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Item B1
BOARD OF COUNTY COMMISSIONERS AGENDA ITEM SUMMARY Meeting Date: ,, Seotember,J 2014 Division: County Administrator Bulk Item: Yes X No Department: County Administrator Staff Contact/Phone#: Lisa Tennyson x 4444 AGENDA ITEM WORDING: Approval of Professional Services Agreements with Van Scoyoc Associates, Inc. and Becker and Poliakolff, P.A. for federal lobbying services,. ITEM BACKGROUND: On July 16, 2014 the BOCC approved negotiating two separate contracts with both Van Scoyoc, the number one ranked firm, Becker and Poliakoff, the number two ranked firm, per the recommendations by the Evaluation Committee. On March 28, 2014 Monroe County issued a federal lobbying services solicitation. On June 5, 2014, the Evaluation Committee met in a public, advertised meeting to rank the seven respondents, and make a recommendation to the BOCC.The Evaluation Committee: • Ranked Van Scoyoc Associates (VSA) first. The committee felt VS�A is a strong, well- established firm with a very professional team assigned to work on Monroe County. Their expertise at the federal level and their relationships with relevant agencies and legislators positions them to be very effective advocates for Monroe's federal priorities in Washington. • Ranked Becker and Poliakoff second. The committee felt the firm's close relationship to the Florida delegation and its local presence gives them good understanding of the County's federal issues. They offered a good communication plan to report and track actions and successes on the County's priority issues. • Recommended to the BOCC to negotiate two separate contracts with both the number one and number two ranked firms. This will enable the County to take advantage of the firms' complimentary skills and strengths to better advance the County's interests. Each is a one year contract, starting October 1, 2014, with two one-year renewals, at the sole discretion of the BOCC. The contracts are attached. PREVIOUS RELEVANT BOCC ACTION: Since 2009 Monroe County has had a single federal lobbying contract with Cardenas Partners, LLC. In January 2014, in anticipation of a solicitation process, the SOCC extended contract with Cardenas Partners for 9 months (through September 30, 2014). Cardenas Partners subsequently dissolved. In February 2014, the BO, CC' assigned the contract to Al Cardenas' new firm, Squire Sanders. Also in February, the BOCC approved issuance of the solicitation for federal lobbying services. CONTRACT/AGREEMENT CHANGES:N/A STAFF RECOMMENDATIONS: Approval TOTAL COST. _1100000 INDIRECT COSTS: BUDGETED: Yes XX No ($60,000 for Van Scoyoc and$40.000 for Becker and Poliakoff) COST TO COUNTY: $100,000 SOURCE OF FUNDS: ---—------- - REVENUE PRODUCING: Yes OA- AMOUNT PER MONTH Year APPROVED BY: County Atty 01 ul"BI-Murcking Risk Management DOCUMENTATION: Included X Not Required „", DISPOSITION: AGENDA ITEM MONROE COUNTY BOARD OF COUNTY COMMISSIONERS CONTRACT SUMMARY Contract with: Van Scoyoc Associates Contract#- __. Effective Date: October 1, 2014 .Expiration Date: Se tember 30, 2015 Contract Purpose/Description: Agreement with Van Sco oc Associates for federal lobbying services. Contract Manager: Lisa Tennyson 4444 County Administrator(stop 1) (Name) (Ext.) (Department/Stop#) for BOCC meeting on 9-17-14 Agenda Deadline: -2-14 CONTRACT COSTS Total Dollar Value of Contract: S 60,000 Current Year Portion: S 60,000 Budgeted? Yes® No Account.Codes: a: � 14 1 - 10 Grant: $ County Match: $ __--_ _- - - - - ADDITIONAL COSTS Estimated OngoingCosts: S For: (Not included in dollar value above) (e .maynkenarace,utilities, `anitorial salaries,etc.) CONTRACT REVIEW Changes Date Out Date In Needed Reviewer Division Director Yes❑ No❑ f Risk Management " '�. ���� � Yes No .a, f ^ i " g O.M.B.fPurctasin °°� � Yes❑ Na ,County Attorney �� ° Yes❑ Nolte„- Comments: OMB Form Revised 2/27/01 MCP#2 PROFESSIONAL SERVICES AGREEMENT TEEN AGREEMENT, made and entered into this —th day of September 2014, by and between Monroe COUNTY(hereinafter referred to as "COUNTY', a political subdivision of the State of Florida, through the Monroe County Board of County Commissioners("BOCC'J,whose address is 1100 Simonton Street, Key West, Florida 33040, and Van Scoyoc Associates, Inc. (hereinafter referred to as "LOBBYIST'), a corporation authorized to do business in the State of Florida,whose address is 101 Constitution Avenue NW,Washington DC 20001; WHEREAS,the COUNTY desires to employ the professional services of LOBBYIST,Van Scoyoc Associates, Inc. for federal legislative and lobbying services assigned by the County Administrator and Legislative Affairs Director and agreed to by LOBBYIST; and WHEREAS, LOBBYIST has agreed to provide professional services for federal legislative and-lobbying services as assigned by the County Administrator and agreed to by LOBBYIST;and NOW, THEREFORE in consideration of the mutual promises and covenants of this Agreement, the parties agree as follows- I. TERM OF AGREEMENT This Agreement shall begin on October 1, 2014 and shall end on September 30, 2015, with two(2) one-year contract renewals at the sole discretion of the COUNTY. 2. SCOPE OF SERVICES The LOBBYIST's responsibility under this contract is to provide federal lobbying services to the COUNTY in accordance with Exhibit A, Scope of Services and Exhibit B, Van Scoyoc Associate's proposal dated May 1, 2014, both attached hereto and incorporated herein. The COUNTY's representatives during the performance of this Contract shall be Roman Gastesi, County Administrator(305) 2924441 and Lisa Tennyson,Director, Legislative Affairs, (3 05�)292 4 4 4 4. The LOBBYIST's representative during the performance of this Contract shall. be Gregory Bums(202)638-1950. 3. THE CONTRACT SUM The COUNTY shall pay to the LOBBYIST,pursuant to the Florida Prompt Payment Act, upon receiving a proper invoice from the LOBBYIST for the faithful performance of said service on an arrears basis. Invoicing shall be submitted in twelve monthly installments. Documentation in support of said invoice shall describe the services rendered during the month covered by the invoice. The total Contract price shall not exceed$60,000 and is subject to annual appropriation by the Board of County Commissioners. The cost of any travel must be authorized in advance in writing by the County Administrator and shall be reimbursed pursuant to rules and regulations governing travel reimbursement and shall be in addition to the Contract price. Page I of 13 Van Sroyoc Contmet BOCC Sept 2014 4. ASSIGNMENT/SUBCONTRACT The LOBBYIST shall not assign or subcontract its, obligations under this agreement except in writing and with the prior written approval of the Board of County Commissioners for Monroe County and LOBBYIST, which approval shall be subject to such conditions and provisions as the Board may deem necessary. This paragraph shall be incorporated by reference into any assignment or subcontract and any assignee or subcontractors shall comply with all of the provisions of this agreement. Unless expressly provided for therein, such approval shall in no manner or event be deemed to impose any obligation upon the Board in addition to the tow agreed-upon price of the services/goods of the LOBBYIST. 5. HOkD HARMLESS The LOBBYIST covenants and agrees to indemnify and hold harmless the Monroe County Board of County Commissioners from any and all claims for bodily injury (including death), personal injury, and property damage (including property owned by Monroe County) and any other losses, damages, and expenses (including attorney's fees) which arise out of, in connection with, or by reason of services provided by LOBBYIST or any of its Subcontractor(s) in any tier, occasioned by the negligence, errors, or other wrongful act of omission of the LOBBYIST or its Subcontractors in any tier, their employees,or agents. In the event the completion of the project (to include the work of others) is delayed or suspended as a result of the LOBBYIST's failure to purchase or maintain the required insurance, the LOBBYIST shall indemnify the COUNTY from any and all increased expenses resulting from such delay. The first ten dollars ($10.00) of remuneration paid to the LOBBYIST is for the indemnification provided for above. The extent of liability is in no way limited to, reduced, or lessened by the insurance requirements contained elsewhere within this agreement. 6. INDEPENDENT CONTRACTOR At all times and for all purposes under this agreement the LOBBYIST is an independent contractor and not an employee of the Board of County Commissioners for Monroe COUNTY. No statement contained in this agreement shall be construed so as to find the LOBBYIST or any of his/her employees, contractors, servants, or agents to be employees of the Board of County Commissioners of Monroe County. 7. ASSURANCE AGAINST DISCRIMINATION' COUNTY and LOBBYIST agree that there will be no discrimination against any persons, and it is expressly understood that upon a determination by a court of competent jurisdiction that discrimination has occurred, this Agreement automatically terminates without any further action on the part of any party, effective the date of the court order. COUNTY or LOBBYIST' agree to comply with all Federal and Florida Statutes, and all local ordinances, as applicable, relating to nondiscrimination. These include but are not Page 2 of 13 Van Scoyoc Contract BOCC Sept 2014 limited to: 1) Title VI of the Civil Rights Act of 1964 (PL 88-3152) which prohibits discrimination on the basis of race, color or national origin; 2) Title IX of the Education Amendment of 1972, as amended (20 USC ss. 1681-1683, and 1685-1686), which prohibits discrimination on the basis of sex; 3) Section 504 of the Rehabilitation Act of 1973, as amended (20 USC s. 794), which prohibits discrimination on the basis of handicaps; 4) The Age Discrimination Act of 1975, as amended(42 USC ss. 6101-6107) which prohibits discrimination on the basis of age; 5) The Drug, Abuse Office and Treatment Act of 1972 (PL 92-255), as amended, relating to nondiscrimination on the basis of drug abuse; 6) The Comprehensive Alcohol Abuse and Alcoholism Prevention, Treatment and Rehabilitation Act of 1970 (PL 91-616), as amended, relating to nondiscrimination on the basis of alcohol abuse or alcoholism; 7) The Public health Service Act of 1912, as, 523 and 527 (42 USC s. et seq. ), as amended, relating to nondiscrimination in the sale, rental or financing of housing; 9) The Americans with Disabilities Act of 1990 (42 USC s. 1201 Note), as may be amended from time to time, relating to nondiscrimination on the basis of disability; 10)Monroe COUNTY Code Ch. 13, Art.VT,prohibiting discrimination on the basis of race, color, sex, religion, disability, national origin, ancestry, sexual orientation, gender identity or expression, familial status or age; and 11) any other nondiscrimination provisions in any Federal or State statutes which may apply to the parties to,or the subject matter of,this Agreement S. COMPLIANCE WITH LAW In providing all services/ goods pursuant to this agreement, the LOBBYIST shall abide by all statutes, ordinances, rules and regulations pertaining to, or regulating the provisions of such services, including those now in effect and hereinafter adopted, Any violation of said statutes, ordinances, rules and regulations shall constitute a material breach of this agreement and shall entitle the Board to terminate this contract immediately upon delivery of written note of termination to the LOBBYIST. The LOBBYIST shall possess proper licenses to perform work in accordance with these specifications throughout the term of this contract. 9. INSURANCE LOBBYIST shall provide documentation of insurance coverage required for those individuals or firms that perform work for or on behalf of the COUNTY, as specified in the Monroe County Risk Management Policy and Procedures Manual as follows: A) General Liability Insurance. Coverage shall be maintained throughout the life of the contract and include, as a minimum- • Premises Operations • Products and Completed Operations • Blanket Contractual,Liability • Personal Injury Liability • Expanded Definition of Property Damage The minimum limits acceptable shall be: • $300,000 Combined Single Limit(CSL) Page 3 of 13 Van Scwyw Canuut BOCC Sept 2414 If split limits are provided, the minimum limits acceptable shall be: * $100,000 per Person • $300,000 per Occurrence • $50,000 Property Damage An Occurrence Form policy is preferred. If coverage is provided on a Claims Made policy, its provision should include coverage for claims filed on or after the effective date of this contract. In addition, the period for which claims may be reported should extend for a minimum of twelve (12) months following the acceptance of work by the COUNTY. The Monroe COUNTY Board of COUNTY Commissioners shall be named as Additional Insured on all policies issued to satisfy the above requirements. (B) Recognizing that the work governed by this contract requires the use of vehicles, the LOBBYIST, prior to the commencement of work shall obtain Vehicle Liability Insurance. Coverage shall be maintained throughout the life of the contract and include, as a minimum, liability coverage for: • Owned,Non-Owned and Hired Vehicles The minimum limits acceptable shall be: 9 $100,000 Combined Single Limit(CSL) If split limits are provided, the minimum limits acceptable shall be: • $ 50,000 per Person • $100,000 per Occurrence • $ 25,000 Property Damage The Monroe COUNTY Board of COUNTY Commissioners shall be named as additional Insured on all policies issued to satisfy the above requirements. (C) Prior to the commencement of work governed by this contract, the LOBBYIST shall obtain Workers' Compensation Insurance with limits sufficient to respond to Florida Statute 440. 1 In addition, the LOBBYIST shall obtain Employers' Liability Insurance with limits of not less than: • $100,000 Bodily Injury by Accident 9 $500,000 Bodily Injury by Disease,each employee Coverage shall be maintained throughout the entire term of the contract. Coverage shall be provided by a company or companies authorized to transact business in the State of Florida. Page 4 of 13 Van Scoyoc contract BOCC Sept 2014 If the LOBBYIST has been approved by the Florida Department of Labor, as an authorized self-insurer, the COUNTY shall recognize and honor the LOBBYIST's status. The LOBBYIST may be required to submit a Letter of Authorization issued by the Department of Labor and a Certificate of Insurance, providing details on the LOBBYIST's Excess Insurance Program. If the LOBBYIST participates in a self-insurance fiord, a Certificate of Insurance will be required. In addition, the LOBBYIST may be required to submit updated financial statements from the fund upon request from the COUNTY. 10. FUNDING AVAILABILITY In the event that funds are partially reduced or cannot be continued at a level sufficient to allow for the provision of the services/goods specified herein,this agreement may then be terminated immediately at the option of the Board of County Commissioners by written notice of termination delivered in person or by mail to the LOBBYIST. The Board shall not be obligated to pay for any services provided by the LOBBYIST after the LOBBYIST has received written notice of termination. Monroe County's performance and obligation to pay under this contract, is contingent upon an annual appropriation by the BOCC. 11. PROFESSIONAL RESPONSIBILITY The LOBBYIST warrants that it is authorized by law to engage in the performance of the activities encompassed by the project herein described, subject to the terms and conditions set forth in these contract documents. The LOBBYIST shall at all times exercise independent,professional judgment and shall assume professional responsibility for the services to be provided. 12. NOTICE REQUIREMENT Any notice required or permitted under this agreement shall be in writing and hand delivered or mailed, postage prepaid, to the other party by certified mail, return receipt requested,to the following: FOR COUNTY: COUNTY Administrator And COUNTY Attorney 1100 Simonton Street 1111 ff'Street, Suite 408 Key West,Florida 33040 Key West Florida 33040 FOR LOBBYIST: Gregory Bums,Van Scoyoc Associates 101 Constitution Avenue,NW Washington,DC 20001 Page 5 of 13 Van SCOY00 Comma BOCC Sept 2014 13. EARLY TERAUNATIQ—N A) In the event that the LOBBYIST shall be found to be negligent in any aspect of completion of the Scope of Work,the COUNTY shall have the right to terminate this Agreement after five days written notification to the LOBBYIST. B) Either of the parties hereto may cancel this agreement without cause by giving the other party thirty days written notice of its intention to do so. 14, GOVERLMENTLAWSfVENUE This Agreement shall be governed by and construed in accordance with the laws of the State of Florida applicable to contracts made and to be performed entirely in the State. In the event that any cause of action or administrative proceeding is instituted for the enforcement or interpretation of the Agreement, the COUNTY and LOBBYIST agree that venue will lie in the appropriate Court or before the appropriate administrative body in Monroe COUNTY,Florida. The COUNTY and LOBBYIST agree that, in the event of conflicting interpretations of the terms or a term of this Agreement by or between any of them, the issue shall be submitted to mediation prior to the institution of any other administrative or legal proceeding. 15. RECORDIKEEPING LOBBYIST shall maintain all books, records, and documents directly pertinent to performance under this Agreement in accordance with generally accepted accounting principles consistently applied. Each part to this Agreement or their authorized representatives shall have reasonable and timely access to such records of each other party to this Agreement for public records purposes during the term,of the Agreement and for four years following the termination of this Agreement. If an auditor employed by the COUNTY or Clerk determines that monies paid to LOBBYIST pursuant to this Agreement were spent for purposes not authorized by this Agreement, the LOBBYIST shall repay the monies together with interest calculated pursuant to Sec. 55.03, F.S. running from the date the monies were paid to LOBBYIST. 16. SEVERABEWY If any term, covenant, condition or provision of this Agreement (or the application thereof to any circumstance or person) shall be declared invalid or unenforceable to any extent by a court of competent jurisdiction, the remaining terms, covenants, conditions and provisions of this Agreement,shall not be affected thereby; and each remaining term, covenant, condition and provision of this Agreement shall be valid and shall be enforceable to the fullest extent permitted by law unless the enforcement of the remaining terms, covenants, conditions and provisions of this Agreement would prevent the accomplishment of the original intent of this Agreement. The COUNTY and LOBBYIST agree to reform the Agreement to replace any stricken provision with a valid provision that comes as close as possible to the intent of the stricken provision. Page 6 of 13 van S00yoc Contract BOCC Sept 2014 17. ATTORrqEY—'S FEES AND COSTS The COUNTY and LOBBYIST agree that in the event any cause of action or administrative proceeding is initiated or defended by any party relative to the enforcement or interpretation of this Agreement, the prevailing party shall be entitled to reasonable attorney's fees, court costs, investigative and out-of-pocket expenses, as an award against the non-prevailing party, and shall include attorney's fees, court costs, investigative and out-of-pocket expenses in appellate proceedings. Mediation proceedings initiated and conducted pursuant to this Agreement shall,be in accordance with the Florida Rules of Civil Procedure and usual and customary procedures required by the Circuit Court of Monroe County. 18. BINDING EFFECT The terms,covenants,conditions and provisions of this Agreement shall bind and inure to the benefit of the COUNTY and LOBBYIST and their respective legal representatives, successors and assigns. 19. AUTHORITY Each party represents and warrants to the other that the execution, delivery and performance of this Agreement have been duly authorized by all necessary COUNTY and corporate action,as required by law. 20. CLAIMS FOR FEDERAL OR STATE AID LOBBYIST and COUNTY agree that each shall be,and is empowered to apply for, seek, and obtain Federal and State funds to Author the purpose of this Agreement provided that all applications, requests, grant proposals, and funding solicitations shall be approved by each party prior to submission. 21. ADJUDICATION OF DISPUTES OR DISAGREEMENTS COUNTY and LOBBYIST agree that all disputes and disagreements shall be attempted to be resolved by meet and confer sessions between representatives of each of the parties. If no resolution can be agreed upon within 30 days after the first meet and confer session, the issue or issues shall be discussed at a public meeting of the Board of County Commissioners. If the issue or issues are still not resolved to the satisfaction of the parties, then any party shall have the right to seek such relief or remedy as may be provided by this Agreement or by Florida law. 22. COOPERATION la the event any administrative or legal proceeding is instituted against either party relating to the formation, execution, performance, or breach of this Agreement, COUNTY and LOBBYIST agree to participate, to the extent required by the other party, in all proceedings, hearings, processes, meetings and other activities related to the substance of this Agreement or provision of the services under this Agreement COUNTY and LOBBYIST specifically agree that no party to this Agreement shall be required to enter into any arbitration proceedings related to this Agreement. Page 7 of 13 Van S4COYDO Contract BOCC Sept 2014 23. COVENANT OF NO INTEREST COUNTY and LOBBYIST covenant that neither presently has any interest, and shall not acquire any interest which would conflict in any manner or degree with its performance under this Agreement,and that the only interest of each is to perform and receive benefits as recited in this Agreement. 24. CODE OF ETHICS COUNTY agrees that officers and employees of the COUNTY recognize and will be required to comply with the standards of conduct for public officers and employees as delineated in Section 112.313, Florida Statutes, regarding,but not limited to, solicitation or acceptance of gifts; doing business with one's agency-, unauthorized compensation; misuse of public position, conflicting employment or contractual relationship; and disclosure or use of certain information. 25. NO SOLICITATION/PAYMENT The COUNTY and LOBBYIST wan-ant that, in respect to itself, it has neither employed nor retained any company or person, other than a bona fide employee working solely for it to solicit or secure this Agreement and that it has not paid or agreed to pay any person, company, corporation, individual, or firm, other than a bona fide employee working solely for it,any fee, commission,percentage, gift or other consideration contingent upon or resulting from the award or making of this Agreement For the breach or violation of the provision, the LOBBYIST agrees that the COUNTY shall have the right to terminate this Agreement without liability, and, at its discretion, to offset from monies owed, or otherwise recover, the full amount of such fee, commission, percentage, gift or consideration. 26. PUBLIC ACCESS The ZOUNTY and LOBBYIST shall allow and permit reasonable access to, and inspection of, all documents, papers, letters or other materials in its possession or under its control subject to the provisions of Chapter 119, Florida Statutes, and made or received by the COUNTY and LOBBYIST in conjunction with this Agreement and the COUNTY,shall have the right to unilaterally cancel this Agreement upon violation of this provision by LOBBYIST. With respect to documents that are public records, the CONTRACTOR agrees to comply with Chapter 119, Florida Statutes, and agrees to specifically to do the following-. (A)Keep and maintain public records that ordinarily and necessarily would be required by the public agency in order to perform the service. (B)Provide the public with access to public records on the same terms and conditions that the public agency would provide the records and at a cost that does not exceed the cost provided in this chapter or as otherwise provided by law. (C)Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law. (D)Meet all requirements for retaining public records and transfer, at no cost to the public agency all public records in possession of the contractor upon termination of the contract and destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. All records stored Page 8 of 13 Van scoyoo Conutd BOCC Sept 2014 electronically must be provided to the public agency in a format that is compatible with the information technology systems of the public agency. 27. NON-WUVER OF EMAILTNrrY Notwithstanding the provision of See. 768.28, Florida Statutes, the participation of the COUNTY and the LOBBYIST in this Agreement and the acquisition of any commercial liability insurance coverage, self-insurance coverage, or local government liability insurance pool coverage shall not be deemed a waiver of immunity to the extent of liability coverage, not shall any contract entered into by the COUNTY be required to contain any provision for waiver. 28. PRIVILEGES AND VdMUNITIES All of the privileges and immunities from liability, exemptions from laws, ordinances, and rules and pensions and relief, disability, workers' compensation and other benefits which apply to the activity of officers, agents or employees of any public agents or employees of the COUNTY, when performing their respective functions under this Agreement within the territorial limits of the COUNTY shall apply to the same degree and extent to the performance of such functions and duties of such officers, agents, volunteers, or employees outside the territorial limits of the COUNTY, 29. LEGAL OBLIGATIONS AND RESPONSIBILITIES This Agreement is not intended to, nor shall it be construed as,relieving any participating entity from any obligation or responsibility imposed upon the entity by law except to the extent of actual and timely performance thereof by a participating entity, in which case the performance may be offered in satisfaction of the obligation or responsibility.Further, this Agreement is not intended to,nor shall it be construed as, authorizing the delegation of the constitutional or statutory duties of the COUNTY, except to the extent permitted by the Florida Constitution, State Statutes, and case law. 30. NON-RELIANCE BY NON'-PARTIES No person or entity shall be entitled to rely upon the terms, or any of them, of this Agreement to enforce or attempt to enforce any third party claim or entitlement to or benefit of any service or program contemplated hereunder, and the COUNTY and the LOBBYIST agree that neither the COUNTY nor the LOBBYIST or any agent officer,or employee of either shall have the authority to inform, counsel or otherwise indicate that any particular individual or group of individuals, entity or entities, have entitlements or benefits under this Agreement separate and apart, inferior to, or superior to the community in general or for the purposes contemplated in this Agreement. 31. ATTESTATIONS LOBBYIST agrees to execute such documents as the COUNTY may reasonably require, to include a Public Entity Crime Statement, an Ethics Statement, and a Drug-Free Workplace Statement. Page 9 of 13 Van scoyce Confta BOCC Sept 2014 32. NO PERSONAL LIABILITY No covenant or agreement contained herein shall be deemed to be a covenant or agreement of any member, officer, agent or employee of Monroe COUNTY in his or her individual capacity, and no member, officer, agent or employee of Monroe COUNTY shall be liable personally on this Agreement or be subject to any personal liability or accountability by reason of the execution of this Agreement. 33. EXECUTION ON COUNTER-PARTS This Agreement may be executed in any number of counterparts, each of which shall be regarded as an original, all of which taken together shall constitute one and the same instrument and any of the parties hereto may execute this Agreement by signing any such counterpart. 34. SECTION HEADINGS, Section headings have been inserted in this Agreement as a matter of convenience o reference only, and it is agreed that such section headings are not a part of this Agreement and will not be used in the interpretation of any provision of this Agreement. IN WITNESS WHEREOF, the parties hereto have executed this Agreement on the day and date first written above at four(4)counterparts, each of which shall,without proof or accounting for the other counterpart,be deemed an original contract. WITNESSES: VAN SCOYOC ASIJOCIATES,INC. By: Signature Signature Ross Kyle H. Stewart Van S/0yoC Print Name Print Name President Y Title Signature Brian K. Robinson Print Name (SEAL) BOARD►OF COUNTY COMMISSIONERS ATTEST: AMY HEAVILIN, CLERK OF MONROE COUNTY,FLORIDA By: By: Clerk Mayor/Chairman M;ONROEC NWATTORNEY I W _" APPRO Van Scoyoc Contract Page 10 of 13 Dift 4RB BOCC Sept 2014 0 W(HIBIT A SCOPE OF SERVICES (FROM FEDERAL LEGISLATIVE SERVICES RFQ DATED MARCH 2014) PART 7: Scope of Services The successful firm will provide legislative and lobbying services at the federal level to assist Monroe COUNTY in developing and implementing a Federal Legislative Program; will have a keen understanding of Monroe COUNTY's priorities, policy objectives, and project funding needs; shall pro-actively identify and seek legislative and administrative remedies and/or appropriations to advance the COUNTY's priorities, policy objective and project funding needs. The successful firm will be expected to handle a range of activities including,but not limited to: A. Meet with COUNTY staff (COUNTY Administrator, COUNTY Attorney, Legislative Director, and other relevant staff as needed) and the Board of COUNTY Commission to develop a detailed Federal Legislative Program. Work closely with COUNTY staff to identify the COUNTY's goals, priorities and specific projects, and which of these can be addressed at the federal level, and assist in developing written material on each priority and project in the COUNTY's Federal Legislative Program to provide to congressional staff and federal agency staff. B. Monitor current federal legislation, federal budget process, federal agency actions legislative committee meetings,executive branch activity, agency hearings and meetings prior to and during the regular session, and pro-actively report to the COUNTY, both verbally and in writing, any new information or legislative events that may directly or indirectly impact the COUNTY; and in the event that action is needs, advise the COUNTY. C. Propose and implement lobbying strategies to help support the COUNTY's federal agenda. D. Develop and evaluate strategy for the support, opposition, or amendment of pending legislation that enhances the COUNTY's federal legislative program. E. Identify key Congressional and federal agency contacts relating to specific COUNTY issues; draft appropriate correspondence; and schedule briefings and meetings between COUNTY officials and Congressional leaders, executive branch representatives, and agency representatives. F. Coordinate with COUNTY's Congressional delegation in gaining support for the COUNTY's federal agenda. G. Advocate with Congressional members, congressional committees,executive branch, and federal agencies in support ofthe COUNTY's goals,priorities, and projects. Page I I of 13 Van Sacyoc Contract BOCC Sept 2014 H. Represent the COUNTY and the Board before Congress and federal agencies. I. Work closely with COUNTY staff in researching current issues and providing background information. J. Provide technical assistance and guidance to staff on correspondence and reports. K. Review the legislative policy statements adopted by the Florida Association of Counties and the National Association of Counties and other local governments and lobbying groups for the purpose of identifying issues which may either positively or negatively affect the COUNTY. L. Provide written monthly activity reports and periodic updates on advocacy activity, pending legislation, briefings/meetings, and on issues of interest or concern to the COUNTY. Reports must contain, when possible, specific legislation, names of contacts made, and the COUNTY's legislative priority it relates to, as well as any foreseeable legislation or rulings that may affect the COUNTY. M. Provide a written report that summarizes the status of the COUNTY's federal legislative program within one week of the closing of the session, and a more detailed final written report on specific legislation and new requirements affecting the COUNTY within 30 days from close of session, N. Secure funding for programs and projects which have been identified by the COUNTY as priorities; research and provide information on existing and new appropriations activities, availability of funding, distribution of funding, year-end rollover funding, techniques to be used by COUNTY to capitalize on opportunities, and examples of successful local government applications; identify agencies or local governments which may be competing for specific grants or appropriations, and help align support for the COUNTY's position. 0. Be available for regular calls, meetings with COUNTY staff in Washington, DC as needed, and an annual presentation to the Board in Monroe COUNTY,Florida. P. Provide office space for COUNTY staff to use when they are in Washington,DC. Page 12 of 13 Van Scoyoc Conma BOCCSept=4 E [IBTT 8 VAN SCOYOC ASSOCIATES PROPOSAL DATED MAY 1,2014 Page 13 of 13 Van SGOyoc Contnct BOCC Sept 2014 i Proposal for I. -ClSL.,lTlVE AND LOBBYING SI RVICIS FOR MONROE CC?Z NTY'S FEDERAL LEGISLATIVE PROGRAM Submitted by: Van Scoyoc Associates 101 Constitution Ave., NW Suite 600 West Washington, DC 20001 (202)638-1950 Point of contact:Greg Burns May 1, 2014 .tom -jttti .t '1' I; w Van Scoyoc Associates Inc. 1 101 Constitution Ave., NW I Washington, DC 20001 T:202.638.1950 1 F:202.638.7714 1 M'VIV.VSADC,C0 A I j Cover Page Qualifications, Experience ....... .. . ll Past Performance Approach to Implementation of J Monroe County s Federal J, Legislative Program a J References J r deb Rate Ii m.... �.� J J J J Required Forms J u i 1 ` Required Financial Information and Litigation �,�,�, May 1,2014 Monroe County Board of County Commissioners c/o Lisa Tennyson. Director of Legislative Affairs GATO Building, Room 2-213 Key West, FL, 33040 Gear Ms. Tennyson, Van Scoyoc Associates Inc. (VSA) is pleased to submit the attached response to Monroe County's request for proposals to provide Professional Federal Lobbying Services, We believe VSA can provide the County%ith a partnership that will yield significant and beneficial results. Van Scoyoc Associates(VSA) is a full-service,bi-partisan lobbying firm that bras founded in 1990 and has grown to be one of the most successful independent firms in Washington, D.C. Our success is due to our principals,each of whom has been hired by VSA because of the quality of his or her knowledge., contacts,and skills. We have put together a team for Monroe County with more than a century of Federal experience that combines an insider's knowledge of"Capitol Hill and the Executive Branch with a superior record of representing local governments in Washington, D.C. Our team has excellent working relationships with the Florida Congressional delegation,other relevant Members of Congress,and Federal agencies,all of which tti ill enable us to quickly identify pertinent opportunities in Washington available to the County. I am pleased to be the tearn leader for our work on behalf of the County. 1 have represented a number of communities in Florida and throughout the United States for more than a decade on issues similar to those faced b} Monroe County. We propose to join my«ork on behalf of similar communities with the experience of our team of professionals;a combination we believe will provide unparalleled results for Monroe County. As the VSA team leader,my contact information is: Greg,Burns,Vice President 101 Constitution Ave.NW,Suite 600 West,Washington, DC 20001 (202)737-8162-direct (202)638-7714 fax gbums@vsadc.com 'thank you ver) much for the opportunity to present this proposal. Please contact me if you need additional information or have questions. Si erely, I Grego D. Burns Vice President Scan Scoyoc Associates Inc. 1 101 Constitution Ave.,NW i Washington,DC 20001 T:202.638.1950 i F:202.638,7714 1 VAMNSADC.COM I Tian Scoyoc Associates Qualifications and Experience Van Scoyoc Associates Inc.