CC - Item 6A - Report, Discussion, and Direction Regarding the Scope of Work for State Lobbyist and Advocacy ServicesROSEMEAD CITY COUNCIL
STAFF REPORT
TO: THE HONORABLE MAYOR AND CITY COUNCIL
FROM: BEN KIM, CITY MANAGER
DATE: JULY 11, 2023
SUBJECT: REPORT, DISCUSSION, AND DIRECTION REGARDING THE SCOPE
OF WORK FOR STATE LOBBYIST AND ADVOCACY SERVICES
SUMMARY
At the February 28, 2023, City Council Meeting, the City Council requested that an item be
brought forward at a future meeting to discuss the scope of work for a Request For Proposals
("RFP") related to State Lobbyist and Advocacy Services. Additionally, the City Council
requested a lobbying cost survey of comparable cities by population in the San Gabriel Valley, or
broader Los Angeles County, if necessary. Both items are included in this report for City Council
review and discussion. Therefore, it is recommended that the City Council provide direction on
state lobbying and advocacy services.
BACKGROUND
On July 1, 2022, the City of Rosemead ("City") approved a Professional Services Agreement
("Agreement') with Joe A. Gonsalves & Sons ("Gonsalves") for state legislative advocacy
services for a one-year period, in an amount not to exceed $30,000 (Attachment A) for a one-year
period (Attachment A). At the June 13, 2023, City Council Meeting, the City Council amended
the Agreement with Gonsalves for a two-month period pending further City Council discussion on
this item (Attachment B).
DISCUSSION
Lobbying is a fact of public life in virtually all representative democracies. It has the potential to
promote democratic participation and can provide decision makers with valuable insights and
information, as well as facilitate stakeholder access to public policy development and
implementation. Many governments choose to engage with professional lobbyists to help shape
preferred policy outcomes through various regulatory and legislative processes.
The City has elected to be an active participant in the legislative process through the annual
adoption of a legislative platform and the retention of professional lobbying firms at the state level
to help facilitate access to elected officials and to advocate for legislation that may impact the City.
The City also retains membership with the League of California Cities ("League") and the
California Contract Cities Association ("CCCA"), both of which have a robust legislative
AGENDA ITEM 6.A
City Council Meeting
July 11, 2023
Page 2 of 3
advocacy function; however, the League and CCCA's positions on issues do not always align with
the City's stated values.
At City Council's direction, staff has conducted a survey of surrounding San Gabriel Valley cities
as well as using comparable cities in Los Angeles County to identify their lobbyist and contract
costs. The Political Reform Act (Proposition 9) requires lobbyists and those that employ them
disclose this information to the public. The California Secretary of State maintains an active
directory of lobbyists, the entities that employ them, and a summary of costs during specific
reporting periods. The most recent list can be found on the state's website at
cal-access.sos.ca.gov/Lobbyiniz.
City
Population
Firm
Annual Amount
South El Monte
22,627
Townsend Public Affairs
$81,000
La Verne
30,680
Townsend Public Affairs
$60,000
La Puente
43,355
Gonsalves
$30,000
Rosemead
50 245
Gonsalves
$30,000
La Mirada
50,015
Gonsalves
$30,000
Glendora
52,830
Gonsalves
$42,000
Cerritos
54,946
Gonsalves
$48,000
Paramount
57,989
Gonsalves
$30,180
Diamond Bar
61,019
Gonsalves
$30,180
Redondo Beach
68,105
Arnold & Associates
$47,000
Bellflower
77,312
Gonsalves
$30,540
As stated, the City currently has an agreement with Gonsalves to assist with its legislative advocacy
efforts in Sacramento. Per the City's standard professional services agreement, the City can
terminate a contract without cause at least seven (7) days before the effective date of such
termination. Based on the foregoing, the City Council can consider the following:
1. Continue with the agreement under current terms and conditions;
2. Provide direction on seeking a new consultant by a certain period; or
3. Cancel the agreement and provide direction.
As directed by the Council at the February meeting, a Draft RFP is attached that includes a draft
scope of work for the City Council to review (Attachment Q.
STAFF RECOMMENDATION
It is recommended that the City Council provide direction on the state lobbying and advocacy
services.
City Council Meeting
July 11, 2023
Page 3 of 3
ENVIRONMENTAL ANALYSIS
The proposed action does not constitute a project under the California Environmental Quality Act
("CEQA"), and it can be seen with certainty that it will have no impact on the environment. As
such, this matter is exempt under CEQA.
STRATEGIC PLAN IMPACT
None.
FISCAL IMPACT
Depending on the City Council's direction, additional funding may be required to contract with a
new consultant.
PUBLIC NOTICE PROCESS
This item has been noticed through the regular agenda notification process.
Submitted by:
/ IU
Michael Bruckner
Assistant City Manager
Attachment A: Gonsalves & Sons PSA
Attachment B: Gonsalves First Amendment
Attachment C: Draft RFP — State Lobbying and Advocacy Services
Attachment A
Professional Services Agreement
Joe A. Gonsalves & Sons
PROFESSIONAL SERVICES AGREEMENT
LEGISLATIVE ADVOCACY AND GOVERNMENTAL AFFAIRS SERVICES
JOE A. GONSALVES & SONS
PARTIES AND DATE.
This Agreement is made and entered into this July 1, 2022 (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 Joe A. Gonsalves & Sons with its principal place of business
at 925 L Street, Suite 250, 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
professional 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 (e.g. lobbying) to public clients, is licensed in the State
of California and is familiar with the plans of City.
2.2 Project.
City desires to engage Consultant to render 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 City, herein referred to a "Services". The
Services are more particularly described in Exhibit "A" attached hereto and incorporated
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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 one (1) year time
period from Effective date, unless earlier terminated as provided herein. Consultant shall
complete the Services within the term of the Agreement, and shall most 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 perforin 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
professional and technical 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 Consultants 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
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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"). Clty'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 will designate 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 best 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 warrants that
all employees and subcontractors shah 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 shah 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 all local, state and federal laws, rules and regulations in any
manner affecting the performance of the Project or the Services, including all CaVOSHA
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 defend, indemnify and hold City, its officials, directors,
officers, employees and agents free and harmless, pursuant to the Indemnification
provisions of this Agreement, from any claim or liability arising out of any failure or alleged
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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
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 thirty -thousand dollars ($30,000). The City agrees to pay Consultant a fee of two
thousand five hundred dollars ($2,500) a month. 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 and Services rendered 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 45 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
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California Labor Code Section 1720, at seq., and 1770, at seq., as well as California Code
of Regulations, Title 6, Section 1600, at 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. 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.
