CC - Item 5E - Federal Legislative Advocacy Services - David Turch & AssociatesROSEMEAD CITY COUNCIL
STAFF REPORT
TO: THE HONORABLE MAYOR AND ITY COUNCIL
FROM: BEN KIM, CITY MANAGER
DATE: SEPTEMBER 10, 2024
SUBJECT: FEDERAL LEGISLATIVE ADVOCACY SERVICES — DAVID TURCH &
ASSOCIATES
SUMMARY
On September 24, 2019, the City of Rosemead ("City") approved a Professional Services
Agreement ("Agreement") with David Turch & Associates ("DT&A") for federal legislative
advocacy services for a three-year period, approving two additional one-year renewals. The
agreement is set to expire September 24, 2024. Retaining the firm would continue to help the
City identify, pursue, and protect essential federal program funding, and provide grant services,
including working with the City to submit successful federal grant applications. DT&A provides
comprehensive strategic planning, federal grant opportunities, legislative goal setting,
intergovernmental liaison and political analyses. DT&A would also work to support or oppose
legislation, regulations, and policy that would either benefit or harm the City or its residents and
foster or enhance relationships with members of Congress and Executive Agency officials.
DISCUSSION
DT&A was founded in 1987 and is a successful and respected federal advocacy firm located in
Washington DC. DT&A has been providing the City of Rosemead with federal legislative
advocacy services since 2017. During the past five years, they have assisted the City with the
following funding opportunities:
• Garvey Community Center Renovation Project
• City of Rosemead's Veterans Incubator Program
• Installation of sidewalks for a Safer Route to Encinita Elementary School
Retaining DT&A's services would ensure that ongoing efforts are not disrupted and Rosemead's
advocacy of several important legislative matters that affect our community are heeded and
weighted in the legislation process. DT&A will continue to help the City identify, pursue, and
protect essential federal funding for City programs and services, supporting the 2030 strategic
plan.
AGENDA ITEM 5.E
City Council Meeting
September 10, 2024
Page 2 of 2
STAFF RECOMMENDATION
It is recommended that the City Council approve, authorize, and direct the City Manager to enter
into a three-year agreement with two, 1 -year options with David Turch & Associates for federal
legislative advocacy services, in an amount not -to -exceed $66,000 annually.
FISCAL IMPACT
The fees for David Turch & Associates services would be billed on a monthly retainer of $5,500,
for a total annual cost of $66,000, and include all consultant travel expenses. The FY 2024-25
budget will be amended at midyear to account for the $12,000 increase from the previous
agreement.
STRATEGIC PLAN IMPACT
Retention of DT&A's services is consistent with Rosemead's 2030 Strategic Plan goals as
follows:
• Goal A: Safety — improve quality of life.
• Goal B: Responsive, Inclusive City — provide quality services that are inclusive and
responsive to meet the changing needs of our diverse community.
• Goal C: Infrastructure and Facilities — renovate and enhance public infrastructure and
facilities.
• Goal D: Parks and Programs — expand existing green space and parks.
• Goal F: Finance — explore cost saving opportunities through the development of
alternative funding sources.
PUBLIC NOTICE PROCESS
This item has been noticed through the regular agenda notification process.
Prepared by:
AWWWAdcv Merevto-
Amanda Moreno, Senior Management Analyst
Submitted by:
chard o' istant City Manager
Attachment A: Proposal for Services (2024)
Attachment B: Professional Services Agreement
Attachment A
Proposal for Services
PROPOSAL TO PROVIDE
FEDERAL ADVOCACY SERVICES
FOR
CITY OF ROSEMEAD
CALIFORNIA
SUBMITTED BY:
David Jurch and associates
JULY 309 2024
1T. avid Jurch and Associates
TABLE OF CONTENTS
SECTION
Cover Letter
Introduction and Approach
Scope of Services
Firm Successes
David Turch and Associates Team
PAGE
10
Cost Proposal 12
SECTION 1 TRANSMITTAL LETTER
David Jurch and �..Associatcs
July 30, 2024
Richard A. Rojas, Jr., Assistant City Manager
8838 East Valley Boulevard
Rosemead, California 91770
Dear Mr. Rojas:
David Turch and Associates proposes to continue our federal advocacy services for the City of
Rosemead. We want to continue to promote the City's legislative, regulatory and funding priorities
at the federal level.
Our teamwork has resulted in substantial wins for Rosemead. After extensive work with City
officials and congressional offices on the FY24 Community Project Funding (earmark) requests,
Representative Judy Chu secured $800,000 for the Garvey Park Improvement Proiect. In the
current FY25 budget round, the City has secured an earmark in the amount of $850,000 for the
Garvey Avenue Community Center Project, once again from Representative Chu. In addition,
while the Senate Appropriations Committee has yet to announce funding for projects in the FY25
Financial Services and General Government Appropriations Act, ongoing discussions with the
offices of Senators Alex Padilla and Laphonza Butler indicate that the City may be in line to get a
$500,000 earmark for the Veterans Incubator project.
Our success is based on hard work and experience. We understand the institutions, the people and
the processes of our federal system. Members of our firm have a thorough knowledge of the
federal government, arising from their previous service in the House, Senate and Executive
Branch. We have close working relationships with many Members of Congress on both sides of
the aisle and with agencies across the federal spectrum of interest to you. Consequently, our work
is relatively unaffected by changes in congressional leadership. We are respected for our integrity
and work ethic in representing our clients.
David Turch and Associates is an experienced federal government relations firm with a proven
track record of success. We look forward to continuing to provide Rosemead with the excellent
representation in Washington you deserve.
Sincerely,
David N. M. Turch
517 2nd STREET, NORTHEAST, WASHINGTON, D.C. 20002 (202) 543-3744
INTRODUCTION AND APPROACH
David Turch and Associates was founded by Mr. Turch in 1987 and has operated continuously
without interruption for the past 37 years. The firm is a sole -proprietorship. We comply with all
Federal lobbying reporting requirements.
We work with cities in California, Montana and Minnesota. We represent municipalities, water
agencies, transit agencies, planning organizations, airports, economic development agencies, joint
powers authorities (JPAs), and counties. We also work for private corporations and non -profits.
David Turch and Associates has the right people to achieve your objectives. We have the
institutional knowledge to expertly navigate Congress and the Executive Branch. We pride
ourselves on working year-round for our clients and are accessible through many means of
communication. Our whole advocacy team is dedicated to your success. Jamie Jones will continue
to serve as the City's primary point of contact. Kevin Bosch will assist with legislative and
regulatory research and grant announcements.
We work in sync with you as a team to achieve your federal priorities. Jamie Jones will oversee
the day-to-day management of the account. David Turch will be available to provide strategic
guidance and support. Kevin Bosch will provide daily review of grant opportunities, congressional
and agency actions and be available to research any questions you may have on legislative,
regulatory and funding matters. In short, all members of the firm will be expected to advance the
City's federal priorities.
