Table of Contents
1. Letter of Transmittal 1
2. Technical Proposal 2
a. Qualifications and Experience 2
i. Federal 2
ii. State 5
b. Detailed Work Plan 9
i. Federal 9
ii. State 11
c. Proposed Staffing and Organization 13
i. Federal 13
ii. State 15
d. Fee Schedule / Cost Proposal 18
e. Appendices 19-47
i. Joe A. Gonsalves & Son Client List 6 pages
ii. Joe A. Gonsalves & Son Project Funding List 9 pages iii. Joe A. Gonsalves & Son Leg Accomplishments 7 pages iv. Joe A. Gonsalves & Son Client Testimonials 6 pages
3. Status of Past and Present Contracts Form 48
4. Exemptions Form 49
1 Kiley & Associates, LLC
636 North Carolina Ave SE
Washington, DC 20003
November 29, 2023
Ms. Vanessa Slouka
Buyer, City of Fullerton
303 W. Commonwealth Ave.
Fullerton, CA 92832
Re: RFP #2324-05 Legislative Advocacy Services
Dear Ms. Slouka,
Kiley & Associates is pleased to respond to the City of Fullerton’s Request for Proposal (RFP) #2324-05 for Legislative Advocacy Services posted November 1, 2023.
Founded in 2009, Kiley & Associates is a limited liability corporation incorporated in the State of Delaware. Our Federal legislative advocacy offices are based in Washington, DC. We have joined with the Sacramento-based firm Joe A. Gonsalves & Son to provide State legislative services.
Kiley & Associates, along with our partner firm Joe A. Gonsalves & Son, provide legislative advocacy analyses for cities, states and communities and deliver political strategy from both an industry and government perspective through a solution-driven, tailored approach. We have a proven track record of successful engagement between local government, state and federal entities to achieve community goals. Our firm is extremely confident we meet all qualifications set forth in this RFP.
Our core federally-focused team—Gregory Kiley, Jayson Braude, Kimberly VanWyhe, along with our partners at the State level, Anthony Gonsalves, Jason Gonsalves and Paul Gonsalves—are eager to discuss our capabilities, experience, and ability to support the City of Fullerton. Our team is prepared to jump in and contribute on day one.
This proposal shall remain valid for a period of no less than 120 days. All the information within this proposal is true and correct. There have never been any disciplinary actions taken against anyone in our firm.
We stand ready to answer any questions you may have and look forward to further communications. Please feel free to contact me at (202) 544-6897 or [email protected].
Very Respectfully,
Gregory T. Kiley
Kiley & Associates, LLC
636 North Carolina Ave SE
Washington, DC 20003
(202) 544-6897
2 QUALIFICATIONS & EXPERIENCE
Kiley & Associates provides legislative advocacy services, strategic economic development planning and positioning, business and product development, market penetration, White House, Congressional and Federal government situational awareness, due diligence, and mergers and acquisitions analysis. We help our clients identify and develop new opportunities, improve operations, products and technologies, and plan and implement strategies to secure sustained success.
Our partners, Joe A. Gonsalves & Son works closely with State officials, including those in Governor Gavin Newsom’s Office, the Senate President Pro Tempore and the Assembly Speaker. They also work with State of California agencies to help their clients with any aspect of state advocacy needs.
We have an established, proven track record of navigating multiagency, multidimensional, complex issues. Recent efforts include work on managing interrelations between municipalities, states and the federal government, infrastructure funding, American Rescue Plan guidance, Federal Emergency Management Administration reimbursements for cities, cyber threats to our nation’s infrastructure and electrical grid, environmental risks to public health, and the Department of Defense’s strategic basing decision-making.
Kiley & Associates combines with Joe A. Gonsalves & Son in supporting multiple California cities, always delineating Federal versus State level lobbying efforts between our respective entities. We are currently under contract with the City of Milpitas in such a contractor- subcontractor relationship and separately provide such contract services to a host of other cities.
FEDERAL TEAM
Our Federal team has strong ties at the federal level with both the legislative and executive branches. Every member of our team has developed professional working relationships with Republican and Democratic Members of the Senate and House, as well as with their personal staffs, and the staffs of key Senate and House committees. Further, we have key allies within the White House staff and across the Biden Administration.
Kiley & Associates’ size, structure and personalized approach allows us to provide proactive, cost-effective representation to all our clients.
Kiley & Associates currently represents fifteen California cities in Washington, DC, assisting with numerous Federal Government issues. Current clients and past clients of a similar nature:
South Gate, CA Carson, CA Lynwood, CA Maywood, CA Lomita, CA Bakersfield, CA Concord, CA Paramount, CA Jurupa Valley, CA Milpitas, CA Perris, CA La Quinta, CA Lakewood, CA Patterson, CA Bell Gardens, CA
Boise, ID Okaloosa, FL State of New
Mexico State of Florida State of Indiana
3 Examples of Recent and Ongoing Performance at the Federal Advocacy Level:
2019-2022. City of Carson, California.
• Provided guidance and counsel to the Mayor and City Council on various matters related to COVID-19, including updates on federal policy and federal grant opportunities.