3A 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 dearly 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 seven (7) days before the effective date of such termination.
Upon termination, Consultant shall be compensated only for those services which have
been adequately rendered to City, and Consultant shall be entitled to no further
compensation. 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
Documental 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.
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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:
Joe A. Gonsalves & Son
925 L Street, Suite 250
Sacramento, CA 95814
Attn: Jason Gonsalves
Tel: (916) 441-0597
CITY:
City of Rosemead
8838 E. Valley Boulevard
Rosemead, CA 91770
Attn: City Manager
Such notice shall be deemed made when personally delivered or when mailed,
forty-eight (48) hours after 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
properly 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. City shall not be limited in any way in its use of the
Documents and Data at any time, provided that any such use not within the purposes
intended by this Agreement shall be at City's sole risk.
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3.5.3.2 Confidentiality. Ail 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 Civs 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 attorneys fees and all costs of such action.
3.5.6 Indemnification: To the fullest extent permitted by law, Consultant
shall defend, indemnify and hold the City, its officials, officers, employees, volunteers and
agents free and harmless from any and all claims, demands, causes of action, costs,
expenses, liability, loss, damage or Injury, in law or equity, to property or persons,
including wrongful death, in any manner arising out of or incident to any alleged acts,
omissions or willful misconduct of Consultant, its officials, officers, employees, agents,
consultants and contractors arising out of or in connection with the performance of the
Services, the Project or this Agreement, including without limitation the payment of all
consequential damages and attorneys fees and other related costs and expenses.
Consultant shall defend, at Consultants own cost, expense and risk, any and all such
aforesaid suits, actions or other legal proceedings of every kind that may be brought or
instituted against City, its directors, officials, officers, employees, agents or volunteers.
Consultant shall pay and satisfy any judgment, award or decree that may be rendered
against City or its directors, officials, officers, employees, agents or volunteers, in any
such suit, action or other legal proceeding. Consultant shall reimburse City and its
directors, officials, officers, employees, agents and/or volunteers, for any and all legal
expenses and costs incurred by each of them in connection therewith or in enforcing the
Indemnity herein provided. Consultants obligation to indemnify shall not be restricted to
insurance proceeds, if any, received by the City, its directors, officials officers, employees,
agents or volunteers.
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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 some 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.
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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 affect.
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 tern of this Agreement, no member, officer or employee of City, during the tens 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 tabor 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 perforin 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.
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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]
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CITY OF ROSEMEAD CONTRACTOR
By: /,& Z2� By:11410/14122
M
City er Date Date
Atiest:
lD 2
City Clerk Date
Approved as to Form:
/a�,a"/ a.
/D 2G
City Attorney Date
Name: Anthony D. Gonsalves
Title: PresidenUAdvocate
By
Jason A. Gonsalves 10/14/22
Title: Corporate Secretaryladvocate
EXHIBIT A
PROPOSAL FOR SERVICES/ RATE SCHEDULE
The City shall pay consultant a monthly service fee of two thousand five hundred dollars
($2,500) per month for the following services:
A. Represent THE CITY OF ROSEMEAD in Sacramento in terms of
communicating the CITY'S interests to the appropriate elected
representatives, key staff members, state agencies and other individuals as
needed.
B. Develop and maintain good working relationships between the CITY and
State legislators, legislative staff, and state agencies.
C. Develop, coordinate and execute the CITY'S advocacy efforts, including
communication with legislative officials and other governmental officials for
the purpose of influencing legislation or administrative action.
D. Review all pertinent legislative bills introduced in the California Legislature
and inform the CITY of all such legislation affecting its interest and forward
weekly a copy of all such bills to the CITY. The CITY will review and analyze
all such legislative bills and Inform CONSULTANT, in writing, of its position
on such bills the CITY wishes to pursue.
E. Assist in identifying and obtaining state funding available for CITY programs
and proposed capital projects.
F. Obtain support, through letters of support and other means, from state
legislators and officials for CITY grant applications.
G. Provide a monthly written summary during the legislative session and at
other times if warranted that gives updates on pending legislation, state
budget, and other relevant Issues.
H. Arrange meetings with legislative representatives or key agency staff and
CITY representatives.
I. Attend and provide testimony on behalf of the CITY in legislative committee
hearings.
J. Provide support, including advising on briefing papers, talking points, etc.,
when CITY officials are requested to testify before a legislative committee.
A-1
EXHIBIT B
INSURANCE REQUIREMENTS
Prior to the beginning of and throughout the duration of the Work, Contractor will maintain
insurance in conformance with the requirements set forth below. Contractor will use
existing coverage to comply with these requirements. If that existing coverage does not
meet the requirements set forth here, Contractor agrees to amend, supplement or
endorse the existing coverage to do so. Contractor 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.
Contractor shall provide the following types and amounts of insurance:
Commercial General Liability Insurance: Contractor 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 that $1,000,000 combined single limit per accident If Contractor owns no
vehicles, this requirement may be satisfied by a non -owned auto endorsement to the
general liability policy described above. If Contractor or Contractor employees will use
personal autos in any way on this project, Contractor shall provide evidence of personal
auto liability coverage for each such person.
Workers Compensation on a state -approved policy form providing statutory benefits as
required by law with employer's liability limits no less than $1,000,000 per accident or
disease.
Contractor shall submit to Agency, along with the certificate of insurance, a Waiver of
Subrogation endorsement in favor of Agency, its officers, agents, employees and
volunteers.
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.