As you know from our current working relationship, we maintain close ties with our clients. We
make frequent visits to your area. We listen. We work hard to understand your current and future
needs and plans. We appreciate the role everyone plays in this team effort. We will to continue to
work with you to review and update the City's short- and long-term priorities. We will identify
specific appropriations and grant funding opportunities to meet your agenda. In collaboration with
you, we will plan how best to position Rosemead's project funding requests in the upcoming
Community Project Funding (earmark) process. Following these planning discussions, we will
contact your congressional delegation, relevant House and Senate committees, and federal
agencies on your updated policy goals and project list. We will work with you to plan City
advocacy visits to Washington, DC. These trips can be timed to overlap with City related
conferences in our nation's capital.
One of the most effective ways to promote the City's priorities is by leveraging Rosemead's
elected officials in Washington, DC. We will encourage the City to continue to send a group of
officials to meet with congressional representatives and relevant House/Senate committees and
federal agencies in the winter or spring of each calendar year. If Council members are unable to
come to Washington, DC as part of a City delegation, we will piggy -back on any non -City related
trips Council members may take to our nation's capital. Your involvement in the federal advocacy
process and engagement in public policy deliberations are integral to successfully advancing the
City's priorities.
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SCOPE OF SERVICES
Congressional Timeline -- January through mid-April is the time when City officials across the
country frequently come to Washington, DC for the annual meetings of the U.S. Conference of
Mayors, the National League of Cities, the American Public Transit Association and other
organizations that deal with public sector issues. If Rosemead officials are in town for these
activities, we will encourage you to also participate in Capitol Hill and agency meetings specific
to your interests. We will organize these meetings around your planned itinerary. This will give us
the opportunity to further promote the City's federal agenda.
During March, April and May, appropriations committees hold their most important hearings on
the President's budget proposal. These hearings offer an excellent opportunity to deliver your
message. We can arrange for you to testify at a hearing as well as help to draft your statement.
From about April through September, we regularly meet with Members, senior committee
professional staff and executive branch officials to monitor the progress of funding priorities, grant
applications and other City interests. Appropriations bills are frequently passed on very short
notice. An entire year's hard work can be lost overnight. Additional visits, phone calls and letters
to congressional offices may be required to ensure the City's interests are protected. The identities
and agendas of the decision -makers may not be apparent to outsiders. We know how to close the
deal.
How We Serve as Your Congressional/Federal Liaison -- One important part of congressional
liaison work is simply to be there. We are. We talk with Members and their staffs and understand
the latest developments. David Turch and Associates' physical location in a historic district
adjacent to the Senate office buildings on Capitol Hill helps. Promoting your program and interests
to the Congress and federal agencies is best done by keeping it simple. We help develop material
and messages that can be encapsulated in one page — or less. The detail, when required, will be
attached but the message or request needs to be clear and concise. The follow-up is crucial.
Reminders are constantly made with key congressional offices and federal agencies. We keep you
informed of progress and problems. Besides monitoring federal budgetary issues for Rosemead,
we will also track legislative bills that may have a positive or negative affect on the City. When
appropriate, we will work in sync with national organizations like the US Conference of Mayors
and the National League of Cities (NLC) to advance your priorities.
Federal Funding Opportunities and Council Federal Workshop -- We will continue to match
the City's priorities with current federal funding programs. We have one of the most sophisticated
grant tracking programs in Washington. We systematically search for funding programs that will
meet your needs. We flag all relevant funding opportunities and guide you through the application
process. We work with you to implement our strategy to win political support and pursue funding
for your various priorities. And, of course, we work with your congressional delegation to leverage
their support for your federal funding requests as well as advise them of your legislative/regulatory
interests and concerns.
As part of our effort to strengthen the City's federal agenda, we recommend holding a federal
workshop for the Council at a time of your convenience. We have found that these workshops act
as a constructive way to get Council input and direction on the City's federal priorities and
interests. We will provide an overview of the federal budget process, explore different City
l:
priorities and federal funding opportunities, including the restoration of community project
funding (earmarks) and recalibrate, if necessary, the City's federal agenda.
Reporting -- We place great emphasis on communication. This is done through personal updates
and frequent visits to Rosemead. We will communicate with the City extensively and regularly
expect to hear from you. This gives the City immediate information and provides you with the
ability to ask detailed questions and provide specific direction. Such personal service fosters
improved relations and provided a forum for more detailed examination of your federal issues.
This clear understanding of the City's direction is most useful during the legislative session when
we arrange meetings and the opportunity for you to testify before the federal government. Your
issues are important -- they deserve proper acknowledgment and action.
We currently have bi-weekly video calls with some clients to provide updates. We use any format
our clients want for communication: calls, texts, email, reports and in-person meetings here in DC
or in Rosemead. Our communications with the City will be personalized to fit your needs and
desires.
Collaborating With National Associations/Organizations -- -- To further enhance the City of
Rosemead's presence in Washington, we belong to, or actively participate in, a number of
organizations which include:
• League of California Cities
• California State Association of Counties
• Washington Area Transit Industry Representatives
• The U.S. Conference of Mayors
• The National League of Cities
• The National Association of Counties
• The National Association of Housing and Redevelopment Officials
• Women in Government Relations
When appropriate, we coordinate and cooperate with organizations and associations, public and
private sector entities to advance common legislative objectives. Moreover, by leveraging
nationally based organizations representing public sector interests, particularly during
policy/programmatic campaigns targeting Congress and the administration, we can more
effectively advance the City's interests.
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FIRM SUCCESSES
City of Santee, California
The City of Santee secured $9,500,000 in Community Project Funding (earmarks) for their SR -52
Congestion Improvement Project. This project will add a 4.2 -mile westbound auxiliary and truck
climbing lane from Mast Boulevard to Santo Road and will reduce peak hour travel time by up to
33% and improve traffic flow. SR -52 is a regionally significant, east -west highway connecting
residents in suburban and rural areas of east San Diego County to employment centers. The route
is a major corridor for freight and vehicle traffic coming from the U.S.-Mexico border via State
Route 125.
City of Montclair, California
The City of Montclair secured $800,000 in the FY23 Consolidated Appropriations Act to purchase
body -worn cameras and related data server systems to be used by police officers during contact
with residents and visitors to the Montclair community.
The City of Montclair secured $2,000,000 in the FY22 Consolidated Appropriations Act for
improvements to their Saratoga Park. Funding was used to update a heavily used community
recreation facility and to provide needed infrastructure improvements to the baseball field and
associated facilities at Saratoga Park. The project addressed existing ADA compliance needs,
retrofitted and refurbished the existing community recreation facility, and modernized and
improved the existing baseball facilities.
West Valley Water District, California
Secured $2,000,000 for WVWD's Bloomington Alleyway Pipeline Project in the FY22
Consolidated Appropriations Act. Funding is administered by the USEPA under the State and
Tribal Assistance Grant (STAG) program. WV WD is phasing in new water pipelines, smart water
meters and hydrants for residents in Bloomington, an unincorporated area designated as a
disadvantaged community by the California Public Utilities Commission. The area is largely
defined by widespread poverty, high unemployment, and air and groundwater pollution.
