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HomeMy WebLinkAbout07/24/2018 02 Potential Olympia LobbyistTeams - InterviewsITEM TITLE: SUBMITTED BY: BUSINESS OF THE CITY COUNCIL YAKIMA, WASHINGTON AGENDA STATEMENT 1 Item No. 2. For Meeting of: July 24, 2018 Interviews of Potential Olympia Lobbyist Teams Randy Beehler, Communications & Public Affairs Director SUMMARY EXPLANATION: In October 2017, the City's longtime Olympia lobbyist, Jim Justin, notified the City that a conflict of interest would prevent him from continuing to represent the City. An ad-hoc committee of the Council evaluated potential replacement lobbyists and recommended to the full Council that the City enter into a contract with the team of Sermonti Government Relations -Public Affairs and Northwest Advocates Political Consultants for a term not to exceed nine months. A majority of the Council agreed with the committee's recommendation and, furthermore, directed City staff to conduct a Request for Proposals ("RFP") process in the spring of 2018 to identify a lobbyist/lobbyist team to provide state and administrative advocacy services to the City on a longer-term basis. In late March 2018, an RFP (RFP No. 11813P)was issued. At its May 11 th meeting, the Council Partnerships Committee (Mendez, Coffey, Hill), which is responsible for evaluating and making recommendations to the full Council regarding legislative affairs, unanimously recommended the full Council conduct interviews with the three lobbyist teams that submitted proposals in response to the RFP. The full Council will conduct interviews with the three lobbyist teams during its July 24th study session, which will take place from 10:00 am to 12:00 pm in the Council Chambers at City Hall. ITEM BUDGETED: Yes STRATEGIC PRIORITY: Partnership Development APPROVED FOR SUBMITTAL: Acting City Manager 2 STAFF RECOMMENDATION: N/A BOARD/COMMITTEE RECOMMENDATION: The Council Partnerships Committee unanimously recommended at its May ll, 2018 meeting that the full Council conduct interviews with the three lobbyists teams that submitted proposals in response to RFP No. 11813P. ATTACHMENTS: Description Upload Date Type Memorandum - July 24th Olympia Lobbyists InterNiews 7;16./2018 Cover Memo Study Session • Selection e b Agreernent 7/13/2018 Cover Memo • RFP No, 11813P 7/13/2018 Cover Memo O Team 1 - Dad Foster and Lyset C.adena - Proposal 7/13/2018 Cover Memo CI Team 2 - Nick Federici and Luke Esser - Proposal 7/112018 Cover Memo O Team 3 - Tony Sermonti and Susie Tracy - Proposal 7/13/2018 Co\,,er Memo 3 RAN DUNI To: Yakima City Council From: Communications & Public Affairs Director Randy Beehler Subject: Olympia Lobbyist Interview Study Session Date: Thursday, July 19th, 2018 Council members, In October 2017, the City's longtime Olympia lobbyist, Jim Justin, notified the City that a conflict of interest would prevent him from continuing to represent the City. An ad-hoc committee of the Council evaluated potential replacement lobbyists and recommended to the full Council that the City enter into a contract with the team of Sermonti Government Relations -Public Affairs and Northwest Advocates Political Consultants for a term not to exceed nine months. A majority of the Council agreed with the committee's recommendation and, furthermore, directed City staff to conduct a Request for Proposals ("RFP") process in the spring of 2018 to identify a lobbyist/lobbyist team to provide state and administrative advocacy services to the City on a longer-term basis. In late March 2018, an RFP (RFP No. 11813P) was issued. At its May 11th meeting, the Council Partnerships Committee (Mendez, Coffey, Hill), which is responsible for evaluating and making recommendations to the full Council regarding legislative affairs, unanimously recommended the full Council conduct interviews with the three lobbyist teams that submitted proposals in response to the RFP. The full Council will conduct interviews with the three lobbyist teams during its July 24th study session, which will take place from 10:00 am to 12:00 pm in the Council Chambers at City Hall. In accordance with RFP protocols, the July 24th interviews with the lobbyist teams will represent a competitive process in which each team will be scored individually by each Council member based on a standard set of questions and according to an established scoring criteria. The lobbyist team with the highest cumulative score will be offered a contract to provide state legislative and administrative advocacy services for the City. The Council packets for the July 24th study session include: 1. A "Selection Committee Member Agreement" (which must be signed prior to the start of interviews) 2. RFP No. 11813P 3. The proposal from Cadena Consulting and Foster Government Relations 4. The proposal from Luke Esser, Attorney & Government Affairs and Nick Federici Government Relations 5. The proposal from Sermonti Government Relations -Public Affairs and Northwest Advocates Political Consultants At the July 24th study session, the following will be provided: 1. A list of eight (8) standard questions that will be asked, in order, of each lobbyist team (brief follow up questions are allowed, but no questions other than the standard questions may be asked). 2. Scoring sheets for each lobbyist team 3. A cumulative scoring sheet for all lobbyist teams 1 4 The agenda for the July 24th study session will be as follows: - 10:00 am to 10:10 am — Introduction and process explanation - 10:10 am to 10:35 am — Cadena Consulting & Foster Government Relations interview - 10:40 am to 11:05 am — Luke Esser, Attorney & Government Affairs and Nick Federici Government Relations interview - 11:10 am to 11:35 am — Sermonti Government Relations -Public Affairs and Northwest Advocates Political Consultants interview - 11:40 am to 12:00 pm — Scoring and wrap up Once the interviews are completed, the cumulative scores of Council members will be tallied. Again, an RFP process utilizes a competitive model. The lobbyist team with the highest cumulative score will be offered a contract to provide state legislative and administrative advocacy services for the City. Please let me know if you have any questions or need additional information regarding this issue prior to the July 24th Council study session. 2 5 RFP 11813P State Legislative & Administrative Advocacy SELECTION COMMITTEE MEMBER AGREEMENT In consideration of being allowed to serve on the Selection Committee described below, I, , hereby agree that: (Printed Name) 1. I am a member of the Selection Committee evaluating proposals submitted to the City of Yakima in response to the above listed RFP. 2. I will not communicate with others outside of the Selection Committee on the nature or content of the written proposals, product demonstrations, interviews, the evaluation proceedings, the deliberations of the Selection Committee, or individual opinions about the proposers or the project. Proposals and the identity of the proposers will be held in confidence through the evaluation processes. 3. I understand and agree that I do not have a conflict of interest of a financial, relational, or other nature with any of the firms or key personnel of any of the firms I will be evaluating, and that there is no perception or appearance of such a conflict of interest that could arise. I further agree that no member of my immediate family has any such conflict of interest. "Immediate family" means a spouse or domestic partner, child, child of a spouse or domestic partner, sibling, sibling of a domestic partner, brother-in-law, sister-in-law, parent, parent of a spouse or domestic partner, a person for whom I am a legal guardian, or a person claimed as a dependent on my most recently filed federal income tax return. 4. If I have any reason to contact any proposer participating in this solicitation, even if the matter is not directly or indirectly related to this project, I will immediately divulge the nature and reason of the contact to the City of Yakima Purchasing Manager. 5. I have a professional interest in ensuring the results of the Committee's evaluation are legally supportable and defensible. 6. I have a professional interest in ensuring the final recommendation of the Committee can and will lead to the selection of a vendor who can and will provide services with will be acceptable and in the best interest of the City of Yakima. 7. I am not employed by, nor do I have an arrangement for future employment with, any organization under consideration, nor will I solicit or accept gratuities, favors, or anything of monetary value from any organization associated with this selection. I disclose the following information: Signature: Date: Conflict of interest_ Confidentiality Statement.doc CITY OF YAKIMA Request for Proposals No. 11813P kt: STATE LEGISLATIVE AND ADMINISTRATIVE ADVOCACY SERVICES March 26, 2018 Page 1 7 Notice to Proposers Request for Proposals No. 11813P Notice is hereby given by the undersigned that sealed Requests for Proposals will be accepted in the office of the Yakima City Clerk, Yakima City Hall, 129 N. 2nd Street, Yakima, Washington 98901 until the hour of 3:00 PM, April 13, 2018 and Respondents names will be publicly read for: State Legislative and Administrative Advocacy Services Request for Proposal Packets are available from the city's website at .yakimawa.govlservices/purchasing or in the office of the Purchasing Manager, City Hall, Yakima, Washington. 509-575-6093 . The City of Yakima reserves the right to reject any and all RFP's. The City hereby notifies all Proposers that it will affirmatively ensure compliance with WA State Law Against Discrimination (RCW chapter 49.60) & the Americans with Disabilities Act (42 USC 12101 et set.) Dated this ------ day of ------, 2018 Publish on Sue Ownby, CPPO Purchasing Manager Acct # Page 2 8 TABLE OF CONTENTS Notice to Proposers 1. Introduction 4 2. Pricing 4 3. Definitions 4 4. RFP Administration 5 5. Agency Background 5 6. Proposal Due Date 6 7. Proposal Changes or Withdrawal 6 8. Consultant Qualification Requirements 7 9. Proposal Content Instructions 7 10. Scope of Services 8 11. Evaluation by Analysis Committee 9 12. Post Evaluation Events 10 13. Applicants Cost to Develop Qualification Packet 10 ATTACHMENT A - Sample Professional Services Agreement 11 Page 3 9 CITY OF YAKIMA RFP NO. 11813P STATE LEGISLATIVE AND ADMINISTRATIVE ADVOCACY SERVICES 1. INTRODUCTION: The City of Yakima seeks a highly motivated and qualified consultant or consultant team to plan, develop, coordinate, and implement a strategy to advocate for the City's interests at the highest levels in the State of Washington through the Office of the Governor, the state legislature, and state agencies. Specifically, the consultant or consultant team will provide the City Council and City staff with the ability to navigate through the executive and legislative branches of state government and through the myriad state agencies in order to efficiently and effectively promote and accomplish identified objectives related to proposed, pending, and enacted legislation, rulemaking, and regulations. The consultant or consultant team will also assist the City in identifying potential state resources and in securing state funding to support City projects, initiatives, and programs. 2. PRICING: One of the areas on which proposals will be evaluated is the cost of services. Pricing should be quoted as specific hourly rates, based upon a menu of service options impacting the monthly fee. 3. DEFINITIONS: A. City The City of Yakima, Washington, and its departments. B. Applicant The person or firm submitting the proposal. C. RFP The Request for Proposals, including any amendments or other addenda hereto. In case of conflict between the RFP and exhibits, the RFP governs. D. Selection Committee The RFP Selection Committee is comprised of the RFP Coordinator (named in section 4) and other City staff. 4. RFP ADMINISTRATION: Upon release of this RFP, all applicant communication should be directed in writing to the RFP Coordinator listed below. Any oral communications with other City employees will be considered unofficial and non-binding on the City. A. RFP Coordinator: The RFP Coordinator is: Page 4 Sue Ownby, Purchasing Manager City of Yakima 129 No. 2nd Street Yakima, WA 98901 Ph: 509-576-6695 Email: sue.ownby@yakimawa.gov B. Preliminary RFP Schedule RFP Released Proposals Due Letters emailed to shortlisted applicants In- Person Interviews Recommendation of Award Proposed Start Date Date March 26, 2018 April 13 at 3:00 P.M. By April 23, 2012 Week of May 7-11 May 15, 2018 September 1, 2018 10 For the City of Yakima's own best interest, the City Manager reserves the right to accept or reject any proposals, to waive any minor irregularities in any proposals and may award contracts to more than one consultant or consultant team. 5. AGENCY BACKGROUND: Yakima has been the cultural, business, educational, health services, and governmental focal point of the Central Washington region since it was founded more than 125 years ago. Yakima has deep agricultural roots and while it still relies on the ag industry to drive its economy, over 250 manufacturing firms are located in the area and produce a variety of products including aircraft parts, wood products, plastic products, recreational vehicles, and communications technology. Healthcare also plays a large role in Yakima's economy. Five hospitals and over 400 physicians covering 36 specialties are located in the area. Tourism is the fastest growing segment of the Yakima economy. More than 70 wineries are located in the Yakima Valley and regularly draw visitors to sample and buy internationally renowned varietals. The Yakima Valley is also home to more than 75% of all of the hops grown in the United States and is well regarded as a craft beer destination. The area also boasts outstanding outdoor recreational opportunities including water and snow skiing, fishing, boating, hiking, horseback riding, and white water rafting. With a population of about 94,000, Yakima is the largest city in Yakima County and the 11th largest city in Washington State. Most of the people who founded Yakima were of European decent, although significant numbers of African-Americans and Asian - Americans homesteaded in the area well. Relatively recently, the Yakima Valley has experienced a large influx of Latino immigrants, which now accounts for approximately 50% of the population in Yakima County. The average sales price for a home in the Yakima area is about $192,000. The median family income is about $46,000. Page 5 11 Yakima is a full-service city and is governed by a seven -member city council operating within the council-manager form of government. The City's 2018 General Government budget is approximately $78 million and its total 2018 budget (including utilities and other enterprise funds) is approximately $240 million. 6. PROPOSAL DUE DATE: Each proposer should verify that it has received all addenda to this RFP by direct inquiry to the City Contact Person before submitting proposals. One original proposal, with SIX (6) complete copies, shall be sealed and must be delivered no later than 3:00:00 P.M. PST, April 13, 2018 to: City of Yakima Clerks Office 129 No. 2nd St. Yakima, WA 98901 Proposal packages must be marked: RFP No. 11318P, State Legislative and Administrative Advocacy Services QUALIFICATIONS RECEIVED AFTER THE DUE DATE ABOVE WILL NOT BE ELIGIBLE FOR CONSIDERATION. THE DEADLINE WILL BE STRICTLY ADHERED TO. LATE PROPOSALS WILL NOT BE CONSIDERED. Proposals, which do not include all requested information, may be considered non-responsive. 7. PROPOSAL CHANGES OR WITHDRAWAL: A proposer may withdraw or modify its proposal any time before the proposal due date by a written request, signed in the same manner and by the same person who signed the proposal. 8. CONSULTANT QUALIFICATION REQUIREMENTS: The City of Yakima specifically requires a consultant or consultant team to provide Legislative and Advocacy services that will include at a minimum the following: A. At least 5 years' experience in providing full-time legislative and intergovernmental services before the legislature and executive branch of the State of Washington; B. Be an individual or firm with demonstrated experience in bi-partisan relationships; C. Ensure that all staff assigned to represent the City are registered as lobbyists with the Office of the Secretary of the State of Washington. Page 6 12 D. Ensure that the staff assigned to represent the City is located in or near Olympia and available to provide services on an on-call basis. 