{VSA} is a bi-partisan,full- service Federal Government relations firm that provides comprehensive Legislative and Executive Branch strategic advice,liaison services,and advocacy. VSA is known for the knowledge and experience of its principals,which allow VSA to develop and implement creative solutions to seemingly intractable problems, We achieve results. VSA"s clients include many public and private interests,such as city and county governments,water and flood control districts,public transportation agencies,major research universities,defense contractors,hospitals, health care and research consortia,economic development authorities,and Fortune 500 companies, ` VSA is comprised of roughly 30 Vice Presidents.many of whom have held senior staff positions on Capitol Hill and in the Executive branch. The Vice Presidents are supported by 40 staff members,nearly all of whom have held positions in Congressional offices and Federal agencies, Over the past A five years,Van Scogoc Associates has averaged 70 employees. Our VSA—Monroe Count} team members have extensive experience working on Capitol Hill, in Executive Branch agencies,and as Federal advocates on behalf of government entities. The strengths of our team members, given their experience working with and in a number of Federal agencies, %N ill give the County an excellent opportunity to,respond proactively to the changing climate in Washington and succeed via policy, programmatic,and other opportunities. History: H, Stewart"Stu"Van Scoyoc established VSA in 1990 with"three employees,eight clients, a 5-pound cell phone,and the desire to compete,"he likes to say. With annual client revenues in excess of $25 million, VSA is the foremost provider of Federal representation in Washington that is independent of a larger law firm,public relations company, or other parent corporation. Service: While our company is large,our core concepts make sure we tailor each go%ernment relations campaign to fit each client's needs and desires. VSA provides the human touch of a small entrepreneurial firm by assigning specific principals and staff to each client. We do not charge hourly fees that might. impede regular rwo-way communication with clients. We want to encourage innovation and preserve as much freedom as possible for both clients and staff. Resources: At the same time, VSA can summon the skill,expertise,and contacts of its entire staff on behalf of any client. VSA fosters a collaborative atmosphere,and several VSA principals have backgrounds that give our clients useful experience on which to draw. VSA's record ofaccompiishment, combined with our principals' hundreds of years of Legislative and Executive Branch experience, make VSA a powerful advocate, Balance: From its inauguration,VSA has carefully maintained a bipartisan balance. That commitment makes VSA unusually effective today,when politics are more polarized than ever. Democrats and "Van Scoyoc Associates Inc. 1 101 Constitution Ave.,IOW I Washington, DC 20001 T:202,638.1950 1 F:202.638.7714 1 cvwtiv.vsADc.COM Republicans in roughly equal numbers make up the staff and provide strong ties across party lines, in both Congress and the Executive Branch. Skill- Gone are the days when Washington representation meant simply shepherding a client's proposal through the appropriations process. Building a case before the Federal Government now calls for action on a broad front. VSA understands how to navigate the new world of Federal relations in order to achieve success on behalf of our clients. Integrity: In today's political atmosphere,a company offering Washington representation must be above reproach. Van Scoyoc Associates and its affiliated companies will always represent the County 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, Location: VSA and its affiliate companies are located just steps from the Capitol at 101 Constitution Avenue NW, Washington, DC 20001. Clients are able to use VSA's guest offices during their visits to Washington. ........... ................. ... � l/% ......... .......... ....................-........... ..................- Many Clients Use VSA's Capitol Room for Events Van Scoyoc Associates Inc. 1 101 Constitution Ave., NW I Washington,DC 20001 T:202.638.1950 1 F:202.638.7714 1 %V%VW.VSADC.00N1 List of Current VSA Clients Van Scoyoc Associates clients include many public and private interests,such as city and county governments,water and flood control districts, public transportation agencies,major research universities, defense contractors,hospitals,health care and research consortia,economic development authorities, and Fortune 500 companies. Through our representation of a variety of public entities,VSA represents more than 30 million Americans in nearly every state in the country, including many in Florida. Our clients have an array of I teeds and concerns,are geographically and politically diverse, and run the spectntm, from Some of the largest local governments to some of the smallest. Many of our public entity clients have been with the firrn for a decade or more;but others, including several government entities, switched to VSA after using other advocacy firms for many years. These clients wanted a fresh approach to their Washington representation,particularly as times have changed and earmarks are no longer available. They have chosen VSA due to our breadth and depth of knowledge (Eland experience,as well as the results we continue to deliver for our clients, l Van Sco}oc Associates currently represents more than 250 clients, including roughly 50 government entity clients. Below is a list of all of our current government entities. A more complete list of our clients can be found at: WWNV.VSADC.00A'1/C1jEN*rs. 9 Alabama State Port Authority 0 City of Ne%k port Beach, California a Alameda-Contra Costa Transit District, 0 City of Norwalk,California California 0 City of Orange Beach,Alabama 0 Baldwin Count) Commission,Alabama 0 City of Palo Alto,California * Borough of Spring Lake, New Jersey * Cit} of Pismo Beach,California 0 Captiva Lrosion Prevention District, 0 City of Portsmouth, Virginia Florida 0 Charlotte County, rlorida & City of Rancho Cucamonga, California & City of Rocklin,California a city orAkron,Ohio 0 City of Santa Maria,California e city or Baltimore.Maryland 0 City of Stockton,California a City of Beaverton, Oregon 0 City ofCalera, Alabama 0 City of Thousand Oaks,California Z 0 City of Clear%%atcr, Florida 0 City of Visalia,California 0 City of Coconut Creek,Florida 0 City of Westminster,California 0 City of Dana Point,California 0 Clark County Public Transportation, Washington 0 City of Elk Grove,California a Clean Water Services,Oregon a Cit), ot'Gadsden, Alabama 0 Dallas Area Rapid Transit.Texas 0 City, of Galt,California a Del Norte County.California 0 City of Gulf Shores, Alabama 0 Eastern Municipal Water District, a City of Iola, Kansas California a City of Irvine, California 0 El Paso County,Texas a City of Long Beach, California a Galveston County,Texas 0 City of Manteca,California 0 Galveston Park Board of Trustees, Texas Van bcoyoc Associates Inc. i 1101 Constitution Ave,, NW I Washingtoa, DC 20001 T.202-6X 1950 1 F:202.638,7714 1 VY 10AV VSADC.00111A 1 lillsborough County Aviation 0 San Joaquin Area Flood Control Authority, Florida Agency,California Lee County, Florida 0 Santa Clara Valley Transportation Martin County, Florida Authority, California • Mission Springs Water District, 0 Sonoma-Maria Area Rail Transit (7alifornia District, California Mobile County,Alabama 0 Suburban Mobility Authority for Montgomery Area Chamber of Regional Transportation,Michigan Commerce,Alabama 6 St.Clair County,Alabama e Montgomery County,Maryland 0 St. Lucie County, Florida 0 Pinellas County,Florida * Washington County,Oregon 0 Rural County Representatives of 0 Washington Metropolitan Area Transit California Authority 0 San Bernardino Associated 0 Wayne County Airport Authority, Governments,California Michigan 0 San Diego County,California Meanwhile,the ("ounty's RFP asks for extensive information related to each of our clients. With so many clients, including so many government entities, it would be exhaustive to include such information for each client,, However, folloo-ing are a representative sampling of Mr. Burns' clients. Descriptions related to the work of many of these clients arc included elsewhere in the proposal. We are happy to provide more specific information about any of these,or any of our firms clients,Should the County wish. �r I Charlotte County,Florida El Paso County,Texas Jason Stol/fus, Program Liaison, Administration Ruben Vogt, Director of Public Policy, County (9-11) 743-1582 Judge's Office Starting date ot'contract: October 2010 (915)546-2098 Annual value of contract. $89,000 Slatting date ofconlract-January 2013 Annual value of contract:$13 1,000 City of Clearwater, Florida Rosemarie Call,City Clerk Galveston County,Texas (727)562-4092 Mark Henry,Judge Starting date of contract: February 2013 (409)766-2244 Annual-value of'contract: $95,000 Starting date of contract: October 2002 Annual value of contract: $45,900 City of Coconut Creek, Florida Ma13 Blasi, City Manager Lee County, Florida (954)973,6720 Kurt Harclerode,Public Works Operations Starting date of contract:June 2011 Manager Annual value of contract:$59,000 (239)533,8146 Starting date of contract:October 2002 Del Norte County,California Annual value of contract:$123,300 Jay Sarma,County Administrative Officer (707)464-7214 Martin County,Florida Slatting date of contract: February 2008 Kathy FitzPatrick,Coastal Engineer Annual value of contract: $60,000 (772)288-5429 Starting date of contract: February 2003 Annual value of contract:$45.900 Van Scoyoc Associates Inc, 1 101 Constitution Ave., NW I Washington, DC 20001 3:202.638.1950 1 F:201638 7714 1 WWWNSArw coto Pinellas County,Florida St,Lucie County,Florida Karen Seel,Chair, Board of County Glenn Henderson,Senior Grants Writer Commissioners (772)462-1473 (727)464-3278 Starting date of contract:October 2002 Starting date orcontract: March 2014 Annual value of contract: $54,000 Annual value of contract: $95,000 VSA - Monroe Cotinty Team Van Scoyoc Associates is a large, diverse firm with a wealth of personnel and resources. Members of the VSA-Monroe County team have the capacity and experience to execute their roles within the County's Federal legislative program. Our VSA team has extensive experience working on Capitol Hill, in Executive Branch agencies, and as Federal advocates on behalf of government entities. The strengths of our team members,given their experience working with and in a number of Federal agencies.gives the County an excellent opportunity to respond proactively to the changing climate in "Washington and succeed via policy,programmatic,and other opportunities. If selected,we do not anticipate any issues managing our personnel to fulfill our proposed commitment to Monroe County. VSA Vice President Greg Burns will lead the VSA team for Monroe County. Mr. Burns began his career on Capitol Hill and since then has represented both large and small local government entities in Florida and elsewhere for more than 11 years. These in current clients in Florida such as Charlotte,Lee, Martin, Pinellas,and St. Lucie counties,the cities of Clearwater and Coconut Creek, and the Captiva Erosion Prevention District,as well as several more in California,Oregon,and Texas, Vice President Steve Palmer will utilize his 14}ears of experience as a Federal lobbyist to pursue the County's goals and objectives, primarily with regard to transportation,transit,and aviation issues. He currently advocates for the Tampa Airport Authority, San Diego County, Washington Metro,and a host of other transportation-focused public entities. Prior to joining VSA,Mr. Palmer served for more than five years as Assistant Secretary for Governmental Affairs at the U.S. Department of Transportation (DOT)and as Staff Director of two Senate Subcommittees, Meanwhile, Vice President Harry Glenn will assist the team on enhancing our Florida Capitol Hill relationships and on appropriations-related issues. Mr.Glenn spent the past three decades working for former Representative Bill Young and has excellent relationships with the Appropriations Committee and the Florida delegation. 1 Nate Putter and Sarah Hanson, both of whom are Managers,Government Relations,will support the team. Mr. Potter and Ms. Hanson have both lobbied on behalf of government entities for more than a decade collectively. The team will be overseen by VSA President and CEO"Stu" Van Scoyoc. We do not intend to utilize subcontractors. All team members are Federally-registered lobbyists. Greg Burns,the team leader and primary contact for Monroe County, is a Vice President at Van Scoyoc Associates with an extensive background in lobbying and politics,experience in a wide range of issues,an insider's view of the legislative process, and contacts throughout Washington. He has been with the firm for six ears. Representing local and regional government entities and non-profits is a particular 11 interest of Mr. Burns,and it fits weil with his emphasis on forging personal Van Scoyoc Associates Inc. 1101 Constitution Ave., NW I Washington,DC 20001 T:202.638.1950 1 F:202.638.7714 1 MWNSADC.COM connections with his clients and people in government, "I like to spend a lot of time during the initial phases of a relationship, leaming about my clients and their specific challenges. I need to know a community or non-profit well before representing it,"he said. That attention to detail pays off in many ways. "I value the personal ties with my clients that develop over time and generally become very strong,"Mr. Bums said, Mr. Bums lobbies Congress and the Executive Branch on issues such as Federal funding, water resources, transportation,economic development, public safety,and not-for-profit issues. His clients come from states as diverse as California, Florida,Oregon,and'rexas. Mr. Bums believes that policy or programmatic victories can often have a bigger impact on a community than a simple Federal earmark. And over the last few years,as earmarks have fallen out of favor, Mr. Burns' approach has been validated. For example, lie worked with one client to secure a two-year extension of the Preferred Risk Policy(PRP) rate for residents who must purchase new Federal flood insurance. With more than 8,000 new residences in the flood plain and PRP rates at least$1,000 lower than regular flood insurance rates,the community may save nearly$16 million in collective flood insurance premiums over two years, As another client said, their"successes with the Federal Government can be directly attributable to the efforts of Mr. Burns," In the House of Representatives, Mr. Burns served on the legislative staff of former Rep. Darlene Hooley of Oregon, where lie was responsible for telecommunications,health care,campaign finance reform, judiciary,and science. He also %IIIIorked in the fields of financial services,transportation, foreign affairs, defense,and the environment during his time on the Hill. Outside of Congress,Mr. Burns implemented and executed a lobbying agenda for the U.S. Public Interest Research Group in Washington, D.C, Before joining Van Scoyoc Associates, Mr. Burns was a lobbyist with Marlowe&Company,also in Washington. During his five-and-a-half year tenure with M&C, Mr. Burns Was Successful in helping that company grow substantially. Mr. Burns graduated from the University of Virginia with a Bachelor of Arts in Government and English, where he mixed his interest in campaign finance reform with a love of literature. Harry Glenn,who joined VSA in March of 2014,has spent the past 34 years on Capitol Hill working for former U.S. Rep.C. W. Bill Young of Florida. Mr.Glenn field a variety of positions including Press Secretary and Associate Staff member to the Committee on Appropriations. He was Chief of Staff to Congressman Young for 19 years, including his six years as Chairman of the Appropriations Subcommittee on Defense. Mr. Glenn has developed a keen understanding of the appropriations process and worked on projects involving all 12 of the appropriations subcommittee. He developed a special expertise in the fields of national security, biomedical research,health care, education.and infrastructure projects. Throughout his time on Capitol Hill,Mr. Glenn worked with businesses large and small.colleges and universities,and state and municipal government leaders in assisting Mr. Young to meet his legislative goals. Van Scoyoc Associates Inc. 1 101 Constitution Ave.,NW I Washington,DC 20001 T:202,638.1950 1 F:202.638.7714 1 W"WiVNSAI)CCOM As Chief of Staff to a senior member of Congress,.Mr.Glenn also understands how to translate the goals of clients into legislative successes. He has worked on numerous appropriations and legislative projects and helped navigate constituents through the federal regulatory process. In addition to achieving successful outcome on numerous individual projects, Mr.Glenn also managed large scale projects for Mr. Young including the effort to prevent the closure of MacDiI1 Air Force Base;the creation of the life- saving National Marrow Donor Program; the conversion of a former Department of Energy facility into a high-technology and industrial complex employing more than 1,600 people;the funding of many complex public works projects including road, bridges,ports and beaches;and the development of a robust internationally recognized marine science research complex in St. Petersburg that incorporates federal and state agencies,university faculty,and business and non-profit entities. Having spent extensive time in Florida and Washington, D.C., Mr.Glenn has developed an extensive network of professional relationships and is uniquely qualified to represent tile special interests of Florida and national clients. He considers his strongest traits to be responsiveness to client concerns and seasoned legislative advice and judgment, Mr.Glenn is a graduate of the Penns Ivania State University with a Bachelor in Arts Degree in Journalism. His aiNards and recognitions including being named the American Shore& Beach Preservation Association 2013 Congressional staff member of the year"for his efforts both to promote beach preservation and to facilitate project requests in the past legislative session"and the National Marrow Donor Program Congressional Award for providing outstanding legislative support throughout the program's history. Mr.Glenn is married to Paul Glenn and they have two sons,Kyle and Connor. Steve Palmer serves as a Vice President at VSA,having joined the Firm in 1998 A after nearly 20 years on Capitol Hill and as the lead lobbyist at the U.S. DOT. For nearly twelve years at VSA, Mr. Palmer has developed a practice that includes transportation,, homeland security,and economic development issues, including for awide range of government entities, including cities,counties,and airport and transit authorities. In 1993, Mr. Palmer was nominated by President Bill Clinton and confirmed by the Senate to serve as DOT*s Assistant Secretary for Governmental Affairs,the key legislative strategist and lobbyist for the Secretary of Transportation and:all of DOT. Working on a bipartisan basis%xith the Congress for more than five years,he helped secure passage of the Transportation Equity Act for the 21 st Century,several FAA authorization and reform,bills,as well as the annual DOT Appropriations bill, Mr. Palmer left DOT in 1998 as tile longest serving Assistant Secretary for Governmental Affairs in history. In addition to his legislative accomplishments,he expanded outreach to local officials and organized constituency and grassroots support. lie also coordinated discretionary grant activities for the Secretary. Before his appointment to DOT,Mr. Palmer served more than 10 years on the Senate Committee on Commerce, Science, and Transportation, including seven years as staff director of the Aviation Subcommittee and later the Science,Technology,and Space Subcommittee. Mr. Palmer began his Congressional career on the Senate Budget Committee,after having,completed an appointment as a, Presidential Management Fellow at DOT. Mr. Palmer received his Bachelor of Arts in political science from Kalamazoo College in Kalamazoo, Michigan. He earned u Masters of Public Affairs from the Lyndon B.Johnson School of Public Affairs at the University of Texas at Austin. Van Scoyoc Associates Inc. 1 101 Constitution Ave., NW I Washington,DC 20001 T:202.63&1950 1 F:202,638,7714 1 %,VW1V.VSADC.00N1 Note Potter, who has been with Van Scoyoc Associates for over two years,serves as Manager,Government Relations,where he assists clients on such issues as appropriations funding,public infrastructure,transportation,public transit,energy, defense.and water resources. Mr. Potter has more than a decade ofbi-partisan experience in public policy,both " at the national and local levels. Before joining VSA,Nate represented a number of local governments,water districts, public utilities,and transportation entities for ° five years for the Washington, D.C., lobbying firm of Gordon Thomas Honeywell - Government Affairs. Mr. Potter's history in our nation's capital began in 1989 when he served as a page in the House of Representatives for former Congressman Al Swift from the state of Washington. Barn and raised in the Seattle area,Mr. Potter received his undergraduate degree from the University of Washington. He went on to earn a master's degree in public administration from the Daniel J. Evans' School of Public Affairs at the University of Washington, with a focus on transportation,urban planning,and housing. After working on Rep.Jay Inslee's successful 1998 campaign, Mr. Potter returned to Washington, D.C., to work as a Legislative Aide for both Rep. Inslee and Sen. Patty Murray, both Washington State Democrats. However, Mr. Potter has also proven his ability to work effectively across party lines. For example, he served as an aide to a conservative member of the San Diego County Board of Supervisors after graduate school,handling such diverse issues as Indian affairs and community revitalization. Sarah Hansonjoined Van Scoyoc Associates in March 2014 as Manager, Government Relations. In this position, Ms. Hanson assists clients with theiri� policy, funding,and regulatory goals related to issues such as economic and community development, public safety,water resources,transportation,and healthcare. Her responsibilities include researching and analyzing policy,drafting legislative and regulatory correspondence,and cultivating relationships with r %1 Congressional and agency staff. r Prior to joining VSA, Ms. Hanson spent a year representing local governments, F '.e national associations,and non-profits with the Washington, DC lobbying firm of Marlowe&Company. During her time with M&C, Ms. Hanson successfully worked for the inclusion of key policy changes within water resources legislation. She was also responsible for assisting clients with funding needs,grant applications,and political correspondence. Nis. Hanson began her career in DC in 2007 with the government relations firm of Madison Government t Affairs. She spent over five years with MGA, rising quickly through the firm from her first position as Legislative Assistant to Senior Legislative Director. During this time, Ms. Hanson worked with healthcare and public sector clients on appropriations needs and policy goals. Ms. Hanson, who was born and raised in Florida,holds a Bachelor's Degree in Political Science from the University of Florida and a Master's Degree in Legislative Affairs from The George Washington University in DC. She is also a member of the professional association Women in Government Relations. Van Scoyoc Associates[tic. 1 101 Constitution Ave., NW I Washington,DC 20001 T:202.638.1950 1 F:202.638.7714 1 MV V.VSADC.CON1 i 11.Stewart"Stu"Van Scoyoc is the President and Chief Executive Officer of the Van Scoyoc Companies. He has built his companies into Washington's foremost "y lobbying and consulting organization. The firm typically ranks third in lobbying revenue among Washington companies. ` Along the way, Mr. Van Scoyoc and his companies earned a reputation for care, results. and ethical behavior. Only a few years after the firm opened its doors,The ,,. National Journal noticed that"colleagues consider Van Scoyoc a brainy Washington insider who sweats the details." !� Mr. Van Scoyoc is regularly interviewed by leading publications for his insights into politics, Congressional activities,and lobbying. Journalists have come to value his candor and ability to communicate complex ideas simply. 1 Mr. Van Scoyoc's business formula is built on"hiring smart,entrepreneurial people with plenty of energy,and then getting out of their tray," he said. His staffs professional development tends to parallel his own evolution, starting with mastery of one technical field,and then expanding from there. Mr. Van Scoyoc earned a Bachelor of Science in Chemical Engineering from Lehigh University in 1969, Nvhcre lie also received the Alpha Phi Omega Award for Leadership and Outstanding Service to the University, For several years,he worked as an engineer for the DuPont Company, while earning a law degree at night from the University of Maryland. Mr. Van Scoyoc came to Washington and joined DuPones government affairs office handling legislative and regulatory issues. He then spent eight years as Vice President at CharIs Walker Associates,a well- knottn lobbying company, where he focused on tax,energy, insurance,and environment. Striking out on his own. he became a founder of the Winburn,Van Scoyoc& Hooper government relations firm. In 1990, Mr. Van Scoyoc created Van Scoyoc Associates Inc.,with a focus on Congressional appropriations and taxation. That company quickly developed more than 20 practice areas,ranging from agriculture,biotechnology,defense and foreign affairs,and education, to financial services,energy, homeland security,transportation,and telecommunications. Characteristics Unique to Iran Scoyoc Associates Van Scoyoc Associates is unique in Washington. We are a large,bipartisan firm that offers our clients unparalleled resources,particularly with regard to personnel,that cannot be matched by smaller firms. However,we provide an extremely high level of personalized service to our clients because of the way t`e are organized. In the case of Monroe County,we will retain the human touch ofa small entrepreneurial firm by assigning Greg Burns as your main point of contact. However, the County will gain the resources and knots ledge of the entire find, including in particular,Harry Glenn and Steve Palmer. if there is an issue for the County that may demand the expertise of other members of the firm, we will bring those experts to bear on the County's behalf. However,your day today points of contact within VSA will always remain the same. Our principals have been hired by VSA because of the quality of his or her knowledge,contacts,and skills rather than the size of headlines. The County can be assured that its cork will not be assigned to junior assistants after a contract is signed,a problem at some other Washington fines. Van Scoyoc Associates Inc. 1 101 Constitution Ave.,NW I Washington,DC 20001 1%202.638.1950 1 F:202.638.7714 1 wavw.vsanr.Mhl -~ VSA has also remained successful on behalf oy our clients even in these changing dmes. Long before the end mJ earmarks. nmrecognized that relevant policy issues, Federal agency programs,relationship development,and agency grant and programmatic funding can have a bigger effect oil a community than n� o simple Federal earmark. VYbUe we sought earmarks in the past,with considerable success,this new era has truly highlighted our strengths |nthe trenches,where legwork leads tm real results for our clients. Port my this success comes from the long history o[government service of our team members, from working for Members m[Congress um serving in important roles ut the highest levels o[Federal agencies. roroxump|c, within the fion,we have m former Assistant Secretary for the O.S. Department of Tmospurtution`a former Principal Deputy Assistant Secretary o[Defense for Legislative Affairs,a former high-ranking Corps wf Engineers official,several former Congressional committee Staff Directors and Ch/e[so[Staff,other highly successful professionals.and several PhDs. This diverse group o[leaders will allow us to provide the County with the best representation possible in the halls w[Congress and throughout the Federal Government. We have also begun to gain an understanding of Monroe County's unique circumstances through our te" work with you on responding to the recent National Flood Insurance Program(NFIP)crisis, This informal engagement proved very productive and allowed us to gain insight into the community and build relationships with your elected officials and County staff, V/e will 6e able tm build*n that relationship wm development through continued and expanded work on behalf of the County. Our comprehensive response to the NFIP situation and our many years of history working oil flood �"I insurance issues led to an extremely productive partnership with the Florida Association of Counties (FAC)oil a state-NN ide response.which led to our opportunity to work with Monroe County. We are proud s[our uorkingre|otionyhip with F&Cand believe that our unique engagement with them on the 8� NFIP issue will lead to future opportunities to work together on other issues,such as the Waters ofthe 0.S' proposed ru/mmuking. This%ki|} ultimately offer Monroe County the strongest Federal representation possible. Meanwhile,our existing friendships with other Monroe County partners,such as John Wayne Smith and Erin Deady,%ill also allow us to more effectively provide comprehensive representation to the County. � Most important u[n)LY0/\isun honest and ethical � ~nn�hcudo�sno��m6mcns aitoo|for�Ucncs. \�e � strictly abide b* the provisions of the Honest Leadership and Open Government Act ofZOO7 and u(hcc laws, including prohibitions on gifts, meals,and travel for elected officials and staff � Van Scnyoc Associates Inc. i lUl Constitution&ne.,NW l Washington, DC2Q0Ol P202,638,1950 � 1':201638.7714 1 wmv.vs&t)c.com V�iT Past Performance VSA .v Success in Represeivh7g Count Local Governments Please see the sections below for specific examples of our success representing county and local governments betore the legislative and executive branches of the Federal Government. VSA 's Success on Specific Issues );Ve have listed below a small sample of our accomplishments organized by issue area that often affect local gow ernments. In each section,you will find specific examples of our legislative, regulatory,and Federal grants successes with clients similar to Monroe County. All accomplishments were performed by all members of the VSA-Monroe County team. Environment,Natural Resources,and Water Quality VSA will help the County tackle environmental issues in a practical and responsible fashion. VSA's 4q, services emend from regulatory intervention,to appropriations for local environmental projects,to policy ref'orm. Among the many issues we have worked on include nutrient issues,watershed protection, vwetland conservation,coastal restoration,air pollution,pesticides,"Brownfields,"the Clean Water Act, Section 404 permitting,and innovative environmental research and development. We have also assisted clients in developing and implementing successful habitat conservation plans. ]IJ We have been closely involved in issues relating to the development ortotal maximum daily loads for various nutrients, including phosphorus in a variety of impaired watersheds. We work with our impacted Clients, including,all of our clients in Florida,the Environmental Protection Agency(EPA),and Congress to ensure that any rules,that are adopted are fair and based on science,as they can have significant costs to local goverriniCIAS, utilities,and others,The House of Representatives has been very engaged on some of r these issues, and we have worked successfully with out clients' Representatives to pass legislation to amend the Federal Water Pollution Act to grant states die authority to mandate their own water quality P� standards(including nutrient criteria)rather than the EPA enforcing a Federal standard. We have also helped organize a coalition of cities working%N ith the National Association of Counties, National txague of Cities,and the U,S,Conference of Mayors to modify pending storm water mandates for local governments, rhe success of this coalition resulted in Clean Water Act amendments and subsequent EPA regulations that established less costly requirements for municipalities whose separate storm sewer systems wv ere slated to be treated as industrial discharges. Recently, VSA has also been very engaged with the EPA and Army Corps' proposed rule on"Waters of the U,S" This rule seeks to define which waters fall under federal jurisdiction,and are, therefore,subject to lederal standards and requirements. Because the proposed rule could expand the scope ofthe Clean Water Act((WA),this could have major impacts on local governments as more vvatcrs become tederally protected. In addition.because the proposed rule applies to all CWA programs, its impact will be much broader than expanding the jurisdiction of tile Section 404 program. For example, features of municipal separate storm se%ker systems could be defined as waters of-the U.S..requiring not only the regulation of discharges from the system,but also runoff into the system. Roadside ditches that have more than ephemeral now and drain into another wN ater body could also be defined as waters of the U,S.,and the runoff into the ditch would be regulated- As waters of the U.S.,all these water bodies would be subject to use attainability designation and appropriate numeric affluent standards could be imposed on each. This is particularly Van Scoyoc Associates Inc. 1 101 Constitution Ave.,NW I Washington,DC 20001 T:201638.1950 1 17 202.638.7714 1 WMV.V5\13CCOM troubling for Florida,given its unique flood control systems throughout the state,all of"which may fall tinder the new definition of waters of the U.S.and could be subject to stringent and expensive new regulation. VSA has been very active on this issue and will work on behalf of Monroe County to address concerns related to the proposed rule. VSA has also been active in helping communities with public utility issues, including water quality monitoring, flood control,storm water management,and improvement of wastewater treatment systems. Over several years,VSA has secured more than$50 million for the County of Santa Maria,CA to rehabilitate old Corps of Engineers levees; $275,000 for Lee County, FL for the implementation of a wastewater improvement project to provide central sewers to septic-system communities that lie in environmentally sensitive watersheds;$300,000 to the County of South Salt Lake, UT for its waterline replacement project to increase capacity for fire protection and growth; $800,000 to the SOLI[thANest Water Management District, FL for a comprehensive regional water quality,storage,and environmental initiative;and$500,000 to the County of San Clemente,CA to expand the County's reclaimed water plant,k0icli will reduce the County's reliance on surface water. Finally, VSA works closely Nvith the National Oceanic and Atmospheric Administration(NOAA)to create new funding opportunities.On behalf of the Aquarium of the Pacific, VSA worked with officials at the NOAA Office of Education,as well as Senate Appropriations Committee staff,to craft a national, competitive grant program for non-profit institutions that provide educational information regarding the oceans to children. This grant program has allowed Aquarium of the Pacific to receive Federal funding for a Science on the Sphere exhibit. We also helped Martin County, FL secure a$4 million grant from NOAA for restoration of oyster beds in the Indian River Lagoon by effectively highlighting their project to NOAA before the grant application M due date,and also working to buffer any criticism of the project due to the likelihood of future freshwater releases atom Lake Okeechobee that might affect the oyster beds. Examples of projects on which we have advocated include: Client: St. Lucie County, Fla. Services performed/Strategies employed: VSA introduced St. Lucie County to appropriate Department of Energy staff who then gave the County guidance,advice,and technical assistance before ultimately awarding them the competitive grant, Outcome:$2,941,500 from a Department of Energy competitive grant program to create a revolving Solar and Energy Efficiency loan program Transportation The broad array of transportation and infrastructure clients we represent means that VSA principals and associates are"ell-versed in the appropriations and authorizing bills, as well as Executive Branch grants arid regulations that will impact Monroe County's transportation efforts. The VSA team has extensive experience advocating to Congress and the DOT modal agencies, including the Federal Highway Administration(FHWA), Federal Transit Administration(FTA). Federal Railroad Administration(FRA), and 17 ederal Aviation Administration(FAA),on behalf of transportation agencies around the Nation. VSA has helped to secure Federal funding and policies that have helped spur highway, transit,and airport development. During consideration of the most recent surface transportation authorization bill, MAP-2 1, VSA succcssfbll} advocated on issues including higher funding levels for highways and transit; standards for highway preserNation.expanding the authority for states to assume environmental clearance authority From the Federal government;continuation of tile Projects of National and Regional Significance program, preventing the elimination of dedicated transit funding; maintaining broad eligibility for bus rapid transit-. allowing States and local governments to receive higher Federal shares%%hen using Van Scoyoc Associates Inc, 1 101 Constitution Ave., NIV I Washington,DC 20001 r-202.638.1950 1 F:202.638.7714 1 WWW.VSADC.00N1 innovative technologies;and providing dedicated deployment funding for asphalt and concrete technologies to assist States in implementing these cost-saving innovations. VSA*s Steve Palmer has assisted on a number of small and new start efforts for AC Transit in Oakland, CA, helping to secure$45 million in Federal funding for the East Bay BRT Small Starts project, In addition, Mr. Palmer worked with the Los Angeles County Metropolitan Transportation Authority(LA Metro)to secure Small Starts approval for its Rapid Bus Gap Filler program and Wilshire Boulevard project. The VSA team works closely with the House Transportation and Infrastructure Committee,the Senate Environment and Public Works Committee,the Senate Commerce, Science,and Transportation Committee,and the Senate Banking, Housing and Urban Affairs Committee on authorization and policy, issues. VSA can be a powerful champion on transportation issues important to the County,and can emphasize the value of funding opportunities for transit, passenger rail,aviation,and highway development and safety programs. A diversified approach to transportation policy is critical. Our advocacy not only includes helping our clients understand how a proposed Federal policy or regulatory proposal directly affects a specific project, but how to secure funds for that project. Examples of projects that on which we have advocated include: Client: Santa Clara Valley Transportation Authority,CA Services performed/Strategies employed: VSA worked with the VTA's House and Senate delegation to gain support for a local rail New Starts/Small Starts project,and helped VTA work with the FTA to bring the project through the rigorous review process. VSA also advocated with the Appropriations Committees in the House and Senate to fully fund the New Starts/Small Starts program, Outcome: The recent execution of a S900 million Full Funding Grant Agreement with FTA. I his project will bring jobs,economic development,and new transportation options to the residents of Santa Clara County. Health and Human Services VSA has experience assisting local governments with healthcare,social services,housing,education,and other programs critical to the welfare of its citizens. This year, through our work%N ith a number of Oregon entities,VSA provided support and advocacy before Congress and at the Department of Health and Human Services(I 114S) for a Portland region Heath Commons to advance the Medicaid Coordinated Care Organization by securing congressional support for the proposal.The resulting$17.3 million grant from the Centers for Medicare and Medicaid(CMS)%%ill help fund the initial priority care innovations for the region and its partners. Another example of our success is our role in helping the City of Beaverton, OR receiN e a$1.6 million Community Transformation Grant to fund the Beaverton Community Health Partnership. VSA has extensive experience working with HHS, including with officials at the Health Resources and ScrN ices ldministration(HRSA), the Centers for Disease Control(CDC)and Prevention,and the Substance Abuse and Mental Health Services Agency(SAM H SA), We will monitor the availability of all rederal health care grants,alerting the County of their release and working to build congressional support for those applications. VSA has also been very engaged on a wide variety of health care and nutrition programs. We have been actively monitoring the implementation of the Affordable Care Act(ACA),advocating for child nutrition legislation,and fighting to preserve the Supplemental Nutrition Assistance Program (SNAP), We also r�ork hard for many of our clients to support critical funding programs such as the Community,Services Block Grants(CSBG)and the Low Income Home Energy Assistance Program(LIHEAP). 