Completion of this project will help the District continue to provide safe, reliable and affordable
supply of drinking water to Bloomington ratepayers,
IEWORKS -- We worked on securing congressional and Department of Education support for a
joint application spearheaded by Jewish Vocational Service (JVS)/BAYWORK and West Valley
Water District, among other partners in the Inland Empire, which was funded by the US
Department of Education through the FY 2020 Education Stabilization Fund: Reimagine
Workforce Preparation (ESF-RWP) Grants Program. The California Department of Employment
Development was the lead applicant. The award, which was announced in October 2020, was for
$14,440,118 to be allocated among five projects, including the JVS/BAWORK Inland Empire
initiative.
The San Bernardino County Workforce Development Board, the Los Angeles Black Worker
Center, San Bernardino Valley College (SBVC), San Bernardino City Unified School District's
Career Technical Education (CTE) program, West Valley Water District, and other local water
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and wastewater agencies and their labor partners comprise this partnership. This program
replicates the successful model of regional outreach, training, internships, and support pioneered
through BAYWORK, a water utilities consortium in the San Francisco Bay Area. The Inland
Empire partnership creates a talent pipeline to meet industry needs by recruiting college students
and co -enrolled high school students in San Bernardino Valley College's Water Technology
Program, increasing access to apprenticeship training, and preparing students for entry-level jobs
in essential water and adjacent fields. Grant funds support partner -led coordination, recruitment,
and classroom training efforts; create internships; leverage local union and community college
support to develop a regional apprenticeship program; and fund employer-provided on-the-job
experience to ultimately connect vulnerable job seekers to high-quality jobs.
EPA WIFIA — We worked with WVWD Board members and staff, Corolla consultants, in
releasing a Letter of Interest to the US Environmental Protection Agency to participate in the Water
Infrastructure Finance and Innovation Act (WIFIA) loan program to help fund the expansion of
the Oliver P. Roemer Water Filtration Facility Project. We secured support letters from Senators
Dianne Feinstein, Kamala Harris and Representatives Pete Aguilar and Norma Torres. In pursuing
a WIFIA loan, we organized meeting with EPA in 2018 and 2019 for WVWD Board members and
staff to discuss the program parameters. In January 2021, the EPA invited WVWD to submit a
WIFIA loan application for up to $25 million.
$300,000 WaterSMART Grant—In 2018, WVWD was interested in modifying a 2015 $300,000
Bureau of Reclamation WaterSMART grant from a purely turf replacement project to an irrigation
installment project. We raised the issue with BOR headquarters in Washington, DC and with the
agency's Temecula Office. We scheduled follow up conference calls with BOR Temecula
officials and secured approval for WVWD to modify the grant.
City of Chino, California
Chino secured $2,000,000 in the FY23 Consolidated Appropriations Act for its new treatment
plant for groundwater wells 4 and 6. The project entails a new 2 million gallon per day (MGD)
groundwater treatment facility to address water supply needs from wells 4 and 6. Currently, the
wells are inactive due to water quality contamination. Chino Basin historically has been a center
of agricultural and manufacturing activities that have contributed significantly to the
contamination of the basin as a whole. The City has experienced nitrate, TCP -123 and other
contaminations at other well sites and is constructing treatment plants to address these issues.
We worked with the City of Chino in 2019/2020 in securing a Bureau of Reclamation Drought
Resiliency grant in the amount of $750,000 for Chino Well 14 On-site Wellhead Treatment. We
worked with Bureau officials in Washington, DC, their regional office in Colorado, and their local
office in Temecula in securing the grant. The City will construct an on-site wellhead treatment
facility to bring a well back into service that had been retired due to groundwater contaminants.
The project will provide 3,705 acre-feet per year of treated water to the local potable supply.
Almost half of the City's supply is provided by groundwater and this project will support the City
in increasing the reliability of its local supplies. The City submitted a previous application for the
project in 2018/2019. We scheduled a debrief with the Bureau in 2019 which was critical in
identifying the parts of the application that needed to be modified and strengthened.
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ICI System, California
The Interagency Communications Interoperability (ICI) System Joint Powers Authority, a public
safety communications network that serves more than 60 municipal Fire and Police agencies and
their more than 25 Regional 9-1-1 emergency Dispatch Centers as a primary Land Mobile Radio
(LMR) System in Los Angeles County. Most recently, we worked with the ICI System Board of
Directors in securing $2,500,000 in congressional funding to update their communications system.
In addition, we have coordinated with ICI member agencies in our outreach to the Federal
Communications Commission and Congress to overturn a provision in public law that mandated
the FCC to reallocate and auction public safety T -Band (470-512 MHz) — spectrum used for
mission critical voice communications in some of the largest metropolitan areas in the country,
including Los Angeles, New York, Boston, Chicago, and Philadelphia. We worked to gain
congressional legislative support in both chambers of Congress, worked closely with the chairmen
and ranking members of the House Energy and Commerce Committee, the Senate Commerce,
Science and Transportation Committee and congressional leaders from both sides of the aisle to
secure the adoption of our provision in a pandemic relief package enacted into law in December
2020. This legislative provision saved our client and its member agencies more than $300 million
and preserved T -Band as the backbone of their interoperable public safety radio system.
City of Imperial, California
The City of Imperial secured $1,200,000 in the FY 23 Consolidated Appropriations Act for their
Imperial Community Kitchen Incubator Project, which will provide micro -business owners the
opportunity to test their products on the market while learning valuable finance skills to sustain
their businesses. The City wants to create five to eight successful community incubators within
the community; thus creating twenty-five to forty permanentjobs. This project will serve the local
population of 20,263 residents.
Ontario International Airport, California
When "earmarks" were forbidden, we were successful in amending a federal statute to allow a
transfer of up to $70 million between Ontario International Airport and LAX (Los Angeles
International Airport) as part of a campaign to return ownership of Ontario International Airport
to the City of Ontario, California. Over a period of ten months, we secured the introduction of
stand-alone, companion bills in each chamber of Congress, overcame earmark concerns, ensured
our legislative text was part of the House and Senate respective FAA reauthorization measures
and, as a fallback plan, inserted our provision in the Senate Transportation -HUD Appropriations
bill. Enactment of our legislative fix amending the statute governing Passenger Facility Charges
(PFC) authorized the transfer of funds between Ontario International Airport and LAX — a
legislative fix that only applied to these two airports. While the adopted amendment language
appeared to be the very definition of an earmark -- we still won.
DAVID TURCH AND ASSOCIATES TEAM
David Turch
David Torch served more than fifteen years as a legislative aide with Members of both the U.S.
House and Senate and both major political parties. After a career on Capitol Hill, he became a
division director for two of the nation's largest public relations firms. There, David achieved
substantial expertise in the development of successful government marketing strategies. In August
of 1987 he founded David Turch and Associates at its present location on Capitol Hill. David was
graduated from Saint John's University with majors in economics and business administration.
