CC - Item 6C - Disucssion and Direction on the Expansion of Lobbying Services to Secure State and Federal FundingROSEMEAD CITY COUNCIL
STAFF REPORT
TO: THE HONORABLE MAYOR AND CITY COUNCIL
FROM: BEN KIM, CITY MANAGER
DATE: DECEMBER 9, 2025
SUBJECT: DISCUSSION'AND DIRECTION ON THE EXPANSION OF LOBBYING
SERVICES TO SECURE STATE AND FEDERAL FUNDING
SUMMARY
Per City Council direction provided at the November 12, 2025 meeting, staff contacted Lucien
Global ("Lucien") and David Turch and Associates ("DT&A") to discuss the potential expansion
of lobbying services to pursue additional grants and earmark funding. The proposed expansion
would increase the monthly compensation for Lucien from $4,000 to $12,000 and for DT&A
from $5,500 to $11,000.
DISCUSSION
Since 2024, Lucien has provided the City with strategic state advocacy and lobbying services to
secure community project funding. The current contract, which began on January 26, 2024, is a
three-year agreement with the option for two one-year extensions. During the term of this
agreement, Lucien has identified, pursued, and assisted in securing $5,000,000 in state funding
for upgrades at Rosemead Park. To further support the City's efforts to secure additional
funding, Lucien is proposing to expand their services as outlined in Attachment A. Lucien is
proposing to terminate the existing contract and execute a new contract beginning January 1,
2026, for a three-year term, with the option for up to two one-year extensions. The expanded
scope of services will increase the monthly compensation amount from $4,000 to $12,000,
totaling $144,000 annually.
Since 2017, DT&A has provided the City with federal legislative advocacy services and strategic
planning for federal grant funding. Through DT&A's assistance, the City received a $300,000
grant award in 2019 to fund the Garvey Park Dog Park Project. DT&A also assisted with
securing funding in the amount of $800,000 for the Garvey Park Improvement Project which was
included in the enacted Consolidated Appropriations Act for fiscal year 2024. DT&A assisted in
securing funding in fiscal year 2025 for two projects for a total amount of $1,320,000 ($850,000
Garvey Avenue Community Center Renovation Project and $470,000 Veterans' Incubator
Project) but the earmarks were eliminated when Congress passed (in March 2025) the long-term
Continuing Resolution funding the government through September 30, 2025. Continuing
Resolutions do not contain earmarks and focus on funding government operations, with minor
AGENDA ITEM 6.0
City Council Meeting
December 9, 2025
Page 2 of 2
adjustments, at the previous year's level. For Fiscal Year 2026, a $500,000 earmark has been
secured for the Garvey Avenue Community Center Renovation Project and $500,000 has been
submitted for the Veterans' Incubator Project. Final determination on both earmark requests are
expected in the coming months. To assist the City in securing additional funding, DT&A is
proposing to expand their services as provided in Attachment B. The additional services will
result in a contract increase from $5,500 to $11,000 per month, totaling $132,000 annually. All
other terms and conditions set forth in the original agreement with DT&A will remain in effect.
STAFF RECOMMENDATION
It is recommended that the City Council discuss and provide direction to staff.
FISCAL IMPACT
The proposed amendments will increase Lucien's monthly contract amount from $4,000 to
$12,000, an increase of $8,000 per month or $96,000 annually, for a total annual contract cost of
$144,000. The amendments will also increase DT&A's monthly amount from $5,500 to $11,000,
an increase of $5,500 per month or $66,000 annually, for a total annual contract cost of
$132,000. The combined annual increase for both contracts is $162,000, resulting in a total
annual cost of $276,000.
STRATEGIC PLAN IMPACT
This item supports several goals of the City's 2030 Strategic Plan. It advances Goal A, Safety, by
strengthening the City's ability to pursue funding for public safety initiatives, including security
enhancements in parks and public facilities and continued collaboration with the San Gabriel
Valley Council of Governments and other regional partners to address homelessness. It supports
Goal C, Infrastructure, by enhancing the City's capacity to secure grants and other funding
sources for street improvements and infrastructure projects. Finally, it aligns with Goal D, Parks
and Programs, by improving the City's ability to identify and compete for funding to expand
park facilities and recreational amenities.
PUBLIC NOTICE PROCESS
This item has been noticed through the regular agenda notification process.
Prepared by:
Amanda Moreno
Administrative Services Manager
Submitted by:
Bryan Chua
Assistant City Manager/Finance Director
Attachment A: Lucien Global Agreement
Attachment B: First Amendment to David Turch and Associates Agreement
Attachment A
Lucien Global Agreement
CITY OF ROSEMEAD
AGREEMENT FOR SERVICES
LEGISLATIVE ADVOCACY AND GOVERNMENTAL AFFAIRS SERVICES
(LUCIEN GLOBAL)
1. PARTIES AND DATE.
This Agreement is made and entered into this 1st Day of January, 2026 (Effective
Date) by and between the City of Rosemead, a municipal organization organized under
the laws of the State of California with its principal place of business at 8838 E. Valley
Blvd., Rosemead, California 91770 ("City") and Lucien Global, with its principal place of
business at 1017 L Street, # 246, Sacramento, CA 95814 ("Consultant"). City and
Consultant are sometimes individually referred to herein as "Party" and collectively as
"Parties."
2. RECITALS.
2.1 Consultant.
Consultant desires to perform and assume responsibility for the provision of certain
services required by the City on the terms and conditions set forth in this Agreement.
Consultant represents that it is experienced in providing legislative advocacy and
governmental affairs services to public clients, is licensed in the State of California and is
familiar with the plans of City.
2.2 Project.
The City desires to engage Consultant to render such ongoing legislative advocacy
and governmental affairs services ("Services") as set forth in this Agreement.
3. TERMS.
3.1 Scope of Services and Term.
3.1.1 General Scope of Services: Consultant promises and agrees to
furnish to the City all labor, materials, tools, equipment, services, and incidental and
customary work necessary to fully and adequately supply the legislative advocacy and
governmental affairs services necessary for the Project, herein referred to as "Services".
The Services are more particularly described in Exhibit A attached hereto and
incorporated herein by reference. All Services shall be subject to, and performed in
accordance with, this Agreement, the exhibits attached hereto and incorporated herein
by reference, and all applicable local, state and federal laws, rules and regulations.
3.1.2 Term. The term of this Agreement shall be for a Three (3) year period
from the effective date with the option for up to two (2) one-year extensions at the sole
and absolute discretion of the City, unless earlier terminated as provided herein.
Consultant shall complete the Services within the term of this Agreement and shall meet
any other established schedules and deadlines.
3.2 Responsibilities of Consultant.
3.2.1 Control and Payment of Subordinates; Independent Contractor. The
Services shall be performed by Consultant or under its supervision. Consultant will
determine the means, methods and details of performing the Services subject to the
requirements of this Agreement. City retains Consultant on an independent contractor
basis and not as an employee. Consultant retains the right to perform similar or different
services for others during the term of this Agreement. Any additional personnel
performing the Services under this Agreement on behalf of Consultant shall also not be
employees of City and shall at all times be under Consultant's exclusive direction and
control. Consultant shall pay all wages, salaries, and other amounts due such personnel
in connection with their performance of Services under this Agreement and as required
by law. Consultant shall be responsible for all reports and obligations respecting such
additional personnel, including, but not limited to: social security taxes, income tax
withholding, unemployment insurance, disability insurance, and workers' compensation
insurance.
3.2.2 Schedule of Services: Consultant shall perform the Services
expeditiously, within the term of this Agreement. Consultant represents that it has the
personnel required to perform the Services in conformance with such conditions. In order
to facilitate Consultant's conformance with the Schedule, City shall respond to
Consultant's submittals in a timely manner. Upon request of City, Consultant shall provide
a more detailed schedule of anticipated performance to meet the Schedule of Services.
3.2.3 Conformance to Applicable Requirements: All work prepared by
Consultant shall be subject to the approval of City.
3.2.4 Substitution of Key Personnel: Consultant has represented to City
that certain key personnel will perform and coordinate the Services under this Agreement.
Should one or more of such personnel become unavailable, Consultant may substitute
other personnel of at least equal competence upon written approval of City. In the event
that City and Consultant cannot agree as to the substitution of key personnel, City shall
be entitled to terminate this Agreement for cause. As discussed below, any personnel
who fail or refuse to perform the Services in a manner acceptable to the City, or who are
determined by the City to be uncooperative, incompetent, a threat to the adequate or
timely completion of the Project or a threat to the safety of persons or property, shall be
promptly removed from the Project by the Consultant at the request of the City.
