City of Mountain House - Town Hall Tenant Improvements
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7/16/2025
Code Description Buildings $
Division 01 General Requirement & Design $ 207,700.00
Division 02 Demolition $ 5,100.00
Division 03 Concrete N/A
Division 04 Masonry N/A
Division 05 Metals N/A
Division 06 Wood and Plastics N/A
Division 07 Thermal and Moisture Protection $ 5,300.00
Division 08 Doors and Windows $ 39,800.00
Division 09 Finishes $ 83,100.00
Division 10 Specialties N/A
Division 11 Equipment N/A
Division 12 Furnishings N/A
Division 13 Special Construction N/A
Division 14 Conveying Systems N/A
Division 15 Fire Sprinkler $ 8,700.00
Division 15 Plumbing $ 9,500.00
Division 15 HVAC $ 47,400.00
Division 16 Electrical $ 51,400.00
Total $ 458,000.00
Owner Contingency $ 100,000.00
Public Safety Improvement Allowance $ 300,000.00
GMP Total $ 858,000.00
Diede Construction Inc
485 MOUNTAIN HOUSE DB RFP TOWN HALL IMPROVEMENTS
16 Divison Breakdown
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UP
DN
5 4 3 2 1.3 1
A
B
C
D
E
F
G
B.5
C.7
D.4
OFFICE
TH233.4
OFFICE
TH233.3
OFFICE
TH233.2
OFFICE
TH233.1
OFFICE
TH226.1
OFFICE
TH226.2
OFFICE
TH226.3
MEETING
TH246
OFFICE
TH213
SECURITY
TH245
TRAFFIC CTRL
OFFICE
TH215
OFFICE
TH233.5
OFFICE
TH233.6
OFFICE
TH233.7
OPEN OFFICE
TH233
2 A2
1 A2
STAFF LOUNGE
TH223
STORAGE
TH224
ENGINEERING
TH226
PLAN ROOM
TH239
STAIR
TH229
OFFICE
TH221
OFFICE
TH220
OFFICE
TH219
OFFICE
TH218
TOILET
TH227
TOILET
TH228
ENGINEERING
TH244
IT/SERVER ROOM
TH216
CONFERENCE
TH217
ELEC. ROOM
TH230
CONFERENCE
TH202
OPEN TO BELOW
TOILET
TH203
TOILET
TH204
JANITOR / UTILITY
TH206
OFFICE
TH205A
OFFICE
TH205B
CONFERENCE
TH207
PUBLIC WORKS
TH205
ELEVATOR LOBBY
TH201A
LOBBY
TH201
HALLWAY
TH211
GENERAL MANAGER
TH209
CONFERENCE
TH208
PW DIRECTOR
TH210
MACHINE
ROOM
TH212
STAIR VESTIBULE
TH240
LIBRARY TOWNHALL
AREA
OF
WORK
1/8" = 1'-0"
SECOND FLOOR PLAN
1" = 30'-0"
KEY PLAN - SECOND FLOOR
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Mountain House Page 444 of 621
1. 2.
GRID LINES SHOWN FOR REFERENCE ONLY - ALL DIMENSIONS
SHOWN TO EXISTING ELEMENTS ARE TO FACE OF FINISH
DIMENSIONS NOTED "(E)" PROVIDED FOR REFERENCE ONLY.
INTERIOR WALL TYPE - REF. 6/A8.1 ORIGNAL SET -
TOWNHALL & LIBRARY AS-BUILT FPA SET P1
EXISTING WALL TO REMAIN
NEW WALL
ALIGN ADJACENT FINISH SURFACES
DOOR PUSH / PULL CLEARANCES - REF. _ / T3.1
DIMENSION TO FACE OF STRUCTURE
DIMENSION TO CENTER OF STRUCTURE
DIMENSION TO FACE OF FINISH
5 4 3
C
D
E
C.7
D.4
P14.S
P2 P2 P2
P2
P2
P2
P2
P2
P2
P2
P2
15' - 0"
12' - 6" 12' - 6" 13' - 3"
60" MIN. CLR.
OFFICE
TH233.4
OFFICE
TH233.3
OFFICE
TH233.2
OFFICE
TH233.1
MEETING
TH246
OFFICE
TH213
SECURITY
TH245
TRAFFIC CTRL
OFFICE
TH215
OFFICE
TH233.5
OFFICE
TH233.6
OFFICE
TH233.7
OPEN OFFICE
TH233
2' - 0"
60" MIN. CLR.
9' - 3" 9' - 3"
12' - 0"
60" CLR. 48" CLR.
48" CLR. 60" CLR.
60" CLR. 48" CLR.
CLR.
18"
CLR.
18"
CLR.
18"
CLR.
12"
CLR.
12"
CLR.
12"
12' - 9"
± 18' - 10" (E)
9' - 3"
10" (E) 22' - 6" (E) 24' - 10 5/16"
(E) 48' - 2 5/16"
(E) 56' - 8"
(E) 16' - 8" (E) 10' - 0" (E) 10' - 0" (E) 20' - 0"
ELEC. ROOM
TH230
CONFERENCE
TH202
OPEN TO BELOW
STAIR
TH229 PLAN ROOM
TH239
08.01 08.01
08.01 08.01
08.01 08.01 08.01
08.01 TYP.
08.01 01.02
01.03 01.03 01.02
4 3
G
OFFICE
TH226.1
OFFICE
TH226.2
OFFICE
TH226.3
ENGINEERING
TH226
08.01 08.01 08.01
01.03 01.02 01.03
GENERAL NOTES
KEYNOTES
LEGEND
1/4" = 1'-0" 2 ENLARGED IMPROVEMENT FLOOR PLAN - OFFICE 1/4" = 1'-0" 1 ENLARGED IMPROVEMENT FLOOR PLAN - ENGINEERING (E) EXPOSED STRUCTURAL STEEL DIAGONAL BRACE - PAINT.
(E) EXPOSED STRUCTURAL STEEL COLUMN - PAINT.
(N) WOOD DOOR WITH FULL GLASS LITE AND SIDELITE WITH CLEAR
ANODIZED ALUMINUM FRAME TO MATCH (E)
(N) INTERIOR CLEAR ANODIZED ALUMINUM STOREFRONT TO
MATCH (E)
01.02 01.03
08.01 08.02
3. PROVIDE ELECTRICAL POWER AND DATA OUTLETS AT ALL
NEW INTERIOR FRAMED WALLS
08.02 EXHIBIT 1
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24" x 24" SUSPENDED T. BAR GRID w/ LAY-IN CEILING
TILE - PER ORIGINAL SET - TOWNHALL & LIBRARY
AS-BUILT FPA SET
1. DIMENSIONS NOTED "(E)" PROVIDED FOR REFERENCE ONLY.
4 3
G
OFFICE
TH226.1
OFFICE
TH226.2
OFFICE
TH226.3
ENGINEERING
TH226
10' - 0"
10' - 0" 10' - 0" 10' - 0"
TYP.
09.01 26.04
23.01 26.04
23.01 23.01
26.04 5 4 3
C
D
E
C.7
D.4
(E) 9' - 6"
(E)11' - 0"
(E)11' - 4"
(E)11' - 4"
(E)11' - 4"
(E) 9' - 0"
(E)10' - 0"
10" (E) 22' - 6" (E) 24' - 8 1/2"
(E) 48' - 0 1/2"
15' - 0 5/8" 8' - 5 7/8" 24' - 6"
(E) 56' - 8"
(E) 16' - 8" (E) 10' - 0" (E) 10' - 0" (E) 20' - 0"
9' - 0" 9' - 0" 9' - 0"
9' - 4"
OFFICE
TH233.4
OFFICE
TH233.3
OFFICE
TH233.2
OFFICE
TH233.1
OFFICE
TH233.5 OFFICE
TH233.6
OFFICE
TH233.7
OPEN OFFICE
TH233
ELEC. ROOM
TH230
CONFERENCE
TH202
OFFICE
TH213
MEETING
TH246
SECURITY
TH245
TRAFFIC CTRL
OFFICE
TH215
STAIR
TH229
PLAN ROOM
TH239
10' - 0"
TYP.
09.01 TYP.
09.01 10.01 10.01
TYP.
09.01 26.01
9' - 6"
9' - 6"
9' - 6"
9' - 6"
OPEN TO STRUCTURE
ABOVE
IT/SERVER ROOM
TH216
ELEVATOR LOBBY
TH201A
LOBBY
TH201
26.01 26.01
26.01 26.01
26.03 26.03
26.03 26.03
26.02 26.02
26.02 26.02
26.01 09.01
02.01 23.01
26.04 23.01
26.04 23.01
26.04 26.04
23.01 23.01
26.04 23.01
26.04 23.01
26.04 23.01
26.04 LEGEND
GENERAL NOTES
KEYNOTES
1/4" = 1'-0" 1 ENLARGED REFLECTED CEILING PLAN - ENGINEERING 1/4" = 1'-0" 2 ENLARGED REFLECTED CEILING PLAN - OFFICE REMOVE PORTION OF (E) GYP. BD. SOFFIT AS REQUIRED FOR (N) SUSPENDED CEILING.
(E) SKYLIGHT TO REMAIN
REMOVE PORTION OF (E) SUSPENDED CEILING AS REQUIRED FOR (N) WALL FRAMING. INFILL SUSPENDED CEILING TO MATCH (E) AFTER WALL IS FRAMED.
6" EXTRUDED ALUMINUM SUSPENDED CEILING PERIMETER TRIM
(ARMSTRONG AXIOM OR EQ.) TO FINISH CEILING EDGE AT OPENING TO (E) SKYLIGHT ABOVE.
(N) SUSPENDED CEILING SYSTEM BELOW (E) GYP. BD. CEILING.
MATCH (E) SUSPENDED CEILING SYSTEM.
EXTEND SUPPLY & RETURN DUCTWORK TO OFFICE; PROVIDE (N)
DIFFUSERS IN SUSPENDED CEILING; ADJUST FIRE SPRINKLERS AS REQUIRED. DESIGN-BUILDER TO DETERMINE EXACT SCOPE TO
MEET CODE REQUIREMENTS AND PERFORMANCE CRITERIA OF
SIMILAR (E) ROOM IN BUILDING.
(E) LIGHT FIXTURE TO BE RELOCATED PER PLAN
(E) LIGHT FIXTURE TO REMAIN - PROTECT IN PLACE
RELOCATED LIGHT FIXTURE
PROVIDE (N) LAY-IN LIGHT FIXTURES IN SUSPENDED CEILING.
DESIGN-BUILDER TO DETERMINE EXACT SCOPE TO MEET CODE
REQUIREMENTS AND PERFORMANCE CRITERIA OF SIMILAR (E)
ROOM IN BUILDING.
02.01 02.02
09.01 10.01
10.02 23.01
26.01 26.02
26.03 26.04
10.02 02.01 10.02 02.01 10.02 02.01 02.02 02.01 02.02 02.01 02.02 02.01 02.02 02.01 02.02 02.01 02.02 02.01 02.02 02.01 02.02 02.01 12' - 0" CEILING HEIGHT ABOVE FINISH FLOOR LEVEL
EXHIBIT 1
Mountain House Page 446 of 621
1 REQUEST FOR PROPOSAL
NOTICE IS HEREBY GIVEN THAT THE CITY MANAGER FOR THE CITY OF MOUNTAIN HOUSE SHALL RECEIVE FORMAL PROPOSALS FOR:
PROVIDE FINAL DESIGN AND CONSTRUCTION SERVICES FOR
THE CITY OF MOUNTAIN HOUSE TOWN HALL TENANT IMPROVEMENTS
FACILITY DESIGN/BUILD CONTRACT
A MANDATORY PRE-BID JOB WALK WILL BE HELD
June 24, 2025, AT 10 AM PST
at Town Hall - 251 South Main Street, Mountain House, California 95391 RESPONSE DEADLINE: One (1) electronic Proposal must be submitted to the City of Mountain House by
3 P.M. PST, July 9, 2025.
Submit the electronic copy to Harold Holland at [email protected] The city will reject any proposals received after 3 P.M. on July 9, 2025, such proposals shall be discarded unopened.
Proposals will be evaluated by the City Staff for review following the procedures set forth within this RFP
Should you have any questions regarding this RFP, please contact:
Harold Holland, Design Build consultant
City of Mountain House
[email protected]
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2 TABLE OF CONTENTS
1 INTRODUCTION ...................................................................................................................................................... 3 2 LOCATION AND GENERAL BACKGROUND .............................................................................................................. 3 3 SERVICE CATEGORIES ............................................................................................................................................. 4 4 SUBMITTAL REQUIREMENTS ................................................................................................................................... 6 A. Development Team Qualifications 6
B. Proposed Scope of Work 7
C. Price Proposal and Budget for Project 8
5 INSURANCE REQUIREMENTS .................................................................................................................................. 8 6 AGREEMENT ........................................................................................................................................................... 8 7 SUBMITTAL OF PROPOSAL ..................................................................................................................................... 9 8 PROPOSAL ............................................................................................................................................................ 10 9 EVALUATION PROCESS ......................................................................................................................................... 10 10 PROPOSAL TERMS AND CONDITIONS .................................................................................................................. 11 EXHIBIT A- SIGNATURE SHEET .............................................................................................................................................. 14 EXHIBIT B- SAMPLE AGREEMENT ......................................................................................................................................... 15 EXHIBIT C- SCHEMATIC PLANS ............................................................................................................................................. 34 RFP - TOWN HALL IMPROVEMENTS CITY OF MOUNTAIN HOUSE EXHIBIT 1 Item 8.4
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3 1 INTRODUCTION
City of Mountain House was incorporated on July 1, 2024. The city is an all-inclusive, family-oriented community that serves today's vibrant and exhilarating lifestyle. You will find yourself free from the fast pace of the city while only a short drive away. The villages boast an assortment of amenities that include state-of-the-art schools, gorgeous parks, countless recreation choices, and cutting-edge technology. Here, sidewalks bring families, lifestyle, and community together. 2 LOCATION AND GENERAL BACKGROUND
The City of Mountain House is in western San Joaquin County. Development activity in Mountain House is facilitated by way of a comprehensive Master Plan. The city comprises of a City Manager, Mayor and four (4) city council members.
Construction of backbone infrastructure in Mountain House began in 1996 and home construction began in 2003 and as of 2024 Mountain House has reached a population of 29,000 representing the halfway mark, in terms of an anticipated buildout. The Master Plan envisions a community with 12 separate neighborhoods ("Villages"), plus a Town Center that will provide about 21,000 jobs. In addition, each Village has an elementary school, neighborhood Park, and Commercial space. It will eventually have approximately 16,000 dwelling units for an estimated population of 45,000 residents. The City currently serves approximately 8,350 rooftops, with an average of 200 to 400 new homes built per year.
The City of Mountain House is one of the few public agencies that enforce Master Restrictions, like Conditions, Covenants & Restrictions (CC &Rs)
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4 3 SERVICE CATEGORIES
GENERAL NATURE OF SERVICES
The City of Mountain House (“City”) is soliciting proposals for development services from qualified firms (“Prime Consultant”) for final design and construction services for the Town Hall Facility (“the Project”). The city will retain one firm to design and construct the Project.
The Project design is approximately 30% complete. Design and Construction work will be performed within a Guaranteed Maximum Price (“GMP”) in the range of One million dollars, the estimated budget for the project. The firm selected must have the ability to provide the full range of services necessary to complete all phases of the project as defined in the “Scope of Services Section.” The selection process will include reviewing proposals by the City’s Selection Committee tentatively scheduling up to two firms for oral interviews to be conducted in the week of July, 24, 2025. The city anticipates retaining a design build contractor in the month of August 2025 Services will include but are not limited to:
The Town Hall Facility is in Mountain House, located at 251 South Main Street. The tenant improvements are in the building. There are two components to the project:
1. An area of the first floor is identified for public safety. Programming and plans for first floor improvements have not been completed. Proposers shall include in their bids an allowance in the amount specified in Section IV below for design and construction of first floor improvements.
2. The second-floor scope consists of interior office improvements as shown on concept plans attached as Exhibit C. Proposers shall provide a Guaranteed Maximum Price for the final design and construction of the second-floor interior improvements.
The City of Mountain House seeks a project team under a single, responsible prime consultant (“Prime Consultant”). The City will only enter a contract with the Prime Consultant. The Prime Consultant will furnish the Project Manager and assemble a team with all the necessary architectural, engineering and construction disciplines to complete the scope of services.
The selected Prime Consultant shall be guided by the requirements of the attached drawings and shall coordinate its work with the City of Mountain House (“City”) and with other team members.
The team, as directed by the Prime Consultant, will prepare all necessary applications for permits and approvals, provide final design drawings, construction specifications, final construction contract documents, construction, and construction administration.
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5 Communications:
A. Designate a single point of contact and commit that person for the duration of the Project to provide timely information and communication related to the Project.
B. Establish and adhere to an established communication protocol between the Owner’s Representative and Team.
Planning and Design:
Prepare Project design/construction milestones and schedule and ensure that the Project stays on course in relation to schedule and budget. Project will be constructed in accordance with plans, specifications, engineering standards, including those of the City of Mountain House on line @ www.mountainhouseca.gov/home/showpublisheddocument/3242/638621918236728905 The As-Builts of town hall are available on a drop box link https://www.dropbox.com/scl/fi/wmzq4qrce4h8md2lsysd4/Town-Hall-Library-As-Built-FPA-SET-03-10- 2020.pdf?rlkey=fv41mbbhp6c04pnw4np1mc2jx&dl=0
Prevailing wage rates are required for this project according to state labor laws. Prevailing wage Prevailing rates can be found by logging into:
http://www.dir.ca.gov/dlsr/DPreWageDetermination.htm
A. All applicable federal, state, and local laws and regulations apply.
B. As necessary and in consultation with the Owner’s Representative, prepare applications for, coordinate, and secure permits from all permitting and regulatory agencies.
C. Provide all necessary and appropriate architectural, structural, electrical, mechanical, and civil, geotechnical, environmental and landscape consultation and engineering services for construction of the Project. All design professionals shall be duly licensed by the State of California in their respective fields.
D. Construct the Project. Provide construction supervision, labor, materials, tools, construction equipment, and subcontracted items necessary for the execution and completion of the Project.
E. Attend periodic meetings with the City of Mountain House to review Project progress.
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6 PROJECT DESCRIPTION
The attached concept plans (Exhibit C) represent the City’s intent for the project and shall be the basis of the Proposer’s GMP. The selected Prime Consultant will be expected to collaborate with the City to construct these Facility improvements.
SCOPE OF PROJECT
The scope of tenant improvement work on the second floor includes the construction of new private offices within existing Open Office Room TH233 and Engineering Room TH226, and the enclosing of Room TH246 by a new partition wall to create a meeting room. The concept plans (Exhibit C ) describe the preferred layout of the new offices and meeting room.
It shall be the Design-Builder’s responsibility to finalize the design of the tenant improvement including adjustments and alterations to electrical, telecommunications, mechanical (HVAC), and lighting systems within the area of work. All improvement work shall be consistent with and of the same or higher quality than the existing building construction and systems. Plans and specifications for the existing building are provided to Design-Build Proposers for reference and represent the basis of design for all products and systems, as applicable. Wherever possible and practicable, new products and systems installed as part of this project shall match the existing products and systems.
CAD files of the concept plans will be made available to the selected Design-Builder.
The City has identified principles that are integral to achieving the Project’s intent. These principles should guide proponents in assembling the appropriate team and anticipating the approach to the Project. The top-level principles are as follows:
The Project must meet high functional and finish standards yet be affordable. The Project must provide high quality, low maintenance facilities. The following design recommendations provided for general guidance: Primary design purpose should be functionality Best Value determined by objectives relative to price and functionality. The structures and appurtenances designed to minimize maintenance costs. 4 SUBMITTAL REQUIREMENTS
The following information is provided as part of your proposal.
A. DEVELOPMENT TEAM QUALIFICATIONS
A-1. Relevant Experience: Provide information about both the firm and the personnel assigned to this Project. Provide résumés for senior personnel assigned to the Project RFP - TOWN HALL IMPROVEMENTS CITY OF MOUNTAIN HOUSE EXHIBIT 1 Item 8.4
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7 full-time, part-time, and for personnel significantly involved at corporate level, and describe their role in the Project. Please keep in mind that the contract with the selected team will require that the Project team not substitute any individuals or firms for those previously identified without the written permission of the City.
A-2. Relevant Projects: Provide descriptions for relevant projects that the firm, and assigned personnel, have worked on within the past ten years. The city recognizes that relevant individual experience may have occurred during previous professional affiliations.
Respondents are encouraged to note these circumstances. Identify and describe relevant previous projects including: Location Relevance to Project Size, budget and cost Client and principal operator Date of completion Key personnel References and contact information Project delivery methods (i.e. design-build, design-bid-build, etc.) A-3 Subconsultants: Provide a list of sub-consultants to be used, if any, and their expertise.
A-4 Project Approach: Provide a brief description of the proposed Team organization and approach for each of the scope of work items listed previously in this RFP, including a schedule for task completion.
A-5. Financial Information: Provide demonstrated financial capability to provide a 100% performance and material and labor bond, guarantee the established GMP, and absorb cost overruns that may occur.
A-6. Guarantee/ Warranties: The Prime Consultant must guarantee that the completed work be and remain free of defects of workmanship and materials for a period of one year from the date of Notice of Completion, unless a longer guarantee period is specifically required in the contract.
A-7. Insurance: Provide proof of insurance requirements as specified under “General Terms and Conditions".
B. PROPOSED SCOPE OF WORK
B-1. Understanding of Scope: Present your team’s understanding of the scope of services required for the Project and any clarifications that you believe are necessary. What are the issues that may have the greatest impact on cost and schedule? RFP - TOWN HALL IMPROVEMENTS CITY OF MOUNTAIN HOUSE EXHIBIT 1 Item 8.4
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8 B-2. Work Plan: Describe your team’s approach to the Project. Highlight any innovative ideas in your approach that may have the greatest impact on minimizing Project costs while providing a quality Project within an aggressive schedule.
B-3. Project Schedule: Provide a preliminary Project schedule. Illustrate key milestone dates for final design, construction, and owner review.
B-4. Team Challenges: What do you see as the greatest challenges in assembling and working in a design-build team? How will these issues best be resolved.
C. PRICE PROPOSAL AND BUDGET FOR PROJECT
A Guaranteed Maximum Price Proposal (“GMP”) is to be submitted in Construction Specifications Institute sixteen-division format by all firms. GMP proposals are to include a $100,000 contingency. $300,000 allowances for the public safety improvement also included in final pricing.
One copy of the price proposal is to be submitted:
One (1) electronic Proposal (RFP) must be submitted to the City of Mountain House Submit the electronic copy to Harold Holland at [email protected] 5 INSURANCE REQUIREMENTS
The City shall require the firm selected, before the commencement of work, to provide evidence of appropriate professional liability insurance, errors and omissions insurance (if applicable), and workers' compensation insurance coverage. Describe your firm's present coverage and amounts of coverage. A copy of the City’s Standard Agreement is available upon request.
Such coverage must be provided by an insurance company authorized to do business in the State of California. Certificates must name the City of Mountain House as "Insured." It must ensure that the contractor's policy is the primary of any insurance carried by the city and that the policy will not be canceled or materially changed without thirty (30) days prior notice, in writing, from the city. The successful firm must agree, if awarded a contract as a result of its RFP, to indemnify and hold harmless City of Mountain House, its officers, agents, and employees from any and all claims and losses accruing or resulting to persons engaged in the work contemplated by its RFP, or to persons who may be injured or damaged by the firm or its agents in the performance of the work. Prior to the commencement of any work, these and other provisions shall be established contractually.
The Agreement shall include the requirements of this RFP as well as the respondent's responses to this RFP.
6 AGREEMENT
A sample agreement is attached. See Attachment 1. The Consultants are expected to sign the Agreement upon selection. If you have any comments on the Agreement, please provide those comments. However, the City is under no obligation to accept or incorporate the comments in the final contract.
RFP - TOWN HALL IMPROVEMENTS CITY OF MOUNTAIN HOUSE EXHIBIT 1 Item 8.4
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9 7 SUBMITTAL OF PROPOSAL
Please submit one (1) electronic copy (PDF) addressed to City of Mountain House
Request for Proposal Design Build Town Hall
Harold Holland
Special projects Director
251 E. Main Street, Mountain House, CA 95391
Submit the electronic copy to Harold Holland at: [email protected] All RFPs received shall be confidential and shall be retained by the City of Mountain House. Faxed submittal of proposal will not be accepted.
Thereafter submitted for review in accordance with the procedures set forth within this RFP. It is the policy of the City to reject and discard any RFP that is received late.
The City is not liable for any costs or expenses incurred in the preparation of the proposal and may withdraw or modify this request at any time without jeopardy or prejudice. The City reserves the right to:
• Reject all proposals
• Request additional information concerning any submitted proposal for purposes of clarification. • Accept or negotiate any modification to any proposal following the deadline for receipt of proposal.
• Waive any irregularities if doing so would serve the best interests of the City.
All inquiries regarding the contents or outcome of this RFP should be submitted in writing to Harold Holland, at the above address, via email to [email protected]. Questions regarding the contents of the RFP need to be submitted by 3:00 P.M, June 27, 2025.