9. PROPOSAL CONTENT INSTRUCTIONS: Proposals should contain the following information, including: A. A description of how the firm will carry out the scope of services described in this RFP, including the strategy and techniques that reflect an understanding of the City's expected goals and outcomes. The Proposal should include the method to be utilized to update the City on a monthly or more frequent basis on issues, how the consultant or firm will handle urgent issues, the network of contact or process utilized to gain an understanding of proposed legislative before it is introduced in the legislative session and other relevant strategies to assist the City Council in understanding consultant or firm's network, experience, understanding and advocacy style. B. The name, address, telephone and fax numbers, and email address of your firms Principals. C. A general description of your firm, including type of work performed and key personnel. D. A minimum of five (5) references of current or former clients and representative projects undertaken in the last five years, demonstrating experience relevant to this project. Provide a contact person's name, title, address, phone number and email address. E. The name and title of the individual(s) who would be assigned responsibility for performing the services on behalf of the City. Submit resumes for each identified individual. F Provide a list of current clients. G. The successful proposer will be expected to execute the City's Standard Professional Agreement and to provide evidence of the required insurance. A sample Agreement is attached as part of the RFP Package. This does not have to be attached to your proposal. H. Include a proposed monthly fee based on a menu of services from which the City can select in order to manage its monthly fee structure. Include a statement in the Proposal that Consultant or Consultant firm understands the City will develop performance indicators to measure its return on investment for the services provided. Consultant or Consultant firm may utilize this opportunity to describe its demonstrated performance with other clients. Page 7 13 10. SCOPE OF SERVICES: The selected consultant or consulting team will be expected to perform all technical and other analyses necessary to complete the scope of services. The consultant will receive general direction from the City Council and be administratively responsible to the City Manager. The Scope of Services shall include, but may not be limited to: A. Represent the City interactions with the Governor's Office and Administration, State Agencies, the State legislature, legislative representatives and staff person, boards, commissions, and legislative bodies as described in the Introduction. B. Services required of the Representative shall be personally provided by the principals of the Representative as identified in the Proposal, which shall be specified in the Professional Services Agreement between the Consultant or Consultant firm and the City. C. All materials submitted in response to this RFP, except for proprietary material, shall become the property of the City upon delivery to the City, which reserves the right in its sole discretion to use without limitation, any and all information, concepts and data contained therein. The content of all proposals will be held confidential until the selection of a consultant is made. Any proprietary data must be clearly marked. The City is required by law to make its records available for public inspection, with certain exceptions, per Chapter 42.17 RCW. D. Representative shall provide all equipment and personnel needed to fulfill the requirements for representing the City. E. The 2018 budget for these services is up to $62,000. 11. EVALUATION BY ANALYSIS COMMITTEE: All qualification packets will be screened to determine whether the minimum requirements of the RFP are met. The Selection Committee (SC), which will include members of the Yakima City Council, the City Manager, the Communications & Public Affairs Direction, and potentially other City staff will then evaluate those applicants who meet the minimum RFP requirements and short list firms to be interviewed and formally scored. A. Qualification Evaluation Criteria: Following are the criteria which will be used to score the short-listed proposals. A maximum score of 100 points will be used to evaluate proposals. Each of the following elements shall have the stated maximum point value: Page 8 14 12. POST EVALUATION EVENTS: The Consultant or Consultant Teams scoring the highest points will be recommended for award to the full City Council. At the direction of the City Council, the City Manager will negotiate and sign the final contract. 13. APPLICANTS COST TO DEVELOP QUALIFICATION PACKET: Costs for developing qualification packets in response to the RFP are entirely the obligation of the Applicant and shall not be chargeable in any manner to the City. Page 9 ualification and Ear•erlance Points (1) Proposer Qualifications 40 (2) Project Approach 20 (3) Price 40 TOTAL 100 12. POST EVALUATION EVENTS: The Consultant or Consultant Teams scoring the highest points will be recommended for award to the full City Council. At the direction of the City Council, the City Manager will negotiate and sign the final contract. 13. APPLICANTS COST TO DEVELOP QUALIFICATION PACKET: Costs for developing qualification packets in response to the RFP are entirely the obligation of the Applicant and shall not be chargeable in any manner to the City. Page 9 15 AGREEMENT BETWEEN CITY OF YAKIMA, WASHINGTON AND Northwest Advocates Political Consultants FOR PROFESSIONAL SERVICES THIS AGREEMENT, made and entered into on this day of , 2018, by and between the City of Yakima, Washington, a municipal corporation with its principal office at 129 North Second Street, Yakima, WA 98901, hereinafter referred to as "CITY", , with its principal office at , hereinafter referred to as "CONSULTANT"; said CONSULTANT is licensed and registered to do business in the State of Washington, and will provide State Legislative and Administrative Advocacy Services, hereinafter referred to as "SERVICES" on behalf of the City of Yakima WITNESSETH: RECITALS WHEREAS, CITY desires to retain the CONSULTANT to provide services described in this Agreement and subsequent Amendments thereto; and WHEREAS, CONSULTANT represents that it has available and offers to provide personnel with knowledge and experience necessary to satisfactorily accomplish the work within the required time and that it has no conflicts of interest prohibited by law from entering into this Agreement; NOW, THEREFORE, CITY and CONSULTANT agree as follows: SECTION 1 INCORPORATION OF RECITALS 1.1 The above recitals are incorporated into the operative provisions of the Agreement. SECTION 2 SCOPE OF SERVICES 2.1 CONSULTANT agrees to perform those services described hereafter. Unless modified in writing by both parties, duties of CONSULTANT shall not be construed to exceed those services specifically set forth herein. 2.2 CONSULTANT shall use its best efforts to maintain continuity in personnel and shall assign Susie Tracy as Consultant -in -Charge throughout the term of this Agreement unless other personnel are approved by the CITY. 2.3 Basic Services: CONSULTANT agrees to perform those tasks described in Exhibit A, entitled "Scope of Services" (hereafter WORK or PROJECT) which is attached hereto and made a part of this Agreement as if fully set forth herein. 2.4 Additional Services: CITY and CONSULTANT agree that not all WORK to be performed by CONSULTANT can be defined in detail at the time this Agreement is executed, and that additional WORK related to the Project and not covered in Exhibit A may be needed during performance of this Agreement. CITY may, at any time by written order, direct the CONSULTANT to revise portions of the WORK previously completed in a satisfactory manner, delete portions of the WORK, or request that the CONSULTANT perform additional WORK beyond the scope of the WORK. Such changes hereinafter shall be referred to as "Additional Services." 2.4.1 If such Additional Services cause an increase or decrease in the CONSULTANT'S cost of, or time required for, performance of any services under this Agreement, a contract price and/or completion time adjustment pursuant to this Agreement shall be made and this Agreement shall be modified in writing accordingly. Page 10 16 2.4.2 Compensation for each such request for Additional Services shall be negotiated by the CITY and the CONSULTANT, and if so authorized, shall be considered part of the WORK. The CONSULTANT shall not perform any Additional Services until so authorized by CITY and agreed to by the CONSULTANT in writing. 2.5 The CONSULTANT must assert any claim for adjustment in writing within thirty (30) days from the date of the CONSULTANT's receipt of the written notification of change. SECTION 3 TERM 3.1 TERM: The term of this Agreement shall commence upon execution hereof and shall continue for unless terminated sooner by either party in accordance with Section 16. SECTION 4 CITY'S RESPONSIBILITIES 4.1 CITY -FURNISHED DATA: The CITY will provide to the CONSULTANT all technical data in the CITY'S possession relating to the CONSULTANT'S performance of the WORK. 4.2 ACCESS TO FACILITIES AND PROPERTY: The CITY will make its facilities reasonably accessible to CONSULTANT as required for CONSULTANT'S performance of its services and will provide labor and equipment as reasonably required by CONSULTANT for such access. 4.3 TIMELY REVIEW: The CITY will examine the CONSULTANT'S studies, reports, proposals, and other documents; obtain advice of an attorney, insurance counselor, accountant, auditor, bond and financial advisors, and other consultants as CITY deems appropriate; and render in writing decisions required of CITY in a timely manner Such examinations and decisions, however, shall not relieve the CONSULTANT of any contractual obligations nor of its duty to render professional services meeting the standards of care for its profession. 4.4 CITY shall appoint a CITY'S Representative with respect to WORK to be performed under this Agreement. CITY'S Representative shall have complete authority to transmit instructions and receive information. CONSULTANT shall be entitled to reasonably rely on such instructions made by the CITY'S Representative unless otherwise directed in writing by the CITY, but CONSULTANT shall be responsible for bringing to the attention of the CITY'S Representative any instructions which the CONSULTANT believes are inadequate, incomplete, or inaccurate based upon the CONSULTANT'S knowledge. 4.5 Any documents, services, and reports provided by the CITY to the CONSULTANT are available solely as additional information to the CONSULTANT and will not relieve the CONSULTANT of its duties and obligations under this Agreement or at law. The CONSULTANT shall be entitled to reasonably rely upon the accuracy and the completeness of such documents, services and reports, but shall be responsible for exercising customary professional care in using and reviewing such documents, services, and reports and drawing conclusions there from. SECTION 5 AUTHORIZATION, PROGRESS, AND COMPLETION 5.1 In signing this Agreement, CITY grants CONSULTANT specific authorization to proceed with WORK described in Exhibit A. The time for completion is defined in Exhibit A, or as amended. SECTION 6 COMPENSATION 6.1 COMPENSATION ON A TIME SPENT BASIS: For the services described in Exhibit A, compensation shall be plus reimbursement for direct non -salary expenses. 6.1.1 DIRECT NON -SALARY EXPENSES: Direct Non -Salary Expenses are those costs incurred on or directly for the PROJECT including, but not limited to, necessary transportation costs, including current rates for CONSULTANT'S vehicles; meals and lodging; laboratory tests and analyses; printing, binding and reproduction charges; all costs associated with other outside nonprofessional services and facilities; special CITY -requested and PROJECT -related insurance and performance warranty costs; and other similar costs. Reimbursement for Direct Non -Salary Expenses will be on the basis of actual charges plus ten percent (10%) and on the basis of current rates when furnished by CONSULTANT. Page 11 17 6.1.1.1 Travel costs, including transportation, lodging, subsistence, and incidental expenses incurred by employees of the CONSULTANT and each of the Subconsultants in connection with PROJECT WORK; provided, as follows: • That a maximum of U.S. INTERNAL REVENUE SERVICE allowed cents per mile will be paid for the operation, maintenance, and depreciation costs of company or individually owned vehicles for that portion of time they are used for WORK. CONSULTANT, whenever possible, will use the least expensive form of ground transportation. • That reimbursement for meals inclusive of tips shall not exceed a maximum of forty dollars ($40) per day per person. This rate may be adjusted on a yearly basis. • That accommodation shall be at a reasonably priced hotel/motel. • That air travel shall be by coach class, and shall be used only when absolutely necessary. 6.1.2 Telephone charges, computer charges, in-house reproduction charges, first class postage, and FAX charges are not included in the direct expense costs, but are considered included in the Schedule of Specific Hourly Billing Rates. 6.2 Unless specifically authorized in writing by the CITY, the total annual budgetary cost for this PROJECT shall not exceed , plus reimbursement for direct non -salary expenses. The CONSULTANT will make reasonable efforts to complete the WORK within the budget and will keep CITY informed of progress toward that end so that the budget or WORK effort can be adjusted if found necessary. The CONSULTANT is not obligated to incur costs beyond the indicated budget, as may be adjusted, nor is the CITY obligated to pay the CONSULTANT beyond these limits. When any budget has been increased, the CONSULTANT'S excess costs expended prior to such increase will be allowable to the same extent as if such costs had been incurred after the approved increase, and provided that the City was informed in writing at the time such costs were incurred. 6.3 The CONSULTANT shall submit to the City's Representative an invoice each month for payment for services completed through the accounting cut-off day of the previous month. Such invoices shall be for services and WORK performed and costs incurred prior to the date of the invoice and not covered by previously submitted invoices. The CONSULTANT shall submit with each invoice a summary of time expended on the PROJECT for the current billing period, and any other supporting materials determined by the City necessary to substantiate the costs incurred. CITY will use its best efforts to pay such invoices within thirty (30) days of receipt and upon approval of the WORK done and amount billed. CITY will notify the CONSULTANT promptly if any problems are noted with the invoice. CITY may question any item in an invoice, noting to CONSULTANT the questionable item(s) and withholding payment for such item(s). The CONSULTANT may resubmit such item(s) in a subsequent invoice together with additional supporting information required. 6.4 Payment terms are net 30 after receipt of approved invoice(s). SECTION 7 RESPONSIBILITY OF CONSULTANT 7.1 INDEMNIFICATION: (a) CONSULTANT agrees to defend, indemnify, and hold harmless the CITY, its elected officials, agents, officers, employees, agents and volunteers (hereinafter "parties protected") from (1) claims, demands, liens, lawsuits, administrative and other proceedings,(including reasonable costs and attorneys fees) and (2) judgments, awards, losses, liabilities, damages, penalties, fines, costs and expenses of any kind claimed by third parties arising out of, or related to any death, injury, damage or destruction to any person or any property to the extent caused by any negligent act, action, default, error or omission or willful misconduct arising out of the CONSULTANT's performance under this Agreement. In the event that any lien is placed upon the City's property or any of the City's officers, employees or agents as a result Page 12 (b) 18 of the negligence or willful misconduct of the CONSULTANT, the CONSULTANT shall at once cause the same to be dissolved and discharged by giving bond or otherwise. CITY agrees to indemnify and hold the CONSULTANT harmless from loss, cost, or expense of any kind claimed by third parties, including without limitation such loss, cost, or expense resulting from injuries to persons or damages to property, caused solely by the negligence or willful misconduct of the CITY, its employees, or agents in connection with the service. (c) If the negligence or willful misconduct of both the CONSULTANT and the CITY (or a person identified above for whom each is liable) is a cause of such third party claim, the loss, cost, or expense shall be shared between the CONSULTANT and the CITY in proportion to their relative degrees of negligence or willful misconduct and the right of indemnity will apply for such proportion. (d) Nothing contained in this Section or this Agreement shall be construed to create a liability or a right of indemnification in any third party. 7.2 In any and all claims by an employee of the CONSULTANT, any subcontractor, anyone directly or indirectly employed by any of them, or anyone for whose acts any of them may be liable, the indemnification obligations under this Agreement shall not be limited in any way by any limitation on the amount or types of damages, compensation, or benefits payable by or for the CONSULTANT or a subcontractor under workers' or workmens' compensation acts, disability benefit acts, or other employee benefit acts. CONSULTANT'S INITIALS CITY'S INITIALS SECTION 8 AUDIT AND ACCESS TO RECORDS 8.1 The CONSULTANT, including its subconsultants, shall maintain books, records, documents and other evidence directly pertinent to performance of the WORK under this Agreement in accordance with generally accepted accounting principles and practices consistently applied. The CITY, or the CITY'S duly authorized representative, shall have access to such books, records, documents, and other evidence for inspection, audit, and copying for a period of three years after completion of the WORK. The CITY shall also have access to such books, records, and documents during the performance of the WORK, if deemed necessary by the CITY, to verify the CONSULTANT'S WORK and invoices. 8.2 Audits conducted pursuant to this section shall be in accordance with generally accepted auditing standards and established procedures and guidelines of the reviewing or auditing agency. 8.3 The CONSULTANT agrees to the disclosure of all information and reports resulting from access to records pursuant to this section provided that the CONSULTANT is afforded the opportunity for an audit exit conference and an opportunity to comment and submit any supporting documentation on the pertinent portions of the draft audit report and that the final audit report will include written comments, if any, of the CONSULTANT. 