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HomeMy WebLinkAboutItem #05 Approval to Award RFP #16-001 Federal Lobbyist Services ocoee florida AGENDA ITEM COVER SHEET Meeting Date: February 16, 2016 Item # 5 Reviewed By: fi-) Contact Name: Joyce Tolbert Department Director: ,J w Contact Number: 1516 City Manager: Subject: Award of RFP#16-001 Federal Lobbyist Services Background Summary: In compliance with Chapter 21 of the City's Code of Ordinances, the City solicited proposals from qualified persons, firms, corporations, or agencies to provide federal lobbyist services to the City. This term contract will be for an initial three (3) years, with two (2), one (1) year automatic renewal options, unless terminated by the City upon the issuance of written notice by the City to the Contractor provided not later than thirty (30) days prior to any anniversary date. Each term is renewable with the condition that the City's obligation to pay under this Agreement for each year is contingent upon the City in its good faith judgment having sufficient funds to make an annual appropriation for the work to be provided under this agreement. The selected firm will represent the city's interest in discussions with members of the U.S. Congress, Congressional staff, federal agencies, and other parties participating in the governance process at the national and regional levels. Such representation includes the giving and collecting of information and presenting the city's viewpoint on matters of interest to the city and its citizens. Legislative and regulatory language affecting the city may be proposed and discussed with potential sponsors. Legislation and regulations proposed by others that have the potential to impact the city will be monitored and periodic reports will be provided to the city to inform officials about the progress and potential for passage of such legislation and regulations. On some occasions, it may be necessary to draft and/or present actual written and oral testimony in support of, or in opposition to, specific actions being contemplated by the Congress or a federal agency. The selected firm will also support staff and elected official visits to Washington, DC by taking such actions as arranging for meetings with elected and appointed federal officials and participating in those meetings, when appropriate. The selected firm is responsible for complying with any and all local, state, and federal regulations that may pertain to this agreement. The RFP was advertised on December 20, 2015 and was publicly opened on January 19, 2016. There were four (4) proposals submitted. The Finance Department reviewed the proposals and all were considered responsive, see the attached RFP Checklist. Complete copies of all responses are available in the Finance Department for your review. The four (4) responses were evaluated by the RFP Evaluation Committee appointed by the City Manager, which was comprised of three (3) members: Doug Gaines, Assistant Support Services Director; John Miller, Fire Chief; and Gene Williford, Human Resources/Risk Management Director. The public RFP Evaluation Committee meeting was held on February 2, 2016 with the Evaluation Committee evaluating and short-listing the firms on specific evaluation criteria. Please see the attached shortlist/evaluation form. The evaluation committee short- listed the following firms in ranked order, and recommends contracting with the top ranked firm, Capitol Counsel, LLC, per the attached award recommendation from Gene Williford, Human Resources/Risk Management Director. The Table below is the Evaluation Committee's rankings: Rank/Respondent Annual Lump Sum Hourly Rate for Additional Expenses 1. Capitol Counsel, LLC $30,000 n/a 2. Alcalde & Fay, LTD. Inc. $60,000 n/a 3. Global Business Development $30,000 n/a Consulting, Inc. (GBDC) 4. Downs Government Affairs $110,000 $400 Issue: Should the City Commission award the term contract for federal lobbyist services to Capitol Counsel, LLC, as recommended by the Evaluation Committee? Recommendations: Staff recommends that the City Commission award the term contract for RFP #16-001 Federal Lobbyist Services to Capitol Counsel, LLC, in the amount of $30,000 annually, and authorize the Mayor, City Clerk, and staff to execute all necessary contract documents once the required insurance is received. Attachments: 1. RFP#16-001 2. Capitol Counsel Proposal 3. Alcalde & Fay Proposal 4. GBDC Proposal 5. Downs Government Proposal 6. Evaluation Form/Shortlist 7. RFP Checklist 8. Award Recommendation from HR/Risk Management Director Financial Impact: As budgeted each fiscal year; $30,000 is budgeted for these services in the current fiscal year. Type of Item: (please mark with an "x") Public Hearing For Clerk's Dept Use: Ordinance First Reading X Consent Agenda Ordinance Second Reading Public Hearing Resolution Regular Agenda X Commission Approval Discussion& Direction Original Document/Contract Attached for Execution by City Clerk X Original Document/Contract Held by Department for Execution Reviewed by City Attorney N/A Reviewed by Finance Dept. N/A Reviewed by ( ) N/A 2 Mayor Commissioners Rusty Johnson John Grogan, District 1 Rosemary Wilsen, District 2 1 City Manager Robert Frank Angel de la Portilla, District 3 Joel F. Keller, District 4 ocoee f'Ofida MEMORANDUM TO: Joyce Tolbert Purchasing Agent FROM: Gene Willifo • HR Direct' DATE: February 3, 2016 RE: Recommendation to Award RFQ #16-001 Federal Lobbyist Services The selection committee, comprised of Doug Gaines, Assistant Support Service Director, John Miller, Fire Chief and myself, recommend the selection of the top ranked consultant as follows: 1 . Capital Counsel, LLC 2. Alcalde & Fay, LTD, Inc. 3. Global Businesses Development Consulting Inc. 4. Downs Government Affairs Inc. The committee was provided with these four (4) proposals from interested lobbyists to review and rank. Following the review of the proposals, the members of the RFQ Evaluation Committee met and discussed the merits of the respondents on February 2, 2016. City Staff reviewed each of the firms qualifications in detail and found no issues that would indicate any inability to perform the work as desired and needed. 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U n a J 3 Cr c6 K C ns E Q r- c O W i O W w Q a Ce , W LL U C 6) c 7 0 C O H 0 z E' W a) o E) E Q z o @ O C a Q w J a) 0 W I— J a> E N E > C a) C ca n > o o u' °6 0 0 pp a) 0 cis f6 • Q 3 - • co O o Q U 0 0 N co V' Z .— 1. _ Ili !11 I CAPITOL COUNSEL January 5,2015 Capitol Counsel, LLC 700 13th Street,NW, 2nd Floor Washington, DC 20005 T: (202) 861-3200 F: (202) 861-3219 Proposal RFP#16-001 Federal Lobbyist Services Point of Contact Team Leader Brad Mollet Principal 0: (861)540-1942 C: (605) 261-6870 hmollet@capitolcounsel.com (. January 5,2016 di etoi Joyce Tolbert i 1 i f fryrl Purchasing Agent — - 150 N. Lakeshore Drive + E I 1 ,I Ocoee,FL 34761..2258 CAPITOL COUNSEL Dear Ms.Tolbert, Thank you for the opportunity to present this proposal to perform Federal Lobbyist Services,to(RFP#16-001)to the City of Ocoee, Florida(hereafter"City," and "City's" where necessary). On behalf of Capitol Counsel,we respectfully offer the following proposal: The collective goal of this engagement is to provide City with federal lobbying,and related services,to strengthen City's presence in Washington, DC, and its influence of key members of Congress,Congressional committees,and federal agencies to support its funding and legislative goals. Capitol Counsel will actively engage:the Congressional Offices of Senator Bill Nelson(including after the 2018 election, assuming he wins,or his successor, per the 3 year requisite of services by City),Senator Rubio (after he retires to run for President,we will engage the offices of his successor),and Representative Daniel Webster,and Congressional committees of jurisdiction to advocate, and pursue,the goals and initiatives of City. In addition, Capitol Counsel will communicate and engage City's funding and legislative goals, to various federal agencies, Capitol Counsel's unparalleled experience, knowledge,and collective approach of our senior professionals,make our firm well-suited to provide City with timely, insightful strategic guidance,and political intelligence. We share in your assertion for greater awareness and support for City,and look forward to assisting you in gaining funding, and support,from Congress and federal agencies. We believe there are ample opportunities for you to influence legislation,and secure federal funding for your constituents.Capitol Counsel firmly believes we can achieve the goals of City,by increasing federal support through skilled advocacy,creative marketing,and close collaboration with the Florida Congressional Delegation and federal agencies.To that end, we welcome the opportunity to further discuss representing City,in Washington,DC. Sincerely, John D. Raffaelli Founding Partner 700 13th Street,NW,2R1 Floor Washington,DC 20005 (202)861-3207 Direct Dial (202)841-8814 Cell iaffaelli@capitolcounsel.com C;A0l`I )1, CC)LNSI.J 1.1.0 700 13111 Street, N\V I \Vashingtun, l)C I 20005 202 861 3200 SECTION I ('. - Introduction to Capitol Counsel; Commitment to City - Consistently rated one of the top advocacy firms in DC, Capitol Counsel, founded in 2007, specializes in designing and implementing creative and well-researched strategies that will open doors of opportunity in Washington,DC,for our clients. Capitol Counsel is unique, in the lobbying and government relations profession: we work in a collaborative, and bipartisan way to address clients' specific needs—we view ourselves not as outside professionals,but as strategic partners, and trusted advisors. Our team,consisting of professionals with decades of expertise in policy-making, as well as professionals with decades of experience in politics,places a premium on the development of targeted, and tailored legislative strategies for each of our clients. To implement these strategies, we utilize our expert understanding of both policy—the federal legislative,budgetary, and regulatory processes—and politics, understanding the importance of combining the two,to create and/or capitalize on an opportunity,or find a solution to a problem. This approach produces positive,measurable results,on behalf of a broad array of companies, organizations, and industries. We begin with a comprehensive review of our client's needs,capabilities, and strengths,around which we craft a unique business development and marketing strategy. Using strong familiarity with each client, as well as a carefully crafted plan, Capitol Counsel helps our clients attain both their short-term,and long- term goals and objectives. Further,we assist clients in positioning their issues as relevant to debates. With a keen understanding of the political dynamics,we reframe issues to match the unfolding political narrative. In the process, we establish our clients as knowledgeable resources on the issues of the day, and broadly anticipate the evolution of shifting tactics,messages, and messengers to capitalize on opportunities. Stemming from the above attributes of Capitol Counsel's work, and through achieving them,we have come to represent a diverse group of clients,including: counties; municipalities;higher education institutions;Fortune 500 Companies; and large associations. Having this diverse group of clients allows our firm to interact with every delegation, including the Florida Congressional Delegation(a federal body pertinent to the City's requests). Ultimately,Capitol Counsel will achieve the goals of City, as outlined in its (City's)Scope of Services, sided by a general scope of service it itself maintains, for City, as reflected in our proposal; we recognize the importance of City's Scope of Services, and will ensure that we fulfill those services to all of their ends. This surety to City is a sincere commitment, one we will uphold with professionalism,care, and progress. r()1,CO1)NSl�.1.1.1,C I 700 13th Strcct,N\V I Washington, DC 20005 202-HG I 3200 ' - Technical Information about Capitol Counsel - • Capitol Counsel is a limited liability company. • Three offices: o 700 13th Street, NW, 2nd Floor Washington, DC 20005 o 1011 East Main St,Suite 400 Richmond, VA 23219 o 410 North Boylan Ave Raleigh,NC 27603 • 32 employees: o 2015: 32 o 2014: 29 o 2013: 27 o 2012: 24 o 2011: 19 • Current annual dollar volume of work: $14 million, • For the relevant contract,Capitol Counsel would serve from its offices in Washington,D.C.,but would visit the City of Ocoee's officials at the City's request, as well as be biannually available for meetings (with City). • In varying capacities, Capitol Counsel has been serving public and private sector clients,in ways relevant to the City of Ocoee's requests,for over 8 years. SECTION II -Capitol Counsel's Qualifications and Expertise- (. (;;AP!'(()1.(;O1 NSF]. IJ,C I 700 13th Street, N\V I \Vashingtun, DC I 20005 202-861-3200 Collaborative Advocacy on Behalf of City The City of Ocoee,Florida Team will be handled primarily by six professionals ("City Team,"or "Team"): • Brad Mollet,Principal, Capitol Counsel • John D. Raffaelli,Partner, Capitol Counsel • Shannon Finley, Partner, Capitol Counsel • Towner French,Principal, Capitol Counsel • Aaron Cohen,Principal, Capitol Counsel • John Paul Woodley, Principal, Capitol Counsel o Bios for each member of the Team immediately follow this section. The leader for City Team will be Brad Mollet, who is based in Washington, D.C. Mr. Mollet will work with City, and be responsible for all communication and coordination with it. Mr. Mollet will take the directives of City, and on behalf of it, work with the Team to gather the necessary information. Our Team knows each person's strengths and bandwidth,to ensure our skilled advocacy is directed to the key member, staffer, or committee member. Bios of City Team members The following consultant of Capitol Counsel, as led by Team Leader Brad Mollet,will work with the City of Ocoee: 46 John D.Raffaelli John D. Raffaelli is the founding partner of Capitol Counsel LLC. He has more than 30 years of experience in federal policy and policymaking, with an emphasis on taxation, finance, health care, international trade, and general business matters. In addition to being called a "big-name lobbyist" by the Washington Post,he has been nationally recognized as one of the most effective lobbyists in Washington and is respected by both Democratic and Republican lawmakers for his knowledge of the legislative process and his ability to develop public policy solutions to client problems. In 2007, he was named by Washingtonian Magazine as one of the top 25 lobbyists in the Nation's Capital, and he has made every top lobbyist list in the magazine since it began publishing them. C( )1 1.1J I 700 13th Street, N\V' I Washington, DC I 20005 202 861 .3200 Raffaelli spent four years on Capitol Hill as counsel for tax and international trade to Senator Lloyd Bentsen (D-TX). He developed extensive expertise in the tax rules governing depreciation, R&D, insurance, real estate, energy, and other issues and, as a lobbyist, has regularly represented clients before Congress on those issues. Before founding Capitol Counsel, Raffaelli was a founder and former chairman of The Washington Group, a government relations firm in Washington, D.C., where he represented a wide variety of business, tax, and trade clients on Capitol Hill and before executive branch agencies. Prior to serving with The Washington Group and its predecessor firm, McAuliffe, Kelly and Raffaelli, he was a partner in the Washington law firm of Bishop, Cook,Purcell, and Reynolds. Before serving on Senator Bentsen's staff in the senate, Raffaelli served as attorney adviser to then Chief Judge Samuel Sterrett of the U.S. Tax Court. He also served as staff assistant to Congressman Wright Patman(D-TX). Raffaelli has served as a managing trustee of the Democratic National Committee. He was also actively involved in the 1992 Clinton for president campaign, served on the 1996 Clinton-Gore national finance committee, and served as vice chair of the Kerry for president campaign. He is active each year in many house and senate campaigns. Raffaelli also served on the president's advisory committee on the arts for the John F. Kennedy Center in Washington, D.C. He currently serves on the board of directors of the Susan G. Komen Foundation. Raffaelli holds an L.L.M. in taxation from New York University Law School, a J.D. from the University of Arkansas Law School, and a B.S. in Business Administration from American University. t Shannon Finley Shannon Finley is a founding partner of Capitol Counsel, LLC. She brings to the firm nearly 20 years of experience in politics and policy in Washington,D.C. Ms. Finley manages Capitol Counsel's Senate Practice where she is known for her strategic counsel on issues ranging from tax to health and politics. Her client base cuts across industries and includes key trade associations, Fortune 100 corporations, non-profits and issue-based coalitions. She was named one of the Top Lobbyists to know in Washington by The Hill in 2014. Prior to Capitol Counsel, Finley served for eight years as consultant and political adviser to Senator Max Baucus (D-MT). She began her career with Senator Baucus as national finance director for his 2002 re- election campaign and director of his political action committee. After his successful election, she continued her tenure as political director and senior adviser, managing his fundraising operation, providing counsel on political matters, and directing national outreach. Further, she coordinated fundraising events and political support on behalf of the Senator for his Senate colleagues, elected officials in Montana, and party committees. Finley began her career in Washington as the Saxophone Club Director for the Democratic National ( Committee. From there, she was dispatched to Texas where she served as finance director for Texas Land CAPl'i'(7I, COUNSFI.1,1,(; I 700 13th Stiect, N V I Washington, DC 1 20005 202 861 3200 Commissioner Gary Mauro in his 1998 bid for governor. She has consulted on Senate races in Nevada and Louisiana. Before working at the DNC,Finley served as the executive director of the American Indian College Fund, a national non-profit that raises scholarships for students attending the 31 tribally-controlled colleges. She started her career as a consultant in the association management division of Coleman and Christison, a San Francisco-based public affairs and advertising firm. In that position, she provided management services, including training seminars, to a client base of more than 200 charitable organizations. Since graduating from California State University at Chico, Finley has been involved in numerous non- profit organizations. She has served on the National Selection Committee for the Coca-Cola Scholars Foundation and was a participant in the 1995 Class of Ambassadors, a leadership program sponsored by Americans for Indian Opportunity in coordination with the W.K. Kellogg Foundation. She is currently Co-Chair of the Ford's Theater Society 100 Committee, a Member of the Board of Trustees for both the Corcoran Gallery of Art and the Capital Area REACH Program, and is the Chair of the Big Sky Night Committee. Finally, Finley is one of the founders of "Mod Squad," the Moderate Democrats Political Action Committee, whose mission is to support moderate Democratic incumbents and candidates to the Senate. 4, Brad Mollet Brad Mollet is a principal with Capitol Counsel LLC. With nearly a decade of experience in legislative advocacy in the House of Representatives, the Senate, and the private sector, Mollet brings a wealth of government relations experience to the firm. Prior to joining Capitol Counsel, Mollet founded and established his own firm, the Fleet Street Group, where he specialized in legislative advocacy for issues involving appropriations, agriculture, energy, and tax. Before starting his own firm, Mallet was a principal at Capitol Partners where he worked on a variety of issues including business development and legislative advocacy. While working in the private sector, Mollet has assisted clients in securing millions of dollars in appropriations and worked closely with key members of various Congressional committees, as well as with the White House and executive agencies to secure legislative and policy objectives. A veteran hill staffer,Mallet worked in legislative offices for almost eight years and for three members of Congress. Most recently, Mallet served as legislative director in the office of Congresswoman Betsy Markey (D-CO). In this role, Mollet was responsible for managing Congressional staff members and implementing the legislative strategy for Congresswoman Markey's agenda. Mallet was the point of contact for Congresswoman Markey's office on a myriad of issues including agriculture, environment, labor, and telecommunications. He oversaw all appropriations and handled grant requests for the congresswoman. He was also responsible for briefing and staffing Congresswoman Markey on the Agriculture Committee. Additionally, Mallet worked for Congressman Jim Matheson (D-UT) as a legislative assistant where he focused on homeland security, environment and natural resources, transportation, agriculture, labor, and CAPITOL COUNSEL,l,LC I 700 13th Stiect, NR\ I \\-ashingt m, DC 20005 202-861--3200 appropriations issues. Mollet staffed and prepared Congressman Matheson on the Science and Technology Committee. In the senate, Mollet served on Senator Tim Johnson's staff (D-SD). A native of South Dakota, Mollet proudly worked for the senator in conducting legislative research on defense issues, as well as drafting legislation and amendments on homeland security issues. Mollet received a B.A. in political science from the University of Nebraska-Lincoln. NIA. Towner French C. Towner French is a principal with Capitol Counsel LLC. He has served for nearly 15 years as a legislative and process specialist in the House of Representatives, most recently for House Republican leadership. Before joining Capitol Counsel, French served as the deputy staff director of the House Committee on Rules. Under Chairman Pete Sessions (R-TX), he led coalition efforts on behalf of the Rules Committee as liaison with leadership offices and a diverse range of key private stakeholder interests. Serving as the primary staff contact for members of Congress and Congressional staff to the Rules Committee, he worked to promote critical legislation and establish a dynamic strategic process. His extensive knowledge of the legislative process has most recently resulted in the passage of the Stephen Beck, Jr. ABLE Act, a bill promoting self-reliance and personal growth of persons with disabilities by authorizing new, dynamic ways for their families to save for their future. In addition to his work for the Rules Committee,French developed strong bipartisan relationships through years of work for members of Congress from key state delegations including Texas,Florida, and Illinois. French previously served as the chief of staff for Chairman Pete Sessions where he served as the primary liaison between Chairman Sessions and the National Republican Congressional Committee (NRCC). In his official capacity, he managed a diverse staff while maintaining a primary responsibility for healthcare policy. Prior to joining Chairman Sessions, French worked as the chief parliamentarian of the House Committee on Homeland Security. In that role, he served to direct legislative strategy and committee process for then-Chairman Peter King(R-NY). French spent nine years with Congressman Lincoln Diaz-Balart(R-FL) as his chief of staff and legislative director. French's years of experience within the Florida delegation, made him a trusted adviser on a diverse portfolio of legislative issues, including health care, appropriations, transportation, telecommunications and energy. He began his service on Capitol Hill as an aid for Congresswoman Judy Biggert(R-IL). I CAPITOL ( ()UiNSI;1. I,LC 700 13t11 Sircct, N\V ( Was )n, 1)C 1 20005 202-861-3200 In addition to his work with the NRCC, French has worked on numerous high-profile Congressional campaigns. He is an experienced hand at the intersection between policy and politics and possesses the ability to create and rally coalitions to successful outcomes. French received a B.A. in political science and a certificate in business markets and management, both from Duke University. Aaron Cohen Aaron K. Cohen is a principal with Capitol Counsel LLC. He is a senior-level management and legislative professional with over 15 years of experience in public policy and political strategy on Capitol Hill and in the private sector. Before joining Capitol Counsel, Cohen served as chief of staff to Senator John Ensign (R-NV). In that role, he was in charge of day-to-day operations in four offices located in Washington, D.C. and Nevada including management and personnel issues and administration of the budget. Additionally, he served as the principal adviser to the senator on legislative, communications, and political strategies including for his seat on the Senate Finance, Budget, Commerce, and Homeland Security and Government Affairs Committees. Separately, he was responsible for the political operations including communications and campaign strategy. Before returning to Capitol Hill, Cohen was vice president of government and political affairs for nearly five years at Kimbell &Associates, a full-service federal affairs and political strategy firm that specializes in the area of health care. During that time, Cohen managed multiple clients and represented their public policy interests particularly in, but not limited to, the field of federal healthcare policy-making. Coupled with his government affairs responsibilities, Cohen led the political operations of the firm which included providing consulting to all clients as well as organizing the firm's political events for members of Congress, Congressional campaign committees, and federal office candidates. Prior to joining Kimbell & Associates, Cohen served for four years as Senator Ensign's chief policy adviser on federal issues related to health care, Social Security, and veterans' affairs. In addition, he managed the senator's seat on the Special Committee on Aging, the Health, Education, Labor, and Pensions Committee, and the Veterans' Affairs Committee. During this time, Cohen worked on many of the most critical health policy issues including comprehensive Medicare reform and prescription drug coverage, national medical liability reform, health profession recruitment and retention, FDA user fee programs,bioterrorism defense, and health care coverage and delivery for veterans. Cohen previously worked as a policy adviser and state liaison for Senator Richard H. Bryan (D-NV) in Washington, D.C. In that position, he concentrated on issues pertaining to the judiciary, immigration,gun control, and Native American affairs. Prior to his service on Capitol Hill, Cohen worked as a physical therapy technician providing treatment,rehabilitation services, and patient education in both inpatient and outpatient clinical settings in his hometown of Las Vegas,Nevada. f CAN 1'()1. (;()UNSI.1, 1,1.0 1 700 13th Sttcct, N\V I \V'ashingtun, DC I 20005 202 ti61-3200 In addition to his professional career, Cohen has participated in and advised on several political campaigns on the federal and state levels. He has served on various non-profit executive boards and is the past president of the Nevada State Society. Cohen graduated from Pepperdine University in Malibu, California where he received a B.A. in political science. John Paul Woodley John Paul Woodley, Jr., brings Advantus clients unique insights and abilities he developed while serving at the highest levels of state and federal government. Woodley is a principal in the Environmental and Energy Practice Group at Advantus. After his tenure as Deputy Attorney General of Virginia for Government Operations, Woodley served as Secretary of Natural Resources for Virginia, with overall responsibility for environmental protection and permitting, outdoor recreation and open space management, inland and marine fisheries and historic resources in the Commonwealth. In 2001, Woodley was appointed Assistant Deputy under Secretary of Defense for Environment, the principal environmental advisor to the Secretary of Defense is responsible for policy and oversight of the Defense Department's environmental cleanup, compliance, pollution prevention and natural resource management. From 2003 to 2009, Woodley served as Assistant Secretary of the Army (Civil Works), supervising the civil works functions of the Department of the Army, including the civil works activities of the Army Corps of Engineers (Corps) and Arlington National Cemetery. Strengthening the Corps wetland regulatory program was a major initiative under Woodley's leadership. His most notable accomplishments were overseeing restoration of the Florida Everglades, and the reconstruction of the hurricane protection system for New Orleans following Hurricane Katrina. Woodley has been honored with the U. S. Army Decoration for Distinguished Civilian Service, the Secretary of Defense Medal for Outstanding Public Service, the Silver de Fleury Medal from the Army Engineer Regiment, and as a Fellow of the U. S. Section of PIANC, the World Association for Waterborne Transport Infrastructure. He and his wife reside in Fairfax County, Virginia. Relevant Experience With multiple decades of government affairs experience, Capitol Counsel works together to provide clients with an extensive knowledge and foundation in public policy, and the federal process. For example, we will utilize existing contacts and relationships within Congress and the Executive Branch, to reach those points of contact within the respected Florida Congressional Delegation(Capitol Counsel has strong ties to the entire Florida Delegation), committees of jurisdiction, and federal agencies. r CAPITOI (;Ol'N51?1,ii (: 700 13111 Street; N\V I Washington, DC 1 20007 202 861 3200 In terms of relevant experience, Capitol Counsel has a strong pedigree in the following issues, among many others: f • Economic Development—Capitol Counsel has advocated on behalf of our clients at the federal agencies including HUD and EDA, and at the legislative level on behalf of our clients which include the North America Energy Infrastructure Act • Transportation—We have worked closely on the most recent version of the highway bill with notable accomplishments on behalf of a client which prevented a provision imposing a federal mandate for the increase of double truck trailers from 28' to 33',successfully built a coalition of Members of the Senate and House to defeat amendments in the committees of jurisdiction and on the House floor which prevented inclusion of the provision in the final conference report. Additionally,we successfully helped increased the road construction account by an additional $220 million in the Highway Bill. • Telecom—Capitol Counsel represents a large number of clients on cyber and telecom related issues. We are uniquely aware of the cyber threats to utilities. Our clients that we monitor and advocate on behalf regarding cyber related threats are: Oracle, Viacom,Comcast, and AT&T, among the many others • Energy—Capitol Counsel has worked successfully on behalf of a number of clients including most recently lobbying to prevent changes to a section of the final conference report in the Transportation bill related to energy security. Additionally, we have worked closely with Exxon and Chevron to ensure that Congress allows for oil exports. • Natural Gas—Capitol Counsel has long advocated for our clients to increase funding for LIHEAP [Low Income Home Energy Assistance Program], among other related programs. • Water—Capitol Counsel represents the second largest Bureau of Reclamation project in the country. Our client consistently receives close to$15 million in federal funding annually • Employment—Capitol Counsel recently secured favorable legislation on behalf a client in which we drafted and advocated for inclusion of a section in the Highway bill to roll back reporting tax filing extensions for Form 5500 for employer pension plans.The language, as we drafted,was included in the final conference report. Relevant References Colorado State University Services Provided Lobbying&Consulting Service Technical Environment Appropriations/Federal Funding Project Dates 2012-Present (.,\P1'I'01, (;(_)tHNSI?1, 1,1.2 I 700 13th Silver. N\V' I Washington, DC I 20005 202-861-3200 Project Description ( Capitol Counsel worked closely with the Colorado delegation to secure favorable language the Fy 16 omnibus that allows for the FDA and USDA to work closely on translational medicine. Additionally, cc secured funding in the national defense authorization act that will clear the way for a new form of cancer treatment in the US. Client Project Manager Thom Hadley Executive Director College of Veterinary Medicine and Biomedical Sciences Colorado State University 1601 Campus Delivery Fort Collins, CO 80523-1601 V: (970) 491.5618 C: (970) 217.6400 F: (970)491.2250 thomas.hadley@colostate.edu Staff for this engagement designated to work on City Team: Brad Mollet,Principal Cow Creek Tribe Services Provided Lobbying &Consulting Service Technical Environment Appropriations/Federal Funding Project Dates September 2013 -Present Project Description Capitol Counsel provides both federal and state representation for the sovereign and federally-recognized Cow Creek Tribe of Umpqua Tribe of Indians,based in Roseburg, Oregon. The tribe has over 2000 members and is one of the largest in the Northwest. Capitol Counsel's responsibilities for the tribe include working with the White House, Administration and Congress on a litany of issues affecting Cow Creek and greater-Indian country. Most notable are gaming,healthcare and natural resource-related issues. Capitol Counsel also represents the tribe as Oregon state-lobbyists and interact with the Oregon's Governor's office,the state legislature, Oregon state agencies and cities and counties within Oregon. Capitol Counsel primarily works for the tribe on two issues: CANTO'. (X)UNSk1. HA: 1 700 13th Street,N\V' ( Washington, 1)C 2U005 202-861-3200 1. Passing a bill through Congress that restores the Cow Creek's native lands, currently held by the Federal Government,back to the Cow Creek tribe for management; 2. Working with the Bureau of Indian Affairs (BIA) and Congress related to a proposed casino within the Cow Creek tribe's service area. Staff for this engagement designated to work on City Team: none North Central Montana Regional Water Authority Services Provided Lobbying &Consulting Service Technical Environment Appropriations/Federal Funding Project Dates 2014-Present Project Description On behalf of the NCMRWA, Capitol Counsel lobbied and raised awareness about the NCMRWA project to ensure a safe and sustainable water supply for the 11 Montana Water Utilities and the 28,000 citizens living in North Central Montana. On behalf of the NCMRWA,the Capitol Counsel has been very k successful in securing funds for the Authority, including$5.4 million in President Obama's Fiscal-Year 2014 Budget, an increase over the FY 2013 level of$4 million. Client Project Manager Mayor Larry Bonderud President of the NCMRWA and Mayor of the City of Shelby P.O. Box 2456 Havre,Montana 59501 (406) 256-3249 Staff for this engagement designated to work on City Team: Brad Mollet,Principal Broward County Services Provided Lobbying&Consulting Services Technical Environment Miscellaneous; Appropriations/Federal Funding Project Dates C;\PI'1'01. COLNSN, 1,1.(: I 700 13th Strcct, N\\' ! \\-asliin tun, DC I 20005 202 861 3200 2013 - 2014 Project Description Broward County hired Capitol Counsel to work on various projects. Capitol Counsel has been successful in working with the National Marine Fisheries and opening doors at the Army Corps of Engineers, and is pushing hard to increase the depth at Port Everglades to 48 feet. Capitol Counsel is also working with various agencies to seek reimbursement for beach nourishment. Client Project Manager Sean Kolaskar Federal Legislative Coordinator Office of Intergovernmental Affairs and Professional Standards Government Center, Room 426 115 South Andrews Avenue Fort Lauderdale,FL 33301 (954) 357-7347 Staff for this engagement designated to work on City Team: John Paul Woodley,Principal Friends of Columbia Gorge Services Provided Lobbying&Consulting Services Technical Environment Appropriations/Federal Funding Project Dates June 2014-Present Project Description Capitol Counsel provides federal advocacy for Friends of the Columbia Gorge, the largest independent group dedicated to the preservation and protection of the Columbia Gorge Scenic Area,located between the states of Washington and Oregon. Major responsibilities include working with Congress and the Administration on Gorge-related issues,reauthorization of the Land and Water Conservation Fund (LWCF) and the"Pathways to the Pacific Project." Staff for this engagement designated to work on City Team: none (:A1'1"1'(.)1, Ct.)UNSkl, 1.LC I 700 "13th Sheet. N\V' 1 Washington, IBC I 20005 202-$61-3200 SECTION III - Proposed Scope of Work- Work Schedule The Scope of Work,for City, will continuously change each quarter of the work schedule. For all quarters of work in 2016, Capitol Counsel will follow the list of duties below—including all services and advice outlined by City,in its "SCOPE OF SERVICES" section, within its RFP—which we already perform on behalf of our current clients. In coordination with City, Capitol Counsel will perform the following duties: • Capitol Counsel will assist in the formulation and adoption of priorities, by City, and implementation of City's federal priorities,for the second half of the 114th Congress. • Capitol Counsel will develop and implement a strategic plan, including timelines,goals, objectives, and expected outcomes for the advancement of City's federal priorities, and continuously monitor and update this plan, to maximize the opportunities for success. • Capitol Counsel will identify opportunities for each initiative in City's federal priorities,for oral and/or written testimony before Congressional committees and public hearings, unless directed otherwise by City. • Capitol Counsel will identify committees of jurisdiction responsible for identified,federal legislative priorities. • Capitol Counsel will leverage key relationships with authorizers, and appropriators, of all relevant committees. o This will include providing written comments,on executive branch regulatory proceedings. • Capitol Counsel will be responsible for the development of all testimony, and written communications,with the federal government. • Capitol Counsel will plan and arrange high level meetings with key members of the Administration, Congress, and/or Agency heads in the Executive branch,for City's officials,for { the purpose of advancing City's federal priorities, and overall strategic plan. (1\1'1'1'0] COUNSI:.l.],L(; I 700 13th Strcct, N1V I \\ islzingtun, ])(, 1 20005 202-861-3200 • Capitol Counsel will develop a comprehensive briefing book and itinerary,for City's officials, for Washington, D.C. to achieve the following, among other things: recommend an agenda for the trip, providing the necessary background information for each subject in the briefing book; and arrange for all scheduling, transportation, meeting facilities, and meals for trip participants. • Capitol Counsel will produce, submit for City's review, and distribute to the Florida Congressional Delegation, a quarterly, written update on City's federal priorities. • Capitol Counsel will provide bi-monthly, written reports on City's federal priorities, and the strategic plan to City's officials. The reports will cover activities undertaken during the prior month,to include: o Time-sensitive legislative updates, pertaining to City's priority initiatives. o All official contacts with Members of Congress, their staffs,members of the Executive Branch, their staff, and any other relevant contacts with any other federal agencies, and relevant industry groups. • Capitol Counsel will attend meetings in Ocoee, at the request of City, and their staff(in-addition to our plan to be bi-annually available for meetings) Capitol Counsel will provide a comprehensive,oral report of the federal priorities, the strategic plan, and their legislative/regulatory status. • Capitol Counsel will utilize its strong ties with every major,federal agency, including,for ( example,the: Department of Energy; EPA;Department of Transportation;Department of Housing and Urban Development; Federal Highway Administration;Federal Transit Administration; and the White House. • Capitol Counsel will be available during bi-annual visits,to Ocoee,to meet with Utilities' staff, for site visits and project updates. • Capitol Counsel will host City's officials, and relevant staff in Washington, DC,to brief Congressional members on City's goals and initiatives. o Capitol Counsel will coordinate and facilitate meetings,with the Congressional Offices of Senator Barbara Boxer,Senator Diane Feinstein, and Representative Alan Lowenthal, relevant federal agencies, and key committee personnel • Capitol Counsel will provide timely information and guidance on federal funding, notify on funding opportunities to support Utilities'programs and services, advocate on behalf of grant applications, and support federal consideration of Utilities' applications. Collaborative Advocacy c . C1APl'1'()L C(_)UNSki. 