Contractor shall obtain and maintain an umbrella or excess liability insurance policy with
limits that will provide bodily injury, personal injury and property damage liability coverage
at least as broad as the primary coverages set forth above, including commercial general
liability, automobile liability, and employer's liability. Such policy or policies shall include
the following terms and conditions:
• A drop down feature requiring the policy to respond if any primary insurance that
C-1
would otherwise have applied proves to be uncollectible in whole or in part for any
reason;
• Pay on behalf of wording as opposed to reimbursement;
• Concurrency of effective dates with primary policies; and
• Policies shall "follow form" to the underlying primary policies.
• Insureds under primary policies shall also be Insureds under the umbrella or
excess policies.
agreement: [Intentionally Omitted]
Requirements not limiting: Requirements of specific coverage features or limits contained
in this Section are not intended as a limitation on coverage, limits or other requirements,
or a waiver of any coverage normally provided by any insurance. 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 all inclusive, or to the exclusion of other
coverage, or a waiver of any type. If the Consultant maintains higher limits than the
minimums shown above, the Agency requires and shall be entitled to coverage for the
higher limits maintained by the Consultant. Any available insurance proceeds in excess
of the specified minimum limits of insurance and coverage shall be available to the
Agency.
Insurance procured pursuant to these requirements shall be written by insurers that are
admitted carriers In the state of Calffomia and with an A.M. Bests rating of A- or better
and a minimum financial size V11.
General conditions pertaining to provision of insurance coverage by Contractor.
Contractor and City agree to the following with respect to insurance provided by
Contractor.
1. Contractor 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. Contractor
also agrees to require all contractors, and subcontractors to do likewise.
2. No liability insurance coverage provided to comply with this Agreement shall
prohibit Contractor, or Contractor's employees, or agents, from waiving the right of
subrogation prior to a loss. Contractor 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.
C-2
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. Contractor 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 Contractor'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 Contractor or deducted from sums due
Contractor, at City option.
8. Certlficate(s) are to reflect that the insurer will provide 30 days notice to City of any
cancellation of coverage. Contractor 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
required to be provided by Contractor 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. Contractor agrees to ensure that subcontractors, and any other party involved with
the project who is brought onto or involved in the project by Contractor, provide the
same minimum insurance coverage required of Contractor. Contractor 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.
C-3
Contractor agrees that upon request, all agreements with subcontractors and
others engaged In the project will be submitted to City for review.
11.Contractor agrees not to self4nsure 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 Contractor'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 Contractor, 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 Contractor ninety (90)
days advance written notice of such change. If such change results in substantial
additional cost to the Contractor, 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. Contractor acknowledges and agrees that any actual or alleged failure on the part
of City to Inform Contractor 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.Contractor 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.Contractor 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
Contractors 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 Contractor under this agreement. Contractor expressly agrees not
to use any statutory immunity defenses under such laws with respect to City, its
employees, officials and agents.
C-4
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. Contractor 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 Contractor
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.
Contractor agrees to provide immediate notice to City of any claim or loss against
Contractor 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.
C-5
r) n
EXHIBIT A
PROPOSAL FOR SERVICES/ RATE SCHEDULE
The City shall pay consultant a monthly service fee of two thousand five hundred dollars
($2,500) per month for the following services:
A. Represent THE CITY OF ROSEMEAD in Sacramento in terms of
communicating the CITY'S interests to the appropriate elected
representatives, key staff members, state agencies and other individuals as
needed.
B. Develop and maintain good working relationships between the CITY and
State legislators, legislative staff, and state agencies.
C. Develop, coordinate and execute the CITY'S advocacy efforts, including
communication with legislative officials and other governmental officials for
the purpose of influencing legislation or administrative action.
D. Review all pertinent legislative bills introduced in the California Legislature
and inform the CITY of all such legislation affecting its interest and forward
weekly a copy of all such bills to the CITY. The CITY will review and analyze
all such legislative bills and inform CONSULTANT, in writing, of its position
on such bills the CITY wishes to pursue.
E. Assist in identifying and obtaining state funding available for CITY programs
and proposed capital projects.
F. Obtain support, through letters of support and other means, from state
legislators and officials for CITY grant applications.
G. Provide a monthly written summary during the legislative session and at
other times if warranted that gives updates on pending legislation, state
budget, and other relevant issues.
H. Arrange meetings with legislative representatives or key agency staff and
CITY representatives.
I. Attend and provide testimony on behalf of the CITY in legislative committee
hearings.
J. Provide support, including advising on briefing papers, talking points, etc.,
when CITY officials are requested to testify before a legislative committee.
A-1
n r)
EXHIBIT B
INSURANCE REQUIREMENTS
Prior to the beginning of and throughout the duration of the Work, Contractor will maintain
insurance in conformance with the requirements set forth below. Contractor will use
existing coverage to comply with these requirements. d that existing coverage does not
meet the requirements set forth here, Contractor agrees to amend, supplement or
endorse the existing coverage to do so. Contractor 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.
Contractor shall provide the following types and amounts of insurance:
Commercial General Liability Insurance: Contractor 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 that $1,000,000 combined single limit per accident. If Contractor owns no
vehicles, this requirement may be satisfied by a non -owned auto endorsement to the
general liability policy described above. If Contractor or Contractor employees will use
personal autos in any way on this project, Contractor shall provide evidence of personal
auto liability coverage for each such person.
Workers Compensation on a state -approved policy form providing statutory benefits as
required by law with employer's liability limits no less than $1,000,000 per accident or
disease.
Contractor shall submit to Agency, along with the certificate of insurance, a Waiver of
Subrogation endorsement in favor of Agency, its officers, agents, employees and
volunteers.
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.
Contractor shall obtain and maintain an umbrella or excess liability insurance policy with
limits that will provide bodily injury, personal injury and property damage liability coverage
at least as broad as the primary coverages set forth above, including commercial general
liability, automobile liability, and employer's liability. Such policy or policies shall include
the following terms and conditions:
A drop down feature requiring the policy to respond if any primary insurance that
C-1
would otherwise have applied proves to be uncollectible in whole or in part for any
reason;
Pay on behalf of wording as opposed to reimbursement;
Concurrency of effective dates with primary policies; and
Policies shall "follow form" to the underlying primary policies.
Insureds under primary policies shall also be insureds under the umbrella or
excess policies.
