and  2.             Page  15       Ohio  Marijuana  Legalization  and  Regulation   Summer  2014   d)  Public  Opinion  Research   –   Throughout  the  campaign,  the  committee  will  need  to  test   a   variety   of   messages   (pro   and   con),   stratifying   the   answers   to   allow   the   campaign   to   determine  which  messages  resonate  with  various  demographic  groups  including  but  not   limiting   to:   gender,   age,   ethnicity,   partisan   affiliation,   income,   education   levels   and   geography.  The  research  elements  include:  Benchmark  polling,  which  is  the  testing  of  a   broad   range   of   messages   and   concepts.   Brushfire   polling   is   a   follow-­‐up   to   the   Benchmark   poll   and   serves   as   a   limited   look   into   the   community.   Internet   Ad   testing   allows  the  committee  to  test  commercials  and  concepts  on-­‐line.  Focus  Groups  provide   the   campaign   the   ability   to   learn   more   about   specific   message   points   by   demographic   groups.  In  the  final  stages  of  the  campaign,  Nightly  Tracking  will  be  used  to  determine   how  the  campaign’s  messages  are  resonating  with  demographic  groups.         For   this   campaign,   the   Polling   Team   at   The   Kitchens   Group   will   employ   an   Internet-­‐ based   method   for   conducting   the   survey.     Many   major   corporations,   including   AT&T,   Wal-­‐Mart,   Career   Builders,   Microsoft,   and   Hewlett   Packard,   employ   this   methodology.     Respondents   will   be   gathered   from   voter   panels   managed   by   Survey   Analytics.   This   technology   has   become   the   gold   standard   of   market   research,   replacing   telephone-­‐ based  data  collection.           More  than  80%  of  Americans  are  on  the  Internet  at  least  once  per  day.  The  change  in   the  technology  people  use  to  communicate  has  been  the  driving  force  behind  this  new   methodology.    This  methodology  eliminates  the  problem  of  interviewing  younger  voters   who  no  longer  have  landlines     In  addition  to  finding  a  more  representative  sample,  Internet-­‐based  research  has  several   other   advantages:   Unlike   telephone   surveys,   the   cost   of   Internet   surveying   is   not   directly  related  to  the  length  of  the  survey.     With  all  telephone  surveys,  costs  increase  as  the  survey  becomes  longer.    This  factor  is   not  true  for  Internet-­‐based  surveys.    Any  survey  can  be  “too  long”  and  people  terminate   before  finishing.    However,  for  the  Internet  survey,  the  price  does  not  change  between   having   20   questions   and   having   40   questions.     This   factor   allows   a   client   to   gather   more   information   for   less   money.   More   complicated   concepts   can   be   examined   using   Internet  surveys  compared  to  telephone  surveys.     A  person’s  short-­‐term  memory  can  only  recall  about  7  seconds  of  information.    If  long   questions   are   used   on   the   telephone,   it   is   unlikely   the   respondent   will   retain   all   the   information   he   or   she   is   given.     However,   since   the   Internet   survey   is   visual,   the   respondent  can  re-­‐read  a  question  or  paragraph  or  even  go  back  to  previous  statements   and   read   them   again.     This   factor   has   been   very   important   for   The   Kitchens   Group’s   use       Page  16       Ohio  Marijuana  Legalization  and  Regulation   Summer  2014   of   Internet   surveys   in   legal   cases   where   there   may   be   some   complicated   facts.     Internet   surveys  can  present  visual  materials  such  as  advertising  and  logos.     This  form  of  analysis  will  allow  the  campaign  to  pre-­‐screen  television  ads  or  logos  and   have  the  respondent  answer  questions  about  them.    In  the  past,  this  research  could  only   be   conducted   using   methodologies   such   as   focus   groups   or   mall   intercepts.     Both   of   these   methodologies   lack   quantitative   validity.     However,   by   having   a   representative   sample  evaluate  visual  materials,  the  client  is  provided  with  reliable  quantitative  data.     e)  Opposition  Research   –   Our  Communications  and  Data  team  will  monitor  social  media   and  mainstream  media  for  storylines  about  the  campaign,  marijuana  as  a  topic  and  track   opinions   expressed   in   both   media.   When   and   where   opposition   percolates,   a  research   assistant   will   begin   learning   about   the   person,   organization   or   group   expressing   opposition.  This  information  will  be  housed  securely  in  the  cloud  for  access  by  the  team.     f)   Signature   Gathering   Process  –   A  successful  petition  programs  rely  upon  development   and   implementation   of   tested   and   proven   systems   that   allow   for   the   managing   and   directing   of   volunteers,   and   allied   partners.   While   the   volunteer   components   of   the   collection  will  broaden  the  reach,  as  well  as  lend  credibility  and  capacity  to  the  effort,   for   planning   purposes,   the   Committee   should   only   expect   10%   of   the   needed   signatures   to   come   from   volunteers/Coalition   partners.   These   signatures   should   be   considered   buffer  to  the  signatures  that  will  be  paid  to  be  collected.  To  guarantee  ballot  placement,   petition  signatures  will  be  collected  by  professional  paid  signature  operations  that  have   key  personnel  to  administer  numerous  regional  offices,  oversee  and  direct  the  petition   circulation,   manage   and   monitor   the   Quality   Control   personnel   to   ensure   a   complete   data  entry  of  signers  of  the  petition  and  validation  of  the  signatures  gathered.     The  petition  process  is  best  defined  in  three  phases:       Phase  I:  Petition  Preparatory  Processing       Phase  II:  Signature  Collection  &  Initial  Filing     Phase  III:  Supplemental  Collection  (if  needed)       Phase   I   –   Summary   Petition   Process:   The   committee   is   required   to   collect   and   file   signatures  from  1000  registered  voters.  This  is  called  the  Summary  Petition  Filing.  This   petition   must   include   a   Summary   of   the   Amendment   as   well   as   the   full   text   of   the   Amendment   that   will   be   filed   with   the   Attorney   General   and   the   Secretary   of   State.   The   Attorney   General   will   review   the   Summary   of   the   petition   to   determine   if,   in   the   Attorney   General’s   opinion,   the   summary’s   language   is   a   fair   and   accurate   representation  of  the  Amendment.  During  the  Attorney  General  review  of  the  Summary   Petition,  the  Secretary  of  State  will  dispatch  the  signatures  to  the  appropriate  Board  of       Page  17       Ohio  Marijuana  Legalization  and  Regulation   Summer  2014   Elections   for   verification   and   validation.   In   both   instances,   if   the   language   is   approved   and   the   signature   requirements   are   met,   the   Attorney   General   and   Secretary   of   State   shall   forward   the   petition   to   the   Ballot   Board   for   their   review   and   consideration.       Timing:     This   phase   can   begin   after   testing   petition   language   in   polling   and   thereafter   when  the  Committee  approves  the  final  draft  of  the  petition.   Ballot  Board  Review:  The   Ohio   Ballot   Board   prescribes   and   certifies   the   ballot   language   for   proposed   Constitutional   amendments,   initiatives,   and   referenda   and   oversees   efforts   to   inform   voters   of   proposed   ballot   issues.   The   Secretary   of   State   chairs   the   five-­‐ member  board  and  the  office  of  the  Secretary  of  State  provides  professional,  technical,   and   clerical   support   for   the   Board.  The   Board   will   determine   if   the   petition   should   remain  one  single  issue  or  be  separated  into  more  than  one  petition  (issue).  Ideally  the   Ballot   Board   will   vote   to   keep   the   issue   as   one   petition,   however,   should   the   Board   determine   that   the   issue   need   be   divided   into   multiple   issues,   the   petition   committee   is   permitted   to   file   a   Mandamus   or   Writ   of   Prohibition   with   the   Ohio   Supreme   Court   for   relief.  The  Court  has  in  the  past  overruled  the  Ballot  Board  when  it  divided  the  Health   Care   Constitutional   Amendment   into   multiple   issues.   Conversely,   the   committee   can   accept   the   Ballot   Board’s   ruling   and   restart   the   Phase   I   process   from   the   beginning.   Doing   so   would   require   re-­‐drafting   of   the   Amendment,   the   petition   summary,   collecting   1000  valid  signatures  and  resubmitting  it  to  the  Attorney  General  and  Secretary  of  State.     Timing:   The   Ballot   Board   will   within   ten   days   of   the   Attorney   General’s   certification.   For   planning  purposes,  the  final  approved  petition  can  begin  circulation  approximately  three   weeks  after  the  summary  petition  has  been  filed  with  the  Attorney  General  (assuming   the   Attorney   General   certifies   the   language).   Ballot   Board   delays   are   not   uncommon,   but  they  will  have  a  cascading  effect  on  the  campaign’s  timeframe.   To  better  assist  the  committee  in  this  process,  the  transcript  of  the  past  several  years  of   Ballot  Board  meetings  can  be  requested  and  reviewed  to  prepare  for  a  Court  challenge   should   it   be   necessary.   Upon   Ohio   Ballot   Board   certification,   the   petition   as   well   as   a   verified  copy  of  the  constitutional  amendment,  together  with  its  summary  and  Attorney   General's   certification   must   then   be   filed   with   the   Secretary   of   State  by   the   Attorney   General.    The  Committee  may  then  print  the  petition  and  begin  collecting  signatures.     NOTE:   Ballot   petitions   have   no   shelf   life.   A   Constitutional   Amendment   can   ONLY   be   placed   on   the   November   Ballot.   Placement   on   any   November   Ballot   necessitates   that   the   requisite   valid   signatures   be   filed   no   later   than   125   days   prior   to   the   election.   For   the   November   2014   ballot   that   date   is   July   2nd,   for   the   November   2015   Ballot,   that   filing   deadline  is  July  1st.       Page  18       Ohio  Marijuana  Legalization  and  Regulation   Summer  2014   Phase   II   –   Signature   Collection   &   Initial   Filing:     For   any   petition   filed   before   the   certification  of  the  November  2014  ballot,  the  Petition  Committee  is  required  to  obtain   signatures   from   385,245   registered   voters   from   at   least   44   of   the   88   counties   of   the   state.   From   each   of   these   44   counties,   there   must   be   signatures   equal   to   at   least   five   percent   of   the   total   vote   cast   for   the   office   of   governor   (in   that   county)   at   the   last   gubernatorial  election  (2010).  To  reach  the  November  2015  General  Election  ballot,  the   petition  must  be  filed  with  the  Secretary  of  State  no  later  than  July  1,  2015.     Ohio’s   newest   petition   law   requires   that   all   part-­‐petitions   (petition   booklets)   be   separated  by  county  and  labeled  by  the  name  of  the  county  with  a  sequential  number.   Additionally,   each   part-­‐petition   must   be   scanned   and   the   images   of   each   part-­‐petition   must   be   filed   with   the   Ohio   Secretary   of   State,   along   with   a   manifest   of   all   part-­‐ petitions,   listing   them   by   county,   part-­‐petition   number,   signatures   by   part-­‐petition   as   well   as   totals.   The   manifest   must   provide   a   summary   by   county   and   an   index   of   all   part-­‐ petitions   being   provided   at   filing.   This   newest   procedural   requirements   of   sorting,   labeling   and   manifesting   is   incredibly   time   consuming   and   requires   a   professional     “Quality   Control”   team   whose   only   job   is   to   take   possession   of   the   petition   once   it   comes  out  of  the  field,  and  follows  strict  guidelines  for  sorting,  labeling,  digital  imaging,   archiving  and  storage.     For   planning   purposes   signature   collection   effort,   a   minimum   of  forty   thousand   petition   booklets  (part-­‐petitions)  will  need  to  be  printed.  This  quantity  of  petition  booklets  will   require  a  minimum  of  two  weeks  for  printing  and  binding.     NOTE:   At   filing,   the   Committee   must   also   provide   a   digital   version   of   the   petition,  which  the  Secretary  of  State  will  edit  and  return  to  the  Committee  if   a  Supplementary  collection  is  required  (see  below).         Phase  III  –  Supplemental  Collection:  The  committee  shall  have  the  right  to  continue  to   collect  signatures  if  the  Ohio  Secretary  of  State  advises  that  the  committee  is  deficient   in  the  number  of  signatures  necessary  to  qualify  for  the  ballot.  However,  under  the  new   petitioning  laws  prescribed  by  SB  47,  Committees  must  now  await  an  official  notice  of   deficiencies  from  the  Secretary  of  State  before  the  Committee  is  permitted  to  continue   its   collection   of   signatures   during   the   prescribed   10-­‐days   Supplementary   collection   period.   