1J,(: ( 700 13tIi Street,N\V I \V%ashing-tOn, DC I 20005 202-861 3200 Accompanying the general work schedule is Capitol Counsel's collective advocacy, which in the case of City, will be executed by City Team; the Team's strategy is below: • City Team will initiate contact and engage with the Florida Congressional Offices,to advocate for increased funding and legislative priorities for City. • Additionally, on behalf of City, the Team will communicate and work with, among other personnel (who we will engage in any follow up activities, as dictated and discovered, during communications and meetings), the: o Florida Congressional Delegation o Senate and House Budget and Appropriations Committees o Senate Committee on Banking,Housing, and Urban Affairs o Senate Committee on Small Business and Entrepreneurship o Senate Committee on Energy and Natural Resources o Senate Committee on Environment and Public Works o Senate Committee on Commerce, Science, and Transportation o Senate Committee on Health, Education, Labor&Pensions o House Committee on Financial Services o House Committee on Small Business o House Committee on Energy and Commerce o House Committee on Natural Resources o House Committee on Transportation and Infrastructure o House Committee on Education and the Workforce o Department of Housing and Urban Development o Department of Transportation o Environmental Protection Agency • After this initial intelligence gathering with these key personnel listed above, the Team will have a strong knowledge and feel for how these agencies and committees will view City priorities moving forward. Although we know much of this is already in place, many of the agency officials are leaving at a rapid pace. • The Team will then push to an agreed-upon agenda with the City, which normally covers how we would work with each agency and committee, and how we would leverage the Florida Delegation on our"big asks"items. Sample of Work for Clients On behalf of all of our clients, we ensure that we are on top of all relevant legislation, so that no one is surprised by the ever-changing Congress. CAPFR)I,COtINSl:1.T,1,C 1 700 13th Succt, NW 1 Washington, 1)C 20005 202-861-3200 Below, is just one example of how we inform our clients what Congress is doing for the week: House of Representatives - Legislation Restoring Americans' Healthcare Freedom Reconciliation Act(H.R.XXXX) Closed Rule Expected—The House Budget Committee compiled the Reconciliation legislation that was reported by the House Ways &Means,Energy& Commerce, and Education &Workforce Committees. The package includes: elimination of mandatory funding for Planned Parenthood, increased funding for Community Health Centers, a rescission of the Prevention and Public Health Fund created under the ACA, elimination of the Individual and Employer Coverage Mandates,elimination of the Independent Payment Advisory Board(IPAB), elimination of the"Cadillac Tax" on high value insurance plans scheduled to begin in 2018, and elimination of the Medical Device tax. Passage of the bill will depend on House Conservatives who have recently indicated that the legislation does not go far enough to dismantle Obamacare. National Strategic and Critical Minerals Production Act(H.R.1937) Structured Rule Expected—The legislation seeks to shorten the timeframe for NEPA consideration of strategic and critical mineral infrastructure projects. Additionally,the bill limits civil legal action outside of 60 days following an agency action. The bill was ordered reported favorably by the Committee on Natural Resources by a vote of 23 to 14 on July 9, 2015. SOAR Reauthorization Act(H.R.10) • Minority Substitute-Only Rule—The bill reauthorizes the Scholarships for Opportunity and Results Act. Originally signed into law in 2004, the bill created scholarships for low-income children in Washington, DC to attend private schools. The legislation authorizes $60 million each for DC Public Schools, DC Charter Schools, and the Private School Scholarship program. Of note, this legislation has been a critical priority for Speaker Boehner during his career. The bill was ordered reported favorably by the Committee on Oversight and Government Reform by a vote of 16-14 on October 9, 2015. Default Prevention Act(H.R.692) Closed Rule Expected—The bill states that in the event of a breach of the debt ceiling, the Secretary of the Treasury is required and authorized to issue new debt to pay principal and interest obligations and to provide access to the Social Security Trust Fund. Furthermore, the bill prohibits these new obligations from paying the salary of a Member of Congress. The bill was ordered reported favorably by the Committee on Ways and Means on September 10, 2015 by a vote of 23-15. House of Representatives - Committee Hearings/Markups Tuesday: • Energy and Commerce Committee - (Hearing) on Legislation to Fight the Crisis of Drug Abuse. (;,11'1'1'(1,COJNS1?1,1,1.0 700 13th Sttrct, NW I Washin t()n, DC 20005 202-561 3200 Wednesday: f/` • Energy and Commerce Committee - (Hearing) on Medicare Part D Medication Therapy Management. • Energy and Commerce Committee - (Hearing) on Proposals to Increase Vehicle and Roadway Safety. • Financial Services Committee - (Hearing)to Review Proposals on Regulatory Reform. • Financial Services Committee - (Hearing)on Housing Reform Options. • Homeland Security Committee - (Hearing)on Threats and Challenges. • Oversight and Government Reform Committee - (Hearing) on Cell Phone Tracking for Law Enforcement. • Science,Space, and Technology Committee - (Hearing) entitled, "Cybersecurity for Power Systems." • Small Business Committee - (Hearing)on the EMV Chip Payment Implementation. Thursday: • Benghazi Select Committee - (Hearing)to take Testimony from Former Secretary of State Hillary Clinton. • Energy and Commerce Committee - (Hearing) on 5.611 Regarding Rural Water Systems. • Energy and Commerce Committee - (Hearing) on the EPA CO2 Regulations for Power Plants. • Financial Services Committee - (Hearing)on HUD After 50 Years. • Transportation and Infrastructure Committee - (Markup)of the Highway Bill. Friday: • Energy and Commerce Committee - (Hearing) on Eligibility Determinations for the ACA Exchanges and Medicaid. • Energy and Commerce Committee - (Hearing)on Fraud against Senior Citizens." CAPI'I'Ol, COL NS1M1,1.,C 700 13tli Street, NW I Washington, DC I 20005 202 861 .3200 Senate - Legislation Cybersecurity Information Sharing Act of 2015 (S.754)—The bill would lower barriers on the sharing of information related to cybersecurity between private companies and the federal government. Prior to departing for the August Utilities Work Period,Majority Leader McConnell withdrew his cloture motion to proceed on the bill in order to further negotiate a path forward with Minority Leader Reid. The subsequent deal will allow for consideration of 22 amendments (1 from Bill Sponsors, 10 Republican, 11 Democratic)when the Senate returns to the bill this week. The amendments are generally focused on issues related to further protections against government use of personal data,the relationship between private entities and the federal government in the sharing of data, and general oversight of the program. Senator Sanders has come out against the bill, as has the Computer and Communications Industry Association (Facebook, Yahoo, Google,T-Mobile). Senate - Committee Hearings/Markups Tuesday: • Energy and Natural Resources Committee - (Hearing) Regarding Several Nominations. • Foreign Relations Committee/Environment and Public Works Committee - (Hearing)on 2015 Paris Climate Negotiations. • Homeland Security and Governmental Affairs Committee - (Hearing)on the Fiscal Outlook of Social Security. Wednesday: • Environment and Public Works Committee - (Hearing) on EPA Regulatory Impact. Thursday: • Energy and Natural Resources Committee - (Hearing) on the Puerto Rico Debt Crisis. CAPITOL C(OI_)NSI;I lif: I 700 1311) Steet, N\V' I \Xashing vn, DC I 20005 202-S61-320(.) SECTION IV -Proposed Rate of Compensation- • We engage our clients on a retainer basis, and bill on a monthly basis. This retainer covers all lobbying services to be included at both the federal agency, and on Capitol Hill. • We propose a monthly retainer of$2,500 plus expenses,for the period of 3 years,beginning February 1,2016. These expenses generally include,but are not limited to, approved travel,meals, and local transportation. • If renewed for either the additional two years,or the additional one year, Capitol Counsel would remain billing monthly, at$2,500 plus expenses. • Should City feel the services laid out above are not being met, it reserves the right to terminate the contract,with a 30-day notice CANT()O1 1,1,(.11 700 13th Street, NW 1 Washington, DC 20005 202-861 3200 Tolbert, Joyce From: Brad Mollet <bmollet@capitolcounsel.com> Sent: Wednesday, February 03, 2016 10:58 AM To: Tolbert,Joyce Subject: Clarification Hi Joyce: Thank you for the call. For clarification purposes, Capitol Counsel would provide federal lobbying services with all- inclusive price of$2,500 per month. In our proposal we mentioned that it wouldn't be inclusive of all expenses.That was just a small oversight on our end. We really look forward to working with you. Sincerely, Brad Mollet Brad Mollet Capitol Counsel, LLC 700 1311' Street, NW, 2nd Floor Washington, DC 20005 (202) 540-1942 Direct Dial (605) 261.-6870 Cell 1 EXHIBIT`B" PRICE PROPOSAL FORM RFP 16-001 FEDERAL LOBBYIST SERVICES 1. Annual Lump Sum not-to-exceed Maximum Amount: $ 50 . 603 14./ 7/1414J 'A-J dollars and i c rr t:) cents 2. Hourly Rate for Additional Services(i.e.Travel &Related Expenses): $ NJIA -t. g 'Ackii" dollars and cents Attach additional sheets if necessary. relp, / Company me 9 ^ r k. /' 1 Authorized firer(print) j j id 11 t. Authoknted Signature 1/':)5/2zrG Date RFP16-001 Federal Lobbyist Services 18 14. SUMMARY OF LITIGATION: " Provide a summary of any litigation, claim(s), proposal disputes, or contract dispute(s) filed by or against the Respondent in the past five (5) years that is related to the services that the Respondent provides In the regular course of business. The summary shall state the nature of the litigation, claim, or contact dispute, a brief description of the case, the outcome or projected outcome, and the monetary amounts involved. If none, please so state. (Attach additional sheets, if necessary) 15. ACKNOWLEDGMENT OF ADDENDA: Respondent acknowledges receipt of the following addenda, if any: No. Dated No. Dated No. Dated 16. SUBMITTALS/PROPOSAL FORMAT: The City of Ocoee requires comprehensive responses to every section within this RFP. To facilitate the review of the responses, Respondents shall follow the described proposal format. The Intent of the proposal format requirements is to expedite review and evaluation. It is not the intent to constrain Respondents with regard to content, but to assure that the specific requirements set forth in this RFP are addressed in a uniform manner amenable to review and evaluation. Submissions shall be limited to a total of forty (40) 8.5"x 11" pages (excluding front and back covers, dividers, table of contents, and all forms included in this RFP), single-sided, portrait orientation, 12-point font, and contained in a three-ring binder or other format amenable to easy photocopying. The page limit applies to the material contained in sections 1 thru 4 of the proposal, as described below. The person signing the proposal on behalf of the Respondent shall have the legal authority to bind the Respondent to the submitted proposal. Failure to adhere to the stated page limit or provide the required content may subject your proposal to disqualification. in order to simplify the review process and obtain the maximum degree of comparison, the Respondent must provide the following content when responding to the RFP: RFP16-001 Federal Lobbyist Services 14 RFP#16-001 COMPANY INFORMATION/SIGNATURE SHEET FAILURE TO COMPLY WITH THE RFP INSTRUCTIONS WILL RESULT IN DISQUALIFICATION OF YOUR PROPOSAL. PLEASE SIGN BELOW ATTESTING THAT YOU HAVE READ AND UNDERSTAND ALL RFP INSTRUCTIONS AND THAT YOU UNDERSTAND THAT THE SUCCESSFUL RESPONDENT WILL BE REQUIRED TO ENTER INTO A LEGALLY BINDING CONTRACT WITH THE CITY OF OCOEE. ( ), 1 Coz.�.c! , LLB a0-2--5W)-flti z_ COMPANY NAME TELEPHONE(INCLUDE AREA CODE) U __ ` 4>,I-3'L17 FAX (INCLUDE AREA CODE) bmG11e /0) Ccip, 6 tre-,h.ei .'( c.:“.., 7/ / E-MAIL ADDRESS L .. .%,,I !t t � IF REMITTANCE ADDRESS IS DIFFERENT AUTI' RIZED tI NATURE manual PURCHASE( ) FROM 0 U E ORDER ADDRESS, LIS.4,, 1/0 %t bk / AM t v4/ r PLEASE INDICATE BELOW: NAME/TITLE(PLEASE PRINT) 7c(5 15. -• 54—. tQL,s, r 6,, STREET ADDRESS a CITY 'STATE ZIP FEDERAL ID# Individual Corporation \VPartnership Other(Specify) Sworn to and subscribed before me this day of / d 14 E‘-�i ,20 /,\. V Personally Known or Produced Identification r Notary blic- State of 41)f and r- to�w'1,-4-A' (Typeof Identification) Cou of t,tpuu1nH,, ,, , ` � i R '4 * B •Qr , gnature o otary 'ublic •o X4•.�.:., TRACEYA.Q. •Y x _•� A. %'Z� u. a•= Printed, mm itlpdaGuttnitti iZined Name of Notary Public �'� ' X I I Lobbyist Services 19 ALCALDE diC FAY .E, TABLE OF CONTENTS LEI TER OF TRANSMITTAL TAB 1 QUALIFICATIONS, EXPERIENCE,REFERENCES TAB 2 METHODOLOGY, TECHNICAL APPROACH, SCOPE OF SERVICES TAB 3 SERVICE RATES TAB 4 4111 OTHER REQUIRED CONTENT TAB 5 • Summary of Litigation • Acknowledgement of Addenda • RFP #16-001 Company Information/Signature Sheet • Grant Alert for Local Governments t ALCALDE & FAY GOVERNMENT & PUBLIC AFFAIRS CONSULTANTS January 11, 2016 Joyce Tolbert, CPPB- Purchasing Agent Finance Department/Purchasing 150 North Lakeshore Drive, 2nd Floor Ocoee, Florida 34761 Dear Ms.Tolbert: Please find enclosed an original and three copies of a proposal in response to the City of Ocoee's request for proposals (RFP#16-001) for federal lobbyist services. Our proposal details our firm's expertise in successful Washington representation for local communities, and proven success in helping our clients to obtain federal funding, secure policy changes, and achieve positive resolution of issues involving federal departments. Our services include helping to obtain federal programmatic and grant funding, securing advantageous legislative provisions, opposing and modifying costly regulatory and administrative decisions, preparing for hearings and testimony, protecting against unfunded federal mandates, and monitoring and providing frequent reports on relevant legislation and regulations. Over four decades, Alcalde & Fay has proven itself as Washington's premier advocacy resource. The firm has helped corporations, municipal governments, foreign entities, associations and coalitions meet their government affairs goals since 1973. The firm is organized as a Corporation, and counts over 30 professionals as Partners, Associates, and support staff that work together as "client teams" and have prior experience as former Executive Branch officials, Members of Congress, and Congressional Committee and legislative staff. Further, the firm's bipartisan reputation and high standards of excellence command attention from senior level decision makers. In fact, George Washington University recently named Alcalde & Fay among the "Top 10 Most Influential Lobbying Firms in America." The firm is located in Arlington, Virginia,just across the Potomac River from Washington,D.C, and conveniently a short ride to Capitol Hill from our offices at 2111 Wilson Blvd. 8th Floor, Arlington, Virginia 22201. With Congress looking closely at fiscal matters for FY2017, and grant funding becoming even more competitive, we will utilize our full complement of lobbying and grant advocacy services to advocate to your Members of Congress, key Congressional committees, and pertinent federal agencies to achieve the City's goals. We know that our representation would produce outstanding results in support of transportation, 2111 WILSON BOULEVARD Bill FLOUR ARLINGTON, VA 22201 1.1i (70.1) 841-0626 FAX (703) 243-2874 public infrastructure, parks and recreation, emergency response, law enforcement, and other needs. Thank you for allowing us to present our credentials through this proposal for your consideration. If given the opportunity, we would welcome advocating for Ocoee's interests in Washington. Sincerely, „Zalt , • L.A. "Skip" Bafalis Senior Partner Alcalde &Fay 2111 Wilson Blvd. 8th Floor Arlington, Virginia 22201 (703) 841-0626 bafalis@alcalde-fay.com • 2111 WILSON BOULEVARD 81'H FLOUR ARLINGTON. VA 22201 P11 (703) 841-0626 FAX (703) 243-2874 SECTION 2—QUALIFICATIONS,EXPERIENCE,REFERENCES PROPOSED OCOEE CLIENT TEAM Alcalde & Fay's proposed client team for the City of Ocoee will consist of L.A. 'Skip' Bafalis, Maurice Kurland, Jim Davenport, and Randy Morris. Each of these individuals has substantial experience in representing Central Florida communities in Washington. L.A. "Skip"Bafalis, Senior Partner, Client Team Chairman A former five-term Congressman from Florida, L. A. "Skip" Bafalis has a background that includes business and government representation. He ro began his political career in the Florida Legislature and then served in the U.S. House of Representatives from 1973 — 1983, and was the Republican t:,, iii nominee for Governor of Florida in 1982. In Congress, Mr. Bafalis served on the Public Works Committee, now the Committee on Transportation and Infrastructure. He then moved to the Ways and Means Committee. An active member of the Trade Subcommittee and the Ranking member of the Public Assistance and Unemployment Compensation Subcommittee, he became known for his expertise in trade and tax matters and authored and managed passage of wide-ranging estate and gift tax legislation. Mr. Bafalis has been lobbying in Washington for almost 40 years, and has extensive experience working on behalf of public clients. He maintains close working relationships with members of the House and Senate, many whom are former colleagues. He holds a bachelor's degree from St. Anselm's College in Manchester, New Hampshire. His alma mater has honored him with its "Alumni Award of Merit" for his contributions to the school and to the nation. Maurice Kurland, Partner, Client Team Leader Maurice Kurland, Partner, has been active in government and public affairs for over 20 years. He has extensive experience on behalf of numerous clients in At transportation, economic development, federal appropriations, homeland security, and infrastructure. Mr. Kurland applies his legal and political skills for local governments to secure federal funding and provide new business opportunities. 1 Prior to joining Alcalde & Fay, Mr. Kurland served on the legislative staff of Congressman Silvestre Reyes (D-TX). Starting in 1997, he worked on a broad range of issues, including agriculture, energy, economic development, criminal justice, affordable housing, labor, small business, tribal, veterans, and appropriations. In 2000, as the Congressman's Senior Legislative Assistant, he specialized in trade and foreign policy issues, and served as the Congressman's Telecommunications and Technology liaison working on mergers, mass media, and technology in schools. Mr. Kurland has been involved in grassroots campaigns, fundraising, advance, and field operations for state, congressional and presidential campaigns. He is a former Assistant District Attorney in El Paso County, where from 1991-1996, he conducted over 60 jury trials. Mr. Kurland holds a B.B.A. from the University of Texas in Austin, and a J.D. from Washington University in St. Louis, Missouri. He is licensed to practice law in the State of Texas, the United States Supreme Court, and was Board Certified Attorney by the Texas Board of Legal Specialization. Jim Davenport, Managing Partner = Jim Davenport, Managing Partner, leads several of the firm's public clients L mss' from Florida on a wide array of issues including transportation, economic development, education, water quality and environmental issues. In this role, he works closely with numerous members of Congress and their staff, congressional committees, the U.S. Army Corps of Engineers, the Departments of Transportation, Justice, Housing and Urban Development, and Education, and many other federal agencies. Mr. Davenport has been effective in helping public clients secure millions of dollars in federal funding for projects ranging from bridges, roads, beaches and waterways to school programs, health initiatives, water and sewer systems and technology for law enforcement personnel. He is an experienced tactician in navigating the legislative process to obtain funding and beneficial legislation on behalf of the firm's public body clients. In addition to his work in helping secure legislation, appropriations and authorizations for his clients, Mr. Davenport consults and advises clients on the federal budget and congressional appropriations process, agency rulemakings, legislation, and Administration policy. He has positioned his public clients to benefit from federal laws and policy affecting local governments. Mr. Davenport has been active in government and public affairs for 20 years. Prior to joining Alcalde & Fay, he served as Legislative Assistant in the office of the late Congressman Gerald B. Solomon of New York. 2 Mr. Davenport has a J.D. from The Catholic University of America in Washington, DC and a B.A. from St. Lawrence University, NY. Randall Morris, Central Florida Affiliate '1'4;t Randall C. Morris is a business, real estate and public affairs consultant with RM Strategies, Inc. in Orlando, Florida. Specializing in transportation, land use s and issue advocacy, he advises and represents clients on policy issues before various governmental bodies. RM Strategies, Inc. is affiliated with Alcalde & 40 Fay. As an elected official, Mr. Morris served as Mayor of Lake Mary, Florida from 1990-1992. He was elected to three terms (serving three times as Chairman) to the Seminole County Board of County Commissioners, Florida from 1994-2006. He was distinguished for his work in transportation, economic development and natural lands protection. He had terms as Chairman of the six county Regional Planning Council, tri-county Metroplan Orlando transportation board, Vice Chairman of the original seven county MyRegion planning group and President of the Florida Association of Planning Councils. He served for ten years on the Board of Directors of the Florida Association of Counties. Mr. Morris currently serves on the board of directors and is a past President of the National Association of Regional Councils (www.narc.org), Washington, DC which members include America's largest regional planning councils (RPC's) and metropolitan transportation organizations (MPO's). Mr. Morris was honored in 2000, by Florida Economic Development Council, with the prestigious McLaughlin Award for his outstanding contributions in the field of corporate recruitment. He was voted the Orlando Region's Best Elected Official in 2002 by the Orlando Business Journal. In December, 2006, Governor Jeb Bush and the Florida Cabinet recognized his body of public work in transportation, economic development and charitable interests by formal resolution. Also in 2006, he was honored by diverse public interest groups ranging from the Orlando Regional Realtor Association's Toni Jennings Public Service Award to the Sierra Club's Award of Excellence. Mr. Morris received a B.S. from the George Washington University- School of Business, Washington DC (1978). He currently resides in Florida and is married with two children. 3 EXPERIENCE PERFORMING CONSULTING SERVICES OF SIMILAR SIZE AND SCOPE Since 1973, Alcalde & Fay has successfully managed issues and represented a broad range of clients before the federal government. The firm has built a distinguished reputation for effective public policy representation on behalf of numerous public clients. We have forty-three years of experience navigating the policy, regulatory, legislative, budget and appropriations, authorizing, and competitive grant processes on Capitol Hill and within the federal departments, assisting our clients in obtaining beneficial legislation, policy and funding for public projects. As a result, Alcalde &Fay was named as one of the "Top 10 Most Influential Lobbying Firms" in the country in a recent report that reviewed over 3,500 Washington lobbying firms as of September 2014. The report, "Factors of InfluenceTM Data-Driven Assessment of Lobbying Excellence," was developed in partnership with the Graduate School of Political Management at George Washington University and Lobbyists.info, a division of Columbia Books, Inc. " e Since our inception, we have represented a broad spectrum of LU public bodies, including cities, counties, seaports, airports, and school, water and transportation districts. Currently, our firm 9 rovides services to approximately provides 0 Y public sector clients, of a. ,• which 31 are cities. Moreover, the Firm counts over 30 partners and professionals on its staff including a former Member of Congress, senior staff from Capitol Hill and the Executive Branch, and presidential appointees who reflect a rich diversity in both background and expertise. Our range of expertise on federal matters impacting cities is broad and substantial, including transportation infrastructure projects, aviation, rail, and port and harbor development; environment, water resources, and shoreline protection; public safety, disaster mitigation and emergency services; economic development; energy infrastructure; and social services, among many others. Alcalde & Fay also offers federal grant assistance, which includes monitoring grant opportunities on a continuous basis and providing the City on a biweekly or more frequent basis our Grant Alert for Local Governments, a sample of a recent copy is included at the end of this proposal (See Tab 5). Moreover, we offer customized grant prospecting services, grant writing and application development, peer evaluation and critique services, grant debriefing, and securing congressional support for grant applications. 4 In addition to lobbying and grant services, we also will assist the City with solving problems with the federal government, raising your profile, and providing strategic planning, consultations and advice pertaining to your goals. TRANSPORTATION INFRASTRUCTURE Alcalde & Fay has long been considered an expert in the , ' I highway/transportation field, and has established a solid track- record in assisting our clients in obtaining funding for major projects. Paul Schlesinger, Partner, has previously served as Staff Director of the House Transportation and Infrastructure Committee, and can ensure the City's requirements are understood by key decision-makers on Capitol Hill. We have excellent and long—term working relationships with the senior members and staff of the House Transportation and Infrastructure Committee and the Senate Environment and Public Works Committee, as well as strong contacts at various agencies within the Department of Transportation. Notably, the Center for Public Integrity rated us as one of "Washington's biggest bats" in the transportation lineup based on total client list. Alcalde & Fay has successfully lobbied for the highway, bridge, rail, bus and bike and "WASHINGTON'S BIGGEST BATS IN pedestrian projects in transportation THE TRANSPORTATION LINEUP" reauthorization and appropriations legislation, and is well prepared to work on behalf of the -Center for Public Integrity City's priority transportation needs as transportation legislation is considered and federal grants and financing remains available. Most recently, Hillsborough Community College in Tampa, Florida, sought our assistance to implement a pedestrian safety initiative, which required construction of a new turn lane and other enhancements that would allow for improved traffic flow in and out of campus and provide a safer environment for students traversing the corridor. During the planning phase, the Department of Transportation solicited applications from state and local governments under its Transportation Enhancement Community System Preservation Grant program which provided investments for such activities. As the College itself was not an eligible applicant, we worked in conjunction with Hillsborough County to submit an application for the project. We drafted the County's grant application and worked with the Tampa-area congressional delegation to help generate support on behalf of the College and County's behalf -- ultimately leading to the awarding of more than$600,000 for the project. 5 Likewise, our depth of expertise in the transportation field is best demonstrated by our clients' accomplishments in prior transportation authorization bills such as SAFETEA-LU, MAP-21, and the recently passed FAST Act. In SAFETEA-LU, Alcalde & Fay's clients who sought funding in the legislation received a total of $358 million for a variety of highway/transportation-related projects. In addition to surface transportation reauthorization bills, Alcalde & Fay has also been successful in maximizing opportunities for our clients to benefit from funding through the annual Transportation, Housing and Urban Development and Related Agencies Appropriation Bill. Additional examples of projects for which we assisted our clients obtain funding include: ✓ $65.8 million for the I-30 Bridge and $12,000,000 for the I-35 bridge, City of Dallas, TX; ✓ $56.5 million to widen and improve I-4, Hillsborough County, FL; ✓ $37.85 million to widen Highway 101,Sonoma County,CA; ✓ $25 million for East-West Rail Corridor, Miami-Dade County, FL; ✓ $14 million for construction of a new Highway, Contra Costa County, CA; ✓ $11.4 million for I-264/Lynnhaven Parkway/Great Neck Road Interchange, City of Virginia Beach, VA; ✓ $8.25 million to construct the US 98/Thomas Drive Interchange, Bay County,FL; ✓ $7.8 million for 1-75 improvements and $2 million for the Pembroke Road Overpass, City of Pembroke Pines, FL; ✓ $6 million for construction of Route 128, Lea County, NM; ✓ $3.4 million for improvements to County roads, Fresno County, CA; ✓ $2.57 million for resurfacing county roads, San Juan County,NM; ✓ $2.175 million for improvements to the intersections and gates at Fort Lee, Prince George County, VA; and ✓ $1.6 million for development of Paseo del Volcan corridor from Iris Road to US Highway 550, Sandoval County, NM. PUBLIC SAFETY AND HOMELAND SECURITY ° =-- 7 Since the events of September 11, 2001, Alcalde & Fay has been at the forefront of working with Congress and the Department of Homeland Security (DHS) to address the first-responder and y 1 security-related infrastructure needs of our clients. r F-=! On behalf of our current municipal clients in Broward County, Palm Beach and Miami-Dade County, we spearheaded and coordinated a unified lobbying effort in support of adequate funding for the Ft. Lauderdale/Miami Urban Area Security Initiative (UASI), which benefits the Florida counties 6 of Broward, Palm Beach, Miami-Dade and Monroe. Alcalde & Fay hosted biweekly teleconferences with all of the constituent South Florida UASI representatives. We apprised our clients about developments here in Washington in order to obtain their input about DHS directives as we advocated for Ft. Lauderdale/Miami UASI's priorities within the relevant Homeland Security appropriations and authorizing committees. As a result of our efforts, UASI funding was restored to higher levels for the South Florida region. In addition to our work on UASI, we have also helped our clients obtain funding for a variety of homeland security projects, which include: ✓ $1.8 million for an Emergency Operations Center,Lake County, FL; ✓ $545,200 for emergency operations communications equipment, Hendry County, FL; ✓ $500,000 for Emergency Wireless Law Enforcement Technology, City of Homestead, FL; ✓ $250,000 for risk identification, planning, communication, response coordination, and modeling activities for disaster mitigation, City of Hampton, VA; ✓ $224,834 for firefighting equipment from the Assistance to Firefighters Grant Program, Deerfield Beach, FL; ✓ Legislative remedy to overcome Homeland Security Administration refusal to provide security screeners at County-owned airport, Sonoma County, CA; ✓ Worked to delete language that would have denied funding for disaster relief to parks, recreation departments, beaches and other similar entities under the Stafford Disaster Relief and Emergency Assistance Act, City of North Miami Beach, FL; and ✓ Worked with Department of Homeland Security to have the Hampton Roads region designated eligible for Urban Area Security Initiative (UASI) Homeland Security Grants, City of Virginia Beach, VA. WATER/WASTEWATER INFRASTRUCTURE L 3 � Alcalde & Fay has a long history of successfully representing the water and wastewater needs of cities, counties and public o�F authorities around the country. We are accustomed to working }, + collaboratively with the host of federal departments and programs that support water and wastewater infrastructure. The more prominent programs include: (1) Environmental Protection Agency (EPA) State Revolving Fund; (3) Economic Development Administration (EDA) Public Works programs; and (4) the U.S. Army Corps of Engineers (USACE) Section 219 Environmental Infrastructure Program. A few examples of projects for which we assisted our clients on Water/Wastewater issues include: 7 ✓ $9.2 million for the City's share of the Florida Keys Water Quality Improvement Program, City of Key West, FL; ✓ $3.35 million for wastewater and reclaimed water infrastructure improvements, City of Clearwater, FL; ✓ $2.85 million for wastewater and sewer infrastructure improvements, City of North Miami Beach, FL; ✓ $1.85 million for a Stormwater Predisaster Mitigation Project, City of Miami,FL; ✓ $1.452 million for water reclamation project not requested by Administration, Dallas, TX; ✓ $1.39 million for a Reverse Osmosis Water Treatment Facility, City of Boca Raton, FL; ✓ $1.1 million for Wastewater Treatment Plant, City of Aztec, NM; ✓ $950,000 for wastewater infrastructure improvements, which would replace septic tanks in a mobile home park, City of North Miami Beach,FL; ✓ $600,000 for a stormwater management plan, City of Riviera Beach, FL; ✓ $500,000 for Water and wastewater infrastructure improvements, City of Baytown,TX; ✓ $500,000 for water treatment plant enhancements, Town of Jupiter, FL; and ✓ $200,000 for an alternative water project,Hillsborough County, FL. HEALTH AND COMMUNITY SERVICES i ; n Alcalde & Fay has developed a unique expertise in assisting itk, ,_4 4"4 communities in their Health and Human Services efforts. In -,:..� particular, our firm has tremendous experience in helping 4-,'". , '. communities obtain essential funding for critical community A' V services, including: health care, affordable housing, workforce - training, homelessness prevention, and veterans' affairs. A few examples of where our clients have been successful in expanding community programs with federal funds include: ✓ $690,000 for facilities and equipment at the William F. "Bill" Dickinson Senior Center, City of Homestead, FL; ✓ $475,000 for Senior Center bus program, City of Pembroke Pines, FL; ✓ $240,000 for a Senior Citizens Center, City of Maitland,FL; and ✓ $28,860 to implement a "fall prevention" education program for their elderly population, City of Deerfield Beach, FL. HOUSING AND COMMUNITY DEVELOPMENT Alcalde & Fay has worked extensively on behalf of our public .410:41 _ /' i obtain funding for downtown improvement, economic ; i , �; -i „ /1 1�<' �) clients to ob g p �, rii�A 'i '< 1,egg a development, urban redevelopment and parks. We are quite r4.4. '� pro 'i familiar with funding available from a number of different R ' `g r�i..y -v�it 8'� ar v-tiz s�, agencies, particularly the EPA and the U.S. Department of Housing and Urban Development (HUD). We have supported the granting of HUD Section 108 loans for communities needing a source of financing for economic development, housing rehabilitation, public facilities, and large-scale development projects. Additionally, we have supported maintaining Community Development Block Grants (CDBG) along with U.S. Department of Commerce, Economic Development Administration (EDA) grants for revitalization and reuse of idle and abandoned industrial land and facilities. A summary of several of some of our clients' successes includes: ✓ $5.598 million over several years to continue operation of Federal exhibits and maintenance of building used for community purposes, Marin County, CA; ✓ $1.5 million for construction of Visitor's Center, Sonoma County, CA; ✓ $1 million for 80 units of housing for the low-income elderly, Marin County, CA; ✓ $800,000 for cultural and community center, Marin County, CA; ✓ $240,000 for the Minnehaha Park, City of Maitland, FL; ✓ $200,000 for Iibrary renovation and construction of a new educational and cultural addition, City of Lauderdale Lakes, FL; and ✓ $196,514 for Business Resource Center and Business Development Training, Lauderdale Lakes, FL. PREPARING CONGRESSIONAL TESTIMONY Due to our expertise in relevant policy issues and client priorities, Alcalde & Fay has had a long history of assisting clients in preparing for testimony before congressional committees through drafting their testimony and providing necessary background materials to prepare for questioning. This extends to the submission of comments on proposed agency rules, many of which, when properly drafted, can be used to effectively draw attention to flaws in proposed rules and encourage amendments. The firm also drafts questions for Members of Congress to ask of Administration witnesses, to raise client issues, and lay the groundwork for policy or funding revisions. Our assistance in preparing testimony for our clients r .. is shown through recent examples of our advocacy y.tt , n 1 on behalf of the Cruise Line International Association ,,' ::-. i) 4 (CLIA). On February 29, 2012, before the House , .,i 4.,.". SA„,rr,�� , rr-_,..61 Transportation and Infrastructure Committee, F, ' ` .fir'` r Christine Duffy, CLIA President and CEO, testified 1 ' w = `. w I- on behalf of the industry. We helped draft, review, '"- . 116. ∎ and compile her oral and written testimony, and coordinated meetings with committee staff in 9 advance of the hearing. Subsequently, the Senate Committee on Commerce, Science and Transportation held a hearing on cruise industry oversight. Alcalde & Fay was successful in recommending and placing two witnesses on the panel, to include Bill Johnson, the Director of PortMiami, as well as CLIA's Christine Duffy. Again, we helped to draft their oral and written testimony. REFERENCES • City of Boca Raton,FL 201 W Palmetto Park Rd,Boca Raton, FL 33432 George Brown Assistant City Manager Phone: 561-393-7703. • City of Deerfield Beach, FL 150 NE 2nd Avenue, Deerfield Beach, FL 33441 Burgess Hanson - City Manager Phone: 954-480-4263 • Florida Inland Navigation District 1314 Marcinski Road,Jupiter, FL 33477 Mark Crosley, Executive Director Phone:561-627-3386 • Marion County,FL 601 SE 25th Avenue, Ocala, Florida 34471 Jeannie Rickman, Assistant County Administrator Phone: 352-438-2300 • Palm Beach County, FL 50 South Military Trail, West Palm Beach, FL 33415 Todd Bonlarron, Director of Legislative Affairs Phone:561-355-3451 SUMMARY OF LITIGATION Alcalde & Fay has not been a party to any litigation, claim(s), proposal disputes, or contract dispute(s) filed by or against the Firm in the past five (5) years that is related to the services that the Respondent provides in the regular course of business. • 10 SECTION 3—METHODOLOGY,TECHNICAL APPROACH,SCOPE OF SERVICES UNDERSTANDING OF THE SCOPE OF SERVICES Alcalde & Fay has a long history of providing effective representation to a wide variety of public clients from across the country. We are very familiar with the comprehensive Scope of Services identified by the City Wit of Ocoee, as it reflects the fundamental components of our lobbying business and work for several of our public entity clients. Yil l r y We are well equipped to monitor issues and impact federal legislation of importance to the City. Through our four decades of service to public ;. entities, we have monitored and impacted legislation and federal rules '' that affect public entities on several fronts, including unfunded mandates, surface transportation, water quality, energy efficiency programs, pre-disaster mitigation, flood insurance, public safety, trade and defense issues, among many others. As it relates to representing City of Ocoee in Washington, DC, we will act as the City's liaison to the federal government and would view ourselves as your Washington office. We are accustomed to representing our clients in meetings with members of Congress, professional staff, federal department officials and career civil servants. However, we would encourage Ocoee City officials to participate in these meetings at least once a year. We would arrange a day or two for you to come to Washington to discuss your priorities with your congressional delegation, other pertinent members of Congress, and federal agency officials. Finally, we would keep the City apprised of our advocacy efforts through a series of monthly written reports, regular appropriations and budget updates, and interim reports. These reports would be in addition to routine communication by email, phone, conference calls or video conferences. Likewise, we would prepare a year-end annual report, as we are accustomed to doing for many of our clients. PROJECT APPROACH Alcalde & Fay is highly qualified to provide federal government relations services to the City of Ocoee. We have developed an in-depth understanding of the needs of local government entities. Such knowledge is critical to ensuring the City's success in Washington. Upon commencement of our contract, we would immediately begin working with the City to establish a federal legislative agenda. This agenda would result from discussions with you in which we would gather specific information about your projects. Then we would perform a candid appraisal of each specific objective and determine the best means for accomplishing your goals. 