OPOSEDHEDULE
The city believes the Prime Consultant selection schedule will be as follows:
RFP Release June 18, 2025
Mandatory Pre-Bid Conference June 24, 2025, 10:00am
Questions Due June 27, 2025, 3:00pm
Response to Questions/Answers Sent July 2, 2025
Proposals Due July 9, 2025, 3:00pm
Selection/Short-list Prepared July 14, 2025
Short-list Interviews July 24, 2025 (week of)
Recommendation for Selection made July 29, 2025
City Council Approves Contract August 13, 2025
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10 8 PROPOSAL INTERPRETATIONS AND ADDENDA
Any change to or interpretation of this RFP by the City will be sent to each firm to whom an RFP has been issued.
Any such changes or interpretations shall become part of the RFP for incorporation into any agreement awarded pursuant to this RFP.
9 EVALUATION PROCESS
A) EVALUATION AND SCORING CRITERIA
The city will evaluate all proposals deemed complete and responsive to this RFP through an evaluation panel selected by the city. The following criteria will be used for evaluation:
1. Understanding (25%): Understanding of the Scope of Work; demonstrated knowledge of the work; identification and knowledge of Federal, State, County, District, and other agency requirements, as applicable to the requested services.
2. Qualifications and Experience (25%): The technical expertise and professional competence in areas directly related to this RFP; for each proposed candidate required number of years of experience in performing similar work; demonstrated ability to manage and coordinate the services, deliver quality products/services, be a reliable service provider, stay within budget, and meet deadlines; level of experience and training of key personnel assigned, including sub-consultants, if applicable; strength and stability of the firm; breadth and depth of resources.
3. Approach to Scope of Services (30%): The methodology and systems reflecting the ability to provide the requested services; thorough discussion of objectives; sensitive approach to public and regulatory concerns; management, coordination of services and quality controls; attention to detail and creativity.
4. Proposal Cost (20%): Cost for providing the proposed scope of services and corresponding quality of work The City reserves the right to modify the composition of the review committee and retains full discretion in determining the applicability and weight of the evaluation criteria listed above. During the evaluation process, the City reserves the right, where it may serve the City’s best interest, to request additional information or clarification from Proposers, or to allow corrections of errors or omissions.
B) SHORT-LIST SELECTION
The City expects to select two or more proposers from the RFP responses to continue with further evaluation. The short-listed proposers will be contacted in writing regarding their status as short-listed proposers. Additional discoveries may be made to assist in selecting the short list of proposers. The city may request an interview from the short-listed firms to further assist in RFP - TOWN HALL IMPROVEMENTS CITY OF MOUNTAIN HOUSE EXHIBIT 1 Item 8.4
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11 the selection process. Should the City choose to require an interview process, the proposer will be required to make a short presentation, followed by a question-and-answer period.
C) FINAL SELECTION
The finalist will be selected by compiling the qualifications, references, and price evaluation criteria and selecting the one top ranked proposer that the City feels would make the best Design and Construction services provider. The City may, at its discretion, select two finalists if it believes that two proposers are so close as to consider the evaluation a draw. In this case, the two proposers will be taken through negotiation. The best- negotiated solution will become the finalist and will be contracted to provide the proposed solution. If agreement cannot be reached with the top ranked proposer, the City will dismiss the proposer and begin negotiation with the second ranked proposer.
D) SOLUTION CONFIRMATION / BEST AND FINAL OFFER
Upon selection of the finalist, the City and the finalist will meet to enable both parties to confirm all requirements and representations to complete the best and final offer. This meeting may include additional demonstrations, confirmation of information, or any additional items that either party requires to be confirmed. The proposer will then complete their best and final offer.
The best and final offer will form the basis for contract negotiation.
E) CONTRACT NEGOTIATION
At the conclusion of solution confirmation and best and final offer, the City will enter contract negotiations with the finalist. The final negotiated contract, along with the best and final offer, will be submitted to the city council for approval.
Each proposal will be reviewed against the terms of this RFP to determine if the submittal is complete and responsive and how well the Proposer satisfies the evaluation criteria. The City may reject any submittal found incomplete, unresponsive, or not in compliance with the format requirements outlined in this RFP. A submittal may be determined to be unresponsive is any aspect is found to be unacceptable or contrary to the best interest of the City. Proposals will be screened administratively by the City staff. The staff will review and consider the experience and qualifications of all the submitting firms/individuals. Include three references for similar services during the last five years. Past performance and references will be reviewed.
During the evaluation process, the City reserves the right where it may serve the City's best interest, to request additional information or clarification from proposing firms or to allow corrections of minor errors and/or omissions within proposal. The references and qualifications of the firms shall be verified by the City before the approval of any contract.
10 PROPOSAL TERMS AND CONDITIONS
1. This RFP does not commit the City entering into an agreement, to pay any cost incurred in the preparation of a submittal to this request or in subsequent negotiations, or to procure or contract for the project.
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12 2. At any time prior to the specified time and date set for the submission, a person/firm, or their designated representative, may withdraw their proposal by written request signed by the Proposer or authorized representative.
3. It is the Proposer’s responsibility alone to ensure delivery of a Proposal to the RFP administrator prior to the submittal deadline stipulated in this RFP. The official time clock which will establish the submittal deadline will be determined by the City. Late proposal submissions will not be accepted or considered.
4. The issuance of this RFP and the acceptance of a proposal do not constitute an agreement by the City that any contract will be entered into by the City. The City expressly reserves the right, at the City’s sole discretion, to:
Reject any or all proposals.
Reissue an RFP.
Extend the time frame for submission of the proposals by notification to all parties who have registered an interest in this RFP with the City. Request more information from any or all applicants.
Waive any immaterial defect or informality.
Decline to go forward with the RFP. The City expressly reserves the right not to proceed to contract under this RPP.
Reject any Subcontractor or Contractor proposed by the Proposer. Accept whichever proposal(s) that may be in the best interest of the City.
5. This RFP, or any part of it, and the Proposer’s submission, may be incorporated into and made a part of the Agreement. The City reserves the right to further negotiate and/or modify the terms and conditions of the Agreement. Final terms of any agreement will be established during negotiations. Negotiations may be terminated by the City for failure to reach mutually acceptable terms and the City may award the Agreement to the next qualified Proposer.
6. Proposals become the property of the City and information contained therein shall become public documents subject to disclosure laws after the contract is awarded. (Government Code Section 6250 et seq.). The City reserves the right to make use of any information or idea contained in the Proposal. The proposer must notify the City in advance of any proprietary or confidential materials contained in the Proposal and provide justification for not making such material public. The City will have the sole discretion to disclose or not disclose such material subject to state law. All materials, ideas, and formats submitted in response to this RFP will become the property of the City upon receipt.
7. The selected Proposer will be required to provide evidence of liability insurance pursuant to City requirements prior to Agreement execution (see Attachment 1 for insurance requirements). The City will require certificates of insurance and additional insured endorsements, as specified in Exhibit A of the Sample Agreement.
8. Consultant shall obtain a City Business License prior to commencing any work.
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13 9. The selected Proposer will maintain any required professional licenses and registrations during the life of the contract with the City.
10. The Proposer may utilize the services of subcontractors on those parts of the work which, under normal contracting practices, are performed by specialty subcontractors. Unless a specific subcontractor is listed by the Proposer, Proposer is representing to City that Proposer has all appropriate licenses, certifications, and registrations to perform the work hereunder. After submission of the proposal, the Proposer shall not award work to any unlisted subcontractor without prior written approval of the City. The proposer shall be fully responsible to the City for the performance of his/her subcontractors, and of persons either directly or indirectly employed by them. Nothing contained herein shall create any contractual relation between any subcontractor and the City.
11. Proposers are responsible for making all necessary investigations and examination of records related to this RFP. Failure to do so will not act to relieve any condition of a potential Agreement or the requirements set out in this RFP. It is mutually understood and agreed that the submission of a proposal shall be considered evidence that the Proposer has made such examinations and investigations. No request for modification of proposal shall be considered after its submission on the grounds that the Proposer was not fully informed as to any fact or condition.
12. Proposers are responsible for reviewing all portions of this RFP. Proposers are to promptly notify the City, in writing, if the proposer discovers any ambiguity, discrepancy, omission or other error in the RFP. Any such notification should be directed to the city promptly after discovery, but in no event later than the deadline for clarifications or corrections stipulated in this RFP. Protests of the contract award must be conducted, no later than five (5) working days after the aggrieved party knows or should have known of the facts giving rise to the protest.
13. The City may, from time to time, issue Addenda to the RFP. Proposers are responsible for ensuring that they have received all Addenda. Each Proposer is responsible for verifying that it has received all Addenda issued, if any. Proposers must acknowledge receipt of all Addenda, if any, in their proposals. Failure to acknowledge receipt of all Addenda may cause a Proposal to be deemed incomplete and non-responsive.
14. The City reserves the right to contract with other firms during the contract term or to issue multiple contracts for individual aspects of the project as may be deemed in the best interests of the City.
15. The City’s payment terms are 30 (thirty) days from the receipt of an original invoice and the city’s acceptance of the quantity and quality of the services being billed. The City reserves the right to delay any post-termination payment until completion or confirmed abandonment of the project, as may be determined in the City’s sole discretion, to permit a full and complete accounting of costs.
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14 EXHIBIT A- SIGNATURE SHEET
My signature certifies that the proposal as submitted complies with all terms and conditions as set forth in this RFP. My signature certifies that this firm has no business or personal relationships with any other companies or person that could be considered a conflict of interest, or potential conflict of interest to the City of Mountain House, pertaining to any and all work or services to be performed because of this request and any resulting Contract with the city.
The Proposer hereby certifies that it has:
Read every clause of this RFP.
Included all costs necessary to complete the specified work in its proposed prices. Agreed that if it is awarded the Contract, it will make no claim against the City based upon misunderstanding of any provision of the Agreement. Should conditions turn out otherwise than anticipated by it, the Proposer agrees to assume all risks incident thereto.
I hereby certify that I am authorized to sign as a Representative for the Firm:
Name of Firm:
Address:
Federal ID No:
Name (type/print):
Title:
Telephone: Fax:
Email: Date:
To receive consideration for the award, this signature sheet must be returned with the Proposal.
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32 EXHIBIT C- SCHEMATIC PLANS
THE SECOND FLOOR INCLUDES THE CONSTRUCTION OF NEW PRIVATE OFFICES WITHIN EXISTING OPEN OFFICE ROOM TH233 AND ENGINEERING ROOM TH226, AND THE ENCLOSING OF ROOM TH246 BY A NEW PARTITION WALL TO CREATE A MEETING ROOM.
NORTHERN PRIVATE OFFICES
TH226
4 3
G
OFFICE
92 SF
OFFICE
142 SF
OFFICE
96 SF
9' - 3 1/2" 13' - 10". 9' - 8"
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33 PRIVATE OFFICES – TH233
ENCLOSE
CONFERENCE
ROOM – TH246
PRIVATE OFFICES – TH233
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CONTRACT ID # A-2526-33
12 EXHIBIT B
COMPENSATION SCHEDULE & REIMBURSABLE EXPENSES
1) Compensation Schedule.
2) Reimbursable Expenses.
Reimbursable expenses for Consultants working for City of Mountain House shall follow the guidelines outlined below. An invoice and receipts, outlining travel expenses, shall be submitted to City of Mountain House after the travel has occurred.
Expense Type Reimbursement Policies Receipt Required
Airfare Actual cost of the least expensive class available.
Business class and first class are not reimbursable.
Yes
Airline Baggage Fees Actual expense. Yes
Rental Car Reimbursement for rental cars will be for a
standard size car or smaller and will be
reimbursed for the actual expense.
Yes
Airport Shuttle Actual expense, including gratuity. Yes Taxi Actual expense, including gratuity. Yes
EXHIBIT 1
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CONTRACT ID # A-2526-33
13 Meals & Incidentals Actual expense, including gratuity. Itemized receipts must be included for reimbursement. No
alcohol.
Other incidentals per itemized receipt.
Yes
Hotel Lodging obtained will be reasonable and in line
with the moderate priced hotels for the area.
Reimbursement will be only for room charge,
taxes, and parking (if applicable).
Itemized receipts must be included for
reimbursement.
Yes
Privately Owned Vehicle
Mileage Rate
IRS allowable rate for the current year. No
Office Incidentals Actual expense.
Copies/printing, courier/express delivery fees,
phone calls.
Yes
EXHIBIT 1
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CONTRACT ID # A-2526-33
14 EXHIBIT C
INSURANCE REQUIREMENTS
1) Required Coverage. Consultant shall maintain all required insurance listed herein for the duration of this Agreement.
TYPE OF INSURANCE MINIMUM LIMITS
Commercial General Liability
Premises Liability; Products and Completed
Operations; Contractual Liability; Personal
Injury and Advertising Liability
$1,000,000 per occurrence;
Bodily Injury and Property Damage
$2,000,00 in the aggregate; Commercial general
coverage shall be at least as broad as Insurance
Services Office Commercial General Liability
occurrence form CG 0001 (most recent edition)
covering comprehensive General Liability on an
“occurrence” basis
Commercial or Business Automobile
Liability
All owned vehicles, hired or leased
vehicles, non-owned, borrowed and
permissive uses. Personal Automobile
Liability is acceptable for individual
Consultants with no transportation or
hauling related activities
$1,000,000 per occurrence;
Any Auto; Bodily Injury and Property Damage.
Automobile coverage shall be at least as broad as
Insurance Services Office Automobile Liability
form CA 0001 (most recent edition), Code 1 (any
auto). No endorsement shall be attached limiting
the coverage.
Workers’ Compensation (WC) and
Employers Liability (EL)
Required for all Consultants with
employees
WC: Statutory Limits
EL: $100,000 per accident for bodily injury or
disease. Consultant may rely on a self-insurance
program to meet those requirements, but only if the
program of self-insurance complies fully with the
provisions of the California Labor Code. The
insurer shall waive all rights of subrogation against
City of Mountain House and its officers, officials,
employees, and volunteers for loss arising from
Work performed under this Agreement
Professional Liability/Errors &
Omissions
Required for all Consultants performing
services with licensed professionals.
Includes endorsements of contractual
liability
$1,000,000 per occurrence
$2,000,000 policy aggregate; Any deductible or
self-insured retention shall not exceed $150,000 per
claim
EXHIBIT 1
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CONTRACT ID # A-2526-33
15 2) Additional requirements. Each of the following shall be included in the insurance coverage or added as a certified endorsement to the policy:
a) Term. All required insurance shall be maintained during the entire term of the Agreement with the following exception: Insurance policies and coverage(s) written on a claims-made basis shall be maintained during the entire term of the Agreement and until three (3) years following termination and acceptance of all Work provided under the Agreement, with the retroactive date of said insurance (as may be applicable) concurrent with the commencement of activities pursuant to this Agreement. b) Additional Insured. All insurance required above with the exception of Professional Liability, Personal Automobile Liability, Workers’ Compensation and Employers Liability, shall be endorsed to name as additional insured: City of Mountain House, its Board of Directors, and all City of Mountain House officers, agents, employees, volunteers and representatives.
c) Primary Insurance. For any claims related to this Agreement or the Work hereunder, the Consultant’s insurance covered shall be primary insurance as respects City of Mountain House, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by City of Mountain House, its officers, officials, employees, or volunteers shall be excess of the Consultant’s insurance and shall not contribute with it. d) Cancellation. Each insurance policy required by this clause shall be endorsed to state that coverage shall not be canceled by either party, except after 30 days’ prior written notice has been provided to City of Mountain House.
e) Certificates of Insurance. Before commencing operations under this Agreement, Consultant shall provide Certificate(s) of Insurance and applicable insurance endorsements, in form and satisfactory to City of Mountain House, evidencing that all required insurance coverage is in effect. City of Mountain House reserves the rights to require the Consultant to provide complete, certified copies of all required insurance policies.
f) Sub-Consultants. Consultant shall include all sub-Consultants as an insured (covered party) under its policies or shall furnish separate certificates and endorsements for each sub-Consultant. All coverages for sub-Consultants shall be subject to all of the requirements stated herein.
g) Claims-made limitations. The following provisions shall apply if the professional liability coverage is written on a claims-made form:
i) The retroactive date of the policy must be shown and must be before the date of the Agreement.
ii) Insurance must be maintained and evidence of insurance must be provided for at least five years after completion of the Agreement or the Work, so long as commercially available at reasonable rates.
iii) If coverage is canceled or not renewed and it is not replaced with another claimsmade policy form with a retroactive date that precedes the date of this Agreement, EXHIBIT 1
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CONTRACT ID # A-2526-33
16 Consultant must purchase an extended period coverage for a minimum of three (3) years after completion of Work under this Agreement. iv) A copy of the claim reporting requirements must be submitted to City of Mountain House for review prior to the commencement of any Work under this Agreement.
3) All Policies Requirements.
a) Acceptability of insurers. All insurance required by this section is to be placed with insurers with a Bests' rating of no less than A:VII. Insurance shall be maintained through an insurer with a minimum A.M. Best Rating of A- or better, with deductible amounts acceptable to City of Mountain House. Acceptance of Consultant’s insurance by City of Mountain House shall not relieve or decrease the liability of Consultant hereunder. Any deductible or self-insured retention amount or other similar obligation under the policies shall be the sole responsibility of the Consultant.
b) Deductibles and Self-Insured Retentions. Consultant shall disclose to and obtain the written approval of City of Mountain House for the self-insured retentions and deductibles before beginning any of the Work called for by any term of this Agreement.
At the option of City of Mountain House, either: the insurer shall reduce or eliminate such deductibles or self-insured retentions as respects City of Mountain House, its officers, employees, and volunteers; or the Consultant shall provide a financial guarantee satisfactory to City of Mountain House guaranteeing payment of losses and related investigations, claim administration and defense expenses. c) Wasting Policies. No policy required by this Section 4 shall include a “wasting” policy limit (i.e. limit that is eroded by the cost of defense). d) Waiver of Subrogation. Consultant hereby agrees to waive subrogation which any insurer or Consultant may require from vendor by virtue of the payment of any loss.
Consultant agrees to obtain any endorsements that may be necessary to affect this waiver of subrogation. The Workers’ Compensation policy shall be endorsed with a waiver of subrogation in favor of the entity for all Work performed by Consultant, its employees, agents, and sub-Consultants.
4) Remedies. In addition to any other remedies City of Mountain House may have if Consultant fails to provide or maintain any insurance policies or policy endorsements to the extent and within the time herein required, City of Mountain House may, at its sole option exercise any of the following remedies, which are alternatives to other remedies City of Mountain House may have and are not the exclusive remedy for Consultant’s breach:
a) Obtain such insurance and deduct and retain the amount of the premiums for such insurance from any sums due under the Agreement;
b) Order Consultant to stop work under this Agreement or withhold any payment that becomes due to Consultant hereunder, or both stop work and withhold any payment, until Consultant demonstrates compliance with the requirements hereof; and/or c) Terminate this Agreement.
EXHIBIT 1
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CONTRACT ID # A-2526-33
17 EXHIBIT D
REQUIREMENTS OF PUBLIC WORKS CONTRACTS
1) Wages. As applicable pursuant to Federal and State of California statutes and regulations:
a) In accordance with Labor Code Section 1773.2, City of Mountain House has determined the general prevailing wages in the locality in which the Work described in Exhibit A are to be performed for each craft or type of work needed, as published by the State of California Department of Industrial Relations, Division of Labor Statistics and Research, a copy of which is on file in City of Mountain House Public Works Office, and shall be made available on request. Consultant and sub-Consultants engaged in the performance of the Work shall pay no less than these rates to all persons engaged in performance of the Work.
b) In accordance with Labor Code Section 1775, Consultant and any sub-Consultants engaged in performance of the Work shall comply with Labor Code Section 1775, which establishes a penalty of up to $200 per day for each worker engaged in the performance of the Work for which Consultant or any sub-Consultant pays less than the specified prevailing wage. A mistake, inadvertence, or neglect in failing to pay the correct rate of prevailing wages is not excusable if Consultant or sub-Consultant had knowledge of their obligations under the Labor Code. Consultant or sub-Consultant shall pay the difference between the prevailing wage rates and the amount paid to each worker for each calendar day or portion thereof for which each worker was paid less than the prevailing wage rate.
If a sub-Consultant worker engaged in performance of the services described in Exhibit A is not paid the general prevailing per diem wages by the sub-Consultant, Consultant is not liable for any penalties therefore unless Consultant had knowledge of that failure or unless the Consultant fails to comply with all of the following requirements:
i) The contract executed between Consultant and the sub-Consultant for the performance of part of the Work shall include a copy of the provisions of Labor Code Sections 1771, 1775, 1776, 1777.5, 1813, and 1815.
ii) Consultant shall monitor payment of the specified general prevailing rate of per diem wages by the sub-Consultant by periodic review of the sub-Consultant’s certified payroll records.
iii) Upon becoming aware of a sub-Consultant’s failure to pay the specified prevailing rate of wages, Consultant shall diligently take corrective action to halt or rectify the failure, including, but not limited to, retaining sufficient funds due the sub-Consultant for performance of the Work.
iv) Prior to making final payment to the sub-Consultant, Consultant shall obtain an affidavit signed under penalty of perjury from the sub-Consultant that the subConsultant has paid the specified general prevailing rate of per diem wages for employees engaged in the performance of the Work any amounts due pursuant to Labor Code Section 1813.
c) In accordance with Labor Code Section 1776, Consultant and each sub-Consultant engaged in performance of the Work shall keep accurate payroll records showing the name, address, social security number, work, straight time and overtime hours worked each day and week, and the actual per diem wages paid to each journeyman, apprentice, worker, or other employee employed in performance of the Work. Each payroll record EXHIBIT 1
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CONTRACT ID # A-2526-33
18 shall contain or be verified by a written declaration that it is made under penalty of perjury, stating both of the following:
i) The information contained in the payroll record is true and correct. ii) The employer has complied with the requirements of Sections 1771, 1811, and 1815 for any work performed by the employer’s employees on the public works project.
The payroll records required pursuant to Labor Code Section 1776 shall be certified and shall be available for inspection by City of Mountain House and its authorized representatives, the Division of Labor Standards Enforcement, and the Division of Apprenticeship Standards of the Department of Industrial Relations, and shall otherwise be available for inspection in accordance with Labor Code Section 1776. d) In accordance with Labor Code Section 1777.5, Consultant, on behalf of Consultant and any sub-Consultants engaged in performance of the Work, shall be responsible for ensuring compliance with Labor Code Section 1777.5 governing employment and payment of apprentices on public works contracts.
e) Consultant or any sub-Consultant, in performance of the Work, employs any person in a trade or occupation (except executive, supervisory, administrative, clerical, or other nonmanual workers as such) for which no minimum wage rate has been determined by the Director of the Department of Industrial Relations, Consultant shall pay the minimum rate of wages specified therein for the classification that most nearly corresponds to the Work performed by that person. The minimum rate thus furnished shall be applicable as a minimum for such trade or occupation from the time of the initial employment of the person affected and during the continuance of such employment. 2) DIR Registration.
At all times, Consultant shall be registered with the Department of Industrial Relations and qualified to perform public work consistent with Labor Code section 1725.5, except in limited circumstances as set forth in Labor Code section 1771.1. No Consultant or sub-Consultant may be awarded a contract for public work on a public works project unless registered with the Department of Industrial Relations pursuant to Labor Code Section 1725.5. Consultant agrees, in accordance with Section 1771.4 of the Labor Code, that if the Work under this Agreement qualifies as a public works project, it is subject to compliance monitoring and enforcement by the Department of Industrial Relations.
5615290.3
EXHIBIT 1
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CITY OF MOUNTAIN HOUSE
ADJUSTMENT, ADDITIONAL APPROPRIATION, ESTIMATED REVENUE, TRANSFER OF FUNDS Fiscal Year 2025-2026 Resolution Number
Appropriations: Amount
Fund Department Account Project Increase Decrease
606 5000 7438 Corp Yard Improv. $ - $ 593,800.00
606 5000 7407 TH & Library Improv. 593,800.00 $ $ -
TOTAL $ 593,800.00 $ 593,800.00
Revenue: Amount
Fund Department Account Project Increase Decrease
TOTAL $ - $ -
REASON FOR REQUEST: REQUESTED BY: Jodi Almassy
Date 08/19/2025
REVIEWED BY:
Date ASD Director
APPROVED BY:
Date City Manager
CITY COUNCIL
I HEREBY CERTIFY that the above order was passed and adopted on August 27, 2025 by the following vote of the City Council, to wit:
MOTION:
AYES:
NOES:
ABSENT:
BY
CITY CLERK
Town Hall Tenant
Improvements Project
Recommending that City Council authorize the City Manager to execute an agreement with Diede Construction, in the total amount of $943,800, for the Town Hall Tenant Improvements Project.
EXHIBIT 2
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TITLE: Adopt a Resolution Authorizing the City Manager to Execute Agreements for State and Federal Legislative and Funding Advocacy Services
MEETING DATE: August 27, 2025
PREPARED BY: Matthew Gutierrez, Program Manager
Jodi Almassy, Deputy City Manager
RECOMMENDATION
Staff recommends that the City Council adopt a resolution:
1. Authorizing the City Manager to execute Agreement A-2526-36 with California Public Policy Group (CPPG) for State legislative and funding advocacy services, through June 30, 2028, in an amount not-to-exceed $202,000, with an optional two-year extension through June 30, 2030, in an additional amount not-to-exceed $142,000, for a total contract amount of $344,000.
