Loading...
CC - Item 6A – Award of Contract For State Lobbyist and Advocacy ServicesI ROSEMEAD CITY COUNCIL STAFF REPORT TO: THE HONORABLE MAYOR AND CITY COUNCIL FROM: BEN KIM, CITY MANAGER DATE: JANUARY 9, 2024 SUBJECT: AWARD OF CONTRACT FOR STATE LOBBYIST AND ADVOCACY SERVICES SUMMARY The City of Rosemead has historically retained State lobbyist and advocacy services to support the City's representation and advocacy of local control at the State level. At the direction of the City Council, a Request for Proposal ("RFP") was released in July 2023, and a Council subcommittee was formed to review the received proposals and interview the prospective firms. This item is to present to the full Council the proposals received in response to the RFP and recommendation by the subcommittee on selection of the lobbyist and advocacy services. Responses to the Request for Proposal ("RFP") The RFP 2023-11 (Attachment A) for State Lobbyist and Advocacy Services was released on July 26, 2023, with posting on the City's website and on the P1anetBids RFP platform. Proposals deadline was on August 24, 2023, where five proposals were received from: • California Advocacy, LLC • Joe A. Gonsalves & Son • Townsend Public Affairs, Inc. • Lucien Global, and • Balance Public Relations & Strategic Solutions, Inc. Evaluation of Firms All five responding firms were invited for an interview and four fines (California Advocacy, LLC withdrew at the last moment) participated on December 19, 2023. The subcommittee, consisting of Mayor Ly, Councilmember Annenta, and City Manager Kim, found that all four AGENDA ITEM 6.A City Council Meeting January 9, 2024 Nee 2 of 4 firms presented the experience, knowledge, and capability to provide the requested State lobbyist and advocacy services to Rosemead. The following are salient summaries of the four firms: Joe A. Gonsalves & Sons — "Gonsalves" was founded in 1975 by Mr. Joe A. Gonsalves, who served as a member of the California State Assembly from 1962 to 1974. The firm is represented by three full-time lobbyists (Anthony Gonsalves who joined the firm in May 1977, Jason Gonsalves joined in December 1998, and Paul Gonsalves joined in 2004) that work in collaboration on all matters. Gonsalves emphasized working cooperatively with the City to ensure a high level of legislative and administrative success and to establish a "voice" in Sacramento. Of note, Rosemead has had a long-standing services agreement with Gonsalves dating back to May 1977. Proposed Fee Schedule: $2,750/mo. (fixed) Townsend Public Affairs — "TPA" was founded in 1998 by Mr. Christopher Townsend. Before establishing Townsend, Mr. Townsend served as the Senior Director of Government and Community Affairs for PepsiCo Inc. and served as the Vice President of Public Affairs with Stein -Brief Group, Inc. TPA currently has 21 employees with 16 registered state lobbyist and grant writers. Mr. Eric Thorson, Deputy Director, is proposed as the main contact for Rosemead, and would be supported by a team of three: Niccolo De Luca, Vice President, Alex Gibbs, Grants Manager, and Carlin Shelby, Associate. TPA emphasized working with the City as an extension to Staff in finding success for Rosemead's goals. Proposed Fee Schedule: $4,000/mo. (fixed) Lucien Global — "Lucien Partners" (dba) was founded in 2018 by Mr. Darryl Lucien who will serve as the main contact to Rosemead with support from Diana Vinogradska, Chief of Staff. Prior to founding Lucien Partners, Mr. Lucien served in various roles for over eight years including Chief of Staff, Deputy Chief of Staff, Legislative Director, Legislative Aide, and Assembly Fellow in the California State Assembly. The firm's practice includes both legislative advocacy and regulatory advocacy, and provides its clients with comprehensive services, including wrap-around advocacy, communications, political consulting, and coalition -building services. The firm emphasized tailoring its services to Rosemead by inventorying the City's priorities and building a comprehensive campaign strategy for success. Proposed Fee Schedule: $7,500/mo. + travel reimbursement Balance Public Relations — "BPR" was founded in 2015 by Mr. Dean Florez who served on the State Senate between 2002 and 2010, and the Assembly in 1998 for two -terms. Mr. Florez will serve as the main contact to Rosemead with support from Vice President Bob Alvarez and Principal Chief Strategist Elaine Howie. BPR emphasized that if awarded the contract, Rosemead will be its sole municipal client to ensure catered services. BPR also maintains offices in Los Angeles and in Sacramento, and has the ability to provide in-person support to Rosemead. City Council Meeting January 9, 2024 Page 3 of 4 Proposed Fee Schedule: $7,500/mo. (fixed) CONCLUSION Based on the proposals submitted and interviews of the four firms, the subcommittee found that all four firms have the experience, knowledge, and resources to provide State lobbyist and advocacy services to Rosemead. The subcommittee, however, did not reach a consensus on the top firm to recommend to the City Council but did decide on two firms to forward as a recommendation: Lucien Partners and BPR. The Council may of course select any of the four firms at its discretion. SUBCOMMITTEE RECOMMENDATION That the City Council review and consider the subcommittee's recommendation to select either Lucien Partners or BPR for the State Lobbyist and Advocacy Services and authorize the City Manager to enter into a three-year Professional Services Agreement with two one-year extension options. FISCAL IMPACT The previous fees paid for state lobbyist and advocacy services were $2,500 monthly or $30,000 annually which is budgeted within the General Fund. The additional fiscal impact of the contract to be awarded over budget by the City Council will vary, ranging from an additional $250 per month to an additional $5,000 per month, depending on the chosen firm. The potential annual fiscal impact over budget will range from an additional $3,000 to $60,000 annually. The overall General Fund budget may be able to absorb the additional cost of the new firm. If a budget adjustment is necessary, it will be presented during the mid -year budget review. STRATEGIC PLAN IMPACT Meets the Rosemead 2030 Strategic Plan goals as follows: • Safety — Explore grant funding to install additional cameras in parks and other public facilities to help deter crime. • Safety — Explore grant opportunities and continue to work with the San Gabriel Council of Governments (SGVCOG) and other regional partners to address homelessness. • Infrastructure — Continue to seek grants and other funding opportunities for street improvements and infrastructure enhancements. • Parks and Programs — Continue to look for funding opportunities to expand parks and facilities. PUBLIC NOTICE PROCESS This item has been noticed through the regular agenda notification process. City Council Meeting January 9, 2024 Paee 4 of 4 Attachment A: Request for Proposal ("RFP") Attachment B: Proposal from Jose A. Gonsalves & Sons Attachment C: Proposal from Townsend Public Affairs, Inc. Attachment D: Proposal from Lucien Partners Attachment E: Proposal from Balance Public Relations & Strategic Solutions, Inc. Attachment A Request for Proposal 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/portal/54150/portal-home. Proposals are due no later than 10:00 a.m. on August 24, 2023, 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: July 26, 2023 REQUEST FOR PROPOSAL NO. 2023-11 STATE LOBBYIST AND ADVOCACY SERVICES City of Rosemead City Manager's Office 8838 E. Valley Blvd. Rosemead. CA 91770 Proposal Reissued: July 26, 2023 Written Questions Due: August 3, 2023 Proposals Due: August 24, 2023 TABLE OF CONTENTS 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 was 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 the 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 10:00 a.m. on August 24, 2023. 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 performed. The term of this agreement shall be for three (3) years. A contract for a 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. 4 • 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 5 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 maybe 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. Hardcopy or Electronic proposals will be accepted as follows: Hardcopy proposals must be filed with the Office of the City Clerk, on or before 10:00 A.M., on August 24, 2023. 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://pbsystem.planetbids.com/portal/54150/portal-home. Proposal submittal due date is 10:00 A.M., on August 24, 2023. It is the sole responsibility of the Bidder to see that their bid is submitted at the proper time. Any proposal received after the scheduled closing time for receipt of proposals will be returned to 1 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 REISSUED JULY 26, 2023 WRITTEN QUESTIONS DUE AUGUST 3, 2023 RESPONSES TO QUESTIONS AUGUST 10, 2023 PROPOSALS DUE AUGUST 24, 2023 POSSIBLE INTERVIEWS* AUGUST 28-31, 2023 REPORT TO CITY COUNCIL SEPTEMBER 12, 2023 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. 7 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. 9 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." 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 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. 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 promptly removed from the Project by the Consultant at the request of the City. 10 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. 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 11 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 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 12 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: 13 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 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 14 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. 3.5.11 Successors and Assigns: This Agreement shall be binding on the 15 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 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 16 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] 17 CITY OF ROSEMEAD CONTRACTOR By: By: _ City Manager Date Date Attest: City Clerk Date Name: Title: [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: Title: F[s3 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 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 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 -party) 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 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 M. 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. 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 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 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 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. Attachment B Proposal from Jose A. Gonsalves & Sons Joe A. Gonsalves & Son Anthony D. Gonsalves Jason A. Gonsalves 111 Paul A. Gonsalves ���� lIi VNOFFSSIONAL, er.I5LATI VE YLONESM ttst sr. wire uo sArnuwxrO.o. " a wu.avN ON NLwf FA%OM NIdOBI August 8, 2023 Mr. Ben Kim, City Manager City of Rosemead 8838 E. Valley Blvd. Rosemead, CA 91770 Dear Mr. Kim: Thank you for the opportunity for Joe A. Gonsalves and Son to submit our proposal for RFP No. 2023-11, State Lobbyist and Advocacy Services for the city of Rosemead. We are honored to provide the attached proposal re -introducing you, and the city of Rosemead, to our firm. As you know, our firm had the honor and privilege of representing the City since 1977. Our firm's strategic approach to advocacy is custom tailored to the unique needs of each of our clients by utilizing our 46 years of experience and relationships with Legislator's, the Administration and stakeholders. Our advocacy will embrace and help preserve the safe and secure environment for the people who live, work, and play in the city. Our firm will help ensure the city of Rosemead continues to offers a desirable and affordable community in which to live and a dynamic and expanding business sector that is an economic growth engine through a tailored -made approach unique to the city of Rosemead. I have enclosed a list of our present clients. As you can see, we represent a large number of cities. We believe our base of client cities has provided us the unique opportunity to work with each member of the Legislature. Recognizing the number of Legislators coming out of local governments, we have established relationships prior to them being elected to the Legislature. In addition, I have enclosed an outline of both our legislative and grant funding accomplishments. Please note this is a partial list as it would be impossible for me to fully communicate the level of success we have enjoyed in representing our clients over the past 46 years. We represent a very distinguished group of clients other than cities. For example, Long Beach Transit, providing transit services throughout the Long Beach region; and Access Services, the only paratransit service provider in Los Angeles County. In addition, we represent 29 Palms Band of Mission Indians, a leader amongst tribal governments. I strongly believe it is this blend of special people who assist us in being as effective as we are. Our firm operates on a very personal and professional level, always working hard to accomplish our clients' goals. The late Senator, Ken Maddy, coined our firm the "Gonsalvi". When asked what he meant by the nickname, Senator Maddy responded, "you're like alumni, when you guys are working an issue, you are everywhere". Still today the members of the Legislature refer to us as "the Gonsalvi". I would recommend you contact any Legislator and ask them about our firm. In addition, we encourage you to discuss our representation with our clients. We want you to know that we are honored to have such a long-standing relationship with City of Rosemead as your legislative advocates and we would be privileged to continue that relationship. Should you have any questions or concerns, please feel free to contact me. Sincerely, NO M � MEN M=_ ANTHONY D. GONSALVES Joe A. Gonsalves & Son n Anthony D. Gonsalves Jason A. Gonsalves 111 i Paul A. Gonsalves i� j �Rr�'tli aROFPSMI L tteisunvenPaars BMX -SU_ eviauwlwe�i,UW14-aua _LST. , Our firm operates on a very personal and professional level, always working hard to accomplish our clients' goals. The late Senator, Ken Maddy, coined our firm the "Gonsalvi". When asked what he meant by the nickname, Senator Maddy responded, "you're like alumni, when you guys are working an issue, you are everywhere". Still today the members of the Legislature refer to us as "the Gonsalvi". I would recommend you contact any Legislator and ask them about our firm. In addition, we encourage you to discuss our representation with our clients. We want you to know that we are honored to have such a long-standing relationship with City of Rosemead as your legislative advocates and we would be privileged to continue that relationship. Should you have any questions or concerns, please feel free to contact me. Sincerely, NO M � MEN M=_ ANTHONY D. GONSALVES FIRM QUALIFICATIONS By way of background, our firm was founded by Joe A. Gonsalves in 1975. He served as a member of the California State Assembly from 1962 through 1974. Prior to that, he served as a Dairy Valley Council Member including two years as Mayor of the city of Dairy Valley, which is now the city of Cerritos. In January 1977, Anthony Gonsalves joined the firm after having worked for the California State Senate. Shortly after he joined the firm, we incorporated; and we are now known as Joe A. Gonsalves & Son. In December of 1998, Jason Gonsalves, joined our firm to assist with our lobbying efforts. That gave our firm the proud distinction of being the first to have three generations of legislative advocates working on behalf of their clients. In October of 2004, Paul Gonsalves, joined our firm after most recently serving as a legislative aide to former Assemblymember Rudy Bermudez. Paul received a B.A. in Political Science, a minor in Public Administration, and became Certified in Grant Writing from San Diego State University. Our firm lists our scope of services in very general terms. We purposely do this to ensure that each client has the flexibility to request any assistance you may require in Sacramento, such as setting up meetings with the appropriate legislators, Governor's office or the various state departments. Should you have any changes you would like to make in the contract, please feel free to discuss those with us. Additionally, we do not assign clients to a specific lobbyist in the firm. Instead, you have access to all the firms' employees at any time. Our firm charges a retainer on a monthly basis and contains a 30 -day cancellation clause, as we are confident in our ability to continue to provide your City with an unparalleled level of service. The retainer is all inclusive of the services we would provide for the City. We do not charge for any additional costs unless you require us to meet outside of Sacramento. Our firm is extremely confident in our ability to meet the objectives and scope of work outlined in your proposal. We will work cooperatively with your management staff, City Council and the Community & Legislative Affairs team to ensure a high level of legislative and administrative success in Sacramento. We utilize every asset available to us and we will personally meet with each Member of the Legislature, their Staff and the Governor's office to ensure such success. Our strategies will vary depending upon the issues as well as Sacramento's ever changing political climate. Whenever you and/or your staff requests something from our firm, we get to work on it immediately and report the actions back to you. Joe A. Gonsalves & Son is a full-service lobbying firm that has a reputation for hard work, honesty and a proven record of success. Our firm has the combined skills and expertise to get the results you want. Our firm was founded in 1975 by Joe A. Gonsalves. As a former California lawmaker, his long-standing reputation of honesty and integrity continues to serve Joe A. Gonsalves & Son Anthony D. Gonsalves Jason A. Gonsalves Paul A. Gonsalves PROFESSIONAL LEGISLATIVE REPRESPMAnm ML T. WTEIFAx —r^`�EmJL PI NI-W910.UWW37" (mrlruQpuM.cm I FIRM QUALIFICATIONS By way of background, our firm was founded by Joe A. Gonsalves in 1975. He served as a member of the California State Assembly from 1962 through 1974. Prior to that, he served as a Dairy Valley Council Member including two years as Mayor of the city of Dairy Valley, which is now the city of Cerritos. In January 1977, Anthony Gonsalves joined the firm after having worked for the California State Senate. Shortly after he joined the firm, we incorporated; and we are now known as Joe A. Gonsalves & Son. In December of 1998, Jason Gonsalves, joined our firm to assist with our lobbying efforts. That gave our firm the proud distinction of being the first to have three generations of legislative advocates working on behalf of their clients. In October of 2004, Paul Gonsalves, joined our firm after most recently serving as a legislative aide to former Assemblymember Rudy Bermudez. Paul received a B.A. in Political Science, a minor in Public Administration, and became Certified in Grant Writing from San Diego State University. Our firm lists our scope of services in very general terms. We purposely do this to ensure that each client has the flexibility to request any assistance you may require in Sacramento, such as setting up meetings with the appropriate legislators, Governor's office or the various state departments. Should you have any changes you would like to make in the contract, please feel free to discuss those with us. Additionally, we do not assign clients to a specific lobbyist in the firm. Instead, you have access to all the firms' employees at any time. Our firm charges a retainer on a monthly basis and contains a 30 -day cancellation clause, as we are confident in our ability to continue to provide your City with an unparalleled level of service. The retainer is all inclusive of the services we would provide for the City. We do not charge for any additional costs unless you require us to meet outside of Sacramento. Our firm is extremely confident in our ability to meet the objectives and scope of work outlined in your proposal. We will work cooperatively with your management staff, City Council and the Community & Legislative Affairs team to ensure a high level of legislative and administrative success in Sacramento. We utilize every asset available to us and we will personally meet with each Member of the Legislature, their Staff and the Governor's office to ensure such success. Our strategies will vary depending upon the issues as well as Sacramento's ever changing political climate. Whenever you and/or your staff requests something from our firm, we get to work on it immediately and report the actions back to you. Joe A. Gonsalves & Son is a full-service lobbying firm that has a reputation for hard work, honesty and a proven record of success. Our firm has the combined skills and expertise to get the results you want. Our firm was founded in 1975 by Joe A. Gonsalves. As a former California lawmaker, his long-standing reputation of honesty and integrity continues to serve c ' Joe A. Gonsalves & Son Anthony D. Gonsalves Jason A. Gonsalves ■1111 ; Paul A. Gonsalves PQM YIINIuITEMA%OYNQIA.MFMO.UMWiIN as our firm's foundation. In January 1977, Anthony joined the firm after having worked for the California State Senate. Shortly after Anthony joined the firm, we incorporated; and we are now known as Joe A. Gonsalves & Son. The political process in Sacramento is truly complex. In the four plus decades Anthony has been lobbying in Sacramento, he has had the opportunity to master such complexities, which enables our firm to be successful when representing our clients on particularly difficult and controversial issues. In December of 1998, Jason joined our firm to assist with our lobbying efforts. That gave our firm the proud distinction of being the first to have three generations of legislative advocates working on behalf of their clients, which continued until Joe passed away in July 2000. Jason has successfully represented our clients before the Legislature and various State Agencies in the areas of local government finance, utilities and commerce, water, public employees' retirement, workers' compensation, environmental regulation, telecommunications, and conflict of interest issues. In October of 2004, Paul, joined our firm after most recently serving as a legislative aide to former Assemblymember Rudy Bermudez. Paul received a B.A. in Political Science, a minor in Public Administration, and became Certified in Grant Writing from San Diego State University. Paul has successfully represented our clients before the Legislature and various State Agencies in the area of transportation, environmental quality, water, affordable housing, local governance and telecommunications. In addition, Paul has helped secure millions in State grant funding for our clients. In 2005 a newspaper reporter asked a high-ranking legislative staff member if he/she thought future generations would join the "Gonsalvi" at which the staff member responded "you sort of hope they do, it's hard to imagine this place without a Gonsalves." The Members of the Legislature and their staff know and respect us in Sacramento and, as importantly, they know we respect them. Without integrity, one cannot lobby, and our integrity never waivers. PROJECT TEAM INFORMATION Our firm intentionally does not divide up workload. We have three full time lobbyists in our firm and each lobbyist is fully engaged in our representation of your Agency. As an example, when a sponsored bill is being heard in committee, we will have each of us in committee. One of us will provide testimony, one may be meeting with Members and/or staff in their offices, and one will likely be pulling a member out of committee to request their support. It is very difficult for one lobbyist to actually lobby an entire committee alone. All three of us will be E Joe A. Gonsalves & Son Anthony D. Gonsalves Jason A. Gonsalves t 11 I i Paul A. Gonsalves ^�rr MOFE.SSIOfOtL LEGIS[ TIVEOEPAE AnM � tl BTSL ST.•WITE S% SALFASIFMO."MJB 37" BIBN1.669T PAIIBMNId 9 1 Favil: Bou�Ire•q{muM.cm available for the duration of the Scope of Work. Our entire firm intentionally uses the same gonsalves@gonsalvi.com email address. We do this in order to make sure each member of our firm is aware of the issues of importance as we coordinate our efforts. Whenever we take on an issue, all three lobbyists actively advocate on your behalf. As you know, we are a family firm with three lobbyists, Anthony Gonsalves (father), and his two sons, Jason and Paul Gonsalves. As with most family businesses you can safely assume the organizational structure, with one significant difference, we consider each and every one of our clients to be "the boss'. Personnel: • Anthony D. Gonsalves — President: (44 years) • Jason A. Gonsalves — Vice President: (23 years) • Paul A. Gonsalves — Lobbyist: (17 years) • Sasha Spangler — Office Assistant (21 years) • Stacey Scambray — Office Assistant (5 Years) STAFF BIOGRAPHIES Anthony D. Gonsalves Anthony joined Joe A. Gonsalves & Son in 1977. Anthony started his career working for the California State Senate. The political process in Sacramento is truly complex, with over 4 decades of experience; Anthony has had the opportunity to master such complexities. Anthony is a smart, never -give -up kind of lobbyist. He thinks of every angle. Most lobbyists will slow down at some point; not Anthony. He will not slow down until the job is done. The desire to win for our clients is paramount in his mind. Anthony is widely recognized as one of Sacramento's longest tenured and successful lobbyists. Anthony and his wife Evelyn have been married for 49 years and they have 4 grown sons and 9 grandchildren. Jason A. Gonsalves Jason joined Joe A. Gonsalves & Son in 1998. This gave Joe A. Gonsalves & Son the proud distinction of being the first California lobbying firm to have 3 generations lobbying in Joe A. Gonsalves & Son ^� Anthony D. Gonsalves Jason A. Gonsalves 111 ` Paul A. Gonsalves DROFESSIQVAL LEGISLATVEREPRFSEHTATON SULST.-WiM350 SALRAMER30.CA85311-3133 8186u6 -Fuvlsald l � Fm.h /m..1'n+BpnlKmm Sacramento. The firm held this distinction until Joe A. Gonsalves passed away on July 7, 2000. Jason continues to represent our clients before the Legislature and various state agencies in the areas of; local government finance, utilities and commerce, public employees retirement, workers compensation, telecommunications, and conflict of interest issues. Over the past two decades, Jason has mastered the internal machinery of the California legislative process and our clients look to him for guidance on the most complex issues such as redevelopment dissolution. Jason lives in Folsom, CA. with his wife Tracy. They have two children, daughter Taylor and son Joe. Paul A. Gonsalves Paul joined the firm in 2004. Paul started his career working at the State Capitol for Assembly Member Rudy Bermudez in 2002. Paul earned his Bachelor of Arts degree in Political Science with a minor in Public Administration and became Certified in Grant Writing from San Diego State University. Paul's previous experience working inside the Capitol has benefited our clients tremendously. He has mastered the process from the inside out and has developed life-long relationships that have enabled him to successfully represent our clients. Paul has successfully represented our clients before the Legislature and various State Agencies in the area of transportation, environmental quality, water, affordable housing, local governance and telecommunications. In addition, Paul has helped secure millions in State grant funding for our clients. Paul lives in Loomis, Ca. with his wife Jamie, and their two sons, Parker and Peyton. THIRD PARTY/SUBCONTRACTORS Joe A. Gonsalves & Son does not intend to subcontract for the proposed services, however, we do recognize the value of relationships and leveraging a diverse set of strengths and experiences to achieve a common interest and goal. Our firm has significant experience in building, leading, and working in coalitions with public, private and aligned advocacy groups to support our goals and objectives. Every legislative policy has numerous proponents and opponents, which varies depending on the issue. Our firm will assist in identifying and building coalitions with stakeholders that support the City's legislative and policy positions. Additionally, we have personal and professional relationships with every member of the Legislature and their staff, including your Assemblymember and Senator. 1 would recommend you contact any Legislator and ask them about our firm. In addition, we encourage you to discuss our representation with our clients REFERENCES In addition to the following references, I have enclosed a list of our present clients. As you can see, we represent a large number of municipal agencies. We believe our base of clients have provided us the unique opportunity to work with each member of the Legislature. Recognizing the number of Legislators coming out of local governments, we have established relationships prior to them being elected to the Legislature. I would recommend you contact any Legislator and ask them about our firm. In addition, we encourage you to discuss our representation with any of our clients. 1. Thaddeus McCormick, City Manager City of Lakewood 5050 Clark Ave Lakewood, CA 90712 562-866-9771 Tmack(a), lakewoodcity. org 2. John Moreno, City Manager City of Paramount 16400 Colorado Ave Paramount, CA 90723 (562) 220-2000 Jmoreno c&paramountcitv.com 3. Chris Freeland, City Manager City of Indian Wells 44-950 EI Dorado Drive Indian Wells, CA 92210 760 346-2489 cfreeland(@indianwells.com Joe Gonsalves A. & Son ✓E`a't �\�\\ Anthony D. Gonsalves Jason A. Gonsalves Paul A. Gonsalves �I• DRU UAfBTrFAXB]1MMH-]]W '"��� BUN N� 1-1 1.. ....M1t.@tmWM. opponents, which varies depending on the issue. Our firm will assist in identifying and building coalitions with stakeholders that support the City's legislative and policy positions. Additionally, we have personal and professional relationships with every member of the Legislature and their staff, including your Assemblymember and Senator. 1 would recommend you contact any Legislator and ask them about our firm. In addition, we encourage you to discuss our representation with our clients REFERENCES In addition to the following references, I have enclosed a list of our present clients. As you can see, we represent a large number of municipal agencies. We believe our base of clients have provided us the unique opportunity to work with each member of the Legislature. Recognizing the number of Legislators coming out of local governments, we have established relationships prior to them being elected to the Legislature. I would recommend you contact any Legislator and ask them about our firm. In addition, we encourage you to discuss our representation with any of our clients. 