11 As you are well aware, there is currently an emphasis in Washington on cutting federal spending and therefore the need to be creative in identifying sources of funding and strategically positioning City priorities is more important than ever. As a firm that has been representing public clients for over 40 years, we are well equipped to do this for the City of Ocoee by: ✓ Identifying, pursuing and protecting federal program funding that is important to the City in annual appropriations legislation; ✓ Working with the City to submit successful federal grants; • Seeking authorizations in federal legislation; and ✓ Working to support legislation, regulations and policy that would benefit the City, and oppose those that would harm it. Federal Program Funding in Annual Appropriations A core part of our practice is assisting communities through the appropriations process. We are experts in helping our clients navigate this process and our efforts have aided our clients in ensuring top line funding for various programs that have assisted our clients in achieving hundreds of millions of dollars over our long history. I ~` - "a° With Congress operating under a moratorium on congressionally- E �� a f directed appropriations (i.e. earmarks), the need to be creative in 1 Identifying sources of funding and strategically positioning the ` 4` City's priorities is more important than ever. VL _ ` Alcalde & Fay is well equipped to do this for the City of Ocoee and we will work with your congressional delegation, key members of Congress, and the House and Senate Appropriations Committees to create, enhance or protect federal programs that are important to the City. We will do this by lobbying for federal programs (both formula and grant) that support the City's projects and programs. Also, with our diverse group of clients, our firm has worked with each of the House and Senate Appropriations Subcommittees on matters impacting public entities, and our relationships extend to the committee staff that are able to impact federal spending. Furthermore, the firm has been working with various executive agencies to ensure that programs of importance to our clients are included, retained, or modified as part of the President's Budget, or to advocate on behalf of certain clients as the Administration considers how to direct funding appropriated by Congress. Since Congress has elected not to direct funding to specific projects, the Administration is now in control of making many funding decisions, and therefore has taken on special importance in choosing where to direct federal funding because it now has far more latitude. In addition, we annually work to protect 12 funding for the Community Development Block Grant and housing programs, funding for firefighters and Community Oriented Policing Services (COPS), surface transportation funding, water infrastructure and other programs that benefit public bodies. Federal Grants Alcalde & Fay utilizes a multi-dimensional approach to assisting � Z clients in the pursuit of grant funding. First and foremost, your s " ********* Alcalde & Fay team will outline the standard funding !. I' lA T S opportunities that exist and are frequently used by other local governments. If there are any projects that fit these or other common grant opportunities, your team will instruct you on what strings are attached in receiving the money, assist in drafting and submitting the necessary paperwork, and follow up with the respective federal agency. Second, Alcalde & Fay monitors grant opportunities on a daily basis and regularly sends out our Grant Alert for Local Governments identifying federal grant opportunities. The purpose of our grant alert is to apprise City staff of funding opportunities that might help Ocoee and should be considered for application. Your Alcalde & Fay team will secure additional grant information, clarify grant criteria, and fully assist the City in pursuing a grant award. As we identify pertinent grant solicitations, Alcalde & Fay's grant writing staff is available to offer a broad range of federal grant services including: ✓ Customized prospecting services; ✓ Grant writing and application development; ✓ Peer evaluation and critique services; as well as ✓ Securing of congressional support for the projects and inclusion of congressional letters of support in the application package. We closely monitor trends and priorities amongst federal programs, and we will work to refine your grant proposals and ensure they reflect Administration funding objectives. Additionally, we will coordinate any meetings required with program officers at federal agencies. Engaging in coordinated strategic program of visitations with key developmental offices can be critical to a successful grant strategy. Visits of this nature provide high visibility for both the City and its projects at executive agencies, and can be an important component of an educational campaign that details the issues the City faces. Our grant services are not limited to the federal level; with our grant service, we are committed to exploring all potential funding sources. To that end, we have an extensive database of private foundation grant opportunities that we will work with you to pursue in 13 order to support projects and programs including: environmental preservation, parks and recreation, youth, homelessness, education and libraries. Authorizing Legislation In addition to federal appropriations and grants, specific policies or projects can be secured through authorizing legislation, such as the surface transportation reauthorization bill and the Water Resources Development Act (WRDA). In WRDA, for instance, new policy can be secured for Army Corps of Engineers projects. As an example of our work in securing authorization, in the 2014 Water Resources Reform and Development Act (WRRDA), we learned that a public entity was attempting to modify the 2001 Florida Keys Water Quality Improvement Program (FKWQIP) authorization. The proposed modification would have posed a problem for our current client, the Village of Islamorada, Florida. Once we learned of the proposed modification, we quickly requested that it either be dropped from the legislation or changed to benefit our client. To accomplish that, we focused our efforts on changing the proposed modification to the authorization in the final WRRDA conference report. Over the course of a year, we had meetings with the key players involved, including the congressional delegation, the House Water Resources Subcommittee staff and Senate Environment and Public Works (EPW) Committee staff. We obtained the approval of both the minority and majority staff of House Water Resources and Senate EPW, since they had jurisdiction over WRRDA and had to resolve all issues and problems with the bill. In the end, we were successful in obtaining favorable statutory language our client wanted, which preserved their status for receiving FKWQIP funding. The bill was signed into law on June 10, 2014. Federal Legislation, Rulemakings and Policy Federal legislation, proposed rules and policy can have broad reaching impacts,both good and bad, on a municipal government. On behalf of Ocoee, we will monitor pertinent pieces of federal legislation and regulatory activity and inform the City of significant developments as they occur. We are prepared to promote passage or defeat of any legislation or specific provisions of particular interest or concern to the City and work to affect the final bill to assure your maximum benefit. For instance, we alerted several of our public entities of the Army Corps of Engineers and Environmental Protection Agency's proposed rule to define "waters of the U.S" to determine what waters are considered "navigable waters" and fall under federal Clean Water Act oversight as opposed to state oversight. According to an EPA/Corps analysis, costs to regulated entities and governments (federal, state, and local) are likely to increase as a result of 14 additional permit application expenses, federal and state government administration and processing of additional permits, and compensatory mitigation requirements for permit impacts. We encouraged our clients to review the rule and determine whether it would impact them, and have advocated in support of legislation that will delay or modify the proposed regulation, and monitored ongoing litigation that has so far blocked implementation of the rule. Working with Congress and Federal Agencies F I ' a Recognized as a bipartisan firm, the partners and personnel of :.:_ , . 1(4 t 4 Alcalde & Fay are drawn from both political parties and have 1- '�` '°' among them close working relations with key legislators and staff 41/i,,Aft- . on both sides of the aisle. a- _- Alcalde & Fay will make it a priority to maintain good working relationships with Ocoee's congressional delegation, which includes Senators Bill Nelson (D) and Marco Rubio (R), and Representative Daniel Webster (R). The City's congressional delegation will provide a strong base of support for implementing your federal legislative agenda. In addition to working with your congressional delegation, Alcalde & Fay has solid working relationships with key chairmen, ranking members, and senior congressional committee staff as a result of our longevity and representation of clients from across the Country. This includes members and staff of the House and Senate Appropriations Committees, House Transportation and Infrastructure Committee, Senate Commerce, Science and Transportation Committee, Senate Environment and Public Works Committee, House Ways and Means Committee, Senate Finance Committee, House Natural Resources Committee and Senate Energy and Natural Resources Committee. Each of these Committees play a critical role in legislation affecting municipal bodies and our familiarity with these Committee members and their staff will be beneficial in advocating on behalf of City's priorities. Our long-term bipartisan relationships extend well into the ranks of .. political appointees and senior career staff in many of the federal y; departments as well. Alcalde &Fay has extensive contacts and significant ,- 7. 4„,, /0 experience in dealing with the Administration; Departments of Commerce, Energy, Homeland Security, Housing and Urban ‘a-,,,'„:,”' ,,;w Development, Interior, Justice, Transportation and the Environmental (6) f Y 4,11,,.=; Protection Agency (EPA) and Army Corps of Engineers, among others. f Our relationships with federal department officials and staff will be an asset to the City in your efforts to affect administration policy, secure competitive grant funding, fight burdensome 15 regulations, cut through bureaucratic red tape, expedite project reviews, obtain federal permits, and solve City problems that fall under federal jurisdiction. 16 { EXHIBIT"B" PRICE PROPOSAL FORM RFP 16-001 FEDERAL LOBBYIST SERVICES 1. Annual Lump Sum not-to-exceed Maximum Amount: $ 60,000 Sixty Thousand dollars and 0 cents 2. Hourly Rate for Additional Services(i.e.Travel&Related Expenses): $ N/A dollars and cents Attach additional sheets if necessary. Alcalde& Fay Company Name L.A. "Skip"Bafalis Anti"rize s S fficer(print) Authorized Signatur: January 7, 2016 Date RFP16-001 Federal Lobbyist Services 18 14. SUMMARY OF LITIGATION: Provide a summary of any litigation, claim(s), proposal disputes, or contract dispute(s) filed by or against the Respondent in the past five (5)years that is related to the services that the Respondent provides in the regular course of business. The summary shall state the nature of the litigation, claim, or contact dispute, a brief description of the case, the outcome or projected outcome, and the monetary amounts involved. If none, please so state. (Attach additional sheets, if necessary) There is no litigation. 15. ACKNOWLEDGMENT OF ADDENDA: Respondent acknowledges receipt of the following addenda, if any: No. Dated No. Dated No. Dated 16. SUBMITTALS/PROPOSAL FORMAT: The City of Ocoee requires comprehensive responses to every section within this RFP. To facilitate the review of the responses, Respondents shall follow the described proposal format. The intent of the proposal format requirements is to expedite review and evaluation, It is not the intent to constrain Respondents with regard to content, but to assure that the specific requirements set forth in this RFP are addressed in a uniform manner amenable to review and evaluation. Submissions shall be limited to a total of forty (40) 8.5"x 11" pages (excluding front and back covers, dividers, table of contents, and all forms included in this RFP), single-sided, portrait orientation, 12-point font, and contained in a three-ring binder or other format amenable to easy photocopying. The page limit applies to the material contained in sections 1 thru 4 of the proposal, as described below. The person signing the proposal on behalf of the Respondent shall have the legal authority to bind the Respondent to the submitted proposal. Failure to adhere to the stated page limit or provide the required content may subject your proposal to disqualification. In order to simplify the review process and obtain the maximum degree of comparison, the Respondent must provide the following content when responding to the RFP: RFP16-001 Federal Lobbyist Services 14 RFP#16-001 COMPANY INFORMATION/SIGNATURE SHEET FAILURE TO COMPLY WITH THE RFP INSTRUCTIONS WILL RESULT IN DISQUALIFICATION OF YOUR PROPOSAL. PLEASE SIGN BELOW ATTESTING THAT YOU HAVE READ AND UNDERSTAND ALL RFP INSTRUCTIONS AND THAT YOU UNDERSTAND THAT THE SUCCESSFUL RESPONDENT WILL BE REQUIRED TO ENTER INTO A LEGALLY BINDING CONTRACT WITH THE CITY OF OCOEE. Alcalde&Fay (703)841-0626 COMPANY NAME TELEPHONE(INCLUDE AREA CODE) (703)243-2876 FAX (INCLUDE AREA CODE) Bafa l i s @ Alcalde-Fay.com E-MAIL ADDRESS Gr IF REMITTANCE ADDRESS IS DIFFERENT AUTHORIZED SIGMA U (manual) FROM PURCHASE ORDER ADDRESS, PLEASE INDICATE BELOW: L.A."Skip"Bafalis NAME/TITLE(PLEASE PRINT) 2111 Wilson Blvd., 8th Floor STREET ADDRESS Arlington.Virginia 22201 CITY STATE ZIP FEDERAL ID# 52-0996647 Individual X Corporation Partnership Other(Specify) Sworn to and subscribed before me this 7 day of January ,2016 • ersonally Know or RTXXX6NDMIX1 ICIdXCXXXXXXX Notary Public-State of Virginia 0045)> X0a0414MXXXXXXXXX County of Arlington o Notary Public l 4TRAC ie, Trace Roller *4 • pU$LR1 �'t� NOTgR1%.* �� Printed,Typed or Stamped Comm'ission�,iy� 1•••• ,*la Q;'• PUBLIC •_� Name of Notary Public p 4,, •23 rn RliPc1b6 COO or •'`6Iit* Services O,Ir' ?/28i` �ta���9 XPiRfs !oN•;�: •,'�, 4i. • 1.....1•04>.2/28/20/7,..%:F$ '11/1,10%0 ALCALDE & FAY GOVERNMENT &PUBLIC AFFAIRS 2 1 1 111 , 1415 New in this issue: Department of Commerce • EDA Planning Program and Local Technical Assistance Program • Environmental Literacy Grants Department of Justice • Enhanced Training and Services to End Abuse in Later Life Program • Justice for Families Program • Rural Sexual Assault,Domestic Violence,Dating Violence and Stalking Program • Family Drug Court Training and Technical Assistance Program Department of Housing and Urban Development • Choice Neighborhoods Planning Grants Program NEW GRANT ANNO UNCEMENTS DEPARTMENT OF COMMERCE EDA Planning Program and Local Technical Assistance Program EDA's Planning and Local Technical Assistance programs provides funding to assists entities in creating regional economic development plans designed to build capacity and guide the economic prosperity and resiliency of an area or region.In general,EDA provides Partnership Planning grants to the designated planning organization(e.g.,District Organization)serving EDA designated Economic Development Districts to enable these organizations to develop and implement relevant CEDS. The Local Technical Assistance program strengthens the capacity of local or State organizations, institutions of higher education, and other eligible recipients to undertake and promote effective economic development programs through projects such as feasibility analyses and impact studies Eligible Applicants State and local governments,institutions of higher education,and non-profit organizations. Funding TBD,$300,000 per award Application Deadline Applications are accepted on a continuing basis and processed as received. This Planning and Local Technical Assistance opportunity will remain in effect until superseded by a future announcement. Page 2 Application and program information may be found here. Environmental Literacy Grants The Environmental Literacy program provides funding for education projects designed to strengthen the public's and/or K-12 students'environmental literacy to enable informed decision-making necessary for community resilience to extreme weather events and other environmental hazards. Successful projects will advance NOAA's mission and build the environmental literacy necessary for community resilience by focusing on geographic awareness and an understanding of Earth systems and the threats and vulnerabilities that are associated with a community's location, Eligible Applicants State and local governments; institutions of higher education; nonprofits, including informal education institutions such as museums,zoos,and aquariums;and K-12 public and independent schools and school systems. Funding $2,000,000 is available for 8 awards ranging from$250,000 to$500,000. Application Deadline February 9,2016 Application and program information may be found here. For further information, please contact Carrie McDougall, John McLaughlin, Sarah Schoedinger, or Christopher Nelson at oed.grantstnoaa.gov. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT Choice Neighborhoods Planning Grants Program Planning Grants are two-year grants that assist communities with severely distressed public or HUD-assisted housing in developing a successful neighborhood transformation plan and building the support necessary for that plan to be successfully implemented. Planning and Action Grants are three-year planning grants that demonstrate a commitment to "doing while planning." Activities are limited to: reclaiming and recycling vacant property; beautification, place-making, and community arts projects;homeowner and business facade improvement programs; neighborhood broadband/Wi-Fi; and gap financing for economic development projects. Action Activities must build upon the planning for the target housing and neighborhood. Eligible Applicants Eligible applicants are Public Housing Authorities(PHAs),local governments,and nonprofits. Funding $10,000,000 is available for 8 awards,with the award ceiling set at$2,000,000. Application Deadline February 9,2015 Application and program information may be found here. DEPARTMENT OF JUSTICE Enhanced Training and Services to End Abuse in Later Life Program In Fiscal Year 2016,OVW plans to fund projects that will support a comprehensive approach to addressing elder abuse in their communities. These projects will provide training to criminal justice professionals to enhance their ability to Page 3 address elder abuse, neglect and exploitation; provide cross-training opportunities to professionals working with older victims;establish or support a coordinated community response to elder abuse;and provide or enhance services (" for victims who are 50 years of age or older. l Eligible Applicants State and local governments and non-profit organizations Funding $3,000,000 Application Deadline February 11,2015 Application and program information may be found here. For further information,please contact Janice A.Green at Ianice.a.green@usdoj.gov or(202)616-6728. Justice for Families Program The Families in the Justice System program provides funding-to improve the response of all aspects of the civil and criminal justice system to families with a history of domestic violence,dating violence,sexual assault,and stalking,or in cases involving allegations of child sexual abuse.The program supports the following activities for improving the capacity of communities and courts to respond to families affected by the four crimes: court-based and court-related programs; supervised visitation and safe exchange by and between parents; training and technical assistance for people who work with families in the court system; civil legal services; provision of resources in juvenile court matters;and development or promotion of legislation,model codes,policies,and best practices. Eligible Applicants State and local governments and non-profit organizations Funding $11,000,000 available for 25 awards ranging from$450,000 to$600,000 Application Deadline January 20,2016,with a letter of registration submitted by January 4,2016. Application and program information may be found here. For further information,please contact Carrie Mitchell at OV W.IFFPusdoj.gov or(202)307-6026. Rural Sexual Assault,Domestic Violence,Dating Violence and Stalking Program The Rural Sexual Assault, Domestic Violence, Dating Violence, and Stalking Assistance Program-supports projects designed to address and prevent sexual assault, domestic violence,dating violence,and stalking in rural jurisdictions. For many applicants,the Rural Program is one of the few sources of funding to support the provision of core services for victims of sexual assault, domestic violence, dating violence, and stalking. For this reason, OVW will only fund applications that propose projects that implement a collaborative response, support victim services and/or create a direct response to these crimes in rural communities. Eligible Applicants State and local governments,institutions of higher education,and non-profit organizations. Funding An estimated$33,000,000 is available for an expected 40 awards. Application Deadline Page 4 February 1,2016,with a letter of registration submitted by January 19,2016. Application and program information may be found here. ( For further information,please contact Debbie Bright at Debbie.bright@usdoj.gov or(202)307-3353. Family Drug Court Training and Technical Assistance Program The Family Drug Court Program supports training and technical assistance that helps states,state courts,local courts, units of local government, and Indian tribal governments develop, maintain,and enhance drug courts for substance- abusing adults who are involved with the family court due to child abuse and/or neglect issues. Eligible Applicants OJJDP invites applications from nonprofit organizations,for-profit organizations,and institutions of higher education. The applicant must be the entity with primary responsibility for administering the funding and managing the entire program. Only one application per lead applicant will be considered;however, subrecipients may be part of multiple proposals. Funding $1,000,000 Application Deadline January 19,2016 Application and program information may be found here. For further information, please contact the Grants.gov Customer Support Hotline at 800-518-4726 or 606-545-5035, or via e-mail at support@grants.gov. PREVIOUS GRANT A NNOUNCEMENTS DEPARTMENT OF AGRICULTURE Assistance to High Energy Cost Rural Communities Grant Program The Rural Utilities Service(RUS), an agency of the United States Department of Agriculture (USDA), announces the availability of funding to assist communities with extremely high energy costs. Grant funds may be used to acquire, construct, extend, upgrade, or otherwise improve energy generation, transmission, or distribution facilities serving eligible communities. Grants may also be used for programs that install on-grid and off-grid renewable energy systems and energy efficiency improvements in eligible communities. Eligible Applicants Communities with average annual residential energy costs exceeding 275 percent of the national average Funding Approximately$10 million is available for awards ranging from$50,000 to$3 million. Application Deadline December 14,2015 Application and program information may be found here. Food Insecurity Nutrition Incentive Grants USDA's Food Insecurity Nutrition Incentive Grants Program supports projects to increase the purchase of fruits and vegetables among low-income consumers participating in the Supplemental Nutrition Assistance Program Page 5 (SNAP)by providing incentives at the point of purchase.The program will test strategies that could contribute to our understanding of how best to increase the purchase of fruits and vegetables by Supplemental Nutrition ( Assistance Program (SNAP) participants that would inform future efforts, and develop effective and efficient benefit redemption technologies Eligible Applicants Eligibility to receive this grant is limited to government agencies and non-profit organizations Funding Approximately$16.8 million is available for grant awards. Application Deadline December 16,2015 Application and program information may be found here. For further information,please contact lane Clary Loveless,Ph.D.at jclary @�nifa.usda.gov. Solid Waste Management Grant Program USDA's Solid Waste Management(SWM)Grant Program assists communities through technical assistance and/or training to reduce or eliminate pollution of water resources in rural areas,and improve planning and management of solid waste sites in rural areas.Funds may be used to: Evaluate current landfill conditions to determine threats to water resources; provide technical assistance and/or training to enhance operator skills in the maintenance and operation of active landfills; provide technical assistance and/or training to help associations reduce the solid waste stream;and provide technical assistance and/or training for operators of landfills which are closed or will be closed in the near future.Office of rural development ' Eligible Applicants Non-profit organizations that have the proven ability, background, experience and capacity to provide technical assistance or training on a national,regional or state basis Funding Approximately$4 million is available for 30 awards. Application Deadline December 31,2015 Application and program information may be found here. For further information,please contact Anita O'Brien at anita.obrien@wdc.usda.gov DEPARTMENT OF COMMERCE NOAA California Bay Watershed Education and Training (B-WET) Program The California B-WET Program is a competitive grant program that supports existing,high quality environmental education programs, fosters the growth of new, innovative programs, and encourages capacity building and partnership development for environmental education programs throughout the entire the San Francisco Bay, Monterey Bay, and Santa Barbara Channel watersheds. Successful projects provide Meaningful Watershed Educational Experiences(MWEEs)for students and related professional development for teachers. Eligible Applicants Eligible applicants are K-12 public and independent schools and school systems, institutions of higher education, nonprofit organizations,state or local government agencies,and interstate agencies. Page 6 Funding Approximately$800,000 is available for 20 awards ranging from$30,000 to$60,000. 1 Application Deadline December 16,2015 Application and program information may be found here. For further information,please contact Seaberry Nachbar at(831)647-4204. Coral Reef Conservation Program,Domestic Coral Reef Conservation Grants The NOAA Coral Reef Conservation Grant Program provides matching grants to support coral reef conservation projects in shallow water coral reef ecosystems in American Samoa,the Commonwealth of the Northern Mariana Islands, Florida, Guam, Hawaii, Puerto Rico, the U.S.Virgin Islands, and coral-dominated banks in U.S. portions of the Gulf of Mexico. Eligible Applicants Higher education entities,and for-and non-profit organizations Funding Approximately$1 million is available for 15 awards ranging between$30,000 and$80,000. Application Deadline January 6,2015 Application and program information may be found here. Planning and Local Technical Assistance Programs Under the Planning and Local Technical Assistance programs grants,the Economic Development Administration (EDA) assists recipients in creating regional economic development plans designed to stimulate and guide the economic development efforts of a community or region. EDA supports Partnership Planning investments to facilitate the development, implementation, revision, or replacement of Comprehensive Economic Development Strategies(CEDS),which articulate and prioritize the strategic economic goals of recipients'respective regions. Eligible Applicants States, cities, or other political subdivisions of a state, including a special purpose unit of a state or local government engaged in economic or infrastructure development activities, or a consortium of political subdivisions; district organizations; institutions of higher education or a consortium of institutions of higher education;or public or private non-profits acting in cooperation with officials of a political subdivision of a state. Funding Annual grant amounts per recipient for EDA's Partnership Planning,Short-Term,and State Planning programs are typically between$60,000 and$70,000. Application Deadline Applications are accepted on a continuing basis and processed as received. Application and program information can be found here. For further information, please contact the appropriate regional office or Economic Development Representative listed in the announcement.EDA's website contains additional information on its programs. Additional program and application information can be found here. Page 7 For further information,please contact Erin Higgins at(202)208-3749 or e-mail at Erin.Higgins@-ed.gov. DEPARTMENT OF HEALTH AND HUMAN SERVICES Primary Care Training and Enhancement Program This announcement solicits applications for the Fiscal Year (FY) 2016 Primary Care Training and Enhancement (PCTE) program. Program Purpose The overarching purpose of the PCTE program is to strengthen the primary care workforce by supporting enhanced training for future primary care clinicians,teachers,and researchers. Eligible Applicants Eligible applicants include local governments,accredited public or nonprofit private hospitals,faith-based and community-based organizations. Organizations that competed for the FY 2015 Primary Care Training and Enhancement program funding opportunity and successfully received an award are not eligible for this competition. Funding Approximately$15 million is available for 37 awards. Application Deadline December 16,2015 Application and program information may be found here. For further information, please contact Anthony Anyanwu at(301)443-8437 or aanyanwutahrsa.gov. FY 2016 Service Area Competition HRSA's Health Center Program supports patient-directed public and private nonprofit organizations that provide primary and preventive health care services to the Nation's medically underserved. The purpose of the SAC funding opportunity is to ensure continued access to comprehensive,culturally competent,quality primary health care services for communities and vulnerable populations served by the Health Center Program. Eligible Applicants Eligible applicants must be public or nonprofit private entities, such as faith-based, or community-based organizations, that propose to serve a service area and its associated population to ensure continued access to comprehensive, culturally competent, quality primary health care services for communities and vulnerable populations served by the Health Center Program. Applicants must meet all Eligibility Requirements listed in Section III of the Funding Opportunity Announcement(FOA). Funding Approximately$1.2 billion is available to an estimated 465 SAC applicants. Application Dadline November 2,2015,December 2,2015 or January 6,2016 Application and program information may be found here. For further information,please contact Beth Hartmayer at BPIICSAC@hrsa.gov DEPARTMENT OF HOMELAND SECURITY FEMA Assistance to Firefighters Grant(AFG) Program The Department of Homeland Security has announced that it will soon(early November)begin accepting application under the FY 2015 FEMA Assistance to Firefighters Grant (AFG) Program. AFG funding is awarded to help Page 8 firefighters and other first responders obtain critically needed equipment, protective gear,emergency vehicles, training and other resources needed to protect the public and emergency personnel from fire and related hazards. In advance of the solicitation, FEMA is hosting a series of live webinars this week to discuss the FY 2015 application and program priorities. We encourage your participation if your community is considering a submission under this year's program. Additional information on all webinars and the AFG program can be found here. U.S.DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT FY 2015 Juvenile Re-entry Assistance Program This Notice of Funding Availability announces the availability of approximately$1.75 million for the Juvenile Re-entry Assistance Program(JRAP) to support successful transition to the community by reducing barriers to public housing, employment,and/or educational opportunities.This NOFA provides funding for Public Housing Authorities (PHAs) who have established a partnership with a legal aid organization, university legal center, public defender's office, or other legal service organization that is a non-profit and has experience providing legal services to juveniles(including expungement and/or sealing the juvenile and/or adult criminal records) for 1) current public housing resident youth up to 24 years old who have a criminal record and/or 2) former household members (who are youth up to 24 years old)of current public housing residents who,but for their criminal record,would be living in public housing. Eligible Applicants Public Housing Authorities(PHAs)who have established a partnership with a legal aid organization,university legal center, public defender's office, or other legal service organization that is a non-profit and has experience providing legal services to juveniles. Funding $1.75 million has been made available for approximately 18 awards ranging from$10,000 to$100,000. Application Deadline The deadline for applications is January 4,2016. Application and program information may be found here. FY 2016 Discretionary Programs Each year HUD publishes a General Section that contains requirements for all of HUD's competitive grant programs.The following NOFA forecast is list of the competitive grant offerings that may be available for FY 2016. The inclusion or exclusion of an opportunity in this list does not constitute a guarantee that a specific opportunity will become available.All programs listed are subject to available funding and other considerations.Application and program information can be found here. NOFA TITLE ESTIMATED PUBLICATION Appalachia Economic Development Initiative April-June I Capacity Building for Community Development and Affordable Housing Grants (April-June Continuum of Care(CoC) April June HUD Community Compass Technical Assistance and Capacity Building Program April-June Page 9 Rural Capacity Building for Community Development and Affordable Housing 1 Grants April-June Self-Help Homeownership Opportunity Program(SHOP) iJuly September Fair Housing Initiative Programs(FHIP) January March Comprehensive Housing Counseling Grant Program October December Housing Counseling Training ,October-December 1 Healthy Homes Technical Studies Grant Program Pre Application l October-December Healthy Homes Technical Studies Grant Program Full Application 'October December Lead Hazard Reduction Demonstration(LHRD)Grant Program January March Lead-Based Paint Hazard Control(LBPHC)Grant Program January March ;Choice Neighborhood Planning Grants Program October December IFamily Self Sufficiency Program Januar y March Job Plus Pilot Initiative January-March Resident Opportunity and Self Sufficiency(ROSS)Service Coordinators Program hanuary-March DEPARTMENT OF THE INTERIOR National Park Service American Battlefield Protection Program Battlefield The American Battlefield Protection Program (ABPP) of the National Park Service invites non-profit groups, academic institutions, and local, regional, state, and tribal governments to submit applications for the 2016 Battlefield Planning Grants. The purpose of this grant program is to provide seed money for projects that lead directly to the identification, preservation and interpretation of battlefield land and/or historic sites associated with battlefields.Projects that involve multiple stakeholders are given preference. EIigible Applicants Eligible applicants must be non-profit groups,academic institutions,and local,regional, and state governments. Application Deadline January 14,2016 Application and program information may be found here. For further information,please contact Kristen McMasters at Kristen McMastersC@nps.gov DEPARTMENT OF VETERANS AFFAIRS Veterans Cemetery Grants The Department of Veterans Affairs (VA) Veterans Cemetery Grants Program was established to complement VA's National Cemetery Administration. The program assists states, territories, and federally recognized tribal governments in providing gravesites for veterans in those areas where VA's national cemeteries cannot fully satisfy their burial needs. Grants may be used only for the purpose of establishing, expanding or improving veterans cemeteries that are owned and operated by a state, federally recognized tribal government, or U.S. territory.For establishment of new cemeteries,VA can provide for operating equipment.VA does not provide for acquisition of land.The value of the land cannot be considered as an"allowable cost"under the grant. Page 10 Eligible Applicants States, territories, and tribal governments are eligible to receive grants to establish, expand or improve State or ( Tribal Veterans cemeteries. Funding $46 million Application Deadline July 1,2016 Application and program information can be found here. For further information,please contact the Veterans Cemetery Grants Program via email at vcgs@va.gov. ENVIRONMENTAL PROTECTION AGENCY Technical Assistance to Brownfields Communities Grant This notice announces the availability of funds and solicits proposals from eligible entities to provide technical assistance to communities on brownfield issues. The EPA's Brownfields Program is built upon four basic goals and principles — protecting the environment, partnering for success, stimulating the marketplace, and promoting sustainable reuse.The EPA is committed to supporting technical assistance that will further the goals of the program and provide enhanced knowledge, tools, and processes to a broad range of stakeholders (e.g.,tribal, state, local and other non-governmental entities),especially to small,rural and underserved communities. EIigible Applicants Government entities,redevelopment agencies,nonprofit organizations(including institutions of higher education). Funding Approximately$11 million has been made available for up to 11 recipients Application Deadline The deadline for applications is December 21,2015. Application and program information may be found here. FY 2015 Support for Water Quality Framework Training Workshop,Nonpoint Source Agriculture Training and Technical Assistance, and Hypoxia and Agricultural Nutrient Outreach and Technical Assistance The U.S. Environmental Protection Agency (EPA) is soliciting