3.2.5 City's Representative: The City hereby designates the City Manager,
or his or her designee, to act as its representative for the performance of this Agreement
("City's Representative"). City's Representative shall have the power to act on behalf of
the City for all purposes under this Agreement. Consultant shall not accept direction or
orders from any person other than the City's Representative or his or her designee.
3.2.6 Consultant's Representative: Consultant hereby designates Lucien
Global, or his/her designee, to act as its representative for the performance of this
Agreement ("Consultant's Representative"). Consultant's Representative shall have full
authority to represent and act on behalf of the Consultant for all purposes under this
Agreement. The Consultant's Representative shall supervise and direct the Services,
using his/her skill and attention, and shall be responsible for all means, methods,
techniques, sequences and procedures and for the satisfactory coordination of all
portions of the Services under this Agreement.
3.2.7 Coordination of Services: Consultant agrees to work closely with City
staff in the performance of Services and shall be available to City's staff, consultants and
other staff at all reasonable times.
3.2.8 Standard of Care; Performance of Employees: Consultant shall
perform all Services under this Agreement in a skillful and competent manner, consistent
with the standards generally recognized as being employed by professionals in the same
discipline in the State of California. Consultant represents and maintains that it is skilled
in the professional calling necessary to perform the Services. Consultant represents that
all employees and subcontractors shall have sufficient skill and experience to perform the
Services assigned to them. Finally, Consultant represents that it, its employees and
subcontractors have all licenses, permits, qualifications and approvals of whatever nature
that are legally required to perform the Services, including a City business License, and
that such licenses and approvals shall be maintained throughout the term of this
Agreement. As provided for in the indemnification provisions of this Agreement,
Consultant shall perform, at its own cost and expense and without reimbursement from
the City, any services necessary to correct errors or omissions which are caused by the
Consultant's failure to comply with the standard of care provided for herein.
3.2.9 Laws and Regulations: Consultant shall keep itself fully informed of
and in compliance with applicable local state and federal laws, rules and regulations in
any manner affecting the performance of the Project or the Services, including all
Cal/OSHA requirements, and shall give all notices required by law. Consultant shall be
liable for all violations of such laws and regulations in connection with Services. If the
Consultant performs any work knowing it to be contrary to such laws, rules and
regulations and without giving written notice to the City, Consultant shall be solely
responsible for all costs arising therefrom. Consultant shall indemnify and hold City, its
officials, directors, officers, employees and agents free and harmless, pursuant to the
indemnification provisions of this Agreement, from any liability to the extent found to be
arising out of any failure to comply with such laws, rules or regulations.
3.2.10 Insurance: Consultant shall maintain prior to the beginning of and for
the duration of this Agreement insurance coverage as specified in Exhibit B attached to
and part of this agreement.
3.2.11 Safety: Contractor shall execute and maintain its work so as to avoid
injury or damage to any person or property. In carrying out its Services, the Consultant
shall at all times be in compliance with all applicable local, state and federal laws, rules
and regulations, and shall exercise all necessary precautions for the safety of its
employees appropriate to the nature of the work and the conditions under which the work
is to be performed. Safety precautions as applicable shall include, but shall not be limited
to: (A) adequate life protection and life saving equipment and procedures; (B) instructions
in accident prevention for all employees and subcontractors, such as safe walkways,
scaffolds, fall protection ladders, bridges, gang planks, confined space procedures,
trenching and shoring, equipment and other safety devices, equipment and wearing
apparel as are necessary or lawfully required to prevent accidents or injuries; and (C)
adequate facilities for the proper inspection and maintenance of all safety measures.
3.3 Fees and Payments.
3.3.1 Compensation: Consultant shall receive compensation, including
authorized reimbursements, for all Services rendered under this Agreement and shall not
exceed One -Hundred Forty -Four Thousand dollars ($144,000) per fiscal year. The City
agrees to pay Consultant a fee of Twelve Thousand Dollars ($12,000) a month.
Consultant's scope of services and rate schedule is hereby incorporated and found in
Exhibit "A". Extra Work may be authorized in writing, as described below, and will be
compensated at the rates and manner set forth in this Agreement.
3.3.2 Payment of Compensation: Consultant shall submit to City a monthly
itemized statement which indicates work completed by Consultant. The statement shall
describe the amount of Services and supplies provided since the initial commencement
date, or since the start of the subsequent billing periods, as appropriate, through the
date of the statement. City shall, within 30 days of receiving such statement, review the
statement and pay all approved charges thereon.
3.3.3 Reimbursement for Expenses: Consultant shall not be reimbursed
for any expenses unless authorized in writing by City.
3.3.4 Extra Work: At any time during the term of this Agreement, City may
request that Consultant perform Extra Work. As used herein, "Extra Work" means any
work which is determined by City to be necessary for the proper completion of the Project,
but which the parties did not reasonably anticipate would be necessary at the execution
of this Agreement. Consultant shall not perform, nor be compensated for, Extra Work
without written authorization from City's Representative.
3.3.5 Prevailing Wages: Consultant is aware of the requirements of
California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code
of Regulations, Title 8, Section 1600, et seq., ("Prevailing Wage Laws"), which require
the payment of prevailing wage rates and the performance of other requirements on
"public works" and "maintenance" project, as defined by the Prevailing Wage Laws, and
if the total compensation is $1,000 or more, Consultant agrees to fully comply with such
Prevailing Wage Laws to the extent they are applicable to Consultant. City shall provide
Consultant with a copy of the prevailing rates of per diem wages in effect at the
commencement of this Agreement. Consultant shall make copies of the prevailing rates
of per diem wages for each craft; classification or type of worker needed to execute the
Services available to interested parties upon request and shall post copies at the
Consultant's principal place of business and at the project site. Consultant shall defend,
indemnify and hold the City, its elected officials, officers, employees and agents free and
harmless from any claim or liability arising out of any failure or alleged failure to comply
with the Prevailing Wage Laws.
3.4 Accounting Records.
3.4.1 Maintenance and Inspection: Consultant shall maintain complete
and accurate records with respect to all costs and expenses incurred under this
Agreement. All such records shall be clearly identifiable. Consultant shall allow a
representative of City during normal business hours to examine, audit, and make
transcripts or copies of such records and any other documents created pursuant to this
Agreement. Consultant shall allow inspection of all work, data, documents, proceedings,
and activities related to the Agreement for a period of three (3) years from the date of final
payment under this Agreement.
3.5 General Provisions.
3.5.1 Termination of Agreement.
3.5.1.1 Grounds for Termination: City may, by written notice to Consultant,
terminate the whole or any part of this Agreement at any time and without cause by giving
written notice to Consultant of such termination, and specifying the effective date thereof,
at least thirty (30) days before the effective date of such termination. Upon receiving
notice of termination, Consultant shall cease all work required to be performed under
this agreement and comply with Section 3.5.1.2 as requested by the City. Consultant
may not terminate this Agreement except for cause.
3.5.1.2 Effect of Termination: If this Agreement is terminated as provided
herein, City may require Consultant to provide all finished or unfinished Documents/ Data
and other information of any kind prepared by Consultant in connection with the
performance of Services under this Agreement. Consultant shall be required to provide
such document and other information within fifteen (15) days of the request.
3.5.1.3 Additional Services: In the event this Agreement is terminated in
whole or in part as provided herein, City may procure, upon such terms and in such
manner as it may determine appropriate, services similar to those terminated.
3.5.2 Delivery of Notices: All notices permitted or required under this
Agreement shall be given to the respective parties at the following address, or at such
other address as the respective parties may provide in writing for this purpose:
CONSULTANT:
Lucien Global
1017 L Street, #246
Sacramento, CA 95814
Attn: Darryl Lucien
Tel: (530) 601- 9640
CITY:
City of Rosemead
8838 Valley Boulevard
Rosemead, CA 91770
Attn: Ben Kim, City Manager
Tel: (626) 569-2169
Such notice shall be deemed made when personally delivered or when mailed, forty- eight
(48) hours by certified mail or deposit in the U.S. Mail, first-class postage prepaid and
addressed to the party at its applicable address. Actual notice shall be deemed adequate
notice on the date actual notice occurred, regardless of the method of service.
3.5.3 Ownership of Materials and Confidentiality.
3.5.3.1 Documents & Data; Licensing of Intellectual Property: This
Agreement creates a non-exclusive and perpetual license for City to copy, use, modify,
reuse, or sublicense any and all copyrights, designs, and other intellectual property
embodied in plans, specifications, studies, drawings, estimates, and other documents or
works of authorship fixed in any tangible medium of expression, including but not limited
to, physical drawings or data magnetically or otherwise recorded on computer diskettes,
which are prepared or caused to be prepared by Consultant under this Agreement
("Documents & Data"). Consultant shall require all subcontractors to agree in writing that
City is granted a non-exclusive and perpetual license for any Documents & Data the
subcontractor prepares under this Agreement. Consultant represents and warrants that
Consultant has the legal right to license any and all Documents & Data. Consultant makes
no such representation and warranty in regard to Documents & Data which were prepared
by design professionals other than Consultant or provided to Consultant by the City. The
Documents & Data are intended for use solely with respect to the project for which they
were prepared. Any reuse or modification by City shall be at City's sole risk.