1. Thaddeus McCormick, City Manager City of Lakewood 5050 Clark Ave Lakewood, CA 90712 562-866-9771 Tmack(a), lakewoodcity. org 2. John Moreno, City Manager City of Paramount 16400 Colorado Ave Paramount, CA 90723 (562) 220-2000 Jmoreno c&paramountcitv.com 3. Chris Freeland, City Manager City of Indian Wells 44-950 EI Dorado Drive Indian Wells, CA 92210 760 346-2489 cfreeland(@indianwells.com l xl`� �1 �.L[Ahony Joe A. Gonsalves & Son D. Gonsalves on A. Gonsalves l A. Gonsalves SIGI nUGIS1 "VE NEYGE5 AnaY 3LBT. WnW-SACPMI .CAMW3M3a Fall: /nrFe.QlmWKmm LEGISLATIVE ACCOMPLISHMENTS Over the years, our firm has shared in a number of successes with our clients ranging from No & Low Property Taxes, City Dependent Special Districts, Municipal Utility, and the Constitutional protection of your City's Bradley -Burns sales tax resulting from the negotiations and passage of Proposition 1A. Additionally, our firm is one of the few, if any, who have been successful in finding resolutions to the ever -challenging redevelopment dissolution process. We assisted numerous cities in developing a path forward with the State Department of Finance and we coordinated several successful land transfers. I have attached for your review an outline of both our legislative and grant funding accomplishments. Please note, this is a partial list as it would be impossible for me to fully communicate the level of success we have enjoyed in representing our clients. The following will provide you with highlights of three experiences of a similar nature: 1. Redevelopment Dissolution: On behalf of the City of San Bernardino and many of our other client cities Our firm has extensive experience assisting our client Cities with the redevelopment dissolution process. Many of our clients were well behind in the process and had not received a Finding of Completion (FOC). Therefore, many Cities were not eligible to secure their Long -Range Property Management Plan and the "fire sale" provisions contained in AB26x were quickly approaching. In May 2014, we scheduled a series of meetings for the City of San Bernardino with the RDA dissolution manager's, Justyn Howard, Allen Parker and Jim Morris. These meetings provided an invaluable opportunity for the City to better understand DOF's misgivings as well as the City's sincere desire to work through the dissolution process. We began working on the Successor Agencies (SA) installment plan with DOF in order to satisfy the City's Low- and Moderate -Income Housing Fund Due Diligence Review Payment and the Other Funds and Accounts Due Diligence Review amounts due. This was a critical step as it enabled the City's SA to proceed with a request for their FOC and on December 22, 2015 the City of San Bernardino received the much -awaited FOC. Our attention then shifted to securing their LRPM, which was critically important for the City/SA, especially considering the number of properties owned by the former redevelopment agency. Just to mention a few, we sought direction/negotiated on the following: t G Joe A. Gonsalves & Son Anthony D. Gonsalves Jason A. Gonsalves 111 Paul A. Gonsalves }^ an eRrr ;,, �`i1T.- IM PA%YMMICRAMFMO.CAMW3M California National Guard Armory: was approved to be transferred to the City as Governmental Use • U.S. Army Reserve: was approved to be transferred to the City as governmental use and is approved as listed on the LRPMP. • 2 Parking lots were approved as a permissible use of Sale. The statute was amended to allow these to be retained by the City. The prior examples are just a few examples of the many properties we had to ensure were listed appropriately on the City's LRPMP as we were up against the December 31, 2015 "fire sale" deadline. Most importantly, at 4:03pm on December 31, 2015, with less than 8 hours to spare the city of San Bernardino's 236 -page LRPMP was approved by the DOF. This was quite a relief to all who had worked so diligently through the holidays in order to ensure we did not miss the LRPMP deadline. Dissolution of redevelopment never seems to end. Our firm has assisted our client Cities in facilitating the transfer and/or sale of countless former redevelopment agency properties. In many instances, we were able to turn the City's relationship with DOF around in order for their SA to receive its FOC and LRPMP. 2. AB 117 (Cohn, 2005): On behalf of the City of Santa Clara About 30 cities that never levied a property tax before Proposition 13 are called no property - tax cities, and about 60 cities that levied only low property tax rates are known as low property -tax cities. Counties must shift some of their own property tax revenues to these no/low cities. The payments to the no/low cities are called tax equity allocations, or TEA (AB 1197, Willie Brown, 1988). In most counties, TEA payments to the no/low cities are equal to 7% of the property tax revenues generated within their city limits. However, an exception requires Santa Clara County to allocate no more than 55% of the TEA funding that the four no/low cities in the county would otherwise be qualified to receive (AB 1175, Willie Brown, 1989). The 55% limit was the product of an agreement, reached through intense negotiations, between Santa Clara County and the cities of West Hollywood, Los Altos Hills, Monte Sereno, and Saratoga. AB 117 repealed the 55% cap in Santa Clara County on Tax Equity Allocation (TEA) funding for the county's four no/low property tax cities starting in the 2006-07 fiscal year. The four cities contend that the limit on their TEA funding has kept them from adequately funding city services. The cities talked extensively with Santa Clara County officials about eliminating the 55% TEA cap, which currently saves the county $4.2 million in property tax revenues. S�I`�liv` 1 v E, Joe A. Gonsalves 81 Son Anthony D. Gonsalves Jason A. Gonsalves t 111 Paul A. Gonsalves 1u DPOMLST- g'F�x MMIP MCAMHJB6 -0p'! 1 P N: {aeNWe 10"MI-mem Eliminating the 55% limit allowed the four cities to receive the full 7% of the property tax revenues generated within their city limits. In exchange, the cities would provide additional services that reduce the county's costs. The Santa Clara County Board of Supervisors approved the cities' proposals. Absent the 55% TEA cap, Santa Clara County's educational revenue augmentation fund (ERAF) would receive approximately $600,000 more in property tax revenues from the four no/low cities but about $2 million less from Santa Clara County, resulting in a net loss to ERAF of approximately $1.4 million in FY 2006-07. This amount would be compounded in future years by the property tax growth rate. 3. SB 107 (Budget, 2015): On behalf of the Cities of Eastvale, Jurupa Valley, Menifee and Wildomar. In 1998, the Legislature began cutting the VLF rate from 2% to 0.65% of a vehicle's value. The State General Fund backfilled the lost VLF revenues to cities and counties. As part of the 2004-05 budget agreement, the Legislature enacted the "VLF -property tax swap," which replaced the VLF backfill from the State General Fund with property tax revenues that otherwise would have gone to schools through the Educational Revenue Augmentation Fund (ERAF). This replacement funding is known as the "VLF adjustment amount." The State General Fund backfills schools for their lost ERAF money. The VLF -property tax swap did not reallocate extra property tax revenues to cities that were not in existence when the State was compensating cities for the difference between the 2% and 0.65% VLF rates. As a result, new cities received less VLF funding than they would have if they had incorporated before the VLF property tax swap. Cities asked the Legislature to reallocate a portion of existing cities' remaining VLF funds to new cities to help make new city incorporations financially feasible. In response, the Legislature passed AB 1602 (Laird, Chapter 556, Statutes of 2006), which changed the allocation of VLF funds to restore the VLF revenues for city incorporations that were lost under the VLF -property tax "swap." AB 1602's formula allocated $50 per capita adjusted annually for growth. In 2011, The Legislature passed SB 89, which re -calculated the Department of Motor Vehicle's administration fund to $25 million and increased vehicle license registration by $12 per vehicle to offset DMV's cut budget. SB 89 also eliminated VLF revenues allocated to cities and shifted those revenues to fund public safety realignment. Proposition 30 (2012) amended the Constitution to permanently dedicate a portion of the sales tax and VLF to local governments to pay for the programs realigned in 2011-12. Four new cities incorporated after the Laird bill enacted new VLF funding allocations for new 10 c �l Joe A. Gonsalves & Son Anthony D. Gonsalves IW Jason A. Gonsalves r I11 i, Paul A. Gonsalves PROFESSIONAL LEGISUnn GEP ME AnW t11 845LST.-SOIMM SA@AMFMO,G0.54H47% l-` PIBNIA PA%neul- l cities and before those allocations were repealed. The City of Wildomar incorporated on July 1, 2008. The City of Menifee incorporated on October 1, 2008. The City of Eastvale incorporated on October 1, 2010. The City of Jurupa Valley officially incorporated on July 1, 2011, only two days after SB 89 repealed the VLF allocation formulas for new cities. SB 89's elimination of VLF allocations created severe fiscal hardships for cities that incorporated with the expectation that they would receive VLF revenues under the formulas enacted by the 2006 Laird bill. After 4 years of relentless work and effort on this issue, our firm was able to secure $24 million dollars in fiscal relief to these four cities through a budget trailer bill, SB 107 (Budget, 2016). PROJECT APPROACH Our firm is extremely confident in our ability to meet the objectives and scope of work outlined in your proposal. We will work cooperatively with your management staff, City Council and the Community & Legislative Affairs team to ensure a high level of legislative and administrative success in Sacramento. We utilize every asset available to us and we will personally meet with each Member of the Legislature, their Staff and the Governor's office to ensure such success. Our strategies will vary depending upon the issues as well as Sacramento's ever changing political climate. Whenever you and/or your staff requests something from our firm, we get to work on it immediately and report the actions back to you. As previously mentioned, our firm intentionally does not divide up workload. We have three full time lobbyists in our firm and each lobbyist is fully engaged in our representation of your City. As an example, when a sponsored bill is being heard in committee, we will have each of us in committee. One of us will provide testimony, one may be meeting with Members and/or staff in their offices, and one will likely be pulling a member out of committee to request their support. It is very difficult for one lobbyist to actually lobby an entire committee alone. All three of us will be available for the duration of the Contract. Once we have received direction from your City and the facts regarding a specific matter, we will immediately work with your staff on the following steps: • Identify potential Legislators whom can support our cause • Meet with the members of the Legislature • Meet with the pertinent committee consultants • Identify and meet with interest groups, lobbying firms and/or coalitions who can be supportive • Identify and meet with interest groups, lobbying firms and/or coalitions who may be in 11 V`;Z Joe A. Gonsalves & Son JR4 {� Anthony D. Gonsalves '')A\ Jason A. Gonsalves Paul A. Gonsalves ertrr ,,i PWFESSIUIIAL UGI SLATIVE YEPGESFMATIUN K1Lsr.. SUITE LSO• SACIG .GA W14.3M LIA416MV FAXDW449 PFI opposition. More than likely, we have a personal relationship with the opponents and or the firms that represent them and by reaching out early we find we are able to neutralize organizations that otherwise may have been opposed. Assuming legislation is necessary, we will meet with each Member of the various committees the legislation will be referred to in an effort to secure their support for our position prior to each hearing. We often times tell our clients: "our expertise is the legislative and regulatory process, we are not city of Rosemead experts", which means we will continue to work with your management and technical staff in order for each of us to have a clear understanding of the many issues we expect to provide assistance on. Our firm prides itself on being upfront and honest with the Legislature, which ensures we will never do anything to embarrass ourselves or your City Relationships and respect matter in Sacramento and we are extremely proud of the personal and professional relationships we have with the Executive Branch, State Agencies as well as the members of the Legislature. Our long-standing presence in Sacramento enables us to successfully represent your City. We provide your city with a weekly report, which we send out every Thursday or Friday, depending upon the legislative calendar. We tailor our weekly report to ensure it provides a specific update on the legislative proposals identified/adopted by your City Council. Additionally, we will provide the City with a monthly written and oral report of legislative activity, as requested. Our firm lists our scope of services in very general terms. We purposely do this to ensure that each client has the flexibility to request any assistance you may require in Sacramento, such as setting up meetings with the appropriate legislators, Governor's office or the various state departments. Legislation: Our firm actively monitors, reviews and participates in the daily activities of the Capitol and the State Agencies. We receive a copy of every bill introduced and each set of amendments. We will read each bill and the amendments and send those that we feel may be of interest to your city. In addition, as the legislative proposals develop, we provide you with fact sheets and analysis of the bills that may affect you. We provide your City a "weekly report" with the status of all bills either watched, supported and/or opposed by your City. Additionally, we actively sponsor bills on behalf of our client's as well as maintain a constant line of communication with the Members of the Legislature and their staff to ensure we are apprised of upcoming proposals. Our firm will assist in preparing written correspondence on 12 Joe A. Gonsalves & Son Anthony D. Gonsalves Jason A. Gonsalves 1111 Paul A. Gonsalves VRRFES ata MGISLAnn RVRUVP Anw MLS. WlnPsO SACRMAEN�O, CA AW143i« cro w.an rAx cro «I -(0B1 any/all issues of importance to the City. That said, we do not unilaterally adopt positions on behalf of the City. We work very closely with the City's management team under the direction of the City Council. Whenever your City adopts a position on legislation and/or proposed regulations, we cover all bases. We meet with the Author's office, the Committee Consultants (both Democrat and Republican), Legislative Leadership, all pertinent stakeholders, and provide testimony in each Committee in order to ensure your City's position is known and ultimately supported. Funding: Our firm proactively identifies any/all funding opportunities for your City and will assist you in developing your project proposals for each potential grant application. We recommend the city of Rosemead request our firm set-up a series of "action days' in Sacramento to meet with the various State Agencies overseeing the desired funding in an effort to craft a competitive proposal. Additionally, we recommend meeting with Legislator's and Legislative Committees to seek their input and support on any funding the City is seeking. Likewise, this will provide an opportunity for the City to receive information and provide input on any funding opportunities that may be available or coming available. Increased presence: An invaluable part of achieving the City's goals and objectives is establishing a voice in Sacramento. Our firm will accomplish this by maintaining our relationships and communication with key policy makers on your behalf. We strongly recommend you request our firm to set up a series of "action days" in Sacramento to meet with legislator's, key committee members and staff, the Governor's office, and State Agencies to discuss the Cities priorities. Our firm will be present to represent the City of Rosemead's positions on Legislation in every pertinent committee, on the floors of both houses, and in front of any state agency overseeing an issue of importance to the City. Regulatory and Administrative: The regulatory and administrative process are often the most time consuming and onerous part of advocacy. State Agencies within the State of California have continued to grow as the Legislature has provided many of them with new powers and responsibilities. Moreover, recent state budget investments and legislation have resulted in unprecedented amounts of funding for various projects. 13 Joe A. Gonsalves & Son S Anthony D. Gonsalves Jason A. Gonsalves 111 4 Paul A. Gonsalves PRORF kMAL1 ES1AT1V RUAU5 A"ON ertnr ,l; ML T. MOPA%/ NI.Wn.M=1n 31% F�n:,mrN.Qp..M m. t Our firm will monitor, analyze, participate and influence agencies with administrative actions of interest to the City. The process for regulations and funding guidelines will be handled in the same manner as legislative matters. We will work closely with the City to establish policy direction and we will take the necessary steps to best represent the City before the State Agencies. COSTS In our contract we charge a retainer on a monthly basis. The retainer is all inclusive of the services we would provide for your City. We do not charge for any additional costs unless you require us to meet outside of Sacramento. Our contract lists the scope of services we provide for our clients in very general terms. We purposely do this to ensure that each client has the flexibility to request any assistance our clients may require in Sacramento such as setting up meetings with the appropriate legislators, Governor's office or the various state departments. Should you have any changes you would like to make in the contract, please feel free to discuss them with me. Our firm currently has a fee schedule of $2500 per month with the City. This is far lower than what we propose for new client cities. In light of our long-standing relationship with the City, our firm proposes a slight increase to the fee schedule of $2,750 per month. CONFLICTS Our firm does not have any potential or existing conflicts of interest with the City of Rosemead or any individual City Official or member of City staff. 14 Toe A. Gonsalves & Son Anthony D. Gonsalves Jason A. Gonsalves Ili: Paul A. Gonsalves PR0"M101MLEGISLATIVEREPNEU11TAT10N 666LST. SMTE95D SACIUMEW0,CA95614-5766 616404507- FAX 916 441-5061 z0. Emma: 6.U.NW@On" Lram ACCESS SERVICES 3449 Santa Anita Avenue EI Monte, CA 91731 Andre Colaiace, Executive Director (213)270-6000 AMERICAN PROMOTIONAL EVENTS INC. dba TNT FIREWORKS 555 North Gilbert Street Fullerton, CA 92833 Tad Trout, President (714) 738-1002 BURRTEC WASTE & RECYCLING SERVICES LLC 41-575 Eclectic Street Palm Desert, CA 92260 Frank Orlett, Vice President (760)340-5901 CALIFORNIA ASSOCIATION OF DUI TREATMENT PROGRAMS "CADTP" 218 North Glendora Avenue La Puente, CA 91744 Barbara Aday-Garcia, Chair (626) 862-2215 CALIFORNIA CITY MANAGEMENT FOUNDATION "CCMF" 2533 Brown Dr, EI Cajon, CA 92020 Ken Pulskamp, Executive Director (844)226-2411 CALIFORNIA MUNICHeAL FINANCE AUTHORITY 2111 Palomar Airport Road Carlsbad, CA 92011 John Stoecker, Financial Advisor (760)930-1221 CLIENT LIST CALIFORNIA PRODUCER -HANDLER ASSOCIATION 313 Casa Linda Drive Woodland, CA 95695-4722 Amos DeGroot, President (530)662-1228 GALE BANKS ENGINEERING 546 South Duggan Avenue Azusa, CA 91702 Gale Banks, President (626)969-9600 GATEWAY WATER MANAGEMENT AUTHORITY "GWMA" 16401 Paramount Blvd. Paramount, CA 90723 Grace J. Kart, Executive Officer (626)485-0338 IRVINE COMMUNITY LAND TRUST One Civic Center Plaza Third Floor Irvine, CA 92606-5207 Steve Holtz, Neighborhood Services Manager (949) 724-6612 LONG BEACH TRANSIT Post Office 'B--731 1963 E. Anaheim St. Long Beach, CA 90801 Kenneth McDonald, President & CEO (562)489-8485 ORANGE COUNTY WATER DISTRICT 18700 Ward Street Fountain Valley, CA 92708 Alicia Dunkin, Legislative Affairs Liaison (714)378-3268 PACIFIC EDUCATIONAL SERVICES INC 1 ] 837 Kemper Road, Suite 2 Auburn, CA 95603 Walt Stockman, President (530) 888-1010 PORT OF STOCKTON 2201 W. Washington Street Stockton, CA 95203 Kirk DeJesus, Port Director (209) 946-0246 PORTUGUESE GOVERNMENT 3298 Washington Street San Francisco, CA 94115 Maria Joao Lopes Cardoso, Consul -General (415) 346-3400 SAN GABRIEL VALLEY WATER ASSOCIATION 725 North Azusa Avenue Azusa, CA 91702 Tony Zampiello, Assistant Executive Officer (626) 815-1305 SOUTH COAST AIR OUALITY MANAGEMENT DISTRICT "SCAOMD" 21865 Copley Drive Diamond Bar, CA 91765 Wayne Nastri, Executive Officer (909) 396-3203 TWENTY-NINE PALMS BAND OF MISSION INDIANS 46-200 Harrison Place Coachella, CA 92236 Mike Darrell, Chairman (760)625-6067 WILLDAN GROUP, INC. 2401 East Katella Avenue, Suite 300 Anaheim, CA 92806-6073 Paul Whitelaw, Senior Vice President Business Development (714) 940-6300 CITY OF ARTESIA CrrY OF CUPERTINO 18747 Clarkdale Avenue 10300 Torre Avenue Artesia, CA 90701 Cupertino, CA 95014 Aldo E. Schindler, City Manager Dianne Thompson, City Manager (562)865-6262 (408)777-3212 CITY OF ATASCADERO CITY OF DIAMOND BAR 6500 Palma Avenue 21810 Copley Drive Atascadero, CA 93422 Diamond Bar, CA 91765 Rachelle Rickard, City Manager Dan Fox, City Manager (805)461-5000 (909)839-7010 CITY OF BANNING CITY OF ELK GROVE 99 East Ramsey Street 8401 Laguna Palms Way Banning, CA 92220 Elk Grove, CA 95758 Doug Schulze, City Manager Jason Behrmann, City Manager (951)922-4860 (916)478-2249 CITY OF BARSTOW CITY OF FAIRFIELD 220 East Mountain View Street, Suite A 1000 Webster Street Barstow, CA 92311-2839 Fairfield, CA 94533 Willie A. Hopkins, Jr., City Administrator David Gassaway, Interim City Manager (760)255-5195 (707)428-7400 CITY OF BELLFLOWER CITY OF FILLMORE 16600 Civic Center Drive 250 Central Avenue Bellflower, CA 90706-5494 Fillmore, CA 93015 Jeffrey L. Stewart, City Manager David W. Rowlands, City Manager (562)804-1424 (805)524-37001 CITY OF CARSON CITY OF FOLSOM 701 E. Carson Street 50 Natoma Street Carson, CA 90745 Folsom, CA 95630 David C. Roberts, Jr., City Manager Elaine Andersen, City Manager (310)952-1728 (916)461-6010 CITY OF CERRITOS CITY OF FONTANA Post Office Box 3130 8353 Sierra Avenue 18125 Bloomfield Avenue Fontana, CA 92355 Cerritos, CA 90703-3130 Matthew Ballantyne, City Manager Art Gallucci, City Manager (909) 350-7659 (562) 860-0311 CITY OF GLENDORA CITY OF CHINO 116 East Foothill Blvd. 13220 Central Avenue Glendora, CA 91741-3380 Chino; CA 91710 Adam Raymond, City Manager Linda Reich, City Manager (626) 914-8201 (909)334-3302 CITY OF HAWAIIAN GARDENS CITY OF COMMERCE 21815 Pioneer Blvd. 2535 Commerce Way Hawaiian Gardens, CA 90716 Commerce, CA 90040-1487 Ernesto Marquez, City Manager Edgar P. Cisneros, City Administrator (562) 420-2641 ext. 236 (323) 722-4805 ext. 281 CITY OF'HEMET CITY OF LAGUNA HILLS 445 E. Florida Avenue 24035 EI Toro Road Hemet, CA 92543 Laguna Hills, CA 92653 Eddie J. Pust, Chief of Police/Acting City Manager Jarad Hildenbrand, City Manager (951)765-2300 (949)707-2620 CITY OF INDIAN WELLS CITY OF LAKEWOOD 44-950 El Dorado Drive 5050 Clark Avenue Indian Wells, CA 92210 Lakewood, CA 90712 Chris Freeland, City Manager Thaddeus McCormack, City Manager (760) 346-2489 (562) 866-9771 CITY OF INDUSTRY CITY OF LOMITA 15625 East Stafford Street 24300 Narbonne Avenue, PO Box 339 City of Industry, CA 91744 Lomita, CA 90717 Joshua Nelson, City Manager Ryan Smoot, City Manager (626) 333-2211 Ext. 114 (310) 325-7110 CITY OF IRWINDALE CITY OF LYNWOOD 5050 N. Irwindale Avenue 11339 Bullis Road Irwindale, CA 91706 Lynwood, CA 90262 Julian A. Miranda, City Manager Ernie Hernandez, City Manager (626) 430-2217 (310) 603-0220 Ext. 200 CITY OF JURUPA VALLEY CITY OF MARTINEZ 8930 Limonite Avenue 525 Henrietta Street Jurupa Valley, CA 92509 Martinez, CA 94553 Rod Butler, City Manager Michael Chandler, City Manager (951)332-6464 (925)372-3505 CITY OF KERMAN CITY OF NORCO 850 S. Madera Avenue 2870 Clark Avenue Kerman, CA 93630 Norco, CA 92860 John Jansons, City Manager Andy Okoro, City Manager (559)846-9384 (951) 735-3900 CITY OF LA MIRADA CITY OF NORWALK 13700 La Mirada Blvd. 12700 Norwalk Blvd. Room 3 La Mirada, CA 90638 Norwalk, CA 90650 Jeff Boynton, City Manager Jesus M. Gomez, City Manager (562)943-0131 (562)929-5700 CITY OF LA PUENTE CITY OF PALM DESERT 15900 E. Main Street 73-510 Fred Waring Drive La Puente, CA 91744 Palm Desert, CA 92260 Bob Lindsey, City Manager Todd Hileman, City Manager (626)855-;500 (760)346-0611 CITY OF LA OUINTA CITY OF PALMDALE 78495 Calle Tampico 38300 Sierra Highway Ste. A LaQuinta, CA 92253 Palmdale, CA 93550-4798 Jon McMillen, City Manager Rhonda Perez, Interim City Manager (760)777-7000 (661)267-5100 CITY OF PARAMOUNT CITY OF SOUTH GATE 16400 Colorado Avenue 8650 California Avenue Paramount, CA 90723-5050 South Gate, CA 90280 John Moreno, City Manager Chris Jeffers, Interim City Manager (562)220-2225 (323)563-9503 CFPY OF RANCHO CORDOVA CITY OF THOUSAND OAKS 2729 Prospect Park Drive 2100 Thousand Oaks Blvd. Rancho Cordova, CA 95670 Thousand Oaks, CA 90280 Cyrus Abhar, City Manager Andrew P. Powers, City Manager (916)851-8700 (805)449-2121 CITY OF REDDING CITY OF TORRANCE 777 Cypress Avenue 3031 Torrance Blvd. Post Office Box 496071 Torrance, CA 90503 Redding, CA 96001 Aram Chaparyan, City Manager Barry Tippin, City Manager (310) 328-5310 (530)225-5095 CITY OF VALLEJO CITY OF SANTA CLARTFA 555 Santa Clara Street 23920 Valencia Blvd. Suite 120 Vallejo, CA 94590 Santa Clarita,-CA 91355 Mike Malone, City Manager Kenneth W. Striplin, Ed.D (707) 648-4576 (661)255-4905 CITY OF VICTORVILLE CITY OF SANTA FE SPRINGS 14343 Civic Drive 11710 E. Telegraph Road Victorville, CA 92393 Santa Fe Springs, CA 90670 Keith C. Metzler, City Manager Ray R. Cruz, City Manager (760) 955-1681 (562) 868-0511 ext. 7510 CITY OF TWENTYNINE PALMS CITY OF ROSEMEAD 6136 Adobe Road 8838 East Valley Blvd. Twentynine Palms, CA 92277 Rosemead, CA 91770 Frank Luckino, City Manager Ben Kim, City Manager (760) 367-6799 (626)569-2104 CITY OF VACAVILLE CITY OF ROSEVILLE 650 Merchant Street 311 Vernon Street Vacaville, CA 95688 Roseville, CA 95678 Aaron Busch, City Manager Dominick Casey, City Manager (707) 449-5100 (916)774-5362 CITY OF VALLEJO CITY OF SANTA CLARTFA 555 Santa Clara Street 23920 Valencia Blvd. Suite 120 Vallejo, CA 94590 Santa Clarita,-CA 91355 Mike Malone, City Manager Kenneth W. Striplin, Ed.D (707) 648-4576 (661)255-4905 CITY OF VICTORVILLE CITY OF SANTA FE SPRINGS 14343 Civic Drive 11710 E. Telegraph Road Victorville, CA 92393 Santa Fe Springs, CA 90670 Keith C. Metzler, City Manager Ray R. Cruz, City Manager (760) 955-1681 (562) 868-0511 ext. 7510 CITY OF WEST COVINA CITY OF SIGNAL HH L 1444 West Garvey Avenue, Room 305 2175 Chert' Avenue West Covina, CA 91790 Signal Hill; CA 907 David Carmany, City Manager Joe Hoefgen,Interim City Manager (526)939-8401 (562)989-7302 CITY OF WHITTIER CITY OF SIMI VALLEY 13230 Penn Street 2929 Tapo Canyon Road Whittier, CA 90602 Simi Valley, CA 93063-2199 Brian Saeki, City Manager Brian P. Gabler, City Manager (562) 567-9999 (805)583-6701 CITY OF WILDOMAR 23873 Clinton Keith Rd. Ste. 201 W ildomar, CA 92595 Dan York, City Manager (951) 677-7751 ext. 209 WINDSOR TOWN OF 9291 Old Redwood Hwy, Bldg 400 Windsor, CA 95492 Jon Davis, Town Manager (707)838-1000 CITY OF YUCAIPA 34272 Yucaipa Blvd. Yucaipa, CA 92399 Ray A. Casey, City Manager (909) 797-2489, ext. 223 Joe A. Gonsalves & Son Anthony D. Gonsalves Jason A. Gonsalves 111,' Paul A. Gonsalves PRAM sOWLEGISL4nvEREPPISFYTATIOn ' I 1151, ST. - SMTE 250 • SACRAMEKTO, CA 95819.5788 015411-M- FAX 018 441.5081 Em": 9ozWm9@9ww1,L cam W, PROJECT FUNDING SECURED BY: JOE A. GONSALVES & SON EmEri I ,. e .4. Gonsalves &Son Client 2022 Fairfield Park Upgrades City of Fairfield 2022 Community Poo Rehab 2022 Park Lighting 2022 Park Project 2022 Park Playground 2022 Equestrian Center improvements City of 29 Palms City of Whittier City of Lynwood City of Cupertino City of Lakewood 2022 Wildlife Detection Initiative City of Rancho Cucamonga 2022 Park Renovations City of La Mirada 2022 Parks & Community Infrastructure City of Carson 2022 Open Space Acquisition City of Santa Clarita Grant Amount $1,500,000 $1,300,000 $500,000 $1,300,000 $1,000,000 $2,900,000 -__ $1,900,000 - $2,750,000 - --$7,000-000- — $7,000,000 — 2022 CORE Academy Training Facility I^ City of Rancho Cucamonga — $3,500,000 2022: Bike Trails and Water Quality City of Lynwood $900,000 Improvements 2022 Library Improvements City of Elk Grove $3,000,000 2022 Library Improvements City of Irwindale $500,000 2022 Bridge Reconstruction City of Cupertino $5,000,000 —2022 Metrolink Improvements — City of Simi Valley $4,500,000 2022 Bikeway project City of Paramount $2,000,000 2022 Shelter SOLANO Hall & Kitchen ( City of Fairfield $1,200,000 2022 Food Locker City of Rancho Cordova $2,500,000 2022 Feet First Foundation City of Martinez $3,000,000 2022 Veteran Housing City of Palmdale $2,700,000 2022 American legion Improvements City of Elk Grove $200,000 2022 Youth & Senior Center City of Bellflower $2,100,000 2022 Project RIDE City of Elk Grove $300,000 ---------------------------------------... --- ._—._.