2. Authorizing the City Manager to execute Agreement A-2526-37 with Foley & Lardner LLP for Federal legislative and funding advocacy services, through June 30, 2028, in an amount not-toexceed $363,000, with an optional two-year extension through June 30, 2030, in an additional amount not-to-exceed $256,000, for a total contract amount of $619,000.
3. Authorizing the City Manager to take all appropriate and necessary actions to carry out the purpose and intent of these recommendations.
BACKGROUND
As a newly incorporated city, Mountain House is at a pivotal stage of growth. Unlike more established municipalities, the City has not formally previously engaged professional State or Federal advocacy services. Establishing this capacity now is essential to secure reliable funding streams, strengthen legislative representation, and position the community for long-term success.
The City faces increasing demands for infrastructure, housing, transportation, and public services. Many of these needs exceed the capacity of local resources and will depend on external funding, competitive grants, and favorable legislation. Without active advocacy, Mountain House risks being overshadowed by larger and longer-established cities in these highly competitive arenas.
Through these services, the City will be able to:
• Monitor and influence legislation and regulations that impact local government operations.
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• Pursue direct State and Federal appropriations.
• Compete more effectively for highly competitive grant funding opportunities. • Advocate for policies that safeguard and advance Mountain House’s long-term interests.
By partnering with specialized advocacy firms, Mountain House will establish a visible and credible presence in Sacramento and Washington, D.C. This proactive step will allow the City to compete on equal footing with more established municipalities, maximize access to funding opportunities, and ensure that the community’s priorities are consistently represented in critical legislative and policy discussions.
DISCUSSION
On May 5, 2025, the City issued RFP PW2501 (Federal Legislative and Funding Advocacy Services) and RFP PW2502 (State Legislative and Funding Advocacy Services). The RFPs closed on May 19, 2025, and six responses were received.
The following firms submitted proposals:
Firm State Federal
California Public Policy Group X
Milo Group X
Capitol Advocacy X X
EJ Thronson Consulting X
Foley and Lardner LLP X
HB Strategist X
Proposals were evaluated by a selection committee based on the following criteria:
• Firm experience and track record
• Quality and clarity of work products
• Qualifications of assigned staff
• Cost and overall value of services
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Following this evaluation, Foley & Lardner LLP was selected for Federal services and California Public Policy Group (CPPG) was selected for State services. These firms offered the strongest combination of experience, expertise, and value.
California Public Policy Group (State Services)
CPPG brings extensive experience advocating on behalf of California cities and has long-standing working relationships with State legislators and agencies. Their proven track record in securing appropriations, monitoring legislation, and advancing municipal priorities ensures Mountain House’s interests will be effectively represented in Sacramento.
Foley & Lardner LLP (Federal Services)
Foley & Lardner LLP is a nationally recognized firm with extensive expertise in federal legislative and funding advocacy. The firm has successfully advanced federal initiatives for local governments and maintains deep connections in Washington, D.C. Their services will position Mountain House to pursue federal grants, transportation and infrastructure funding, and federal policies that support long-term community growth.
Contract Term and Extension Options
Together, these firms will provide the City with a comprehensive advocacy strategy at both the State and Federal levels, giving Mountain House the visibility and representation necessary to compete with larger, more established jurisdictions.
Staff recommends that Council adopt the attached Resolution authorizing the City Manager to execute Agreement A-2526-3 with California Public Policy Group (CPPG) and Agreement A-2526-37 with Foley & Lardner LLP for a 34-month term commencing September 1, 2025, through June 30, 2028.
Each agreement also includes an optional two-year extension, allowing services to continue through June 30, 2030. The authority to approve these extensions would be delegated to the City Manager under the attached Resolution, ensuring continuity of representation without the need for an additional procurement process. If exercised, the extensions would bring the total agreement amounts to the figures identified in the Fiscal Impact section below.
FISCAL IMPACT
The total costs for the proposed agreements, broken down by fiscal year and inclusive of both the initial term and optional extensions, are summarized in the table that follows:
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Fiscal Year Foley & Lardner LLP
(Federal)
California Public Policy Group
(State)
2025–26 $107,000 $60,000
2026–27 $128,000 $71,000
2027–28 $128,000 $71,000
Subtotal (Initial Term) $363,000 $202,000
2028–29 (Extension) $128,000 $71,000
2029–30 (Extension) $128,000 $71,000
Subtotal (Extension) $256,000 $142,000
Total (Including Extension) $619,000 $344,000
Sufficient funds are available in the Professional Services Account No. 101-1420-6500 for Fiscal Year 2025- 26 to support both agreements. Funding for subsequent years will be incorporated into future budget requests, and continuance of these agreements will be contingent upon annual appropriations by the City Council.
STRATEGIC PLAN
This item supports the City’s Strategic Plan approved by City Council on April 9, 2025 by:
• Securing Resources for Community Growth – Expanding access to state and federal funding to address infrastructure, housing, and public service needs. • Strengthening Regional and Legislative Relationships – Establishing a consistent presence in Sacramento and Washington, D.C. to advance Mountain House’s priorities. • Ensuring Fiscal Sustainability – Leveraging external appropriations and competitive grants to supplement local revenues.
• Supporting Organizational Capacity – Enhancing the City’s ability to proactively engage in policy discussions that affect long-term operations and growth.
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CEQA
The recommended actions are not considered a “project” under the California Environmental Quality Act (CEQA) pursuant to Section 15378 of the State CEQA Guidelines, as they involve administrative activities related to legislative and funding advocacy services that will not result in a direct or reasonably foreseeable physical change in the environment.
ACTION FOLLOWING CITY COUNCIL APPROVAL
The City Manager will execute Agreement A-2526-36 with California Public Policy Group (CPPG) and Agreement A-2526-37 with Foley & Lardner LLP. Services will commence September 1, 2025, and staff will coordinate with both firms to establish work plans and reporting protocols.
ATTACHMENTS
A. Proposed Resolution
• Exhibit 1 – Agreement A-2526-36 with California Public Policy Group • Exhibit 2 – Agreement A-2526-37 with Foley & Lardner LLP.
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ATTACHMENT A
RESOLUTION NO. 2025-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF MOUNTAIN HOUSE
AUTHORIZING THE CITY MANAGER TO EXECUTE AGREEMENTS FOR STATE AND
FEDERAL LEGISLATIVE AND FUNDING ADVOCACY SERVICES
WHEREAS, the City of Mountain House faces increased demand for infrastructure, housing, transportation, and public services that require additional resources beyond local funding capacity; and WHEREAS, professional State and Federal advocacy services will enable the City to monitor and influence legislation, secure appropriations and pursue competitive grant opportunities; and WHEREAS, the City issued RFP PW2501 (Federal Legislative and Funding Advocacy Services) and RFP PW2502 (State Legislative and Funding Advocacy Services) on May 5, 2025; and WHEREAS, following the review of six responses, the City selected California Public Policy Group (CPPG) for State services and Foley & Lardner LLP for Federal services as the firms offering the best combination of experience, expertise, and value; and
WHEREAS, the agreements provide comprehensive representation in Sacramento and Washington, D.C., ensuring the City’s priorities are advanced and its long-term interests are safeguarded.
NOW, THEREFORE, BE IT RESOLVED THAT the City Council of the City of Mountain House authorize the City Manager to:
1. Execute Agreement A-2526-36, attached hereto as Exhibit 1, with California Public Policy Group (CPPG) for State legislative and funding advocacy services through June 30, 2028, in an amount not-to-exceed $202,000 with an optional two-year extension through June 30, 2030, in an amount not to exceed $142,000, for a total agreement amount of $344,000.
2. Execute Agreement A-2526-37, attached hereto as Exhibit 2, with Foley & Lardner LLP for Federal legislative and funding advocacy services through June 30, 2028, in an amount notto-exceed $363,000, with an optional two-year extension through June 30, 2030, in an additional amount not-to-exceed $256,000, for a total agreement amount of $619,000.
3. For good cause, extend the terms of these agreements, provided that the City continues to have purpose for legislative and funding advocacy services.
4. For good cause, increase the total agreement amount for California Public Policy Group (CPPG) by up to $142,000, and the total agreement amount for Foley & Lardner LLP by up to $256,000, as deemed necessary to carry out the purpose of the agreements and subject to budget appropriation.
5. Take all appropriate and necessary actions to carry out the purpose and intent of these recommendations.
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RESOLVED FURTHER, that any amendments, extensions, or renewals that exceed these parameters shall require prior approval from City Council Item 8.5
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251 E MAIN STREET, MOUNTAIN HOUSE, CA 95391
(209) 831-2300 ● (209) 831-5610 FAX
CONSULTANT AGREEMENT
CONTRACT ID # A-2526-36
DATE: September 1, 2025
PARTIES: City of Mountain House:
CONSULTANT:
City of Mountain House
251 E. Main Street
Mountain House, CA 95391
California Public Policy Group
1127 11th St. Suite 300
Sacramento, CA 95814
The Parties agree as follows:
1. Priority of Documents:
Each of the items listed below is hereby incorporated into this Agreement by this reference. In the event of an inconsistency in this Agreement, the inconsistency shall be resolved by giving precedence in the following order:
Α. Applicable Federal and State of California statutes and regulations, this Agreement and its exhibits.
B. Consultant’s Proposal dated May 19, 2025.
2. Terms of Services:
2.1 Scope of Services. Subject to the terms and conditions set forth in this Agreement, Consultant agrees to provide state legislative and funding advocacy services., as further described in Exhibit A, Scope of Service (the “Work”).
2.2 Term of Agreement. This Agreement shall commence on September 1, 2025 and continue until June 30, 2028 unless said Work is completed on a date prior thereto or unless terminated earlier as provided herein. Consultant shall complete the Work described in Exhibit A on or before that date, unless the term of the Agreement is otherwise terminated or extended, as provided for in Section 8. The time provided to EXHIBIT 1
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2 Consultant to complete the services required by this Agreement shall not affect City of Mountain House’s right to terminate the Agreement, as referenced in Section 8.
2.3 Standard of Performance. Consultant shall perform all Work in a first-class manner in conformance with the standards of quality normally observed by a person practicing in Consultant’s profession.
2.4 Inspection. All Work performed and materials (if any) provided by Consultant shall be subject to inspection and approval by City of Mountain House.
2.5 Consultant’s Warranties and Guarantee. Consultant warrants to City of Mountain House that all materials and equipment furnished under this Agreement will be new unless City of Mountain House agrees otherwise in writing, and that all Work will be of good quality, free from faults and defects and in conformance with this Agreement. All Work not so conforming to these standards may be deemed defective by City of Mountain House. If required by City of Mountain House, the Consultant shall furnish to City of Mountain House satisfactory evidence as to the kind and quality of materials, equipment, and methods of installation by the Consultant or sub-Consultants.
Consultant shall guarantee the Work to be free of defects in material and workmanship for a period of one (1) year following City of Mountain House’s acceptance of the Work (“Consultant’s Guarantee”). As part of Consultant’s Guarantee, Consultant agrees to make, at Consultant’s sole cost and expense, all repairs or replacements made necessary by defects in material or workmanship which become evident within the one-year guarantee period.
2.6 Assignment of Personnel. Consultant shall assign only competent personnel to perform services pursuant to this Agreement. In the event that City of Mountain House, in its sole discretion and at any time during the term of this Agreement, desires the reassignment of any such persons, Consultant shall, immediately upon receiving notice from City of Mountain House of such desire of City of Mountain House, reassign such person or persons.
2.7 Time is of the Essence. The parties agree time is of the essence. Consultant shall devote such time to the performance of the Work as may be reasonably necessary to timely finish the Work, meet the standard of performance provided in Section 2.3 above, and satisfy Consultant’s obligations hereunder.
2.8 Public Works Requirements. Because the Work described in Exhibit A constitutes a public works within the definition of Section 1720(a)(1) of the Labor Code, Consultant is required to comply with the provisions of the Labor Code applicable to public works projects, as further described in Exhibit D. Consultant shall waive, indemnify, hold harmless, and defend City of Mountain House concerning any liability arising out of Labor Code Section 1720 et seq.
3. Terms of Payment.
3.1 Compensation. City of Mountain House hereby agrees to pay Consultant a sum not to exceed two hundred two thousand dollars, ($202,000) notwithstanding any contrary indications that may be contained in Consultant’s proposal for services to be performed EXHIBIT 1
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3 and reimbursable costs incurred under this Agreement. City of Mountain House shall pay Consultant for services rendered pursuant to this Agreement at the time and in the manner set forth herein. The payments specified below shall be the only payments from City of Mountain House to Consultant for services rendered pursuant to this Agreement.
Consultant shall submit all invoices to City of Mountain House in the manner specified herein. Except as specifically authorized by City of Mountain House in writing, Consultant shall not bill City of Mountain House for duplicate services performed by more than one person.
Consultant and City of Mountain House acknowledge and agree that compensation paid by City of Mountain House to Consultant under this Agreement is based upon Consultant’s estimated costs of providing the services required hereunder, including salaries and benefits of employees and sub-Consultants of Consultant. Consequently, the parties further agree that compensation hereunder is intended to include the costs of contributions to any pensions and/or annuities to which Consultant and its employees, agents, and sub-Consultants may be eligible. City of Mountain House therefore has no responsibility for such contributions beyond compensation required under this Agreement.
3.2 Invoices. Consultant shall submit invoices not more often than once a month during the term of this Agreement based on the cost for services performed and reimbursable costs incurred prior to the invoice date via e-mail to [email protected]. Invoices delivered to any other e-mail address will be deemed undelivered and not paid.
Invoices shall contain the following information:
a. Contract ID number;
b. Federal Tax Payer Identification Number;
c. The beginning and ending dates of the billing period; d. A task summary containing the original contract amount, the amount of prior billings, the total due this period, the balance available under the Agreement, and the percentage of completion;
e. At City of Mountain House’s option, for each Work item in each task, a copy of the applicable time entries or time sheets shall be submitted showing the name of the person doing the Work, the hours spent by each person, a brief description of the Work, and each reimbursable expense;
f. The total number of hours of Work performed under the Agreement by Consultant and each employee, agent, and sub-Consultant of Consultant performing services hereunder; and
g. The Consultant’s signature.
3.3 Monthly Payment. City of Mountain House shall make monthly payments, based on invoices received, for services satisfactorily performed and for authorized reimbursable EXHIBIT 1
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4 costs incurred. City of Mountain House shall have thirty (30) days from the receipt of an invoice that complies with all of the requirements above to pay Consultant.
3.4 Final Payment; Retention Payment. If all services required have been satisfactorily performed, City of Mountain House shall pay the last five percent (5%) of the total sum due pursuant to this Agreement within sixty (60) days after completion and acceptance of the Work, or other applicable event under law, and submittal to City of Mountain House of a final invoice.
3.5 Total Payment.
a. City of Mountain House shall pay for the Work performed by Consultant pursuant to this Agreement. City of Mountain House shall make no payment for any extra, further, or additional service pursuant to this Agreement. b. In no event shall Consultant submit any invoice for an amount in excess of the maximum amount of compensation provided above either for a task or for the entire Agreement unless the Agreement is modified prior to the submission of such an invoice by a properly executed change order or amendment. c. City of Mountain House shall not pay any invoice or otherwise provide compensation to Consultant in excess of the maximum amount of compensation provided herein unless the Agreement is modified prior to the performance of such Work or services. d. City of Mountain House shall not pay any invoice or otherwise provide compensation to Consultant for Work or services performed after the expiration or termination of this Agreement unless the Agreement is modified prior to the performance of such Work or services.
3.6 Hourly Rate/Fees. Unless the services provided are for a lump sum or flat fee, fees for Work performed by Consultant on an hourly basis shall not exceed the amounts shown on the compensation cost proposal attached hereto as Exhibit B and incorporated herein. In the event of a conflict in or inconsistency between the terms of this Agreement and Exhibit B, the Agreement shall prevail.
3.7 Reimbursable Expenses. Reimbursable expenses are specified in Exhibit B.
Reimbursable expenses not listed in Exhibit B are not chargeable to City of Mountain House. Reimbursable expenses shall not include a mark-up and shall be billed as a direct costs. In no event shall expenses be advanced by City of Mountain House to the Consultant. Reimbursable expenses are included in the total amount of compensation provided under this Agreement that shall not be exceeded.
3.8 Payment of Taxes. Consultant is solely responsible for the payment of employment taxes incurred under this Agreement and any similar federal or state taxes.
3.9 Payment upon Termination. In the event that City of Mountain House or Consultant terminates this Agreement pursuant to Section 8, City of Mountain House shall compensate the Consultant for all outstanding costs and reimbursable expenses incurred for Work satisfactorily completed as of the date of written notice of termination.
EXHIBIT 1
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5 Consultant shall maintain adequate logs and timesheets to verify costs incurred to that date.
3.10 Authorization to Perform Services. The Consultant is not authorized to perform any services or incur any costs whatsoever under the terms of this Agreement until receipt of authorization from the Contract Administrator.
4. Consultant’s Status:
4.1 Independent Consultant. In the performance of the Work, duties, and other obligations imposed by this Agreement, the Consultant is at all times acting as an Independent Consultant practicing his or her profession and not as an employee of City of Mountain House. Consultant shall perform the Work in accordance with currently approved methods and standards of practice in the Consultant’s professional specialty. A copy of Consultant’s current business license shall be provided to City of Mountain House. The Consultant shall not have any claim under this Agreement or otherwise against City of Mountain House for vacation, sick leave, retirement benefits, social security or worker’s compensation benefits. The Consultant shall be responsible for federal and state payroll taxes such as social security and unemployment. San Joaquin County will issue a form 1099 at year-end on behalf of City of Mountain House for fees earned.
4.2 Consultant Not an Agent. Except as City of Mountain House may specify in writing, Consultant shall have no authority, express or implied, to act on behalf of City of Mountain House in any capacity whatsoever as an agent. Consultant shall have no authority, express or implied, pursuant to this Agreement to bind City of Mountain House to any obligation whatsoever.
4.3 Non-Exclusive Rights. This Agreement does not grant to Consultant any exclusive privileges or rights to provide services to City of Mountain House. Consultant may contract with other agencies, private companies, or individuals for similar services.
5. Legal Requirements.
5.1 Compliance. Consultant shall comply with all Federal, State and local laws, regulations and requirements necessary for performance of the Work. Consultant shall comply with all laws applicable to wages and hours of employment, occupational safety, and to fire safety, health and sanitation.
5.2 Licenses and Permits. Consultant represents and warrants to City of Mountain House that Consultant and its employees, agents, and any sub-Consultants have all licenses, permits, qualifications, and approvals of whatsoever nature that are legally required for the performance of the Work. Consultant represents and warrants to City of Mountain House that Consultant and its employees, agents, and any sub-Consultants shall, at their sole cost and expense, keep in effect at all times during the term of this Agreement any licenses, permits, and approvals that are legally required to perform the Work.
5.3 Conflict of Interest Statement. Consultant covenants that Consultant, its officers or employees or their immediate family, presently has no interest, including, but not limited to, other projects or independent contracts, and shall not acquire any such interest, direct or indirect, which would conflict in any manner or degree with the performance of the EXHIBIT 1
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6 Work. Consultant further covenants that in the performance of this Agreement no person having any such interest shall be employed or retained by Consultant under this Agreement. Consultant shall not hire City of Mountain House’s employees to perform any portion of the Work, including secretarial, clerical, and similar incidental services, except upon the written approval of City of Mountain House. Performance of the Work by associates or employees of Consultant shall not relieve Consultant from any responsibility under this Agreement.
5.4 Nondiscrimination and Equal Opportunity. Consultant shall not discriminate, on the basis of a person’s race, religion, color, national origin, age, physical or mental handicap or disability, medical condition, marital status, sex, gender identity, or sexual orientation against any employee, applicant for employment, sub-Consultant, bidder for a subcontract, or participant in, recipient of, or applicant for any services or programs provided by Consultant pursuant to this Agreement. Consultant shall comply with all applicable federal, state, and local laws, policies, rules, and requirements related to equal opportunity and nondiscrimination in employment, contracting, and the provision of any services that are the subject of this Agreement, including but not limited to the satisfaction of any positive obligations required of Consultant thereby.
5.5 Drug Free Workplace. Consultant shall comply with the provisions of Government Code Section 8350 et seq., otherwise known as the Drug-Free Workplace Act.
5.6 Form Law. The Laws of the State of California shall govern this Agreement. Venue is San Joaquin County. The provision of this paragraph shall survive expiration or other termination of this Agreement regardless of the cause of such termination.
5.7 Subcontracts. Consultant shall include the provisions of this Section 5 in any subcontract approved by the Contract Administrator or this Agreement.
6. Indemnification, Hold Harmless and Defense.
To the fullest extent permitted by law, Consultant shall indemnify, hold harmless and defend City of Mountain House, its directors, officers, employees, agents and authorized volunteers, and each of them, from and against any and all claims, demands, causes of action, damages, penalties, judgments, awards, decrees, costs, expenses, attorneys’ fees, losses or liabilities, in law or in equity, of every kind or nature, including but not limited to personal injury, bodily injury, wrongful death, and property damage including any damage to City of Mountain House’s property, arising out of Consultant’s alleged negligence, or wrongful acts related to or in connection with Consultant’s performance of duties under the terms and conditions of this Agreement.
To the fullest extent permitted by law, City of Mountain House shall indemnify, hold harmless and defend the Consultant, its directors, officers, employees, agents and each of them (collectively referred to as “Consultant Indemnified Parties”) from and against any and all claims, demands, causes of action, damages, penalties, judgments, awards, decrees, costs, expenses, attorneys’ fees, losses or liabilities, in law or in equity, of every kind or nature, including but not limited to personal injury, bodily injury, wrongful death, and property damage including any damage to the Consultant’s property, arising out of City of Mountain House’s EXHIBIT 1
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7 alleged negligence, or wrongful acts related to or in connection with City of Mountain House’s performance of duties under the terms and conditions of this Agreement.
Notwithstanding the forgoing, to the extent this Agreement is a “construction contract” as defined by Civil Code Section 2782, as may be amended from time to time, such duties of Consultant to indemnify shall not apply when to do so would be prohibited by Civil Code Section 2782.
7. Insurance.
Before beginning any Work under this Agreement, Consultant, at its own cost and expense, unless otherwise specified below, shall procure the types and amounts of insurance described in Exhibit C, incorporated herein, against claims for injuries to persons or damages to property that may arise from or in connection with the performance of the Work hereunder by the Consultant and its agents, representatives, employees, and sub-Consultants. Consistent with the following provisions, Consultant shall provide proof satisfactory to City of Mountain House of such insurance that meets the requirements of Exhibit C and under forms of insurance satisfactory in all respects, and that such insurance is in effect prior to beginning Work to City of Mountain House. Consultant shall maintain the insurance policies required by Exhibit C throughout the term of this Agreement. The cost of such insurance shall be included in the Consultant’s proposal. Consultant shall not allow any sub-Consultant to commence Work on any subcontract until Consultant has obtained all insurance required by Exhibit C for the sub-Consultant(s) and provided evidence that such insurance is in effect to City of Mountain House. Verification of the required insurance shall be submitted and made part of this Agreement prior to execution.
8. Termination and Modification.
8.1 Termination. City of Mountain House may cancel this Agreement at any time and without cause upon written notification to Consultant. Consultant may cancel this Agreement upon sixty (60) days’ written notice to City of Mountain House and shall include in such notice the reasons for cancellation.
In the event of termination, Consultant shall be entitled to compensation for services performed to the effective date of termination; City of Mountain House, however, may condition payment of such compensation upon Consultant delivering to City of Mountain House any or all work product, including, but not limited to documents, photographs, computer software, video and audio tapes, and other materials provided to Consultant or prepared by or for Consultant or City of Mountain House in connection with this Agreement.
8.2 Extension. City of Mountain House may, in its sole and exclusive discretion, extend the end date of this Agreement beyond that provided for in Section 2.2. Any such extension shall require a written amendment to this Agreement, as provided for herein. The City of Mountain House City Manager is hereby authorized to negotiate and execute such extension.
8.3 Amendments. The parties may amend this Agreement only by a writing signed by all the parties.
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8 8.4 Assignment and Subcontracting. City of Mountain House and Consultant recognize and agree that this Agreement contemplates performance of specialized services by Consultant and is based upon a determination of Consultant’s unique competence, experience, and specialized knowledge. Consultant may not assign this Agreement or any interest therein without the prior written approval of the Contract Administrator.
Consultant shall not subcontract any portion of the performance contemplated and provided for herein, other than to the sub-Consultants noted in the proposal, without prior written approval of the Contract Administrator. Any such assignment, transfer, delegation or subcontract without the prior written consent shall be considered null and void.
8.5 Survival. All obligations arising prior to the termination of this Agreement and all provisions of this Agreement allocating liability between City of Mountain House and Consultant shall survive the termination of this Agreement.
8.6 Options upon Breach by Consultant. If Consultant materially breaches any of the terms of this Agreement, City of Mountain House’s remedies shall include, but not be limited to, the following:
a. Immediately terminate the Agreement;
b. Retain the plans, specifications, drawings, reports, design documents, and any other work product prepared by Consultant pursuant to this Agreement; c. Retain a different Consultant to complete the Work described in Exhibit A not finished by Consultant; or
d. Charge Consultant the difference between the cost to complete the Work described in Exhibit A that is unfinished at the time of breach and the amount that City of Mountain House would have paid Consultant pursuant to Section 3 if Consultant had completed the Work.
