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CC SR 20250401 G - Federal Legislative Services CITY COUNCIL MEETING DATE: 04/01/2025 AGENDA REPORT AGENDA HEADING: Consent Calendar AGENDA TITLE: Consideration of a professional services agreement with Kiley & Associates, LLC to provide Federal legislative services RECOMMENDED COUNCIL ACTION: (1) Approve a professional services agreement (PSA) ith Kiley & Associates to provide Federal legislative services; and (2) Authorize the Mayor and City Clerk to execute the PSA in a form approved by the City Attorney. FISCAL IMPACT: If the recommended Council action items are approved, the not-to- exceed amount of $48,000 for this PSA is included in the Fiscal Year 2024-25 budget. The amount of the PSA extending into the following year will be included in the Fiscal Year 2025-26 budget development process. VR Amount Budgeted: $56,000 Additional Appropriation: N/A Account Number(s): 101-400-1410-5101 (General Fund – Administration/Professional Services) ORIGINATED BY: Catherine Jun, Deputy City Manager REVIEWED BY: Same as below APPROVED BY: Vina Ramos, Finance Director VR ATTACHED SUPPORTING DOCUMENTS: A) PSA with Kiley and Associates (page A-1) B) Proposal from Kiley and Associates (page B-1) C) Request for Proposals (RFP) for State and/or Federal Legislative Services (page C-1) BACKGROUND: In 2022, the City issued and RFP and hired California Public Policy Group (formerly known as Renne Public Policy Group) to work on behalf of the City’s interests in Sacramento. Both parties worked with the City Council to identify policy priorities, advocate for the Council- approved Legislative Platform and Goals, obtain funding direction and earmark recommendations, draft proposed legislation, and coordinate advocacy meetings with State legislators and agencies. Following two successive one-year extensions, the PSA with 1 CPPG expired on February 28, 2025. The not-to-exceed cost of the most recent one-year extension with CPPG was $56,000 annually. DISCUSSION: Since October 2023, the City has been managing a major landslide emergency that has stretched its resources and ability to balance routine municipal operations. As such, it has become necessary for the City to maintain qualified legislative consultant(s) to leverage their extensive networks and gain support for City policies and projects that will enhance quality of life. Prior to the expiration of CPPG’s PSA, Staff issued an RFP (Attachment 3) on January 17, 2025 to identify one or more qualified consultants to advocate on the City’s behalf in Sacramento and particularly in Washington D.C., which has become critical as the City engages more heavily with Federal legislators, Federal Emergency Management Agency (FEMA) and other agencies that may be able to provide additional resources for the landslide and priority projects such as a new Emergency Operations Center. At the direction of the City, the selected Consultant would perform legislative analysis and advocacy, develop a strategic funding plan for its priorities, conduct monthly briefings and regular updates, prepare position letters and draft legislative language, engage with legislators and coordinate meetings, and other advocacy activities as needed. The City received a total of 7 proposals through the RFP process: For Federal Services (only) o Carpi and Clay o David Turch and Associates o Kiley and Associates o Mercury Public Affairs o HROD dba MMO Partners o Thorn Run For State and Federal Services o Townsend Public Affairs For State Services (only) o None All seven firms interviewed with the City Manager, Deputy City Manager, and Senior Management Analyst, who identified MMO, Kiley and Associates, and Townsend Public Affairs as the most qualified firms and invited them for a second interview with the Legislative Subcommittee comprised of Mayor Bradley and Mayor Pro Tem Seo. (Due to scheduling conflicts, Mayor Pro Tem Seo was not able to participate but provided his feedback separately.) Following careful review and consideration of the City’s needs at this time, both Staff and the Subcommittee recommend awarding a PSA to Kiley and Associates to provide Federal legislative services for a one-year term, with the option to renew for two one-year terms. The 2 total not-to-exceed cost is $48,000 per year for the first two years (Attachment 1). A PSA with Kiley and Associates will allow the City to have a dedicated advocate in Washington, D.C. who can leverage their existing relationships and resources on the City’s behalf. Kiley and Associates was established in 2009 and has 20 California clients including the cities of Carson, South Gate, Lomita, Lakewood and Lynwood. Kiley and Associates has briefly provided no-cost consultation on the landslide and EOC projects and can immediately begin working on an advocacy and funding plan for these two priority projects, in addition to other needs. Regarding State legislative services, both the City Council and Staff have established strong relationships with State legislators and agencies over the past several years and are able to reach out to them to advocate for the City’s priorities as needed. As such, Staff recommends not awarding a separate contract for State services at this time. Should the need arise, the City may reissue an RFP for State services. ALTERNATIVES: In addition to the Staff recommendation, the following alternative actions are available for the City Council’s consideration: 1. Direct Staff to re-solicit proposals. 2. Take other action, as deemed appropriate. 3 01203.0001/267879.5 1 CITY OF RANCHO PALOS VERDES PROFESSIONAL SERVICES AGREEMENT FOR FEDERAL LEGISLATIVE SERVICES THIS PROFESSIONAL SERVICES AGREEMENT (herein “Agreement”) is made and entered into on ___________________, 2025, by and between the CITY OF RANCHO PALOS VERDES, a municipal corporation (“City”) and Kiley & Associates, LLC, a limited liability corporation (“Consultant”). NOW, THEREFORE, the parties hereto agree as follows: 1. SERVICES OF CONSULTANT 1.1 Scope of Services. In compliance with all of the terms and conditions of this Agreement, the Consultant shall perform the work or services set forth in the “Scope of Services” attached hereto as Exhibit “A” and incorporated herein by reference. Consultant warrants that it has the experience and ability to perform all work and services required hereunder and that it shall diligently perform such work and services in a professional and satisfactory manner. 1.2 Compliance With Law. All work and services rendered hereunder shall be provided in accordance with all ordinances, resolutions, statutes, rules, and regulations of the City and any Federal, State or local governmental agency of competent jurisdiction. 1.3 California Labor Law. If the Scope of Services includes any “public work” or “maintenance work,” as those terms are defined in California Labor Code section 1720 et seq. and California Code of Regulations, Title 8, Section 16000 et seq., and if the total compensation is $1,000 or more, Consultant shall pay prevailing wages for such work and comply with the requirements in California Labor Code section 1770 et seq. and 1810 et seq., and all other applicable laws. 1.4 Licenses, Permits, Fees and Assessments. Consultant shall obtain at its sole cost and expense such licenses, permits, and approvals as may be required by law for the performance of the services required by the Agreement. 1.5 Special Requirements. Additional terms and conditions of this Agreement, if any, which are made a part hereof are set forth in the “Special Requirements” attached hereto as Exhibit “B” and incorporated herein by this reference. In the event of a conflict between the provisions of Exhibit “B” and any other provisions of this Agreement, the provisions of Exhibit “B” shall govern. 2. COMPENSATION 2.1 Contract Sum. For the services rendered pursuant to this Agreement, Consultant shall be compensated in accordance with the “Schedule of Compensation” attached hereto as Exhibit “C” and incorporated herein by this reference, but not exceeding the maximum contract amount of $48,000.00 (Forty-eight Thousand Dollars) per year (“Contract Sum”). A-1 2 01203.0001/267879.5 2.2 Invoices. Each month, Consultant shall furnish to City an original invoice for all work performed and expenses incurred during the preceding month in a form approved by City’s Director of Finance. By submitting an invoice for payment under this Agreement, Consultant is certifying compliance with all provisions of the Agreement. The invoice shall contain all information specified in Exhibit “C” and shall detail charges for all necessary and actual expenses by the following categories: labor (by sub-category), travel, materials, equipment, supplies, and sub-contractor contracts. Sub-contractor charges shall also be detailed by such categories. Consultant shall not invoice City for any duplicate services performed by more than one person. City shall independently review each invoice submitted by the Consultant to determine whether the work performed and expenses incurred are in compliance with the provisions of this Agreement. Except as to any charges for work performed or expenses incurred by Consultant which are disputed by City, City will use its best efforts to cause Consultant to be paid within forty five (45) days of receipt of Consultant’s correct and undisputed invoice; however, Consultant acknowledges and agrees that due to City warrant run procedures, the City cannot guarantee that payment will occur within this time period. In the event any charges or expenses are disputed by City, the original invoice shall be returned by City to Consultant for correction and resubmission. Review and payment by the City of any invoice provided by the Consultant shall not constitute a waiver of any rights or remedies provided herein or any applicable law. 2.3 Additional Services. City shall have the right at any time during the performance of the services, without invalidating this Agreement, to order extra work beyond that specified in the Scope of Services or make changes by altering, adding to or deducting from said work. No such extra work may be undertaken unless a written order is first given by the Contract Officer to the Consultant, incorporating therein any adjustment in (i) the Contract Sum for the actual cost of the extra work, and/or (ii) the time to perform this Agreement, which said adjustments are subject to the written approval of the Consultant. Any increase in compensation of up to ten percent (10%) of the Contract Sum but not exceeding a total contract amount of Five Thousand Dollars ($5,000) or in the time to perform of up to sixty (60) days may be approved by the Contract Officer. Any greater increases, taken either separately or cumulatively, must be approved by the City Council. No claim for an increase in the Contract Sum or time for performance shall be valid unless the procedures established in this Section are followed. 3. PERFORMANCE SCHEDULE 3.1 Time of Essence. Time is of the essence in the performance of this Agreement. 3.2 Schedule of Performance. Consultant shall commence the services pursuant to this Agreement upon receipt of a written notice to proceed and shall perform all services within the time period(s) established in the “Schedule of Performance” attached hereto as Exhibit “D” and incorporated herein by this reference. When requested by the Consultant, extensions to the time period(s) specified in the Schedule of Performance may be approved in writing by the Contract Officer but not exceeding thirty (30) days cumulatively. 3.3 Force Majeure. The time period(s) specified in the Schedule of Performance for performance of the services rendered pursuant to this Agreement shall be extended because of any delays due to unforeseeable causes beyond the control and without the A-2 3 01203.0001/267879.5 fault or negligence of the Consultant, including, but not restricted to, acts of God or of the public enemy, unusually severe weather, fires, earthquakes, floods, epidemics, quarantine restrictions, riots, strikes, freight embargoes, wars, litigation, and/or acts of any governmental agency, including the City, if the Consultant shall within ten (10) days of the commencement of such delay notify the con Officer in writing of the causes of the delay. The Contract Officer shall ascertain the facts and the extent of delay and extend the time for performing the services for the period of the enforced delay when and if in the judgment of the Contract Officer such delay is justified. The Contract Officer’s determination shall be final and conclusive upon the parties to this Agreement. In no event shall Consultant be entitled to recover damages against the City for any delay in the performance of this Agreement, however caused, Consultant’s sole remedy being extension of the Agreement pursuant to this Section. 3.4 Term. Unless earlier terminated in accordance with Article 7 of this Agreement, this Agreement shall continue in full force and effect until completion of the services but not exceeding one (1) year from the date hereof, except as otherwise provided in the Schedule of Performance (Exhibit “D”). [The City may, in its sole discretion, extend the Term for up to two (2) additional one-year terms.] 4. COORDINATION OF WORK 4.1 Representative of Consultant. Gregory T. Kiley (President) is hereby designated as being the representative of Consultant authorized to act on its behalf with respect to the work and services specified herein and make all decisions in connection therewith. All personnel of Consultant and any authorized agents shall be under the exclusive direction of the representative of Consultant. Consultant shall utilize only competent personnel to perform services pursuant to this Agreement. Consultant shall make every reasonable effort to maintain the stability and continuity of Consultant’s staff and subcontractors and shall keep City informed of any changes. 4.2 Contract Officer. Catherine Jun (Deputy City Manager) [or such person as may be designated by the City Manager] is hereby designated as being the representative the City authorized to act in its behalf with respect to the work and services specified herein and to make all decisions in connection therewith (“Contract Officer”). 4.3 Prohibition Against Assignment. Consultant shall not contract with any entity to perform in whole or in part the work or services required hereunder without the express written approval of the City. Neither this Agreement nor any interest herein may be assigned or transferred, voluntarily or by operation of law, without the prior written approval of City. Any such prohibited assignment or transfer shall be void. 4.4 Independent Consultant. Neither the City nor any of its employees shall have any control over the manner, mode or means by which Consultant, its agents or employees, perform the services required herein, except as otherwise set forth. Consultant shall perform all services required herein as an independent contractor of City with only such obligations as are consistent with that role. Consultant shall not at any time or in any manner represent that it or any of its agents or employees are agents or employees of City, or that it is a member of a joint enterprise with City. / / / A-3 4 01203.0001/267879.5 5. INSURANCE AND INDEMNIFICATION 5.1 Insurance Coverages. Without limiting Consultant’s indemnification of City, and prior to commencement of any services under this Agreement, Consultant shall obtain, provide and maintain at its own expense during the term of this Agreement, policies of insurance of the type and amounts described below and in a form satisfactory to City. (a) 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. (b) Automobile liability insurance. Consultant shall maintain automobile insurance at least as broad as Insurance Services Office form CA 00 01 covering bodily injury and property damage for all activities of the Consultant arising out of or in connection with Services to be performed under this Agreement, including coverage for any owned, hired, non-owned or rented vehicles, in an amount not less than $1,000,000 combined single limit for each accident. (c) Professional liability (errors & omissions) insurance. Consultant shall maintain professional liability insurance that covers the Services to be performed in connection with this Agreement, in the minimum amount of $1,000,000 per claim and in the aggregate. Any policy inception date, continuity date, or retroactive date must be before the effective date of this Agreement and Consultant agrees to maintain continuous coverage through a period no less than three (3) years after completion of the services required by this Agreement. (d) Workers’ compensation insurance. Consultant shall maintain Workers’ Compensation Insurance (Statutory Limits) and Employer’s Liability Insurance (with limits of at least $1,000,000). (e) Subcontractors. Consultant shall include all subcontractors as insureds under its policies or shall furnish separate certificates and certified endorsements for each subcontractor. All coverages for subcontractors shall include all of the requirements stated herein. (f) Additional Insurance. Policies of such other insurance, as may be required in the Special Requirements in Exhibit “B”. 