-- -- ; 2022 YMCA Improvements City of Lakewood $200,000 2022 Amphitheater Improvements City of Signal Hill i $5,000,000 -- 2022 Community Center--- City of Torrance 2022 Port of Stockton Rail Improvements Port of Stockton Roseville Public Library City of Roseville Pomona Public Library City of Pomona Irwindale Public Library City of Irwindale Beaumont Library District City of Beaumont Torrance Public Library City of Torrance Santa Fe Springs City Library City of Santa Fe Springs Rancho Cucamonga Public Library City of Rancho Cucamonga Hemet Public Library City of Hemet Folsom Public Library — —^ —Safe — City of Folsom - — Routes to School — City of Redding Safe Routes to School Safe Routes to School — ------------ ------- City of Alameda City of Concord ------ Safe Routes to School City of Claremont — — — Safe Routes to School City of La Puente $5,500,000 $9,600,000 $10,000 $8,500 $5,000 $95,000 $16,075 $19,000 $561,982 $28,657 $23,000 $373,700 $276,900 $436,400 $450,000 $387,000 Safe Routes to School Safe Routes to School Safe Routes to School Safe Routes to School Safe Routes to School i Safe Routes to School We Routes to School Safe Routes to School Safe Routes to School Proposition 1B Trade Corridor Improvement Fund i State Highway Operation and Protection Program Statewide Park Development & Community Revitalization Program City of Palmdale City of South Gate — City of Thousand Oaks City of Eastvale City of Fontana City of Moreno Valley City of Wildomar City of Placentia City of Pomona $449,800 $449,500 -- $332,000 -- $150,100 $254,200 $416,700 $170,800 $409,000 $900,000 i Port of Long Beach j $299,795,000 Port of Long Beach City of South Gate I Statewide Park Development & Community j City of Rosemead Revitalization Program Statewide Park Development & Community City of Rancho Cucamonga Revitalization Program $200,205,000 $2,000,000 j i I $3,134,066 $3,941,136 Statewide Park Development & Community Revitalization Program Safe Routes to School Bruggemeyer Memorial Library i Camarillo Library Fairfield Cordelia Library Fontana Library Lawndale Library National City Public Library Redding - Shasta County Library Victoria Gardens Library SF Bay to Stockton Ship Channel Deepening Project Sacramento River Deep Water Channel Project Gatewav-Vallev Grade Separation Washington Blvd Widening & Reconstruction Project City of Paramount $4,580,902 City of La Puente $664,470 City of Monterey Park $8,845,850 City of Camarillo City of Fairfield City of Fontana City of Lawndale City of National City City of Redding City of Rancho Cucamonga Port of Stockton City of West Sacramento Port of Sacramento City of Santa Fe Springs City of Commerce $15,621,473 $4,100,385 $14,900,075 $7,300,132 i $11,112,814 I $12,177,532 $7,752,688 $17,500,000 $10,000,000 $25,570,000 $5,800,000 I Gerald Desmond Bridge Replacement Ports Rail System Pier F Ports Rail System Track Realignment Port Rail System Pier B Realignment Port Terminal Island Track Realignment Port Computerized Train Control Reeves Ave Closure and Grade Separation Navy Mole Storage Yard Port of Long Beach $4,650,000 New Cerritos Rail Bridge/Triple Track S. of $23,960,000 West Basin road Rail Access Improvements Port of Long Beach Pier 400 Second Lead Track Port of Long Beach Sunset Avenue Grade Separation $3,790,000 Corridor Logistics Access Project (Cherry Street) Corridor Logistics Access Project (Citrus Street) Port of Long Beach Corridor Logistics Access Project (Riverside $5,930,000 Street) $38,330,000 Port of Long Beach Port of Long Beach $250,000,000 Port of Long Beach $4,650,000 Port of Long Beach $23,960,000 Port of Long Beach $4,180,000 Port of Long Beach $3,790,000 Port of Long Beach $11,850,000 Port of Long Beach $31,180,000 Port of Long Beach I $5,930,000 Port of Long Beach $38,330,000 Port of Long Beach $47,560,000 Port of Long Beach City of Banning City of Fontana City of Fontana City of Fontana $3,670,000 $10,000,000 $30,773,000 $23,600,000 $14,096,000 Glen Ridge Apartments CalHome CalHome -- CalHome - --- - -- -� CalHome City of Carlsbad $5,921,777 City of Roseville $600,000 City of Chino City of Vista City of Redding $400,000 II $600,000 $600,000 CalHome I City of Fairfield $600,000 CalHome City of Yuba City $600,000 Palmdale Transit Village City of Palmdale $2,200,000 Santa Barbara Estates, Units 3 & 4 I City of Redding $132,300 f - ^_--- —_— Santa Monica --_---- ----City of Fai>feld----�---- ^- $1,080,000 --_ Central Station Town Homes City of Fillmore $480,000 Westerner Mobile Home Park City of Elk Grove $250,000 Mountain View Terrace Apartments City of Beaumont $2,960,000 _--- Westview Terrace Apartments City of Banning ( $2,833,000 I CalHome _ -- I City of Pomona $900,000 i - 1 CalHome i City of Fairfield I $900,000 - CalHome i Workforce Housing Reward Program Workforce Housing Reward Program Workforce Housing Reward Program Computers, Vehicles for Sheriff Station f Restoration of Camarillo Ranch — Cascade Park Community Center Mae Boyer Park Historic Roseville Project Preservation of Camarillo Ranch School Bus Replacement Langley Senior Center La Loma Park Renovation Sleepy Hollow Community Center Alternative to Gang Programs City of Simi Valley City of Concord City of Roseville City of West Sacramento City of Bellflower City of Camarillo City of Monterey Park City of Irwindale City of Lakewood City of Roseville City of Camarillo City of Ventura City of Monterey Park City of Monterey Park City of Chino Hills City of Bellflower $900,000 $324,800 $20,240 -- — $54,880 --_--- $30,000 $493,000 $225,000 $150,000 $750,000 $250,000 $492,605 $300,000 $350,000 $150,000 $250,000 $50,000 Performine Arts Center ERAF Adjustment/Correction Pavement Improvement Program East Ventura Park Police Services— Sports Complex Youth Facility Improvements Tiger Field Improvements BOE Use Tax Refund Total Project Grants i City of La Mirada City of Laguna Niguel City of Lakewood City of Ventura --City of La Mirada — City of Redding $400,000 $600,000 $700,000 $250,000 $500,000 $10,000,000 City of Palmdale $500,000 City of Redding City of Redding $500,000 i $1,500,000 $1,287,478,639 JOE A. GONSALVES & SON LEGISLATIVE ACCOMPLISHMENTS LEGISLATION SUBJECT SUMMARY 4 _ Would authorize a local government to pass an Ordinance, notwithstanding any local restrictions on adopting zoning ordinances, to zone my parcel for up to 10 units of residential density per parcel, at a height specified by the local government in the ordinmce, if the parcel is located in a unceit-rich area, a jobs -rich arra, or an mhan infill site, as those terms are defined. In this regard, the bill would require the Department Of Housing and Community Development, in consultation with the Office of Planning and Research, to detamme jobsrich areas and publish a map of Planning and zoning: housing those areas every 5 years, commencing January 1, 2022. Died in Assembly SB 902 (Wiener) development densis located on an eligible Pawl to submit an application fm a sheamlined, ministerial approval process that is int subject to a conditional use permit. The bill would define a'tefghborb00d multifamily project" to mean a project to construct a multifamily structure on vacmt land, u to convert an existing structure that does not require substantial exterior alteration into a muhifimily structure, consisting of up to 4 residential dwelling units and that meek local height, setback, and lot coverage caning requirements as they existed con July 1, 2019. The bill would also define "eligible parcel" m mean a parcel that meets specified requi ements, including Planing and tuning: housing requirements relating to the location of the Parcel and restricting the demolition of development: streamlined approval: certain housing development that may already exist on the site. - ; :.1 die Senate SB 50 (Wiemer) incentives Would, beginning ]unwary 1, 2019, and except az provided, exempt motor vehicles that are 8 or less model -years old from being inspected biennially upon renewal of registration. The hill would assess an amus] smog abateoent fee of $25 on rootOr vehicles she are 7 or 8 model -years old The bill would require a cernam amount of the fee so be deposited into The Air Pollution Control Fund and to be available fm expenditure, upon appropriation by die All 1274 (O'llOnnrJp Smog f<gislatme, to fund the Carl Moyer Memorial Air Quality Standards Attenuation Program. exemption Would establish specific standards fm The use of pasorel services contracsby counties. The bill would allow a county or county agency to contram for personalsavires emrently or customarily perfumed by employees, as applicable. wben specified conditions are ma. The bill would exempt certain types of ecotone, lima is provisions, and would exempt a city and county from its provisions. By placing new duties on local government agencies, the bill would impose a este-meadated local pmgmm. The bill also would provide that is provisions are severable. AB 1230 (lanes,&s carer) Counties: contracts fu INCT31071811 services F.. the bit,. The Cslifomia Global Warming Solud us Apt of 2006 requires the Some Air Resources Board to prepare and approve a scopingpin f f achieving the maximum technologically feasible and coal effective reductions in greenhouse gas emissions and m update the scoping California Warming Solutions plan at least once every 5 years. The am audenius the state board to adopt a negalaeioo thin : mar Act of 2006: make( -based Bance compliance establishes a system of market-based declining amual a aggregate emissions Imus for sources Or catcgonce of somres that emit greenhouse gases, applicable from January mechanisms: foe prevention fees: sales I, 2012, to December 31, 2020, inclusive, as specified This bili would require the pate board, no later All 398 (B. Garcia) and use tux manufacturing n. than January 1. 2018, m updatte the eco 'erg plan, asspeeifised. Si -nod los rhe :� . e:;,.:: Would require the Stare Air Resoorces Board to develop a unif rm statewide system of arcual reporting of unctions of criteria air pones s mi rcby and toxic air conterminous for use Nonvehicuhr ah pollution: criteria air certain categories of stationary sources. The bill would require those stationary sconces to report their arcual emissions of criteria ail polbua ss and toxic air eomamivas, AB 617 (C Garcia) pollulantiandtoxicaircwlammaors. as spixified. s.,,.. - ; ,...Would Wouldrequire that the city council Of city or the board of supervisors of a county have exclusive authority to adapt or amend a general plan, specific plan, u Zoning ordinance, that would convex arty discretionary land we approval necessary fu a project to m adnaial approval; change the land use or caning designation of laurel u petrels 10 a more AB 890 (Medina) intensive Jand use: planning and zoning: initiative designation; or auNotnr more incentive land nes within an existing land use designation Or coning designation. _ b, Gu.or Current federal law recogoius the authmity ofa sate or local govemmem to manage public rights-of-way Or to require fair and reasonable compensation Gam telecommunications providers, on a competitively neutral and nondiscriminatory basis, for the use of public nobtsof-way on a noidiscrimioatory basis, if the compensation required is publicly disclosed by thin gorwammt. Consent federal law provides that an sets or local government has the authority to regulate the entry of, Of the rates charged by, a commercial mobile service, but permits a slate to regulate the atha terns and conditions of eomesencial mobile seiner. This bill would provide that a small cell, as defined, is a permitted use, subject old so a specified permitting process adopted by a city m county, if the mall cell meets SB 649 (!sarin) - .1 Wireless telcconummications facilities Ispecified requirements. Would ante the Road Maintenance and Rehabilinatim Program to address deferred maintenance on the some highway system and the local sneer and mad system. The bill would require the California Tmnsp"dm Commission to adopt performance criteria, consien stt with a specified asset mamagemenensure efficient plan, m ensuefficient use ofeertaln funds SB l Berg) T—volzation Fulawng a,,rlable for the program. Would enact the California Drought, Water, Parks, Climate, Coastal 1'rouction, and Out Access Fou All Act of 2018, whicb, if approved by the Maas, would authorize the issuance ofbonds in an amount of $4,000,000,000 puissant to 0e Sure Geoeml Obligation Bon Law to fiasnor a drought, wets, parks, Climate, coastal protedimt, and =it" access for California Drosrgyl, Witter, Parka, all prog im. The bill, upon voter approval, would reallocau $1flo,000,000 of the m ssued bonds authorized for Me purposes of Propositions 1, 40, and 84 to finance Climate, Coastal Protection, and the purposes of drought, wase, parks, climate, coastal protection, and outdoor access for all program. SB 5 (DeLeon) Outdoor Access For AO Act of 2018. „ the Governor Beginning with the 2004-05 fiscal year and for each fiscal year thereafter, extent law Local government fanner: property gal requires that each city, county, and city and comfy receive additional property use manus in the form ofa whick license fee adjustment Rmue aloeatims: vehicle license fee amount, as defined, from a Vehicle license Fee Property Tax Compensation Fund that exists in each county treasury. Signed SB 130 (Budget) adjustments. by Would, beginning in 2019, change alae dam of the smtewide direct primary and the presidential primary m bre fin Tuesday after the first Money in Mash and would continue SB 568 (Lana) Primary elections: election date, the requirement that thou elections be consolidamd. >. std b. Governor Cullom federal law recogn'isss the authority of a state m local gow,mm to manage public righuof--way or to require fair and reasonable compensation Goa teloemnmmications providers, on a competitively no ural and nondiscriminatory basis, for dr use ofpublic rights -of --way, on a nordiseziminatory basis, if the compensation required is publicly disclosed by that government Clement fedml law provides Mat no sore m local govemmom has the authority to regulate the entry of m the rates charged by, a oommaelal mobile service, but permits a sure to regulate the other tames and conditions Of commercial mobile services. This bill would provide but a WWI cell, W defined, is a permitted use, subject Only to a specified permitting Pmoesa adopted by a city or county, if the small cell meets SB 649 (Harte) W imlasa telxommsniatimns facilities. ifid uirmenu. vetoed Govc...... Existing law provides fm the creation of the Sacramento Regional Tramit District, with specified powers and duties relative in Me provision of public transit services and governed by a board of directors. Existing law provides for appointment ofdireclm by member entities, and also provides dual a city m county that is not summed to the district may appoint at Inst one director as a participating eotityif it entem into sea agement with the district Ibat pmvidc, among Other things, for payment ofthe participating entity's proportionate sham of the district's cost to provide rail m Other districtwide transit services. Existing law, in that regard, protides for the proportionate share of the City of Elk Gave to be dGamined pursuant to a specified agreement between rhe city and the district. This hit] would repeal those provisions rebating to the proportionate share of the City ufElk Game to be AB 906 (Con ") Sactamemo Regional Transit District. deem ined pursuant to the specified agreement Existing law divides the sure into agricultural districts within thebomdaries of which agricultural associations may be formed Existing law creates Distno 32a Gem real property commmmy known as the Orange Cosmty Fair and authorizes the Deparmteal of Geral Service to sell all in any portion of the real property that comperes District 32a. This bill would repeal the provision creatlug District 32a out of the Orange County Fair property and would repast the provision authorising the sale of that property by the Orange Carty Fair. sak of state department The bill would also repeal the antis of the District 32a Disposition Tend in AB 1907 (Dal%) the State Treasury. Si . m. This bill also would prohibit a member of the south coast district board from being issued a vehicle Gmn the south coati district fur Poster than 7 days in a 30.day period if the board South Corsi Au Quality Mamgemeat member is eligble fm a vehicle in vehicle allowance from the local gownusern from which SB 1387 (DeLeosa) District Board he in she is appointed .:' Amber'= rhe creation of an "frasrrucnne an revitalisation financing district and the issuance of debt with 213 Miter approval. The bill would eutherim the creation of district for up to 40 years and the issamnee of debt with a final maturity date of up to 30 years. The bill would authorize a district to finance projects im redevelopment project auras and Romer AB 229 (Pero) IFD's radeworment project erns and fame military bursts - Authorizes the legislatiw body of a city or a comity, defined to include a city and county, to establish an enhanced infrastructure financing district, adopt an infrastructure financing Plan, and issue bonds, fsr which only the district is liable, upon approval by 55% of she voters; to finance public capital fsclitic Or other specified pmjecu of communitywide sigrdficance. The bill would also authorize an enhanced bdmmuctme ficaucing district 10 SB 628 (Beall) Enhanced WM utilize aro powers under the Polanco RO&Wictiment Act - This bill would social them provisions to instead authorize a city, county, or city and eomty, with the approval of its legislatrve bolybyreoltuon after a public hearing, to ecqu. Mill m Ins property in furtherance of the creation ofan economic o}pmlunity, as defind. The bill would require the resolution to contain a finding that the acquisition, Is, m IeaM of the FmPertY will assist in the Creation of economic oppmmmity and world require the nrasfion Community development economic on ofan economic oppornmity m be subject to specified public uw6 and hiring puvisimas. . I_ _.AB 806 (Dodd) __ oylartumuy. ._ _ Would reeaaet, revise, and roc tar apcci ind provisions telafing in the California Massage Tbempy Council to, among other things, establish an interim board ofdir ms, to govern 0e Wuncil lmfil September 1, 2015, and provide for the APPoIn t -fa board All 1147 (Bonilla) Massa a Thcra new of di tors consisting of 13 members, as apeoif d, whose 4-year terms would begin on that Extends the cope of the credits to" gmlified motion Picone b the applicable pare mu ge "'qualified expenditures up to $100,00D,000, would extend the medil to qualified expendinnes fm television Prlot episodes, and would delumine An applicable percentage of 25%m 20% fir, qualified expenditmez, This bill would limit Oe aggregate Amount of these new credits in be allocated in each fiscal year h up in $330 million, and would, subject to a computation and ranking of applicants based em the jobs ratio, as defined, require the California Film Commission m allocale credit AB 1039 (Gono) Income Taxes: abfied motion climes amounts cobjmt to specified a egories of uabficd motion -aures. - Would create the Gold Coast Transit Diamct in the County of Vendors. 7be bill would provide tout the jurisdiction of the district would initially include the (.grits ofOxsaN, Venom, Pmt Huerxune' and Ojai and the utine0q o W areas of the Comfyof Ventura. The bill would authorize other cities in the County of Venous to subsetpmdyjoin the district. The bill would dissolve the mistingjolm AB 664 (WBBams) Gold Coast Transit District powers agency known As Gold Coast Transit, and would create the dis rid, on jWZ 1, 2014. . Requires the Attorney General to famish, and would authorrre a local criminal juatim AB 971 (Garcia) Parammsit Provides: Criminal ' agency m furnish, summary criminal information to a specified social services perm ami, A with 1 m its cfAmmmed video. - This bill would, instead of separate allocanore 10 the serum' and southern runes, establish a minimum of49 facing wxks Per year in the combined central and southern runes. The bill would also require the board 10 allocate from those weeks A minimum numbs of Weto certain ."tracks in the central aM southern zoos that were used m Wrdmcl tlmmughbred ma matings prim b 2012 and would authorize the board to allocate from those weeks maximum number ofweeks W certain racetracks in the aouthcre Acne than weer not used to AB 1074 (Atlmu Horse Ratio conduct thoroughbred race matings to the southern erre prim to 2012 - .; �bmed by Authodam the Califomia Horse Racing Board, rutwiDumnding any other law, to allocate racing days in a fab in the northern rune to be conducted by the fair in, at the request of the fair, to authorize the board W Beense a racing associmi m that was licemod by the board to A8 1303 (Hall) Horse Racing : Satellite W conduct facing matings in California Prim to 2010 m conduct lift home acing at the fair duringthe dates allocated to the fair b 16e bond. y - Si raw b, Gofers, Would require a city or county, including a clans city m charter corny, to apply for a Wasu1 development permit to remove or restrict the ux of a beach fine ring, as defined, and would require that application to include specified information. The bill would not affect the applicability ofa specified provision relating to ambient air quality standards, emission standards, or air pollution control Programs or fimlitim established by The Stam Air AS 1102 (Atka Beach Fire Rin Reuea Board or an air pollution control m air B soreSauer, 9ua bmamgmrrnt dishier.- Iltfuaied ie This bill would increase the amount that is required 10 be deducted to an amomm not to onbem Thoroughbred racing: n, central, in entad 2% in the nonhem, central, and southern ernes, and would provide That this amount the northern zone, ifadjmled by the board, may be a difiervmt and soufbem mums: auxiliary' offsite fm different associations and fairs, but Onlyif all the end fairsg softhe handle AB 2011 (Cooper) stabling, training, and starting- associations gree to the differin emu ¢s. - Si,,,j b. Proposed in Permit the legislative body ofa city to Provide by mdfmna, without submitting the ordinance W the voters of the city far approval, for the dation ofinembem of the AH 1303 Hernandez ( ) legislative District-Based Elections i body by district if the votes ofthe city previously rejected such An adimmee . 'l.eisladcn Proposed To Permit the legislative body ofa city 10 Provide by ordiranoe, without a,brnimng the ordinanm to the voters of the city for approval, for the election ofinemhers of One AB 2715(Iiernandez) District-Based 1]atioms legislative body by district if the voters of the city Previously rejected such an ordinance. Requires the Department of Veterans Affairs, in v,h,,ry cooperation with local government enritim in Orange Comfy, b design, devWop, comnod, and equip a sato- owned And state-operated Southern Calumnta VdCau s Cemerery, to be heated at a specified I site in the City of bviee. Subject to specified nequinnoenu described in federal aw, One bill would make honorably discharged vxterans, AB 1453 (Quirk-Silva) Southern CA Vetersm Cemete dependent their apoum, and eligible ch0drm eligible for Tntermm in me came. Allows an owner ofrestidmriW property h the Cities of Palmdale oflos Angeles or the C5yofDhdah in dere CountyofMent of thepropertyowner•t0regrservacantrealProprny 7Lanm�ineComfy withthe local lawcy andto All 1513 (Fox) Resdential execute, under penalty ofpedury, a DeclamMo ufOwMrddP m Requires, by July 1, 2015, the Department of Geiaal Services to cmnplae a long -ran e g LAB planning study of the statumumlled arid owned office buildings in the County of Sammmm and the City of West Seenammto, including the hadguartas milli, State Board of Equalization (BOE), fm the management of the state's space deeds in the SaQammm Dept. of Gweral Services: State region. The bill would require the Director of Cenral Services to issue one or more request, for proposals fm Ore planning design, construction and acquisition fsalifies 1656 (Dickenson) Buildin of recmnmaded by the legislature based on the planning study, 6i ncd bi Girar.;rc This bill would authorize the calculation to be made with a comldusti m of eeasus naps and census block groups. The bill would also revise the conditions m require, ®hong other things, an annual median household income that is less than gook of the statewide, wantywide, m citywide annual median household income. The bill would also amb size an authority to wry out a community revitalization plan if the caters tenet or counts block AB 2492 (Ale'o) Community groups within the cmnr wfity revitaliranon and investment ora are within a disadvantage caro min, as embed This bill would repeal the provisions specifically Haring to Veratura County and Ole expenditure of local transportation foods them. This bill would also require the Ventura Local Tmnsisnutiw Foods: Ventura County Transportation Corinna Jon to post on its Interne) Web site an annual report for i years, beginning September 1, 2014, on transit SB 203 (Pavle•) Comm service within the worry. Includes within the definitionof "loaf agencyexautiwe any penin who is a deputy or SB 407 (Hill) Local Government Contracts assistant chiefexcoadw o/5ca, and any person whose poalnm is held by an empluyat between m contract that person and the local apn2y. - Si -rte. The CalifWala Integrated Waste Management Act of 1989 defines biomass conversion - to man the controlled combustion used for the production afhmt m electricity ofspecifi, ed materials for the purposes of the act. This bill would revise the definition ofew team biomass omvtasi in" m mean she pruductim ofbeat, fuels, or electricity, by the controlled SB 498 (Um) Solid Waste: Biomass Conversion combma ut of, or the use ofmha Immumbustion theme] technologies on tame specified materials.- c. eic:,r.r,�•; Specifies that the recalls ofthe survey are in be considered by the local agency in making its decision to approve, condiimi ally approve, or disappmve the map. The bill would authorize the 1=1 a gency to disapprove the map if it finds that the results of the survey haw ren SB 570(Jackson) land Use: Mobile Home Parks danonstrated the support of at least a majority of the parkk homeowners. - .. - Provides that an advertising display advertising businesses and activifim within the boundary I imits of, Had as 0 pan of, an individual redevelopment agency Prnjecf as the project boundaries existed m December 29, 2011, may remain and be crosidaed an on -premises display, until January 1, 2023, if the advertising display mars specified criteria. This bill would authorize, an and after January 1, 2022, the applicable city, wmty, or city and county Advertising Displays; Redevelopment to request from the Department of T=sporntim an extension for good ansa as spacified, beyond January 1, 2023 rot a exceed the expiration of the redevel SB 684 (HW) project eras Si mod h•. Cwwernm oPnern Prep ara.- This bill would extend the pilot program in those coundes until January 1, 2019. Effective January 1, 2019, and until January I, 2026, the bill would make an individual whose license has be" suspended for driving a motor vehicle when he or she has a certain blood-alcohol ammunition and who is eligible for a restricted driva's license eligible fm a restricted Driving Under the influence: ignition driver's ficere wilhon serving any period ofthe suspension if the Person meals all other eligibility requirements and the person installs ani ignition interlock SB 1046 (IIiO) IDtalorY device. device. - 6'n SrEmed b} ib[ Governor Choral law designate, illnesses and conditions that constitute a compensable injury fm various mrployees, such as California lbgbway Patrol members, firefighters, and certain Pace officers. Thee injuria include, but are am limited to, hernia, preumoma, heart trouble, cancer, meningitis, and exposure to a bimbeinical subserces, when the illness m condinm develops or maniiens itsdfduring a period when the offices or employee is in service "Jus or her employer, as specified. 711is bill would expand the coverage of the 2052 (Conraler) Workers Co satin above provisions relafing to rempensable irjmy, to include all pace officers described under specified Provisions oil - �, Governor Would require solicitations ofpastomas by a community choice aggiegptos consist, and communication by the community cboim aggregator, to the public miumarpecave and existing cus amess to be consistent with, sPmified information and would require that the implementation plan filed by a community cboice aggregatur completely describe certain matter required to be disclosed ander existing law. The bill would autlmrize the Public )/alines Electricity. Community Choice the Commission to require that a community, ehoice aggregator, what registering tering with commission provide additional miumnation to AB 2145 (Bradford) Aggregation ensure compliance with basic consmrm protection and other mks and other Procedural mzttas. - ring on m Current law acquires that aggregate disability payments for a singl71h.. after certain dale be limited, az provided. This b01 would povideo-specified lava of absence without loss ufsalsry star payable in addition m m aggregate disability pa)anrnts for a single injury that is applicable in all workers. The hill roadn....a-. , This bill would aulhorice the las Angela County Fair, subject to approval by the board, m conduct live taring matings at another site within or Outside niche Coon y of las Angela SB 721 Horse Racing in accordance with spedfied provisions. - Signed b Governor Rall—fi s nhide license fix, (Vl) rescues to rec alyinnaporaled a da and to cities AB 1098 (Carter) Vehick license Fees: allocation that aoxxed inhabited tori % a ,x c - Infrastructure financing districts: eater Eliminata the voter approval requirement for a city or county to orale an iofmstrocnue approval: repeal. financing district (BD) and expands the types ofpmjects that may be financed by an BD.. SB 2U (Walk) "'emu Expands the typo offaalities and projects that can be financed under the infiavtruomre financing district (DD) law, reduces the voter threshold fm the action ofan 1FD and the Local government m$astrucu re and issuance: c (bonds for theIFD, authorines an WD to Colin: the powers provided under the Pola000 Redevelopment Act (Polanco Act), and rerema DD revitalization financing districts. law to the Infinstr e,on, and Revitalization Financing District ORFD) Act - vaced r AB 2144 (J. Perez) This bill esabliA;;a uniform disimco[pma har 1:for any citywithapopulation oflea local Goveraments: Cities than 150 persons as of lanuary 1, 2010, and allows that ciWs respativc county board of supervisors to vote to continue the existence of that city within the county's b N boundaries in All erez 46 (J. P certain cirrumances.- Property taxes: TEA formula allocation mamlenaace m imlmovement dishicts: Clarifies how property axes will he distributed to the City of Simi Valley once the L5ty City of show Valley Lrcomes the successor agency oda the dissolution of the Citya maintenance district. - AB 468 (Sm Th) Appropriate funds m ted Infill Incentive Chant Program and tin the Transit -Orient Community Development Developmmi Pregam meted by Proposition IC: Housing and Emergency Shelter Trust AB 1585 (J. Perez) Fond Aa of 2006. -- associated with the dissolution of RDAs and addresses subscumn issues activities, repayment of loans fiom communities, use ofmisting bond proceeds, and the disposition m Redevelopment relenfioo of forma RDA aceta. In addition, the bill includes a vdnety of,m,cres designed to enhance compliance related se administrative processes, affordable hmaing - Sign, b) AB 1484 (Budget) Local planning: infill and Tansitoriented Proposed to establish parking standards for new amain-onesaed dewloprsem. - Drlated development AB 710 (Siemer) Makes chmge, to eligibility ailetia and the requnnoena developed and used by the Community Development Block Department of Housing and Community Development to allocate finds Order the federal AB 232 (V. Perez) Pm : Funds Commmity Black Grant Program to cities and eomuia... , :he lion zrz.,r ]ail Government: Parking: Pmhrbia a city or county fian requiring a minimum number of off4mn parking spaces in transit AB 904 (Skinner) -intensive ams, aceurding to a specified formula for residential and nonresidential Rarquarserocats oma.- : Ir'slat ins; Provides that ifs cry, canonry, in, city and county has an indica e, in place that requires the local entity to repair sidewalks, a repeal of the ordinance shall became, effective only if the rep ohng ordinance's approved by voters on The measure in a consolidated or general election. Makes these provisions applicable to charter m6tim. Prohibits such local entities AB 2231 (Futures) Sidewalks: ReFtaur, from imposing a fee, charge or assessment, "Dept a voluntary contractual assesvnenl for such repairs, unless the ca do mtce is re led. Proldlahs a water district located in a county with a specified population and where at least Municipal Water Districts: Water 801. oftbe area of the district is included within the boundaries of a water replenishment dishier from having specifiedauthoritymlafing m the ml of dwata.. SB 1386 (A. LowwWal) Ston e: Grc mdwamr ge Crow 1, - Authorizes the South Coast Air Quality Management Disoid (SCAQMD), notwithstanding South Coast Ar Quality Management a "p-riornoun decision, "issue mission reduction "edits m'asemial public services' and exempt fwlit a or equipment, cunsislent with SCAQMD SB 827 (Wright) District Ch A: permits. rule; adds an agency clause; od, somas tMbell on May 1, 2012. - This bid adds an addidon"'seat on the board directors ofthe South Coast Air Quality Management District fm the City oflos Angeles, maka clarifying provisions regarding which cities ase represented by which geographical city selection committee, and delata SB 996(McIL"d&Lieu) Management districts: district board pmMbitioms on a member serving more than two consecutive terms as chair =specified air litymana emartdistrica.