2200 – Balance Public Relations & Strategic Solutions – Legislative Advocacy & Government Affairs ServicesPROFESSIONAL SERVICES AGREEMENT
LEGISLATIVE ADVOCACY AND GOVERNMENTAL AFFAIRS SERVICES
BALANCE PUBLIC RELATIONS & STRATEGIC SOLUTIONS, INC.
1. PARTIES AND DATE.
This Agreement is made and entered into this "tkl\ Day of hM , 2024
(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 Balance Public Relations
& Strategic Solutions, Inc. with its principal place of business at 1401 N. Broadway Blvd.,
Los Angeles, CA 90012 ("Consultant'). City and Consultant are sometimes individually
referred to herein as "Party" and collectively as 'Parties."
2. RECITALS.
2.1 Consultant.
Consultant desires to perform and assume responsibility for the provision of certain
professional services required by the City on the terms and conditions set forth in this
Agreement. Consultant represents that it is experienced in providing legislative advocacy
and governmental affairs services to public clients, is licensed in the State of California
and is familiar with the plans of City.
2.2 Project.
City desires to engage Consultant to render legislative advocacy and
governmental affairs services ("Services") as set forth in this Agreement.
3. TERMS.
3.1 Scope of Services and Term.
3.1.1 General Scope of Services: Consultant promises and agrees to
furnish to the City all labor, materials, tools, equipment, services, and incidental and
customary work necessary to fully and adequately supply the legislative advocacy and
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governmental affairs services necessary for the City, herein referred to a "Services". The
Services are more particularly described in Exhibit A attached hereto and incorporated
herein by reference. All Services shall be subject to, and performed in accordance with,
this Agreement, the exhibits attached hereto and incorporated herein by reference, and
all applicable local, state and federal laws, rules and regulations.
3.1.2 Term. The term of this Agreement shall be for a three (3) year period
from the Effective Date shown above, 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 under this Agreement.
Should one or more of such personnel become unavailable, Consultant may substitute
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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 Mr.
Dean Florez, 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.
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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 for all
Services rendered under this Agreement and shall not exceed Three Thousand Five
Hundred Dollars ($3,500) each month and in accordance with consultant's proposal dated
August 24, 2023. The Consultant shall be entitled to travel reimbursement when
requested and authorized by the City. Consultant's proposal 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,
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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. The Consultant shall be entitled to
travel reimbursement when requested and authorized by the 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.
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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:
Balance Public Relations and Strategic Solutions
1401 N. Broadway Blvd.
Los Angeles, CA 90012
Attn: Dean Florez
Tel: (213) 634-7900
[911�'�
City of Rosemead
8838 Valley Boulevard
Rosemead, CA 91770
Attn: Ben Kim
Such notice shall be deemed made when personally delivered or when mailed, forty- eight
(48) hours by certified mail or deposit in the U.S. Mail, first-class postage prepaid and
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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
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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.
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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, anyfee, commission, percentage, brokerage
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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]
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CITY OF ROSEMEAD
I
Ben Ki M,y Manager Date —
Attest:
. / 12 it 121V
Fricka ernand ,City Clerk D to
Approved as to Form:
—11Z Z
achel Richman Date
City Attorney
BALANCE PUBLIC
RELATIONS AND
STRATEGIC SOLUTIONS
N
Name: Dean Florez
Title: President, CEO
[If Corporation, TWO SIGNATURES,
President OR Vice President AND
Secretary, AND CORPORATE SEAL
OF CONTRACTOR REQUIRED]
M
Name:
Title:
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EXHIBIT A
SCOPE OF SERVICES
Attached
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 Howle.
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. Howle 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, Howle 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 Shaffer, 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 Shaffer: 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.
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 governor's 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@balancebpr.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. Howie, CPA
Elaine M. Howie 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 I
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
Balance Public Relations & Strategic Solutions, Inc.
Page 13 of 17
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 that $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.