proposals from eligible applicants to provide support for training and technical assistance activities to build the capacity of state and tribal officials and nongovernmental stakeholders in the Clean Water Act (CWA) Sections 303(d), 305(b), TMDL Programs, the Nonpoint Source (CWA Section 319)Program,and Gulf of Mexico Hypoxia related activities. Eligible Applicants Government entities,redevelopment agencies,nonprofit organizations(induding institutions of higher education). Funding Approximately$1.45 million has been made available for awards ranging from$100,000 to$600,000. Application Deadline ( The deadline for applications is December 14,2015. Application and program information may be found here, Page 11 FF HEALTH RESOURCES AND SERVICES ADMINISTRATION Rural Health Network Development Program This announcement solicits applications for the Rural Health Network Development Planning Grant Program ("Network Planning"). The purpose of the Network Planning program is to assist in the development of an integrated healthcare network,if the network participants do not have a history of formal collaborative efforts. Health care networks can be an effective strategy to help smaller rural health care providers and health care service organizations align resources and strategies, achieve economies of scale and efficiency, and address challenges more effectively as a group than as single providers. Eligible Applicants Public Housing Authorities(PHAs)who have established a partnership with a legal aid organization,university legal center, public defender's office, or other legal service organization that is a non-profit and has experience providing legal services to juveniles. Funding Approximately$2.4 million has been made available for several awards Application Deadline The deadline for applications is January 8,2016. Application and program information may be found here. CORPORATION FOR NATIONAL AND COMMUNITY SERVICE AmeriCorps State and National Grants FY 2016 AmeriCorps grants are awarded to eligible organizations proposing to engage AmeriCorps members in evidence- based or evidence-informed interventions to strengthen communities. An AmeriCorps member is an individual who engages in community service through an approved national service position.CNCS seeks to prioritize the investment of national service resources in disaster services,economic opportunity,education,environment,veterans and military families,governor and mayor initiatives,safer communities,and elder justice. Eligible Applicants Public or private nonprofit organizations, including faith-based and other community organizations;institutions of higher education; government entities within states or territories (e.g., cities, counties); labor organizations; partnerships and consortia. Funding Funding is to be determined,based on FY2016 appropriations. Application Deadline The deadline for applications is January 20,2016 with a notification of intent to apply by December 9,2015. Application and program information may be found here. GULF COAST ECOSYSTEM RESTORATION COUNCIL Spill Impact Component Planning Grants The Spill Impact Component Planning Grants Program is soliciting applications for State Expenditure Plans(SEP) planning grants. All planning activities proposed under this announcement are limited to the development of a Page 12 comprehensive SEP, including conceptual design and feasibility studies related to specific projects. This announcement does not cover applications that propose engineering and environmental studies related to specific projects. It also does not include any pre-award costs incurred prior to publication of the RESTORE Council's RESTORE Act Spill Impact Component Planning Allocation Interim Final Rule(79 FR 49690)on August 22,2014. The submission process for this announcement is organized into two phases: 1. The submission of a planning SEP by a Gulf Coast State Council member which will be approved by the Chairperson of the RESTORE Council;and 2. The administrative application process for the planning grants, which includes the submission of all administrative grant application materials by the eligible entities. Eligible Applicants Eligible applicants are the Gulf Coast States—defined in 33 U.S.C. 1321(a)(34) as any of the States of Alabama, Florida, Louisiana, Mississippi, and Texas—or their administrative agents and the Gulf Consortium of Florida counties. Funding $49 million is available,but each award may be no more than$9.9 million(5 percent of the total available). Application Deadline December 31,2015 Application and program information can be found here. For further information,please contact Mary Pleffner at(813)995-2025,or via email, mary.pleffner@restorethegulf.gov. NATIONAL ENDOWMENT FOR THE HUMANITIES Museums,Libraries,and Cultural Organizations: Implementation Grants This grant program supports projects for general audiences that encourage active engagement with humanities ideas in creative and appealing ways.Many different formats are supported,including permanent and traveling exhibitions, book or film discussion programs, historic site or district interpretations, living history presentations, and other face- to-face programs in public venues. All projects must be grounded in humanities scholarship in disciplines such as history, art history, film studies, literature, religious studies, philosophy, or anthropology. We welcome humanities projects tailored to particular groups, such as families, youth (including K-12 students), teachers, seniors, at-risk communities,and veterans,but they should also strive to cultivate a more inclusive public audience. Eligible Applicants Public or private nonprofit organizations, institutions of higher education; city, county, township, and state governments. Funding Approximately$1 million has been made available for several awards Application Deadline The deadline for applications is January 13,2016. Application and program information may be found here. c E ._: ��' r+fs y�'S. d r Kid City of Ocoee Request for Proposals #16-001 Federal Lobbyist Services Submitted by: Global Business Development Consulting, Inc. 3604 Meadow Breeze Loop Ocoee, FL 34761 36()4 Nleado■\- 13reezc. Loop t)coee• 171..34701 1<4-S4c�� E kE3)t,i1 I;it _€1C-.',...sQ.:A'F"i€ 1.1111C.ixt-f.°5!1'71. i„.,5 f C k`t t PJr • TABLE OF CONTENTS General Terms and Conditions Tab A Letter of Transmittal Section 1 Qualifications, Experience, References Section 2 Methodology including Technical Approach and Respondents Understanding of the Scope of Services Section 3 Service Rates Section 4 ( Required Forms Section 5 ( 0()4 i\ie,,,itO\,' Breeze. I..c:t n Ocee_ I-1 3-1761 -107-'1741-4;4()6 � i" .. C i is F at2 , ,° �)f-,..9p�.d _s 1 f. F .�! 6 Y ,r,_ , .JiL. Ji, ., „. . s't Tab A - General Terms & Conditions 1. Bid Security: None required according to RFP. 2. Performance Bond: None required according to RFP. 3. Patent Indemnity: Global Business Development Consulting, Inc. agrees to indemnify the City of Ocoee and its officers, agents, and employees against liability, including costs and expenses, for infringement upon any letters patent of the United States arising out of the performance of this contract. Further, Global Business Development, Inc. fully indemnify, de- fend, and hold harmless the City of Ocoee and its officers, agents, and employees from any suits, actions, damages, and costs of every name and description, including attorneys' fees, arising from or relating to viola- tion or infringement of a trademark, copyright, patent, trade secret, un- patented invention, or intellectual property right. ( 4. Pricing: Pricing is attached as Exhibit B. 5. Award Criteria: Global Business Development Consulting, Inc. understands that if awarded a contract it will be in accordance to the Evaluation Crite- ria contained in the RFP. 6. Bid Protests: Any protests will be made in accordance set forth in the RFP; and will be submitted in a timely manner to the Purchasing Agent. 7. Payment Terms: No payment will be made for materials ordered without a proper purchase order authorization by the City of Ocoee. 8. Drug-Free Workplace: Global Business Development Consulting, Inc. is committed to providing an environment free of the abuse of alcohol and the illegal use of alcohol and other drugs. ( 36u-i �ieddot\ hree e LOOP Ocoee i i, 3-170 1 1 ...::...::. . .: ...;: . ■ 107-274 5,4(?5 €l(11)I Isti;6t,_.:sti Df.V{1015%4W Ili t t113.i+(lP.SA,,IOC. rl, % J -........:...:. ..' . '...........i............. ....r'..... 1 .. f . . . . 4� f a .*1%1014. F• ? JT 11) • . . .. , -: _ :2:-..1.,:--• ,---:---'•l',-:':':.,,:::--...-- .2.i: .. - .,,..',-- -:. - . :- ,.., • - ' ', . .. 9. Contract: Global Business Development Consulting, Inc. , if awarded, will enter into a contract with the City of Ocoee for an initial three (3) years, with two (2), one (1) year automatic renewal options, unless terminated by the City of Ocoee. The firm understands that each term is renewable with the condition that the City's obligation to pay under this agreement for each year is contingent upon the City in its good faith judgment having sufficient funds to make an annual appropriation for the lobbying work to be provided. 10.Certification of Non-Segregated Facilities: Global Business Development Consulting, Inc. certifies that it does not and will not maintain or provide any segregated facilities for its employees. Global Business Development Consulting, Inc. complies with all applicable federal, state, and local laws, rules and regulations in regard to non-discrimination in employment be- cause of race, color, ancestry, national origin, religion, sex, age, marital status, medical condition, or physical or mental disability. 11. Statement of Affirmation and intent: a) Global Business Development Consulting, Inc. declares that only the persons or parties in this proposal are those names herein, and is fair and that it is made without collusion with any other vendor or official of the City of Ocoee. b) Global Business Development Consulting, Inc. certifies that no City Commissioner, or other City Official, or City employee directly or indi- rectly owns assets or capital stock of the firm, no will directly or indi- rectly benefit by the profits of this proposal. c) Global Business Development Consulting, Inc. certifies that no member of the firm is presently applying for an employee position or actively seeking an elected position with the City of Ocoee. d) Global Business Development Consulting, Inc. further declares that a careful examination of the scope of services, instructions, and terms and conditions of this RFP has occurred and that the proposal is made according to the provisions of the RFP document and will meet or exceed the scope of services, requirements, and the stan- dards contained in the RFP document. oU-1 Meadow 1steeze Loop Ocoee FL 3-1761 x O7-274-S4OS mss(1)' i ta a r _ @rt 4 ..¢ .,.L L.2ii?_�•s 4.'i$: �. $Bt'' ts� a a OP' . . , • ' ' . '--'\,... / . -' -' - ''''''' ' -' - '- ' -.'-' -'-- ,'" .' . ' ' , , e) Global Business Development Consulting, Inc. agrees to abide by all conditions of the negotiation process. The firm offers and agrees that if this negotiation is accepted, that Global Business Develop- ment Consulting, Inc. will convey, sell, assign, or transfer to the City of Ocoee all rights, title, and interest in and to all causes of action it may now or hereafter acquire under the anti-trust laws of the United States and the State of Florida for price fixing relating to the particu- lar commodities or services purchased or acquired by the City of Ocoee, 12. Public Entity Crime Statement: Global Business Development Consulting, Inc. guarantees that they have read the statement in the RFP. 13. Standard Insurance Requirements: Global Business Development Consult- ing, Inc. certifies that if awarded, the firm can provide evidence of both General Liability and Professional (Design Errors and Omissions In the ( amount of $1,000,000), Liability Insurance in the form of a certificate of in- surance issued on behalf of the City of Ocoee and naming the City as an additional insured, by companies acceptable to the City of Ocoee at the minimum limits and coverages listed below with deductible amounts ac- ceptable to the City. Global Business Development Consulting, Inc. will provide the following documentation to the City of Ocoee: a. Loss Deductible Clause b. Workers' Compensation Insurance c. Consultant's Public Liability and Property Damage Insurance d. Automobile Bodily Injury Liability and Property Damage Liability e. Comprehensive General Liability (Occurrence Form) f. Subconsultant's Comprehensive General Liability, Automobile Liabili- ty and Worker's Compensation Insurance g. Contractual Liability 14. Summary of Litigation: No litigation, claims or proposal disputes, or con- tractual disputes have been filed by or against Global Business Develop- ment Consulting, Inc. in the past five (5) years. 15. Acknowledgement of Addenda: None. ,, 360.1 Mend inv Breeze Loop Ocoee. 1.1 . -1761 407_274-5.40s g _- °' °F1Y'i1 i!t.' s7�Ff i 'S9Ey' t! 4 a ^� lok ® Y, LAO-ilk Section 1 - Letter of Transmittal City of Ocoee Attention: Joyce Tolbert, CPPB Purchasing Agent, Finance Department/Purchasing Second Floor 150 N. Lakeshore Drive Ocoee, FL 34761 Re: Request for Proposals #16-001 Federal Lobbyist Services Dear Ms. Tolbert, We are pleased to submit this response to the City of Ocoee Request for Pro- posals regarding Federal Lobbyist Services #16-001. Our response provides you with the necessary information required to evaluate our qualifications. We welcome the opportunity to provide you with any addi- tional information you might require. Thank you for the opportunity to submit this Request for Proposals #16-001 for Federal Lobbyist Services. We look forward to speaking with you about this. Sincerely, Mr. Randolph Bracy, Ill Principal Global Business Development Consulting, Inc. 3t,O4 I\le'iduxv Breeze. Loop Ocoee, 11 347(.1 407-27=1-50 5 i.'hD )..I A3:1 .Ei,--,,,F.Fi=V-1(s"to (.,Ii.('011,,i.li l.€t try,11.J tM . , .: :,‘ 2 :-‘ ).i::,-,171-0,--'-‘ ,-:, -, - ... ,, :.,-;.-...._ __-22- -,,_:::..:-:2-.:,- '. -_ , . . :. - . - .. , , - . _ . , . , - _ , 2 .- , ,__ , -_ 2. .., -,. -,_, ,..., .. ,:. . .. _. „ Global Business Development Consulting, Inc., provides first-class, professional services through a dedicated staff of skilled government relations personnel sit- uated to represent the interests of the City of Ocoee. Global Business Develop- ment Consulting, Inc. appreciates this opportunity to present the City of Ocoee with information about our experience in lobbying and government relation ser- vices. Global Business Development Consulting, Inc. (GBDC) provides a full range of services ranging from business growth, strategic planning, comparative analysis, municipal growth development planning, and government relations. GBDC provides these services to companies, emerging businesses, local governments, lending institutions, developers, exempt organizations, individual entrepreneurs from an office based in Ocoee, Florida. GBDC prides itself on high ethical standards, and is qualified to provide lobbying services for the City of Ocoee. Our staff has provided its clients with effective lobbying and government relation representation before different levels of gov- ernment including city, county, Congress and other interested parties; not in- cluding state government. GBDC client service approach provides the best overall service to the City of Ocoee. This personalized, practical approach allows our firm to utilize its knowl- edge, expertise and existing relationships to help the City of Ocoee obtain its legislative goals. Global Business Development Consulting, Inc. believes that this personalized approach allows us to provide to the City of Ocoee with: • Quality, personal lobbying representation and accountability • Maintain a flexibility to respond to any problems or issues quickly • Facilitate quick communication The formula for our success lies in the fact we have a personalized approach to our client. We work directly with our clients on a daily basis, supported by the firm's other staff and sub-consultants. Because of this hands-on approach, our client retention rate is significantly higher than our competitors. 3o1) 1 i\lk<s(loNA Breeze 1_.01)1) Ocoee, l l_ 5-}7(>t 107-274-5405 gg 42; >x�iP�F�f�si`'R�li,,sti,_''+�.i i,. o-�"xCN�$lS1i'g5� 4:E1�>Cd�.tkal�y,�iipr z� '. ifs yr • GBDC has the focus and drive to best represent the city of Ocoee. While our company is relatively small, and situated in close proximity to the city of Ocoee, our personalized team approach allows us to tailor a government relations strategy to fit the city's needs and desires. Randolph Bracy will lead the GBDC team for the City of Ocoee, and will be the City's primary point of contact. GBDC has assembled a team that has an understanding of the federal needs of a client like the City of Ocoee and is ready to implement a strategy to achieve the city's federal goals. Service: GBDC provides the human touch of a small entrepreneurial firm by as- signing specific principals and staff to each client. We encourage innovation and foster a dynamic working relationship with clients and staff. A central com- ponent of our approach is regular communication with our clients. Effective and timely communication between clients and the Federal government is a crucial part of our philosophy. We believe that without this communication, particularly in today's competitive environment, it is difficult to achieve success. Resources: GBDC can summon the skill and expertise of our entire staff on be- half of any client. The strength of our client relationships combined with our years of Legislative and Executive Branch experience make us a powerful advocate. GBDC staff has worked side by side with leaders in Congress, the White House and Federal agencies. Balance: From its inception, GBDC has worked to maintain a bipartisan balance. This commitment makes GBDC extremely effective today, when politics is more polarized than ever and political power fluctuates between parties. The GBDC staff is comprised of a roughly equal number of Democrats and Republicans. GBDC has strong ties across party lines and can find creative solutions to prob- lems. Skill: Federal budget constraints and fierce competition for financial assistance require knowledge and skill to navigate the legislative and regulatory processes. GBDC positions clients to take advantage of every opportunity in Washington, D.C. and ensure that your concerns and priorities are addressed. • 3604 Meadow Breeze Loop Ocoee. EL. 3-1701 r } ` +�€`�`4;,te b�:FdAS�1�(�,GRd C`9t6 �;�.� , .., � - � rt� • z]H Detail: We will begin our relationship with the City of Ocoee by thoroughly identi- fying your needs and priorities. We will facilitate discussions with the city's leaders to develop short-term and long-term legislative goals. We will evaluate the city's strengths and relationships to identify how best to attain the goals set. After all parties agree on how best to represent the city, GBDC pledges to keep the city abreast of developments, mutually revising plans as needed to reflect changes in Washington, D.C. Integrity: In today's political atmosphere, a company offering Washington, D.C. representation must be above reproach. GBDC and its affiliated sub consultants will always represent the city of Ocoee in a dignified and ethical manner. We strictly abide by the provisions of the Honest Leadership and Open Government Act of 2007, including prohibitions on gifts, meals and travel for elected officials and staff. Experience: Our backgrounds have prepared us to assist the city in the devel- opment of your Federal legislative platform. We have worked in environments focused on coalition building and negotiations with principal decision makers in government. This deliberation process has prepared us to effectively participate in the development and revision of the city's Federal legislative agenda. GBDC has experience representing the interest of companies in Washington, D.C. GBDC has assembled a team that has a great knowledge of the issues facing the city as well as experience working with the Florida Congressional Del- egation and relevant federal agencies. We are well-positioned to provide im- mediate advocacy for the Authority's most critical Federal legislative issues. Over the long term, GBDC will help the Authority define specific goals and ob- jectives, develop strategies to realize those objectives and undertake all the work necessary to achieve those goals. The City of Ocoee will have full access to all the professionals at GBDC, whose services can be called upon based on the City's needs. Below are biographies , and detailed resumes for all members of the team. 3 Breeze !_:oop (Ocoee. I I_: 3-17b1 t(t7 '7 E y IUD G 2 ,Ii}bcF,I'd33E:i23,tir,D6L' E t riff e4'ia`t' Ou'iu ftEr.t pr7.,fig'. _ .. . .. ..,.: .. _ i..!,,,,t,,,,,;,4,,,,,a.... .1„..v„. ....,.. . , , ,,___. .: „... . r,..:,,, , ,,=__=,,_--0.0„ .... .: ,.. :_, , ., _ • : , . _ . . . . x , , .. .. ,, ,, Randolph Bracy, Ill - Principal Randolph Bracy would be responsible to the City of Ocoee for its lobbying work and coordinating efforts of the Global Business Development Consulting, Inc. team. He would serve as the primary contact for the City of Ocoee and be re- sponsible for providing periodic updates and reports as requested by the City of Ocoee. Mr. Bracy is experienced in all aspects of dealing with public and private entities. He has successfully assisted several clients with appropriations matters and sub- stantive, proven expertise in government relations and growth planning matters. Mrs. Julie Gillespie, MPA - Consultant Julie Gillespie is a consultant for Global Business Development Consulting, Inc. based in Orlando. Mrs. Gillespie is familiar with government, local, state and federal policymaking as well as writing and executing grant contracts. The combination of talents and combined resources that Global Business Devel- opment Consulting, inc. proposed will provide to the City of Ocoee a good chance at achieving all lobbying and legislative goals for the upcoming years. Respondent's understanding of the scope of services and make a positive commitment to lobby on behalf of the City of Ocoee. Global Business Development Consulting, Inc. is a business development and government consulting firm with proven expertise in government relations and planning. A dedication to practical solutions is central to Global Business Devel- opment Consulting, Inc.'s client service approach. Clients value our ability to understand and satisfy the needs of all project stakeholders. Global Business Development Consulting, Inc.'s team is committed to delivering a quality service to the City of Ocoee. The firm will represent the City of Ocoee's interests in all discussions with members of Congress, Congressional staff, federal agencies, and other parties in the government process at the national and re- gional levels. The client service approach includes giving and collecting of in- formation and representing the City of Ocoee's viewpoint on matters of interest to the City of Ocoee and its citizens. 360-1 Ale: lei-- Breeze Loop Ocoee- l t 3 17n 1 f. 't;�t i.l a�7„Kj , �i E'{.:' "t '1' a4¢r z'34i 1413 R.PSC " F Global Business Development Consulting, Inc. will provide periodic reports on legislation and regulations that may impact the City of Ocoee. On occasion, it may be necessary to draft and/or present actual written and oral testimony in support of or in opposition to specific actions before Congress. I k • i B' ' e Lu�� )UCcc3416 3OONIL co\\ Iecr l U7-27 40S z 1;;��trsF E i[4t.3C'.+`, + !'k.'-I€. .bkzl ill 4-E::i`it8t3 t ("Not— 0 , 4.t., Section 2 -- Qualifications. Experience. References Randolph Bracy, Ill - Principal Global Business Development Consulting, Inc. 3604 Meadow Breeze Loop Ocoee, FL 3476 randolphbracy @yahoQ.com 407-274-5405 Mr. Randolph Bracy, Ill is a Democratic member of the Florida House of Repre- sentatives, representing the 45th District, which includes northern Orange County, since 2012. Mr. Bracy is experienced in all aspects of dealing with public entities. He has successfully assisted several clients with appropriations matters and sub- stantive, proven expertise in government relations and growth planning matters. Education: College of William and Mary Bachelor in Psychology, 1999 University of Central Florida Master in Business Administration, 2006 Master in Sport's Administration, 2006 Professigrlai Highlights: • Worked as the Director of Business Development at Workforce Advantage Academy, a charter school in Orange County. • In 2012, Bracy run for the newly created 45th District, which includes Apopka, Ocoee, and Winter Garden and has a minority-majority popula- tion. o As expected, Bracy defeated Oliveira in a landslide, receiving 69% of the vote, and was sworn into his first term in the Florida House of Representatives. • The Orlando Sentinel endorsed Bracy, praising his "real-world experience in building partnerships to entice businesses." • In 2014, Bracy was re-elected to his second term without opposition. ;bt1} \IL ldo\\ Breeze I OUh Ocooee. I.L --1761 }07-274-S4()5 b 9. r _ g z.v fit'•:. � �.," _.!. 'r i Mrs. Julie Gillespie, MPA Consultant Global Business Development Consulting, Inc. 3604 Meadow Breeze Loop Ocoee, FL 3476 randolphbracy @yahoo.com 407-274-5405 Julie Gillespie is a consultant for Global Business Development Consulting, Inc. based in Orlando. Mrs. Gillespie is familiar with government, local, state and federal policymaking as well as writing and executing grant contracts. Education: Our Lady of Elms College Bachelor in Legal Studies, 2002 Suffolk University Master in Public Administration, 2005 Master in Mental Health Counseling, 2005 Professional Highlights: • Worked for various non-profit, social service agencies in Massachusetts and in Orlando, to help secure government funding and understand poli- cy changes. • Assisted securing state and federal funds for multiple organizations and worked with cities and counties around funding and guideline procedures. • Built relationships with democrats and republicans for various organiza- tions. • Have secured over $20 million in federal funding for a non-profit, human service organization in Massachusetts. • Over 11 years of fundraising and grant proposal writing to secure funds from various sources, including HUD, Veterans Assistance, FEMA, CDBG, ESG, CCUSA funding, Housing Counseling, Homeless Assistance funds, mul- tiple corporate foundations (Publix, Darden, JP Morgan Chase, Bank of America, BB&T, and Florida Hospital) various private foundations, and from donor advised funds. • •3604 i\lea1k ' Breeze I-.00}) (tree FL 3='4701 <16J,01 F51tsCE4i:+: Development_4me€It_ (.S,i`.afli E`"s v.ael GBDC has extensive experience representing government agencies and joint powers authorities at the federal level, helping them navigate the legislative and regulatory processes. We have experience working with the Florida Con- gressional delegation and would be able to extend the city of Ocoee's reach to senior policymakers in Congress and the Executive Branch. The process for securing Federal funds has become increasingly competitive and subject to public scrutiny. GBDC continues to work with key legislators, committee staff, and Federal agency officials under the highest ethical stan- dards and professional conduct. We will help ensure that the city of Ocoee's funding requests are appropriately positioned in this process, maximizing the opportunity for funding and garnering the strong support of the Florida Congres- sional delegation. To be successful in today's environment, the city of Ocoee will need to take a multi-faceted approach to securing Federal funds through the legislative process as well as through Federal agency discretionary grants. Discretionary Grants: As you are probably aware, the House of Representatives has currently placed a moratorium on earmarks and the Senate has placed a one-year moratorium on earmarks in appropriations bills. GBDC is well-positioned to help the City of Ocoee navigate this new and changing environment in Washington, D.C. It will be increasingly important to work with the various Federal agencies to secure discretionary grant funding in order for the city of Ocoee to maximize funding opportunities in Washington, D.C. GBDC has extensive experience working with Executive Branch departments and agencies. We can help the City of Ocoee navigate through the policy, budgetary and legislative processes to secure grants. We will reach out to the Central Florida Congressional delegation to en- gage them at the appropriate time in support of your grant requests. Experience: Founded in 2013, GBDC specializes in securing significant federal appropria- tions via federal grants and line-item earmarks. The City's desire to pursue federal funding must be strategic. We have developed our experience by years working for members of Congress in the House and Senate. The breadth and depth of that experience makes us extremely effective on be- sioO4 Nieado\v Breeze:Loop }LO( - FL 347(61 407-.27d-5405 .......:::::. r b p I i Pti�i Pr.st �![.�Sv1f1 ��':':<1o.4t'.i�si i'���1:`.g�!f2 �t'�4'1�.4ef S��,�y;.R.3 hi.4.. 91,4A ("441 , � rz3� a _ � mx ,1 � a half of cities. Since our inception, every client of ours has either received funding or has achieved the goals set out at the beginning of a contractual agreement with our firm. M&H Group has retained our firm for a second year because they confident of success legislative strategies and funding requests. GBDC has worked with M&H Group on lobbying specifically. Mr. Bracy took them to meetings with top officials from the Department of Labor and personally took them to meet with many members of the Florida Con- gressional Delegation. GBDC set up meetings with other interested parties to meet their objectives and prepared proposals for M&H Group and put them in a good position with the Department of Labor to be a subcontractor with other vendors that contract with the Department of Labor. If you review our list of accomplishments, clients have achieved a rate of return of 8:1 -- or higher. We believe those results can match any firm in Washington D.C. GBDC worked with Walt Disney World, Universal Studios, and Gilchrist Enter- ( prises providing staffing services to these companies. GBDC conducted employment preparation classes, and on-going training once hired. GBDC also found potential employees/candidates for these companies. Based on our track record, work ethic, and ideals, we believe GBDC would be an ideal partner to help the city of Ocoee achieve its federal objectives. Thank you for your thoughtful consideration. GBDC has grown to become one of the leading marketing, communications, business development firms in the state of Florida serving non-profit organiza- tions, for-profit companies, and municipalities through government relations, di- rect response marketing, and business development consulting. The GBDC Company is located in the City of Ocoee. Since 2013, we have approached federal government on behalf of cities, and corporate clients. On behalf of the City of Ocoee, we will provide overall strategic guidance and help implement tactical follow through. Randolph Bracy and Julie will serve as the City's primary contacts. However, we also hire sub consultants to achieve tasks as needed. 3b0-1 1iteadow Breeze Loop Ocoee. H. 1470i 407-27-1-5405 • dgEk€9 i A)11 4Y3f 3d, ,..t■At. hrt iy 3 L � v ;ar Specifically, our team has worked extensively with: • Department of Agriculture (USDA) • Department of Education o Budget office o Office of Civil Rights o Office of General Counsel o Office of Legislation and Congressional Affairs o Office of Post-Secondary Education o Office of Safe and Drug Free Schools o Office of Vocational and Adult Education • Department of Health and Human Services (HHS) o Administration for Children and Families o Office of Legislative Affairs • Department of Homeland Security o Office of the secretary • Department of Housing and Urban Development (HUD) • o Office of the Secretary o Office of the Deputy Secretary o Office of Community Planning and Development o Office of Congressional and Intergovernmental Relations o Office of Public and Indian Housing • Department of Indian Affairs o Bureau of Indian Affairs • Department of Justice o Office of Justice Programs o Office of Juvenile Justice and Delinquency prevention • Department of Transportation o Federal Aviation Administration o Federal Railroad Administration 300 4 i\ iti.1(»A Breeze Loop Ocoee. Fl. -1701 107---)74-S405 ,'� +; € APR" edB, . R5 x x. o Office of Governmental Affairs • The White House o Office of Faith Based and Community Initiatives o Office of Legislative Affairs GBDC has been working in the government sector since 2012, and has a clear understanding of how the legislative and executive branches and lobbying ef- forts and government relation services. Global Business Development Consult- ing, Inc. has or previously had the following clients,just to name a few: • Bags, Inc. • Bill Segal Campaign • Charlie Crist Campaign • Walt Disney World • Gilchrist McDonalds • M&HGroup, LLC • Publix • Rosen Hotels • Sea World Orlando • Universal Studios Orlando • Winn Dixie • Workforce Advantage Academy We continually seek to build and maintain strong relationships with members of the House, Senate, and Cabinet, as well as CEOs of local and regional organiza- tions. These relationships are cultivated and stewarded are the foundation for successful lobbying. We strive to be the most Influential and consistent advocate on behalf of our clients; thus leveraging our relationships to help accomplish our client's goals. Global Business Development Consulting, Inc. can serve as an effective lobby- ing advocate for the City of Ocoee. Our experience with implementing public policy, obtaining funding for projects and initiatives, and advocating for our clients makes us uniquely suited to serve the City of Ocoee in this capacity. 36U ! 14ea-°'' Free/L Loop Ocoee_ l 1 34701 lU7 ''~r 4 5 lQ5 i 2F.P?k EEZ F,.E`:ti t. .,'E Ie,_aFa�..k.'#�€,z titict? t¢9112', ,r z .• . 1T)1J Throughout the past few years Global Business Development Consulting, Inc. has achieved the following lobbying successes: References M&H Group Edumatics Carl Merrell 4071620-2561 Kietta Mayweather CEO Ken Hartsaw 407-808-5616 (407) 656-0661 Pat Higgs 321-676-3229 Trinity Eco Energy Solutions Gilchrist Enterprises Kevin Davis CEO (407) 428-0961 407-844-2769 aG041 �th � Breee Loop C coec I 3-1761 • IU 5IU> 7 ^'ICI s( 6 p .. '..._` :... ... �;Sa�c 3t:� 1 A t `.%;��kfi3L'£$f.6..iiF Y;it![L �. " [i C, i� 3 '0 — t� . . .I. • , • n• - h a t • � . . •a 1 • t • Re .• • r .e i- derstanding of the Scope of Services Scope of Work: Washington, D.C. has seen significant changes in advocacy in recent years. Se- curing Federal funding now requires an understanding of the new environment and an ability to work with both the Congress and Federal agencies. Your Fed- eral advocates need to understand every aspect of working with your Congres- sional delegation, the leadership of congressional committees, and Federal agency staff. They need to have the ability to access a Senator's office, under- stand program requirements, prepare detailed legislative submissions, and un- derstand how policy proposals will affect the city of Ocoee. For these reasons, securing the Federal resources needed to advance the city of Ocoee's priorities will require vigilance, expertise, and a coordinated and sustained effort. GBDC has the expertise needed to succeed in this new environment. Additionally, GBDC has the capacity to handle all aspects of the scope of work outlined in the city of Ocoee's Request for Proposal for Consultant for lobbying Services. Outlined below is the approach that GBDC will take in assisting the city of Ocoee to secure Federal funding, achieve policy initiatives and monitor regula- tory changes. Strategic Intelligence: We will be city of Ocoee's "eyes and ears" in Washington, D.C., providing timely information on all legislative and budgetary issues of concern. We would pro- vide up-to-the-minute information and analysis to city of Ocoee officials on a wide array of issues. We recognize and define short and long-term funding trends well before they become apparent and identify the intersection of the city of Ocoee's priorities and Federal opportunities. We will work with the Florida Congressional Delegation and their staff, key authorizing committees, and offi- cials at the Federal departments and agencies to emphasize your budget and policy priorities, and in that context, help shape your legislative strategy. Identifying Strategic Partnerships: GBDC will work with the city of Ocoee to build and communicate local grass roots support for each project to demonstrate local needs and benefits. GBDC will work with local partners to communicate their support of the city of Ocoee's priorities to the Florida Congressional Delegation. GBDC recommends that local 300 I Meado\\ Breeze I.oc$p Ocoee_ I.].3 1701 r EU7 �7 E }-IUS Opip , _ ,."s M 7 fPflj Z partners visit with Members of Congress in their Washington, D.C. and district of- fices to advocate for the city of Ocoee's legislative priorities. Washington, D.C. Advocacy Trips: GBDC recommends that city of Ocoee officials visit Washington, D.C. to meet with your Congressional delegation and relevant Federal agencies to advocate for the city of Ocoee's legislative priorities. In preparation for these visits, GBDC will develop a list of potential Congressional and agency meetings in consulta- tion with the city of Ocoee. Additionally, GBDC will help city of Ocoee officials prepare all necessary materials for meetings including white papers, talking points and handouts. GBDC has extensive experience preparing these docu- ments for corporate clients. Every aspect of preparing for and conducting your visits to Washington, D.C. will be attended to by GBDC's senior staff. GBDC will schedule and attend these meetings with city of Ocoee Board Members and staff, ensuring that the right message is delivered and appropriate follow-up is conducted in the ensuing weeks. GBDC's conference facilities (that we contract with other firms) are available and will provide city of Ocoee officials with an additional resource that may prove useful for Congressional staff briefings and other strategic events. We have the space to accommodate the Board Members and staff during your vis- its to Washington, D.C. Liaison with Congressional Offices: GBDC will establish day-to-day contact with the Senators Bill Nelson and Marco Rubio, as well as Representatives Alan Grayson, John Mica, Dan Webster and Corrine Brown. We will provide liaison services as needed to the congressional committees to implement the city of Ocoee's legislative strategy. We will also reach out to other congressional offices in the state of Florida on issues of re- gional significance such as transportation, water resources, and economic de- velopment. Liaison with the Executive Branch: GBDC's principals have extensive experience working with Executive Branch departments and agencies, having either worked at them in senior staff posi- tions or know how to hel• clients resolve issues within those a•encies. We know 1 3604 Me:11(10\Y BReca: Loop ()coce. FL ')47b1 ::_ ,:::;.: 407-274-5405 (1)b l I t.t eFgi`4!,Q lt`AcioFaSFfiE`€?l Cd`rwmkiktSf,1,1 � Y -� F 5r �, .. t .._ J-E r how to help the city of Ocoee navigate the policy, budgetary, and legislative processes to secure grants and address changes in regulations. We have worked issues from the lowest level of an agency to the cabinet Secretary and through the Office of Management and Budget and the White House. Our team is prepared to help the city of Ocoee successfully meet any issue before the Ex- ecutive Branch. Technical Assistance: GBDC will aid In the technical aspects of the legislative and regulatory process. We will assist the city of Ocoee in drafting legislation as needed and analyzing relevant Federal proposals, writing articles for publication, and preparing brief- ings and updates for dissemination to city of Ocoee officials. Creating New Funding Sources: GBDC would examine th e authorizing p rocess to create and expand and funding , n opportunities for the city of Ocoee. We have extensive experience working with major laws impacting local governmental agencies. Similarly, GBDC monitors funding opportunities across the Federal government and will notify city of Ocoee officials when appropriate. We would work with city of Ocoee officials to build upon existing relations within the Federal agencies, and to provide input on upcoming grant opportunities and new policy initiatives. New Opportunities and Crisis Management: GBDC would monitor the daily events in Washington, D.C. that may affect the city of Ocoee's legislative efforts. GBDC prides itself on an ability to identify op- portunities and changing circumstances in advance to position our clients for success. In Washington, D.C., time is of the essence. It is important to be able to identify a potential or genuine problem and provide a solution quickly. In short, we help you develop a "SWAT team" capability in your arsenal to respond to emerging challenges and opportunities. Communication: Communication is critical to the success of any relationship. Through the course of our work experience, we have found that it is not uncommon to spend as much as half of our time communicating with the client, and the other half de- voted to communicating your agenda to Federal officials. GBDC prides itself on ensuring that the client has the most up-to-date information available. From the 3604 Nloitdo�v Bi eze 1 001) Ocoee. { I.3 17()1 , . ..,....:. .. �iU7-27-1 5�:-4U5 • w Global Business Devel opine 1t ,, • } outset, we would work closely with city of Ocoee officials to establish open lines of communication. GBDC is committed to preparing and submitting monthly reports on activities and meetings, as well as time-sensitive reports on Federal activities that affect each part of this process. This will include regular summaries of Congressional hearings, committee meetings, floor debates, regulatory actions, budgetary proposals, and third party analysis of issues of concern. Further, we are prepared to coordinate calls and meetings with local officials to ensure shared informa- tion and that there is a coordinated strategy. Additionally, GBDC is committed to meeting with to the city of Ocoee regularly to meet with Board Members and staff to provide updates on activities in Wash- ington, D.C. as well as the status of projects, legislation and regulations of inter- est to the city of Ocoee. To help ensure a successful relationship, we propose a client service approach ( that includes ongoing communication with the City of Ocoee personnel and at- tendance at appropriate meetings of the City of Ocoee leadership and any other meetingspertaining to its legislative priorities. The primary tasks assigned by the City of Ocoee will necessarily involve extensive contact with legislator's staff, as well as executive branch personnel. Immediately after being retained by the City of Ocoee, our approach would be to identify and assess key procedural steps needed to accomplish the City of Ocoee's goals pertaining s to have specific establishedt maintain would policy� t ntain laes Once the procedural steps of communication with key committee members, staff and others to identify and overcome obstacles- procedural or substantive- to the City of Ocoee's priori- ties. We will provide formal and informal input via committee testimony to sup- port the City of Ocoee's legislative objectives, and overcome opposition to those objectives. As conference committees are established on appropriations items, we would work to gain and protect any favorable funding positions, and increase any un-funded priorities. Finally, we would initiate and respond to ex- ecutive branch inquiries regarding legislative and appropriations matters to en- courage support for the City of Ocoee's priorities. 