- :nvermo Deletes the 2010 soma date on the South Coati Air Quality M"Clatut District's (SCAQMD) authority to impose an additional $1 fee on motor vehicles that we registered within in district bmadaries to fund programs to reduce air pollutim from motor vehicle. Increases, from 2.5% to 5%, the amount that SCAQMD may spend on its administrative SB 1646 (Padifia) Ar Pollution Fee noses. - Authotires the continuation ofthe allocation of,, inammmt revenues to the Glendora Community Redevelopment agency (earn its project Am 3. Currently, the amount of ax increment revenue is limited by a cap adopted by the agency in 1976. Dos measure pmsidm for annual allocation of the grater ofefthez $2.6 million or the gross as increment received in 2007-08 by the agency, commencing in 2008-09 through life of the project. - S 8 (Derr�en ) State BX3 and local Goveoment Shifts the borse mcmg industry% $40 million annual obligation to fold the nelwod of California Fairs from license fan imposed on horse rating wagon m the Cr moo Fund. Provides various measures of economic stimulus fm the horse rating industry. :,2g0rd by SBX216(Ashbnrs) Horse Racing: Licensinlees Go,-r::,,� Prohibits a local agency from catering into any form ofagrex mem with a retailer that would involve the shifting ofany amount of Bradley-Bram local tax proceeds if the agreemcm results in a reduction in the amount ofrevenue that is received by mother total agency from Local agencies: sales and rare tax: the sore retailer ifit is located within that other local agcacy, and continues to maintain a SB 27 (BeYeoek) reallocation. Physical presence std location there. - . .:e, ernar This bill authorize the Director of the Department ofGcamal Service to sell, lease or cachange approximately throe acres of Mia-Dwered real property located at 875 Cypress Avmmc, in the City Of Redding, that is Specifically not declared surplus to the Slate's nods and is currently used by the Departrnem of Forestry and Fire Protection as its StmujYhdty Sole propem: Deparramwt of Forestry Unil Hcadquutas, fto the purpose oft o esolidating operations on or nem the Redding SB 178 (Aanestad) and Fire Protection Airport. - Si r,ed b. Guvtrrwr Revise the definition of"remora interest' in the existing conflict ofinterest serrate pertaining to govmenmt of6ciak in Order m allow a gowannent entity to after into a Conflict of it rar remote tateresl in a enrMct with an investorruwned utility (IOU), ifthe purpose of the cruntram is to provide AB 906(11111& Smvtb) contram. creergy efScicmcm.-.: --:s Prohibits a local public entity, as defined, from osercising its rights under applicable federal baultruirMY law unless granted approval by the California Debt and Investment Advisory AB 155 (Mender local Govcmment Bankruptcy Cormuission (CDIAC), under CD1AC's terms and conditions. - Defeated i . Land use: sales aid use tax and property Sales Tax Sharing' Proposed a shift 1=1 goverouml Bmdlcy-i mus sales and use m AS 680 (Stember) tax revenue from site w lation. Defected le isl.,ion Proposed to exchanges a portico of a cityx Or Coumrys locally levied odes tax revenue for an AB 1221 (Stein ) Sales Tax Sbarin uivelm] amount of n� tax rev®ume 6wn the sole. Deteakd !< isi�. As the cluef negotiator fm the Assembly Republican Caucus, Assemblymembm Keener has repeatedly said "Proposition IA would oust have happened without the Gonsalves firm". Our firm is recognized as the leading contract lobbying fro respm ohle Fm brokering the comp frounC mbar enraed local governments Bradicy-Burns sale to revenue was Constitutionally protected. Proposition 1 A was passed by the California Assembly by a vote of 64-13. It was approved by the California State Senate by a vote of 345 : prop I A passed with 9.411,198 (83 714) votes in/aver. SCA 4 (Torialuon) Frop I A - focal Govesnnmmt Guaranteed a minimum share ifpropety taxes t 100+Cities that did sort levy a Property SB 709 (Locks er) No & low Tax Citv LC letiiu tax one (Or levied Only a vCrY low rats) Prim to Proposition 13. - S4,red b Governor Allocated an additiorYl 1 cost per year up to 7 cents of the Property Tax to all No & low AB 1197 (Brown) No & low Tax Cin Le ' titin Lx Cities. - Si nod b, G'everner Authorized the Chino Valley Unified School District to transfer specified surplus property Surplus Property: Chino Valley Unified previously acquired from the stale, to the City of Chino Hills, in the County of San All 1981(Huff) School District Berwdino, sub' to certain weditions fm d"d mt of a k - ' sed b, Governer Authorized all tide and counties in California to designate Inas which city officials and willing property owners may inter into contracmel assessments 10 finance the installation of Contractual assessments: mew distributed generation renewable energy, soothes aM energy efficiency improvxmeats: AB 811 (Levine) efficiency unprovements %,ereds, Govrmar Allow the City of Simi Valley to survey, lay out, own old operate for burial, flue m more AB 1932(SmAh) Simi Valk: public cemeteries acres of public land for burial nes.- Sinetl b, Governor Deletes the 2010 sunset date on the South Corn Air Quality Mamgermt Dimdtt's (SCAQMD) authority to impose an additional S I fee on minor vehicles that aro registered within its district boundaries to food programs to mdum air pollution from moor vrltcla. South Coast Au Quality Management Increases, form 2SA to 5%, tM ammmt that SCAQMD may spall on its adminisbstive SB 1646 Padilla District: air Autiun fee costs. - Stifled Gow ... Specifically defined Access Services (ASI), the transit agency which provides mompm stion SB 1124 fm Pwple with disabilities Urdu the Americans with Disabilities Act (ADA) for Ins (l-oe. Gov. Cost) Local Government Omnibus Act if2008 Angela County ass publica racy under stste law. -+.';,.;. , z;r,xrnor Added the Angora Fire, which occurred in the Were Tahoe Basin in lune of2007, in to list of disasters eligible for full Wtc rdmboaemmn oflocal agency rosy under the California SB 1308 COI Disaster Assistance Disaster Assistance All (CDAA). - Si nerd b, G,.e Reinstated the VLF bump fm newly immpmated Cib- aflm Proposition IA. - Signed by AB 1602 a'vd Local Government Finance Repeals the 55% cap in Santa am County on on equity allocation (TEA) funding for the Toa Equity Allocation formula: County wuntys foo no low-property-tax cilia staffing in the 200607 focal year (FV). r gned :.m AS 117 (Cohn) ofSmfaclam. Allow the Corrins redevelopment agency to extcad the toe limits on their plana without AB 1342 (Naamiitaso) Redevelunment Pians meld.rr firuh.— nfhhoht - This measure would request the Departrnent of Traapmtation, in cooperation withthe Business, Transportation and Housing Agency, the Trade and Commerce Agency, the California Tramportatioo Commission, and other appropriate parties, to prepare a proposal Cmt for a "Global eways Develpsnmt Program" to enhance intm - erodal freight across.- SCR%Marinette) lntetmodal Fm'tAccess Requires that for purposes of reporting and transmitting any on tax, with lespect in the Irate of a motor vehicle, the Place of use shall be the city and/or county in which the lmmA place 56602 (Wright) Local the Tax: lased Vehicles of business is located if the lessor is a new motor vehicle dealer.- S:i nr1r;.,rrlor This bili provided recycled water producers, retail water suppliers, and entries responsible for gtouMwater replertiskvenf, the ability to cooperate in joint studies to determine the feasibility of providing recycled water service and recycled water for groundwater All 609 Mar ett Recycled Water kmishment, as specified.- SiX.1d byGovernor This bili provided that, until January I, 2002, neither a public agency that operates flood control ard water conservation aetivitim, nm its employees shall he liable fm an injury Flood Control and Water Conservation caused by the condition or ase ofmdined hood emttrnl channels or adjacent gormdwater AB 2023 (Gall os) to ' ' nocharge ding grounds. - S.' red b,, Gr+v rnor. This bill, until January 1, 2002, required the State Deparmient of Food and Agriculture (CDFA), over the next two yeas:, m conduct statewide monthly mmol milk price surveys and a public infemratlmn prognan that provides the sin-myrs findings, and to report back in the SR 419 S elan Dain Products legislature. ord br Governor Establishes a racetrack backstretch employee labor relations protest; requires the California Huse Ruing Bond (CHRB) to adopt homing standards for employee horsing at mmtraciss; acrd, authmima CHRB to permit tering asmriatiom so accept 'advanced deposit wagers," as AB 471 (Hertzberg) Horse Racing defined - ' ..ed h Governor. This bill would required an educational travel organiration, that arranges educational travel ysogsnm a eater nuo a contract with an educational iralift1 ion containing a specified itemized aetmnent of services pnm to arranging an educational travel progun, - Signed by SB 142(Boatxvd bq Sellers of Tavel Governor Authori ed the cities participating in the Magnolia Power Prcjw to aggregate their electricity loads and provide direct electricity access to their residents on an apt -in basis. - AB S0 (Havice) A e atioo: Magnolia Power Prui CITY OF COMMERCE r' April 14, 2016 Anthony Gonsalves Joe A. Gonsalves & Son 925 L Street, Suite 250 Sacramento, CA 95814 Dear Anthony, I wanted to take a moment to personally thank you, Jason and Paul for the outstanding lobbying service that Joe A. Gonsalves & Son provide to the City of Commerce. You have done a wonderful job representing Commerce before the California State Legislature over the years, which is attributed to the personal and professional relationship that you have established with legislators and their staff members. This unwavering reputation has been invaluable to the legislative success you've had for Commerce. In all sincerity, I truly appreciate the personal and professional attention you and your sons provide to Commerce. My city is fortunate and privileged to have a lobbying firm that represents my community in an honest and ethical manner and is well respected in our State Capitol. Your father would be proud of the continued commitment to great customer service that you and your amazing sons provide, not only to Commerce, but to your many client cities as well. Once again, thank you and I look forward to our continued working relationship for years to come. Sincerely, Tina Baca Del Rio Mayor Pro Tem City of Commerce ,. --I --- - _-- _ Tina Baca Del Rio Mayor Pro Tern February 1, 2016 Mr. Jason Gonsalves Joe A. Gonsalves & Son 925 L Street, Suite 250 Sacramento, CA 95814 Dear Jason, As you are all loo familiar, the dissolution of redevelopment hit West Covina very hard. For these past few years, we have been fortunate to have had such a great relationship with you and your family's firm. I ain convinced that if it was not for your involvement and advocacy for our community, we would not have our Finding of Completion, approval of our Long Range Property Management Plan, and a repayment schedule on the $11.5 million settlement. It is very possible that West Covina could have been on the brink of bankruptcy, if you had not convince the Department of Finance that our new City Council and City Manager were committed to resolving the issues of the past. As we move forward, it is rewarding to know that you will be at our side, as we seek repayment of our former Redevelopment Agency/City loans and to resolve the remaining ROPS issues that _we need to complete. Once this is all done, we can finally focus on the legislative priorities of interest to West Covina. On behalf of the City of West Covina, I wish to thank you and the Gonsalves Family for over 10 years of friendship and dedicated service to our community. I look forward to many more! Sincerely, Chris Freeland City Manager City Manager 311 Vemon Street Roseville, California 95578 September 27, 2016 Jason Gonsalves Joe A. Gonsalves and Son 925 L St #250 Sacramento, CA 95514 Dear Jason, I wanted to thank you for your excellent work concerning Roseville's meetings with the California Department of Finance (DOF) to discuss the City's 2016-17 Recognized Obligation Payment Schedule (ROPS) Determination. Because of your outstanding relationship with the DOF we had the opportunity to meet with the department on several occasions regarding their determination of our ROPS. Your guidance, insights and refined understanding of the most recent redevelopment dissolution "clean-up" legislation were critical to the positive outcome of the meetings, which resulted in the DOF approving the repayment of more than $7 million of redevelopment loans to the City, which they initially had disapproved. As the City was developing its response to the DOF's initial determination, some individuals were recommending the City should bring a lawsuit against the DOF instead of attempting to resolve the concerns through the "Meet and Confer" process. However, staff chose to follow your recommendation to work with DOF and attempt to resolve the issue in a non- litigious manner. Our staff was confident in your recommendation because of the outstanding relationship staff has with you and the entire Gonsalves & Son organization. We knew we could rely on the strong interactions you have with DOF and your tremendous understanding of the dissolution law to anticipate a successful outcome. I am very pleased that we once again followed your valuable advice, which resulted in such a noteworthy outcome for our City. I realize the entire Redevelopment Dissolution process has been wrought with many difficulties over the years. However, we have found the process to be less problematic than many other municipalities, in part, due to your recommendations and help with understanding the Implications and outcomes of legislation and assistance with DOF. We appreciate the outstanding work you continue to provide to Roseville in understanding and effectively working with the legislature, state departments, agencies and state wide organizations. Sincerely, Rob ensen City Manager Joe A. Gonsalves & Son From: Daniels, Linda <Linda.Daniels@cityofrc.us> Sent. Wednesday, September 17, 2014 6:07 PM To: Joe A. Gonsalves & Son Subject: Rancho Cucamonga land sale Jason — I wanted to let you know how much I appreciated your advice on the land transactions we were doing in Rancho Cucamonga. We just received the second approval on a land transaction from DOF. Two down and one more to go. Thanks for listening to our issues and sharing your insights — we went for it and it was accepted. My heart is still beating fast I am so happy. Hope you are doing well. Linda Daniels Jason Gonsalves From: Charlie Honeycutt <CHoneycutt@cityofsignalhill.org> Sent: Wednesday, August 14, 2019 6:16 PM To: Jason Gonsalves Subject: Retirement Hi Jason, After a fulfilling 32 -year career at Signal Hill, the time has come for me to retire. My last day will be Friday, November 1. 1 wanted to personally thank you for all you've done to help me and the City of Signal Hill. You've been a tremendous advocate for Signal Hill and your efforts to save the Library will benefit this community for decades. I wish you could have seen the joy on the faces of community members as they entered the Library for the first time at last Saturday's grand opening. You would have felt how important the Library Is to the community. Please extend my gratitude to your dad and Paul. You guys are the best! Charlie Honeycutt City Manager City of Signal Hill (562) 989-7302 Jason Gonsalves From: alien parker Sent: Wednesday, December 31, 2014 10:02 AM To: Jason Gonsalves Subject: Re: Assm. Brown follow-up Jason: Thanks for all your assistance this past year - you are the best lobbyist I've worked with over the years - and I look forward to our continued relationship in 2015. Michael McKinney, the Mayor's former Chief of Staff - his last day was yesterday - was working with Brown's office; and the Mayor has not selected a replacement. So please advise Larry if he has any questions regarding this matter to feel free to contact me. Also, I'd appreciate if you'd forward him my email to you. Again, thanks for all your assistance; and have fun tonight. Allen On Wed, 12/31/14, Jason Gonsalves <Jason(5)gonsaIyi.co > wrote: Subject: Assm. Brown follow-up To: alleniparker Date: Wednesday, December 31, 2014, 8:29 AM Allen, Thank you for your responses to the email I forwarded you from Assm. Brown's office. As we discussed last week, my understanding is the Mayor and/or his office Assm. Brown requesting her assistance with Secretary Laird and CalFire. That said, I share your belief that politics could impede solutions and based upon the responses the Assm. Received from CalFire they do not seem interested in being part of a solution. Assuming you are in agreement? I will thank the Assm. for her support and let her know there is nothing more we need at this time as the City will continue working with the local stakeholders and the Court. In addition, please know Supervisors Hagman, Gonzalez and Rutherford are all former clients and personal friends. In addition, Supervisor Rutherford's new COS, Andy Takata is a former CM, client and friend. If and when you feel we can assist you with the County please do not hesitate to contact me. Happy New Year and here's to a successful and less stressful 2015! Sincerely, Jason Should you need to reach me you can do so at your convenience on my cell phone at: (916)402-9505... Jason A. Gonsalves Attachment C Proposal from Townsend Public Affairs, Inc. PUBLIC AFFAIRS EST 1998 CIVIC PRIDE SACRAMENTO • WASHINGTON D.C. NORTHERN CALIFORNIA • CENTRAL CALIFORNIA SOUTHERN CALIFORNIA Tableof Contents.......................................................................................................................................1 Cover Letter .............................................. ....2 FirmQualifications.....................................................................................................................3 Understanding of and Approach to the Project..........................................................................25 ProjectSchedule.......................................................................................................................27 Summaryof Approach..............................................................................................................28 Overall Costs ........................... .31 Participation of City Staff...........................................................................................................32 OtherInformation......................................................................................................................33 Conflicts of Interest Disclosure..................................................................................................34 Proposal for State Lobbyist and Advocacy Services I City of Rosemead Page 1 TCD,WNSEND c L I L iiFF 1.11 EST TPA 1998 August 24, 2023 Ericka Hernandez, City Clerk City of Rosemead 8838 East Valley Boulevard Rosemead, CA 91770 Dear Ms. Hernandez: Thank you for the opportunity for Townsend Public Affairs, Inc. ("TPA") to submit our proposal for State Lobbyist and Advocacy Services to the City of Rosemead ("City"). In this proposal, we discuss TPA's qualifications, our understanding of the project and recommended approach, provide detailed examples of client successes, and overview the proposed cost for services. Since its inception in 1998, TPA has earned the reputation as Champions for Better Communities by providing the experience, resources, and relationships expected from a premier legislative advocacy and grant writing firm while also giving clients the unique brand of customer service they deserve: personal attention, maximum accessibility, and passion for their mission. Our strategic approach to advocacy and funding is tailored to meet the individual needs of each client by leveraging the breadth and depth of our team as well as our vast network of relationships with key stakeholders and decision makers. Utilizing this method on behalf of our clients, TPA has shepherded over 100 legislative and regulatory proposals into law and secured over $2.7 billion in grants from state, federal, and local government agencies as well as nonprofit foundations and private companies. Thank you again for your interest in our firm and your consideration of this proposal. Please contact us if you have any questions or need additional information. We would be honored to serve the City of Rosemead. Yours truly, *:04l Christopher Townsend (Authorized to Bind the Firm) President ® Proposal for State Lobbyist and Advocacy Services I City of Rosemead Page 2 FIRM PROFILE TPA is a state and federal legislative advocacy and grant writing firm that provides lobbying and funding services to public agencies and nonprofit organizations throughout California. • Founder/Owner/President: Christopher Townsend • Type of Organization: Type "C" Corporation • Advocacy Success: Shepherded over 100 client -sponsored legislative proposals into law • Funding Success: Over $2.7 billion in state, federal, and local government grants as well as grants from nonprofit organizations and private companies • Longevity: 25 years (founded in 1998) • Number of Employees: 21 • Number of Registered State Lobbyists and Grant Writers: 16 • Number of Offices: Five o TPA State Capitol Office, Sacramento o TPA Federal Office, Washington, DC o TPA Northern California Office, Oakland o TPA Central California Office, Fresno o TPA Southern California Office, Newport Beach Types of Clients: o City Governments o County Governments o Water and Sanitation Districts o Transportation Districts o K-12 School Districts o Community College Districts o Parks and Recreation Districts o Fire Protection Districts o Museums, Science Centers, and Cultural Facilities • Areas of Specialization: o Local Governance (Cities, Counties, Special Districts) o Transportation Policy and Infrastructure o Water and Sanitation Policy and Infrastructure o Education Policy and Infrastructure o Housing and Economic Development o Parks and Community Facilities (Recreational, Cultural, Historical) o Energy, Environment, and Natural Resources o Public Safety o Budget and Finance • Ranking by Revenue Reported to the California Secretary of State: 0 81 of 491 Firms Registered for 2021-22 Legislative Session 0 991 Percentile ® Proposal for State Lobbyist and Advocacy Services I City of Rosemead Page 3 STATE LEGISLATIVE ADVOCACY ACHIEVEMENTS Policy Sector Issue Outcome Of ... Public Facilities and Finance Local Control and Finance Public Employee Programs Contractual Assessment Programs Infrastructure Financing Opportunities PEPRA Compliance Local Governance Public Employee Benefits JPA Benefits Medical Benefits Vesting Cannabis Drafting Local and State Cannabis Regulations Local Control Local Streets and Roads State Highway Relinquishments Transportation Local Venue Signage on State Highways State Highway System State Bond Funding for Highway Projects Expansion of Toll Lanesrroll Roads Drinking Water Public Health Regulations Water Quality Groundwater Pollution Liability Groundwater Management Plans Direct/lndirect Potable Reuse Water and Sanitation State Bond Funding for Water Projects Water Infrastructure Local Reliability Projects Water Conservation Programs Sanitation Infrastructure Integrated Regional Watershed Projects Advanced Water Treatment Facilities Affordable Housing Developing Funding for Affordable Housing Expanding Affordable Housing Eligibility Capital Investment Incentive Program Expansion Housing and CommunityEconomic Development Enterprise Zone Program Regulations Military Base Reuse Land Planning Development Agency Dissolution Process Redevelopment Developing Post -RDA Funding Sources State Liability Reduction Joint -Use Projects with School Districts Recreation and Natural Park Facilities State Bond Funding for Local Park Projects (Propositions 11, 68, and 84) Resources Greenhouse Gas Reduction TOD Housing to Support Cap and Trade Objectives Increase Transit Accessibility for Active Transportation Cultural and Historical Cultural Facilities CA Cultural and Historical Endowment Resources CA Nature Education Facilites Program Air Pollution Reduction Methods Public Health Treatment of the Remains of a Deceased Veteran Resources Public Safety Crime Reduction Sex Trafficking Control Gun Control Increasing Local Police Presence/COPS Local Law Enforcement Police Body Cameras Regional Public Safety Task Force Initiatives Veterans Resources Community College Districts Alternative Energy Job Training ADA Reform K-12 School Districts K-12 Safety Planning Programs Education Joint Use Projects with Civic Agencies Charter Schod Facilities Funding School Facilities Community College Facilities Funding K-12 School District Facilities Funding A DETAILED SCHEDULE OF OUR STATE, FEDERAL, AND LOCAL LEGISLATIVE ADVOCACY ACHIEVEMENTS CAN BE PROVIDED UPON REQUEST ® Proposal for State Lobbyist and Advocacy Services I City of Rosemead Page 4 EXAMPLES OF SUCCESSFUL LEGISLATIVE EFFORTS Over the last 25 years, TPA has secured significant legislative successes as a result of our diligent and strategic lobbying efforts. The chart below outlines several relevant examples of successes secured on behalf of clients: ® Proposal for State Lobbyist and Advocacy Services I City of Rosemead Page 5 AB 2496 (Petrie -Norris) — Loud Vehicle Noise Project Type Legislation Year 2022 TPA worked with several Orange County cities — including Huntington Beach, Irvine, and Laguna Beach, to sponsor AB 2496 (Petrie -Norris). The legislation works to address the prevalence of loud vehicle noise in communities. Specifically, the bill requires violators of the existing loud vehicle noise laws to prove they have addressed the problem through vehicle modification before receiving their next vehicle Project Description registration. TPA worked closely with the coalition and Assembly Member Petrie - Norris' staff to craft language, organize letters of support and verbal testimony, and hold meetings with legislators to ensure it passed every policy and fiscal committee hurdle. The bill was approved by the Legislature in the final days of the 2022 Legislative Session and was signed into law by Governor Newsom. The Governor, in a demonstration of his appreciation for the legislation, highlighted the bill in the public overview of his final legislative actions for the 2022 Legislative Session. AB 1737 (Holden) — Children's Camps: Safety Project Type Legislation Year 2022 In 2022, AS 1737 (Holden) was introduced which would have imposed a series of new burdensome requirements on "camp operators" including cities. Specifically, local agencies such as a city would have been required to: develop registration forms, review registrations, facilitate unannounced inspections, maintain records of inspections, write up notices for infractions, submit annual camp reports to the Department of Public Health, and more. TPA quickly identified the issues within AB 1737 and worked with several clients and the Author's office to advocate and secure Project Description amendments to remove mandates that would have been detrimental to cities, including: amendments to remove the requirement of having a full-time medical professional at all camps, amendments to exempt city operated camps from paying registration fees and creating/maintaining burdensome or duplicative operating requirement lists, and amendments to make it easier to cities to send camp data to the Department of Social Services, when required. As a result of TPA's advocacy efforts and facilitation of conversations with the Author's office, the bill was eventually held back and died. City of Tustin — Housing Element State Advocacy Project Type State Advocacy Year 2022 In 2022, TPA worked with the City of Tustin on an issue related to the timing of receiving a certified housing element from HCD. TPA utilized its contacts in the Governor's Office, relationships with HCD, and relationships with the City's state Project Description legislative delegation to advocate on behalf of the City. TPA set up meetings with high-level HCD staff, provided feedback on draft legislative language to address the issue, and ensured that language in the housing trailer bill incorporated the City's priorities. TPA also followed up with HCD to ensure an expedited approval process which ultimately resulted in the City receiving a certified housing element. ® Proposal for State Lobbyist and Advocacy Services I City of Rosemead Page 5 ® Proposal for State Lobbyist and Advocacy Services 1 City of Rosemead Page 6 County of Imperial Project Type Local Government Partnership_ Year 2022 In 2022, TPA helped the County of Imperial partner with the Governor and their legislative representatives Assembly Member Garcia and Senator Hueso to draft and sign into law SB 125, a budget trailer bill that delivered a package of critical legislative related to the development of Lithium Valley around the Salton Sea. SB 125 included a new excise tax on the extraction of lithium in California, and a formula for how that Project Description revenue is to be distributed, and therefore required two-thirds of the Legislature's support to pass. In addition, the measure included $5 million from the state's General Fund for the development of a programmatic environmental impact report and community benefit plan in Imperial County. This funding is critical to the County's ability to advance the development of this nascent industry and sets California up to be at the forefront of securing its own source of the critical mineral so necessary for the state to meet its established climate goals. . ModestoCity of Project Type State Budget Funding Year 2021 In 2021, TPA worked with the City of Modesto to secure direct funding in the State Budget to address significant infrastructure gaps throughout the City. TPA worked with the City of Modesto's legislative delegation and the relevant budget committees Scope of Work to insert a $5 million state budget allocation to the City of Modesto to provide various infrastructure improvements such as sidewalks, storm drainage, streetlights and trees in areas of the City that have been historically underrepresented. This project also helped the County of Stanislaus, as the majority of the improvements made were on County Islands or pockets of County land within the City of Modesto. North Orange County Public Safety Collaborative Project Type State Budget Funding Year Ongoing TPA worked to create and secure funding for the establishment of the North Orange County Public Safety Regional Collaborative from FY 17-18 to FY 22-23. The Collaborative includes 10 cities in North Orange County as well as the County of Orange. These annual funds have been allocated to the Collaborative to be used for programs to address youth violence prevention and intervention in K-12 schools, programs to promote and enhance the successful reentry of offenders into the Project Description community, and programs to address homeless outreach and