Balance Public Relations & Strategic Solutions, Inc.
Page 14 of 17
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.
Balance Public Relations & Strategic Solutions, Inc.
Page 15 of 17
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
Balance Public Relations & Strategic Solutions, Inc.
Page 16 of 17
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.
Balance Public Relations & Strategic Solutions, Inc.
Page 17 of 17
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.
A✓ O° CERTIFICATE OF LIABILITY INSURANCE
0711112024 5:26 PM
THIS CERTIFICATE IS ISSUED ASA MATTER OF INFORMATION ONLYAND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER.
THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES
BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED
REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
(IMPORTANT: If the certificate holder Is an ADDITIONAL INSURED, the policy(les) must have ADDITIONAL INSURED provisions or be
endorsed. If SUBROGATION IS WANED, subject to the terms and Conditions of the policy, certain policies may require an
endorsement A statement on this certificate does not confer rights to the certificate holder in lieu of such endoreement(s).
PRODUCER
GEICO Insurance Agency, LLC
One GEICO Blvd
Fredericksburg, VA 22412
CONTACT
NAME: BerkshIre Hathaway HOmBstetB Companies
PHONE FAX
Alt. No. Sad: AIC. No:
EMAIL
ADDRESS:
INSURER(S) AFFORDING COVERAGE NAICS
INSURERA: REDWOOD FIRE AND CASUALTY INS. CO. 1167)
INSURED
BALANCE PUBLIC RELATIONS & STRATEGIC SOLUTIONS, DBA:
INC,INSURER
498 OLEANDER AVE
INSURER B:
INSURERC:
D:
INSURER E:
MD
CA 93263
COVERAGES CERTIFICATE NUMBER: 663,060 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 CONTRACTOR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,
EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
INSR
ACCORDANCE WITH THE POLICY PROVISIONS.
ADDL
SUBR
POLICY EFF
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INSD
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POLR:YNUMBER
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PERSONAL B ADV INJURY E
GEN'L AGGREGATE LIMIT APPLIES PER:
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2022 TESLA MODEL 3 SYJ3E1EBONF334466 Covered C 69,000 1000/1000 WA WA
HOLDER
CANCELLATION
OF ROSEMEAD
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED
BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
VALLEY BLVD
rRE
ACCORDANCE WITH THE POLICY PROVISIONS.
MEAD, CA 91770
AUTHORIZED REPRESENTATNE
ACORD 26 (2016103) 01988-2015 ACORD CORPORATION. All rights reserved.
M-5652 (10/2017) The ACORD name and logo are registered marks of ACORD
A� I CERTIFICATE OF LIABILITY INSURANCE
°A�`12/202"~'
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THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES
BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED
REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(les) must be endorsed. If SUBROGATION IS WAIVED, subject to
the terms and conditions of the policy, certain policies may require an endorsement A statement on this certificate does not confer rights to the
certificate holder in lieu of such endorsement(s).
PRODUCER
Sacco & Sacco Ins Brokerage LLC
101 Parkshore Drive, Suite 260
Folsom CA 95630
NAME: CONT CT AnthonySacco
PHONE FAX
. 916-932-2320INC,No): 916-932-2321
ADDRESS: asa=@samoins.com
INSURER(S) AFFORDING COVERAGE NAICN
INSURER A: Trumbull Insurance Company 27120
EACH OCCURRENCE $
INSURED BALAN-1
Balance Public Relations &
Strategic Solutions, Inc.