Upon   receiving   this   notice,   the   Secretary   of   State   shall   also   provide   the   Committee   the   Supplementary   petition   that   will   have   been   edited   by   the   Secretary’s   office,  and  will  have  to  be  printed.  The  10-­‐day  window  for  collection  shall  then  begin  the   day   following   the   receipt   of   the   Secretary’s   notice.   Given   that   we   have   until   July   1   of   2015   to   file   the   petition,   it   is   imperative   that   we   not   file   until   we   have   conclusively   reached   the   overall   level   of   valid   signatures   (with   a   solid   validity   buffer)   and   qualified   in   no  fewer  than  60  counties  (to  ensure  we  can  fend  off  any  challenges).       Page  19       Ohio  Marijuana  Legalization  and  Regulation   Summer  2014   If   after   filing   the   Supplementary   petition   signatures,   the   SOS   has   certified   that   the   committee   has   secured   both   the   necessary   number   of   valid   signatures   and   county   qualifications,  the  issue  shall  be  certified  and  placed  upon  the  ballot.       Projected   Raw   Signatures   Needed   –   Based   upon   past   collection   efforts   in   Ohio,   to   ensure   ballot   placement   on   the   2015   ballot,   750,000   (raw)   signatures   will   need   to   be   collected,   with   particular   attention   being   given   to   the   44   county   qualification   requirement.     g)  Public  Relations  and  Communications  –  From  the  earliest  of  stages,  before  the  first   signature   is   collected,   the   campaign   effort   requires   a   strong   public   relations   component   to   provide   daily   outreach   to   the   media,   and   to   work   with   Editorial   Boards   across   the   state.   It   will   be   imperative   that   the   media   have   access   to   the   campaign   operation   and   the   campaign   to   the   media   to   drive   messages.   The   communications   team   should   compile   and   disseminate   clippings   daily   to   coalition   members,   then   develop   and   coordinate   media   opportunities   with   various   coalition   members.   The   communications   team  will  also  monitor  opposition  within  the  media  and  provide  the  campaign  the  ability   to  “bracket”  oppositional  messaging  when  and  if  it  occurs.     h)   Data   and   Analytics   –   Effective   programs   are   grounded   in   data.   President   Obama’s   election   and   re-­‐election   campaigns’   data   operational   experts   who   have   formed   a   company   named   270   Strategies   will   lead   the   Data   Team.   The   Data   Team   will   help   calculate   quantitative   goals   and   establish   accountability   systems   utilizing   polling   and   modeling  to  create  a  data  driven  campaign.       Data   Acquisition:   The   Data   Team   will   oversee   the   data   voter   file   data,   and   append   additional  consumer  data  as  needed  and  provide  a   platform  to  track  voter  contact.  This   data  will  serve  as  the  backbone  for  the  campaign’s  entire   analytics  and  data  program.         Modeling:  The  Data  Team  will  build  two  models,  one  that  predicts  support  and  one  that   predicts  turnout.  These  models  will  help  inform  strategic  planning,  resource  allocation,   and  campaign  goal  setting  throughout  the  petition  and  voter  contact  phases  of   the  Ohio   legalization  ballot  initiative.     • • Support:   identify   voters   who   are   most   likely   to   support   the   marijuana   legalization  and  regulation  amendment  in  Ohio.  The  support  model  will   also   identify   non-­‐supporters   who   the   campaign   should   not   contact   to   ensure  that  the  campaign  uses  its  time  and  resources  efficiently.       Turnout:   identify   voters   who   are   likely   to   turnout   in   the   2015   election.   Combining   a   turnout   model   with   a   support   model   will   be   enable   the   campaign   to   identify   supporters   who   need   to   be   contacted   in   order   to   effect  the  outcome  of  the  election.       Page  20       Ohio  Marijuana  Legalization  and  Regulation   Summer  2014   In  order  to  build  models  that  predict  support  and  turnout  a  representative  survey  will  be   conducted  of  1,500  –  1,800  voters  matched  to  the  Ohio  voter  file  to  poll  them  on  their   support  of  Marijuana  legalization.  In  our  experience  we  expect  a  3-­‐5%  survey  complete   rate   on   ID   calls.   Based   on   this   complete   rate   an   estimated   total   of   30,000   calls   will   need   to   be   done   to   achieve   the   1,500-­‐1,800   survey   completes.   We   will   conduct   Live   or   Interactive  Voice  Response  (IVR)  IDs  to  collect  data  that  will  be  used  to  create  and  test   both   the   support   and   turnout   models.   The   decision   on   whether   to   do   Live   or   IVR   polling   will   be   dependent   the   campaign’s   budget.   Live   calls   can   be   more   costly,   but   provide   the   highest   quality   of   response   data   while   enabling   the   survey   to   reach   younger   voters   who   are   more   inclined   to   use   cell   phones.   IVR   calls   will   be   cheaper,   but   the   data   resulting   from  these  IDs  may  be  of  a  lower  quality  and  will  not  reach  cell  phone  users.   Path   to   Victory   &   Targeting   Assessment:  Using  the  results  of  the  support  and  turnout   models,  the  Data  Team  will  help  create  a  path  to  victory  for  the  campaign  by  analyzing   the   Ohio   2015   electorate   and   determining   which   demographic   and   geographic   indicators  should  be  targeted  during  the  voter  contact  program.  The  snapshot  will  look   across   the   state   and   identify   which   voter   constituencies   we   need   to   turnout,   register,   and  persuade  in  order  to  get  to  50+1  percent  of  the  electorate  in  November  2015.  The   snapshot  will  help  determine  the  campaign  win  number  (the  number  of  votes  needed  to   get   to   51%),   serve   as   the   basis   for   campaign   goals,   and   utilize   the   modeling   results   to   prioritize  key  parts  of  the  state  where  the  campaign  should  focus  its  efforts.   Campaign  Data  Management  &  Strategic  Goal  Planning:  Successful   campaigns  depend   on   a   sophisticated   data   program   to   make   data-­‐driven   strategic   decisions,   design   accountability   systems   to   track   progress,   and   develop   metrics-­‐based   goals   that   align   with   a   campaign’s   focus.   270   Strategies   has   experience   setting   up   data   programs   that   will   complement   all   parts   of   the   campaign   (field,   digital,   and   communications).   Data   program  setup  will  focus  on:   • • • • Assisting  in  hiring  process  for  data  staff   Developing  the  on-­‐boarding  for  data  staff   Guidance  on  creating  a  data  program  that  compliments  the  organization’s  state,     county,  and  program  specific  needs   Assistance  developing  training  materials  to  help  implement  a  data  program   Goal   Development:   Throughout   the   petition   process   your   organization   will   need   to   develop   metrics   to   evaluate   the   strength   of   your   petition   program   and   the   progress   made   towards   the   goal   of   placing   the   Legalization   Amendment   on   the   2015   ballot.   Working   with   your   senior   leadership   team,   The   Data   Team   will   use   modeled   data   to   develop   and   assign   goals   at   the   state,   county,   and   neighborhood   level   to   allow   for   accountability   throughout   the   campaign.   Once   the   petition   goal   is   met   and   the   Legalization   Amendment   is   on   the   2015   ballot,   goals   will   have   to   be   set   at   the   state,   county,   and   neighborhood   level   to   register,   identify,   and   turnout   supporters.   These       Page  21       Ohio  Marijuana  Legalization  and  Regulation   Summer  2014   goals  will  work  to  support  the  paid  and  volunteer  programs  that  the  campaign  will  use   to  target  voters  in  key  areas  of  the  state.   Tracking   Progress:     270   Strategies   has   worked   with   clients   to   produce   regular   and   efficient  reporting  processes  that  help  organizations  create  accountability  and  measure   the  impact  programs   have  over  time.  These   reporting  systems   are   key  to  the   day-­‐to-­‐day   management   of   a   campaign,   but   are   also   useful   in   having   continuous   and   up-­‐to-­‐date   reporting   around   fundraising   and   the   need   for   resources.   To   lay   the   foundation   for   insightful  reporting,  the  Data  Team  will  work  to:   • • Provide  guidance  on  tracking  systems  to  ensure  all  necessary  metrics  are  being   tracked  and  updated  to  enable  regular  and  accurate  reporting,  and         Work  with  data  staff  to  create  accountability  and  reporting  systems  for  all  levels   of  the  campaign  (state,  county,  neighborhood,  and  program  specific).     i)  Online  Advocacy  –  Working  directly  with  the  Data  and  Analytics  team,  the  field  team   will  work  to  engage  voters,  identify  supporters  and  move  them  into  action.  From  our   online  web-­‐dialer,  to  social  media,  our  team  will  develop  opportunities  to  get  people   involved  in  the  campaign  from  the  early  days  of  the  petition  effort  through  Election  Day.   Online  advocacy  is  an  important  layer  in  the  communications  package.   An   easy-­‐to-­‐navigate   website   will   be   developed   to   provide   facts   and   dispel   misconceptions.   The   site   would   provide   the   committee/campaign   an   electronic   warehouse   of   data,   endorsement   packets,   speakers   bureau   requests   allow   for   social   networking  and  outreach  to  prospective  voters,  especially  younger  voters.  To  energize   and  mobilize  younger  voters,  a  complete  array  of  online  tools  can  be  provided  to  allow   coalition   members   to   engage   their   neighbors   in   a   door-­‐to-­‐door   canvass,   and   to   take   action   with   friends,   family   members   and   other   coalition   members   (logging   their   activities   and   managing   the   metrics   of   the   effort)   as   well   as   to   allow   supporters   to   donate  to  the  campaign.       The   Social   Networking   aspect   of   the   Committee’s   site   should   also   consider   allowing   voters   to   connect   to   their   friends   online   using   Facebook,   Twitter,   Flickr   and   other   popular   social   network   sites.   Systems   are   available   to   allow   coalition   members   the   ability  to  map  their  precincts,  to  show  voter  names  and  addresses  and  giving  coalition   members  the  ability  to  connect  with  them  (and  report  the  contact).  Such  systems  allow   the   voter   to   report   their   findings   and   append   the   responses   to   the   voter   file.   This   will   assist   in   voter   identification   and   subsequent   mobilization   during   Early   Voting   and   Election  Day  voting.         Page  22       Ohio  Marijuana  Legalization  and  Regulation   Summer  2014   Additionally,   the   website   could   provide   visitors   the   ability   to   communicate   with   local   newspapers  in  their  county/region.  This  will  include  talking  points  and  the  ability  to  send   Letters  to  the  Editor  online  and  via  US  mail.     Coalition   members   should   be   encouraged   to   work   with   the   campaign   to   leverage   online   ads   for   the   various   websites   that   will   be   viewable   based   upon   the   viewers   Internet   Service  Provider/Locale.  The  online  presence  will  also  allow  supporters  to  make  online   donations  to  the  campaign.   As   the   signatures   are   collected   and   being   prepared   to   file,   the   Committee   will   have   ample   time   to   coordinate   its   micro-­‐targeting   and   voter   ID   efforts,   develop   its   ground   and  air  game.  These  processes  will  not  be  inexpensive,  but  winning  will  leave  a  lasting   legacy,  while  failing  to  place  the  issue  on  the  ballot  or  losing  at  the  ballot  will  leave  an   almost  certain  legacy  of  greater  erosion  of  rights  that  no  voter  should  allow.     j)   Grassroots   Organizing   –   Successful   Grassroots   Organizing   is   by   design,   not   chance.     We   develop   a   plan   to   build   the   campaign   infrastructure   at   the   beginning   of   the   effort   that   will   leverage   the   information   from   the   petition   effort.   From   the   beginning   of   the   process,  the  grassroots  campaign  infrastructure  will  be  in  place  to  create  a  manifest  of   petition   signers,   and   cross   check   them   against   the   voter   file,   then   utilize   that   data   to   educate  and  mobilize  voters.  This  will  be  of  critical  importance  as  we  harness  the  lower   voter  turnout  in  2015  will  work  to  the  campaign’s  advantage.       Polling  and  data  analytics  will  be  used  to  determine  who  will  vote  and  what  tactics  we   will  need  to  implement  to  turnout  our  supporters.  To  assist  with  this,  we  will  prepare  to   retain  some  or  all  of  the  field  directors  from  the  petition  effort  (as  well  as  their  offices)   for   the   duration   of   the   campaign.   Regional   Field   Directors   have   extensive   experience   working   with   volunteers   and   coalitions.   