intervention efforts. Funding secured for the Collaborative from the State includes: • 2017 - $20 million from the State of California General Fund (AB 97) • 2021 - $7.8 million from the State of California General Fund (AB 128) • 2022 - $8 million from the State of California General Fund (SB 178) ® Proposal for State Lobbyist and Advocacy Services 1 City of Rosemead Page 6 The following charts detail TPA's success in securing state earmarks over the past several years. For each award, TPA strategized with clients to identify priority projects and transform them into budget requests. TPA then worked closely and diligently with state and federal legislators and their staff, relevant committee members, and other key stakeholders to ensure client projects were included in the final official budget. Client Name FY 2023-24 STATE BUDGET EARMARKS Project Amount Awarded of Agoura Hills Bikeway Master Plan Implementation $500,000 City of Anaheim Haskett Library Makerspace $300,000 Store One Upgrades $1,000,000 Mobile Family Resource Center Operations $1,500,000 City of Avalon Cabrillo Mole Phase II $2,000,000 City of Costa Mesa Behavioral Health Unit $750,000 City of Del Mar Sand Replenishment $500,000 City of EI Monte Pioneer Park $500,000 City of Emeryville 40th Street Corridor Improvement $750,000 City of Fremont Multi -Service Community Center At Central Park $1,000,000 Housing Navigation Center $500,000 Commercial District Wi-Fi Access Expansion Project $1,500,00 City of Gardena Rowley Park Gymnasium Renovation $3,000,000 Mas Fukai Park $2,000,000 City of Half Moon Bay Coastside Farmworker Housing Development $2,000,000 Affordable Housing Projects $1,250,000 City of Hayward St. Rose Hospital Sub -Acute Facility $2,000,000 Stack Youth and Family Center Phase II $2,500,000 Hayward Evaluation and Response Teams (HEART) $1,212,000 City of Irvine Real Time Crime Center $2,000,000 Public Safety Enhancements $990,000 City of Kingsburg Fire Department Ladder Truck $350,000 City of La Habra Vista Grande Park $2,000,000 City of La Verne EOC Upgrades $200,000 City of Laguna Beach Moss Street Beach Access Improvements $1,225,000 Moulton Meadows Dog Play Area $300,000 City of Mendota Community Center $8,000,000 City of Modesto Downtown Streets Teams $1,000,000 Awesome Spot Playground $400,000 Modesto MoBeautiful $250,000 City of Monterey Park Fire Station Rehab $2,000,000 City of Morro Bay Storm Drain Replacement - Sequoia Court $300,000 City of Newport Beach Trash Interceptor $1,600,000 City of Oakley East Cypress Road Widening $2,000,000 City of Oceanside OFD Training Center - Portable Buildings/Pump Facility $500,000 G) Proposal for State Lobbyist and Advocacy Services I City of Rosemead Page 7 City of Orange Homeless Resource Center, Phase 1 $1,000,000 Homeless Resource Center, Phase II $2,000,000 City of Parlier Indoor/Outdoor Regional Sports Park $1,000,000 City of Pleasanton PFAS Water Treatment Project $1,000,000 City of Reedley Transitional Housing Facility Improvements $150,000 Sports Park Field Lighting $350,000 EV Charging Facilities $100,000 City of San Leandro Nimitz Motel Acquisition $2,500,000 City of San Pablo San Pablo Recreation/Space Project $3,000,000 City of Santa Clara SC Overnight Care Locations $1,800,000 Regional Public Safety Interoperable Radio Communications $1,750,000 City of South San Francisco Great America Parkway $200,000 City of Temecula Ynez Road Improvements $1,000,000 City of Tulare Tulare Fire Department Equipment $1,000,000 City of Tustin Tustin Legacy Park $750,000 Consumnes Community Services District Elk Grove Regional Veterans Memorial Wall $1,000,000 Contra Costa County Fire Protection District Firefighter Peer Support & Crisis Referral Pilot $2,500,000 Discovery Cube Los Angeles STEM Walk and Ride Trails Project $933,000 Hesperia Parks and Recreation District Corporation Yard Relocation/Construction $2,000,000 Orange County Pacific S m hon TOTAL•22-23 Education and Enrichment STATE BUDGET EARMARKS $2,000,000 $73,910,000 Client Name FY 2022-23 STATE BUDGET EARMARKS Project Amount Awarded California Academy of Sciences Thriving California Environmental Learning Plan $2,100,000 City of Agoura Hills Linear Park Project $6,000,000 City of Anaheim Boysen Park Rehabilitation $15,000,000 City of Berkeley Marina and Pier Projects $15,000,000 City of Buena Park Water System Improvements $5,000,000 City of Compton Artesia Boulevard Bridge Rehabilitation $12,000,000 City of Costa Mesa Citywide Park Project $10,000,000 Ketchum Liboldt Park $1,200,000 Fairview Developmental Center $3,500,000 City of Del Mar Del Mar Bridge Replacement Project $2,200,000 City of Dinuba Fire Department Equipment and Training $2,000,000 City of Farmersville Fire Station Construction $7,000,000 City of Fremont Teen Center Building Upgrades $8,000,000 Sabercat Bridge and Trail project open space acquisition and planning $6,000,000 E) Proposal for State Lobbyist and Advocacy Services I City of Rosemead Page 8 Name 1-680 Sabercat Bridge Infrastructure $6,000,000 Housing Navigation Center $500,000 $2,500,000 City of Fullerton Navigation Center Project $6,000,000 City of Emeryville Broadband Infrastructure $4,000,000 City of Gardena Revitalization of Gardena Boulevard $2,000,000 City of Hayward Scattered Site Housing Model to Create Cost -Effective $5,400,000 City of Fullerton Permanent Housing for Unhoused Individuals $2,750,000 $4,000,000 City of Huntington Beach Mental Health Crisis Unit $1,500,000 Sweet Shade Park $2,800,000 City of Irvine Mental Health Crisis Unit $1,500,000 City of La Habra Imperial/Coyote Creek Sinkhole $8,500,000 City of Laguna Beach Mental Health Crisis Unit $1,500,000 City of Merced Merced Regional Fire Training Center $3,000,000 City of Oakland Teachers Rooted in Oakland (TRiO) Program $5,000,000 Replacement of Fire Station 4 $5,200,000 City of Palo Alto Newell Road Bridge Replacement $2,000,000 City of Parlier Parlier Police Station $2,500,000 City of Santa Clara Magical Bridge All-inclusive Playground in Central Park $800,000 Linden Park Project $3,200,000 City of South San Francisco County of San Mateo Union Community Alliance $1,500,000 City of Tustin Centennial Park Rehab Project $4,800,000 Discovery Cube Los Sustainability Park Project $5,000,000 Angeles Discovery Cube Orange Santiago Creek Sustainability Park $10,000,000 Count Imperial County Lithium Valley Specific Plan and PEIR $5,000,000 Land Conservancy of San Camatta Ranch Preservation $2,500,000 Luis Obispo County North Orange County Public Servicing the Public Safety Collaborative efforts within Safety Task Force the cities of Anaheim, Brea, Buena Park, Fullerton, La $8,000,000 Habra, Stanton, and Placentia Oakland Museum of Calli Americas Poster Collection Digitizing and $250,000 California Cataloguing Project Port of Hueneme eCrane- Electrical Crane Plug -In Infrastructure $5,000,000 Tri -Valley Cities Coalition Valley Link Rail Project (Environmental Study and $5,000,000 Prelimina En ineerin TOTALr22-23 STATE BUDGET EARMARKS $200,950,000 Name FY 2021-22 STATE BUDGET EARMARKS ProjectClient ,•. City of Costa Mesa Regional Fire and Rescue Facility Improvements $2,500,000 City of Del Mar Del Mar Fairgrounds Operating Shortfall $3,500,000 City of Emeryville Affordable Housing Site Remediation $2,500,000 City of Farmersville Fire Engine Acquisition $750,000 City of Fremont Mission Blvd Interchange Modernization Project $7,200,000 City of Fullerton Hunt Library Restoration Homelessness Recuperative Center $2,750,000 $4,000,000 ® Proposal for State Lobbyist and Advocacy Services I City of Rosemead Page 9 City of Half Moon Bay Carter Park Renovation Project $4,750,000 City of Hayward Hayward Navigation Center $662,000 South Hayward Youth Family Center Project $1,000,000 City of Irvine Bommer Canyon Fire Prevention Efforts $1,000,000 City of Lafayette Safe Pathway for Children Trail $238,000 City of Modesto Infrastructure Improvements to County Islands $5,000,000 City of Oakland Oakland Fund for Public Innovation for the California Entrepreneurship Capital in the Community Initiative $8,000,000 Local Jurisdiction Assistance for Cannabis Equity Program $9,905,020 Oakland MACRO Project $10,000,000 Port of Oakland Freight and Passenger Infrastructure Enhancements $280,000,000 City of Pismo Beach Public Safety Communications Equipment $470,000 City of Reedley Olson/Kings River Sewer Main Replacement $2,800,000 City of San Leandro Memorial Park Rehabilitation Project $2,750,000 City of San Pablo Alternative Policing and Mental Health Program $2,000,000 City of Santa Ana Youth Facilities Improvements $4,000,000 City of South San Francisco Vehicle License Fee Adjustment $3,000,000 City of Tracy Multi -Generational Recreation Center $5,000,000 City of Tustin New Emergency Backup Generator $1,500,000 Discovery Science Foundation Discovery Cube of Orange County Re -Opening Operating Expenses $2,040,000 Discovery Cube of Los Angeles Re -Opening Operating Expenses $2,600,000 North Orange County Public Safety Task Force TOTALi North Orange County Public Safety and Homelessness Task Force Program Extension $7,800,000 $377,715,020 FY 2019-20 STATE BUDGET EARMARKS Name City of Agoura Hills ProjectClient Stormwater Treatment Project Amount Awarded $1,000,000 City of Avalon Underground Fuel Tank Removal and Replacement $500,000 City of Buena Park Historical Facilities Renovations $500,000 City of Costa Mesa Lions Community Park $1,000,000 City of Dinuba Water Well Replacement $1,000,000 City of Huntington Beach Multi -Use Blufftop Path $1,700,000 City of Laguna Beach Laguna Canyon Road Fuel Modification $1,000,000 City of Oakland Public Safety Projects $4,000,000 Bus Services $1,000,000 City of Selma Storm Drain, Storage, and Recharge $1,500,000 Discovery Cube of Los Angeles Natural Resources Pavilion $5,000,000 Discovery Cube of Property Acquisition/Parking Structure $10,000,0000 ® Proposal for State Lobbyist and Advocacy Services I City of Rosemead Page 10 Orange County $128.9 Million $12.9 Million East Contra Costa Fire Equipment, Vehicles, and Facilities $500,000 Protection District Acquisitions and Improvements Education North County Transit District Del Mar Bluffs Stabilization Project $6,130,000 Tri -Valley Cities Coalition Dublin Sports Grounds All -Abilities Playground $1,400,000 TOTALr r STATE BUDGET EARMARKS $36,230,000 CUMULATIVE TOTAL STATE BUDGET EARMARKS FOR FY 2019-20, FY 2021-22, FY 2022-23, AND FY 2023-24: $6889805,020 FUNDING ACHIEVEMENTS This table provides an overview of TPA's grant funding achievements on behalf of clients from state, federal, and local government agencies as well as private and nonprofit grant programs. These amounts represent grants secured through a competitive and/or legislative process and do NOT include any funds awarded to clients via formulas or related forms of funding entitlements. Policy Water and Sanitation $128.9 Million $12.9 Million $141.8 Million Transportation $619.2 Million $233.3 Million $852.5 Million Education $253.1 Million $49.9 Million $303.0 Million Parks and Recreation $255.4 Million $30.1 Million $285.5 Million Cultural Resources $139.7 Million $14.2 Million $154.0 Million Housing and Development $719.2 Million $26.7 Million $745.9 Million Public Safety $138.7 Million $79.0 Million $217.8 Million TOTAL $2.3 Billion $446.4 Million $2.7 Billion A DETAILED 20 -PAGE SCHEDULE OF OUR STATE, FEDERAL, AND LOCAL GRANT FUNDING ACHIEVEMENTS CAN BE PROVIDED UPON REQUEST ® Proposal for State Lobbyist and Advocacy Services I City of Rosemead Page 11 FIRM QUALIFICATIONS J With a team of 16 registered state and funding advocates, TPA has the breadth and depth of experience AND the ability to deploy as many advocates as needed to maximize success for the City while minimizing the burden on City staff. TPA proposes a dedicated team of five people to perform state lobbying and advocacy services for the City. Christopher Townsend President Role: Managing Principal/Senior Strategic Advisor Experience: 40 Years Niccolo De Luca Vice President Role: Strategic Advisor/State Legislative and Funding Advocate Experience: 27 Years Eric Thronson Deputy Director Role: Project Manager/State Legislative and Funding Advocate Experience: 15 Years Alex Gibbs Grants Manager Role: Funding Advocate Experience: 11 Years Carlin Shelby Associate Role: State Legislative and Funding Advocate Experience: 7 Years Resumes for each member of the proposed team can be found below ® Proposal for State Lobbyist and Advocacy Services I City of Rosemead Page 12 Christopher Townsend, President: Christopher founded TPA in 1998 and has 40 years of experience in public affairs, legislative advocacy, and grant writing. Christopher and TPA have represented over 315 clients, including 250 local public agencies, such as cities, counties, transportation agencies, water and sanitation districts, elementary and secondary school districts, community college districts, park and recreation districts, and other special districts as well as nonprofit organizations. Townsend Public Affairs, Inc. President 1998—Present Christopher provides leadership to a team of 16 advocates and grant writers while managing the development and implementation of strategies for the agendas of each client. His achievements include: • Under Christopher's leadership, TPA has become one of the most successful advocacy firms in California (and is continually recognized as a "top ten" firm registered with the California Secretary of State) while still providing the personalized attention and focus of a small boutique firm. Under Christopher's leadership, TPA has shepherded over 100 legislative and regulatory proposals into law over a wide range of policy areas, including local governance, water and sanitation, transportation, housing and economic development, parks and natural resources, historical and cultural resources, elementary and secondary education, higher education, and public safety. The bipartisan capabilities of the firm are evidenced by legislative and funding successes over the tenure of several federal and state administrations, including Presidents Bill Clinton, George W. Bush, Barack Obama, and Donald Trump and Governors Pete Wilson, Gray Davis, Arnold Schwarzenegger, Jerry Brown, and Gavin Newsom. • Christopher and his team have secured over $2.7 billion in local, regional, state, and federal government grants as well as private and nonprofit grants for a multitude of legacy projects in the policy sectors of water and sanitation, transportation, education, housing and economic development, parks and natural resources, historical and cultural resources, and public safety. • Christopher maintains close bi-partisan relationships with a number of California State Legislators, including Senators Rubio, Gonzalez, Bradford, Newman, Min, Skinner, and Umberg, and Assembly Members Fong, Lowenthal, Gipson, Ting, Ta, and Petrie -Norris. • Christopher maintains close bipartisan relationships with several members of the California Congressional delegation, including Senators Feinstein and Padilla and Representatives Torres, Lowenthal, Porter, Levin, Correa, Lee, Swalwell, Napolitano, Garamendi, Carbajal, DeSaulnier, Sanchez, Lieu, Harder, Calvert, Garcia, Steel, and Kim. • Christopher and TPA have participated in the development and implementation of several California bond propositions for the statewide ballot to provide capital funding for major infrastructure projects, including water and sanitation, transportation, education, housing and economic development, parks and natural resources, and historical and cultural ® Proposal for State Lobbyist and Advocacy Services I City of Rosemead Page 13 resources, including Propositions 1, 1B, 1C, 1D, 1E, 12, 13, 14, 40, 47, 50, 55, 68, and 84. Most recently, Christopher worked closely with the State Legislature and the Governor's office on the drafting of SB 5 (De Leon), which authorized a $4 billion park bond that was approved on the November 2018 statewide ballot as Proposition 68. In 1999, Christopher was appointed by Assembly Speaker Antonio Villaraigosa to serve on the Speaker's Commission on State and Local Government Finance. • In 1997, Christopher was appointed by Assembly Speaker Cruz Bustamante to serve on the California Film Commission. PepsiCo/Taco Bell Corp., Irvine, CA Senior Director, Government & Community Affairs 1992-1998 Christopher managed and directed government and media relations, crisis management, internal communications, and marketing publicity. Christopher also managed the political action committee for state and federal political races. Additionally, Christopher managed community relations initiatives, corporate philanthropy, and the Taco Bell Foundation. Stein -Brief Group, Inc., Dana Point, CA Vice President, Public Affairs 1982-1992 Christopher directed government, community, and media relations at the local, state, and federal levels, including the management of all political, civic, charitable, and cultural activities. Christopher provided land -use planning and entitlement process analysis for domestic and international projects. Christopher also managed activities with numerous state and federal agencies to ensure compliance with all applicable laws and regulations governing land use. Finally, Christopher created and directed a political action committee that supported various local, state, and federal candidates and ballot initiatives. JFK School of Government, Harvard University, Cambridge, MA Master of Public Administration 1991 Claremont McKenna College, Claremont, CA Bachelor of Arts, Political Science, Magna cum Laude, Political Science Honors Prize 1982 Coro Fellow Southern California 1981 Harry S. Truman Scholar California 1980 ® Proposal for State Lobbyist and Advocacy Services I City of Rosemead Page 14 Eric Thronson, Deputy Director: Eric brings 15 years of legislative and public policy experience to TPA. While developing and implementing legislative and funding strategies for public agency clients throughout California, Eric maintains deep relationships with key members and staff of the State Legislature, the Administration, and state agencies. Eric has broad expertise in transportation planning and infrastructure from his tenure with both Legislative Transportation Committees and the California Transportation Commission, but his expertise extends to other policy areas including housing and land use, the state budget, and local governance. Townsend Public Affairs, Inc. Deputy Director 2021—Present At TPA, Eric serves a broad range of public agency clients throughout California. He advocates at the federal, state, regional, and local levels for client projects and programs including the pursuit of grants and other funding opportunities. Eric's network of relationships in Congress, in the State Capitol, and at the California Transportation Commission contributes to his success with clients. He is adept at assisting clients in navigating complicated legislative and regulatory frameworks at the local, regional, state, and federal levels and developing effective policy strategies and solutions for clients related to all aspects of transportation, housing, or infrastructure policy. In the past few years, Eric has shepherded several sponsored bills to the Governor's office to be signed into law and negotiated multi-million dollar resolutions through the California Energy Commission. Since joining TPA, Eric has worked with clients to develop their funding proposals and secure competitive grant funding on projects. He has also worked to identify strategic funding resources that ensured his client's visions were transformed into reality. His accomplishments include: • In 2023, Eric worked with the Sacramento Regional Transit District (SacRT) to secure a $45.1 million grant from the Federal Transit Administration's (FTA) Rail Vehicle Replacement Program to support the purchase of 16 new light rail vehicles. SacRT is one of six transit agencies nationwide and the only in FTA Region 9 to receive this grant. Eric worked with California State Transit Agency staff to secure $23.6 million in funding from the Transit and Intercity Rail Capital Program (TIRCP) for the Sacramento Regional Transit District. The proceeds from this grant will fund a fleet modernization project to purchase eight new low -floor light rail vehicles to further expand low -floor light rail operations, resulting in faster train journeys, optimized boarding, increased safety, increased capacity, and expanded mobility options for the communities it serves. • Eric worked closely and successfully with Congressman Raul Ruiz to secure an FY 2022 federal appropriations earmark in the amount of $2.5 million for SunLine Transit Agency's Fueling Station Expansion project, upgrading its 350 -bar hydrogen public station to include 700 -bar fueling capability for light- and heavy-duty vehicles. • From strategy development to last minute meetings with Legislators, Eric successfully navigated a tax measure on lithium extraction through the state budget process on behalf of the Imperial County Board of Supervisors, securing two-thirds support in the Legislature and the Governor's signature. • Eric worked successfully with Senator Anna Caballero to secure $3 million in the FY 2022-23 state budget on behalf of the City of Merced for its Regional Fire Training Center, ® Proposal for State Lobbyist and Advocacy Services I City of Rosemead Page 15 including building infrastructure, the buildout of shared classroom spaces, decontamination facilities, urban search and rescue props, an aircraft rescue firefighting prop, emergency vehicle operations courses, fire training props, and the completion of a recycled shipping container fire tower. • In the FY 2022 lithium tax trailer bill, Eric worked with budget staff and Assembly Member Garcia to include $5 million for the development of a programmatic environmental impact report and community benefit plan in Imperial County. • Eric assisted the City of EI Monte with extending a transportation grant by leveraging his close relationships with the California Transportation Commission and saved the City over $400,000 that they otherwise would have had to backfill from its own General Fund. Assembly Transportation Committee Chief Consultant 2017-2020 As the Committee's Chief Consultant, Eric directed and coordinated the Assembly's agenda for all aspects of transportation policy. In addition, he developed and maintained relationships with key departments, stakeholders, and partners to implement the Assembly's transportation direction, as well as managing committee staff by training and mentoring new committee consultants through the process of policy analysis. California Transportation Commission Deputy Director of Legislation and Finance 2015-2017 Eric coordinated the development of the Commission's legislative platform and assisted the Commissioners in advising the Legislature and Administration in the implementation of statewide transportation policy. In addition, Eric drove Commission budget proposals through the administrative and legislative processes by identifying and analyzing transportation -related legislation. Senate Transportation and Housing Committee Principal Committee Consultant 2011-2015 Eric formed and developed legislative direction for statewide transportation policy, drafted and analyzed bills involving all aspects of transportation policy, and worked with state departments and other transportation partners to implement transportation -related legislation. California Legislative Analyst's Office Fiscal and Policy Analyst, Transportation, Housing, and High -Speed Rail 2008-2011 LBJ School of Public Affairs, The University of Texas at Austin Master of Public Affairs 2008 Tulane University, New Orleans Bachelor of Arts in English, Minor in Classics 2000 ® Proposal for State Lobbyist and Advocacy Services I City of Rosemead Page 16 Niccolo De Luca, Vice President: Niccolo brings 27 years of legislative and public policy experience to TPA. Niccolo has expertise in the policy sectors of local governance, parks and natural resources, housing and homelessness, public safety, cultural resources, and cannabis. Townsend Public Affairs, Inc. Vice President 2008—Present Throughout his tenure at TPA, Niccolo has been responsible for dozens of legislative proposals that have been signed into law and has secured millions in competitive grant funds for local public agency clients. In addition to his public policy expertise, Niccolo has widespread bipartisan relationships with Members and staff of the State Legislature including the Senate and Assembly Budget Chairs and the Budget Committee staff, Governor Newsom Administration, and numerous policy committee staff. Some of Niccolo's accomplishments include: Niccolo championed the efforts for the City of Oakland in securing $280 million in a FY 2021-2022 State Budget earmark for critical maritime infrastructure. Niccolo coordinated directly with Senate Budget Chair Nancy Skinner, the Oakland Mayor, and appropriate Senate and Assembly Budget Committee staff to draft the language for inclusion into the State Budget. Niccolo's strategy, execution, and relationships led to one of the highest budget earmarks in State history and a significant win for the City and Port of Oakland. • Niccolo led the TPA efforts to secure $33.1 million in critically needed park funding for cities and nonprofits in the Bay Area, Central Valley, and Southern California. These efforts included working on the funding guidelines, drafting the applications, lobbying for the applications, and working hand in hand with the funding agency. Niccolo was the team lead and instrumental in the many victories of our clients spanning throughout California Niccolo spearheaded the movement to secure $15 million in a FY 2022-2023 State Budget earmark to the City of Berkeley for the Berkeley Marina and Pier. This year long effort included creating a local, grassroots effort, strategizing with the Mayor and City Council, drafting letters of support and speaking points, help drafting a budget, working in partnership with Senate Budget Chair Nancy Skinner and Assembly Member Buffy Wicks, and other related efforts. Niccolo was a major part of the coalition to help pass the state's first ever medicinal cannabis regulatory framework legislation. Niccolo served as an instrumental member of the statewide coalition that supported the views of both local government and the industry. Niccolo actively drafted language and advocated with legislators and staff to ensure statewide regulations would be in the best interest of cities. Due to these efforts, Niccolo has been recognized as a policy expert on cannabis policy and has testified before numerous legislative committees on issues related to the statewide implementation of cannabis regulations. • Niccolo worked with the Cities of Berkeley, Concord, Emeryville, and Fremont to pass multiple pieces of state legislation that granted these cities the ability to create and enhance local revenue measures. Niccolo led the advocacy efforts on behalf of these cities which included drafting and implementing and plan of action, working closely with ® Proposal for State Lobbyist and Advocacy Services I City of Rosemead Page 17 the authors offices to draft the legislation, building coalitions, testifying in committees, meeting with impacted state agencies and the Governor's Administration, and other efforts. Due to these efforts, Niccolo has been recognized as a policy expert on Transactions and Use Taxes (TUT) and TPA has been hired specifically to run these legislative efforts on behalf of local governments throughout the Bay Area. • Niccolo worked closely with the City of Oakland to secure four grants in the combined amount of $18.9 million from the Community Oriented Policing Services (COPS) Hiring Program. Niccolo developed the applications and shepherded them through the grant process, including leveraging relationships with the US Department of Justice and COPS staff, which resulted in critical federal funding for the City to hire additional police officers. City of Oakland Deputy City Administrator 2004-2007 Niccolo was responsible for the daily operations and decision making for the two largest departments (public works and police department), overseeing a combined annual budget of $323 million. Niccolo also directly supervised four different divisions with 45 employees. Niccolo provided direct organizational leadership to create a standard operating procedure for a multi -faceted crime reduction initiative, which was adopted by the City Council and resulted in crime reduction. Additionally, Niccolo expanded the number of organized neighborhood public safety gatherings for three consecutive years, with an average of nearly 100 percent annual increase. Furthermore, Niccolo served as the lead administrative staff member for three City Council committees, providing expertise and support to the Mayor and City Council in the formulation, interpretation, and application of public policy. City of Oakland Assistant Director, Public Works Agency 2001-2004 Niccolo was responsible for three divisions of the public works department (including finance and human relations), five direct reports, and 40 staff members. Niccolo oversaw the financial operations of the entire public works department, including revenues and expenditures. Niccolo implemented procedures to reduce the number of workers' compensation claims subsequently adopted for the entire City. Niccolo also served as the spokesperson of the public works department and maintained all media relations. Niccolo built strong media relations and served as a hearing officer for union grievances, ultimately helping to improve key relationships with affected unions. City of Oakland Assistant to Councilmember Richard Spees 1998-2001 Niccolo served as lead spokesperson for the Council Member within the district. Niccolo improved the overall district -wide public approval rating of the Council Member through grassroots marketing campaigns and new information dissemination strategies. Additionally, Niccolo led constituent services for the district, ensuring proper and efficient service delivery for 58,000 residents. University of Oregon Bachelor of Arts, American History 1997 ® Proposal for State Lobbyist and Advocacy Services I City of Rosemead Page 18 Alex Gibbs, Grants Manager: Alex brings 11 years of public policy and legislative advocacy experience to TPA. Alex has four years of experience working for the State Legislature analyzing, researching, writing, and shepherding bills through the legislative process. Alex has also secured significant grant funding for clients throughout California. Alex has expertise in the policy sectors of parks and recreation, natural resources, local governance, public safety, and transportation. Townsend Public Affairs, Inc. Grants Manager 2014—Present During his tenure at TPA, Alex has been responsible for securing millions in competitive grant funds at the private, state, and federal levels for local public agency clients. In addition to his expertise on parks and recreation, transportation, and public safety, Alex has a strong network of relationships with State Legislators and key staff as well as various state departments and agencies. Some of his accomplishments include: Alex worked closely with the City of Oakland staff to secure $7 million in grant funding from the Clean CA Local Grant Program. Alex leveraged relationships with the California Department of Transportation