9. Miscellaneous.
9.1 Contract Administrator. The Consultant Administrator shall be designated, and may be changed, by the City of Mountain House City Manager in writing.
9.2 Notices. Any notice required to be given pursuant to the terms and provisions hereof shall be in writing and shall be effected by personal delivery or by first class mail, registered or certified, postage prepaid, return receipt requested. Unless otherwise designated by either party in writing, such notices shall be mailed as shown on the first page of this Agreement.
9.3 Non-Liability of Officials, Employees and Agents. No officer, official, employee or agent of City of Mountain House shall be personally liable to Consultant in the event of any default or breach by City of Mountain House or for any amount that may become due to Consultant pursuant to this Agreement.
9.4 Attorneys’ Fees. If a party to this Agreement brings any action, including an action for declaratory relief, to enforce or interpret the provisions of this Agreement, the prevailing EXHIBIT 1
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9 party shall be entitled to reasonable attorneys’ fees in addition to any other relief to which such party may be entitled.
9.5 Documents. All drawings, specifications, documents and other memoranda or writings relating to the Work hereunder, shall remain or become the property of City of Mountain House upon termination of this Agreement, whether executed by or for the Consultant for City of Mountain House, or otherwise, by or for the Consultant, or by or for a subConsultant operating under the Consultant’s supervision, or direction, and all such documents and copies thereof shall be returned or transmitted to City of Mountain House forthwith upon termination or completion of the Work under this Agreement. Prior to termination Consultant shall deliver to City of Mountain House any such records upon request.
9.6 Force Majeure. It is agreed that neither party shall be responsible for delays in delivery or acceptance of delivery or failure to perform when such delay or failure is attributable to Acts of God, war, strikes, riots, lockouts, accidents, rules or regulations of any governmental agencies or other matters or conditions beyond the control of either the seller/Consultant or the purchaser.
9.7 Waiver. No waiver of any breach of any covenant or provision of this Agreement shall be deemed a waiver of any other covenant or provision hereof, and no waiver shall be valid unless in writing and executed by the waiving party. An extension of time for performance of any obligation or act shall not be deemed an extension of the time for performance of any other obligation or act, and no extension shall be valid unless in writing and executed by the waiving party.
9.8 No Third Party Beneficiaries. Nothing contained in this Agreement is intended to or shall be deemed to confer upon any person, other than the parties, any rights or remedies hereunder.
9.9 Headings. The headings of the sections and exhibits of this Agreement are inserted for convenience only. They do not constitute part of this Agreement and are not to be used in its construction.
9.10 Entire Agreement and Modification. This Agreement supersedes all previous Agreements either oral or in writing and constitutes the entire understanding of the parties hereto. No changes, amendments or alterations shall be effective unless in writing and signed by both parties.
9.11 Counterparts. This Agreement may be executed in multiple counterparts, each of which shall be an original and all of which together shall constitute one agreement. *Signatures on following page*
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10 IN WITNESS WHEREOF, City of Mountain House and Consultant have executed this Agreement on the day and year first written above.
California Public Policy Group City of Mountain House
State of California
By: ____________________________
Dane Hutchings
CEO
By: ___________________________
Steven J. Pinkerton
City Manager
Date: _________________________ Date: _________________________ Approved as to Form:
By: ___________________________
John Bakker
City Attorney
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11 EXHIBIT A
SCOPE OF SERVICES
[Attached]
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CITY OF MOUNTAIN HOUSE
PUBLIC WORKS
STATE LEGISLATIVE AND FUNDING
ADVOCACY SERVICES
Prepared by: Dane Hutchings
Founder + CEO
California Public Policy Group
1127 11th Street, Suite 300, Sacramento, CA
(916) 974-9270
[email protected]
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1 EXECUTIVE SUMMARY
May 19, 2025
To: City of Mountain House
Attn: Karen Morgan, Utility Manager
251 E. Main Street
Mountain House, CA 95391
Dear Ms. Morgan,
Over the past six years, the California Public Policy Group (CPPG), formerly known as Renne Public Law Group (RPLG), has emerged as a statewide leader in legislative advocacy, funding strategy, grant writing, and municipal consulting. We are proud to represent 30 local agency clients, including statewide advocacy organizations, city governments and other local agencies spanning nearly every region of California, with a singular focus: to strengthen the voice and capacity of local government in shaping California’s policy and funding landscape. This breadth of representation provides us with a unique understanding of both city and special district governance—insight that directly informs our strategic approach.
Led by Founder and CEO Dane Hutchings, CPPG is headquartered in Sacramento and supported by a team of 15 professionals, including legislative advocates, grant writers, municipal policy advisors, and operational staff. Our team’s full roster can be found on our website.
As a premier state lobbying and funding advisory firm, CPPG brings a unique combination of political insight, technical writing expertise, and deep experience in local governance. We deliver tailored advocacy strategies and grant solutions that align with client priorities and deliver measurable results. We approach our work with integrity, energy, and a tireless commitment to advancing the public good.
We are excited for the opportunity to partner with the City of Mountain House to support your legislative and funding goals. Throughout this proposal, you’ll find a record of successful outcomes, a demonstrated understanding of municipal priorities, and a team ready to go to work on day one.
Dane Hutchings will act as the primary contact for this proposal and has the authority to bind CPPG into an agreement. Our office is located at 1127 11th Street, Suite 300, Sacramento, CA, and can be reached at (916) 974-9270 or [email protected].
Sincerely,
Dane Hutchings, CEO + Founder
California Public Policy Group
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2 QUALIFICATIONS
CPPG possesses a deep understanding of the policy and governmental operations landscape. We are confident in our ability to effectively represent your interests and deliver impactful results. To demonstrate our unique understanding of the City while highlighting our track record of success, we've provided an overview of our qualifications. This includes testimonials and campaign narratives both on the grant and lobbying from clients facing similar challenges.
Areas of Policy and Funding Expertise
Public Safety And Criminal Justice EconomicDevelopment
Firefighting And Wildfire Prevention Workforce Development and Gov.
Ops
Transportation Infrastructure Housing and Land Use
Water Infrastructure Homelessness and Human
Services
Green Space and Parks Clean Energy Infrastructure
Transit Hazard Mitigation
Legislative Advocacy, F u n d i n g a n d A d v i s o r y T e a m To support the City, we propose a robust team of CPPG staff and policy advisors including:
Name and Title Years with Firm
Dane Hutchings, Founder + CEO 6.0
Sharon Gonsalves, Managing Director 5.0
Ethan Nagler, Associate Lobbyist 3
Claire Sullivan, Associate Lobbyist 6 (months)
Jake Whitaker,Director of Grant Services
(Funding Advisor)
4.0 Dan Carrigg, Senior Policy Advisor 6.0
Dane Hutchings, Founder + CEO
APPLICABLE EXPERIENCE: AT A GLANCE
• 17 Years Of Legislative Advocacy And Public Affairs Experience • Former Legislative Representative And Federal Policy Liaison, League Of California Cities
• Proven Proficiency In Coalition Building
• Strong Relationships With Key Legislative, Administrative, And Executive Branch Officials
• Registered Lobbyist With The State Of California; B.A. In Public EXHIBIT 1
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3 Affairs, California State University, Sacramento; M.P.P., New England College
More About Dane
For nearly 20 years, Dane Hutchings has been a dedicated advocate at the State level for both public and private sector clients. As the Founder and CEO of the California Public Policy Group (CPPG), Dane brings a deep understanding of California’s legislative landscape, budget process, and regulatory environment— particularly as they relate to growing, infrastructure-focused cities like Mountain House. Dane began has built a statewide reputation for representing emerging, fast-growing municipalities including dynamic population growth, infrastructure needs, and a desire to shape their own policy identity in Sacramento. He has successfully championed state-level policies in transportation, land use, housing, and public finance while also protecting essential revenue sources and enhancing local funding access.
Dane has consistently delivered results under challenging fiscal conditions. In the most recent state budget cycle, he helped secure $15 million in competitive and one-time allocations, and in 2023, he played a pivotal role in obtaining nearly $40 million for municipal clients. These outcomes reflect a broader track record of helping cities and public agencies navigate complex budget processes and secure resources for high-priority community investments.
Prior to founding CPPG, Dane served as a Legislative Representative and Federal Policy Liaison for the League of California Cities, where he advised on issues central to local government operations, including labor relations, transparency laws, and intergovernmental coordination. His early career at Ogilvy’s Sacramento office provided him with foundational experience in high-level advocacy, strategic communication, and coalition management.
Dane is especially well-positioned to support Mountain House as it builds out its legislative platform and funding footprint. His practical knowledge of the challenges faced by newly incorporated and rapidly developing communities—coupled with his deep connections across the Legislature and Administration— makes him an ideal partner for the city’s next chapter.
Sharon Gonsalves, Managing Director
APPLICABLE EXPERIENCE: AT A GLANCE
• Over 15 Years Of Legislative Advocacy And Capitol Staff Experience • Strong Policy Background In Natural Resources And Water Issues • Proven Track Record In Advising Clients On The Successful Procurement Of Federal And State Grant Funding
• Skilled In Successfully Navigating The State Budget Process • Registered Lobbyist With The State Of California; B.A. In Communications Studies,California StateUniversity,Monterey More About Sharon
Sharon Gonsalves brings nearly two decades of experience in legislative advocacy and public policy, with expertise in housing, transportation, natural resources, and local governance. She spent almost ten years in the California State Legislature, including as Legislative Director for Senator Anthony Cannella, where she played a central role in major policy negotiations such as Proposition 1 (2014 water bond) and SB 1 (Road Repair and Accountability Act of 2017). Her work established a strong bipartisan network across both houses.
Before joining CPPG in 2020, Sharon worked at a contract lobbying firm, where she represented public EXHIBIT 1
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4 agencies in both the Inland Empire and Central Valley—experience that directly informs her regional legislative strategy today.
At CPPG, Sharon has helped secure millions in funding for critical projects throughout California, ensuring greater access to outdoor spaces, rehabilitating aging parks, safeguarding communities against wildfire risks, and enhancing public safety. Sharon has driven rapid firm growth through her commitment to personalized service, focusing on fulfilling each client’s advocacy objectives. Her deep understanding of the budget process has been essential in securing millions of dollars for critical projects throughout California, ensuring greater access to outdoor spaces, rehabilitating aging parks, safeguarding communities against wildfire risks, and enhancing public safety.
Ethan Nagler, Associate Lobbyist
APPLICABLE EXPERIENCE: AT A GLANCE
• Strong Legislative Process And Background
• Former Legislative Staff In The California Senate
• Policy Analyst Background With A Strong Attention ToDetail • Registered Lobbyist With The State Of California M.P.P., American University; B.A. Political Science, University Of Oregon
More About Ethan
Ethan Nagler is a legislative advocate at CPPG, representing municipal and special district clients in all facets of state advocacy. He engages directly with legislators, committee staff, and agency officials to advance legislative initiatives, negotiate amendments, manage stakeholder coalitions, and deliver client priorities in Sacramento.
In 2025, Ethan led CPPG’s successful opposition to Senate Bill 315 (Grayson), which threatened to restrict local governments’ ability to secure parkland funding under the Quimby Act. Representing the California Association of Recreation and Park Districts (CARPD), he developed key policy analyses, coordinated a statewide coalition, and worked directly with the Senate Local Government Committee to stop the bill in committee—preserving a critical funding tool for cities and districts. This effort showcased his ability to navigate complex legislative dynamics and deliver high-stakes results.
Prior to joining CPPG, Ethan worked in the Capitol office of Senator Bill Dodd (D-Napa). He also served at the Federal Reserve Bank of San Francisco, where he specialized in policy analysis and organizational efficiency—skills he now applies to his advocacy work.
Ethan’s work ethic, precision, and results-driven mindset have made him a trusted and effective voice for local governments navigating California’s legislative landscape.
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5 Claire Sullivan, Associate Lobbyist
APPLICABLE EXPERIENCE: AT A GLANCE
• Former Agency Staff Under Governor Brown and Newsom Administrations • Housing, Land Use, Environmental and Taxation Policy Expertise • Former Senior Staff with California Housing and Community Development Department • Registered Lobbyist With The State Of California
• J.D. Environmental and Taxation Law Penn State, B.S. University of California, Davis More About Claire
The latest addition to the team, Claire joins CPPG as an Associate Lobbyist, where she works on behalf of clients on a variety of advocacy and legislative support services, including analyzing and tracking legislation, drafting position letters, researching funding opportunities, and providing testimony.
Claire leverages her strong policy background in housing, land use, environmental, and taxation policy areas to both advance and protect the interest of CPPG clients. This includes negotiating amendments on impactful legislation, communicating with stakeholders. Claire joined CPPG after spending the previous three years at the California Department of Housing and Community Development (HCD).
During her time with HCD, Claire oversaw a team of 12 who worked alongside local government partners to navigate pathways to compliance with state laws and create means for local governments to fund affordable housing initiatives. This included providing technical assistance regarding housing element law and developing and administering the Prohousing Incentive Program, which has given California cities access to over $55 million in funding.
Her earlier positions included working at the Office of the Governor of California under Governor Brown, where she served as an Executive Legal Assistant to the Governor’s council. She was responsible for liaising with state and local agencies to ensure effective administration of state functions pertaining to environmental, public health, criminal justice, and labor concerns.
Claire holds a juris doctor with specializations in environmental law and taxation from Penn State Law, a Bachelor of Science degree in community and regional development focusing on community economic development and public policy from the University of California, Davis, and an associate of behavioral science from Mission College.
Jake Whitaker, Director of Grant Services (Funding Advisor) APPLICABLE EXPERIENCE: AT A GLANCE
• Certified Grant Writer With Over $155 Million In Funding Secured For Local Government Agencies, Institutions Of Higher Education, And Nonprofit Organizations
• Nearly 10 Years Of Experience Working In And With Local Government • 4 Years As A Local Government Elected Official
• Member, Grant Professionals Association
• B.A. Politics, Willamette University
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6 More AboutJake
Jake Whitaker serves as Director of CPPG’s Grant Services Team, bringing a proven track record of securing millions in state and federal funding for local public agencies. His work spans diverse communities across California, from large urban centers like Bakersfield and San Bernardino to smaller cities like Greenfield and Redwood City—experience that reflects a deep understanding of the challenges and opportunities faced by growing municipalities.
Jake specializes in positioning cities for competitive funding opportunities in transportation infrastructure, water system improvements, economic development, public safety, wildfire mitigation, and urban greening. He advises clients on grant readiness, helping cities assess project viability, build strategic community partnerships, and conduct technical reviews to ensure applications are aligned with funding agency criteria and highly competitive.
With experience both as a public agency staffer and as an elected board member for the Woodland Joint Unified School District, Jake understands how to align governance goals with staff priorities in successful grant-seeking efforts. He prioritizes collaboration, clear communication, and high-quality service in every engagement.
Dan Carrigg, Senior Policy Advisor (Housing, Taxation and Economic Development) APPLICABLE EXPERIENCE: AT A GLANCE
• 30 years of legislative advocacy experience
• 25 years of specifically advocating for local government, including specializing in economic development policy
• Former Deputy Executive Director, League of California Cities • Strong relationships with agency officials and legislators • Seasoned legislative advocate and expert in California’s legislative, political, and budget processes
More About Dan
Dan Carrigg is a political consultant and thought leader in California public policy directly impacting local government. With wide-ranging experience in legislative analysis, strategy, and advocacy, and an excellent reputation for hard work, Dan spent nearly 25 years with the League of California Cities, beginning as the League’s housing and land use lobbyist, and holding increasingly responsible advocacy roles including Legislative Director and Deputy Executive Director. Until retiring from the League in October 2019, Dan supervised its legislative and public affairs program, developed policy, managed its legislative and public affairs teams, drafted and reviewed legislation, reviewed and analyzed ballot measures, and testified before the Legislature. He works remotely.
Dan offers CPPG clients a deep policy background and strong political acumen across a vast spectrum of issues that impact public agencies, including areas of revenue, taxation, and local economic development. Throughout his career, Dan has worked on many high-profile issues, including representing the League as part of the transportation coalition to pass SB 1 (Beall) [Chapter 5, Statutes of 2017). Later, he advocated to secure revenue for local governments in Prop 1B, the 2006 transportation bond, and defeat a legislative effort to take nearly $1 billion in city and county road maintenance funds.
Prior to his work with the League, Dan drew on his background in construction to represent the Department of General Services and the Division of the State Architect on state real estate, construction, and public contracting from 1996-1998.
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7 Recent Legislative Wins
City of Mountain View
CPPG Staff: Dane Hutchings, Ethan Nagler, Jake Whitaker (Demonstrated Skills: Legislative And Executive Advocacy, Coalition Building, Protecting Funding Claw Back And Navigating The State Budget Process)
AB 173 (Committee on Budget) 2023-2024 Legislative Session Facing the potential loss of $20 million in TIRCIP Cycle 6 funding, Mountain View’s Rengstorff Grade Separation project was at risk in the Governor's May Revision—jeopardizing matching funds and escalating project costs.
In response, CPPG launched a targeted advocacy campaign to preserve funding.
We secured Senator Becker as a legislative champion and built a coalition of local stakeholders to amplify support. CPPG also collaborated with our Grants Services Division to draft bill language aligning with federal matching requirements. Throughout the budget process, we engaged directly with legislative leaders, CalSTA, Caltrans, and the California Transportation Commission to maintain pressure.
Our efforts resulted in the inclusion of CPPG-authored language in the transportation budget trailer bill, AB 173, reversing the Governor’s proposed cuts. The $20 million was fully restored for FY 25-26, safeguarding the project and unlocking essential regional and federal matching funds.
City ofBelmont
CPPG Staff: Dane Hutchings, Ethan Nagler
(Demonstrated Skills: Legislative And Executive Advocacy, Coalition Building, Protecting Funding Claw Back And Navigating The State Budget Process)
AB 107 (Committee on Budget) 2023-2024 Legislative Session Each year, San Mateo County (SMC) and its taxing agencies engage in ongoing—and often contentious— negotiations with the Administration regarding the backfill of Vehicle Licensing Fees (VLF). Ensuring the State fulfills its legal obligation to replenish these revenues demands persistent engagement with a wide coalition of stakeholders. As the backfill amounts grow, securing this revenue through the budget process becomes increasingly tricky. This year, the total backfill request for the entire county reached $70,048,152, with $3.3M allocated to the City of Belmont.
Citing the projected budget deficit, the Newsom Administration omitted the backfill request from the January Budget proposal—an emerging trend as deficits rise. In response, CPPG collaborated with San Mateo County’s lobbying team to advocate for the City. We also worked with Assemblymember Papan, providing her staff with three in-depth policy briefings and city-specific talking points ahead of her meeting with Administration officials.
Due to our persistent engagement with the Assembly and Senate Budget committees, the Department of Finance, and close collaboration with the SMC delegation, we successfully secured VLF funding in the adopted budget.
City of Santa Rosa
CPPG Staff: Ethan Nagler, Sharon Gonsalves
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8 (Demonstrated Skills: Strategic Document Creation, Secured Budget Funding) City Legislative Delegation Meetings + $12 million in Secured Funding (2022-2023 Legislative Session) Providing opportunities to directly educate your lawmakers is a critical aspect of a successful legislative advocacy strategy. Part of CPPG’s unique service approach involves working directly with our clients to develop policy-specific messaging documents that help tell their story. With respect to the City of Santa Rosa, our team conducted extensive fact-finding meetings with the key departmental staff and Council and then created core messaging documents on the City’s strategic priorities and budget funding requests.
These became the foundation for our educational “tour” with the City’s legislative delegation. We arranged meetings with each legislator in the client’s delegation and with high-ranking Administration officials, and we provided City-specific information about priority legislative applicability and specific funding requests based on information obtained in our meetings with the City earlier in the year. As a result, we were able to secure over $12 million in one-time state funding to help fund critical infrastructure.
California Association of Recreation and Park Districts (CARPD) CPPG Staff: Ethan Nagler, Dane Hutchings
(Demonstrated Skills: Legislative Advocacy Campaign, Stopping Detrimental Legislation, Strategic Document Creation)
SB 315 (Grayson) Quimby Act 2025-2026 Legislative Session Senate Bill 315 (2025) proposed sweeping Quimby Act changes, capping parkland dedications at 25% for infill projects and banning fees for subdivisions within half a mile of existing parks. These restrictions threatened the nexus between development and local park funding, especially for small and rural agencies.
Representing the California Association of Recreation and Park Districts (CARPD), CPPG led the opposition, providing strategic counsel, detailed policy analysis, and framing SB 315 as a direct threat to community open space. We worked with the Senate Local Government Committee to educate legislators on the bill’s impacts and organized a broad coalition of local governments, park advocates, planners, and environmental groups.
Ultimately, our coordinated efforts prevented SB 315 from advancing. The bill stalled in committee, preserving local governments’ authority to require parkland dedications and protecting critical funding streams.
City of Rancho Cucamonga
CPPG Staff: Ethan Nagler, Sharon Gonsalves, Dane Hutchings (Demonstrated Skills: Strategic Document Creation, Secured Budget Funding During Major State Deficit) City Legislative Delegation Meetings + 3.2M in Secured Funding for First Responders 9/11 Memorial Park (2023- 2024 Legislative Session)
Providing direct opportunities to educate lawmakers is essential to a successful legislative and funding advocacy strategy. As part of CPPG’s “wraparound” approach, we work with clients to develop policy-specific messaging that tells their story. For Rancho Cucamonga, we conducted fact-finding meetings with key staff and Council to craft messaging documents supporting the City’s budget funding requests. These materials became the foundation for an educational “tour” with the City’s legislative delegation.
We arranged meetings with each delegation member and high-ranking Administration officials, providing project-specific information. With a looming $45B budget deficit, securing funding was increasingly challenging. Our approach focused on three key elements: aligning project goals with lawmakers’ priorities, EXHIBIT 1
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9 demonstrating local financial commitment, and showcasing regional benefits.
As a result, we partnered with Assemblymember Eloise Gómez Reyes to secure $3.2M for Rancho Cucamonga’s First Responders 9/11 Memorial Park. Construction is underway. Once completed, the park will serve as a regional space for reflection and remembrance, honoring those impacted by September 11, 2001, while also supporting broader community connection and engagement through its central fire station location.
APPROACH
CPPG Approach to Service
At CPPG, we strive to be a necessity for our clients, not a luxury. Our primary focus is delivering highimpact state legislative advocacy that advances beneficial policies, halts detrimental legislation, and secures critical funding for local agencies. We develop tailored advocacy strategies by deeply understanding each client’s unique priorities, operational challenges, and long-term goals. Our legislative work goes beyond reactive lobbying. We proactively engage with legislators, committee staff, and key agency officials to shape policy conversations early and effectively. Whether navigating complex legislation, positioning budget requests, or guiding regulatory discussions, we ensure our clients’ voices are heard and their interests protected. Throughout this process, we provide clear, actionable policy insights and strategic counsel to inform decision-making at every level.
Frequent and transparent communication is a hallmark of our approach. We demystify Sacramento’s complex political environment through real-time updates, detailed written reports, and regular strategy sessions, ensuring our clients remain engaged and informed while optimizing their staff time and resources.
In addition to legislative advocacy, CPPG offers an integrated Grant Services Team that works closely with our policy
experts to maximize funding opportunities. Our grant team brings a strategic approach to grant seeking—advising on project readiness, fostering community partnerships, and conducting technical reviews to enhance competitiveness.
While legislative advocacy drives policy and funding access, our grant team ensures that clients are well-positioned to capitalize on those opportunities through high-quality
applications and strategic alignment.
By combining expert legislative advocacy with targeted grant advisory services, CPPG delivers a comprehensive and
results-driven approach. This synergy between policy and funding expertise is our true competitive advantage and the cornerstone of our success.
Core Elements of Successful Legislative Advocacy
We pride ourselves on a proactive and innovative approach to legislative advocacy, tailored to meet your unique challenges and goals. We believe in a smart, focused approach to lobbying. Our experience proves time and again that carefully selecting a few top priorities and then bringing the best minds to work on them typically bears fruit. We know how to navigate legislation through the Appropriations and Budget processes, and we have the ability to call on and directly engage with legislators and key staff who analyze, debate, and decide the outcome of important legislation.
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10 Adaptability in the Political Process
Trust us to deliver targeted, impactful advocacy that not only elevates your voice in Sacramento but also resonates with your stakeholders and community. Our advocacy strategy is underpinned by the following principles, ensuring our clients receive the best possible service.
Proactive Engagement: Building upon a solidfoundation of your goals and key messaging,CPPGwill continually engage early and often with key decision-makers and like-minded stakeholders throughout the legislative process during the interim recesses, and between legislative sessions. This includes consistent communication with your legislative delegation on items of concern and opportunity, as well as proactive engagement with relevant committee chairs, consultants, Administration officials.
Creative Solutions: The success of advancing legislative orfiscal proposals, negotiating amendments, and mounting a coordinated public affairs campaign when necessary is determined by the approach taken to achieve results. While there are some general principles that every advocacy firm should implement for their clients,we shy away from the one-size-fits all solution and instead assess the full landscape for your specific circumstances and needs. This allows us to provide the proper guidance,messaging, and on-the- ground maneuvering that pushes beyond the cookie-cutter solutions frequently offered in California advocacy.