• Organized a Federal Small Business Administration virtual meeting to educate Carson business owners on the Paycheck Protection Program.
• Coordinated meetings between Carson Council members, the FAA, and the Long Beach Airport regarding noise complaints from residents.
• Facilitated meetings with FEMA and the United States Treasury to ensure Carson was receiving their fair share of the of municipal funding from the American Rescue Plan.
• Renewed the City’s relationship with United States Senator Dianne Feinstein and helped the City apply for earmarks and Community Improvement Projects (CIPs) with her office, which includes the potential of over a million dollars for parks funding within the City.
• Helped Carson secure earmarks for transit programs that Congresswoman Barragán will be submitting for Congressional approval. Worked with the Federal Communications Commission to promote the Emergency Broadband Benefit to Carson residents, which will provide them up to $50 per month towards broadband service for eligible households and a one-time discount of up to $100 to purchase a computer or tablet.
• At the request of the City, approached the U. S. Postal Service in Washington, DC to investigate long running postal problems within the City of Carson with a goal to improve mail service for Carson residents.
• Worked with the City to explore renewable energy opportunities, including electric vehicle charging throughout Carson and solar power at City Hall and other City owned buildings.
• Brought in the United States Army Corps of Engineers and the United States Environmental Protection Agency to help the City with the problem at the Domínguez Channel.
2019-2022. City of South Gate, California.
• Developed a federal funding and policy agenda for the Mayor, Council and City department heads. Created federal government agendas and provided federal outreach and funding opportunities
. Provide the City with relevant hearing schedules
and grant announcements.
4 • Arranged for City officials to meet with federal officials on the COVID-19 Funeral Assistance program which provided thousands of dollars for families in the City who lost a loved one.
• Provide the City with Congressional and White House updates detailing legislative action in Washington.
• Initiated a dialogue for the City with Union Pacific Railroad regarding trash and homelessness along a neglected rail line.
• Worked with the City to secure earmarks for $1.5 million in road improvements to Garfield Avenue, of which Congresswoman Barragán will be submitting to the House Committee on Transportation and Infrastructure for approval.
• Worked with South Gate, Los Angeles County Metro, and Congress for millions of dollars in funding for the West Santa Ana Branch light rail line. Started a dialogue between the City and the office of recently appointed United States Senator Alex Padilla.
• Worked with the City and the EPA to keep the South Gate Superfund sites at the forefront of the agencies’ federal priorities.
• Worked closely with the City and federal officials after the January 2020 Delta Airlines Fuel Release over Southeast Los Angeles. Facilitated a Zoom call between the White House and the City of South Gate. South Gate Councilwoman Denise Diaz also participated on this extremely informative and crucial White House conversation with Intergovernmental Affairs Director Eduardo Cisneros.
• Engaged with the United States Conference of Mayors, providing South Gate a seat at the table for numerous federal decisions.
2020-2022. City of Lynwood, California.
• Organized meetings for the City and the Port of Los Angeles regarding the shipping backlog and the supply chain issues currently impacting the region, traffic, and the environment.
• Worked with the U.S. Department of Housing and Urban Development to find over one million dollars that the City was awarded. Worked with EPA to bring in senior White House officials to the City for a tour and meetings.
• Started an engagement for former Lynwood Mayor Aide Castro with the United States Conference of Mayors during her time in office, including outreach to the White House and Congress.
• Worked with Congressional officials and the City to ensure Lynwood is maximizing COVID-19 FEMA reimbursements and implementing American Rescue Plan Act (ARPA) funding for maximum usage.
5 • Helped the City with numerous matters related to compliance and accounting of the ARPA. Worked with the City to push for Federal legislation that allows for 30% of ARPA recovery funding to be spent on transportation projects or community projects.
This legislation allows local officials additional flexibility to spend their own funds and extends the spending deadline by an additional two years.
Federal Team References
Wendell Bugtai, Assistant City Manager
City of Perris
101 N. D Street
Perris, CA 92570
[email protected]
(951) 500-8528
Project Dates: December 2022 – Current
Darren Arakawa, Chief of Police
City of South Gate
8620 California Avenue
Southgate, CA 90280
[email protected]
(323) 563-5408
Project Dates: January 2019 – Current
David Roberts, City Manager
City of Carson
701 E Carson Street
Carson, CA 90745
(310) 830-7600
[email protected]
Project Dates: June 2019 – Current
Ernie Hernandez, City Manager
City of Lynwood
11330 Bullis Road
Lynwood CA 90262
(310) 603-0220
[email protected]
Project Dates: July 2020 – Current
Matt Cano, Deputy City Manager
City of Milpitas
455 East Calaveras Blvd
Milpitas CA 95035
(408) 586-3012
[email protected]
Project Dates: Dec 2022 – Current
Michael Flad, Assistant City Manager
City of Jurupa Valley
8930 Limonite Avenue
Jurupa Valley, CA 92509
(818) 632-3110
[email protected]
Project Dates: December 2021 – Current
STATE TEAM
Joe A. Gonsalves & Son’s strategic approach to advocacy is custom tailored to the unique needs of each of our clients by utilizing our 46 years of experience and relationships with Legislator’s, the Administration and stakeholders. Our advocacy embraces and will help accomplish the legislative goals outlined by the City through a tailored-made made approach unique to the City of Fullerton.