and the City's legislative delegation to successfully advocate for two funded projects. This funding helped the City of Oakland conduct the Courtland Creek Restoration Project as well as the Oakland Mini Parks Beautification Project, both of which provided significant remediation and beautification of public resources for local residents. • Alex led a team of Kern County staff through the application process to secure $6.5 million in grant funding from the Prop 68 Statewide Parks Program (Round 4). This funded the South Kern Lamont Park Project which provided much needed renovations to an existing park in the community of Lamont, despite grant program guidelines which provided preferences for the construction of new parks. Alex worked with the City of San Leandro staff to secure $4.5 million in grant funding from the Building Forward Library Infrastructure Program administered by the California State Library to upgrade multiple libraries throughout the City. Alex tailored the grant application's message and narrative and worked with City staff to create a project budget and timeline that would ensure competitiveness. Alex also utilized advocacy strategies that leveraged the City's strengths during the grant review process to ensure project success. • Alex collaborated with state Natural Resources Agency staff to secure a $3 million Urban Greening Grant for the Desert Recreation District. This funded the construction of a new park and sports complex in unincorporated Riverside County. Alex then continued to work with the District on grant administration, ensuring the client was able to see the completion of their legacy project that had been years in the making. • Alex worked jointly with the City of South San Francisco to secure a $868,000 grant from the Active Transportation Program (ATP). Alex leveraged relationships with the California Department of Transportation and coordinated among local business stakeholders and school officials to craft a competitive grant application to the statewide ATP. This funding ® Proposal for State Lobbyist and Advocacy Services I City of Rosemead Page 19 helped the City with their Linden and Spruce Avenue Traffic Calming Improvement Project to construct major traffic calming improvements to ensure bike and pedestrian safety at crucial intersections to residential and commercial neighborhoods. • Alex collaborated with state and federal Land and Water Conservation Fund staff to secure a $750,000 grant for the City of Imperial. This funded the construction of a 300 -plus acre regional park and equestrian center. Alex then continued to work with the City on grant administration, ensuring the client was given the appropriate time to meet deadlines and retain their funding. Alex worked in concert with the City of South San Francisco to secure a $658,000 grant from the San Mateo County Transportation Authority's Measure A Pedestrian and Bicycle Program. Alex leveraged relationships with stakeholders in the County to ensure that the City received the funding needed for their Sunshine Gardens Project, including major traffic -calming improvements on streets frequented by students walking and riding bicycles. • Alex worked closely with City of Novato staff to secure a $220,500 grant from the Food Waste Recovery program at CalRecycle. This funded a local food waste recovery effort in Marin County that allowed the City of Novato to partner with local nonprofits and ensure that good food that otherwise would go to waste reached food banks and vulnerable residents. • Alex worked jointly with the City of Fullerton to secure a $200,000 planning grant from the US Department of Transportation's Safe Streets and Roads for All (SS4A) Grant program. The grant will help fund the Fullerton Comprehensive Safety Action Plan, which will increase public safety for all forms of transportation in the city, including walking, bicycling and single occupancy vehicle users. • Alex has developed broad expertise with respect to public safety policy and funding. In conjunction with local stakeholders, Alex has worked successfully on a variety of public safety issues that affect local public agencies in California, including the fight against the trafficking and exploitation of minors as well as the protection of local control regarding the manufacturing of medicinal cannabis products. California State Senate Legislative Aide 2012-2014 Alex worked as a member of the Eighth Senate District's legislative team representing San Francisco and San Mateo Counties. Alex's primary responsibilities included monitoring, reviewing, and making recommendations on legislation passing through the Senator's committees as well as bills of interest to the District. Alex annually carried a bill package through the legislative process and assisted with problem bills that required more support. Alex consistently had one of the highest numbers of bills signed into law of any senate staffer. University of San Francisco, CA Bachelor of Arts, Politics 2011 ® Proposal for State Lobbyist and Advocacy Services i City of Rosemead Page 20 Carlin Shelby, Associate: Carlin brings over seven years of government affairs experience to TPA. Carlin has state legislative experience in areas such as municipal finance, housing and land use, community services, pension reform, environmental sustainability, and budget. Carlin maintains strong relationships with members of the legislature, committee consultants, staff, and local government stakeholders. Townsend Public Affairs, Inc. Associate 2021—Present Since joining TPA, Carlin has worked diligently with clients to implement their legislative advocacy agendas in Sacramento. Some of her work includes: • Carlin worked with Assembly and Senate leadership and Budget Chairs to advance over $20 million in community project funding requests for clients in the 2022 and 2023 State Budget Acts. • Carlin has worked with clients on strategies to secure funding within numerous statewide bond proposals related to climate resiliency, housing production, and behavioral health care infrastructure. These efforts include work with Legislators, staff, the Governor's Administration, and various stakeholders to highlight client priorities and position clients as thought leaders for the effective implementation of these massive spending proposals. • Carlin has provided strategic advocacy and advisory services for clients regarding municipal finance policy and potential changes to revenue -generating local tax regimes. • Carlin was instrumental in convening a regional task force of law enforcement officials to discuss the public safety impacts of reckless electric bicycle usage. She used the information and insights gathered to work with legislators to develop a measure intended to generate data on a -bike usage and incidents and to inform future policies on safety regulations. • Carlin has worked to build advocacy tools for clients such as detailed legislative analyses, tracking matrices, position letters, and verbal presentations of priority policy proposals. • Carlin has provided expert analysis and feedback on a variety of policy issues for clients. She has written letters and official correspondence to bring client concerns to the attention of decision makers in Sacramento while helping navigate the legislative process. League of California Cities Legislative and Policy Development Analyst 2017-2020 Carlin was responsible for analyzing legislation and developing strategic policy positions to benefit cities throughout California. Carlin also maintained stakeholder relations with various government agencies and government -proxy organizations to implement policy agendas crucial to local government clients. ® Proposal for State Lobbyist and Advocacy Services I City of Rosemead Page 21 Press Office of Assembly Speaker Anthony Rendon Press Assistant 2017 Carlin worked for Assembly Speaker Anthony Rendon and was responsible for maintaining communications between the legislature and major news outlets as well as communicating the Speaker and Democratic Caucus' policy agendas. The California Building Industry Association (CBIA) Government Affairs Intern 2016 Carlin worked to implement CBIA's policy agenda with emphasis on the issue areas of housing and land use. Carlin also provided strategic campaign support on the CBIA-sponsored school bond initiative. California State University, Sacramento Bachelor of Arts, Political Science 2021 ® Proposal for State Lobbyist and Advocacy Services I City of Rosemead Page 22 1. CITY OF EL MONTE Contact Name: Alma Martinez Contact Title: City Manager Address: 11333 Valley Boulevard, EI Monte, CA 91731 Phone Number: 626-580-2001 Email Address: amartinez@elmonteca.gov Dates of Service: 2015 — Present Description of Services: TPA provides California advocacy, federal advocacy, and grant writing services to the City. Recent Legislative Accomplishments: • FY 2023-24 State Budget Earmark: $500,000 for the Pioneer Park Project • BSCC Prop 64 Program: $3 million for Community Marijuana Mitigation Efforts • Secured $400,000 CTC Active Transportation grant extension in 2022 • Engaged Senator Rubio for City -sponsored legislation related to State Parks agreement • Developed Legislative engagement in City activities trying to address local public safety challenges 2. COUNTY OF IMPERIAL Contact Name: Rebecca Terrazas-Baxter Contact Title: Deputy Chief Executive Officer Address: 940 West Main Street, EI Centro, CA 92243 Phone Number: 442-265-1001 Email Address: rebeccaterrazas-baxter@co.imperial.ca.us Dates of Service: 2015 — Present Description of Services: TPA provides California advocacy services to the County. Recent Legislative Accomplishments: • Shepherded SB 125 (2022) which, among other things included a new excise tax on the extraction of lithium in California, and a formula for how that revenue is to be distributed, and therefore required two-thirds of the Legislature's support to pass • Secured $5 million from the state's General Fund for the development of a programmatic environmental impact report and community benefit plan in Imperial County • Assisted in the passage of AB 335 (2019) which made the Imperial County Transportation Commission the successor agency to the Imperial Valley Association of Governments and enabled the County to assume all assets and liabilities of that entity • Worked with partners to see AB 2746 (2018) signed into law, a measure that addressed the redemption termination deadline related to tax -defaulted property the county tax collector is required to offer for sale at a public auction @ Proposal for State Lobbyist and Advocacy Services I City of Rosemead Page 23 3. CITY OF HAYWARD Contact Name: Contact Title: Address: Phone Number: Email Address: Dates of Service: Description of Services: Kelly McAdoo City Manager 777 B Street, Hayward, CA 94541 510-583-4305 Kelly. mcadoo@hayward-ca.gov 2008 — Present TPA provides California advocacy and grant writing services to the City. Recent Legislative Accomplishments: • FY 2023-24 State Budget Earmark: $2.5 million for the Stack Youth and Family Center Phase II Project • FY 2023-24 State Budget Earmark: $2 million for the St. Rose Hospital Sub - Acute Facility Project • FY 2023-24 State Budget Earmark: $1.1 million for the Hayward Evaluation and Response Teams (HEART) Project • Assisted with Legislative intervention to secure $1.25 million for the City from penalties through the California Public Utilities Commission • FY 2021-22 State Budget Earmark: $1 million for the Hayward Youth Family Center Project • FY 2021-22 State Budget Earmark: $662,000 for the Hayward Navigation Center • Provided context and position support for numerous legislative measures each year in order for the City to effectively pursue its annual legislative agenda ® Proposal for State Lobbyist and Advocacy Services I City of Rosemead Page 24 TPA brings targeted customer service led by dedicated California advocates located just steps away from the State's Capitol building. In addition, Founder and President Christopher Townsend actively engages in each project to develop strategy, engage top-level relationships, and ensure high-quality customer service. TPA advocates are adept at executing client visions at the state level. TPA proposes the following services and activities to provide the highest quality state legislative advocacy services to the City. • On -the -Ground Advocacy in Sacramento: This takes the form of daily outreach to contacts in the Capitol and the Governor's Administration, as well as advocacy visits to relevant policymakers in Sacramento. The project team for this engagement has extensive relationships throughout the State Legislature and state agencies that will be leveraged to best position the City for success. The proximity of the TPA Sacramento Office will offer the City unparalleled access to key decision makers in the state government. Additionally, this proximity enables TPA advocates to consistently promote the City's priorities, as well as immediately alert the City of any relevant legislative changes or funding opportunities and respond quickly and effectively. • State Budget Requests: TPA understands how to collaborate with clients to identify competitive projects for consideration by state elected leaders for inclusion in the annual budget. TPA advocates will develop and submit earmark applications on the City's behalf and will work to gather supporting documents from relevant stakeholders to ensure applications stand out among the rest. TPA will leverage its relationships with key members of state departments and agencies, including the California Department of Transportation, California Transportation Commission, California Energy Commission, California Department of Parks and Recreation, California Natural Resources Agency, and others to ensure the City's priorities are being actively considered and that the City's projects are highly competitive and ultimately successful. This process is crucial to securing the funds the City needs to improve and protect its diverse and growing community and unique priorities. • Law Navigation: Recently enacted state legislation and spending measures contain complicated programs that directly impact the City's strategic legislative and funding priorities. TPA state advocates have extensive experience navigating widespread legislation and are policy experts in their fields. As a result, the TPA team is able to provide in-depth analysis and strategic guidance to local government clients on legislative and budgetary measures across a broad range of policy areas, including energy, renewable resources, transportation, infrastructure, economic development, housing, and parks and recreation. TPA's active 0 Proposal for State Lobbyist and Advocacy Services I City of Rosemead Page 25 presence in Sacramento, in combination with the team's deep policy expertise, ensures that the City receives the most up-to-date information and analysis regarding all legislation that may have an impact and is able to respond quickly to relevant bills. • Consistent Communication: Legislation and funding opportunities are often introduced with little notice despite having the potential to greatly impact local governments. Due to the proactive engagement and communication of the TPA team, the City will be made acutely aware of any and all relevant changes and opportunities at the state level. TPA will confer regularly with the City and will provide detailed weekly and monthly updates on state activities relevant to the City's policy priorities. Additionally, members of the team will be available to visit the City, speak at City meetings, and will work diligently to help elevate the City's profile throughout California through legislative and funding successes. As a City that is home to more than 50,000 residents and a growing network of businesses, parks and recreational facilities, educational centers, and community hubs, it is crucial that the City receives customized and dedicated information and communications so that it can respond effectively and appropriately to state policy direction. ® Proposal for State Lobbyist and Advocacy Services I City of Rosemead Page 26 The chart below outlines the proposed project schedule for this engagement: DESCRIPTION OF Conduct Detailed Orientation • TIMELINE Contract Start Develop Legislative Strategy Contract Start/Annually Implement the Legislative Strategy Ongoing Build and Strengthen Relevant Relationships Ongoing Leverage Relationships for Strategic Advocacy Plan Ongoing Provide Strategic Direction for Grassroots Activity Ongoing/As Needed Coordinate Advocacy Trips Ongoing/As Needed Track Legislation Ongoing Craft Testimony and Position Letters Ongoing/As Needed Draft Bill Language Ongoing/As Needed State Budget Funding Opportunities Annually Provide Progress Reports Ongoing/As Needed Prepare and File Lobbying Disclosure Reports As Needed ® Proposal for State Lobbyist and Advocacy Services I City of Rosemead Page 27 TPA will utilize the following strategic and comprehensive approach to provide state lobbyist and advocacy services to the City: • Conduct Detailed Orientation: TPA utilizes a comprehensive onboarding process that includes extensive meetings with various relevant members of City leadership and key City departments to help develop a strategic plan that is carefully tailored to satisfy the needs of the City and is designed for maximum success in the current political climate and funding environment. • Develop Legislative Strategy: Utilizing the information gathered during the onboarding process, TPA will coordinate with the City to develop an official legislative platform and strategy that represents the City's priorities in Sacramento. TPA will work collaboratively and cooperatively with key City staff to bring visibility to budget and legislative priorities. This blueprint will be shared with key stakeholders in the State Legislature and Governor's Administration. • Implement the Legislative Strategy: TPA will advocate for the City's legislative agenda utilizing the following methods: • Build and Strengthen Relevant Relationships: TPA has cultivated a network of valuable relationships that will be leveraged to promote the City's legislative agenda. These relationships include: City's State Legislative Delegation: • Secretary Toks Omishakin, • Senator Susan Rubio California State Transportation • Assembly Member Mike Fong Agency • Secretary Amelia Yana Garcia Governor's Administration and Agency Gonzalez, California Environmental Leadership: Protection Agency • Governor Gavin Newsom • Secretary Lourdes Castro Ramirez, • Executive Secretary Dana Business, Consumer Services, and Williamson Housing Agency • Senior Counselor Jason Elliott • Director Armando Quintero, • Lieutenant Governor Eleni Department of Parks and Recreation Kounalakis • Director Karla Nemeth, Department • State Treasurer Fiona Ma of Water Resources • State Controller Malia Cohen • Director Joe Stephenshaw, • Attorney General Rob Bonta Department of Finance • Superintendent of Public Instruction • Director Gustavo Velasquez, Tony Thurmond Department of Housing and • Secretary Wade Crowfoot, Natural Community Development Resources Agency ® Proposal for State Lobbyist and Advocacy Services I City of Rosemead Page 28 State Legislative Leadership: • Senate President Pro Tempore Toni Atkins • Senate Majority Leader Mike McGuire • Senate Republican Leader Brian Jones • Assembly Speaker Robert Rivas • Assembly Speaker Pro Tempore Cecilia Aguiar-Curry • Assembly Majority Leader Isaac Bryan • Assembly Republican Leader James Gallagher Key Legislative Committees: • Senate Budget Committee • Assembly Budget Committee • Senate Governance and Finance Committee • Assembly Local Government Committee • Senate Housing Committee • Assembly Housing and Community Development Committee Leverage Relationships for Strategic Advocacy Plan: TPA will engage various techniques to leverage our network of key relationships on behalf of the City: • Schedule meetings for the City to discuss relevant legislation • Prepare all briefing materials and talking points for the City • Brief legislative offices and stakeholders on the City's legislative agenda • Follow-up on meetings to ensure commitments and deliverables are being met • Provide Strategic Direction for Grassroots Activity: TPA will provide strategic guidance on grassroots activity in order to advance the City's legislative platform and best position the City for legislative success. • Coordinate Advocacy Trips: TPA will work with the City to coordinate advocacy trips to Sacramento to meet with the City's legislative delegation, as well as legislators that serve on committees relevant to the City's agenda. Furthermore, whenever possible, TPA will also schedule site visits by legislators to the City. • Track Legislation: TPA will identify, analyze, monitor, and report on all bill introductions, bill amendments, and existing and proposed state policies and programs relevant to the City's legislative platform and assess their potential impact on the City. TPA will develop and present strategies for the support, opposition, or amendment of pending legislation. • Craft Testimony and Position Letters: TPA will identify opportunities for City officials and staff to testify before legislative committees and subcommittees with respect to proposed legislation and will communicate these opportunities to the City Manager in a timely manner. TPA will also prepare and submit written and verbal testimony regarding legislation relevant to the City. TPA will also draft and deliver position letters to legislators and key officials on specific bill language. ® Proposal for State Lobbyist and Advocacy Services I City of Rosemead Page 29 Draft Bill Language: TPA will draft language and amendments for relevant legislation, as required to protect and promote the City's agenda. State Budget Funding Opportunities: In an effort to maximize state funding, TPA will work with the City to identify projects and other funding priorities that may be suitable for funding through the State Budget. TPA will coordinate with the City to develop supporting materials for the budget request. TPA will also work with members of the City's state legislative delegation, along with the Assembly and Senate Budget Committees, to gain support for the inclusion of the City's project in the final State Budget approved by the Legislature. Provide Progress Reports: TPA will confer regularly with the City on all activities. TPA will provide timely electronic reports on the status of all legislative activity, such as bill language, amendments, and committee analyses. In addition to written reports, TPA will be available to attend meetings of the City Council and staff, as requested, to brief the City Council on legislative activities. • Prepare and File Lobbying Disclosure Reports: TPA will prepare and file, on behalf of the City, all applicable state lobbying disclosure reports. ® Proposal for State Lobbyist and Advocacy Services I City of Rosemead Page 30 ALL-INCLUSIVE RETAINER: ® Proposal for State Lobbyist and Advocacy Services I City of Rosemead Page 31 DESCRIPTIONOF • California Advocacy ("State Lobbyist and Advocacy") Services $4,000* • Conduct Detailed Orientation Included • Develop Legislative Strategy Included • Implement the Legislative Strategy Included • Build and Strengthen Relevant Relationships Included • Leverage Relationships for Strategic Advocacy Plan Included • Coordinate Advocacy Trips Included • Provide Strategic Direction for Grassroots Activity Included • Track Legislation Included • Craft Testimony and Position Letters Included • Draft Bill Language: Included • State Budget Funding Opportunities Included • Provide Progress Reports Included • Prepare and File Lobbying Disclosure Reports Included *The monthly fee includes all reasonable business and travel expenses. ® Proposal for State Lobbyist and Advocacy Services I City of Rosemead Page 31 TPA state advocates diligently work to build and leverage relevant relationships, coordinate with stakeholders, monitor and analyze legislation, implement quality control measures, and maintain consistent communications to identify and pursue all legislative opportunities relevant to the City's interests. TPA will rely on City staff for specific timely engagement on legislative issues throughout the legislative process, as well as to provide applicable technical project information for legislative - directed spending opportunities. However, TPA will work to reduce the burden on City staff while implementing its state legislative agenda. This approach enables the TPA team to be an extension of City staff, ensuring that both TPA and the City work together seamlessly to secure state legislative successes in the current political and funding environment. ® Proposal for State Lobbyist and Advocacy Services I City of Rosemead Page 32 TPA does not have any additional information to provide or suggested modifications to the scope of work outlined in the RFP. TPA is confident in its ability to meet and exceed the service expectations outlined in the RFP. ® Proposal for State Lobbyist and Advocacy Services I City of Rosemead Page 33 TPA does NOT have any potential or existing conflicts of interest with the City of Rosemead or any individual City Official or member of the City staff. ® Proposal for State Lobbyist and Advocacy Services I City of Rosemead Page 34 Attachment D Proposal from Lucien Partners L U C I E N P A R T N E R S RESPONSE TO RFP 2023-11 City of Rosemead Professional Services State Lobbyist and Advocacy Services CONTACT Darryl Lucien, Managing Partner Lucien Global dba Lucien Partners 1017 L Street #246, Sacramento, CA 95814 Phone: (530) 601-9640 or (562) 673-0682 Email: Darryl@LucienPartners.com All contents of this proposal are valid for 120 calendars from the due date of submission. 11Page Contents COVERLETTER................................................................................................ 3 FIRMQUALIFICATIONS.................................................................................................................... 5 RESUME OF PRINCIPAL........................................................................................ 5 REFERENCE ACCOUNTS & LEGISLATIVE ACCOMPLISHMENTS.................................................. 10 UNDERSTANDING OF AND APPROACH TO THE PROJECT AND SCOPE OF WORK.........................................15 PROJECTSCHEDULE.......................................................................................... 18 OVERALLPROJECT COSTS................................................................................... 22 PARTICIPATION REQUIRED FROM CITY STAFF................................................................22 EXISTENCE OF CONFLICTS WITH CITY OFFICIALS.............................................................22 21 Page Cover Letter August 5, 2023 City of Rosemead "State Lobbyist and Advocacy Services" Attn: City Clerk's Office 8838 E. valley Blvd. Rosemead, CA 91770 Dear City of Rosemead, On behalf of the Lucien Partners team, we are pleased to present a response to the City of Rosemead, hereafter referred to as "the City" Request for Proposals seeking State Lobbyist and Advocacy Services. With a proven track record, a wealth of experience, and deft navigation of relevant policy, we propose to guide the City through the success of the objectives and overcome challenges in favor of the City's interests in the California Legislature. The Lucien Partners team brings approximately 17 years of experience working in senior capacities in the Legislature, at the Los Angeles County Board of Supervisors, and representing public agencies, private companies, nonprofit organizations, and labor unions at Lucien Partners. Our team includes Managing Partner Darryl Lucien and Chief of Staff Diana Vinogradska. Darryl Lucien will serve as the Project Manager and primary legislative advocate. Darryl was born and raised throughout Los Angeles County and has served the County as a Deputy Chief of Staff and Chief of Staff to multiple Los Angeles County legislators, including Assemblymember Chris Holden, representing significant portions of the San Gabriel Valley. Additionally, Darryl Lucien also served as the Chief of Staff to the Los Angeles County Legislative Caucus, which regularly convened lawmakers to discuss issues of regional importance. Darryl Lucien has shepherded more than 65 bills into law over the past decade. Additionally, since beginning in politics, our work has secured $650 million in budget programming. Unlike other lobbying firms traditionally representing public agencies, Lucien Partners does not offer services duplicative of the League of California Cities. Lucien Partners is not an "observe and report" lobbying firm. Lucien Partners is an elite political strategy and advocacy firm. We have worked to secure funding for our public sector and nonprofit clients by understanding how to uniquely position an individual client's request to be well-received by the budget writers in the Legislature and the political influencers within the Democratic Caucuses of both houses. Lucien Partners is adept at building formidable coalitions of community interests, labor groups, and business groups that command the attention of key legislators. This strategy is sometimes deployed to amplify the political significance of the position/request of the client. Our practice includes both legislative advocacy and regulatory advocacy. Our firm's strength is that we understand what combinations of political factors will move the needle for our clients. Sometimes, this involves direct lobbying, but other times, the best strategy is media engagement, leveraging the strength of a coalition, or building a coalition to achieve the client's 31 Page goals. We start with the conclusion that success is possible and work backwards to align the factors that are necessary for success. The ethos of Lucien Partners is evidenced in our framework; we are not just lobbyists. We partner with our clients to provide comprehensive services, including wrap-around advocacy, communications, political consulting, and coalition -building services. This allows for creating short-, medium--, and long-term advantages for the client. We are confident that we can develop the right strategies to assist the City in realizing its policy and budgetary ambitions. We look forward to discussing our unique approach and methodology to helping clients maximize their engagement with the State Capitol, the Los Angeles County Board of Supervisors, the Southern California Association of Governments, the L.A. Metro, and the Metropolitan Water District of Southern California. Sincerely, �Z Darryl Lucien, Project Manager 41 Page FIRM QUALIFICATIONS Lucien Global, dba Lucien Partners, is a California corporation registered as a lobbying firm. Darryl Lucien serves as the firm's Partner, and Diana Vinogradski serves as Chief of Staff to Darryl Lucien. Darryl Lucien is authorized to bind the company in a contractual agreement. Qualifications of key team members Darryl Lucien will serve as the Project Manager and primary legislative advocate. His achievements include shepherding over 65 bills into state law and securing hundreds of millions of dollars in funding for his clients and California constituents. Lucien served in the California Legislature from 2009-2018. During this tenure, Lucien held roles including Chief of Staff, Deputy