5.2 General Insurance Requirements. (a) Proof of insurance. Consultant shall provide certificates of insurance to City as evidence of the insurance coverage required herein, along with a waiver of subrogation endorsement for workers’ compensation. Insurance certificates and endorsements must be approved by City’s Risk Manager prior to commencement of performance. Current certification of insurance shall be kept on file with City at all times during the term of this Agreement. City reserves the right to require complete, certified copies of all required insurance policies, at any time. A-4 5 01203.0001/267879.5 (b) Duration of coverage. Consultant shall procure and maintain for the duration of this Agreement insurance against claims for injuries to persons or damages to property, which may arise from or in connection with the performance of the Services hereunder by Consultant, its agents, representatives, employees or subconsultants. (c) Primary/noncontributing. Coverage provided by Consultant shall be primary and any insurance or self-insurance procured or maintained by City shall not be required to contribute with it. The limits of insurance required herein may be satisfied by a combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and non- contributory basis for the benefit of City before the City’s own insurance or self-insurance shall be called upon to protect it as a named insured. (d) City’s rights of enforcement. In the event any policy of insurance required under this Agreement does not comply with these specifications or is canceled and not replaced, City has the right but not the duty to obtain the insurance it deems necessary and any premium paid by City will be promptly reimbursed by Consultant or City will withhold amounts sufficient to pay premium from Consultant payments. In the alternative, City may cancel this Agreement. (e) Acceptable insurers. All insurance policies shall be issued by an insurance company currently authorized by the Insurance Commissioner to transact business of insurance or that is on the List of Approved Surplus Line Insurers in the State of California, with an assigned policyholders’ Rating of A- (or higher) and Financial Size Category Class VI (or larger) in accordance with the latest edition of Best’s Key Rating Guide, unless otherwise approved by the City’s Risk Manager. (f) Waiver of subrogation. All insurance coverage maintained or procured pursuant to this agreement shall be endorsed to waive subrogation against City, its elected or appointed officers, agents, officials, employees and volunteers or shall specifically allow Consultant or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. Consultant hereby waives its own right of recovery against City and shall require similar written express waivers and insurance clauses from each of its subconsultants. (g) Enforcement of contract provisions (non-estoppel). Consultant acknowledges and agrees that any actual or alleged failure on the part of the City to inform Consultant of non-compliance with any requirement imposes no additional obligations on the City nor does it waive any rights hereunder. (h) Requirements not limiting. Requirements of specific coverage features or limits contained in this section are not intended as a limitation on coverage, limits or other requirements, or a waiver of any coverage normally provided by any insurance. Specific reference to a given coverage feature is for purposes of clarification only as it pertains to a given issue and is not intended by any party or insured to be all inclusive, or to the exclusion of other coverage, or a waiver of any type. If the Consultant maintains higher limits than the minimums shown above, the City requires and shall be entitled to coverage for the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City. A-5 6 01203.0001/267879.5 (i) Notice of cancellation. Consultant agrees to oblige its insurance agent or broker and insurers to provide to City with a thirty (30) day notice of cancellation (except for nonpayment for which a ten (10) day notice is required) or nonrenewal of coverage for each required coverage. (j) Additional insured status. General liability policies shall provide or be endorsed to provide that City and its officers, officials, employees, and agents, and volunteers shall be additional insureds under such policies. This provision shall also apply to any excess/umbrella liability policies. (k) Prohibition of undisclosed coverage limitations. 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. (l) Separation of insureds. A severability of interests provision must apply for all additional insureds ensuring that Consultant’s insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the insurer’s limits of liability. The policy(ies) shall not contain any cross-liability exclusions. (m) Pass through clause. Consultant agrees to ensure that its subconsultants, 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 and endorsements 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 consultants, subcontractors, and others engaged in the project will be submitted to City for review. (n) Agency’s right to revise specifications. 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 and Consultant may renegotiate Consultant’s compensation. (o) Self-insured retentions. Any self-insured retentions must be declared to and approved by City. City reserves the right to require that self-insured retentions be eliminated, lowered, or replaced by a deductible. Self-insurance will not be considered to comply with these specifications unless approved by City. (p) Timely notice of claims. Consultant shall give City prompt and timely notice of claims made or suits instituted that arise out of or result from Consultant’s performance under this Agreement, and that involve or may involve coverage under any of the required liability policies. (q) Additional insurance. Consultant shall also procure and maintain, at its own cost and expense, any additional kinds of insurance, which in its own judgment may be necessary for its proper protection and prosecution of the work. 5.3 Indemnification. To the full extent permitted by law, Consultant agrees to indemnify, defend and hold harmless the City, its officers, employees and agents (“Indemnified A-6 7 01203.0001/267879.5 Parties”) against, and will hold and save them and each of them harmless from, any and all actions, either judicial, administrative, arbitration or regulatory claims, damages to persons or property, losses, costs, penalties, obligations, errors, omissions or liabilities whether actual or threatened that may be asserted or claimed by any person, firm or entity arising out of or in connection with the negligent performance of the work, operations or activities provided herein of Consultant, its officers, employees, agents, subcontractors, invitees, or any individual or entity for which Consultant is legally liable (collectively, “Indemnitors”), or arising from Indemnitors’ reckless or willful misconduct, or arising from Indemnitors’ negligent performance of or failure to perform any term, provision, covenant or condition of this Agreement, except claims or liabilities occurring as a result of Indemnified Parties’ sole negligence or willful acts or omissions. The indemnity obligation shall be binding on successors and assigns of Indemnitors and shall survive termination of this Agreement. 6. RECORDS, REPORTS, AND RELEASE OF INFORMATION 6.1 Records. Consultant shall keep, and require subcontractors to keep, such ledgers, books of accounts, invoices, vouchers, canceled checks, reports, studies or other documents relating to the disbursements charged to City and services performed hereunder (the “books and records”), as shall be necessary to perform the services required by this Agreement and enable the Contract Officer to evaluate the performance of such services and shall keep such records for a period of three years following completion of the services hereunder. The Contract Officer shall have full and free access to such books and records at all times during normal business hours of City, including the right to inspect, copy, audit and make records and transcripts from such records. 6.2 Reports. Consultant shall periodically prepare and submit to the Contract Officer such reports concerning the performance of the services required by this Agreement or as the Contract Officer shall require. 6.3 Confidentiality and Release of Information. (a) All information gained or work product produced by Consultant in performance of this Agreement shall be considered confidential, unless such information is in the public domain or already known to Consultant. Consultant shall not release or disclose any such information or work product to persons or entities other than the City without prior written authorization from the Contract Officer. (b) Consultant shall not, without prior written authorization from the Contract Officer or unless requested by the City Attorney, voluntarily provide documents, declarations, letters of support, testimony at depositions, response to interrogatories or other information concerning the work performed under this Agreement. Response to a subpoena or court order shall not be considered “voluntary” provided Consultant gives the City notice of such court order or subpoena. (c) If Consultant provides any information or work product in violation of this Agreement, then the City shall have the right to reimbursement and indemnity from Consultant for any damages, costs and fees, including attorney’s fees, caused by or incurred as a result of Consultant’s conduct. A-7 8 01203.0001/267879.5 (d) Consultant shall promptly notify the City should Consultant be served with any summons, complaint, subpoena, notice of deposition, request for documents, interrogatories, request for admissions or other discovery request, court order or subpoena from any party regarding this Agreement and the work performed thereunder. The City retains the right, but has no obligation, to represent Consultant or be present at any deposition, hearing or similar proceeding. Consultant agrees to cooperate fully with the City and to provide the City with the opportunity to review any response to discovery requests provided by Consultant. 6.4 Ownership of Documents. All studies, surveys, data, notes, computer files, reports, records, drawings, specifications, maps, designs, photographs, documents and other materials (the “documents and materials”) prepared by Consultant in the performance of this Agreement shall be the property of the City and shall be delivered to the City upon request of the Contract Officer or upon the termination of this Agreement, and Consultant shall have no claim for further employment or additional compensation as a result of the exercise by the City of its full rights of ownership use, reuse, or assignment of the documents and materials hereunder. Moreover, Consultant with respect to any documents and materials that may qualify as “works made for hire” as defined in 17 U.S.C. § 101, such documents and materials are hereby deemed “works made for hire” for the City. 7. ENFORCEMENT OF AGREEMENT AND TERMINATION 7.1 California Law. This Agreement shall be interpreted, construed and governed both as to validity and to performance of the parties in accordance with the laws of the State of California. Legal actions concerning any dispute, claim or matter arising out of or in relation to this Agreement shall be instituted in the Superior Court of the County of Los Angeles, State of California. In the event of litigation in a U.S. District Court, venue shall lie exclusively in the Central District of California, in the County of Los Angeles, State of California. 7.2 Disputes; Default. In the event that Consultant is in default under the terms of this Agreement, the City shall not have any obligation or duty to continue compensating Consultant for any work performed after the date of default. Instead, the City may give notice to Consultant of the default and the reasons for the default. The notice shall include the timeframe in which Consultant may cure the default. This timeframe is presumptively thirty (30) days, but may be extended, if circumstances warrant. During the period of time that Consultant is in default, the City shall hold all invoices and shall, when the default is cured, proceed with payment on the invoices. If Consultant does not cure the default, the City may take necessary steps to terminate this Agreement under this Article. 7.3 Legal Action. In addition to any other rights or remedies, either party may take legal action, in law or in equity, to cure, correct or remedy any default, to recover damages for any default, to compel specific performance of this Agreement, to obtain declaratory or injunctive relief, or to obtain any other remedy consistent with the purposes of this Agreement. Notwithstanding any contrary provision herein, Consultant shall file a statutory claim pursuant to Government Code Sections 905 et. seq. and 910 et. seq., in order to pursue any legal action under this Agreement. Except with respect to rights and remedies expressly declared to be exclusive in this Agreement, the rights and remedies of the parties are cumulative and the exercise by either party of one or more of such rights or remedies shall not preclude the exercise by it, at the same or A-8 9 01203.0001/267879.5 different times, of any other rights or remedies for the same default or any other default by the other party. 7.4 Termination Prior to Expiration of Term. This Section shall govern any termination of this Contract except as specifically provided in the following Section for termination for cause. The City reserves the right to terminate this Contract at any time, with or without cause, upon fifteen (15) days’ written notice to Consultant, except that where termination is due to the fault of the Consultant, the period of notice may be such shorter time as may be determined by the Contract Officer. In addition, the Consultant reserves the right to terminate this Contract at any time, with or without cause, upon sixty (60) days’ written notice to City, except that where termination is due to the fault of the City, the period of notice may be such shorter time as the Consultant may determine. Upon receipt of any notice of termination, Consultant shall immediately cease all services hereunder except such as may be specifically approved by the Contract Officer. Except where the Consultant has initiated termination, the Consultant shall be entitled to compensation for all services rendered prior to the effective date of the notice of termination and for any services authorized by the Contract Officer thereafter in accordance with the Schedule of Compensation or such as may be approved by the Contract Officer. In the event the Consultant has initiated termination, the Consultant shall be entitled to compensation only for the reasonable value of the work product actually produced hereunder, but not exceeding the compensation provided therefore in the Schedule of Compensation Exhibit “C”. In the event of termination without cause pursuant to this Section, the terminating party need not provide the non- terminating party with the opportunity to cure pursuant to Section 7.2. 7.5 Termination for Default of Consultant. If termination is due to the failure of the Consultant to fulfill its obligations under this Agreement, City may, after compliance with the provisions of Section 7.2, take over the work and prosecute the same to completion by contract or otherwise, and the Consultant shall be liable to the extent that the total cost for completion of the services required hereunder exceeds the compensation herein stipulated (provided that the City shall use reasonable efforts to mitigate such damages), and City may withhold any payments to the Consultant for the purpose of set-off or partial payment of the amounts owed the City as previously stated. 8. MISCELLANEOUS 8.1 Covenant Against Discrimination. Consultant covenants that, by and for itself, its heirs, executors, assigns and all persons claiming under or through them, that there shall be no discrimination against or segregation of, any person or group of persons on account of race, color, creed, religion, sex, gender, sexual orientation, marital status, national origin, ancestry, or other protected class in the performance of this Agreement. Consultant shall take affirmative action to ensure that applicants are employed and that employees are treated during employment without regard to their race, color, creed, religion, sex, gender, sexual orientation, marital status, national origin, ancestry, or other protected class 8.2 Non-liability of City Officers and Employees. No officer or employee of the City shall be personally liable to the Consultant, or any successor in interest, in the event of any default or breach by the City or for any amount, which may become due to the Consultant or to its successor, or for breach of any obligation of the terms of this Agreement. A-9 10 01203.0001/267879.5 8.3 Notice. Any notice, demand, request, document, consent, approval, or communication either party desires or is required to give to the other party or any other person shall be in writing and either served personally or sent by prepaid, first-class mail, in the case of the City, to the City Manager and to the attention of the Contract Officer (with her/his name and City title), City of Rancho Palos Verdes, 30940 Hawthorne Boulevard, California 90275, and in the case of the Consultant, to the person(s) at the address designated on the execution page of this Agreement. Either party may change its address by notifying the other party of the change of address in writing. Notice shall be deemed communicated at the time personally delivered or in seventy-two (72) hours from the time of mailing if mailed as provided in this Section. 8.4 Integration; Amendment. It is understood that there are no oral agreements between the parties hereto affecting this Agreement and this Agreement supersedes and cancels any and all previous negotiations, arrangements, agreements and understandings, if any, between the parties, and none shall be used to interpret this Agreement. This Agreement may be amended at any time by the mutual consent of the parties by an instrument in writing. 8.5 Severability. In the event that part of this Agreement shall be declared invalid or unenforceable by a valid judgment or decree of a court of competent jurisdiction, such invalidity or unenforceability shall not affect any of the remaining portions of this Agreement which are hereby declared as severable and shall be interpreted to carry out the intent of the parties hereunder unless the invalid provision is so material that its invalidity deprives either party of the basic benefit of their bargain or renders this Agreement meaningless. 8.6 Waiver. No delay or omission in the exercise of any right or remedy by non-defaulting party on any default shall impair such right or remedy or be construed as a waiver. A party’s consent to or approval of any act by the other party requiring the party’s consent or approval shall not be deemed to waive or render unnecessary the other party’s consent to or approval of any subsequent act. Any waiver by either party of any default must be in writing and shall not be a waiver of any other default concerning the same or any other provision of this Agreement. 8.7 Attorneys’ Fees. If either party to this Agreement is required to initiate or defend or made a party to any action or proceeding in any way connected with this Agreement, the prevailing party in such action or proceeding, in addition to any other relief which may be granted, whether legal or equitable, shall be entitled to reasonable attorney’s fees, whether or not the matter proceeds to judgment. 8.8 Interpretation. The terms of this Agreement shall be construed in accordance with the meaning of the language used and shall not be construed for or against either party by reason of the authorship of this Agreement or any other rule of construction which might otherwise apply. 8.9 Counterparts. This Agreement may be executed in counterparts, each of which shall be deemed to be an original, and such counterparts shall constitute one and the same instrument. 