By way of background, our firm was founded by Joe A. Gonsalves in 1975. He served as a member of the California State Assembly from 1962 through 1974. Prior to that, he served as a Dairy Valley Council Member including two years as Mayor of the city of Dairy Valley, which is now the city of Cerritos.
As an addendum, enclosed is a list of present State clients. As you can see, we represent a large number of cities. We believe our base of client cities has provided us the unique opportunity to 6 work with each member of the Legislature. Recognizing the number of Legislators coming out of local governments, we have established relationships prior to them being elected to the Legislature.
In addition, enclosed as an addendum is an outline of both our State legislative and grant funding accomplishments. Please note this is a partial list as it would be impossible to fully communicate the level of success Joe A. Gonsalves & Son have enjoyed in representing our clients over the past 46 years.
Please note, our contract lists our scope of services in very general terms. We purposely do this to ensure that each client has the flexibility to request any assistance you may require in Sacramento, such as setting up meetings with the appropriate legislators, Governor’s office or the various state departments. Additionally, we do not assign clients to a specific lobbyist in the firm. Instead, you have access to all the firms’ employees at any time.
Examples of Recent and Ongoing Performance at the State Advocacy Level:
Over the years, our firm has shared in a number of successes with our clients ranging from No & Low Property Taxes, City Dependent Special Districts, Municipal Utility, and the Constitutional protection of your City’s Bradley-Burns sales tax resulting from the negotiations and passage of Proposition 1A. Additionally, our firm is one of the few, if any, who have been successful in finding resolutions to the ever-challenging redevelopment dissolution process. We assisted numerous cities in developing a path forward with the State Department of Finance and we coordinated several successful land transfers.
Attached for your review is an outline of both our legislative and grant funding accomplishments. Please note, this is a partial list as it would be impossible to fully communicate the level of success we have enjoyed in representing our clients. The following will provide you with highlights of three experiences of a similar nature:
1. Redevelopment Dissolution: On behalf of the City of San Bernardino and many of our other client cities:
Joe A. Gonsalves & Son has extensive experience assisting our client Cities with the redevelopment dissolution process. Many of our clients were well behind in the process and had not received a Finding of Completion (FOC). Therefore, many Cities were not eligible to secure their Long-Range Property Management Plan and the “fire sale” provisions contained in AB26x were quickly approaching.
In May 2014, we scheduled a series of meetings for the City of San Bernardino with the RDA dissolution manager’s, Justyn Howard, Allen Parker and Jim Morris. These meetings provided an invaluable opportunity for the City to better understand DOF’s misgivings as well as the City’s sincere desire to work through the dissolution process.
We began working on the Successor Agencies (SA) installment plan with DOF in order to satisfy the City’s Low- and Moderate-Income Housing Fund Due Diligence Review Payment and the Other Funds and Accounts Due Diligence Review amounts due. This was a critical step as it 7 enabled the City’s SA to proceed with a request for their FOC and on December 22, 2015 the City of San Bernardino received the much-awaited FOC.
Our attention then shifted to securing their LRPM, which was critically important for the City/SA, especially considering the number of properties owned by the former redevelopment agency. Just to mention a few, we sought direction/negotiated on the following:
• California National Guard Armory: was approved to be transferred to the City as Governmental Use.
• U.S. Army Reserve: was approved to be transferred to the City as governmental use and is approved as listed on the LRPMP.
• 2 Parking lots were approved as a permissible use of Sale. The statute was amended to allow these to be retained by the City.
The prior examples are just a few examples of the many properties we had to ensure were listed appropriately on the City’s LRPMP as we were up against the December 31, 2015 “fire sale” deadline. Most importantly, at 4:03pm on December 31, 2015, with less than 8 hours to spare the city of San Bernardino’s 236-page LRPMP was approved by the DOF. This was quite a relief to all who had worked so diligently through the holidays in order to ensure we did not miss the LRPMP deadline.
Dissolution of redevelopment never seems to end. Our firm has assisted our client Cities in facilitating the transfer and/or sale of countless former redevelopment agency properties. In many instances, we were able to turn the City’s relationship with DOF around in order for their SA to receive its FOC and LRPMP.
2. AB 117 (Cohn, 2005): On behalf of the City of Santa Clara
About 30 cities that never levied a property tax before Proposition 13 are called no property-tax cities, and about 60 cities that levied only low property tax rates are known as low property-tax cities. Counties must shift some of their own property tax revenues to these no/low cities. The payments to the no/low cities are called tax equity allocations, or TEA (AB 1197, Willie Brown, 1988).