INSURER B:
INSURER C:
PERSONAL S ADV INJURY $
498 Oleander Avenue
INSURERD:
NSURER E
Shaffer CA 93263
INSURER F:
AUTOMOBILE LIABILITY
ANY AUTO
ALLOWNED SCHEDULED
AUTOS os
NON-OMED
HIREDAUTOS AUTOS
COVFRALGER CERTIFICATE NUMBER: 194820719 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 WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,
EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
ILTR
TYPE OF INSURANCE
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PERSONAL S ADV INJURY $
GEN'L AGGREGATE LIMIT APPLIES PER:
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PRODUCTS - COMP/OPAGG $
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AUTOMOBILE LIABILITY
ANY AUTO
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AUTOS os
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HIREDAUTOS AUTOS
COMBINED SINGLE LIMIT $
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WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY
ANY PROPRIETOR/PARYNERIEXECUTIVE YIN
IM
OFFICEREMBER EXCLUDED?
(Mandatory In NH)
Ifrres, tleac ibe under
DES56RI PTION OF OPERATIONS below
57VWEC AB4F3B
4/1/2023
4=024
X I STATUTE OERH
E.L. EACH ACCIDENT $1,000,000
E L. DISEASE- EA EMPLOYEE $1,000,000
E.L. DISEASE -POLICY LIMIT $1.000,000
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACCORD 101, Additional Remaft Schedule, maybe attached It more apace is required)
Evidence of Insurance
erre �e U^1 nee CANCFI. LATION
Vc Taaa-204 ACORD CORPVRAIIVM. All rights
ACORD 26 (2014/01) The ACORD name and logo are registered marks of ACORD
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
ACCORDANCE WITH THE POLICY PROVISIONS.
City of Rosemead
8838 Valley Boulevard
Rosemead CA 91770
AUTHORIZED REPRESENTATME
Vc Taaa-204 ACORD CORPVRAIIVM. All rights
ACORD 26 (2014/01) The ACORD name and logo are registered marks of ACORD
1 @
A� o CERTIFICATE OF LIABILITY INSURANCE
DAM(MMLDo'YYYY)
Dl MM ID'y 24
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES
BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED
REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(les) must have ADDITIONAL INSURED provisions or be endorsed.
If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on
this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).
PRODUCER
Rdgewood Partners Insurance Center
Main Street We0t
10877 White Rock Rd
Rancho Cordova CA 95670
CONTA NAME: T Main Street
PHONE FM"
(877) 222-0000 AIC No:
E-MAIL
ADDRESS: msmcerteweet@e icbrokere. Com
INSURER(S) AFFORDING COVERAGE NAIC#
INSURERA: TRAVELERS CASUALTY INSURANCE C 19046
INSURED
INSURER B: TRAVELERS PROPERTY CASUALTY CO 25674
Balance Public Relations
EACH OCCURRENCE $ 1,000,000
INSURER C
INSURERD:
S Strategic Solutions, Inc.
498 Oleander Ave
05/06/2023
Shafter CA 93263-1871
INSURER E:
NSURER F:
COVERAGES BN CERTIFICATE NUMBER: Cert ID 26737 (2) 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 WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,
EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
INSR
LTR
TYPE OF INSURANCE
ADDL
UBR
POLJCYNUMBER
POLICY EFF
MOUC YWY
LIMITS
A
X COMMERCIAL GENERAL LIABILITY
EACH OCCURRENCE $ 1,000,000
CLAIMS -MADE Fx1 OCCUR
680OF6741402342
05/06/2023
05/06/2024
PREMISES Ea occurrence $ 300,000