3atU4 Meadow Breeze Loop Ocoee. FL, 31701 Gil eteifIBu.s'uessDevelOili1I(;%ii f.ibu,-s.3i mmt' t€3L. - n i 4 4�' , II:c-:.1:5`,---A. = 0 ' - b ' - 0 ti Government Relations Experience: Global Business Development Consulting, Inc. advocates for the client's legisla- tive and regulatory Interests everywhere we do business. Since its inception, Global Business Development Consulting, Inc. has worked to advance policy- makers' understanding of the issues that affect our industries, while simultaneous- ly providing officials from local governments to Washington D.C. our expertise in areas that are of key Importance to the public sector. As the business environ- ment evolves through regulation and legislative reforms, Global Business Devel- opment Consulting, Inc. team will continue to engage lawmakers on issues that are of importance to our clients. 3604:Meadow Breeze Loop (}cc>c I,L T i'7o I = 407-'74-'5-40s '::>:: I y,-. ,_sI� Y lLLt+ 1 1 L:.. <...:... . .... . .. . . . . :.. . . ..:..:..... c: ...... IoLr�1:13iisinessl3.evelc ��xentCo..s ... +.... .:::.: :;..: ` <:: ..;:;�,':''' ' '::.:`.::;;.::: : v-,_ I, , . . ,rG x, s N •w:3�, ' :s, ,ems . . , _, , , . Jam m i i • Section 4- Service Rates DELIVERABLES • Global Business Development Consulting, Inc. will formulate a strategy for grant funding and lobbying initiatives for the City of Ocoee. • Global Business Development Consulting, Inc. will spearhead and moni- tor activities directly relating to the lobbying strategy for the City of Ocoee, to include: meetings, planning sessions, grant funding, trips to Washington D.C. and follow up activities. • Global Business Development Consulting, Inc. will research and perform activities for the City of Ocoee to meet other governmental agencies and legislators regarding the City of Ocoee initiatives and business de- velopment plans. • Global Business Development Consulting, Inc. will provide a detailed grant funding calendar for applying and tracking funding opportunities. ( . HOURS AND RATE Thirty-five (35) hours projects per 30 day cycle. Monthly rate: $2,500.00 • Reimbursable cost outline: Copier reproduction $.25 per copy (black & white) Fax (sending) $1.00 per page Fax (receiving) $.75 per page Mileage - IRS standard rate $.54 per mile Postage Actual postage TERMS i 3601 Meadow Breeze Loop OL0IL } 1.34761 7 } 5405 U �7 (Moho' tic nc. it Consulting,inc. 5}� 1. Monthly retainer payment due every month and continues until cancel- lation with an annual review. 2. Cancellation requires thirty (30) day notice by either party. 3. Neither projects nor hours roll over from month to month. 4. Additional hours billed at $60.00 and must have prior approval by client. Section 5 - Other Required Content 1) Forms submitted with proposal a. Price Proposal Form b. Company information/Signature Sheet 2) Acknowledgement of Addenda 3(101 `tcadox% 13reczc I_.00�� f 1co FL 4O7-271-5<103 Tolbert, Joyce From: Randolph Bracy <randolphbracy @yahoo.com> Sent: Wednesday, February 03, 2016 1:03 PM To: Tolbert,Joyce Subject: Re: Clarification for Proposal for City of Ocoee RFP#16-001 Federal Lobbyist Services I would like to clarify that the proposal form I submitted is such that I will not bill for any additional hours as expressed in the Proposal page 18. Any language in the proposal that states I will bill for additional hours was a misstatement. Randolph Bracy Sent from my iPhone On Feb 3, 2016, at 12:36 PM,Tolbert,Joyce<jtolbert@ci.ocoee.fl.us>wrote: Mr. Bracy, I had also left you a voicemail to clarify the Price Proposal Form page 18 No. 2 Hourly Rate that was left blank. Section 4 of your proposal lists reimbursables and an additional hourly charge of$60.00 for hours beyond the 35 hours/monthly included. Please advise whether we should refer to Section 4 for the Price Proposal Form No. 2 Hourly Rate for Additional Services. Thank you. Joyce 7TCbert, CPPB Purchasing Agent O( OPf rk.Rt.e Finance Department 150 N Lakeshore Dr. Ocoee, FL 34761 IN 407-905-3100 9-1516 A 407-905-3194 http://www.ocoee.org/323/Purchasing Go Green:Please consider the environment before printing this email. PLEASE NOTE:Florida has a very broad public record law.Most written communications to or from City officials regarding City business are public records,available to the public and media upon request.Under Florida law,e-mail addresses are public records. 1 EXHIBIT"B" PRICE PROPOSAL FORM RFP 16-001 FEDERAL LOBBYIST SERVICES 1. Annual Lump Sum not-to-exceed Maximum Amount: $ 1)0t o0D 3(� ©O 0 dollars and 0 cents 2. Hourly Rate for Additional Services(i.e.Travel&Related Expenses): dollars and cents Attach additional sheets if necessary. yy neS5rDeArelorrst..4 CS:hrJ C-, Company Name U 0.41olot �0.G (LED) Authorized cer(print) .� i JJJ P. Au horized 'gnature / I . Date RFP16-001 Federal Lobbyist Services 18 RFP #16-001 COMPANY INFORMATIOWSIGNATURE SHEET FAILURE TO COMPLY WITH THE RFP INSTRUCTIONS WILL RESULT IN DISQUALIFICATION OF YOUR PROPOSAL. PLEASE SIGN BELOW ATTESTING THAT YOU HAVE READ AND UNDERSTAND ALL RFP INSTRUCTIONS AND THAT YOU UNDERSTAND THAT THE SUCCESSFUL RESPONDENT WILL BE REQUIRED TO ENTER INTO A LEGALLY BINDING CONTRACT WITH THE CITY OF OCOEE. 4�`Ob� �0Stel e_ss 114elop \- 407 27W -( 40c) COMPANY NAME Co r-,J t V t n" i.,,, TELEPHONE(INCLUDE AREA CODE) FAX (INCLUDE AREA CODE) Tr—ctr\Jo E-MAIL AD SS J J /� • ; ����,/ IF REMITTANCE ADDRESS IS DIFFERENT A 0' E r S,'NAr RE(manual) FROM PURCHASE ORDER ADDRESS, PLEASE INDICATE BELOW: , • f 4 L # Pt _ li NAME/TITLE 'LEASE P' I rne..6E ow 3(e(.2- Loo ace—Y-1'ADDRESS Ocoee ft ?> 17C1 CITY STATE ZIP FEDERAL ID# — O 0 0 Individual Corporation Partnership Other(Specify) Sworn to and subscribed before me this 1' )' day of„Tort(A-al ,20 f.G0 Personally Known or Produced Identification r t t>L Notary Public-State of 'nJridca) (Type of Identification) • ty of I)`(T.114 'f!/9CI 61Ai0N tulle• . �btl PaWo6 yo"a.. 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Mayor Commissioners Rusty Johnson John Grogan,District 1 Rosemary Wilson,District 2 City Manager % Angel de 1a Portillo,District 3 Robert Frank Joel F.Keller,District 4 ocoee florid() CITY OF OCOEE REQUEST FOR PROPOSALS RFP #16-001 FEDERAL LOBBYIST SERVICES City of Ocoee• 150 N Lakeshore Drive•Ocoee,Florida 34761 phone:(407)905-3100•fax:(407)905-3194 •www.ocoee.org t� rte. <, r- s,. ti„�i�� -, rr°3" CfF'y"m,v s"� a.d.3y.,r�{ r�yr_�� �a�e ���' ;y" �"5 � a t. �t� � -kt�'-,.fir Vy „ ,1ae •0 " � 3 e -. e i ate,,, ,a-K...-. r1j ,,,,F .73.4 mss--{ "'.c _ ., _ Dv.: , �" d5,q .tog ..c,-- t-- .- a-A,1 ..0 r..�=, ." ^✓- "-1r'-+°I a:-�.. RFP DOCUMENTS Section Pane Legal Advertisement 3 Proposal Instructions 4-6 General Terms &Conditions 7 - 16 Summary of Litigation*, p. 14 Acknowledgement of Addenda*, p.14 SCOPE OF SERVICES, PROPOSAL FORM Section Pace Exhibit A—Scope of Services 17 Exhibit B— Price Proposal Form* 18 ( t Company Information/Signature Sheet* 19 *Submit with Proposal • End Table of Contents { 2 RFP16-001 Federal Lobbyist Services Request for Proposals, Legal Advertisement The City of Ocoee, Florida (City) is soliciting sealed proposals for RFP #16-001 FEDERAL LOBBYIST SERVICES. Proposals will be received at the office of Joyce Tolbert, CPPB, Purchasing Agent, Finance Department/Purchasing, Second Floor, 150 North Lakeshore Drive, Ocoee,Florida 34761 until 2:00 pm,local time, on January 19,2016. Proposals received after that time will not be accepted under any circumstances. Sealed proposals that have been timely received will be publicly opened and the names of the responding firms read aloud at that time. No Pre- proposal conference is scheduled at this time. Prospective respondents may secure a copy of the documents required for submitting a proposal through Onvia/Demandstar by accessing the City's website at http://www.ocoee.org under the `Businesses/Working with the City" section. Partial sets of the documents required for submitting a proposal will not be issued. By using Onvia/Demandstar, prospective respondents will be provided with all information regarding this RFP and addenda and changes to the project requirements. Membership with Onvia/Demandstar is not required to submit a proposal; fees may apply for non-members. Persons other than prospective Respondents may inspect the documents required for submitting a proposal at the Ocoee City Hall City Clerk's Office, 150 N. Lakeshore Drive, Ocoee, FL 34761. Persons inspecting the documents at the City Clerk's office that request copies will be required to pay a fee, as prescribed by statute. Beth Eikenberry, City Clerk, Orlando Sentinel,December 20,2015. RFP16-001 Federal Lobbyist Services 3 CITY OF OCOEE REQUEST FOR PROPOSALS (RFP)#16-001 FEDERAL LOBBYIST SERVICES A. Sealed proposals for RFP #16-001 will be received by the City of Ocoee, hereinafter called "City,"from any person, firm, corporation, or agency, hereinafter called "Respondent", "Firm", or "Consultant," submitting a proposal for the services being solicited. Each Respondent shall furnish the information required on the proposal form supplied and each accompanying sheet thereof on which an entry is made. Proposals submitted on any other format shall be disqualified. Proposals must be typewritten or handwritten using ink; do not use pencil. Proposal documents must be submitted under the signature of a legally responsible representative, officer, or employee and should be properly witnessed and attested. All proposals should also include the name and business address of any person, firm, or corporation interested in the proposal, either as a principal, member of the firm, or general partner. If the Respondent is a corporation, the proposal should include the name and business address of each officer, director, and holder of 10% or more of the stock of such corporation. B. Any questions or concerns regarding this RFP should be addressed in writinc to the Finance Department/Purchasing, City of Ocoee, FL, Attention: Joyce Tolbert, Purchasing Agent (407) 905-3100, extension 1516 and email jtolbert aaci.ocoee.fl.us, and must be received not later than January 12, 2016, at 2:00 p.m. in order to receive an answer. Any clarifications/changes will be only through written addenda issued by the Purchasing Agent Respondents should not contact City staff, with the exception of the Purchasing Agent, or other City consultants for information regarding this RFP before the proposal award date. Any contact with any other member of the City Staff, City Commission, or its agents during the solicitation, award, and protest period may be grounds for disqualification. C. Proposals must describe the qualifications of the firm planning to provide services. The proposal shall be presented as one (1) original and three (3) copies. The entire proposal package shall be received by the Finance Department/Purchasing not later than 2:00 P.M., local time, on January 19, 2016. Proposals received by the Finance Department/Purchasing after the time and date specified will not be considered, but will be returned unopened. "Postage Due" items will not be accepted. Proposals or any information transmitted by fax or e-mail will not be accepted. Proposals shall be delivered in a single sealed envelope/package, clearly marked with the RFP number, title, and closing date and time, to: City of Ocoee Finance Department/Purchasing Attention: Joyce Tolbert,CPPB, Purchasing Agent 150 N. Lakeshore Drive Ocoee, FL 34761-2258 D. No Pre-bid conference is scheduled at this time. E. Proposals will be reviewed by an evaluation committee appointed by the City Manager and will be ranked in accordance with the established evaluation criteria. Date, time, and location of any scheduled evaluation committee meeting(s) for this RFP will be noticed publicly and on Demandstar. The evaluation committee shall supply a ranked list of the proposing firms and a recommendation regarding which firm should be awarded the term contract by the City Commission. The City Commission's decision to endorse or modify the ranking by staff shall RFP16-001 Federal Lobbyist Services 4 be fI Please Commission meetings dl meetings and that all documents submitted to the City as a part of a proposal constitute public records under Florida law. F. AU Respondents shall thoroughly examine and become familiar with this RFP package and carefully note the items specifically required for submission of a complete proposal. G. Submission of a proposal shall constitute an acknowledgment that the Respondent has complied with the instructions of this RFP. The failure or neglect of a Respondent to receive or examine a document shall in no way relieve it from any obligations under its proposal or the contract. No claim for additional compensation will be allowed based upon a lack of knowledge or understanding of any of the contract documents or the scope of services. Proposals shall be in compliance with the contract documents and scope of services. All costs to prepare and submit proposals shall be the responsibility of the Respondent and the City shall make no reimbursement of any kind. H. Any response by the City to a request for information or correction will be made in the form of a written addendum, which will be distributed via Demandstar. It shall be the responsibility of each Respondent to obtain a copy of all issued Addenda. The City reserves the right to issue Addenda concerning the date and time when proposal acceptance shall close at any time up to the date and time set for proposal closing. In this case, proposals that have been received by the City prior to such an addendum being issued will be returned to the Respondent, if requested, unopened. In case any Respondent fails to acknowledge receipt of any such Addendum in the space provided in the RFP documents, its proposal will nevertheless be construed as though the Addendum had been received and acknowledged. Submission of a proposal will constitute acknowledgment of the receipt of the RFP Documents and all Addenda. Only interpretations or corrections provided by written Addenda shall be binding on the City. Respondents are cautioned that any other source by which a Respondent receives information concerning, explaining, or interpreting the RFP Documents shall not bind the City. I. Any of the following causes may be considered sufficient for the disqualification and rejection of a proposal: a) Submission of more than one (1) proposal for the same work by an individual, firm, partnership, or corporation under the same or different name. For purposes of this subparagraph, firms, partnerships, or corporations under common control may be considered to be the same entity; b) Evidence of collusion between or among the Respondents; c) Being in arrears on any existing contracts with the City or in litigation with the City, or having defaulted on a previous contract with the City; d) Poor, defective, or otherwise unsatisfactory performance of work for the City or any other party on prior projects that, in the City's judgment and sole discretion, raises doubts as to the Respondent's ability to properly perform the services; or e) Any other cause that, in the City's judgment and sole discretion, is sufficient to justify disqualification of Respondent or the rejection of its proposal. J. CONVICTED VENDOR LIST (PUBLIC ENTITY CRIME). A person or affiliate who has been placed on the convicted vendor list following a conviction for a public entity crime may not submit a proposal on an award to provide any goods or services to a public entity, may not submit a proposal on an award with a public entity for the construction or repair of a public building or public work, may not submit proposals on leases of real property to a public entity, �. RFP18-001 Federal Lobbyist Services 5 may not be awarded or perform work as a Contractor, Supplier, Subcontractor, or Consultant under an award with any public entity, and may not transact business with any public entity in excess of the threshold amount provided in section 287.017 for Category Two for a period of 36 months from the date of being placed on the convicted vendor list. [See Florida Statute 287.133 (2) (a).) K. FLORIDA PUBLIC RECORDS LAW. In accordance with Chapter 119 of the Florida Statutes, and, except as may be provided by Chapter 119 of the Florida Statutes and other applicable State and Federal Laws, all Respondents should be aware that the proposal and the responses thereto are in the public domain and are available for public inspection. Respondents are requested, however, to identify specifically any information contained in their proposal that they consider confidential and/or proprietary and which they believe to be exempt from disclosure, citing specifically the applicable exempting law. All proposals received in response to this request for proposals become the property of the City of Ocoee and will not be returned. In the event of an award, all documentation produced as part of the contract will become the exclusive property of the City. L. ACCEPTANCE AND AWARD. No proposal may be withdrawn and all proposed prices shall remain firm for a period of ninety (90) days after the time and date scheduled for the proposal deadline. A request for withdrawal or modividation of a proposal may be submitted to the Purchasing Agent, in writing, at any time prior to the deadline for submitting bids. After expiration of the deadline for receiving bids, no bid may be withdrawn or modified. The City reserves the right to accept or reject any or all proposals, to waive formalities, technicalities or irregularities, to request clarification of information submitted in any proposal, or to re-advertise for new proposals. The City may accept any item or group of items of any proposal, unless the Respondent qualifies its proposal by specific limitations. The City may accept one or more proposals if, in the City's discretion, the City determines that it is in the City's best interest to do so. The City reserves the right to award the contract to the Respondent(s) which, In the City's sole discretion, is (are)the most responsive and responsible. The City reserves the right, as an aid in determining which proposals are responsible, to require a Respondent to submit such additional evidence of Respondent's qualifications as the City may deem necessary, and may consider any evidence available to the City of the financial, technical, and other qualifications and abilities of a Respondent, including past performance hr with City City the final authority in teselectonof any adapr posals fforacceptance and award. (Remainder of page left blank intentionally) RFP16-001 Federal Lobbyist Services 6 RFP#16-001 GENERAL TERMS &CONDITIONS: 1. BID SECURITY: None Required. 2. PERFORMANCE BOND: None Required. 3. PATENT INDEMNITY: Except as otherwise provided, the successful Respondent agrees to indemnify the City and its officers, agents, and employees against liability, including costs and expenses, for infringement upon any letters patent of the United States arising out of the performance of this contract. Further, the Respondent shall fully indemnify, defend, and hold harmless the City and its officers, agents, and employees from any suits, actions, damages, and costs of every name and description, including attorneys' fees, arising from or relating to violation or infringement of a trademark, copyright, patent, trade secret, unpatented invention, or intellectual property right. If the Respondent uses any design, device, or materials covered by letters, patent, or copyright, it is mutually agreed and understood without exception that the proposal price shall include all royalties or cost arising from the use of such design, device, or materials. 4. PRICING: Pricing should be provided as indicated on the Proposal Form attached as Exhibit B. Cost of preparation of a response to this RFP is solely that of the Respondent and the City assumes no responsibility for such costs incurred by the Respondent. The Proposal Form may not be completed in pencil. All entries on the Proposal Form shall be legible. The City reserves the right, but does not assume the obligation, to ask a Respondent to clarify an illegible entry on the Proposal Form. If the Proposal Form requires that the proposed price, or constituent portions of the proposed price, be stated in unit prices and total price; the unit prices and the total price for the stated number of units identified on the Proposal Form should be provided by the Respondent and be correctly computed. If there is an arithmetical conflict between the unit price stated by the Respondent on the Proposal Form and the total price stated by the Respondent on the Proposal Form, the unit price stated by the Respondent on the Proposal Form shall take precedence. The City may unilaterally correct such arithmetical conflict on the Proposal Form to calculate the total price, utilizing the unit prices that have been identified by the Respondent. The taking of such action by the City shall not constitute grounds for the Respondent to withdraw its proposal nor shall it provide a defense constituting discharge of the proposal bond. The City reserves the right, but does not assume the obligation, to waive any mistake, omission, error, or other irregularity that may appear on the Proposal Form. However, the City reserves the right to reject Proposal Forms that are incomplete or contain information that is not required as being non-responsive. • RFP16-001 Federal Lobbyist Services 7 a) The prices have been arrived at independently, without consultation, communication, or agreement for the purpose of restriction competition, as to any matter relating to such prices with any other Respondent or with any competitor; b) Unless otherwise required by law, the prices which have been quoted in this proposal have not been knowingly disclosed by the Respondent and will not knowingly be disclosed by the Respondent prior to opening, directly or indirectly to any other Respondent or to any competitor; c) No attempt has been made or will be made by the Respondent to induce any other person or firm to submit or not to submit a proposal for the purpose of restricting competition. Every contract, combination or conspiracy in restraint of trade or commerce in this State is unlawful (s. 542.18, Florida Statutes, and all applicable federal regulations); d) Respondent warrants the prices set forth herein do not exceed.the prices charged by the Respondent under a contract with the State of Florida Purchasing Division; and e) Respondent agrees that supplies/services furnished under this proposal, if awarded, shall be covered by the most favorable commercial warranties the Respondent gives to any customer for such supplies/services and that rights and remedies provided herein are in addition to and do not limit any rights offered to the City by any other provision of the proposal award. f) The Respondent represents that the article(s)to be furnished under this RFP is (are) new and unused (unless specifically so stated) and that the quality has not deteriorated so as to impair its usefulness. 5. AWARD CRITERIA: The contract will be recommended to be awarded in accordance to the Evaluation Criteria contained in this RFP. 6. BID PROTESTS: All Bid Protests shall be submitted to the Purchasing Agent in the following manner: a) A Respondent shall f1 written acknowledged.proposal protest under this Article or be barred any relief; oral protests shall not b) A bid protest shall be limited to the following grounds: (a) issues arising from the procurement provisions of the RFP, its addenda, and other proposal documents; and/or (b) applicable federal, state, or local law. No bid protest may be based upon questions shall clarify the design u concerning(drawings design documents if any. the The prior to shall clarify all questions submitting its proposal. c) The content of the bid protest shall fully state the factual and legal grounds for the protest and the legal basis for the relief requested. d) The bid protest shall be filed with the Purchasing Agent not later than three (3) calendar days after the posting of the notice of intent to award or recommendation of award by staff, whichever is earlier. e) The Purchasing Agent, on behalf of the City, shall make a determination of the merits of the protest not later than five (5) business days after receipt of the protest. If Owner denies the protest, Owner may proceed with award of the contract unless enjoined by order of a court of competent jurisdiction. 8 RFP18-001 Federal Lobbyist Services 7. PAYMENT TERMS: tr a) No payment will be made for materials ordered without proper purchase order authorization or City of Ocoee Visa Purchasing Card. Payment cannot be made until materials, goods, or services have been received and accepted by the City in the quality and quantity ordered. Purchase Order terms are Net 30 days after receipt of approved invoice. b) Any contract resulting from this solicitation is deemed effective only to the extent of appropriations available for the work. c) The City of Ocoee, Florida has Florida Sales & Use Tax Exemption Certificate No. 85- 8013779974C-0; and, pursuant to Chapter 212, Florida Statutes, is exempt from federal excise, state, and local sales taxes. 8. DRUG-FREE WORKPLACE: If applicable, provide a statement concerning the Respondent's status as a Drug-Free Work Place or evidence of an implemented drug-free workplace program. 9. CONTRACT: a) The successful Respondent, herein also referred to as Consultant, will be required to enter into a contract with the City for an initial three (3) years, with two (2), one (1) year automatic renewal options, unless terminated by the City upon the issuance of written notice by the City to the Contractor provided not later than thirty (30) days prior to any anniversary date. Each term is renewable with the condition that the City's obligation to pay under this Agreement for each year is contingent upon the City in its good faith judgment having sufficient funds to make an annual appropriation for the work to be provided under this agreement. b) The City may, in its sole discretion, award any additional services, whether in the existing areas of the scope of work or in any area additional to those in the existing scope of work, to any third party or the City's own employees. 10. CERTIFICATION OF NON-SEGREGATED FACILITIES a) Respondent certifies that it does not and will not maintain or provide any segregated facilities for the Respondent's employees at any of the Respondent's establishments, and that Respondent does not permit Respondent's employees to perform their services at any location under the Respondent's control where segregated facilities are maintained. Respondent agrees that a breach of this certification will be a violation of the Equal Opportunity clause in any contract resulting from acceptance of its Proposal. As used in this certification, the term "segregated facilities" means any waiting room, work areas, time clocks, locker rooms, other storage and dressing areas, parking lots, or drinking facilities provided for employees that are segregated on the basis of race, color, religion, national origin, habit, local custom, or otherwise. Respondent agrees that (except where Respondent has obtained identical certification from proposed contractors for specific time periods) Respondent will obtain identical certifications from proposed subcontractors prior to the award of such contracts exceeding $10,000 that are not exempt from the provisions of the Equal Opportunity clause, and that Respondent will retain such certifications in Respondent's files. b) The non-discriminatory guidelines as promulgated in. Section 202, Executive Order �, RFP16-001 Federal Lobbyist Services 9 11246, and as amended by Executive Order 11375 and as amended, relative to Equal Opportunity for all persons and implementations of rules and regulations prescribed by the U.S. Secretary of labor, are incorporated herein. 11. STATEMENT OF AFFIRMATION AND INTENT: a) Respondent declares that the only persons or parties interested in their proposal are those named herein, that this proposal is, in all respects, fair and without fraud and that it is made without collusion with any other vendor or official of the City of Ocoee. Neither the Affiant nor the above-named entity has directly or indirectly entered into any agreement, participated in any collusion, or otherwise taken any action in restraint of free competitive pricing in connection with the entity's submittal for the above project. This statement restricts the discussion of pricing data until the completion of negotiations and execution of a contract for the described services. b) Respondent certifies that no City Commissioner, other City Official, or City employee directly or indirectly owns assets or capital stock of the Responding entity, nor will directly or indirectly benefit by the profits or emoluments of this proposal. (For purposes of this paragraph, indirect ownership or benefit does not include ownership or benefit by a spouse or minor child.) c) Respondent certifies that no member of the entity's ownership or management is presently applying for an employee position or actively seeking an elected position with the City. In the event that a conflict of interest is identified in the provision of services, Respondent agrees to immediately notify the City in writing. d) Respondent further declares that a careful examination of the scope of services, instructions, and terms and conditions of this RFP has occurred, and that the proposal is made according to the provisions of the RFP documents, and will meet or exceed the scope of services, requirements, and standards contained in the RFP documents. e) Respondent agrees to abide by all conditions of the negotiation process. in conducting negotiations with the City, Respondent offers and agrees that if this negotiation is accepted, the Respondent will convey, sell, assign, or transfer to the City all rights, title, and interest in and to all causes of action it may now or hereafter acquire under the anti- trust laws of the United States and the State of Florida for price fixing relating to the particular commodities or services purchased or acquired by the City. At the City's discretion, such assignment shall be made and become effective at the time the City tenders final payment to the Respondent. The proposal constitutes a firm and binding offer by the Respondent to perform the services as stated. 12. PUBLIC ENTITY CRIME STATEMENT: a) All invitations to proposal, as defined by Section 287.012(11), Florida Statutes, requests for proposals, as defined by Section 287.012(16), Florida Statutes, and any contract document described by Section 287.058, Florida Statutes, shall contain a statement informing persons of the provisions of paragraph (2)(a) of Section 287.133, Florida Statutes,which reads as follows: "A person or affiliate who has been placed on the convicted vendor list following a ..__ RFP16-001 Federal Lobbyist Services 10 conviction for a public entity crime may not submit a proposal on a contract to provide any goods or services to a public entity, may not submit a proposal on a contract with a public entity for the construction or repair of public building or public work, may not submit proposals on leases of real property to a public entity, may not be awarded or perform work as a contractor, supplier, subcontractor, or consultant under a contract with any public entity, and may not transact business with any public entity in excess of the threshold amount provided in Section 287.017, for CATEGORY TWO for a period of 36 months from the date of being placed on the convicted vendor list." b) All Respondents that submit a Bid or Proposal to the City of Ocoee are guaranteeing that they have read the previous statement and by signing the submitted documents are qualified to do so under Section 287.133, (2)(a), Florida Statutes. 13. STANDARD INSURANCE REQUIREMENTS: The successful Respondent shall be required to provide evidence of both General (Public & Property) Liability and Professional (Design Errors and Omissions in the amount of $1,000,000),Liability Insurance in the form of a certificate of insurance issued on behalf of the City of Ocoee and naming the City as an additional insured, by companies acceptable to the City at the minimum limits and coverages listed below with deductible amounts acceptable to the City. The selected consultant shall not commence any work in connection with an Agreement until all of the following types of insurance have been obtained and such insurance has been approved by the City, nor shall the consultant allow any subconsultant to commence work on a subcontract until all similar insurance required of the subconsultant has been so obtained and approved. Policies other than Workers' Compensation shall be issued only by companies authorized by subsisting certificates of authority issued to the companies by the Department of Insurance of Florida which maintain a Best's Rating of "A" or better and a Financial Size Category of"VII" or better according to the A.M. Best Company. Policies for Workers' Compensation may be issued by companies authorized as a group self-insurer by F.S. 440.57,Florida Statutes. 1. Loss Deductible Clause: The City shall be exempt from, and in no way liable for, any sums of money which may represent a deductible in any insurance policy. The payment of such deductible shall be the sole responsibility of the General Consultant and/or subconsultant providing such insurance. 2. Workers' Compensation Insurance: The Consultant shall obtain during the life of this Agreement, Worker's Compensation Insurance with Employer's Liability Limits of $500,000/$500,000/$500,000 for all the Consultant's employees connected with the work of this project and, in the event any work is sublet, the Consultant shall require the subconsultant similarly to provide Workers' Compensation Insurance for all of the latter's employees unless such employees are covered by the protection afforded by the Consultant. Such insurance shall comply fully with the Florida Workers' Compensation Law. In case any class of employees engaged in hazardous work under this contract for the City is not protected under the Workers' Compensation statute, the Consultant shall provide, and cause each subconsultant to provide `_.. RFP16-001 Federal Lobbyist Services 11 • adequate insurance, satisfactory to the City, for the protection of the Consultant's employees // not otherwise protected. Include Waiver of Subrogation in favor of the City of Ocoee. 3. Consultant's Public Liability and Property Damage Insurance: The Consultant shall obtain during the life of this Agreement COMMERCIAL AUTOMOBILE COVERAGE, this policy should name the City of Ocoee as an additional insured, and shall protect the Consultant and the City from claims for damage for personal injury, including accidental death, as well as claims for property damages which may arise from operations under this Agreement whether such operations be by the Consultant or by anyone directly or indirectly employed by the Consultant, and the amounts of such insurance shall be the minimum limits as follows: 4. Automobile Bodily Injury Liability&Property Damage Liability • $1,000,000 Combined single limit per occurrence(each person, each accident) • All covered automobile will be covered via symbol 1 • Liability coverage will include hired&non-owned automobile liability • Include Waiver of Subrogation in favor of The City of Ocoee 5. Comprehensive General Liability (Occurrence Form) -This policy should name the City of Ocoee as an additional insured and should indicate that the insurance of the Consultant is primary and non-contributory. • $2,000,000 GENERAL AGGREGATE • $2,000,000 PRODUCTS-COMPLETED OPERATIONS AGGREGATE • $1,000,000 PER OCCURRENCE • $1,000,000 PERSONAL& ADVERTISING INJURY • Include Waiver of Subrogation in favor of the City of Ocoee 6. Subconsultant's Comprehensive General Liability, Automobile Liability and Worker's Compensation Insurance: The Consultant shall require each subconsultant to procure and maintain during the life of this subcontract, insurance of the type specified above or insure the activities of these subconsultants in the Consultant's policy, as specified above. 7. Owner's Protective Liability Insurance: (Not applicable for Federal Lobbyist Services). As applicable for construction projects, providing coverage for the named insured's liability that arises out of operations performed for the named insured by independent consultants and are directly imposed because of the named insured's general supervision of the independent consultant. The Consultant shall procure and furnish an Owner's Protective Liability Insurance Policy with the following limits: $1,000,000, and per occurrence, $2,000,000. Aggregate and naming the City of Ocoee as the Named Insured. 8. Contractual Liability: If the project is not bonded, the consultant's insurance shall also include contractual liability coverage to insure the fulfillment of the contract. NOTE: PUBLIC LIABILITY INSURANCE AND AUTOMOBILE LIABILITY INSURANCE,THE CITY SHALL BE NAMED AS ADDITIONAL INSURED. • $1,000,000 PER OCCURRENCE • $2,000,000 AGGREGATE �_ RFP16-001 Federal Lobbyist Services 12 Commercial Umbrella: • $1,000,000 PER OCCURRENCE ( • $2,000,000 Aggregate • Including Employer's Liability and Contractual Liability Builders Risk: (Not Applicable for Federal Lobbyist Services). • $100,000 Any(1)Location • $1,000,000 Any(1) Occurrence w,a o�10.TTYR IE�C_OBQ CERTIFICATE OF LIABILITY INSURANCE _yRit i 11*."'" rsmocU CMLV MOCCOOH10$S NO 10011!UPON UNCERTroPW R• HOLOERnos commas GOES NOr/MENO,MVO CO • ALTERTHE COVERAGE A'r000ED sV THE POLICES BELOW. NOBRERD N I ORONN0 COVERAGE NAG,. h{PO 40~0 u..n tall.I.et tin. ae)eae -..-- tmtor'e Wama KLataL MOLL L 'COVERAGES oat .FEW 04< O,OlOMI O*D o0C�WM M1ta.