Adaptability in the Political Process: We have curated a team of strategic operatives with deep experience across diverse policy arenas, including former high-ranking Capitol staff, committee consultants, and former elected officials. Our collective professional network is leveraged to fulfill our clients’ goals effectively. Drawing on our rich and diverse political backgrounds, we have engaged with nearly every issue impacting local jurisdictions. This positions us to quickly familiarize ourselves with client-specific policy matters, enabling active and effective engagement with stakeholders and lawmakers, even on tight timelines. When one opportunity closes, we strive to uncover alternative pathways to continue advancing your priorities. Our unique blend of determination, agility, and solid policy expertise equips us to stay ahead of potential opposition, ensuring your needs and concerns are consistently addressed and successfully advanced within the legislative arena.
A Tenacious Work Ethic and Passion for Local Government: Our motto is, “We do the work, and we take nothing for granted.” That may sound overly simplistic, but in our experience, many firms solely rely on their “relationships” to advance their clients’ interests. While relationships are vital, legislative advocacy is a domain that rewards persistence and hard work more than anything else. We understand the unique challenges that the Cities face. This understanding enables us to help develop your unique voice, share your story, and advance your goals more effectively.
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11 Scope of Work: Legislative Advocacy
• State Legislative Advocacy, Tracking, and Representation. CPPG will provide comprehensive state legislative advocacy for the City, including tracking, analyzing, and engaging on legislation impacting local authority, operations, and funding. We will assist in evaluating proposed bills, develop draft policy positions, budget requests, legislative tracking matrices, and background materials to ensure you are kept informed and that your voice is heard by policymakers and stakeholders. In addition, CPPG will represent the City at key policy meetings, legislative hearings, regulatory proceedings, and stakeholder events— delivering testimony, advancing amendments, and providing a consistent and effective presence in the State Capitol.
• Explore Potential Grant1 and General Fund Opportunities. We will work with your staff to identify state General Fund opportunities and secure letters of support from your state legislative delegation and state agencies for pending grant applications. CPPG’s grant writing team will also work with your team to advise them on which state and federal grant opportunities Mountain House will be most competitive for. Upon request, our team will work with City staff, outlining grant eligibility requirements and eligible projects—putting you in the best position to pursue the right applications and securing competitive awards.
• Legislative Platform Development & Strategic Planning. A well-defined legislative platform is essential for effective advocacy. CPPG works collaboratively with the City to craft a platform that reflects its unique needs, priorities, and policy goals—ensuring a clear, unified voice in Sacramento.
We begin with a series of “deep dive” strategic planning sessions with City staff and leadership. These discussions identify key priorities, assess challenges, and surface opportunities within the legislative and budget landscape. CPPG facilitates this process to ensure internal alignment and to translate City objectives into actionable advocacy priorities. Using the input gathered, we develop a draft legislative platform that organizes the City’s issues by policy area and frames them within the broader state context. The final platform serves as a strategic roadmap—guiding advocacy efforts, supporting funding pursuits, and providing a transparent tool for City Council, staff, and the community. Through this focused and collaborative approach, CPPG ensures that Mountain House’s legislative platform is not just a list of priorities, but a clear strategy for effective engagement. • Relationship Building. By 2024, the entire Legislature will have fully turned over since 2012, and by 2026, the Newsom Administration will conclude, creating opportunities for the City to establish new relationships both within and outside your delegation. CPPG will build on your presence in Sacramento to develop robust ties with legislative leaders, the Administration, and key State agencies and staff. Our firm will continue fostering relationships within the Governor’s Office, HCD, DOF, Caltrans, CalSTA, CTC, and other departments with relevant programs and initiatives. As part of our on-boarding, we propose scheduling one-on-one meetings with specified City staff to inventory their individual political relationships with state legislative and Administration officials.
This allows us to clearly understand the strengths of current relationships, enabling your advocacy team to better develop bill and budget-specific strategies. We will strategize in advance on messaging, ensuring groundwork is laid for the City’s bill proposals. This comprehensive approach is vital for success at the critical moment when a vote on a controversial bill takes place. 1 Please note this falls under grant advisory services and has a cap of 1 meeting per quarter for grant assessment, which would be included as a part of this proposal. Full-service grant research and writing are outside of this proposed scope and would require a budget and scope amendment.
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12 • Federal Monitoring, Review, and Letter Writing. While CPPG is not a registered Federal advocacy firm, we maintain close contact with our clients’ Federal representatives, provide client-specific analysis of major Federal legislative packages, and as requested by the City, consult and advise in the drafting of letters, CIP requests, and other items. These activities ensure that you are kept apprised of important Federal actions that impact the City. • Frequent, Consistent Communication. We will deliver monthly policy status reports and detailed recaps in addition to supplemental materials during key legislative milestones (e.g., budget process memos, bill introduction deadlines, end of session etc.). Additionally, we will conduct monthly Zoom check-ins with your staff, increasing frequency upon request during legislative sessions, supported by an updated legislative matrix. These meetings will facilitate in-depth discussions on legislation and the latest developments.
• Educational Tour. Using your legislative priorities, CPPG is prepared to conduct an educational tour in theCapitolto drive awareness on the issues of greatest importance to theCity. This will ensure that the appropriate communication channels with legislative staff and legislators remain open throughoutthe 2025-2026 legislative session and beyond. • Targeted Engagement with Statewide Local Government Association and Local Agency Partners. CPPG has proven working relationships with the League of California Cities, California, California State Association of Counties, Rural Counties Representatives of California, Urban Counties of California, California Municipal Utilities Association, Association of California Water Agencies, California Special Districts Association, and other statewide local government advocacy organizations. These relationships will ensure that we can effectively communicate your policy positions to CPPG’s partners in these associations and agencies — and, when appropriate, incorporate a blended strategy — to achieve success on all matters of import to the City.
• FPPC. CPPG will file all required forms on behalf of the City, including but not limited to forms 602 (annual Lobbying Firm Activity Authorization) and 635 (Report of Lobbyist Employer).
CAPACITY AND STABILITY OF FIRM
California Public Policy Group (CPPG) is organized as an S-Corporation, founded by Dane Hutchings (sole Owner), and headquartered at 1127 11th Street, Suite 300, Sacramento, CA 95814. The firm currently employs 11 full-time professionals and engages 5 consultants to support its operations. Over the past six years, CPPG has established itself as a leader in state legislative advocacy and grant writing throughout California. Originally a standalone practice area of the Renne Public Law Group, LLP (RPLG), CPPG made the strategic decision to separate from RPLG effective October 1, 2024 and has since emerged as an independent entity. Throughout this transition, CPPG has retained all key personnel and clients while maintaining a strategic partnership with RPLG.
The legal separation required a new federal tax ID number as well as a new California Business License number (6047547).
CPPG is in good standing with all applicable state and federal agencies. To affirm the firm’s financial stability, a letter from a representative of our financial institution has been provided (Attachment A). As CPPG is within its first year of operation, we do not yet have a credit rating from a commercial rating agency.
Given the nature of the requested financial information and the potential for public disclosure of RFP responses, we respectfully request that any additional financial documentation—such as balance sheets or income EXHIBIT 1
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13 statements—be submitted only if CPPG is recommended for contract award, and further, that such information be reviewed confidentially pursuant to applicable exemptions under the California Public Records Act.
CPPG nor its principles are involved ongoing bankruptcy as a debtor, or in a reorganization, liquidation, or dissolution proceeding, or if a trustee or receiver has been appointed over all or a substantial portion of the property of the proponent under federal bankruptcy law or any federal insolvency.
Conflict of Interest
CPPG affirms that it has no known conflicts of interest that would impair its ability to represent the City of Mountain House. CPPG complies with all applicable federal, state, and local conflict of interest laws, including the Political Reform Act and FPPC regulations.
Depending on specific issues, cities may find themselves at odds with counties, special districts, or even with one another. While this is a common challenge for all Sacramento-based firms, at CPPG, we pride ourselves on our ability to balance the interests of our clients, regardless of the issue.
Should a situation arise where one client formally takes a position on legislation that conflicts with the adopted position of another client, we evaluate the nature of the conflict with each client. If appropriate, our firm is prepared to manage any conflict through the following process:
• Clear and Timely Communication of Actual or Perceived Conflict: As soon as we become aware of a potential conflict, we promptly inform all affected clients. • Issue(s) Separated and Assigned to Separate Advocates: The issue or issues in question are assigned to a single CPPG lobbyist and dedicated support team. • Ethical Wall Formed: All communication related to legislative activity, strategy, or any active direct or indirect advocacy efforts regarding the matter at hand are immediately “walled off” from one another until the matter is resolved.
• Contingency: In the event that, after this process has been enacted, the City is not satisfied, our firm is open to exploring other options that may provide the City with greater assurance, including potentially identifying and retaining a suitable subcontractor on a short-term basis specific to the singular issue, at no additional cost to the City until the matter is resolved.
CLIENT REFERENCES
Name Agency Services Email Phone
KimbraMcCarthy,
City Manager
City of
Mountain View
Lobbying
and Grant
Writing
kimbra.mccarthy@mountainvie
w.gov
650) 903-6301
Afshin Oskoui,
City Manager
City of
Belmont
Lobbying [email protected] (650) 595-7408
Anthony Valdez,
AssistantCity
Manager
City of
Bakersfield
Lobbying and
Grant
Writing
[email protected] (661) 326-3751
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14 Matt Durate,
Executive Director
CA
Association of
Recreation
and Park
Districts
Lobbying [email protected] (916) 722-5550
John Gillision,
City Manager
City of
Rancho
Cucamonga
Lobbying [email protected] (909) 774-2011 e
Active Client List (05/15/2025)
Burbank Hollywood Airport * City of El Cerrito + City of San Bernardino ** California Association of Psychiatric
Technicians*
City of Foster City * City of San Mateo +
California Association of Recreation and
Parks Districts *
City of Greenfield ** City of Santa Rosa +
California Municipal Clerks Association
*
City of Hidden Hills x City of Thousand Oaks*
City of Bakersfield + City of Merced + City of Vernon * City of Beaumont + City of Morgan Hill x City of Westlake Village x City of Belmont * City of Mountain View + Silicon Valley Clean Energy ** City of Brisbane ** City of Rancho
Cucamonga +
San Bernardino Community
College District **
City of Carlsbad * City of Redwood City + Town of Hillsborough * City of Corona * City of Roseville * * Legislative Advocacy Only ** Grant Services Only
+ Both Services City of Eastvale X Legislative or Grants Advisory *
COSTS ASSOCIATED WITH THE SUMMARY OF PROPOSED PLAN
Contract Year Monthly
Amount
Annual
Year 1: 09/01/25-06/30/2026 Baseline Service Total $5,500.00 $55,000 10 Full Months (Sept 2025- June 2026)
As Needed In-Person Travel Budget As Needed/
By Request
$5,000.00*
Year 1 Total Not-To-Exceed $60,000.00
Year 2: 07/01/2026-06/30/2027 Baseline Service
Total
$5,500.00 $66,000.00
As Needed In-Person Travel Budget As Needed/
By Request
$5,000.00*
Year 2 Total Not-To-Exceed $71,000.00
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15 Year 3: 07/01/2027-06/30/2028 Baseline Service
Total
$5,500.00 $66,000
As Needed In-Person Travel Budget As Needed/
By Request
$5,000.00*
Year 3 Total Not-To-Exceed $71,000.00
Total Baseline Service Total (34-Month Term) $187,000.00 Total Not-To-Exceed Contract Service Total (34-
Month Term)
$202,000.00*
* Please Note: the Annual $5,000.00 not-to-exceed annual travel set aside would only be used in connected with client-request travel (e.g. Hotel, transportation, mileage etc. associated with a requested in-person meeting). No travel-related expenses shall be assessed unless specifically requested and approved by the client.
CPPG affirms its ability and intent to finalize and enter a contract with the City with a term commencing on September 1, 2025. The individual listed below is authorized to bind the contract.
Dane Hutchings, CEO + Founder
1127 11th Street, Ste. 300
Sacramento, CA 95814
[email protected]
(916) 974-9270
The proposal is valid for 60 days from date of submission.
SAMPLE LETTER OF CORRESPONDENCE
April 25, 2025
The Honorable Diane Papan
California State Assembly
1021 O Street, Room 4220
Sacramento, CA 95814
Re: Assembly Bill 650 – Planning and zoning: housing element: regional housing needs allocation – SUPPORT (As Amended March 28, 2025)
Dear Assemblymember Papan,
On behalf of the City of Merced, I write to express our support for Assembly Bill (AB) 650, which would which would allow local governments to begin the housing element update process six months early, provide greater certainty and reduce ambiguity in the housing element review process, and ensure that local governments have adequate time to respond to the California Department of Housing and Community Development’s (HCD) review letters.
As a growing city in the San Joaquin Valley, Merced faces the complex challenge of planning for housing across all income levels while balancing infrastructure needs, community input, and long-term sustainability. Like many Valley communities, Merced must navigate the delicate intersection of growth, affordability, and EXHIBIT 1
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16 resource constraints, all within the framework of California’s housing element law. Since 1969, local governments have been required to prepare a housing element as part of their general plan, detailing how they will accommodate housing for residents across all income levels. Through the Regional Housing Needs Allocation (RHNA) process, cities like Merced must identify and zone appropriate sites, outline programs to promote fair and affordable housing, and meet rigorous certification standards set by the Department of Housing and Community Development (HCD). This cycle, local jurisdictions are planning and zoning for nearly
2.5 million additional homes statewide—a monumental task that requires balancing local character with state mandates, particularly for rapidly growing regions such as the San Joaquin Valley.
During the 6th RHNA cycle, local governments experienced various challenges in obtaining certification from HCD. Some of the challenges include a short timeline for completing these complex documents and responding to HCD’s feedback, a lack of clarity regarding what the state expects from local governments when reviewing additional housing element drafts, and the introduction of new requirements late in the housing element review process.
AB 650 would address these issues by allowing local governments to begin updating their housing element six months earlier. The bill would also require HCD to provide specific text and analysis that must be included in the housing element to remedy deficiencies, ensuring that local governments are not penalized when HCD identifies additional deficiencies not previously identified in prior review letters.
For these reasons, we are pleased to support AB 650 and thank you for your leadership on this most important issue. Should you have any questions, please contact our legislative advocate Sharon Gonsalves with California Public Policy Group at 916-974-9270.
Sincerely,
Matthew Serratto
Mayor
City of Merced
CC: Members and Staff of the Assembly Housing and Community Development Committee The Honorable Esmeralda Soria, Assembly District 27
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STATE LEGISLATIVE AND FUNDING
ADVOCACY SERVICES
SERVICES
RFP PW2502
REQUEST FOR PROPOSALS
Proposals must be submitted to the City of Mountain House by:
3:00 p.m. Pacific Standard Time on Monday, May 19, 2025 The City of Mountain House will reject any proposals received after the date and time noted above.
Proposals will be evaluated by the Selection Committee for review following the criteria set forth within this RFP.
INQUIRIES REGARDING THIS RFP: Do not contact City personnel other than the person(s) indicated below. If needed, please send a single email inquiry if there are multiple questions concerning the scope of professional services required.
Karen Morgan, Utility Manager: [email protected] | (209) 831-2300 EXHIBIT 1
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HOW TO RESPOND TO THIS RFP: To appropriately respond to this RFP, please submit four hard copies and one digital copy of the proposal to the following address:
City of Mountain House Town Hall
Attn: Karen Morgan, Utility Manager
251 E. Main St.
Mountain House CA. 95391
Submit electronic copy to Karen Morgan at [email protected] DUE DATE: This proposal is due May 19, 2025. Proposers are solely responsible for ensuring timely receipt of proposals and responses received after the due date will not be considered.
Postmark date will not constitute timely delivery. The proposal must arrive at the address noted above before 5:00 p.m. Pacific Time on the closing date listed below.
The RFP timeline for selection is as follows:
Distribution of RFP May 5, 2025
Due date for response to RFP May 19, 2025
Complete Evaluation of Proposals May 28, 2024
Interviews, if needed (tentative) June 6-8, 2025
City Council Consideration/Approval (tentative) June 25, 2025 Agreement Effective Date July 1, 2025
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CONTENTS
1-INTRODUCTION........................................................................................................................................................... 1 2-BACKGROUND............................................................................................................................................................. 1 3-SCOPE OF SERVICES .................................................................................................................................................... 2 4-TIMEFRAME AND BUDGET.......................................................................................................................................... 4 5-RESPONSE TO THE RFP................................................................................................................................................ 4 6-THE PROPOSAL............................................................................................................................................................ 4 7-ATTACHMENTS TO THIS RFP....................................................................................................................................... 7 EXHIBIT 1
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1-INTRODUCTION
The City of Mountain House (City) is requesting proposals from firms to provide contracting services for State Legislative and Funding Advocacy Services.
2-BACKGROUND
City of Mountain House is an all-inclusive, family-oriented community that serves today's vibrant and exhilarating lifestyle. Mountain House is a Master Planned community located in San Joaquin County. The population of Mountain House is approximately 28,000, with an ultimate planned buildout of 44,000.
The government agency of Mountain House was formed in 1996. The Mountain House community reached 1,000 registered voters, which prompted a vote for independence in the Spring of 2008 and an independent local Board of Directors in the Fall of 2008. The MHCSD Board of Directors set policies, ordinances, and regulations to benefit Mountain House residents. The MHCSD Board of Directors appointed the MHCSD General Manager. The General Manager was responsible for administering all government activities for the Mountain House community and appoints the Department heads. The MHCSD is one of the few public agencies that enforce Master Restrictions, similar to Conditions, Covenants & Restrictions (CC&Rs).
In unincorporated areas, basic services like water, sewer, security, and fire protection are usually provided by the county. Because counties often consist of large and diverse geographical areas, providing a consistent and adequate service level across all areas can be difficult. Consequently, the Community Services District Law (Government Code §61000- 61850) was created to provide an alternate method of providing services in unincorporated areas. The law allows residents of an unincorporated area to initiate the formation of a community services district (also referred to as “CSD”). A CSD is authorized to provide a wide variety of services, including water, garbage collection, wastewater management, security, fire protection, public recreation, street lighting, mosquito abatement, conversion of overhead utilities to underground, library services, ambulance services, and graffiti abatement. A CSD may span unincorporated areas of multiple cities and/or counties. A CSD may issue bonds or form an improvement district to issue bonds, as any City or County might do. Any bond issuance or other long-term debt will require a 2/3rds majority approval of registered voters residing within the CSD. Mountain House successfully transitioned from a Community Service District to an incorporated city on July 1, 2024.
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3-SCOPE OF SERVICES
An overview of the services expected to be provided by the Consultant will include the following:
Legislative Program Consultation
• Advise the City in the development of an annual state and legislative platform and program • Meet with stakeholders to develop legislative platform • Provide a recommended government relations strategy
• Provide recommendations for legislative priorities based on opportunities and threats to the City • Advise the City in the identification of an annual state funding strategy and list of funding priorities
Legislative Advocacy
• Work with the City Council, City Manager and key staff to discuss goals, objectives, opportunities and priorities.
• Support a positive relationship with the Governor’s Office, State Legislature, State Water Resources Control Board, California Department of Parks and Recreation, Office of Emergency Management, Department of Transportation and/or other agencies in representing the City’s specific interests.
• Identify and monitor legislation and state regulatory processes, including specific analysis of administrative, legislative and regulatory matters that may impact the City. • Assist departments on the means and methods of maximizing State funding for City programs.
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• Facilitate meetings with State Legislators and agency department leaders to provide the City the opportunity to meet face-to-face with key decision-makers on pertinent City issues. • Lobby for the City’s position on legislation and regulatory matters of interest that benefit the City and oppose legislation or regulations not beneficial to the City. • Provide regular (weekly and/or monthly) written reports for the City Council and City Manager on legislation or regulations affecting the City on key issues and legislative committee activity during the legislative session.
• Respond to inquiries from the League of California Cities (League) relating to impacts that specific legislation or regulations may have on the City. • Engage key officials (executive, legislative and local government) and stakeholders to support the City’s objectives to secure permits, grants, incentives, and favorable laws and regulations. • Provide training when needed regarding the process of implementing both legislative and regulatory changes.
• Assist in the development of the City’s annual legislative platform, drafting legislation and amendments, as necessary.
Legislative Advocacy
• Advocate in Sacramento, CA and Washington, DC to accurately and persuasively present the position of the City
• Establish relationships with key legislators and staff • Provide early details on emerging issues
• Share knowledge of trade-offs impacting legislative framing and funding • Target funding allocations and grant applications
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4-TIMEFRAME AND BUDGET
The estimated time frame to have the RFP process completed and a contract in place is as follows:
Distribution of RFP May 5, 2025
Due date for response to RFP May 19, 2025
Complete Evaluation of Proposals May 28, 2025
Interviews, if needed (tentative) June 6-8, 2025
City Council Consideration/Approval (tentative) June 25, 2025 Agreement Effective Date July 1, 2025
5-RESPONSE TO THE RFP
The signed proposal may be emailed, mailed, or hand-delivered to the City, to be received by 5:00 p.m. (PST) on May 19, 2025 at the address provided by the submittal deadline. Postmarks do not apply for meeting this deadline.
Delivery address: City of Mountain House
Attn: Karen Morgan, Utility Manager
251 E. Main Street
Mountain House, CA 95391
Or
Email: [email protected]
Phone: (209) 831-2300
6-THE PROPOSAL
Submission of Proposals - The following material is required to for a proposing firm to be considered:
1) Executive Summary (1 page)
• Cover letter on company letterhead addressing City’s requirements and consultant’s qualification to perform this work
• Overview of the firm: how long has the firm been in business, size of the firm, the average number of clients within the firms’ portfolio, the type(s) of clients within the firm’s portfolio and firm’s primary areas(s) of expertise
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• The letter should be signed by an officer of the firm authorized to bind the firm to all comments made in the response, and shall include the name, address, phone number and e-mail address of the person(s) to contact who will be authorized to represent your firm 2) Qualifications (1-5 pages)
• Describe the firm’s experience with the state legislative process and funding acquisition. Describe specifically experience representing clients with similarities to Mountain House including size, demographics, geography, tourism, and legislative issues. • Describe the qualifications of the lead person(s) that will serve as the primary contact for the City (1) Include tenure with the firm and years of experience in the field (2) Include comparable cities the lead represents and the length of the relationship with those clients
(3) Provide examples of the leads,successes or major accomplishments for municipal clients • List the staff that will directly support the lead contact for the City and their qualifications • Provide examples of the firm’s successes or major accomplishments in advocating/lobbying for municipalities including legislation, programs, projects or funding awards that have been forwarded through the legislature and/or relevant agencies
• Provide specific successes and identify key staff or partners with expertise and professional relationships in each of the following areas that are critical to City advocacy:
(1) Funding advocacy for transportation projects and accessibility improvements with CalTrans, the California Transportation Committee, and the US Department of Transportation (2) Advocacy for economic development programs and funding including broadband deployment (3) Advocacy for community development programs and funding including housing and homelessness
(4) Funding advocacy for public safety initiatives, personnel, and equipment (5) Funding advocacy for emergency management initiatives (6) Advocacy for community services funding related to library services, trails, parks, recreation programs and open space
(7) Advocacy for water policy and water rights as well as funding for water related infrastructure and conservation
(8) Advocacy for stormwater and wastewater regulations, permitting and capital funding 3) Approach (1-2 pages)
• Describe the firm’s acumen in understanding and successfully navigating the political and legislative environment, including the firm’s demonstrated success in working with various individuals and organizations on legislative issues and the ability to quickly identify and analyze legislation and other political trends
• Provide a brief summary of the steps the firm would take to assist the City'sin meeting its legislative objectives including a description of the firms experience in assisting municipalities in developing and executing legislative platforms
• Highlight innovative ideas your firm may have to provide these services and explain why your approach is advantageous to the City
• Provide examples of regular reporting formats offered to other clients • Describe how the firm addresses potential conflicts between clients EXHIBIT 1
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4) Capacity and Stability of Firm (1 page)
• Provide an overview of organizational structure, ownership, configuration, and capitalization of your firm
• Provide background information including your firm’s location, hours of office, length of time in business, and number of full-time personnel
• Provide a full and detailed presentation of the true condition of the proponent’s assets, liabilities and net worth. The report should include a balance sheet and income statement. If the proponent is a new partnership or joint venture, individual financial statement must be submitted for each general partner or joint venture thereof. If firm is a publicly held corporation, the most current annual report should be submitted.