Their   hands-­‐on   work   will   help   the   campaign   maintain  message  discipline,  keeping  volunteers  and  coalition  members  on  message  and   harness  their  interest  and  drive  into  effective  tactics  that  will  help  the  campaign  win.     Their  mission  will  be  to  build  local  support  and  be  prepared  to  minimize  the  impact  of   opposing   voices.   This   will   include   community,   elected,   faith   leaders,   health   care   professionals   and   patients   as   well   as   law   enforcement   officials.   The   deeper   into   the   community  we  are  able  to  reach  and  connect,  the  stronger  the  campaign  and  the  ability   to  win  becomes.     k)   Building   Local   Support   –   Before,   during   and   after   the   signatures   are   collected,   the   campaign   will   need   to   build   support   amongst   the   community   and   elected   officials   throughout  the  state.  This  should  include  working  with  the  leaders  of  the  religious,  non-­‐ profit  and  labor  communities  to  develop  coalitions  to  assist  in  winning  a  campaign.  To       Page  23       Ohio  Marijuana  Legalization  and  Regulation   Summer  2014   be  successful,  we  recommend  teaming  with  national  and  Ohio-­‐based  leaders  who  have   a   desire   to   legalize   marijuana.   Ideally,   this   team   would   include   those   who   have   geographic  base  of  support  and/or  are  able  to  lend  credibility  and  funding  to  the  effort   to   broaden   the   discussion   geographically   and   amongst   various   demographic   group   interests.  This  is  important  not  only  to  assist  in  the  collection  of  signatures,  but  also  to   develop  a  winning  ballot  issue.       This  would  include  providing  community  and  elected  leaders  educational,  advocacy  and   general  background  documents  and  endorsement  forms  that  they  could  sign  and  return   to  the  campaign.  Ideally  the  local  Community  Organizers  would  become  the  local  voice   of  the  campaign  with  the  campaign  disseminating  talking  points  and  news  updates  to   them  on  a  routine  basis  to  ensure  they  remain  engaged.     l)   Working   with   Natural   Constituencies     –   Natural   constituencies   exist   and   should   be   encouraged   to   join   as   Steering   Committee   or   Coalition   members.   These   include,   but   are   not  limited  to:  Patients  and  patient  advocacy  groups,  health  care  community  including   health  and  human  service  coalitions,  prosecutors,  law  enforcement,  labor  organizations,   immigration   reform   advocates,   women’s   rights   advocates,   environmental,   faith   based   groups,  equal  rights  and  various  progressive  organizations.   What   the   existing   Medical   Marijuana   ballot   committee   lacks   beyond   funding   and   strategic   planning   is   credibility   from   national   organizations   such   as   Marijuana   Policy   Project,   NORML,   or   major   health   care   organizations   like   the   American   Academy   of   Family   Physicians,   the   American   Nurses   Association,   the   American   Academy   of   HIV   Medicine   (2003),   and   others.   Our   goal   in   reaching   out   to   them   is   to   urge   them   to   support  the  latest  Ohio  plan.     Our  Regional  Organizers  will  work  with  medical  professionals,  patients  and  caregivers  to   speak   with   the   public   and   members   of   the   media.   The   goal   will   be   to   have   them   tell   their   stories   in   a   way   that   connects   emotionally   on   the   need   for   patients   to   have   access   to  properly  regulated  marijuana.         Working  with  Law  Enforcement  and  Prosecutors  to  determine  the  level  of  support  they   have   for   legalization.   Where   support   exists,   the   campaign   will   ask   them   to   join   the   steering   committee.   Where   there   is   opposition,   the   campaign   will   ask   them   to   remain   neutral  and  let  voters  decide  the  issue.     m)  Television/Radio  –  Cable  and  Network  TV  advertisements  will  define  the  issue;  speak   to   specific   issues   found   in   the   polling.   The   goal   will   be   to   build   support   and   neutralize   opposition   media   market   by   media   market.   The   Polling   and   Analytics   teams   will   work   directly   with   the   Media   Production   and   Placement   teams   to   ensure   that   the   proper       Page  24       Ohio  Marijuana  Legalization  and  Regulation   Summer  2014   messages   are   addressed   and   presented   to   voters   in   all   of   Ohio’s   media   markets.   Extensive   message   testing   will   allow   the   campaign   to   “drill-­‐down”   into   various   demographic  groups’  level  of  support,  and  advertisements  will  be  targeted  to  reach  the   appropriate  voter  based  upon  identified  viewing  and  listening  audience  demographic.     n)  Vote-­‐By-­‐Mail  –  Early  Vote  ballot  applications  will  be  sent  (and  tracked)  to  previously   identified   supportive   voters   whose   voting   history   is   infrequent.   A   Vote-­‐By-­‐Mail   Application  Chase  program  will  ensure  the  application  is  filled-­‐out  and  returned  to  the   Board  of  Elections.  When  the  Ballot  is  mailed  to  the  voter,  a  Ballot  Chase  program  will   track  the  ballot  to  ensure  it  is  voted  and  returned  to  the  Board  of  Elections.  Ballot  Chase   programming   will   include   phone,   email   and   door-­‐to-­‐door   canvasses   whenever   and   wherever  possible.       o)   Direct   Mail   –   With  Direct  Mail,  we  can  fine  tune  and  target  our  message  to  specific   voters.  This  narrowcast  advertising  will  allow  the  campaign  to  drive  winning  messages  to   our  key  supporters  and  voters  who  need  persuasion.    Our  Direct  Mail  teams  will  work   very   closely   with   the   Polling,   Data   and   Analytics   teams   to   find   the   right   message,   graphics  and  messenger  for  the  mail  pieces.  When  the  mailer  hits  the  mailbox,  the  goal   will  be  to  have  the  piece  read  and  have  a  positive  impact  on  the  voter.         p)  Phone  Program  –  Utilizing  the  web-­‐dialer  will  allow  coalition  volunteers  to  call  voters   from   the   comfort   of   their   home,   coalition   member   offices,   or   the   campaign   HQ.   The   web-­‐dialer   is   an   auto   dialer   system   that   allows   the   team   to   coordinate   a   highly   effective   and   metric   driven   phone   communication   program.   From   voter   identification,   persuasion,  coordinating  volunteers  activities  and  turnout  programs.       Our   team   will   also   utilize   interactive   voice   response   calls   known   as   IVRs   to   identify   support,   neutrality   and   opposition,   as   well   as   drive   a   message   of   advocacy   or   call   to   action.  Additionally,  automated  calls  (robo-­‐calls)  will  be  launched  to  do  the  same.  These   are   very   helpful   in   developing   support   and   can   event   be   utilized   in   crowd   building   for   events  that  the  campaign  will  plan.     Live   calls   will   be   used   where   IVRS   and   robo-­‐calls   could   not   reach   the   voters.   In   these   calls,  a  live  operator  will  contact  the  voter  to  query  them  on  their  level  of  support  for   the   issue.   The   Data   and   Analytics   team   will   gather   all   this   data   and   provide   the   blueprints  for  the  best  messaging  and  grassroots  campaign  model  region-­‐by-­‐region  and   county-­‐by-­‐county.     q)  Governmental  Affairs  –  Elected  officials  in  the  legislature  should  also  be  engaged  to   enhance   the   dialogue   as   to   how   the   enabling   legislation   for   marijuana   legalization   will       Page  25       Ohio  Marijuana  Legalization  and  Regulation   Summer  2014   improve   Ohio.   The   legislative   leaders   can   then   assist   with   community   outreach   amongst   their   fellow   elected   officials   and   the   media.   Additionally,   the   campaign   team   includes   governmental   affairs   experts   that   will   focus   their   attention   on   ensuring   that   the   implementation  phase  of  the  effort  is  smooth  and  as  uneventful  as  possible.     4.   M A N A G E M E N T   T E A M       The  team  of  professionals  assembled  for  this  process  is  eminently  qualified  to  execute   on   the   business   model.   Their   collective   experience   will   allow   for   a   robust   winning   campaign  to  be  developed  and  implemented  in  2014   to  achieve  the  winning  results  in   2015.   The   team   will   continue   its   forward   progress   with   a   strong   enabling   legislation   program  immediately  after  the  election  and  into  2016.     I A N   J A M E S ,   S T E P H E N   L E T O U R N E A U   A N D   J E F F   B E R D I N G   –   T H E   S T R A T E G Y   N E T W O R K   > >   F U N D E R   R E L A T I O N S ,   C O N S U L T A N T   M A N A G E M E N T ,   P E T I T I O N S   A N D   G R A S S R O O T S   The  team  at  The  Strategy  Network,  LLC  (TSN)  drafted  the  winning  2009  Casino  Campaign   Business   Plan,   and   sited   two   of   the   casino   locations   that   were   tied   to   Ohio’s   four   casino   licenses.   Because   of   the   attention   to   detail,   the   Plan   led   to   Ohio’s   inclusion   into   land   based   casino   operations,   and   the   creation   of   one   of   Ohio’s   largest   industries   and   employment  generators  being  created.   TSN’s  team  has  overseen  the  collection  of  well   over  4  million  signatures  to  placed  a  variety  of  issues  on  the  ballot  has  grown  to  become   the  most  respected  progressive  firm  in  the  Midwest.     TSN’s  Ian  James  will  serve  as  lead  consultant  and  will  manage  the  consulting  team.  TSN   will  also  provide  its  Petition  expertise  and  winning  Grassroots  Advocacy.  Jeff  Berding  will   serve   as   Funder   Relations   Director   and   will   maintain   regular   communications   and   reporting  with  funders.   D O N   M C T I G U E   A N D   M A R K   M C G I N N I S   –   M C T I G U E ,   M C G I N N I S   A N D   C O L O M B O   > >   E L E C T I O N   L A W   McTigue,  McGinnis  and  Colombo  LLC  is  Ohio’s  premier  Election  Law  firm.  This  key  part   of   the   Legal   Team   will   draft   the   Amendment,   and   work   through   the   Ballot   Board.   The   Election  Law  Team  will  make  certain  that  the  Amendment  makes  its  way  into  a  petition   and  will  have  the  best  possible  ballot  language  for  voters  to  vote  upon.         C H R I S   S T O C K   A N D   P A U L   D E M A R C O   –   M A R K O V I T S ,   S T O C K   A N D   D E M A R C O   > >   C O M P L I A N C E   A N D   G O V E R N M E N T A L   A F F A I R S   O V E R S I G H T   The  firm  will  serve  as  the  compliance  officers  and  provide  oversight  of  the  finances  and   reporting   to   ensure   strict   accounting   principles   are   met   and   the   financial   disclosures   are   properly   compiled   and   filed   with   state   and   federal   officials.   Additionally,   the   firm   will   serve  as  the  lead  on  Governmental  Affairs.             Page  26       Ohio  Marijuana  Legalization  and  Regulation   Summer  2014   N E I L   S .   C L A R K   –   G R A N T   S T R E E T   C O N S U L T I N G   > >   G O V E R N M E N T A L   A F F A I R S     Before  launching  Grant  Street  Consultants,  Neil  Clark  served  as  Chief  Operating  Officer   of   the   Ohio   Senate   Republican   Caucus   where   he   managed   the   planning,   development   and  implementation  of  the  taxing  and  spending  priorities  of  Ohio’s  $32  billion  biennial   budget.  In  this  position  he  functioned  as  both  senior  advisor  to  the  majority  leadership   and  as  senior  financial  analyst  for  the  Caucus.  His  expertise  in  public  policy  and  political   trends   has   been   covered   by   every   major   Ohio   newspaper   and   leading   national   publications   such   as   Newsweek,   The   New   York   Times,   and   Time   Magazine.   Neil   was   named  for  nine  consecutive  years  as  one  of  Columbus  Smart  Business’s  Power  100  –  25   MOST  POWERFUL  PEOPLE.     D R .   J A M E S   K I T C H E N S   –   T H E   K I T C H E N S   G R O U P   > >   P O L L I N G   Since  it’s  founding  in  1983,  The  Kitchens  Group  has  conducted  public  opinion  research   throughout   the   country   and   internationally   for   a   variety   of   purposes.   The   Kitchens   Group   conducts   various   forms   of   public   opinion   research,   including   market   research,   political   polling,   targeted   audience   survey   research,   in-­‐depth   interviews,   Internet   surveys,  and  focus  groups.  The  firm  has  worked  for  a  variety  of  commercial  companies,   including   Fortune   500   companies,   public   policy   groups,   and   non-­‐profit   organizations.   The  Kitchens  Group  is  one  of  the  oldest  and  most  experienced  public  opinion  research   firms  in  the  country.     With   a   strong   academic   background   and   a   proven   expertise   in   attitude   research,   The   Kitchens   Group   is   able   to   identify   those   messages   most   effective   in   influencing   the   public's   behavior.   The   Kitchens   Group   developed   methods   of   measuring   the   effects   of   the   religious   belief   systems,   subconscious   gender   and   racial   biases,   and   the   psychological   cross-­‐pressures   between   economic   and   environmental   concerns   of   the   public.   The   Kitchens   Group   has   worked   since   the   firm’s   founding   on   behalf   of   progressive   causes.    