3.5.3.2 Confidentiality: All ideas, memoranda, specifications, plans,
procedures, drawings, descriptions, computer program data, input record data, written
information, and other Documents and Data either created by or provided to Consultant
in connection with the performance of this Agreement shall be held confidential by
Consultant. Such materials shall not, without the prior written consent of City, be used by
Consultant for any purposes other than the performance of the Services. Nor shall such
materials be disclosed to any person or entity not connected with the performance of the
Services or the Project. Nothing furnished to Consultant which is otherwise known to
Consultant or is generally known, or has become known, to the related industry shall be
deemed confidential. Consultant shall not use City's name or insignia, photographs of the
Project, or any publicity pertaining to the Services or the Project in any magazine, trade
paper, newspaper, television or radio production or other similar medium without the prior
written consent of City.
3.5.4 Cooperation; Further Acts: The Parties shall fully cooperate with one
another and shall take any additional acts or sign any additional documents as may be
necessary, appropriate or convenient to attain the purposes of this Agreement.
3.5.5 Attorney's Fees: If either party commences an action against the
other party, either legal, administrative or otherwise, arising out of or in connection with
this Agreement, the prevailing party in such litigation shall be entitled to have and recover
from the losing party reasonable attorney's fees and all costs of such action as part of
prevailing party's total damages as determined by court of competent jurisdiction or as
agreed upon by the parties in settlement.
3.5.6 Indemnity and Defense.
a. Indemnity and Defense
To the fullest extent permitted by law, Consultant shall indemnify and hold harmless
Agency and any and all of its officials, employees and agents ("Indemnified Parties") from
and against any and all losses, liabilities, damages, costs and expenses, including legal
counsel's fees and costs, to the extent caused by the negligent or wrongful act, error or
omission of Consultant, its officers, agents, employees or subconsultants (or any agency
or individual that Consultant shall bear the legal liability thereof) in the performance of
services under this agreement. Consultant's duty to indemnify and hold harmless Agency
shall not extend to the Agency's sole or active negligence.
b. Duty to Defend
In the event the Agency, its officers, employees, agents and/or volunteers are made a
party to any action, lawsuit, or other adversarial proceeding arising from the performance
of the services encompassed by this agreement, and upon demand by Agency,
Consultant shall defend the Agency at Consultant's cost or at Agency's option, to
reimburse Agency for its costs of defense, including reasonable attorney's fees and costs
incurred in the defense of such matters to the extent the matters arise from, relate to or
are caused by Consultant's negligent acts, errors or omissions. Payment by Agency is
not a condition precedent to enforcement of this provision. In the event of any dispute
between Consultant and Agency, as to whether liability arises from the sole or active
negligence of the Agency or its officers, employees, or agents, Consultant will be
obligated to pay for Agency's defense until such time as a final judgment has been
entered adjudicating the Agency as solely or actively negligent. In no event shall the cost
to defend charged to the design professional exceed the design professional's
proportionate percentage of fault.
3.5.7 Entire Agreement: This Agreement contains the entire Agreement of
the parties with respect to the subject matter hereof, and supersedes all prior
negotiations, understandings or agreements. This Agreement may only be modified by a
writing signed by both parties.
3.5.8 Governing Law: This Agreement shall be governed by the laws of the
State of California. Venue shall be in Los Angeles County.
3.5.9 Time of Essence: Time is of the essence for each and every
provision of this Agreement.
3.5.10 City's Right to Employ Other Consultants: City reserves right to
employ other consultants in connection with this Project.
3.5.11 Successors and Assigns: This Agreement shall be binding on the
successors and assigns of the parties.
3.5.12 Assignment or Transfer: Consultant shall not assign, hypothecate,
or transfer, either directly or by operation of law, this Agreement or any interest herein
without the prior written consent of the City. Any attempt to do so shall be null and void,
and any assignees, hypothecates or transferees shall acquire no right or interest by
reason of such attempted assignment, hypothecation or transfer.
3.5.13 Construction; References; Captions: Since the Parties or their
agents have participated fully in the preparation of this Agreement, the language of this
Agreement shall be construed simply, according to its fair meaning, and not strictly for or
against any Party. Any term referencing time, days or period for performance shall be
deemed calendar days and not work days. All references to Consultant include all
personnel, employees, agents, and subcontractors of Consultant, except as otherwise
specified in this Agreement. All references to City include its elected officials, officers,
employees, agents, and volunteers except as otherwise specified in this Agreement. The
captions of the various articles and paragraphs are for convenience and ease of reference
only, and do not define, limit, augment, or describe the scope, content, or intent of this
Agreement.
3.5.14 Amendment; Modification: No supplement, modification, or
amendment of this Agreement shall be binding unless executed in writing and signed by
both Parties.
3.5.15 Waiver: No waiver of any default shall constitute a waiver of any
other default or breach, whether of the same or other covenant or condition. No waiver,
benefit, privilege, or service voluntarily given or performed by a Party shall give the other
Party any contractual rights by custom, estoppel, or otherwise.
3.5.16 No Third -Party Beneficiaries: There are no intended third -party
beneficiaries of any right or obligation assumed by the Parties.
3.5.17 Invalidity; Severability: If any portion of this Agreement is declared
invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the
remaining provisions shall continue in full force and effect.
3.5.18 Prohibited Interests: Consultant maintains and warrants that it has
not employed nor retained any company or person, other than a bona fide employee
working solely for Consultant, to solicit or secure this Agreement. Further, Consultant
warrants that it has not paid nor has it agreed to pay any company or person, other than
a bona fide employee working solely for Consultant, any fee, commission, percentage,
brokerage fee, gift or other consideration contingent upon or resulting from the award or
making of this Agreement. Consultant further agrees to file, or shall cause its employees
or subconsultants to file, a Statement of Economic Interest with the City's Filing Officer
as required under state law in the performance of the Services. For breach or violation of
this warranty, City shall have the right to rescind this Agreement without liability. For the
term of this Agreement, no member, officer or employee of City, during the term of his or
her service with City, shall have any direct interest in this Agreement, or obtain any
present or anticipated material benefit arising therefrom.
3.5.19 Equal Opportunity Employment: Consultant represents that it is an
equal opportunity employer and it shall not discriminate against any subcontractor,
employee or applicant for employment because of race, religion, color, national origin,
handicap, ancestry, sex or age. Such non-discrimination shall include, but not be limited
to, all activities related to initial employment, upgrading, demotion, transfer, recruitment
or recruitment advertising, layoff or termination. Consultant shall also comply with all
relevant provisions of City's Minority Business Enterprise program, Affirmative Action
Plan or other related programs or guidelines currently in effect or hereinafter enacted.
3.5.20 Labor Certification: By its signature hereunder, Consultant certifies
that it is aware of the provisions of Section 3700 of the California Labor Code which
require every employer to be insured against liability for Worker's Compensation or to
undertake self-insurance in accordance with the provisions of that Code, and agrees to
comply with such provisions before commencing the performance of the Services.
3.5.21 Authority to Enter Agreement: Consultant has all requisite power and
authority to conduct its business and to execute, deliver, and perform the Agreement.
Each Party warrants that the individuals who have signed this Agreement have the legal
power, right, and authority to make this Agreement and bind each respective Party.
3.5.22 Counterparts: This Agreement may be signed in counterparts, each
of which shall constitute an original.
3.6 Subcontracting.
3.6.1 Prior Approval Required: Consultant shall not subcontract any
portion of the work required by this Agreement, except as expressly stated herein, without
prior written approval of City. Subcontracts, if any, shall contain a provision making them
subject to all provisions stipulated in this Agreement.
[Signatures on next Page]
CITY OF ROSEMEAD
Ben Kim, City Manager Date
Attest:
Ericka Hernandez, City Clerk Date
Approved as to Form:
Lucien Global
By:
Name:
Title:
[If Corporation, TWO SIGNATURES,
President OR Vice President AND
Secretary, AND CORPORATE SEAL
OF CONTRACTOR REQUIRED]
Name:
Rachel Richman Date
City Attorney Title:
EXHIBIT A
SCOPE OF SERVICES/ RATE SCHEDULE
The Consultant shall provide federal advocacy, lobbying, and grant services to the City
per the proposal attached.