8.10 Warranty & Representation of Non-Collusion. No official, officer, or employee of City has any financial interest, direct or indirect, in this Agreement, nor shall any official, officer, or employee of City participate in any decision relating to this Agreement which A-10 11 01203.0001/267879.5 may affect his/her financial interest or the financial interest of any corporation, partnership, or association in which (s)he is directly or indirectly interested, or in violation of any corporation, partnership, or association in which (s)he is directly or indirectly interested, or in violation of any State or municipal statute or regulation. The determination of “financial interest” shall be consistent with State law and shall not include interests found to be “remote” or “noninterests” pursuant to Government Code Sections 1091 or 1091.5. Consultant warrants and represents that it has not paid or given, and will not pay or give, to any third party including, but not limited to, any City official, officer, or employee, any money, consideration, or other thing of value as a result or consequence of obtaining or being awarded any agreement. Consultant further warrants and represents that (s)he/it has not engaged in any act(s), omission(s), or other conduct or collusion that would result in the payment of any money, consideration, or other thing of value to any third party including, but not limited to, any City official, officer, or employee, as a result of consequence of obtaining or being awarded any agreement. Consultant is aware of and understands that any such act(s), omission(s) or other conduct resulting in such payment of money, consideration, or other thing of value will render this Agreement void and of no force or effect. Consultant’s Authorized Initials _______ 8.11 Corporate Authority. The persons executing this Agreement on behalf of the parties hereto warrant that (i) such party is duly organized and existing, (ii) they are duly authorized to execute and deliver this Agreement on behalf of said party, (iii) by so executing this Agreement, such party is formally bound to the provisions of this Agreement, and (iv) the entering into this Agreement does not violate any provision of any other Agreement to which said party is bound. This Agreement shall be binding upon the heirs, executors, administrators, successors and assigns of the parties. [Signatures On The Following Page] A-11 12 01203.0001/267879.5 IN WITNESS WHEREOF, the parties hereto have executed this Agreement on the date and year first-above written. CITY: CITY OF RANCHO PALOS VERDES, a municipal corporation Ara M. Mihranian, City Manager ATTEST: Teresa Takaoka, City Clerk APPROVED AS TO FORM: ALESHIRE & WYNDER, LLP William Wynder, City Attorney CONSULTANT: By: Name: Gregory T. Kiley Title: President Address: 636 North Carolina Ave SE Washington, DC 20003 Two corporate officer signatures required when Consultant is a corporation, with one signature required from each of the following groups: 1) Chairman of the Board, President or any Vice President; and 2) Secretary, any Assistant Secretary, Chief Financial Officer or any Assistant Treasurer. CONSULTANT’S SIGNATURES SHALL BE DULY NOTARIZED, AND APPROPRIATE ATTESTATIONS SHALL BE INCLUDED AS MAY BE REQUIRED BY THE BYLAWS, ARTICLES OF INCORPORATION, OR OTHER RULES OR REGULATIONS APPLICABLE TO CONSULTANT’S BUSINESS ENTITY. A-12 01203.0001/267879.5 CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT STATE OF CALIFORNIA COUNTY OF LOS ANGELES On __________, 2024 before me, ________________, personally appeared ________________, proved to me on the basis of satisfactory evidence to be the person(s) whose names(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument. I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct. WITNESS my hand and official seal. Signature: _____________________________________ OPTIONAL Though the data below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent reattachment of this form. CAPACITY CLAIMED BY SIGNER DESCRIPTION OF ATTACHED DOCUMENT INDIVIDUAL CORPORATE OFFICER _______________________________ TITLE(S) PARTNER(S) LIMITED GENERAL ATTORNEY-IN-FACT TRUSTEE(S) GUARDIAN/CONSERVATOR OTHER_______________________________ ______________________________________ SIGNER IS REPRESENTING: (NAME OF PERSON(S) OR ENTITY(IES)) _____________________________________________ _____________________________________________ ___________________________________ TITLE OR TYPE OF DOCUMENT ___________________________________ NUMBER OF PAGES ___________________________________ DATE OF DOCUMENT ___________________________________ SIGNER(S) OTHER THAN NAMED ABOVE A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy or validity of that document. A-13 01203.0001/267879.5 A-1 EXHIBIT “A” SCOPE OF SERVICES Consultant will perform the following services: 1. Legislative Analysis a. At the direction of the City, Consultant shall review proposed, introduced, and amended legislation and proposed and adopted administrative rules and regulations to identify and report on matters potentially affecting the City on a monthly basis; provide more frequent reports as needed. b. Work with the City Council, the City Manager, and other designated City staff to provide strategic advice and establish legislative positions and priorities that will benefit the City. c. Present legislative issues to the City Council for policy direction. d. Monitor agency rulemaking and notify the City of potential impacts. e. Coordinate with City staff to prepare the annual Legislative Platform for City Council consideration and formal adoption. 2. Legislative Advocacy a. At the direction of the City, Consultant shall identify opportunities for City officials to participate in the legislative process and make recommendations. Those opportunities include, but are not limited to, communication with members of U.S. Congress and State Congress, providing testimony at legislative hearings, and communication with federal or state agencies. b. Work with legislators for bill authorization and follow appropriations as they concern the City. c. Influence authors and sponsors of bills to resolve concerns or stop bills where resolution is not possible. d. Foster relationships with legislators and administration officials: make meeting recommendations, schedule arrangements, and strategize on messaging. 3. Financial Support and Grant Applications a. At the direction of the City, Consultant shall develop a strategic federal or state funding plan, coordinating with City staff and departments to develop a comprehensive strategy that helps achieve the City’s priorities, with a heavy focus on funding to mitigate the Greater Portuguese Bend Landslide. The plan shall identify City projects and outline and prioritize multiple funding opportunities for each project and evaluate the cost-benefit ratio for each opportunity. Consultant shall layout a clear plan to identify and secure funding from the State and Federal governments for the landslide. b. Provide meeting opportunities for City staff to discuss potential grant/funding opportunities and guide them through the application process. c. Monitor and report on the federal or state budget and work to secure funding when appropriate on projects beneficial to City’s interests. d. Support City grant activity, including identifying, researching, monitoring and applying for funding opportunities, facilitating communication with Federal/State agencies, and advocating for support of the application from legislators and key stakeholders. A-14 01203.0001/267879.5 e. Provide grant writing, as needed, and follow through monitoring of grant conditions and requirements. 4. Communication a. Consultant shall regularly communicate with the City via monthly briefings with staff and briefings as needed with the Council Subcommittee. Provide weekly and monthly reports on status of legislation and other related updates, and other reports as needed. b. Provide regular updates on the political landscape in Sacramento and Washington D.C. to help provide context and identify opportunities and potential issues. At a minimum, provide monthly reports of activities pursued or accomplished on behalf of the City. c. Prepare position letters, draft legislative language and talking points on legislative, budgetary, and regulatory issues as necessary. 5. Capitol Asset a. Consultant shall establish effective working relationships between City representatives and legislative persons at all levels of government, including chairs and consultants of key committees, chiefs of staff, and other policymakers. b. Recommend and coordinate meetings for City officials and members of Congress and their staff, the executive branch, Federal/State agencies and other key stakeholders to advocate for City priorities. 6. FPPC Filings a. Consultant shall prepare and file all applicable Fair Political Practices Commission lobbying documents and reports within all applicable deadlines, per the provisions of the Political Reform Act of 1974 as amended. Provide the City notification of any changes or modifications that may be present. 7. Ethics and Conflicts of Interest a. Consultant shall conduct business in such a manner as to foster public confidence in the integrity of City programming and activities. b. Consultant shall not solicit, demand, accept or agree to accept from any other person a gratuity or benefit in connection with the Agreement. c. Consultant shall comply with the Levine Act, Section 84308 of the Government Code, disclose on the record of the proceeding any contribution in an amount of more than two hundred fifty dollars ($250) made within the preceding 12 months by the party or the party’s agent to any elected or appointed officer of the City. All work product is subject to review and acceptance by the City and must be revised by the Consultant without additional charge to the City until found satisfactory and accepted by City. Consultant will utilize the following personnel to accomplish the Scope of Services: Gregory T. Kiley, Jayson Braude, Kimberly VanWyhe A-15 01203.0001/267879.5 B-1 EXHIBIT “B” SPECIAL REQUIREMENTS (Superseding Contract Boilerplate) Section 5.1(b) Automobile liability insurance is amended as follows: (b) Automobile liability insurance: Consultant shall maintain automobile insurance at least as broad as Insurance Services Office form CA 00 01 covering bodily injury and property damage for all activities of the Consultant arising out of or in connection with Services to be performed under this Agreement, including coverage for any owned, hired, non-owned or rented vehicles, in an amount not less than $1,000,000 combined single limit for each accident. Should the Consultant own any vehicles used to provide the aforementioned Services, Consultant will provide proof of automobile license to cover that vehicle in accordance with the terms listed above. Section 5.1(d) Workers’ Compensation insurance is amended as follows: (d) Workers’ compensation insurance. Consultant represents and warrants that he does not have any employees. Should the Consultant hire any employees during the course of this Agreement, the Consultant will provide proof of and maintain required Consultant shall maintain Workers’ Compensation Insurance (Statutory Limits) and Employer’s Liability Insurance (with limits of at least $1,000,000) within three (3) business days. A-16 D-1 01203.0001/267879.5 EXHIBIT “C” SCHEDULE OF COMPENSATION I. Consultant shall perform the following Services at the following rates: A monthly retainer of $4,000 per month, not to exceed $48,000 per year. The monthly retainer will be paid by the City following the satisfactory completion of work each month. II. The City will compensate Consultant for the Services performed upon submission of a valid invoice. Each invoice is to include: A. Line items for all the work performed. B. Line items for all materials and equipment properly charged to the Services. C. Line items for all other approved reimbursable expenses claimed, with supporting documentation. D. Line items for all approved subcontractor labor, supplies, equipment, materials, and travel properly charged to the Services. III. The total compensation for the Services shall not exceed the Contract Sum as provided in Section 2.1 of this Agreement. A-17 01203.0001/267879.5 EXHIBIT “D” SCHEDULE OF PERFORMANCE I. Consultant shall perform all services, timely and as requested by the City, on a monthly basis. II. The Contract Officer may approve extensions for performance of the services in accordance with Section 3.2. A-18 Ci Submitted by: Kiley & Associates CITY OF RANCHO PALOS VERDES REQUEST FOR PROPOSAL STATE AND/OR FEDERAL LEGISLATIVE SERVICES B-1 1 Table of Contents A. Cover Letter 2 B. Firm Qualifications 3 I. Firm Overview and Examples of Recent Successes 3 ii. Staff Resumes and Backgrounds 6 iii. References_________________________________________________ 8 iv. Strategic Relationships 9 v. Conflicts of Interest_________________________ 9 vi. Grants and Completing a Grant Application_ ____ 10 vii. Modifications 10 C. Understanding of and Proposed Approach to the RFP Scope of Work 10 D. Pricing Proposal 13 E. Acceptance of Conditions 13 Appendix: Team Resumes 14 B-2 2 Kiley & Associates, LLC 636 North Carolina Ave SE Washington, DC 20003 February 7, 2025 Ms. Catherine Jun Deputy City Manager City of Rancho Palos Verdes 30940 Hawthorne Blvd. Rancho Palos Verdes, CA 90275 Re: Request for Proposals: State and/or Federal Legislative Services Dear Ms. Jun, Kiley & Associates is pleased to respond to the City of Rancho Palos Verdes’ Request for Proposal: State and/or Federal Legislative Services posted January 17, 2025. Founded in 2009, Kiley & Associates is a Federal legislative advisory and assistance services firm based in Washington, DC. Kiley & Associates provides legislative advocacy analyses for cities and special districts that delivers strategy from both an industry and government perspective through a solution-driven, tailored approach. We have a proven track record of successful engagement between local government, state and federal entities to achieve community goals. Our firm is extremely confident we meet all qualifications set forth in this RFP. In fact, we have been doing pro bono work on behalf of the City of Rancho Palos Verdes over the past few years and are very familiar with numerous issues impacting the City. We work very closely with the Offices of Congressman Ted Lieu, Supervisor Janice Hahn, United States Senator Alex Padilla, United States Senator Adam Schiff, Governor Gavin Newsom and the new Trump Administration. Our core federally-focused team—Gregory Kiley, Jayson Braude and Kimberly VanWyhe—are eager to discuss our capabilities, experience, and ability to support the City of Rancho Palos Verdes. Our team is prepared to jump in and contribute on day one. We stand ready to answer any questions you may have and look forward to further communications. Please feel free to contact me at (202) 544-6897 or gkiley@kileyassociates.org Very Respectfully, Gregory Kiley President Kiley & Associates, LLC B-3 3 B. Firm Qualifications i. Firm Overview and Recent Successes Kiley & Associates is a Limited Liability Corporation based in Washington, DC. We provide federal legislative advocacy services, strategic funding development planning, as well as White House, Congressional and federal government situational awareness. We help our clients identify and develop new opportunities, open doors and plan and implement strategies to secure sustained success. While our main focus is on federal issues, we have a vast network of contacts across the state of California, including at the county and local levels that sets our firm apart. We are proud that our clients think of us as an integral part of their organization, capable of delivering the services they need when they need them. We often think of our firm as an extension of city staff and an integral part of your Washington, DC team. We have an established, proven track record of navigating multi-agency, multi-dimensional, complex issues. Recent efforts include work on managing interrelations between municipalities and the federal government, infrastructure funding, the American Rescue Plan guidance, FEMA reimbursements and related natural disaster funding for cities, cyber threats to our nation’s infrastructure and electrical grid, environmental risks to public health, and Department of Defense engagement. Our team has strong ties at the federal level with both the legislative and executive branches. Every member of our team has developed professional working relationships with Republican and Democratic Members of the Senate and House, as well as with their personal staffs, and the staffs of key Senate and House committees. Further, we have key allies within the White House staff and across the Trump-Vance Administration. Under the first Trump Administration, Jayson Braude from our team worked with your former City Manager to help with the property deed restriction on former federal land issue involving City property just across from the civic center. Jayson’s efforts led to a high-level meeting with the City and the National Park Service which led to deed restrictions being lifted on land. This work was done pro bono by Jayson, and his pro bono work has continued over the last few years from organizing multiple high-level meetings and calls for the City with Governor Newsom’s Office, Congressman Lieu’s senior staff and also Southern California Edison. Kiley & Associates’ size, structure and personalized approach allows us to provide proactive, cost-effective representation to all our clients. 2019-2025. City of Carson, California. ● Provided guidance and counsel to the Mayor and City Council on various matters related to infrastructure funding for various city projects, including updates on federal policy and federal grant opportunities. ● Organized a Federal Small Business Administration virtual meeting to educate Carson business owners on the Paycheck Protection Program. B-4 4 ● Coordinated meetings between Carson Council members, the FAA, and the Long Beach Airport regarding noise complaints from residents. ● Facilitated meetings with FEMA and the United States Treasury to ensure Carson was receiving their fair share of the of municipal funding from the American Rescue Plan. ● Renewed the City’s relationship with United States Senator Alex Padilla and helped the City apply for earmarks and Community Improvement Projects (CIPs) with his office, which he sent to the Senate Appropriations committee for over four million dollars of funding within the City. ● Worked with the Federal Communications Commission to promote the Emergency Broadband Benefit to Carson residents, which will provide them up to $50 per month towards broadband service for eligible households and a one-time discount of up to $100 to purchase a computer or tablet. ● At the request of the City, approached the U.S. Postal Service in Washington, DC to investigate long running postal problems within the City of Carson with a goal to improve mail service for Carson residents. ● Worked with the City to explore renewable energy opportunities, including electric vehicle charging throughout Carson and solar power at City Hall and other City owned buildings. ● Brought in the U.S. Army Corps of Engineers and the U.S. Environmental Protection Agency to help the City with the problem at the Domínguez Channel. ● Helped the City secure a $2 million federal earmark from their Congressmember for an infrastructure project at Carson Veterans Park. ● Planned high level meetings for the Mayor when she visited Washington, DC with the White House, House Appropriations Committee, United Senators and other key stakeholders. 