8.4 The CONSULTANT shall ensure that the foregoing paragraphs are included in each subcontract for WORK. 8.5 Any charges of the CONSULTANT paid by the CITY which are found by an audit to be inadequately substantiated shall be reimbursed to the CITY. SECTION 9 INSURANCE 9.1 At all times during performance of the Services, CONSULTANT shall secure and maintain in effect insurance to protect the City and the CONSULTANT from and against all claims, damages, losses, and expenses arising out of or resulting from the performance of this Contract. CONSULTANT shall provide and maintain in force insurance in limits no less than that stated below, as applicable. The City reserves the rights to require higher limits should it deem it necessary in the best interest of the public. 9.1.1. Automobile Liability Insurance. Page 13 19 a. If CONSULTANT owns any vehicles, before this Contract is fully executed by the parties, OIC shall provide the City with a certificate of insurance as proof of automobile liability insurance and umbrella liability insurance with a total minimum liability limit of Five - Hundred -Thousand Dollars ($500,000.00) per occurrence combined single limit bodily injury and property damage. Automobile liability will apply to "Any Auto" and be shown on the certificate. b. Under either situation described above in Section 9.1.2.a and Section 9.1.2.b, the required certificate of insurance shall clearly state who the provider is, the coverage amount, the policy number, and when the policy and provisions provided are in effect. Said policy shall be in effect for the duration of this Contract. The policy shall name the City, its elected officials, officers, agents, employees, and volunteers as additional insureds. CONSULTANT will not cancel or change the insurance without first giving the City thirty (30) calendar days prior written notice. The insurance shall be with an insurance company or companies rated A -VII or higher in Best's Guide and admitted in the State of Washington. 9.1.2. Statutory workers' compensation and employer's liability insurance as required by state law. SECTION 10 SUBCONTRACTS 10.1 CONSULTANT shall be entitled, with the City's written authorization and to the extent determined appropriate by CONSULTANT, to subcontract any portion of the WORK to be performed under this Agreement. SECTION 11 ASSIGNMENT This Agreement is binding on the heirs, successors and assigns of the parties hereto. This Agreement may not be assigned by CITY or CONSULTANT without prior written consent of the other, which consent will not be unreasonably withheld. It is expressly intended and agreed that no third party beneficiaries are created by this Agreement, and that the rights and remedies provided herein shall inure only to the benefit of the parties to this Agreement. SECTION 12 INTEGRATION 12.1 This Agreement represents the entire understanding of CITY and CONSULTANT as to those matters contained herein. No prior oral or written understanding shall be of any force or effect with respect to those matters covered herein. This Agreement may not be modified or altered except in writing signed by both parties. SECTION 13 JURISDICTION AND VENUE 13.1 This Agreement shall be administered and interpreted under the laws of the State of Washington. Jurisdiction of litigation arising from this Agreement shall be in Washington State. If any part of this Agreement is found to conflict with applicable laws, such part shall be inoperative, null, and void insofar as it conflicts with said laws, but the remainder of this Agreement shall be in full force and effect. Venue for all disputes arising under this Agreement shall be Yakima County, State of Washington. SECTION 14 EQUAL EMPLOYMENT and NONDISCRIMINATION 14.1 During the performance of this Agreement, CONSULTANT and CONSULTANT's subconsultants shall not discriminate in violation of any applicable federal, state and/or local law or regulation on the basis of age, sex, race, creed, religion, color, national origin, marital status, disability, honorably discharged veteran or military status, pregnancy, sexual orientation, and any other classification protected under federal, state, or local law. This provision shall include but not be limited to the following: employment, upgrading, demotion, transfer, recruitment, advertising, layoff or termination, rates of pay or other forms of compensation, selection for training, and the provision of services under this Agreement. CONSULTANT agrees to comply with the applicable provisions of State and Federal Equal Employment Opportunity and Nondiscrimination statutes and regulations. Page 14 20 SECTION 15 SUSPENSION OF WORK 15.1 CITY may suspend, in writing by certified mail, all or a portion of the WORK under this Agreement if unforeseen circumstances beyond CITY'S control are interfering with normal progress of the WORK. CONSULTANT may suspend, in writing by certified mail, all or a portion of the WORK under this Agreement if unforeseen circumstances beyond CONSULTANT's control are interfering with normal progress of the WORK. CONSULTANT may suspend WORK on PROJECT in the event CITY does not pay invoices when due, except where otherwise provided by this Agreement. The time for completion of the WORK shall be extended by the number of days WORK is suspended. If the period of suspension exceeds ninety (90) days, the terms of this Agreement are subject to renegotiation, and both parties are granted the option to terminate WORK on the suspended portion in accordance with SECTION 15. SECTION 16 TERMINATION OF WORK 16.1 Either party may terminate this Agreement, in whole or in part, if the other party materially breaches its obligations under this Agreement and is in default through no fault of the terminating party. However, no such termination may be effected unless the other party is given: (1) not less than fifteen (15) calendar days written notice delivered by certified mail, return receipt requested, of intent to terminate; and (2) an opportunity for consultation and for cure with the terminating party before termination. Notice shall be considered issued within seventy-two (72) hours of mailing by certified mail to the place of business of either party as set forth in this Agreement. 16.2 In addition to termination under subsection 16.1 of this Section, CITY may terminate this Agreement for its convenience, in whole or in part, provided the CONSULTANT is given: (1) not less than fifteen (15) calendar days written notice delivered by certified mail, return receipt requested, of intent to terminate; and (2) an opportunity for consultation with CITY before termination 16.3 If CITY terminates for default on the part of the CONSULTANT, an adjustment in the contract price pursuant to the Agreement shall be made, but (1) no amount shall be allowed for anticipated profit on unperformed services or other WORK, and (2) any payment due to the CONSULTANT at the time of termination may be adjusted to the extent of any additional costs or damages CITY has incurred, or is likely to incur, because of the CONSULTANT'S breach. In such event, CITY shall consider the amount of WORK originally required which was satisfactorily completed to date of termination, whether that WORK is in a form or of a type which is usable and suitable to CITY at the date of termination and the cost to CITY of completing the WORK itself or of employing another firm to complete it. Under no circumstances shall payments made under this provision exceed the contract price. In the event of default, the CONSULTANT agrees to pay CITY for any and all damages, costs, and expenses whether directly, indirectly, or consequentially caused by said default. This provision shall not preclude CITY from filing claims and/or commencing litigation to secure compensation for damages incurred beyond that covered by contract retainage or other withheld payments. 16.4 If the CONSULTANT terminates for default on the part of CITY or if CITY terminates for convenience, the adjustment pursuant to the Agreement shall include payment for services satisfactorily performed to the date of termination, in addition to termination settlement costs the CONSULTANT reasonably incurs relating to commitments which had become firm before the termination, unless CITY determines to assume said commitments. 16.5 Upon receipt of a termination notice under subsections 16.1 or 16.2 above, the CONSULTANT shall (1) promptly discontinue all services affected (unless the notice directs otherwise), and (2) deliver or otherwise make available to CITY all originals of data, drawings, specifications, calculations, reports, estimates, summaries, and such other information, documents, and materials as the CONSULTANT or its subconsultants may have accumulated or prepared in performing this Agreement, whether completed or in progress, with the CONSULTANT retaining copies of the same. 16.6 Upon termination under any subparagraph above, CITY reserves the right to prosecute the WORK to completion utilizing other qualified firms or individuals; provided, the CONSULTANT shall have no responsibility to prosecute further WORK thereon. 16.7 If, after termination for failure of the CONSULTANT to fulfill contractual obligations, it is determined that the CONSULTANT has not so failed, the termination shall be deemed to have been effected for the Page 15 21 convenience of CITY. In such event, the adjustment pursuant to the Agreement shall be determined as set forth in subparagraph 16.4 of this Section. 16.8 If, because of death, unavailability or any other occurrence, it becomes impossible for any key personnel employed by the CONSULTANT in PROJECT WORK or for any corporate officer of the CONSULTANT to render his services to the PROJECT, the CONSULTANT shall not be relieved of its obligations to complete performance under this Agreement without the concurrence and written approval of CITY. If CITY agrees to termination of this Agreement under this provision, payment shall be made as set forth in subparagraph 16.3 of this Section. SECTION 17 DISPUTE RESOLUTION 17.1 In the event that any dispute shall arise as to the interpretation of this agreement, or in the event of a notice of default as to whether such default does constitute a breach of the contract, and if the parties hereto cannot mutually settle such differences, then the parties shall first pursue mediation as a means to resolve the dispute. If the afore mentioned methods are either not successful then any dispute relating to this Agreement shall be decided in the courts of Yakima County, in accordance with the laws of Washington. If both parties consent in writing, other available means of dispute resolution may be implemented. SECTION 18 NOTICE 18.1 Any notice required to be given under the terms of this Agreement shall be directed to the party at the address set forth below. Notice shall be considered issued and effective upon receipt thereof by the addressee -party, or seventy-two (72) hours after mailing by certified mail to the place of business set forth below, whichever is earlier. CITY: City of Yakima Cliff Moore, City Manager 129 North 2nd Street Yakima, WA 98901 CONSULTANT: IN WITNESS WHEREOF, the parties hereto have caused this agreement to be executed by their respective authorized officers or representatives as of the day and year first above written. CITY OF YAKIMA Cliff Moore (Consultant) Printed Name: Printed Name: Title: City Manager Title: Date: Date: Attest Page 16 City Clerk City Contract No. Resolution No. R -2018 ---- Page 17 22 23 EXHIBIT A SCOPE OF SERVICES The Scope of Services shall include, but may not be limited to: A. Represent the City interactions with the Governor's Office and Administration, State Agencies, the State legislature, legislative representatives and staff person, boards, commissions, and legislative bodies as described in the Introduction. B. Research and provide written and oral information to City Council as specified by the City Manager on matters which include, but are not limited to: 1) Existing and proposed State laws and regulations that affect City's interests; 2) Reports on and testimony from legislative hearings; 3) The development and progress of State issues affecting the City's interests; 4) State agency and department regulations guidelines, directives, and other instruments of administrative policy; 5) Grants and other funding opportunities for proposed City projects; and 6) Technical reports and memoranda affecting City operations and fiscal conditions. 7) Specific knowledge on economic development, infrastructure, and land use, including funding sources and regulatory requirements. C. Services required of the Representative shall be personally provided by the principals of the Representative as identified in the Proposal, which shall be specified in the Professional Services Agreement between the Consultant or Consultant firm and the City. D. Representative shall provide all equipment and personnel needed to fulfill the requirements for representing the City. Page 18 EXHIBIT B Professional Fees Page 19 EXHIBIT "C" SCHEDULE OF RATES RFP 11224-P/Page 20 of 20 25 26 April 13, 2018 Sue Ownby, Purchasing Manager City of Yakima 129 No. 2nd Street Yakima, WA 98901 Re: RFP No. 11813P, STATE LEGISLATIVE AND ADMINISTRATIVE ADVOCACY SERVICES Dear Ms. Ownby Thank you for the opportunity to respond to this Request for Proposal (RFP) for State Legislative and Administrative Advocacy Services for the City of Yakima. As requested, six copies of this proposal are enclosed along with the original. If desired we can also email a PDF of the final document. We, Lyset Cadena (Cadena Consulting) and David Foster (Foster Government Relations), are proposing as a team to serve the City of Yakima. We would be honored to be a part of your team working to enhance the economic vitality and quality of life for the population of Yakima. We have the skills, contacts and experience to support Yakima well in Olympia leading up to and during the legislative session. Together we have over 32 years working in state and local government including 22 years of lobbying the State Legislature, Governor's Office and State departments. We have both represented large governments and a broad range of clients that cover all of the issue areas of interest to Yakima. In addition to the information provided in this proposal, we offer the following strengths that will benefit the City of Yakima: We have good bipartisan working relationships with legislators from around the state, especially those in leadership positions. • We are known for being strong team players and can work well with coalitions, including the Association of Washington Cities, other city lobbyists and representatives from many other issue areas to support Yakinna's legislative agenda. Our working style involves close coordination with the clients we represent, both to keep them well-informed of what is happening on relevant issues during the legislative session and also to involve them directly, if they desire and as needed, in affecting outcomes. 27 Sue Ownby April 13, 2018 Page 2 Together, we have represented many diverse clients. This diversity has allowed us to work with legislators, coalitions, organizations and other lobbyists from all over the state. We have had success working large difficult issues, including operating, capital and transportation budgets, as well as smaller focused policy issues. Each issue requires a unique game plan and must be approached with individual strategies to maximize the probability of success. We have a strong record of developing a winning approach to issues, which we develop with our clients well before the legislative session begins in January. Cadena Consulting and Foster Government Relations provide full-time service in Olympia during the legislative session, special session and committee days. Our attached proposal contains a suggested scope of work, our qualifications, firm description, list of references, resumes and cost proposal. We are happy to supply additional information as requested. We would be proud to have the opportunity to represent the City of Yakima and work with you as your lobbyists. We look forward to hearing from you regarding the next step in the selection process. Sincerely, Lyset Cadena Cadena Consulting 1600 2nd Ave, #1113 Seattle, WA98101 915-497-6085 lyset@cadenaconsulting.com David Foster Foster Government Relations 3646 — 48th Ave SW Seattle, WA 98116 206-372-8523 davidfoster9@gmail.com Cadena Consulting and Foster Government Relations April 13, 2018 CITY OF YAKIMA RFP No. 11813P STATE LEGISLATIVE AND ADMINISTRATIVE ADVOCACY SERVICES Lyset Cadena Cadena Consulting 1600 2"d Ave, #1113 Seattle, WA 98101 915-497-6085 Iyset@cadenaconsulting.com 28 David Foster Foster Government Relations 3646 — 48th Ave SW Seattle, WA 98116 206-372-8523 davidfoster9@gmail.com 29 REQUEST FOR PROPOSAL RESPONSE Proposal Content A) Scope of Services Legislative Agenda Substantive issue development generally starts at the City department level, where staff identifies operating issues or policy concerns that may require legislative remedies. In some cases, the issues are generated through consortia such as the Association of Washington Cities. In either case, many of these issues will have been vetted at various levels within the City or with other groups before moving forward with approval by the City Council and signed by the Mayor. It is Lyset and David's responsibility to understand the agenda and ramifications of all issues regardless of those we are working on directly. Develop a Strategic Plan Lyset and David practice from the premise that advocacy begins "at home" with development of a comprehensive strategic plan that includes: • early outreach to policy makers at all levels; • a far-reaching communication network; and inclusive participation from partners interested in success on the same issues. As the City of Yakima's lobbyists, Lyset and David would build upon the city's needs and strengths and help implement the necessary action items using a broad knowledge of people, organizations and issues at all levels of government. This includes working with the Governor's office, department liaisons, other local jurisdictions and groups such as the Association of Washington Cities to determine their priority issues in advance of the session. This will also help us to inform the City as the legislative agenda and priority issue are being developed. Communication of the Legislative Agenda and Direct Lobbying Ideally, prior to session - and certainly once the session begins - we will work directly with local legislators to provide them information regarding the City of Yakima's legislative agenda. In order to be successful moving Yakima's legislative agenda forward, decisions regarding sponsors, support and strategy must be made quickly. Lyset and David are uniquely suited to help Yakima propose and make those decisions due to their expertise in Washington State regarding local government policy and budget issues. 