LL=
L U C I E N P A R T N E R S
To: City of Rosemead
From: Darryl Lucien, Partner. Lucien Partners
Date: November 20, 2025
Re: Revised Lucien Partners Proposal (November 2025)
SECTION 1: INTRODUCTION
Pursuant to a discussion with City Manager Ben Kim, City Manager of Rosemead
(Client), this memorandum concisely articulates a scope of work for Lucien
Partners to assist Client in accomplishing its budget advocacy objectives in
Sacramento, CA.
SECTION 2: SCOPE OF WORK
Lucien Partners will prioritize the City's needs in the State of California's annual
budget process. Activities include:
2.1 State Budget Strategy & Planning
• Identify relevant state funding opportunities, grants, and appropriations
aligned with the City's priorities.
• Develop strategic pathways to secure funding in the State's budget, including
identification of key legislative committees, decision -makers, and budget
timelines.
2.2 Representation During California Budget Cycle
• Advocate for City funding requests during all phases of the State budget
process, including Budget Subcommittee hearings, Conference Committee
deliberations, and negotiations leading to the Governor's May Revision and
final budget adoption.
• Engage directly with legislative offices, committee consultants, and
administration officials on behalf of the City.
2.3 Funding Request Development
• Prepare and refine budget request materials, one -pagers, project
justifications, talking points, and supporting documentation.
• Coordinate with City staff to ensure funding requests align with program
requirements and reflect the City's strategic priorities.
CELL (S62) 673-0682 ADDRESS 1017 L Street, # 426, Sacramento, CA 95814
PHONE (530) 601-9640 wEBSITE www.lucienpartners.com
EMAIL darryl@lucienpartners.com
LL=
L U C I E N PARTNERS
Lucien Partners will maintain timely communication with the City by:
2.4 Noteworthy Update Reporting
• Providing reports to the City when noteworthy updates or significant
developments occur related to the City's advocacy priorities, funding requests,
or relevant legislative actions.
• Noteworthy updates may include shifts in budget committee actions, new funding
opportunities, significant legislative amendments, or material changes
in the progress of City funding requests.
2.5 Regular Coordination
• Conducting conference calls or meetings with City staff as needed to discuss
strategy, progress, and upcoming opportunities, based on mutual availability
and the rhythm of the legislative and budget cycles.
2.6 Strategic Communications Support
• Assist the City in communications and public affairs strategies that
complement legislative and funding objectives.
• Provide guidance on messaging related to state -level initiatives and funding
priorities.
2.7 Coalition Building
• Identify opportunities for the City to join coalitions, collaborative efforts, or
regional partnerships that increase visibility and strengthen advocacy for
shared issues.
SECTION 3: COMPENSATION & TERM
Compensation — Lucien Partners proposes to offer all of the services identified in
Section 2 for a monthly retainer of Twelve Thousand Dollars ($12,000) per month.
Contract Term — Lucien Partners to offer all of the services identified in Section 2 for a
term of three years, beginning January 1, 2026 and ending January 1, 2029, unless
otherwise extended or terminated in writing.
CELL (562) 673-0682
PHONE (530) 601-9640
ADDRESS 1017 L Street, # 426, Sacramento, CA 95814
WEBSITE www.lucienpartners.com
EMAIL darryl@lucienpartners.com
EXHIBIT B
INSURANCE REQUIREMENTS
Prior to the beginning of and throughout the duration of the Work, Consultant will
maintain insurance in conformance with the requirements set forth below. Consultant will
use existing coverage to comply with these requirements. If that existing coverage does
not meet the requirements set forth here, Consultant agrees to amend, supplement or
endorse the existing coverage to do so. Consultant acknowledges that the insurance
coverage and policy limits set forth in this section constitute the minimum amount of
coverage required. Any insurance proceeds available to City in excess of the limits and
coverage required in this agreement and which is applicable to a given loss, will be
available to City.
Consultant shall provide the following types and amounts of insurance:
Commercial General Liability Insurance. Consultant shall maintain commercial
general liability insurance with coverage at least as broad as Insurance Services Office
form CG 00 01, in an amount not less than $1,000,000 per occurrence, $2,000,000
general aggregate, for bodily injury, personal injury, and property damage. The policy
must include contractual liability that has not been amended. Any endorsement restricting
standard ISO "insured contract" language will not be accepted.
Business Auto Coverage on ISO Business Auto Coverage form CA 00 01 including
symbol 1 (Any Auto) or the exact equivalent. Limits are subject to review, but in no event
to be less than $1,000,000 per accident. If Consultant owns no vehicles, this requirement
may be satisfied by a non -owned auto endorsement to the general liability policy
described above. If Consultant or Consultant's employees will use personal autos in any
way on this project, Consultant shall provide evidence of personal auto liability coverage
for each such person.
Workers Compensation on a state -approved policy form providing statutory
benefits if required by law with employer's liability limits no less than $1,000,000 per
accident or disease.
Excess or Umbrella Liability Insurance (Over Primary) if used to meet limit
requirements, shall provide coverage at least as broad as specified for the underlying
coverages. Any such coverage provided under an umbrella liability policy shall include a
drop down provision providing primary coverage above a maximum $25,000 self -insured
retention for liability not covered by primary but covered by the umbrella. Coverage shall
be provided on a "pay on behalf basis, with defense costs payable in addition to policy
limits. Policy shall contain a provision obligating insurer at the time insured's liability is
determined, not requiring actual payment by the insured first. There shall be no cross -
liability exclusion precluding coverage for claims or suits by one insured against another.
Coverage shall be applicable to City for injury to employees of Consultant, subconsultants
or others involved in the Work. The scope of coverage provided is subject to approval of
City following receipt of proof of insurance as required herein. Limits are subject to review
but in no event less than $1 Million per occurrence.
Professional Liability or Errors and Omissions Insurance as appropriate shall be
written on a policy form coverage specifically designed to protect against acts, errors or
omissions of the consultant and "Covered Professional Services" as designated in the
policy must include work performed under this agreement. The policy limit shall be no
less than $1,000,000 per claim and in the aggregate. The policy must "pay on behalf of
the insured and must include a provision establishing the insurer's duty to defend the
Named Insured. The policy retroactive date shall be on or before the effective date of this
agreement.
Acceptable insurers. All insurance policies shall be issued by an insurance
company currently authorized by the Insurance Commissioner to transact business of
insurance or is on the List of Approved Surplus Line Insurers in the State of California,
with an assigned policyholders' Rating of A- (or higher) and Financial Size Category Class
VII (or larger) in accordance with the latest edition of Best's Key Rating Guide, unless
otherwise approved by the Agency's Risk Manager.
General conditions pertaining to provision of insurance coverage by Consultant.
Consultant and City agree to the following with respect to insurance provided by
Consultant:
1. Consultant agrees to have its insurer endorse the third -party general liability
coverage required herein to include as additional insureds City, its officials,
employees and agents, using standard ISO endorsement No. CG 2010 (or
otherwise consistent with the insurer's endorsement). Consultant also
agrees to require all contractors, and subcontractors to do likewise.
2. No liability insurance coverage provided to comply with this Agreement shall
prohibit Consultant, or Consultant's employees, or agents, from waiving the
right of subrogation prior to a loss. Consultant agrees to waive subrogation
rights against City regardless of the applicability of any insurance proceeds,
and to require all contractors and subcontractors to do likewise.
3. All insurance coverage and limits provided by Contractor and available or
applicable to this agreement are intended to apply to the full extent of the
policies. Nothing contained in this Agreement or any other agreement
relating to the City or its operations limits the application of such insurance
coverage.
4. None of the coverages required herein will be in compliance with these
requirements if they include any limiting endorsement of any kind that has
not been first submitted to City and approved of in writing.
5. No liability policy shall contain any provision or definition that would serve
to eliminate so-called "third party action over" claims, including any
exclusion for bodily injury to an employee of the insured or of any contractor
or subcontractor.
6. All coverage types and limits required are subject to approval, modification
and additional requirements by the City, as the need arises. Consultant shall
not make any reductions in scope of coverage (e.g. elimination of
contractual liability or reduction of discovery period} that may affect City's
protection without City's prior written consent.
7. Proof of compliance with these insurance requirements, consisting of
certificates of insurance evidencing all of the coverages required and an
additional insured endorsement to Consultant's general liability policy, shall
be delivered to City at or prior to the execution of this Agreement. In the
event such proof of any insurance is not delivered as required, or in the
event such insurance is canceled at any time and no replacement coverage
is provided, City has the right, but not the duty, to obtain any insurance it
deems necessary to protect its interests under this or any other agreement
and to pay the premium. Any premium so paid by City shall be charged to
and promptly paid by Consultant or deducted from sums due Consultant, at
City option.
8. Certificate(s) are to reflect that the insurer will provide 30 days notice to City
of any cancellation of coverage. A ten (10) day notice to City shall apply to
nonpayment of premiums. Consultant agrees to require its insurer to modify
such certificates to delete any exculpatory wording stating that failure of the
insurer to mail written notice of cancellation imposes no obligation, or that
any party will "endeavor" (as opposed to being required) to comply with the
requirements of the certificate.