This  work  has  included  human  rights  campaigns,  union  campaigns  on  behalf  of   paid   sick   days,   anti-­‐death   penalty   campaigns,   and   issues   of   climate   change   and   environmental   protection.   Clients   also   include   Jos.   A.   Bank,   Walt   Disney   World,   Lowes   Home   Improvement   Stores,   The   Nature   Conservancy,   The   International   Association   of   Conservation  Biologists,  the  American  Psychologists  Association,  Verizon,  Humana,  Penn   National  Gaming  and  Entertainment,  and  The  Blues  Music  Foundation.             Page  27       Ohio  Marijuana  Legalization  and  Regulation   Summer  2014   D E N N I S   W I L L A R D   –   P R E C I S I O N   N E W   M E D I A   > >   P U B L I C   R E L A T I O N S / C O M M U N I C A T I O N S   Founded   by   Dennis   Willard   in   2010   by   Dennis   Willard,   Precision   New   Media’s   (PNM)   mission   is   to   help   clients   achieve   their   goals   through   a   comprehensive   approach   to   marketing  -­‐  sound  communications  strategy  aligned  with  a  strong  brand  and  paired  with   effective  implementation  to  have  a  lasting  impact  on  your  audience.  This  approach  has   brought  great  value  to  its  clients.         PNM  chooses  to  work  for  organizations  and  on  projects  with  progressive  missions  -­‐  we   want   to   do   good   work   and   for   a   good   reason.   Each   person   on   the   team   cares   deeply   about  the  well  being  of  our  community,  state,  and  nation-­‐-­‐  and  the  people  in  it.  There  is   no  better  way  to  inspire  a  strong  work  ethic  in  a  group  of  people  than  genuine  passion   for  what  you  do.         Having   built   a   solid   team   of   professionals   with   two   things   in   common:   strong   talent   and   a  total  commitment  to  the  quality  of  our  work,  PNM  digs  into  a  project  we  become  true   partners  with  its  clients  and  they  don’t  stop  until  the  client’s  goals  have  been  met.       M I T C H   S T E W A R T   A N D   J E R E M Y   B I R D   –   2 7 0   S T R A T E G I E S   > >   D A T A   A N D   A N A L Y T I C S   Data,   Analytics   and   Targeting   –   the   National   Field   Director   and   Battleground   State   Directors   for   Obama   2012   will   lead   the   campaign   effort   to   implement   effective   programs   are   grounded   in   data.   270   Strategies   will   work   with   the   campaign   to   calculate   quantitative  goals  and  establish  accountability  systems.       The   Obama   organization   was   clearly   metrics   driven.     Numbers   drove   the   choices   the   campaign   made   on   every   level   –   from   who   was   being   called   on   the   phone   to   the   effectiveness  of  our  organization  building  to  which  email  was  sent.     This  campaign  will   live   by   the   same   principles   by   determining   key   metrics,   produce   reports   on   those   metrics  and  then  look  at  those  reports  regularly.             R O B E R T   K I S H   –   T H I R D   W A V E   C O M M U N I C A T I O N S   > >   M E D I A   P R O D U C T I O N   Third   Wave   Communications,   LLC   is   a   full-­‐service   media   and   communications   firm   located   footsteps   away   from   the   vibrant   Arena   District   in   Columbus,   Ohio.     A   results   oriented  organization  known  for  its  creativity  and  quality  of  work  throughout  the  nation.     They   have   helped   clients   formulate   and   communicate   their   message,   while   also   providing  political  advice  to  some  of  America’s  top  elected  officials.       Page  28       Ohio  Marijuana  Legalization  and  Regulation   Summer  2014     R O B E R T   C L E G G   –   M I D W E S T   C O M M U N I C A T I O N S   > >   M E D I A   P L A C E M E N T   Midwest   Communications   and   Media   has   over   30   years   experience   in   media   buying.   MCM  has  bought  in  over  112  Designated  Market  Areas  (DMA’s)  throughout  the  United   States  as  well  as  in  36  states.       Media  buying  services  include  placement  for  television,  both  broadcast  and  cable,  radio,   Internet   as   well   as   print   materials   in   newspapers   and   magazines.   Also   MCM   has   purchased  outdoor  advertising  on  billboards,  buses  and  transportation  shelters.       Midwest’s  expertise  and  extreme  knowledge  of  Ohio  Demographics  and  media  markets   has  made  it  one  of  the  most  sought  after  political,  governmental  and  non-­‐profit  media   buying  firms  in  Ohio.  MCM’s  remarkable  winning  record  draws  political  candidates  from   all  over  Ohio  back  to  MCM  each  campaign  season.       D U A N E   B A U G H M A N   A N D   N I C K   H O L D E R   –   T H E   B A U G H M A N   C O M P A N Y   > >   D I R E C T   M A I L   Known  as  America’s  most  persuasive  direct  mail  firm,  the  Baugman  Company  has  offices   in  San  Francisco  and  Washington  DC.  The  Baughman  Company  was  responsible  for  the   winning   direct   mail   for   the   2009   casino   campaign,   helped   win   20   states   for   Hillary   Clinton's   historic   presidential   campaign,   elected   and   re-­‐elected   New   York   City   Mayor   Mike  Bloomberg,  and  went  11  for  12  with  congressional  incumbents  against  a  tidal  wave   of  63  Democratic  losses  and  a  Republican  landslide.     Baughman   is   a   hands-­‐on   firm   and   they’re   incredibly   detail   oriented.   This   and   the   fact   that  when  working  with  Baughman,  we  know  that  the  campaign  will  work  directly  with  a   veteran   campaign   manager   and   direct   mail   strategist   who’s   been   in   the   trenches   for   over  20  years.           Page  29       Ohio  Marijuana  Legalization  and  Regulation   Summer  2014   5.   E N A B L IN G   L E G IS L A T IO N  A N D   I M P L E M E N T A T IO N     The  Amendment  will  have  a  trigger  that  will  require  the  Ohio  General  Assembly  to  pass   enabling  legislation  and  have  the  Marijuana  Legalization  and  Regulation  Act’s  regulatory   body   in   operation   within   180-­‐days   of   passage   of   the   Amendment.   Because   the   Governmental  Affairs  team  will  have  been  working  prior  to  the  election  to  identify  key   obstacles   and   opportunities,   they   will   be   eminently   prepared   to   provide   leadership   during   the   enabling   legislation   process.   This   will   help   streamline   the   process   to   allow   operations   to   begin   more   smoothly,   and   to   give   Principal   Funders   a   clear   pathway   to   obtaining   answers   to   questions   that   may   arise   during   implementation.   The   Enabling   Legislation  and  Implementation  Team  consists  of  the  following:   a)  Legal  Counsel  –  Markovits,  Stock  and  DeMarco  will  continue  to  provide  oversight  and   direction  of  the  governmental  affairs  component  after  the  campaign  concludes.    The   firm  will  lead  the  Enabling  Legislation  and  Implementation  process,  establish  reporting   requirements,   and   will   hold   regular   legislative   update   conference   calls   and   meetings   with   Funders.   All   members   of   the   Enabling   Legislation   and   Implementation   Team   will   report  to  the  Legal  Team.       b)   Governmental   Affairs   –   Working   directly   with   Legal   Counsel,   the   Governmental   Affairs  team  at  Grant  Street  Consulting  will  provide  valuable  insight  into  the  legislative   process  of  during  the  enabling  legislation.  The  Governmental  Affairs  team  will  prepare   for   Committee   hearings,   testimony,   and   provide   facts   and   figures   to   facilitate   the   enabling  legislation  process.  Once  the  enabling  legislation  is  passed,  the  Governmental   Affairs  Team  will  work  as  closely  with  the  governmental  officials  on  implementation  as   allows   by   law.   This   will   afford   Funders   an   opportunity   to   have   a   structure   to   make   inquiries  and  receive  responses  to  questions  regarding  operations  without  unnecessary   and  costly  delays.     b)  Public  Relations  –  The  Public  Relations  Team  will  provide  the  public  face  to  the  effort.   Working   directly   with   the   Press   Corps   and   Editorial   Boards,   the   Public   Relations   Team   will   provide   messaging   for   public   consumption   and   in   doing   so,   will   help   maintain   message  discipline  through  this  critical  phase  of  the  operation.       b)   Grassroots   Advocacy   –   Working   with   predefined   and   new   Coalition   Members   that   will   benefit   from   the   Marijuana   Legalization   and   Regulation   Act,   the   Grassroots   Team   will  provide  opportunities  for  the  Coalition  Members  to  be  a  continued  presence  of  the   process.  This  will  be  especially  important  to  tap  into  those  entities  that  will  receive  tax   revenues  to  have  them  speak  about  their  continued  support  for  the  Act.               Page  30       Ohio  Marijuana  Legalization  and  Regulation   Summer  2014   6.   F IN A N C IA L  A N D   T IM E L IN E   P L A N N IN G     a)  Financial  Overview   The  better  crafted  the  language,  the  less  of  a  chance  the  opposition  will  be  able  to  poke   holes   in   the   Amendment.   Beyond   well-­‐crafted   Amendment   language,   the   “Yes”   side   must  be  prepared  to  outwork  the  “No”  side.     Establishing   operational   preparedness   of   the   campaign   is   critical.   The   early   costs   for   preparing  the  campaign  for  success  include  $250,000  for  legal,  polling  and  operational   preparedness.  When  the  Amendment  language  is  finalized,  paid  signature  gathering  will   cost   another   $2.4   million   to   guarantee   ballot   placement,   and   another   $1.85   million   to   fully   structure   the   campaign   in   2014.   This   would   allow   the   campaign   to   engage   the   public  with  a  strong  communications/education  program,  robust  grassroots  effort  that   would   identify   supportive   voters,   as   well   as   those   that   require   persuasion,   and   work   directly   with   elected   and   community   leaders   to   best   position   the   campaign   for   the   November  2015  ballot.   Cost  of  Services  –  Successful  adjustments  to  the  Ohio  Constitution  can  be  expensive  but   they   can   also   provide   a   lasting   legacy.   To   be   victorious   in   this   effort,   the   campaign   must   be   well   funded,   well   disciplined   and   strategically   sound.   With   this   in   mind,   we   have   provided  a  preliminary  budget  of  $20  million  for  the  entire  campaign,  the  cost  of  which   would  be  shared  by  the  coalition  partners.       b)  Detailed  Costs  by  Line  Item   Legal,  Financial  Reporting       Scope   of   Work:   McTigue,   McGinnis   and   Colombo   will   draft   the   Amendment,   work   through   the   Ballot   Board   and   works   to   ensure   that   the   Amendment   obtains   ballot   language  that  confirms  with  polling.         Markovits,  Stock  and  DeMarco  will  provide  the  oversight  of  the  finances  and  reporting   to  ensure  strict  accounting  principles  are  met  and  the  financial  disclosures  are  properly   compiled  and  filed  with  state  and  federal  officials.   Having  received  multiple  designations   as   “Super   Lawyers”   by   Law   &   Politics   magazine,   this   boutique   firm   will   assist   with   the   compliance   segment   of   the   operation   and   will   assist   the   campaign   from   start   through   implementation  of  regulations.   Markovits,  Stock  and  DeMarco  will  be  active  throughout   the   campaign,   including   handling   all   campaign   finance   compliance,   accounting   and   bookkeeping   issues,   as   well   as   spearheading   the   Enabling   Legislation   drafting   and   Amendment  implementation  efforts.       Projected  Cost:  $702,000   Timeframe:  August  2014  through  November  2016       Page  31       Ohio  Marijuana  Legalization  and  Regulation   Summer  2014   Polling   Scope  of  Work:  The  Kitchens  Group  will  develop  and  conduct  public  opinion  research  to   assist   effort   in   determining   Amendment   language   through   the   use   of   Benchmark   Polling   and  possibly  Focus  Groups   in  August  2014.   Additional   polling   will   be   conducted  monthly   throughout   the   campaign   (i.e.   Attitude   polling,   micro   polling   on   demographics,   Focus   Groups,  Nightly  Tracking).         Projected  Cost:  $278,000     Timeframe:  August  2014  through  October  2015     Petition  Signature  Gathering     Scope  of  Work:  The  Strategy  Network  (TSN)  will  hire,  train  and  manage  the  hundreds  of   Ohioans   who   will   secure   the   signatures   needed   to   place   the   issue   on   the   ballot.   All   names  gathered  will  be  placed  in  a  database  as  they  are  collected  to  allow  for  ongoing   communications  with  those  who  sign  the  petition,  and  work  to  get  them  to  participate   in   Early   Voting   in   2015.   Additionally,   will   provide   training   and   assistance   to   the   volunteer/coalition  members’  signature  collection  effort.     Projected  Cost:  $2,400,000     Timeframe:  August  2014  through  October  2014       Operations     Scope   of   Work:   The   Strategy   Network   (TSN)   will   develop   and   oversee   day-­‐to-­‐day   campaign   operations,   manage   all   consultants   and   staff.   The   firm’s   founder,   Ian   James   will  provide  the  hands-­‐on  management  of  the  process.     The  Operations  Team  will  oversee  the  Quality  Control  aspect  of  the  campaign,  provide   the  research  arm,  as  well  as  develop  and  launch  the  easy-­‐to-­‐navigate  website.  