Any proponent who, at the time of submission, is involved in an ongoing bankruptcy as a debtor, or in a reorganization, liquidation, or dissolution proceeding, or if a trustee or receiver has been appointed over all or a substantial portion of the property of the proponent under federal bankruptcy law or any federal insolvency, may be declared non-responsive. 5) Client References (1 page)
• List of current clients and past clients of similar nature • Five references with whom you have done business in the past five years, including name, title, telephone number and email address
• A listing of all matters in which the firm or any of its lobbyists or attorneys have represented a party or client adverse to the City within the last five years 6) Costs associated with the summary of Proposed Plan (1 page) • Provide detailed fee structure for a two-year term on a page entitled "Consultant’s Fee Schedule" under separate cover
• Indicate monthly retainer and estimated travel expenses; if fee is “all inclusive”, indicate if the fee includes travel and for how many visits or any restrictions or caveats (such as a limit on the number of issues included as part of the platform, etc.) associated with the fee • Finalist’s fee structure may be subject to negotiation • Firm’s ability to finalize and enter into a contract with the City for a term to commence July 1, 2025, including the firm’s ability to devote resources to the full representation of the City. Proposal shall provide the name, title, address, telephone number, email address and signature of the individual(s) with the authority to bind the firm to a contract and expressly state the proposal is valid for 60 days; and
• The City has no obligation to award a contract based on the submittal of an RFP. 7) Sample Letter of Correspondence (1 page)
• Please submit a sample letter of correspondence taking a position on a legislative issue EXHIBIT 1
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7-ATTACHMENTS TO THIS RFP
Attachment A: Sample Professional Services Agreement
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CONTRACT ID # A-2526-36
12 EXHIBIT B
COMPENSATION SCHEDULE & REIMBURSABLE EXPENSES
1) Compensation Schedule.
2) Reimbursable Expenses.
Reimbursable expenses for Consultants working for City of Mountain House shall follow the guidelines outlined below. An invoice and receipts, outlining travel expenses, shall be submitted to City of Mountain House after the travel has occurred.
Expense Type Reimbursement Policies Receipt Required
Airfare Actual cost of the least expensive class available.
Business class and first class are not reimbursable.
Yes
Airline Baggage Fees Actual expense. Yes
Rental Car Reimbursement for rental cars will be for a
standard size car or smaller and will be
reimbursed for the actual expense.
Yes
Airport Shuttle Actual expense, including gratuity. Yes Taxi Actual expense, including gratuity. Yes
Meals & Incidentals Actual expense, including gratuity. Itemized receipts must be included for reimbursement. No
alcohol.
Other incidentals per itemized receipt.
Yes
Hotel Lodging obtained will be reasonable and in line
with the moderate priced hotels for the area.
Reimbursement will be only for room charge,
taxes, and parking (if applicable).
Itemized receipts must be included for
reimbursement.
Yes
Privately Owned Vehicle
Mileage Rate
IRS allowable rate for the current year. No
Office Incidentals Actual expense.
Copies/printing, courier/express delivery fees,
phone calls.
Yes
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CONTRACT ID # A-2526-36
13 EXHIBIT C
INSURANCE REQUIREMENTS
1) Required Coverage. Consultant shall maintain all required insurance listed herein for the duration of this Agreement.
TYPE OF INSURANCE MINIMUM LIMITS
Commercial General Liability
Premises Liability; Products and Completed
Operations; Contractual Liability; Personal
Injury and Advertising Liability
$1,000,000 per occurrence;
Bodily Injury and Property Damage
$2,000,00 in the aggregate; Commercial general
coverage shall be at least as broad as Insurance
Services Office Commercial General Liability
occurrence form CG 0001 (most recent edition)
covering comprehensive General Liability on an
“occurrence” basis
Commercial or Business Automobile
Liability
All owned vehicles, hired or leased
vehicles, non-owned, borrowed and
permissive uses. Personal Automobile
Liability is acceptable for individual
Consultants with no transportation or
hauling related activities
$1,000,000 per occurrence;
Any Auto; Bodily Injury and Property Damage.
Automobile coverage shall be at least as broad as
Insurance Services Office Automobile Liability
form CA 0001 (most recent edition), Code 1 (any
auto). No endorsement shall be attached limiting
the coverage.
Workers’ Compensation (WC) and
Employers Liability (EL)
Required for all Consultants with
employees
WC: Statutory Limits
EL: $100,000 per accident for bodily injury or
disease. Consultant may rely on a self-insurance
program to meet those requirements, but only if the
program of self-insurance complies fully with the
provisions of the California Labor Code. The
insurer shall waive all rights of subrogation against
City of Mountain House and its officers, officials,
employees, and volunteers for loss arising from
Work performed under this Agreement
Professional Liability/Errors &
Omissions
Required for all Consultants performing
services with licensed professionals.
Includes endorsements of contractual
liability
$1,000,000 per occurrence
$2,000,000 policy aggregate; Any deductible or
self-insured retention shall not exceed $150,000 per
claim
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CONTRACT ID # A-2526-36
14 2) Additional requirements. Each of the following shall be included in the insurance coverage or added as a certified endorsement to the policy:
a) Term. All required insurance shall be maintained during the entire term of the Agreement with the following exception: Insurance policies and coverage(s) written on a claims-made basis shall be maintained during the entire term of the Agreement and until three (3) years following termination and acceptance of all Work provided under the Agreement, with the retroactive date of said insurance (as may be applicable) concurrent with the commencement of activities pursuant to this Agreement. b) Additional Insured. All insurance required above with the exception of Professional Liability, Personal Automobile Liability, Workers’ Compensation and Employers Liability, shall be endorsed to name as additional insured: City of Mountain House, its Board of Directors, and all City of Mountain House officers, agents, employees, volunteers and representatives.
c) Primary Insurance. For any claims related to this Agreement or the Work hereunder, the Consultant’s insurance covered shall be primary insurance as respects City of Mountain House, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by City of Mountain House, its officers, officials, employees, or volunteers shall be excess of the Consultant’s insurance and shall not contribute with it. d) Cancellation. Each insurance policy required by this clause shall be endorsed to state that coverage shall not be canceled by either party, except after 30 days’ prior written notice has been provided to City of Mountain House.
e) Certificates of Insurance. Before commencing operations under this Agreement, Consultant shall provide Certificate(s) of Insurance and applicable insurance endorsements, in form and satisfactory to City of Mountain House, evidencing that all required insurance coverage is in effect. City of Mountain House reserves the rights to require the Consultant to provide complete, certified copies of all required insurance policies.
f) Sub-Consultants. Consultant shall include all sub-Consultants as an insured (covered party) under its policies or shall furnish separate certificates and endorsements for each sub-Consultant. All coverages for sub-Consultants shall be subject to all of the requirements stated herein.
g) Claims-made limitations. The following provisions shall apply if the professional liability coverage is written on a claims-made form:
i) The retroactive date of the policy must be shown and must be before the date of the Agreement.
ii) Insurance must be maintained and evidence of insurance must be provided for at least five years after completion of the Agreement or the Work, so long as commercially available at reasonable rates.
iii) If coverage is canceled or not renewed and it is not replaced with another claimsmade policy form with a retroactive date that precedes the date of this Agreement, EXHIBIT 1
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15 Consultant must purchase an extended period coverage for a minimum of three (3) years after completion of Work under this Agreement. iv) A copy of the claim reporting requirements must be submitted to City of Mountain House for review prior to the commencement of any Work under this Agreement.
3) All Policies Requirements.
a) Acceptability of insurers. All insurance required by this section is to be placed with insurers with a Bests' rating of no less than A:VII. Insurance shall be maintained through an insurer with a minimum A.M. Best Rating of A- or better, with deductible amounts acceptable to City of Mountain House. Acceptance of Consultant’s insurance by City of Mountain House shall not relieve or decrease the liability of Consultant hereunder. Any deductible or self-insured retention amount or other similar obligation under the policies shall be the sole responsibility of the Consultant.
b) Deductibles and Self-Insured Retentions. Consultant shall disclose to and obtain the written approval of City of Mountain House for the self-insured retentions and deductibles before beginning any of the Work called for by any term of this Agreement.
At the option of City of Mountain House, either: the insurer shall reduce or eliminate such deductibles or self-insured retentions as respects City of Mountain House, its officers, employees, and volunteers; or the Consultant shall provide a financial guarantee satisfactory to City of Mountain House guaranteeing payment of losses and related investigations, claim administration and defense expenses. c) Wasting Policies. No policy required by this Section 4 shall include a “wasting” policy limit (i.e. limit that is eroded by the cost of defense). d) Waiver of Subrogation. Consultant hereby agrees to waive subrogation which any insurer or Consultant may require from vendor by virtue of the payment of any loss.
Consultant agrees to obtain any endorsements that may be necessary to affect this waiver of subrogation. The Workers’ Compensation policy shall be endorsed with a waiver of subrogation in favor of the entity for all Work performed by Consultant, its employees, agents, and sub-Consultants.
4) Remedies. In addition to any other remedies City of Mountain House may have if Consultant fails to provide or maintain any insurance policies or policy endorsements to the extent and within the time herein required, City of Mountain House may, at its sole option exercise any of the following remedies, which are alternatives to other remedies City of Mountain House may have and are not the exclusive remedy for Consultant’s breach:
a) Obtain such insurance and deduct and retain the amount of the premiums for such insurance from any sums due under the Agreement;
b) Order Consultant to stop work under this Agreement or withhold any payment that becomes due to Consultant hereunder, or both stop work and withhold any payment, until Consultant demonstrates compliance with the requirements hereof; and/or c) Terminate this Agreement.
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CONTRACT ID # A-2526-36
16 EXHIBIT D
REQUIREMENTS OF PUBLIC WORKS CONTRACTS
1) Wages. As applicable pursuant to Federal and State of California statutes and regulations:
a) In accordance with Labor Code Section 1773.2, City of Mountain House has determined the general prevailing wages in the locality in which the Work described in Exhibit A are to be performed for each craft or type of work needed, as published by the State of California Department of Industrial Relations, Division of Labor Statistics and Research, a copy of which is on file in City of Mountain House Public Works Office, and shall be made available on request. Consultant and sub-Consultants engaged in the performance of the Work shall pay no less than these rates to all persons engaged in performance of the Work.
b) In accordance with Labor Code Section 1775, Consultant and any sub-Consultants engaged in performance of the Work shall comply with Labor Code Section 1775, which establishes a penalty of up to $200 per day for each worker engaged in the performance of the Work for which Consultant or any sub-Consultant pays less than the specified prevailing wage. A mistake, inadvertence, or neglect in failing to pay the correct rate of prevailing wages is not excusable if Consultant or sub-Consultant had knowledge of their obligations under the Labor Code. Consultant or sub-Consultant shall pay the difference between the prevailing wage rates and the amount paid to each worker for each calendar day or portion thereof for which each worker was paid less than the prevailing wage rate.
If a sub-Consultant worker engaged in performance of the services described in Exhibit A is not paid the general prevailing per diem wages by the sub-Consultant, Consultant is not liable for any penalties therefore unless Consultant had knowledge of that failure or unless the Consultant fails to comply with all of the following requirements:
i) The contract executed between Consultant and the sub-Consultant for the performance of part of the Work shall include a copy of the provisions of Labor Code Sections 1771, 1775, 1776, 1777.5, 1813, and 1815.
ii) Consultant shall monitor payment of the specified general prevailing rate of per diem wages by the sub-Consultant by periodic review of the sub-Consultant’s certified payroll records.
iii) Upon becoming aware of a sub-Consultant’s failure to pay the specified prevailing rate of wages, Consultant shall diligently take corrective action to halt or rectify the failure, including, but not limited to, retaining sufficient funds due the sub-Consultant for performance of the Work.
iv) Prior to making final payment to the sub-Consultant, Consultant shall obtain an affidavit signed under penalty of perjury from the sub-Consultant that the subConsultant has paid the specified general prevailing rate of per diem wages for employees engaged in the performance of the Work any amounts due pursuant to Labor Code Section 1813.
c) In accordance with Labor Code Section 1776, Consultant and each sub-Consultant engaged in performance of the Work shall keep accurate payroll records showing the name, address, social security number, work, straight time and overtime hours worked each day and week, and the actual per diem wages paid to each journeyman, apprentice, worker, or other employee employed in performance of the Work. Each payroll record EXHIBIT 1
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17 shall contain or be verified by a written declaration that it is made under penalty of perjury, stating both of the following:
i) The information contained in the payroll record is true and correct. ii) The employer has complied with the requirements of Sections 1771, 1811, and 1815 for any work performed by the employer’s employees on the public works project.
The payroll records required pursuant to Labor Code Section 1776 shall be certified and shall be available for inspection by City of Mountain House and its authorized representatives, the Division of Labor Standards Enforcement, and the Division of Apprenticeship Standards of the Department of Industrial Relations, and shall otherwise be available for inspection in accordance with Labor Code Section 1776. d) In accordance with Labor Code Section 1777.5, Consultant, on behalf of Consultant and any sub-Consultants engaged in performance of the Work, shall be responsible for ensuring compliance with Labor Code Section 1777.5 governing employment and payment of apprentices on public works contracts.
e) Consultant or any sub-Consultant, in performance of the Work, employs any person in a trade or occupation (except executive, supervisory, administrative, clerical, or other nonmanual workers as such) for which no minimum wage rate has been determined by the Director of the Department of Industrial Relations, Consultant shall pay the minimum rate of wages specified therein for the classification that most nearly corresponds to the Work performed by that person. The minimum rate thus furnished shall be applicable as a minimum for such trade or occupation from the time of the initial employment of the person affected and during the continuance of such employment. 2) DIR Registration.
At all times, Consultant shall be registered with the Department of Industrial Relations and qualified to perform public work consistent with Labor Code section 1725.5, except in limited circumstances as set forth in Labor Code section 1771.1. No Consultant or sub-Consultant may be awarded a contract for public work on a public works project unless registered with the Department of Industrial Relations pursuant to Labor Code Section 1725.5. Consultant agrees, in accordance with Section 1771.4 of the Labor Code, that if the Work under this Agreement qualifies as a public works project, it is subject to compliance monitoring and enforcement by the Department of Industrial Relations.
5615290.3
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251 E MAIN STREET, MOUNTAIN HOUSE, CA 95391
(209) 831-2300 ● (209) 831-5610 FAX
CONSULTANT AGREEMENT
CONTRACT ID # A-2526-37
DATE: September 1, 2025
PARTIES: City of Mountain House:
CONSULTANT:
City of Mountain House
251 E. Main Street
Mountain House, CA 95391
Foley & Lardner LLP
3000 K Street, N.W. Suite 600
Washington, DC 20007-5101
The Parties agree as follows:
1. Priority of Documents:
Each of the items listed below is hereby incorporated into this Agreement by this reference. In the event of an inconsistency in this Agreement, the inconsistency shall be resolved by giving precedence in the following order:
Α. Applicable Federal and State of California statutes and regulations, this Agreement and its exhibits.
B. Consultant’s Proposal dated May 30, 2025.
2. Terms of Services:
2.1 Scope of Services. Subject to the terms and conditions set forth in this Agreement, Consultant agrees to provide federal legislative and funding advocacy services, as further described in Exhibit A, Scope of Service (the “Work”).
2.2 Term of Agreement. This Agreement shall commence on September 1, 2025 and continue until June 30, 2028 unless said Work is completed on a date prior thereto or unless terminated earlier as provided herein. Consultant shall complete the Work described in Exhibit A on or before that date, unless the term of the Agreement is otherwise terminated or extended, as provided for in Section 8. The time provided to EXHIBIT 2
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CONTRACT ID # A-2526-37
2 Consultant to complete the services required by this Agreement shall not affect City of Mountain House’s right to terminate the Agreement, as referenced in Section 8.
2.3 Standard of Performance. Consultant shall perform all Work in a first-class manner in conformance with the standards of quality normally observed by a person practicing in Consultant’s profession.
2.4 Inspection. All Work performed and materials (if any) provided by Consultant shall be subject to inspection and approval by City of Mountain House.
2.5 Consultant’s Warranties and Guarantee. Consultant warrants to City of Mountain House that all materials and equipment furnished under this Agreement will be new unless City of Mountain House agrees otherwise in writing, and that all Work will be of good quality, free from faults and defects and in conformance with this Agreement. All Work not so conforming to these standards may be deemed defective by City of Mountain House. If required by City of Mountain House, the Consultant shall furnish to City of Mountain House satisfactory evidence as to the kind and quality of materials, equipment, and methods of installation by the Consultant or sub-Consultants.
Consultant shall guarantee the Work to be free of defects in material and workmanship for a period of one (1) year following City of Mountain House’s acceptance of the Work (“Consultant’s Guarantee”). As part of Consultant’s Guarantee, Consultant agrees to make, at Consultant’s sole cost and expense, all repairs or replacements made necessary by defects in material or workmanship which become evident within the one-year guarantee period.
2.6 Assignment of Personnel. Consultant shall assign only competent personnel to perform services pursuant to this Agreement. In the event that City of Mountain House, in its sole discretion and at any time during the term of this Agreement, desires the reassignment of any such persons, Consultant shall, immediately upon receiving notice from City of Mountain House of such desire of City of Mountain House, reassign such person or persons.
2.7 Time is of the Essence. The parties agree time is of the essence. Consultant shall devote such time to the performance of the Work as may be reasonably necessary to timely finish the Work, meet the standard of performance provided in Section 2.3 above, and satisfy Consultant’s obligations hereunder.
2.8 Public Works Requirements. Because the Work described in Exhibit A constitutes a public works within the definition of Section 1720(a)(1) of the Labor Code, Consultant is required to comply with the provisions of the Labor Code applicable to public works projects, as further described in Exhibit D. Consultant shall waive, indemnify, hold harmless, and defend City of Mountain House concerning any liability arising out of Labor Code Section 1720 et seq.
3. Terms of Payment.
3.1 Compensation. City of Mountain House hereby agrees to pay Consultant a sum not to exceed Three hundred sixty-three thousand dollars, ($363,000) notwithstanding any contrary indications that may be contained in Consultant’s proposal for services to be EXHIBIT 2
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3 performed and reimbursable costs incurred under this Agreement. City of Mountain House shall pay Consultant for services rendered pursuant to this Agreement at the time and in the manner set forth herein. The payments specified below shall be the only payments from City of Mountain House to Consultant for services rendered pursuant to this Agreement. Consultant shall submit all invoices to City of Mountain House in the manner specified herein. Except as specifically authorized by City of Mountain House in writing, Consultant shall not bill City of Mountain House for duplicate services performed by more than one person.
Consultant and City of Mountain House acknowledge and agree that compensation paid by City of Mountain House to Consultant under this Agreement is based upon Consultant’s estimated costs of providing the services required hereunder, including salaries and benefits of employees and sub-Consultants of Consultant. Consequently, the parties further agree that compensation hereunder is intended to include the costs of contributions to any pensions and/or annuities to which Consultant and its employees, agents, and sub-Consultants may be eligible. City of Mountain House therefore has no responsibility for such contributions beyond compensation required under this Agreement.
3.2 Invoices. Consultant shall submit invoices not more often than once a month during the term of this Agreement based on the cost for services performed and reimbursable costs incurred prior to the invoice date via e-mail to [email protected]. Invoices delivered to any other e-mail address will be deemed undelivered and not paid.
Invoices shall contain the following information:
a. Contract ID number;
b. Federal Tax Payer Identification Number;
c. The beginning and ending dates of the billing period; d. A task summary containing the original contract amount, the amount of prior billings, the total due this period, the balance available under the Agreement, and the percentage of completion;
e. At City of Mountain House’s option, for each Work item in each task, a copy of the applicable time entries or time sheets shall be submitted showing the name of the person doing the Work, the hours spent by each person, a brief description of the Work, and each reimbursable expense;
f. The total number of hours of Work performed under the Agreement by Consultant and each employee, agent, and sub-Consultant of Consultant performing services hereunder; and
g. The Consultant’s signature.
3.3 Monthly Payment. City of Mountain House shall make monthly payments, based on invoices received, for services satisfactorily performed and for authorized reimbursable EXHIBIT 2
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4 costs incurred. City of Mountain House shall have thirty (30) days from the receipt of an invoice that complies with all of the requirements above to pay Consultant.
3.4 Final Payment; Retention Payment. If all services required have been satisfactorily performed, City of Mountain House shall pay the last five percent (5%) of the total sum due pursuant to this Agreement within sixty (60) days after completion and acceptance of the Work, or other applicable event under law, and submittal to City of Mountain House of a final invoice.
3.5 Total Payment.
a. City of Mountain House shall pay for the Work performed by Consultant pursuant to this Agreement. City of Mountain House shall make no payment for any extra, further, or additional service pursuant to this Agreement. b. In no event shall Consultant submit any invoice for an amount in excess of the maximum amount of compensation provided above either for a task or for the entire Agreement unless the Agreement is modified prior to the submission of such an invoice by a properly executed change order or amendment. c. City of Mountain House shall not pay any invoice or otherwise provide compensation to Consultant in excess of the maximum amount of compensation provided herein unless the Agreement is modified prior to the performance of such Work or services. d. City of Mountain House shall not pay any invoice or otherwise provide compensation to Consultant for Work or services performed after the expiration or termination of this Agreement unless the Agreement is modified prior to the performance of such Work or services.
3.6 Hourly Rate/Fees. Unless the services provided are for a lump sum or flat fee, fees for Work performed by Consultant on an hourly basis shall not exceed the amounts shown on the compensation cost proposal attached hereto as Exhibit B and incorporated herein. In the event of a conflict in or inconsistency between the terms of this Agreement and Exhibit B, the Agreement shall prevail.
3.7 Reimbursable Expenses. Reimbursable expenses are specified in Exhibit B.
Reimbursable expenses not listed in Exhibit B are not chargeable to City of Mountain House. Reimbursable expenses shall not include a mark-up and shall be billed as a direct costs. In no event shall expenses be advanced by City of Mountain House to the Consultant. Reimbursable expenses are included in the total amount of compensation provided under this Agreement that shall not be exceeded.
3.8 Payment of Taxes. Consultant is solely responsible for the payment of employment taxes incurred under this Agreement and any similar federal or state taxes.
3.9 Payment upon Termination. In the event that City of Mountain House or Consultant terminates this Agreement pursuant to Section 8, City of Mountain House shall compensate the Consultant for all outstanding costs and reimbursable expenses incurred for Work satisfactorily completed as of the date of written notice of termination.
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5 Consultant shall maintain adequate logs and timesheets to verify costs incurred to that date.
3.10 Authorization to Perform Services. The Consultant is not authorized to perform any services or incur any costs whatsoever under the terms of this Agreement until receipt of authorization from the Contract Administrator.
4. Consultant’s Status:
4.1 Independent Consultant. In the performance of the Work, duties, and other obligations imposed by this Agreement, the Consultant is at all times acting as an Independent Consultant practicing his or her profession and not as an employee of City of Mountain House. Consultant shall perform the Work in accordance with currently approved methods and standards of practice in the Consultant’s professional specialty. A copy of Consultant’s current business license shall be provided to City of Mountain House. The Consultant shall not have any claim under this Agreement or otherwise against City of Mountain House for vacation, sick leave, retirement benefits, social security or worker’s compensation benefits. The Consultant shall be responsible for federal and state payroll taxes such as social security and unemployment. San Joaquin County will issue a form 1099 at year-end on behalf of City of Mountain House for fees earned.
4.2 Consultant Not an Agent. Except as City of Mountain House may specify in writing, Consultant shall have no authority, express or implied, to act on behalf of City of Mountain House in any capacity whatsoever as an agent. Consultant shall have no authority, express or implied, pursuant to this Agreement to bind City of Mountain House to any obligation whatsoever.
4.3 Non-Exclusive Rights. This Agreement does not grant to Consultant any exclusive privileges or rights to provide services to City of Mountain House. Consultant may contract with other agencies, private companies, or individuals for similar services.
5. Legal Requirements.
5.1 Compliance. Consultant shall comply with all Federal, State and local laws, regulations and requirements necessary for performance of the Work. Consultant shall comply with all laws applicable to wages and hours of employment, occupational safety, and to fire safety, health and sanitation.
5.2 Licenses and Permits. Consultant represents and warrants to City of Mountain House that Consultant and its employees, agents, and any sub-Consultants have all licenses, permits, qualifications, and approvals of whatsoever nature that are legally required for the performance of the Work. Consultant represents and warrants to City of Mountain House that Consultant and its employees, agents, and any sub-Consultants shall, at their sole cost and expense, keep in effect at all times during the term of this Agreement any licenses, permits, and approvals that are legally required to perform the Work.
5.3 Conflict of Interest Statement. Consultant covenants that Consultant, its officers or employees or their immediate family, presently has no interest, including, but not limited to, other projects or independent contracts, and shall not acquire any such interest, direct or indirect, which would conflict in any manner or degree with the performance of the EXHIBIT 2
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6 Work. Consultant further covenants that in the performance of this Agreement no person having any such interest shall be employed or retained by Consultant under this Agreement. Consultant shall not hire City of Mountain House’s employees to perform any portion of the Work, including secretarial, clerical, and similar incidental services, except upon the written approval of City of Mountain House. Performance of the Work by associates or employees of Consultant shall not relieve Consultant from any responsibility under this Agreement.
5.4 Nondiscrimination and Equal Opportunity. Consultant shall not discriminate, on the basis of a person’s race, religion, color, national origin, age, physical or mental handicap or disability, medical condition, marital status, sex, gender identity, or sexual orientation against any employee, applicant for employment, sub-Consultant, bidder for a subcontract, or participant in, recipient of, or applicant for any services or programs provided by Consultant pursuant to this Agreement. Consultant shall comply with all applicable federal, state, and local laws, policies, rules, and requirements related to equal opportunity and nondiscrimination in employment, contracting, and the provision of any services that are the subject of this Agreement, including but not limited to the satisfaction of any positive obligations required of Consultant thereby.