30 More importantly, Lyset and David seldom leave the Capital Campus when the Legislature is in session, whether it's early morning hearings or late-night floor action. In many instances, successful lobbying is a result of being available when opportunities arise; and Lyset and David are always there to work with the legislators and staff. Client Communication Lyset and David believe the best way to ensure success with the City of Yakima's legislative agenda is to provide and expect straight -forward communication with the client and the elected officials, with whom they work, ensuring that all parties fully understand the issues. At a minimum, this would entail weekly correspondence with the Council, City Manager and/or their staff. In most cases, the communication will be much greater than once a week and could include in-person meetings, phone calls, e-mail and written reports as agreed upon by both parties. Deliverables The deliverables for this contract will be full service lobbying including but not limited to the following items. During the legislative session: • Represent the City of Yakima before the Washington State Legislature, Office of the Governor and relevant state agencies, associations, stakeholders, coalitions and interest groups. • Support the development and implementation of Yakima's Legislative Agenda. • Advise client for successful outcomes. * Coordinate bill drafting, sponsorships, and passage of legislation. O Monitor other impactful legislation and policy changes. • Provide assistance in identifying, scheduling and preparing testimony before relevant legislative committees or state agencies as needed. Monitor agency rule-making process and advise Yakima on actions needed to implement legislation in a manner most favorable to the City. Provide updates per the client's preference. • Provide a post session report. During the legislative interim: Monitor and provide advice to Yakima on emerging legislation or agency policy changes related to the upcoming legislative session that could affect the City in either a positive or negative manner and provide lobbying recommendations. Monitor agency rule-making process and advise Yakima on actions needed to implement legislation in a manner most favorable to the City. Assist elected officials and staff with legislative meetings. • Assist in developing a legislative agenda. • Coordinate bill drafting, and sponsorships. • Provide updates per the client's preference. B) Principals Lyset Cadena Cadena Consulting 1600 2nd Ave, #1113 Seattle, WA 98101 915-497-6085 Iyset@cadenaconsulting.com 31 David Foster Foster Government Relations 3646 — 48th Ave SW Seattle, WA 98116 206-372-8523 davidfoster9@gmail.com Lyset Cadena began her career working for the Washington State Senate as partisan policy staff. She worked on economic development, agriculture, and transportation issues and helped Senators develop strategies to ensure their priorities were adopted. After six years at the legislature, she left to work for a local government non-profit, but found she missed the legislative process. In 2015, Lyset began her lobbying career as a City of Seattle lobbyist working on affordable housing, homelessness, transportation, and the three budgets (operating, capital, and transportation). In late 2017, Lyset Cadena started Cadena Consulting with clients that include City of Burien, City of Edmonds, City of Seattle, CHI Franciscan, School's Out Washington, Woodland Park Zoo, and the Washington Tourism Alliance. Throughout Lyset's career she has been active in transportation, revenue, human services, public health, early learning, and natural resources issues. Lyset Cadena has successfully secured funding from the state's operating, capital and transportation budgets and has steered policy legislation through the political minefields of Olympia. David Foster began his career working in a variety of governmental positions in Olympia and Washington D.C. In 1996 he worked at the King County Council as the lead staff member for Councilmember Nickels on a range of issues including the annual budget, public health, human services and natural resources. After moving to the City of Seattle and beginning his lobbying career in late 2001, David Foster was the lead lobbyist for the City on human services, public health, criminal justice, public safety, and economic development, including the state operating budgets for each of these issue areas. In 2002, he became Seattle's Chief State Lobbyist, leading the team while having the primary responsibilities in issue areas that included operating and capital budget, transportation, land use and infrastructure. Additional duties included coordinating legislative outreach, researching and drafting Seattle's legislative agenda. In late 2006, David Foster started Foster Government Relations with clients that have included the American Lung Association, Apollo Group Inc., Building for the Arts Coalition, Campaign for 32 Tobacco Free Kids, Cannon Power Group, City of Seattle, City of Spokane, City of Spokane Valley, Communities In Schools of Washington, FareStart, HistoryLink, Intercity Transit, Interior Design Coalition of Washington, National Multiple Sclerosis Society - Greater Washington Chapter, Pacific Science Center, Recreational Gaming Association, Seattle Aquarium, Seattle Center Foundation, School Levy Coalition, Washington Childcare United, Washington State Alliance of YMCA's and Washington State Association of Counties. As a representative of a diverse clientele, he has been active in almost every conceivable issue area, including transportation, public infrastructure, finance, revenue, human services, public health and the arts. He has been successful obtaining grants and direct appropriations from the state's three budgets - operating, capital and transportation. David has led legislation big and small through the political process and to the Governor's desk. He has worked to build a successful business by providing straight -forward communication both to his clients and to the elected officials that he is working with, ensuring that all parties fully understand the issues at hand. C) Description of Firm(s) Cadena Consulting is a sole proprietor business operated by Lyset Cadena to provide lobbying services at the state and local level. She has provided strategic advice to state and local elected officials to help advance policy legislation in the state legislature. Although Lyset has focused on transportation, revenue, human services, public health, early learning, and natural resources, she welcomes the opportunity to jump into and embrace new issues. Foster Government Relations is a sole proprietor business operated by David Foster to provide full lobbying services at the state and local level. For the past 12 years as a contract lobbyist, and five as an in-house lobbyist for the City of Seattle, David has worked on operating, capital and transportation budgets, revenue and infrastructure proposals as well as policy issues. David finds that being a one-person consulting firm allows him to maintain a hands-on approach, ensuring full knowledge and client communication on all aspects of his work. D) References Lyset Cadena City of Burien Local government agencyfocused on budgets, transportation, revenue, mental and public health, and affordable housing. Brian Wilson, City Manager, 400 SW 152nd St, Suite 300, Burien, WA 98166, 206-248-5503, BrianW@burienwa.gov 33 City of Seattle Local government agency workingon a variety of issues, but focused on affordable housing, homelessness, human services, sustainable environment, and transportation. Lily Wilson-Codega, Acting Director, 600 4th Ave, 5th floor, Seattle, WA 98124, 206-684-9202, lily.wilson-codega@seattle.gov Schools out Washington Non-profit organization focused on providing services and guidance for organizations to ensure all young people have safe places to learn and grow when not in school. Schools out Washington advocates for accessible and equitable policies for afterschool and summer programming. David Beard, Policy & Advocacy Director, 801 23rd Avenue S, Suite A, Seattle, WA 98144, 206- 336-6922, DBeard@schoolsoutwashington.org David Foster Campaign for Tobacco Free Kids Advocate specifically on the effort to change the legal age of sale of tobacco products to 21 years old. Generally, advocate on behalf of health care related to tobacco products. Annie Tegan, Regional Director, 206-235-3665, ategen@tobaccofreekids.org FareStart Advocacy work is focused on efforts to secure state funding to help address homelessness, joblessness, poverty and hunger through culinary programs and policies to end homelessness. Ryan Dean, Chief Financial Officer, 700 Virginia, Seattle, WA 98101, 206-267-7603, ryan.dean@farestart.org Intercity Transit Intercity Transit runs the local transit service in Thurston County. Legislative activity is focused on transit policy and increased voter approved revenue authority (SB 5288 passed in 2018). Ann Freeman Manzanares, General Manager, 526 Pattison St SE, Olympia, WA 98501, 360-705- 5838, AFreeman@intercitytransit.com King County Is a large county government with advocacy work on a large variety of issues but focused on budgets, transportation, revenue, mental and public health and infrastructure. April Putney, Director of GovernmentRelations, 401 5th Ave Ste 800, Seattle, WA 98104, 206- 263-1905, april.putney@kingcounty.gov WA State Alliance of YMCA's The primary work of the YMCA's is related to childcare and healthy living policies, revenue issues, and securing funding in the Capital Budget. Sue Anderson, Executive Director, 909 Fourth Ave, Seattle, WA 98104, 206-719-1270, sanderson@seattleymca.org 34 E) Resumes Lyset Cadena Professional Experience Lobbyist Cadena Consulting 1 12/17 - present • Develop State legislative agendas in collaboration with my clients. • Draft and submit legislation for consideration. • Lobby and testify on bills related to transportation, affordable housing, land use, GMA, homelessness, tourism, and early learning. • Secure funding for transportation projects and local projects in the capital budget • Build relationships with legislators and stakeholders on transportation, affordable housing, land use, GMA, homelessness, tourism, and early learning. State Lobbyist City of Seattle! 5/15 - 12/17 • Developed the City of Seattle State legislative agenda in collaboration with the City Council and Mayor. • Drafted and submitted legislation for consideration during the 2016 and 2017 legislative session. • Lobbied and testified on bills related to transportation, affordable housing, and homelessness. ▪ Secured funding for transportation projects and local projects in the capital budget. • Built relationships with legislators and stakeholders on transportation, affordable housing, and homelessness issues. Sr. Policy Analyst Sound Cities Association 1 4/14 - 4/15 • Researched issues related to Transportation, Public Safety, and Government Operations, provided analysis, options and recommendations to Sound Cities Association members. O Staffed elected officials on the King County Regional Transit Committee and Regional Policy Committee, the Puget Sound Regional Council Transportation Policy Board (TPB) and Executive Board. O Developed strategies to ensure that Sound Cities Association priorities were adopted. • Prepared materials for the policy making arm of the Sound Cities Association, the Public Issues Committee (PIC). Policy Analyst Washington Senate Democratic Caucus 9/08 - 4/14 • Developed a transportation budget in excess of $8.7 billion. Negotiated with stakeholders, communities and elected officials to ensure adoption and accountability. • Researched issues related to Economic Development, Agriculture, and Transportation, providing analysis, options and recommendations to Senate members. • Developed strategies to ensure Senate members' priorities were adopted. • Worked to ensure policies achieved goals without unintended consequences. • Developed a capital budget in excess of $1 billion during the 2010 Legislative session. Policy Intern Office of Program Research 1Washington House of Representatives 1 2007, 2008 • Researched policy issues related to local government and prepared memoranda for legislators. • Drafted bills and amendments, including House Bill 3186, which was enacted into law to create beach management districts. • Developed bill analyses. 35 Specialist El Paso Affordable Housing 1 7/05 - 8/ 05 (administration) 2/06 - 8/06 (grants) • Helped raise $100,000 through grant research and writing. • Through collaborative efforts, secured funding for the earned income tax credit coalition program. • Managed meetings and implemented strategies. Intern/ Assistant Office of the El Paso County Judge 1 5/04 - 6/05 • Administered the $1.5 million Individual Development Account program grant. • Coordinated, organized, and managed the Earned Income Tax Credit Coalition. • Provided volunteer tax assistance to 500 citizens, supervising 5 volunteers. Education Public Administration 1 2008 'University of Washington 1 Evans School of Public Affairs BA, Political Science and Spanish Language 1 2004 1 Syracuse University 36 DAVID FOSTER PROFESSIONAL EXPERIENCE October 2006 to Foster Government Relations,Seattle, WA Present Owner Contract lobbyist at State Legislature and local government level for public, non-profit and private sector clients. June 2002 to October 2006 December 2001 to June 2002 March 1996 to December 2001 City of Seattle, Office of Intergovernmental Relations, Seattle, WA Chief State Lobbyist Lead staff liaison to State Legislature on behalf of the Mayor and Seattle City Council. Lead staff on operating, capital and transportation budgets, land use and infrastructure, economic development, education, Seattle Center and elections, Coordinated legislative outreach with Seattle departments and external interest groups and drafting of legislative agenda.Assisted with regional government relations efforts.Managed two lobbyists and one administrative member. City of Seattle, Office of Intergovernmental Relations, Seattle, WA State Legislative Liaison Served as liaison to State Legislature on behalf of the Mayor of Seattle and Seattle City Council. Lead staff on policy and operating budget for human services, public health, criminal justice, public safety, civil rights, economic development education and campaigns. Coordinated legislative outreach with Seattle departments and external interest groups and drafting of legislative agenda.Assisted with regional government relations efforts. King County Councilmember Greg Nickels, Seattle, WA Legislative Aide - Metropolitan King County Council, District 8 Served as liaison to Councilmembers, Executive, Council and Department staff. Lead staff to Councilmember on issues including the annual budget, King County Board of Health, Law & Justice, Human & Community Services, Utilities and Natural Resources. Represented Councilmember in community. Press relations. Performed constituent casework.Researched and drafted legislative correspondence. VOLUNTEER ACTIVITIES Raising twin girls (2002 — present and beyond) Board of Trustees, Crisis Clinic, 2001 — 2004 Board of Directors, West Seattle Helpline, 1999 — 2004 Board of Directors, Fremont Public Association, 1997 - 1999 Coach, R.U.G. Little League Senior Majors, Minors, All -Stars, 1995-97 Coach, West Seattle Girls Softball, 2015 - 2016 Asst. Coach, West Seattle Soccer Club, Madison Middle, West Seattle High EDUCATION Western Washington University BA, Political Science w/ History Minor, March 1992 37 F) Current Clients Lyset Cadena CHI Franciscan City of Burien City of Edmonds City of Seattle Schools out Washington WA Tourism Alliance Woodland Park Zoo David Foster FareStart Intercity Transit King County Pacific Science Center Seattle Aquarium Washington State Alliance of YMCA's H) Fee Proposal Based on the work plan outlined above we propose an annual contract totaling $60,000. The amount for the contract is based on a monthly retainer of $5,000 to be billed via email invoice on the last work day of each month. We approach the contract using a monthly retainer, split equally, versus an hourly fee as it is more flexible for your needs and less onerous as an administrative requirement. Based on the RFP timeline the start date will be September, 2018. Lyset and David will cover all expenses for the duration of the contract with the exception of printed or other materials the City of Yakima currently uses or might ordinarily provide. All pre - approved related travel and meeting or convention fees will also be reimbursed by the client. 