'd Van Scoyoc Associates Inc. 1 101 Constitution Ave., NW i Washington, DC 20001 n 202.638,1950 1 F:202 638 7714 1 MVW,W;ADC(-0Ki Providing a fflordable housing can be a critical issue for local governments,and VSA has had several successes working with our local government clients. For example, VSA helped Washington County negotiate through a number of meetings with key officials at the Veterans Administration on the HUD- Veterans Affairs Supportive Housing(VAS")program for the new Veterans Administration Medical Clinic. Through these meetings and our congressional advocacy,the County was able to secure an increased number of vouchers. VSA is also currently working to advance legislation to address veteran 4 homelessness. in another example of%%orking with Federal agencies,VSA helped the City of Baltimore, MD%Nith a problem it tikas experiencing with the Department of Housing and Urban Development(HUD)over the use of previously appropriated funds for public housing demolition and site remediation that%%ere unspent. MUD refused to let the City use these Hope VI grant funds for another desperately needed revitalization effort at a site known as Hollander Ridge. VSA worked to develop and secure approval of a legislative provision that $20 million of this grant money would be provided to the Hollander Ridge project. We have also secured innovative uses of Section 108 loans and influenced policy on housing initiatives such as the Neighborhood Stabilization Program, In addition,VSA has helped numerous communities secure Federal funds to equip libraries,museums, and other public amenities. We have also worked with the Department of Labor(DOL)to help negotiate a settlement with San Diego County and the City of San Diego on DOL funding of the joint Sall Diego Workforce Partnership program. Following is an example of a project on which we have advocated: Client: Galveston Count), I'X Services performed/Strategies employed, VSA worked closely N%ith the office OrSen, Bill TiF, Nelson and the Texas Senate offices to ensure that they understood the vital need to extend the ability of local social service entities to access Social Services Block Grant funding provided to a number of states after several disasters in 2008. Given Sen. Nelson's role on the Senate Finance Committee,which has jurisdiction over the issue,we were able to resolve the problem and secure the extension in the Senate only days after it had passed the House. This was a huge victory that prevented hundreds of millions of dollars from reverting back to the Treasury and kept it available to help recovery of the affected communities. Outcome: Secured a one-year extension of Social Services Block Grant funding provided to a number of states, including Florida,to allow those jurisdictions to recover from the 2008 hurricane season Flood Insurance As the County knows from our work together to respond to the impacts of Biggert-Waters, Florida has more National Flood Insurance Program(NFIP)policies than anywhere else, making it the state most impacted by changes to the program. We are extremely engaged on issues related to flood insurance and work, with our clients on a daily basis to address their concerns. The VSA-Monroe County team has close %%orking relationships with those Members of Congress and Committees with,jurisdiction over flood insurance, as well as close ties to FEMA. ongress recently passed a law that will curb massive premium hikes as a result of the Biggert-Waters Flood Insurance Reform Act of 2012 (13W 12). Despite this victory, it is now important that communities remain vigilant of implementation. Some next steps to consider include: 1. Lducating the community about the law and how it will help some constituents. 7, Gathering hard data related to business okvners and homeowners who are not helped by the taw. Van Scoyoc Associates Inc. 1 101 Constitution Ave,, NW I Washington, DC 20001 1':201638.1950 1 r:202,638,7714 1 tM%V.VSAI)C COKI 3 Monitoring FEMA's implementation of the law, including such items as the schedule of rate increases,the creation of a national Flood Insurance Advocate,and changes to map revision protocols. 4, Working NNith Congress to ensure FEMA meets the deadlines set forth in the law for key reports and actions. 5, Working with Congress to fix any unintended consequences that may occur,as well as improve the National Flood Insurance Program for the benefit of all participants. This means ctisuring that those at risk of flooding can purchase and maintain insurance coverage,the financial integrity of the NFIP continues to be restored,and the flood resiliency of our country is improved,all while not forcing property owners from their homes. Van Scoyoc Associates will work with Monroe County to address these items and ensure that the County fully benefits from the changes to BW 12. In addition,the new law railed to prevent rate hikes for secondary homes and businesses. VSA has been working with Congress to correct this. Now ihail,many of the implementation issues with BW 12 have been largely resolved,Congress must also think creatively about%vital can be done to improve the National Flood Insurance Program(NFIP)so ilia(: 0 those at risk of flooding purchase and maintain insurance coverage 0 the financial integrity of the NFIP continues to be restored 0 the flood resiliency of our country is improved all ANhile not forcing property owners from their homes I) All flood insurance rates,subsidized or not,should be increased by a maximum of 10 percent per year until actuarial rates are reached. For particular policies, it may take longer than 10 years for all actuarial rate to be reached,depending on the total increase expected. 2) Flood insurance should he tied to the property,not the owner,thereby removing provisions for immediate substantial increases due to a property sale, improvements,or other triggers. Similarly, FEMA should offer multi-year NFIP contracts tied to the property.This could help make mitigation more attractive and prevent property owners from dropping coverage after a few years,, 3) Unfortunately,the simple fact is that many property owners in flood-prone areas fail to purchase flood insurance.A 2006 Rand Corporation study estimated that about 49 percent of properties in Special Flood Hazard Areas(SFHA)purchased NFIP flood insurance and I percent of properties outside SFHAs purchased insurance. Using New Jersey as an example,the Wharton Risk Management and Decision Processes Center at the University of Pennsylvania has estimated' that: a. the average take-up rate for flood insurance across the state V'as only 6 percent prior to Hurricane Sandy; b. for census tracts that experienced at least some storm surge from Sandy throughout the state,the average take,up rate was nearly 15 percent, c, for tracts on the ocean,the average take-up rate was 75 percent, With NFIP premiums becoming unaffordable for many, property owners are more likely in the future to choose to self-insure instead of purchasing insurance,thereby further destabilizing tile program. Despite the existence orthe mandatory flood insurance purchase requirement,take-tip rates for flood insurance are low and the Federal government's exposure to uninsured property losses from flooding remains substantial. --------------- ----- ll , Kousky,Carolyn and Kunreuther,Howard;Resources for the Future and the Wharton Risk Management and Decision Processes Canter:Addressing Affordability in the National Flood Insurance Program,Issue Brief 13 021- August 2013. Vail Scoyoc Associates Inc. 1 101 Constitution Ave., NW I Washington,DC 20001 '1':202.638.1950 1 F:202.638.7714 1 wVW%V.VSADCCONI �' •- Congress must creatively work to ensure that all those in danger purchase insurance.This increase in participation should help drive down the cost of insurance for all. rN; 4.) The Government Accountability Office found that payments to Write Your Own(WYO) insurance companies for operating costs ranged from more than a third to almost two-thirds of the total premiums paid by policyholders to the NFIP for fiscal)ears 2004 to 20062. The percentage of premiums paid to insurance companies while they carry no risk is too high.Costs to consumers could be significantly lowered if insurance company profits were reasonably reined in, all while still creating a more solvent.NFIP.Congress must ensure that: a. FEMA's approach to establishing a schedule of operating costs is based on a reasonable, updated estimate of actual expenses; b. Biennial financial statement audits of WYO insurance companies are conducted by independent CPA firms as required by FEMA regulation,and that FEMA reviews the audits to ensure that payments made are proper and in accordance with NFIP requirements. Recent legislation helps move FEMA in this direction.However, FEMA states that they cannot take action that completely addresses these recommendations until the WYOs reliably report actual flood-related financial information and that it might take several years before all companies consistently report such information. Congress must work with FEMA and the insurance industry to speed up this process and bring much-needed relief to taxpayers who in most cases have no choice but to buy their policies from the NFIP. S.) Flood insurance does not reduce flood losses. Yet,mitigation works and everyone benefits. flte property owner has affordable annual payments and a safer home.The NFIP has lower exposure because of mitigation and have improved its financial soundness through pricing that is more risk based. Che financial institution providing the mortgage has a more secure investment due to lower expected flood losses. Lastly,the taxpayer benefits from a potentially reduced need for 0, disaster aid or bailouts of the NFIP.Given that, Congress must focus additional attention and resources on risk reduction. Congress should encourage property owners to undertake mitigation projects, including elevation, on their own by refunding premiums after projects are completed to reduce flood losses Loan or small grant programs should be established to provide funding for low-and moderate-income families in lieu of premium refunds This should also include credit for incremental mitigation as a cost-effective measure. 6 ) Sufficient attention has not been paid to the consequences of the affordability of flood insurance_ Substantially higher flood insurance costs could discourage the purchase of NFIP flood insurance, �I thereby weakening the program. With the real estate market frozen and prices for homes in flood G,. plains dropping,more buyers are reportedly offering all cash and are thereby avoiding mandatory purchase requirements. Yet,they may not be well off enough to fully self-insure. , r Congress should create a temporary,means-tested voucher program for low-and moderate- P�� income households such as that described in the recent 1.3niversity of Pennsylvania report entitled,"Addressing Affordability in the National Flood Insurance Program." As an example of our success with regard to flood insurance,we highlight the following effort on behalf of the City of Visalia.California: Government Accountability Office,National Flood Insurance Program' FEMA's Management and Oversight of Payments for Insurance Company Services Should Be Improved;September 2007. C3 �Varl (:oyoc Associates Inc. 0 101 Constitution Ave.,NW I Washington,DC 20001 T:202.638.1930 1 F:202.638.7714 1 wwv4v. SADC.Ccatt Client:City ofVisalia,CA Services performed/Strategies employed: Since we were hired by the City in 2009,the Council has sought to offer residents more options when they are forced to purchase flood insurance to satisfy the requirements of the NFIP. Working closely with their Congressman,we identified the gap betv4een "hat the City's residents pay for coverage and what the NFIP has actually paid back to the community in claims. We then worked with their Congressman to first draft language to help ensure private flood insurance availability for people throughout the country-,and second,to ensure the language was included in the ManageCs amendment,which was approved and added to the legislation during Committee markup. In the Senate,we worked with key Senators through the legislative process(staff,Committee,Floor)to ensure the provision was included in their hill as well. Outcome: The language was included in the final bill signed by the President. While FEMA recently took steps to alert leaders that private insurance was acceptable(at out insistent prodding),this language will go further and ensure that lenders must accept the insurance as long as it meets the requirements of the NFIP. The opportunity for private insurers to N%rite policies should significantly reduce the cost of less risky flood insurance. li Public Safety, Emergency Response,and Disaster Recovery All local governments want to tinaintain public safety services during these times of deep budget cuts, if not improve them. VSA has helped our government entity clients obtain public safety funding through the Department of Justice and other Federal agencies for a number of initiatives. These successes include$400,000 to the City of Lompoc,CA for its Gang Assistance Surveillance Program, which allowed for the purchase of a mobile surveillance command vehicle and the installation of closed circuit video in specific areas of the City;$200,000 to the City of Pismo Beach,CA for the installation of radio repeater towers throughout this long,mountainous community that removed dead spots faced by public safety officers throughout the City;$100,000 to Jefferson County,TX for law enforcement interoperability improvements:and$390,100 to the City of Flagler Beach, FL for emergency personnel technology improvements to improve the response to future hurricane events. VSA has also successfully worked to help secure funding for Washington County's Drug Court and the Recovery Mentors program, More recently, VSA has arranged meetings for the City's leaders at the Bureau OFJUstice Assistance(BJA)on Nvays in which the City can more effectively compete for Second Chance program and other BJA grants. VSA has also demonstrated creative ways to secure funding for government entity crime prevention efforts by targeting education and recreation funding, These include$500,000 to the City of South Salt Lake, U'17 to improve after-school programs targeted at those who are susceptible to the allure ofgangs; $476,000 to a California non-profit that provides free aflerschool tutoring and recreation programs for at- risk students-,and $100.000 to the City of South Salt Lake,UT to establish a new community center at a low-income,heavily minority population housing complex for job training and English as a second language classes, VSA works closely with the Department of Justice's(DOJ)Community Oriented Policing Services (COPS), the Byrne Local Law Enforcement Assistance Program,the Juvenile Justice Grant program, and the Justice Assistance Grant program(JAG),all of which will help in securing discretionary grant funds to reinforce safer neighborhoods. In regards to these programs, ive were successful in securing the folloNkill": a $125,000 to Del Norte County, CA from the DOJ's COPS Hiring program to hire one police officer 0 $2 million for the City of Elk Grove,CA from the DOJ's COPS Hiring program to hire eight police officers Van 15'coyoc Associates Inc. 1 101 Constitution Ave,, NW I Washington,DC 20001 T:201638.1950 tl N:202,638.7714 "� MMNSADC.COM $900,000 to the City ofGalt, CA from the DOJ's COPS Hiring program to hire rive police officers J, • $375,000 to the City of Visalia,CA from the DOYs COPS Hiring program to hire three police officers • $1,25 million to E I Paso County,TX from the DOD's COPS Hiring program to hire 10 police officers We also work closely A ith many of the Federal Emergency Management Agency(FEMA)grant programs, including the Assistance to Firefighters Grants(AFG)and the Staffing for Adequate Fire and Emergency Response Grants(SAFER). VSA will provide expert guidance to Monroe County to ensure that you are taking full advantage of Federal public safety programs that will protect your citizens. Some of our recent FEMA grant successes include: • $5.7 million to the City of Santa Maria,CA from tAvo FEMA fire grant programs(SAFER and Fire Stations)to build both a new fire station and staff it with firefighters $158,467 to the City of Manteca, CA from FEMA's AFG program to purchase new self,• contained breathing apparatus equipment that meets current firefighting standards • S 199,040 to the City of Visalia,CA from FEMA's AFG program to purchase cardiac monitors for their firefighters Finally,our team has extensive experience working with FEMA to help local governments respond to critical emergencies. VSA represents a number of coastal communities susceptible to natural(and man- made)disasters,both on the East and Gulf Coasts. For example,Greg Burns has helped St. Lucie and Martin Counties in Florida recover from Hurricanes Frances and Jeanne, Lee County, FL as it recovered from Hurricane Charley,Galveston County,TX as it recovers from the devastation of Hurricane lLe, the Captiva Erosion Prevention District as it recovers from Tropical Storm Debby,and Martin, St. Lucie,and Volusia Counties in Florida as they recover from Sandy through the Corps of Engineers' assislance. We actively work to support Emergency Management Performance Grant(EMPG) funding for local governments. We have also expedited tens of millions of dollars in disaster recovery reimbursements to local governments after significant disasters. For example,we worked to secure the reimbursement of$7 million to a county for the repair of a major thoroughfare after a disaster by working with the Federal I ligh%%ay Administration in both Washington and the state. We also helped a client secure reimbursement of over$5 million for the rebuilding of a civic center,during which we worked closely with FEMA in both Washington and the state. Following is an example of a project on which we have advocated: Client: St. Lucie County, FL Services performed/Strategies employed: VSA applied targeted pressure and provided clear, accurate information to the right rEPvIA staff, including the head of the Public Assistance Division at FEMA headquarters, when St. Lucie County was getting little to no response from the state recovery office in Lake Mary regarding its need for reimbursement for a Clerk of the Courts reconstruction. That timely interaction with FEMA headquarters led to their intervention with the A State office that ultimately led to the quick and positive resolution for the County. Outcome: Secured approval from FEMA to reconstruct a Clerk of Courts building that was heavily damaged by storms,a project which will cost more than $6 million Federal Agencies such as FEMA,Army Corps of Engineers,and EPA In the sections above,%we have described our experience working with several Federal agencies such as FEMA and the EPA, Whether working on regulatory permits for projects,regulations that could impact our clients(such as the Waters ofthe U.S. proposed rule).disaster recovery,or flood insurance to name a few,our experience is well-documented. Van Scoyoc Associates Inc. 1101 Constitution Ave., NW I Washington,DC 20001 T:201638.1950 1 F:201638.7714 1 VVMV.V5ADC.00M I'd One example not described elsewhere is our work with Charlotte County, I'lorida on the approval of their Habitat Conservation Plan(HCP)for the Florida Scrub-Jay. While all of the credit goes to County staff for their years of proactive and excellent work on the MCP,we have played a useful role in engaging with the Fish and Wildlife Service(FWS) in Washington,Atlanta,and Vero Beach and Congress to support the County's%vork and ensure speedy approval of the plan. Our relationships have led to productive and consistent engagement by the County with higher levels of the FWS,all of which has been supported by the County's Member of Congress to give the County's voice positive priority. J We know Monroe County has many challenging issues pertaining to a number of Federal regulatory agencies. Our kw ork with these agencies,our ability to develop productive working relationships Nvith them,and our consistent engagement of Congress to help further our clients'goals in positive ways will allow us to enhance and supplement Monroe County's already strong efforts and relationships. wf Apart from agencies such as FEMA, the EPA,and FWS,we have equally excellent relationships with the Corps of Engineers has and we have experience working on Corps of Engineers projects from three different but equally important viewpoints—legislative, Federal agency,and local. USA's team works closely with the Energy and Water Appropriations Subcommittees,the House Transportation and Infrastructure Committee, and the Senate Environment and Public Works Committee on a frequent basis. Our team members possess direct knowledge and experience in handling the funding and policy issues associated NNith Corps projects. We understand the legislative processes, planning,and budgeting behind funding decisions—an interrelationship of heightened importance because of Congress's increasing dependence on work plans and continuing resolutions for the Corps. Greg Burns leads the team with his intimate knowledge of Florida water resources issues, including having spent more than a decade representing Florida interests. He has also successfully represented many clients throughout the country with Corps of Engineers issues similar to those in Monroe County, giving him a tremendous advantage%%hen %workillg in this area. VSA also have insider experience working with Headquarters and District Offices of the Army Corps of Engineers(ACME),as vw e have staff that is former career professionals within the Corps.Our tcarn understands the processes, personalities, and policies of the Corps through all of its bureaucratic levels. The VSA learn has a proven record of working Successfully with a variety of Corps of Engineers Districts, including Jacksonville,the South Atlantic Division offices in Atlanta,and Headquarters in Washington. Our team has not only secured Federal funding for Corps of Engineers projects and studies,but also %%orks directly with the Corps to solve problems with projects or studies,encourages the Corps to take quick action on studies,and works proactively with the Corps to address potential problems. The team has dealt %vith the details of many Corps projects and studies, including reimbursable construction projects, feasibility studies.General Reevaluation Reports, Limited Reevaluation Reports. Design Deficiency Reports, Project Cooperation Agreements,Project Implementation Reports, Dredged Material Management Studies,and Continuing Authorities Program studies and projects. Together, VSA's team %w ill work closely with Monroe County on the finer details of the Corps' and other agencies' processes to ensure appropriate funding for Corps initiatives,as well as harmonic regulatory and policy decisions. This integrated approach, both internal and external to Federal agencies, is critical to securing a positive outcome for both funding and policy issues related to water resource management for Monroe county. following is an example of a project on which we have advocated: Van SLoyoc Associates Inc. 1101 Constitution Ave.,NW I Washington,DC 20001 T:202.638,1930 1 1-202.638 7714 1 WWWNSADC.COM Ju Client: Martin County, FL Services performedfStrategies employed:VSA worked with all levels of the Corps to resolve an issue for the County in which ACQE notified them that they owed the Corps rougEaly$1.9 million,which was revealed by a Corps internal audit. The Corps gave the County eight days to r` remit the $1.9 million,or work on their scheduled beach nourishment project would be halted. VSA assisted in hashing out an agreement between the Corps and the County to address the past due balance. Outcome.VSA helped to craft a deal in which the County would pay back the$1.9 million over four years v bile still allowing for the scheduled beach nourishment. i Payments in Lieu.of Taxes(PILT) As the largest recipient of PILT funding in Florida,]Monroe County knows well that under Federal law, local governments are compensated through various programs for reductions to their property tax bases due to the presence of Federally owned land. These lands cannot be taxed, but often create a demand for Services such as fire protection and roads. Because local governments are largely financed by property taxes,the inability to tax the property often significantly affects the local tax base. The Department of the Interior(D©I)administers the Payments in Lieu of Taxes(PILT)program, wvhich compensates local governments for the taxes they cannot collect on those lands. Beginning in 2008, PILT was funded through mandatory appropriations each year. However, in 2013, that mandatary designation expired and was extended for only one year through the end of Fiscal Year (FY)2014. Therefore, in FY 2015, PILT could revert back to discretionary spending at.FY 2008 levels. This would be a huge blown for counties,such as Monroe,that rely heavily on P1L F. Congress must now debate whether or not to:(1)approve fill] funding of PILT through future extensions yr of mandatory spending°,(2)reduce payments through the annual appropriations process or by changing the PILT formula; and(3)add or subtract any lands to the list ofthose now eligible for PILT. VSA has experience working with local governments on this issue,particularly those in the rural%vest and, if selected,will ensure that Monroe County is an active participant during the congressional debate on this l issue. The VSA team has close working relationships with the House and Serrate Appropriations Committees, the I louse Natural Resources Committce,and the Senate Energy and Natural Resources Committee. We also work closely with the Department of hi(erior, Bureau of Land Management,and the National Forest Service. One way in which we actively engage on PILT issues is by working with members of Congress and Senators on a nationwide basis to support the prograitt through the appropriations process. For example, we recently engaged a diverse variety of Members on a PILT bear Colleague. We asked that relevant (� Members sign the PILT support letter to the Appropriations Committee to ensure broad support of the program,as well as request work on a comprehensive, mandatory extension of the program. However, p the inclusion of PILT in the Farm Bill was all ominous sign,as the program was used as a political chit for the first time in the recent past,putting its future in some jeopardy. ttEST©RE Act L' Oil behalfofseveral of our GulfCoast clients in both Florida and Texas,we have maintained an active interest in the RESTORE Act since its passage by Congress in 2012. We foresee an active role to play in positioning transformative projects for funding by the federal Council, as well as supporting our clients' efforts to get funding from their respective states. We were actively engaged with the Department of the Treasury°during their rulemaking process, including setting up meetings for our clients,setting,up meetings wvith nearly all the other Federal Council members in Washington,and writing;comprehensive r� � Van Sc:oyoc Associates Inc. 1 101 Constitution Ave., NW I Washington,DC 20001 ` :2.02.638.1950 1 F:202.638,,7714 1 t IMNSAt)C.CJM comment letters for our clients in response to the two rulemaking opportunities thus far(Federal Council and Treasury)due to the passage of RETORE, We will continue to monitor the resolution of the civil trial between BP and the Department of Justice, 61 including the allocation of fines via the Clean Water Act or Natural Resource Damage Assessment processes, monitor ongoing Federal implementation of the RESTORE Act to ensure continued benefit to r our clients„and support efforts to secure funding for Monroe County, While the Federal trial may not be resolved for some time,the RESTORE Act still offers the County a r unique opportunity to implement projects that otherwise may be unrealistic. Whether this includes major projects funded at least in part by RESTORE funding or other, more localized projects that nonetheless provide significant restoration benefits to the Gulf,VSA can help the County work with the Federal Council and its individual Agency members, Congress, or other state and Federal stakeholders throughout the Gulf to support projects which not only benefit the Gulf, but also benefit Monroe County. Fconontic and Community Development The proposed VSA team for Monroe County has been successful in securing community and economic development funds for our clients, including: $300,000 for the City of San Clemente,CA to help construct the City's Coastal Rail Trail; $380,000 for the City of South Salt Lake, UT for streetscaping along taco main arterials both increasing Ciq beautification efforts and improving pedestrian safe $150,000 for the City of Santa Maria,CA to assist with the construction of new City library;$53.6 million for the construction of a new Federal courthouse in Fort Pierce,FL, which serves as an economic catalyst For the City while also addressing the growing needs of the judicial system in South Florida; and $I.1 million for the City of Pismo Beach,CA to complete the last phase of their beach front promenade. We also work closely with the Economic Development Administration(EDA),the Department or Agriculture,the U.S.Export/Import Bank, and other Federal agencies in an:effort to not only secure funding, but also create new opportunities for our clients'communities. Examples of projects that on which are have advocated include: IIj Client: Lee County, FL Services performed/St rat tegles employed: Assisted the client by setting up meetings for the client raith the EDA in Atlanta and Washington,helping to draft their grant request,working closely with [lie agency to fine-tune the application,and securing Congressional support for the County's initiative. Outcome: $951,000 in grant funding from the Economic Development Administration to support the preliminary design, modeling,and permitting of wastewater and infrastructure improvements to serve the region's Renewable Energy and Research Diamond incubator. VSA 's Success with Federal Grants and Appropriations Willi otur adaance planning,the current earmark moratorium did not come as a shock, nor does it create a l"l crisis. While ideally we would like to work to secure earmarks for clients,our immediate focus will remain on relevant policy issues, Federal agency programs,relationship development.and agency grant and programmatic funding,all of which can often have a bigger effect on a community than a simple y, Federal earmark. Many of our successes related to grants were described in the section above, but we also have more examples of our work with agencies below. For example, Mr. Burns recently asork,ed with the City of Visalia.CA to secure a two-year extension of the Preferred Risk Policy(PRP)rate for residents who have Federal fond insurance through the National Flood Insurance Program. With more than 12,000 residents in file flood plain and PRP rates almost Ik � $1,000 lower than regular flood insurance rates,the City's residents will save nearly$18 million in flood Van 5coyoc Associates Inc, 1 101 Constitution Awe., NW l Washington,DC 20001 V; rm 202.638,1950 1 F:202,638.7714 1 av MNSAMICO:at I insurance premiums over two years. While this example may not apply to Monroe County's circumstances, it is an example of how policy initiatives can have a positive impact on the community. ILI In another example, Mr. Bums worked with the City of Beaverton,OR to engage the U.S. Export/Import Bank and the Department of Commerce to set up a seminar for export businesses in the community. In this way, the City and its local businesses may gain the assistance of these Federal agencies as individual companies look to expand their exports or initiate exports to new markets. We also engaged the U.S. Interagency Council on the Homeless to assist the City so it can better address its challenges with youth homelessness Finally,we worked with the Economic Development Administration to secure competitive grant funding for expanded programs at the City's Oregon Technology Business Center, 1A VSA has been particularly successful in ensuring healthy funding for specific programs of importance to local governments, including Community Development Block Grants(CDBG), Payments in Lieu of Taxes(PILT),COPS Hiring Grants,and FEMA Assistance to Firefighters Grants(AFG). Every year, %ve will work with Monroe County to draft programmatic requests letter that will go to each member of the County's delegation laying out programs of importance and requested funding levels. We will also work with the County's delegation to gather their signatures on"Dear Colleague" letters of support for those programs. Dear Colleague letters are letters sent by one or more members of Congress to all Fellow members asking for cosponsors or seeking to influence the recipients' votes on an issue. In the case of appropriations,these letters go to the Appropriations Committee in support of funding programs at a certain level. If enough members sign, it can have a strong effect on the Committees. VSA has all extremely high success rate with Dear Colleagues As congressionally directed spending is on hold for the near future, more discretionary funding is left at the agency level to be awarded. This is why securing discretionary grant funding through Federal agencies and Executive Branch departments is becoming more important than ever. Along with our ability to navigate Washington effectively and achieve success on behalf of our clients,VSA has the insights and experience in the agencies to help Monroe County produce competitive and compelling grant applications in almost every subject area. VSA's continued contact and close working relationships with rederal agencies allow us to glean intelligence in advance of public announcements. Please refer to the section titled'*Enhancement orthe County's Financial Position"to read VSA's grant strategy for Monroe County. Specific examples of our success related to Federal grants and appropriations on behalf of local governments can be found in the above sections. J71 f] Van SLoyoc Associates Inc. P 101 Constitution Ave., NW I Washington, DC 20001 F 202.6383950 I r:202.638.7714 1 MN%V.V9AD( CDXI Approach to Implementation of Monroe County s Federal Legislative Program Project Plan if We know Monroe County has a sophisticated understanding of Federal advocacy.If selected, VSA will proceed in the following manner: 0 Critically examine, and then improve upon.the County's past advocacy efforts a L\plore and recommend new areas of Federal advocacy not pursued in the past 6 Broaden efforts already initiated by the County VSA will immediately study and assess the County's priorities and community assets.and examine which needs and assets create momentum fit Federal trends for the best chance of Congressional and P Executive Branch success VSA will work with County staff to evaluate how best to achieve the County's,long-term goals and examine several methods for securing Federal support for County policies and projects. We will jointly develop a Federal Legislative Agenda to guide and provide the explicit support of the County Comm ission for our efforts. Sprinkled throughout this proposal is a detailed description of the services and strategies VSA proposes, What follows here is in addition to those other items mentioned elsewhere. Based on our experience, we know the most effective communication and advocacy strategies are developed with honest input from all parties involved. For that reason,we work hard on being flexible to the needs and concerns of the County and look forward to developing a specific strategy as our relationship progresses that takes into account our extensive background representing local entities with similar interests. Provide research and timely written and oral information to Monroe County. Effective communication is critical to successful advocacy. The VSA , Monroe County team will work diligently to keep the County informed and updated regarding Federal legislation, initiatives, funding opportunities, and news through a variety of different sources. While team leader Greg Bums will always be aNailable to the Count),, the team can arrange scheduled phone calls and produce written updates to riensure ongoing communication is taking place The VSA team will also prepare, with the assistance of County staff for technical guidance,the following forms of research and information: 0 Analyses of budget requests and forecasts for policies and programs of importance to the County: a Reports of,and testimonies from,relevant committee hearings and markups; a Memos on pertinent I.cderal initiatives or topics; 0 Federal agency and departmental regulations,guidelines,directi%es,and other instruments of administrative policy, Grants and other funding opportunities for proposed County projects; a Technical reports and memoranda affecting County operations and fiscal conditions, 0 Copies of proposed legislation and associated reports; 0 -White papers"and materials geared toward elected officials and their staffs that justify the Counq's objectives in simple and straightforward language.providing Congress and the L xecutive Branch with the information they need to be successful on your behalf-, Van Scoyoc Associates Inc. 1 101 Constitution Ave., NW I Washingtun, DC 20001 T:202.638.1950 1 F.