2019-2025. City of South Gate, California. ● Developed a federal funding and policy agenda for the Mayor, Council and City department heads. Created federal government agendas and provided federal outreach and funding opportunities. Provide the City with relevant hearing schedules and grant announcements. ● Arranged for City officials to meet with federal officials on the COVID-19 Funeral Assistance program which provided thousands of dollars for families in the City who lost a loved one. B-5 5 ● Provided the City with Congressional and White House updates detailing legislative action in Washington. ● Initiated a dialogue for the City with Union Pacific Railroad regarding trash and homelessness along a neglected rail line. ● Worked with the City to secure earmarks for $1.5 million in road improvements to Garfield Avenue, of which Congresswoman Barragán submitted to the House Committee on Transportation and Infrastructure for approval. ● Worked with South Gate, Los Angeles County Metro, and Congress for millions of dollars in funding for the West Santa Ana Branch light rail line. Started a dialogue between the City and the office of recently appointed United States Senator Alex Padilla. ● Worked with the City and the EPA to keep the South Gate Superfund sites at the forefront of the agencies’ federal priorities. ● Worked closely with the City and federal officials after the January 2020 Delta Airlines Fuel Release over Southeast Los Angeles. Facilitated a Zoom call between the White House and the City of South Gate. South Gate Councilwoman Denise Diaz also participated on this extremely informative and crucial White House conversation with Intergovernmental Affairs Director Eduardo Cisneros. ● Engaged with the United States Conference of Mayors, providing South Gate a seat at the table for numerous federal decisions. ● Helped the City secure an earmark for $1 million that the Congresswoman submitted to the House Appropriations Committee for drinking water improvements. ● Helped the City secure an earmark for $1.5 million that Senator Padilla submitted to the Senate Appropriations Committee for street and landscaping improvements. ● Helped the City secure an earmark for $1.25 million that both Senator Feinstein and Senator Padilla secured for upgrades to the City’s Emergency Operations Center. 2020-2025. City of Lynwood, California. ● Organized meetings for the City and the Port of Los Angeles regarding the shipping backlog and the supply chain issues currently impacting the region, traffic, and the environment. ● Worked with the U.S. Department of Housing and Urban Development to secure a $1 million dollars award for the City of Lynwood. Worked with the EPA to bring in senior White House officials to the City for a tour and meetings. B-6 6 ● Started an engagement for the Mayor with the United States Conference of Mayors, including outreach to the White House and Congress. ● Worked with Congressional officials and the City to ensure Lynwood is maximizing COVID-19 FEMA reimbursements and implementing American Rescue Plan Act (ARPA) funding for maximum usage. ● Helped the City with numerous matters related to compliance and accounting of the ARPA. Worked with the City to push for Federal legislation that allows for 30% of ARPA recovery funding to be spent on transportation projects or community projects. This legislation allows local officials additional flexibility to spend their own funds and extends the spending deadline by an additional two years. ● Helped the City secure an earmark for $1.3 million that their Congresswoman submitted to the House Appropriations Committee for renovations to the City’s Senior Center. ● Helped the City secure Senate earmarks that were submitted to the Senate Appropriations Committee. Senator Feinstein submitted public safety radios and Senator Padilla submitted for upgrades to Lynwood Park and license plate readers, which all total over $2.5 million. ii. Staff Resumes and Background The overall project management for Rancho Palos Verdes will be led by Kiley & Associates Chief Counsel, Jayson Braude. Also joining the team will be: Gregory Kiley, President, Kiley & Associates; and Kimberly VanWyhe, Vice President, Kiley & Associates. Our team is devoted to making sure our clients are our top priority. We are available to help or answer any questions our clients may have. We do not assign clients to a specific staffer in the firm. Instead, you have access to the firm’s full staff at any time. Whenever you and/or your staff requests something from our firm, we get to work on it immediately and report the actions back to you. We will dedicate as many hours as it takes to help the City with any needs that arise. Our client’s needs always come first, and we are responsive, often within minutes, over email, text and phone call. Our entire team is committed to work with the City of Rancho Palos Verdes for the duration of the project agreement. Organizational Structure Jayson Braude (7 years) Project Manager/Chief Counsel - Kiley & Associates Gregory Kiley (16 years) President - Kiley & Associates Kim VanWyhe (8 years) Vice President - Kiley & Associates B-7 7 Biographies Gregory T. Kiley–President, Kiley & Associates Gregory Kiley is President of Kiley & Associates, LLC, a Washington, DC-based policy development and advocacy firm. Since retiring from federal service, he has consulted to federal, state and local governments, and industry and non-profit entities on national security policy and processes. He has written for the Center for Strategic and International Studies (CSIS) among others, focusing on national security and economics. Recent consulting efforts include U.S. Air Force strategic basing decision-making, community relations with the Department of Defense, and interrelations between states and the federal government. Prior to working in the private sector, Mr. Kiley served 25 years in the federal government, concentrating on defense and national security. He spent six years as a senior professional staff member for the Senate Armed Services Committee (SASC). As lead staff for two SASC subcommittees, his oversight portfolio included all military air and ground systems, military logistics and readiness, and the defense budget. His responsibilities included coordinating and conducting congressional hearings, developing and drafting legislation, and negotiating and staffing passage of annual National Defense Authorization Acts and supplemental spending bills. Prior to the SASC, Mr. Kiley spent three years as a principal analyst for the National Security Division of the Congressional Budget Office (CBO), concentrating military aviation, logistics and readiness issues. Mr. Kiley began his professional career in the U.S. Air Force, culminating as a senior pilot, flying C-130 aircraft and deploying throughout the world. Greg lives in Washington, DC with his wife and three daughters. Jayson J. Braude–Chief Counsel, Kiley & Associates Jayson Braude is the Chief Counsel to Kiley & Associates. Jayson Braude grew up in the Los Angeles area and is the Grandson of former United States Congressman Glenn Anderson. Jayson worked for United States Senators Kent Conrad and Sherrod Brown in Washington, DC. After law school, he worked as Legislative Counsel for United States Congresswoman Janice Hahn, where he staffed the Congresswoman on the House Transportation and Infrastructure Committee. He then became the District Director for Congresswoman Nannette Diaz Barragán in her San Pedro office. Jayson has more than ten years of experience in government affairs and maintains contacts all over Capitol Hill and throughout federal, state, and local agencies. Jayson is a graduate of the UC Santa Barbara and received his law degree from Southwestern Law School in Los Angeles. Jayson is a member of the Washington Bar and resides in Washington, DC. B-8 8 Kimberly J. VanWyhe–Vice President, Kiley & Associates Kimberly is currently Vice President of Kiley & Associates, focusing on business development and policy and strategy development. Kimberly received her BA in Political Science from St. John’s University in 2004 and received her MBA in International Business with a concentration in consulting and holds a certification in Global Oil and Gas Management from the Thunderbird School of Global Management. Kimberly’s previous professional experience includes working on multiple political campaigns on both the state and federal level, working for the Alaska State Legislature as well as working for the Cohen Group, a defense-oriented consulting firm founded by former Secretary of Defense William Cohen. She then served as the Director of Energy Policy at the American Action Forum, a DC think tank focusing on economic, domestic, and fiscal policy issues. Kimberly is also the Policy Director for Building Cyber Security, a non-profit organization leading Cyber Physical standards development, education, certifications and labeling authority, advancing the physical security, safety, and privacy in public and private sectors. Kimberly was raised in Fairbanks, Alaska and currently resides in Washington, DC. *We have attached our Resumes at the end of this proposal iii. References Andrew Vialpando, City Manager City of Lomita 24300 Narbonne Avenue Lomita, CA 90717 (310) 325-7110 A.Vialpando@lomitacity.com Services Provided: Federal Government Advocacy Project Dates: 2021 – Current Thaddeus McCormick, City Manager City of Lakewood 5050 Clark Ave Lakewood, CA 90712 562-866-9771 Tmack@lakewoodcity.org Services Provided: Federal Government Advocacy Project Dates: 2022 – Current Jennifer Vasquez, City Manager City of Maywood 4319 E Slauson Ave Maywood, CA 90270 (323) 926-5919 jennifer@cityofmaywood.org Services Provided: Federal Government Advocacy Project Dates: 2021 – Current Darren Arakawa, Chief of Police City of South Gate 8620 California Avenue Southgate, CA 90280 Darakawa@sogate.org (323) 563-5408 Services Provided: Federal Government Advocacy Project Dates: 2019 – Current B-9 9 Wendell Bugtai, Assistant City Manager City of Perris 101 N. D Street Perris, CA 92570 Wbugtai@cityofperris.org (951) 500-8528 Services Provided: Federal Government Advocacy Project Dates: 2022 – Current Michael Flad, Assistant City Manager City of Jurupa Valley 8930 Limonite Avenue Jurupa Valley, CA 92509 (818) 632-3110 Mflad@jurupavalley.org Services Provided: Federal Government Advocacy Project Dates: 2021 – Current Kiley & Associates currently represents twenty California cities and special districts in Washington, DC, assisting with numerous Federal Government issues. Below are our current clients: South Gate, CA Carson, CA Lynwood, CA Maywood, CA Lomita, CA San Juan Bautista, CA Concord, CA Paramount, CA Jurupa Valley, CA Milpitas, CA Perris, CA La Quinta, CA Lakewood, CA Patterson, CA Indian Wells, CA Bishop, CA Upland, CA Chino Valley Fire District Monte Vista Water District Resource Conservation District of Tehama County i.v. Strategic Relationships Our Team maintains extensive relationships throughout the California and Washington, DC political and policy worlds. This includes the new Trump White House Director of Intergovernmental Affairs Alex Meyer, Congressman Ted Lieu’s Chief of Staff Marc Cevasco and Legislative Director Leah Uhrig, Governor Gavin Newsom’s Director of External Affairs Molly Wiltshire, multiple senior contacts at both FEMA and Cal OES, high level staffers with the United States Senators Alex Padilla and Adam Schiff in both Washington, DC and in Southern California and have a strong working relationship with Supervisor Janice Hahn personally and her County staff. v. Conflicts of Interest Kiley & Associates currently provides advisory and assistance services to 20 California Cities and Special Districts. We have never had a conflict of interest arise as we proactively engage and communicate with all clients on a near constant basis – eliminating any conflict before they arise. We have never had a conflict in our 16 years of operating. B-10 10 v.i. Grants Kiley & Associates will help the city identify opportunities as grant announcements arise. We assist in developing grant proposals, but do not engage in actual writing of grants. Most importantly, we assist in tracking, advocating and helping with grant support letters as well as reinforcing all grant proposals however we can for the City once submitted. Additionally, we have a wonderful working relationship with the City’s current grant writing firm, B&A Grant Services. Jayson Braude from our team has participated on several grant calls pro bono with the City of Rancho Palos Verdes and B&A to help assist and clarify issues that have risen. In addition to B&A Grant Services, we also work with multiple other grants firms across the State of California and are always to assist our cities with any grant writer they use. v.ii. Modifications Kiley & Associates proposes no modifications to the Scope of Work. C. Understanding of and Proposed Approach to the RFP Scope of Work Kiley & Associates will collaborate with the City of Rancho Palos Verdes to help develop their federal legislative priorities. In fulfilling the requirements of the RFP, including onboarding, outreach advocacy and administrative services, bill tracking and monitoring. Some examples of our understanding and past performance with Rancho Palos Verdes include: Our team is very familiar with the landslide issue impacting the City. Jayson Braude has personally toured the devastation with the City Manager and has engaged numerous times with State and Federal officials to find real solutions and funding. This includes meeting with the Chief of Staff and Legislative Director of Congressman Lieu to advocate that landslide funding for Rancho Palos Verdes be included to any fire funding bill that Congress writes related to the fires in Pacific Palisades and Altadena. Congressman Lieu’s office has signaled they support this idea and are open to pushing this plan forward. Further, with the uncertainty of many grants and other federal funding, Rancho Palos Verdes is in a unique position as President Trump owns a golf course located within the City. Conveying the importance of landslide and its relation to his golf course is something that would be of interest to this Administration. As noted before, our firm has a close relationship to the new White House Director of Intergovernmental Affairs, Alex Meyer. Making sure President Trump and his team are aware of the need of funding for the current landslide, and how it could also impact the President’s property is an important angle to consider. The President is familiar with landslides in the City since one occurred on the land he now owns at the then named Ocean Trails Golf Club in 1999. We suggest using this to the City’s advantage however we can. In addition, we are aware the City is looking for funding for a new Emergency Operations Center (EOC). Funding for a new EOC, considering the devastating landslide, is a strong argument we will make to Senator Padilla, Senator Schiff and Congressman Lieu. Our firm has B-11 11 been successful funding EOC’s during the federal earmark process and we are very familiar with the methods needed to be successful. We have also worked closely with the City Manager and his staff on earmark funding related to the Klondike Canyon Landslide Abatement District (KCLAD) and the Abalone Cove Landslide Abatement District (ACLAD). This work together led to Congressman Lieu selecting two earmark requests that should benefit each District. The House Appropriations Committee pushed forward $1,150,791 for the KCLAD and an additional earmark in the amount of $1,150,791 for the ACLAD. We are optimistic this total funding of $2,301,582 for the community will move forward in the coming months and have been in close touch with Congressman Lieu’s staff related to this federal earmark funding. In addition, we helped the City of Rancho Palos Verdes start a relationship with DCMC Partners, a leading disaster recovery company, who has been assisting the City with numerous FEMA and Cal OES efforts. Our partnership with the City would include: ● Onboarding; this is an extremely important element of our engagement with our city clients. Our first action with a new client is an in-depth meeting to understand the needs of the City. We work the City Manager and department heads to establish priorities, goals and a tailored scope of work to help our clients meet their legislative goals. ● Raising the City of Rancho Palos Verdes’ profile with the California Federal House and Senate delegation, Federal Agencies, and the White House. ● Tracking all federal bills that impact our city clients. Further, as an example when an important bill is being heard in committee, we have our staff in the committee room. If needed, we can provide testimony and meet in the offices of the committee staff and Members to advocate the City of Rancho Palos Verdes’ position. ● We will provide the City of Rancho Palos Verdes with a regular written report of legislative activity. Further, we regularly provide federal updates as Congress works on issues that impact our clients. ● In Washington, DC, we actively monitor bills and actions that impact cities and residents. We provide updates as soon as Congressional Leadership and the White House act. This active presence is something we strive for daily to help our clients reach their goals. ● Annual reviewing and working with City staff to ensure the legislative goals of the City and Council are met. ● Being transparent, ethical and customer service oriented. We are proud that clients think of us as an integral part of their business, capable of delivering the services they B-12 12 need when they need them. We often think of our firm as an extension of city staff and an integral part of your Washington, DC team. ● Striving to protect the City of Rancho Palos Verdes interests by changing laws or federal/state regulations as necessary. ● Coordinating with the dedicated day-to-day point of contacts on identifying and refining the City of Rancho Palos Verdes’ top project and policy priorities for their legislative agenda (i.e. securing federal and state money landslide funding, water and sewer projects, roadway repairs, park projects, tourism, and policymaking). ● Targeting key allies and influential lawmakers, Congressional committees, White House policy makers and State leaders. ● Regularly updating the City of Rancho Palos Verdes on grant opportunities and issues that are pertinent to the City’s legislative priorities. ● Coordinating with the City to engage on the Federal Community Project Funding process and the State of California Member Request funding process. ● Representing the City of Rancho Palos Verdes at Congressional and Executive Branch meetings and hearings in both Washington, DC. ● Tracking news articles and press releases on issues that will impact local governments and the City of Rancho Palos Verdes. ● Coordinating an annual trip for the City of Rancho Palos Verdes’ elected officials and staff to Washington, DC to meet with and/or brief the Congressional delegation, White House officials, and key staff in the federal agencies. ● Helping with issues that have a federal nexus, which include providing comments on regulations; connecting local officials to federal/state agency professionals; and providing our expertise on funding programs, grant applications, and other legislative and agency opportunities. ● Engaging regularly with coalitions such as the National League of Cities, the United States Conference of Mayors on behalf of the City of Rancho Palos Verdes. Also assisting with Contract Cities and the League of California Cities on issues when there is a federal overlap. Kiley & Associates will provide written reports on ongoing activities and priorities of the City. We anticipate regular contact and conversations with City staff to keep abreast of priorities and issues of import to them. As part of initial strategy kick-off meeting, we will request senior City staff and department heads to participate in development of the strategic plan and priorities. B-13 13 Our firm will work cooperatively with your management staff, Mayor and City Council to ensure a high level of legislative and administrative success in Washington, DC. Our strategies will vary depending upon the issues as well as Washington, DC’s ever-changing political climate. Whenever city staff requests something from our firm, we get to work immediately and report the actions back to you. Kiley & Associates are sensitive to the differences between clients served and proactively work to ensure conflicts of interest do not arise. D. Pricing Proposal Like nearly every Washington, DC based firm, we charge a monthly retainer to our City clients for our in-depth advisory and advocacy services. The agreement between the City of Rancho Palos Verdes and the entire team would be a total rate of $4,000 per month. This is a final not- to-exceed annual price of $48,000 per year, no additional costs will be charged over the first two years of the contract. The retainer is all inclusive of the federal legislative advocacy services we provide for your City. We are always on call for our clients and engage nearly daily on numerous activities affecting cities at the federal level. ANNUAL RATE MONTH MONTHLY RATE $48,000 JANUARY $4,000 FEBRUARY $4,000 MARCH $4,000 APRIL $4,000 MAY $4,000 JUNE $4,000 JULY $4,000 AUGUST $4,000 SEPTEMBER $4,000 OCTOBER $4,000 NOVEMBER $4,000 DECEMBER $4,000 E. Acceptance of Conditions Kiley & Associates accepts all conditions listed in this request for proposal document and Sample Professional Services Agreement (Attachment A of the RFP). B-14                            Forty-one2+,1)+#'0(+$#'!