In most counties, TEA payments to the no/low cities are equal to 7% of the property tax revenues generated within their city limits. However, an exception requires Santa Clara County to allocate no more than 55% of the TEA funding that the four no/low cities in the county would otherwise be qualified to receive (AB 1175, Willie Brown, 1989). The 55% limit was the product of an agreement, reached through intense negotiations, between Santa Clara County and the cities of West Hollywood, Los Altos Hills, Monte Sereno, and Saratoga.
AB 117 repealed the 55% cap in Santa Clara County on Tax Equity Allocation (TEA) funding for the county's four no/low property tax cities starting in the 2006-07 fiscal year. The four cities contend that the limit on their TEA funding has kept them from adequately funding city services.
The cities talked extensively with Santa Clara County officials about eliminating the 55% TEA cap, which currently saves the county $4.2 million in property tax revenues.
Eliminating the 55% limit allowed the four cities to receive the full 7% of the property tax revenues generated within their city limits. In exchange, the cities would provide additional 8 services that reduce the county's costs. The Santa Clara County Board of Supervisors approved the cities' proposals.
Absent the 55% TEA cap, Santa Clara County's educational revenue augmentation fund (ERAF) would receive approximately $600,000 more in property tax revenues from the four no/low cities but about $2 million less from Santa Clara County, resulting in a net loss to ERAF of approximately $1.4 million in FY 2006-07. This amount would be compounded in future years by the property tax growth rate.
3. SB 107 (Budget, 2015): On behalf of the Cities of Eastvale, Jurupa Valley, Menifee and Wildomar.
In 1998, the Legislature began cutting the VLF rate from 2% to 0.65% of a vehicle's value. The State General Fund backfilled the lost VLF revenues to cities and counties. As part of the 2004- 05 budget agreement, the Legislature enacted the "VLF-property tax swap," which replaced the VLF backfill from the State General Fund with property tax revenues that otherwise would have gone to schools through the Educational Revenue Augmentation Fund (ERAF). This replacement funding is known as the “VLF adjustment amount.” The State General Fund backfills schools for their lost ERAF money.
The VLF-property tax swap did not reallocate extra property tax revenues to cities that were not in existence when the State was compensating cities for the difference between the 2% and
0.65% VLF rates. As a result, new cities received less VLF funding than they would have if they had incorporated before the VLF property tax swap. Cities asked the Legislature to reallocate a portion of existing cities’ remaining VLF funds to new cities to help make new city incorporations financially feasible. In response, the Legislature passed AB 1602 (Laird, Chapter 556, Statutes of 2006), which changed the allocation of VLF funds to restore the VLF revenues for city incorporations that were lost under the VLF-property tax “swap.” AB 1602’s formula allocated $50 per capita adjusted annually for growth.
In 2011, The Legislature passed SB 89, which re-calculated the Department of Motor Vehicle’s administration fund to $25 million and increased vehicle license registration by $12 per vehicle to offset DMV’s cut budget. SB 89 also eliminated VLF revenues allocated to cities and shifted those revenues to fund public safety realignment. Proposition 30 (2012) amended the Constitution to permanently dedicate a portion of the sales tax and VLF to local governments to pay for the programs realigned in 2011-12.
Four new cities incorporated after the Laird bill enacted new VLF funding allocations for new cities and before those allocations were repealed. The City of Wildomar incorporated on July 1, 2008. The City of Menifee incorporated on October 1, 2008. The City of Eastvale incorporated on October 1, 2010. The City of Jurupa Valley officially incorporated on July 1, 2011, only two days after SB 89 repealed the VLF allocation formulas for new cities. SB 89’s elimination of VLF allocations created severe fiscal hardships for cities that incorporated with the expectation that they would receive VLF revenues under the formulas enacted by the 2006 Laird bill.
After 4 years of relentless work and effort on this issue, our firm was able to secure $24 million dollars in fiscal relief to these four cities through a budget trailer bill, SB 107 (Budget, 2016).
9 State Team References
Thaddeus McCormick, City Manager
City of Lakewood
5050 Clark Ave
Lakewood, CA 90712
562-866-9771
[email protected]
John Moreno, City Manager
City of Paramount
16400 Colorado Ave
Paramount, CA 90723
(562) 220-2000
[email protected]
Chris Freeland, City Manager
City of Indian Wells
44-950 El Dorado Drive
Indian Wells, CA 92210
760 346-2489
[email protected]
Matt Cano, Deputy City Manager
City of Milpitas
455 East Calaveras Blvd
Milpitas CA 95035
(408) 586-3012
[email protected]
WORK PLAN
FEDEAL TEAM’S WORK PLAN
Kiley & Associates will collaborate with the City of Fullerton to help develop their federal legislative priorities. In fulfilling the requirements of the RFP, including onboarding, outreach advocacy and administrative services, bill tracking and monitoring. Our partnership with the City would include:
• Onboarding; this is an extremely important element of our engagement with our city clients. Our first action with a new client is an in-depth meeting to understand the needs of the City. We work the City Manager’s office and department heads to establish priorities, goals and a tailored scope of work to help our clients meet their legislative goals
• Raising Fullerton’s profile with the California Federal House and Senate delegation, Federal Agencies, and the Biden Administration. We will work with the City to raise its profile with Governor Newsom’s Administration, State of California agencies and the California State Assembly and Senate
• Tracking all state and federal bills that impact our city clients. Further, as an example at the state level, when an important bill is being heard in committee, we have our staff in the committee room. If needed, we can provide testimony and meet in the offices of the committee staff and Members to advocate Fullerton’s position. At the federal level, we provide similar services, and regularly provide updates on bill impacting our clients
10 • At the federal level we will provide the City with a monthly written report of legislative activity. Further, we regularly provide federal updates as Congress works on issues that impact our clients
• In Washington, DC, actively monitoring bills and actions that impact cities and residents.