-202 638.77,14 1 %V%V%V V-;Ar)C CONI a Support or request letters for Congressional sponsors to use with relevant committees or Federal agencies-, 0 Any necessary forms for appropriations or authorizations requests; 0 A briefing book for pertinent members of Congress, House and Senate Committees, the Executive Branch agencies,and their staffs,and 0 Monthly itemized invoices for compensation related to services. Monitor existing and proposed laws and regulations that affect the interests and priorities of Monroe County VSA will closely monitor the progress of pertinent bills, relevant agency regulatory developments,and significant budget discussions and legislation to ensure that the County's priorities are considered by the appropriate authorities at every opportunity. Success depends upon timely input from Members of Congress and their staffs to the committees. Similarly, careful coordination must be maintained with Federal agencies that administer the programs to make sure the agency demonstrates its interest. VSA will ensure that conversations are made at the right time,that timely correspondence is sent,and that agency officials communicate%cith Capitol Hill. Proactively recommend and develop legislative positions for proposed laws and regulations that affect the interests and priorities of Monroe County, Working Mill the County,and based on our knovledge of opportunities,VSA will develop a list of current or predicted legislation to either oppose or support on behalf of the County,as well as funding targets and essential Federal programs that must be protected, We will work with County staff to create a prioritized and action-oriented Federal Legislative Agenda that can be distributed to the Board of County Commissioners. This agenda will be used as a wide for the aggressive advocacy provided on behalf of Monroe County and%%ill be Updated as the 113.wide progresses and the I 14'r'Conigrcss begins. In addition to the formal legislative agenda, VSA [cam members will discuss and research pertinent legislation as it develops. We will constantly monitor tile introduction and progress of proposed laws and regulations and provide analysis on the potential effects for the County. We will assist in developing the County's stance and contact the relevant members of Congress on your behalf to ensure they are avare of your position on significant legislation. Attend County Commission meetings as requested by the County to report on activities. VSA begins all client relationships with a site visit to assess your strengths,assets,needs,and long-term vision, with the goals of creating a Federal strategy to ensure success during the Congressional sessions, ad%ance existing projects,and advocate the community's long-term vision within both the Congress and the Executive Branch. Throughout the year, VSA will maintain a N isible presence with the County,as we are committed to tra%cling,to Monroe County on a regular basis to brief officials on events in Washington affecting tile County's Federal agenda. Promote Monroe County's position on priority issues to interest groups such as the National Association of Counties,the Florida Association of Counties,the U.S. Conference of Mayors,rind the National League of Cities. VSA regularly participates in meetings of tile National Association of Counties and tile Florida Association of Counties,as%,.ell as the U.S. Conference of Mayors and the National League of Cities. Among all these organizations, we are prepared to play an intermediary role between the County and the Van Scoyoc Associates Inc. 1 101 Constitution Ave.,NW I Washington,DC 20001 r.202.639.1950 1 F.202.638.7714 1 WirMNSADC.CON't groups by articulating issues and important viewpoints and disseminating pertinent information and initiatives back to County staff. Proposed Implementation Schedule In order to execute the County's Federal advocacy plan.VSA is prepared to begin work immediately on behalf of the County. Toward that end, we propose the following work plan for the first six months, bused on a start date of October 2014. Of course,we anticipate working with the County to continually evaluate and modify this work plan as necessary to accommodate the evolving political dynamic. October 2014 Travel to the County to meet with the County Commission and County staff. Review prior advocacy efforts,build and strengthen working relationships,discuss the legislative and regulatory priorities for the County for the year,and develop implementation strategies for grants and legislation. • Meet with members and staff of the Monroe County Congressional delegation to formally ri introduce ourselves as the new Federal advocacy team for the County and to discuss the strength of prior advocacy efforts and future initiatives. Coordinate with the County on a format for reporting and providing regular updates to the County on issues of concern. VSA will work with Monroe County to set up reporting measures that are tailored to the County's wishes and interests,and that provide complete accountability for(lie work we do on your behalf. Work immediately on behalf of the County with respect to the reauthorization of the Transportation bill,which expires at the end of Fiscal Year 2014,but is unlikely to be settled prior to the end of the fiscal year. VSA will work will,the Transportation committees to ensure programs critical to the County are fully funded. * Monitor resolution of Fiscal Year 2015 appropriations bills to ensure that County priorities are funded at adequate levels; identify and communicate County priorities with Appropriators and the Congressional delegation, including those in Florida,to ensure programs are protected. 0 Monitor resolution of PILT funding for FY 2015,which is unlikely to be settled until the end of (lie year. 0 Congress may continue to consider comprehensive tax reform. VSA will monitor developments, engage with the congressional delegation,and actively participate in coalitions to support the goals of the County. In particular, protecting the tax-exempt status of municipal bonds will be critical to ensuring the long-term viability of this important financing tool, 0 Initiate regular conference calls with County officials. * Monitor the Federal Register and Executive Branch grant announcements, providing summaries to the County as necessary. November-Deceinher 2014 a Begin development of a comprehensive Federal Legislative Agenda that will guide our issue advocacy for 2015. a Begin development of annual Grant Strategy plan to help focus grant advocacy efforts during 2015, 0 Contact NACO leadership,alerting them that VSA will serve as tile County's Federal advocate arid coordinate on key policy initiatives. • Monitor Congressional elections and notify the County of implications of the election outcomes, which could significantly impact the County's priorities. • Congress will likely still continue to work towards completion of a long-term I'arm bill. VSA will �S, update the County on the status of these negotiations,and work with NACO and tile Monroe delegation to support appropriate funding levels for programs such as the Supplemental Nutrition Assistance Program, P, "A Van Scoyoc Associates Inc. 1 101 Constitution Ave.,NW I Washington®DC 20001 ,r:202.638.1950 1 F:202.638.7714 1 WWWNSADC.COM Report to the County on our monthly activities. • Continue regular conference calls%v ith County officials. Monitor the Federal Register and Executive Branch grant announcements, providing summaries to the County as necessary. j-Febriiary 2015 Refine and complete the County's Federal Legislative Agenda and Grant Strategy documents for approval by the County Commission. Plan for trip to Washington by members of the Commission and staff to help present the Federal agenda and Grant Strategy to the Congressional delegation and key Federal funding agencies. • The President may submit the Fiscal Year 2016 budget proposal to Congress in early February. VSA will attend agency budget briefings and provide summaries, focusing oil programs most important to the County. rr, Based on the Administration-proposed Fiscal Year 2016 budget and the Congressional resolution of the Fiscal Year 2015 appropriations process,VSA will prepare and submit programmatic funding requests to the Monroe delegation,striving to ensure that Federal programs important to the County are fully funded. VSA will seek letters of support from the Congressional delegation to the Appropriations Committee for program funding increases. Continue regular conference calls with County officials. Monitor the Federal Register and Executive Branch grant announcements,providing summaries to the County as necessary. Alarch-April 2015 * Monroe County Commissioners or staff may travel to Washington, D.C.to attend the NACO Legislative Conference in early March. VSA will schedule Congressional and agency meetings focusing on areas of highest priority to the County. VSA will prepare white papers and rl background inaterials to help the County communicate its message and priorities. 0 Meanwhile,if the County has not already traveled to Washington, it should come before the end of April for at least one trip,regardless of NACO participation. 4 1 Iouse and Senate Appropriations Committees will begin to hold hearings on the President's Fiscal Year 2015 budget. VSA will attend Congressional hearings on agency budget requests and other authorization bills and provide analysis of issues important to the County. * Congress may consider a budget reconciliation bill that could propose cuts to Medicare, Medicaid,and other critical domestic programs. VSA will review these proposals and work w ith the County to address how it will affect the County's ability to deliver services. 0 Congress may consider a reauthorization of the Workforce Investment Act. VSA will Monitor this legislation.and help the County advocate for investment in job training and programs to attain County Report to the County economic development goals. 101n our monthly activities, Continue regular conference calls with County officials. Monitor the Federal Register and Executive Branch grant announcements,providing summaries to the County as necessary. Vaj-Jime 2015 VSA will travel to the County for on-site briefings and consultations. This will be an opportunity to brief the County on the status of implementation of the County's Federal agenda as well as the Grants Strategy platform, Congress will begin to move Fiscal Year 2016 appropriations bills to the floor. VSA will help the County advocate for funding levels, programs,policies, amendments and report language to ensure these bills are favorable to the County. Van Scoyoc Associates Inc, 1 101 Constitution Ave.,NW I Washington,DC 20001 T:202.638.1950 1 F:201638.7714 1 VVVVVV.VSADC,COk1 * VSA will continue to engage the Monroe delegation on the Fiscal Year 2016 budget,as well as developments on other relevant legislation that the House or Senate may consider. VSA will report back to the County on details of such legislation. 0 Report to the County on our monthly activities. a Continue regular conference calls with County officials. 0 Monitor the Federal Register and Executive Branch grant announcements, providing summaries to the County as necessary. Process and Tools Used to Monitor Critical Issues VSA will use our wealth of news sources and relationships to monitor critical issues on behalf of Monroe County. We will also prepare monthly updates for the County outlining our%vork on your behalf over the past month. To keep the County formally up to speed on our activities,we can also schedule regular conference or video calls on a bi-weekly or monthly basis,depending on the desire of the County. Meanwhile, we will stay in touch via email and phone as appropriate throughout our relationship to inform you of our work and Washington happenings on a routine basis. Out Federal Legislative Agenda, which we will create for the County, will help serve as a barometer of our effort during the year as well as give us clear guidance on those issues which we engage in on behalf of the County. We anticipate performing all of the work outlined in this proposal for the County. While this relationship %tiith Monroe County will be a partnership,you can expect us to carry the heavy load. We will need your participation in routing information we provide,sending us information we need and or request,helping to keep us aw are of local conversations occurring,ensuring that letters we draft are signed and sent, making staff and elected officials available for conversations, gaining feedback from staff and elected officials on policies or laws,advocating with us in Washington once or twice per year(depending on the issues and the timeliness of the need),and otherwise engaging actively with us in a participatory manner. However, we still anticipate developing materials,providing all necessary background information,and otherwise carrying out the advocacy program for the County. Organizational Chart rid Van Scoyoc Associates Inc. 8 101 Constitution Ave., NNW I Washington,DC 20001 T:202.638.1950 1 F:202.638.7714 1 MVIVNSADC.COM Communication Methods a Effective communication is critical to successful advocacy. The VSA- Monroe County team will work diligently to keep the County informed and updated regarding Federal legislation,initiatives, funding opportunities.and news through a variety of different sources. Team leader Greg Burns will always be available to Monroe County. We ensure that the Vice Presidents in charge of client relationship possess the shills and experience to match the needs of the client,actively supported by others within the firm. This approach will give Monroe County a complete understanding of the work we do on your behalf. It is also important to note,however,that the resources of all 70 VSA principals and legislative staff may be drawn upon at any time. VSA truly fosters a collaborative atmosphere,and several VSA principals have backgrounds that give the County a broad base of experience from which to draw. Based on our experience.we anticipate we will spend a significant percentage of time communicating; a with tite County in order to provide updates and respond to questions, while communicating the County's agenda to key Federal officials. VSA will organize scheduled calls with the County in order to ensure that wwe have a coordinated and active Federal strategy. We also will produce comprehensive status i reports and summaries of our work on a regular basis. While many communities have similar needs and objectives,our specific approach and methodology varies by client. VSA prides itself on being able to adapt to tite different methods and structure each client finds most effective. Whatever methods you choose,all the content and information we create will be for Monroe County and will not be generic. It is our job to know what interests you and to ensure you have that information, not pass along irrelevant information. Relationships with Congress and Federal Ageticies Monroe County must meet with the right members of Congress and it must deliver the right message. file proposed VSA Monroe County team has excellent working relationships with the County's i% Congressional delegation,as well as the entire Florida delegation. Furthermore, given our large firm,wwe have members of our team who have worked for both the ]-louse and Senate Appropriations Chairmen, Congressional leadership,and other critical members of Congress. Other members of our team have wworkcd in important Federal agencies,such as the Department of Transportation and the Corps of Engineers.to name a few. fltese relationships will be key to the County as we advocate on your behalf and help you develop,maintain,and enhance your own relationships. y A member of the VSA team will accompany the County during all meetings with Congress, staff,and agcncy officials to provide background information and assist as needed, We will work with County staff in advance to ensure that those attending the meeting are knowledgeable on the topics being discussed and equipped w ith documents to supplement the conversation. We understand that financial limitations restrict Cotuwty staff members and elected officials from traveling to Washington as often as may be. desired. In recognition of that, we wwill work to make sure that all trips are structured to most effectively take ad%antage of your time here. For the name reason, we will continue to engage in regular meetings with Congressional leadership,staff, and agency officials on behalf of the County° in your absence. VSA will stay in continuous contact with these officials b) phone and email. VSA will advance already existing political relationships and establish new ones. We will assist in correspondence between your Congressional delegation,agency Officials,and other relevant members of Congress to ensure your viewpoint and suggestions are heard retarding~ legislation that affects the interests of the County. VSA will focus its collective efforts. intensely on the Congressional and agency leaders that will best enable us to accomplish your goals. 14 Van Scoyoc Associates Inc. i 101 Constitution Ave.,NW I Washington,DC 20001 Td 202,638.1950 1 Fa 202.638.7714 1 wwwv.VSAD °.CON] Enhancement of the County's Financial Position VSA will help Monroe County navigate the policy,budgetary, and legislative processes to select appropriate grant programs and improve the County's chances to secure grant funding. VSA will provide due diligence, including discussing funding requirements and qualifying the opportunity with the issuing agency, VSA is also prepared to provide appropriate counsel and to engage in Congressional outreach, such as working with Congressional offices to submit letters of support for the County's grant applications.Some of VSA's funding successes have been outlined in other sections within this proposal. Along with our ability to navigate Washington effectively and achieve success on behalf of our clients, VSA has the insights and experience in the agencies to help Monroe County produce competitive and compelling pant applications in almost every subject area. VSA's continual contact and close working relationships with Federal agencies allow us to glean intelligence in advance of public announcements. VSA works closely with our client's grants management staff to provide early warning of impending �"`I 15 grant competitions where clients have natural advantages or can satisfy particular needs. We also can explore and navigate the political calculations that sometimes underlie"objective"grant competitions. VSA then provides an experienced,outside critique and close reading of grant applications to make them as successful as possible Specifically, vNejointly develop an overarching Grant Strategy that outlines an annual plan for achieving grant success, including the following: I) Monroe C I ounty: Organize an internal Grants Team a. Recommend to include some form of"leadership"to provide direction 2) VSA and Monroe County: Review prior grants made available by the Federal and state governments(from list VSA provides) 3) VSA and Monroe County: Prepare an annual funding strategy,outlining all those grants that will be sought in the coming ycar,with timelines to help prepare the Grants Team 4) VSA and Monroe County; Develop briefing materials/narratives for top projects/programs;VSA helps edit and refine 5) Monroe County: Build any necessary state and local relationships to support efforts 6) VSA: I lelp Monroe County build relationships with Federal agency leaders and program managers to discuss grants that will be targeted,before grant opportunities officially open 7) VSA and Monroe County: Brief Congressional delegation on grant strategy goals and objectives and build support for approach, including planned letters and phone calls 8) Monroe County and VSA: Finalize,edit,and submit grants as appropriate throughout Example of Legislation With (lie end of earmarks, yet the need to still authorize Corps of Engineers projects, we have worked on behalf of Lee County, FL to authorize the C-43 Caloosahatchee River West Basin Storage Reservoir,a nearly$500 million reservoir to help address impacts from water releases From Lake Okeechobee during periods of high and low water. We developed the following legislative language to authorize the C-43 Reservoir, while also making the authorization 6,crieral enough that it would apply to all projects with completed-Chiers Reports." in doing so,Nve avoid the earmark moratorium,while still authorizing the County's critical project. A version of this language appears in S. 601,the Senate-passed Water Resources Development Act of 2013, The WRDA bill has an excellent chance of becoming law this year. Van Scoyoc Associates Inc. 1 101 Constitution Ave., NW I Washington,DC 20001 T:202.638.1950 1 F:201638.7714 1 WWWAFSADCCONI A BILL ro authorize civil works projects,and for other purposes. Ile it enuctecl b*v the Senctte eruct House of Rvprevcntcuivc.s of the t1nitetlStalev of.4merica in Congress ossembleil, Vilij l SECTION 1. SHORT TITLE. I This Act may be cited as the of 2012'. ...................._'........ SEC. 2. AUTHORIZATION OF CERTAIN CIVIL WORKS PROJECTS. rhe Secretary of the Army, acting through the Chief of Engineers, is authorized to implement projects for water resources development and conservation and other purposes substantially in accordance with the plans,and subject to the conditions,recommended by the Chief of Engineers in a final report before the date of enactment of this Act,which the Secretar, of tile Army has transmitted to Congress that includes-- I)a description of the project that concludes that the project is technically sound, environmentally acceptable,and cconornicallyjustified;and (2)notification that the Office of Management and Budget has concluded that the recommendations in the report are consistent with the policy and programs of the President. NN'c also developed the following report language for the C-43 Reservoir project,x%hich follows: SUGGESTED REPORT LANGUAGE FOR THE C-43 BASIN STORAGE RESERVOIR PHASE I PROJECT Subsection [INSERT SUBSECTION] authorizes the Secretary of the Army to construct the C-43 Basin Storage Reservoir-Phase I at an estimated cost of$445,000,000,with a Federal cost of$222,500,000 and a non-Federal cost of$222,500,000, The Committee understands that construction of the C-43 Basin Storage Reservoir is expected to provide environmental restoration benefits to the Caloosahatchee Estuary by capturing and storing storniwater runoff from the C43 Basin and regulatory releases from Lake Okeechobee, thereby reducing excessive freshwater flows to the estuary during wet periods and providing essential environmental base flows during dry periods. I lie Committee also recognizes that the Secretary of the Army is conducting a feasibility study, the Southwest Florida Feasibility Study, to identify problems and opportunities for additional environmental restoration in Southwest Florida, including the C-43 Basin. The Secretary has initiated a separate Phase 2 project implementation report to evaluate, address, and, as needed,design a recommended federal project to address the needs for water quality improvement features in the C-43 Basin which would further benefit environmental protection and restoration of the Caloosahatc lice Estuary, The Committee encourages the Secretary to expedite completion of the feasibility report and the Phase 2 study so each can be completed by December 31,2014. Van Scoyoc Associates Inc. 1 101 Constitution Ave, NW I Washington,DC 20001 T:202.638.1950 F:202,638.7714 1 MM VSAT)CCOM Example of Written Documentation far Congress or a Federal Agency Following is written and oral testimony that VSA prepared for El Paso County Judge,Veronica Escobar, to present before the House Homeland Security Subcommittee on Borderland and Maritime Security related to border security and public safety. The Honorable Veronica Escobar El Paso County Judge El Paso,Texas Testimony before the House Homeland Security Subcommittee on Borderland and Maritime Security Good morning,my name is Veronica Escobar and I am the county judge in El Paso,Texas, I thank you for the opportunity to be here with you today to discuss"Measuring Outcomes to Understand the State of Border Security." As one of your colleagues(and my Congressman from Texas's 16"'Congressional District)has said many times, El Paso, a border community, is among the safest in the nation, In fact, for the last three years,in a row, we have been ranked the safest city of our size,and we have consistently ranked among the top three safest cities for over a decade, And this achievement,just like the safety enjoyed by many other communities along the U.S. .-Mexico border,predated the walls,drones and quadrupling of Border Patrol personnel. So I appreciate that I can share with you a local perspective about security on the Border. We're dealing with this question of how to measure security because border security was mandated to be achieved before immigration reform would be enacted. We were told by Our policy-makers that our pursuit would be"enforcement First,"but it quickly became"enforcement only,"to the detriment of any thoughtful policy considerations or reform. rhose of its who have been engaged in this issue have long said that immigration reform should come first -, that approaching enforcement first(or only) is somewhat of a backward way to deal with the flow of people and':goods across our borders. In 2007'N%Iicn the federal government erected the wall that scars my community, I took a tour of it with Border Patrol Agents, %%ho told me that 850�6 of apprehensions at the border were of non-criminal offienders. I'liat meant only 15%or fewer of the apprehensions made were for"criminal aliens." It's important to note that the definition of"criminal aliens,"is very broad and includes people who do not necessarily represent a security threat to the United States. The more important fact is that 85°,'O' (and even S0111e Of thel Of undocumented crossers are risking jail time and even their lives to be in this country to find work, perhaps establish a safer and better life,or reunite%N ith their families. In 2008,CBP Border Patrol Chief David Aguilar tNrotc that"90 percent of the illegal aliens%we arrest are drawn to this country for socio economic reasons.""3 But our nation has spent enormous resources trying to"'secure"our borders from these migrants. Had we dealt with those crossers at the policy level creating, for example, legal gLICSt worker programs for migrant fariviNNorkers or more humane family reunification programs(especially relevant for border communities like mine), then fewer resources would have been needed for security, which cost taxpayers $18 billion in fiscal year 2012 alone. In El Paso, for example, if it were easier for Mexicans to go back Aguilar, David V, Frontline U.S, Customs and Border Protection Magazine. "Protecting the Southern Border," Spring 2008,p. 10 Van Scoyoc Associates lnt, 1 101 Constitution Ave., NW I Washington,DC 200D) 1':201638.1950 1 1.202.638.7714 1 MMA'SAI)CCOM and forth, fewer would try to live here permanently—,with stricter controls,crossers have an incentive to try to live here rather than risk re-crossing the border. With this in mind,ho%v do we as a nation put together metrics that will define success and security?And how do we apply that to a border where the geography,environments and populations are so different? While our southern border cities have commonalities among them,clearly we are not all alike. El Paso is an urban community,a vibrant county of over 800,000 people with five international ports of entry in our sector that move people and goods back and forth. We are across from the massive, sprawling metropolis of Ciudad Juarez. Obviously,we are unlike rural border towns that are situated across from rural o Mexican communities. But, we all share a common theme that the vast majority of the people coming across our border want to be a part of us,not harm us. Before evaluating metrics for success, how do vve even define"security"? That is a definition that depends on whom you ask. Some think that security means not allowing a single human being to enter our country without permission an impossible standard, Absolute security can never be achie%vd. And even if it could,absolute security is incompatible with a free society. Security may mean something different to local law enforcement, if you're in the intelligence community,or if you are part of a neighborhood %vatch program. In my opinion,security means protecting the vital interests of the United States, and that means safety. I fistory has shown us that tile Southern Border does not present a security threat. If what this country is trying to achieve is having more control over who comes back and forth across our borders and knowing%flio those people are and what they're bringing in, I will repeat that we've approached the situation in a completely backward way, It's not too late Co revisit that approach even though the question before everyone nowt/ is how to measure border security. The key is to reform immigration first and then deal with(]lose who are truly a threat to U S national security. We need to stop using precious resources on those whose purpose in coming to the tJnited States presents no threat and who can be dealt with through policy changes. furthermore, if%%e are to look at %%hat security is,%wc should also identify,what we know it should not be: it should not be long idling wait times at our ports of entry-,and, it should not be unnecessary,experiske, ugly fencing that can be easily defeated with tunnels and ladders. 1-hose border wait times are expected to worsen if we do nothing. I recently toured some of the maquiladoras in Ciudad Juarez_which produce tile cell phones %ve use as well as a number of different products that this nation's economy and people depend on, Each maqUiladora I visited is expanding and their exports are growing. That means more commerce moving across El Paso's ports(last year it was A %%,orth$80 billion). 'these job-and economy-growing companies all shared a common concern and complaint- long border wait times. Since we're talking about metrics today,one of the metrics F1 Paso and other communities have asked about for years now has been staffing statistics at each of our ports. It's very difficult to fully understand lio%v to address the lack of personnel at tile ports when the statistics about the specific number of CBP personnel at each port isn't mailable to local leaders or even the members of congress who represent us in D.C. I understand the need to secure certain data from the human and drug-smuggling organizations that CBP and ICE contend %N ith on a daily basis. However,keeping these statistics secret from policy makers such as members of Congress is excessive and couter-productive. I his secrecy%%ill be problematic if and when communities like El Paso are allowed to begin reimbursable fee public-private partnerships as those described in S 178 and its companion bill in the house,FIR 1108, I I Van Scoyoc Associates Inc. 1 101 Constitution Ave., NW I Washington,DC 20001 T:201638,1950 1 F�202.638.7714 1 by MNSADC.COM 1411 Ithe Cross-Border Trade Enhancement Act of 2013. The Chairman of this Committee is even a co-sponsor of this legislation. But, if local partner is encouraged to supplement personnel at our ports,but we aren't allox%ed to know what current staffing levels are,how will we know what the supplement should be? I here are the types of metrics we should be focused on. I define security by our ability to protect our vital interests: our people, our economy and our i, infrastructure among them. Security, for example,should be measured by how quickly we can move people safely across our ports. Is international trade that boosts our economy,a vital interest of the United States and,therefore an important measure of our security? You bet it is. In another vein,security �r also should be measured by the transparency that helps us address shortages in personnel and inadequacies in technology and infrastructure. And finally, it should be measured by those of us who live in the communities that bear the brunt of the measures enacted by Congress and should include close collaboration %bith local leaders and law enforcement. I submit to you that once we deal with immigration reform first, finally and thoughtfully-a more meaningful and less complex debate over security can easily be resolved. r` (;' r; wi I Va11 Scoyoc:Associates Inc, 4 101 Constitution Ave., 1VVJ I Washington,CSC 20001 F:202.638.1950 1 C.202.638.7734 1 WMV VS NDC.CONI -ences R efe i Van Scoyoc currently represents more than 250 clients, including roughly 50 government entity clients. We have provided you with contact information for many of them elsewhere in the proposal. Following are several more references, including one from the Florida Association of Counties, whom while not a client, is an c\cellent reference for Mr. Burns and our team's work. St. Lucie County,FL Gleniillciiderson,Administration Business& Strategic Initiatives (772)462-1473 • "I wait(to again (bank you for coordinating the meeting[with the U.S. Army Corps of Engineers and Congressman Patrick Murphy]. It is incredible to see the vast degree of progress that was made. The cooperation from the Army Corps is great to see and to be able to move things along V in an expedited fashion is unprecedented We really appreciate your efforts."- Faye Outlaw, MPA,County Administrator, St. Lucie County, FL • "There were some very difficult questions asked in those meetings [when I was in Washington[. What I was thoroughly impressed NNith is the fact that Greg[Burns]did not shy away from it; Greg got into it, I le fought for those dollars right there,in his office. That is what I am talking about as far as confidence, To have seen that,we had someone up there who w%as Fighting for us. ON$ Films what I know we have ww ith Greg because I've seen it firsthand." -former Commissioner Chris Craft, St, Lucie County,FL Charlotte County,FL Jason Stoltzfus,Administration Program Liaison (94 1) 743- 1582 Jason'stoltzril harlottefl.corn ................................... "Once again, I think this[comment letter] looks great. Our previous lobbyist would send us drafts like this and I would spend a couple hours correcting/enhancing it.so I am very appreciative."-Jason Stoltzfus, Program Liaison, Administration,Charlotte County, FL -And hats off to our lobbyist. I think having Greg Bums from Van Scayoc oil(be pulse of what was going on [with the National Flood Insurance Program], I think it really paid off. Chris Constance, Commissioner,Charlotte County, FL Del Norte County,CA Jay Sarina,County Administrative Officer 7/1 (707)464-7214 j,�qritqu smdel-norte,c. yi • "Greg Bums— was very much involved in early coordination with the County and showed a conunitment to advocating for Board of Supervisors prioritized issues. Early success included an appropriation of funding for dredging(lie Federal Channel at the Harbor,and intense advocacy for the Secure Rural Schools and Payment in Lieu of Taxes funding legislation." Jay Sarina, County Administrative Officer, Del Norte County,Calif. "'Without having[Greg Burns] there,more than likely,the Harbor isn't dredged,the Airport expansion project] isn't moving forward. I think this has been one of the best returns oil investment the County has made, by contracting with you as a lobbyist," Supervisor Mike Sullivan, Del Norte County,Calif. • "I can't stress enough just [low vital it is to have... Greg working for us back there. It's the behind the scenes work that Greg does that allows us to be successful." - Supervisor David rinigan, Del Norte County,Calif. Van Scoyoc A.,, ociates Inc. 1 101 Constitution Ave.,NW I Washington, DC 20001 T:201638.1950 1 17:202,63&7714 1 WWW VSADC.COM City of Cleanvater,FL Rosemarie Call,City Clerk (727)562-4092 Rosemarig.Call-na myClearwater.com o "Saying they wanted the strongest team they could get lobbying for Clearwater in Washington, City Council members decided to ditch the lobbying firm the city has used since 1998 and voted to hire a more expensive firm [Van Scoyoc Associates]."—from a Jan. 18, 2013 Tampa Bay Times article written by Diane Steinle Florida Association of Counties Deena Reppen, Legislative Director (850)5594141 Lire ilvn 54counties.com L ........................... 11011 E Van Scoyoc ASSOLkIte.4 Inc. 1 101 Constitution Ave., NW I Washington,DC 20001 1':202.6383950 1 F,202,6387714 1 MVW.VSADC,COM Rate Of Van Scoy oc Associates structures its relationships with our clients in a way that ensures complete and open communication. We charge a flat fee for services on a monthly retainer basis. We do not charge by the hour, so that communications are open and not hindered,and our client knows exactly what our services are going to cost, For Monroe County, VSA proposes full and complete Federal governmental affairs and lobbying services for a monthly retainer of$8,000,inclusive of all expenses. All legislative advocacy services/activities outlined in the proposal are included in the monthly retainer. Payments are due monthly and generally in advance. Sums owed by(lie County to VSA shall accrue interest at a rate of 1.5 percent per month if unpaid after ninety(90)days. The County N%ill understand that these payments shall not be made with Federally appropriated funds. Monroe County will understand that VSA may be required to register for .Nork performed on behalf of the County under the terms of the Lobbying Disclosure Act of 1995,as amended(2 USC §1601 et seq.)and any subsequent lases or regulations. Van Scoyoc Associates Inc. 1 101 Constitution Ave.,NW I Washington,DC 20001 T:202 638.1950 1 F:202,638.7714 1 %"VWV5ADC,.CO%1 ii4 TAB F: Required Form RESPONSE FORM J RESPOND TO: MONROE COUNTY BOARD OF COUNTY COMMISSIONERS c/o Lisa Tennyson, Director of Legislative Affairs GATO BUILDING, ROOM 2-213 1100 SIMONTON STREET 1 KEY WEST, FLORIDA 33040 l acknowledge receipt of Addenda No.