#'-"'-#('%,.+#-2' ',+' Focusedon (',.%-#'!('0#+'!( '-#('%,.+#-2#,,.,#'%.#'!('(&#()+-#(',#'(' %#- 3(', ,) ,"#).#%#'! #'.,-+#% )(%#2 '  ,# # # ,-+-!2   #1 2+, #' -"  '- ((+#'-#'! %!#,%-#/ (/+,#!"- ('  ', .!-, ' )(%#2 (/+#'! /#-#(' #''#% &'!&'- &#%#-+2 )(- ()+-#(', ' #' (+&-#(' -"'(%(!2)+(!+&,"+2+,,''%2,---" ('!+,,#('% .!- #'%23#'! /%.-#'! 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('!+,,#('% %+,"#)  +,#'- (   .,#',, /%()&'- (',.%-#'! #+& (.%#'! !+(0-"-"),-#' &('-",          /%()'+(&&')(%#2('0#+'!( )+-&'-(  ',)+(!+&,' .!-#,,., (+-" "#+&'''$#'!&+( -"'- +&+/#, (&&#--    ((+#'-    (/+,#!"- -#/#-#, (+ %% )+-&'- (   ', /#-#(' #''#% &'!&'- #' (+&-#(' -"'(%(!2 ' ,.,-#'&'- )(%#2 0#-" ,,(#- 0)(',,2,-&,')+(!+&, ,-"  .!-'%2,-+,)(',#% (+(/+,#!"-( -" ''.% ',.!-         /%() ' + - %!#,%-#(' + (+&#'! -" )+-&'- (   ', .,#',, -+', (+&-#(' (+-, .-"(++)(+-1&#'#'!-" ',.!-'-#-%          ).%#,"2-" ('!+,,#('% .!- # .-"(++)(+-,0#-"-" '-+ (+'-+'-#('%.+#-2-.#,(')"#).#%#'! ,## #-+-!2 %,(%-.+('         -&#%#-+20+ (%%!,#/#%#'.'#/+,#-#,'#'.,-+2,,(#-#(',   14 B-15            ($$!%$ $ %!  -0);663'-%7)6-6%$%6,-2+732&%6)(&86-2)66()9)0341)27%2()()5%0%2(67%7)430-'; ()9)0341)27%2(%(93'%';*-51%66-67-2+'0-)276*53161%00&86-2)66)67335782)'314%2-)6       %#!#%#%  %# %! %&$$ %!  3'86%5)%6-2'08()%9-%7-32)'3231-'66867%-21)27430-';%2(7,)-2(8675-%0&%6)87,35)(6)9)5%0 5)43576%2(45)6)27%7-326327,)()*)26)-2(8675-%0&%6)-2'08(-2+7,36)3264%')6,-4&8-0(-2+%2( %9-%7-32  367 5)')27 453.)'7 '3140)7)( -2 )47)1&)5  :%6*35 7,) )4%571)27 3* )*)26) )9%08%7-2+" 1-0-7%5;*35')436785)-27,)6-%%'-*-'5)+-32               %%%$ %$ %!  5-2'-4%0%(9-635737,),%-51%2%2(%2/-2+)1&)53*7,)311-77))327,)()*)26)&8(+)7 7%** )%(*357:368&'311-77))6*3'86-2+32%9-%7-32*-2%2'-%01%2%+)1)275)%(-2)66%2(-2*351%7-32 7)',2303+;453+5%163*7,))4%571)273*)*)26)5)4%5)(0)+-60%7-32%2(:537)6)'7-3263*7,) %228%0%7-32%0)*)26)87,35-<%7-32'7%2(%''314%2;-2+5)43576 844357)(7,),%-51%2%2( 37,)5)1&)56(85-2+%228%032+5)66-32%0,)%5-2+6%2(231-2%7-32453'))(-2+6                 ! #$$! &%$ %!  2%0;<)( %2( )9%08%7)( &8(+)7 03+-67-'6 453')66)6 %2( 67%7) 3* 5)%(-2)66 3* 7,) )4%571)27 3* )*)26)  5-)*)( 32+5)66-32%0 67%** %2( 45)4%5)( 7)67-132; *35 32+5)66-32%0 ,)%5-2+6 !:-') %87,35)(5)43576)%52-2+(-67-2'7-32%77,)%6%:%5(:-22-2+4%4)563*7,);)%5                  %%$# !# #'$ !!% " !"  6%*0-+,7'311%2()55)64326-&0)*3575%-2-2+()9)0341)27%2(5)%(-2)663* 4)56322)00%22)( %2('32(8'7)(1-0-7%5;34)5%7-326-2362-%%2(7,))56-%280* )59)(%61%-27)2%2')684)59-635 5)64326-&0)*35%003**%-5'5%*71%-27)2%2')3*-535')2)%2(%#*0))73* %-5'5%*7                                                         >)532%87-'%0%7-2+6-9-0-%2311)5'-%0-037-0-7%5; )2-35-037 *0;-2+,3856  > )'85-7;0)%5%2')!34 )'5)7=84(%7)(%; B-16 Kimberly J. VanWyhe 1111 New Jersey Avenue, SE, Washington D.C. 20003| 917-678-0130 kvanwyhe@kileyassociates.org GLOBAL MANAGEMENT/ENERGY CONSULTING PROFESSIONAL •Global and Domestic Energy Policy •Strategic Planning •Multi-Cultural Team Experience •Political Risk Management • Government Relations PROFESSIONAL EXPEREINCE Kiley & Associates- Vice President Washington, DC: December 2017-Present x Works with domestic and international clients on a broad number of issues including defense, aerospace, energy, natural resources and telecommunication. x Focuses on business development and policy and strategy development. Kiley & Associates provides strategic economic development planning and positioning, business and product development, market penetration, Congressional and U.S. military situational awareness, due diligence, and M&A strategies. x Advises local, state and federal entities as well as the private sector on issues including domestic infrastructure and electrical grids, cyber security and renewable energy potential. x Assists clients in securing funds through NDAA, omnibus and other vehicles as well as crafting and successfully inserting bill language. UCAN Power- Founding Principal Washington, DC: 2021- Present x Works with the United Coalition of Advanced Nuclear Power to educate, promote, and advocate for policies to accelerate the development of advanced reactor technologies to meet global electricity demands, provide process heat for industrial applications, support national defense requirements, provide power and propulsion for space operations, produce medical isotopes and meet other commercial, military and government needs. Building Cyber Security- Director of Public Policy Washington, DC: 2019- Present x Works with BCS to lead cyber physical standards through education, certifications, labeling authority and cross ecosystem engagement and collaboration to advance the physical and safety in public and private sectors. Center for Audit Quality- Director of Global Stakeholder Engagement Washington, DC: September 2017- September 2018 x The Center for Audit Quality focuses on enhancing investor confidence and public trust in the global capital markets. Was responsible for engaging and collaborating with the international arm of small, medium and large accounting associations and working with their corporate governance to advance and promote international standards. x Performed strategic outreach, organized events, and cultivated partnerships with stakeholders across the global spectrum of the capital markets supply chain. x Selected as a member of the Federal Legislative Task that focused on global and domestic B-17 legislative policy as it pertains to tax reform and accounting policy; also selected as a member of the Emerging Technologies Task Force that seeks to inform the SEC on crypto currency applications. American Action Forum- Director of Energy Policy Washington, DC: May 2015-September 2017 x Oversaw AAF’s energy program that seeks to help lawmakers, stakeholders, coalition partners and the policy community make informed decisions about all areas of energy policy. x Developed pro-growth energy policy through research and relationship building with key influencers of domestic energy including legislative and executive branch members and staff, trade groups and associations, and both public and private stakeholders. x Cultivated relationships with AAF stakeholders (private donors) to advance specific areas of energy policy that is client specific. Targeted stakeholder groups and personalizes educational tools and research to guide policy. x *Continue to serve as an outside energy expert for AAF. The Cohen Group- Global Business Development Consulting Washington, DC: June 2014-May 2015 x Provided global market entry strategy and business development solutions for a broad number of clients with a focus on energy, defense, healthcare, education, aerospace and security. x Conducted political analysis with regards to impact on business and country development. x Analyzed market/budget trends and developed personalized strategies to advance client interests. x Developed and leveraged client relationships. State of Alaska- Legislative Aide Juneau/Fairbanks, Alaska- January 2011-January 2013 x Drafted a $242 million fiscal budget for the city of Fairbanks, AK. Total Capital Budget for Alaska was $3.36 billion in FY12. x Held daily meetings with lobbyists, union groups and constituents consulting them on budgetary issues. Worked on three committees; Labor & Commerce, Judiciary and Natural resources, as well as four Finance subcommittees; Revenue, Public Safety, Education and Natural Resources. x Analyzed, edited and revised legislative bills, amendments and hearing documents. Focused on Senate Bill 192, a bill aimed at oil and gas production tax rates. Also reviewed oil and gas decoupling tax issues. Lisa Murkowski for U.S. Senate Campaign- Regional Campaign Manager May 2010-December 2010 x Organized fundraisers with dollar amounts between $10K and $30K per event, debates, group coordination efforts. Handled all donations, press, advertising, traveling and media events for the region. x Created a strategy in an effort to personalize the region by using distinctive identifying factors of the area. x Oversaw all financial and monetary responsibilities for the region including donations, contributions and Political Action Committee monies. B-18 Jayson Braude, Esq. 301 H Street NE, Washington DC, 20002 ● (562) 818-6646 ● JaysonBraude@gmail.com EXPERIENCE KILEY & ASSOCIATES, Washington, D.C. Chief Counsel, November 2019 – Present • Engage with and advocate for a dozen city clients from California. • Assist clients with numerous federal funding project resulting in millions of dollars for local governments. • Provide ongoing support to help cities navigate the federal government and help them work closely with the White House and Members of House and Senate. SMITH DAWSON & ANDREWS, Washington, D.C. Counsel, October 2017 – November 2019 • Organized, researched and advocated for multiple clients related to transportation and ports. • Planned and organized Congressional events and meetings on Capitol Hill for California-based clients. • Helped clients increase their presence with Members of Congress, Congressional Committees and agencies. United States Congresswoman Nanette Barragán, San Pedro, CA District Director, January – April 2017 • Managed all aspects of the opening and operations of the Congressional District’s five offices. • Hired and supervised six Congressional District staff members. • Planned, directed and executed multiple large scale events on behalf of the Congresswoman. • Organized strategic planning, including helping build coalitions of community leaders and stakeholders. United States Congresswoman Janice Hahn, Washington, DC Legislative Counsel, December 2015 – January 2017 • Managed Congressional legislation related to transportation, healthcare, water, housing and legal matters. • Staffed the Congresswoman on the House Transportation & Infrastructure and Small Business Committees. • Prepared committee statements, vote recommendations and amendments for hearings and mark-ups. • Helped secure $14 million for a major Army Corps of Engineers ports project in the District. • Worked closely with executives from the Los Angeles Dodgers, Time Warner Cable, Frontier Communications, Department of Justice and the FCC to resolve television blackout of Dodger games. Law Offices of Evan Anderson Braude, San Pedro, CA Law Clerk, March 2013 – November 2015 • Performed client intake, research and case preparation. • Researched case law and wrote legal motions. Los Angeles City Attorney’s Office Civil Liability Division, Los Angeles, CA Law Clerk, May 2012 – January 2013 • Appeared and participated in legal depositions. • Represented the City Attorney’s Office at Los Angeles City Council Meetings. • Researched state statutes and wrote legal opinions. Los Angeles City Attorney’s Office Criminal Central Trials Division, Los Angeles, CA Law Clerk, January – May 2012 • Appeared in court as a certified law student on behalf of the Los Angeles City Attorney’s Office. • Researched and drafted memoranda for procedural and evidentiary issues. • Conducted interviews of victims, witnesses and police officers. United States Senator Sherrod Brown, Washington, DC Constituent Services & Intern Supervisor, January – December 2007 • Served as liaison between constituents and the Federal Government. • Prepared constituent correspondence to address and clarify issues currently before Congress. • Hired and supervised 12 interns each semester, assigned tasks for interns and ensured their completion. • Organized tours for constituents of the White House, Library of Congress and United States Capitol. EDUCATION Southwestern Law School, Los Angeles, CA, Juris Doctor University of California, Santa Barbara, CA, Bachelor of Arts, Political Science; Minor, History Admitted to practice law at the Federal level and in Washington. B-19 CITY OF RANCHO PALOS VERDES REQUEST FOR PROPOSALS: STATE AND/OR FEDERAL LEGISLATIVE SERVICES RFP Release Date: January 17, 2025 Deadline for Written Questions: January 24, 2025 by 4:00pm RFP Submittal Deadline: February 7, 2025 by 4:00pm City Administration Department Attention: Catherine Jun, Deputy City Manager 30940 Hawthorne Blvd, Rancho Palos Verdes, CA 90275 Phone: (310) 544-5203 | Email: cjun@rpvca.gov C-1 City of Rancho Palos Verdes RFP – State and/or Federal Legislative Services Page 2 of 27 January 2025 STATE AND/OR FEDERAL LEGISLATIVE SERVICES The City of Rancho Palos Verdes (“City”) is requesting proposals for State and/or Federal Legislative Services. The principal responsibility of the selected consulting firm(s) is to leverage its extensive resources and network in State and Federal governments to secure grants and funding for City projects and to achieve legislative and regulatory outcomes to improve the quality of life in the community. All awarded contract(s) are anticipated to commence in March 2025 for a term of one year, with the option to extend for up to two (2) additional one (1) year terms. (The City reserves the right to issue additional solicitation(s) during the term of the Agreement(s) if services with niche experience/expertise are needed for special projects.) All correspondence and questions regarding this RFP should be submitted via email to: Catherine Jun, Deputy City Manager Email: cjun@rpvca.gov Phone: (310) 544-5203 To be considered for this RFP, submit an electronic copy of the proposal to Planet Bids by February 7, 2025 by 4:00pm. C-2 City of Rancho Palos Verdes RFP – State and/or Federal Legislative Services Page 3 of 27 January 2025 I. INTRODUCTION The City of Rancho Palos Verdes is the largest of four cities located on the Palos Verdes Peninsula overlooking the Pacific Ocean in Los Angeles County, California. The City maintains a low density, semi-rural environment with approximately 45,000 residents who take great pride in their community. Rancho Palos Verdes is a general law, contract city with a five-member City Council elected at large. The City Council, with the assistance of the City Manager and the Legislative Advocacy firm(s), establishes an annual Legislative Platform to guide the policies and direction of the City. The Legislative Platform focuses on five major areas representing the community’s priorities including: housing and local land use; public safety; community services; environmental quality; government transparency and effectiveness. In addition to these focus areas, the City continues to dedicate significant resources to mitigate the Greater Portuguese Bend-Ancient Altamira Landslide Complex, through intensive advocacy and coordination with Los Angeles County, State of California and Federal legislators and agencies. More background information is available in this Staff Report – December 17, 2024. The City is requesting proposals from qualified consulting firms to provide state and/or federal legislative services. The most successful firms will demonstrate an extensive network, resources, and ability to proactively and creatively achieve the City Council’s policy objectives on the State and/or Federal levels. II. SCOPE OF WORK Qualified firms may submit proposals for Legislative Services on the State and/or Federal levels. Firms that submit proposals for both State and Federal services must separately outline their approach to each, including their respective cost estimates. 1. Legislative Analysis a) At the direction of the City, review proposed, introduced, and amended legislation and proposed and adopted administrative rules and regulations to identify and report on matters potentially affecting the City on a monthly basis; provide more frequent reports as needed. b) Work with the City Council, the City Manager, and other designated City staff to provide strategic advice and establish legislative positions and priorities that will benefit the City. c) Present legislative issues to the City Council for policy direction. d) Monitor agency rulemaking and notify the City of potential impacts. e) Coordinate with City staff to prepare the annual Legislative Platform for City Council consideration and formal adoption. C-3 City of Rancho Palos Verdes RFP – State and/or Federal Legislative Services Page 4 of 27 January 2025 2. Legislative Advocacy a) Identify opportunities for City officials to participate in the legislative process and make recommendations. Those opportunities include, but are not limited to, communication with members of U.S. Congress and State Congress, providing testimony at legislative hearings, and communication with federal or state agencies. b) Work with legislators for bill authorization and follow appropriations as they concern the City. c) Influence authors and sponsors of bills to resolve concerns or stop bills where resolution is not possible. d) Foster relationships with legislators and administration officials: make meeting recommendations, schedule arrangements, and strategize on messaging. 