David Turch will oversee the contract administration.
Jamie Jones
Jamie Jones has been with David Turch and Associates for the past 24 years focusing on meeting
our clients' interests in public safety, transportation, aviation, economic development, defense,
environment, and water related matters. Jamie has extensive experience working with
municipalities, particularly in California.
Prior to joining the firm, Jamie worked for twelve years in the U.S. House of Representatives. As
a senior level staffer for a member from the Los Angeles County Congressional Delegation, Jamie
managed the legislative operations of the office and worked closely with both the Republican and
Democratic leaderships of the House. Jamie previously worked as a consultant/advance
representative on a congressional campaign in New York City. He also was a senior associate for
a New York -based financial institution. Jamie holds an advanced degree in International Affairs
from The American University.
Kevin Bosch
Kevin Bosch has worked for David Turch and Associates since 1993. He currently manages the
research operations for the firm. In this capacity, he tracks and analyzes legislative and regulatory
actions of the federal government. Additionally, Mr. Bosch analyzes and monitors the grant
process and opportunities within the executive branch, including the interplay of the Congress and
executive branch in spending decisions. Kevin also assists in servicing all the clients. His decades
of experience studying the intricacies of our federal system is unparalleled. He is a tried-and-true
problem solver. Mr. Bosch received his Master of Arts degree in Comparative Politics from the
American University in Washington D.C. He holds a Bachelor of Arts degree in Political Science
from Calvin College in Grand Rapids, Michigan. Kevin will work closely with Jamie Jones to
achieve Beaumont's objectives.
Marilyn Campbell
Marilyn Campbell is our chief operating officer and has been with the firm since 1990. A native
Washingtonian, Marilyn brings extensive management and political experience including staff
service on the House Rules Committee, the most powerful committee in Congress. Ms. Campbell
also served as a staff member to the Senate Committee on Energy and Natural Resources and the
Senate Committee on the Judiciary. Subsequently, Marilyn managed some of Washington's top
law firms and the Washington office of Ferranti International of the United Kingdom, at the time
one of the world's leading defense contractors.
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Col. Vic Tambone (USAF Ret.)
Mr. Tambone served the country as an Air Force officer for twenty-four years, rising to the rank
of colonel. In addition to being a pilot, staff officer, and commander, he served with distinction in
the Office of Legislative Liaison for the Secretary of the Air Force. Tambone also served as a
program manager for aircraft acquisition, an Advance Agent for Presidential Flight Support, and
the military aide to Secretary Henry Kissinger. President Bush appointed Mr. Tambone as the first
Chief of Staff, Science and Technology Directorate, U.S. Department of Homeland Security,
where he served as special advisor to the members of the Under Secretary's immediate staff and
also as a liaison to other components of the Department, the Administration, and the US Congress.
Victor Tambone attended the Virginia Military Institute and graduated from the United States Air
Force Academy. He earned a Bachelor of Science degree in aeronautic engineering and a minor in
astronautic engineering. He also holds an advanced degree in international politics from Webster
University and is a graduate of the Harvard University Kennedy School of Government, and
National Preparedness Leadership Institute.
Joseph McLean
Joseph McLean was a member of the founding leadership team of Barak Obama's successful U.S.
Senate race and managed Governor L. Douglas Wilder's historic election in Virginia, as well as
engineering dark horse victories in California, Michigan and Kentucky. He created the institutional
development plan for VoteVets.org and The Lantern Project, two groundbreaking new concepts
that fundamentally changed the political landscape. Joe served as President and CFO of Heflin &
Company, Inc., a commercial construction company in Nashville, and is the fifth generation to
raise cotton on his family farm in Quincy, Tennessee. Joe served as legislative assistant in the
Tennessee congressional delegation for Ed Jones and was a Campaign Finance Analyst with the
Clerk of the U.S. House of Representatives. Joe holds a A.S. in History/Economics from Freed-
Hardeman University, and a B.S. in Political Science/Economics from Middle Tennessee State
University.
Elaine Temple
Prior to joining the firm, Elaine Temple worked for 30 plus years helping governmental entities
with capital financing and legislative affairs. Elaine began her career in finance with a regional
bank specializing in equipment finance for cities, counties, and governmental agencies. Elaine
was responsible for all areas of the division including marketing, sales, pricing, and governmental
affairs. At her retirement, the division was the largest corporate lending area in the bank. Elaine
has a Bachelor of Science degree with an emphasis on finance and accounting from the University
of Southern Mississippi and a degree from LSU Graduate School of Banking.
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COST PROPOSAL
We are eager to continue our relationship with the City of Rosemead. David Torch and Associates
proposes a fee of $5,500 per month or $66,000 per year. The fee is all-inclusive. There are no
hidden costs in our contract.
David Turch and Associates is an established firm. Years of experience allow us to make sound
estimates concerning the scope and effort required to diligently pursue the goals of our clients.
This understanding translates into cost estimates that provide a solid value for the City of
Rosemead and a fair return to us.
As you know, we recommend a negotiated monthly retainer as the best method of payment for our
services. Monthly retainers are an agreed upon amount for which we will perform all of the
activities necessary to effectively represent your interests.
For you, a monthly retainer provides stability for planning and the elimination of the administrative
expense required to analyze bills. Monthly retainers allow us to assign as many people as
necessary, for as much time and effort as may be required, to achieve your objectives. We demand
that members of this firm focus on the job to be accomplished, not on dollars received. Monthly
retainers are one way to maintain this high standard.
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Attachment B
Professional Services Agreement
PROFESSIONAL SERVICES AGREEMENT
FEDERAL LEGISLATIVE ADVOCACY SERVICES
(DAVID TURCH AND ASSOCIATES)
1. PARTIES AND DATE.
This Agreement is made and entered into this Day of _, 20_ (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 David Turch and Associates, a Sole
Proprietorship, with its principal place of business at 517 2nd Street, Northeast,
Washington D.C. 20002 ("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 professional federal
legislative advocacy services to public clients, is licensed in the State of California and is
familiar with the plans of City.
2.2 Project.
The City desires to engage Consultant to render such ongoing professional federal
legislative advocacy services ("Services") as set forth in this Agreement.
3. TERMS.
3.1 Scope of Services and Term.
3.1.1 General Scope of Services: Consultant promises and agrees to
furnish to the City all labor, materials, tools, equipment, services, and incidental and
customary work necessary to fully and adequately supply the professional federal
legislative advocacy services necessary for the Project, 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 Three (3) year period
from September 24, 2024 with the option for up to two (2) one-year extensions at the sole
and absolute discretion of the City, unless earlier terminated as provided herein.
Consultant shall complete the Services within the term of this Agreement and shall meet
any other established schedules and deadlines.