(s) #1 (4/8/2014) 1 have included: o The Submission Response Form x o Lobbying and Conflict of Interest Clause x c Non-Collusion Affidavit x o Drug Free Workplace Form x l o Respondent's Insurance and Indemnification Statement x va o Insurance Agent's Statement x In addition, I have included a current copy of the following professional and occupational licenses: '0 (Check mark items above,as a reminder that they are Includ0d.) Ur a r ` Mailing Address: Van Scoyoc Associates, Inc. Telephone: (202)E38-1950 NW, Suite 600 West 202 638-7714 1Q1 Constitution Avenue, Fax: ( ) Washin o DC 20001 Date: April 15, 2014 Signed: Witness: �UAmnicM V H. Stewart Van Scoyoc (Seal) (Name) President (Title) TAB Ft Required Form LOBBYING AND CONFLICT OF INTEREST CLAUSE 10 SWORN STATEMENT UNDER ORDINANCE NO.010-1990 MONROE COUNTY, FLORIDA 11, " ETHICS CLAUSES " Van Scoyoc Associates, Inc. " (Company) y�. warrants that he/it has not employed, retained or otherwise had act on hislits behalf any former County officer or employee In violation of Section 2 of Ordinance No. 010-1990 or any County officer or employee in violation of Section 3 of Ordinance No. 010-1990. For breach or violation of this provision the County may, in Its discretion, terminate this Agreement without liability and may also, in Its discretion, deduct from the Agreement or purchase price, or otherwise recover, the full amount of any fee, commission,percentage,gift,or consideration paid to the former County officer or employee". (Signature) Date: April 15, 2014 t STAT-E-OF; 6111VI t COUNTY OF: Subscribed and sworn to(or affirmed)before me on (date)by 54&wd Van S c oq aC (name of affiant). HelShe is personally known to me or has produced as identification. (type of Identification) �+► ,tc' N ARY PUI3UG r i lot i; MY ': y commission expires; „ �t>~ttSSI�M +► 161 P 7 a'e TAB F: Required Form DRUG-FREE WORKPLACE FORM The undersigned vendor in accordance with Florida Statute 287.087 hereby certifies that: Van SCGYOc Associates, Inc, (Name of Business) 1. Publish a statement notifying employees that the unlawful manufacture, distribution, dispensing, possession, or use of a controlled substance Is prohibited In the workplace and specifying the actions that will be taken against employees for Violations of such prohibition. 2. Inform employees about the dangers of drug abuse in the workplace,the business's policy of maintaining a drug-free workplace, any available drug counseling, rehabilitation, and employee ,g assistance, pirogTms, and the penalties that may be imposed upon employees for drug abuse violations. 3. Give each employee engaged in providing the commodities or contractual services that are under bid a copy of the statement specified In subsection(1), 4. In the statement specified in subsection (1), notify the employees that, as a condition of working on the commodities or contractual services that are under bid, the employee will abide by the terms of the statement and will notify the employer of any conviction of, or plea of guilty or niolo contendere to, any violation of Chapter 893 (Fliodda Statutes) or of any controlled substance law of the United States or any state, for a violation occurring in the workplace no later than five(5)days after such conviction, 5. Impose a sanction on, or require the satisfactory participation In a drug abuse assistance or rehabilitation program If such Is available In the employee's community, or any employee who Is so convicted. 6. Make a good faith effort to continue to, maintain a drug-free workplace through Implementation of this section. As the person authorized to sign the statement. I certify that this firms complies fully with the (14 above requirements. IJI, Respondents Signature April 15, 2014 Date T NVRY PUBLIC lip Y SS1 My Commission Expires. > • 18 Page. aw C ll TAB F:Required Form NOW-COLLUSION AFFIDAVIT' H. Stewart Van Scoyoc -of the city of Grea�t Falls,,VA according to law an my oath, and under penalty of perjury,depose and say that 1 am President of the firm of Van Scoyoc Associates, Inc. the bidder making the Proposal for the project described In the Request for Qualifications for Legislative and Lobbying Services,for Monroe County's Federal Legislative Program and that I executed the said proposal with full authority to do so: 2. the prices in this bid have been arrived at Independently without collusion, consultation;,, communication or agreement for the purpose of restricting competition, as to any matter relating to such prices with any other bidder or with any competitor, 3. unless otherwise required by law, the prices which have been quoted in this bids have, not been knowingly disclosed by the bidder and will not knowingly be disclosed by the bidder prior to bid openings, directly or indirectly, to any other bidder or to any competitor, and 4. no attempt has been made or will be made b the bidder to induce any other person, partnership or corporation to submit, or not to suibmit, a bid for the purpose of restricting competition; 5. the statements contained in this affidavit are true and correct, and made with full knowledge that Monroe County relies upon the truth of the statements contained In this affidavlo dl is for said Proiect. April 15, 2014 (Signature of Respondent) (Date) ep- e4- r dly rd COUNTY OF: PERSONALLY APPEARED BEFORE ME, the undersigned autho6tyJ, 4 Van Srq&c who, after first being sworn by me, (name of individual signing) affixed his/her signature In the space provided above an this I!r day of Avn I 201L. ()ala I& 0-T 3 NOTr PUBLIC PAY At" My Commission Expires: Owl. lux, 171 P a e TAB F: Required Form RESPONDENrS INSURANCE AND INDEMNIFICATION STATEMENT Insurance Requirement Required Limits Worker's Compensation Statutory Limits Employer's Liability $10010001$50001000/$1,000,000 General Liability $300,000 per Person, $500.000 per Occurrence, $200,000 Property Damage p or $500,000 Combined Single Limit Vehicle Liability $200,000 per Person, $300,000 Per occurrence, $200,000 Property Damage or$300,000 Combined Single Limit Professional Liability $500,000 per occurrence $1,000,000 aggregate IDEMNIFICATION AND HOLD HARMLESS FOR CONSULTANTS AND SUBC NSUL� TANTS The CONSULTANT covenants and agrees to indemnify and hold harmless COUNTY/Monroe County and Monroe County Board of County Commissioners, its officers and employees from liabilities, damages, losses and costs, including but not limited to, reasonable attorneys'fees, to the extent caused by the negligence, recklessness, or Intentional wrongful conduct of the CONSULTANT„ subcontractor(s) and other persons employed or utilized by the CONSULTANT in the performance of the contract. In the event that the completion of the project (to Include the work of others) Is delayed or suspended as a result of the CONSULTANTs failure to purchase or maintain the required r insurance, the CONSULTANT shall Indemnify the County from any and all increased expenses resulting from such delay. Should any claims be asserted against the COUNTY by virtue of any deficiency or ambiguity In the plans and specifications provided by the CONSULTANT, the CONSULTANT agrees and warrants that CONSULTANT shall hold the County harmless and shall Indemnify It from all losses occurring thereby and shall further defend any claim or action on the County's behalf. The first ten dollars ($10.00) of remuneration paid to the CONSULTANT is consideration for the indemnification provided for above. The extent of liability is In no way limited to, reduced, or lessened by the Insurance requirements contained elsewhere within this agreement. 191P � 4' e i This indemnification shall survive the expiration or earlier termination of the Agreement RESPONDENTS$I&TgMENT r I understand the insurance that will be mandatory if awarded the contract and will comply in full with all the requirements. Van Scoyoc Associates, Inc. Respondent Signature f INSURANCE AGENTS WMEMENT f I have reviewed the above requirements with the bidder named below. The following deductibles apply to the corresponding policy. G POLICY DEDUCTIBLES C t,• �30SJt147_... .._, ... II << w.�C� Aa , ,c-�n alarm .�. Liability policies are 1✓ Occurrence V Claims Made Insurance Agency Signature r Print Name: KC+I1= EV'Gr 20 P�a e it CERTIFIED RESOLUTION 1, Janet H. Buckley, Secretary of Van Scoyoc Associates, Inc. a corporation organized and cxisting under the laws of the District of Columbia(the"Company"),do hereby certify that the following is true and correct copy of a resolution duly adopted at a meeting of the Board of Directors of the Company duly held and convened on July 1, 2002, at which meeting a duly constituted quorum of the Board of Directors was present and acting throughout, and that such resolution has not been modified, rescinded or revoked,and is at present in full force and effect: RESOLVED: That 14. Stewart Van Scoyoc, President of Van Scoyoc Associates, Inc. is empowered and authorized to execute and deliver contracts on behalf of the Company. IN WITNESS WHEREOF, the undersigned has affixed her signature and the corporate seat of the Company this 15th day of April,2014. Jai t�IH4.Buckley r tary etary (Corporate Seal or"L.S.") MONROE COUNTY BOARD OF COUNTY COMMISSIONERS CONTRACT'SUMMARY Contract with: Becker and Poliakoff Contract#- - ------------,-- I Effective Date: October 1, 2014 ..................Expiration Date: Contract Purpose/Description: Agreement with Becker and Poliakoff for federal lobbying services. Contract Manager: Lisa Tenn 4444 County Administrator(stop I) (Name) (Ext.) (Department/Stop#) for BOCC meeting on 94 -14 Agenda Deadline: 9-2-14 CONTRACT COSTS Total Dollar Value of Contract: $ 40,000 Current Year Portion: $ 40,000 Budgeted? YesZ No El Account Codes: —r'.)o i- (-)4 5 91 - 0-3 10 Grant: $ County Ma-t—cW-1------------ ADDITIONAL COSTS Estimated Ongoing Costs: $,__./yr For: (Not included in dollar value above) (eg.maintenance utilities, ia salaries,etc.) CONTRACT REVIEW Changes Date Out Date In Needed Reviewer Division Director Yeso No7 Management cl( Risk M t YesM NCO ............. O.M.B./Purkasing Yes E] Nol OX CC! 08 County Attorney ft4 Yeso N ............................. Comments: OMB Form Revised 127,01 MCP 42 PROFESSIONAL SERVICES AGREEMENT THIS AGREEMENT, made and entered into this th day of September 2014, by and between Monroe COUN7T(hereinafter referred to as"COLFNTY% a political subdivision of the State of Florida, through the Monroe County Board of County Commissioners("BOCC"),whose address is 1100 Simonton Street, Key West, Florida 33040, and Becker andPoliakoff, P.A. (hereinafter referred to as °`LOBBYIST'), a corporation authorized to do business in the State of Florida,whose address is 1275 K Street,NW,Suite 850,Washington DC 20005; WHEREAS, the COUNTY desires to employ the professional services of LOBBYIST, Becker and Poliakoff, P.A. for federal legislative and lobbying services assigned by the County Administrator and Legislative Affairs Director and agreed to by LOBBYIST; and WHEREAS, LOBBYIST has agreed to provide professional services for federal legislative and lobbying services as assigned by the County Administrator and agreed to by LOBBYIST;and NOW, THEREFORE in consideration of the mutual promises and covenants of this Agreement,the parties agree as follows: 1 TERM OF AGREEMENT This Agreement shall begin on October 1, 2014 and shall end on September 30, 2015, with two(2) one-year contract renewals at the sole discretion of the COUNTY. 2. SCOPE OF SERVICES The LOBBYIST's responsibility under this contract is to provide federal lobbying services to the COUNTY in accordance with Exhibit A, Scope of Services, attached hereto and incorporated herein, and Exhibit B, Becker and Poliakoff's proposal dated May 1, 20�14, also attached hereto and incorporated herein, with the following exceptions to that proposal: Mr. Omar Franco shall act the LOBBYIST's lead, project manager, and primary contact; and Mr. Jose Fuentes shall act as the LOBBYIST's local liaison should the LOBBYIST choose to assign one. The LOBBYIST shall not assign a di&rent lead, project manager or primary contact, or local liaison except with prior written approval of the COUNTY Administrator. The COUNTY's representatives during the performance of this Contract shall be Roman Gastesi, County Administrator (305) 2924441 and Lisa Tennyson, Director, Legislative Affairs,(305)2924444. The LOBBYIST's representative during the performance of this Contract shall be Omar Franco(202) 621-7122. 3. THE CONTRACT SUM The COUNTY shall pay to the LOBBYIST,pursuant to the Florida Prompt Payment Act, upon receiving a proper invoice from the LOBBYIST for the faithful performance of said service on an arrears basis. Invoicing shall be submitted in twelve monthly installments. Documentation in support of said invoice shall describe the services rendered during the month covered by the invoice. The total Contract price shall not exceed $40,000 and is subject to annual appropriation by the Board of County Commissioners. The cost of any Page I of 13 Decker and Polink-off Contract BOCC Sept 2014 travel must be authorized in writing in advance by the County Administrator and shall be reimbursed pursuant to rules and regulations governing travel reimbursement and shall be in addition to the Contract price. 4. ASSIGNMENT/SUBCONTRACT The LOBBYIST shall not assign or subcontract its obligations under this agreement except in writing and with the prior written approval of the Board of County Commissioners for Monroe County and LOBBYIST, which approval shall be subject to such conditions and provisions as the Board may deem necessary. This paragraph shall be incorporated by reference into any assignment or subcontract and any assignee or subcontractors shall comply with all of the provisions of this agreement. Unless expressly provided for therein, such approval shall in no manner or event be deemed to impose any obligation upon the Board in addition to the total agreed-upon price of the services/goods of the LOBBYIST. S. HOLD HARMLESS The LOBBYIST covenants and agrees to indemnify and hold harmless the Monroe County Board of County Commissioners from any and all claims for bodily injury (including death), personal injury, and property damage (including property owned by Monroe County) and any other losses, damages, and expenses (including attorney's fees) which arise out of, in connection with, or by reason of services provided by LOBBYIST or any of its Subcontractor(s) in any tier, occasioned by the negligence, errors, or other wrongful act of omission of the LOBBYIST or its Subcontractors in any tier, their employees,or agents. In the event the completion of the project (to include the work of others) is delayed or suspended as a result of the LOBBYIST's failure to purchase or maintain the required insurance, the LOBBYIST shall indemnify the COUNTY from any and all increased expenses resulting from such delay. The first ten dollars ($10.00) of remuneration paid to the LOBBYIST is for the indemnification provided for above. The extent of liability is in no way limited to, reduced, or lessened by the insurance requirements contained elsewhere within this agreement 6. INDEPENDENT CONTRACTOR At all times and for all purposes under this agreement the LOBBYIST is an independent contractor and not an employee of the Board of County Commissioners for Monroe COUNTY. No statement contained in this agreement shalt be construed so as to find the LOBBYIST or any of his/her employees, contractors,servants,or agents to be employees of the Board of County Commissioners of Monroe County. 7. ASSURANCE AGAINST DISCRIMINATION COUNTY and LOBBYIST agree that there will be no discrimination against any persons,and it is,expressly understood that upon a determination by a court of competent Page 2 of 13 Recker and Poliakdr Contract DOCC Sept 2014 jurisdiction that discrimination has occurred, this Agreement automatically terminates without any further action on the part of any party, effective the date of the court order. COUNTY or LOBBYIST agree to comply with all Federal and Florida Statutes, and all local ordinances, as applicable, relating to nondiscrimination. These include but are not limited to: 1) Title VI of the Civil Rights Act of 1964 (PL 88-3,52) which prohibits discrimination on the basis of race, color or national origin; 2) Title IX of the Education Amendment of 1972,1 as amended (20 USC ss. 1681-1683, and 1685-1686), which prohibits discrimination on the basis of sex; 3) Section 504 of the Rehabilitation Act of 1973, as amended (20 USC s. 794), which prohibits discrimination on the basis of handicaps; 4)The Age Discrimination Act of 1975, as amended (42 USC ss. 6101-6107) which prohibits discrimination on the basis of age; 3) The Drug Abuse Office and Treatment Act of 1972 (PL 92-255), as amended, relating to nondiscrimination on the basis of drug abuse-, 6) The Comprehensive Alcohol Abuse and Alcoholism Prevention, Treatment and Rehabilitation Act of 1970 (PL 91-616), as amended, relating to nondiscrimination on the basis of alcohol abuse or alcoholism; 7) The Public health Service Act of 1912, ss. 523 and 527 (42 USC s. et seq. ), as amended, relating to nondiscrimination in the sale, rental or financing of housing; 9) The Americans with Disabilities Act of 1990 (42 USC s. 1201 Note), as may be amended from time to time, relating to nondiscrimination on the basis of disability; 10) Monroe COUNTY Code Ch. 13, Art.VI, prohibiting discrimination on the basis of race,color, sex, religion,disability, national origin, ancestry, sexual orientation, gender identity or expression, familial status or age; and 11) any other nondiscrimination provisions in any Federal or State statutes which may apply to the parties to,or the subject matter of,this Agreement. 8. COMPLIANCE WITH LAW In providing all services/ goods pursuant to this agreement, the LOBBYIST shall abide by all statutes, ordinances, rules and regulations pertaining to, or regulating the provisions of such services, including those now in effect and hereinafter adopted. Any violation of said statutes, ordinances, rules and regulations shall constitute a material breach of this agreement and shall entitle the Board to terminate this contract immediately upon delivery of written note of termination to the LOBBYIST. The LOBBYIST shall possess proper licenses to perform work in accordance with these specifications throughout the term of this contract. 9. INSURA►NCE LOBBYIST shall provide documentation of insurance coverage required for those individuals or firms that perform work for or on behalf of the COUNTY, as specified in the Monroe County Risk Management Policy and Procedures Manual as follows: A) General Liability Insurance. Coverage shall be maintained throughout the life of the contract and include, as a minimum: Premises Operations • Products and Completed Operations • Blanket Contractual Liability Personal Injury Liability Expanded Definition of Property Damage Page 3 of 13 Becker and Poliukoff Contact BOCC Sept 2014 The:minimum limits acceptable shall be: e $300,000 Combined Single Limit(CSL) If split limits are provided,the minimum limits acceptable shall be: • $100,000 per Person • $300,000 per Occurrence • $ 50,000 Property Damage An Occurrence Form policy is preferred. If coverage is provided on a Claims Made policy, its provision should include coverage for claims filed on or after the effective date of this contract. In addition, the period for which claims may be reported should extend for a minimum of twelve (12) months following the acceptance of work by the COUNTY. The Monroe COUNTY Board of COUNTY Commissioners shall be named as Additional Insured on all policies issued to satisfy the above requirements. (B) Recognizing that the work governed by this contract requires the use of vehicles, the LOBBYIST, prior to the commencement of work shall obtain Vehicle Liability Insurance. Coverage shall be maintained throughout the life of the contract and include,as a minimum, liability coverage for: a Owned,Non-Owned and Hired Vehicles The minimum limits acceptable shall be: a $1001,000 Combined Single Limit(CSL) If split limits are provided,the minimum limits acceptable shall be. a, $ 501,000 per Person $1001,000 per Occurrence $ 25,000 Property Damage The Monroe COUNTY Board of COUNTY Commissioners shall be named as additional Insured on all policies issued to satisfy the above requirements. (C) Prior to the commencement of work governed by this contract, the LOBBYIST shall obtain Workers' Compensation Insurance with limits sufficient to respond to Florida Statute 440. In addition, the LOBBYIST shall obtain Employers' Liability Insurance with limits of not less than: * $100,000 Bodily Injury by Accident * $500,000 Bodily Injury by Disease,each employee Coverage shall be maintained throughout the entire term of the contract. Page 4 of 13 Beckcr and Poliakoff Contract BOCC Sept 2014 Coverage shall be provided by a company or companies authorized to transact business in the State of Florida. If the LOBBYIST has been approved by the Florida Department of Labor, as an authorized self-insurer, the COUNTY shall recognize and honor the LOBBYIST's status. The LOBBYIST may be required to submit a Letter of Authorization issued by the Department of Labor and a Certificate of Insurance, providing details on the LOBBYIST's Excess Insurance Program. If the LOBBYIST participates in a self-insurance fund, a Certificate of Insurance will be required. In addition, the LOBBYIST may be required to submit updated financial statements from the fund upon request from the COUNTY. 10. FUNDING AVAILABILITY In the event that funds are partially reduced or cannot be continued at a level sufficient to allow for the provision of the services/goods specified herein,this agreement may then be terminated immediately at the option of the Board of County Commissioners by written notice of termination delivered in person or by mail to the LOBBYIST. The Board shall not be obligated to pay for any services provided by the LOBBYIST after the LOBBYIST has received written notice of termination, Monroe County's performance and obligation to pay under this contract, is contingent upon an annual appropriation by the BOCC. Il. PROFESSIONAL RESPONSIBILITY The LOBBYIST warrants that it is authorized by law to engage in the performance of the activities encompassed by the project herein described, subject to the terms and conditions set forth in these contract documents. The LOBBYIST shall at all times exercise independent,professional judgment and shall assume professional responsibility for the services to be provided. 12. NOTICE REQUIREMENT Any notice required or permitted under this agreement shall be in writing and hand delivered or mailed, postage prepaid, to the other party by certified mail, return receipt requested,to the following: FOR COUNTY: COUNTY Administrator And COUNTY Attorney 1100 Simonton Street 1111 12'h Street, Suite 408 Key West,Florida 33040 Key West,Florida 3�3040 FOR LOBBYIST: Omar Franco,Becker and Poliakoff 1275 K.Street NW, Suite 850 Washington, DC 20005 Page 5 of 13 Becker and Poliskoff Contract Bocc Sept 2014 13. EARLY TERMINATION A) In the event that the LOBBYIST shall be found to be negligent in any aspect of completion of the Scope of Work,the COUNTY shall have the right to terminate this Agreement after five days written notification to the LOBBYIST. B) Either of the parties hereto may cancel this agreement without cause by giving the other party thirty days written notice of its intention to do so. 14, GOVERNMENT LAWSNENUF, This Agreement shall be governed by and construed in accordance with the laws of the State of Florida applicable to contracts made and to be performed entirely in the State. In the event that any cause of action or administrative proceeding is instituted for the enforcement or interpretation of the Agreement, the COUNTY and LOBBYIST agree that venue will lie in the appropriate Court or before the appropriate administrative body in Monroe COUNTY,Florida. The COUNTY and LOBBYIST agree that, in the event of conflicting interpretations of the terms or a term of this Agreement by or between any of them, the issue shall be submitted to mediation prior to the institution of any other administrative or legal proceeding. 15. RECORDKEEPING LOBBYIST shall maintain all books, records, and documents directly pertinent to performance under this Agreement in accordance with generally accepted accounting principles consistently applied. Each part to this Agreement or their authorized representatives shall have reasonable and timely access to such records of each other party to this Agreement for public records purposes during the term of the Agreement and for four years following the termination of this Agreement. If an auditor employed by the COUNTY or Clerk determines that monies paid to LOBBYIST pursuant to this Agreement were spent for purposes not authorized by this Agreement, the LOBBYIST shall repay the monies together with interest calculated pursuant to Sec. 55.03, F.S. running from the date the monies were paid to LOBBYIST. 16. SEVFRABILITY If any term, covenant condition or provision of this Agreement (or the application thereof to any circumstance or person) shall be declared invalid or unenforceable to any extent by a court of competent jurisdiction, the remaining terms, covenants, conditions and provisions of this Agreement, shall not be affected thereby; and each remaining term, covenant, condition and provision of this Agreement shall be valid and shall be enforceable to the fullest extent permitted by law unless the enforcement of the remaining terms, covenants, conditions and provisions of this Agreement would prevent the accomplishment of the original intent of this Agreement.The COUNTY and LOBBYIST Page 6 of 13 Becker and Poliak-off Contract BOCC Sept 2014 agree to reform the Agreement to replace any stricken provision with a valid provision that comes as close as possible to the intent of the stricken provision. 17. A►TTORNEY'S FEES AND COSTS The COUNTY and LOBBYIST agree that in the event any cause of action or administrative proceeding is initiated or defended by any party relative to the enforcement or interpretation of this Agreement, the prevailing party shall be entitled to reasonable attorney's fees, court costs, investigative and out-of-pocket expenses, as an award against the non-prevailing party, and shall include attorney's fees, court costs, investigative and out-of-pocket expenses in appellate proceedings. Mediation proceedings initiated and conducted pursuant to this Agreement shall be in accordance with the Florida Rules of Civil Procedure and usual and customary procedures required by the Circuit Court of Monroe County. 18. BINDING EFFECT The terms,covenants,conditions and provisions of this Agreement shall bind and inure to the benefit of the COUNTY and LOBBYIST and their respective legal representatives, successors and assigns. 19, AUTHORITY Each party represents and wan-ants to the other that the execution, delivery and performance of this Agreement have been duly authorized by all necessary COUNTY and corporate action,as required by law. 20. CLAIMS FOR FEDERAL OR STATE AID LOBBYIST and COUNTY agree that each shall be,and is empowered to apply for, seek, and obtain Federal and State funds to further the purpose of this Agreement provided that all applications, requests, grant proposals, and funding solicitations shall be approved by each party prior to submission. 21. ADJUDICATION OF DISPUTES OR DISAGREEMENTS COUNTY and LOBBYIST agree that all disputes and disagreements shall be attempted to be resolved by meet and confer sessions between representatives of each of the parties. If no resolution can be agreed upon within 30 days after the first meet and confer session, the issue or issues shall be discussed at a public meeting of the Board of County Commissioners. If the issue or issues are still not resolved to the satisfaction of the parties, then any party shall have the right to seek such relief or remedy as may be provided by this Agreement or by Florida law. 22. COOPERATION In the event any administrative or legal proceeding is instituted against either party relating to the formation, execution, performance, or breach of this Agreement, COUNTY and LOBBYIST agree to participate, to the extent required by the other party, in all proceedings, hearings, processes, meetings and other activities related to the substance of this Agreement or provision of the services under this Agreement. Page 7 of 13 Becker rand Poliakoff Conuut BOCC Sept 2014 COUNTY and LOBBYIST specifically agree that no party to this Agreement shall be required to enter into any arbitration proceedings related to this Agreement. 23. COVENANT OF NO INTEREST COUNTY and LOBBYIST covenant that neither presently has any interest, and shall not acquire any interest, which would conflict in any manner or degree with its performance under this Agreement, and that the only interest of each is to perform and receive benefits as recited in this Agreement. 24. CODE OF ETHICS COUNTY agrees that officers and employees of the COUNTY recognize and will be required to comply with the standards of conduct for public officers and employees as delineated in Section 112.313,Florida Statutes, regarding, but not limited to, solicitation or acceptance of gifts; doing business with one's agency; unauthorized compensation, misuse of public position, conflicting employment or contractual relationship; and disclosure or use of certain information. 25. NO SOLICITATION/PAYMENT The COUNTY and LOBBYIST warrant that, in respect to itself, it has neither employed nor retained any company or person, other than a bona fide employee working solely for it, to solicit or secure this Agreement and that it has not paid or agreed to pay any person, company, corporation, individual, or firm, other than a bona fide employee working solely for it, any fee,commission,percentage, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For the breach or violation of the provision, the LOBBYIST agrees that the COUNTY shall have the right to terminate this Agreement without liability, and, at its discretion, to offset from monies owed, or otherwise recover, the full amount of such fee, commission, percentage, gift or consideration. 26. PUBLIC ACCESS The COUNTY and LOBBYIST shall allow and permit reasonable access to, and inspection of, all documents, papers, letters or other materials in its possession or under its control subject to the provisions of Chapter 119, Florida Statutes, and made or received by the COUNTY and LOBBYIST in conjunction with this Agreement and the COUNTY shall have the right to unilaterally cancel this Agreement upon violation of this provision by LOBBYIST. With respect to documents that are public records, the CONTRACTOR agrees to comply with Chapter 119, Florida Statutes, and agrees to specifically to do the following: (A) Keep and maintain public records that ordinarily and necessarily would be required by the public agency in order to perform the service. (B) Provide the public with access to public records on the same terms and conditions that the public agency would provide the records and at a cost that does not exceed the cost provided in this chapter or as otherwise provided by law. (C) Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law. Page 9 of 13 Becker and Poliakeff Fort BOCC Sept 2014 (D) Meet all requirements for retaining public records and transfer, at no cost, to the public agency all public records in possession of the contractor upon termination of the contract and destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. All records stored electronically must be provided to the public agency in a format that is compatible with the information technology systems of the public agency. 27. NON-WIAVER OF IMMUNITY Notwithstanding the provision of Sec. 768.28, Florida Statutes, the participation of the COUNTY and the LOBBYIST in this Agreement and the acquisition of any commercial liability insurance coverage, self-insurance coverage, or local government liability insurance pool coverage shall not be deemed a waiver of immunity to the extent of liability coverage, nor shall any contract entered into by the COUNTY be required to contain any provision for waiver. 28. PRIVILEGES AND IMMUNITIES All of the privileges and immunities from liability, exemptions from laws, ordinances, and rules and pensions and relief, disability, workers' compensation and other benefits which apply to the activity of officers, agents or employees of any public agents or employees of the COUNTY, when performing their respective functions under this Agreement within the territorial limits of the COUNTY shall apply to the same degree and extent to the performance of such functions and duties of such officers, agents, volunteers,or employees outside the territorial limits of the COUNTY. 29, LEGAL OBLIGATIONS AND RESPONSIBILITIES This Agreement is not intended to, nor shall it be construed as, relieving any participating entity from any obligation or responsibility imposed upon the entity by law except to the extent of actual and timely performance thereof by a participating entity, in which case the performance may be offered in satisfaction of the obligation or responsibility. Further, this Agreement is not intended to, nor shall it be construed as, authorizing the delegation of the constitutional or statutory duties of the COUNTY, except to the extent permitted by the Florida Constitution,State Statutes,and case law. 30, NON-RELIANCE BY NON-PARTIES No, person or entity shall be entitled to rely upon the terms, or any of them, of this Agreement to enforce or attempt to enforce any third-party claim or entitlement to or benefit of any service or program contemplated hereunder, and the COUNTY and the LOBBYIST agree that neither the COUNTY nor the LOBBYIST or any agent officer,or employee of either shall have the authority to inform, counsel or otherwise indicate that any particular individual or group of individuals, entity or entities, have entitlements or benefits under this Agreement separate and apart, inferior to, or superior to the community in general or for the purposes contemplated in this Agreement. 31. ATTESTATtONS Page 9 of 13 Bcckcr and Poliakoff Contact BOCC Scpt 2014 LOBBYIST agrees to execute such documents as the COUNTY may reasonably require, to include a Public Entity Crime Statcment, an Ethics Statement, and a Drug-Free Workplace Statement. 32. NO PERSONAL LIABILITY No covenant or agreement contained herein shall be deemed to be a covenant or agreement of any member,officer,agent or employee of Monroe COUNTY in his or her individual capacity, and no member, officer, agent or employee of Monroe COUNTY shall be liable personally on this Agreement or be subject to any personal liability or accountability by reason of the execution of this Agreement, 33. EXECUTION ON COUNTERPARTS This Agreement may be executed in any number of counterparts,each of which shall be regarded as an original, all of which taken together shall constitute one and the same instrument and any of the parties hereto may execute this Agreement by signing any such counterpart. 