3. Financial Support and Grant Applications a) Develop a strategic federal or state funding plan, coordinating with City staff and departments to develop a comprehensive strategy that helps achieve the City’s priorities, with a heavy focus on funding to mitigate the Greater Portuguese Bend Landslide. The plan shall identify City projects and outline and prioritize multiple funding opportunities for each project and evaluate the cost-benefit ratio for each opportunity. The most successful firms will layout a clear plan to identify and secure funding from the State and Federal governments for the landslide. b) Provide meeting opportunities for City staff to discuss potential grant/funding opportunities and guide them through the application process. c) Monitor and report on the federal or state budget and work to secure funding when appropriate on projects beneficial to City’s interests. d) Support City grant activity, including identifying, researching, monitoring and applying for funding opportunities, facilitating communication with Federal/State agencies, and advocating for support of the application from legislators and key stakeholders. e) Provide grant writing, as needed, and follow through monitoring of grant conditions and requirements. 4. Communication a) Regularly communicate with the City via monthly briefings with staff and briefings as needed with the Council Subcommittee. Provide weekly and monthly reports on status of legislation and other related updates, and other reports as needed. b) Provide regular updates on the political landscape in Sacramento and Washington D.C. to help provide context and identify opportunities and potential issues. At a minimum, provide monthly reports of activities pursued or accomplished on behalf of the City. c) Prepare position letters, draft legislative language and talking points on legislative, budgetary, and regulatory issues as necessary. C-4 City of Rancho Palos Verdes RFP – State and/or Federal Legislative Services Page 5 of 27 January 2025 5. Capitol Asset a) Establish effective working relationships between City representatives and legislative persons at all levels of government, including chairs and consultants of key committees, chiefs of staff, and other policymakers. b) Recommend and coordinate meetings for City officials and members of Congress and their staff, the executive branch, Federal/State agencies and other key stakeholders to advocate for City priorities. 6. FPPC Filings a) Prepare and file all applicable Fair Political Practices Commission lobbying documents and reports within all applicable deadlines, per the provisions of the Political Reform Act of 1974 as amended. Provide the City notification of any changes or modifications that may be present. 7. Ethics and Conflicts of Interest: a) Firms shall conduct business in such a manner as to foster public confidence in the integrity of City programming and activities. b) Firms shall not solicit, demand, accept or agree to accept from any other person a gratuity or benefit in connection with the Agreement. c) Under the Levine Act, Section 84308 of the Government Code, a party to a proceeding before the City involving a license, permit, or other entitlement for use is required to disclose on the record of the proceeding any contribution in an amount of more than two hundred fifty dollars ($250) made within the preceding 12 months by the party or the party’s agent to any elected or appointed officer of the City. III. PRELIMINARY PROJECT SCHEDULE This RFP will be governed by the following schedule (all dates are subject to change). While the City will attempt to apply the necessary resources to maintain this schedule, the following dates are tentative and the City reserves the right to modify this schedule as needed to accommodate the successful completion of this RFP process. Release of RFP Friday, January 17, 2025 Deadline for Written Questions: Friday, January 24, 2025 by 4:00pm Responses to Questions Posted: Wednesday, January 29, 2025 Proposals are Due: Friday, February 7, 2025 by 4:00pm Interviews (if needed): Week of February 10, 2025 Anticipated Approval of Contract(s): March 4, 2025 C-5 City of Rancho Palos Verdes RFP – State and/or Federal Legislative Services Page 6 of 27 January 2025 IV. NECESSARY QUALIFICATIONS AND SUBMITTAL REQUIREMENTS 1. Only one proposal per firm will be considered. 2. The submittal should be typed and as brief as possible while adequately describing the qualifications of the firm. The final submittal shall be sent as a PDF via the PlanetBids.com website. 3. The proposing firm shall submit the following information with the package, including the same information for subcontractors, in the following format: a) Cover Letter i. A cover letter signed by the individual authorized to represent / negotiate on behalf of the responding firm, limited to 1 page. b) Firm Qualifications i. An overview of qualifications for the firm, which should include the type of organization, size, professional registration, and affiliations of the company. ii. Resumes and backgrounds of the principal staff who will be working directly and regularly on this initiative with the City as well as their roles. Clearly identify the project lead who will be responsible for the day-to- day management of the contract. iii. Provide a minimum of three (3) references of which the proposer has performed services of similar scope, within the last the last three years demonstrating experience relevant to this request and that are related to government advocacy (cities preferred). Provide the contact person’s name, title, address, phone number, and email address. Provide a list of current clients. iv. Describe the Consultant’s established strategic relationships with stakeholders, if any, that the Consultant would partner with to achieve outcomes that support the City’s legislative and policy positions. v. Explain what you would do in a situation where two or more of your clients have conflicting views and/or positions on a matter in which you’ve been asked to advocate on behalf of the City. vi. Describe your process for identifying grants and to complete a grant application. vii. Provide any suggested modifications to the Scope of Work listed above. C-6 City of Rancho Palos Verdes RFP – State and/or Federal Legislative Services Page 7 of 27 January 2025 c) Understanding of and Proposed Approach to the RFP Scope of Work: i. Describe the recommended approach to the City’s legislative advocacy needs, as outlined by the Scope of Work RFP. d) Pricing Proposal: i. Provide a fee schedule/pricing information for the services set forth in the Scope of Work, which must include: • Hourly rates for each category of employee • Monthly retainer not-to-exceed amount • Annual not-to-exceed amount (Monthly retainer not-to-exceed amount x 12) The City shall not provide reimbursement for business or travel-related expenses; therefore, such costs must be absorbed in the hourly rate or lump sum fee structure. Pricing shall remain firm for the entire Agreement term. Thereafter, any proposed pricing adjustment for follow-on renewal periods shall be submitted to the City Representative in writing at least ninety (90) days prior to the new Agreement term. e) Acceptance of Conditions: State the offering firm’s acceptance of all conditions listed in the Request for Proposal (RFP) document and Sample Professional Services Agreement (Attachment A). Any exceptions or suggested changes to the RFP or Agreement, including the suggested change, the reasons therefore and the impact it may have on cost or other considerations on the firm’s behalf must be stated in the proposal. Unless specifically noted by the firm, the City will rely on the proposal being in compliance with all aspects of the RFP and in agreement with all provisions of the agreement. (No more than one page) V. SUBMISSION OF PROPOSAL Complete written proposals must be submitted electronically in PDF file format via the PlanetBids.com website no later than 4:00 p.m. (P.S.T) on Friday, February 7, 2025. Proposals will not be accepted after this deadline. Faxed or e-mailed proposals will not be accepted. QUESTIONS, ANSWERS, AND ADDENDA TO RFP Prior to the RFP submission deadline, questions may arise regarding the specifications and procedural or administrative matters. All questions pertaining to C-7 City of Rancho Palos Verdes RFP – State and/or Federal Legislative Services Page 8 of 27 January 2025 this RFP shall be submitted using the City of Rancho Palos Verdes PlanetBids portal, using the “Q&A” tab within this solicitation. Questions will be accepted no later than the date published on the project schedule. If further clarification is required, proposers shall only contact the RFP Administrator; proposers shall not contact any other City staff or elected officials with questions. Answers will be published to PlanetBids by the date published on the project schedule. Changes to the RFP itself shall only be made by the City via formal written addenda. Addenda will be published and distributed through the Portal. All addenda shall become a part of the RFP document requiring acknowledgment by the proposer. It is the sole responsibility of the Proposer to ensure that they have received the entire Request for Proposal, including any and all questions, answers and addenda by visiting the City of Rancho Palos Verdes PlanetBids portal. Questions about this RFP must be directed in writing through the PlanetBids Q&A tab no later than 4:00 p.m. PST on January 24, 2025 for response. It is important to note that the City reserves the right to reject any and all responses. The City will not be liable for, nor pay for any costs incurred by responding firms relating to the preparation of the response. An explicit provision of this RFP is that any oral communication is not binding on the City’s RFP response process or selection criteria. VI. SELECTION PROCESS The City will coordinate a review and evaluation of all responses received by the City in response to this RFP. As part of the assessment process, the City will place particular emphasis on the qualifications and experience of the individuals assigned to the project; directly relevant qualifications and experience of the firm; the ability for the firm to undertake the RFP scope of work; and each firm’s understanding and proposed approach to the project. The following specific criteria will be used in the evaluation process: 1. Qualifications, experience and track record of the individuals assigned to the contract and the firm, as a whole, in conducting similar work for similar cities (30%) 2. Understanding and approach to the proposed scope of work (40%) 3. Proposed Fees (30%) The City may also contact and review the proposer’s references; contact any bidder to clarify any response; contact any current users of a bidder’s services; solicit information from any available source concerning any aspect of a Proposal; and seek and review any other information deemed pertinent to the review process. The City C-8 City of Rancho Palos Verdes RFP – State and/or Federal Legislative Services Page 9 of 27 January 2025 shall not be obligated to accept the lowest-priced Proposal(s) but shall make an award in the best interests of the City. After written Proposals have been reviewed, interviews with prospective firms may or may not be required. If scheduled, the interview will be a question and answer format for the purpose of clarifying the intent of any portions of the Proposals. The individual from your firm that will be directly responsible for carrying out the contract, if awarded, should be present at the oral interview. A Notification of Intent to Award may be sent to the vendor selected. Award is contingent upon the successful negotiation of final contract terms. Negotiations shall be confidential and not subject to disclosure to competing vendors unless an agreement is reached. If contract negotiations cannot be concluded successfully, the City may negotiate a contract with the next highest scoring vendor or withdraw the RFP. Award of Agreement The selected firm shall be required to enter into a written Professional Services Agreement (see sample City agreement in Attachment A) with the City, in a form approved by the City Attorney, to perform the Scope of Services. This RFP and the proposal, or any part thereof, may be incorporated into and made a part of the final Agreement; however, the City reserves the right to further negotiate the terms and conditions of the Agreement with the selected consultant. The Agreement will, in any event, include a maximum "fixed cost" to the City. VII. TERMS AND CONDITIONS The following terms and conditions apply to this RFP: 1. All responses shall become the property of the City. 2. Due care and diligence has been exercised in the preparation of this RFP and all information contained herein is believed to be substantially correct. However, the responsibility for determining the full extent of the services rests solely with those making responses. Neither the City nor its representatives shall be responsible for any error or omission in this response, nor for the failure on the part of the respondents to determine the full extent of their exposures. 3. The City reserves the right to select firms from the responses received; to waive any or all informalities and / or irregularities; to re-advertise with either an identical or revised scope, or to cancel any requirement in its entirety; or to reject any or all responses received. C-9 City of Rancho Palos Verdes RFP – State and/or Federal Legislative Services Page 10 of 27 January 2025 4. A response to this RFP does not constitute a formal bid, therefore, the City retains the right to contact any / all proposing firms after submittal in order to obtain supplemental information and/or clarification in either oral or written form. Furthermore, an explicit provision of this RFP is that any oral communication made is not binding on the City’s response process. 5. Insurance Requirements Acknowledgement: Proposer must acknowledge that, upon awarding of the contract, they/their organization will be able to provide sufficient insurance documents. 6. The City will not be liable for, nor pay for any costs incurred by responding firms relating to the preparation of any response for this RFP. 7. City may disqualify a Proposer if: a) References fail to substantiate Proposer’s description of services and deliverables provided; or b) References fail to support that Proposer has a continuing pattern of providing capable, productive, and skilled personnel; or c) City is unable to reach the point of contact with reasonable effort. It is the Proposer’s responsibility to inform the point of contact(s) of normal City working hours. d) Proposer(s) contacts any other City staff or elected officials with questions or comments related to this RFQ, or any other regard. C-10 City of Rancho Palos Verdes RFP – State and/or Federal Legislative Services Page 11 of 27 January 2025 ATTACHMENT A Sample Professional Services Agreement CITY OF RANCHO PALOS VERDES PROFESSIONAL SERVICES AGREEMENT FOR ________________ THIS PROFESSIONAL SERVICES AGREEMENT (herein “Agreement”) is made and entered into on ___________________, 2024, by and between the CITY OF RANCHO PALOS VERDES, a municipal corporation (“City”) and ___________________ (“Consultant”). NOW, THEREFORE, the parties hereto agree as follows: 1. SERVICES OF CONSULTANT 1.1 Scope of Services. In compliance with all of the terms and conditions of this Agreement, the Consultant shall perform the work or services set forth in the “Scope of Services” attached hereto as Exhibit “A” and incorporated herein by reference. Consultant warrants that it has the experience and ability to perform all work and services required hereunder and that it shall diligently perform such work and services in a professional and satisfactory manner. 1.2 Compliance With Law. All work and services rendered hereunder shall be provided in accordance with all ordinances, resolutions, statutes, rules, and regulations of the City and any Federal, State or local governmental agency of competent jurisdiction. 1.3 California Labor Law. If the Scope of Services includes any “public work” or “maintenance work,” as those terms are defined in California Labor Code section 1720 et seq. and California Code of Regulations, Title 8, Section 16000 et seq., and if the total compensation is $1,000 or more, Consultant shall pay prevailing wages for such work and comply with the requirements in California Labor Code section 1770 et seq. and 1810 et seq., and all other applicable laws. 1.4 Licenses, Permits, Fees and Assessments. Consultant shall obtain at its sole cost and expense such licenses, permits, and approvals as may be required by law for the performance of the services required by the Agreement. 1.5 Special Requirements. Additional terms and conditions of this Agreement, if any, which are made a part hereof are set forth in the “Special Requirements” attached hereto as Exhibit “B” and incorporated herein by this reference. In the event of a conflict between the provisions of Exhibit “B” and any other provisions of this Agreement, the provisions of Exhibit “B” shall govern. ARTICLE 2COMPENSATION 2.1 Contract Sum. For the services rendered pursuant to this Agreement, Consultant shall be compensated in accordance with the “Schedule of Compensation” attached hereto as Exhibit “C” and incorporated herein by this reference, but not exceeding the maximum contract amount of $_______________ (______________________ Dollars) (“Contract Sum”). 