�rLf1 Mw+5~ rLW WOUND 0*6 HELLO Loy MODE neam1/1ANR WOOL.RM101014 LOSCOLfO,.AIN a RAMO 10♦nL„!WOO.V0.a�ep0OLgt�NA�CWR,e'n OF e1D� 1OLG.t,Dr•EE.0*LO1TS aww OLENlN aTe NOOXED ar MO WOO e�OTn IM40M'TI 1MIi `E 111EXXVOOERVOE racy Name e/a,OCOn000 a 1,000,000_. o.maa.uarnY r4nd°e."4Ei +So,goo_,., 7;. X co,Goa sues g�i�east/ uwwtM u ssom *5,000 Goa sues 1w 1eCnm rOMO./I WI nowt 1Xak01,0. Goan 6o etwu 1.3,000.000 -------- WOWS.mum.14, 13.000,000 Goat Aoaru,Ew,rnLU r01 roues nn nla� 1,,,41te„ W,es0e4E 1N11nY 11,000.000 MY 11/10 ME eNMOLOOe WOEEOWLS la t WoRKE 0 MOS OFF NN n0 ON / WMM -,s. NONOLOOS TD LOOS Ay1... G,doe., 1 1111---..---w,, .w.wr p 11l1 rauo Garr:! �A„Y/N,D PanDM ONS •ee 1 4Ce0Gr1*' 11,000,000 oal.wEUU'U�wm moron 11,000,000 X X OCCUR awansAa orWO,ela 1 :1a elna'e'r u''■m 'moon.IA totem 1900,000 D"' rrooetwa o IL DO41a•Raenon 1500.000 OEM Any 1 Loo 100,01) Svildara Risk ` Any 1 Oen 1,000,000 Gb.n io 0.Acne snoe•TGAidve1y 11001Da.rb 01CR otmuno 111MCMLMOM 0. • The-Lnaoranoe evidenced by this Cart ltieate Shall num the cents fleets hoidens es an additional insured on the general Liability&Debralio Liability. Worker.' Compensation, Reployera' Liability 0 General Mobility 0.11 Dont.ln•Waiver of Subrogation in favor et tho daltitlaeta holder. The wort!!Wets bolder 1e added so • teed ItEuxd kr 7511$215 Ri• • CERTIfl CANCE,LAT10N CAI!HOLDER OCOE1 y tCEPOI MOVE OW MHO rolm NW./Lao WORM ME 1:41411110, elutlHN.le.ULL4/OM 1 10 ao5wrnn' wn.T000 000011 wrcnoneTanr,w,rNolen WOO TO nr LE"Gorr/Loos 10 matow. City of Ogees 110e11 40 GWATee ORWMNOG mR 1.m WOO LEI onVLEVal MOOS co 150 N. Lakeshore Drive amrpr,RNu Ocoee EL 34900-3150 o ACOROCORpCRATION to Aco o tS(1001/010 SA„ot p t. & k. • RFP16-001 Federal Lobbyist Services 13 14. SUMMARY OF LITIGATION: Provide a summary of any litigation, claim(s), proposal disputes, or contract dispute(s) filed by or against the Respondent in the past five (5) years that is related to the services that the Respondent provides in the regular course of business. The summary shall state the nature of the litigation, claim, or contact dispute, a brief description of the case, the outcome or projected outcome, and the monetary amounts involved. If none, please so state. (Attach additional sheets, if necessary) 15. ACKNOWLEDGMENT OF ADDENDA: Respondent acknowledges receipt of the following addenda, if any: No. Dated No. Dated No. Dated 16. SUBMITTALS/PROPOSAL FORMAT: The City of Ocoee requires comprehensive responses to every section within this RFP. To facilitate the review of the responses, Respondents shall follow the described proposal format. The intent of the proposal format requirements is to expedite review and evaluation. It is not the intent to constrain Respondents with regard to content, but to assure that the specific requirements set forth in this RFP are addressed in a uniform manner amenable to review and evaluation. Submissions shall be limited to a total of forty (40) 8.5"x 11" pages (excluding front and back covers, dividers, table of contents, and all forms included in this RFP), single-sided, portrait orientation, 12-point font, and contained in a three-ring binder or other format amenable to easy photocopying. The page limit applies to the material contained in sections 1 thru 4 of the proposal, as described below. The person signing the proposal on behalf of the Respondent shall have the legal authority to bind the Respondent to the submitted proposal. Failure to adhere to the stated page limit or provide the required content may subject your proposal to disqualification. In order to simplify the review process and obtain the maximum degree of comparison, the Respondent must provide the following content when responding to the RFP: RFP16-001 Federal Lobbyist Services 14 Section 1 —Letter of Transmittal, 1) Briefly introduce your firm, providing a summary of the administration, organization and staffing of your firm, including location, address and telephone number. 2) This letter will summarize in a brief and concise manner, the Respondent's understanding of the Scope of Services and make a positive commitment to lobby on behalf of the City of Ocoee. Section 2—Qualifications. Experience. References 1) Identify the primary individuals responsible for the work as part of this engagement. Include resumes and backgrounds, and any professional designations and affiliations, certifications and licenses, etc. 2) Describe the experience of the firm in performing consulting services of similar size and scope. 3) Provide references for similar projects, including the name of agency and contact information. 4) State and describe any litigation to which the Contractor was a party to and the outcome for the past five(5) years, see Section 14. Section 3 — Methodology including Technical Approach and Respondent's Understanding of the Scope of Services 1) Proposals must include a narrative description of the Firms' plan for accomplishing the work and services to be provided to the City. Section 4—Serylce Rates 1) Include Exhibit "B" Price Proposal Form provided. Provide a detailed fee schedule. Express your administrative fee in a lump sum not-to-exceed maximum amount and separate price for travel and related expenses (if applicable). Firm shall incur no travel or related expenses chargeable to the City without prior approval by an authorized City representative. Section 5—Other Reauired Content 1) Forms listed in the Table of Contents to be submitted with your proposal. 2) Acknowledgement of Addenda, see Section 15. (Remainder of page left blank intentionally.) RFP16-001 Federal Lobbyist Services 15 17. EVALUATION CRITERIA: (P' The criteria for making an award recommendation are: Evaluation Criteria Maximum Points 1. Qualifications, Experience, and References 45 2. Methodology including Technical Approach and Understanding of the 35 Scope of Services 3. Rates and Expenses 20 Total • 100 The City will make an Award, if an award is made, in its absolute and sole discretion, to the most responsible and responsive Respondent whose proposal, in the City's opinion,will be most advantageous to the City, price and other factors considered. The City reserves the right, before awarding the contract, to require a Respondent to submit such evidence of its qualifications, as the City may deem necessary, and may require oral interviews or formal presentations of firms. The City shall be the sole judge of the competency of Respondents. A City evaluation committee will evaluate each respondent's qualifications and will short-list and recommend to the City Commission the top ranked firm, in ranked order of qualifications based upon the evaluation committee's evaluation of the responses and any client references. All Respondents shall be notified via Onvia/Demandstar or other means of staff's recommended ranking of firms to the City Commission. The City Commission's decision to endorse or modify the ranking by staff shall be final. The City Commission shall be the final authority in the award or rejection of any and all responses. The successful Respondent shall be required to execute an agreement which provides, among other things, that any plans, drawings, reports, and specifications that result from negotiation Respondent's f an services agreement,la formal contract be prepared and subsequent executed by negotiation of both parties. ANTICIPATED SELECTION SCHEDULE 12/20115 Request for Proposals advertised 1/12/16 Last day for questions 1/19/16 Proposal submission deadline 3 days later Proposals distributed to Evaluation Committee 1-4 weeks later Evaluation committee meeting held (publicly noticed) Next meeting Top-ranked firm recommended to City Commission This schedule is subject to change at the discretion of the City. END OF SECTION. RFP16-001 Federal Lobbyist Services 16 EXHIBIT "A" SCOPE OF WORK RFP#16-001 FEDERAL LOBBYIST SERVICES SCOPE OF SERVICES The City of Ocoee, Florida, in conformance with the policies and procedures r agencies of the City of Ocoee (City) is soliciting proposals from qualified persons, firms, corporations, gencies to provide federal lobbyist services to the City. This term contract will be for an initial three(3) years,with two (2), one (1)year automatic renewal options, unless terminated by the City upon the issuance of written notice by the City to the Contractor provided not later than thirty(30) days prior to any anniversary date. Each term is renewable with the condition that the City's obligation to pay under this Agreement for each year is contingent upon the City in its good faith judgment having sufficient funds to make an annual appropriation for the work to be provided under this agreement. The selected firm will represent the city's interest in discussions with members of the U.S. Congress, Congressional staff,federal agencies, and other parties participating in the governance process at the national and regional levels. Such representation includes the giving and collecting of information and presenting the city's viewpoint on matters of interest to the city and its citizens. Legislative and regulatory language affecting the city may be proposed and discussed with potential sponsors. Legislation and regulations proposed by others that have the potential to impact the city will be monitored and periodic reports will be provided to the city to inform officials about the progress and potential for passage of such legislation and regulations. On some occasions, it may be necessary to draft and/or present actual written and oral testimony in support of, or in opposition to, specific actions being contemplated by the Congress or a federal agency. The selected firm will also support staff and elected official visits to Washington, DC by taking such actions as arranging for meetings with elected and appointed federal officials and participating in those meetings, when appropriate. The selected firm is responsible for complying with any and all local, state, and federal regulations that may pertain to this agreement. (Remainder of page left blank intentionally.) RFP18-001 Federal Lobbyist Services 17 EXHIBIT`B" PRICE PROPOSAL FORM RFP 16-001 FEDERAL LOBBYIST SERVICES 1. Annual Lump Sum not-to-exceed Maximum Amount: dollars and cents 2. Hourly Rate for Additional Services(i.e.Travel&Related Expenses): dollars and cents Attach additional sheets if necessary. Company Name Authorized Officer(print) • Authorized Signature Date RFP16-001 Federal Lobbyist Services 18 RFP#16-001 COMPANY INFORMATION/SIGNATURE SHEET FAILURE TO COMPLY WITH THE RFP INSTRUCTIONS WILL RESULT IN DISQUALIFICATION OF YOUR PROPOSAL. PLEASE SIGN BELOW ATTESTING THAT YOU HAVE READ AND UNDERSTAND ALL RFP INSTRUCTIONS AND THAT YOU UNDERSTAND THAT THE SUCCESSFUL RESPONDENT WILL BE REQUIRED TO ENTER INTO A LEGALLY BINDING CONTRACT WITH THE CITY OF OCOEE. COMPANY NAME TELEPHONE(INCLUDE AREA CODE) FAX (INCLUDE AREA CODE) E-MAIL ADDRESS IF REMITTANCE ADDRESS IS DIFFERENT AUTHORIZED SIGNATURE(manual) FROM PURCHASE ORDER ADDRESS, PLEASE INDICATE BELOW: NAM .111LE(PLEASE PRINT) STREET ADDRESS CITY STATE ZIP FEDERAL ID# Individual Corporation Partnership Other(Specify) Sworn to and subscribed before me this day of ,20 Personally Known or Produced Identification Notary Public-State of (Type of Identification) County of Signature of Notary Public Printed,Typed or Stamped Commissioned Name of Notary Public l__ RFP16-001 Federal Lobbyist Services 19 ORIGINAL (-- ‘ DOWNS GOVERNMENT AFFAIRS Proposal to the City of Ocoee, FL Federal Lobbyist Services RFP No. 16-001 January 19, 2016 Submitted by: • Thomas C. Downs, Principal Downs Government Affairs 1629 K Street, NW, Suite 300 Washington, DC 20006 202.403.2302 t 705.283.5914 m tedowns 1L;dOw11SgOvaftaii's.Cum71 l 1 Downs Government Affairs City of Ocoee January 19,2016 RFP #i6-ooi (I TABLE OF CONTENTS Section 1— Letter of Transmittal (RFP Section 16,p. 16, "Section 1") 1 Section 2 - Qualifications,Experience and References (RFP Sec. 16,p. 16,"Section 2") 2 2.1 Primary Individuals Responsible for the Work(RFP Sec. 16,p. 16, "Section 2, in 4 2.2 Experience of Downs Government Affairs'Team in Performing Consulting Services of Similar Size and Scope (RFP Sec. 16, p. 16, "Section 2, 2)") 9 2.3 References for Similar Projects (RFP Section 16, p. 16, "Sec. 2, 3)") 19 2.4 Any Relevant Litigation (RFP Section 16,p. 16, "Section 2,4)") 20 Section 3 —Methodology Including Technical Approach and Respondent's Understanding of the Scope of Services (RFP Sec. 16,p. 16, "Section 3") 20 EXHIBIT"B" — PRINCE PROPOSAL FORM RFP #16-001 COMPANY INFORMATION/SIGNATURE SHEET Downs Government Affairs (. 1629 K Street, NW, Suite 300 Washington, DC 20006 Thomas C.Downs,Esq. Section 1 —Letter of Transmittal 202.403.2302 t 1 703.283.5914 m (RFP Section 16,p. 16,"Section i") tedo%vtts(t`dowmsgo vaffairs.corn January 11, 2016 Ms.Joyce Tolbert, CPPB,Purchasing Agent City of Ocoee Finance Department 150 N. Lakeshore Drive Ocoee, FL 34761-2258 Dear Ms.Tolbert: On behalf of Downs Government Affairs ("DGA"), I am pleased to respond to the City of Ocoee's Request for Proposals #i6-ooi, Federal Lobbyist Services. The City seeks a consultant to advance its interests in connection with the federal government-with members of Congress and their staff,federal agencies, and other key individuals and offices. We understand the City's Scope of Services requirements, and would be honored to represent the City's interests. I have 20 years of experience representing local governments in Florida and other states on federal government affairs,following 10 years of service as a Congressional chief of staff and legislative aide. As DGA Principal, I rely on a bipartisan team of DGA affiliated professionals with experience in federal government affairs to work with me to address local government clients'objectives in Washington. DGA's office is located at 1629 K Street,NW, Suite 300, Washington, DC 20006;telephone: (202) 403-2302 (office) and(703) 283-5914(mobile). For representation of the City of Ocoee, Downs Government Affairs proposes teaming with Peebles&Smith,based in Tallahassee — a renowned advocacy firm for Florida municipalities. All DGA affiliated professionals have prior senior federal government service. One is a former Congressman three served in the White House, and several served as political appointees in Executive Branch agencies under five presidents. Team members have served ii Members of Congress and six Senators, and three of us served as Congressional Chiefs of Staff. DGA team members have also served as professional staff for the Senate Commerce, Science& Transportation Committee, and the House Oversight&Government Reform Committee. It would be our honor to positively and zealously represent the City of Ocoee's interests in Washington, D.C. Thank you for your consideration. Sincerely, i Thomas C. Downs Principal 1 Downs Government Affairs City of Ocoee January 19, 2016 RFP#i6-oo1 (,. Section 2 - Qualifications, Experience and References (RFP Sec. 16,p. 16, "Section 2") About the Contractor Downs Government Affairs ("DGA,"or the"Contractor") offers an innovative model of bipartisan federal lobbyist services on behalf of municipal governments. Downs Government Affairs combines the talents of seasoned attorneys and professionals with experience in lobbying and advocacy, at national law firms, and in the federal service, to produce outstanding results for clients. Our firm's structure promotes efficient, agile client services and avoids the bureaucracy, conflicts of interests, and escalating fees that present obstacles at large firms. Not Your Everyday K Street Lobbing Firm—Downs Government i I s Affairs was established in response to an evolving political landscape. K wit- With frequent changes in leadership on Capitol Hill,shifting priorities, VN,150.0 and limitations on federal funding opportunities,there is often no clear ath to success on behalf of local overnment clients. We believe a more path government approach is required. DGA provides zealous representation and i =1 c, _ careful strategy development, and high-level access to leaders of both ',-4 political parties. We maintain direct engagement with clients, and do not � P P , :, „:" ; II , delegate work to less experienced staff. We produce outstanding results =` _- from innovation, collaboration and hard work. An Innovative Approach in a Challenging Government Relations Environment Downs Government Affairs was established in order to create an affiliation of a select group of attorneys and lobbyists who have a common interest in serving the public interest. The team was carefully selected based on expertise and experience, and team members'history of collaboration. All Downs Government Affairs team members benefit from prior federal service. The team includes a former Congressman and others who served as Congressional Chiefs of Staff,legislative aides, and House and Senate committee professional staff. Team members served in the White House, and in numerous Executive Branch agencies as political appointees in the administrations of Presidents Jimmy Carter, George H.W. Bush, Bill Clinton, George W. Bush, and Barack Obama. Downs Government Affairs team members have worked together for decades on federal government projects. For example, Downs Government Affairs team member David Bieging was previously a Congressional Chief of Staff and supervisor of DGA team members Thomas Downs and John Brimsek. Subsequently, Mr. Downs served as Chief of Staff in the office of Congressman George Hochbrueckner,who is now a DGA team member. Downs Government Affairs team members have collaborated for years on federal government projects to benefit cities and counties,including Florida communities. Our team for the City of Ocoee benefits greatly from the participation of John Wayne Smith of Peebles&Smith. Mr. Smith is a veteran advocate for Florida municipalities,having served for years with the Florida League of Cities and the Florida Association of Counties. Downs ( Government Affairs has established regional affiliations with firms in a dozen states, and we selected Peebles&Smith as strategic partner for Florida municipal client representation. We greatly value our collaboration with Peebles &Smith, 2 Downs Government Affairs City of Ocoee January 19, 2016 RFP#16-ooi Media Reviews of our Capabilities and Approach: POLITICO and THE HILL Downs Government Affairs'innovative approach to federal government affairs advocacy has been profiled in the nation's major political and legislative news journals. POLITICO has highlighted DGA's "different, more creative and nimble approach"to federal government affairs. THE TALL described DGA Principal Thomas Downs as "a veteran lobbyist"who "has been on K Street for two decades." POLITICO Morning Transportation recognized DGA as a "K Street consulting firm . . .focused on transportation and infrastructure policy and funding issues. Affiliated consultants include a former congressman and alums of the departments of Transportation, Education and Labor, as well as USAID and FEMA." POLITICO has highlighted the strength of DGA's team and its successes for local government: "Downs Government Affairs'affiliated team includes [former Congressman George] Hochbrueckner; Sarah Gesiriech,former education adviser to first lady Laura Bush, and aide to Sen. Charles Grassley and the National Republican Senatorial Committee; Dave Matsuda, formerly President Barack Obama's maritime administrator, and aide to Sen.Frank Lautenb erg; Mike Hettinger, formerly House Oversight and Government Reform Subcommittee staff director and chief of staff to Rep.Tom Davis;Jane Bullock and George Haddow, former FEMA chief of staff and deputy chief of staff, respectively, during the Clinton administration; Dave Bieging,former aide to Vice President Walter Mondale and chief of staff to Sabo; John Brimsek, former aide to Sen. Wendell Anderson and Sabo; Terri Hasdorff, former Bush 41 and Bush 43 White House aide, and aide to Rep. Robert Aderholt and the House Republican Conference; and Tammy Boyd,former aide to Reps. John Lewis and Bennie Thompson." —POLITICO Influence,January 4,2016 "LOW RIDER:Another provision in the year-end spending deal that hasn't gotten much attention:After six years of famine, Congress designated almost $1 billion for new courthouse construction, enough to cover the Administrative Office of the U.S. Courts'eight top priorities,in Nashville; Toledo, Ohio; Charlotte; Des Moines; Greenville,South Carolina;Anniston,Alabama; Savannah, Georgia; and San Antonio. "The money hadn't been in the president's budget request.According to Thomas Downs, a lobbyist for San Antonio . . . he spent six months lobbying for funding for the city's courthouse,which was No. 8 on the priority list but was only supposed to be a temporary World's Fair pavilion and had inadequate security, moldy air conditioning and contaminated water.The city's congressional delegations brought senior appropriators down for a site visit. An emergency bill would have allocated $135 million for the San Antonio project,but there was concern about skipping over the others that were higher on the list. A compromise was discussed for funding four now and four next year, Downs said. "But in the end Congress and the White House agreed to fund all eight." —POLITICO Influence,January 11, 2016 3 Downs Government Affairs City of Ocoee January 19, 2016 RFP #16-ooi 2.1 Primary Individuals Responsible for the Work(RFP Sec. 16,p. 16, "Section 2, 1)") Project Manager —1-1 '' Thomas Downs'experience includes legislation, and competitive and discretionary grants and partnerships involving the federal government. Mr. Downs works closely with Congress,the White j 4--;; i House and numerous federal agencies on matters such as 1t''11, construction of federal buildings, and obtaining funding for transportation and water resources projects, among many other `= areas. His local government clients have included the City of Jacksonville,Leon County and the Town of Longboat Key,FL; Thomas C. Downs, Houston,Austin,Pharr, San Antonio and Bexar County, TX; Esq. Shreveport, LA;Wilmington, DE; and the cities of Agoura Hills, Attorney, public policy Moorpark, San Juan Capistrano, Las Virgenes-Malibu Council of advocate, and team Governments, and Las Virgenes Municipal Water District, CA. leader Municipal Government Representations: Obtained legislative authorization, appropriations and grants for priority projects on behalf of cities, counties, regional councils of governments, and special municipal authorities. Transportation: Obtained authorization, appropriations and grants, including TIGER grant funding,for highway construction and highway interchange reconstruction projects,transit system expansion and other transportation and infrastructure projects. Natural Resources and Environment: Helped public and private organizations advance legislative and agency initiatives involving drinking water and wastewater systems,wetlands protection,open space preservation and parkland acquisition. Technology Initiatives: Obtained federal funding and established collaborative relationships with federal agencies, colleges and universities and other entities on behalf of corporate, governmental and nonprofit clients to advance leading-edge information technologies and systems. Government Service Mr. Downs was Chief of Staff and legislative aide to Rep. George Hochbrueckner(D-NY), and aide to Rep. Martin Sabo(D-MN), Senator Patrick Leahy(D-VT), and Rep. James Jeffords (R-VT). Role for the City Broad legislative issues and federal funding; managing the relationship with the City Education J.D., Washington College of Law;A.B., Brown University 4 Downs Government Affairs City of Ocoee January 19, 2016 RFP #i6-ooi Other Downs Government Affairs Team Members The Honorable Former Congressman George Hochbrueckner is a government George relations professional. In Congress, he served on the Committees Hochbrueckner on Armed Services, Science, Space &Technology, and Merchant Public policy advocate Marine and Fisheries. Mr. Downs served as the Congressman's Senior Legislative Assistant and Chief of Staff, and has since worked with Mr. Hochbrueckner on a variety of projects. Mr. Hochbruecker has also spent a career as an aerospace engineer. Government Service: Mr. Hochbruecker was a U.S. Representative, serving the First District of New York for eight years. Previously,he served for 10 years as a New York State Assemblyman Role for the City: Handling national defense, security and technology initiatives; providing liaison as needed with future Senate Democratic Leader Chuck Schumer (D-NY),who served with Mr. Hochbruecker in the New York State Assembly and in Congress, and with former Senator Hillary Rodham Clinton(D-NY) Education: State University of New York at Stony Brook, Hofstra University, and California State University,Northridge Michael Hettinger Michael Hettinger has 20 years of experience as a Congressional Public policy advocate staffer, advocate, and strategy advisor. He is an expert on Congressional procedure,with broad domain expertise on cybersecurity,telecommunications and information technology issues,including cloud computing, data analytics,privacy, and cybersecurity. He maintains bipartisan relationships with Executive Branch and House and Senate offices. Mr. Hettinger and Mr. Downs previously served together at a national law firm. Government Service: Mr. Hettinger served as Chief of Staff and Legislative Director to Rep. Tom Davis (R-VA); as Staff Director, House Committee on Oversight and Government Reform(Rep. Tom Davis, Chairman); and on the staff of the Fairfax County,Virginia Board of Supervisors (Toni Davis,Chairman). Role for the City: Broad legislative issues and federal funding,with a focus on cybersecurity and information technology issues Education: A.B., Lake Forest College 5 Downs Government Affairs City of Ocoee January 19,2016 RFP #16-oo1 David Matsuda, Esq. David Matsuda is an attorney with more than 20 years of Attorney and public experience in federal public policy and legislative matters. He has policy advocate served as a Presidential appointee at the U.S. Department of Transportation, and as a professional staff member in the United States Senate. He is knowledgeable about policies affecting all modes of transportation as well as commerce and science policy. During his previous Senate committee service,Mr. Matsuda has worked closely with Senator Bill Nelson(D-FL), Ranking Member of the Senate Committee on Commerce, Science&Transportation. Government Service: Mr. Matsuda served in the Obama administration as Acting Assistant Secretary of Transportation and Maritime Administrator. He has also served as an attorney with the Federal Railroad Administration, as Professional Staff Member on the Senate Committee on Commerce, Science&Transportation, and as counsel to Senator Frank Lautenberg (D-NJ). Role for the City: Assistance with matters involving all modes of transportation. Education: J.D.,University of San Diego School of Law;A.B., Harvey Mudd College Jane Bullock Jane Bullock specializes in disaster planning,preparedness and Public policy advocate mitigation. She has been a pioneer in the field of emergency management, and carries a broad range of experience with a singular focus on risk reduction program design and implementation. Ms. Bullock was Chief of Staff at the Federal Emergency Management Agency(FEMA); served on President Obama's Department of Homeland Security Transition Team and on a National Academies of Science committee addressing disaster risks; and serves as an advisor to the Earthquake Engineering Research Institute. She and DGA team member George Haddow have collaborated with Mr. Downs on disaster mitigation and response programs and funding over the past 18 years. Government Service: Ms. Bullock served for over 20 years at FEMA,including five years as FEMA Chief of Staff. Role for the City: Assistance with matters concerning Homeland Security and disaster planning,preparedness,mitigation and response Education: A.B.,American University 6 Downs Government Affairs City of Ocoee January 19, 2016 RFP#16-001 George Haddow George Haddow is expert in matters involving climate Public policy advocate adaptation and resilience, as well as disaster response,recovery, and mitigation. He previously served as Deputy Chief of Staff at FEMA, where he worked with Mr. Downs and Ms. Bullock to successfully reverse earlier FEMA denials of a city's $1.6M disaster reimbursement claim, and to award a disaster mitigation grant to a regional council of governments represented by Mr. Downs. Mr. Haddow manages disaster logistics programs; supports FEMA's National Disaster Recovery Framework; and has directed the development of Crisis and Risk Communications and Hazard Risk Management courses for FEMA's Higher Education Program. Government Service: Mr. Haddow served as Deputy Chief of Staff and White House Liaison, Office of the Director, FEMA; Policy Advisor to the Director/White House Liaison,Office of the Director, FEMA; Acting Director, Office of Public Affairs, Office of the Director, FEMA; Senior Policy Advisor to Senator Don Riegle (D-MI); and Executive Assistant to Senator Brock Adams (D-WA). Role for the City: Assistance with matters concerning climate adaptation and resilience,and disaster preparedness, mitigation and response Education: Masters of Urban and Regional Planning, University of New Orleans;A.B.,Washington College David Bieging, Esq. David Bieging has 25 years of law firm experience in Attorney and public Washington,having served with two national law firms. policy advocate Previously,he served in the White House and was chief of staff in a Congressional office,where Mr. Downs served as legislative assistant. Mr. Bieging provides strategic,legal and political advice on federal government relations, with a focus on food and agriculture. He works with Congress on critical legislation, and advocates for policy outcomes before executive agencies. Government Service: Mr. Bieging served as Special Assistant to Vice President Walter Mondale,in the White House, Legislative Assistant to Senator Mondale,and Chief of Staff to Representative Martin Olav Sabo. Role for the City: Broad legislative issues and federal funding,with a focus on food and agriculture Education: J.D., William Mitchell College of Law;A.B., Harvard University 7 Downs Government Affairs City of Ocoee January 19, 2016 RFP #16-001 Tammy Boyd, Esq. Tammy Boyd is a Washington, D.C. attorney with more than 20 Attorney and public years of experience in federal public policy matters. While serving policy advocate on Capitol Hill,working in collaboration with Mr. Downs,she was responsible for enactment of legislation authorizing creation of the Smithsonian Institution's National Museum of African American History and Culture. In the private sector, Ms. Boyd's clients have included cities and other public entities,health care organizations, and major league athletes. She and Mr. Downs have collaborated in representation of local government interests. Government Service: Ms. Boyd served as Legislative Director to Rep.John Lewis (D- GA), and Legislative Assistant to Rep. Bennie Thompson (D-MS), Ranking Member of the House Committee on Homeland Security Role for the City: Broad legislative issues and federal funding Education: J.D.,Washington College of Law;A.B., Emory University John Brimsek,Esq. John Brimsek has been in private law practice in Washington for Attorney and public over 25 years, following a decade on Capitol Hill,including service policy advocate with Mr. Downs in the office of Congressman Martin Olav Sabo. Mr. Brimsek has extensive transportation policy experience, including matters involving rail,highways,transit, aviation and maritime. He has represented local governments and coalitions, and a major freight railroad. Government Service Mr. Brimsek served as Legislative Assistant to Senator Wendell Anderson (D-MN) and for Congressman Martin Olav Sabo. He was also counsel at the General Services Administration (GSA). Role for the City Assistance with matters involving transportation,particularly rail Education J.D.,Washington College of Law John Wayne Smith John Wayne Smith is a registered state and federal lobbyist and Lobbyist and municipal is a principal of Peebles &Smith, LLC,based in Tallahassee. He is government advocate a Certified Professional Lobbyist by the Florida Association of Professional Lobbyists ("FAPL"), and he serves on the FAPL Board of Directors. Since 1990,Mr. Smith has played a leadership role in municipal government initiatives providing state and federal funding for affordable housing, solid waste and recycling, 8 Downs Government Affairs City of Ocoee January 19,2016 RFP #16-001 economic development,professional sports franchises, transportation,land acquisition,water quality and supply, wastewater collection and treatment, courthouses and judicial system, and many other areas. Role for the City Serve as Florida-based federal advocate for the City of Ocoee Education B.A., Florida State University 2.2 Experience of Downs Government Affairs'Team in Performing Consulting Services of Similar Size and Scope(RFP Sec. 16,p. 16,"Section 2, 2)") DGA's team has decades of experience representing municipal governments in Florida and other states on federal government affairs. This includes representation of some of the nation's largest cities and counties, as well as small and medium sized communities, councils of government,joint powers authorities, and special municipal districts. Representative Municipal Client List. The following provides a list of representative municipal clients of Downs Government Affairs and Peebles&Smith. Anoka County,MN City of Tallahassee, FL Bexar County,TX City of Tampa, FL City of Agoura Hills, CA City of Wilmington, DE City of Archer, FL City of Winter Park,FL City of Austin,TX Florida Association of Counties City of Gainesville, FL Florida League of Cities City of Gaithersburg, MD Florida Municipal Electric Association City of Houston,TX Hartford, CT Region Council of Governments City of Jacksonville, FL Jacksonville Transportation Authority, FL City of Kissimmee, FL Las Virgenes Council of Governments,CA City of Moorpark,CA Las Virgenes Municipal Water District, CA City of Mt. Dora, FL Leon County, FL City of Newland,NC Marion County,FL City of Orlando, FL Monroe County, FL City of Pharr,TX Snohomish County,WA City of St.Petersburg,FL Town of Longboat Key,FL City of San Antonio,TX Village of Islamorada, FL City of Shreveport,LA Relevant Areas of Expertise and Focus for Municipal Government Clients Federal budget and appropriations:The Downs Government Affairs team has extensive experience with the federal budget and appropriations processes. Our professionals have ( decades of experience on Capitol Hill,including service in the offices of key members of the House and Senate Appropriations Committee. 9 Downs Government Affairs City of Ocoee January 19, 2016 RFP#16-o01 DGA team leader Thomas C. Downs served as appropriations aide for a member of the House Appropriations Committee,where he handled a variety of domestic funding matters. In addition,Mr. Downs served in the office of a senior member of the Senate Appropriations Committee,was a legislative director in a House member's office for four years, and a congressional chief of staff for four years before entering private practice. During 10 71'e U.S Howe ofRRprcuntaiwa years of Capitol Hill service and 20 years in COMMITTEE ON private practice,he has handled numerous APPROPRIATIONS matters of importance to local governments. -- Other members of our group previously staffed Appropriations Committee members. We draw upon our experience with budget and appropriations issues to advance local government clients' goals on an annual basis. Examples of our appropriations outcomes for local government clients are below. • Infrastructure — building construction and renovation: On behalf of the City of San Antonio,Texas,Mr. Downs led the successful effort to obtain $974M in appropriations for new federal courthouse construction in the FY 2016 Omnibus Appropriations Bill, signed into law on December 18, 2015. This is the first funding provided for any new federal courthouse construction in six years. The $974M allocation will fund construction of the top eight courthouses on the General Services Administration's (GSA's)five-year priority construction list. Out of roughly 80 future federal courthouse construction projects,the San Antonio courthouse project,which is linked to San Antonio's priority economic development objectives,is ranked number eight on the GSA's priority list. • Previously, Mr. Downs obtained an$86M appropriation for construction of a new courthouse in Jacksonville,Florida, overcoming the White House's insistence on a moratorium on new courthouse construction spending. More recently,he obtained a $2.75M U.S. Economic Development Administration grant for repurposing of an abandoned building to create a community job training center. • Transportation,funding: Mr. Downs has obtained significant federal funding for municipal transportation projects. For example,he obtained a U.S. Department of Defense $25M grant for a city's interstate highway connector project; a $20114 line-item in the multi-year federal surface transportation bill for a Florida highway connector project; a $15M TIGER grant for a multi-modal transportation center; U.S. DOT $9M grants for a bus rapid transit program; $5.25M for reconstruction of highway interchanges; more than$5M in for construction of boat docks and other visitor amenities in the Timucuan Preserve,in Florida; more than $3M for acquisition of buses and improvement of bus facilities for a Florida municipal transit authority; and a DOT $1.7M grant for transportation improvements related to a regional trade corridor, among other projects. • Airports: Mr. Downs has obtained congressional appropriations totaling more than$12M for a city to redevelop the site of a former Naval Air Station,in Florida,to create opportunities related to aviation industry; and obtained millions of dollars for airfield and other infrastructure improvements at two municipally-owned airports. Mr. Downs has represented several cities that operate airport authorities, and he has coordinated with io Downs Government Affairs City of Ocoee January 19,2016 RFP#16-oo1 { other airport authorities on such matters as funding for the Airport Improvement Program, proposed increases in Passenger Facility Charges,and other matters. • Rail: DGA professionals have extensive experience with rail projects—both passenger and freight rail. David Matsuda served as counsel to the Federal Railroad Administration (FRA). Following that service,he was counsel to the Senate Commerce,Science and Transportation Committee, where he helped to write the FRA's legislative reauthorization. Subsequently,he served as a senior U.S. Department of Transportation official in the Obama administration,where he oversaw rail and transit programs. John Brimsek has represented one of North America's largest freight rail companies for over 25 years, and he has also handled passenger rail matters. Downs, Brimsek, and David Bieging previously served together on the staff of a Congressman who was a leader on the House Transportation Appropriations Subcommittee. • Water resources: Mr. Downs has obtained a discretionary(non-competitive) U.S.Army Corps of Engineers (USACE) $25M grant for a watershed improvement project; $2oM in appropriations for a local Florida government's watershed restoration program; a$25M authorization for septic system replacements, and an additional $iM in Environmental Protection Agency(EPA) appropriations to fund improvements in wastewater infrastructure by expanding regional sewer collection lines in a Florida city to areas identified with leaking septic tank systems; a $2M federal grant for extension of municipal water lines; annual USACE funding for dredging and maintenance of harbors;legislative authorization, appropriations and grants to protect land and structures in the mouth of the St.Johns River,in Florida; and funds from FEMA allowing municipal authorities to acquire flood-prone open space land in a tidal area along the St. Johns River. • Drinking water: Mr. Downs has obtained appropriations under USACE's budget for projects relating to water supply and flood damage reduction at Cross Lake, a source of drinking water for Shreveport, Louisiana; and advocated for federal funding of a sea water desalination plant and a proposed brackish water desalination plant. • Homeland security funding: Mr. Downs has obtained multi-million dollar federal grants on behalf of government clients, under the Department of Homeland Security(DHS) Urban Areas Security Initiative(UASI),State Homeland Security Grant Program,U.S. Department of Justice Fusion Center program and other key funding programs. He obtained a discretionary grant from FEMA allowing the Las Virgenes-Malibu Council of Governments,in California,to protect municipal structures against storm events. DGA's Jane Bullock and George Haddow previously served as FEMA Chief of Staff and Deputy Chief of Staff, respectively, and Ms. Bullock was a member of President Barack Obama's Homeland Security Transition Team. 11 Downs Government Affairs City of Ocoee January 19, 2016 RFP#16-001 • U.S.Department of Housing and Urban Development(HUD)programs: Mr. Downs has represented the City of San Antonio ,TX on federal affairs since 2009. Mr. Downs obtained a $3oM HUD Choice Neighborhoods Implementation grant for the ° t City of San Antonio. He maintains a close • = . relationship with HUD Secretary Julian twoniu u,„„111 ,,,,,y,r„ 1. „n1 Castro,formerly Mayor of San Antonio. Secretary Castro's senior political appointees in the HUD Secretary's office are formerly staff of the mayor's office in San Antonio. • Urban redevelopment: Downs Government Affairs professionals have been involved with redevelopment projects,including assistance with reuse of abandoned property to develop economically productive infrastructure and facilities, and create jobs. We work extensively with the U.S. Economic Development Administration (EDA),which funds a variety of projects, such as redevelopment of buildings and property to promote economic development and jobs. Mr. Downs recently obtained a $2.75M EDA grant for repurposing an abandoned building to create a community job training center. • Public safety and security: Mr. Downs has extensive experience working on public safety and justice matters, and has established working relationships with the U.S. Department of Justice(DOJ). We have obtained millions of dollars from DOJ for local governments to establish"fusion centers”that enable coordination with state and federal justice officials in a collaborative environment. We also have obtained DOJ Byrne discretionary grants,grants for COPS Hiring programs,and bullet proof vest funding for local governments. For FY 2016, Mr. Downs helped pass an amendment to an appropriations bill on the House floor to increase FY 2016 funding for the DOJ Police Body- Worn Camera grant program. He assisted the City of San Antonio will a successful effort to obtain $1M from DOJ in 2015 for its Police Body-Worn Camera grant program—the highest level of funding DOJ awarded to any grantee. • Smithsonian Institution: Mr. Downs and Ms. Boyd worked together to enact legislation authorizing creation of the Smithsonian's National Museum of African American History and Culture(NMAAHC),following 13 years of stalemate over the legislation. They overcame the opposition or the Smithsonian Secretary and other critics. More recently,they have represented the Smithsonian on y . NMAAHC fundraising. President Obama will open t,._ the NMAAHC to the public in 2016. NMAAHC under construction • Energy projects: Mr. Downs obtained a U.S. Department of Energy$12M Weatherization Assistance Program grant for a city, and a $1M appropriation for installation of solar panels on a municipal building. 