9. It is acknowledged by the parties of this agreement that all insurance
coverage (except Professional Liability and Workers' Compensation)
required to be provided by Consultant or any subcontractor, is intended to
apply first and on a primary, noncontributing basis in relation to any other
insurance or self-insurance available to City.
10. Consultant agrees to ensure that subcontractors, and any other party
involved with the project who is brought onto or involved in the project by
Consultant, provide the same minimum insurance coverage required of
Consultant. Consultant agrees to monitor and review all such coverage and
assumes all responsibility for ensuring that such coverage is provided in
conformity with the requirements of this section. Consultant agrees that
upon request, all agreements with subcontractors and others engaged in
the project will be submitted to City for review.
11. Consultant agrees not to self -insure or to use any self -insured retentions or
deductibles on any portion of the insurance required herein and further
agrees that it will not allow any contractor, subcontractor, Architect,
Engineer or other entity or person in any way involved in the performance
of work on the project contemplated by this agreement to self -insure its
obligations to City. If Consultant's existing coverage includes a deductible
or self -insured retention, the deductible or self -insured retention must be
declared to the City. At that time the City shall review options with the
Consultant, which may include reduction or elimination of the deductible or
self -insured retention, substitution of other coverage, or other solutions.
12. The City reserves the right at any time during the term of the contract to
change the amounts and types of insurance required by giving the
Consultant ninety (90) days advance written notice of such change. If such
change results in substantial additional cost to the Consultant, the City will
negotiate additional compensation proportional to the increased benefit to
City.
13. For purposes of applying insurance coverage only, this Agreement will be
deemed to have been executed immediately upon any party hereto taking
any steps that can be deemed to be in furtherance of or towards
performance of this Agreement.
14. Consultant acknowledges and agrees that any actual or alleged failure on
the part of City to inform Consultant of non-compliance with any insurance
requirement in no way imposes any additional obligations on City nor does
it waive any rights hereunder in this or any other regard.
15. Consultant will renew the required coverage annually as long as City, or its
employees or agents face an exposure from operations of any type
pursuant to this agreement. This obligation applies whether or not the
agreement is canceled or terminated for any reason. Termination of this
obligation is not effective until City executes a written statement to that
effect.
16. Consultant shall provide proof that policies of insurance required herein
expiring during the term of this Agreement have been renewed or replaced
with other policies providing at least the same coverage. Proof that such
coverage has been ordered shall be submitted prior to expiration. A
coverage binder or letter from Consultant's insurance agent to this effect is
acceptable. A certificate of insurance and/or additional insured
endorsement as required in these specifications applicable to the renewing
or new coverage must be provided to City within five days of the expiration
of the coverages.
17. The provisions of any workers' compensation or similar act will not limit the
obligations of Consultant under this agreement. Consultant expressly
agrees not to use any statutory immunity defenses under such laws with
respect to City, its employees, officials and agents.
18. Requirements of specific coverage features, or limits contained in this
section are not intended as limitations on coverage, limits or other
requirements nor as a waiver of any coverage normally provided by any
given policy. Specific reference to a given coverage feature is for purposes
of clarification only as it pertains to a given issue, and is not intended by any
party or insured to be limiting or all inclusive.
19. These insurance requirements are intended to be separate and distinct from
any other provision in this agreement and are intended by the parties here
to be interpreted as such.
20. The requirements in this Section supersede all other sections and
provisions of this Agreement to the extent that any other section or provision
conflicts with or impairs the provisions of this Section.
21. Consultant agrees to be responsible for ensuring that no contract used by
any party involved in any way with the project reserves the right to charge
City or Consultant for the cost of additional insurance coverage required by
this agreement. Any such provisions are to be deleted with reference to City.
It is not the intent of City to reimburse any third party for the cost of
complying with these requirements. There shall be no recourse against City
for payment of premiums or other amounts with respect thereto.
Consultant agrees to provide immediate notice to City of any claim or loss against
Consultant arising out of the work performed under this agreement. City assumes no
obligation or liability by such notice but has the right (but not the duty) to monitor the
handling of any such claim or claims if they are likely to involve City.
Attachment B
First Amendment to David Turch
and
Associates Agreement
FIRST AMENDMENT
TO FEDERAL LEGISLATIVE ADVOCACY SERVICES
(DAVID TURCH AND ASSOCIATES)
This First Amendment ("Amendment") is made and entered into this 09th day of
December 2025 ("Effective Date"), by and between the City of Rosemead, a municipal
organization, organized under the laws of the State of California with its principal place of
business at 8838 East Valley Blvd., Rosemead, California 91770 ("City") and David Turch
and Associates with its principal place of business at 517 2nd Street, Northeast, Washington
D.C. 20002 ("Contractor"). City and Contractor are sometimes individually referred to herein
as "Party" and collectively as "Parties."
WHEREAS, City and Contractor entered into an agreement on September 24th, 2024, for
Federal legislative advocacy services ("Agreement"), in the amount of five thousand five
hundred dollars ($5,500) each month, totaling Sixty -Six Thousand Dollars ($66,000) per fiscal
year; and
WHEREAS, on October 28, 2025, the City Council provided direction to expand services
of this Agreement to increase efforts to secure grant and earmark funding; and
WHEREAS, the Contractor has proposed an expansion of services to augment the Scope
of Services ("Services"); and
WHEREAS, the Contractor has proposed an increase in compensation to eleven
thousand dollars ($11,000) each month, totaling one -hundred thirty-two thousand dollars
($132,000); and
WHEREAS, the City now desires to approve a First Amendment to: (1) incorporate the
expansion in Services and (2) increase the compensation amount from five thousand five
hundred dollars ($5,500) to eleven thousand dollars ($11,000) each month, totaling one -
hundred thirty-two thousand dollars ($132,000) per fiscal year.
NOW, THEREFORE, the Parties agree as follows:
SECTION 1. Exhibit A — Scope of Services shall be amended to include the Contractor's
proposal to expand Services, see attached.
SECTION 2. Section 3.3.1 "Compensation" shall be amended to read:
Consultant shall receive compensation, including authorized reimbursements, for all
Services rendered under this Agreement and shall not exceed One -Hundred Thirty -Two
Thousand dollars ($132,000) per fiscal year. The City agrees to pay Consultant a fee of
Eleven Thousand Dollars ($11,000) a month. Consultant's scope of services and rate
schedule is hereby incorporated and found in Exhibit "A". Extra Work may be authorized
in writing , as described below, and will be compensated at the rates and manner set forth
in this Agreement.
SECTION 3. All other terms, condition, and provisions of the Original Agreement not in
conflict with this Addendum, shall remain in full force and effect.
SECTION 4. The City Clerk shall certify to the adoption of this Addendum and hereafter the
same shall be in full force and effect.
IN WITNESS WHEREOF, City and Contractor have caused this Agreement to be
executed by their duly authorized representatives as of the day and year first above
written.
CITY OF ROSEMEAD
IWA
Attest:
City Clerk
I1-YA
Ben Kim, City Manager
Rachel Richman, City Attorney
2
DAVID TURCH AND ASSOCIATES
BY:
Name:
Title:
(If Corporation, TWO SIGNATURES,
President OR Vice President AND
Secretary, AND CORPORATE SEAL
OF CONTRACTOR REQUIRED)
BY:
Name:
Title:
FEDERAL ADVOCACY SERVICES
AMENDED PROPOSAL
FOR
CITY OF ROSEMEAD
CALIFORNIA
SUBMITTED BY:
Tavid Jurch and associates
NOVEMBER 24, 2025
Tavid Jurch and vWssociates
TABLE OF CONTENTS
SECTION
1 Cover Letter
2 Introduction
3 Approach and Resources
4 Scope of Services
5 Firm Successes
6 David Turch and Associates Advocacy Team
7 Cost Proposal
2
PAGE
3
4
4
6
8
11
13
David lurch and vWssociates
SECTION 1 COVER LETTER
November 24, 2025
Ben Kim, City Manager
City of Rosemead
8838 East Valley Boulevard
Rosemead, California 91770
Dear Mr. Kim:
David Turch and Associates submits this proposal to amend our current contract with the City of
Rosemead to reflect the City's interest in expanding its federal agenda to advance long-term, multi-
year funding priorities. We look forward to continuing to promote the City's legislative, regulatory
and funding priorities at the federal level.
As you know, David Turch and Associates is a successful, experienced, and well -respected federal
government relations firm operating continuously since 1987. We represent more than two dozen
local government entities across the United States and with private sector companies domestically
based and abroad. The primary focus of our federal advocacy, however, involves servicing our
municipal clients in California.