34. SECTION HEADINGS Section headings have been inserted in this Agreement as a matter of convenience of reference only, and it is agreed that such section headings are not a part of this Agreement and will not be used in the interpretation of any provision of this Agreement. IN WITNESS WHEREOF,the parties hereto have executed this Agreement on the day and date first written above at four(4)counterparts,each of which shall,without proof or accounting for the other counterpart,be deemed an original contract. BECKER A", 'L WITNESSES: IAKOFF" A. By: signature-(— '/ryL'l 4— Print Name Print Name 4414ills 8'signstdre (fMA AA�61"[) Print Name (SEAL) BOARD OF COUNTY COMMISSIONERS ATTEST: AM Y HEAVILIN,CLERK OF MONROE COUNTY,FLORIDA By: By: Clerk Mayor/Chairman Page 10 of 13 R=kcr end Makoff Comma BXC.Sqt 2014 COU or, EXHIBIT A SCOPE OF SERVICES (FROM FEDERAL LEGISLATIVE SERVICES RFQ DATED MARCH 2014) PART 7: Scope of Services The successful firm will provide legislative and lobbying services at the federal level to assist Monroe COUNTY in developing and implementing a Federal Legislative Program; will have a keen understanding of Monroe COUNTY's priorities, policy objectives, and project funding needs; shall pro-actively identify and seek legislative and administrative remedies and/or appropriations to advance the COUNTY's priorities, policy objective and project funding needs. The successful firm will be expected to handle a range of activities including,but not limited to: A. Meet with COUNTY staff (COUNTY Administrator, COUNTY Attorney, Legislative Director, and other relevant staff as needed) and the Board of COUNTY Commission to develop a detailed Federal Legislative Program. Work closely with COUNTY staff to identify the COUNTY's goals, priorities and specific projects, and which of these can be addressed at the federal level, and assist in developing written material on each priority and project in the COUNTY's Federal Legislative Program to provide to congressional staff and federal agency staff. B. Monitor current federal legislation, federal budget process, federal agency actions legislative committee meetings, executive branch activity, agency hearings and meetings prior to and during the regular session, and pro-actively report to the COUNTY, both verbally and in writing, any new information or legislative events that may directly or indirectly impact the COUNTY; and in the event that action is needs, advise the COUNTY. C. Propose and implement lobbying strategies to help support the COUNTY's federal agenda. D. Develop and evaluate strategy for the support, opposition, or amendment of pending legislation that enhances the COUNTY's federal legislative program. E. Identify key Congressional and federal agency contacts relating to specific COUNTY issues; draft appropriate correspondence; and schedule briefings and meetings between COUNTY officials and Congressional leaders, executive branch representatives, and agency representatives. F. Coordinate with COUNTY's Congressional delegation in gaining support for the COUNTY's federal agenda. G. Advocate with Congressional members, congressional committees,executive branch, and federal agencies in Support of the COUNTY's goals,priorities,and projects. Page I I of 13 Becker and Poliakoff Conti= BOCC Sep(2014 H. Represent the COUNTY and the Board before Congress and federal agencies. I. Work closely with COUNTY staff in researching current issues and providing background information. J. Provide technical assistance and guidance to staff on correspondence and reports. K. Review the legislative policy statements adopted by the Florida Association of Counties and the National Association of Counties and other local governments and lobbying groups for the purpose of identifying issues which may either positively or negatively affect the COUNTY. L. Provide written monthly activity reports and periodic updates on advocacy activity, pending legislation, briefings/meetings, and on issues of interest or concern to the COUNTY. Reports must contain, when possible, specific legislation, names of contacts made, and the COUNTY's legislative priority it relates to, as well as any foreseeable legislation or rulings that may affect the COUNTY. M. Provide a written report that summarizes the status of the COUNTY's federal legislative program within one week of the closing of the session, and a more detailed final written report on specific legislation and new requirements affecting the COUNTY within 30 days from close of session. N. Secure funding for programs and projects which have been identified by the COUNTY as priorities; research and provide information on existing and new appropriations activities, availability of funding, distribution of funding, year-end rollover funding, techniques to be used by COUNTY to capitalize on opportunities, and examples of successful local government applications; identify agencies or local governments which may be competing for specific grants or appropriations, and help align support for the COUNTY's position. O. Be available for regular calls, meetings with COUNTY staff in Washington, DC as needed,and an annual presentation to the Board in Monroe COUNTY,Florida. P. Provide office space for COUNTY staff to use when they are in Washington,DC. Page 12 of 13 Becker and Pollakaff Connet BOCC Sept 2014 EXHIBIT B DECKER AND POLIAKOF'F PROPOSAL DATED MAY 1,2014 Page 13 of 13 Becker and Poliakoff Contract BOCC Sept 2014 i May I, 2014 lvlonroe County Purchasing Office 1100 Simonton Street, Room 213 Key West, FL 33040 Re: Proposal for LEGISLATIVE AND LOBBYING SERVICES FOR :MONROE COUNTY'S FEDERAL LEGISLATIVE PROGRAM Dear Members of the Monroe County Board of County Commissioners, Mr. Gastesi and Ivls. Tennyson; Becker & Poliakoff, P.A. ("the Firm") is pleased to submit this proposal to provide legislative and lobbying services for Monroe County's ("the County") Federal legislative program. Becker & Poliakoff is based in South Florida and has represented clients in Monroe County For many years. This local knowledge, along with our experienced team of federal lobbyists in Washington, ngton, DC, allow us to understand the County's needs and find creative opportunities to advance the County's federal lobbying goals. Our knowledge of the County's budget, legislative priorities and other county issues, coupled with our ability to meet regularly with County officials and attend County meetings, will help us translate Monroe County's needs into federal dollars. For example, we understand Monroe County's interest in securing Federal support for water quality infrastructure projects, flood protection, and habitat conservation as dell as the Countv's concerns regarding the Naval Air Station in Key West, to name just a few. We are also familiar with the County's environmental, transportation, health care and other priorities and have outlined several interesting funding opportunities in the attached Tab C. By way of background, Becker& Poliakoff was founded in Miami Dade County in 1973 and has maintained a fully staffed in Miami Dade since that time. Our lawyers and staff have worked with ivlonroe County officials on various state and local efforts for many years. Also, our firm represents dozens of condominium and homeowner associations throughout Monroe County. We regularly°host educational classes and seminars for residents to keep them up to date on new laws and trends in shared ownership living. Our Washington, DC lobbying inc y g team includes experienced lobbyists who have; l} represented other Florida counties on Capitol Hill and; 2) worked in both the US House of Representatives and US Senate for Florida members on both sides of the aisle. In short, our team knows Florida issues, Florida members and key Congressional leaders and st aff. dD� w„ 4 lvlonroe County Purchasing Office May 1, 2014 Page 2 It is proposed that Amanda Wood, who served as former Florida Senator Bob Graham"s Legislative Director, will lead our federal lobbying team along wwilth Finn lobbyists Omar Franco, Clarence Williams and Helena Ramirez. It is proposed that.lose Bermudez and Jose Fuentes -will serve as the local liaisons for iwlonroe County and be the "eyes and ears" on the ground for our Federal lobbying team if we are fortunate enough to be selected to lobby on behalf of Monroe County. Each of the ''Jose's" has long time experience working locally in Monroe on priority County issues. Jose Fuentes worked for the South Florida Water Management [District; Jose Bermudez served as Governor Rick Scott's Special Assistant for South. Florida, Upon selection, Amanda and the Josd`s will meet with the Commission and appropriate staff to prioritize overall goals and specific projects. Our initial plan of action will include, but not be limited to: ✓ Develop an overall legislative strategy to ensure key issues are,addressed; ✓` Identify opportunities and pursue legislative appropriations; Identify and pursue federal grants; Assist in developing pertinent public policy; ✓ Formulate strategy,testify, lobby and provide overall coordination on federal issues; ✓ Establish and maintain liaisons with federal agencies, officers, elected officials and staff on the County's behalf; ✓ Organize and coordinate meetings between Monroe County officials and federal officials: Report regularly to the County. Becker& Poliakoff is ready to begin working, immediately for Monroe County. With our local insights, kno ge and contacts, combined with our federal presence and experience, there is little o o le rrting curve needed to start vigorously advocating for Monroe County in Washington C. W would consider it a privilege to do so. Respec lly you , Gar osen Pre ' ent & N gins Shareholder Becker & Poliakoff, RA, For the Firm Attachments Detail by Entity Name Page i of 3 # ,,, �/ a/ir v r+�^r�^^ � sr,uy,•^ uyNi wur » %'w��1 ��., ,wn➢ v�y1J7rj ..`'wct,���, �j� /n Y�����/�f`�, µ .�+� . oa/ ��Jf/%iii//oir/%0„/� i „irl° /vi/r i; ri,/i✓i��f ,. f�� �� � � '> Y�I; / Detail by Entity Name Florida Profit 1."'arporadon BECKER & POLiAKOI`F, P.A. F'lina lnforma6on l ocument Number 490721 FEIIEIN Number 591640708 ate Flied 12/22/1975 tote FL Status ACTIVE Last Event AMENDMENT vent Date Filed 09/15/2010 Event Effective Date NONE Pring,l al Address One East Broward Boulevard S u ite 1800 FORT LAUDERDALE, FL 33301 Changed: 01/27/2014 !�f$ �1i99l ACIjr,g3� One East Broward Boulevard Suite 1800 ORT LAUDERDALE FL 33301 hanged: 01/2719014 s ter a, A,'sM l ;ate A " r; ESSER STEVEN B. ne East Broward Boulevard uite 1800 T LAUDERDALE, FL 33301 i lame Changed: 05/11/2001 Vdress Changed.°., 01/28/2014 lcerlDlrectnW Qstatr, 17 Detail by Entity Name Page 2 of 3 Name & Address Title TD LEVINE, ALL EN M One East Broward Boulevard Suite 1800 FT LAUDERD AIL E, FIL 33301 T ie it PID fit ROSEN GA C One East Broward Boulevard Suite 1800 FT LAUDERDALE FL 33301 Title SD LESSER, STEVEN' B One East Broward Boulevard Suite 1800 FORT LAUDERDALE, FL 33301 tfn qAnnual Bj2orts Report Year it Date 2013 0 1/24/2013 2014 01/27/2014 2014 01/28/2014 Document Images 01/28/2014 AMEN QED ANNUAL REpORTr----------------------- View image n PDF format 2112712014 - ANNUAL REPORT View image in PDF format 0,1/24/2013 - AINNU,LREPOR�j View image in PDF format 02/16/2012 -- ANNUAL REPOR.fView image n PDF foirmat 0I/0712011 ANNUAL. REPORT View image rn PDF format 99/15/20,0 - Amendment at 02/03�2010 ANNUAL REPQFLT View image in format 24/21/2009 ANNUAL REPORT View image n PDF format 15/16/2008 - ANNUAL REPORT at 0212512008 ANNUAL. REPOEI ait 04/0912007 - ANNUAL REPORT View 4rnage m PCtF format 04117/2006 - ANNUAL REPORT View image n rmat Detail by Entjy Name Page 3 of 3) 03/25/2005 MINUAL REPOR i 01/28/2004 !ANNUAL RED 03/10/2003 05/13/2002 ANNUAL REF ORT View image on PDF format moms 05/11/2001 ANNUAL REIZ)OR1 Vew�mage n PDF format 12 01/27/2000 .ANNUAL R E"POR ' "" I 02/20/1999 ANNUAL REPORT 01/29/1998 ANNUAL REPQR7 0 112 8/1997 /kNNUAL REPOR I View image err PDF Format 0 1/1"1. 9 9�6 N.1\1 U A L� R�E P Q.R' View menage�n PDF format mat 99 f ofNUAL POR I TABLE OF CONTENTS TAB A COVER PAGE TAB B QUALIFICATIONS, EXPERIENCE PAST PERFORMANCE TAB C APPROACH TO IMPLEMENTATION OF MONROE COUNTY'S FEDERAL LEGISLATIVE PROGRAM TAB D REFERENCES TAB E RATE TAB F REQUIRED FORMS TAB O REQUIRED FINANCIAL INFORMATION AND LITIGATION R , , o",a ., ,L�;'�('oirii�(ld�'✓�����i�rrir/yr'a/i//'/ri��%/% is TAB A: COVER PAGE Proposal for LEGISLATIVE AND LOBBYING SERVICES FOR MONR.OE COUNTY'S FEDERAL LEGISLATIVE PROGRAM May 1 2014 Submitted by Becher & Poliakoff Jose A. Bermudez & Jose K. Fuentes 121 Alhambra Plaza, loth Floor Miami, Florida 33134 305.262.4433 jbermudez@bplegal.com jfuentes@bplegal.com Amanda L. Wood 1275 K Street, NW, Suite 850 Washington, DC 20005 202.621.7122 awood@bplegal.com ® j i l i TAB B: U'UALIFICATIONS, EXPERIENCE 1. Becker& Poliakoff is a South Florida based law firm that has assisted clients in Monroe County since its founding forty plus years ago. Today, Becker & Poliakoff is a diverse commercial law firm with 170 lawyers, lobbyists and patent professionals working in offices throughout Florida (Fort Lauderdale, Miramar, Miami, West Palm Beach, St. Augustine, Orlando, Sarasota,Tallahassee, Fort Walton Beach, Tampa Bay, Fort Myers, Stuart and Naples) as well as Washington, DC, New York, New .Jersey and Northern Virginia. The Federal lobbying work will be performed primarily in the Washington, DC and the Miami, FL offices. Founded in 1973, the Firm recently celebrated its 401h anniversary of serving clients. Becker & Poliakoff provides its clients with services in seven primary practice groups: government law cot lobbying(which includes customs& international trade la%v), business litigation, construction law, real estate law, homeowner and community association law; corporate law; and intellectual property and emerging technologies. The firm's future plans include increased growth in its core practice areas. Government law and lobbying is and has always been a core practice for Becker & Poliakoff. Several members of the Becker & Poliakoff team currently serve or have served in government positions (local, state and federal), giving our*team first-hand working knowledge of government practices and procedures. In addition, the firm has been active in Florida's civic, business, charitable and legal community for over 40 years. We have had the pleasure of working with several current Members of Congress, including Representative Joe Garcia, Representative lleana Ros Lehtinen, Representative Mario Diaz-Ba➢art, Senator Bill Nelson, and Senator Mlarco Rubio for many years. Each of them and several other Members have been good friends to the firm. In fact, Senator Marco Rubio is a former Becker & Poliakoff attorney who has remained close to our Frm's leadership. Members of the Becker& Poliakoff team include: Washington DC-based lobbyist Amanda Wood served as Legislative Director for former Senator Bob Graham. She served as his chief advisor on all appropriations matters with a focus on local government funding. Since leaving Capitol Hill, she has represented Florida counties, cities, non profits and private companies; /0,� s • Managing Director of the DC Office, Omar Franco, served as Chief of Staff for current Congressman and Appropriations committee member, Mario Diaz-Balart; * Senior Consultant, Clarence Williams, was a Chief of Staff to Congressman Kendrick B. Meek, Ret., and a former senior policy aide to the Minority Leader of the Florida Senate; • Jose Fuentes worked for the South Florida Water Management District; « Jose Bermudez served as Governor hick Scott's South Florida representative working k4ith all local governments and intergovernmental agencies; 0 George Burgess is the firm's Chief Operating Officer and co-chair of the firm's Public Private Partnerships Practice (PPP) team. He spent eight years as Miami Dade County's Manager and another twenty years working for the County in various capacities; a Founding Partner Alan Becker served in the Florida Legislature in the 1970's with Senator Bill Nelson and has maintained a strong network of contacts at the highest levels of government and business. He is on the Executive Committee of Enterprise Florida and works closely with Governor Scott on job creation initiatives. In fact, Governor Scott awarded Alan a"Florida Ambassador" for his efforts; Shareholder Bernie Friedman served as Chief of Staff to a South Florida Congressman; +� Shareholder Yolanda Cash Jackson has worked very closely with key Members of the Congressional Black Caucus including Representatives Jim Clyburn, Bennie Thompson, Donna Christensen, ivtarcia Fudge and of course Floridians Corrine Brown, Alcee Hastings and Frederica Wilson. As such, our team has many years of experience working with Members of the Florida Congressional delegation on a wide variety of issues. Becker & Poliakoff has one of the strongest relationships with the Florida Congressional Delegation of any government affairs firm in Washington, D.C. Our team members left Capitol Hill from senior positions with the Florida Delegation; they continue to enjoy strong relationships with a large and diverse group of Members and staff from both sides of the aisle from Florida and elsewhere around the country. As former Chiefs of Staff, both Omar Franco and Clarence Williams participate in the Chiefs of Staff alumni group which affords them opportunities to develop relationships with Members and senior staff from all 50 states. Over the past five years, Becker & Poliakoff has averaged 375 employees. We currently have 425 employees. The firm is lead by a seven member management committee made up of Firm shareholders. Gary C. Rosen serves as President and Managing Shareholder. George Burgess serves as the Firm's Chief Operating Officer overseeing the administration along with administrative department heads in Accounting, Human Resources, IT, Professional Development and Marketing. A list of the Firm's equity shareholders is provided in the confidential submission in TAB G. a r n 2. Provide a list of current clients,with a brief description for each. FEDERAL LOBBYING CLIENTS Algenol Biofuels Bethune-Cookman University Contract dollar value: $36,000 Contract dollar value: $36,000 Dates for term of contract: Ongoing Dates for term of contract: Ongoing Duration of the Relationship: Since T2&'2011 Duration of the Relationship: Since 3/25P2005 Services Provided: Lobbying Services Provided: Lobbying Results: Successfully helped pass legislation Results: Developed and implemented giving algae tax parity along with cellulosic institutional advancement strategy biofuel, Dr. Hakim Lucas, Vice President of Quang Ha, General Counsel Advancement 16121 Lee Road, Suite 110 640 Dr, Mary McLeod Bethune Blvd. j Pt, :Ayers, FL 33912 Daytona Beach, FL 321 14-3099 (239) 498-2000 (386)481-2983 Cite of Delray Beach City of Hialeah Contract dollar value: $36,000 Contract dollar value: $60,000 Dates for terra of contract: Ongoing Dates for term of contract: Ongoing Duration of the Relationship: Since 9,'1 12013 Duration of the Relationship: Since 5)'6`2009 Services Provided: Lobbying Services Provided: Lobbying Results: Currently working on seeking federal Results: $750,000 for sidewalk improvements guidance on sober home rules. and pollee equipment upgrades Terrill Pyburn,Assistant City Attorney Fredrick Marinelli, Grants Administrator 200 NW I st Avenue 301 Palm Ave. Delray Beach, FL 33444 Hialeah, FL 33010 (561) 2-t3-7090 (305) 883-5839 1 City of Hialeah Gardens City of Miami Gardens Contract dollar value: 0 Contract dollar value: $24,000 Dates for term of contract: Ongoing Dates for term of contract: Ongoing Duration of the Relationship: Since 812712010 Duration of the Relationship: Since 1(30d2005 Services Provided: Lobbying Services Provided: Lobbying Results: Identified numerous grant Results: Secured $1.250 in Law Enforcement opportunities, funding William Rodriguez, Assistant to the Mayor Mr. Cedric Benson, City Manager 10001 NW 87th Avenue 1515 NW 167 Street Hialeah Gardens, FL 33016 Miami Gardens, FL 33169 (305) 558-4 1 14 (305)622-8000 City of North Bay Village City of pa-Locka Contract dollar value: $30,000 Contract dollar value: $30,000 Dates for term of contract: Ongoing Dates for term of contract: Ongoing Duration of the Relationship: Since 2 26'2008 Duration of the Relationship: Since 2r16,1999 Services Provided: Lobbying Services Provided: Lobbying Results: $5.125 million for a farce main Results: Secured $2.1 m in infrastructure pipeline rehabilitation and a bus facility, funding. Robert Pushkin,Assistant City Manager Mr. Kelvin Baker, City Manager 1.700 Kennedy Causeway, 4132 780 Fisherman Street, 4th Floor North Bay Village, FL 33141 Opa-Locka, FL 33054 ( 05) 756-7171 (305)953-2821 Deval LLC Florida Crystals Contract dollar value: $60,000 Contract dollar value: $60,000 Dates for term of contract: Ongoing Dates for term of contract: Ongoing Duration of the Relationship: Since 318f2013 Duration of the Relationship: Since 6,�28/2013 Services Provided: Lobbying Services Provided: Lobbying Results: Successfully advocated for prolonging Results: Successfully advocated for inclusion their national loan servicing contract. of Everglades Restoration projects in the Water Resources Development Act re-authorization. Deborah Garcia,-Gratacos, President 8230 Leesburg Pike, Suite 708 Gaston Carstens, Vice President Tysons Corner, VA 22182 1 N. Clematis St., Suite 200, West Palm Beach, Phone: 703.962.187'9 FL 33401; (561)366-5128 mn i Intuit Signal,Above Contract dollar value: $90,000 Contract dollar value: $36,000 Dates for term of contract: Ongoing Dates for term of contract: Ongoing Duration of the Relationship: Since 12�P2010 Duration of the Relationship: Since 10/2013 Services Provided: Lobbying Services Provided: Lobbying Results: Successfully inserted report language Results: Currently working on report language in the Financial Services Appropriation bill regarding low power television broadcasters regarding Return Free program. and the spectrum auction. Anthony Bedell, Corporate Affairs Mike Graving 7535 Torrey Santa Fe Road ?'80 Greensboro Drive,. 7`6 Floor San Diego, C. 92129 McLean, VA 22102 Phone:202.484.1494 Phone: 703-761-5000 Palm Beach County Palantir Technologies Contract dollar value: $36,000 Contract dollar value: $7.5,000 Dates for term of contract: Ongoing Dates for term of contract: Ongoing Duration of the Relationship: Since 7/19�2011 Duration of the Relationship: Since 5,4,2011 Services Provided: Lobbying Services Provided: Lobbying Results: Successfully advocated for the delay in Results: Obtained Congressional Member the impilementation of the F'EMIA flood maps support to remove contracting obstacle. for the flood insurance program. Todd Bonlarron, Public Affairs (Director Lori Baylor, Contract Administrator 30,1 N. Olive Avenue 100 Hamilton Avenue, Suite 300 West. Palm Beach, FL 33401 Palo Alto, CA 94301 (561) 355-3451 Phone:650,473.9158 F /lo%l/%�/iitro/ii i y � Secure Wrap of Miami, Inc. Hi-G-Tek Contract dollar value: S12,000 Contract dollar value: $7,500 Dates for term of contract: Ongoing Dates for term of contract: Ongoing Duration of the Relationship: Since 2/27/2004 Duration of the Relationship: Since June 2012 Services Provided: Lobbying Services Provided: Lobbying Results: Successfully inserted legislative Results: Introduced capabilities to language in the TSA re-authorization bill Congressional members and staff, dealing with vendor security enhancements. Elio Oliva Enrique Ramos, CEO 1445 Research Blvd., Suite 150 4050 NW 29th Street Rockville, MD 20850 Miami, FL 33142 Phone: 301-917-2946 Phone: 305.582.3150 Town of Davie STS International Contract dollar value:. $40,000 Contract dollar value:. $84,000 Dates for term of contract: Ongoing Dates for term of contract: Ongoing Duration of the Relationship: Since 51),2013 Duration of the Relationship: Since 3,"1'2012 Services Provided: Lobbying Services Provided: Lobbying Results: Currently working on a F'EMA appeal Results: Secured$25m in DOD procurement regarding Hurricane Wilma reimbursements, authorization. Richard Lemack,Town Administrator 6591 grange Drive Ted Morgan,CEO & President Davie, FL 33314 204 Sand Mine Road, PO Box 10 (954) 797-1030 Berkeley Springs, WV 25411 Phone: 301.320.3798 a The Brady Campaign to Prevent Gun Florida Yacht Brokers Association Violence Contract dollar value: $30,000 Contract dollar value: $48,000 bates for term of contract: Ongoing Dates for term of contract: Ongoing Duration of the Relationship: Since January Duration of the Relationship: Since November 2014 2013 Services Provided: Lobbying Services Provided: Lobbying Results: Currently working on establishing a Results: Secured $1.5 million for public health new central listing bond for foreign vessels, and safety campaigns Bob Zarchen Daniel Gross 1550 SE 15th Ave 840 First Street, NE, Suite 400 Fort Lauderdale, FL 33316 Washington, DC 20002 (954) 522-9270 202-289.5786 3. Dames, titles,qualifications of all key personnel. Resumes of Key Personnel Amanda Wood,Senior,Government Affairs Consultant 'I Lead Federal Lobbyist for Monroe County Georgetown University, B.S., Foreign Service ` Experience: Amanda Wood is registered as a federal lobbyist representing municipal, corporate and nonprofit clients on matters related to transportation, _......... economic development, natural resources, law enforcement, and social services in Washington, DC. She joined Becker & Poliakoff in 2013 and began her lobbying career in 2005. She previously served as Legislative Director to Senator Bob Graham, where she was responsible for developing and implementing the Senator's legislative agenda and strategy. While serving as the Senator's chief advisor on federal appropriations, lvls. Wood worked closely with representatives from Florida. cities, counties, educational institutions, nonprofit organizations, and state agencies to advocate for federal funding for projects ranging from transportation infrastructure improvements to water quality and flood protection, tourism, i J economic development and cultural projects. Amanda also worked as a legislative assistant for the Nliccosukee Tribe of Indians of Florida. As a Senior Government Relations Consultant at Becker & Poliakoff, Amanda's primary focus is assisting clients with federal funding needs. Her experience as senior legislative stag on Capitol Hill provides the skills to represent clients on matters ranging from post hurricane FEMA policy changes to Everglades preservation. The percentage of time spent for each client varies depending on the legislative schedule and priorities of each client. Significant Client Accomplishments: • I.T.S. Highway 331 and the Choctawhatchee Bay Bridge are the only routes in Walton County for residents from the southern portion of Walton County to travel to the northern portion. Amanda Wood assisted them in securing $332,500 in federal transportation funding to support additional design, right of way and construction to provide enhancements to this route in order to allow for additional capacity for evacuation purposes and regional economic development. This represented the first federal investment in this project and has since resulted in a re-prioritization of this project by Florida DOT and an expedited construction timetable. • Since the explosion and fire on BP's Deepwater Horizon in the summer of2010, Amanda Wood has been working on behalf of Collier County and Gulf County to support legislation to compensate impacted counties and restore habitat. The RESTORE Act became law in the summer of 2012 and holds the parties responsible for the Gulf oil disaster accountable for restoring the Gulf. By investing fines owed by BP and the other parties responsible for the Gulf oil spill into the Gulf region, the RESTORE Act will provide significant financial resources to both Counties. Precise funding levels will not be determined until fines are levied against BP under the Clean Water Act, which is expected to occur very soon. • Over a period of three fiscal years, Amanda Wood assisted Collier County in securing $2.1 million in federal funding for transportation infrastructure to support improvements to two key interchanges on I-75 at Everglades Boulevard and Collier Boulevard/SR 84. These improvements were critically needed to provide access to a route for safe evacuations from storms and fires as significant growth continues in Collier County. In addition, for private sector clients,Amanda trains their sales teams to communicate effectively with their local government clients and helps them identify and pursue funds for local government acquisition needs. She provides strategic advice to sales teams and guides clients and prospects through the Funding process, including review of grant applications. She achieves J success through direct communication with sales targets and research regarding community- specific federal funding opportunities. Amanda is a longtime board member and former President of the Florida State Society, an organization that brings together Floridians who live and work in Washington, D.C., and served as Co-chair of the 2013 Florida Inaugural Ball Committee. She also serves as a Member of the Board of Directors of the Latin American Youth Center in Washington, DC. Jose A. Bermudez, Senior Government Relations Consultant Local Co-Liaison with Monroe County and Federal Team Miami Dade Community College y Experience: " Jose A. Bermudez, is a local government relations professional in the Erm's y , -V, Government Law & Lobbying team. He joined the firm in 2014 when he began his lobbying career. He is a Senior Government relations Consultant in our Coral Gables office. Jose most recently served as Special Assistant to Governor Rich Scott for the South Florida region. Jose served as liaison of the Governor's office to state agencies, and the Governor in all local governments and intergovernmental agencies Prior to joining the office of the Governor, Jose served as Chief of Staff to the Mayor of i*rliami Beach, where he oversaw one of the most ambitious capital improvement programs in the City's history. This program of "Planned Progress" rebuilt streets, upgraded infrastructure such as drainage systems and water lines, renovated and rebuilt many City assets and built new facilities for parks and entertainment venues. Jose has also had the pleasure to serve in the White House Advance office under President George W. Bush and oversaw several international missions. Jose K. Fuentes, senior Government Relations Consultant Local Co-Liaison with Monroe County and Federal Team �u St. Thomas University ij Experience: Jose Fuentes is a native Floridian with a strong network of contacts and over 25 years of experience wvorking, in the government and political arenas, He is a local government relations professional who represents local municipalities, other public bodies and private sector clients in environmental, infrastructure and vvater resources primarily at the state and local levels. He joined Becker& Poliakoff in 2013 and began his lobbying career in 1991. llll/l� ,i/ w,w co � w ✓ �, ' iia�i�iirl��� � ��'1�,6�i1✓�ll !rrl ru . He previously served as Managing Partner of The Fuentes & Rodriguez Consulting Group. He is well-known in political circles as a leading provider of strategic lobbying, and business development solutions in Florida. In the past, Mr. Fuentes served as Regional Director of Nliami-Dade County's South Florida Water Management District, Director of Hispanic Affairs for the Cuban American Legislators from Miami-Dade County, Legislative! Aide for Rep. Rudy Garcia, Director of the Office of the Speaker of the Florida House, Assistant to U,S. Senator Connie Ivlack, Government Liaison to the Board of County Commissioners. Mr. Fuentes is committed to public service as proven through his community,civic and volunteer work. Most recently, he was appointed by Governor Rick Scott to the Board of Trustees of Miami-Dade College, the largest and most diverse college in the nation. He was also asked to serve as Chairman of the Governmental Affairs Committee of the Greater Miami Chamber of Commerce where he has played a key role in engaging the Chamber to support the High Speed Rail construction program. Currently, Nlr, Fuentes is a board member of the City of Miami Waterfront Advisory Board, City Year Miami and St. Thomas University. He is a member of the Mayor's International Council and serves on the Executive Committee of the Miami-Dade County Republican Party. Mr. Fuentes is past Chairman of both United Home Care Services and the IN/liami-Dade County Asian American Advisory Board. Mir. Fuentes has been honored by the Diabetes Association with the "Valor Award" for community service, and the South Florida Hispanic Chamber of Commerce with the "Annual Sunshine Award" as Public Official of the Year lie is included in Who's, Who of Asian Americans and has been featured in numerous occasions,in The Uiami Herald for his devotion to community service and for his pride in his Cuban/Japanese Heritage., He %gas a finalist for the Price Waterhouse Up& Comers Award Omar Franco Senior Government Relations Consultant Member, Monroe County Federal Lobbying Team Florida State University ZZ Experience: Mr. Franco is registered as a federal lobbyist representing municipal, corporate and nonprofit clients on matters related to transportation, economic development. natural resources, 'technology, and social services in Washington, DC. He joined Becker & Pioliakoff in 2011 and began his lobbying career in 1999. Fie is the Managing Director of the Washington D.C. office, He %,was named one of the nation's most powerful Hispanic lobbyists by Latino magazine, He serves on the Board of Directors for the American League of Lobbyists (ALL) where he completed the ALL,'s Lobbying Certificate Program (LCP), Omar's client base includes Florida Yacht Brokers Association, Hi-G-Tek, Intuit. Florida Crystals, Algenol Biofuels, Secure f I I Wrap, Signal Above, Deval LLC, Hi-G-Tek, Palm Beach County, FL, and the municipalities of Davie, Delray Beach, Hialeah, Hialeah Gardens, and North Hay Village, FL„ among others. The percentage of time spent for each client varies depending on the legislative calendar and priorities of each client. Mr. Franco began federal lobbying in 1999 when he became Director of Governmental Relations for the University of Miami's School of Medicine. In 2001, University of Miami President Donna Shalala promoted him to Assistant Vice President of Governmental Relations where he represented the university at both the federal and state levels of government and primarily worked on appropriations and health care issues. In 2003, he was named Chief of Staff for Congressman Mario Diaz-Balart (R-FL). Omar held this position for over four years, managing the Congressman`s Washington D.C. and district operations and closely counseling the Congressman in his areas of expertise which include federal appropriations, health care, transportation, higher education and issues dealing with Hispanics and the state of Florida. During his tenure, Omar assisted in founding the Congressional Hispanic Conference and the Congressional Hispanic Leadership Institute. Active in Hispanic political organizations, he serves as the President of the Hispanic Lobbyist Association (HLA) after having served on the Board of Directors for five years. Omar also serves on the Corporate Advisory Board of the Congressional Hispanic Leadership Institute (CHLI). He is a member of the Republican National Hispanic Association and the Latino Executive Advisory Panel for the Hispanic Leadership Network. In addition, he is the federal lobby°ist for the Friends of the National. Museum of the American Latino. He was a-warded a U.S. Speaker and Specialist grant by the U.S. Department of State's Bureau of International Information Programs to participate in a program on the 2012 U.S. Presidential Elections and the U.S. Electoral Process in Chile and Paraguay. Clarence Williams Government Relations Consultant Member, Monroe County Federal Lobbying Team Florida State University Experience: 1\4r. Williams is registered as a federal lobbyist representing municipal, corporate and nonprofit clients on matters related to education, defense, health care, technology, and social services in Washington, DC. He joined Becker & Poliakoff in 2011 and 'began his lobbying career in 2008. He is a former Chief of Staff for Congressman Kendrick B. Meek of Florida; he served as the Congressman's chief policy advisor and strategist on all issues before the U.S. House of Representatives. He directly managed the Congressman's portfolio of issues relating to the Committees on Ways and Means, Armed Services, Homeland Security, and Budget. • Since leaving Capitol Hill, Mr. Williams advocates on behalf of a broad range of clients and topics, including Palm Beach County, the Cities of Opa Locka and Miami Gardens, the Town of Davie, Florida Memorial University, Bethune-Cookman University, Palantir Technologies, STS International Inc., Intuit, Hi G Tek, DEVAL Inc., and Meridian Partners, among others. The percentage of time spent for each client varies depending on the legislative calendar and priorities of each client. Among several accomplishments on his clients' behalf, he was able to; Q Aid Florida Memorial in obtaining $12 million in capital funds from the Department of Education; Orchestrate the release of over $l million in sequestered grant funds for a capital project in Opa Locka while simultaneously negotiating funds from the State Revolving Fund totaling just under$1 million for a related project in Opa Locka; • Work with the Department of Transportation's FAA to maintain the operation of the Executive Airport in Opa Locka in the face of widespread contract tower closing. Opa Locka was one of only 24 airports to remain open of the original 177 slated for closing; f Secure a $25 million authorization in the rational Defense Authorization Act for client, STS International Inc. On Capitol Hill, he specialized in issues involving health care, armed services, taxation, alternative energy, local government issues, and domestic and international trade. He is uniquely qualified in issues relating to health care reform, having logged well over 100 hours in briefings, consultation, and collaboration on legislative language with Nays and Means and House leadership staff on the Patient Protection and Affordable Care Act. Additionally, he was actively involved in the passage of several pieces of tax policy, including a delay of a 3% tax withholding requirement for most procurement by local governments. As primary liaison for Mr. Meek to appropriations staff, Clarence shepherded nearly $53 million directly to South Florida local governments, nearly $20 million to educational entities, and over S 13 million to South Florida hospitals and community centers. As well, he negotiated with Heath and Human Services (HHS) Secretary Kathleen Sebelius to advance payments totaling $12 million to Jackson Health Systems to help avoid shut down of this important institution. Activities and Memberships • American League of Lobbyists Congressional Chiefs of Staff Alumni Association 0 Department of Defense Top Secret Security Clearance 1 r Education • Florida State University, H.A. Helena Ramirez Government Relations Consultant Member, Zvlonroe County Federal Lobbying Team Florida International University Experience: Ms. Ramirez is a Government Relations Consultant with Becker &; Poliakoff s �f Government Law and Lobbying Tears in the Washington, D.C. office. Helena works closely with firm clients to advance their interests at the Federal level and monitors legislative and regulatory issues that impact their various industries. Prior to Becker & Poliakoff, Helena worked for the Congressional Hispanic Leadership Institute in Washington. D.C. where her focus was to help the organization reach the multitude for the advancement of the Hispanic community. She managed programs directed at leadership development,congressional outreach, and international outreach. Helena helped with the 2012 republican National Convention, assisting; with first ever Hispanic digital outreach strategy with Digital Communications and Specialty Media teams. She is fluent in Spanish. Helena sits on the Cabinet of College Leadership Florida, a highly selective program through Leadership Florida that helps Florida's most talented collegiate leaders prepare for careers in the public and private sectors using their knowledge, leadership skills, and newly created statewide connections to benefit Florida. Helena served as a University Trustee for Florida International University, representing over 42,000 students at the nation's largest Hispanic serving institution of higher learning. She played an important role in allocating a S12.3 million budget for student services. 4. Unique Characteristics of Becker&c Poliakoff s Federal Lobbying Team Like many Washington DC lobbying teams, we have; 1) Excellent relationships with key congressional members and staff, as well as federal agency officials who are in positions to guide funding levels and program decisions. 