Requirements not limiting: Requirements of specific coverage features or limits contained
in this Section are not intended as a limitation on coverage, limits or other requirements,
or a waiver of any coverage normally provided by any insurance. 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 all inclusive, or to the exclusion of other
coverage, or a waiver of any type. If the Consultant maintains higher limits than the
minimums shown above, the Agency requires and shall be entitled to coverage for the
higher limits maintained by the Consultant. Any available insurance proceeds in excess
of the specified minimum limits of insurance and coverage shall be available to the
Agency.
Insurance procured pursuant to these requirements shall be written by insurers that are
admitted carriers in the state of California and with an A.M. Bests rating of A- or better
and a minimum financial size VII.
General conditions pertaining to provision of insurance coverage by Contractor.
Contractor and City agree to the following with respect to insurance provided by
Contractor:
Contractor 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. Contractor
also agrees to require all contractors, and subcontractors to do likewise.
2. No liability insurance coverage provided to comply with this Agreement shall
prohibit Contractor, or Contractor's employees, or agents, from waiving the right of
subrogation prior to a loss. Contractor 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.
C-2
(0') n
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
U 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. Contractor 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.
Proof of compliance with these insurance requirements, consisting of certificates
of insurance evidencing all of the coverages required and an additional insured
endorsement to Contractor'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 Contractor or deducted from sums due
Contractor, at City option.
B. Certificate(s) are to reflect that the insurer will provide 30 days notice to City of any
cancellation of coverage. Contractor 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
required to be provided by Contractor 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. Contractor agrees to ensure that subcontractors, and any other party involved with
the project who is brought onto or involved in the project by Contractor, provide the
same minimum insurance coverage required of Contractor. Contractor 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.
C-3
r) n
Contractor agrees that upon request, all agreements with subcontractors and
others engaged in the project will be submitted to City for review.
11.Contractor 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 Contractor'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 Contractor, 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 tens of the contract to change
the amounts and types of insurance required by giving the Contractor ninety (90)
days advance written notice of such change. If such change results in substantial
additional cost to the Contractor, 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. Contractor acknowledges and agrees that any actual or alleged failure on the part
of City to inform Contractor 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. Contractor 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.Contractor 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 some coverage. Proof that such coverage has been
ordered shall be submitted prior to expiration. A coverage binder or letter from
Contractor'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 Contractor under this agreement. Contractor expressly agrees not
to use any statutory immunity defenses under such laws with respect to City, its
employees, officials and agents.
C-4
1 B. 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. Contractor 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 Contractor
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.
Contractor agrees to provide immediate notice to City of any claim or loss against
Contractor 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.
C-5
w
W,
.vc...v " CERTIFICATE OF LIABILITY INSURANCE
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO
RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND
OR ALTER THE COVERAGE AFFORDED BY THE POLICIES
BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN
THE ISSUING INSURER(S), AUTHORIZED
REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
IMPORTANT: If the Certificate holder is an ADDITIONAL INSURED, the Policy(194) must have ADDITIONAL INSURED provisions or be
endorsed.
H SUBROGATION IS WANED, subject to the terms and conditions of the policy, certain policies may require an Endorsement A statement
on
this OertlOcate does not confer rights to the cati3cate holder in lieu of such endomemen e .
PR0D1Cp McGee & Thielen Insurance Brokers, Inc.
RAaE"`r
NAME
3840 Rosin Court, Suite 245
916 -646-1919 FAX Yp. 91646-0995
Sacramento, CA 95834
S 100,1300
EauA
AoORE :
_ 1 S AFFORDNOCOVERAGE NAII
geethielen.com 0633187
EISURED
"UAW
EaRMER A: Travelers IndemnityCom of CT 25662
Joe A Gonsalves and Sons Inc.
EIwASTe: Hartford Accident and Indemnity CorrIparry 22357
MaURERC:
925 L Street
Suite 250
OTHER
Sacramento CA 95814
INSURER D:
INSURER E:
IMBURER F:
rtCVIo NN NUMBER:
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE INSURED NAMED ABOVE FOR
INDICATED. NOTWITHSTANDING ANY REQUIREMENT. TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT
THE POUCY PERIOD
WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN
IS SUBJECT TO
EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
_.. _—.
ALL THE TERMS,
wm`__ _._.. _
iABOL Iwaa - ---
LTR TYPEOF NSURANCE , POl1CY EFF POLICY EXP. ._—_.._ ..
POIJCY NUYBFN
LINRS
A CM WAC I% 106"LLIAMLITY ! 16509794P909-TCT22 6/17/2022 FACHOCCURRENCE
)61172023
CLAAMI n
62000000
PR MI ES Ea Pcotmac9
S 100,1300
MED EXP (M , DNOMI
$5,000
PERSDNAL6AOJINJURY
$Excluded
GENT AGGREGATE LIMIT APPLIES PER GENERALAGGREGATE
$2,DOO.000
POLICY D jE T a LOG
PRODUCTS-COMPIDPAGG
$2000000
OTHER
S
A
AUTONOBILELIA6am
16609794P909 -TCT -22
6/172022
'61172023
��,bNI LIMIT
.i1,000,D00
ANY AUTO
BODILY
BODILY IWURY(PITpNam)
�S
OWNED SCHEDULED
AONLY AUTOS
IL RY(P,Ireortw W)
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HIRED
AUTOS ONLY AOS ONLEY
�PERTY DAMAGE
Is
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UMBRELLA LMB
OCCUR
S
EXCESSUA e
CWM56AADE
AGGRECCURRENCE
AOpREGATE
$
I
DEO RETENTION
B
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41112022
4112023
S
AND EMPLOOMPEN61SI
AND EYPLOIERe'LMBLRY YIN .
�/ SPER
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_
O"FFPICERAEMEEDERIEE Ff"TNE FY
NIA
E.L. EACH ACCIDENT
$1000000
IMaMStory bNN)
H Wyxe. euot9 u4x
DESCRIPTIONOF OPERATIONS OSNvr
E.L. MSEASE. EA MPLCYEE
f
E.L. DISEASE - POLICY LIMIT
31,000.000
i
DESCRPTIpI OF OPERATIONS/ LOCATIONS I VEHICLES (ACOW 101. AOeUI MI 11", Aey M MtKIW Umero FINu N rpul�
The City of ROSemead is named as additional insured per the attached blanket endorsement forth CG D1 05 D4f94.