Our success on behalf of the City of Rosemead is based on hard work and experience. We
understand the institutions, the people and the processes of our federal system. Members of our
firm have a thorough knowledge of the federal government, arising from their previous service in
the House, Senate and Executive Branch. We have close working relationships with many
Members of Congress on both sides of the aisle and with agencies across the federal spectrum of
interest to you. Consequently, our work is relatively unaffected by changes in congressional
leadership. We are respected for our integrity and work ethic in representing our clients.
David Turch and Associates is an experienced federal government relations firm with a proven
track record of success. We look forward to continuing to provide Rosemead with the excellent
representation in Washington you deserve.
Sincerely,
4
David N. M. Turch
SECTION 2 INTRODUCTION
David Turch and Associates was founded by Mr. Turch in 1987 and has operated continuously
without interruption for the past 37 years. The firm is a sole -proprietorship. We comply with all
Federal lobbying reporting requirements.
We work with public entities in California, Montana and Minnesota. We represent municipalities,
water agencies, transit agencies, planning organizations, airports, economic development agencies,
joint powers authorities (JPAs), and counties. We also work for private corporations and non-
profits.
As you know from our current working relationship, we maintain close ties with our clients. We
make frequent visits to your area. We listen. We work hard to understand your current and future
needs and plans. We appreciate the role everyone plays in this team effort. We will continue to
work with you to review and update the City's short- and long-term priorities. We will identify
specific appropriations and grant funding opportunities to meet your agenda. In collaboration with
you, we will plan how best to position Rosemead's project funding requests in the upcoming
Community Project Funding (earmark) process. Following these planning discussions, we will
contact your congressional delegation, relevant House and Senate committees, and federal
agencies on your updated policy goals and project list. We will work with you to plan City
advocacy visits to Washington, DC. These trips can be timed to overlap with City related
conferences in our nation's capital.
One of the most effective ways to promote the City's priorities is by leveraging Rosemead's
elected officials in Washington, DC. We will encourage the City to continue to send a group of
officials to meet with congressional representatives and relevant House/Senate committees and
federal agencies in the winter or spring of each calendar year. If Council members are unable to
come to Washington, DC as part of a City delegation, we will piggy -back on any non -City related
trips Council members may take to our nation's capital. Your involvement in the federal advocacy
process and engagement in public policy deliberations is integral to successfully advancing the
City's priorities.
SECTION 3 APPROACH AND RESOURCES
In the past few years, the City of Rosemead has been pursuing smaller scope projects through the
annual appropriations process (Community Project Funding/earmarks). This is perfectly
reasonable and in line with earmark funding allocations. However, for larger ticket projects, the
earmark process may not be entirely appropriate to pursue and likely require the need to be paired
with federal competitive grants and local/state funding. With an established priority list of long-
term initiatives, along with delineated project timelines and potential local funding matches, we
will be in a stronger position to marshal our resources and focus in achieving Rosemead's
objectives. We plan to work with your Council and staff to identify priorities and funding strategies
for each listed project. City Council and staff direction and teamwork is imperative in advancing
your agenda.
4
With a more organized, targeted and sanctioned list of projects, we can work with City staff in
developing realistic goals and benchmarks to measure our progress. For instance, next year the
City should have two bites at the congressional funding apple through: (1) Fiscal Year 2027
Community Project Funding; and (2) the reauthorization of the Surface Transportation bill which
can accommodate larger funding requests than the annual appropriations process. We should begin
to review various transportation -related project priorities now (East-West and/or North -South road
improvements, bike/pedestrian trails, traffic signalization and/or calming zones, etc.)
During your upcoming Washington, DC advocacy trips, besides congressional meetings, we will
schedule agency meetings to explore specific grant opportunities that match your priorities. We
will review these discretionary grants with City staff and, if necessary, follow up with agency
program managers to fully vet program parameters. Understanding grant objectives as well as
when and how the grant is approved and disbursed is critical to achieving success. When
appropriate, we will leverage congressional support for your initiatives.
Council/City Staff Workshop
As part of our effort to strengthen the City of Rosemead's federal agenda, we recommend holding
a federal workshop for your Council and staff members at a time of your convenience. We have
found that annual workshops act as a constructive format to get Council members' input and
direction on their federal priorities. During our presentation, we will provide an overview of the
federal budget process, explore your priorities and federal funding opportunities and, in
coordination with City staff, recalibrate your priority list, if necessary.
Additional Resources and Strategies
David Turch and Associates has the right people to achieve your objectives. We have the
institutional knowledge to expertly navigate Congress and the Executive Branch. We pride
ourselves on working year-round for our clients and are accessible through many means of
communication.
We work in sync with you as a team to achieve your federal priorities. Jamie Jones will continue
to serve as the City's primary point of contact and oversee the day-to-day management of the
account. David Turch will be available to provide strategic guidance and support. Kevin Bosch
will provide daily review of grant opportunities, congressional and agency actions and be available
to research any questions you may have on legislative, regulatory and funding matters. Seanne
Weekes and Khadija Boutarbouche will provide support in advancing the City's short- and long-
term project priorities. In short, all members of the firm will be expected to advance the City's
federal priorities.
The City's revised federal agenda will in large measure dictate the number and timing of DC
advocacy trips. At this point in time, we recommend an advocacy trip in early spring and a second
trip in July or September. However, that timeline may very well change depending on the City's
annual Community Project Funding requests and relevant agency notice of funding opportunities.
While we already communicate with City staff on a regular basis, we will need to increase the
frequency of our discussions with relevant City staff via in -person meetings, telephone calls and
emails, particular as it relates to examining federal grant opportunities that match your long-term
priorities. We also will have to dedicate more staff resources in dealing with federal grant program
managers who administer grants of interest to Rosemead.
As discussed above, the key steps, milestones and when the City might expect progress or results
will depend on your projects' scopes and timelines as well as other factors such as when the City
can secure local match requirements. For instance, large-scale infrastructure projects normally
take years to design, build and fund. As the City decides which priority or priorities to pursue, we
will establish, in consultation with City staff, benchmarks to measure our progress and success.
We will develop a funding strategy for each City project. Funding strategies may include pursuing
support through the annual appropriations process, congressional authorization/reauthorization
legislation, agency grants or through a combination of all three funding steps. In advancing your
projects, we will leverage local, business, regional community/political support. Being proactive
in building a network of project supporters boost the chances of securing more federal funding.
SECTION 4 SCOPE OF SERVICES
Congressional Timeline -- January through mid -April is the time when City officials across the
country frequently come to Washington, DC for the annual meetings of the U.S. Conference of
Mayors, the National League of Cities, the American Public Transit Association and other
organizations that deal with public sector issues. If Rosemead officials are in town for these
activities, we will encourage you to also participate in Capitol Hill and agency meetings specific
to your interests. We will organize these meetings around your planned itinerary. This will give us
the opportunity to further promote the City's federal agenda.
During March, April and May, appropriations committees hold their most important hearings on
the President's budget proposal. These hearings offer an excellent opportunity to deliver your
message. We can arrange for you to testify at a hearing as well as help to draft your statement.
From about April through September, we regularly meet with Members, senior committee
professional staff and executive branch officials to monitor the progress of funding priorities, grant
applications and other City interests. Appropriations bills are frequently passed on very short
notice. An entire year's hard work can be lost overnight. Additional visits, phone calls and letters
to congressional offices may be required to ensure the City's interests are protected. The identities
and agendas of the decision -makers may not be apparent to outsiders. We know how to close the
deal.
How We Serve as Your Congressional/Federal Liaison -- One important part of congressional
liaison work is simply to be there. We are. We talk with Members and their staffs and understand
the latest developments. David Turch and Associates' physical location in a historic district
adjacent to the Senate office buildings on Capitol Hill helps. Promoting your program and interests
to the Congress and federal agencies is best done by keeping it simple. We help develop material
and messages that can be encapsulated in one page — or less. The detail, when required, will be
attached but the message or request needs to be clear and concise. The follow-up is crucial.
Reminders are constantly made with key congressional offices and federal agencies. We keep you
informed of progress and problems. Besides monitoring federal budgetary issues for Rosemead,
we will also track legislative bills that may have a positive or negative affect on the City. When
appropriate, we will work in sync with national organizations like the US Conference of Mayors
and the National League of Cities (NLC) to advance your priorities.
Federal Funding Opportunities -- We will continue to match the City's priorities with current
federal funding programs. We have one of the most sophisticated grant tracking programs in
Washington. We systematically search for funding programs that will meet your needs. We flag
all relevant funding opportunities and guide you through the application process. We work with
you to implement our strategy to win political support and pursue funding for your various
priorities. And, of course, we work with your congressional delegation to leverage their support
for your federal funding requests as well as advise them of your legislative/regulatory interests and
concerns.