3.2 Responsibilities of Consultant.
3.2.1 Control and Payment of Subordinates; Independent Contractor. The
Services shall be performed by Consultant or under its supervision. Consultant will
determine the means, methods and details of performing the Services subject to the
requirements of this Agreement. City retains Consultant on an independent contractor
basis and not as an employee. Consultant retains the right to perform similar or different
services for others during the term of this Agreement. Any additional personnel
performing the Services under this Agreement on behalf of Consultant shall also not be
employees of City and shall at all times be under Consultant's exclusive direction and
control. Consultant shall pay all wages, salaries, and other amounts due such personnel
in connection with their performance of Services under this Agreement and as required
by law. Consultant shall be responsible for all reports and obligations respecting such
additional personnel, including, but not limited to: social security taxes, income tax
withholding, unemployment insurance, disability insurance, and workers' compensation
insurance.
3.2.2 Schedule of Services: Consultant shall perform the Services
expeditiously, within the term of this Agreement. Consultant represents that it has the
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 underthis Agreement.
Should one or more of such personnel become unavailable, Consultant may substitute
other personnel of at least equal competence upon written approval of City. In the event
that City and Consultant cannot agree as to the substitution of key personnel, City shall
be entitled to terminate this Agreement for cause. As discussed below, any personnel
who fail or refuse to perform the Services in a manner acceptable to the City, or who are
determined by the City to be uncooperative, incompetent, a threat to the adequate or
timely completion of the Project or a threat to the safety of persons or property, shall be
promptly removed from the Project by the Consultant at the request of the City.
3.2.5 City's Representative: The City hereby designates the City Manager,
or his or her designee, to act as its representative for the performance of this Agreement
("City's Representative"). City's Representative shall have the power to act on behalf of
the City for all purposes under this Agreement. Consultant shall not accept direction or
orders from any person other than the City's Representative or his or her designee.
3.2.6 Consultant's Representative: Consultant hereby designates David
Turch, or his/her designee, to act as its representative for the performance of this
Agreement ("Consultant's Representative"). Consultant's Representative shall have full
authority to represent and act on behalf of the Consultant for all purposes under this
Agreement. The Consultant's Representative shall supervise and direct the Services,
using his/her professional skill and attention, and shall be responsible for all means,
methods, techniques, sequences and procedures and for the satisfactory coordination of
all portions of the Services under this Agreement.
3.2.7 Coordination of Services: Consultant agrees to work closely with City
staff in the performance of Services and shall be available to City's staff, consultants and
other staff at all reasonable times.
3.2.8 Standard of Care; Performance of Employees: Consultant shall
perform all Services under this Agreement in a skillful and competent manner, consistent
with the standards generally recognized as being employed by professionals in the same
discipline in the State of California. Consultant represents and maintains that it is skilled
in the professional calling necessary to perform the Services. Consultant represents that
all employees and subcontractors shall have sufficient skill and experience to perform the
Services assigned to them. Finally, Consultant represents that it, its employees and
subcontractors have all licenses, permits, qualifications and approvals of whatever nature
that are legally required to perform the Services, including a City business License, and
that such licenses and approvals shall be maintained throughout the term of this
Agreement. As provided for in the indemnification provisions of this Agreement,
Consultant shall perform, at its own cost and expense and without reimbursement from
the City, any services necessary to correct errors or omissions which are caused by the
Consultant's failure to comply with the standard of care provided for herein.
3.2.9 Laws and Regulations: Consultant shall keep itself fully informed of
and in compliance with applicable local state and federal laws, rules and regulations in
any manner affecting the performance of the Project or the Services, including all
Cal/OSHA requirements, and shall give all notices required by law. Consultant shall be
liable for all violations of such laws and regulations in connection with Services. If the
Consultant performs any work knowing it to be contrary to such laws, rules and
regulations and without giving written notice to the City, Consultant shall be solely
responsible for all costs arising therefrom. Consultant shall indemnify and hold City, its
officials, directors, officers, employees and agents free and harmless, pursuant to the
indemnification provisions of this Agreement, from any liability to the extent found to be
arising out of any failure to comply with such laws, rules or regulations.
3.2.10 Insurance: Consultant shall maintain prior to the beginning of and for
the duration of this Agreement insurance coverage as specified in Exhibit B attached to
and part of this agreement.
3.2.11 Safety: Contractor shall execute and maintain its work so as to avoid
injury or damage to any person or property. In carrying out its Services, the Consultant
shall at all times be in compliance with all applicable local, state and federal laws, rules
and regulations, and shall exercise all necessary precautions for the safety of its
employees appropriate to the nature of the work and the conditions under which the work
is to be performed. Safety precautions as applicable shall include, but shall not be limited
to: (A) adequate life protection and life saving equipment and procedures; (B) instructions
in accident prevention for all employees and subcontractors, such as safe walkways,
scaffolds, fall protection ladders, bridges, gang planks, confined space procedures,
trenching and shoring, equipment and other safety devices, equipment and wearing
apparel as are necessary or lawfully required to prevent accidents or injuries; and (C)
adequate facilities for the proper inspection and maintenance of all safety measures.
3.3 Fees and Payments.
3.3.1 Compensation: Consultant shall receive compensation, including
authorized reimbursements, for all Services rendered under this Agreement and shall not
exceed Sixty -Six Thousand Dollars ($66,000.00) per fiscal year. The City agrees to pay
Consultant a fee of five thousand five hundred dollars ($5,500) a month. Consultant's
scope of services and rate schedule is hereby incorporated and found in Exhibit "A". Extra
Work may be authorized in writing, as described below, and will be compensated at the
rates and manner set forth in this Agreement.
3.3.2 Payment of Compensation: Consultant shall submit to City a monthly
itemized statement which indicates work completed and hours of 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 30 days of receiving
such statement, review the statement and pay all approved charges thereon.
3.3.3 Reimbursement for Expenses: Consultant shall not be reimbursed
for any expenses unless authorized in writing by City.
3.3.4 Extra Work: At any time during the term of this Agreement, City may
request that Consultant perform Extra Work. As used herein, "Extra Work" means any
work which is determined by City to be necessary for the proper completion of the Project,
but which the parties did not reasonably anticipate would be necessary at the execution
of this Agreement. Consultant shall not perform, nor be compensated for, Extra Work
without written authorization from City's Representative.
3.3.5 Prevailing Wages: Consultant is aware of the requirements of
California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code
of Regulations, Title 8, Section 1600, et seq., ("Prevailing Wage Laws"), which require
the payment of prevailing wage rates and the performance of other requirements on
"public works" and "maintenance" project, as defined by the Prevailing Wage Laws, and
if the total compensation is $1,000 or more, Consultant agrees to fully comply with such
Prevailing Wage Laws to the extent they are applicable to Consultant. City shall provide
Consultant with a copy of the prevailing rates of per diem wages in effect at the
commencement of this Agreement. Consultant shall make copies of the prevailing rates
of per diem wages for each craft; classification or type of worker needed to execute the
Services available to interested parties upon request and shall post copies at the
Consultant's principal place of business and at the project site. Consultant shall defend,
indemnify and hold the City, its elected officials, officers, employees and agents free and
harmless from any claim or liability arising out of any failure or alleged failure to comply
with the Prevailing Wage Laws.