City of Rosemead
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
8838 East ValleyBlvd.
Rosemead CA 91770
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
ACCORDANCE WITH THE POLICY PROVISIONS.
AUTHOR®REPRESENTATIVE
Charlotte Brown
®1983-2015 ACORD CORPORATION. All rights reserved.
ACORD 25 (2016103) The ACORD name and 1090 are registered marks of ACORD
6.429121 1 •32/23 ..e -LIWMC I OIa .Otte 136 1 5/24/202'1 11: 53: 40 AH (PDT) I Pa9C 1 Of 2
16609794P909 -TCT -22
r)
COMMERCIAL GENERAL LIABILITY
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
BLANKET ADDITIONAL INSURED -OWNERS, LESSEES
OR CONTRACTORS
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
PROVISIONS:
I. WHO IS AN INSURED (SECTION ll) is amended
to include as an insured any person or organiza-
tion (called hereafter 'additional insured') whom
you have agreed in a written contract, executed
prior to loss, to name as additional insured, but
only with respect to liability arising out of 'your
work" or your ongoing operations for that addi-
tional insured performed by you or for you
2. With respect to the insurance afforded to Addi-
tional Insureds the following conditions apply:
a. Limits of Insurance — The following limits of
liability apply:
I. The limits which you agreed to provide;
or
2. The limits shown on the declarations,
whichever Is less.
b. This insurance is excess over any valid and
collectible insurance unless you have agreed
in a written contract for this insurance to
apply on a primary or contributory basis
3. This insurance does not apply:
a. on any basis to any person or organization
for whom you have purchased an Owners
and Contractors Protective policy.
b. to 'bodily injury" 'property damage," "per-
sonal injury," or "advertising injury' arising
out of the rendering of or the failure to render
any professional services by or for you, in.
cluding:
1. The preparing, approving or failing to
prepare or approve maps, drawings,
opinions, reports, surveys, change or-
ders, designs or specifications; and
2. Supervisory, inspection or engineering
services.
CG D1 05 04 94 Copyright, The Travelers Indemnity Company, 1994.
Includes Copyrighted Material from Insurance Services Office, Inc.
68421727 1 42/23 Master GL/AL/xc I C Ictte erM 1 1/24/2022 11:12:40 M (PM) I Page 2 of 2
Page 1 of 1
El
«f a
Attachment B
First Amendment
Joe A. Gonsalves & Sons
FIRST AMENDMENT
TO PROFESSIONAL SERVICES AGREEMENT
JOE A. GONSALVES & SONS
This FIRST AMENDMENT ("Amendment') is made and entered into this July 1,
2023 ("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 Joe A. Gonsalves &
Sons with principal place of business at 925 L Street, Suite 250, Sacramento, CA 95814
("Consultant'). City and Consultant are sometimes individually referred to herein as
"Party" and collectively as "Parties."
WHEREAS, City and Consultant entered into an agreement on July 1, 2022, for
legislative advocacy and governmental affairs services (e.g., lobbying); and
WHEREAS, this Agreement is set to expire on June 30, 2023.
NOW, THEREFORE, the Parties agree as follows:
SECTION 1. Section 3.1.2 Term shall be amended to read:
3.1.2 Term. The term of this Agreement shall be for a two (2) month time period from
Effective date, unless earlier terminated as provided herein. Consultant shall
complete the Services within the term of the Agreement, and shall meet any other
established schedules and deadlines.
SECTION 2. Section 3.3.1 Term shall be amended to read:
3.3.1 Compensation. Consultant shall receive compensation, including
authorized reimbursements, for all Services rendered under this Agreement
and shall not exceed Five Thousand Dollars ($5,000). The City agrees to
pay Consultant a fee of Two Thousand Five Hundred Dollars ($2,500) a
month. 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, conditions, 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 Consultant have caused this Agreement to be
executed by their duly authorized representatives as of the day and year first above
written.
CITY OF ROSEMEAD
Ben Kim, City Manager
Attest:
Ericka Hernandez, City Clerk
Approved as to Form:
Rachel Richman
City Attorney
Date
Date
Date
JOE A. GONSALVES & SONS
M
Name:
Title:
[If Corporation, TWO
SIGNATURES, President OR
Vice President AND Secretary,
AND CORPORATE SEAL OF
CONTRACTOR REQUIRED]
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Name:
Title:
Attachment C
Draft Request for Proposal
State Lobbying and Advocacy Services
NOTICE INVITING PROPOSALS
NOTICE IS HEREBY GIVEN that the City of Rosemead is accepting proposals from qualified
companies. Proposals shall be submitted in a sealed envelope marked "STATE LOBBYING AND
ADVOCACY SERVICES" and shall be sent to the City Clerk of the City of Rosemead, 8838 E. Valley
Blvd., Rosemead, California, 91770; or an electronic proposal shall be submitted via the
PlanetBids Vendor Portal at https:Hpbsystem.planetbids.com/porta1/54150/porta1-home.
Proposals are due no later than [TIME] on [DATE], at which time the names of the proposers shall
be public.
Copies of the proposal may be obtained from the City Clerk's Office, City of Rosemead,
8838 E. Valley Blvd., Rosemead, California, 91770, after the contract has been awarded. Said
specifications and proposal forms are hereby referred to and incorporated herein and made a
part by reference and all proposals must comply therewith.
The City of Rosemead reserves the right to accept in whole or part or reject any and all
proposals and to waive any informalities in the proposal process, and all proposals are binding
for a period of ninety (90) days after the proposal opening and may be retained by the City for
examination and comparison, as specified in the proposal documents. The award of this contract
shall be made by the Rosemead City Council.