As part of our effort to strengthen the City's federal agenda, we recommend holding a federal
workshop for the Council at a time of your convenience. We have found that these workshops act
as a constructive way to get Council input and direction on the City's federal priorities and
interests. We will provide an overview of the federal budget process, explore different City
priorities and federal funding opportunities, including the restoration of community project
funding (earmarks) and recalibrate, if necessary, the City's federal agenda.
Reporting -- We place great emphasis on communication. This is done through personal updates
and frequent visits to Rosemead. We will communicate with the City extensively and regularly
expect to hear from you. This gives the City immediate information and provides you with the
ability to ask detailed questions and provide specific direction. Such personal service fosters
improved relations and provided a forum for more detailed examination of your federal issues.
This clear understanding of the City's direction is most useful during the legislative session when
we arrange meetings and the opportunity for you to testify before the federal government. Your
issues are important -- they deserve proper acknowledgment and action.
We currently have biweekly video calls with some clients to provide updates. We use any format
our clients want for communication: calls, texts, email, reports and in -person meetings here in DC
or in Rosemead. Our communications with the City will be personalized to fit your needs and
desires.
Collaborating With National Associations/Organizations -- -- To further enhance the City of
Rosemead's presence in Washington, DC, we belong to, or actively participate in, a number of
organizations which include:
• League of California Cities
• California State Association of Counties
• Washington Area Transit Industry Representatives
• The U.S. Conference of Mayors
• The National League of Cities
7
a The National Association of Counties
The National Association of Housing and Redevelopment Officials
Women in Government Relations
When appropriate, we coordinate and cooperate with organizations and associations, public and
private sector entities to advance common legislative objectives. Moreover, by leveraging
nationally based organizations representing public sector interests, particularly during
policy/programmatic campaigns targeting Congress and the administration, we can more
effectively advance the City's interests.
SECTION 5 FIRM SUCCESSES
Besides working with Rosemead in securing various earmarks from Representative Judy Chu, we
have established a strong record of success in meeting our clients' funding objectives:
City of Temecula, California
We worked with the City of Temecula in securing a $50,000,000 USDOT INFRA grant for the
French Valley Parkway I-15 Phase 2 project which added 3 miles of new collector/distributor lanes
and an overpass bridge to relieve local traffic on the northbound I-15. The project was completed
in 2025, and we have since been working to set the city up for success in funding the next phase
of the project on the southbound side of I-.15.
City of Santee, California
The City of Santee secured $9,500,000 in Community Project Funding (earmarks) for their SR-52
Congestion Improvement Project. This project will add a 4.2-mile westbound auxiliary and truck
climbing lane from Mast Boulevard to Santo Road and will reduce peak hour travel time by up to
33% and improve traffic flow. SR-52 is a regionally significant, east -west highway connecting
residents in suburban and rural areas of east San Diego County to employment centers. The route
is a major corridor for freight and vehicle traffic coming from the U.S.-Mexico border via State
Route 125.
City of Montclair, California
The City of Montclair secured $800,000 in the FY23 Consolidated Appropriations Act to purchase
body -worn cameras and related data server systems to be used by police officers during contact
with residents and visitors to the Montclair community.
The City of Montclair secured $2,000,000 in the FY22 Consolidated Appropriations Act for
improvements to their Saratoga Park. Funding was used to update a heavily used community
recreation facility and to provide needed infrastructure improvements to the baseball field and
associated facilities at Saratoga Park. The project addressed existing ADA compliance needs,
retrofitted and refurbished the existing community recreation facility, and modernized and
improved the existing baseball facilities.
West Valley Water District, California
Secured $2,000,000 for WVWD's Bloomington Alleyway Pipeline Project in the FY22
Consolidated Appropriations Act. Funding is administered by the USEPA under the State and
Tribal Assistance Grant (STAG) program. WVWD is phasing in new water pipelines, smart water
meters and hydrants for residents in Bloomington, an unincorporated area designated as a
disadvantaged community by the California Public Utilities Commission. The area is largely
defined by widespread poverty, high unemployment, and air and groundwater pollution.
Completion of this project will help the District continue to provide safe, reliable and affordable
supply of drinking water to Bloomington ratepayers,
IEWORKS -- We worked on securing congressional and Department of Education support for a
joint application spearheaded by Jewish Vocational Service (JVS)BAYWORK and West Valley
Water District, among other partners in the Inland Empire, which was funded by the US
Department of Education through the FY 2020 Education Stabilization Fund: Reimagine
Workforce Preparation (ESF-RWP) Grants Program. The California Department of Employment
Development was the lead applicant. The award, which was announced in October 2020, was for
$14,440,118 to be allocated among five projects, including the JVSBAWORK Inland Empire
initiative.
The San Bernardino County Workforce Development Board, the Los Angeles Black Worker
Center, San Bernardino Valley College (SBVC), San Bernardino City Unified School District's
Career Technical Education (CTE) program, West Valley Water District, and other local water
and wastewater agencies and their labor partners comprise this partnership. This program
replicates the successful model of regional outreach, training, internships, and support pioneered
through BAYWORK, a water utilities consortium in the San Francisco Bay Area. The Inland
Empire partnership creates a talent pipeline to meet industry needs by recruiting college students
and co -enrolled high school students in San Bernardino Valley College's Water Technology
Program, increasing access to apprenticeship training, and preparing students for entry-level jobs
in essential water and adjacent fields. Grant funds support partner -led coordination, recruitment,
and classroom training efforts; create internships; leverage local union and community college
support to develop a regional apprenticeship program; and fund employer -provided on-the-job
experience to ultimately connect vulnerable job seekers to high -quality jobs.
EPA WIFIA — We worked with WVWD Board members and staff, Corolla consultants, in
releasing a Letter of Interest to the US Environmental Protection Agency to participate in the Water
Infrastructure Finance and Innovation Act (WIFIA) loan program to help fund the expansion of
the Oliver P. Roemer Water Filtration Facility Project. We secured support letters from Senators
Dianne Feinstein, Kamala Harris and Representatives Pete Aguilar and Norma Torres. In pursuing
a WIFIA loan, we organized meeting with EPA in 2018 and 2019 for WVWD Board members and
staff to discuss the program parameters. In January 2021, the EPA invited WVWD to submit a
WIFIA loan application for up to $25 million.
$300,000 WaterSMART Grant — In 2018, WVWD was interested in modifying a 2015 $300,000
Bureau of Reclamation WaterSMART grant from a purely turf replacement project to an irrigation
installment project. We raised the issue with BOR headquarters in Washington, DC and with the
agency's Temecula Office. We scheduled follow up conference calls with BOR Temecula
officials and secured approval for WVWD to modify the grant.
City of Chino, California
Chino secured $2,000,000 in the FY23 Consolidated Appropriations Act for its new treatment
plant for groundwater wells 4 and 6. The project entails a new 2 million gallon per day (MGD)
groundwater treatment facility to address water supply needs from wells 4 and 6. Currently, the
wells are inactive due to water quality contamination. Chino Basin historically has been a center
of agricultural and manufacturing activities that have contributed significantly to the
contamination of the basin as a whole. The City has experienced nitrate, TCP-123 and other
contaminations at other well sites and is constructing treatment plants to address these issues.
We worked with the City of Chino in 2019/2020 in securing a Bureau of Reclamation Drought
Resiliency grant in the amount of $750,000 for Chino Well 14 On -site Wellhead Treatment. We
worked with Bureau officials in Washington, DC, their regional office in Colorado, and their local
office in Temecula in securing the grant. The City will construct an on -site wellhead treatment
facility to bring a well back into service that had been retired due to groundwater contaminants.
The project will provide 3,705 acre-feet per year of treated water to the local potable supply.
Almost half of the City's supply is provided by groundwater and this project will support the City
in increasing the reliability of its local supplies. The City submitted a previous application for the
project in 2018/2019. We scheduled a debrief with the Bureau in 2019 which was critical in
identifying the parts of the application that needed to be modified and strengthened.
ICI System, California
The Interagency Communications Interoperability (ICI) System Joint Powers Authority, a public
safety communications network that serves more than 60 municipal Fire and Police agencies and
their more than 25 Regional 9-1-1 emergency Dispatch Centers as a primary Land Mobile Radio
(LMR) System in Los Angeles County. Most recently, we worked with the ICI System Board of
Directors in securing $2,500,000 in congressional funding to update their communications system.