2.2 Invoices. Each month Consultant shall furnish to City an original invoice for all work performed and expenses incurred during the preceding month in a form approved by City’s C-11 City of Rancho Palos Verdes RFP – State and/or Federal Legislative Services Page 12 of 27 January 2025 Director of Finance. By submitting an invoice for payment under this Agreement, Consultant is certifying compliance with all provisions of the Agreement. The invoice shall contain all information specified in Exhibit “C”, and shall detail charges for all necessary and actual expenses by the following categories: labor (by sub-category), travel, materials, equipment, supplies, and sub-contractor contracts. Sub-contractor charges shall also be detailed by such categories. Consultant shall not invoice City for any duplicate services performed by more than one person. City shall independently review each invoice submitted by the Consultant to determine whether the work performed and expenses incurred are in compliance with the provisions of this Agreement. Except as to any charges for work performed or expenses incurred by Consultant which are disputed by City, City will use its best efforts to cause Consultant to be paid within forty five (45) days of receipt of Consultant’s correct and undisputed invoice; however, Consultant acknowledges and agrees that due to City warrant run procedures, the City cannot guarantee that payment will occur within this time period. In the event any charges or expenses are disputed by City, the original invoice shall be returned by City to Consultant for correction and resubmission. Review and payment by the City of any invoice provided by the Consultant shall not constitute a waiver of any rights or remedies provided herein or any applicable law. 2.3 Additional Services. City shall have the right at any time during the performance of the services, without invalidating this Agreement, to order extra work beyond that specified in the Scope of Services or make changes by altering, adding to or deducting from said work. No such extra work may be undertaken unless a written order is first given by the Contract Officer to the Consultant, incorporating therein any adjustment in (i) the Contract Sum for the actual cost of the extra work, and/or (ii) the time to perform this Agreement, which said adjustments are subject to the written approval of the Consultant. Any increase in compensation of up to ten percent (10%) of the Contract Sum but not exceeding a total contract amount of Five Thousand Dollars ($5,000) or in the time to perform of up to sixty (60) days may be approved by the Contract Officer. Any greater increases, taken either separately or cumulatively, must be approved by the City Council. No claim for an increase in the Contract Sum or time for performance shall be valid unless the procedures established in this Section are followed. ARTICLE 3PERFORMANCE SCHEDULE 3.1 Time of Essence. Time is of the essence in the performance of this Agreement. 3.2 Schedule of Performance. Consultant shall commence the services pursuant to this Agreement upon receipt of a written notice to proceed and shall perform all services within the time period(s) established in the “Schedule of Performance” attached hereto as Exhibit “D” and incorporated herein by this reference. When requested by the Consultant, extensions to the time period(s) specified in the Schedule of Performance may be approved in writing by the Contract Officer but not exceeding thirty (30) days cumulatively. 3.3 Force Majeure. The time period(s) specified in the Schedule of Performance for performance of the services rendered pursuant to this Agreement shall be extended because of any delays due to unforeseeable causes beyond the control and without the fault or negligence of the Consultant, including, but not restricted to, acts of God or of the public enemy, unusually severe weather, fires, earthquakes, floods, epidemics, quarantine restrictions, riots, strikes, freight embargoes, wars, litigation, and/or acts of any governmental agency, including the City, if the Consultant shall within ten (10) days of the commencement of such delay notify the con Officer in writing of the causes of the delay. The Contract Officer shall ascertain the facts and the extent of delay, and extend the time for performing the services for the period of the enforced delay when and if in the judgment of the Contract Officer such delay is justified. The Contract Officer’s determination shall be final and conclusive upon the parties to this Agreement. In no event shall C-12 City of Rancho Palos Verdes RFP – State and/or Federal Legislative Services Page 13 of 27 January 2025 Consultant be entitled to recover damages against the City for any delay in the performance of this Agreement, however caused, Consultant’s sole remedy being extension of the Agreement pursuant to this Section. 3.4 Term. Unless earlier terminated in accordance with Article 7 of this Agreement, this Agreement shall continue in full force and effect until completion of the services but not exceeding ________ years from the date hereof, except as otherwise provided in the Schedule of Performance (Exhibit “D”). [The City may, in its sole discretion, extend the Term for ___________________ additional one-year terms.] ARTICLE 4COORDINATION OF WORK 4.1 Representative of Consultant. _____________ is hereby designated as being the representative of Consultant authorized to act on its behalf with respect to the work and services specified herein and make all decisions in connection therewith. All personnel of Consultant and any authorized agents shall be under the exclusive direction of the representative of Consultant. Consultant shall utilize only competent personnel to perform services pursuant to this Agreement. Consultant shall make every reasonable effort to maintain the stability and continuity of Consultant’s staff and subcontractors, and shall keep City informed of any changes. 4.2 Contract Officer. __________ [or such person as may be designated by the City Manager] is hereby designated as being the representative the City authorized to act in its behalf with respect to the work and services specified herein and to make all decisions in connection therewith (“Contract Officer”). 4.3 Prohibition Against Assignment. Consultant shall not contract with any entity to perform in whole or in part the work or services required hereunder without the express written approval of the City. Neither this Agreement nor any interest herein may be assigned or transferred, voluntarily or by operation of law, without the prior written approval of City. Any such prohibited assignment or transfer shall be void. 4.4 Independent Consultant. Neither the City nor any of its employees shall have any control over the manner, mode or means by which Consultant, its agents or employees, perform the services required herein, except as otherwise set forth. Consultant shall perform all services required herein as an independent contractor of City with only such obligations as are consistent with that role. Consultant shall not at any time or in any manner represent that it or any of its agents or employees are agents or employees of City, or that it is a member of a joint enterprise with City. ARTICLE 5INSURANCE AND INDEMNIFICATION 5.1 Insurance Coverages. Without limiting Consultant’s indemnification of City, and prior to commencement of any services under this Agreement, Consultant shall obtain, provide and maintain at its own expense during the term of this Agreement, policies of insurance of the type and amounts described below and in a form satisfactory to City. (a) 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. C-13 City of Rancho Palos Verdes RFP – State and/or Federal Legislative Services Page 14 of 27 January 2025 (b) Automobile liability insurance. Consultant shall maintain automobile insurance at least as broad as Insurance Services Office form CA 00 01 covering bodily injury and property damage for all activities of the Consultant arising out of or in connection with Services to be performed under this Agreement, including coverage for any owned, hired, non-owned or rented vehicles, in an amount not less than $1,000,000 combined single limit for each accident. (c) Professional liability (errors & omissions) insurance. Consultant shall maintain professional liability insurance that covers the Services to be performed in connection with this Agreement, in the minimum amount of $1,000,000 per claim and in the aggregate. Any policy inception date, continuity date, or retroactive date must be before the effective date of this Agreement and Consultant agrees to maintain continuous coverage through a period no less than three (3) years after completion of the services required by this Agreement. (d) Workers’ compensation insurance. Consultant shall maintain Workers’ Compensation Insurance (Statutory Limits) and Employer’s Liability Insurance (with limits of at least $1,000,000). (e) Subcontractors. Consultant shall include all subcontractors as insureds under its policies or shall furnish separate certificates and certified endorsements for each subcontractor. All coverages for subcontractors shall include all of the requirements stated herein. (f) Additional Insurance. Policies of such other insurance, as may be required in the Special Requirements in Exhibit “B”. 5.2 General Insurance Requirements. (a) Proof of insurance. Consultant shall provide certificates of insurance to City as evidence of the insurance coverage required herein, along with a waiver of subrogation endorsement for workers’ compensation. Insurance certificates and endorsements must be approved by City’s Risk Manager prior to commencement of performance. Current certification of insurance shall be kept on file with City at all times during the term of this Agreement. City reserves the right to require complete, certified copies of all required insurance policies, at any time. (b) Duration of coverage. Consultant shall procure and maintain for the duration of this Agreement insurance against claims for injuries to persons or damages to property, which may arise from or in connection with the performance of the Services hereunder by Consultant, its agents, representatives, employees or subconsultants. (c) Primary/noncontributing. Coverage provided by Consultant shall be primary and any insurance or self-insurance procured or maintained by City shall not be required to contribute with it. The limits of insurance required herein may be satisfied by a combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and non- contributory basis for the benefit of City before the City’s own insurance or self-insurance shall be called upon to protect it as a named insured. (d) City’s rights of enforcement. In the event any policy of insurance required under this Agreement does not comply with these specifications or is canceled and not replaced, C-14 City of Rancho Palos Verdes RFP – State and/or Federal Legislative Services Page 15 of 27 January 2025 City has the right but not the duty to obtain the insurance it deems necessary and any premium paid by City will be promptly reimbursed by Consultant or City will withhold amounts sufficient to pay premium from Consultant payments. In the alternative, City may cancel this Agreement. (e) Acceptable insurers. All insurance policies shall be issued by an insurance company currently authorized by the Insurance Commissioner to transact business of insurance or that is on the List of Approved Surplus Line Insurers in the State of California, with an assigned policyholders’ Rating of A- (or higher) and Financial Size Category Class VI (or larger) in accordance with the latest edition of Best’s Key Rating Guide, unless otherwise approved by the City’s Risk Manager. (f) Waiver of subrogation. All insurance coverage maintained or procured pursuant to this agreement shall be endorsed to waive subrogation against City, its elected or appointed officers, agents, officials, employees and volunteers or shall specifically allow Consultant or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. Consultant hereby waives its own right of recovery against City, and shall require similar written express waivers and insurance clauses from each of its subconsultants. (g) Enforcement of contract provisions (non-estoppel). Consultant acknowledges and agrees that any actual or alleged failure on the part of the City to inform Consultant of non-compliance with any requirement imposes no additional obligations on the City nor does it waive any rights hereunder. (h) Requirements not limiting. Requirements of specific coverage features or limits contained in this section are not intended as a limitation on coverage, limits or other requirements, or a waiver of any coverage normally provided by any insurance. Specific reference to a given coverage feature is for purposes of clarification only as it pertains to a given issue and is not intended by any party or insured to be all inclusive, or to the exclusion of other coverage, or a waiver of any type. If the Consultant maintains higher limits than the minimums shown above, the City requires and shall be entitled to coverage for the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City. (i) Notice of cancellation. Consultant agrees to oblige its insurance agent or broker and insurers to provide to City with a thirty (30) day notice of cancellation (except for nonpayment for which a ten (10) day notice is required) or nonrenewal of coverage for each required coverage. (j) Additional insured status. General liability policies shall provide or be endorsed to provide that City and its officers, officials, employees, and agents, and volunteers shall be additional insureds under such policies. This provision shall also apply to any excess/umbrella liability policies. (k) Prohibition of undisclosed coverage limitations. 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. C-15 City of Rancho Palos Verdes RFP – State and/or Federal Legislative Services Page 16 of 27 January 2025 (l) Separation of insureds. A severability of interests provision must apply for all additional insureds ensuring that Consultant’s insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the insurer’s limits of liability. The policy(ies) shall not contain any cross-liability exclusions. (m) Pass through clause. Consultant agrees to ensure that its subconsultants, 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 and endorsements 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 consultants, subcontractors, and others engaged in the project will be submitted to City for review. (n) Agency’s right to revise specifications. 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 and Consultant may renegotiate Consultant’s compensation. (o) Self-insured retentions. Any self-insured retentions must be declared to and approved by City. City reserves the right to require that self-insured retentions be eliminated, lowered, or replaced by a deductible. Self-insurance will not be considered to comply with these specifications unless approved by City. (p) Timely notice of claims. Consultant shall give City prompt and timely notice of claims made or suits instituted that arise out of or result from Consultant’s performance under this Agreement, and that involve or may involve coverage under any of the required liability policies. (q) Additional insurance. Consultant shall also procure and maintain, at its own cost and expense, any additional kinds of insurance, which in its own judgment may be necessary for its proper protection and prosecution of the work. 5.3 Indemnification. To the full extent permitted by law, Consultant agrees to indemnify, defend and hold harmless the City, its officers, employees and agents (“Indemnified Parties”) against, and will hold and save them and each of them harmless from, any and all actions, either judicial, administrative, arbitration or regulatory claims, damages to persons or property, losses, costs, penalties, obligations, errors, omissions or liabilities whether actual or threatened that may be asserted or claimed by any person, firm or entity arising out of or in connection with the negligent performance of the work, operations or activities provided herein of Consultant, its officers, employees, agents, subcontractors, invitees, or any individual or entity for which Consultant is legally liable (collectively, “Indemnitors”), or arising from Indemnitors’ reckless or willful misconduct, or arising from Indemnitors’ negligent performance of or failure to perform any term, provision, covenant or condition of this Agreement, except claims or liabilities occurring as a result of Indemnified Parties’ sole negligence or willful acts or omissions. The indemnity C-16 City of Rancho Palos Verdes RFP – State and/or Federal Legislative Services Page 17 of 27 January 2025 obligation shall be binding on successors and assigns of Indemnitors and shall survive termination of this Agreement. ARTICLE 6RECORDS, REPORTS, AND RELEASE OF INFORMATION 6.1 Records. Consultant shall keep, and require subcontractors to keep, such ledgers, books of accounts, invoices, vouchers, canceled checks, reports, studies or other documents relating to the disbursements charged to City and services performed hereunder (the “books and records”), as shall be necessary to perform the services required by this Agreement and enable the Contract Officer to evaluate the performance of such services and shall keep such records for a period of three years following completion of the services hereunder. The Contract Officer shall have full and free access to such books and records at all times during normal business hours of City, including the right to inspect, copy, audit and make records and transcripts from such records. 6.2 Reports. Consultant shall periodically prepare and submit to the Contract Officer such reports concerning the performance of the services required by this Agreement or as the Contract Officer shall require. 6.3 Confidentiality and Release of Information. (a) All information gained or work product produced by Consultant in performance of this Agreement shall be considered confidential, unless such information is in the public domain or already known to Consultant. Consultant shall not release or disclose any such information or work product to persons or entities other than the City without prior written authorization from the Contract Officer. (b) Consultant shall not, without prior written authorization from the Contract Officer or unless requested by the City Attorney, voluntarily provide documents, declarations, letters of support, testimony at depositions, response to interrogatories or other information concerning the work performed under this Agreement. Response to a subpoena or court order shall not be considered “voluntary” provided Consultant gives the City notice of such court order or subpoena. (c) If Consultant provides any information or work product in violation of this Agreement, then the City shall have the right to reimbursement and indemnity from Consultant for any damages, costs and fees, including attorney’s fees, caused by or incurred as a result of Consultant’s conduct. (d) Consultant shall promptly notify the City should Consultant be served with any summons, complaint, subpoena, notice of deposition, request for documents, interrogatories, request for admissions or other discovery request, court order or subpoena from any party regarding this Agreement and the work performed thereunder. The City retains the right, but has no obligation, to represent Consultant or be present at any deposition, hearing or similar proceeding. Consultant agrees to cooperate fully with the City and to provide the City with the opportunity to review any response to discovery requests provided by Consultant. 