2) A proven track record of success on behalf of many clients in Washington, DC. 3) Many long term lobbying clients who have renewed our contract multiple times despite changes in leadership in the City or County i 1 li and difficult budget years including moratoriums on federal funding and earmarks. However, what truly sets our lobbying team apart is our local/federal lobbying model which provides these unique characteristics: l) A local presence in South Florida and an intimate knowledge of Monroe County priority issues; 2) An ability to participate year-round in Monroe County meetings and site visits; 3) An experienced team of Floridians who are Federal lobbyists with hyper focus on South Florida issues based on their history of working for Florida Members on many of Monroe County's highest priority issues. Our local liaisons, .lose Fuentes and Jose Bermudez will participate in Monroe County meetings and activities to provide guidance to our Federal Lobbying team year round. In addition, our Federal lobbying team members visit Florida regularly and will be available to tour key sites and participate in meetings as requested. TA 8 P.9ST PER FORhL4NCE 5. Describe the firm's success in representing county/local government issues at the federal level. Name of Client: Walton County, Florida Nature of Issue: Evacuation Route Funding Outcome of the Lobbying Efforts: Funding Success Key Professionals: Amanda Wood, managed and implemented U.S. Highway 331 and the Choctawhatchee Bay Bridge are the only routes in Walton County for residents from the southern portion of Walton County to travel to the northern portion. Amanda Wood assisted them in securing $332,500 in federal transportation funding pp to support additional design, right of way and construction to provide enhancements to this route in order to allow for additional capacity for evacuation purposes and regional economic development. This represented the First federal investment in this project and has since resulted in a re-prioritization of this project by Florida DOT and an expedited construction timetable. �. �, �v;���u i� r ir, rrNoawiwoww ww:rwwrnvww,��W�mnmi �� ��d ��ii� �law✓�� r see. i i J, t Name of Client: Gulf County, Florida Nature of Issue: Oil Spill Impact Funding Outcome of the Lobbying Efforts: Legislative/Funding Success Kev Professionals: Amanda Wood, managed and implemented Since the explosion and fire on BP's Deepwater Horizon in the summer of 2010, Amanda Wood worked on behalf of Collier County and Gulf County to support legislation to compensate impacted counties and restore habitat. The RESTORE Act became law in the summer of 2012 and holds the parties responsible for the Gulf oil disaster accountable for restoring the Gulf. By investing tines owed by BP and the other parties responsible for the Gulf oil spill into the Gulf region, the RESTORE Act will provide significant Financial resources to both Counties. Precise funding levels will not be determined until fines are levied against BP under the Clean Water Act, which is expected to occur very soon. Name of Client: Collier County, Florida Nature of Issue: Transportation Infrastructure Funding Outcome of the Lobb}ing Efforts: Funding Success Key Professionals: Amanda Wood, managed and implemented Over a period of three fiscal years, Amanda Wood assisted Collier County in securing S2.1 million in federal funding for transportation infrastructure to support improvements to two key interchanges on 1-75 at Everglades Boulevard and Collier Boulevard/SR 84. These improvements were critically needed to provide access to a route for safe evacuations from storms and fires as significant growth continues in Collier County. Name of Client: Palm Beach County, Florida Nature of Issue: Policy Clarification Outcome of the Lobbying Efforts: Ongoing Engagement with Congress and HUD Key Professionals: Omar Franco, managed and implemented We have been asked to seek clarification from the U.S. Department of Housing and Urban Development (HUD) concerning their interpretation of the Fair Housing Amendments Act regarding sober houses. While there has been a joint statement put out but both the Department of Justice and the Department of Housing and Urban Development, the County feels there is an urgent need to clarify the Fair Housing Amendments Act by the HUD Department and its application to sober homes. Since the County feels that the courts have applied the Act inconsistently, a great burden has been placed on local governments because of an over- II' S y r - concentration of sober homes in single-family residential communities. As a result of this inconsistent application, there is confusion regarding the rights and abilities of local governments to apply their local regulations to these homes. With a lack of oversight of sober homes, there has been increasing abuse and exploitation of the residents. Therefore, a clarification from HUD regarding what actions may be taken to protect the safety of the residents of these homes. Palm Beach County is also suggesting that HUD clarify its interpretation of the Act as it applies to Single Family Zoning Districts. One such clarification would be for HUD to provide a better definition of '`currently using drugs or alcohol". Another clarification of the Act could be to provide that sober homes may be somewhat limited in single family zoning districts everywhere due to the more frequent turnover of a sober house dwelling unit as a result of the sober house resident's ability to quickly change status. HUD could also clarify the Act to provide for limitations of sober houses within single family zoning districts by providing an allotted percentage of sober houses to non-sober houses within each singic family zoning district or by limiting them by location (no closer than 500 feet from one another) in order to avoid overconcentration of sober houses. Finally, Hl..,"D could provide clarification that sober houses must comply with the local zoning regulations pertaining to the number of unrelated persons allowed per dwelling unit and/or the number of allowed turnovers in occupancy of a dwelling unit without requiring that a reasonable accommodation must be granted for single family zoning districts only. This would allow someone with a disability an equal opportunity to use and enjoy a dwelling without fundamentally altering the zoning scheme of single family zoning district. Name of Client: North Bay Village, FL Nature of Issue: Funding Outcome of the Lobbying Efforts: Funding Success Key Professionals: ©mar Franco, managed and implemented For forty-two years, wastewater from North Bay Village was pumped through the same pipe travelling more than two miles to Miami Beach to be processed. This force main pipeline rested on the floor of Biscayne Bay and was exposed to hazards such as impacts from boats. Damage to the pipe was accelerated by corrosion and age. This pipeline had caused six spill accidents and was causing continued environmental damage and health risks to North Bay Village and all the surrounding communities. Team members began working with North Bay Village to see if federal funding would be available to begin work on this project. Working closely with Senator Bill Nelson and Congresswoman Debbie Wasserman Schultz's office, we resubmitted the appropriations request. After several years of work, North Bay Village received notification that they had been awarded $4,655,012 to completely rehabilitate the existing 12,000 feet of 12-inch force main that crosses the Biscayne Bay. . in .� '.. �i�✓s�wo� v r �.wwww,, //wyGiii�ili� /rr/✓ /,mal � 1 A Name of Client: City of Opa Locka, Florida Nature of Issue: STAG Award Sequestration Outcome of the Lobbying Efforts: Funding Success Key Professionals: Clarence Williams, managed and implemented The City of Opa Locka applied for and received a STAG grant award from the U.S. Environmental Protection Agency for the overhaul of two sanitary lift stations. Fhe award, however. was contingent upon approvals from four different agencies. During the process, the federal ,government shut down, causing all grants in the process to be either postponed or canceled outright. Unfortunately, the two lift stations completely failed, which required immediate action. Working with a Member of Congress and Federal and regional EPA representatives, we were able to have the approval requirements waived for the City. The neat hurdle involved acquisition of the funds - approximately $1.2 million- during a period where all awards were put on "hold" while Congress and White House dueled over funding issues. Mr. Williams arranged meetings with the State Revolving Fund officials in coordination with EPA officials to provide the City with SR.F funds while they awaited the release of the federal award. In working through this coordinated effort, the City of Opa Locka not only received over $900,000 from the SR.F, but was allowed to keep and use the funds regardless of whether they received the federal funds. We further succeeded in moving the release of their STAG grant. In all, the City received approximately$2.1 million for the infrastructure projects. Name of Client: City of Opa Locka, Florida Nature of Issue: Opa Locka Executive.Airport Tower Closing Outcome of the Lobby ing Efforts: Executive Action Success Key Professionals: Clarence Williams, managed and implemented In ivlarch of 2013, the FAA announced it would close 165 control towers run by FAA contractors because of mandatory budget cuts known as the sequester. The towers, at mostly small airports with fewer than 150,000 takeoffs and landings a year, included Opa Locka Executive Airport. The airport is responsible for nearly $100 million in direct economic impact and over 2,400 jobs in the area. We were able to use connections at the FAA to immediately make the City's case - regarding the economic impact, air safety, and disaster response implications of closing this airport- that its tower should remain open. Coordinating support from the entire South Florida delegation, we were successful in Opa Locka airport being one of only 24 regional airports of the original 165 to remain open and operational. p lilt I iI Name of Client: City of Miami Gardens, Florida. Nature of Issue: COPS Grant Outcome of the Lobbying Efforts: Funding Success Key Professionals: Clarence Williams, managed and implemented The City of Miami Gardens applied to the U.S. Department of Justice for a Community Police Hiring Program grant to hire new officers, Prior to the application being made, we arranged a series of high-level meetings with officials at DGJ and within Congress to support the City's need for more police officers. Despite the Agency's desire that the 2013 round be dedicated to putting, more law enforcement personnel in schools after the devastating Sandy Hook tragedy, we were able to convince them of the dire need for a greater law enforcement presence on the streets in Miami Gardens, The City was subsequently awarded $1,250,000 to hire ten new police officers. G. Describe firm's success at the federal level related to specific areas/issues or relevance) to Monroe: A. Environment and Natural Resources Monroe County has been recognized as a community that strives to be responsible stewards of your resources and you have taken many steps in the areas of energy use reduction, water conservation, and resource recovery. As home to 32 federally threatened and endangered species and 9, nationally protected areas, including the Florida Keys National Marine Sanctuary and the Everglades, we know that your natural resources are a great source of pride. As the County works to expand upon these efforts, we will seek partnerships with federal agencies to secure federal investment in county projects that have the ability to conserve natural resources while creating sustainable, responsible long-term economic development. We understand that the County has an interest in acquiring vacant. privately owned fund containing suitable habitat for and known populations of federally-designated wildlife species as well as acquiring conservation lands that also serve as military buffer zones, Through her work as federal representative for the National Recreation and Park Association, Amanda Wood has advocated for increased federal investments in land acquisition and stewardship, including full funding for the Land and Water Conservation Fund (LWCF), the largest federal funding vehicle for land acquisition. Having identified such varied funding stream examples such as LWC1+, NOAA's Coastal and Estuarine Lands Program, and the CDC's Community Transformation Grant. we are eager to advocate for the federal resources necessary to advance these projects for the County. Since the explosion and fire on BP's Deepwater Horizon in the summer of2010, Amanda Wood worked on behalf of Collier County and Gulf County, Florida to support passage of the RESTORE Act, which aims to compensate impacted counties and restore habitat and achieved passage in the summer of 2012. By investing fines owed by BP and the other parties responsible for the Gulf oil spill into the Gulf region, the RESTORE Act will provide resources to Monroe County. The 15 non-disproportionately impacted counties like Monroe will receive funding based on a formula that considers the weighted average of the population of the county, the weighted average of the county per capita sales tax collections estimated for fiscal year 2012, and the weighted average distance from the Deepwater Horizon oil rig to each of the nearest and farthest points of the shoreline. As you know, precise funding levels will not be determined until fines are levied against BP under the Clean Water Act, which is expected to occur very soon. We are eager to work with Monroe County staff to position the County for success in securing a portion of the 30 percent (up to $6.3 billion) to be distributed by a Federal-State Ecosystem Restoration council comprised of six federal members and five state members and the 30 percent (up to $6.3 billion) to pay for state proposals for environmental restoration and economic recover} work. We are prepared to work with County staff to identify all opportunities, develop criteria and processes for project selection and assist with the draw down of these funds. As the Treasury Department moves toward publication of final implementing rules for the legislation, we will work with you to ensure that Congressional intent is preserved related to the formula by which non-disproportionately impacted counties like Monroe will receive their funds and will engage the delegation to ensure that there is proper oversight of the process. B. Water Quality The team at Becker & PoliakofT works regularly with Congress, federal water agencies, and our municipal clients to improve existing policies and enact new legislation to broaden access to federal funding grants and create new financing sources to help deal with the complex water challenges of today and tomorrow, Note that this team will be led by Amanda Wood, the former Legislative Director for Senator Bob Graham of Florida. Amanda served on Senator Graham's staff until his retirement in 2005 and worked cooperatively with staff throughout the delegation to advance and achieve passage of the Florida Keys Water Quality Improvement Act (PL 106-554) to improve the quality of near shore waters within the Florida Keys National Marine Sanctuary by creating a dedicated funding source the implementation and construction of wastewater and storm water master plans in the �r� �OFF"! ar ' Keys. To date, this legislation has resulted in over $35,000,000 in federal investments in sewer infrastructure and we would like to assist you in drawing down additional funding based on this authorization. Additionally, we understand that the County is interested in inclusion of unincorporated Monroe County's water quality infrastructure projects in the authorization after the completion of funding for the current authorization, and we are prepared to assist with that as well. We have also worked on behalf of several Florida counties on similar projects, including authorizations through the Water Resources Development Act, funding in a post-earmark era by working with Office of Management and Budget (OMB) and the Corps Headquarters and Jacksonville offices, and facilitating Project Cooperation Agreements. We have secured and expanded federal authorizations and funding throughout the State of Florida for projects to improve water quality, including in Collier and Charlotte County. Recently, through established relationships at both the federal and state Clean Water offices of the EPA and Florida Department of Environmental Protection (DEP), we have shown success in gamering funds for local water projects outside of the sometimes stagnant legislative process. For client, the City of° Opa Locka, we worked with the Bureau Chief for the State Revolving Fund program at EPA in tandem with the State Revolving Loan Fund Director for Florida DEP to coordinate the reprioritization of SRF funds during the initial round of sequestration. In so doing, we obtained the support of the EPA to get just over$1 million from DEP for a wastewater project the City was stalled on while awaiting a grant from the federal government. The EPA further allowed that the federal grant Opa Locka needed could be used for a second infrastructure project when the money was finally released to them, netting an additional S1.2 million for our client. It is also important to note that we are advocating for a provision currently pending in the Water Resources Development Act providing for a Water Infrastructure Finance and Innovation Authority (WIFIA), which would allow access to low-cost, long-term financing for a variety of water resource-related projects by cities. The WIFIA proposals currently being considered in both the House and Senate would help substantially reduce the cost of financing water infrastructure projects, creating a benefit for many municipalities that will approach the equivalent of a grant equal to 20 percent of the total cost of a project. WIFIA has gained support because it would allow lawmakers to leverage a relatively modest investment into significant new water infrastructure improvements. Every dollar appropriated would provide project sponsors with access to $15 in low-cost, long-term financing, all largely without scoring in the annual budget process. Specifically, $100 million appropriated for a WIFIA program would support the construction of$1.5 billion or more in water infrastructure projects. In the federal budget process, an appropriation of$100 million to a WIFIA program would likely result in only 1 t a $4 and $7 million charge against federal outlays, making it a cost-effective way for the federal government to provide much needed water infrastructure assistance to counties like Monroe. C. Transportation A review of your long range transportation and economic development plans has provided us with a good sense of your commitment to improving the mobility of residents and visitors while supporting critical economic development in the County. Through highway and interchange infrastructure and enhanced transit, all of these goals can be met. One successful strategy that we have employed for other similar clients is to make sure that Monroe County is viewed by the federal agencies as a resource for information on which federal programs are working well and how changes in federal policies will affect them. As we work to develop federal partnerships to support Monroe County's transportation and transit infrastructure needs, we will also look for opportunities to apply for and succeed in drawing down federal grants. In the most recent round, U.S. Transportation Secretary Anthony Foxx announced that 52 transportation projects in 37 states will receive a total of approximately $474 million from USDOT's Transportation Investment Generating Economic Recovery (TIGER) 2013 discretionary grant program. If submitted with the appropriate project, this program may be able to provide opportunities for federal partnerships in the County. Additionally, we can assist in the use of the Transportation Infrastructure Finance and Innovation Act (TIF1A) credit assistance program to advance local projects. The program received a vast increase in funding in the NIAP-21 law from $122 million annually to $750 million in FY13. Because of the complexity of this program, we have developed relationships with key US DOT officials who can assist us as we consider the use of TIFIA for your projects. In Southwest Florida, over the course of four fiscal years Amanda Wood assisted Charlotte County. Florida in securing more than $5,000,000 in federal funding for key local transportation corridors including the Englewood Interstate Connector, Burnt Store Road, and US 41 Enhancements. Additionally, she worked with Collier County to secure $2.1 million in federal funding for transportation infrastructure to support improvements to two key interchanges on I- 75 at Everglades Boulevard and Collier Boulevard/SR 84. These improvements were critically needed to provide access to a route for safe evacuations from stonrts and fires as significant growth continues in Collier County. Should needs exceed available public resources, the County will also have access to our Public Private Partnership practice team with attorneys and other professionals that have experience developing public private partnerships in order to assist government entities fill the void created u ,I when public demands exceed public available funds but can be met with private investment. Such partnerships are being developed all over Florida to meet a variety of public purposes. D. Health and Human Services A primary goal of the Patient Protection and Affordable Care Act (ACA) is to significantly reduce the number of uninsured by providing a continuum of affordable coverage options through Medicaid and new Health Insurance Exchanges. In so doing, net savings can be achieved at the state and local levels, especially in states like Florida, where the state requires counties to share in its match portion. While Florida Health Choices, the Florida Legislature's substitute for ACA in the wake of opting out of Medicaid expansion and its attendant $51 billion in funding, is up and running, the program has only one vendor as no major insurers have signed on. At the same time, the state had hoped that more Medicaid funding from the federal government might mute the impact of"tiering"as implemented in Florida law. In its November application to renew the ,Medicaid managed care program, Florida also requested an expansion of its $I billion "Love Income Pool" (LIP) program.. M(rider that proposal, the money that helps provide health services to poor and uninsured Floridians would be combined with other Medicaid funding programs and increased to $4.5 billion annually. Unfortunately, the federal government told Florida on April 11`h that the status quo would remain to place for another year. The letter from the U.S. Department of Health and Human Services' Centers for Medicare and Medicaid Services outlined a one-year extension of the LIP fund and two other supplemental programs that together total about$2.2 billion. Florida, and by extension Monroe County, could achieve additional savings falling into three main categories: increased federal matching rates for current-law beneficiaries other than those covered through 1115 waivers or limited benefit programs; reduced state spending on non- Ibiedicaid health care previously furnished to uninsured residents with incomes below 138% of the federal poverty line, and additional revenue, including general revenue increases caused by the boost to state economic activity that would result from increased federal Medicaid dollars being spent within the state. Our goal would be to continue working with Congress to realize these savings either through a reversal of the state's position on Medicaid expansion or through an increase in funds related to the states renewal of its managed care program. Any savings realized would likely benefit Monroe County in the form of reduced matching requirements. ,..,,..... m , waramw(G✓�6'��/��ii�i�i '" 'f� i n 1 IN 13 a e E. Federal agencies such as FEIMA,Army Corps of Engineers, and EPA We understand that the County water resource and flood protection needs that will require coordination with the US Army Corps of Engineers (Corps) and Envirotunental Protection Agency (EPA). Be assured that we have experience negotiating with federal agencies to find common ground and ensure that the County has the best possible outcome both with regards to the substantive debate and perception battle in the press and public. We have worked on behalf of several Florida counties projects with these agencies, including authorizations through the Water Resources Development Act, funding in a post-earmark era by working with Office of Management and Budget (OMB) and the Corps Headquarters and Jacksonville offices, and facilitating Project Cooperation Agreements. In the unfortunate event that Monroe County experiences a windstorm event, our team has experience with first and second appeals of FEMA public works determinations including on behalf of Florida counties post-Gustav and poste-Charlie and we are currently representing the Town of Davie on a first appeal with FEMA Region IV. Unfortunately, FENIA often denies legitimate funding for public works reimbursements and experience. A solid strategy and tenacity are essential to success, along with engaging the delegation in support. As is necessary, we have significant experience partnering with the Florida Department of Emergency Management to advance these projects. Another example is our experience on military issues. Monroe County is asking the Navy to evaluate the baseline condition for existing operations at Naval Air Station in Key West. Specifically. the impacts associated with the FA-18E/F Super Hornet were included in the FEIS baseline notwithstanding the fact that this aircraft was not properly evaluated in past environmental documentation. Unfortunately, this is not an uncommon situation Nvith regard to the Hornet and Super Hornet with similar complaints litigated in places like Coupeville, WA and Oceana in Virginia Beach, VA among a host of other locations. While the Navy is moving forward with new regiment of evaluations on the Super Hornet in particular, necessary pressure must be maintained to avoid a "wait out the clock" on the F/A 18 variants. These models are due to be replaced by 2018 with the F-35, which has a thrust ratio comparable with the Super Hornet. With our relationships to the Department of Defense through former service on the House Armed Services Committee, we can work with the Department of the Navy to find resolution on noise abatement features including training schedules, route and runway usage alterations and sound attenuation applications. It is important to note that if Congress authorizes another round of Base Realignment and Closure (BRAG) in 2017, which is the request of the administration in the March 4th release of i f i r a i i i the President's budget, a certain amount of balancing must be accomplished to avoid mission realignment that could cost Monroe County jobs. Of course, the Department also requested new BRAC rounds in 2013 and 2015, neither of which were acted upon by the Congress. Reaction in Congress in March from key federal legislators is that they are no more receptive to a BRAC 2017, and it probably will not be enacted this year, however, as recently as the second week of April, the Department is still working the Halls of Congress to persuade them otherwise. Other examples of current work with federal agencies include: e Federal Aviation Authority to seek a waiver for the closing of the Opa-Locka Executive Airport Tower. • Department of Housing & Urban Development (HUD) to seek a waiver for the new Executive Director for the Hialeah Housing Authority; « Department of Housing & Urban Development(HUD)to seek the rebid of national loan servicing contract; • Department of Housing & Urban Development (HUD) regarding clarification of their interpretation of the Fair Housing Amendments Act regarding sober houses; • U.S. Citizenship and Immigration Services (USCIS) regarding the EB-5 Immigrant Investor Program; • Food& Drug,Administration regarding the time frame for holding an imported product; • Department of Education changed to their gainful employment rules for private for-profit colleges and universities; • internal Revenue Service and the implementation of the Free Fife program; * Department of Interior process for transferring private property into trust; • The Department of Defense on issues concerning logistics, IED technology and securing their fuel fleet. • FAA for the City of Opa-Locka; we represented the city in its fight to save the Opa Locka Executive Airport from an FAA decision to close its control tower along with 177 other airports around the nation. We were successful in mounting a case and strategy that made Opa Locka one of only 24 airports to be spared from tower closure. F. Policy Initiatives While not specifically requested in the RFP, we have reviewed the County"s federal agenda and included a section below on key policy issues for which we have a great deal of experience and creative ideas. We regularly advocate for policy positions on these topics and others: Municipal Bonds Position: Protect Tax Exempt Status of Municipal Bonds Background: Municipal bond interest is_ and always has been exempt from federal tax,just as federal bonds are exempt from state and local taxes. However, in an effort to close the federal budget gap, some in Washington are targeting the tax exempt status of municipal bands, 'hich would increase the casts of borrowing for local governments, likely preventing many infrastructure projects from moving forward. According to the Congressional Joint Committee on Taxation, the exemption would cost the federal government $177.6 billion over five years; however repealing the status completely would have cost local governments $495 billion in interest expenses over the past decade. EMPG Pro ream Position: Support increased in funding for the Emergency Management Performance Grants Background: this program provides funding for State and local jurisdictions to engage in comprehensive national and regional planning processes that seek to enhance emergency management and catastrophic capabilities through strengthened national and regional relationships and the allocation of resources toward all-hazards planning, including maintaining current hazard mitigation plans. Florida is a traditionally a major beneficiary of these funds. Stafford Act'IDebris Removal Position: Ensure clarity regarding the eligibility for reimbursement of local government expenditures far removal of debris from private property, including roadways in private or gated communities. Background: Generally, debris removal from private property following a disaster is the responsibility of the property owner. However, large-scale disasters may deposit enormous quantities of debris on private property over a large area resulting in widespread immediate threats to the public-at-large. In these cases, the State or local government may need to enter private property to remove debris to: eliminate immediate threats to life, public health, and safety. eliminate immediate threats of significant damage to improved property; or ensure economic reco�ery of the affected community to the benefit of the community-at-large. We seek to clarify the regulations and ensure reimbursement to local governments. Transportation Donor State Position: Support efforts in the upcoming highway bill reauthorization to increase Florida's share of federal highway spending. i Background: Florida currently rates poorly in the US based upon the rate of return for federal highway funding, getting back only 92'd on every dollar sent to Washington, DC and currently ranks second of those considered "historical donor states". Florida has "donated" $2,570,000,000 to improve roads in other states since 1956. For every percent increase in Florida's rate of return, the next 6-year highway bill would provide an additional $199,439,450 to improve Florida's roads, bridges and highway safety Property Assessed Clean Energy(PACE) Position: Support legislation that would require that federal regulators and mortgage lenders treat PACE assessments like others and underwrite mortgages with PACE assessments allow property owners to finance energy efficiency and renewable energy projects for their homes and commercial buildings. Background: Through PACE financing, interested property owners' opt-in to receive financing for improvements that is repaid through an assessment on their property taxes for up to 20 years. PACE financing spreads the cost of energy improvements such as weather sealing, insulation, energy efficient boilers and cooling systems, new windows, and solar installations over the expected life of the measures and allows for the repayment obligation to transfer automatically to the next property owner if the property is sold. Online Travel and Tourism Taxation Position: Prevent passage of legislation that would exempt online tourism bookers from paying appropriate sales taxes to state and local governments. Background: Currently, online travel companies such as Travelocity and Expedia pay state and local occupancy taxes on guestrooms based on the wholesale rate they pay for the room, not on the, retail rate the guest pays for the room. Because hotels pay these same taxes based on the higher retail rate the guest pays, state and local municipalities collect less tax on a room booked through an OTC than they collect on a room booked through a hotel directly. National Infrastructure Loan Bank Position: Support legislative initiatives that would increase local government access to government-backed low interest loans and private capital for priorities including transportation and water infrastructure, Background: Several Members of Congress have proposed the creation of an "infrastructure bank," which would be run by the government but would pool tax dollars with private investment. This may be considered in the context of the upcoming transportation reauthorization bill, *.=W-41151 F21!!1! 7. Describe the firm's success, particularly within the past 5 years, in obtaining funding for county/local government clients. Highligbt the key professionals within the firm that were responsible. • Over a period of three fiscal years, Amanda Wood assisted Collier County in securing $2.1 million in federal funding for transportation infrastructure to support improvements to two key interchanges on 1-75 at Everglades Boulevard and Collier Boulevard/SR 84. These improvements were critically needed to provide access to a route for safe evacuations from storms and fires as significant growth continues in Collier County. • For the City of Opa Locka, Clarence Williams helped orchestrate the release of over $1 million in sequestered grant funds for a capital water infrastructure project in Opa Locka while simultaneously negotiating funds from the State Revolving Fund totaling just under $1 million for a related project in Opa Locka. We also worked with the Department of Transportation's FAA to maintain the operation of the Executive Airport in Opa Locka in the face of widespread contract tower closing. Opa Locka was one of only 24 airports to remain open of the original 177 stated for closing. • U.S. Highway 331 and the Choctawhatchee Bay Bridge are the only routes in Walton County for residents from the southern portion of Walton County to travel to the northern portion. Amanda Wood assisted them in securing $332,500 in federal transportation funding to support additional design, right of way and construction to provide enhancements to this route in order to allow for additional capacity for evacuation purposes and regional economic development. This represented the first federal investment in this project and has since resulted in a re-prioritization of this project by Florida DOT and an expedited construction timetable. • Amanda Wood worked on behalf of Collier County and Gulf County to support legislation to compensate impacted counties and restore habitat. The RESTORE Act became law in the summer of 2012 and holds the parties responsible for the Gulf oil disaster accountable for restoring the Gulf. By investing fines owed by BP and the other parties responsible for the Gulf oil spill into the Gulf region, the RESTORE Act will provide significant financial resources to both Counties. Precise funding le"els will not be determined until fines are levied against BP under the Clean Water Act, which is expected to occur very soon. • Omar Franco began working with North Bay Village to see if federal funding would be available to begin work on a project to upgrade the wastewater system and ultimately, North Bay Village received notification that they had been awarded $4,655,012 to completely rehabilitate the existing 12,000 feet of 12-inch force main that crosses the Biscayne Bay, Additionally, we secured $475,000 in for a bus facility project within the nee+, Municipal Public Safety Complex in North Bay Village. w ! i I1� ■ On behalf of the City of Miami Lakes, Omar Franco secured $570,000 in Transportation- HUD bill for vehicle procurement of two hybrid electric vehicles to provide this trolleybus service. The Town was seeking to enhance its existing transportation program, specifically, the general circulator trolleybus service routes. For the Nliccosukee Tribe, Omar Franco secured $760,000 for improvements to address significant safety concerns associated with Snake Road. Additionally, we helped the Tribe to draw down $1,750,000 in federal funding for Tarniami Trail (U.S, 41) safety improvements. • For the City of Hialeah, Omar Franco secured $500,000 for street and sidewalk improvements and $250,000 for the police equipment upgrades. o)if i F TAB C• 8. Describe the firm's plan for accomplishing the work and services to be provided to Monroe County. The firm should indicate a clear understanding of Monroe County's federal issues and scope of work, including a detailed project plan for this project,outlining major tasks and responsibilities, time frames and staff assigned. Having represented counties throughout Florida as a Federal lobbyist for the past nine years, Amanda Wood will act as the project manager on behalf of the Becker & Poliakoff team. As such, Amanda will %%ork with you to develop an agenda of federal priorities and engage with your Congressional member offices and committee staff as well as executive branch agencies. Omar Franco and Clarence Williams will also assist with project development and strategy as well as Congressional and executive branch outreach. Jose Bermudez and Jose Fuentes will be available locally to attend hearings and meetings,and to consult with County personnel. The entire Becker & Poliakoff team will be engaged on a daily basis in support of or in opposition to various statutory or regulatory policy proposals of critical interest to Monroe County. Based on our collective Capitol Dill experience and representation of many clients at the federal level, we have established direct relationships with key federal agency officials who are in positions to guide funding levels, program decisions, advisory board appointments, and competitive awards. While we deal directly with federal officials on a daily basis, we also leverage many of our efforts by working through Congressional offices. We will not only work with Senators Nelson and Rubio and Representative Garcia, but also with member offices that have jurisdiction and oversight over the federal agencies that will be key to our efforts on your behalf. tIn order to assist the County in setting short and long term federal priorities, we look forward to meeting with County Commissioners and department heads and touring the County to see first- hand and fully discuss your projects. This will provide us with an opportunity to build upon the knowledge we already have as a firm with a long time Monroe County presence. We will explore all aspects of these priorities and may identify additional projects that you may not have realized have a federal nexus. Based on this information, we will develop a strategy and federal agenda that once approved by your staff and elected leadership, will serve as our work plan for the coming year. The Chart below provides a simple graphical representation of the proposed schedule timeline of Becker & Poliakoff s approach to creating opportunities for the County and the accompanying proposed activities. The boxes representing "Action Needed", "Results" and "Next Steps" will be tilled in as appropriate following the development of your federal agenda Y . il eiu prl.;v iieoo wwy✓.ayWawbn ���/ /i�(W//�. I I, i I Dale & Tasks in first 90 Days and Action Next ain erase tatiaTimeline Needed a es lts Steps GOAL 1. Assessment of Opportunities Within first 0 a s Meet with County to analyze the current federal appropriations requests, and conduct strategic long-term analysis for future r nests Meet with Florida Delegation and staff to evaluate o ortuities and obstacles Identify and meet with Executive Branch officials to look for funding o ortunities i Exec. branch Goal 2. Develop Federal Agenda and Strategy Within first 0 da s Ongoing meetings with County, officials Attend Congressional hearings and Q markups on appropriations in the U.S. !