We provide updates as soon as Congressional Leadership and the White House act. This active presence is something we strive for daily to help our clients reach their goals
• Annual reviewing and working with City staff to ensure the legislative goals of the City and Council are met
• Being transparent, ethical and customer service oriented. We are proud that clients think of us as an integral part of their business, capable of delivering the services they need when they need them. We often think of our firm as an extension of city staff and an integral part of your Washington, DC and Sacramento Team
• Striving to protect Fullerton’s interests by changing laws or federal/state regulations as necessary
• Coordinating with the dedicated day-to-day point of contacts on identifying and refining Fullerton’s top project and policy priorities for their legislative agenda (i.e. securing federal and state money for police and fire projects, water and sewer projects, roadway expansion, housing, street repairs, park projects, tourism, and policymaking)
• Targeting key allies and influential lawmakers, Congressional committees, White House policy makers and State leaders
• Regularly updating Fullerton on grant opportunities and issues that are pertinent to the City’s legislative priorities. Both Kiley & Associates and Gonsalves & Son have a long- standing productive relationship and work very well together
• Coordinating with the City to engage on State of California earmarks and Federal Community Project Funding Programs processes for federal funding
• Representing the City of Fullerton at Congressional/State Legislature and Executive Branch meetings and hearings in both Washington, DC and Sacramento
• Tracking news articles and press releases on issues that will impact local governments and Fullerton
• Coordinating an annual trip for Fullerton’s elected officials and staff to Washington, DC to meet with and/or brief the Congressional delegation, White House officials, and key staff in the federal agencies
• Helping with issues that have a state and federal nexus, which include providing comments on state/federal regulations; connecting local officials to state/federal agency professionals; and providing our expertise on funding programs, grant applications, and other legislative and agency opportunities
11 • Engaging regularly with coalitions such as the National League of Cities, the United States Conference of Mayors on behalf of the City of Fullerton. Also assisting with the League of California Cities on issues when there is a federal/state overlap Kiley & Associates will provide monthly written reports on ongoing activities and priorities of the City. We anticipate regular contact and conversations with City staff to keep abreast of priorities and issues of import to them. As part of initial strategy kick-off meeting, we will request senior City staff and department heads to participate in development of the strategic plan and priorities. No other specific demand on City staff is anticipated.
Our firm will work cooperatively with your management staff, Mayor and City Council to ensure a high level of legislative and administrative success in Washington, DC. Our strategies will vary depending upon the issues as well as Washington, DC’s ever changing political climate.
Whenever you and/or your staff requests something from our firm, we get to work immediately and report the actions back to you. Kiley & Associates are sensitive to the differences between clients served and proactively work to ensure conflicts of interest do not arise.
STATE TEAM’S WORK PLAN
Joe A. Gonsalves & Son is extremely confident in our ability to meet the objectives and scope of work outlined in the proposal. We will work cooperatively with your management staff to ensure a high level of legislative and administrative success in Sacramento. We utilize every asset available to us, and we will personally meet with each Member of the Legislature, their Staff and the Governor’s office to ensure such success. Our strategies vary depending upon the issues as well as Sacramento’s ever changing political climate. Whenever you and/or your staff requests something from our firm, we get to work immediately and report actions back to you.
Our firm intentionally does not divide up workload. We have three full-time lobbyists in our firm and each lobbyist is fully engaged in our representation of your City. As an example, when a sponsored bill is being heard in committee, we will have each of us in committee. One of us will provide testimony, one may be meeting with Members and/or staff in their offices, and one will likely be pulling a member out of committee to request their support. It is very difficult for one lobbyist to actually lobby an entire committee alone. All three of us will be available for the duration of the Contract.
Once we have received direction from your City and the facts regarding a specific matter, we will immediately work with your staff on the following steps:
• Identify potential Legislators whom can support our cause • Meet with the members of the Legislature
• Meet with the pertinent committee consultants
• Identify and meet with interest groups, lobbying firms and/or coalitions who can be supportive
• Identify and meet with interest groups, lobbying firms and/or coalitions who may be in opposition. More than likely, we have a personal relationship with the opponents and or the firms that represent them and by reaching out early we find we are able to neutralize organizations that otherwise may have been opposed.
12 • Assuming legislation is necessary, we will meet with each Member of the various committees the legislation will be referred to in an effort to secure their support for our position prior to each hearing.