The  site   will   also   provide   online   tools   for   grassroots   campaign   activities   as   well   as   allowing   supporters  to  donate  to  the  campaign.   Additionally,   the   website   will   provide   visitors   the   ability   to   communicate   with   local   newspapers   in   their   county/region.   This   will   include  talking  points  and  the  ability  to  send  Letters  to  the  Editor  online  and  via  US  mail.   The   website   will   virtually   “house”   all   electronic   warehouse   of   data,   connect   people   to   social   networking   and   outreach   to   prospective   voters,   provide   endorsement   packets,   digital  forms  to  capture  speakers’  bureau  requests,  etc.   The   Operations   team   will   be   active   throughout   the   campaign,   including   handling   all   day-­‐to-­‐day   operations,   as   well   as   assisting  in  the  Enabling  Legislation  and  Amendment  implementation  efforts.       Projected  Cost:    $1,420,000   Timeframe:  August  2014  through  October  2016         Page  32       Ohio  Marijuana  Legalization  and  Regulation   Summer  2014   Field  and  Coalition  Building     Scope   of   Work:  The  Strategy  Network  (TSN)  will  develop  and  implement  the  Field  and   Coalition   building   plan   with   the   Data   and   Analytics   Team   to   ensure   that   the   campaign   reaches   the   appropriate   targeted   audience.   As   a   part   of   this   process,   TSN   will   hire   a   State   Field   Organizer   and   Coalition   Organizer   will   work   directly   with   Regional   Field   Directors   and   Coalition   partners   to   harness   and   focus   their   energies   into   identification   and   advocacy.   The   Field   and   Coalition   Team   will   develop   events,   and   identify   opportunities  to  reach  out  to  community,  elected,  faith  and  opinion  leaders  across  the   state   following   a   model   and   reporting   regime   as   described   above.     In   the   lead-­‐up   to   the   election,   the   Field   and   Coalition   Team   will   engage   in   augmenting   the   Vote-­‐By-­‐Mail   program   through   door-­‐to-­‐door   canvasses,   heightened   visibility,   and   engagement   of   Coalition  Partners  to  mobilize  targeted  voters.     Projected  Cost:    $1,760,000   Timeframe:  August  2014  through  November  2015     Public  Relations  and  Communications     Scope   of   Work:   The   Public   Relations   will   work   directly   with   the   Polling,   Data   and   Analytics   to   develop   and   implement   the   public   relations   campaign   strategy.   As   such,   they   will   provide   the   day-­‐to-­‐day   messaging   for   the   campaign,   and   draft   messages   for   Coalition  members  and  campaign  team.     Projected  Cost:  $350,000     Timeframe:  August  2014  thru  November  2016           Data  and  Analytics     Scope   of   Work:   270   Strategies   working   with   the   pollster,   we   will   take   messages   from   the  polling  for  modeling  voter  to  test  messages,  and  build  a  persuasion  voter  database.   The   Data   and   Analytics   team   will   essentially   “drill-­‐down”   into   various   levels   of   voters   throughout   Ohio   to   help   identify   who   supports   and   who   needs   more   persuasion   (and   what  messages  and  tactics  will  need  to  be  developed,  delivered  and  how  they  will  best   be  delivered).     Projected  Cost:  $1,500,000     Timeframe:  August  2014  to  October  2015       Vote-­‐By-­‐Mail  Program       Scope  of  Work:  Develop  and  implement  Vote-­‐By-­‐Mail  chase  program.       Projected  Cost:  $1,500,000       Timeframe:  August  2015  through  October  2015           Page  33       Ohio  Marijuana  Legalization  and  Regulation   Summer  2014   Direct  Mail  Program       Scope  of  Work:  Develop  and  implement  comprehensive  Direct  Mail  program  and  chase   phone  program  to  educate  and  persuade  voters.     Projected  Cost:  $2,500,000       Timeframe:  August  2015  through  October  2015       TV/Radio  Advertising     Scope   of   Work:   Third   Wave   Communications   will   produce   television   and   radio   advertisements   which   will   be   placed   by   Midwest   Communications   for   airing   across   Ohio’s  11  media  markets.  Based  upon  polling  data,  the  ads  will  be  developed  to  address   the   issues   that   best   resonate   with   voters   media   market   by   media   market.   Third   Wave   will   develop   Internet   video   testimonials   and   ads   throughout   the   campaign   that   will   be   posted  online  to  drive  traffic  to  the  site,  educate  and  announce  Call  to  Action  events.     Projected  Cost:  $7,150,000       Timeframe:  June  2015  to  November  3,  2015           Governmental  Affairs       Scope   of   Work:   Coordinating   outreach   and   communications   with   elected   and   bureaucratic   officials   early   in   the   campaign   to   identify   supporters,   and   neutralize   opposition  and  uncertainty.  The  Governmental  Affairs  Team  begins  at  the  beginning  and   works   to   ensure   that   the   Amendment   is   best   positioned   for   smooth   implementation   upon  passage.     The  Governmental  Affairs  Team  also  provides  a  first  line  of  defense  on   identifying  where  attacks  may  come  from  elected  and  bureaucratic  officials  and  works   directly   with   Data   and   Analytics   as   well   as   the   Field   and   Coalition   Teams   to   neutralize   the  impact  of  negative  attacks.     The   Governmental   Affairs   Team   will   be   active   throughout   the   campaign,   including   coordinating   outreach   and   communications   with   elected  officials,  and  coordinating  with  Markovits,  Stock  and  DeMarco  on  all  opposition   research,   drafting   the   Enabling   Legislation,   and   participating   in   the   Amendment   implementation  efforts.           Projected  Cost:  $440,000       Timeframe:  July  2014  through  November  2016         Page  34       Ohio  Marijuana  Legalization  and  Regulation   Summer  2014   c)  Detailed  Activities  by  Month   Phase  1:  Develop  the  Amendment  Language  and  Campaign  Systems     June  2014  to  July  2014   From   the   beginning   we   will   clearly   define   the   leadership   roles   and   decision-­‐making   processes   based   on   organizational   resources,   a   critical   component   to   avoid   future   challenges-­‐and  more  importantly-­‐helps  create  a  cohesive  and  winning  leadership  team.       In  Phase  1  of  this  process,  the  team  will  develop  Amendment  Language  working  directly   with   funders.   Public   Opinion   Polling   will   help   determine   the   best   language   for   the   Amendment.       As   proper   Amendment   Language   is   identified,   the   Economic   Impact   study   will   be   conducted   to   provide   specific   economic   benefits   to   the   state   and   communities   with   dispensaries   and   cultivation   facilities.   The   Public   Relations   team   will   work   closely   with   the  economist  to  develop  talking  points  and  prepare  for  the  initiative  rollout.     In  the  earliest  stages  of  planning,  a  Coalition  Organizer  will  be  hired  to  assess  resources   and   capacity   of   potential   stakeholders   and   organizational   partners   to   assist   the   campaign  in  building  a  Coalition  Leadership  Team  consisting  of  organizational  partners   and  stakeholders.  This  will  assist  the  campaign  in  minimizing  the  impact  of  turf  battles   that  may  arise  from  outside  the  campaign.  By  identifying  those  who  view  their  past  or   current   work   in   securing   marijuana   legalization,   and   giving   them   a   role   in   the   campaign,   we  will  seek  to  minimize  disruptions  and  build  a  stronger  campaign  operation.     The  Coalition  Organizer  role  will  be  to  do  the  following:       • Reach-­‐out  to  state  and  national  partners  to  join  the  coalition   • Assess  additional  fundraising  potential  (national  and  state-­‐wide)   • Work  with  the  Leadership  Team  to  begin  educating  and  mobilizing  activists  and   our  “base”  supporters   • Assist  legal  team  in  political  and  administrative  ballot  initiative  drafting  needs   • Act  as  one  of  the  Committee’s  spokespeople-­‐when  appropriate     The   level   of   involvement   and   roles   within   the   Coalition   Leadership   Team   will   depend   upon  the  resources  prospective  members  bring  to  table.  Funding  of  the  ballot  initiative   is   always   the   most   valuable   resource,   and   therefore   final   decision-­‐making   of   how   financial  resources  are  spent  will  remain  in  the  hands  of  the  funders.   The  campaign  website  will  be  developed  during  this  phase  to  launch  in  Phase  2.       Page  35       Ohio  Marijuana  Legalization  and  Regulation   Summer  2014   Phase  2:  Qualify  the  Amendment  for  the  Ballot:  Petitioning,  Planning  and  Targeting   July  2014  through  November  2014   Phase  2’s  primary  mission  is  ballot  qualification.  As  the  paid  signature  gathering  effort   takes   place,   the   Coalition   Organizer   will   seek   to   mobilize   organizational   partners,   volunteers   and   activists   to   assist   in   the   collection   of   signatures.   Valid   signatures   obtained   through   volunteer   and   organizational   efforts   will   serve   as   a   buffer   to   the   required   number   of   signatures   to   reach   the   ballot.   The   petition   team   will   provide   training,  guidance,  and  management  while  implementing  tracking  programs  to  support   the  Coalition  Organizer’s  effort  to  obtain  volunteer  signatures.     Working   with   the   Data   and   Analytics   Team,   targeted   signature-­‐gathering   events   such   as   signature  drive-­‐thrus  will  be  scheduled  to  increase  participation  and  find  volunteers.       As   the   petition   team   qualifies   the   issue   for   the   ballot,   Coalition   Organizers   will   also   continue  building  the  Coalition  in  coordination  with  the  Data  and  Analytics  Team  for   greater  targeting.       • • • • This   early   work   will   help   build   support   of   the   campaign   plan   from   natural   and   political  allies   Where   legally   permitted,   we   will   reach   out   other   campaigns   to   coordinate   activities   To   demonstrate   a   grassroots   appeal   for   the   campaign,   we   will   develop   and   implement  a  low  dollar  fundraising  campaign   Follow  a  critical  path  with  benchmarks  for  metric  management     Campaign   website   will   launch   to   allow   the   campaign   to   have   its   online   presence.   The   website   will   allow   voters,   organizations   and   the   media   to   learn   more   about   the   Amendment,   campaign,   processes   and   sign-­‐up   for   information   about   the   campaign.   The   website  will  have  the  ability  to  launch  email,  and  will  be  the  interactive  source  for  our   web-­‐dialer  phone  system.             Page  36       Ohio  Marijuana  Legalization  and  Regulation   Summer  2014   Phase  3:  Grassroots  Advocates’  Training     November  2014  through  July  2015   As  the  Amendment  is  qualified  for  the  ballot,  at  the  direction  of  the  State  Field  Director,   the   petition   operation   will   transition   into   a   field   organizing   team.   The   State   Field   Director  will  implement  an  advocacy  program  in  which  local  activists  and  leaders  in  key   communities  are  trained  in  best  practices  in  direct  voter  contact  and  mobilization.       The   polling,   Public   Relations   and   Data   Analytics   team   will   work   directly   with   Coalition   Organizers   to   equip   them   with   the   proper   messaging   to   ensure   that   volunteers   and   advocates  will  remain  effective  and  persuasive  messengers  in  the  field.  Ongoing  regular   training  of   staff   and   volunteers   are   essential   to   the   success   of   this   program.   Elements   of   the  program  includes,  but  is  not  limited  to:       • A  “Precinct  Campaign  Kit”  for  activists  and  organizations     • Online  training  programs  with  hotline  phone  call   • Regional  onsite  training  when  and  where  necessary   • Rapid  Response  Team  Operation     • Regular   training   and   briefings   of   coalition   members,   community   leaders,  as   well   as  activists  on  key  messages  and  campaign  programs   • Provide  direction,  guidance  and  support  to  Coalition  Partners  to  help  them  run   effective  grassroots  advocacy  programs  with  voter  file  management,  volunteer   door-­‐to-­‐door,  data  entry,  reporting,  web-­‐dialer  phone  banking,  and  other  voter   contact  program  logistics               Page  37       Ohio  Marijuana  Legalization  and  Regulation   Summer  2014   Phase  4:  Direct  Voter  Contact,  Organizing,  Reporting  and  Get  Out  The  Vote   August  2015  to  Election  Day!   In   coordination   with   funders,   Coalition   Members   and   stakeholders,   the   team   will   prepare   a   voter   contact   plan   in   which   targeted   voters   will   receive   persuasive   and   mobilizing  messages  via  email,  volunteer  phone  banks,  volunteer  canvass  operations.     Working   closely   with   the   Data   and   Analytics   as   well   as   the   Polling   operation,   the   campaign   will   ensure   that   organizations   and   activists   have   numerous   opportunities   to   engage  targeted  voters  with  the  proper  message.     