1) Performance Measures Lyset and David acknowledge that the City will develop performance measures and indicators and look forward to working together on this effort. P oposa by uke Esser Nick Federici In response : City State Legis . Administrative April 11, 2018 Luke Esser Attorney & Govt. Affairs M: (425) 736-6067 Iukeesser@aol.com Nick Federici Nick Federici Govt. Relations M: (360) 481-1936 nickfederici@gmail.com 39 Luke Esser Attorney & Govt. Affairs M: (425) 736-6067 lukeesser@aol.com City of Yakima Clerks Office 129 No. 2nd St. Yakima, WA 98901 Nick Federici Nick Federici (ovt. Dela M; (360) 481-1936 nickfederici*gmail.com April 11, 2018 40 RE: RFP No. 11813P, State Legislative and Administrative Advocacy Services Thank you for this opportunity to respond to the City of Yakima's RFP No. 11813P regarding State Legislative and Administrative Advocacy Services. This Proposal from our joint lobbying team of Luke Esser and Nick Federici provides the City of Yakima with the opportunity to retain two veteran Olympia advocates for one price. We offer a unique and ideologically balanced combination of experience from both sides of the aisle, with a proven record of results for our clients, including notably the City of Spokane and the Washington Association of Local Public Health Officials. Luke's professional background is mostly from the right side of the political spectrum. He served as a Republican State Legislator from Bellevue (four years each in the State House and State Senate), Chairman of the Washington State Republican Party, and as Outreach Director at the Washington State Attorney General's Office. Luke has been a licensed attorney in the state since 1989 and a full-time, registered lobbyist since 2011. Nick's background is mostly from the left side of the political spectrum. His father was a Democratic State Representative in Oregon, and Nick has deep relationships with Democratic leadership in Olympia and progressive organizations throughout the state. Nick has worked in Olympia since 1991, and as a full-time, registered lobbyist since 1994, representing over 40 clients on a wide variety of topics. We take great professional satisfaction in helping our clients to achieve their goals, and we are proud of the public policy improvements and the literally tens of millions of dollars that we have helped our local government clients to obtain within the last year. It would be an honor for us to similarly represent the City of Yakima before the State Legislature, Governor's Office and the administrative agencies of state government. Thank you again for the opportunity to introduce ourselves, to submit this Proposal, and to express our eagerness to assist the City of Yakima in achieving its legislative and administrative goals in 2019 and beyond. Sincerely, .1' 1 41 SECTION 1: OUR OVERARCHING PRINCIPLES The following are the overarching principles that guide us year-round in our advocacy work on behalf of all of our clients in Olympia and throughout the state: • Represent our clients in an ethical and professional manner • Treat everyone with courtesy and civility • Earn respect and credibility through thorough preparation on every issue • Maintain open lines of communication and remain accessible • Keep our word • There is no substitute for personal contact with key decision -makers • The Legislative Session begins long before Opening Day • The Legislative Session isn't over until the Governor takes action on the last bill • State agencies never adjourn for the year SECTION 2: THE UNIQUE ADVANTAGES WE PROVIDE Our analysis of the information provided in the City of Yakima's RFP No. 11813P, the City's adopted 2017-18 State Legislative and Administrative Priorities, the City's adopted 2017-18 Federal Legislative and Administrative Priorities, and our knowledge of the issues impacting local governments in our state today indicates that our advocacy team is uniquely qualified to help deliver the type of results that a major, growing, diverse city like Yakima deserves. Following is an explanation of the five major advantages that we can offer to the City of Yakima. I. PROVEN RESULTS FOR LOCAL GOVERNMENT CLIENTS We are proud of the positive results that we have helped to deliver for our local government clients in recent years. The successes we have achieved for the City of Spokane, for the Washington Association of Local Public Health Officials and on the issue of increased funding for homelessness and housing programs reflect exactly the kind of successes in the fields of public policy and budget appropriations that we expect to deliver for the City of Yakima. City of Spokane Like the City of Yakima, the City of Spokane is one of the major cities in our state and faces a number of challenges in serving its diverse and growing population. Since we were hired by the City of Spokane in 2016 we have delivered multiple successes for the City on both policy issues and budget appropriations. During our work for the City of Spokane we have tackled challenging areas of policy that require negotiations with multiple stakeholders of vastly different backgrounds. We have not limited ourselves to simple bills that attract no opposition. And we have competed effectively with other local governments for the limited dollars available in the state's Capital Budget, Operating Budget and Transportation Budget, winning major victories along the way. The following examples detail just a few of those successes. 2 42 POLICY: Nick's hard work over the last 18 months on the issue of providing cities with a tool to use in addressing the nuisances created by abandoned and foreclosed homes paid off last month when Gov. Inslee signed 2nd Engrossed Substitute House Bill 2057. This bill allows cities, following notice, to abate nuisances at abandoned homes and bill the financial institution holding the mortgage for the cost of abatement. Our efforts began when the City of Spokane alerted us to the problem of "zombie houses" that were attracting graffiti, squatters and rats. The negotiations between lobbyists representing cities, banks and consumer advocates consumed countless meetings, bill drafts and strategy sessions. And then the opponents put on a furious campaign after the session to encourage the Governor to veto the bill. But through persistence and a strategy that focused on a win -win-win solution, Nick and a handful of other city lobbyists were able to craft and pass a solution that benefits all cities across the state. FISCAL: We helped to obtain substantial new resources for the City of Spokane in the Biennial Capital Budget (adopted in January), but did not stop our efforts there. We knew there could be additional funding opportunities in a Supplemental Capital Budget, so we immediately went to work advocating for further resources. These efforts helped to ensure that when the Supplemental Capital Budget was adopted in March it contained an additional $3.9 million for projects in the City of Spokane. Between the two Capital Budgets of 2018, funded projects we were able to secure include: ❑ $2.5 million for dental clinics in the City of Spokane ❑ $2.4 million for the facilities of the Spokane Diversion Project (diverting appropriate low-level offenders from incarceration to behavioral health treatment) ❑ $2 million for the acquisition of pristine riverfront property on the Spokane River that will be managed by the City of Spokane Parks Department ❑ $1.1 million to develop the South Gorge Trail, a riverfront trail that will be located just west of Downtown Spokane ❑ $2.7 million in restored funding for the City of Spokane's stormwater system We pride ourselves on being resourceful for our clients and exploring multiple possible paths for success if one particular path is blocked. For example, when it became clear that Capital Budget funds would not be available for a particular park bridge in Downtown Spokane, we worked to ensure that $300,000 of Transportation Budget funds were appropriated so that the project could still proceed. Washington State Association of Local Public Health Officials The Washington State Association of Local Public Health Officials (WSALPHO) is an affiliate of the Washington State Association of Counties and the National Association of County and City Health Officials. WSALPHO's current challenge is dealing with increasingly complex public health issues despite increasingly limited resources. In 2016 and 2017 we represented WSALPHO in their effort to obtain improved policy and substantial new funding for Foundational Public Health Services (FPHS are the core public health services needed in every community). This was not going to be easy in a 2017 Legislative Session dominated by discussions about how to fund the K-12 public education funding mandates of the McCleary decision. After a long process of 3 43 coalition building and personal engagement with key legislators, the Legislature appropriated $10 million in new funding for FPHS in the 2017-19 Operating Budget. Further, when it became clear that a separate policy bill was not going to make it all the way through the legislative process, we were able to ensure that proviso language was included in the 2017-19 Operating Budget that helped to advance the funding and policy goals of WSALPHO and local public health officials throughout the state. A great deal of the advocacy involved in this effort was in successfully developing, managing, and maintaining the coalition of supportive interests, including representatives from diverse local health jurisdictions across the state (including Andre Fresco, Executive Director of the Yakima Health District), health care industry partners, local elected officials, and the Washington State Department of Health, to shape final outcomes that were workable for each of the participants. Document Recording Fee For Local Government Housing Assistance Nick originated the idea of using real estate document recording fees as a funding source for cities and counties to address homelessness and promote affordable housing back in 2000, and he has since led the effort to reauthorize or increase this funding on six occasions. The most recent success occurred during the 2018 Legislative Session, when an increase in the document recording fee was authorized that will generate an additional $21.6 million per year for local governments to fund desperately -needed homelessness and affordable housing programs throughout the state. We encourage you to speak with our local government references, and with our other references as well, if you desire further information about the successes that we have helped to deliver for our clients. II. EXPERIENCED REPRESENTATION, ALWAYS If our proposal is accepted, it is important to note that the City of Yakima's business will never be delegated to an intern, junior associate or recent college graduate. Luke and Nick personally perform all of the lobbying work for our clients and we do not outsource any of our advocacy work. Luke is the junior member of the team in terms of legislative experience, and he has been working in Olympia for 20 years (since he was elected to the State House in 1998) and has been a full-time, registered lobbyist since 2011. Nick has been working in Olympia since 1991, and as a full-time, registered lobbyist since 1994. While some city lobbyists work alone and others hire junior staffers, associates or subcontractors, we find that joining together as a team that has a veteran advocate present during every single contact on behalf of our clients give us the best possible chance of achieving success for our clients. 4 44 111. BALANCE & TEAMWORK Both Luke and Nick have considerable experience working in a bipartisan fashion in Olympia, and both frequently interact regularly and constructively with Democratic and Republican legislators and with executive branch staff. But there is no doubt that having deep relationships in all four caucuses, and with the Governor's Office, is a strategic asset that should never be underestimated. And it is very difficult for any one person to have that level of deep relationships with all four caucuses. This is the advantage that our ideologically balanced team can provide. Nick's background is predominantly from the left side of the political spectrum and Luke's background is predominantly from the right. Nick has deep and longstanding relationships with top leadership in both Democratic caucuses and among progressive stakeholders, and Luke is a former Republican legislator (having served in both the State House and State Senate) and former Chair of the State Republican Party. Our unique advocacy team allows for a division of responsibilities, which is particularly helpful in the recent era of closely -divided government in Olympia. Also, since there are 147 legislators and countless staff, it is a considerable benefit to have two experienced lobbyists who can be lobbying different legislators on the City of Yakima's behalf at the exact same time, especially during the most frantic points of the legislative session when you really do need to be in two places at the same time. IV. EFFECTIVE NETWORKING We are active and regular participants at AWC-sponsored meetings of city lobbyists that are held weekly during the Legislative Session and intermittently during the interim. Not every city lobbyist or lobbyist team participates actively in these meetings, but we find them essential for both information gathering and for creating coalitions of city lobbyists from around the state on issues of common interest. The City of Yakima deserves a lobbying team committed to investing the time and effort necessary to achieve the City's priorities. We prioritize networking opportunities such as the AWC-sponsored meetings because of our commitment to making every effort possible to help our local government clients accomplish their fiscal and policy goals. In addition, we both possess considerable experience in working with outside stakeholders, activating coalitions and building alliances to increase the number of legislators around the state concerned with a particular issue and to maximize the chance of a successful outcome for our clients. V. STRONG ALIGNMENT WITH CITY OF YAKIMA PRIORITIES We commend the City for placing both its State and Federal Legislative and Administrative Priorities online for citizens and stakeholders to review. Upon analysis of these documents it is clear that our professional background and skill set aligns very well with the city's priorities. 5 45 Nick has considerable experience going back decades working on homelessness and affordable housing issues, and has been deeply involved with efforts to develop sustainable state and local revenue options to protect critical government services. Nick originated the idea of using real estate document recording fees as a funding source for homeless and housing assistance in 2000, and has since led efforts to reauthorize or increase this funding on six occasions, most recently in the 2018 Session. Luke has first-hand experience with the state's transportation budget dating back to his time as a member of the Senate Transportation Committee and with the state's capital budget going back to his time as Co -Vice Chair of the House Capital Budget Committee. Luke is also very familiar with the Basic Law Enforcement Academy (BLEA) issue and worked closely with other city lobbyists and AWC staff to help procure funding for an additional BLEA class this year, though more work remains to be done. Our client the City of Spokane has faced many of the same challenges confronting the City of Yakima on issues like adequate funding for indigent defense costs and curbing abusive public records requests, so we are very familiar with these issues and with the coalition efforts that will be necessary to solve these problems. SECTION 3. PROJECT APPROACH We propose to deliver the entire scope of services specified in the RFP, and further services not specified in the RFP, through the strategies and tactics that we detail in this current section of our Proposal. This project approach has proven itself time and again for our local government clients and for all the clients we represent. Following is both a comprehensive description in an outline format of the strategies and tactics we propose to utilize in our legislative and administrative advocacy, followed by a work plan that describes in a chronological format how we approach the work of preparing for legislative victories in Olympia. I. STRATEGIES & TACTICS EARLY PREPARATION AVOIDS LEGISLATIVE BOTTLENECKS • The State Legislature is in many ways designed to make it difficult to pass bills and make changes to state law. • Understanding where the pitfalls and bottlenecks inherent in the process are located provides an opportunity to navigate around them. • Preparations for a successful Legislative Session must begin long before Opening Day in January. • With multiple Special Sessions recently becoming more common, preparation and readiness year-round is even more important. AVOIDING SURPRISES: MONITORING THREATS & OPPORTUNITIES • State agencies never adjourn for the year, so their policies, implementation plans and agenda development must be constantly monitored. 