CITY OF ROSEMEAD
CITY MANAGER'S OFFICE
Dated: [DATE]
REQUEST FOR PROPOSAL NO. 2023 -XX
STATE LOBBYIST AND ADVOCACY SERVICES
City of Rosemead
City Manager's Office
8838 E. Valley Blvd.
Rosemead, CA 91770
Proposal Issue Date: [DATE]
Written Questions Due: [DATE]
Proposals Due: [DATE]
TABLE OF CONTENTS
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John Guess and his wife, Harriet, arrived in the San Gabriel Valley in 1852 in an ox -drawn wagon
from Arkansas. They settled in 1855 on a 100 -acre ranch called Savannah on the site of what is
now Savannah School. Others followed, including Frank Frost and Leonard Rose. Rose purchased
500 to 700 acres to breed and train horses and called his place Rose's Meadow, which was
shortened to Rosemead and gave the city its name. Small truck farms and chicken and rabbit
ranches became popular, and the city incorporated in 1959. The quiet, pastoral lands are now
crowded with businesses, industries, shops and some 53,000 people. Once a lush green pasture
extending from the Los Angeles River east to the Pomona area, Rosemead was indeed a fine place
for early settlers to raise fruits, vegetables, grain, and feed. Today, the city boasts that its goals
include the improvement of quality of life offered in Rosemead in a business -friendly atmosphere
conducive to continued economic growth and prosperity. The city offers a desirable and
affordable community in which to live and a dynamic and expanding business sector that is an
economic growth engine for West Coast commerce.
BACKGROUND
The City of Rosemead, a Municipal Corporation, is soliciting proposals from qualified
professionals to provide Professional State Lobbyist and Advocacy Services. Proposers who are
interested in working collaboratively with the City Council, City Manager and key staff should
submit their proposals to the City Manager's Office by close of business on [DATE]. The selected
consultant will work with the City to develop and advance key legislative priorities, gain support
from policymakers on local initiatives, monitor state appropriations cycles and grant deadlines.
The following subjects are discussed in this RFP to assist you in submitting a competitive proposal.
CONTRACT TERM AND BUDGET
The City of Rosemead is seeking to engage and contract for Professional Lobbyist and Advocacy
Services for a fixed fee schedule for services preformed, including a firm total set cost not to
exceed [AMOUNT] per month. The term of this agreement shall be for three (3) years. A contract
for longer duration or a contract renewal will be based on performance under the initial contract
and budget considerations; however, the City will be under no obligation to extend the term of
the contract stated above. The contract will provide for early termination at the discretion of
either party.
SCOPE OF SERVICES/SCOPE OF WORK
For successful award, the consultant shall furnish all labor, materials, equipment, tools,
supervision, and other facilities to assist the City of Rosemead in accomplishing its state
legislative goals, including but not limited to:
• Assist in the development of legislative priorities for the City of Rosemead.
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• Develop and implement strategies to successfully promote the City's legislative priorities.
• Comprehensive knowledge of the basics of the legislative process and key committee
members or other legislators who have either jurisdiction or influence over your
legislation and can affect its movement.
• Serve as a conduit for information to and from the legislature and state agencies.
• Willing to work collaboratively and cooperatively with key City staff to bring visibility to
budget and legislative priorities.
• Accurately and persuasively present the City's views and initiatives.
• Keep the City informed, in real time, of key developments and factors that could affect
legislative efforts.
• Provide strategic direction for grassroots activity.
• Review, analyze and report on a continuing basis all existing and proposed state policies
and programs.
• Identify opportunities for City officials and staff to testify before legislative committees
and subcommittees with respect to proposed legislation; communicate such
opportunities to the City Manager, or their designee, in a timely manner; assist in the
preparation of testimony to be given; and as requested, liaison on the City's behalf.
• Development and present strategies for the support, opposition, or amendment of
pending legislation.
• Advocate on issues that directly or indirectly impact the City's ability to conduct its
business efficiently and cost-effectively.
• Attend meetings of the City Council and staff, as may be requested, to brief the City
Council on legislative activities.
• Comply with all Public Disclosure Commission requirements for lobbying activities.
• Provide support on City efforts and initiatives beyond the legislative session to position
the City of Rosemead to advance its objectives.
EVALUATION CRITERIA
A qualifying proposal must address all the following points:
1. Cover Letter
a. Project title
b. Firm name
c. Summary of key elements of the proposal
2. Firm qualifications
a. Type of organization, size, professional registration, and affiliations
b. Identify and present qualifications of key team members and partners
c. Resume of the principal individual(s) to contact for referral
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d. The proposal must provide a minimum of three (3) reference accounts at which similar
work, both in scope and design, has been completed by the contractor within the last
five (5) years
e. List of legislative accomplishments for each reference
3. Understanding of and approach to the project
4. Proposer should clearly address in the RFP response how each element of the Scope of Work
will be accomplished, as well as provide a project schedule
5. Summary of approach to be taken
6. Overall costs associated with the project
7. Indication of information and participation required from City staff
8. Other information that may be appropriate
9. Disclosure of any potential or existing conflicts of interest with the City of Rosemead or any
individual City Official or member of the City staff.
PROPOSAL SUBMISSION
Hardcopy or Electronic proposals will be accepted as follows:
Hardcopy proposals must be filed with the Office of the City Clerk, on or before [TIME] A.M., on
[DATE].
Three (3) complete copies of the bid proposal and related information must be submitted in a
sealed envelope or box clearly marked as stated below:
City of Rosemead
"State Lobbyist and Advocacy Services"
Attn: City Clerk's Office
8838 E. Valley Blvd.
Rosemead, CA 91770
Electronic Proposal Submittals:
Electronic proposal submittal through the City of Rosemead's Vendor Portal hosted by PlanetBids
at: https:Hpbsystem.planetbids.com/porta1/54150/porta1-home. Proposal submittal due date is
[TIME] A.M., on [DATE]..
It is the sole responsibility of the Bidder to see that their bid is submitted in proper time. Any
proposal received after the scheduled closing time for receipt of proposals will be returned to
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the Bidder unopened. Faxed, emailed, or proposals submitted in a format other than specified
will be rejected.
To expedite the evaluation of the proposals, it is mandatory that the instructions and format
contained in this RFP be expressly followed. Any submission of proposals that does not follow
the instructions and format, and/or fails to comply with the requirements set forth in this RFP, in
the sole opinion of the City of Rosemead, may be judged non-responsive and rejected by the City
from further consideration. The City reserves the right to reject any and all proposals. The City
will not be liable for, nor pay any costs incurred by responding firms relating to the preparation
of the proposal.