Grassroots  Program  Management  and  Components   From  start  to  finish,  our  goal  will  be  to  contact  and  communicate  with  targeted  voters   for   persuasion   and   mobilization.   The   day   to   day,   the   program   will   be   managed   on   the   ground   by   an   experienced   TSN   State   Field   Director   and   Regional   Field   Organizers   will   operate  in  Columbus,  Cincinnati,  Cleveland,  Toledo  (and  other  locales  as  resources  and   polling/data  suggest  are  necessary).       Components  include,  but  are  not  limited  to:       i.   Field   Staff   –   We  would  recommend  retaining  the  3  to  6  Regional  Field  Organizers  from   the  petition  drive.       ii.   Grassroots   Mobilization   –   To   harness   and   focus   the   enthusiasm   and   energy   of   committed  activist,  Regional  Field  Organizers  will  work  with  the  Leadership  Committee   to   recruit   and   mobilize   a   statewide   network   of   volunteers   who   will   staff   volunteers   phone   banks,   engage   in   door-­‐to-­‐door   canvasses,   staff   events,   and   assist   with   other   campaign  functions.       iii.  Identify  and  Build  a  Base  of  Support  –  Data  entering  all  signers  of  the  petition,  and   distributing  educational  information  during  the  petition  drive  will  allow  the  campaign  to   build   a   broader   base   of   support.   This   will   help   build   a   growing   statewide   supporter   community,  as  well  as  provide  the  ability  for  stakeholders  to  mobilize  citizens  and  truly   enhance   the   quality   of   the   message   and   messengers   that   are   communicating   with   targeted  decision  makers  or  voters.     The   Data   and   Analytics   team   will   maintain   a   database   of   supporters   that   will   allow   us   to   communicate   with   them   on   various   levels   for   mobilization.   Regional   Organizers   will   develop   and   maintain   communication   with   various   key   constituents   and   supporters   throughout  the  state.  These  include:           Page  38       Ohio  Marijuana  Legalization  and  Regulation   Summer  2014   a.   Patient  care  and  health  care  community   b.   Chronic  pain  sufferers  and  their  families   c.   Non-­‐Profit  and  Advocacy  Groups   d.   Regional  opinion  leaders  (blog  and  twitter  voices)   e.   Identified  supporters  and  key  volunteers   f.   Potential  Funders     iv.  Online  Advocacy  to  Mobilization  –  The  Regional  Field  team  will  work  with  the  Data   and  Analytics  team  to  enhance  all  efforts  of  the  online  effort.  This  will  be  especially  true   in   developing   events   to   get   voters   involved   in   the   group   and   building   our   volunteer   ranks.       v.  Event  Organizing  and  Visibility  –  During  this  phase,  the  campaign  will  seek  to  increase   participation   and   find   additional   volunteers.   When   done   properly,   events   allow   the   campaign   to   augment   the   database   of   supporters,   and   increase   online   participation.   Additional   event   organizing   will   lend   itself   to   creative   opportunities   such   at   farmer’s   markets,  country  fairs,  stakeholder’s  events,  festivals,   football  games,  faith  community   events,  etc.  We  will  utilize  events  to  heighten  voter  awareness,  and  build  support.     vi.   Volunteer   Mobilization   and   Messengers   –   One-­‐on-­‐one   conversations   with   other   community  members  and  targeted  decision  makers  are  often  the  most  impactful  forms   of   communications   and   persuasion   in   a   campaign.   Our   team’s   program   will   allow   volunteers   to   be   part   of   several   different   programs   based   on   the   overall   campaign   plan.   These   programs   include   house   parties,   coffee   house   events,   informational   gatherings   both   online   and   through   social   networking,   as   well   as   offline   by   assisting   with   community  events,  participating  in  neighborhood  canvasses  of  their  precinct,  using  the   web-­‐dialer  system  for  a  phone  as  well  as  many  other  opportunities.       vii.   Door-­‐to-­‐Door   Efforts   –   Volunteer   door-­‐to-­‐door   efforts   will   be   augmented   with   a   professional  paid  canvass  operation  during  Early  Voting  in  ballot  application  and  ballot   chases  as  well  as  persuasion  canvasses  and  Election  Day  turnout.     viii.   Phone   Bank   –   TSN   will   utilize   recent   but   well   tested   technologies   to   allow   for   centralized   and   decentralized   volunteer   phone   programs.   Through   the   use   of   a   web-­‐ dialer  platform  the  organizing  team  will  be  able  to  coordinate  a  professional  phone  bank   program  that  will  help  support  all  of  the  core  functions  of  the  campaign  including  voter   persuasion  and  ID,  volunteer  coordination,  and  mobilization.         Page  39       Ohio  Marijuana  Legalization  and  Regulation   Summer  2014   Because   we   utilize   a   web-­‐based   platform   we   can   coordinate   centralized   calling   programs  with  our  partner  groups  and  also  invite  the  participation  of  volunteers  across   the   state   (and   even   across   the   country).   The   platform   allows   for   secure   data   management,   real   time   tracking,   quality   control   through   live   monitoring,   and   coordinated  messaging.     ix.   Tele   or   Web   Based   Town   Halls   –  To  expand  the  reach  of  the  campaign  and  better   educate   voters   as   well   as   activate   volunteers   across   the   state   we   utilize   a   telephone   town  hall  or  web  based  meetings.  This  is  incredibly  helpful  in  persuading  and  educating   voters.  Promotion  of  such  Tele  Town  Halls  or  Web  Based  Town  Halls  will  begin  with  staff   and  partners,  auto  (robo)  and  live  calls  to  a  targeted  universe  of  voters  to  discuss  one  or   multiple  issues  high  profile  leaders  and  messengers  in  the  campaign.  A  moderator   will   manage  the  call  to  allow  participants  to  ask  questions,  one  participant  at  a  time.       x.  Overall  Coalition  and  Organizer  Developers   The   State   Field   Director   and   Regional   Field   Organizers   will   implement   a   program   to   recruit,  train  and  mobilize  volunteers  in  key  groups  throughout  the  state  with  a  focus  on   media  markets.  Deliverables  include,  but  are  not  limited  to:     • Meeting   with   appropriate   community   and   opinion   leaders,   such   as   patient   care,   health   care   professionals,   patient   rights   groups,   business   leaders,   elected   leaders  such  as  mayors,  city  council  members,  etc.   • Participating  in  forums,  tabling  opportunities,  town  halls,  etc.   • Develop  a  volunteer  voter  advocacy  program     • Mobilize  and  manage  volunteer  voter  contact  operations  with  other   organizations  to  minimize  overlap   • Provide  heightened  visibility  at  events  and  voting  locations   • Various  other  grassroots  tactics  as  deemed  necessary             Page  40       Ohio  Marijuana  Legalization  and  Regulation   Summer  2014   Summary  of  Statewide  Grassroots  and  Coalition  Goals   (Ranges  based  on  resources  and  polling)     Campaign  Procedures   Campaign  Goals   Outreach  attempts  to  Elected   Officials/Organizations/Opinion  Leaders   300  –  600   Meetings  with  Elected   Officials/Organizations/  Opinion  Leaders   Community  Meeting/  Town  Halls  and   Forums  including  Online  Presentations   Endorsements     80  –  280       35  –  65     40  –  80   Events  Covered  where  Campaign  is  not  the   primary  focus  /  doesn’t  but  provides  visibility   and  advocacy  opportunities   100  –  250   Number  of  groups  carrying  our  literature   Number  of  emails  out  to  members’  lists   Volunteer  Hours   20  –  30   35  –  85   800  –  2000       xi.   Team   Reporting   –   The  State  Field  Organizer  and  Coalition  Organizer  have  extensive   oversight   and   assessment   responsibilities.   To   ensure   that   the   program   remains   on   target,   the   Grassroots   Team   will   utilize   The   Strategy   Network’s   (TSN)   On-­‐Track   system   that   was   developed   to   ensure   metric   management.   By   placing   the   goals   and   requirements  into  On-­‐Track,  and  assigning  roles  to  the  coalition  partners,  organizations   and  volunteers,  the  campaign  will  be  able  to  ensure  that  it  remains  on  target  to  meet   program   goals   and,   should   problems   arise   be   able   to   quickly   to   address   them   and   get   back  on  track.     Our   voter   contact   system   is   metric   driven   and   has   three   key   points   of   measurement.     • • • Organizer   Reporting:  With  TSN’s  On-­‐Track  system,  we  will  be  able  to  monitor   and  track  organizers’  field  work.       Leadership   Team   Reporting:   Utilizing   a   weekly   reporting   structure,   the   Leadership  Team  will  be  able  to  track  their  goals,  while  also  holding  each  other   accountable.       Quality   Assurance:  Organizers  and  others  in  the  Campaign  Team  can  monitor   the   fieldwork   and   continually   confirm   with   voters   that   they   have   been   contacted,   and   learn   of   the   voters’   experience   with   the   field   operation.   This   allows   the   campaign   ensure   the   program   is   being   followed   and   to   make   adjustments  when  and  where  necessary.         Page  41       Ohio  Marijuana  Legalization  and  Regulation   Summer  2014   d)  Monthly  Cash  Flow         Legal,   Finance   and   Compliance   Polling   Petition     Signature   Gathering   Operations   Field  and   Coalition   Building   Public   Relations   Data   Analytics   14-­‐Aug   72,000   78000       50,000   70,000   25,000   150,000           14-­‐Sep   77,000   63,000   1,000,000   125,000   100,000   25,000   150,000   14-­‐Oct   31,000       1,000,000   125,000   100,000   25,000   14-­‐Nov   31,000   12,000   400,000   80,000   70,000   14-­‐Dec   31,000           80,000   15-­‐Jan   20,000   12,000       15-­‐Feb   20,000       15-­‐Mar   20,000   15-­‐Apr   Vote  By   Mail   TV/Radio   Govt   Affairs   Line  Item   Totals               20,000   465,000               25,000   1,565,000   140,000               20,000   1,441,000   20,000   90,000               20,000   723,000   70,000   20,000   85,000                       20,000   306,000   60,000   60,000   15,000   80,000               15,000   262,000       60,000   60,000   15,000   80,000               15,000   250,000   12,000       60,000   75,000   15,000   75,000               15,000   272,000   20,000   12,000       60,000   100,000   15,000   75,000                       15,000   297,000   15-­‐May   20,000           60,000   125,000   15,000   75,000               15,000   310,000   15-­‐Jun   20,000   12,000       60,000   130,000   15,000   100,000               15,000   352,000   15-­‐Jul   20,000           70,000   150,000   15,000   100,000           150,000   15,000   520,000   15-­‐Aug   20,000   12,000       70,000   170,000   15,000   100,000   500,000   1,000,000   1,500,000   15,000   3,402,000   15-­‐Sep   20,000   20,000       90,000   180,000   15,000   100,000   1,000,000   1,500,000   2,000,000   15,000   4,940,000   15-­‐Oct   20,000   45,000       100,000   300,000   15,000   100,000           3,500,000   15,000   4,095,000   15-­‐Nov   20,000           50,000       15,000                   15,000   100,000   15-­‐Dec   20,000           20,000       15,000                   15,000   70,000   16-­‐Jan   20,000           20,000       5,000                   15,000   60,000   16-­‐Feb   20,000           20,000       5,000                   15,000   60,000   16-­‐Mar   20,000           20,000       5,000                   15,000   60,000   16-­‐Apr   20,000           20,000       5,000                   15,000   60,000   16-­‐May   20,000           20,000       5,000                   15,000   60,000   16-­‐Jun   20,000           20,000       5,000                   15,000   60,000   16-­‐Jul   20,000           20,000       5,000                   15,000   60,000   16-­‐Aug   20,000           20,000       5,000                   15,000   60,000   16-­‐Sep   20,000           20,000       5,000                   15,000   60,000   16-­‐Oct   20,000           20,000       5,000                   10,000   55,000   16-­‐Nov   20,000                   5,000                   10,000   35,000   Direct  Mail       e)   Bookkeeping   and   Accounting   –   Markovits,   Stock   and   DeMarco   will   oversee   all   aspects   of   financial   compliance.   Following   general   accepted   accounting   principles;   the   Markovits,   Stock   and   DeMarco   will   prepare   monthly   statements   and   will   follow   the   critical   path   timeline   of   funding   requirements,   and   will   prepare   all   state   and   federal   financial  disclosures  in  a  timely  manner.       Page  42       Ohio  Marijuana  Legalization  and  Regulation   Summer  2014   7.   B IO G R A P H IE S  O F   A L L   P R IN C IP A L S     Funder  Relations,  Campaign  Team  Management,  Petition  and  Grassroots     Ian  James  serves  as  the  Chief  Executive  Officer  of  The  Strategy  Network  where  he  calls  upon  his   30+   years   of   grassroots   organizing   and   petition   management   covering   a   range   of   issues.   His   management   experience   with   Organized   Labor,   corporate   and   small   businesses   has   led   to   success   in   various   measures   including:   issue   advocacy,   campaign   management,   worker   rights,   gaming  initiatives,  health  care  and  environmental  matters,  rezoning  and  telecommunications.     