Chief of Staff, Legislative Director, Legislative Aide, and Assembly Fellow. Lucien served as the Chief Consultant to the Los Angeles County Legislative Caucus, the Chief of Staff overseeing the California State Assembly Committee on Revenue and Taxation, the Assembly Committee on Elections and Redistricting, and the Assembly Committee Arts, Entertainment, Sports, Tourism, and Internet Media, and the Assembly Select Committee on Homelessness. Lucien's budget achievements, both in the Legislature and through Lucien Partners, include negotiating the inclusion of a $200 million homebuyer tax credit in the State Budget Act, securing $57.5 million in State Budget funding for client Charles R. Drew University of Medicine and Science, securing an additional $10 million in additional financing for Charles R. Drew University, obtaining $5 million in Budget Act funding for the City of Azusa, securing $3 million for 40 Acre Conservation League before it had even received its nonprofit status, securing an additional $750k in grant funding for 40 Acre Conservation League through state grant programs, and securing $3 million for School -Based Health Centers for the California Department of Public Health. Lucien has worked extensively with organized labor across the State, California politics's most potent political force. He serves as a delegate to the Los Angeles County Federation of Labor and on their Council on Political Education, the largest regional labor organization in the State. Lucien regularly attends roundtables with labor lobbyists in Sacramento. In addition to Lucien's legislative experience, he has served as the political director for the California Legislative Black Caucus's political program, has managed multiple ballot measure campaigns and electoral campaigns for State Legislature members. Lastly, Darryl was born and raised throughout Los Angeles County and has served the County as both a Deputy Chief of Staff and Chief of Staff to multiple Los Angeles County legislators, including Assemblymember Chris Holden, who represents large portions of the San Gabriel Valley. RESUME OF PRINCIPAL 51 Page Darryl Lucien 1017 L Street #246. Sacramento, CA 95814 (562) 673-0682 darrylalucienpartners.com PROFESSIONAL POLICY/POLITICAL EXPERIENCE Lucien Partners Consulting, Partner, June 2018 — Present City of Sacramento Planning and Design Commission, Vice -Chair, May 2015 — June 2020 Assemblymember Sebastian Ridley-Thomas, Chief of Staff, 2015-2017 Assemblymember Chris Holden, Majority Leader, Policy Director, 2012-2015 Assemblymember Nora Campos, Speaker Pro Tem, Chief of Staff, 2010-2012 Assemblymember Anna Caballero (Chair), Local Government Cmte, Assembly Fellow, 2009-2010 Key accomplishments include: Executive Management & Strategic Planning • Managed operational budgets in excess of S2 million while supervising 30 staff, volunteers, and vendors across six divisions throughout the State of California. • Professionalized the organization, notwithstanding prevailing cultures in political offices, with the development of: - Revised job descriptions to better translate the nebulousness of political office work into quantifiable goals and objectives associated with the Assemblymembers' vision; - Internal protocols and checks and balances to improve interoffice communication, promote accountability, and reduce miscues; - A system for employee self -assessments that focuses on opportunities for growth, rather than deficiencies; - Standards for constituent engagement and responsiveness leading to compliments from constituents about the high quality of service the office provides; - An institutional best practice training manual to reduce the time needed to onboard new employees and train/orient new hires; 61 Page • Initiated a strategic planning process that resulted in the development of vision and mission statements. organizational values, and a foundation for the evolution of strategic initiatives to operationalize vision, mission. and values. The resulting strategic plan reflected the aspirations of the principal, leadership team, and line staff, leading to a greater sense of purpose about our work, increasing team morale, career fulfillment, cohesiveness, and productivity. • Conducted an annual SWOT analysis and organized quarterly senior management meetings to evaluate progress toward key objectives set forth in each of our strategic initiatives. • Fostered an environment of collegiality, trust, and collaboration that measurably improved team cohesiveness, productivity, and job satisfaction. Policy Development • Guided over 60 bills through the legislative process into law in the areas of land use, housing taxation, public safety and labor and employment. • Secured nearly $450 million dollars in funding for statewide and district programming through budget negotiations and regulatory advocacy. • Shaped the development of policies, including but not limited to, the City of Sacramento's inclusionary zoning ordinance to be more conducive to housing developments, in my role as a planning commissioner. • Negotiated directly with legislative leadership, the Governor's office, labor unions, business trade associations, niche advocacy organizations, and neighborhood groups. • Organized internal campaigns to successfully overcome political opposition to legislation from legislative leaders, committee Chairs, and powerful interest groups. • Directly negotiated amendments to significant legislative deals, including but not limited to, the Governor's criminal justice realignment program concerning mentally disordered offenders, the 2017 gas tax increase, and the Franchisee Bill of Rights. • Worked collaboratively with the California State Association of Counties to preserve the Coordinated Care Initiative from budget cuts during the 2017 legislative session. • Significantly curtailed, under the Chairmanship of Sebastian Ridley-Thomas, the number of sales and use tax exemptions affecting local revenues that were passed out of the Assembly Committee on Revenue and Taxation. • Served as the lead staff person to the Los Angeles County Legislative Caucus, raising the awareness and coordination of the county delegation on municipal issues. 71 Page Political Navigation • Developed strategic campaign plans in support/opposition of ballot measures, providing detailed policy and political analyses. • Successfully managed candidate reelection campaigns and independent expenditures campaigns ensuring compliance with all applicable campaign finance and disclosure laws. • Served as the lead strategist for the California Legislative Black Caucus's 2014 campaign resulting in electoral gains that grew the caucus to a historic high: 12 members. • Developed the Assembly Majority Leader's political program, including but not limited to: incumbent protection, handicapping electoral races across the State, and legislative engagement strategies. • Managed Fair Political Practices Commission regulatory filings associated with candidate committees and ballot measure committees. Strategic Communications • Designed and implemented multiple large-scale media campaigns that leveraged both earned and paid media, resulting in improved candidate name identification, brand awareness, brand perception, while also reducing marketing costs compared to previous efforts. - This included content development, network and database development, utilizing traditional forms of media (print, radio, robocall, billboards, tele -town halls) and digital media (text messages, social media, web ads). • Utilized Political Data Incorporated and NGP Van to micro -target messaging across constituencies. • Co-produced all literature, opinion editorials, newsletters, social media content, and publications about the Assemblymember. PROJECT MANAGEMENT/CAMPAIGN EXPERIENCE Californians for Full Employment and Balanced Growth: Measure A, Measure M, Proposition 55, & Measure D, Campaign Manager, September 2016 — November 2016 Ridley-Thomas for Assembly 2016, Campaign Manager, January 2016 — November 2016 CA Legislative Black Caucus, Chris Holden -Political Chair, Senior Strategist, December 2012 -November 2014 Larry Carr for City Council, Deputy Mail Consultant, July 2014 -November 2014 Nora Campos for Assembly 2012, Deputy Campaign Manager, January 2012 -April 2012 81 Page EDUCATION California State University, Assembly Fellowship Program, Sacramento, CA, May, 2017 - Completed 12 graduate units California State University, Bachelor of Art in Political Science, Long Beach, CA, May, 2009 San Bernardino Valley College, Police Academy, P.O. S. T. Certificate, January, 2005 91 Page REFERENCE ACCOUNTS Et LEGISLATIVE ACCOMPLISHMENTS California Coalition of Law Enforcement Associations (CCLEA) The law enforcement profession received an unprecedented level of international scrutiny after the murder of George Floyd, which provoked worldwide protests over 75 days. In California, lawmakers introduced a dozen bills, most of which were uninformed, misguide, and highly punitive, to punish law enforcement instead of improving accountability and ensuring that law enforcement officers received the best training possible. The political winds suggested that law enforcement was going to become extinct. Across the country, officers Lost their jobs, their labor protections, and their voice in political matters. This was arguably the worst political and public affairs crisis any profession had ever experienced. Yet in the most liberal State in the nation, only those reforms that were not uniformly opposed by law enforcement passed into law. The remaining measures were politically infeasible, in part because of the work of Lucien Partners. Lucien Partners positioned its law enforcement clients to have meaningful and honest discussions about ways to improve accountability. Initially, the tensions needed to be lowered for collaborative discussions. As a result, Lucien Partners was asked to embark on a major educational campaign to mitigate and defeat adverse policy proposals. Lucien Partners worked collaboratively with multiple unions and consultants to develop a comprehensive public affairs campaign, Protect California. Lucien Partners oversaw the development of legislative communications. Our team extensively researched policies, academic research findings, and notable publications on policing. We managed public opinion research, both focus groups and polling, and merged policy research with public opinion research to develop compelling policy platforms. We developed meaningful policy proposals that improved accountability and provided an alternative to policies pushed by the ACLU and other extremist groups. Moderate Democrats and Republicans appreciated having alternative proposals they could consider for discussion. This information was distributed to lobbying teams and utilized to develop collateral educational materials, produce video content to support legislative findings, amplify on the campaign's digital media platforms, and equip lawmakers with politically palatable, coherent, and justifiable reasons for not supporting ill-advised 'reforms." See Appendix B for documentation. This entire effort made it possible for law enforcement to defeat every misguided legislative bill against impossible odds. We also provided legislators who supported us with sufficient public affairs and strategic cover to blunt blowback with their constituencies. California Coalition of Law Enforcement Associations Craig Lally, President craiglaity@lappi.org Primary Contact: Teresa Ochoa (213) 251-4554 teresa@lappl.ore Monthly Retainer - $11,000 per month City of Azusa 101 Page The City of Azusa hired Lucien Partners during the 2022 legislative year to assist them in procuring additional state funding for the City. Lucien Partners participated in strategy development with the City to present the priorities most likely to be favorably viewed by budget appropriators in Sacramento. Lucien Partners also recognized that the City needed assistance understanding how to communicate why funding these priorities was necessary to avert a crisis. Lucien Partners developed a set of compelling talking points, arranged meetings with relevant elected and staff influencers, helped the City assemble a coalition of support, and liaised more effectively with their legislators. The City of Azusa was awarded $2 million in the State Budget to allocate to their public utility, Azusa Light and Water, toward replacing South Reservoir. The City was also awarded $3 million for the relocation and preservation of the Old Schoolhouse, a historic landmark within the City as one of the first schools in the San Gabriel Valley region, primarily serving Latino students. City of Azusa Robert Gonzales, Mayor Robert.gonzates@azusaca.gov; 626-391-9672 Monthly Retainer - $9,000 per month for a six-month budget procurement contract 40 Acre Conservation League 40 Acre Conservation League approached Lucien Partners about soliciting funding for a new set of land conservation efforts in California. The organization had little capital, did not own any Land, was only two months old, had no established political relationships, and had yet to receive its 501(c)(3) status from the Internal Revenue Service. There are many reasons why this organization would have difficulty finding a lobbyist in Sacramento. Lucien Partners recognized quickly that their message was ripe and coincided with the Governor's 30 x 30 effort, which fed into a more extensive set of climate goals that were being funded in epic proportion to the funding previously received by Governors. The State was also anticipating a budget surplus above $60 billion. Lucien Partners got to work and connected their message with the Governor and the Legislature's 30 x 30 framework and nature -based solutions goals. Meetings were set up with high-ranking staff throughout the Governor's administration, including multiple cabinet secretaries. The result is that this "brand new" organization received $3 million in the 2022 Budget Act and then received an additional $750k from another state agency to commence their work. The organization received its nonprofit in early 2023. 40 Acre Conservation League Jade Stevens, Mayor 40acreleaaue@gmail.com; 951-329-2432 Monthly Retainer - Pro Bono client Charles R. Drew University of Medicine and Science (CDU) Lucien Partners has obtained over $65 million in General Fund funding from the State of California for Charles R. Drew University of Medicine and Science over three legislative sessions. Lucien Partners developed an advocacy and engagement strategy that presented compelling data and analyses to illustrate the overlap of CDU's mission and the Legislature's stated public policy goals. Our coalition of potent political organizations included the California Medical Association, local elected officials in the area, State Legislators, Congressional Representatives, the California Hospital Association, notable primary care clinics that CDU has a relationship with, and other allies. Lucien Partners leveraged the organization's uniqueness, brand, and strengths of its leadership to help state officials see that this organization was training the next generation of professionals who will be needed to address the State's complex homelessness crisis as it relates to mental health care practitioners. We additionally targeted the California Legislative Black and Latino Caucuses with a unique message. We leveraged CDU's diversity to demonstrate to the California Legislative Latino Caucus that CDU graduates more Latino pre-med students and physicians, per capita, than any other postsecondary educational institution in the State, and the same is valid for Black students and physicians in relation to our advocacy to members of the California Legislative Black Caucus. This all combined to secure nearly $58 million through multiple State Budget Acts. Additionally, Lucien Partners provided political support to secure additional grant funding totaling an additional $7 million. Lastly, the University has an additional $50 million allocated in a K-16 school bond in the 2023 legislative year, whose passage appears imminent. Charles R. Drew University of Medicine and Science Angela Minniefield, Senior Vice President AnaelaMinniefield@cdrewu.edu, 323-563-4897 Monthly Retainer - $8,000 per month Central Basin Municipal Water District Lucien Partners was asked to assist Central Basin Municipal Water District in navigating a complex set of political challenges. Central Basin has had a troubled history with its governance and perceptions of its business practices driven by past legal actions against the institution. The Legislature has passed a measure to reduce the number of elected officials on the Board and increase the number of appointed officials, a nearly unprecedented action against a locally governed public agency. In 2020, the Legislature sought to dissolve the Board, but it backed off that effort. In 2021, Lucien Partners was hired because the Legislature sought to replace the Water District by creating another competing public agency. Lucien Partners recognized that the District's brand still lacked credibility with Sacramento electeds and that out-of-the-box strategies were needed to strengthen the ability of the District to survive. Lucien Partners leveraged its relationships and understanding of the District's partnerships to assemble a coalition of labor partners and business organizations. They strategically coordinated their lobbying efforts to synchronize with the District's efforts. Leveraging the strengths of the District's labor partners resulted in amending this bill into an entirely different measure. 121 Page Lucien Partners has also developed and executed a plan to rebrand the District and perceptions about its operations. Central Basin Municipal Water District Art Chacon, President of the Board; Chacon.arturo65@email.com 323-470-7219 Monthly Retainer - $7,500 per month Bulletin Displays As a mid-size Outdoor Advertising Company in California, Bulletin Displays faced several threats from pending legislation. Lucien Partners was retained to address concerns about a rapidly advancing bill authorizing digital billboard advertising in the right-of-way of federal and State highways, effectively hamstringing revenue for smaller and mid-size billboard companies with billboards constructed adjacent to highway systems. The legislation was supported by statewide labor union groups and larger billboard companies, with legislators supporting the resultant state revenue and job creation. It was believed that advertisers would favor the digital billboards offered in the right-of-way of highways, increasing the profitability of larger companies to the disadvantage of smaller billboard companies with billboards constructed adjacent to the highway systems. Lucien Partners determined that the client needed more political heft to counter the strength of the opposition. We moved to create a coalition of stakeholders with similar exposure, including multiple Southern California municipalities that receive substantial annual revenue from outdoor advertising companies and whose budgets would be substantially impacted by the passage of this legislation. Lucien Partners mobilized this multi -agency effort to flood the offices of key legislators on the Senate Transportation and Housing Committee and several local Senators with letters of opposition, citing the impact of this legislation on municipal budgets. Additionally, Lucien Partners opened communication with public sector unions, citing their interests, because a decrease in municipal revenue would also impact collective bargaining. This effort resulted in the following: The coalition of cities and their labor partners convinced the author to drop the bill before the first committee hearing in the second house. Coalition building involves applying multiple pressure points, collectively yielding the desired outcome. More than a Rolodex advocacy firm, Lucien Partners understands policy and the impacts of policy decisions on constituencies and how those voices can be organized to influence policy. This was pivotal to the Bulletin Display victory. Bulletin Displays Mark Kudler, President 714-470-6020, Mark. k@bulletindisplays.com Retainer- Paid on a project basis. $18,000 per project; projects typically conclude within four weeks. 13 1 Page 141Page UNDERSTANDING OF AND APPROACH TO THE PROJECT AND SCOPE OF WORK LUCIEN PARTNERS METHODOLOGY Most lobbying firms specializing in municipal lobbying representation specialize in sending you the same reports they sent to their other municipal clients. They do not specialize in specific work to benefit individual municipal clients. They only offer a little more legislative support than most cities will receive from their California League of Cities and California Contract Cities Association memberships. Lucien Partners is a campaign management firm that recognizes and builds strategies around developing a compelling message and a compelling messenger to navigate the politics of Sacramento sufficiently. Organizational and Administrative Lucien Partners proposes to begin by understanding the City's recent accomplishments, pending legislative projects, organizational and operational goals, history of labor relations, the status of envisioned capital outlay projects, its perception of its relationships with its elected leaders, including Assemblymember M. Fong, Senator S. Rubio, and L.A. County Supervisor Hilda Solis. Lucien Partners reviewed the City's 2022 legislative priorities document and could not find a 2023 document. Lucien Partners will initiate a review of this document with city officials to understand the extent to which it fully encompasses the City's priorities. Given that many of the items listed in the 2022 document are evergreen, Lucien Partners will provide contextual information that may assist the City in prioritizing where and how to allocate its advocacy energy. For example, if the Governor is prioritizing funding for climate change, Lucien Partners would ask the City to consider what infrastructure and open space projects may help the Governor advance his vision while also assisting the City in enhancing its vision. If the Governor and Legislature respond to a crime wave, that will present an opportunity for the City to advocate for funding and possibly policy changes. Lucien Partners will produce a set of recommendations that will guide our work through the following year, highlight key performance indicators, identify prerequisite actions that must be taken to achieve objectives, and prioritize engagements. Government Relations Action Plan After establishing the administrative and communications protocols and preferences and reviewing the inventory of the City's priorities, platforms, and advocacy infrastructure, Lucien Partners will analyze these factors and produce a set of recommendations, which may include rules of engagement, that facilitate the accomplishment of the City's short, medium, and long-term goats. The Lucien Partners approach to advocacy involves building comprehensive campaign strategies to position the City to execute ambitious legislative and State budgetary strategies. These campaigns may include procuring state general fund dollars and bond funding, passing or defeating legislation, or successfully managing state and federal regulators. 15 1 Page Ongoing Client Communication The Lucien Partners approach to communication includes a concise summary of information and regular updates on pending action items. It can also include an attachment of detailed materials—including bill matrices, bill text, bill analyses, regulatory communications, letters of support and opposition for bills, vote cards, information regarding the status of legislation, and a contextual summary. Lucien Partners uses a range of mediums to communicate with clients, including traditional email, Slack, WhatsApp, Microsoft Teams, and G Suite products. Our team will align with client preferences. Lucien Partners will work with the City to design a communication schedule, including recurring meetings, to provide legislative updates, convey progress on action items, and propose alternative plans. Our team is committed to working with the City to determine the right balance and method of communication. General Legislative Engagement and Representation Lucien Partners will assess the City's priorities and develop a campaign plan to detail what combination of advocacy, coalition building, media activity, and other activities are necessary for success. This will also include assessments to understand the strengths and weaknesses of your incumbent representatives in specific relation to the legislative priorities and their willingness to play a role in facilitating the City's success. Lucien Partners is a campaign management firm, and we start by understanding the conditions that must be present to achieve victory and then lay out the pathways to create those conditions. Lucien Partners will monitor all legislative and regulatory items of interest to the City and attend all public hearings that have or are likely to agendize these items for consideration. The City will receive a synopsis of actions taken and recommendations to consider moving forward. Lucien Partners will proactively advise the City on opportunities to sponsor legislation, including drafting legislative language, seeking legislative authors and co-authors, coalition building, negotiating with the Legislature, Governor's office, and opponents concerning amendments, providing the City with a vote count ahead of critical legislative votes, and actively lobbying for support of our legislation. Lucien Partners will work with the City to develop amendments to legislation and regulations that are hostile to the City and the City's constituents. If seeking amendments is impractical, Lucien Partners will propose strategies to defeat the legislation and work to reduce the likelihood of success. These strategies may include strategically positioning key officials from the City to provide public testimony, facilitating ex parte communications with key legislators and staff, and other strategies. Lucien Partners will draft official correspondence for City review and approval to distribute to the Legislature indicating the City's position and rationale. In addition to the necessary technical information, Lucien Partners will research and formulate arguments for maximum resonance. 161 Page Lucien Partners will plan, unless otherwise directed, to develop multiple annual lobbying trips for City officials to advocate for issues of importance and staffing City Officials when they come to Sacramento for California Contract Cities Association or the League of California Cities' annual lobbying day. High Touch/High Engagement Regulatory/Legislative Approach Lucien Partners' approach to executing an ambitious agenda is to preemptively cultivate legislative champions, allies, and supporters and form coalitions with regional stakeholders, including COGS and informal alliances. An ongoing communication channel with a broad cross- section of crucial decision -makers on City -related interests is beneficial if feasible. In addition to the City's legislative delegation, Lucien Partners recommends continuously assessing the City's relationships with key legislators outside of the County. On behalf of the City, Lucien Partners will leverage its extensive relationships with the Chairs of the Legislative Committees that have jurisdiction over housing, local government, parks, and open space, and the budget committees and subcommittees. The City must exert influence outside its jurisdictional tines to run an effective advocacy program in Sacramento. Coalition Building Working in coalitions is one of the most essential activities that public agencies should consider to increase their effectiveness in California. Public sector agencies have different strengths than labor unions or business interests; however, maintaining a strong Rolodex of allies and demonstrating leadership through consistent, strategic, and timely communications with the Legislature can make a difference. Potential coalition partners may include allied public agencies, labor unions, environmental groups, business groups, ethnic business groups, civil rights organizations, and tribal nations. To the extent that the City has common ground or grievances with similar institutions, the City may consider taking a leadership role in collaborating to convene the legislative representatives of these agencies jointly. Lucien Partners recommends maintaining and building coalition partners to form a chorus on requests that have the potential to create jobs, improve quality of life, and advance important public policy goals for which there is substantial legislative interest. Lucien Partners has successfully assembled coalitions for statewide ballot measures and for numerous clients to overcome formidable political opposition. Messaging Alignment Lucien Partners asserts that the City should continuously identify the nexus between the prevailing conversations in the Legislature and City interests and develop campaigns to advance progress toward achieving the goals outlined in the Government Relations Plan. As legislative priorities shift, the City should be mindful of the intersections between shifted priorities and the City's short-, medium-, and long-term objectives. Aligning messaging with the prevailing political winds is not guaranteed to gain traction, but if the message achieves saturation, the probability of success increases exponentially. 171 Page Internal/External Communications - Continuous communication and updates to clients are the standard for most clients. Some clients prefer weekly calls, while others expect to be contacted when critical issues or opportunities are present. Lucien Partners can facilitate a level of contact that is constructive for the City without underwhelming or overwhelming city personnel. Additionally, Lucien Partners' key to success is understanding how to communicate with state officials and advising on the proper sequence and timing of communications. PROJECT SCHEDULE This project schedule is based upon the approach to the scope of work detailed above, assuming a September 2023 commencement of services. September 2023 • Initial Lucien Partners orientation, which may include but not be limited to: o Establishment of administrative/communications protocols and preferences o Formal review of Legislative Platform and determine the extent to which changes should be made; understanding city priorities. o Briefing on anticipated priorities for lawmakers and the Governor next year o City officials should consider whether they want to sponsor legislation or a state budget request. October 2023 • Lucien Partners will begin vetting policy priorities with key officials, confidantes, and stakeholders to analyze feasibility further. • Lucien Partners will also brief City officials on bills passed by the Legislature, signed by the Governor, or vetoed by the Governor and provide an analysis. • Lucien Partners will begin formal check-in with key League of C.A. Cities and Contract Cities Association contacts about their upcoming priorities. • Lucien Partners will present its recommendations for legislative engagement based upon an analysis of perceived opportunities available at state government. 