We often times tell our clients: “our expertise is the legislative and regulatory process, we are not city of Fullerton experts”, which means we will continue to work with your management and technical staff in order for each of us to have a clear understanding of the many issues we expect to provide assistance on. Our firm prides itself on being upfront and honest with the Legislature, which ensures we will never do anything to embarrass ourselves or your City.
Relationships and respect matter in Sacramento and we are extremely proud of the personal and professional relationships we have with the Executive Branch, State Agencies as well as the members of the Legislature. Our long-standing presence in Sacramento enables us to successfully represent your City.
We provide your city with a weekly report, which we send out every Thursday or Friday, depending upon the legislative calendar. We tailor our weekly report to ensure it provides a specific update on the legislative proposals identified/adopted by your City Council.
Additionally, we will provide the City with a monthly written and oral report of legislative activity, as requested.
Our firm lists our scope of services in very general terms. We purposely do this to ensure that each client has the flexibility to request any assistance you may require in Sacramento, such as setting up meetings with the appropriate legislators, Governor’s office or the various state departments.
Legislation:
Our firm actively monitors, reviews and participates in the daily activities of the Capitol and the State Agencies. We receive a copy of every bill introduced and each set of amendments. We will read each bill and the amendments and send those that we feel may be of interest to your city. In addition, as the legislative proposals develop, we provide you with fact sheets and analysis of the bills that may affect you. We provide your City a “weekly report” with the status of all bills either watched, supported and/or opposed by your City.
Additionally, we actively sponsor bills on behalf of our client’s as well as maintain a constant line of communication with the Members of the Legislature and their staff to ensure we are apprised of upcoming proposals. Our firm will assist in preparing written correspondence on any/all issues of importance to the City. That said, we do not unilaterally adopt positions on behalf of the City. We work very closely with the City’s management team under the direction of the City Council.
Whenever your City adopts a position on legislation and/or proposed regulations, we cover all bases. We meet with the Author’s office, the Committee Consultants (both Democrat and Republican), Legislative Leadership, all pertinent stakeholders, and provide testimony in each Committee in order to ensure your City’s position is known and ultimately supported.
13 Funding:
Our firm proactively identifies any/all funding opportunities for your City and will assist you in developing your project proposals for each potential grant application. We recommend the city of Fullerton request our firm set-up a series of “action days” in Sacramento to meet with the various State Agencies overseeing the desired funding in an effort to craft a competitive proposal.
Additionally, we recommend meeting with Legislator’s and Legislative Committees to seek their input and support on any funding the City is seeking. Likewise, this will provide an opportunity for the City to receive information and provide input on any funding opportunities that may be available or coming available.
Increased presence:
An invaluable part of achieving the City’s goals and objectives is establishing a voice in Sacramento. Our firm will accomplish this by maintaining our relationships and communication with key policy makers on your behalf. We strongly recommend you request our firm to set up a series of “action days” in Sacramento to meet with legislators, key committee members and staff, the Governor’s office, and State Agencies to discuss the Cities priorities.
Our firm will be present to represent the City of Fullerton’s positions on Legislation in every pertinent committee, on the floors of both houses, and in front of any state agency overseeing an issue of importance to the City.
Regulatory and Administrative:
The regulatory and administrative process are often the most time consuming and onerous part of advocacy. State Agencies within the State of California have continued to grow as the Legislature has provided many of them with new powers and responsibilities. Moreover, recent state budget investments and legislation have resulted in unprecedented amounts of funding for various projects.
Our firm will monitor, analyze, participate and influence agencies with administrative actions of interest to the City. The process for regulations and funding guidelines will be handled in the same manner as legislative matters. We will work closely with the City to establish policy direction and we will take the necessary steps to best represent the City before the State Agencies.
PROPOSED STAFFING AND ORGANIZATION
The Overall Project Management for Fullerton will be led by Kiley & Associates Chief Counsel, Jayson Braude.
FEDERAL TEAM
At the Federal level, also joining the team will be: Gregory Kiley, President, Kiley & Associates; and Kimberly VanWyhe, Vice President, Kiley & Associates.
Our Federal team is devoted to making sure our clients are our top priority. We are available to help or answer any questions our clients may have. We do not assign clients to a specific staffer 14 in the firm. Instead, you have access to the firm’s full staff at any time. Whenever you and/or your staff requests something from our firm, we get to work on it immediately and report the actions back to you. We will dedicate as many hours as it takes to help the City with any needs that arise. Our client’s needs always come first, and we are responsive, often within minutes, over email, text and phone call.
Our entire team is committed to work with the City of Fullerton for the duration of the project agreement.
Organizational Structure
Jayson Braude (5 years) Project Manager/Chief Counsel - Kiley & Associates Gregory Kiley (14 years) President - Kiley & Associates Kim VanWyhe (6 years) Vice President - Kiley & Associates
Biographies
Gregory T. Kiley–President, Kiley & Associates
Gregory Kiley is President of Kiley & Associates, LLC, a Washington, DC-based policy development and advocacy firm. Since retiring from federal service, he has consulted to federal, state and local governments, and industry and non-profit entities on national security policy and processes. He has written for the Center for Strategic and International Studies (CSIS) among others, focusing on national security and economics. Recent consulting efforts include U.S. Air Force strategic basing decision-making, community relations with the Department of Defense, and interrelations between states and the federal government.