CALENDAR OF EVENTS
The following is an anticipated RFP and project timeline:
ACTION:
DATES:
RFP ISSUED
WRITTEN QUESTIONS DUE
RESPONSES TO QUESTIONS
PROPOSALS DUE
POSSIBLE INTERVIEWS*
REPORT TO CITY COUNCIL
SELECTION OF VENDOR
The City Manager's Office will review and evaluate the proposals submitted based on each
responding firm's knowledge, experience, skills, past performance, and quality of the proposal.
In addition, the following criteria will also be used in the evaluation process:
1. Demonstrated professional skills and credentials of staff to be assigned to the services.
2. Quality of previous services.
3. Overall cost and fees associated with services.
4. The consultant's responsiveness to the requirements of the agreement as set forth in the
RFP.
5. A demonstrated understanding of the contractor's work plan and other proposal
documents.
6. The consultant's recent experience in conducting contracts of similar scope, complexity,
and magnitude, particularly for government agencies.
7. Recent references from local clients with particular emphasis on local government.
8. Demonstration of success as well as value returned to the City.
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CONTRACT AWARD
The final contract award will be subject to the approval of the Rosemead City Council. The
successful bidder will be notified as to the date and time of the City Council meeting so it may
send a representative to the meeting to present himself/herself to the Council and respond to
technical questions.
TERMS AND CONDITIONS
The following terms and conditions apply to this RFP:
1. Any submission of proposals received after the date and time specified in this RFP will not
be considered and will be returned unopened.
2. All material received relative to this RFP will become public information and be available
for inspection. The City reserves the right to retain all proposals submitted, whether the
proposal was selected or judged to be responsive.
3. Due care and diligence have been exercised in the preparation of this RFP and all
information contained herein is believed to be substantially correct; however, the
responsibility for determining the full extent of the services rests solely with those making
responses. Neither the City nor its representatives shall be responsible for any error or
omission in this response, nor for the failure on the part of the respondents to determine
the full extent of their exposures.
4. The RFP does not commit the City of Rosemead to award a contract. The City reserves the
right to select a vendor from the responses received; to waive any or all informalities
and/or irregularities; to re -advertise with either an identical or revised scope, to cancel
any requirement in its entirety; or to reject any or all proposals received. The City also
reserves the right to approve any subcontractors used by submitting vendors.
5. The City retains the right to contact any/all proposing vendors after submittal in order to
obtain supplemental information and/or clarification in either oral or written form.
Furthermore, an explicit provision of this RFP is that any oral communication made is not
binding on the City's proposal process.
6. The City will not be liable for, nor pay for any costs incurred by responding firms relating
to the preparation of any proposal for this RFP.
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PROFESSIONAL SERVICES AGREEMENT
NAME OF PROJECT
(CONTRACTOR NAME)
PARTIES AND DATE.
This Agreement is made and entered into this INSERT DATE (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 CONTRACTOR NAME with its principal place
of business at ADDRESS ("Consultant'). City and Consultant are sometimes individually
referred to herein as "Party" and collectively as "Parties."
RECITALS.
2.1 Consultant.
Consultant desires to perform and assume responsibility for the provision of certain
professional services required by the City on the terms and conditions set forth in this
Agreement. Consultant represents that it is experienced in providing TYPE OF SERVICE
to public clients, is licensed in the State of California and is familiar with the plans of City.
2.2 Project.
City desires to engage Consultant to render PROJECT SERVICE OR NAME
("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 TYPE OF SERVICE
services necessary for the City, herein referred to a "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 INSERT TERM
YEAR year time period from 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 the
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
professional and technical 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
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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 will designate 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 best 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 warrants 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 all 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 defend, indemnify and hold City, its officials, directors,
officers, employees and agents free and harmless, pursuant to the indemnification
provisions of this Agreement, from any claim or liability arising out of any failure or alleged
failure to comply with such laws, rules or regulations.
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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
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 lifesaving 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 INSERT COST AMOUNT per fiscal year. The City agrees to pay Consultant a fee
of INSERT COST AMOUNT WRITTEN ($INSERT NUMBERICAL COST) a month. 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 and Services rendered 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 45 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
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total compensation is $1,000 or more, Consultant agrees to fully comply with such
Prevailing Wage Laws. 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 seven (7) days before the effective date of such termination.
Upon termination, Consultant shall be compensated only for those services which have
been adequately rendered to City, and Consultant shall be entitled to no further
compensation. 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:
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CONSULTANT:
NAME
ADDRESS
Attn:
Tel:
CITY:
City of Rosemead
8838 E. Valley Boulevard
Rosemead, CA 91770
Attn: City Manager
Such notice shall be deemed made when personally delivered or when mailed,
forty-eight (48) hours after 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. City shall not be limited in any way in its use of the
Documents and Data at any time, provided that any such use not within the purposes
intended by this Agreement 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
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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.
3.5.6 Indemnification: To the fullest extent permitted by law, Consultant
shall defend, indemnify and hold the City, its officials, officers, employees, volunteers and
agents free and harmless from any and all claims, demands, causes of action, costs,
expenses, liability, loss, damage or injury, in law or equity, to property or persons,
including wrongful death, in any manner arising out of or incident to any alleged acts,
omissions or willful misconduct of Consultant, its officials, officers, employees, agents,
consultants and contractors arising out of or in connection with the performance of the
Services, the Project or this Agreement, including without limitation the payment of all
consequential damages and attorneys' fees and other related costs and expenses.
Consultant shall defend, at Consultant's own cost, expense and risk, any and all such
aforesaid suits, actions or other legal proceedings of every kind that may be brought or
instituted against City, its directors, officials, officers, employees, agents or volunteers.