MED EXP (Any one person) $ 51000
PERSONAL B ADV INJURY $ 11000,000
GEN'L AGGREGATE LIMIT APPLIES PER:
GENERALAGGREGATE $ 2,000,000
PRODUCTS - COMPIOPAGG $ 2,000,000
% POLICY ❑ JECOT 71 LOC
IS
OTHER:
AUTOMOBILEUASILITY
COMBINEDSINGLE LIMIT $ 1,000,000
Ea accident
BODILY INJURY (Per person) $
AANY
AUTO
6BOBF6741402342
05/06/2023
05/06/2024
BODILY INJURY (Per accident) $
OWNED SCHEDULED
AUTOS ONLY AUTOS
X HIRED Ix NON-OVMED
AUTOS ONLY AUTOS ONLYSoo
PRROPPEERtl DAMAGE $
E
B
X
UMBRELLA UAB
N
OCCUR
CUPBF6757632342
05/06/2023
05/06/2024
EACH OCCURRENCE $ 2,000,000
AGGREGATE $ 2,000,000
EXCESS LULB
CLAIMS -MADE
OED I I RETENTION$
$
WORI(ERS COMPENSATION
AND EMPLOYERS' LIABILITY YIN
ANYPROPRIETORIPARTNERIEXECUTIVE
OTH-
SPER TH
TATUTE ER
E.L. EACH ACCIDENT $
E.L. DISEASE - EA EMPLOYEE $
OFFICEREMSEREXCLUDED7
Rd ❑
(Mandatory In NH)
NIA
E.L. DISEASE - POLICY LIMIT $
Ifyas, describe under
DESCRIPTION OF OPERATIONS below
A
Professional Liability
106902724
04/10/2022
04/10/2024
Each Occurence/ $ 2,000,000
Aggregate
S
DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORD 101, AddMonal Remaha Schedule, maybe reached R more apace is required)
CERTIFICATE HOLDER CANCELLATION
tic' 7SaS-2075 AGUKU CORPORA TON. All rights
ACORD 26 (2016103) The ACORD name and logo are registered marks of ACORD
Page 1 of 1
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
ACCORDANCE WITH THE POLICY PROVISIONS.
City of Rosemead
8838 Valley Boulevard
AUTHORQED REPRESENTATIVE
Rosemead CA 91770
ev
tic' 7SaS-2075 AGUKU CORPORA TON. All rights
ACORD 26 (2016103) The ACORD name and logo are registered marks of ACORD
Page 1 of 1
GEICO.
CommereWAmW
0 Berkshire Hathaway
HOMESTATE COMPANIES
1314 Douglas Street • Omaha, NE 68102
Policy Summary
BALANCE PUBLIC RELATIONS & STRATEGIC SOLUTIONS, Policy Term: 01131/202312:01 AM to 01/311202412:01 AM
DBA; INC, Policy Number: 01APGO861974 6
498 OLEANDER AVE Business Description: BUSINESS CONSULTANT
SHAFTER, CA 93263
Below infomadlon Includes arty changes to your policy that have been processed as of 823/2023 1:07:28PM
Coverage Imimration
Radius: 500 miles
f mpa
Limit
liability- Bodily Injury (BI) & Property Damage (PD)
$1,000,000 Combined Single Limit
Liability applies to scheduled autos only.
Uninsured Motorist -Bodily Injury (BI)
$1,D00,000 Combined Single Limit
Physical Damage
See Vehicle Information. Only covered If a valve and
Physical Damage (7M
Drivers
deductible are listed.
$109,0D0
Name Date of Birth
DEAN R. FLOREZ D4/0511963
ROBERTALVAREZ 10/13/1964
Vehkle Information
1. 2017 TESLA MODELS Radius: 50 miles
VIN: SYJSAlE27HF224255 Garaging City, Siete: PASADENA, CA
Physical Damage Stated Value: $50,000 Garaging Zip Code: 91103
Comprehensive Deductible: $1,000 Collision Deductible: $1,000
2 2022 TESLA MODEL 3
Radius: 500 miles
VIN: 5YJ3E1E80NF3W55
Garaging City, State: ELK GROVE, CA
Physical Damage Stated Value: $59,000
Ganging Zip Code: 95758
Comprehensive Deductible: $1,000
Collision Deductible: $1,000
Loss Payee: TESLA FINANCE LLC
PO BOX 4367
PORTLAND, OR 97208
Additional Insured Auto Owner.
DEAN FLOREZ ROBERTALVAREZ
498 OLEANDER AVE
SHAFTER, CA 93263
(Continued on next page)
"007(012009) Page 1012
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