Prior to working in the private sector, Mr. Kiley served 25 years in the federal government, concentrating on defense and national security. He spent six years as a senior professional staff member for the Senate Armed Services Committee (SASC). As lead staff for two SASC subcommittees, his oversight portfolio included all military air and ground systems, military logistics and readiness, and the defense budget. His responsibilities included coordinating and conducting congressional hearings, developing and drafting legislation, and negotiating and staffing passage of annual National Defense Authorization Acts and supplemental spending bills.
Prior to the SASC, Mr. Kiley spent three years as a principal analyst for the National Security Division of the Congressional Budget Office (CBO), concentrating military aviation, logistics and readiness issues.
Mr. Kiley began his professional career in the U.S. Air Force, culminating as a senior pilot, flying C-130 aircraft and deploying throughout the world. Greg lives in Washington, DC with his wife and three daughters.
Jayson J. Braude–Chief Counsel, Kiley & Associates
Jayson Braude is the Chief Counsel to Kiley & Associates. Jayson Braude grew up in the Los Angeles area and is the Grandson of former United States Congressman Glenn Anderson.
Jayson worked for United States Senators Kent Conrad and Sherrod Brown in Washington, DC.
15 After law school, he worked as Legislative Counsel for United States Congresswoman Janice Hahn, where he staffed the Congresswoman on the House Transportation and Infrastructure Committee. He then became the District Director for Congresswoman Nannette Diaz Barragán in her San Pedro office. Jayson has more than ten years of experience in government affairs and maintains contacts all over Capitol Hill and throughout federal, state, and local agencies.
Jayson is a graduate of the UC Santa Barbara and received his law degree from Southwestern Law School in Los Angeles. Jayson is a member of the Washington Bar and resides in Washington, DC.
Kimberly J. VanWyhe–Vice President, Kiley & Associates
Kimberly is currently Vice President of Kiley & Associates, focusing on business development and policy and strategy development. Kimberly received her BA in Political Science from St.
John’s University in 2004 and received her MBA in International Business with a concentration in consulting and holds a certification in Global Oil and Gas Management from the Thunderbird School of Global Management.
Kimberly’s previous professional experience includes working on multiple political campaigns on both the state and federal level, working for the Alaska State Legislature as well as working for the Cohen Group, a defense-oriented consulting firm founded by former Secretary of Defense William Cohen. She then served as the Director of Energy Policy at the American Action Forum, a DC think tank focusing on economic, domestic, and fiscal policy issues.
Kimberly is also the Policy Director for Building Cyber Security, a non-profit organization leading Cyber Physical standards development, education, certifications and labeling authority, advancing the physical security, safety, and privacy in public and private sectors. Kimberly was raised in Fairbanks, Alaska and currently resides in Washington, DC.
STATE TEAM
Joe A. Gonsalves & Son intentionally does not divide up workload. We have three full-time lobbyists in our firm and each lobbyist is fully engaged in our representation of your Agency. As an example, when a sponsored bill is being heard in committee, we will have each of us in committee. One of us will provide testimony, one may be meeting with Members and/or staff in their offices, and one will likely be pulling a member out of committee to request their support. It is very difficult for one lobbyist to actually lobby an entire committee alone. All three of us will be available for the duration of the project and no person will be removed or replaced without the prior written concurrence of the City.
Our entire firm intentionally uses the same [email protected] email address. We do this in order to make sure each member of our firm is aware of the issues of importance as we coordinate our efforts. Whenever we take on an issue, all three lobbyists actively advocate on your behalf.
We are a family firm with three lobbyists, Anthony Gonsalves (father), and his two sons, Jason and Paul Gonsalves. As with most family businesses you can safely assume the organizational 16 structure, with one significant difference, we consider each and every one of our clients to be “the boss”.
Organizational Structure
Anthony D. Gonsalves (44 years) President - Joe A. Gonsalves & Son Jason A. Gonsalves (23 years) Vice President - Joe A. Gonsalves & Son Paul A. Gonsalves (17 years) Lobbyist - Joe A. Gonsalves & Son
Biographies
Anthony D. Gonsalves
Anthony joined Joe A. Gonsalves & Son in 1977. Anthony started his career working for the California State Senate. The political process in Sacramento is truly complex, with over 4 decades of experience; Anthony has had the opportunity to master such complexities.
Anthony is a smart, never-give-up kind of lobbyist. He thinks of every angle. Most lobbyists will slow down at some point; not Anthony. He will not slow down until the job is done. The desire to win for our clients is paramount in his mind.
Anthony is widely recognized as one of Sacramento’s longest tenured and successful lobbyists.
Anthony and his wife Evelyn have been married for 49 years and they have 4 grown sons and 9 grandchildren.
Jason A. Gonsalves
Jason joined Joe A. Gonsalves & Son in 1998. This gave Joe A. Gonsalves & Son the proud distinction of being the first California lobbying firm to have 3 generations lobbying in Sacramento. The firm held this distinction until Joe A. Gonsalves passed away on July 7, 2000.