5.5 Drug Free Workplace. Consultant shall comply with the provisions of Government Code Section 8350 et seq., otherwise known as the Drug-Free Workplace Act.
5.6 Form Law. The Laws of the State of California shall govern this Agreement. Venue is San Joaquin County. The provision of this paragraph shall survive expiration or other termination of this Agreement regardless of the cause of such termination.
5.7 Subcontracts. Consultant shall include the provisions of this Section 5 in any subcontract approved by the Contract Administrator or this Agreement.
6. Indemnification, Hold Harmless and Defense.
To the fullest extent permitted by law, Consultant shall indemnify, hold harmless and defend City of Mountain House, its directors, officers, employees, agents and authorized volunteers, and each of them, from and against any and all claims, demands, causes of action, damages, penalties, judgments, awards, decrees, costs, expenses, attorneys’ fees, losses or liabilities, in law or in equity, of every kind or nature, including but not limited to personal injury, bodily injury, wrongful death, and property damage including any damage to City of Mountain House’s property, arising out of Consultant’s alleged negligence, or wrongful acts related to or in connection with Consultant’s performance of duties under the terms and conditions of this Agreement.
To the fullest extent permitted by law, City of Mountain House shall indemnify, hold harmless and defend the Consultant, its directors, officers, employees, agents and each of them (collectively referred to as “Consultant Indemnified Parties”) from and against any and all claims, demands, causes of action, damages, penalties, judgments, awards, decrees, costs, expenses, attorneys’ fees, losses or liabilities, in law or in equity, of every kind or nature, including but not limited to personal injury, bodily injury, wrongful death, and property damage including any damage to the Consultant’s property, arising out of City of Mountain House’s EXHIBIT 2
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7 alleged negligence, or wrongful acts related to or in connection with City of Mountain House’s performance of duties under the terms and conditions of this Agreement.
Notwithstanding the forgoing, to the extent this Agreement is a “construction contract” as defined by Civil Code Section 2782, as may be amended from time to time, such duties of Consultant to indemnify shall not apply when to do so would be prohibited by Civil Code Section 2782.
7. Insurance.
Before beginning any Work under this Agreement, Consultant, at its own cost and expense, unless otherwise specified below, shall procure the types and amounts of insurance described in Exhibit C, incorporated herein, against claims for injuries to persons or damages to property that may arise from or in connection with the performance of the Work hereunder by the Consultant and its agents, representatives, employees, and sub-Consultants. Consistent with the following provisions, Consultant shall provide proof satisfactory to City of Mountain House of such insurance that meets the requirements of Exhibit C and under forms of insurance satisfactory in all respects, and that such insurance is in effect prior to beginning Work to City of Mountain House. Consultant shall maintain the insurance policies required by Exhibit C throughout the term of this Agreement. The cost of such insurance shall be included in the Consultant’s proposal. Consultant shall not allow any sub-Consultant to commence Work on any subcontract until Consultant has obtained all insurance required by Exhibit C for the sub-Consultant(s) and provided evidence that such insurance is in effect to City of Mountain House. Verification of the required insurance shall be submitted and made part of this Agreement prior to execution.
8. Termination and Modification.
8.1 Termination. City of Mountain House may cancel this Agreement at any time and without cause upon written notification to Consultant. Consultant may cancel this Agreement upon sixty (60) days’ written notice to City of Mountain House and shall include in such notice the reasons for cancellation.
In the event of termination, Consultant shall be entitled to compensation for services performed to the effective date of termination; City of Mountain House, however, may condition payment of such compensation upon Consultant delivering to City of Mountain House any or all work product, including, but not limited to documents, photographs, computer software, video and audio tapes, and other materials provided to Consultant or prepared by or for Consultant or City of Mountain House in connection with this Agreement.
8.2 Extension. City of Mountain House may, in its sole and exclusive discretion, extend the end date of this Agreement beyond that provided for in Section 2.2. Any such extension shall require a written amendment to this Agreement, as provided for herein. The City of Mountain House City Manager is hereby authorized to negotiate and execute such extension.
8.3 Amendments. The parties may amend this Agreement only by a writing signed by all the parties.
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8 8.4 Assignment and Subcontracting. City of Mountain House and Consultant recognize and agree that this Agreement contemplates performance of specialized services by Consultant and is based upon a determination of Consultant’s unique competence, experience, and specialized knowledge. Consultant may not assign this Agreement or any interest therein without the prior written approval of the Contract Administrator.
Consultant shall not subcontract any portion of the performance contemplated and provided for herein, other than to the sub-Consultants noted in the proposal, without prior written approval of the Contract Administrator. Any such assignment, transfer, delegation or subcontract without the prior written consent shall be considered null and void.
8.5 Survival. All obligations arising prior to the termination of this Agreement and all provisions of this Agreement allocating liability between City of Mountain House and Consultant shall survive the termination of this Agreement.
8.6 Options upon Breach by Consultant. If Consultant materially breaches any of the terms of this Agreement, City of Mountain House’s remedies shall include, but not be limited to, the following:
a. Immediately terminate the Agreement;
b. Retain the plans, specifications, drawings, reports, design documents, and any other work product prepared by Consultant pursuant to this Agreement; c. Retain a different Consultant to complete the Work described in Exhibit A not finished by Consultant; or
d. Charge Consultant the difference between the cost to complete the Work described in Exhibit A that is unfinished at the time of breach and the amount that City of Mountain House would have paid Consultant pursuant to Section 3 if Consultant had completed the Work.
9. Miscellaneous.
9.1 Contract Administrator. The Consultant Administrator shall be designated, and may be changed, by the City of Mountain House City Manager in writing.
9.2 Notices. Any notice required to be given pursuant to the terms and provisions hereof shall be in writing and shall be effected by personal delivery or by first class mail, registered or certified, postage prepaid, return receipt requested. Unless otherwise designated by either party in writing, such notices shall be mailed as shown on the first page of this Agreement.
9.3 Non-Liability of Officials, Employees and Agents. No officer, official, employee or agent of City of Mountain House shall be personally liable to Consultant in the event of any default or breach by City of Mountain House or for any amount that may become due to Consultant pursuant to this Agreement.
9.4 Attorneys’ Fees. If a party to this Agreement brings any action, including an action for declaratory relief, to enforce or interpret the provisions of this Agreement, the prevailing EXHIBIT 2
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9 party shall be entitled to reasonable attorneys’ fees in addition to any other relief to which such party may be entitled.
9.5 Documents. All drawings, specifications, documents and other memoranda or writings relating to the Work hereunder, shall remain or become the property of City of Mountain House upon termination of this Agreement, whether executed by or for the Consultant for City of Mountain House, or otherwise, by or for the Consultant, or by or for a subConsultant operating under the Consultant’s supervision, or direction, and all such documents and copies thereof shall be returned or transmitted to City of Mountain House forthwith upon termination or completion of the Work under this Agreement. Prior to termination Consultant shall deliver to City of Mountain House any such records upon request.
9.6 Force Majeure. It is agreed that neither party shall be responsible for delays in delivery or acceptance of delivery or failure to perform when such delay or failure is attributable to Acts of God, war, strikes, riots, lockouts, accidents, rules or regulations of any governmental agencies or other matters or conditions beyond the control of either the seller/Consultant or the purchaser.
9.7 Waiver. No waiver of any breach of any covenant or provision of this Agreement shall be deemed a waiver of any other covenant or provision hereof, and no waiver shall be valid unless in writing and executed by the waiving party. An extension of time for performance of any obligation or act shall not be deemed an extension of the time for performance of any other obligation or act, and no extension shall be valid unless in writing and executed by the waiving party.
9.8 No Third Party Beneficiaries. Nothing contained in this Agreement is intended to or shall be deemed to confer upon any person, other than the parties, any rights or remedies hereunder.
9.9 Headings. The headings of the sections and exhibits of this Agreement are inserted for convenience only. They do not constitute part of this Agreement and are not to be used in its construction.
9.10 Entire Agreement and Modification. This Agreement supersedes all previous Agreements either oral or in writing and constitutes the entire understanding of the parties hereto. No changes, amendments or alterations shall be effective unless in writing and signed by both parties.
9.11 Counterparts. This Agreement may be executed in multiple counterparts, each of which shall be an original and all of which together shall constitute one agreement. *Signatures on following page*
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10 IN WITNESS WHEREOF, City of Mountain House and Consultant have executed this Agreement on the day and year first written above.
Foley & Lardner LLP City of Mountain House
State of California
By: ____________________________
Dennis Cardoza
Director of Public Affairs
By: ___________________________
Steven J. Pinkerton
City Manager
Date: _________________________ Date: _________________________ Approved as to Form:
By: ___________________________
John Bakker
City Attorney
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11 EXHIBIT A
SCOPE OF SERVICES
[Attached]
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FOLEY.COM
PREPARED FOR
[Client]
Date
City of Mountain House Public
Works
Response to RFP For Federal
Legislative and Funding
Advocacy Services
PW2501
PREPARED FOR
May/June 2025
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Foley & Lardner LLP Prepared for Cook County | ii
Table of Contents
Executive Summary/ Cover Letter .............................................................................................................................. 1 Qualifications .............................................................................................................................................................. 3 Approach .................................................................................................................................................................. 12 Capacity and Stability of Firm ................................................................................................................................... 17 Client References ..................................................................................................................................................... 18 Costs Associated with the Summary of the Proposed Plan ..................................................................................... 20 Sample Letter of Correspondence ............................................................................................................................ 21 Appendix A: Qualifications of Our Professionals ......................................................................................................26 Appendix B: Additional Work Experience – Current Lobbying Clients .....................................................................37 Appendix C: Requested Documents ........................................................................................................................45 These materials contain certain information of Foley’s that constitutes trade secrets belonging to Foley and is proprietary, privileged or confidential information of Foley’s. The release of this information, which is not generally known, and which Foley makes reasonable efforts to keep confidential, would cause Foley competitive harm, and the public interest served by not disclosing that information clearly outweighs any public interest served by disclosing it. Accordingly, and pursuant to the RFP, Foley has labeled the portions of its proposal containing such information as “CONFIDENTIAL AND PROPRIETARY,” and, as a result, Foley understands CITY OF MOUNTAIN HOUSE will treat such information as confidential and will not publicly disclose it before completion of the negotiation, recommendation, and award process described in Section 12 of the RFP. Foley requests that the CITY OF MOUNTAIN HOUSE promptly notify Foley in writing of any request to obtain this RFP response, including but not limited to, in response to a public records request or a subpoena, so that Foley has sufficient time to take steps to protect its proprietary and trade secret information. Also, Foley requests that CITY OF MOUNTAIN HOUSE promptly notify it of any action challenging a decision by CITY OF MOUNTAIN HOUSE to withhold the information Foley has marked as “CONFIDENTIAL AND PROPRIETARY” in response to a request for it so that Foley may intervene in such action to protect its interests as well as those of CITY OF MOUNTAIN HOUSE.
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Foley & Lardner LLP Prepared for City of Mountain House | 1 Executive Summary/ Cover Letter
May 30, 2025
VIA MAIL AND EMAIL: [email protected]
City of Mountain House Town Hall
Attn: Karen Morgan, Utility Manager
251 E. Main St.
Mountain House CA. 95391
Re: Response to Request for Proposal for Federal Lobbying Services Foley & Lardner LLP (Foley) is pleased to submit the accompanying response to the Request for Proposal for Federal Lobbying Services issued by the City of Mountain House, CA (“the City”).
Established in 1842 in Milwaukee, Foley is one of the nation’s 50 largest law firms with offices throughout the U.S. and in Mexico City, Mexico, Tokyo, Japan and Brussels, Belgium. Foley is born of a real Midwest work ethic, powerful resources and award-winning client service to help our clients achieve their business objectives — efficiently and cost-effectively. We draw on the knowledge and hands-on industry experience of nearly 1,000 professionals in more than 60 practice areas and 14 industry teams to provide the full spectrum of legal and government affairs services — any of which we tailor to meet each client’s unique challenges.
Foley understands that the City wishes to retain sophisticated federal advocacy and consulting support. Our team has the experience and expertise to assist the City with strategy development and execution to achieve your federal legislative and regulatory goals.
Our bipartisan Public Affairs team includes members with significant expertise and understanding of your industry, particularly resulting from our work on behalf of other California municipalities. We are comprised of former congressional Chiefs of Staff, senior committee consultants and communications experts, Members of Congress and senior administration officials. Additionally, we have team members who focus solely on supporting our efforts, such as legislative tracking and research, fly-in coordination, drafting client documents and newsletters, and other critical aspects of the “one-stop shopping” firm we strive to be. With all our clients, we EXHIBIT 2
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Foley & Lardner LLP Prepared for City of Mountain House | 2 devote the time necessary to understand your priorities before collaboratively developing and executing an effective strategy. Further, you will have senior consultants as your points of contact on our team.
Collectively, our team offers decades of policy, regulatory, and political experience, coupled with deep and broad relationships on Capitol Hill and throughout the administration. Of specific relevance to the City of Mountain House, our team has extensive experience working with the Department of Transportation (DOT), Department of the Interior (DOI), Bureau of Reclamation (BOR), Department of Homeland Security (DHS). We bring a proven track record of helping clients achieve their federal funding, policy and regulatory priorities, whether they include moving legislation or impacting final rules. We run coalitions and congressional caucuses and focus heavily on both congressional and regulatory lobbying. In addition, we offer communications and state lobbying expertise, as needed. We pride ourselves on integrity, honesty, and collaboration, and bring this work ethic to each and every client we have the privilege to serve.
Foley provides budget certainty for its lobbying clients by offering fixed-fee monthly retainers and a 30-day optout clause. If you are unhappy with your service, you can cancel your contract with 30 days’ notice.
We are confident that the depth and breadth of our government solutions and business consulting expertise, coupled with the qualifications of our Public Affairs Team and our cost-effective approach, will convince you that Foley is an ideal fit to continue our representation of the City at the federal level. We thank you for the opportunity to present our qualifications and look forward to continuing to work for you.
Sincerely,
Dennis Cardoza
Director of Public Affairs and
Authorized Representative
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Foley & Lardner LLP Prepared for City of Mountain House | 3 Firm Overview
Foley by the Numbers
Foley has made three
fundamental commitments:
To provide effective, timely, and
creative legal counsel to our clients
To be involved citizens in
our communities
To maintain an atmosphere of
collegiality and mutual respect for our
more than 2,500 people in 25 offices
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Foley & Lardner LLP Prepared for City of Mountain House | 2 60 practice groups providing business solutions
to complex, market-specific needs, including…
Antitrust Environmental Regulation Private Equity
Bankruptcy Export Controls Product Liability
Business
Reorganizations
Finance Real Estate
Capital Markets Government Solutions Securities Enforcement & Litigation
Class Action Government Enforcement,
Defense & Investigations
Tax, Benefits & Estate
Planning
Construction Insurance Technology
Transactions
Corporate Governance Intellectual Property Transfer Pricing Cybersecurity, Data
Privacy & Information
Management
International Trade Venture Capital &
Emerging Business
Dispute Resolution Labor & Employment White Collar Defense Distribution & Franchise Litigation
Employee Benefits &
Executive Compensation
Mergers & Acquisitions
Outsourcing
Recognized, Credentialed, and Qualified. We are a world-renowned law firm and a recognized brand in the legal industry, bringing deep credibility to the board room and beyond.
Comprehensive Legal Services. We are a full-service business law firm, maintaining topflight practices in business, transactions, litigation, intellectual property, and regulatory. We make it easy for clients to use us as a destination legal solution for all of their legal matters.
Collaborative, Proactive Approach. We are committed to being a long-term strategic partner to our clients by learning their businesses and bringing in the right skills required to solve any problem and achieve their business goals.
Predictive Solutions in the Absence of Precedent. We drive solutions by combining great legal minds with innovation, an entrepreneurial spirit, and leading-edge technology tools, creating efficiencies enabled by our scale.
Local Presence, National Platform, Global Reach. We operate through 25 offices around the world, with the strength of over 1,100 lawyers on multiple continents. We go where your business goes.
Why Foley
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Foley & Lardner LLP Prepared for City of Mountain House | 3 Qualifications
1. Describe the firm’s experience with the state legislative process and funding acquisition. Describe specific experience representing clients with similarities to Mountain House, including size, demographics, geography, tourism, and legislative issues.
CALIFORNIA PRESENCE
Foley has a longstanding commitment to serving clients in California. Our professionals work collaboratively across the firm’s five California offices to provide a full spectrum of services. The firm maintains California offices in San Diego, Los Angeles, San Francisco, Sacramento, and Silicon Valley. With more than 100 professionals, Foley’s California offices maintain exceptional local talent combined with the deep resources of a national firm to meet the specific needs of our clients.
Foley’s California offices offer a full range of comprehensive services to meet your needs, with a strong focus in the areas of energy, technology, corporate law, mergers and acquisitions, litigation, employment and benefits, construction, government relations, public policy, and other areas. As a large, international law firm, we also leverage the experience of 1,100 foley attorneys to assist clients, regardless of geography.
Austin
Boston
Brussels
Chicago
Dallas
Denver
Detroit
Houston
Jacksonville
Los Angeles
Madison
Mexico City
Miami
Milwaukee
New York
Orlando
Palo Alto
Sacramento
San Diego
San Francisco
Tallahassee
Tampa
Tokyo
Washington, D.C.
NATIONAL SCOPE, WITH STRONG CALIFORNIA FOOTPRINT FOLEY’S
CALIFORNIA
PRESENCE
19 practice groups
113 attorneys
5 offices
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Foley & Lardner LLP Prepared for City of Mountain House | 4 FOLEY’S GOVERNMENT SOLUTIONS PRACTICE
Foley’s Government Solutions lobbyist and attorneys provide a full range of legal and public policy counsel to clients on any matters related to federal, state, and local government.
Public Policy & Government Relations
Foley’s Public Policy and Government Relations group provides services covering the full spectrum of public policy, combining comprehensive counsel with proficiency in government relations, political law, strategic positioning, and communications with the practice of law when needed. Protecting the needs and interests of our clients in the public arena is demanding and requires focused discipline and strategic counsel. Our team brings diverse experience and deep knowledge, as well as responsive and creative business solutions. We can represent clients federally and in discrete states or coordinate nationwide campaigns to achieve clients’ goals simultaneously on federal, state, and local levels.
Team highlights:
Members in Washington, D.C., as well as in state capitals throughout the country First-hand experience, with veteran insight into the White House, federal agencies and Congress Access to the eyes and ears of state and local government Extensive experience in strategic and crisis communications We are known for securing legislative and political “wins” on complex issues—often in a highly charged environment. On certain matters, our political strategy calls for a limited and carefully calculated approach; on other matters, we establish broad-based coalitions or mobilize grassroots campaigns. With an in-depth understanding of the statutory and regulatory framework in which issues arise, coupled with strong ties with the White House, federal agencies, and Congress, we are positioned as the ideal vanguard for clients’ government relations initiatives.
TEAM ACCOLADES
Jennifer Walsh and Dennis Cardoza have been selected as two of The Hill’s Top Lobbyists for the last three years (2022, 2023 and 2024). Additionally, our lobbying team has been included as one of Bloomberg Government’s Top Performing Firms for five years in a row (2020, 2021, 2022, 2023 and 2024). Finally, Dennis Cardoza was named Recipient of the UC Merced Chancellor’s Medal, 2009, he was State Legislator of the Year by the California Sherriff’s Association in 2000 and 2001, and he was also State Legislator of the Year by the University of California Alumni Association in 1999.
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2. Describe the qualifications of the lead person(s) that will serve as the primary contact for the City a. Include tenure with the firm and years of experience in the field b. Include comparable cities the lead represents and the length of the relationship with those clients c. Provide examples of the leads, successes, or major accomplishments for municipal clients The lobbyists who we are proposing for this engagement are all registered lobbyists with significant legislative experience. Credentials can be found below for your consideration with the team profiles included in this section under item number three.
REPRESENTATION OF CALIFORNIA WATER AUTHORITIES & DISTRICTS Select clients include:
San Diego County Water Authority (Federal Advocacy) – We currently represent SDCWA at the federal level. Over the last few years, we have helped the Water Authority build and maintain key relationships on the Hill and in the Administration. We’ve recently helped secure the submission of several Community Project Funding requests in the appropriations process, as well as a nearly $20 million grant for the Bud Lewis Carlsbad Desalination Plant’s permanent intake upgrade. We hope to build on our recent successes with the Authority, including our work to help secure federal funding. United Water Conservation District (Federal Advocacy) – We have represented UWCD at the federal level for several years. We have helped the District secure numerous wins, including altering the funding qualifications for the Federal High Hazard Damn Program. We have also helped get the General Manager invited to testify at two congressional hearings and have had report language submitted to an appropriations bill.
San Luis & Delta-Mendota Water Authority (Federal Advocacy) – We have represented SLDWA at the federal level for several years. The Authority consists of water agencies representing approximately 2,100,000 acres of 29 federal and exchange water service contractors within the western San Joaquin Valley, San Benito and Santa Clara counties. It includes the Westlands Water Authority, which is the largest agricultural water district in the United States. Of the many wins secured for the Authority, one includes report language in the appropriations process delivering $5 million for the Friant-Kern Canal, San Luis Canal, and Delta Mendota Canal.
Byron-Bethany Irrigation District (Federal Advocacy) – We have represented BBID at the federal level for several years. BBID is a multi-county special district serving parts of Alameda, Contra Costa, and San Joaquin Counties across 47 square miles and 30,000 acres. BBID provides management services and operations & maintenance support to the Byron Sanitary District, which provides wastewater and sewer services to Byron residents. This year alone, we helped secure the submission of a multimillion-dollar Community Project Funding request in an appropriations bill.
Please see APPENDIX B for additional information on our current clients and the work we do for those entities.
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Foley & Lardner LLP Prepared for City of Mountain House | 6 OUR TEAM’S LEGISLATIVE MUNICIPAL CLIENT EXPERIENCE
Foley policy advisors have contributed to the following legislative and regulatory achievements:
2019
Colorado River Drought Contingency Plan Authorization Act
Bureau of Reclamation Title Transfer
Contra Costa, Arbuckle facility title transfers
Extension of the successful Colorado River Endangered Fish Recovery Program
Authorization of phase III of the Yakima River Basin Water Enhancement Project
2020
Water Resources Development Act of 2020 (High Hazard
Dams)
Legislation to add California to the Nutria Eradication and Control Act
2021
Endangered Salmon Predation Prevention Act
America’s Water Infrastructure Act of 2018
Legislation to authorize prepayment of debt obligations to the Bureau of Reclamation for Northport Irrigation District 2022
Water Infrastructure Improvements for the Nation (WIIN) Act Tribal Water Rights Settlements: Pechanga Water Rights Settlement, Blackfeet Water Rights Settlement, Choctaw Nation of Oklahoma and the Chickasaw Nation Water Settlement
California canal conveyance.
Amity Foundation Earmark Funding.
2023
Colorado River Drought Contingency Plan Authorization Act Bureau of Reclamation Title Transfer
Contra Costa, Arbuckle facility title transfers
Extension of the successful Colorado River Endangered Fish Recovery Program
Authorization of phase III of the Yakima River Basin Water Enhancement Project
Water projects submitted in Appropriations packages, including being signed into law.
Job training earmark for Los Angeles City via CRCD.
$3B Tax Credit Program – assisted New Fortress Energy. Brightline Florida high-speed rail bridge
2024
Water Resources Development Act draft
Legislation to add California to the Nutria Eradication and Control Act
Water projects submitted in Appropriations packages
$2B grant to Brightline West- the largest grant ever to a private entity
$47M to Tracy, CA for Interchange at Lammers Road.
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3. List the staff that will directly support the lead contact for the City and their qualifications.
YOUR FEDERAL ADVOCACY TEAM
Foley offers the following legislative and regulatory team to provide the necessary Federal legislative advocacy on behalf of the City of Mountain House. As mentioned above, Dennis Cardoza and Jared Rifis will be the board’s primary points of contact for federal advocacy, including meeting with members of Congress and key Administration officials, and helping secure federal funding for critical projects as well as coordinating with congressional staff for appropriations requests and gathering letters of support. Kate Kros and Ian Hopkins will help the team with legislative and regulatory tracking and advocacy fly-ins. All persons listed below are registered lobbyists and are in compliance with the relevant laws governing such activity.
Dennis Cardoza
Director, Public Affairs
Washington, D.C. / Sacramento /
Tampa
E: [email protected]
T: 202.295.4015
Dennis A. Cardoza is a public affairs director. He serves as co-chair of the Federal Public Affairs Practice and chair of the California Public Affairs Practice. He advises a broad range of clients on legislative, regulatory, and public policy and advocacy matters, and has extensive policy experience with respect to water resource, banking, housing, infrastructure, energy, agriculture, education, foreign affairs, and health care issues.
Prior to joining Foley, Dennis served five terms in the U.S. House of Representatives from California’s 18th District. His committee roles included serving four years on the powerful House Rules Committee while he was also a key member of the House Democratic Leadership Team. Dennis also served as chairman of the House Agriculture Committee’s Subcommittee on Horticulture and Organic Agriculture, where he played a leading role in the formation of the 2007 Farm Bill; ranking member of the Agriculture Committee’s Subcommittee of Livestock, Dairy and Poultry; member of the Committee of Foreign Affairs’ Subcommittee on Asia and the Pacific; member of the Subcommittee on the Middle East and South Asia, the Committee on Resources and its Subcommittee on Water, and the Science Committee. As a member of the House leadership, Dennis was also intimately involved in the drafting of the Affordable Care Act.