12 Downs Government Affairs City of Ocoee January 19, 2016 RFP#16-o01 ( Federal executive agency competitive grants: Our record includes consistent,high- level success in helping cities achieve the core objective of securing federal resources to support local projects. A distinguishing feature of our approach is that we do not rely simply on federal appropriations to meet the City's needs. Greater transparency of the appropriations process will remain a dominant theme,with the continuing earmark moratorium. Therefore, we also pursue opportunities for funding through competitive and discretionary grant programs, authorization bills,reallocation of unobligated balances,unsolicited proposals for compelling demonstration initiatives, and other means. We track competitive grant solicitations,utilize our network of contacts within agencies, and tap into other sources to find timely opportunities for entities to receive federal or foundation funding. We attempt to identify those opportunities before notices actually are issued. This helps our clients interact with program offices early in the process, and enables us to provide the best competitive positioning for our clients and to assist in developing effective grant submissions. DGA also has access to professional grant writers. Municipal government associations:We have used our close connections with municipal government associations to advance our local government clients'goals and objectives. For example,we worked with the National Association of Counties,National League of Cities, United States Conference of Mayors, and with other lobbying firms representing counties and cities,to defeat proposed spending reductions for state and local Homeland Security grant funding. We also worked with partner organizations to ensure the deductibility of municipal bonds. We have coordinated with national associations on reauthorization of key statutes such as surface transportation legislation(MAP-21) and the USACE's authorizing legislation (WRDA)that is vital for projects and initiatives involving flood protection, dredging,port projects and other local government objectives. Outstanding Funding Results Despite the Earmark Moratorium Our experience includes obtaining substantial funding for local government clients under the "earmark" moratorium. The following are examples: • Directed appropriation of$135M in FY 2016 for construction of a new federal courthouse • HUD $3oM Choice Neighborhoods Implementation grant • U.S. Department of Defense $25M grant for highway improvements • Army Corps of Engineers $25 million grant for water resource improvements • U.S. Department of Transportation $15M TIGER grant for an intermodal center • Department of Education$24M Promise Neighborhoods implementation grant • U.S. Department of U.S. Department of Health and Human Services $12M obesity prevention grant • U.S. Department of Energy$12M discretionary Weatherization Assistance Program grant is Downs Government Affairs City of Ocoee January 19,2016 RFP#16-o01 • U.S. Department of Agriculture appropriations of$18M for non-land-grant university agricultural projects • U.S. Department of Commerce $2.75M grant for redevelopment of a building to promote urban redevelopment and job creation • U.S. Department of the Interior$2M grant for a water resources improvement project • U.S. DOT$1.7M grant for transportation improvements related to a regional trade corridor DGA's attorneys and professionals can assist the City in every aspect of the federal legislative process, including monitoring developments in proposed legislation, analyzing policy, developing and guiding legislation; drafting committee report language; preparing witnesses for congressional hearings; and testifying before congressional committees. • Mr. Downs lobbied the White House to include the St.Johns River among 14 American Heritage Rivers, and obtained federal funding for a riparian conservation project as a part of that effort. Following those successful outcomes,he assisted White House staff by drafting the appendix to a report to the President of the United States on the American Heritage Rivers Initiative. • Helped secure passage of federal legislation to convey surplus land owned by the Coast Guard to a local Florida government for new waterfront development • Mr. Downs has been closely involved in the Promise Zones Initiative, announced by President Barack Obama in his 2013 State of the Union Address. The Promise Zones Initiative is a federal program involving partnerships with local leaders to create jobs, increase economic activity,improve educational opportunities and reduce violent crime in challenged communities. Mr. Downs advocated for the City of San Antonio to be designated a Promise Zone,working with then-Mayor Julian Castro. President Obama named San Antonio as one of five inaugural Promise Zones in January 2014. Experience in the State of Florida Thomas Downs has extensive experience in Florida,having represented the City of Jacksonville, Leon County, the Town of Longboat Key,Nova Southeastern University, and Florida Keys Community College. DGA team member Michael Hettinger collaborated with Mr. Downs in representation of the City of Jacksonville while they served together at a Washington law firm. The following are among our accomplishments for Jacksonville: • Obtained a congressionally-directed $86 million appropriation for construction of a new federal courthouse in Jacksonville, overcoming the White House's insistence on a moratorium on new courthouse construction spending • Obtained more than$5 million in appropriations for construction of boat docks and other visitor amenities on historic Fort George Island in the Timucuan Preserve 14 Downs Government Affairs City of Ocoee January 19, 2016 RFP #16-ooi Forged close working relationships for the mayor of Jacksonville with the White House Council on Environment Quality and Office of Management and Budget,the administrator of the U.S. Environmental Protection Agency, and the National Park Service. These relationships helped to secure funding for Jacksonville's priority projects relating to -� environmental cleanup and redevelopment, as well as projects involving the St. Johns River and the Timucuan Preserve. Timucuan Preserve,Jacksonville • Assisted with successful efforts to obtain Brownfields redevelopment grants from the U.S. Environmental Protection Agency • Helped obtained congressional appropriations totaling more than $12 million to redevelop the site of former Naval Air Station Cecil Field • Helped secure passage of federal legislation to convey surplus land owned by the U.S. Coast Guard to the City of Jacksonville for new waterfront development • Drafted and secured passage of federal legislation clarifying the consolidated City of Jacksonville/Duval County"urban county"designation in order to ensure the area's continued eligibility for a variety of federal grants Mr. Downs also accomplished the following for other Florida clients: • Assisted Leon County and the Town of Longboat Key with federal legislative advocacy • As federal legislative advocate for Nova Southeastern University(NSU),Mr. Downs helped obtain the support of the U.S. Department of the Interior and the Florida congressional delegation for co-location of U.S. Geological Survey(USGS) Everglades Program researchers with university faculty in Broward County. The USGS and NSU have since collaborated on inter-disciplinary research involving greater Everglades restoration efforts, hydrology and water resources. Mr. Downs also assisted NSU with efforts to obtain funding for programs to benefit minority youth as well as senior citizens, and he assisted NSU's Shepard Broad Law School with its federal government relations objectives. • Mr.Downs represents Florida Keys Community College in connection with a national higher education"centers of excellence" consortium program in maritime workforce training. This effort has the support of Monroe County and other Florida local governments, Governor Rick Scott, and the Florida Congressional delegation. John Wayne Smith, a member of our team for the City of Ocoee,is a resident of Florida who has represented several of Florida's largest cities and counties as well as Florida local government statewide associations, including the Florida Association of Counties, the Florida ( League of Cities, and the Florida Municipal Electric Association. 15 Downs Government Affairs City of Ocoee January 19,2016 RFP#i6-ooi Prior Government Service of DGA Team Members House Committee Experience A DGA team member has served as professional staff at the House Oversight&Government Reform Committee. Additionally, DGA team members have served in the offices of members of the following U.S. House of Representatives committees: Agriculture Committee Homeland Security Committee Appropriations Committee Merchant Marine&Fisheries Committee Armed Services Committee Oversight&Government Reform Committee Budget Committee Science,Space&Technology Committee Education &the Workforce Small Business Committee Committee Ways&Means Committee A DGA team member has also served in the offices of the Chairman of House Republican Conference, and the Chairman of the National Republican Congressional Committee. Senate Committee Experience A DGA team member has served as professional staff at the Senate Commerce, Science and / Transportation Committee. Additionally, DGA professionals have served members of the following Senate committees: Agriculture, Nutrition&Forestry Commerce, Science&Transportation Appropriations Finance Banking, Housing&Urban Health, Education, Labor&Pensions Development Environment&Public Works Budget Rules&Administration A DGA team member has also served at the National Republican Senatorial Committee. Executive Branch Service DGA professionals have served as political appointees in federal Executive Branch agencies. The following provides a list of federal agencies where DGA professionals have served: Executive Office of the President (White House) Department of State • Office of Public Liaison Department of Transportation • Domestic Policy Council Department of the Treasury • Office of the Vice President Federal Emergency Management Agency • Office of the First Lady Federal Railroad Administration Department of Education General Services Administration Department of Health &Human Services Maritime Administration Department of Labor U.S.Agency for International Development 16 Downs Government Affairs City of Ocoee January 19, 2016 RFP#16-ooi ( Capabilities of the DGA Team to Represent the City of Ocoee in Washington Our team can help the City of Ocoee through our experience and established relationships with the federal government,business leaders and community organizations. We are prepared to do all that is necessary to support the City as it works its way through technical, strategic, transactional and other considerations. We can assist the City in every aspect of federal public policy advocacy before both the legislative and executive branches. Our experience and expertise includes: • The legislative process —from bill introduction to House-Senate conference committee • Drafting legislation and related advocacy materials • Regulatory matters — across a broad spectrum of federal agencies • Coalition building and grassroots coordination • Working effectively with Congressional offices • Coordination with Executive Branch offices Our team monitors legislation,legislative activities,and policies on Capitol Hill that relate to four clients'interests. We work closely with clients to continually assess and evaluate political risks and opportunities that enable us to establish primary objectives. We develop and execute comprehensive strategies to achieve those objectives. We are often called upon to prepare advocacy materials, including proposed statutory language and related legislative history,and detailed briefing materials and talking points. Our professionals counsel clients on how to organize, coordinate and manage constituencies in support of our clients'goals. Ability to coordinate with Members of Congress,.federal agencies and the White House: DGA attorneys and professionals previously worked on Capitol Hill. A number of our professionals have held senior positions in the White House and a dozen other federal government agencies. Our team includes the former FEMA Chief of Staff,Maritime Administrator,Education Advisor to First Lady Laura Bush, and senior staff in other agencies. Not only has this provided our team with an insider's view of the workings of these agencies,it has also given us the opportunity to build, develop and maintain contacts with key officials in each agency. Our relationships with key members of both parties will enable us to advocate on the City's behalf,regardless of election outcomes. Ability to facilitate communications and meetings with Members of Congress and the Administration: DGA team members have been providing legislative services to clients for many years. Our services often require communications and meetings with members of Congress and the administration. We maintain regular communications with key House and Senate members and staff, including committee staff,to learn about important developments, and to schedule meetings. DGA will ensure that the City is kept abreast of ( developments and has the opportunity to meet with key decision-makers. 17 Downs Government Affairs City of Ocoee January 19, 2016 RFP#16-001 Resources to help facilitate meetings with and communications between committee leadership and senior stqffi Downs Government Affairs is able to facilitate meetings with and communications between congressional committee leadership and senior staff. In particular, DGA benefits from close, bipartisan working relationships with the committees that have jurisdiction over matters of priority concern to municipal governments. This includes the House Committee on Transportation and Infrastructure, House Committee on Armed ' Services, Senate Committee on Environment and ,` Public Works, Senate Committee on Armed Services, Senate Committee on Commerce, Science and Transportation,and the House and Senate AO, Committees on Appropriations,including the Appropriations Subcommittees on Energy and Water Development,Transportation, Housing and Urban Development, and Interior and the Environment,among others. In consultation with the City, DGA will define clear goals and objectives,specific to the City. The results of our consultation will enable us to optimize our meeting plans, participant lists, agendas and schedules. We will use the Florida delegation as our base of support for the City's legislative objectives, and expand the City's reach using our relationships with other members and committees. Our strategy will include meetings with the Florida delegation and key ( committee and subcommittee leadership for authorization and appropriations matters, and with key executive branch staff with jurisdiction over the City's issues. Leveraging Grassroots Outreach: Our team routinely organizes grassroots coalitions in order to help clients meet their objectives by identifying businesses, and organizations that are stakeholders in the interests of our clients and work with them to build a formal or informal coalition. DGA attorneys and professionals have extensive experience in leveraging grassroots support for federal legislative and government affairs initiatives. Representative examples of our experience are below. • As part of advocacy for designation of the Potomac River and St.Johns rivers under the White House American Heritage Rivers Initiative,Mr. Downs coordinated grassroots advocacy and succeeded in securing White House designation of these rivers under the program. This involved coordinating with public and private sector stakeholders for the Potomac River designation from Virginia, Maryland,West Virginia and Washington, DC, and garnering support of the congressional delegations from those states and the District. For the St.Johns River,he coordinated the involvement of numerous stakeholders involving Florida local academia and environmental organizations. • In advocating for a project involving dredging and rehabilitation of jetties at the Shinnecock Inlet,on Long Island,New York,Mr. Downs coordinated advocacy by key stakeholders including Long Island baymen,local homeowners, Shinnecock Indians, and entertainer Billy Joel,who visited Washington for meetings with the Speaker of the House, Senate Majority Leader, and key congressional committee leaders. This 18 Downs Government Affairs City of Ocoee January 19,2016 RFP #16-oo1 advocacy succeeded in persuading leaders to provide a 5o-year commitment to maintain the Shinnecock Inlet, overcoming White House and USACE opposition. • In advocating for a flood protection and visitor access improvement project for the National Mall in Washington, DC,Mr. Downs has coordinated grassroots advocacy involving a coalition of stakeholders including the DC Government (including the Office of Planning, DC Department of the Environment, DC Department of Transportation, and DC Water), tourism agencies and museums,the Smithsonian Institution, and others. This project is now the subject of preconstruction study led by USACE. • In a new legislative initiative to create a federally funded"centers of excellence" program in maritime workforce training, Mr. Downs has developed a grassroots coalition of community and technical colleges and their allies along the Atlantic, Gulf of Mexico, and Pacific and Great Lakes coasts. We are working with these institutions to mobilize support from maritime industry,port authorities,pilots'organizations and others, to advocate for passage of proposed maritime workforce training centers of excellence legislation. This project involves close coordination with the Maritime Administration, Coast Guard, U.S. Department of Labor and other federal agencies, and with congressional offices. 3) References for Similar Projects (RFP Section 16, p. 16,"Sec. 2, 3)") Client City of Agoura Hills, California Name and Title: Greg Ramirez, City Manager Client contact Phone Number: 818.597.7311 Relevant consultant Thomas C. Downs Client City of Kissimmee, FL Name and Title: Don Smallwood, City Attorney Client contact Phone Number: 407.847.2821 Relevant consultant John Wayne Smith Client City of San Antonio,TX Name and Title: Jeff Coyle, Director of Intergovernmental Client contact Relations Phone Number: 210.20 . •10 Relevant consultant Thomas C. Downs 19 Downs Government Affairs City of Ocoee January 19, 2016 RFP#i6-ooi Client City of Winter Park, FL Name and Title: Randy Knight, City Manager Client contact Phone Number: 407.599.3399 Relevant consultant John Wayne Smith 4) Any Relevant Litigation(RFP Section 16,p. 16, "Section 2,4)") The Contractor has not been involved in litigation. Section 3 — Methodology Including Technical Approach and Respondent's Understanding of the Scope of Services(RFP Sec. 16,p. 16, "Section 3") DGA professionals have developed a systematic methodology and approach to federal lobbying representation that has proven effective with regard to policy,legislation and appropriations. Central to our numerous successes has been developing, initially, an in-depth understanding of the client's objectives, concerns and issues across a broad range of issue areas —particularly with respect to issues that the client has determined to be priorities. Next,we fashion a strategy tailored to the client, taking into account factors such as the legislative and political environment, potential allies,key relationships and available resources. If we are selected to represent the City of Ocoee,we will follow this approach,tailored to meet • the City's needs. Our primary goal will be to combine the strengths of the City and our consulting firm into a plan of action designed to achieve the City's objectives. Our approach includes 24/7 availability to ensure the City reaps the full benefits of our services. Downs Government Affairs'approach to Scope of Services requirements is presented below. Downs Government Affairs'Approach to Representing the City of Ocoee Establish the team and manage the relationship DGA Principal Thomas Downs will serve as Project Manager and will coordinate provision of services to the City for issues assigned to our firm. Mr. Downs will lead our team, ensure that DGA arranges for Lobbying Disclosure Ace registration, make staff assignments,handle billing and contract compliance, and serve as the primary point of contact for the City. 20 Downs Government Affairs City of Ocoee January 19,2016 RFP#16-ooi l Downs Government Affairs'Approach to Representing the City of Ocoee Define issues We will take appropriate steps to ensure that all team members —designated City personnel and DGA—understand every issue, the underlying policy considerations driving the issue, the potential outcomes,the City's desired outcome, and factors that could have an impact on the outcome. We will begin by reviewing the City's legislative requests and priorities for recent years. To understand and define issues fully, and to ensure a strong, consistent legislative program,we will integrate our efforts with the City. We also will identify those aspects of the City's requirements that differentiate the City's interests and operations from similarly situated municipalities; identify niche areas that are relevant to the City and that are proposed to be addressed in legislation,including areas that are not readily apparent; and conduct preliminary reviews of relevant internal documents, as needed. Establish funding strategy and legislative agenda We will work closely with City personnel to assess and evaluate key political issues and opportunities that enable us to define and establish primary objectives. We will develop a comprehensive strategy and federal legislative agenda to achieve those objectives,based on our experience,knowledge and findings with regard to any specific matter. Our legislative strategies will be consistent with the City's objectives and the requirements of the RFP,will minimize risk to the City, and will be both legal and ethical. Our collaborative method of strategy development ensures that DGA's team will be in sync with the City's objectives. Once the City has approved our recommended strategy or otherwise made a final determination with regard to strategy,we will match the appropriate team members to matters assigned to us,based on the knowledge. DGA will provide a full range of lobbying, legislative counsel and advocacy services. Implement the City's funding strategy and legislative agenda DGA will provide the full range of legislative representation services, as specified in the Scope of Services, devoting sufficient time to ensure that our lobbying,legislative counsel, funding efforts and advocacy services are sufficient to implement the City's program successfully. We will work in coordination with the City to ensure a cohesive effort. We also will meet all reporting and meeting attendance requirements. With regard to funding, municipalities often focus on the appropriations subcommittees that are relevant to their interests as the primary source of funding. We bring our experience to bear as we identify and analyze other unique opportunities. DGA will craft the most appropriate strategy and action plan,in consultation with the City,taking into consideration the City's requirements,the political environment and other factors. Our team will perform in a collaborative manner that capitalizes on the strengths of both our team and the City. 21 Downs Government Affairs City of Ocoee January 19, 2016 RFP#i6-ooi ( Staffing and Project Administration. Thomas Downs will serve as Project Manager for the City of Ocoee representation, and will assign tasks to other team members as appropriate. DGA professionals cover a broad array of federal policy matters. For example: • For transportation matters,we will involve Dave Matsuda,who served as a senior U.S. DOT official, and John Brimsek,who has represented municipalities and rail companies on policy matters affecting all modes of transportation for over 25 years. • For matters involving national defense,including preparation for the next Base Realignment and Closure (BRAC) cycle,we will turn to former Congressman George Hochbrueckner,who served on the Committee on Armed Services and previously spent 25 years as an aerospace engineer under contract for the Navy. • Concerning preparations for and response to hurricanes and other disaster events,we will involve Jane Bullock and George Haddow,who previously served as chief of staff and deputy chief of staff,respectively, at FEMA. To ensure high-quality client service, our approach includes: Ensuring Responsiveness: Maintaining strong lines of communication with the City will be critical to successful promotion of the City's agenda. Our team takes communication seriously. DGA will provide regular status reports and will remain easily accessible and available to respond to the City's needs. City personnel may contact us at any time, and will receive a prompt response. Ensuring Issue Resolution and Timeliness: We will handle the City's matters and resolve issues in as timely and cost-effective a manner as possible. We will establish and manage schedules for every project,with the City's concurrence. This includes monitoring the schedule,with the City's participation, and identifying and addressing any variables that are likely to have an impact on the desired timeline or outcome. Respondent's Understanding of the Scope of Services Downs Government Affairs understands that the City of Ocoee seeks representation by a consultant in Washington, D.C. in order to advance the City's interests in connection with the federal government. This includes representing the City's interests in discussions with members of the U.S. Congress, Congressional staff,federal agencies, and other key individuals and offices at the national and regional levels. Monitoring Important Developments in Washington. DGA will serve as the City of Ocoee's"eyes and ears"in Washington. We will gather key information for the City,and present the City's viewpoint on matters of interest to the City of Ocoee and its residents. As a matter of standard operating procedure, on behalf of the City, DGA will: • Attend budget briefings sponsored by the White House and federal agencies. 22 Downs Government Affairs City of Ocoee January 19,2016 RFP#16-ooi • Participate in meetings,briefings and webinars sponsored by federal agencies,national associations, think-tanks and others addressing priority public policy topics. • Attend legislative authorization and appropriations committee hearings and markups. • Monitor the activities, conferences and agenda items of the National League of Cities, U.S. Conference of Mayors,National Association of Counties, and other national associations and organizations. • Maintain communication with the State of Florida office in Washington,in order to leverage support from the Governor and members of the Governor's cabinet for City of Ocoee efforts, as appropriate. • Provide you with real-time feedback on breaking developments in Washington,via telephone, email, and in detailed memorandum format, as appropriate We will also monitor legislation proposed by others, and advise the City of pertinent developments in order to be in a position to support or oppose relevant measures. Our firm works with Congressional delegations throughout the nation on behalf of municipal clients. Developing Top-Quality Legislative Work Product on behalf of the City. We will develop legislation as appropriate to advance the City's interests. This is likely to include bills and amendments to be considered in Congressional committees and on the House and Senate floor, as well as provisions to be adopted in House-Senate Conference Committees. In addition,we will draft accompanying advocacy materials, including: • Letters of support from the City and allies • Talking points for use in meetings • "Dear Colleague"letters for use by Members of Congress • Committee and floor statements • Press releases A recent example of our work is bipartisan legislation introduced in September 2015 to appropriate funding for construction of a new federal courthouse in San Antonio, TX. DGA Principal Thomas Downs drafted this legislation for Rep. Henry Cuellar(D-TX), and secured the support and co-sponsorship of Reps.Will Hurd(R-TX), Lamar Smith(R-TX),Joaquin Castro (D-TX) and Lloyd Doggett(D-TX). Working with these Texas delegation members and Senator John Cornyn (R-TX),the Senate Majority Whip,Mr. Downs succeeded in securing $135 million in the FY 2016 Omnibus Appropriations Act for construction of a new federal courthouse for the Western District of Texas. In leading this project,Mr. Downs drew from his experience in obtaining an appropriation of$86 million for construction of the Jacksonville, 23 Downs Government Affairs City of Ocoee January 19,2016 RFP#16-ooi Florida federal courthouse— defying a White House moratorium on new courthouse construction. We will also develop regulatory materials to advance the City's interests before federal agencies. Downs Government Affairs benefits from close working relationships with the White House numerous federal agencies, developed over the past 3o years. DGA will draft and/or present testimony on behalf of the City to key Congressional committees and regulatory agencies, as needed. Organizing the City's Visits to Washington, D.C. DGA will provide full support to City of Ocoee elected officials and staff in planning and conducting visits to r D, Washington, D.C. This will include preparation of {J� F rx °r�1 4�, r ¢ itineraries together with background briefing materials �,y ,,; related to all legislative and executive agency meetings r • 1 and associated issues. We will ensure that the City is ,ar fully briefed before conducting meetings in Washington �5 and other locations on federal government issues. We will accompany the City on all Washington, D.C. meetings. Following those visits,we will provide you with trip reports, and follow up with legislators and agency personnel as needed to express appreciation for their time and consideration, answer any questions that may have been posed during meetings, and otherwise ensure that the City's goals are met. We will also help to ensure that the needs of City officials are met while in Washington, D.C. This is likely to include recommendations concerning hotels/lodging,providing car service, and organizing and attending meals and social events. DGA's team frequently hosts social gatherings attended by Members of Congress, Congressional staff, and Executive Branch officials. We would be pleased to organize such events for the City of Ocoee,to involve the Florida Congressional delegation and relevant federal agency staff. Preparing for the Presidential Transition Beginning in the fourth quarter of 2016 and continuing into early 2017, DGA will assist the City by interacting with the transition team supporting the incoming President of the United States. We will provide transition team members with briefings concerning the City's priority agenda items. We benefit from our team's experienced in serving on Presidential transition teams, and in interacting with transition team leaders over the past 30 years. Compliance with Relevant Local,State and Federal Regulations. DGA will ensure compliance with all relevant local,state and federal regulations that may pertain to our Federal Lobbyist Services contract. We will ensure full compliance with the terms of the Lobbying Disclosure Act,including filing of quarterly reports to the U.S. House and Senate. £4 Downs Government Affairs City of Ocoee January 19, 2016 RFP#16-oo1 We view DGA's team as an extension of the City's elected and appointed leadership, and its intergovernmental relations team. As such,we are attentive to all pertinent laws and regulations. We will represent the City in an ethical and legal manner. At all times, our actions, conversations and work product will reflect favorably on the City and its residents. It is our honor and privilege to respond to the City of Ocoee's RFP. We greatly appreciate your consideration, and would be happy to answer any questions you may have. r 25 EXHIBIT " PRICE PROPOSAL`B FORM RFP 16-001 FEDERAL LOBBYIST SERVICES 1. Annual Lump Sum not-to-exceed Maximum Amount: $ 110,000 110,000 dollars and 0 cents 2. Hourly Rate for Additional Services(i.e.Travel &Related Expenses): $ 400 400 dollars and 0 cents Attach additional sheets if necessary. Downs Government Affairs Company Name Thomas C. Downs Authorized Officer(print) /11) • Authorized Signature January 12, 2016 Date RFP16-001 Federal Lobbyist Services 19 RFP #16-001 COMPANY INFORMATION/SIGNATURE SHEET FAILURE TO COMPLY WITH THE RFP INSTRUCTIONS WILL RESULT IN DISQUALIFICATION OF YOUR PROPOSAL. PLEASE SIGN BELOW ATTESTING THAT YOU HAVE READ AND UNDERSTAND ALL RFP INSTRUCTIONS AND THAT YOU UNDERSTAND THAT THE SUCCESSFUL RESPONDENT WILL BE REQUIRED TO ENTER INTO A LEGALLY BINDING CONTRACT WITH THE CITY OF OCOEE. Downs Government Affairs (202) 403-2302 COMPANY NAME TELEPHONE(INCLUDE AREA CODE) FAX (INCLUDE AREA CODE) tcdowns @downsgovaffairs.com E-MAIL ADDRESS IF REMITTANCE ADDRESS IS DIFFERENT AUTH•RIZED SIGNAT T (manual) FROM PURCHASE ORDER ADDRESS, PLEASE INDICATE BELOW: Thomas C. Downs, Principal NAME/TITLE(PLEASE PRINT) 1629 K Street, N.W., Suite 300 ' STREET ADDRESS Washington, D.C. 20006 CITY STATE ZIP FEDERAL ID# 47-5595264 Individual Corporation Partnership Other(Specify) _ Sworn to and subscribed before me this ,.,'2_ day of {�il{�(aY ,20 I r0. Personally Known or Produced Identification Vec E)) Notary Public—State . Vl1%v� (Type of Identification) Co of r 1'r %%%% p.NIsf``'�, ;6.Z1 REG # ei:�i' C�:N: Signature of to ary •Public = i COMMISSION /� } �/� EXPIRES :2: S.10-on Sri���.Y I I I1n 9/30/2018a Printed,Typed or Stamped Commissti'fr q;Thy p,`% %%%% Name of Notary Public RFP16-001 Federal Lobbyist Services 20 14. SUMMARY OF LITIGATION: Provide a summary of any litigation, claim(s), proposal disputes, or contract dispute(s) filed by or against the Respondent in the past five (5) years that is related to the services that the Respondent provides in the regular course of business. The summary shall state the nature of the litigation, claim, or contact dispute, a brief description of the case, the outcome or projected outcome, and the monetary amounts involved. If none, please so state. (Attach additional sheets, if necessary) 15. ACKNOWLEDGMENT OF ADDENDA: Respondent acknowledges receipt of the following addenda, if any: No. Dated ,/J 6/v 0‘4 t CC No. Dated No. Dated (,1.)s 16. SUBMITTALS/PROPOSAL FORMAT: / { ( Z — The City of Ocoee requires comprehensive responses to every section within this RFP. To facilitate the review of the responses, Respondents shall follow the described proposal format. The intent of the proposal format requirements is to expedite review and evaluation. It is not the Intent to constrain Respondents with regard to content, but to assure that the specific requirements set forth in this RFP are addressed in a uniform manner amenable to review and evaluation. Submissions shall be limited to a total of forty (40) 8.5"x 11" pages (excluding front and back covers, dividers, table of contents, and all forms included in this RFP), single-sided, portrait orientation, 12-point font, and contained in a three-ring binder or other format amenable to easy photocopying. The page limit applies to the material contained in sections 1 thru 4 of the proposal, as described below. The person signing the proposal on behalf of the Respondent shall have the legal authority to bind the Respondent to the submitted proposal. Failure to adhere to the stated page limit or provide the required content may subject your proposal to disqualification. In order to simplify the review process and obtain the maximum degree of comparison, the Respondent must provide the following content when responding to the RFP: RFP16-001 Federal Lobbyist Services 15 Mayor Commissioners Rusty Johnson John Grogan, District 1 Rosemary Wilsen, District 2 City Manager AngelRoe de la Portillo, District 3 Robert Frank Joel F. Keller, District 4 ocoee florida CITY OF OCOEE REQUEST FOR PROPOSALS RFP #16-001 FEDERAL LOBBYIST SERVICES City of Ocoee• 150 N Lakeshore Drive•Ocoee,Florida 34761 phone: (407)905-3100•fax:(407)905-3194•www.ocoee.org 4 `� gas •w, Co-4 g, �''EAR _ -G _ .