18 1 Page November 2023 • Lucien Partners will formally set up meetings with key Legislators, committee chairs, key legislative staff, and other state officials to notify them of Lucien Partners' representation of the City. • Lucien Partners will reconcile the City's budget priorities, if any, with reports produced by the California Legislative Analyst's Office. December 2023 • Lucien Partners will commence meeting with electeds to pitch bill authorship or budget authorship. • To the extent the City is sponsoring legislation or a budget request, Lucien Partners will continue to develop/execute the agreed-upon strategy. January 2024 • The second year of the legislative session will commence. Deadline for bills introduced in the first year to pass the house of origin. • The Governor's budget will be introduced on or before January 11, 2024. Lucien Partners will provide a January 2024 budget overview for the City and reassess the viability of the City's budget request. • The introduction of the second session bills will commence. Lucien Partners will flag and analyze bills on an ongoing basis. • California Contract Cities Sacramento Tour to be held. Lucien Partners will set up a short lobby day to focus on the City's priorities. • To the extent the City is sponsoring legislation or a budget request, Lucien Partners will continue to develop/execute the agreed-upon strategy. February 2024 • Formal deadline for introducing bills: All bills flagged and analyzed will be discussed with the City. 191 Page • The City will formulate positions on measures and instruct Lucien Partners on proceeding. • To the extent the City is sponsoring legislation or a budget request, Lucien Partners will continue to develop/execute the agreed-upon strategy. March 2024 - April 2024 • Committee hearings will commence where bills are heard. • Budget hearings will commence where budget items are heard. • If the City sponsors legislation or takes positions on legislation or budget items, Lucien Partners will represent cities at these hearings and convey the City's interests. • To the extent the City is sponsoring legislation or a budget request, Lucien Partners will continue to develop/execute the agreed-upon strategy. May 2024 • May Revise is introduced by the Governor; Lucien Partners will analyze the proposed changes and provide recommendations relating to the viability of our priorities. • Policy committee hearings will cease. House of Origin deadline for bills to be passed to the other house. • To the extent the City is sponsoring legislation or a budget request, Lucien Partners will continue to develop/execute the agreed-upon strategy. June 2024 • Committee hearings will commence. The budget will be passed. Lucien Partners to develop an analysis and write-up of the budget. • Lucien Partners proposes to hold the City's lobby day in June. By this time, there will be new gut and amend bills, the budget will be passed, and it is an ideal time to reset priorities toward the remaining business. 201 Page • To the extent the City is sponsoring legislation or a budget request, Lucien Partners will continue to develop/execute the agreed-upon strategy. • After the budget is passed, if the City is successful, begin work toward implementation. If the City is not successful, begin work toward understanding if we, the City, can be included in the baby budget bill to be passed in August. July 2024 • Committee hearings will conclude • The Legislature will go on recess. • Begin meetings with the Governor's office regarding legislation we seek to pass or oppose. August 2024 • If the City completes its budget request in June, begin work toward implementation. If the City is not successful, begin work toward understanding if we, the City, can be included in the baby budget bill to be passed in August. • Complete any remaining work to pass or defeat legislation. • Begin writing letters to the Governor's office regarding legislation we seek to pass or oppose. September 2024 • Ensure letters to the Governor are completed and sent by the first Friday in September. October 2024 • Monitor Governor signatures and vetoes • Begin preparing for the next year, evaluating the City's priorities, goals, and relationships, and analyzing the advocacy landscape. 211 Page OVERALL PROJECT COSTS Lucien Partners proposes to offer a high level of service, similar to what has been provided to the clients mentioned above, for a monthly retainer of $7,500 plus travel reimbursement. PARTICIPATION REQUIRED FROM CITY STAFF Initially, Lucien Partners will seek to understand as much about the City's operations as possible to leverage these insights to convey the City's interests thoroughly. After adopting a Legislative Platform, Lucien Partners will use that document to guide activities throughout the legislative. However, formal positions on behalf of the City will only be taken on any measures with prior approval from the City's designated unit. On critical issues of significance to the City, Lucien Partners may advise the City Manager, Mayor, or a key council member to engage legislative representatives or key leadership staff if this is perceived to be an effective engagement strategy. If Lucien Partners makes this recommendation, background information, including bill/policy language, talking points, contextual information, political analysis, and a target call list will be provided. Lucien Partners will plan, unless told otherwise, to develop an annual lobbying trip for City officials to advocate for issues of importance. Lucien Partners also anticipates staffing City Officials when they come to Sacramento for the California Contract Cities Association and the League of California Cities' annual lobbying day. Suppose there are other statewide associations that the City of Rosemead counts itself a member of, and the City would like Lucien Partners staffing services. In that case, Lucien Partners can provide such services. EXISTENCE OF CONFLICTS WITH CITY OFFICIALS Lucien Partners does not anticipate conflicts with any existing Lucien Partners clients or city - appointed or elected officials and does not currently have any conflicts concerning City Officials. 221 Page Attachment E Proposal from Balance Public Relations & Strategic Solutions, Inc. PROPOSAL FOR STATE LOBBYIST AND ADVOCACY SERVICES RFP No. 2023-11 SUBMITTED TO CITY OF ROSEMEAD AUGUST 24, 2022 SUBMITTED BY BALACE PUBLIC RELATIONS AND STRATEGIC SOLUTIONS Table of Contents Cover letter Page 3 Exhibit A: Page 4 Proposal for Services Page 4 References Page 6 Rate Schedule Page 7 Resumes Page 8 Exhibit B - Insurance Requirements Page 11 August 24, 2023 City of Rosemead City Manager's Office 8838 E. Valley Blvd. Rosemead, CA 91770 Dear Mr. Kim, Balance Public Relations (BPR) is submitting qualifications to provide state lobbyist and advocacy services (RFP #2023-11). BPR is a full-service strategic consulting firm founded by me, former California Senate Majority Leader Dean Florez. I have over three decades of advocacy experience, including serving in both the California Assembly and State Senate. As CEO and founder of BPR, I work directly with legislators and have worked with municipalities and special districts throughout the state to secure funds. BPR has grown to include Vice President Bob Alvarez and Principal Chief Strategist Elaine Howie. Alvarez has three decades of service in the California State Capitol. He has been a chief of staff and a policy consultant and has worked in both the assembly and senate. Howie has nearly four decades of service in Sacramento and most recently served as the California State Auditor. A CPA and government financial manager by training, Howie has a mastery of grant compliance and expertise in funding sources for transportation, housing, and economic development sectors. BPR's relationships in Sacramento are high level. BPR has worked with cities such as Delano to secure a grant to remove trichloropropane contaminants from city water wells and have brought in money to design and construct a municipal aquatic center. BPR was also instrumental in relocating Delano's municipal airport, in coordination with the FAA. This particular task went through Congress and the White House. In addition, BPR assisted the City of Delano in refinancing a loan from the State Revolving Loan Fund, which represented a savings of close to $1 million. BPR is always looking for opportunities to increase a city's revenue and savings. With a team that has a deep understanding of the state budget process, fiscal impact, and grant writing, BPR's consulting services can assist the City of Rosemead to identify state and local trends, navigate challenging political environments, and develop and maintain networks of key contacts in state agencies that will help the city create the financial and economic conditions that will induce private investment. Sincerely, Dean Florez CEO, Balance Public Relations EXHIBIT A Proposal for Services Balance Public Relations (BPR) is led by former Senate Governmental Organization Chair and State Senator Dean Florez. Florez is supported by Bob Alvarez as Vice President of the firm, a veteran staff member of the State Senate and Assembly and by Elaine Howle, who most recently served as the California State Auditor. Florez, Alvarez, and Howle have over 100 years of combined state government experience in California. Florez and Alvarez have been involved in lobbying on behalf of municipalities and private sector clients. Before retiring from elected office, Florez served for a total of 12 years in the California State Legislature with two terms in the Assembly and then two terms in the Senate. Florez, who rose to the Senate Majority Leader position, also chaired numerous committees with jurisdiction over food and agriculture; water, parks, and wildlife; banking, commerce and international trade; and government oversight. Bob Alvarez has three decades of service in the state capitol. Most recently, Alvarez was the chief of staff to former Senator Cathleen Galgiani. Prior to that, he was a policy consultant for Senator Richard Roth, and he directed the Senate Majority Caucus under then -Pro Tem Darrell Steinberg. Alvarez also was Florez's chief of staff for six years and was a Deputy Director in the Assembly Caucus serving under numerous assembly speakers. BPR is unique in that it has relationships with legislators in both the assembly and senate and with regulators who have worked in the capitol and are now in agencies throughout the state. Florez's extensive relationships and prior government service provide BPR with an opportunity to approach legislators directly rather than having to work through a staff hierarchy in order to reach a decision maker, a situation that many other lobbying firms encounter. BPR has represented public and private entities, including lobbying and legislative advocacy on various levels of government. Raised in the small rural town of Shafter, California, and as a member of the legislature representing underserved towns that dot Central California, Florez understands the challenges local governments face in meeting the needs of their constituencies. Some of BPR's most recent municipal clients include: City of Delano: Helped the city secure a $5 million grant for thrichloropropane contaminant removal from three city water wells; helped secure $2.6 million from the California Land and Water Conservation Fund to design and build an aquatic center; coordinated with the FAA to relocate the municipal airport, secured refinance of state revolving loan. Total of $19.6 million brought to the City of Delano. City of Shafter: Helped to successfully close a private prison located in the City and recoup dollars from the State of California. The city was saddled with the cost of maintaining a long-term 99 -year lease even though Corrections had stopped sending inmates and functionally closed the facility. 4 Not only did the city lose the revenue from the facility's operation but was looking at spending at least $120,000 dollars per year to keep the facility in working order as it stood empty. After conducting an aggressive BPR led information and lobbying campaign, corrections relinquished the lease thus returning the $37 million dollar facility to the city of Shafter who was free to re - purposed it for job training and other educational opportunities. • City of San Bernardino: Consulting/lobbying: Worked on securing California Transformative Climate Communities (TCC) Program funds for development and infrastructure projects that achieve major environmental, health, and economic benefits in California's most disadvantaged communities on behalf of the City of San Bernardino. Related non-profit lobbying efforts that show the reach and lobbying success of BPR: In 2021, BPR was retained by Valley Vision, a non-profit community service provider to help secure state funding for the Listos grant program managed by the Office of Equity within the Executive Office of the Emergency Services. The grants offered through the program focused on providing accessible and culturally competent outreach and resources with assessment and criteria for allocating funds prioritized for geographic areas of the state with the greatest hazard risk and vulnerability. Balance encouraged and worked with state budget writers and the governors office that ultimately resulted in securing $25 million in the state budget to expand this important disaster preparedness outreach infrastructure and its activities. BPR's Approach To Representing the City of Rosemead's Interests in Sacramento: If awarded this contract for state legislative lobbyist and advocacy services, BPR will meet with key elected officials and staff in the City of Rosemead to determine the city's priorities, which issues are of interest, etc. From these initial meetings, BPR will create a lobbying strategy and timeline for the next legislative session given the political climate for the November 2024 election and the deadlines for the 2024 legislative calendar. BPR will provide in-person monthly updates, some of which will include written reports. BPR will attend any City Council meetings where it is deemed necessary to update council but plans to be present in person for at least one meeting per month for the City of Rosemead. There could be conference calls or virtual meetings for updates on specific bills, as they move through committees in between the twice monthly updates. With offices in Los Angeles and in Sacramento, BPR will be committed to providing in person political and legislative reports to the City that other firms that are only based in Sacramento may not be able to provide. BPR's lobbying strategy for the City of Rosemead will consider the problem or issue to be addressed, the fiscal impact of that problem/issue to the city, the timing of the lobbying effort, identifying supporters and allies (other cities and League of California Cities), the likely opposition to the bills that the City of Rosemead is advocating for, and an analysis of where the Governor's office is on any particular bill. BPR will determine which executive branch agency or office is responsible and what steps might be taken to gain or reinforce the City of Rosemead's position. BPR will also consider how any legislative bill or proposal could be impacted by the courts and also will address compliance. With the expertise of Elaine Howle, Principal Chief Strategist, BPR will make sure that the City of Rosemead has a plan to comply with any state funded program requirements and Senator Florez has a direct line with Governor Gavin Newsom and his administration personnel. BPR will provide regular updates to city staff who would be impacted by developments and factors that could affect legislation that the city wants passed or defeated. BPR will leverage its networks in the State Assembly and State Senate to the full extent that it can support the City of Rosemead's goals and priorities. References 1. Name: City of Delano Phone Number: 661-721-3303 Address: 1015 11th Avenue, Delano, CA 93215 Contract Award Date: 10/21/2015 Contract End Date: Ongoing, no specific end Contact Name/Title: Maribel Reyna, City Manager Description of Services Provided: BPR advised the City Manager and senior staff for a grant from the CA Drinking Water State Revolving Fund (DWSRF) for construction. This plant and the associated water lines needed to convey water produced by three separate wells to the plant site for treatment, was estimated at over $10 million. The City needed to secure grant funding for this TCP Mitigation Project by the Fall 2019, in order to award the installation before the end of 2019 and remain on schedule to meet compliance by July 2021. BPR worked with the City and was able to secure a grant of $10 million to cover all costs and restructured water long term debt with the State to produce additional general revenue funds for the City of Delano. In addition, the City of Delano was seeking park dollars from the state, and BPR was able to secure over $12 million park grant for the City. 2. Name: City of Shafter Phone Number: 661-746-5005 Address: 336 Pacific Avenue, Shafter, CA 93263 Contract Award Date: 05/15/2020 Contract End Date: 06/30/2021 Contact Name/Title: Gabriel Gonzalez, City Manager Description of Services Provided: BPR was retained by the City of Shafter in 2021 to re -purpose a modified community correctional facility the city owned and previously operated under contract with the CA Department of Corrections. The city was saddled with the cost of maintaining a long- term 99 -year lease even though Corrections had stopped sending inmates and functionally closed the facility. Not only did the city lose the revenue from the facility's operation but was looking at spending at least $120,000 per year to keep the facility in working order as it stood empty. After conducting an aggressive BPR led information and lobbying campaign, Corrections relinquished the lease, returning the $37 million facility to the City of Shafter, which planned to repurpose it for job training and other educational opportunities to further economic development. 3. Name: City of San Bernardino Phone Number: 909-384-5122 Address: 290 North D Street, San Bernardino, CA 92401 Contract Award Date: 12/15/2021 Contract End Date: 10/31/2022 Contact Name/Title: Robert Field, City Manager Description of Services Provided: BPR advised the City of San Bernardino on the California Transformative Climate Communities (TCC) Program funds for development and infrastructure projects that achieve major environmental, health, and economic benefits in California's most disadvantaged communities. TCC is one of many CA Climate Investments programs. Rate Schedule For lobbying services for the City of Rosemead, BPR proposes a fixed monthly retainer of $7,500. 7 Resumes DEAN FLOREZ 733 W. Washington Blvd. Pasadena, CA 91103 916.812.2249 1 dean@balancebor.com Harvard MBA with three plus decades of experience and public service in politics, policy, and government relationships. Served four terms in the California State Legislature as a Senator and Assembly member, rising to the rank of Senate Majority Leader. Dean is also a Member, of the California Air Resources Board. EDUCATION AND CREDENTIALS Harvard Business School MBA, 1993 University of California, Los Angeles Bachelor of Arts, Political Science, 1987 BUSINESS EXPERIENCE Balance Public Relations and Strategic Solutions, Inc., Los Angeles, California CEO/Founder, March 2014 - present Founded a regulatory strategy firm, specializing in information technology, impact driven startups, procurement processes and government policy. BPR's strategy is based on market and political assessments established through relationships at the local, state and federal level that have led to successful policy outcomes for its clients. Mr. Florez has industry -specific expertise in risk management and policy strategy for marketplace startups in the sharing, gig, on -demand, peer-to-peer and collaborative economy. REGULATORY EXPERIENCE California State Senate Senator, 16th District December 2002 — November 2010 State Senator, representing 16th Senate District. Served as Majority Leader from Dec. 2008 — Nov. 2010. Responsible for managing the daily business of the Senate Floor and the legislative agenda. Served as Chair of the following standing committees: Banking, Finance & International Trade; Governmental Organization; and Food and Agriculture. California State Assembly Assembly member, 30th Assembly District December 1998 — December 2002 State Assembly member, representing 30th Assembly District. Served as chair the Joint Legislative Audit Committee and held a series of unprecedented investigatory hearing into the state's contracting practices and activities. Recovered $95 million for the state through hearings into Oracle software contract. Authored bill to ban dangerous wooden bench seating on vans that transport farmworkers. BOB ALVAREZ 2612 Babson Drive, Elk Gave CA 95758 (916) 296-2907 Bob@balancebpr.com Education Bachelor of Arts Degree, UCLA, Psychology 1988 (Chancellor's Marshall) University of Washington School of Public Policy, Sloan Program Public Policy Institute, 1987 (Summer) California Senate Fellows Program, CSU Sacramento 1988/1989 Balance Public Relations (2020/current) Vice President responsible for implementing legislative, corporate and communication strategies for clients in the areas of education, technology, procurement, and local government. Brings institutional knowledge, research, political and legislative capabilities to client engagements to meet specific strategic goals. State Government Twenty-nine years of combined experience working in the State Senate and Assembly in various staff and management positions. Assembled and managed teams of employees in the Capitol and in district offices as well as set work objectives and goals. On the public policy front, researched and developed legislative proposals and organized hearings on numerous complex public policy issues to achieve specific policy goals. Developed and managed a wide variety of communication and press strategies to meet particular communication outcomes. State Capitol Experience Office of Senator Cathleen Galgiani, Chief of Staff 2016/2020. Office of Senator Richard Roth, Policy Consultant 2014/2016. Office of Senate President pro Tempore Darrell Steinberg, Senate Majority Caucus, Director 2010/2014. Office of Senator Dean Florez, Senate Majority Leader, Chief of Staff 2004/2010. California State Assembly, Speaker's Office of Member Services, Deputy Director 1996/2004, Member Consultant 1992/1994. Office of Assemblyman Peter Chacon, Hispanic Caucus, Director 1989/90. Senate Committee on Energy and Public Utilities, California Senate Fellows Program, Consultant 1988/89. Outreach Worked on and managed numerous state Assembly and Senate candidates and campaigns. This includes conducting and managing the day-to-day implementation of campaign work as well as developing strategies, writing mail, advising on mass media, implementing campaign plans and meeting objectives. Managed and conducted corporate outreach and community involvement programs for various private sector clients. Outreach/Political Experience Options Consulting Group, Partner 1995/1996 Cordoba Corporation, Los Angles, Business Outreach Specialist 1994/1995 Freelance, Campaign Manager/Worker 1990/92 Elaine M. Howle, CPA Elaine M. Howle dedicated her entire career to public service with more than 38 years of auditing, management, and leadership experience with the California State Auditor's Office and its predecessor office, the Office of the Auditor General. Elaine made an unparalleled impact on California government while serving as the California State Auditor for the last 21 years. Under her leadership, the California State Auditor's Office grew from a steadfast financial and compliance watchdog into a robust government accountability and policy powerhouse that has been recognized both nationally and internationally. Throughout her tenure Elaine challenged her staff to develop innovative auditing methods and encouraged staff in various units to lean into their specialties and subject matter expertise to strengthen the office's work products. She also navigated the office through incredible advancements in technology and automated key services that improved office efficiency and increased public accessibility. Employment History 2022 — Present BALANCE PUBLIC RELATIONS Principal Chief Strategist 1993-2021 CALIFORNIA STATE AUDITOR'S OFFICE State Auditor 2000-2021 Deputy State Auditor 1999-2000 Audit Principal 1994-1999 Supervising Auditor 1993-1994 1992-1993 EMPLOYMENT DEVELOPMENT DEPARTMENT Audit Division: Supervising State Financial Examiner II Evaluation Division: Staff Services Manager 1 1983-1992 OFFICE OF THE AUDITOR GENERAL Supervising Auditor 1988-1992 Associate Auditor 1986-1988 Assistant Auditor 1983-1986 Professional Certifications and Education Certified Public Accountant, 1994 Certified Government Financial Manager, 1996 MBA, California State University, Sacramento, 1982 BS, University of Massachusetts, Amherst, 1979 10 EXHIBIT B - INSURANCE DOCUMENTS ac orz6 CERTIFICATE OF IJABIUTY INSURANCE TIM CMFNWAM E MWO AS A W AMR OF RFOIMATWM *MY ND OOIFEW NO KEBAB UPOM THE CM102METE 11OEOER- TTM CeTITFWAM OOEB MOT AFFBTIMTF/BY OR ME" IWKY ASOM W OR ALTIM TW COVENAGM AFFORDED BY TME FORT Ilf 8MML TIM C6[TFTCATE OF BMSA 00t3 90T COI6IIIIRE A COMIRACT EFrWEEN THE NKE MAl WRW AUWN== 09POWW 1TATM OR FlDDUCM AND THE M F"TE HOWER. OrORTAMT: E 00t010rf1 Ftii1116 .*MMW1M1 B ,a!ARfUmf mmd A0w AOORg1111L801111® FEoYRiws w M"Mf1IYi. M EM WGAMN E WNYEq VoWd M f1I IM111f Md twole" M M 23- 1 601010 poldw mW Tf an A dt1F11M111 a BtA tllMt811 Mw ONswifAr d0ft leM o0Mdl / holier M on of 4mdgm9wmfA4_ wwMitr ix o t -s 43.-WwdRi[latr AMpitt>..c _ T11re l - ages" LB Isms (vlC) MRS A�bi Tr00 _. _. 7—Fwl 92f -701 -girl AR _. I lEc.111I---- - sTso 1. R.I. Alas. Aitw 72= Ass>�er.I•� ---- ORu66q.w�c�mra _ MocF Tlammi, CA I37" 01 A. 79=234" 0" m W OF All _ _ _ _ IWW sll O POW Gf M OF DOWN ]lilt AALA00 A=Oilt fEldt i itEwt�Rc fpl�.. IAt. -- — __ YIASt: 11A=234" lis i im>T OD O/ A4A ]11H if" 00011116: 104!0X. q I23il lowmal h':ID::[+.1::111 �:L• Z::4 •]l +_Y1t;a W1119r110< 1 OCJO MI..Wp f i MAIM► i phyw �Wwas___ ea plgwr.e If 5.00" _ EL W NKYOMR *"*lM ,ACO CORFORATWK AOrWft I1"M=i& Ata1D2590T01O► TBf AO MR and IWE ooEMMNAtR4dACOPD 0M0rc0re-rare* SM2017 11 M 01 00 INE Asm mcl® FO010E1 fECAQIIM AlFOR[ M=ifIYQ A OOI40R� 11E �=w MTC TKROF. 110110[ TRE ME 011Mfe ■ AODM W 01� wIR 1101 IOOA:�/ FAOI"pIR. A111oltseFMMti1"Aw= & -a.4-- *"*lM ,ACO CORFORATWK AOrWft I1"M=i& Ata1D2590T01O► TBf AO MR and IWE ooEMMNAtR4dACOPD 0M0rc0re-rare* SM2017 11 aC ad CERTIFICATE OF LIABILITY INSURANCE 3Dn" 02' THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS C.11FN:ATE 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 NSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER. AND THE CERTIFICATE HOLDER. IMPORTANT: N the caLNficata holder is an ADDITIONAL INSURED, the policy(les) must Be endamed. N SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsemem. A statement on thio eerUfiub does not confer rights to the certificate holder in lieu of such andoreamont(s). PROWLER AnthonyWZ'Be= Sacco & Sacco Ins Brokerage LLC 101 Parkshore Drive, Suite 260 Folsom CA 95630 PNceE 916-932-2320 Fiuc ere: 916932-2321 Ea/Aa -ase saaoins.com MSU 8 AFFORONG COVEaAOE I NYC/ WINXI It A: Trumbull Ins rance Company 27120 MSURED-� Balance Public Relations & MLMER B: Strategic Solutions, Inc. MSURER c' MSURER D: 498 Oleander Avenue Shafter CA 93263 wwRER E: MAMFA F: CLtal4-MI➢E ❑ OCCUR COVERAGES CERTIFICATE NUMBER: 207679964 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT. TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHM:H THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN. THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONOrnONS OF SUCH POLICIES. LIMBS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. Mm rYPEa MSURYILEW Evidence of Insurance eve, Pd1CYxwBER roUCYEFF NoucY E]IPBMII lime CeWOILLLLGEIIFRLL WBMY EACR OCcIIRRENLE E5 f CLtal4-MI➢E ❑ OCCUR MERE MED E%P av paean) S PEReo &Iu YMMRY S GENL AGGREGATE wnAPPUES PER GENERAL AGGREGATE f POLICYCAM Loc PR M-WMPq AGG f s OTHER AU0100B4E LIABYRY 0:�41EDSNGUEUMIT S ANYAUTO aWLY tlaIWtT (Papenanl S ALLOIYNED SCHIEDe AUTOS AUTOS m aOgLY WN1RY (Peraw4M) e PROPERTY DAMAGE IS MIRED AUTOS NCWpMIED AUTce S UIes"SUAIIAs OCLUn EpLH GCLURRENCE f AGGREGATE S EXGEMUMI cLYMGAMDE DEO I I RETENTIONS S p W,MNERSCOIOEN9ATXM AMD EIIPIgYFAS LIABLRY YIN S)W/EC ABeRB AO2® y)/fpEt )(PER O GTA R EL. EALN PLLIDEM St.WJ.000 aRQFF-1 === XIB EL gSE.VSE-FA EM%. S1.0.U.DW 1lry1IyynwweWyxI E.L DISE/SE-POl1LY Jun s10WOW psSCRIPTION OPERAlrONe Etlw1 MO FOPBincNM6/LOCATWNBIVEMClfB (A<ORO t%. AXaaaW bnvb BM,eGNe,mM NMkdxd YnbeepankreeiaYl Evidence Evidence of Insurance CERTIFICATE HOLDER CANCELLATION ®19884014 ACORD CORPORATION. All rights reserved. ACORD 25 (2014101) The ACORD name and logo are registered marks of ACORD 12 SHOULD ANY OF THEABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE Wel BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. Evidence of Insurance AUmOR ED REvemnATNE 14, ®19884014 ACORD CORPORATION. All rights reserved. ACORD 25 (2014101) The ACORD name and logo are registered marks of ACORD 12 GEICO. Commeraa/Audv '®❑ Berkshire Hathaway HOMESTATE COMPANIES 1314 Douglas Street - Omaha, NE 68102 Policy Summary BALANCE PUBLIC RELATIONS 8 STRATEGIC SOLUTIONS, Policy Term: 01131202312:01 AM to 0113112 02 4 12:01 AM DBA; INC, PdA.y Number: 01APG08819745 498 OLEANDER AVE Business Desrip0on: BUSINESS CONSULTANT SHAFTER, CA 93253 Below Inlomu88on Includes dry chan}rys to your policy that have been processed as of 8/2212023 1:07:28PM Covers" lrAwmetion Serra Limit Liablity- Bock Injury (BI) & Prop" Damage (PD) $7,000,000 Combined Singe Limit Liab0ity applies to scheduled autos only. Uninsured MoVlrist - Bodiy Injury (BI) $1,000,000 Combined Singe Lima Physical Damage See Vehicle IMomation. Only covered IF a wee and deductible are fisted. Physical Damage (TIV) $109,000 Drivers Name Date of BAN DEAN R. FLOREZ 04/05/1963 ROBERTALVAREZ 10/1311964 Vehicle Im1INme0on 1. 2017 TESLA MODELS Radius: 50 rates VIN: 5YJSA1E27HF224255 Garaging City, Stale: PASADENA CA Physical Damage Stated Value: $50,000 Garaging Zip Cade: 91103 Comprehemslve Deductible: $1.000 Collision Deductible: $1,000 2 2022TESLA MODEL VIN: 5YJ3E1ESONF334455 Physical Damage Stated Value: $59,000 Comprehensive Deductible: $1,000 Loss Payee: TESLAFINANCELLC PO BOX 4387 PORTLAND, OR 97208 M4007(012ae9) Radius: 500 miles Garaging City, State: ELK GROVE, CA Garaging Tip Code: 95758 Colman Deductible: $1,000 Additional Invited Neo Owner. DEAN FLOREZ ROBERTALVAREZ 498 OLEANDERAVE SHAFTER. CA 93263 (Continued on next page) Pa8.1 ot2 13 kdamsted TMrd Pelves AAABional bmureda UNNERSITYOF SOUTHERN CALIFORNIA METROPOLITAN WATER DISTRICT OF SOUTHERN CALIFORNIA Cef m.0 Holders UNIVERSITYOF SOUTHERN CALIFORNIA TESLA FINANCE LLC CITY OF SAN BERNARDINO VANIR TOWER ORANGE COUNTY POWER AUTHORITY METROPOLITAN WATER DISTRICT OF SOUTHERN CALIFORNIA WSIVOM of Subrogation METROPOLITAN WATER DISTRICT OF SOUTHERN CALIFORNIA 3434 S GRAND AVE CAL 120-08 PO BOX 54153 3434 S GRANDAVE CAL 12840 PO BOX 4337 290 NORTH D STREET 6650 BEACH BLVD PO BOX 54153 PO BOX 54153 LOSANGELES, CA 90089 LOS ANGELES, CA 90054 LOS ANGELES, CA 9008.9 PORTLAND, OR 97208 SAN BERNARDINO. CA 92401 BUENA PARK, CA 90621 LOS ANGELES, CA 90054 LOS ANGELES, CA 90054 Page 2 of 14