Over   the   years,   Ian   has   developed   grassroots   programs   for   ballot   issues   and   public   affairs   measures.   In   2008,   he   oversaw   the   production   and   delivery   of   over   three   million   pieces   of   highly   targeted  direct  mail  pieces  and  five  million  phone  calls  in  Ohio.  In  2009  he  developed  the  winning   strategic  plan  for  the  casino  campaign  that  secured  53%  of  the  vote  eighteen  years  after  the  first   casino  campaign  was  waged  in  Ohio.  In  addition,  Ian  has  overseen  and  directed  the  collection  of   three  million  and  a  half  signatures  in  Ohio  since  2006  to  place  a  variety  of  issues  on  the  ballot.   These  issues  include  gaming,  minimum  wage  increase,  sick  days  and  payday  lending  reform.     Prior   to   creating   The   Strategy   Network,   Ian   served   in   numerous   governmental   offices,   senior   campaign   staff   and   lobbying   positions   in   addition   to   serving   as   a   corporate   executive   for   Merv   Griffin’s   Players   International   in   Illinois,   Louisiana,   Missouri   and   Nevada,   where   he   served   as   Director   of   Community   and   Government   Relations.   His   knowledge   of   industrial,   corporate   and   public  relations,  as  well  as  strategic  guidance  through  partisan  and  non-­‐partisan  campaign  efforts   led  The  Ohio  Magazine  to  acknowledge  him  as  one  of  Ohio’s  “brightest  political  strategists.”         Stephen   Letourneau   is   the   Chief   Operating   Officer   and   President   of   The   Strategy   Network.     Stephen  brings  more  than  a  dozen  years  of  extensive  human  resources  experience  in  the  public   and   private   sector.   His   skills   of   developing   systems   for   recruiting,   training   staff   and   conflict   resolution   ensures   that   the   process   moves   smoothly   from   start   to   finish.   In   2008,   Stephen   oversaw   the   hiring,   and   training   of   over   1,000   Ohioans   for   petition   and   quality   control   operations.  In  2009,  Stephen  increased  the  staffing  to  1,500  and  was  responsible  for  creating  the   systems  needed  to  oversee,  direct,  and  manage  the  day-­‐to-­‐day  operations.   Stephen  is  responsible  for  hiring  and  training  all  staff.  His  extensive  human  resource  experience   in   the   private   sector   serves   him   well   having   to   work   with   a   diverse   staff.   Because   Stephen   believes  in  hands-­‐on  management  of  the  process,  he  is  constantly  on  the  road  to  meet  face-­‐to-­‐ face  with  office  administrators  and  staff.  He  so  frequently  visits  the  offices  that  many  members   of  the  staff  know  him  as  “Mr.  Stephen.”           Jeff  Berding  has  a  strong  background  in  finance,  government  and  politics.  In  Ohio,  he  worked  for   US   Senator   John   Glenn   and   Ohio   House   Speaker   Vern   Riffe,   and   in   DC   worked   as   a   legislative   analyst  for  a  law  firm.  In  the  early  ‘90s,  Jeff  returned  home  to  Cincinnati  to  manage  local  political   outreach   for   clients   such   as   GE   and   Proctor   &   Gamble   and   serve   as   campaign   manager   of   Cincinnati  Congressman  David  Mann.   In   an   effort   to   bring   two   new   professional   sports   facilities   and   keep   the   Reds   and   Bengals   in   Cincinnati,  Jeff  was  hired  by  local  business  leaders  to  serve  as  campaign  manager  and  spokesman       Page  43       Ohio  Marijuana  Legalization  and  Regulation   Summer  2014   for   Citizens   for   a   Major   League   Future.   He   supervised   the   effort   to   raise   and   spend   over   $1   million   to   win   voter   approval   for   a   sales   tax   increase   that   resulted   in   the   construction   of   Paul   Brown  Stadium  and  Great  American  Ballpark.     Following   this   successful   campaign,   Jeff   was   hired   into   the   Bengals   front   office,   As   Director   of   Sales  and  Public  Affairs  with  the  Cincinnati  Bengals,  where  he  manages  special  events  and  helps   direct   the   club’s   political   and   community   relations   efforts   and   serves   as   spokesperson   for   non-­‐ football  issues.         While  maintaining  his  position  at  the  Bengals,  Jeff  also  was  elected  three  times  by  the  voters  of   Cincinnati  to  serve  on  City  Council  from  2005-­‐2011.  His  focus  was  improving  the  city’s  economic   climate,   business   growth,   and   government   reform   and   balancing   the   city’s   budget.   The   results   of   his  efforts  can  now  be  seen  in  the  City’s  revived  downtown,  especially  the  development  on  the   Riverfront  Banks  and  the  Washington  Park/Over  the  Rhine  area.           Legal  –  Election  Law       Don  McTigue  has  concentrated  in  the  field  of  election  and  campaign  finance  law  for  nearly  three   decades.    A  Federal  Judge  has  referred  to  McTigue  as  the  “Gold  Standard”  in  election  law.  He  is   former   Chief   Elections   Counsel   to   the   Ohio   Secretary   of   State   and   former   Counsel   to   the   Ohio   Elections  Commission.    He  has  been  in  private  law  practice  since  1991,  representing  and  advising   candidates,   political   action   committees,   ballot   issue   groups,   and   governmental   bodies   across   Ohio.     He   assists   clients   with   compliance   with   federal   and   state   campaign   finance   and   election   laws,   local   and   statewide   ballot   initiatives   and   referenda,   voting   rights,   and   all   other   matters   involving   elections.     He   has   represented   clients   in   numerous   election-­‐related   cases   before   the   Ohio   Supreme   Court   and   the   Ohio   Elections   Commission.     He   is   also   an   Adjunct   Professor   at   Capital   University   Law   School,   where   he   has   taught   Election   Law.   McTigue’s   legal   resume   also   includes   non-­‐election   work   as   an   Assistant   Ohio   Attorney   General,   legal   counsel   in   the   State   Auditor’s  Office,  and  civil  rights  attorney  with  a  non-­‐profit  public  interest  law  firm.   McTigue  attended  Case  Western  Reserve  University  Law  School  and  is  licensed  to  practice  before   all  state  and  Federal  courts  in  Ohio  as  well  as  before  the  United  States  Supreme  Court.   Mark   McGinnis   concentrates   in   the   field   of   election   and   campaign   finance   law,   with   a   specific   focus  in  taxation  of  political  entities  as  well  as  legislation  and  the  legislative  process.  He  has  been   named  a  Rising  Star  in  Political  Law  by  Super  Lawyers  Magazine  in  2010,  2011  and  2012.     Mark  has  previously  been  employed  by  the  Ohio  Senate,  clerked  at  the  Ohio  10th  District  Court   of   Appeals,   and   extern   for   the   Chief   Justice   of   the   Ohio   Supreme   Court.   He   represents   and   advises   candidates,   lobbyists,   political   action   committees,   and   ballot   issue   committees.   He   also   represents   charities   and   other   nonprofit   organizations   regarding   state   and   federal   laws   involving   lobbying   and   political   activities.   He   also   assists   clients   with   compliance   with   campaign   finance   and  election  laws,  local  and  statewide  ballot  initiatives  and  referenda,  legislative  drafting  and  all   other  matters  involving  legislation  and  elections.         McGinnis  holds  a  B.S.  from  The  Ohio  State  University  and  completed  his  law  degree  Certificate  in   Governmental  Affairs,  and  LL.M.  in  Taxation  from  Capital  University  Law  School.  He  is  licensed  to   practice   before   all   state   and   Federal   courts   in   Ohio   as   well   as   the   United   States   Tax   Court,   the       Page  44       Ohio  Marijuana  Legalization  and  Regulation   Summer  2014   United   States   Court   of   Appeals   for   the   Armed   Forces,   and   the   Supreme   Court   of   the   United   States.           Legal  –  Finance,  Compliance  and  Governmental  Affairs  Oversight     Chris  Stock  is  a  founding  member  of  Markovits,  Stock  &  DeMarco.  Chris’s  legal  practice  focuses   on   complex   commercial   litigation,   including   securities   and   antitrust   class   actions   as   well   as   appellate   advocacy.   Serving   as   a   judicial   law   clerk   for   Ohio   Supreme   Court   Justice   Terrence   O’Donnell   gave   Chris   invaluable   insight   into   how   courts   synthesize   and   deconstruct   legal   arguments.   Since   then,   Chris   has   briefed   and   argued   numerous   cases   before   the   United   States   Court   of   Appeals   for   the   Sixth   Circuit,   the   Ohio   Supreme   Court,   and   Ohio   appellate   courts,   including  obtaining  a  rare  summary  reversal  from  the  United  States  Supreme  Court.   Chris  also  served  as  both  Deputy  First  Assistant  Attorney  General  and  Deputy  State  Solicitor  for   Ohio  Attorney  General  Jim  Petro.  In  these  positions,  Chris  was  principal  counsel  to  the  Attorney   General  on  a  wide  variety  of  legal  and  policy-­‐oriented  issues,  including  numerous  constitutional   and   regulatory   matters   arising   from   state   agencies,   boards,   and   commissions.   Prior   to   his   service   in  state  government,  Chris  was  an  attorney  at  a  500-­‐lawyer  nationally  recognized  law  firm.   He  has  received  multiple  designations  as  an  Ohio  Super  Lawyers  “Rising  Star,”  most  recently  for   2012.  This  distinction  is  awarded  to  less  than  2.5  percent  of  Ohio  attorneys  under  the  age  of  40.   Paul  M.  De  Marco  is  a  founding  member  of  Markovits,  Stock  &  DeMarco,  LLC.  He  is  an  Appellate   Law   Specialist   certified   by   the   Ohio   State   Bar   Association   and   has   handled   more   than   100   appellate   matters,   including   cases   before   the   Supreme   Court   of   the   United   States,   six   federal   circuits,  and  five  state  supreme  courts.   Paul   has   a   long   history   of   legal   practice   at   the   intersection   of   law,   policy   and   politics,   and   has   provided  countless  hours  of  legal  insight  to  clients  involved  in  highly-­‐charged  political,  regulatory   and  campaign-­‐related  legal  matters.           Governmental  Affairs       Neil   S.   Clark   served  as  Chief  Operating  Officer  of  the  Ohio  Senate  Republican  Caucus  where  he   managed  the  planning,  development  and  implementation  of  the  taxing  and  spending  priorities  of   Ohio’s   $32   billion   biennial   budget.   In   this   position   he   functioned   as   both   senior   advisor   to   the   majority  leadership  and  as  senior  financial  analyst  for  the  Caucus.     During   his   three   decades   in   the   political   arena,   he   has   structured   and   directed   scores   of   successful   campaigns   for   candidates   and   statewide   ballot   issues.   For   his   political   campaign   work,   he   has   been   honored   with   two   “Telly”   awards   and   a   “Silver   Anvil”   from   the   Public   Relations   Society  of  America.  He  served  as  an  adjunct  professor  of  Public  Administration  at  Ohio  University   and  as  a  program  analyst  for  the  Ohio  Legislative  Budget  Office.     Neil  has  appeared  as  a  guest  or  been  interviewed  by  the  Ohio  affiliates  for  ABC,  NBC  and  CBS.  He   politically   analyzed   elections   results   during   prime   time   viewing   for   the   2006   and   2008   General   Elections.  For  several  years  Neil  has  been  a  regular  guest  on  The  Ohio  News  Network,  Ohio  Public       Page  45       Ohio  Marijuana  Legalization  and  Regulation   Summer  2014   TV,  OSU  Public  Radio  and  the  BBC.  He  has  been  interviewed  on  public  policy  and  political  trends   by  every  major  Ohio  newspaper  and  leading  national  publications  such  as  Newsweek,  The  New   York  Times,  and  Time  Magazine.  Neil  was  named  for  nine  consecutive  years  as  one  of  Columbus   Smart  Business’s  Power  100  –  25  MOST  POWERFUL  PEOPLE.           Polling     Jim  Kitchens,  founder  of  The  Kitchens  Group,  is  a  communications  and  persuasion  expert  with  a   Ph.D.   from   the   University   of   Florida   in   communications.   Founded   in   1983,   The   Kitchens   Group   has  become  a  leading  public  opinion  research  firms.  In  addition  to  providing  standard  data  for  its   clients,  The  Kitchens  Group  has  the  expertise  to  provide  advanced  computer  modeling  for  clients   when  it  is  necessary  for  solving  complex  communication  problems.       Having   interviewed   more   than   five   million   Americans   on   topics   ranging   from   environmental   concerns,   to   the   likelihood   of   purchasing   NFL   season   tickets,   to   the   factors   in   a   person's   decision   to  purchase  a  suit,  The  Kitchens  Group  brings  a  broad  range  of  experience  to  help   win  campaigns   and  elections.     Dr.   Kitchens   continues   being   recognized   as   a   scholar   in   the   field   of   communication,   with   more   than   20   academic   publications,   including   the   creation   of   the   Development   Resistance   Index   used   to  gauge  public  opinion  concerning  land  use  issues.  Dr.  Kitchens  is  a  frequent  guest  professor  at   colleges   and   universities,   including   the   University   of   Florida,   the   University   of   Kansas,   the   University  of  Central  Florida,  and  the  University  of  Alabama  –  Birmingham.       Elizabeth   L.   Kitchens   has   worked   as   a   professional   consultant   since   1980.   