3.4 Accounting Records.
3.4.1 Maintenance and Inspection: Consultant shall maintain complete
and accurate records with respect to all costs and expenses incurred under this
Agreement. All such records shall be clearly identifiable. Consultant shall allow a
representative of City during normal business hours to examine, audit, and make
transcripts or copies of such records and any other documents created pursuant to this
Agreement. Consultant shall allow inspection of all work, data, documents, proceedings,
and activities related to the Agreement for a period of three (3) years from the date of final
payment under this Agreement.
3.5 General Provisions.
3.5.1 Termination of Agreement.
3.5.1.1 Grounds for Termination: City may, by written notice to Consultant,
terminate the whole or any part of this Agreement at any time and without cause by giving
written notice to Consultant of such termination, and specifying the effective date thereof,
at least 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:
CONSULTANT:
CITY:
David Turch and Associates
517 2nd Street
Northeast, Washington D.C. 20002
Attn: David Turch
Tel: (202) 543-3744
City of Rosemead
8838 Valley Boulevard
Rosemead, CA 91770
Attn: Ben Kim, City Manager
Tel: (626) 569-2169
Such notice shall be deemed made when personally delivered orwhen mailed, forty- eight
(48) hours by certified mail or deposit in the U.S. Mail, first-class postage prepaid and
addressed to the party at its applicable address. Actual notice shall be deemed adequate
notice on the date actual notice occurred, regardless of the method of service.
3.5.3 Ownership of Materials and Confidentiality.
3.5.3.1 Documents & Data; Licensing of Intellectual Property: This
Agreement creates a non-exclusive and perpetual license for City to copy, use, modify,
reuse, or sublicense any and all copyrights, designs, and other intellectual property
embodied in plans, specifications, studies, drawings, estimates, and other documents or
works of authorship fixed in any tangible medium of expression, including but not limited
to, physical drawings or data magnetically or otherwise recorded on computer diskettes,
which are prepared or caused to be prepared by Consultant under this Agreement
("Documents & Data"). Consultant shall require all subcontractors to agree in writing that
City is granted a non-exclusive and perpetual license for any Documents & Data the
subcontractor prepares under this Agreement. Consultant represents and warrants that
Consultant has the legal right to license any and all Documents & Data. Consultant makes
no such representation and warranty in regard to Documents & Data which were prepared
by design professionals other than Consultant or provided to Consultant by the City. The
Documents & Data are intended for use solely with respect to the project for which they
were prepared. Any reuse or modification by City shall be at City's sole risk.
3.5.3.2 Confidentiality: All ideas, memoranda, specifications, plans,
procedures, drawings, descriptions, computer program data, input record data, written
information, and other Documents and Data either created by or provided to Consultant
in connection with the performance of this Agreement shall be held confidential by
Consultant. Such materials shall not, without the prior written consent of City, be used by
Consultant for any purposes other than the performance of the Services. Nor shall such
materials be disclosed to any person or entity not connected with the performance of the
Services or the Project. Nothing furnished to Consultant which is otherwise known to
Consultant or is generally known, or has become known, to the related industry shall be
deemed confidential. Consultant shall not use City's name or insignia, photographs of the
Project, or any publicity pertaining to the Services or the Project in any magazine, trade
paper, newspaper, television or radio production or other similar medium without the prior
written consent of City.
3.5.4 Cooperation; Further Acts: The Parties shall fully cooperate with one
another and shall take any additional acts or sign any additional documents as may be
necessary, appropriate or convenient to attain the purposes of this Agreement.
3.5.5 Attorney's Fees: If either party commences an action against the
other party, either legal, administrative or otherwise, arising out of or in connection with
this Agreement, the prevailing party in such litigation shall be entitled to have and recover
from the losing parry reasonable attorney's fees and all costs of such action as part of
prevailing party's total damages as determined by court of competent jurisdiction or as
agreed upon by the parties in settlement.
3.5.6 Indemnity and Defense.
a. Indemnity and Defense
To the fullest extent permitted by law, Consultant shall indemnify and hold harmless
Agency and any and all of its officials, employees and agents ("Indemnified Parties") from
and against any and all losses, liabilities, damages, costs and expenses, including legal
counsel's fees and costs, to the extent caused by the negligent or wrongful act, error or
omission of Consultant, its officers, agents, employees or subconsultants (or any agency
or individual that Consultant shall bear the legal liability thereof) in the performance of
services under this agreement. Consultant's duty to indemnify and hold harmless Agency
shall not extend to the Agency's sole or active negligence.
b. Duty to Defend
In the event the Agency, its officers, employees, agents and/or volunteers are made a
party to any action, lawsuit, or other adversarial proceeding arising from the performance
of the services encompassed by this agreement, and upon demand by Agency,
Consultant shall defend the Agency at Consultant's cost or at Agency's option, to
reimburse Agency for its costs of defense, including reasonable attorney's fees and costs
incurred in the defense of such matters to the extent the matters arise from, relate to or
are caused by Consultant's negligent acts, errors or omissions. Payment by Agency is
not a condition precedent to enforcement of this provision. In the event of any dispute
between Consultant and Agency, as to whether liability arises from the sole or active
negligence of the Agency or its officers, employees, or agents, Consultant will be
obligated to pay for Agency's defense until such time as a final judgment has been
entered adjudicating the Agency as solely or actively negligent. In no event shall the cost
to defend charged to the design professional exceed the design professional's
proportionate percentage of fault.
3.5.7 Entire Agreement: This Agreement contains the entire Agreement of
the parties with respect to the subject matter hereof, and supersedes all prior
negotiations, understandings or agreements. This Agreement may only be modified by a
writing signed by both parties.
3.5.8 Governing Law: This Agreement shall be governed by the laws of the
State of California. Venue shall be in Los Angeles County.
3.5.9 Time of Essence: Time is of the essence for each and every
provision of this Agreement.
3.5.10 City's Right to Employ Other Consultants: City reserves right to
employ other consultants in connection with this Project.
3.5.11 Successors and Assigns: This Agreement shall be binding on the
successors and assigns of the parties.
3.5.12 Assignment or Transfer: Consultant shall not assign, hypothecate,
or transfer, either directly or by operation of law, this Agreement or any interest herein
without the prior written consent of the City. Any attempt to do so shall be null and void,
and any assignees, hypothecates or transferees shall acquire no right or interest by
reason of such attempted assignment, hypothecation or transfer.
3.5.13 Construction; References; Captions: Since the Parties or their
agents have participated fully in the preparation of this Agreement, the language of this
Agreement shall be construed simply, according to its fair meaning, and not strictly for or
against any Party. Any term referencing time, days or period for performance shall be
deemed calendar days and not work days. All references to Consultant include all
personnel, employees, agents, and subcontractors of Consultant, except as otherwise
specified in this Agreement. All references to City include its elected officials, officers,
employees, agents, and volunteers except as otherwise specified in this Agreement. The
captions of the various articles and paragraphs are for convenience and ease of reference
only, and do not define, limit, augment, or describe the scope, content, or intent of this
Agreement.