• �` am»p''a m g RFP DOCUMENTS Section Page Legal Advertisement 3 Proposal Instructions 4 - 6 General Terms & Conditions 7 - 16 Summary of Litigation*, p. 14 Acknowledgement of Addenda*, p.14 SCOPE OF SERVICES, PROPOSAL FORM Section Page Exhibit A— Scope of Services 17 Exhibit B— Price Proposal Form* 18 Company Information/Signature Sheet* 19 *Submit with Proposal End Table of Contents 2 RFP16-001 Federal Lobbyist Services Request for Proposals, Legal Advertisement The City of Ocoee, Florida (City) is soliciting sealed proposals for RFP #16-001 FEDERAL LOBBYIST SERVICES. Proposals will be received at the office of Joyce Tolbert, CPPB, Purchasing Agent, Finance Department/Purchasing, Second Floor, 150 North Lakeshore Drive, Ocoee, Florida 34761 until 2:00 pm, local time, on January 19, 2016. Proposals received after that time will not be accepted under any circumstances. Sealed proposals that have been timely received will be publicly opened and the names of the responding firms read aloud at that time. No Pre- proposal conference is scheduled at this time. Prospective respondents may secure a copy of the documents required for submitting a proposal through Onvia/Demandstar by accessing the City's website at http://www.ocoee.org under the "Businesses/Working with the City" section. Partial sets of the documents required for submitting a proposal will not be issued. By using Onvia/Demandstar, prospective respondents will be provided with all information regarding this RFP and addenda and changes to the project requirements. Membership with Onvia/Demandstar is not required to submit a proposal; fees may apply for non-members. Persons other than prospective Respondents may inspect the documents required for submitting a proposal at the Ocoee City Hall City Clerk's Office, 150 N. Lakeshore Drive, Ocoee, FL 34761. Persons inspecting the documents at the City Clerk's office that request copies will be required to pay a fee, as prescribed by statute. Beth Eikenberry, City Clerk, Orlando Sentinel, December 20, 2015. RFP16-001 Federal Lobbyist Services 3 CITY OF OCOEE REQUEST FOR PROPOSALS (RFP) #16-001 FEDERAL LOBBYIST SERVICES A. Sealed proposals for RFP #16-001 will be received by the City of Ocoee, hereinafter called "City," from any person, firm, corporation, or agency, hereinafter called "Respondent", "Firm", or "Consultant," submitting a proposal for the services being solicited. Each Respondent shall furnish the information required on the proposal form supplied and each accompanying sheet thereof on which an entry is made. Proposals submitted on any other format shall be disqualified. Proposals must be typewritten or handwritten using ink; do not use pencil. Proposal documents must be submitted under the signature of a legally responsible representative, officer, or employee and should be properly witnessed and attested. All proposals should also include the name and business address of any person, firm, or corporation interested in the proposal, either as a principal, member of the firm, or general partner. If the Respondent is a corporation, the proposal should include the name and business address of each officer, director, and holder of 10% or more of the stock of such corporation. B. Any questions or concerns regarding this RFP should be addressed in writing to the Finance Department/Purchasing, City of Ocoee, FL, Attention: Joyce Tolbert, Purchasing Agent (407) 905-3100, extension 1516 and email itolbert(c ci.ocoee.fl.us, and must be received not later than January 12, 2016, at 2:00 p.m. in order to receive an answer. Any clarifications/changes will be only through written addenda issued by the Purchasing Agent. Respondents should not contact City staff, with the exception of the Purchasing Agent, or other City consultants for information regarding this RFP before the proposal award date. Any contact with any other member of the City Staff, City Commission, or its agents during the solicitation, award, and protest period may be grounds for disqualification. C. Proposals must describe the qualifications of the firm planning to provide services. The proposal shall be presented as one (1) original and three (3) copies. The entire proposal package shall be received by the Finance Department/Purchasing not later than 2:00 P.M., local time, on January 19, 2016. Proposals received by the Finance Department/Purchasing after the time and date specified will not be considered, but will be returned unopened. "Postage Due" items will not be accepted. Proposals or any information transmitted by fax or e-mail will not be accepted. Proposals shall be delivered in a single sealed envelope/package, clearly marked with the RFP number, title, and closing date and time, to: City of Ocoee Finance Department/Purchasing Attention: Joyce Tolbert, CPPB, Purchasing Agent 150 N. Lakeshore Drive Ocoee, FL 34761-2258 D. No Pre-bid conference is scheduled at this time. E. Proposals will be reviewed by an evaluation committee appointed by the City Manager and will be ranked in accordance with the established evaluation criteria. Date, time, and location of any scheduled evaluation committee meeting(s) for this RFP will be noticed publicly and on Demandstar. The evaluation committee shall supply a ranked list of the proposing firms and a recommendation regarding which firm should be awarded the term contract by the City Commission. The City Commission's decision to endorse or modify the ranking by staff shall RFP16-001 Federal Lobbyist Services 4 be final. Please be aware that all City Commission meetings are duly noticed public meetings and that all documents submitted to the City as a part of a proposal constitute public records under Florida law. F. All Respondents shall thoroughly examine and become familiar with this RFP package and carefully note the items specifically required for submission of a complete proposal. G. Submission of a proposal shall constitute an acknowledgment that the Respondent has complied with the instructions of this RFP. The failure or neglect of a Respondent to receive or examine a document shall in no way relieve it from any obligations under its proposal or the contract. No claim for additional compensation will be allowed based upon a lack of knowledge or understanding of any of the contract documents or the scope of services. Proposals shall be in compliance with the contract documents and scope of services. All costs to prepare and submit proposals shall be the responsibility of the Respondent and the City shall make no reimbursement of any kind. H. Any response by the City to a request for information or correction will be made in the form of a written addendum, which will be distributed via Demandstar. It shall be the responsibility of each Respondent to obtain a copy of all issued Addenda. The City reserves the right to issue Addenda concerning the date and time when proposal acceptance shall close at any time up to the date and time set for proposal closing. In this case, proposals that have been received by the City prior to such an addendum being issued will be returned to the Respondent, if requested, unopened. In case any Respondent fails to acknowledge receipt of any such Addendum in the space provided in the RFP documents, its proposal will nevertheless be construed as though the Addendum had been received and acknowledged. Submission of a proposal will constitute acknowledgment of the receipt of the RFP Documents and all Addenda. Only interpretations or corrections provided by written Addenda shall be binding on the City. Respondents are cautioned that any other source by which a Respondent receives information concerning, explaining, or interpreting the RFP Documents shall not bind the City. I. Any of the following causes may be considered sufficient for the disqualification and rejection of a proposal: a) Submission of more than one (1) proposal for the same work by an individual, firm, partnership, or corporation under the same or different name. For purposes of this subparagraph, firms, partnerships, or corporations under common control may be considered to be the same entity; b) Evidence of collusion between or among the Respondents; c) Being in arrears on any existing contracts with the City or in litigation with the City, or having defaulted on a previous contract with the City; d) Poor, defective, or otherwise unsatisfactory performance of work for the City or any other party on prior projects that, in the City's judgment and sole discretion, raises doubts as to the Respondent's ability to properly perform the services; or e) Any other cause that, in the City's judgment and sole discretion, is sufficient to justify disqualification of Respondent or the rejection of its proposal. J. CONVICTED VENDOR LIST (PUBLIC ENTITY CRIME). A person or affiliate who has been placed on the convicted vendor list following a conviction for a public entity crime may not submit a proposal on an award to provide any goods or services to a public entity, may not submit a proposal on an award with a public entity for the construction or repair of a public building or public work, may not submit proposals on leases of real property to a public entity, RFP16-001 Federal Lobbyist Services 5 may not be awarded or perform work as a Contractor, Supplier, Subcontractor, or Consultant under an award with any public entity, and may not transact business with any public entity in excess of the threshold amount provided in section 287.017 for Category Two for a period of 36 months from the date of being placed on the convicted vendor list. [See Florida Statute 287.133 (2) (a).] K. FLORIDA PUBLIC RECORDS LAW. In accordance with Chapter 119 of the Florida Statutes, and, except as may be provided by Chapter 119 of the Florida Statutes and other applicable State and Federal Laws, all Respondents should be aware that the proposal and the responses thereto are in the public domain and are available for public inspection. Respondents are requested, however, to identify specifically any information contained in their proposal that they consider confidential and/or proprietary and which they believe to be exempt from disclosure, citing specifically the applicable exempting law. All proposals received in response to this request for proposals become the property of the City of Ocoee and will not be returned. In the event of an award, all documentation produced as part of the contract will become the exclusive property of the City. L. ACCEPTANCE AND AWARD. No proposal may be withdrawn and all proposed prices shall remain firm for a period of ninety (90) days after the time and date scheduled for the proposal deadline. A request for withdrawal or modividation of a proposal may be submitted to the Purchasing Agent, in writing, at any time prior to the deadline for submitting bids. After expiration of the deadline for receiving bids, no bid may be withdrawn or modified. The City reserves the right to accept or reject any or all proposals, to waive formalities, technicalities or irregularities, to request clarification of information submitted in any proposal, or to re-advertise for new proposals. The City may accept any item or group of items of any proposal, unless the Respondent qualifies its proposal by specific limitations. The City may accept one or more proposals if, in the City's discretion, the City determines that it is in the City's best interest to do so. The City reserves the right to award the contract to the Respondent(s) which, in the City's sole discretion, is (are) the most responsive and responsible. The City reserves the right, as an aid in determining which proposals are responsible, to require a Respondent to submit such additional evidence of Respondent's qualifications as the City may deem necessary, and may consider any evidence available to the City of the financial, technical, and other qualifications and abilities of a Respondent, including past performance (experience)with the City and others. The City Commission shall be the final authority in the selection of any and all proposals for acceptance and award. (Remainder of page left blank intentionally) RFP16-001 Federal Lobbyist Services 6 RFP #16-001 GENERAL TERMS & CONDITIONS: 1. BID SECURITY: None Required. 2. PERFORMANCE BOND: None Required. 3. PATENT INDEMNITY: Except as otherwise provided, the successful Respondent agrees to indemnify the City and its officers, agents, and employees against liability, including costs and expenses, for infringement upon any letters patent of the United States arising out of the performance of this contract. Further, the Respondent shall fully indemnify, defend, and hold harmless the City and its officers, agents, and employees from any suits, actions, damages, and costs of every name and description, including attorneys' fees, arising from or relating to violation or infringement of a trademark, copyright, patent, trade secret, unpatented invention, or intellectual property right. If the Respondent uses any design, device, or materials covered by letters, patent, or copyright, it is mutually agreed and understood without exception that the proposal price shall include all royalties or cost arising from the use of such design, device, or materials. 4. PRICING: Pricing should be provided as indicated on the Proposal Form attached as Exhibit B. Cost of preparation of a response to this RFP is solely that of the Respondent and the City assumes no responsibility for such costs incurred by the Respondent. The Proposal Form may not be completed in pencil. All entries on the Proposal Form shall be legible. The City reserves the right, but does not assume the obligation, to ask a Respondent to clarify an illegible entry on the Proposal Form. If the Proposal Form requires that the proposed price, or constituent portions of the proposed price, be stated in unit prices and total price; the unit prices and the total price for the stated number of units identified on the Proposal Form should be provided by the Respondent and be correctly computed. If there is an arithmetical conflict between the unit price stated by the Respondent on the Proposal Form and the total price stated by the Respondent on the Proposal Form, the unit price stated by the Respondent on the Proposal Form shall take precedence. The City may unilaterally correct such arithmetical conflict on the Proposal Form to calculate the total price, utilizing the unit prices that have been identified by the Respondent. The taking of such action by the City shall not constitute grounds for the Respondent to withdraw its proposal nor shall it provide a defense constituting discharge of the proposal bond. The City reserves the right, but does not assume the obligation, to waive any mistake, omission, error, or other irregularity that may appear on the Proposal Form. However, the City reserves the right to reject Proposal Forms that are incomplete or contain information that is not required as being non-responsive. RFP16-001 Federal Lobbyist Services 7 a) The prices have been arrived at independently, without consultation, communication, or agreement for the purpose of restriction competition, as to any matter relating to such prices with any other Respondent or with any competitor; b) Unless otherwise required by law, the prices which have been quoted in this proposal have not been knowingly disclosed by the Respondent and will not knowingly be disclosed by the Respondent prior to opening, directly or indirectly to any other Respondent or to any competitor; c) No attempt has been made or will be made by the Respondent to induce any other person or firm to submit or not to submit a proposal for the purpose of restricting competition. Every contract, combination or conspiracy in restraint of trade or commerce in this State is unlawful (s. 542.18, Florida Statutes, and all applicable federal regulations); d) Respondent warrants the prices set forth herein do not exceed the prices charged by the Respondent under a contract with the State of Florida Purchasing Division; and e) Respondent agrees that supplies/services furnished under this proposal, if awarded, shall be covered by the most favorable commercial warranties the Respondent gives to any customer for such supplies/services and that rights and remedies provided herein are in addition to and do not limit any rights offered to the City by any other provision of the proposal award. f) The Respondent represents that the article(s) to be furnished under this RFP is (are) new and unused (unless specifically so stated) and that the quality has not deteriorated so as to impair its usefulness. 5. AWARD CRITERIA: The contract will be recommended to be awarded in accordance to the Evaluation Criteria contained in this RFP. 6. BID PROTESTS: All Bid Protests shall be submitted to the Purchasing Agent in the following manner: a) A Respondent shall file a written proposal protest under this Article or be barred any relief; oral protests shall not be acknowledged. b) A bid protest shall be limited to the following grounds: (a) issues arising from the procurement provisions of the RFP, its addenda, and other proposal documents; and/or (b) applicable federal, state, or local law. No bid protest may be based upon questions concerning the design documents (drawings and specifications), if any. The Respondent shall clarify all questions concerning the design documents of the project prior to submitting its proposal. c) The content of the bid protest shall fully state the factual and legal grounds for the protest and the legal basis for the relief requested. d) The bid protest shall be filed with the Purchasing Agent not later than three (3) calendar days after the posting of the notice of intent to award or recommendation of award by staff, whichever is earlier. e) The Purchasing Agent, on behalf of the City, shall make a determination of the merits of the protest not later than five (5) business days after receipt of the protest. If Owner denies the protest, Owner may proceed with award of the contract unless enjoined by order of a court of competent jurisdiction. RFP16-001 Federal Lobbyist Services 8 7. PAYMENT TERMS: a) No payment will be made for materials ordered without proper purchase order authorization or City of Ocoee Visa Purchasing Card. Payment cannot be made until materials, goods, or services have been received and accepted by the City in the quality and quantity ordered. Purchase Order terms are Net 30 days after receipt of approved invoice. b) Any contract resulting from this solicitation is deemed effective only to the extent of appropriations available for the work. c) The City of Ocoee, Florida has Florida Sales & Use Tax Exemption Certificate No. 85- 8013779974C-0; and, pursuant to Chapter 212, Florida Statutes, is exempt from federal excise, state, and local sales taxes. 8. DRUG-FREE WORKPLACE: If applicable, provide a statement concerning the Respondent's status as a Drug-Free Work Place or evidence of an implemented drug-free workplace program. 9. CONTRACT: a) The successful Respondent, herein also referred to as Consultant, will be required to enter into a contract with the City for an initial three (3) years, with two (2), one (1) year automatic renewal options, unless terminated by the City upon the issuance of written notice by the City to the Contractor provided not later than thirty (30) days prior to any anniversary date. Each term is renewable with the condition that the City's obligation to pay under this Agreement for each year is contingent upon the City in its good faith judgment having sufficient funds to make an annual appropriation for the work to be provided under this agreement. b) The City may, in its sole discretion, award any additional services, whether in the existing areas of the scope of work or in any area additional to those in the existing scope of work, to any third party or the City's own employees. 10. CERTIFICATION OF NON-SEGREGATED FACILITIES a) Respondent certifies that it does not and will not maintain or provide any segregated facilities for the Respondent's employees at any of the Respondent's establishments, and that Respondent does not permit Respondent's employees to perform their services at any location under the Respondent's control where segregated facilities are maintained. Respondent agrees that a breach of this certification will be a violation of the Equal Opportunity clause in any contract resulting from acceptance of its Proposal. As used in this certification, the term "segregated facilities" means any waiting room, work areas, time clocks, locker rooms, other storage and dressing areas, parking lots, or drinking facilities provided for employees that are segregated on the basis of race, color, religion, national origin, habit, local custom, or otherwise. Respondent agrees that (except where Respondent has obtained identical certification from proposed contractors for specific time periods) Respondent will obtain identical certifications from proposed subcontractors prior to the award of such contracts exceeding $10,000 that are not exempt from the provisions of the Equal Opportunity clause, and that Respondent will retain such certifications in Respondent's files. b) The non-discriminatory guidelines as promulgated in Section 202, Executive Order RFP16-001 Federal Lobbyist Services 9 11246, and as amended by Executive Order 11375 and as amended, relative to Equal Opportunity for all persons and implementations of rules and regulations prescribed by the U.S. Secretary of labor, are incorporated herein. 11. STATEMENT OF AFFIRMATION AND INTENT: a) Respondent declares that the only persons or parties interested in their proposal are those named herein, that this proposal is, in all respects, fair and without fraud and that it is made without collusion with any other vendor or official of the City of Ocoee. Neither the Affiant nor the above-named entity has directly or indirectly entered into any agreement, participated in any collusion, or otherwise taken any action in restraint of free competitive pricing in connection with the entity's submittal for the above project. This statement restricts the discussion of pricing data until the completion of negotiations and execution of a contract for the described services. b) Respondent certifies that no City Commissioner, other City Official, or City employee directly or indirectly owns assets or capital stock of the Responding entity, nor will directly or indirectly benefit by the profits or emoluments of this proposal. (For purposes of this paragraph, indirect ownership or benefit does not include ownership or benefit by a spouse or minor child.) c) Respondent certifies that no member of the entity's ownership or management is presently applying for an employee position or actively seeking an elected position with the City. In the event that a conflict of interest is identified in the provision of services, Respondent agrees to immediately notify the City in writing. d) Respondent further declares that a careful examination of the scope of services, instructions, and terms and conditions of this RFP has occurred, and that the proposal is made according to the provisions of the RFP documents, and will meet or exceed the scope of services, requirements, and standards contained in the RFP documents. e) Respondent agrees to abide by all conditions of the negotiation process. In conducting negotiations with the City, Respondent offers and agrees that if this negotiation is accepted, the Respondent will convey, sell, assign, or transfer to the City all rights, title, and interest in and to all causes of action it may now or hereafter acquire under the anti- trust laws of the United States and the State of Florida for price fixing relating to the particular commodities or services purchased or acquired by the City. At the City's discretion, such assignment shall be made and become effective at the time the City tenders final payment to the Respondent. The proposal constitutes a firm and binding offer by the Respondent to perform the services as stated. 12. PUBLIC ENTITY CRIME STATEMENT: a) All invitations to proposal, as defined by Section 287.012(11), Florida Statutes, requests for proposals, as defined by Section 287.012(16), Florida Statutes, and any contract document described by Section 287.058, Florida Statutes, shall contain a statement informing persons of the provisions of paragraph (2)(a) of Section 287.133, Florida Statutes, which reads as follows: "A person or affiliate who has been placed on the convicted vendor list following a RFP16-001 Federal Lobbyist Services 10 conviction for a public entity crime may not submit a proposal on a contract to provide any goods or services to a public entity, may not submit a proposal on a contract with a public entity for the construction or repair of public building or public work, may not submit proposals on leases of real property to a public entity, may not be awarded or perform work as a contractor, supplier, subcontractor, or consultant under a contract with any public entity, and may not transact business with any public entity in excess of the threshold amount provided in Section 287.017, for CATEGORY TWO for a period of 36 months from the date of being placed on the convicted vendor list." b) All Respondents that submit a Bid or Proposal to the City of Ocoee are guaranteeing that they have read the previous statement and by signing the submitted documents are qualified to do so under Section 287.133, (2)(a), Florida Statutes. 13. STANDARD INSURANCE REQUIREMENTS: The successful Respondent shall be required to provide evidence of both General (Public & Property) Liability and Professional (Design Errors and Omissions in the amount of $1,000,000), Liability Insurance in the form of a certificate of insurance issued on behalf of the City of Ocoee and naming the City as an additional insured, by companies acceptable to the City at the minimum limits and coverages listed below with deductible amounts acceptable to the City. The selected consultant shall not commence any work in connection with an Agreement until all of the following types of insurance have been obtained and such insurance has been approved by the City, nor shall the consultant allow any subconsultant to commence work on a subcontract until all similar insurance required of the subconsultant has been so obtained and approved. Policies other than Workers' Compensation shall be issued only by companies authorized by subsisting certificates of authority issued to the companies by the Department of Insurance of Florida which maintain a Best's Rating of "A" or better and a Financial Size Category of"VII" or better according to the A.M. Best Company. Policies for Workers' Compensation may be issued by companies authorized as a group self-insurer by F.S. 440.57, Florida Statutes. 1. Loss Deductible Clause: The City shall be exempt from, and in no way liable for, any sums of money which may represent a deductible in any insurance policy. The payment of such deductible shall be the sole responsibility of the General Consultant and/or subconsultant providing such insurance. 2. Workers' Compensation Insurance: The Consultant shall obtain during the life of this Agreement, Worker's Compensation Insurance with Employer's Liability Limits of $500,000/$500,000/$500,000 for all the Consultant's employees connected with the work of this project and, in the event any work is sublet, the Consultant shall require the subconsultant similarly to provide Workers' Compensation Insurance for all of the latter's employees unless such employees are covered by the protection afforded by the Consultant. Such insurance shall comply fully with the Florida Workers' Compensation Law. In case any class of employees engaged in hazardous work under this contract for the City is not protected under the Workers' Compensation statute, the Consultant shall provide, and cause each subconsultant to provide RFP16-001 Federal Lobbyist Services 11 adequate insurance, satisfactory to the City, for the protection of the Consultant's employees not otherwise protected. Include Waiver of Subrogation in favor of the City of Ocoee. 3. Consultant's Public Liability and Property Damage Insurance: The Consultant shall obtain during the life of this Agreement COMMERCIAL AUTOMOBILE COVERAGE, this policy should name the City of Ocoee as an additional insured, and shall protect the Consultant and the City from claims for damage for personal injury, including accidental death, as well as claims for property damages which may arise from operations under this Agreement whether such operations be by the Consultant or by anyone directly or indirectly employed by the Consultant, and the amounts of such insurance shall be the minimum limits as follows: 4. Automobile Bodily Injury Liability & Property Damage Liability • $1,000,000 Combined single limit per occurrence (each person, each accident) • All covered automobile will be covered via symbol 1 • Liability coverage will include hired & non-owned automobile liability • Include Waiver of Subrogation in favor of The City of Ocoee 5. Comprehensive General Liability (Occurrence Form) - This policy should name the City of Ocoee as an additional insured and should indicate that the insurance of the Consultant is primary and non-contributory. • $2,000,000 GENERAL AGGREGATE • $2,000,000 PRODUCTS-COMPLETED OPERATIONS AGGREGATE • $1,000,000 PER OCCURRENCE • $1,000,000 PERSONAL & ADVERTISING INJURY • Include Waiver of Subrogation in favor of the City of Ocoee 6. Subconsultant's Comprehensive General Liability, Automobile Liability and Worker's Compensation Insurance: The Consultant shall require each subconsultant to procure and maintain during the life of this subcontract, insurance of the type specified above or insure the activities of these subconsultants in the Consultant's policy, as specified above. 7. Owner's Protective Liability Insurance: (Not applicable for Federal Lobbyist Services). As applicable for construction projects, providing coverage for the named insured's liability that arises out of operations performed for the named insured by independent consultants and are directly imposed because of the named insured's general supervision of the independent consultant. The Consultant shall procure and furnish an Owner's Protective Liability Insurance Policy with the following limits: $1,000,000, and per occurrence, $2,000,000. Aggregate and naming the City of Ocoee as the Named Insured. 8. Contractual Liability: If the project is not bonded, the consultant's insurance shall also include contractual liability coverage to insure the fulfillment of the contract. NOTE: PUBLIC LIABILITY INSURANCE AND AUTOMOBILE LIABILITY INSURANCE, THE CITY SHALL BE NAMED AS ADDITIONAL INSURED. • $1,000,000 PER OCCURRENCE • $2,000,000 AGGREGATE RFP16-001 Federal Lobbyist Services 12 Commercial Umbrella: • $1,000,000 PER OCCURRENCE • $2,000,000 Aggregate • Including Employer's Liability and Contractual Liability Builders Risk: (Not Applicable for Federal Lobbyist Services). • $100,000 Any (1) Location • $1,000,000 Any (1) Occurrence { AcQgp_ CERTIFICATE OF LIABILITY INSURANCE -x a"uroa13"io TKO=MCAT( *SUED AS A NATTER OR PROeNNTON OILY AIM CONRNE NO MONTS UPON OK CENI,RICATS Nadu.MO CNNOpCATN OM NOT ANLNO,WINO OR /UTERI,*C00NNADE AFTONOSD OT TO ROUCIES Nsidw. MUM=ARRONDMO COVSNAOE I■ MMC 1 .7 n aeos s,...q s.w so... v graintat.•Sane 103400 ---- grain tat MACRE --1 commas RIO 10.0011 Of N*..N*n unm*SwKant ens mans ro mrwrr a CMQ rw wV'iueae*rrsnwrM ,*t i.r.r..,.,we•.Name*er,w.00n•.aa 000.0onn•irt*w•••1 WI 0130111 THE 30114003110103010111110•033301 t 4�MmS50 7 1 0�Y L M.T a 1 1 1.OO�cunamss•aw W0.0a 03 501 r0Y1 N••0 Pi•l0emnl �•..e.�T• e 4pi nwOiNMrwa ors=sow= 1 1,000,000 •Nan wain 150,000 (..m.eNaia.s%f�•n �I I:1_000•00333 ann rw..w*•rt, tom co No se ono *5,000 a....i o masaanl.Wrr•r. 11.000,000 ( rr.00rn•eorpew 32,000,000 i , on unmans un rnrra l i POOR II 1IS �,WC i t111003310111 WW1" ( 101 e•01 LW, *1,000.0o0 . wv.u.o I _..-.._... > ' 03 OW100 MOM 1/0•00.301 OMB w r «os was =KV 30/113 1 �, .eo0nae w,_fv em 1 rl i 1 wr W.o ( 10110 aK WO 1 e0+.ow..003 11,000.000 .im.se.4 l'i-WI,./ I Ne mo. : °°'°°° I: x OcOO ture..0e ( I MO ..o..orw, ..-:500.000 1 r•prre 0.0.CVr.a u moo•M rr•30313*500,000_ _Wm, u sews.Saner,us, 1500,000 oho. I i .my 1 Lane 1G),000 build... nab 1 Any 1 pre 1,000,000 hofOrnis eronsano..foXomur ` ,omens*Sams e.em Wirt lemon moos*. The insurance widMC*4 by this a.rtifirate.he11 seas the evrtifiest. hold.re .• *0 additional 1asur.d or th.Oan.ra1lLiabili i pa�p.zallL..hlllty Liability. Works.' Compensation. srploye shall contain•N.iwr of Subrogation is fever of the 0.001110.0*holder. The Geri ifirate holder is added as • rmm1 irssol fir azikkes ask. CSNTNICATS HOLDER CANCSU AI,ON DcoNNO1 Sr•.sw/00.•001.esr•••MOON 1.U.C63mrr..*ON S3•00. .OeT•eMer.,w ere•.••eNU S.•wsrorm.10 e•.••r.ee .arc.TO T..011070011•000111 0•3110n01•11,OY.r.aa0 TO 00110 0103 City of Ocoee re010011.10•0011 01 11*• "sea,.NDmr.e7.N rmmwnr MONTI0. 150 N. Lakeshore Drive 000.• IL)17{1-2250 AMOK M.y.Nes.nul •00110 r5 000100 01 003 O 00000 000•00A11014 110 SRivt pt t RFP16-001 Federal Lobbyist Services 13 14. SUMMARY OF LITIGATION: Provide a summary of any litigation, claim(s), proposal disputes, or contract dispute(s) filed by or against the Respondent in the past five (5) years that is related to the services that the Respondent provides in the regular course of business. The summary shall state the nature of the litigation, claim, or contact dispute, a brief description of the case, the outcome or projected outcome, and the monetary amounts involved. If none, please so state. (Attach additional sheets, if necessary) 15. ACKNOWLEDGMENT OF ADDENDA: Respondent acknowledges receipt of the following addenda, if any: No. Dated No. Dated No. Dated 16. SUBMITTALS/PROPOSAL FORMAT: The City of Ocoee requires comprehensive responses to every section within this RFP. To facilitate the review of the responses, Respondents shall follow the described proposal format. The intent of the proposal format requirements is to expedite review and evaluation. It is not the intent to constrain Respondents with regard to content, but to assure that the specific requirements set forth in this RFP are addressed in a uniform manner amenable to review and evaluation. Submissions shall be limited to a total of forty (40) 8.5"x 11" pages (excluding front and back covers, dividers, table of contents, and all forms included in this RFP), single-sided, portrait orientation, 12-point font, and contained in a three-ring binder or other format amenable to easy photocopying. The page limit applies to the material contained in sections 1 thru 4 of the proposal, as described below. The person signing the proposal on behalf of the Respondent shall have the legal authority to bind the Respondent to the submitted proposal. Failure to adhere to the stated page limit or provide the required content may subject your proposal to disqualification. In order to simplify the review process and obtain the maximum degree of comparison, the Respondent must provide the following content when responding to the RFP: RFP16-001 Federal Lobbyist Services 14 Section 1 —Letter of Transmittal 1) Briefly introduce your firm, providing a summary of the administration, organization and staffing of your firm, including location, address and telephone number. 2) This letter will summarize in a brief and concise manner, the Respondent's understanding of the Scope of Services and make a positive commitment to lobby on behalf of the City of Ocoee. Section 2—Qualifications, Experience, References 1) Identify the primary individuals responsible for the work as part of this engagement. Include resumes and backgrounds, and any professional designations and affiliations, certifications and licenses, etc. 2) Describe the experience of the firm in performing consulting services of similar size and scope. 3) Provide references for similar projects, including the name of agency and contact information. 4) State and describe any litigation to which the Contractor was a party to and the outcome for the past five (5) years, see Section 14. Section 3 — Methodology including Technical Approach and Respondent's Understanding of the Scope of Services 1) Proposals must include a narrative description of the Firms' plan for accomplishing the work and services to be provided to the City. Section 4—Service Rates 1) Include Exhibit "B" Price Proposal Form provided. Provide a detailed fee schedule. Express your administrative fee in a lump sum not-to-exceed maximum amount and separate price for travel and related expenses (if applicable). Firm shall incur no travel or related expenses chargeable to the City without prior approval by an authorized City representative. Section 5—Other Required Content 1) Forms listed in the Table of Contents to be submitted with your proposal. 2) Acknowledgement of Addenda, see Section 15. (Remainder of page left blank intentionally.) RFP16-001 Federal Lobbyist Services 15 17. EVALUATION CRITERIA: The criteria for making an award recommendation are: Evaluation Criteria Maximum Points 1. Qualifications, Experience, and References 45 2. Methodology including Technical Approach and Understanding of the 35 Scope of Services 3. Rates and Expenses 20 Total 100 The City will make an Award, if an award is made, in its absolute and sole discretion, to the most responsible and responsive Respondent whose proposal, in the City's opinion, will be most advantageous to the City, price and other factors considered. The City reserves the right, before awarding the contract, to require a Respondent to submit such evidence of its qualifications, as the City may deem necessary, and may require oral interviews or formal presentations of firms. The City shall be the sole judge of the competency of Respondents. A City evaluation committee will evaluate each respondent's qualifications and will short-list and recommend to the City Commission the top ranked firm, in ranked order of qualifications based upon the evaluation committee's evaluation of the responses and any client references. All Respondents shall be notified via Onvia/Demandstar or other means of staff's recommended ranking of firms to the City Commission. The City Commission's decision to endorse or modify the ranking by staff shall be final. The City Commission shall be the final authority in the award or rejection of any and all responses. The successful Respondent shall be required to execute an agreement which provides, among other things, that any plans, drawings, reports, and specifications that result from Respondent's services shall become the property of the City. Upon the successful negotiation of an agreement, a formal contract will be prepared and subsequent executed by both parties. ANTICIPATED SELECTION SCHEDULE 12/20/15 Request for Proposals advertised 1/12/16 Last day for questions 1/19/16 Proposal submission deadline 3 days later Proposals distributed to Evaluation Committee 1-4 weeks later Evaluation committee meeting held (publicly noticed) Next meeting Top-ranked firm recommended to City Commission This schedule is subject to change at the discretion of the City. END OF SECTION. RFP16-001 Federal Lobbyist Services 16 • EXHIBIT "A" SCOPE OF WORK RFP #16-001 FEDERAL LOBBYIST SERVICES SCOPE OF SERVICES The City of Ocoee, Florida, in conformance with the policies and procedures of the City of Ocoee (City) is soliciting proposals from qualified persons, firms, corporations, or agencies to provide federal lobbyist services to the City. This term contract will be for an initial three (3) years, with two (2), one (1) year automatic renewal options, unless terminated by the City upon the issuance of written notice by the City to the Contractor provided not later than thirty (30) days prior to any anniversary date. Each term is renewable with the condition that the City's obligation to pay under this Agreement for each year is contingent upon the City in its good faith judgment having sufficient funds to make an annual appropriation for the work to be provided under this agreement. The selected firm will represent the city's interest in discussions with members of the U.S. Congress, Congressional staff, federal agencies, and other parties participating in the governance process at the national and regional levels. Such representation includes the giving and collecting of information and presenting the city's viewpoint on matters of interest to the city and its citizens. Legislative and regulatory language affecting the city may be proposed and discussed with potential sponsors. Legislation and regulations proposed by others that have the potential to impact the city will be monitored and periodic reports will be provided to the city to inform officials about the progress and potential for passage of such legislation and regulations. On some occasions, it may be necessary to draft and/or present actual written and oral testimony in support of, or in opposition to, specific actions being contemplated by the Congress or a federal agency. The selected firm will also support staff and elected official visits to Washington, DC by taking such actions as arranging for meetings with elected and appointed federal officials and participating in those meetings, when appropriate. The selected firm is responsible for complying with any and all local, state, and federal regulations that may pertain to this agreement. (Remainder of page left blank intentionally.) RFP16-001 Federal Lobbyist Services 17 EXHIBIT"B" PRICE PROPOSAL FORM RFP 16-001 FEDERAL LOBBYIST SERVICES 1. Annual Lump Sum not-to-exceed Maximum Amount: $ dollars and cents 2. Hourly Rate for Additional Services(i.e.Travel& Related Expenses): $ dollars and cents Attach additional sheets if necessary. Company Name Authorized Officer(print) Authorized Signature Date RFP16-001 Federal Lobbyist Services 18 RFP #16-001 COMPANY INFORMATION/SIGNATURE SHEET FAILURE TO COMPLY WITH THE RFP INSTRUCTIONS WILL RESULT IN DISQUALIFICATION OF YOUR PROPOSAL. PLEASE SIGN BELOW ATTESTING THAT YOU HAVE READ AND UNDERSTAND ALL RFP INSTRUCTIONS AND THAT YOU UNDERSTAND THAT THE SUCCESSFUL RESPONDENT WILL BE REQUIRED TO ENTER INTO A LEGALLY BINDING CONTRACT WITH THE CITY OF OCOEE. COMPANY NAME TELEPHONE(INCLUDE AREA CODE) FAX (INCLUDE AREA CODE) E-MAIL ADDRESS IF REMITTANCE ADDRESS IS DIFFERENT AUTHORIZED SIGNATURE(manual) FROM PURCHASE ORDER ADDRESS, PLEASE INDICATE BELOW: NAME/TITLE(PLEASE PRINT) STREET ADDRESS CITY STATE ZIP FEDERAL ID# Individual Corporation Partnership Other(Specify) Sworn to and subscribed before me this day of ,20 Personally Known or Produced Identification Notary Public- State of (Type of Identification) County of Signature of Notary Public Printed, Typed or Stamped Commissioned Name of Notary Public RFP16-001 Federal Lobbyist Services 19