Consultant shall pay and satisfy any judgment, award or decree that may be rendered
against City or its directors, officials, officers, employees, agents or volunteers, in any
such suit, action or other legal proceeding. Consultant shall reimburse City and its
directors, officials, officers, employees, agents and/or volunteers, for any and all legal
expenses and costs incurred by each of them in connection therewith or in enforcing the
indemnity herein provided. Consultant's obligation to indemnify shall not be restricted to
insurance proceeds, if any, received by the City, its directors, officials officers, employees,
agents or volunteers.
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.
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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 workdays. 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
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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]
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CITY OF ROSEMEAD CONTRACTOR
By: By:
City Manager Date Date
Attest:
City Clerk Date
Name:
[If Corporation, TWO SIGNATURES, President
OR Vice President AND Secretary, AND
CORPORATE SEAL OF CONTRACTOR
REQUIRED]
Approved as to Form: By:
Date
City Attorney
Name:
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EXHIBIT A
PROPOSAL FOR SERVICES/ RATE SCHEDULE/RESUME
EXHIBIT B
INSURANCE REQUIREMENTS
Prior to the beginning of and throughout the duration of the Work, Contractor will maintain
insurance in conformance with the requirements set forth below. Contractor will use existing
coverage to comply with these requirements. If that existing coverage does not meet the
requirements set forth here, Contractor agrees to amend, supplement or endorse the existing
coverage to do so. Contractor acknowledges that the insurance coverage and policy limits setforth
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.
Contractor shall provide the following types and amounts of insurance:
Commercial General Liability Insurance: Contractor 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 that
$1,000,000 combined single limit per accident. If Contractor owns no vehicles, this requirement
may be satisfied by a non -owned auto endorsement to the general liability policy described above.
If Contractor or Contractor employees will use personal autos in any way on this project,
Contractor shall provide evidence of personal auto liability coverage for each such person.
Workers Compensation on a state -approved policy form providing statutory benefits as required
by law with employer's liability limits no less than $1,000,000 per accident or disease.
Contractor shall submit to Agency, along with the certificate of insurance, a Waiver of Subrogation
endorsement in favor of Agency, its officers, agents, employees and volunteers.
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. Contractor shall
obtain and maintain an umbrella or excess liability insurance policy with limits that will provide
bodily injury, personal injury and property damage liability coverage at least as broad as the
primary coverages set forth above, including commercial general liability, automobile liability,
and employer's liability. Such policy or policies shall include the following terms and conditions:
• A drop down feature requiring the policy to respond if any primary insurance that would
otherwise have applied proves to be uncollectible in whole or in part for any reason;
• Pay on behalf of wording as opposed to reimbursement;
• Concurrency of effective dates with primary policies; and
• Policies shall "follow form" to the underlying primary policies.
Insureds under primary policies shall also be insureds under the umbrella or excess
policies.
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 Contractor
and "Covered Professional Services" as designated in the policy must specifically 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 policy retroactive date shall be on or before the
effective date of this agreement.
Cyber security and privacy liability: Contractor shall procure and maintain insurance with limits
of $1,000,000 per occurrence/loss, $2,000,000 general aggregate, which shall include the
following coverage:
a. Liability arising from the theft, dissemination and/or use of confidential or personally
identifiable information; including but not limited to personally identifiable information
(PII), protected health information (PHI), security codes, access codes, passwords, etc.
b. Network security liability arising from the unauthorized use of, access to, or tampering
with computer systems, including hacker or denial of service attacks.
c. Liability arising from introducing a computer virus into or otherwise causing damage to
vendor (first -parry) or customer's (third party) computer, computer system, network, or
similarly related property and the data, software, and programs.
d. Liability arising from professional misconduct or lack of the requisite skill required for
performing services defined in the contract or agreement.
e. Costs associated with restoring, updating, or replacing data.
f. Costs associated with a privacy breach, including notification costs, customer support,
forensics, crises management, public relations consulting, legal services of a privacy
attorney, credit monitoring, and identity fraud resolution services for affected
individuals.
Requirements not limiting: Requirements of specific coverage features or limits contained in this
Section are not intended as a limitation on coverage, limits or other requirements, or a waiver of
any coverage normally provided by any insurance. 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 parry
or insured to be all inclusive, or to the exclusion of other coverage, or a waiver of any type. If the
Consultant maintains higher limits than the minimums shown above, the Agency requires and shall
be entitled to coverage for the higher limits maintained by the Consultant. Any available insurance
proceeds in excess of the specified minimum limits of insurance and coverage shall be available
to the Agency.
Insurance procured pursuant to these requirements shall be written by insurers that are admitted
carriers in the state of California and with an AM Bests rating of A- or better and a minimum
financial size VII
General conditions pertaining to provision of insurance coverage by Contractor. Contractor and
City agree to the following with respect to insurance provided by Contractor:
1. Contractor agrees to have its insurer endorse the third -parry general liability coverage
required herein to include as additional insureds City, its officials, employees and agents,
using standard ISO endorsement No. CG 2010. Contractor also agrees to require all
contractors, and subcontractors to do likewise.
2. No liability insurance coverage provided to comply with this Agreement shall prohibit
Contractor, or Contractor's employees, or agents, from waiving the right of subrogation
prior to a loss. Contractor 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. Contractor 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 Contractor `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 Contractor or
deducted from sums due Contractor, at City option.
8. Certificate(s) are to reflect that the insurer will provide 30 days notice to City of any
cancellation of coverage. Contractor 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 required to
be provided by Contractor 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. Contractor agrees to ensure that subcontractors, and any other party involved with the
project who is brought onto or involved in the project by Contractor, provide the same
minimum insurance coverage required of Contractor. Contractor 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. Contractor agrees that upon
request, all agreements with subcontractors and others engaged in the project will be
submitted to City for review.
11. Contractor 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 Contractors 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 Contractor, 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 Contractor ninety (90) days advance written
notice of such change. If such change results in substantial additional cost to the Contractor,
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 parry hereto taking any steps that can be deemed to
be in furtherance of or towards performance of this Agreement.
14. Contractor acknowledges and agrees that any actual or alleged failure on the part of City
to inform Contractor 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. Contractor 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. Contractor 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 Contractor'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 Contractor under this agreement. Contractor 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. Contractor 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 Contractor 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 parry 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.
Contractor agrees to provide immediate notice to City of any claim or loss against Contractor
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.