6 46 • We provide year-round monitoring, identification and analysis of key legislative and regulatory processes. • Continuous review of AWC policy developments, of activity by other stakeholders and interest groups, and of political developments in general in the state. • This "early warning system" on behalf of the City can be invaluable in identifying both threats and opportunities. DEVELOPMENT OF LEGISLATIVE PRIORITIES • We propose to take an early "deep dive" into issues of priority for the City. • Based on the "deep dive" we provide legislative and regulatory strategic advice, including a variety of substantive and strategic options. • Work with City Council and appropriate City staff on development, preparation and finalization of City's Legislative Priorities for 2019. DRAFTING DOCUMENTS • Upon adoption of Legislative Priorities, we will work with City Council and appropriate City staff to flesh out individual bills and appropriation requests. • Assist in initial drafting of legislation. • Coordinate with Office of Code Reviser in determining final bill language. Assist in preparation of appropriation requests, for the Capital Budget, the Operating Budget and the Transportation Budget. • Throughout the year, assist in the drafting of proposed state legislation, amendments and regulations. IDENTIFY KEY LEGISLATORS FOR BILLS & APPROPRIATION REQUESTS • Work with, and serve as liaison to, local legislative delegations. • Secure Prime Sponsors for policy bills and "Champions" for appropriation requests (in Capital Budget and Operating Budget and Transportation Budget). • Arrange bipartisan groups of Co -Sponsors for policy bilis and "Supporters" for appropriation requests. PREPARE A SMOOTH PATH WITH COMMITTEE CHAIRS & LEADERSHIP • Acquaint committee chairs and leadership regarding the City's priority bills and appropriation requests early in the process. • Obtain public hearings where necessary. ORCHESTRATING PERSUASIVE COMMITTEE TESTIMONY • Scheduling public hearings for City policy bills at times convenient for testifiers. • Laying the foundation for a favorable reception with committee members in advance of the public hearings. • Working with Councilmembers and appropriate City staff in preparing testimony. • Delivering testimony as representatives of the City when necessary. AFTER THE PUBLIC HEARING • Persuade Committee Chair to allow vote on City's bill. • Secure sufficient votes for committee passage. 7 47 • Obtain Rules Committee pulls. • Persuade Floor Leader and other leadership to allow bill to the Floor, • Secure sufficient votes for passage off the Floor. • Repeat process in the Opposite House. REPRESENTATION & OUTREACH • Professionally and ethically represent the interests of the City of Yakima before members of the State Legislature, Governor's Office and state agencies. • Coordinate with other like-minded local governments and the Association of Washington Cities. • Build alliances with other stakeholders committed to the adoption of the City's legislative priorities through strong leadership, coalition building, and activation. COMMUNICATIONS & ACCESSIBILITY • Comprehensive and timely communication on all matters of interest. • We pride ourselves on being accessible to our clients via phone, text and email. • Deliver weekly updates during the Legislative Session (and monthly the rest of the year) in the format desired by the City, including regularly -scheduled teleconferences and in-person meetings as desired and feasible. • Provide written post -session summary of relevant legislative activity, particularly with regard to the City's adopted Legislative Priorities. II. LEGISLATIVE WORK PLAN Following is the work plan, in chronological format, that we propose to employ for our legislative efforts on behalf of the City. This work plan is designed to provide the best opportunity for the City to achieve its legislative goals in 2019 and beyond: A. Deep Dive The first step upon the commencement of contract work on September 1, 2018, will be for Nick and Luke to take a "deep dive" into the issues affecting the City of Yakima, and immerse ourselves with both the pressing challenges and available opportunities. We will be working with the elected leaders and key staff as a prelude to helping the City to strategically develop a set of legislative priorities for 2019 that is aligned with the most important issues facing the City, its residents and key stakeholders. As part of this effort, we will also meet with members of the Yakima -area legislative delegations (particularly those from Legislative Districts 14 and 15) to understand their perspectives and promote their continued familiarity and strong leadership on behalf of the City of Yakima, as well as learning of their personal priorities that may fit with the City's agenda. These local legislators, obviously, are the best voices for advocating within the Legislature on behalf of the region's needs, and a number of the City of Yakima's local legislators hold key leadership positions in important topic areas, regardless of which party is in the majority: Senator King on Transportation, Senator Honeyford on the Capital Budget, Representative Chandler on the Operating Budget, 8 48 Representative Taylor on the House Local Government Committee, and Representative McCabe on the House Community Development, Housing & Tribal Affairs Committee, to cite just the most obvious examples. B. Developing Legislative Priorities We strongly recommend that the City finalize its 2019 Legislative Priorities by the end of October. We have found that the period following the General Election and before the Christmas/Winter holidays (roughly from early November through mid-December) is an excellent time to acquaint legislators with the priorities of our clients for the upcoming session. So having the Legislative Priorities finalized by the end of October will provide an optimum amount of time for the necessary work program we propose. We understand that the preparation of the Legislative Priorities for a city government requires adequate time for public input and for careful deliberation among policymakers. And of course we will do our best to make whatever timeline is ultimately adopted work to the City's advantage. However, we consider it our professional obligation to offer you our candid advice, which is that adopting the Legislative Priorities as soon as practicable provides the best chance of success in achieving the goals of the City by the time the State Legislature adjourns for the year. Some organizations wait until November or even December to finalize adoption of their legislative priorities, which drastically limits the amount of time available to make a "top - of -mind" impression with legislators. A late start also limits the ability to find bill sponsors and to pre -file bills so that they may be scheduled early in the session, before the mad rush that ensues as the first policy committee deadlines come into view. This early start is particularly advisable in advance of next year's "long session" of the State Legislature when the biennial budgets will be adopted. There are widespread expectations that the 2019-21 Operating Budget will be particularly difficult to write and to balance (for both fiscal and political reasons), and that the Capital Budget might not be much easier. So everything points to the value of an early start, and since the City's Legislative Priorities are the foundation of all the advocacy activities that will be undertaken, we urge an early adoption of the 2019 Legislative Priorities. C. Securing and Activating Allies and Coalitions Coalitions always have an easier path to success than do individual entities (whether that individual entity be a local government, business, union or other). Therefore, finding allies for individual elements of the City's Legislative Priorities is a crucial step in achieving ultimate success for the City. We would suggest building or enhancing relationships with like-minded local governments from around the state, with the Association of Washington Cities and with other key stakeholders. We enjoyed great success last year in bringing together a bipartisan group of Spokane - area legislators to meet personally with the Spokane City Council in November and 9 49 share priorities for the upcoming legislative session. This early engagement paid big dividends when many of these local legislators proved to be strong advocates and champions for the City of Spokane's legislative priorities during the 2018 session. D. Identifying Prime Sponsors for City's 2019 Policy Bills Oftentimes the difference between success or failure for a bill can be how doggedly the Prime Sponsor is willing to fight for it. A motivated Prime Sponsor can be essential to a bill getting out of a policy committee, getting out of Rules Committee, and getting to the Floor for a vote. So identifying a strong Prime Sponsor is an important first step in launching a new bill with a strong tailwind toward adoption. E. Identifying "Champions" for City's 2019 Appropriation Requests Similarly, the success of failure of a particular appropriation request (whether in the Operating Budget, Capital Budget or the Transportation Budget) can often come down to how vigorously a key legislator is fighting for it to be included in the final budget. We refer to these key legislators as "Champions" for a particular appropriation, and we consider identifying at least one strong Champion in each house for each desired appropriation to be an important task in our work plan. F. Arrange for Drafting of City's 2019 Policy Bills Working with the appropriate city staff and the designated Prime Sponsor and their staff for each policy bill, arrange to have the bill drafted in the proper format, and early enough to be pre -filed, by the Office of the Code Reviser in Olympia. G. Identifying Co -Sponsors for City's 2019 Policy Bills It is always desirable to have a bipartisan list of bill sponsors from both the State House and State Senate, but this has become essential during the recent era of closely -divided government in Olympia. We will therefore seek a bipartisan list of bill co-sponsors, with an emphasis on the members who serve on the committee where a particular bill will be assigned and those who serve on the Rules Committee, both of whom can be very helpful later in the process. H. Identifying "Supporters" for City's 2019 Appropriation Requests Just as it is desirable to have a bipartisan list of bill sponsors for a proposed bill, it is also helpful to have a bipartisan roster of supporters for the appropriation requests (for the Operating Budget, Capital Budget and Transportation Budget) that the City has identified as priorities for the 2019 Legislative Session. I. Pre -file Policy Bills for 2019 Regular Session By allowing enough lead time in the process to pre -file bills, we will be in a better 10 50 position to arrange public hearings early in the Legislative Session, before the mad rush that ensues as the first Policy Committee Cutoff Day approaches. J. Arrange Early Contact with Policy Chairs, Leadership & Governor's Office We will target members of the relevant policy committee for co-sponsorship of bills, and will continue to touch base with them throughout the committee process, ensuring that members of Leadership from both parties in both houses and the Governor's Office are engaged with the City's priority bills. K. Arrange Public Hearings with Committee Chairs After coordination with City staff and with the elected leaders from the City who will be testifying on behalf of specific bills, we will arrange public hearings in the policy committees for the City's policy bills, as early as we can in the Legislative Session. For policy bills with a fiscal impact of more than $50,000 it will be important to arrange for an early contact with the appropriate fiscal committee chair and staff, as well. L. Passage of City Policy Bills through Fiscal Committees Our goal is always to have committee members favorably inclined toward a client's bills before they are even heard in committee, and to then use the public hearing as an opportunity to drive home the strongest arguments in support of the legislation and allay any lingering concerns. M. Passage of Policy Bills through Fiscal Committees For those policy bills with a fiscal impact of more than $50,000, the early contact with the fiscal committee chair mentioned earlier will now pay dividends as the bill must be scheduled for a public hearing in the fiscal committee and the votes gathered to assure safe passage out of the fiscal committee. N. Passage of Policy Bills through the Rules Committee One final step before the Floor that is painfully ignored by some is procuring the "pulls" in the Rules Committee needed for a bill to even reach the Floor. As described in G. above, when we seek co-sponsors for bills we are already thinking about future Rules Committee pulls, and thus are in the best possible position to have the City's priority bills continue to advance through the process. 0. Arrange for and Count Votes for Floor Vote Utilizing the influence of the Prime Sponsor and Co -Sponsors, and working with the appropriate Floor Leader and others in leadership, we will arrange for the City's policy bills to receive a floor vote and canvass legislators to assure that the votes necessary for passage have been procured. 11 51 P. Repeat Steps K -O above for Opposite House Getting a policy bill passed in one house is only part of the job. Usually we try to have companion bills in both the House and Senate for our clients, so that each chamber is already familiar with the legislation by the time that bills from the opposite house are considered. This helps to smooth the road to ultimate passage. Q. Persuading the Governor to Sign Off on the City's Policy Bills This will not be the first time that the Governor and his staff have heard of our bills because of the outreach mentioned in J. above. We will continue to reach out to them throughout the legislative process and return to the Governor's Office with our strongest arguments yet at the end of the process, since the policy bills in question will have passed through both the House and Senate. As we mentioned in our "Overarching Principles" above, the Legislative Session is not over until the Governor takes action on the final bill. R. Administrative Implementation and Regulatory Action For legislation that is enacted by the Legislature and signed by the Governor, there is of course much work left to be done implementing the new law by state and other administrative agencies. We will work with the City of Yakima and any appropriate state and local agencies to ensure that the City's vision of legislation and funding is followed in implementation and in development of any new or modified regulations. As we often point out, administrative agencies never adjourn, so monitoring their activities is critical to preparing an agenda that advances and defends the City's needs and desires. Fortunately, because of Nick's background as former agency staff, his long-time collaborative role with many state agencies (including representing a number as clients or in coalition with clients), and his extensive experience with a diverse range of policy issues, he has numerous strong connections in the Governor's Office and among a wide variety of state agency staff and leadership. This will help the City of Yakima work with state agencies to achieve its goals, including identifying and acting on potential grants and other funding opportunities. S. Repeat If we are fortunate enough to work with the City in future sessions of the State Legislature, we would repeat these same steps each year in preparation for future successes, modified as needed and desired based on any changed circumstances. 