In addition, we coordinated with ICI member agencies in our outreach to the Federal
Communications Commission and Congress and successfully overturned a provision in public law
that mandated the FCC to reallocate and auction public safety T-Band (470-512 MHz) — spectrum
used for mission critical voice communications in some of the largest metropolitan areas in the
country, including Los Angeles, New York, Boston, Chicago, and Philadelphia. We worked to
gain congressional legislative support in both chambers of Congress, worked closely with the
chairmen and ranking members of the House Energy and Commerce Committee, the Senate
Commerce, Science and Transportation Committee and congressional leaders from both sides of
the aisle to secure the adoption of our provision in a pandemic relief package enacted into law in
December 2020. This legislative provision saved our client and its member agencies more than
$300 million and preserved T-Band as the backbone of their interoperable public safety radio
system.
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City of Imperial, California
The City of Imperial secured $1,200,000 in the FY 23 Consolidated Appropriations Act for their
Imperial Community Kitchen Incubator Project, which will provide micro -business owners the
opportunity to test their products on the market while learning valuable finance skills to sustain
their businesses. The City wants to create five to eight successful community incubators within
the community; thus creating twenty-five to forty permanent jobs. This project will serve the local
population of 20,263 residents.
Ontario International Airport, California
When "earmarks" were forbidden, we were successful in amending a federal statute to allow a
transfer of up to $70 million between Ontario International Airport and LAX (Los Angeles
International Airport) as part of a campaign to return ownership of Ontario International Airport
to the City of Ontario, California. Over a period of ten months, we secured the introduction of
stand-alone, companion bills in each chamber of Congress, overcame earmark concerns, ensured
our legislative text was part of the House and Senate respective FAA reauthorization measures
and, as a fallback plan, inserted our provision in the Senate Transportation -HUD Appropriations
bill. Enactment of our legislative fix amending the statute governing Passenger Facility Charges
(PFC) authorized the transfer of funds between Ontario International Airport and LAX — a
legislative fix that only applied to these two airports. While the adopted amendment language
appeared to be the very definition of an earmark -- we still won.
SECTION 6 DAVID TURCH AND ASSOCIATES ADVOCACY TEAM
David Turch
David Turch served more than fifteen years as a legislative aide with Members of both the U.S.
House and Senate and both major political parties. After a career on Capitol Hill, he became a
division director for two of the nation's largest public relations firms. There, David achieved
substantial expertise in the development of successful government marketing strategies. In August
of 1987 he founded David Turch and Associates at its present location on Capitol Hill. David was
graduated from Saint John's University with majors in economics and business administration.
David Turch will oversee the contract administration.
Jamie Jones
Jamie Jones has been with David Turch and Associates for the past 25 years focusing on meeting
our clients' interests in public safety, transportation, aviation, economic development, defense,
environment, and water related matters. Jamie has extensive experience working with
municipalities, particularly in California.
Prior to joining the firm, Jamie worked for twelve years in the U.S. House of Representatives. As
a senior level staffer for a member from the Los Angeles County Congressional Delegation, Jamie
managed the legislative operations of the office and worked closely with both the Republican and
Democratic leaderships of the House. Jamie previously worked as a consultant/advance
representative on a congressional campaign in New York City. He also was a senior associate for
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a New York -based financial institution. Jamie holds an advanced degree in International Affairs
from The American University.
Kevin Bosch
Kevin Bosch has worked for David Turch and Associates since 1993. He currently manages the
research operations for the firm. In this capacity, he tracks and analyzes legislative and regulatory
actions of the federal government. Additionally, Mr. Bosch analyzes and monitors the grant
process and opportunities within the executive branch, including the interplay of the Congress and
executive branch in spending decisions. Kevin also assists in servicing all the clients. His decades
of experience studying the intricacies of our federal system is unparalleled. He is a tried-and-true
problem solver. Mr. Bosch received his Master of Arts degree in Comparative Politics from the
American University in Washington D.C. He holds a Bachelor of Arts degree in Political Science
from Calvin College in Grand Rapids, Michigan. Kevin will work closely with Jamie Jones to
achieve Beaumont's objectives.
Marilyn Campbell
Marilyn Campbell is our chief operating officer and has been with the firm since 1990. A native
Washingtonian, Marilyn brings extensive management and political experience including staff
service on the House Rules Committee, the most powerful committee in Congress. Ms. Campbell
also served as a staff member to the Senate Committee on Energy and Natural Resources and the
Senate Committee on the Judiciary. Subsequently, Marilyn managed some of Washington's top
law firms and the Washington office of Ferranti International of the United Kingdom, at the time
one of the world's leading defense contractors.
Col. Vic Tambone (USAF Ret.)
Mr. Tambone served the country as an Air Force officer for twenty-four years, rising to the rank
of colonel. In addition to being a pilot, staff officer, and commander, he served with distinction in
the Office of Legislative Liaison for the Secretary of the Air Force. Tambone also served as a
program manager for aircraft acquisition, an Advance Agent for Presidential Flight Support, and
the military aide to Secretary Henry Kissinger. President Bush appointed Mr. Tambone as the first
Chief of Staff, Science and Technology Directorate, U.S. Department of Homeland Security,
where he served as special advisor to the members of the Under Secretary's immediate staff and
also as a liaison to other components of the Department, the Administration, and the US Congress.
Victor Tambone attended the Virginia Military Institute and graduated from the United States Air
Force Academy. He earned a Bachelor of Science degree in aeronautic engineering and a minor in
astronautic engineering. He also holds an advanced degree in international politics from Webster
University and is a graduate of the Harvard University Kennedy School of Government, and
National Preparedness Leadership Institute.
Joseph McLean
Joseph McLean was a member of the founding leadership team of Barak Obama's successful U.S.
Senate race and managed Governor L. Douglas Wilder's historic election in Virginia, as well as
engineering dark horse victories in California, Michigan and Kentucky. He created the institutional
development plan for VoteVets.org and The Lantern Project, two groundbreaking new concepts
that fundamentally changed the political landscape. Joe served as President and CFO of Heflin &
Company, Inc., a commercial construction company in Nashville, and is the fifth generation to
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raise cotton on his family farm in Quincy, Tennessee. Joe served as legislative assistant in the
Tennessee congressional delegation for Ed Jones and was a Campaign Finance Analyst with the
Clerk of the U.S. House of Representatives. Joe holds a A.S. in History/Economics from Freed-
Hardeman University, and a B.S. in Political Science/Economics from Middle Tennessee State
University.
Elaine Temple
Prior to joining the firm, Elaine Temple worked for 30 plus years helping governmental entities
with capital financing and legislative affairs. Elaine began her career in finance with a regional
bank specializing in equipment finance for cities, counties, and governmental agencies. Elaine
was responsible for all areas of the division including marketing, sales, pricing, and governmental
affairs. At her retirement, the division was the largest corporate lending area in the bank. Elaine
has a Bachelor of Science degree with an emphasis on finance and accounting from the University
of Southern Mississippi and a degree from LSU Graduate School of Banking.
Seanne Weekes
Seanne is a former Presidential Management Fellow, Returned Peace Corps Volunteer, and United
Nations- National Capital Area Fellow with a Master in Arts degree in `International Peace and
Conflict Resolution' from American University in Washington, D.C. She previously worked in the
U.S. Department of Agriculture in Internal Controls, the Department of Homeland Security in
Transportation Security, and interned in the U.S. House of Representatives. She has worked in
industries ranging from customer service and hospitality to data analytics and audits, and brings
strong interpersonal, communication and data management skills to the team. Seanne has a
Bachelor of Arts degree in Economics from Sweet Briar College with an emphasis in international
relations and environmental studies. She was born and raised in California.
Khadija Boutarbouche
Khadija is a Staff Assistant at David Turch and Associates. She was born in Morocco and moved
to the United States in 1989. She is fluent in English, French, and Arabic. Khadija graduated from
Lycee Ibn Yassine and spent three more years studying hotel and restaurant management. Since
moving to the U.S., Khadija has held numerous management positions in the food and beverage
industry. She brings this extensive management and customer service experience to her work with
David Turch and Associates.
SECTION 7 COST PROPOSAL
We are eager to continue our relationship with the City of Rosemead. David Turch and Associates
proposes a fee of $11,000 per month. The fee is all-inclusive. There are no hidden costs in our
contract.
David Turch and Associates is an established firm. Years of experience allow us to make sound
estimates concerning the scope and effort required to diligently pursue the goals of our clients.
This understanding translates into cost estimates that provide a solid value for the City of
Rosemead and a fair return to us.
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As you know, we recommend a negotiated monthly retainer as the best method of payment for our
services. Monthly retainers are an agreed upon amount for which we will perform all of the
activities necessary to effectively represent your interests.
For you, a monthly retainer provides stability for planning and the elimination of the administrative
expense required to analyze bills. Monthly retainers allow us to assign as many people as
necessary, for as much time and effort as may be required, to achieve your objectives. We demand
that members of this firm focus on the job to be accomplished, not on dollars received. Monthly
retainers are one way to maintain this high standard.
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