Jason continues to represent our clients before the Legislature and various state agencies in the areas of; local government finance, utilities and commerce, public employees retirement, workers compensation, telecommunications, and conflict of interest issues.
Over the past two decades, Jason has mastered the internal machinery of the California legislative process and our clients look to him for guidance on the most complex issues such as redevelopment dissolution.
Jason lives in Folsom, CA. with his wife Tracy. They have two children, daughter Taylor and son Joe.
Paul A. Gonsalves
Paul joined the firm in 2004. Paul started his career working at the State Capitol for Assembly Member Rudy Bermudez in 2002.
17 Paul earned his Bachelor of Arts degree in Political Science with a minor in Public Administration and became Certified in Grant Writing from San Diego State University.
Paul’s previous experience working inside the Capitol has benefited our clients tremendously.
He has mastered the process from the inside out and has developed life-long relationships that have enabled him to successfully represent our clients.
Paul has successfully represented our clients before the Legislature and various State Agencies in the area of transportation, environmental quality, water, affordable housing, local governance and telecommunications. In addition, Paul has helped secure millions in State grant funding for our clients.
Paul lives in Loomis, Ca. with his wife Jamie, and their two sons, Parker and Peyton.
18 FEE SCHEDULE/COST PROPOSAL
Like nearly every Washington, DC and Sacramento based firm, we charge a monthly retainer to our City clients for our in-depth advisory and advocacy services. The agreement between the City of Fullerton and the entire team would be a total rate of $8,250 per month. This is a final not-to-exceed annual price of $99,000, no additional costs will be charged over the first two years of the contract.
The retainer is all inclusive of the federal and state legislative advocacy services we provide for your City. We are always on call for our clients and engage nearly daily on numerous activities affecting cities at the federal and state level.
ANNUAL RATE MONTH MONTHLY RATE
$99,000 JANUARY $8,250
FEBRUARY $8,250
MARCH $8,250
APRIL $8,250
MAY $8,250
JUNE $8,250
JULY $8,250
AUGUST $8,250
SEPTEMBER $8,250
OCTOBER $8,250
NOVEMBER $8,250
DECEMBER $8,250
19 APPENDICES
Joe A. Gonsalves & Son Client List – 6 pages
Joe A. Gonsalves & Son Project Funding Secured – 9 pages Joe A. Gonsalves & Son Legislative Accomplishments – 7 pages Joe A. Gonsalves & Son Client Testimonials – 6 pages
30 SECTION VII
STATUS OF PAST AND PRESENT CONTRACT FORM
Firm is required to complete and sign the form entitled Status of Past and Present Contracts provided in this RFP and submit as part of the proposal. Firm shall list the status of past and present contracts where either the firm has provided services as a prime contractor or a sub consultant during the past five (5) years and the contract has ended or will end in termination, settlement or litigation. A separate form shall be completed for each contract. If the contract was terminated, list the reason for termination. Firm must also identify and state the status of any litigation, claims or settlement agreements related to any of the identified contracts. If no contract ended in termination, settlement or litigation, a statement to that effect shall be made on this form. Each form must be signed by the firms confirming that the information provided is true and accurate. Firm is required to submit a copy of the completed form(s) as part of the electronic proposal on the one (1) USB Drive requested.
By signing this Form entitled Status of Past and Present Contracts, I am affirming that all of the information provided is true and accurate.
Signature_________________________ Date___________________________ Name: ___________________________ Title:_____________________________
N/A. Our firm has never been involved in litigation
Gregory Kiley
(202) 544-6897
or settlement. No contract has ever ended by termination.
Gregory Kiley
November 29, 2023
President
31 SECTION VIII
EXCEPTIONS FORM
If your company is taking exception to any of the specifications, terms or conditions (including insurance indemnification and/or proposed contract language) stated in this Request for Qualifications, please indicate below and describe details: (check any that apply). _____ No exceptions taken
_____ Exception taken to the scope of work or specifications _____ Exception taken to indemnification and insurance requirements _____ Exception to proposed contract language
_____ Other
Please explain any of the checked items
______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ PROPOSING FIRM___________________________________________ DATE____________
BUSINESS ADDRESS _________________________________________________________
SIGNATURE OF REPRESENTATIVE: _____________________________________________
BY:_____________________________________ TITLE ______________________________ INSTRUCTION REGARDING SIGNATURE: If proposer is an individual, state "Sole Owner" after signature. If firm is a partnership, signature must be by a general partner, so stated after "Title".
Names of all other partners and their business addresses must be shown below. If proposer is a corporation, signature must be by an authorized officer, so stated after "Title", and the names of the President and Secretary and their business addresses must be shown below:
___________________________________ ______________________________________ ___________________________________ ______________________________________ ___________________________________ ______________________________________ ___________________________________ ______________________________________ xxx
Kiley & Associates, LLC
Nov 29, 2023
636 North Carolina Ave, SE Washinton, DC 20003
Gregory Kiley
President
-- Sole Owner