Ms.   Kitchens   is   a   specialist  in  focus  groups  research  and  polling.  She  has  designed  and  facilitated  focus  groups  for   legal   issues,   marketing   strategies,   political   campaigns,   referenda   issues,   and   public   relations   campaigns.       Ms.   Kitchens   has   also   served   as   a   pollster   and   strategist   for   a   variety   of   campaigns   including   legislative,  judicial,  mayoral,  and  statewide  races.  She  also  has  extensive  experience  working  with   environmental  initiatives  throughout  the  country.  Additionally,  she  has  provided  consultation  for   coordinated   campaigns   for   the   Florida   Democratic   Party,   the   Academy   of   Florida   Trial   Lawyers,   and  the  Louisiana  Trial  Lawyers  Association.       Ms.  Kitchens  was  one  of  the  first  women  to  be  a  partner  in  a  nationally  recognized  polling  and   focus   group   firm.   She   an   Advisory   Board   member   of   Ruth’s   List   Florida   and   the   Boys   and   Girls   Club  of  Central  Florida.  She  was  a  recipient  of  the  Orlando  Business  Journal  and  Orlando  Regional   Health   Care   2004   Women   Who   Mean   Business   award.   She   is   a   specialist   in   Baby   Boomer   women   issues  and  is  a  frequent  contributor  to  Boomer  Café,  one  of  the  leading  baby  boomer  sites  on  the   web.                     Page  46       Ohio  Marijuana  Legalization  and  Regulation   Summer  2014   Public  Relations  and  Communications       Dennis  Willard  formed  Precision  New  Media  after  covering  politics,  policy  and  government  as  a   statehouse  reporter  in  Columbus  for  23  years,  the  last  15  as  bureau  chief  for  the  Akron  Beacon   Journal.  In  2010,  he  decided  to  come  over  to  the  “light  side.”  As  a  reporter,  Dennis  wrote  about   working  and  middle  class  families,  children,  women,  minorities  and  others  who  needed  a  voice  in   the   media.   This   passion   helped   him   win   state   and   national   reporting   awards   on   issues   ranging   from  “The  American  Dream:  Hanging  By  A  Thread,”  to  the  vast  inequities  in  Ohio’s  school  funding   system.     Dennis   brings   that   same   passion   to   Precision   New   Media.   Initially,   he   worked   primarily   on   messaging,   earned   and   paid   media,   and   crisis   communications,   but   the   company   took   a   new   direction  in  2011  after  becoming  part  of  the  We  Are  Ohio  campaign  that  successfully  fought  back   against  Senate  Bill  5,  the  attack  on  collective  bargaining  rights.     During  the  campaign,  Dennis  began  working  with  his  communications  team  to  develop  a  unique   brand   that   reinforced   a   simple   message:   Senate   Bill   5   was   unsafe,   unfair   and   hurt   us   all.   To   ultimately  win  by  a  62-­‐38   percent   margin,   Dennis   and  his  communications  team   knew   the   brand   had  to  be  universal,  non-­‐partisan,  and  represent  a  grassroots,  citizen-­‐driven  effort  to  veto  SB  5.     As  Communications  Director  for  We  Are  Ohio,  Dennis  led  a  team  that  held  more  than  520  press   conferences   over   six   months   in   every   corner   of   the   state   featuring   the   faces   and   voices   of   real   middle  class  Ohioans.           Data  and  Analytics       Mitch  Stewart  is  a  founding  partner  at  270  Strategies  and  a  longtime  political  activist  who  has  led   several  organizations  in  the  past  decade  that  have  made  their  mark  on  American  history.  As  the   Battleground  States  Director  for  the  Obama  for  America  campaign,  he  oversaw  a  state  strategy   and   program   that   garnered   victories   in   nine   of   the   ten   battleground   states   in   the   2012   presidential   general   election.   In   this   role,   he   helped   build   what   The   Guardian   called   “a   historic   ground  operation  that  will  provide  the  model  for  political  campaigns  in  America  and  around  the   world  for  years  to  come.”     Mitch  first  heard  then-­‐Senator  Obama  speak  in  Minnesota  in  2006  and  was  inspired  to  help  build   a   winning   campaign.   Since   January   2007,   Mitch   has   held   a   number   of   key   positions   critical   to   the   President’s   success   –   including   serving   as   the   Iowa   State   Caucus   Director   for   the   first   Obama   presidential  campaign.  The  Iowa  Caucus  victory  marked  a  turning  point  in  the  2007-­‐2008  primary   election,   which   established   Senator   Obama   as   a   serious   challenger   to   then-­‐front-­‐runner   Hillary   Rodham  Clinton.  Later,  as  the  Virginia  State  Director  during  the  2008  general  election,  Mitch  led   the   team   that   delivered   Virginia   for   the   Democratic   candidate   for   the   first   time   since   1964   –   breaking  a  red  streak  spanning  44  years.     Prior   to   joining   the   2012   campaign,   Mitch   served   as   the   National   Director   of   Organizing   for   America,  the  grassroots  organization  born  out  of  the  2008  election  and  dedicated  to  supporting   the  President’s  policy  initiatives.  During  his  tenure  at   Organizing  for  America,  Mitch  led  a  team       Page  47       Ohio  Marijuana  Legalization  and  Regulation   Summer  2014   that  drove  grassroots  momentum  for  high-­‐profile  legislative  victories  including  the  passage  of  the   Affordable  Care  Act,  Wall  Street  Reform,  and  the  repeal  of  “Don’t  Ask,  Don’t  Tell.”     Jeremy   Bird   is   a   founding   partner   at   270   Strategies   and   a   longtime   grassroots   organizer   with   broad  experience  across  domestic  and  international  politics,  labor,  and  policy.  He  helped  launch   270  Strategies  after  serving  most  recently  as  the  National  Field  Director  for  the  2012  re-­‐election   campaign   of   President   Barack   Obama,   where   he   had   primary   responsibility   for   building   a   nationwide   army   of   staff   and   volunteer   organizers.   Dubbed   the   campaign’s   “Field   General”   by   Rolling   Stone   magazine,   Jeremy   was   listed   among   “The   Obama   Campaign’s   Real   Heroes”   and   has   been   cited   as   “a   former   Harvard   divinity   student   who   took   to   political   organizing   as   though   it   were   his   higher   calling.”   He   is   credited   with   helping   establish   a   ground   game   and   turnout   machine  that  in  2012  “reproduced  –  through  brute  force,  dedication  and  will  –  a  turnout  in  the   swing   states   that   in   some   cases   bested   the   campaign's   remarkable   performance   of   four   years   ago.”     Jeremy   has   played   a   number   of   key   leadership   roles   in   support   of   President   Obama   since   2007   –   including  serving  as  the  South  Carolina  Field  Director  in  the  2007-­‐08  primary  campaign  and  as  the   Ohio   General   Election   Director   in   2008.   As   the   National   Deputy   Director   of   Organizing   for   America   –   the   grassroots   organization   born   out   of   the   2008   campaign   –   he   was   also   central   to   some   of   the   Obama   Administration’s   most   historic   policy   achievements   between   2009-­‐2011,   including   the   Affordable   Care   Act   and   Wall   Street   Reform.   Across   these   roles,   Jeremy   helped   create   and   implement   the   Obama   campaign’s   neighborhood   team   organizing   model   –   an   approach   which   transformed   organizing   in   presidential   politics   by   merging   people-­‐focused,   community   organizing   with   empowering   and   inclusive   digital   technology   and   cutting-­‐edge   data   analytics.  The  Wall  Street  Journal  described  Jeremy’s  theory  of  organizing  as  “one  part  data  and   one   part   emotional   connection.   He   keeps   close   track   of   which   states   are   making   their   targets   each   day,   but   also   preaches   the   value   of   relationships—between   the   campaign   and   its   volunteers,   and   between   volunteers   and   voters.”   His   contributions   to   this   groundbreaking   organizing  model  led  Rolling  Stone  magazine  to  recognize  him  on  its  2012  “Hot  List,”  calling  him   “the   Obama   campaign’s   secret   weapon”   with   “a   massive   army   of   staff   and   grassroots   volunteers   for  which  Romney  has  no  answer.”     Prior   to   organizing   with   the   President,   Jeremy   worked   for   several   issue   campaigns   and   candidates  at  the  federal  and  local  level  –  including  the  presidential  campaigns  of  then-­‐Senator   John   Kerry   and   former   Governor   Howard   Dean.   He   also   has   experience   advocating   for   educational  equality  and  worked  as  an  organizer  for  the  United  Food  and  Commercial  Workers.           Media  Production       Bob   Kish  is  the  founder  of  Third  Wave  Communications  and  is  a  seasoned  political  operative  with   over   25   years   of   experience   working   on   campaigns   at   the   local,   state,   and   federal   level   in   management  and  finance  positions.           Page  48       Ohio  Marijuana  Legalization  and  Regulation   Summer  2014   In   the   late   nineties   Bob   helped   launch   one   of   America’s   premier   Republican   media   consulting   firms.     Over   a   fifteen-­‐year   period,   he   produced   winning   ads   for   candidates   for   President,   U.S.   Senator,   Governor,   statewide   office   &   25   members   of   Congress.     He’s   handled   every   aspect   of   message  development,  media  planning,  production,  branding  &  marketing.         His   efforts   have   led   to   the   successful   election   of   Senator   Rand   Paul,   Senator   John   Boozman,   Congressman   Jo   Bonner,   Congressman   Joe   Heck,   Congressman   Pat   Tiberi,   Congressman   Doug   Lamborn,   Congressman   Steve   Chabot,   Mobile   Mayor   Sandy   Stimpson,   U.S.   Senator   Rand   Paul,   Congressman   Tim   Huelskamp,   Congressman   Alan   Nunnelee,   Mississippi   Chief   Justice   William   Waller  Jr.,  and  many  others.    Bob’s  work  has  received  numerous  awards  for  creative  excellence.           Media  Placement  and  Governmental  Affairs       Robert   Clegg  joined  Midwest  Communications  and  Media  in  1997  as  Senior  Vice  President.  For   fourteen   years   Clegg   served   the   Ohio   Senate,   the   Ohio   House   of   Representatives,   and   the   Secretary  of  State.  His  positions  included  Director  of  Operations,  Assistant  Secretary  of  State  and   Senior  Legislative  Assistant.  Clegg’s  knowledge  of  Ohio’s  demographics  is  unparalleled.  The  Ohio   Republican  Party  sought  his  services  in  1991,  2001  and  2011  for  counsel  and  recommendations   relating   to   the   State   of   Ohio’s   Reapportionment   and   Redistricting   Plans.   Expertise   in   statistical   analysis   and   polling   has   enabled   Clegg   to   penetrate   markets   with   the   most   economical   and   effective  media  placements.           Direct  Mail       Duane  Baughman  founded  The  Baughman  Company  in  1995  and  quickly  rocketed  to  the  top  of   his  industry.    In  2006,  Baughman  was  one  of  only  6   national  Democratic  mail  strategists  hired  by   the   DCCC   to   develop   and   execute   the   mail   campaign   ultimately   responsible   for   winning   back   the   Democratic   majority   in   the   House   of   Representatives.   In   2008,   Baughman   managed   the   development  of  over  30  million  micro-­‐targeted  pieces  of  mail  and  a  multi-­‐million  dollar  budget   resulting   in   20   statewide   primary   victories   for   Hillary   Clinton's   campaign.    In   2010,   Baughman   oversaw  mail  programs  that  re-­‐elected  11  of  12  incumbents.    That  same  year  saw  the  Sundance   premiere   and   nationwide   release   of   Baughman's   critically   acclaimed   feature   length   documentary   film   “BHUTTO,”   which   captured   the   life   and   assassination   of   Pakistan's   Benazir   Bhutto,   the   world's  first  woman  elected  to  lead  a  Muslim  nation.   Nick  Holder  joined   The   Baughman  Company  after  serving  as  Chief  of  Staff  for  Congressman  Jerry   McNerney  (CA),  where  he  oversaw  the  political  efforts  of  one  of  the  most  vulnerable  incumbents   in   the   country.   In   2010,   under   Nick’s   leadership,   McNerney   was   one   of   only   a   handful   of   Democrats  in  Republican  leaning  seats  to  return  to  Congress.  And  in  2012,  and  despite  facing  the   largest  outside  spending  disparity  in  the  country  for  an  incumbent,  Nick  orchestrated  a  double-­‐ digit  win  for  McNerney  against  one  of  the  best-­‐funded  candidates  in  recent  years.  Nick  has  also   served   as   the   top   staffer   to   the   Vice   Chairman   of   the   Democratic   Congressional   Campaign   Committee’s   Frontline   program   and   previously   served   as   Press   Secretary   for   Congressman   Tim   Bishop.   Having   overseen   multi-­‐million   dollar   direct   mail   campaigns   utilizing   cutting   edge   targeting   and   voter   contact   strategies,   Nick   heads   up   The   Baughman   Company’s   campaign   and   political  operations.       Page  49       Ohio  Marijuana  Legalization  and  Regulation   Summer  2014               For  more  information,  please  contact  Ian  James   ______________________________________     Ian@TeamTSN.com    614.589.4600   1349  East  Broad  Street,  Columbus  OH  43205   ______________________________________         Strategy  Network,  LLC  ©  2014   Page  50