� House and U, . Senate Finalize priorities al 3. Prepare briefing and other aerials in support of Can 's Feder n Aisenda Within First 22jNs Work with County officials and staff to research, prepare and finalize materials . Initial treat o o roe County and entire i s Ca essio a ale do . Within first 90 da s Meet with the Congressional offices to introduce the 2014 legislative agenda. Coordinate meetings between County representatives and the leadership in the U,S, House and U.S. Senate A. ro riations Committee members. Baal 5. Pre are for U co min Within firstMENEMENEREVE 0 da s 77 rt�.� �olrWlr r I � ti I fiy Funding ort lies Present the revised agenda to the Congressional Delegation and as appropriate, advance components of the agenda with members of the U.S. House and the US, Senate with legislative jurisdiction over targeted issues. Within first 9 da s tion e n ofeVresPCFt o On okn Enhance Monroe County's Relationships in C through regular communication, meetings, site visits with ke influencers ongoing Work to identify public policy issues of importance to County and develop specific position papers on each issue area, wworking with the government relations team and leadership at the County, These issue papers will be updated on a regular, and as warranted, basis. ongoing Coordinate site visits by Congressional members and staff to high priority venues, specifically the local Congressional Delegation ongoing Identify opportunities for the County leadership to testify before Congress ongoing Identify specific actions to be appropriately advanced that will enhance the County's relationships with the Congressional Delegation members and their staff. ongoing 0 Assist with the management of visits/fly-ins of County representatives to Washington, D.C. for the purpose of meeting with members of Congress and their a to riations staff orq1oing Coordinate and accompany site visits by Appropriations members and staff to the Count on oin IMonitor and impact legislation and re ulatios affectin Count on oin Establish and maintain liaison services, establish regular interaction, and assist the County in establishing long-term relationships with the Executive Branch agencies ongoing Set up and coordinate meetings on behalf of the County with the Administration on oin Establish and maintain liaison services, establish regular interaction, and assist the County in establishing long-term relationships with National Associations ong-oin g Liaison to the National Association of Counties and other local government associations and work with County officials when they attend such functions. ongoing Re ular R.e ortin on oin Communicate regularly with County to update them on progress of the federal le isCative a ends on►oin RIPENER Identify the process and tools that will be used to monitor critical issues. Identify progress reports that will be made during process and key decisions points. Clearly distinguish the firm's duties and responsibilities and those of the County's. (Absence of this distinction shall mean the firm is assuming responsibility for all tasks) With a developed and approved federal scope and strategy, we will take federal advocacy actions on your behalf, using tools including: • Our collective Hill and Executive Branch experience and relationships • Coalition advocacy in collaboration with associations such as the National Association of Counties and Florida Association of Counties • Daily review of the Federal Register and action on Capitol Hill and by the Administration • Regular meetings with relevant Congressional Delegation and Committee members and staff, as well as federal agency staff • Federal Iy-focused reports and publications to which we subscribe We �01 provide regular status reports and updates on your priorities and to highlight new opportunities, which may include: • Presentations to your Commission • Regularly scheduled conference calls and,''or written status reports • Our weekly legislative update • Memos specific to pending federal items, which may request your feedback From the Commission and your staff, we will seek the following information and guidance: • Data related to County priorities, including basic budgets, engineering specification and project abstracts • Examples of local impacts of proposed federal policies, which we will identify and request • Collaboration in the drafting of federal grant applications • Availability to participate in phone calls and face to face meetings with federal program staff and elected officials as needed • Responsiveness to requests for letters to be sent to federal officials, drafts of which %%ill be provided by our team I i r 0 Based on this information and guidance, we will perform the following tasks: • Prepare effective briefing materials, designed to thoroughly make your case while remaining concise • Arrange meetings for you with your Congressional Delegation, members of Congress and their staff from relevant appropriations and authorizing committees, and key federal agency officials to advocate for the County's goals and objectives and prepare talking points and briefing materials for same • Identify specific federal grants that have your priorities as an allowable use and prepare a full report of funding options and a recommended action plan • Guide you in positioning the application for success by putting you face-to-face with program officers and decision makers within funding agencies in advance of the of funding solicitations, allowing us to ,gain insight into program priorities • Review grant applications and provide strategic advice and recommend changes based on the weaknesses and strengthspp of the application and our internal knowledge e of the agency's priorities • Actively engage political support for pending funding applications • Identify opportunities to provide testimony before Congressional committees • Prepare responses to federal register notices related to new and amended proposed regulations • Engage the delegation in support for or in opposition to proposed legislation that will impact the County. 10. Show the organizational chart as it relate to service identifying the key personnel who will be responsible for the provision of this service, (It should be understood that it is the intent of Monroe County to insist that those indicated as the consultant team in this RFP response actually execute the program.) Monroe County Legislative & Lobbying Services Organizational Chart Becker & Poliakoff i i, r wy' Y w r1 �� � ,....w,.»,� tH ,�������au(✓(l/��/�ll/��"���I�L ' Amanda Wood Lead Federal Lobbyist Helena Ramirez Federal Lobbying Team Assistant Omar Franco Clarence Jose Bermudez Jose Fuentes Williams Co-Local Co-Local Federal Lobbyist Federal Lobbyist Liaison Liaison 11. Describe the method the firm uses to communicate the client on its project and issues, and provide an example of such communication with a comparable local government client on an issue before Congress, Executive Branch, and/or federal agency. Our team will provide frequent status reports and updates on both your identified federal agenda priorities as outlined in the Federal Legislative agenda as well as and new opportunities that arise. We are eager to participate in regularly scheduled conference calls, provide written status reports and timely information on relevant grants, legislation, regulations that may impact Monroe County. as well as congressional committee meetings, hearings and conferences. You can also expect to receive our weekly legislative update, which is prepared and distributed to our clients on every Monday that Congress is in session which provides general information about Congressional schedules and issues being addressed by Congressional leadership. f jrl� j i 1 r Like the schedule,timeline started for Monroe County preliminarily in TAB C, the following is an example of a client status report provided to a municipal client: ACTIONS ACTIONS GOALS & TASKS TAKEN RESULTS NEEDED GOAL . Effectively develop funding initiatives, inclusive of annual appropriations requests and agency specific,grant a rtunities Revise current federal agenda Teleconference for 2014 to with City include Fleet with City to analyze the administrators: Brownfields and current federal appropriations IA 1, 2/6, 5'10 Economic requests, and conduct strategic Attended City Grant agenda and Development long-term analysis for future Council meeting Legislative agenda Assistance requests 2''6 established Grants I Coordinated Coordinating Congressional conference calls letters of support with FEIVIA to Assist in development,drafting for: AFG Grant seek guidance for and submission of appropriation Application, AFG and SAFER re-submission for requests and all the supporting SAFER Grant ,grant were not AFG and SAFER. documentation Application awarded in 2013 grant5 City"s issues have Continue meeting Met with Rep. been highly with Nleet with the Congressional Wasserman prioritized by Congressional offices to introduce the 2013 chultz's office Congressional offices on an as legislative a Benda. 1/19„ 9124 offices needed basis Attend Congressional hearings and markups on appropriations in the U.S, House and U.S, Senate, No action No results No further action III u ACTIONS ACTIONS GOALS &TASKS TAKEN RESULTS NEEDED Schedule City Coordinate meetings between City visit for Rep, representatives and the leadership Debbie in the U.S. House and U.S. Serrate Wasserman Appropriations Committee Schultz or district members. No action No results staff Coordinate call with AF program analyst: 11-15-13. Solicit Identify and meet with Executive advice from Branch officials to discuss AFG and FERIA officials alternative funding opportunities SAFER 2013 submissions to better compete through the Executive Branch submissions were not awarded in 2014 Develop and execute a strategy to Concentrate on ensure that City projects are grant included in the preliminary bills in opportunities, both the U.S. House and U.S. No especially new Senate. appropriations potential projects bills this year No results list in Sheet 2 ACTIONS ACTIONS TAKEN RESULTS NEEDED GO:Al 2: Establish and ° maintain liaison services, establish regular interaction, and assist the City with Congress and the Florida. f 'Congressional Delegation. w r .,,.ia w, ti�� w� �lwlll �6(f�(�w(w✓/�l .��" �a I �l ACTIONS ACTIONS GOALS & TASKS TAKEN RESULTS NEEDED Continue to push for passage of these bills and the continuation I Through the on the Muni Florida League of Bond tax Work to identify public policy Cities: exemption. issues of importance to City and Marketplace Passage of these develop specific position papers Fairness Act, Tax The bills would have on each issue area, working with Exemption of Congressional a positive effect the government relations team and Municipal Bonds, i delegation has co- on the City with leadership at the City. These issue Delay sponsored most of the exception of papers will be updated on a Implementation these bills and co- the Muni Bond regular, and as warranted, basis, of FEMA maps signed letters issue Present the revised agenda to the Congressional Delegation and as Worked on Follow up with appropriate, advance components FEMA Appeal State of Florida FEMA for a of the agenda with members of the and sent the First expedited and U.S. House and the U.S. Senate Documentation Appeal Letter to positive with legislative jurisdiction over and Follow-up FEMA on resolution of City targeted issues. letter on 08-08-13 tO/17/2013 Appeal Coordinate an Coordinate site visits by official City visit Congressional members and staff, by Rep. specifically the local Wasserman Congressional Delegation No action No results Schultz Identify opportunities for the City Continue to seek leadership to testify before relevant Congress No action No results opportunities l� • i ACTIONS ACTIONS GOALS & TASKS TAKEN RESULTS NEEDED Participated in FL League of Cities Fly-in and met Continue to with participate in DC Identify specific actions to be LAC Fly-in's and Congressional Fly-ins and have appropriately advanced that will regular meetings staff on a regular City Council enhance the City's relationship,, with basis to update members visit with the Congressional Delegation Congressional them on City with Members members and their staff. staff riorities and staff Weekly memo's sent detailing City is currently broad exploring new Continue to seek Congressional funding, neA actions. Grant opportunities opportunities and Communicate regularly with City opportunities sent based on follow -up with to update them on progress of the to City when communications agencies on the federal legislative agenda available. with the City 014 submissions Scheduled and Met with the all coordinated the Members of meeting with the South Florida Continue to :Assist with the management of Council Member Congressional participate in DC visits/fly-ins of City with the Florida delegation, Fly-ins and have representatives to Washington, League of Cities including City Council D,C. for the purpose of meeting Fly-in in Senators, to members visit with members of Congress and February and discuss legislative with Members their a ro riations staff Se to ber?(}1 priorities and staff Coordinate a Coordinate.and accompany site district staff visit visits biy Appropriations members for a legislative and staff to the City No action 1 No results I update ACTIOxTv I SULTS JACTIONS �, 1 ��� /, ACTIONS ACTIONS GOALS & TASKS TAKEN RESULTS NEEDED_ TAKEN NEEDED GOAL 3: Establish n maintain liaison services, establish regular interaction, and assist the City in esta lishi g'.Ian -ter relationships with the Executive 'ranch agencies Meet with agencies to understand why, the grants were not funded and receive technical guidance for the 2014 The City's grant submissions. applications were Schedule already meetings and submitted, so we Visits with worked through appropriate Set up and coordinate meetings on Congress to show agencies before behalf of the City with the support for the The grants were submitting 2014 Administration Ci!Z ro"ects not awarded a licatlons Advance relationships in these key departments/agencies including: Department of Commerce, Coordinate site Economic Development visit for technical Administration No action No results t assistance 1 �I1��1�11i l; ACTIONS ACTIONS GOALS & TASKS TAKEN RESULTS NEEDED Regular Contact Solicit letter from Continue to work with FEMA the State of with regarding Appeal Florida to FEMA, Congressional of Disallowed State letter in offices to receive Department of Homeland Security, Labor an support of City an expedited and Federal Emergency Management Equipment appeal was sent positive response Administration FEMA) Reimbursable 10-17-13 Set up meetings Active contact and call with with FEMA FEMA program regarding City officers to Department of Homeland Security, appeal and the improve the Federal Emergency iManagement AFG and SAFER Grants were not C i ty's 2014 Administration (FENIA) grant MLEations awarded submission Select target grants for equipment and School Security, Conduct calls with DoJ program officer in advance of Department of Justice No action No results grant solicitation Examine Department of Justice, Community feasibility of a Oriented Policing Services 2014 grant (COPS) No action No results submission Advocate- for keeping CDBG Department of Housing and Urban grant funding at Development (IAUD) No action No results, current levels a ___-________________ ACTIONS �----- _ACTIONS ------ GOALS & TASKS TAKEN RESULTS NEEDED ., ------._____________, _____ ,��b.. w�. �identifred grant for Park and Recreation Development. j Examine feasibility and assist in grant submission. Communicate with DOI to Deartrnent of InteriorDfJC} No action No results_ µ solicit guidance. Identified grants _.. for Brownfield Redevelopment, Stormwater GIS Mapping, and Abandoned Gas Stations. Examine feasibility and assist in grant submission. Communicate Environmental Protection Agency with EPA to (EPA) _ �µwpow� No action �mm No results „�� solicit�uidance. ,wwu ACTIONS - - - IFACTIONS TAKEN RESULTS NEEDED Goal 4 >Establi5h and maintain liaison services, establish regular interaction,and assist the City in establishing long-term relationships with rational N Associations ----------------,_._N.,.....,....,.....,. ----------,u„u �`- ACTIONS ACTIONS GOALS & TASKS TAKEN IRESULTS INEEDED Delay of the Implementation of Scheduled and the FERIA flood Continue to attended maps has been co- participate in DC Liaison to the National League of meetings with the sponsored by Fly-ins and have Cities and the U.S. Conference of Florida League of majority of City Council Mayors and work with City Cities Fly-in: Florida members visit Council members when they 126 &2/27, 9,'l 0 Congressional with Members .attend such functions. & 9"11 , delegation and staff 12. Describe how the firm plans to establish, maintain, and enhance working relationships bet3veen County officials and staff and key members Of Congress, committee staff, Executive Branch and federal agencies. Our team has strong relationships with members of Congress; key congressional committee chairmen and staff, Administration officials within the Executive Office of the President; and key appointed officials and staff within the federal agencies. We also will utilize our existing relationships with various stakeholder groups such as the National Association of Counties, the National League of Cities, the U.S. Conference of Mayors and issue specific associations and coalitions. Through these contacts, we remain actively involved in the development of legislation and regulations, as well as the preparation and adoption of the federal budget, annual appropriations bills and competitive grant applications. By leveraging our contacts, we will enhance the County's relationships. In addition, by maintaining continuous contact with the County's congressional delegation, we will keep them abreast of the priorities on your Federal Legislative Strategy and your positions on new issues that appear throughout the legislative year. Because we currently represent many local government clients at the federal level, we have established direct relationships with key federal agency officials who are in positions to guide funding levels, program decisions, advisory board appointments, and awards. Many of these efforts have ultimately resulted in significant savings, operational adjustments, or increased protections for both clients and the consumers involved. While we deal with many federal agencies in a daily basis, we leverage most of our work by working through Congressional offices. Because of our relatiotiships, we either work with the constituent's Congressman and/or Senator but in many cases we also work with member offices i n E that have jurisdiction and oversight over the federal agencies. In this manner, we are better situated to successfully implement the changes that our clients are seeking. Also, by approaching the agencies in this manner, they would have the assurance that Congressional intent would be followed in the changing or promulgation of any new rules 13. Describe how the firm will enhance the County's financial position with respect to obtaining congressional appropriations, federal grants, incentives, etc. and avoiding federal unfunded mandates that map impact the County. Provide specific examples of successful appropriations grants, etc obtained for comparable local government clients. The moratorium on earmarks has made the already difficult quest for federal funds even more challenging. With that reality in place, however, the team has used their experience and knows how to find innovative ways to help clients obtain federal funds and resources. In one such instance for the City of Opa Locka, team members helped orchestrate the release of over $1 million in sequestered grant funds for a capital project in Opa Locka while simultaneously negotiating funds from the State Revolving Fund totaling just under $1 million for a related project in Opa Locka. In another example, our team worked with program officials within the Department of Education and Congressional committee staff to provide the Department with authority to modify eligibility requirements for an existing program that had remaining funds from the previous budget year. In advocating for and obtaining the modification the Department wanted and our client needed, our team was then able to assist clients, Florida Memorial University, Bethune-Cookman University and Edward Waters College in receiving $12 million in capital funding from the program's remaining money. 14. Provide an example of legislation (bill,amendment, report language, etc) the firm prepared/drafted on behalf of a comparable local government client for introduction in Congress. In order to permanently restore federal flood insurance and disaster assistance eligibility, Amanda Wood worked with Gulf County, Florida to achieve the removal of Cape San Blas and Indian Peninsula from the Coastal Barrier Resources System (CBRS). Only Congress has the authority to modify boundaries of the CBRS and they must do this through legislation, which was researched and prepared by Amanda Wood and now been introduced by Representative Southerland: II.R. 945 — 113th Congress (2013-2014) NOMMUMOMMIMENME 1. rr„.� N To remove from the John H. Chafee Coastal Barrier Resources System the areas included in Indian Peninsula Unit FL-92 and Cape San Bias Unit P-30 in Florida. IN THE HOUSE OF REPRESENTATIVES March 4, 2013 Mr. Southerland introduced the following bill; which was referred to the Committee on Natural Resources ------------ A BILL To remove from the John H. Chafee Coastal Barrier Resources System the areas included in Indian Peninsula Unit FL-92 and Cape San Bias Unit P- 30 in Florida. Be it enacted by the Senate and House of Representatives of the United States of America in Congress assembled, SECTION I. REMOVAL FROM JOHN H. CHAFEE COASTAL BARRIER RESOURCES SYSTEM OF AREAS COMPRISING INDIAN PENINSULA UNI F FL-92 AND CAPE SAN BLAS UNIT P-30, FLORIDA, The areas comprising John H. Chafee Coastal Barrier Resources System Indian Peninsula Unit FL-92 and Cape San Bias Unit P-30 in Florida immediately before the enactment of this Act are not part of such system, and maps relating to such units are hereby removed from the maps referred to in section 4(a)of the Coastal Barrier Resources Act(16 U.S.C. 3503(a)). a 15, Prepare an example of written documentation prepared for a presentation before a legislative committee and/or federal agency. Gulf County, Florida Appeal of FENIA Hurricane Gustav Determination Request Gulf County requests FENIA approval of the State of Florida's 2'd appeal of FEMA's de-obligation of eligible beach reconstruction costs totaling $15,11.3,160 for Project Worksheet 14 from the Hurricane Gustav event. Background In August ?009 Hurricane Gustav made landfall, causing extensive damage to approximately 4 miles of shoreline within the County-maintained portion of St. Joseph Peninsula Beach in Gulf County. This event caused erosion that removed an estimated 23 cubic yards of sand per linear feet, damage to sand fencing, and impacted approximately 300,000 sea oat plants. White FENIA's initial determination was that this project is not inconsistent with the CBRA program (see correspondence), because this area is located within the Coastal Barrier Resources Systems (CBRS), FEMA consulted with the US Fish and Wildlife Service and received an initial recommendation that did not support federal funding of the project because they believed that this expenditure would be inconsistent with the Coastal Barrier Resources Act (CBRA). Status The Florida Division of Emergency Management has submitted a second appeal of FENIA's determination on the basis that this project is consistent with the intent of CBRA and is awaiting FEMA's response. As part of the appeal process, Gulf County Commissioners and staff have met tivith both FEMA and FWS (headquarters and Panama City field office) and have provided both with additional engineering reports to support our case. Despite indications that FWS will once attain find this project inconsistent with CBRA, FENIA has the authority to set aside the negative consultation by FWS and fund the entire project should FEINIA determine that the assistance sought by the ;grantee is consistent with the,purposes of CBRA. Basis for Second Appeal: Sensitive habitat has not been adversely impacted by the project. The erosion of the beaches caused by Gustav undoubtedly caused native life to find a more suitable place to live. This natural occurrence, therefore, would have the same effect as the restoration of the beach through reconstruction of sand dunes, which might cause the same native life to seek more i i suitable places to live. Project monitoring reports also demonstrate that the completed renourishment has slowed erosion rates, thereby maintaining habitat. Also note that the scope of this work is completely consistent with the State and County-funded renourishment that was in process at the time of this storm event, the permitting for which was granted by the US Fish and Wildlife Service (see "St. Joseph Peninsula Erosion Control Project, SAJ-2006- 4471 (lP-DEB), Gulf County, Florida, dated May 17, 2007," ) The Project has not led to increased development. It has been nearly three years since the damages to Gulf County beaches from the Gustav event have been reconstructed, yet development rates have still not yet returned to even the muted pre-Gustav levels. The current development rate is approximately l°To, which does not approach the pre-Gustav rate of between 3% and 5% of eligible parcels. Additionally, due to the existence of restrictive land-use regulations in the subject area, no amount of federal expenditure could legitimately be expected to increase development within the CBRA zone, as the pre-existing land-use regulations (which allow only 2 to 3 structures per acre in the area, resulting in approximately 95% of existing parcels within the Peninsula being already built out) have effectively choked off such development ahead of time, NEI glflg i I i il TAB D: REFERENCES Becker & Poliakoff is pleased to provide references for similarly successful projects from five current comparable clients. Palm Beach County Todd Bonlarron Public Affairs Director I`bonlarrAco.palm-beach.fl.us 561-355-3451 City of Opa-Locka Kelvin Baker City Vlanager city manager°"i' opalockafl.gov 305-953-2868' `Gown of Davie Richard Lemack Town Administrator richard lernacklUavie-fl. gov 954-797-l 190 City of Delray Beach Terrill Pybum Assistant City Attorney, pvburn0m dY elravbeach.com 561-243-7090 City of Hialeah Fredrick Marinelli Grants Administrator fmarinelli&bialeahfl.gov 305-883-5839 TAB E: Rate Becker & Poliakoff is pleased to propose an annual lump sum fee payable monthly over the course of the year of$72,000. This proposed fee is a maximum not to exceed amount and does not include or contemplate travel or related expenses chargeable to the County. TAB Ft Required Forms The required farms are attached. 1. Response Farm 1 Lobbying and Conflict of Interest Clause 3. Drug Free Workplace Certification 4. Non-Collusion Statement Farm a. Insurance and Indemnification Statement i f TAB>F: Required Farm RESPONSE FORM RESPOND TOa MONROE COUNTY BOARD OF COUNTY COMMISSIONERS d clo Lisa Tennyson, Director of Legislative Affairs GATO BUILDING, ROOM 2.213 1100 SIMONTON STREET 1 KEY WEST,FLORIDA 33040 i acknowledge receipt of Addenda No.(s) -I I have included: y I o The Submission Resoonse Form x c Lobbying and Conflict of Interest Clause x o Non-Coiluslon Affida4it x o Drug Free Workplace Form x ; f o Respondent's Insurance and Indemnification Statement ry Ie o Insurance Agent's Statement x In addition, I have Included a current copy of the following professional and occupational ,f 4censes: (Check mark Items above, as a reminder that they are Inclu� �1 Mailing Address: Alhambra Plaza, 10c.h FI 305 .262 .4433 --- Telephone: Cori Gables, FL 33134 Fax: 305 .442 .2232 I Date. April ril 25, 2014 ris 1"! &gned� Witness: s (seal) rl (N me) (Title) 15f page 7777-7-, m.I-t , i i TAB F: Required Form LOBBYING AND CONFLICT OF INTEREST CLAUSE SWORN STATEMENT UNDER ORDINANCE NO,010.1990 MONROE COUNTY, FLORIDA y ETHICS CLAUSE Becker Poiiakoff (Company) warrants that he/it has not employed, retained or otherwise had act on hislits behalf any former County officer or employee In violation of Section 2 of Ordinance No. 010-1990 or any County officer or employee In walabon of Section 3 of Ordinance No. 010-1990. For breach or violation of this provision the County may, In Its discretion, terminate this Agreement without liability and may also,m Its discretion, deduct from the Agreement or purchase price, or otherwise recover;-,1e full amount of any fee, commission,percentage, gift,or consideration paid to the former County cer or employee". „c, (Signature) i! STATE OF- oya,L. COUNTY OF, Iowa S Subscribed and sworn to(or affirmed)before me on_..__........_.____I~ f +1 r t o% (date)by �,c: ` ti ra ,ti (name of afflant) HelShe Is personally known to me or has produced as Identification.(type of Adentification) II" NOTARY PUBLIC I IMy commission expires: COLLEEN LAPLANT .: Commission#EE 880483 r • Expires June 16,2017 a Rfa. r 26 (* OwdoNuTmy Fen Ciwr D10 rw TAB F: Required Form DRUG-FREE WORKPLACE FORM The undersigned vend r in accoroa2ce VthfF�orlda Statute 287,08�7 hereby certifies that E3 ar 0 ya (Name of Business) I Puibliish a statement notifying employees that the unlawful manufacture, distribution, dispensing, possession, or use of a controlled substance Is prohibited in the workplace and specifying the actions that will be taken against employees for violations of such prohibition. 2 Inform employees about the dangers of drug abuse in the workplace, the business's policy of maintaining a drug-free workplace, any available drug counseling, rehabilitation, and employee assistance programs, and the penalties that may be imposed upon employees for drug abuse vdations 3. Give each employee engaged In providing the commodities or contractual services that are under bid a copy of the statement specified Vn subsection(1) 4 In the statement specified in subsection (1), notify the employees that, as a condition of working on ithe commodities or contractual services that are under bid, the employee will abide C% by the lerris of:the statement and will notify the employer of any conviction of, or plea of guilty or nollo contendere to, any violation of Chapter 893 (Florida Statutes) or of any controlled substance law of the United States or any state, for a violation occurring in the workplace no later than five(5)days after such conviction. 5. Impose a sanction on, or require the satisfactory participation in a drug abuse assistance or rehabilitation program if such is available In the employee's community, or any employee who is so convicted. 6. Make a good f effort to ontinue to maintain a drug-tree workplace through 011 implementation 1 31 section. f effort to or secll,4,n As the person, authorized to sl the statement, I certify that this firm COMPIles fully with the above requirements, at re Date rl NOTARY PUBLIC My Commission Expires. COLLEEN LAPLANT 7 18 P Commission#EE 880483 Expires dune IS 2017 44 fZ TAB F. Required Form R NON-COLLUSION AFFIDAVIT i, Cary C. Rosen. of the city of oca Raton, FL according to law on my oath, and under penalty of perjury,depose and say that: u 1. lam Cary C. Rosen of the firm of Becher & Pol f.akof the bidder matting the Proposal for the project described in the Request for Quallficatigns for: Legislative and Lobbying Services for Count~y' s Federal Program and that I executed the said proposal with full authority to do so: 2, the prices in this bid have been arrived at independently without collusion, 1111121 consUlatlon„ communication or agreement for the purpose,of restricting competition, as to any matter relating to such prices with any other bidder or with any competitor; 3 unless otherwise required by law, the prices which have been quoted In this bid have y not been knowing@y disclosed by the bidder and will not knowingly be disclosed by the bidder prior to bid opening, dlrecdy or Indirectly, to any other bidder or to any 16' competitor and 4 no ,attempt has be ade r will be made b the bidder to induce any other person, ' partnership rporetlo to submit, or not to submit, a bid for the purpose of 9(f restricti'n ampetition; 5 the sa ements con ed'In this affidavit are true and correct, and made with,full ledge that M roe County reties upon the troth of the statements contained In is affidavit in ar ontrac ro a </)j 1 gnatur espondent) (Bate) STATE OF: §or, 'A � COUNTY OF: PERSONALLY APPEARED BEFORE ME, the undersigned authority A C Pose., who, after first being sworn by me,, (name of individual signing) affixed his/her signature in the space provided above on this r day of P=� r 20 1, NOTARY PURL .r ^ CoommMicnn#EE 8LAN80483 y p " Ex im June 16„2017 M Commission Expires: ':�.(�H,. RrxJ+atp fi�Yn-r F'wi keen�fNAJfS570r9 c. 171 P ii TAB F:Required Form RESPONDENT'S INSURANCE AND INDEMNIFICATION STATEMENT insurance Reguirem-e[A Rectulred-LIMLtj Worker's Compensation Statutory Limits Employees Uabifity $1 D0,000135000,0W/$1,000.000 General Liability $300,000 per Person,$500,000 per Occurrence, $200,000 Property Damage gi or $600,000 Combined Single Limit Vehicle Liability $200,000 per Person,$300,000 Per occurrence,$200,0()0 Property Damage or$300,000 Combined Single Limit Professional Uablflty $500,000 per occurrence $1,000,000 aggregate 109MNIFICATION AND HOLD HARMLESS FOR CONSULTANTS AND SUBCONSULI6M[-S The CONSULTANT covenants and agrees to Indemnify and hold harmless COUNTY/Monme County and Monroe County Board of County Commissioners,Its officars and employees from Ilabilifles,damages,losses and costs, Including but not limited to,reasonable attorneys'fees, to the extent caused by the negligence, recklessness,or Intentional wrongful conduct of the CONSULTANT, subcontn3cloqs) and other persons employed or utilized by the lu CONSULTANT In the performance of the contract. In the event that the completion of the project (to Include the work of others) Is delayed or suspended as a result of the CONSULTANTs failure to purchase or maintain the required Insurance, the CONSULTANT shall Indemnify the County from any and OR Increased expenses resulting from such delay. Should any claims be asserted against the COUNTY by virtue of any deficiency or ambiguity In the plans and specifications provided by the CONSULTANT. the CONSULTANT agrees and warrants that CONSULTANT shall hold the County harmless and shall Indemnify It from all losses occurring (hereby and shall further defend any claim or action on the County's behalf. The first tan dollars ($10,00)of remuneration paid to the CONSULTANT Is consideration for the indemnification provided for above. The extent of liability is in no way limited to, reduced, or lessened by the insurance requirements contained elsewhere within this agreement 1110 191Pagr This indemnificallon shall survive the expiration or earlier lerminatlan of the Agreement, RE O E I understand the insurance that will be mandatory tf rded the ntract and wilt comply in full with all the requirements. Gary C. Rosen Respondent St UNSUMLYCE AriE TR s SU TEMENT I have reviewed the above requirements with the bidder named below. The following deductibles apply to the corresponding policy. POLICY DEDUCTIBLES C0_MM&+7n ___ _ 4 & 1000- C&I fi-atot I i, rj Liability policies are ,.,_Occurrence Claims Made y 0Ak +, ! Insurance Agency IAS . Signature Print Name: 20lf' tge A c Ri CERTIFICATE F LIABILITY INSURANCE OAT>r(/201'4 . _. 3/21f2014 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, l XTENIID OR ALTER THE COVERAGE AFFORDED 13Y THE POLICIES BELOW, THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER.— IMPORTANT: If the certificate holder Is an ADDITIONAL INSURED,the policy(les)roust be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy,certain policies may require al.1fidoarsement. A statement on this certificate does not confer rights to the certifilcats holder In Ileu of such endorsements), PRODUCER iFINSUR'ERA-Ci6xitinantal Angola Herv,i.-'Saket:koa Corporate Insurance Advisors (9S4)315-50,00 Ies4lely-erase 100 tE 3rd Avenue ,A24ervillciafl.net suite 1000 INSURRR s AFFORDING COVERAGE NAIL ar Ft. Lauderdale FL 33301 Casualt3r Ccr. 01443 IINBURED I'NSURIERS.-Trans ortation Insurance Co 01494 Backer' A Foliakoff, P.A INSURER -Vallp_y For eIe insurance Co 0506 One E Broward Blvd Ii INSURER DXV1C Aacsa Starr Indineftity 2890 Suites 17001-1900 INSUIR F't. Lauderdale FL 33301 IINSURERPI 01 COVERAGES CERTIFICATE NUMBER:14415 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED,. NOWATHSTAWDING ANY REOUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN,THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN'RE'DUCiED BY PAID CLAIMS. LTR TYPE OF INSURANCE POLICY NUMBER Pt mu EaP9+ P Y I:)t LIMITS OENEIatALLAaiNJTN L.m EACH OCCURRENCE S 1,000,01)I A ' f,, S' 30 D,o ol7C �COMMERCIALOENERAL IABILry IS1320537 I CLAIM84AACE OCCUR J10 WEOE%P ensperson 3 2000 1 PERSONAL I ADV Y a 1,00,00I GENERAL AG®ATE S 2,000,00( GEN'LAGGREGATE LIMIT APPLIES PER: PRODUCT'S-COMPIOP AGG $ 2,0 00 00, X PDLiCY PRO•. El LOC $ AUTOMOBILE LIASILTTY A I LS l 000,100 ANY AUTO BODILY INJURY(Par person) $ ALL ALROOWNED SCHEDULED 091320540 /24/2014 /21/2015 BODILY INJURY(Par x=wanl) a 1IwlNEO NOWO " HIRED AUTOS "TOB �C��111 a X UMBiR'BLLALIAe OCCUR " 'EACH OCCURRENCE a 20,000,oOC B EXCESS LIAe HCLAIMS.MACE _ "" AGGREGATE S 20,00 o0'Ia OED }C RETENTIONS 1'a,aa D91320554 /24'/2014 /24/2015 s C WORKERS COMPEII'SA'BONAND ITY x SAT OTtI- M NHI EXCLUDED? E IL EACH ACCIDENT $ 50i0 000 I daOPRIETOIaIPARBIL 096068894 L11J20i14 /iJ2ti1S CINY PR PRIETER E%CLUDR]E NIA El.DISEASE EA EMPLOYEE $ 5010 000 N a IPTIONwbo under EL DISEASE•IPOLICY LIMIT S 500 000 Ifgasd IPTNONI OF OPERATIONS ksbnr A Professional Liability WB2100290/ IaI�111 I. 2/22/2013 L2/22/2014 AgprapslsAOcr m nw $30,DOD,000 7A9521/3S81PRr2S502412 I Deduc►ift $'20,oD0 DESCRIPTION OF OPERATIONS i LOCATIONS I VEHICLES IAHwh ACORD'I41,Addllllanal Remarks Behiduls,Rrnan spats Is required) CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE A13OVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN PP=F OF COVERAGE ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE � r ,Mark Selhwartz/ANGFL 2" ittJ kCORD 25(2010105) ski 1908-2010 ACORD CORPORATION, Alll'rilghts reserved, NIS02612oioc5)Ci The ACORD name and logo are registered marks of ACORD