3.5.14 Amendment; Modification: No supplement, modification, or
amendment of this Agreement shall be binding unless executed in writing and signed by
both Parties.
3.5.15 Waiver: No waiver of any default shall constitute a waiver of any
other default or breach, whether of the same or other covenant or condition. No waiver,
benefit, privilege, or service voluntarily given or performed by a Party shall give the other
Party any contractual rights by custom, estoppel, or otherwise.
3.5.16 No Third -Party Beneficiaries: There are no intended third -party
beneficiaries of any right or obligation assumed by the Parties.
3.5.17 Invalidity; Severability: If any portion of this Agreement is declared
invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the
remaining provisions shall continue in full force and effect.
3.5.18 Prohibited Interests: Consultant maintains and warrants that it has
not employed nor retained any company or person, other than a bona fide employee
working solely for Consultant, to solicit or secure this Agreement. Further, Consultant
warrants that it has not paid nor has it agreed to pay any company or person, other than
a bona fide employee working solely for Consultant, any fee, commission, percentage,
brokerage fee, gift or other consideration contingent upon or resulting from the award or
making of this Agreement. Consultant further agrees to file, or shall cause its employees
or subconsultants to file, a Statement of Economic Interest with the City's Filing Officer
as required under state law in the performance of the Services. For breach or violation of
this warranty, City shall have the right to rescind this Agreement without liability. For the
term of this Agreement, no member, officer or employee of City, during the term of his or
her service with City, shall have any direct interest in this Agreement, or obtain any
present or anticipated material benefit arising therefrom.
3.5.19 Equal Opportunity Employment: Consultant represents that it is an
equal opportunity employer and it shall not discriminate against any subcontractor,
employee or applicant for employment because of race, religion, color, national origin,
handicap, ancestry, sex or age. Such non-discrimination shall include, but not be limited
to, all activities related to initial employment, upgrading, demotion, transfer, recruitment
or recruitment advertising, layoff or termination. Consultant shall also comply with all
relevant provisions of City's Minority Business Enterprise program, Affirmative Action
Plan or other related programs or guidelines currently in effect or hereinafter enacted.
3.5.20 Labor Certification: By its signature hereunder, Consultant certifies
that it is aware of the provisions of Section 3700 of the California Labor Code which
require every employer to be insured against liability for Worker's Compensation or to
undertake self-insurance in accordance with the provisions of that Code, and agrees to
comply with such provisions before commencing the performance of the Services.
3.5.21 Authority to Enter Agreement: Consultant has all requisite power and
authority to conduct its business and to execute, deliver, and perform the Agreement.
Each Party warrants that the individuals who have signed this Agreement have the legal
power, right, and authority to make this Agreement and bind each respective Party.
3.5.22 Counterparts: This Agreement may be signed in counterparts, each
of which shall constitute an original.
3.6 Subcontracting.
3.6.1 Prior Approval Required: Consultant shall not subcontract any
portion of the work required by this Agreement, except as expressly stated herein, without
prior written approval of City. Subcontracts, if any, shall contain a provision making them
subject to all provisions stipulated in this Agreement.
[Signatures on next Page]
CITY OF ROSEMEAD DAVID TURCH ANDASSOCIATES
Ben Kim, City Manager Date
Attest:
Ericka Hernandez, City Clerk Date
Approved as to Form:
0
Name:
Title:
[If Corporation, TWO SIGNATURES,
President OR Vice President AND
Secretary, AND CORPORATE SEAL
OF CONTRACTOR REQUIRED]
M
Name:
Rachel Richman Date
City Attorney Title:
W-4:11-31<�1
SCOPE OF SERVICES/ RATE SCHEDULE
The Consultant shall provide federal advocacy, lobbying, and grant services to the City
per the proposal attached.
EXHIBIT B
INSURANCE REQUIREMENTS
Prior to the beginning of and throughout the duration of the Work, Consultant will
maintain insurance in conformance with the requirements set forth below. Consultant will
use existing coverage to comply with these requirements. If that existing coverage does
not meet the requirements set forth here, Consultant agrees to amend, supplement or
endorse the existing coverage to do so. Consultant acknowledges that the insurance
coverage and policy limits set forth in this section constitute the minimum amount of
coverage required. Any insurance proceeds available to City in excess of the limits and
coverage required in this agreement and which is applicable to a given loss, will be
available to City.
Consultant shall provide the following types and amounts of insurance:
Commercial General Liability Insurance. Consultant shall maintain commercial
general liability insurance with coverage at least as broad as Insurance Services Office
form CG 00 01, in an amount not less than $1,000,000 per occurrence, $2,000,000
general aggregate, for bodily injury, personal injury, and property damage. The policy
must include contractual liability that has not been amended. Any endorsement restricting
standard ISO "insured contract" language will not be accepted.
Business Auto Coverage on ISO Business Auto Coverage form CA 00 01 including
symbol 1 (Any Auto) or the exact equivalent. Limits are subject to review, but in no event
to be less than $1,000,000 per accident. If Consultant owns no vehicles, this requirement
may be satisfied by a non -owned auto endorsement to the general liability policy
described above. If Consultant or Consultant's employees will use personal autos in any
way on this project, Consultant shall provide evidence of personal auto liability coverage
for each such person.
Workers Compensation on a state -approved policy form providing statutory
benefits as required by law with employer's liability limits no less than $1,000,000 per
accident or disease.
Excess or Umbrella Liability Insurance (Over Primary) if used to meet limit
requirements, shall provide coverage at least as broad as specified for the underlying
coverages. Any such coverage provided under an umbrella liability policy shall include a
drop down provision providing primary coverage above a maximum $25,000 self-insured
retention for liability not covered by primary but covered by the umbrella. Coverage shall
be provided on a "pay on behalf basis, with defense costs payable in addition to policy
limits. Policy shall contain a provision obligating insurer at the time insured's liability is
determined, not requiring actual payment by the insured first. There shall be no cross -
liability exclusion precluding coverage for claims or suits by one insured against another.
Coverage shall be applicable to City for injury to employees of Consultant, subconsultants
or others involved in the Work. The scope of coverage provided is subject to approval of
City following receipt of proof of insurance as required herein. Limits are subject to review
but in no event less than $1 Million per occurrence.
Professional Liability or Errors and Omissions Insurance as appropriate shall be
written on a policy form coverage specifically designed to protect against acts, errors or
omissions of the consultant and "Covered Professional Services" as designated in the
policy must include work performed under this agreement. The policy limit shall be no
less than $1,000,000 per claim and in the aggregate. The policy must "pay on behalf of
the insured and must include a provision establishing the insurer's duty to defend the
Named Insured. The policy retroactive date shall be on or before the effective date of this
agreement.