6.4 Ownership of Documents. All studies, surveys, data, notes, computer files, reports, records, drawings, specifications, maps, designs, photographs, documents and other materials (the “documents and materials”) prepared by Consultant in the performance of this Agreement shall be the property of the City and shall be delivered to the City upon request of the Contract Officer or upon the termination of this Agreement, and Consultant shall have no claim for further employment or additional compensation as a result of the exercise by the City of its full rights of ownership use, reuse, or assignment of the documents and materials hereunder. Moreover, Consultant with respect to any documents and materials that may qualify as “works made for hire” C-17 City of Rancho Palos Verdes RFP – State and/or Federal Legislative Services Page 18 of 27 January 2025 as defined in 17 U.S.C. § 101, such documents and materials are hereby deemed “works made for hire” for the City. ARTICLE 7ENFORCEMENT OF AGREEMENT AND TERMINATION 7.1 California Law. This Agreement shall be interpreted, construed and governed both as to validity and to performance of the parties in accordance with the laws of the State of California. Legal actions concerning any dispute, claim or matter arising out of or in relation to this Agreement shall be instituted in the Superior Court of the County of Los Angeles, State of California. In the event of litigation in a U.S. District Court, venue shall lie exclusively in the Central District of California, in the County of Los Angeles, State of California. 7.2 Disputes; Default. In the event that Consultant is in default under the terms of this Agreement, the City shall not have any obligation or duty to continue compensating Consultant for any work performed after the date of default. Instead, the City may give notice to Consultant of the default and the reasons for the default. The notice shall include the timeframe in which Consultant may cure the default. This timeframe is presumptively thirty (30) days, but may be extended, if circumstances warrant. During the period of time that Consultant is in default, the City shall hold all invoices and shall, when the default is cured, proceed with payment on the invoices. If Consultant does not cure the default, the City may take necessary steps to terminate this Agreement under this Article. 7.3 Legal Action. In addition to any other rights or remedies, either party may take legal action, in law or in equity, to cure, correct or remedy any default, to recover damages for any default, to compel specific performance of this Agreement, to obtain declaratory or injunctive relief, or to obtain any other remedy consistent with the purposes of this Agreement. Notwithstanding any contrary provision herein, Consultant shall file a statutory claim pursuant to Government Code Sections 905 et. seq. and 910 et. seq., in order to pursue any legal action under this Agreement. Except with respect to rights and remedies expressly declared to be exclusive in this Agreement, the rights and remedies of the parties are cumulative and the exercise by either party of one or more of such rights or remedies shall not preclude the exercise by it, at the same or different times, of any other rights or remedies for the same default or any other default by the other party. 7.4 Termination Prior to Expiration of Term. This Section shall govern any termination of this Contract except as specifically provided in the following Section for termination for cause. The City reserves the right to terminate this Contract at any time, with or without cause, upon fifteen (15) days’ written notice to Consultant, except that where termination is due to the fault of the Consultant, the period of notice may be such shorter time as may be determined by the Contract Officer. In addition, the Consultant reserves the right to terminate this Contract at any time, with or without cause, upon sixty (60) days’ written notice to City, except that where termination is due to the fault of the City, the period of notice may be such shorter time as the Consultant may determine. Upon receipt of any notice of termination, Consultant shall immediately cease all services hereunder except such as may be specifically approved by the Contract Officer. Except where the Consultant has initiated termination, the Consultant shall be entitled to compensation for all services rendered prior to the effective date of the notice of termination and for any services authorized by the Contract Officer thereafter in accordance with the Schedule of Compensation or such as may be approved by the Contract Officer. In the event the Consultant has initiated termination, the Consultant shall be entitled to compensation only for the reasonable value of the work product actually produced hereunder, but not exceeding the compensation provided therefore in the Schedule of Compensation Exhibit “C”. In the event of termination without cause pursuant C-18 City of Rancho Palos Verdes RFP – State and/or Federal Legislative Services Page 19 of 27 January 2025 to this Section, the terminating party need not provide the non-terminating party with the opportunity to cure pursuant to Section 7.2. 7.5 Termination for Default of Consultant. If termination is due to the failure of the Consultant to fulfill its obligations under this Agreement, City may, after compliance with the provisions of Section 7.2, take over the work and prosecute the same to completion by contract or otherwise, and the Consultant shall be liable to the extent that the total cost for completion of the services required hereunder exceeds the compensation herein stipulated (provided that the City shall use reasonable efforts to mitigate such damages), and City may withhold any payments to the Consultant for the purpose of set-off or partial payment of the amounts owed the City as previously stated. ARTICLE 8MISCELLANEOUS 8.1 Covenant Against Discrimination. Consultant covenants that, by and for itself, its heirs, executors, assigns and all persons claiming under or through them, that there shall be no discrimination against or segregation of, any person or group of persons on account of race, color, creed, religion, sex, gender, sexual orientation, marital status, national origin, ancestry, or other protected class in the performance of this Agreement. Consultant shall take affirmative action to ensure that applicants are employed and that employees are treated during employment without regard to their race, color, creed, religion, sex, gender, sexual orientation, marital status, national origin, ancestry, or other protected class 8.2 Non-liability of City Officers and Employees. No officer or employee of the City shall be personally liable to the Consultant, or any successor in interest, in the event of any default or breach by the City or for any amount, which may become due to the Consultant or to its successor, or for breach of any obligation of the terms of this Agreement. 8.3 Notice. Any notice, demand, request, document, consent, approval, or communication either party desires or is required to give to the other party or any other person shall be in writing and either served personally or sent by prepaid, first-class mail, in the case of the City, to the City Manager and to the attention of the Contract Officer (with her/his name and City title), City of Rancho Palos Verdes, 30940 Hawthorne Boulevard, California 90275, and in the case of the Consultant, to the person(s) at the address designated on the execution page of this Agreement. Either party may change its address by notifying the other party of the change of address in writing. Notice shall be deemed communicated at the time personally delivered or in seventy-two (72) hours from the time of mailing if mailed as provided in this Section. 8.4 Integration; Amendment. It is understood that there are no oral agreements between the parties hereto affecting this Agreement and this Agreement supersedes and cancels any and all previous negotiations, arrangements, agreements and understandings, if any, between the parties, and none shall be used to interpret this Agreement. This Agreement may be amended at any time by the mutual consent of the parties by an instrument in writing. 8.5 Severability. In the event that part of this Agreement shall be declared invalid or unenforceable by a valid judgment or decree of a court of competent jurisdiction, such invalidity or unenforceability shall not affect any of the remaining portions of this Agreement which are hereby declared as severable and shall be interpreted to carry out the intent of the parties hereunder unless the invalid provision is so material that its invalidity deprives either party of the basic benefit of their bargain or renders this Agreement meaningless. 8.6 Waiver. No delay or omission in the exercise of any right or remedy by non-defaulting party on any default shall impair such right or remedy or be construed as a waiver. A party’s consent to or approval of any act by the other party requiring the party’s consent or approval shall not be deemed to waive or render unnecessary the other party’s consent to or approval of any C-19 City of Rancho Palos Verdes RFP – State and/or Federal Legislative Services Page 20 of 27 January 2025 subsequent act. Any waiver by either party of any default must be in writing and shall not be a waiver of any other default concerning the same or any other provision of this Agreement. 8.7 Attorneys’ Fees. If either party to this Agreement is required to initiate or defend or made a party to any action or proceeding in any way connected with this Agreement, the prevailing party in such action or proceeding, in addition to any other relief which may be granted, whether legal or equitable, shall be entitled to reasonable attorney’s fees, whether or not the matter proceeds to judgment. 8.8 Interpretation. The terms of this Agreement shall be construed in accordance with the meaning of the language used and shall not be construed for or against either party by reason of the authorship of this Agreement or any other rule of construction which might otherwise apply. 8.9 Counterparts. This Agreement may be executed in counterparts, each of which shall be deemed to be an original, and such counterparts shall constitute one and the same instrument. 8.10 Warranty & Representation of Non-Collusion. No official, officer, or employee of City has any financial interest, direct or indirect, in this Agreement, nor shall any official, officer, or employee of City participate in any decision relating to this Agreement which may affect his/her financial interest or the financial interest of any corporation, partnership, or association in which (s)he is directly or indirectly interested, or in violation of any corporation, partnership, or association in which (s)he is directly or indirectly interested, or in violation of any State or municipal statute or regulation. The determination of “financial interest” shall be consistent with State law and shall not include interests found to be “remote” or “noninterests” pursuant to Government Code Sections 1091 or 1091.5. Consultant warrants and represents that it has not paid or given, and will not pay or give, to any third party including, but not limited to, any City official, officer, or employee, any money, consideration, or other thing of value as a result or consequence of obtaining or being awarded any agreement. Consultant further warrants and represents that (s)he/it has not engaged in any act(s), omission(s), or other conduct or collusion that would result in the payment of any money, consideration, or other thing of value to any third party including, but not limited to, any City official, officer, or employee, as a result of consequence of obtaining or being awarded any agreement. Consultant is aware of and understands that any such act(s), omission(s) or other conduct resulting in such payment of money, consideration, or other thing of value will render this Agreement void and of no force or effect. Consultant’s Authorized Initials _______ 8.11 Corporate Authority. The persons executing this Agreement on behalf of the parties hereto warrant that (i) such party is duly organized and existing, (ii) they are duly authorized to execute and deliver this Agreement on behalf of said party, (iii) by so executing this Agreement, such party is formally bound to the provisions of this Agreement, and (iv) the entering into this Agreement does not violate any provision of any other Agreement to which said party is bound. This Agreement shall be binding upon the heirs, executors, administrators, successors and assigns of the parties. [Signatures On The Following Page] C-20 City of Rancho Palos Verdes RFP – State and/or Federal Legislative Services Page 21 of 27 January 2025 IN WITNESS WHEREOF, the parties hereto have executed this Agreement on the date and year first-above written. CITY: CITY OF RANCHO PALOS VERDES, a municipal corporation Ara M. Mihranian, City Manager ATTEST: Teresa Takaoka, City Clerk APPROVED AS TO FORM: ALESHIRE & WYNDER, LLP Elena Q. Gerli, City Attorney CONSULTANT: ____________________________________ By: Name: Title: By: Name: Title: Address: Two corporate officer signatures required when Consultant is a corporation, with one signature required from each of the following groups: 1) Chairman of the Board, President or any Vice President; and 2) Secretary, any Assistant Secretary, Chief Financial Officer or any Assistant Treasurer. CONSULTANT’S SIGNATURES SHALL BE DULY NOTARIZED, AND APPROPRIATE ATTESTATIONS SHALL BE INCLUDED AS MAY BE REQUIRED BY THE BYLAWS, ARTICLES OF INCORPORATION, OR OTHER RULES OR REGULATIONS APPLICABLE TO CONSULTANT’S BUSINESS ENTITY. C-21 01203.0001/267879.5 CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT STATE OF CALIFORNIA COUNTY OF LOS ANGELES On __________, 2024 before me, ________________, personally appeared ________________, proved to me on the basis of satisfactory evidence to be the person(s) whose names(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument. I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct. WITNESS my hand and official seal. Signature: _____________________________________ OPTIONAL Though the data below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent reattachment of this form. CAPACITY CLAIMED BY SIGNER DESCRIPTION OF ATTACHED DOCUMENT INDIVIDUAL CORPORATE OFFICER _______________________________ TITLE(S) PARTNER(S) LIMITED GENERAL ATTORNEY-IN-FACT TRUSTEE(S) GUARDIAN/CONSERVATOR OTHER_______________________________ ______________________________________ SIGNER IS REPRESENTING: (NAME OF PERSON(S) OR ENTITY(IES)) _____________________________________________ _____________________________________________ ___________________________________ TITLE OR TYPE OF DOCUMENT ___________________________________ NUMBER OF PAGES ___________________________________ DATE OF DOCUMENT ___________________________________ SIGNER(S) OTHER THAN NAMED ABOVE CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT STATE OF CALIFORNIA COUNTY OF LOS ANGELES A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy or validity of that A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy or validity of that C-22 01203.0001/267879.5 On __________, 2024 before me, ________________, personally appeared ________________, proved to me on the basis of satisfactory evidence to be the person(s) whose names(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument. I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct. WITNESS my hand and official seal. Signature: _____________________________________ OPTIONAL Though the data below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent reattachment of this form CAPACITY CLAIMED BY SIGNER DESCRIPTION OF ATTACHED DOCUMENT INDIVIDUAL CORPORATE OFFICER _______________________________ TITLE(S) PARTNER(S) LIMITED GENERAL ATTORNEY-IN-FACT TRUSTEE(S) GUARDIAN/CONSERVATOR OTHER_______________________________ ______________________________________ SIGNER IS REPRESENTING: (NAME OF PERSON(S) OR ENTITY(IES)) _____________________________________________ _____________________________________________ ___________________________________ TITLE OR TYPE OF DOCUMENT ___________________________________ NUMBER OF PAGES ___________________________________ DATE OF DOCUMENT ___________________________________ SIGNER(S) OTHER THAN NAMED ABOVE C-23 01203.0001/267879.5 A-1 EXHIBIT “A” SCOPE OF SERVICES I. Consultant will perform the following services: A. B. C, II. As part of the Services, Consultant will prepare and deliver the following tangible work products to the City: A. B. C. III. In addition to the requirements of Section 6.2, during performance of the Services, Consultant will keep the City updated of the status of performance by delivering the following status reports: A. B. C. IV. All work product is subject to review and acceptance by the City, and must be revised by the Consultant without additional charge to the City until found satisfactory and accepted by City. V. Consultant will utilize the following personnel to accomplish the Services: A. B. C. C-24 01203.0001/267879.5 B-1 EXHIBIT “B” SPECIAL REQUIREMENTS (Superseding Contract Boilerplate) C-25 C-1 01203.0001/267879.5 EXHIBIT “C” SCHEDULE OF COMPENSATION I. Consultant shall perform the following Services at the following rates: TASK RATE TIME SUB-BUDGET A. Task 1 ___________ ___________ $ B. Task 2 ___________ ___________ C. Task 3 ___________ ___________ II. A retention of ten percent (10%) shall be held from each payment as a contract retention to be paid as a part of the final payment upon satisfactory completion of services. III. Within the budgeted amounts for each Task, and with the approval of the Contract Officer, funds may be shifted from one Task subbudget to another so long as the Contract Sum is not exceeded per Section 2.1, unless Additional Services are approved per Section 2.3. IV. The City will compensate Consultant for the Services performed upon submission of a valid invoice. Each invoice is to include: A. Line items for all the work performed, the number of hours worked, and the hourly rate. B. Line items for all materials and equipment properly charged to the Services. C. Line items for all other approved reimbursable expenses claimed, with supporting documentation. D. Line items for all approved subcontractor labor, supplies, equipment, materials, and travel properly charged to the Services. V. The total compensation for the Services shall not exceed the Contract Sum as provided in Section 2.1 of this Agreement. VI. Consultant’s billing rates for all personnel are attached as Exhibit C-1. C-26 C-2 01203.0001/267879.5 EXHIBIT “D” SCHEDULE OF PERFORMANCE I. Consultant shall perform all services timely in accordance with the following schedule: Days to Perform Deadline Date A. Task 1 ______________ ______________ B. Task 2 ______________ ______________ C. Task 3 ______________ II. Consultant shall deliver the following tangible work products to the City by the following dates. A. B. C. III. The Contract Officer may approve extensions for performance of the services in accordance with Section 3.2. C-27