12 52 SECTION 4. GENERAL DESCRIPTION & QUALIFICATIONS OUR STRUCTURE Luke Esser and Nick Federici both operate as sole proprietors. We team up to jointly represent several of our clients (especially local government clients), but represent several other clients separately. We both rent seasonal lodging in Olympia during the Legislative Session to maintain an "on the ground" presence every single day. During the rest of the year, Nick works out of his home office in Tacoma and Luke works out of his home office in Bellevue, and we maintain the same open access to communication year-round, so that at least one of us is always "on call" for urgent issues or actions. A comprehensive list of our current and former clients is contained within our resumes at the end of this Proposal. FURTHER REPRESENTATIVE PROJECTS UNDERTAKEN In addition to the successes for the City of Spokane, the Washington State Association of Local Public Health Officials, and on the issue of document recording fees being used for local government homelessness and affordable housing programs that we discussed above in this Proposal, we offer these further instances of representative projects undertaken by us in the last five years: •Luke and his colleagues at Amerigroup Washington (a managed care organization providing health care coverage for Medicaid clients) were confronted in the 2016 Session with a proposal by committee staff to save money by switching a population of blind and disabled individuals and seniors requiring nursing home level care from managed care to fee-for-service. Through extensive direct contact with key lawmakers we persuaded them that this proposal was a false economy that, if implemented, would end up harming care for fragile populations and costing the state far more money. •Luke and Nick helped obtain a first -in -the -nation retirement benefit for home care workers during the 2015 Legislative Session on behalf of SEIU 775 (the union representing home care workers), despite opposition from a range of interests in the financial services industry. We assembled a broad coalition of senior advocates from across the state who helped us win support for the proposal. To address the concerns of budget -writers and legislative leadership worried about fiscal bow waves, the retirement benefit was structured as a fiscally -responsible "defined contribution" benefit to assure that there would be no unexpected funding shortfalls in the future. Anticipating the concerns of potential opponents and addressing those concerns in advance is a strategy that we frequently employ. •Nick led the multi-year on -the -ground lobbying effort to pass "Breakfast After the Bell" legislation and obtain the funding for implementation, on behalf of United Ways. This legislation requires high -poverty schools across the state to provide options for students to obtain breakfast after the beginning of the school day. There were myriad technical and jurisdictional issues to resolve in moving this legislation forward, including handling 13 53 initial opposition from a number of statewide educational administration organizations who were highly sensitive about any new unfunded education mandates on top of the ongoing McCleary situation. Nick worked with the concerned organizations, including state agencies such as the Office of the Superintendent of Public Instruction and the State Board of Education, to ensure that the language was technically correct and acceptably nuanced, and that requested funding covered the needs of school districts. Nick also directed the messaging and helped successfully manage a coalition of dozens of organizations, including strong national partners with a diverse range of interests, in pushing the bill forward. Each successive year of work on the legislation brought new technical and political hurdles, but also added additional stakeholder and legislative allies. In the end, HB 1508 passed by a strong bipartisan vote in 2018 (87-8 in the House and 43-5 in the Senate) and was signed by the Governor. In addition, Nick was able to ensure that $1.2 million was included in the 2018 Supplemental Operating Budget for the first year of implementation by school districts statewide. .Also in 2018, Nick was the lead lobbyist for two bills (SB 6413 and HB 2658) that were enacted into law banning toxic perfluoroalkyl and polyfluoroalkyl chemicals (PFAS) from firefighting foam and consumer products. These two bills are the first successful legislative bans of these chemicals anywhere in the nation. PFAS chemicals used in firefighting foam contaminated the ground water in Airway Heights, Issaquah, and Whidbey Island, resulting in unsafe drinking water and the need to install millions of dollars in testing and filtering equipment. SB 6413 bans these chemicals in civilian firefighting uses, and passed the Legislature with strong bipartisan support (39-8 in the Senate and 72-26 in the House) despite strong opposition from major national and statewide business organizations. The keys to success were three -fold: (1) there was clear evidence of environmental harm and human contamination that was easy to demonstrate; (2) it was sponsored by Senator Kevin Van De Wege, himself a firefighter, which gave the bill additional credibility; and (3) it was supported by a strong and diverse coalition of advocates we assembled, including firefighters, Fire Chiefs, local municipalities whose groundwater had been contaminated, environmental and public health organizations, and organizations representing persons with disabilities. The second PFAS bill, HB 2658, was much more sweeping, banning these same chemicals in paper food packaging, where it can leach out into food products and consumers' bodies. Nick's role was to shepherd the bill through the process, building on intense negotiations by the scientists and staff of his client with the Governor's Office, the Washington State Department of Ecology, and the Washington State Department of Health. Nick and his clients worked closely with leadership and staff of these state agencies, to ensure that the science was supportable and the implementation plan practical. Over the course of several months, this negotiation resulted in a number of compromises, including postponing the ban until after development of a chemical action plan and research by the Washington State Department of Ecology (DOE) to confirm that there are safer alternatives available. Nick's strategy was to piggy -back this bill directly on SB 6413, which had provided the education for legislators that these chemicals were dangerous in groundwater, and therefore should not be in food packaging either. In addition, we were able to secure the rare support of the 14 54 Washington Hospitality Association, which represents the state's restaurants. Their enthusiastic and active support of the legislation, in the face of opposition from other powerful peer business organizations, was a game -changer. On Nick's recommendation, a number of business -friendly changes were made to the legislation to accommodate the needs of the Hospitality Association, and a number of suggested amendments were accepted from the chemical industry, despite their opposition to the legislation. These good -faith compromises, combined with a thoughtful administrative and regulatory approach through DOE and the science demonstrated by the groundwater contamination, helped facilitate passage of this landmark consumer protection law, despite the vociferous opposition of national and statewide business organizations. Because of their opposition, the votes were still bipartisan (56-41 in the House and 30-17 in the Senate), but not as overwhelming as for SB 6412. In the short 2018 Legislative Session, HB 2658 was the only Environmental Community Priority to pass successfully into law. PERFORMANCE INDICATORS / RETURN ON INVESTMENT Luke Esser and Nick Federici understand the City will develop performance indicators to measure its return on investment for the services provided. Based on our performance on behalf of our local government clients and other clients, we are confident that we will deliver a robust ROI if allowed the privilege of representing the City of Yakima. The policy and fiscal successes that we have recently helped our local government clients to achieve in the City of Spokane (more than $10 million in Capital Budget projects alone this year) and for the Washington State Association of Local Public Health Officials ($10 million in new appropriations in the 2017-19 Biennial Operating Budget) provide the most direct evidence of the considerable level of ROI that we could be expected to deliver for the City of Yakima. We also acknowledge our willingness to execute the City's Standard Professional Agreement and to maintain the required insurance coverages. PROPOSED MONTHLY FEE Luke Esser and Nick Federici propose to provide the complete package of legislative and administrative advocacy services described in this Proposal for a total of $5,000 per month ($2,500 per month each). For this proposed monthly fee the City will receive the committed efforts of two veteran lobbyists, each with decades of experience in Olympia. Monthly fee retainers are the most common compensation structure for agreements in Washington between contract lobbyists and clients, including local governments. We have attempted to use other forms of fee structure in the past, with little success, as a flat monthly fee provides the greatest predictability and ease of budgeting for all involved. If there are alternatives that the City of Yakima would prefer discussing, we are quite open to considering other ideas. 15 55 REFERENCES Three business references for both Luke Esser and Nick Federici: 1 Candace Mumm, Councilmember & Chair — Legislative Team City of Spokane Spokane City Hall, 7th Floor 808 W Spokane Falls Blvd. Spokane, WA 99201 M: (509) 703-2863 cmumm@spokanecity.org Adam Glickman, Secretary -Treasurer SEIU 775 215 Columbia St. Seattle, WA 98104 M: (206) 295-9613 adam.glickman@seiu775.org 3. Jeff Ketchel, Legislative Committee Co -Chair Washington State Association of Local Public Health Officials Environmental Health Director, Snohomish Health District 3020 Rucker Avenue Everett, WA 98201 W: (425) 339-5200 jketchel@snohd.org Two business references for Luke Esser: 1. Chris Strow, Former Director of Government Affairs Amerigroup Washington (Now Deputy Controller, Idaho State Controller's Office) 700 W State St. Boise, ID 83720 M: (206) 419-0371 cstrow@sco.idaho.gov Joe Sprague, Executive Director Washington State Catholic Conference (Former Senior V.P at Alaska Airlines) 710 Ninth Ave. Seattle, WA 98104 M: (206) 605-2476 joe.sprague@thewscc.org 16 56 Two business references for Nick Federici: 1. Jim Cooper, President and CEO United Ways of the Pacific Northwest (Washington, Oregon, Idaho) (Also Member, Olympia City Council) 1211 Fourth Avenue East, Suite 101 Olympia, WA 98506 M: (360) 451-9053 jim@uwpnw.org 2. Kim Herman, Executive Director Washington State Housing Finance Commission 1000 2nd Avenue, Suite 2700 Seattle, Washington 98104 W: (206) 464-7139 kim.herman@wshfc.org General References for Luke Esser: Bob Ferguson, current Democratic Attorney General, and Rob McKenna, former Republican Attorney General. Contact information available upon request. 17 57 58 Luke Esser, Attorney & Government Affairs 404 — 158th Place SE, Bellevue, WA 98008 M: (425) 736-6067 lukeesser@1aol.com Government Affairs Experience Government Affairs Consultant, 2011 -Present: Committed to using my decades of experience in Olympia to help clients achieve their goals through government affairs, public relations and relationship -building services. Licensed Attorney since 1989, Registered Lobbyist since 2011. Current Clients: City of Spokane, the Kalispel Tribe of Indians (from Pend Oreille County), SEIU 775 (union representing Medicaid -paid home care workers), Signature Healthcare Services (California-based operator of mental health hospitals), Washington State Catholic Conference. Previous Clients: Washington State Association of Local Public Health Officials, Amerigroup Washington (state affiliate of Anthem insurance company), H2V Tech (startup clean energy company), Cowlitz Tribe of Indians, King County Alliance for Human Services. Legislative & Political Experience Chairman, Washington State Republican Party, 2007-2010: Served two terms, with GOP making gains in both chambers of Legislature in every election held during tenure as Chairman. State Senator, 48th District, 2003-2006: Majority Floor Leader, 2003-04; Minority Floor Leader, 2005-06; Chairman of Senate Technology & Communications Committee, 2003; Member of Senate Rules Committee, 2004-06; Member of Senate Transportation Committee and Senate Judiciary Committee, 2003-06; Member of Boeing 787 Five Corners Alliance in 2003. State Representative, 48th District, 1999-2002: Co -Vice Chair of House Capital Budget Committee, 1999-2001; Member of House Judiciary Committee and House Higher Education Committee, 1999-2002; Member of Code Reviser's Committee, 2001-02; Member of Municipal Research & Services Center Advisory Board, 2001-02. Legislative Awards (partial): 2006 "Legislator of the Year" award from Washington State Council of Police & Sheriffs; "Cornerstone Award" from Association of Washington Business every year from 2002-2006; 2004 "State Official of the Year" from the National Association of Home Builders; 2004 "Certificate of Appreciation" from SPEEA for helping to land the 787 for the state; 2003 "Legislator of the Year" from Washington Tow Truck Association; 2001 "Star Award" from Bellevue Community College Trustees for support of the state's community colleges; 2001 "Housing Supporter" award from Washington Low Income Housing Network; 2000 "Guardian of Small Business" award from National Federation of Independent Business. Other Professional Experience: Outreach Director for Washington State Attorney General's Office, 2005-06; Policy Director for King County Councilman Rob McKenna, 1995-2004; Special Deputy Prosecuting Attorney, King County Juvenile Court, 1989-90. Education: Executive MBA, University of Washington Foster School of Business, 2013 (Valedictorian & 1st in Class); J.D., University of Washington School of Law, 1989; Bachelor's degrees in Accounting and Editorial Journalism, University of Washington, 1985. Personal: A Bellevue native, finished fourth in state at the 1979 Washington High School Debate Tournament, and a former member of the Pro Football Writers of America. 59 C K F E R (7, I 2714 NORTH ALDER STREET, TACOMA, WA 98407 360-481-1936 NICKFEDEIIICIVOMALL.COM I am a strategic advocate who passionately pursues creative and collaborative solutions that result in better government and access to services that improve the lives of the residents of Washington. SUMMARY More than 20 years of experience in the public policy, political strategy and advocacy arenas, developing and implementing forward -thinking policies to achieve significant quality of life improvements for all, particularly the most vulnerable. Skills exemplified: LI Lobbying Lil Relationship Building CI Strategic Consulting D Budget & Policy Analysis D Advocacy and Public Speaking E Legislative Testimony & Engagement EXPERIENCE Li Coalition Building & Leadership Li Stakeholder Collaboration Li Community Outreach 11 Expertise in Health Care, Housing, Human Service, Operating Budget, Capital Budget, and Revenue Policy NICK FEDERICI GOVE ' ENT RELATIONS 1997 to P' SENT An individually -owned lobbying firm focused on lobbying on behalf of and offering strategic advice to local governments, not -for -profits and business organizations with social justice, health, housing and human service -related missions. Principal Catalyst for local governments, not -for -profits and business organizations to develop and prioritize annual and long-term public policy agendas. Strategize on public policy opportunities and lead advocacy efforts with the State Legislature, Governor's Office, administrative agencies, Congressional delegation and staff, external organizations, media, and the public. Provide extensive direct lobbying with public officials through in- person meetings, phone and email communications. Draft legislation, amendments, and other materials as needed. Monitor developments and provide regular oral and written reports to organization leadership and staff. Build and maintain coalitions. Li Originated the idea of using real estate document recording fees as a funding source for homeless and housing assistance in 2000, and then led effort to reauthorize or increase this funding on six occasions, most recently in the 2018 Session. D Co-author, strategist and spokesperson for state Initiative 773, which increased the sales tax on cigarettes by 60 cents a pack (passed with 66.1% of vote), and Initiative 901, which prohibited smoking in public places (passed with 63.3% of vote). Fl Founding chair of Washington Long -Term Care Alliance; Former Chair of Washington Alliance for Tobacco Control & Children's Health and Friends of the Basic Health Plan; Currently chair of the Our Economic Future / Revenue Coalition. D Successfully led effort to secure stakeholder consensus and legislative support for $850 million revenue package to help balance state budget deficit in 2010. D Coordinated compromise policy and funding solution to pass telecommunications tax parity package that resulted in preservation of four programs (totaling $9.5 million) for clients and allies serving vulnerable populations in 2013. E Developed and negotiated compromise $24 million nursing home funding package that gained agreement of long-time legislative adversaries, resulting in a 35 cent per hour wage increase for nursing home workers in 2014. N ICK FEDE Page 1 2 WASHINGTON STATE NURSES ASSOCIATION 1994 to 1997 One of the nation's leading nursing associations, representing more than 75,000 Registered Nurses, WSNA has taken a comprehensive, multi-purpose approach to: advocate and improve healthcare for patients; foster high standards for nursing practice; provide opportunities for continuous learning; and lohby the Legislature and regulatory agencies on healthcare issues affrcting the public and nurses. Government Relations Specialist Created WSNA's legislative agenda, met with legislators to discuss the approved agenda, monitored pertinent legislation, testified in front of legislative committees, and provided guidance regarding legislative strategy. WASHINGTON BOARD OF HEALTH 1993 to 1994 The Washington Board of Health serves the citizens of Washington by working to understand and prevent disease across the entire population. Established in 1889 by the state constitution, the Board of Health provides a public forum for the development of public health policy in Washington Special Assistant to the Executive Director Board's Liaison to the Legislature, executive agencies, stakeholders and public, including regular testimony at legislative hearings and responses to citizen and media inquiries. Conducted seven extensive Sunset Reviews of health professions, including convening and chairing public hearings and drafting report results. CI Major role in the researching, writing, editing and publishing of the 1994 Washington State Public Health Report, WASHINGTON STATE HEALTH CARE AUTHORITY 1992 to 1993 The Washington State Health Care Authority, at the time, oversaw the Public Employees Benefits Board (PEBB) and Basic Health Plan (BHP) programs, and served as policy analysis support for the Governor's efforts on health care reform. Legislative Research Analyst Researched and prepared reports on methods of evaluating the quality of managed care plans for implementation of 1993 health care reform legislation. [7 Solely responsible for policy and data research for major study of health benefits for retired K-12 school district employees. CI Coordinated and chaired meetings of advisory committee on retiree benefits, including substantial contact with key executive, legislative and stakeholder staff. AWARDS Li Washington Law & Politics Magazine "Big League Player" award, April/May 2004 n Fuse Washington Sizzle Award: "Knight in Shining Armor" award, May 2010 (only non -elected official ever to receive a "Sizzle Award") EDUCATION School of Public Affairs University of Washington, Seattle, WA Bachelor of Arts, Government and History Oberlin College, Oberlin, OH 1990-1992 1989 60 61 C 1EDE.RIC1 Page 3 CURRENT CLIENT ORGANIZATIONS WASHINGTON STATE HOUSING FINANCE COMMISSION 2000 to PRESENT WASHINGTON LOW INCOME HOUSING ALLIANCE 2000 to PRESENT RESPIRATORY CARE SOCIETY OF WASHINGTON 2002 to PRESENT FAIRFAX HOSPITAL 2005 to PRESENT UNITED WAY OF KING COUNTY 2005 to PRESENT SEIU 775 2007 to PRESENT WIN 211 NETWORK 2010 to PRESENT PIONEER HUMAN SERVICES 2014 to PRESENT UNITED WAYS OF THE PACIFIC NORTHWEST 2015 to PRESENT CITY OF SPOKANE 2016 to PRESENT TOXIC FREE FUTURE 2017 to PRESENT PREVIOUS CLIENT ORGAN Ar ONS AARP WASHINGTON STATE OFFICE AMERICAN CANCER SOCIETY AMERICAN LUNG ASSOCIATION OF WASHINGTON ARC OF WASHINGTON ARNPS UNITED CHOICE REGIONAL HEALTH NETWORK FAIRNESS LOBBY FRIENDS OF THE BASIC HEALTH PLAN ITAT FOR HUMANITY WASHINGTON HATE FREE ZONE / ONE AMERICA KING COUNTY HUMAN SERVICES ROUNDTABLE MARCH OF DIMES MIDWIVES ASSOCIATION OF WASHINGTON STATE NATIONAL ASSOCIATION OF SOCIAL WORKERS NATIONAL MULTIPLE SCLEROSIS SOCIETY, GREATER WASHINGTON CHAPTER OPEIU LOCAL 8 PROVAIL SEATTLE FLOATING HOMES ASSOCIATION SOUND MENTAL HEALTH VERIFIED VOTING WASHINGTON ALLIANCE FOR TOBACCO CONTROL AND CHILD N'S ALTH WASHINGTON AMBULANCE ASSOCIATION WASHINGTON ASSOCIATION FOR MARRIAGE AND FAMILY THERAPY WASHINGTON ASSOCIATION OF HOUSING AND SERVICES FOR THE AGING WASHINGTON PROTECTION AND ADVOCACY SYSTEM WASHINGTON STATE ASSOCIATION OF ENGINEERING GEOLOGISTS WASHINGTON STATE ASSOCIATION OF LOCAL PUBLIC HEALTH OFFICIALS WASHINGTON STATE HOME CARE COALITION WASHINGTON STATE NURSES ASSOCIATION WASHINGTON TOXICS COALITION WASHINGTON UNITED FOR FAIR REVENUE WASHINGTON UNITED FOR QUALITY NURSING HOME CARE 4/11/18 Proposal for State Legislative and Administrative Advocacy Services City of Yakima RFP No. 11813P 111Sermonti EN Government Relations 1 1 of 14 Pub submitted by C At airs Political Consultants 63 April 11,2018 Sue Ownby, City of Yakima 129 No. 2nd St. Yakima, WA 98901 RE: RFP 11813P Dear Members of the Selection Committee, It has been our pleasure to represent the City of Yakima and its important interests during the 2018 legislative session. We are proud to have played a part in securing the passage of critical economic development legislation to assist with the mill site redevelopment project, as well as funding for a gang prevention pilot program. In addition to these items, we worked as a team to keep City leadership updated on the progress of other major legislative items, like the Voting Rights Act, and additional funding for the state's police academy. The 2018 legislative accomplishments show the importance of a consistent, professional voice for the City in front of state policymakers, strong bipartisan relationships with area legislators and legislative leadership, the importance of continuity of the City's intergovernmental relations team, and legislative technical expertise. In the way that we are working together on behalf of the City, we have accomplished these important components of your advocacy efforts. Strate_dy and effective client -consultant communications Our method toward achieving successful government relations outcomes is rooted in high ethical standards and a positive, proactive approach to problem solving and accomplishing objectives. In carrying out government relations and advocacy services, the consultant team will clearly communicate the political landscape and environment while providing actionable advice in order to accomplish the City's expected goals and outcomes. We will serve the City as on -the -ground experts navigating intergovernmental issues while pursuing the City's legislative goals, briefing City council and staff leadership as needed, and ensuring council members or City officials are well-prepared to provide legislative testimony. Both consultants have a strong relationship and frequently work with the Association of Washington Cities, which is important to achieve legislative success by remaining aware of important information and legislation affecting City - related issues. 2 of 14 64 Our weekly reports during the legislative session provide the City a focused picture of progress and updates on City priorities, as well as the larger picture of the policy, fiscal, and political pushes and pulls that are an ever-changing part of a legislative session. We have a demonstrated skill in creating content that can be used for the City's public education and news outreach efforts, or as ready -to -use communications tools for City staff and council. We will continue to produce these products as a key deliverable and a performance indicator. Our style of concise and relevant phone, e-mail, and in-person communication between the City and its representatives in Olympia is also key to decision making and understanding tactical strategy direction during time -critical situations that need immediate action. Working for Yakima We enjoy a strong working relationship with the City and its legislative delegation, and continue to become more familiar with the City's economy, politics, and approaches to problem -solving and relationship building. Thank you for your time reviewing the materials we have submitted. We would be honored to continue to represent the City. Sincerely, Susie Tracy Tony Sermonti Northwest Advocates Sermonti Public Affairs 3 of 14 65 Consultantll icatton Requirements Quaf Susie Tracy is the president and owner of Northwest Advocates, and Tony Sermonti is owner of Sermonti Public Affairs. Both firms are located in Olympia and provide comprehensive government affairs, legislative advocacy, and non-partisan consultation services. Mr. Sermonti and Ms. Tracy have a year-round presence with legislators and their staff, state agencies, and a variety of stakeholder and interest groups. Both principals are registered lobbyists with the Washington Public Disclosure Commission, and each business is properly licensed for business in Washington state. Services available and provided by Sermonti Public Affairs and Northwest Advocates: * Comprehensive management and strategic planning for legislative and intergovernmental relations objectives • Representing client interests during legislative sessions and legislative meetings, agency regulatory actions, administrative rulemaking processes, and policy issues under deliberation by executive and legislative branches • Drafting legislation, amendments, and official correspondence • Providing client updates and external communications content • Tracking and monitoring legislation of interest • Coalition building and grassroots engagement Securing and preparing for meetings with legislators and agency leadership • Navigating the legislative process and procedural issues Providing expert legislative testimony or preparing clients to deliver testimony in legislative committee hearings or work sessions Contact information: Tony Sermonti 1324 Glass Ave NE Olympia, WA 98506 360-259-2330 tony@SermontiPublicAffairs.com 4 of 14 Susie Tracy 2123 Wedgewood Dr. SE Olympia WA 98501 360-701-4089 fax: 360-943-7210 tracy2123@comcast.net Resumes and Experience Susie Tracy, Northwest Advocates Tony Sermonti, Sermonti Public Affairs 5 of 14 67 Susie Tracy Susie Tracy has committed the past 371/2 years of her life to government relations and lobbying. The first year involved working for a public utility trade association where in addition to legislative lobbying, her prime responsibility was working with the Bonneville Power Administration and the Northwest Regional Power Planning Council on energy matters, with conservation being the primary focus. In 1982 - well before it was generally acceptable or traditional for a woman to do so - she formed her own lobbying company (Northwest Advocates) and began contracting with two trade associations. After 1982 her company took wings and Northwest Advocates has since been successful in addressing a wide range of issues, as may be seen on her resume. In slightly more than the past decade her primary focus has been on a variety of medical matters. More recently she has chosen to once again branch out into business and other clients with a broader spectrum of issues. That decision has enabled her to come in contact with a wider variety of legislators and committees in a very non-partisan way. Susie prides herself on approaching challenges largely from a policy and strategic standpoint, and while she cannot claim to never lose a legislative proposal or position, she is realistic enough to accept that sometimes it takes more than a single year to pass an important and challenging piece of legislation. She likes coalition work and has retained a passion for leading coalitions when the opportunity arises. Professional history Assistant to the President University of Idaho Moscow, ID Marketing Researcher Sunset Magazine Palo Alto, CA Present: Owner and President Northwest Advocates • Olympia, WA 6 of 14 Constituent Relations & Legislative Asst. Office of U.S. Senator Frank Church Moscow, ID Lobbyist WA State Public Utility Districts Association Olympia, WA 68 Tony Sermonti Tony Sermonti is a contract lobbyist and public affairs consultant with more than 15 years of experience advising government leaders, elected officials, and industry executives on public policy, the political process, and communications. He currently represents a range of technology, business, and public sector clients before the legislature and state agencies. Through past experience as a staff member to Senate Democratic Caucus leadership and as legislative director for a large state agency, he has strong relationships based on trust and bipartisanship on both sides of the political aisle at the State Capitol. Through his public sector experience, he understands the unique nature, approach, and requirements in the way public agencies must approach intergovernmental and legislative relations. As Legislative Director for the Department of Licensing, an agency with a large transportation and business licensing portfolio, Mr. Sermonti managed a complicated agenda and worked with legislative leadership and the Governor's Office on several high-profile pieces of legislation that were signed into law. Serving as the lead negotiator with the Governor's Office on legislation adopting federal identification document requirements, he worked closely with lawmakers, communities of color, and many other key stakeholders on the language that was enacted into law. This work illustrates his ability to work closely with varying coalitions and stakeholders, while utilizing legislative procedures to secure the passage of legislation. Professional history Policy and Legislative Director • 2010-2017 Washington State Department of Licensing Associate Press Advance Lead • on call 2011-2016 Executive Office of the President, The White House Agency Spokesperson and Legislative Liaison • 2009-2010 Washington State Department of Licensing Communications Advisor • 2007-2010 Washington State Senate Democratic Caucus Communications and Media Relations Manager • 2005-2007 The Evergreen State College 7 of 14 CU rrent Ciients Northwest Advocates Sermonti Public Affairs 8 of 14 Current clients supported by Northwest Advocates WA Academy of Eye Physicians and Surgeons WA Physicians Health Program WA Poison Center City ofYakima WA Chapter, American College of Emergency Physicians Caring for Washington (UW family medicine residency programs) Wa. Airport Management Association �� ���[�l��� Clients: fc�.,: Oracle Corporation American Medical Response Susan G. Komen Breast Cancer Foundation, Puget Sound Affiliate Washington State Medical Association Small and Midsize Transit Alliance (Wa. State Transit Association) REI Public Health Roundtable University of Washington Medical School Harborview Medical Center 9Of14 Wa. State Society of Oral and Maxillofacia Surgeons Acadia Healthcare Inc. Greater Seattle Business Association Therapeutic Health Services Evergreen Treatment Services Wa. Ambulatory Surgery Centers Association Association of Alcohol and Addiction Programs of Washington Airlift Northwest Washington State Arts AlIiance Aging Services of Washington Schering-Plough Pharmaceutical Lincoln Memorial University The Nature Conservancy Mothers Against Violence in America Wa. Ambulance Association Wa. State Financial Services Association Wa. Public Power Supply System Seattle Chinese Garden 70 Current Clients supported by Serrnonti Pu lic Affairs Motor Vehicle Software Corporation Reviver Auto, Inc. 10 of 14 Washington State Patrol Lieutenants and Captains Association City of Yakima 71 72 V. Communication Protocols The consultants will provide oral and written updates concerning the progress made on the governmental affairs strategy as often as requested by the City of Yakima, and will, at a minimum, provide a 'week -in -review' document as outlined in Section I of this proposal during each week of the regular and special legislative sessions. The City of Yakima shall designate its chosen point of contact for consultants, and through this contact provide official direction regarding strategy, modification of objectives, and official positions on matters before the Legislative and Executive branches of Washington state government. Vit. Proposed Budget Based on the current understanding of the services necessary to represent the City of Yakima through interactions, communications, and general advocacy with the Governor's Office, state agencies, the state legislature and legislative staff, boards, commissions, and other legislative bodies, an annual retainer fee of $60,000, to be paid in equal monthly installments of $5000 is proposed. This proposed annual fee reflects the comprehensive services available year-round to the City of Yakima as outlined in Section II of this proposal, and other deliverables by Northwest Advocates and Sermonti Public Affairs. An annual rate proposal is appropriate for the nature and type of services provided by the consultants. 11 of 14 REFERENCES - Susie Tracy She l Bierne Exec. Director, WA Society of Oral and Max- illofacial Surgeons; regulations regarding such matters as appropriate anesthesia; technician assistant qualifications; specialty advertising; and prescription monitoring 8040 161st Ave. NE Redmond, WA 98052 206-617-2425 wssoms@gmail.com Nathan Schlicher, MD President, WA Chapter of American College of Emergency Physicians; former State Senator. Legislation establishing an 'ER for Emergencies' program statewide, saving the state approximately $30 million per year; current emphasis on various strategies for opioid use and death reduction St. Joseph Medical Center 1717 S. J Street Tacoma, WA 98405 253-509-8880 schlicnr@yahoo.com Molly Carney PhD, MBA Executive Director of Evergreen Treatment Services; for many years have worked on substance use disorder regulations, treatment relationship to homelessness, and funding before the Legislature; in 2018 obtained $3 million in the capital budget for ETS' building purchase and remodel 1700 Airport Way 5 Seattle, WA 98134 206-756-3368 MCarney@evergreentx.org 12 of 14 73 Russell Maier, MD University of Washington Family Medicine Residency Program; primary focus is obtaining funding to support medical residencies across the state; most recent success was over $20 million funding for new residency positions Central Washington Family Medicine 1806 W Lincoln Ave Yakima, WA. 98902 509-480-2837 maier@u.washington.edu Robert Peterson Airport Director, Yakima Air Terminal - McAllister Field; Legislative Chair, WA Airport Management Association; for over 20 years have focused on airport regulations, funding, preservation, encroachment matters, and aircraft taxation 2406 W. Washington Avenue Yakima, WA 509-575-6149 rob.peterson@yakimaairterminal.com References from legislators available upon request REFERENCES - Tony Sermonti Senator Curtis King. Senate Transportation Committee Fmr. Chairman and Current Ranking Member; several years of work on federal changes requiring state legislative action; agency oversight; fuel taxation issues Washington State Senate Irving Newhouse Building curtis.king@leg.wa.gov 509-952-4667 Jane Wall Govt. Relations Advocate, Association of Washington Cities; in frequent communication, networking, and coalition building on legislative matters important to cities Assn. of Washington Cities 1076 Franklin St. SW, Olympia janew@awcnet.org 360-753-0149 John Bruggerman Vice President, Motor Vehicle Software Corp.; 1 advise on intergovernmental and legislative relations on transportation revenue systems, local and state government transportation policy; privacy issues; legislative strategy strategic planning MVSCNITU 2250 NW 22nd Ave, Suite 510 Portland, OR jb@vitu.com Portland OR 97210 971-808-0202 13 of 14 74 Senator Dean Takko Chair, Local Government Committee, Washington State Senate; worked with him on economic development legislation; transportation funding issues; city/county issues Washington State Senate John A. Cherberg Building dean.takko@leg.wa.gov 360-430-3221 David Postman Chief of Staff, Office of Governor Jay Inslee; I worked frequently with senior members of the administration and with chief of staff on legislative agenda development and legislative affairs strategy Office of the Governor Capitol Building, Olympia david.postman@gov.wa.gov 360-688-4320 75 Performance Indicators Pursuant to Section 9 (g) of the RFP document, the Contractors acknowledge that the City will develop performance indicators to measure its return on investment for the services provided. 14 of 14