Acceptable insurers: All insurance policies shall be issued by an insurance
company currently authorized by the Insurance Commissioner to transact business of
insurance or is on the List of Approved Surplus Line Insurers in the State of California,
with an assigned policyholders' Rating of A- (orhigher) and Financial Size Category Class
VII (or larger) in accordance with the latest edition of Best's Key Rating Guide, unless
otherwise approved by the Agency's Risk Manager.
General conditions pertaining to provision of insurance coverage by Consultant.
Consultant and City agree to the following with respect to insurance provided by
Consultant:
1. Consultant agrees to have its insurer endorse the third -party general liability
coverage required herein to include as additional insureds City, its officials,
employees and agents, using standard ISO endorsement No. CG 2010 (or
otherwise consistent with the insurer's endorsement). Consultant also
agrees to require all contractors, and subcontractors to do likewise.
2. No liability insurance coverage provided to comply with this Agreement shall
prohibit Consultant, or Consultant's employees, or agents, from waiving the
right of subrogation prior to a loss. Consultant agrees to waive subrogation
rights against City regardless of the applicability of any insurance proceeds,
and to require all contractors and subcontractors to do likewise.
3. All insurance coverage and limits provided by Contractor and available or
applicable to this agreement are intended to apply to the full extent of the
policies. Nothing contained in this Agreement or any other agreement
relating to the City or its operations limits the application of such insurance
coverage.
4. None of the coverages required herein will be in compliance with these
requirements if they include any limiting endorsement of any kind that has
not been first submitted to City and approved of in writing.
5. No liability policy shall contain any provision or definition that would serve
to eliminate so-called "third party action over" claims, including any
exclusion for bodily injury to an employee of the insured or of any contractor
or subcontractor.
6. All coverage types and limits required are subject to approval, modification
and additional requirements by the City, as the need arises. Consultant shall
not make any reductions in scope of coverage (e.g. elimination of
contractual liability or reduction of discovery period} that may affect City's
protection without City's prior written consent.
7. Proof of compliance with these insurance requirements, consisting of
certificates of insurance evidencing all of the coverages required and an
additional insured endorsement to Consultant's general liability policy, shall
be delivered to City at or prior to the execution of this Agreement. In the
event such proof of any insurance is not delivered as required, or in the
event such insurance is canceled at any time and no replacement coverage
is provided, City has the right, but not the duty, to obtain any insurance it
deems necessary to protect its interests under this or any other agreement
and to pay the premium. Any premium so paid by City shall be charged to
and promptly paid by Consultant or deducted from sums due Consultant, at
City option.
8. Certificate(s) are to reflect that the insurer will provide 30 days notice to City
of any cancellation of coverage. A ten (10) day notice to City shall apply to
nonpayment of premiums. Consultant agrees to require its insurer to modify
such certificates to delete any exculpatory wording stating that failure of the
insurer to mail written notice of cancellation imposes no obligation, or that
any party will "endeavor" (as opposed to being required) to comply with the
requirements of the certificate.
9. It is acknowledged by the parties of this agreement that all insurance
coverage (except Professional Liability and Workers' Compensation)
required to be provided by Consultant or any subcontractor, is intended to
apply first and on a primary, noncontributing basis in relation to any other
insurance or self-insurance available to City.
10. Consultant agrees to ensure that subcontractors, and any other party
involved with the project who is brought onto or involved in the project by
Consultant, provide the same minimum insurance coverage required of
Consultant. Consultant agrees to monitor and review all such coverage and
assumes all responsibility for ensuring that such coverage is provided in
conformity with the requirements of this section. Consultant agrees that
upon request, all agreements with subcontractors and others engaged in
the project will be submitted to City for review.
11. Consultant agrees not to self -insure or to use any self-insured retentions or
deductibles on any portion of the insurance required herein and further
agrees that it will not allow any contractor, subcontractor, Architect,
Engineer or other entity or person in any way involved in the performance
of work on the project contemplated by this agreement to self -insure its
obligations to City. If Consultant's existing coverage includes a deductible
or self-insured retention, the deductible or self-insured retention must be
declared to the City. At that time the City shall review options with the
Consultant, which may include reduction or elimination of the deductible or
self-insured retention, substitution of other coverage, or other solutions.
12. The City reserves the right at any time during the term of the contract to
change the amounts and types of insurance required by giving the
Consultant ninety (90) days advance written notice of such change. If such
change results in substantial additional cost to the Consultant, the City will
negotiate additional compensation proportional to the increased benefit to
City.
13. For purposes of applying insurance coverage only, this Agreement will be
deemed to have been executed immediately upon any party hereto taking
any steps that can be deemed to be in furtherance of or towards
performance of this Agreement.
14. Consultant acknowledges and agrees that any actual or alleged failure on
the part of City to inform Consultant of non-compliance with any insurance
requirement in no way imposes any additional obligations on City nor does
it waive any rights hereunder in this or any other regard.
15. Consultant will renew the required coverage annually as long as City, or its
employees or agents face an exposure from operations of any type
pursuant to this agreement. This obligation applies whether or not the
agreement is canceled or terminated for any reason. Termination of this
obligation is not effective until City executes a written statement to that
effect.
16. Consultant shall provide proof that policies of insurance required herein
expiring during the term of this Agreement have been renewed or replaced
with other policies providing at least the same coverage. Proof that such
coverage has been ordered shall be submitted prior to expiration. A
coverage binder or letter from Consultant's insurance agent to this effect is
acceptable. A certificate of insurance and/or additional insured
endorsement as required in these specifications applicable to the renewing
or new coverage must be provided to City within five days of the expiration
of the coverages.
17. The provisions of any workers' compensation or similar act will not limit the
obligations of Consultant under this agreement. Consultant expressly
agrees not to use any statutory immunity defenses under such laws with
respect to City, its employees, officials and agents.
18. Requirements of specific coverage features, or limits contained in this
section are not intended as limitations on coverage, limits or other
requirements nor as a waiver of any coverage normally provided by any
given policy. Specific reference to a given coverage feature is for purposes
of clarification only as it pertains to a given issue, and is not intended by any
party or insured to be limiting or all inclusive.
19. These insurance requirements are intended to be separate and distinct from
any other provision in this agreement and are intended by the parties here
to be interpreted as such.
20. The requirements in this Section supersede all other sections and
provisions of this Agreement to the extent that any other section or provision
conflicts with or impairs the provisions of this Section.
21. Consultant agrees to be responsible for ensuring that no contract used by
any party involved in any way with the project reserves the right to charge
City or Consultant for the cost of additional insurance coverage required by
this agreement. Any such provisions are to be deleted with reference to City.
It is not the intent of City to reimburse any third party for the cost of
complying with these requirements. There shall be no recourse against City
for payment of premiums or other amounts with respect thereto.
Consultant agrees to provide immediate notice to City of any claim or loss against
Consultant arising out of the work performed under this agreement. City assumes no
obligation or liability by such notice but has the right (but not the duty) to monitor the
handling of any such claim or claims if they are likely to involve City.