Jared Rifis
Director, Public Affairs
Washington, D.C.
Jared Rifis represents clients and their federal policy priorities before Congress and the Administration. As a member of the firm’s Government Solutions Practice Group, Jared provides analysis and advocacy that advance each client’s public policy goals. He has experience with a wide range of federal and state policy issues and also advises clients on lobbying and PAC compliance.
Before joining Foley, Jared served in various roles in Congress, most recently serving as a judiciary and commerce advisor in Senator Harry Reid’s leadership office, where his broad portfolio encompassed matters of technology, telecommunications, gun safety, consumer protection, gaming, patents, and more. During law school, Jared worked in the leadership office of House Speaker Nancy Pelosi, the EXHIBIT 2
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T: 202.295.4154
Judiciary Committee office of Senator Chuck Schumer, the Democratic Congressional Campaign Committee, the think tank Third Way, and the campaign finance reform organization now known as Issue One.
Kate Kros
Senior Public Affairs Advisor
Washington, D.C.
E: [email protected]
T: 202.295.4063
Kate M. Kros is a Senior Public Affairs Advisor with Foley & Lardner LLP’s Government Solutions Practice Group and brings nearly 15 years of experience in grassroots advocacy, federal policy and strategic communications to her work advising clients. In her role, among other things, Kate develops and deploys advocacy strategies, provides legislative and regulatory insights, and ensures clients are in compliance with federal reporting requirements.
Prior to Foley, Kate spent eight years at a consulting firm connecting 80+ non-profit organizations, trade associations, and stakeholders with legislators, training thousands of constituents on how to successfully communicate with their members of Congress and executing largescale advocacy fly-ins in district offices and on Capitol Hill. She scheduled hundreds of bipartisan, bicameral meetings yearly with every member of Congress.
Ian Hopkins
Public Affairs Advisor
Washington, D.C.
E: [email protected]
T: 202.295.4023
Ian Hopkins supports Foley’s Government Solutions Practice Group in the firm’s Washington, D.C. office as a Public Affairs Advisor.
Before joining Foley, he was a legislative intern for the Office of Representative Gabe Amo, where he developed comprehensive research memos on foreign affairs, climate change, health care, and more. His previous experience also includes working as a legislative intern for the Office of Senator Jack Reed and as a junior fellow at the Middle East Policy Council.
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4. Provide examples of the firm’s successes or major accomplishments in advocating/lobbying for municipalities including legislation, programs, projects or funding awards that have been forwarded through the legislature and/or relevant agencies.
MAJOR BUDGET APPROPRIATIONS & FUNDRAISING SUCCESSES FOR OUR
MUNICIPAL CLIENTS
Examples of securing CA-specific federal funding by Dennis Cardoza and the Foley team include:
Representing Brightline with Federal Lobbying Services. Our team was successful in securing a $3 billion FRA grant agreement awarded to the Nevada Department of Transportation (NDOT) for Brightline Westthe largest-ever grant award in California. Represented the University of California in obtaining funding over $1B and securing necessary environmental permitting by working with several governmental agencies. Millions of dollars for the Bud Lewis Carlsbad Desalination Plant’s permanent intake upgrade. Millions of dollars submitted in earmarks for the SDCWA and San Luis Delta Mendota Water Authority in the 2024 appropriations process.
Successful in securing planning grants for the $1 billion for the B.F. Sisk Dam Raise and Reservoir Expansion project for our client, San Luis & Delta-Mendota Water Authority. Forced a federal agency to spend millions of dollars on a fish passage structure for the United Water Conservation District.
Millions of dollars of funding for federal dredging for the California Bay-Delta ship channel in Stockton, California.
Millions of dollars of funding for toxic remediation efforts in the Port of Stockton, California. Multi-million-dollar federal award for efforts to prevent saltwater intrusion into the City of Stockton, California water supply.
Millions of dollars for funding for numerous public works, transportation, and educational institution projects to benefit the Central Valley, California.
Secured funding for the State Route 99/Arch Road Interchange Reconstruction Project which includes the acquisition of rights-of-way, approval of a design for an urban interchange that will provide an elevated freeway, the widening on Arch-Airport Road at-grade, the extension of Quantas Lane, the modification of the existing on and off-ramps, providing signal modifications, safety lighting and sign structures to meet Caltrans standard practices at street and ramp intersections (IS18-98). Advocated to secure federal funding of more than $41.3 million to widen Corral Hollow Road, including a new interchange at Corral Hollow Road and Interstate 580.
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5. Provide specific successes and identify key staff or partners with expertise and professional relationships in each of the following areas that are critical to City advocacy:
a. Funding advocacy for transportation projects and accessibility improvements with CalTrans, the California Transportation Committee, and the US Department of Transportation b. Advocacy for economic development programs and funding including broadband deployment c. Advocacy for community development programs and funding including housing and homelessness d. Funding advocacy for public safety initiatives, personnel, and equipment e. Funding advocacy for emergency management initiatives f. Advocacy for community services funding related to library services, trails, parks, recreation programs and open space
g. Advocacy for water policy and water rights as well as funding for water related infrastructure and conservation h. Advocacy for stormwater and wastewater regulations, permitting and capital funding
SPECIFIC BUDGET APPROPRIATIONS & FUNDRAISING BY CATEGORY Examples of securing federal funding by the Foley proposed team include but are not limited to:
Funding Advocacy for Transportation Projects
Secured funding for the State Route 99/Arch Road Interchange Reconstruction Project which includes the acquisition of rights-of-way, approval of a design for an urban interchange that will provide an elevated freeway, the widening on Arch-Airport Road at-grade, the extension of Quantas Lane, the modification of the existing on and off-ramps, providing signal modifications, safety lighting and sign structures to meet Caltrans standard practices at street and ramp intersections (IS18-98). Advocated to secure federal funding of more than $41.3 million to widen Corral Hollow Road, including a new interchange at Corral Hollow Road and Interstate 580. Advocated for $2B for the State Route 99 Corridor in CA. Assisted with $100M of funding for Cal Trans for interchange on State Route 99, specifically focusing on the Paige Avenue multimodal interchange in Tulare County. Representing Brightline with Federal Lobbying Services. Our team was successful in securing a $3 billion FRA grant agreement awarded to the Nevada Department of Transportation (NDOT) for Brightline Westthe largest-ever grant award to a private company by the federal government. Advocated to secure funding for Florida Brightline’s high-speed rail bridge program for Orlando, involving the construction of 18 new rail bridges and 60 miles of additional track.
Advocacy for Economic Development Programs
Millions of dollars for funding for numerous public works, transportation, and educational institution projects to benefit the Central Valley, California.
Advocacy for Community Development Programs
Assisted with funding for CRCD and Amity Foundation as partners with LA. Funding to support the re-entry population and other communities with mental health and substance abuse treatment, job training and connections, and affordable housing development and access.
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Foley & Lardner LLP Prepared for City of Mountain House | 11 Funding Advocacy for Public Safety Initiatives
Millions of dollars of funding for toxic remediation efforts in the Port of Stockton, California. $25M for Stanislaus County Sheriff’s grant for methamphetamine detection.
Funding Advocacy for Emergency Management Initiatives
Helped secure millions for Whitefish Energy from FEMA, a company that assisted with the rebuild of the electrical grid in Puerto Rico after hurricane damage.
Passed legislation to change grant funding eligibility for United Water access to FEMA funds to repair a High Hazard dam.
Advocacy For Community Services Funding
Assisted with funding for CRCD and Amity Foundation as partners with LA. Funding to support the re-entry population and other communities with mental health and substance abuse treatment, job training and connections, and affordable housing development and access. Secured funding for community centers in Atwater and Patterson. Secured funding for Promise Neighborhoods programs throughout California.
Advocacy For Water Policy and Water Infrastructure Projects Millions of dollars for the Bud Lewis Carlsbad Desalination Plant’s permanent intake upgrade. Millions of dollars submitted in earmarks for the SDCWA, Byron Bethany Irrigation District (BBID), and San Luis Delta Mendota Water Authority in the 2024 appropriations process (ongoing). Forced a federal agency to spend millions of dollars on a fish passage structure for the United Water Conservation District.
Millions of dollars of funding for federal dredging for the California Bay-Delta ship channel in Stockton, California.
Multi-million-dollar federal award for efforts to prevent saltwater intrusion into the City of Stockton, California water supply.
Successful in securing planning grants for the $1 billion for the B.F. Sisk Dam Raise and Reservoir Expansion project for our client, San Luis & Delta-Mendota Water Authority. Successfully advocated against water curtailment efforts by California for BBID.
Advocacy For Stormwater and Wastewater Regulations and Funding Countless successes for long-time water clients: BBID, SLDMWA, United Water, and Westland’s.
Additional work with Patterson Irrigation District and San Diego County Water Authority. Chief advocate for the WINN Act.
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Foley & Lardner LLP Prepared for City of Mountain House | 12 Approach
1. Describe the firm’s acumen in understanding and successfully navigating the political and legislative environment, including the firm’s demonstrated success in working with various individuals and organizations on legislative issues and the ability to quickly identify and analyze legislation and other political trends OUR APPROACH – A TRUSTED PARTNER
Our team is committed to providing a full suite of services, consistent with those outlined in the RFP, to our clients. While many firms in D.C. can lobby effectively, our team’s depth also includes staff who perform daily issues tracking (including relevant press coverage, legislative, and regulatory updates), draft client updates and newsletter content, and bring more than ten years of experience organizing and coordinating hundreds of fly-ins for large organizations. This includes “coaching” on how to effectively lobby. These team members also conduct research and develop legislative, regulatory, and hearing summaries for our clients. Finally, they are heavily involved in supporting our directors by drafting formal comments, issue papers, client newsletter content, and political update presentations.
Of course, a successful advocacy team must have relationships in key areas of Congress and the administration as well as with relevant third-party stakeholders. We interact with DOT, and White House officials regularly to advance our clients’ priorities and to prevent harmful regulations or policies from being enacted. We have deep relationships with relevant committee staff, Democratic and Republican leadership, and the various factions throughout both parties, ranging from the Progressive Caucus to the Freedom Caucus and everyone in between.
Communication is the cornerstone of our client relationships. In nearly every case (unless not desired by a specific client), we hold weekly, biweekly, or monthly check-in calls and in most cases, interact on at least a weekly basis, often daily. This is important to ensure lines of communication remain open and that we fully understand what is happening within our clients’ organizations. Further, we participate in multiple stakeholder organizations on behalf of our clients, where we communicate and coordinate on a regular basis with other third parties. We find that this broad collaboration is often critical to achieving both congressional and regulatory objectives.
Finally, we believe that maintaining a bipartisan team is critical to effectively serving our clients. In addition to the relationships a bipartisan team brings to the table, it makes us each more effective lobbyists by benefiting from insight into how “the other side” will view a specific policy or strategy.
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OUR FEDERAL PUBLIC POLICY TEAM
Foley’s Public Policy Practice covers the full spectrum of public policy. Our bipartisan team has a proven track record of helping clients achieve their federal public policy and political priorities, with extensive experience advocating on behalf of clients involved in various aspects of government.
We excel across the country. Foley has a premier public policy practice with members in Washington, D.C., as well as state capitals throughout the country. We can represent you federally, in discrete states, or coordinate nationwide campaigns to achieve your goals simultaneously on federal, state, and local levels.
WE EMPLOY A COMPREHENSIVE APPROACH TO GOVERNMENT RELATIONS We have developed meaningful relationships throughout the House, Senate, and Administration over our many years of experience working in and with the federal government and private sector. We are comprised of former Members of Congress, both Republican and Democrat, former House and Senate Chiefs of staff and former Administration staff. To best serve you, we invest heavily in building relationships both legislatively and politically.
Our combined years of government experience enable us to deliver you results by working closely with congressional Republican and Democratic leadership, and with key caucuses and committees.
Lobbying Services
We are not just a “hired gun” to speak with executive and/or legislative leadership. We seek to accomplish your goals and advocate on your behalf in a manner upholding the highest ethical and professional standards.
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Foley & Lardner LLP Prepared for City of Mountain House | 14 Strategic counseling on which legislative, executive and regulatory issues to tackle; the best approach to lobbying; and maintaining positive relationships with the legislative and executive branches of government Advice and tactics for overcoming bureaucratic hurdles Advocacy strategies for legislators and regulators regarding legislation, rules, or other regulatory or policy matters
Assistance in drafting language for legislation, amendments, and testimony for legislative or regulatory hearings
Legislative Policy and Budget
We help you spot the issues that may promote or threaten your interests. Our team first studies your goals and concerns, and then reports on known proposals and, more importantly, on developing issues that have not yet surfaced publicly.
Tracking all legislative and administrative proposals of interest, including bills, amendments, and rules that are introduced in the legislature
Gathering intelligence on pending proposals from state legislators and administration officials Developing budgets and legislative monitoring
WHY FOLEY?
The Value We Deliver.
We have developed meaningful relationships with members of the House, Senate and Administration over many years of experience working in and with the federal government and the private sector. The team is made up of former members of Congress, former congressional chiefs of staff, and former senior congressional policy and communications staff.
Our team has extensive experience working with relevant agencies for our clients. We draw on decades of experience drafting and moving legislation and developing deep relationships with relevant congressional and agency staff. We have the breadth to ensure your messages are heard and the experience to deliver positive outcomes. We bring experienced federal lobbying on issues related Counties in Florida in regard to the United States Congress and Executive Branch of the Federal Government and Federal agencies and are experienced in budget allocations, providing real-time monitoring and reporting on issues facing state counties from the Legislative and Executive Branches of the Federal Government.
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2. Provide a brief summary of the steps the firm would take to assist the City's in meeting its legislative objectives including a description of the firms experience in assisting municipalities in developing and executing legislative platforms Our firm takes a comprehensive approach to assisting municipalities in achieving their legislative objectives. We would begin by working closely with City leadership to identify their key priorities and policy goals. From there, we help develop a strategy that aligns with the City's short- and long-term interests. The firm would engage with all relevant stakeholders, including Congressional offices, Congressional committee staff, Administration officials, and regulatory agencies to build support and advocate effectively on the City’s behalf.
Our team has extensive experience supporting municipal clients in crafting and executing legislative strategies at the local, state, and federal levels. We have successfully helped cities secure funding, influence legislation, and navigate complex policy environments through a combination of strategic planning, relationship-building, and ongoing advocacy. During Dennis’ six years in the California state legislature and 10 years in Congress, he was successful in securing over $2 billion in funds back to his district, including fire grants, public safety grants, road and transportation grants, and grants for community centers. He was also successful in securing funding to build UC Merced. Just in the last 3 years, the firm secured over $6 billion in tax credits and grants for California municipalities and water districts, as well as a $30 million grant for a subdivision of the City of Los Angeles.
3. Highlight innovative ideas your firm may have to provide these services and explain why your approach is advantageous to the City.
Our firm is unique in the first-hand experience, knowledge, and relationships we have fostered with the California state legislature, members of both parties and in both chambers of Congress, and relevant federal agency contacts. Our team is bipartisan and has great ties in the Administration and Congress that oversee relevant legislation, regulations, and funding opportunities. Dennis brings a decade of experience in Congress representing California. Our approach includes unparalleled access, institutional knowledge, and deep policy expertise. Our team has proven successful navigating complex political climates and delivering results to our clients. The firm is uniquely positioned to take advantage of grants, the appropriations process, and other funding opportunities that arise.
4. Provide examples of regular reporting formats offered to other clients
COMMUNICATION AND REGULAR REPORTING
To best serve our clients’ needs, we must routinely communicate with them and solicit their feedback. The manner, method, and frequency of communication is largely dependent on a client’s preferences; however, in general, our client communication is meant to maintain consistent and superior legal work, ensure efficient budget management, encourage service innovation, and eliminate surprises.
Foley’s Communication Strategy typically includes:
Negotiation of an annual plan, including budgetary and service-level objectives for each legal area, and value-based fee arrangements designed to provide identifiable financial and scale benefits Frequent monitoring of Foley’s performance (by us and by you), both against budget and against identified service objectives
Continuing commitment to client training, client team meetings, and brainstorming sessions, designed to reduce systemic legal risk, foster greater collaboration, encourage service innovation, and increase capacity within the client to handle routine legal matters We provide several technology-based systems that enhance communication and collaboration with our clients, and our teams are available to clients on a 365-day, around-the-clock basis.
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Foley & Lardner LLP Prepared for City of Mountain House | 16 Client Visits
While client service demands regular communication with clients, we also make it a point to schedule onsite visits to review the state of the relationship and discuss strategy. These visits are meant to make certain that Foley is exceeding expectations and make necessary corrections if there are areas where we are not. We include members of Foley’s cross-disciplinary team in these meetings to provide a greater view across the practices and services that we provide.
Internal Communication
Attorneys practicing in different areas and offices need to know the current legal issues facing the company, the positions the company is taking across practice areas, and the business strategies and risk tolerances of the company. The team places a high priority on frequent communication to ensure that the legal services provided by the firm are consistent and seamless. Through this team approach and internal collaboration, lessons learned are applied to future matters, and prior documents can be leveraged for efficiencies and economic delivery of service.
Right Place/Right Time
We believe that our strength also lies in our continuing ability to provide the highest quality legal skills at the right time and the right price to meet the needs of our clients. With the firm’s breadth of coverage in practice, geography and number of attorneys, we are able to pivot and scale our services to meet the needs of clients to match the need, regardless of time or place.
5. Describe how the firm addresses potential conflicts between clients
CONFLICTS AND LITIGAITON
As a large law firm, Foley is subject from time to time to actions, proceedings, claims, or complaints. As a matter of policy, we do not disclose information regarding those matters. Nevertheless, to the best of the knowledge of the attorneys listed in this response who would comprise our proposed team, there have been no actions, proceedings, claims, or complaints made against those attorneys.
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Foley & Lardner LLP Prepared for City of Mountain House | 17 Capacity and Stability of Firm
1. Provide an overview of organizational structure, ownership, configuration, and capitalization of your firm
ORGANIZATIONAL CHART
Foley & Lardner LLP looks beyond the law to focus on the constantly evolving demands facing our clients and their industries. With over 1,100 lawyers in 26 offices across the United States, Mexico, Europe, and Asia, Foley approaches client service by first understanding our clients’ priorities, objectives, and challenges. We work hard to understand our clients’ issues and forge long-term relationships with them to help achieve successful outcomes and solve their legal issues through practical business advice and cutting-edge legal insight. Our clients view us as trusted business advisors because we understand that great legal service is only valuable if it is relevant, practical and beneficial to their businesses.
The firm is led by its Management Committee comprised of 13 partners within the firm. For its day-to-day management, the firm is managed and led by CEO Daljit Doogal, who is also the Management Committee Chairman. Steve Vazquez, Managing Partner, Jen Patton, Chief Operating Officer, and Fran Zeiger, Chief Administrative Partner, round out the Executive Management Team. Additionally, the firm is arranged into four general departments — Litigation, Business Law, Intellectual Property and Industry Teams. Each department is headed by a Department Chair and each practice has a Practice Group Chair. Finally, each office is run by an Office Managing Partner. Operating as a Partnership, there is no individual or entity that has more than 5% ownership interest in the firm.
2. Provide background information including your firm’s location, hours of office, length of time in business, and number of full-time personnel.
Foley is an international law firm organized as a limited liability partnership under the laws of the State of Wisconsin. We have office locations in Austin, Boston, Brussels, Chicago, Dallas, Denver, Detroit, Houston, Jacksonville, Los Angeles, Madison, Mexico City, Miami, Milwaukee, New York, Orlando, Raleigh, Sacramento, Salt Lake City, San Diego, San Francisco, Silicon Valley, Tallahassee, Tampa, Tokyo, Washington, D.C. and all offices keep typical business hours of 9am-5pm. Foley employs over 1,100 attorneys and an additional 1,100 professional support staff.
3. Provide a full and detailed presentation of the true condition of the proponent’s assets, liabilities and net worth. The report should include a balance sheet and income statement. If the proponent is a new partnership or joint venture, individual financial statement must be submitted for each general partner or joint venture thereof. If firm is a publicly held corporation, the most current annual report should be submitted.
Any proponent who, at the time of submission, is involved in an ongoing bankruptcy as a debtor, or in a reorganization, liquidation, or dissolution proceeding, or if a trustee or receiver has been appointed over all or a substantial portion of the property of the proponent under federal bankruptcy law or any federal insolvency, may be declared non-responsive.
FINANCIAL STABILITY
We do not disclose the firm’s financial details to clients, nor do we provide copies of our financial statements. We can, however, disclose our gross revenue as it is public information.
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Foley & Lardner LLP Prepared for City of Mountain House | 18 Fiscal Year Period Revenue
FY2025 2/1/2024 – 1/31/2025 $1,177,490,852
FY2024 2/1/2023 – 1/31/2024 $1,170,028,995
FY2023 2/1/2022 – 1/31/2023 $1,084,572,435
FY2022 2/1/2021 – 1/31/2022 $1,024,000,486
Additionally, we have attached a letter of good standing along with this response as APPENDIX C.
Client References
1. List of current clients and past clients of similar nature Please see a select list of our current clients under APPENDIX B.
2. Five references with whom you have done business in the past five years, including name, title, telephone number and email address
REFERENCES
We believe our clients provide the best insight on our capabilities. We are pleased to offer and encourage you to contact the following representative references to comment on our related experience and past performance. Each of these references has significant experience with our team and the services Foley provides.
Confidential & Proprietary information begins here:
Client: Byron Bethany Irrigation District
Contact: Ed Pattison Title: General Manager
Phone: 209.968.4436 Email: [email protected]
Services: Federal Public Policy representation and advocacy Client: San Luis & Delta - Mendota Water Authority
Contact: Scott Petersen Title: Director
Phone: 209.832.6200 Email: [email protected]
Services: California and Federal Public Policy representation and advocacy Client: United Water Conversation District
Contact: Mauricio E. Guardado, Jr. Title: General Manager EXHIBIT 2
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Foley & Lardner LLP Prepared for City of Mountain House | 19 Phone: 805.525.4431 Email: [email protected]
Services: Federal Public Policy representation and advocacy, including Federal funding opportunities.
Client: Amity Foundation
Contact: Doug Bond Title: President and CEO
Phone: 213.400.4243 Email: [email protected]
Services: Federal Public Policy representation and advocacy, including Federal funding opportunities.
Client: Westlands Water District
Contact: Jeff Payne Title: Assistant General Manager
Phone: 916.662.3177 Email: [email protected]
Services: Federal Public Policy representation and advocacy, including Federal funding opportunities.
Confidential & Proprietary information ends here:
3. A listing of all matters in which the firm or any of its lobbyists or attorneys have represented a party or client adverse to the City within the last five years
At this time, we are unaware of any clients who are or have been engaged in any adverse actions against The City.
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Foley & Lardner LLP Prepared for City of Mountain House | 20 Costs Associated with the Summary of the Proposed
Plan
1. Provide a detailed fee structure for a two-year term on a page entitled "Consultant’s Fee Schedule" under separate cover The Consultant Fee Schedule, contained herein as EXHIBIT B, has been attached as requested by a separate cover under APPENDIX C.
2. Indicate monthly retainer and estimated travel expenses; if fee is “all inclusive”, indicate if the fee includes travel and for how many visits or any restrictions or caveats (such as a limit on the number of issues included as part of the platform, etc.) associated with the fee
The firm bills for its out-of-pocket expenses at cost and does not markup expenses on a cost-plus or similar basis. All attorney travel will be reviewed with the City prior to and in accordance with guidelines set forth in the City’s engagement terms and conditions. While we do not have an advanced estimate of travel, we would be pleased to communicate with the City when then need for travel arises and communicate anticipated costs at that time.
3. Finalist’s fee structure may be subject to negotiation Acknowledged.
4. Firm’s ability to finalize and enter into a contract with the City for a term to commence July 1, 2025, including the firm’s ability to devote resources to the full representation of the City. Proposal shall provide the name, title, address, telephone number, email address and signature of the individual(s) with the authority to bind the firm to a contract and expressly state the proposal is valid for 60 days; and
Confirmed that we have the ability to commence services starting July 1, 2025. Foley is committed to transparency in the provision and administration of legal services as well as lobbying services performed under the auspices of a law firm. While we welcome the opportunity to serve as a Legislative Advocate to the City of Mountain House, our response shall not be construed as an agreement to comply with all of the terms and conditions as set forth in the Sample Professional Services Agreement. If selected, Foley requests the opportunity to further negotiate the terms and conditions of any resultant contract, including but not limited to:
Consultant’s Warranties and Guarantee; Public Works Requirements; Legal Requirements; Indemnification, Hold Harmless and Defense; and Insurance Requirements. We also note that we have a current Engagement Letter Agreement in place with the City, dated March 4, 2025, and would propose that in lieu of the PSA, the terms of that Agreement cover any new matters arising from this RFP.
5. The City has no obligation to award a contract based on the submittal of an RFP.
Acknowledged.
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Foley & Lardner LLP Prepared for City of Mountain House | 21 Sample Letter of Correspondence
1. Please submit a sample letter of correspondence taking a position on a legislative issue EXHIBIT 2
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Foley & Lardner LLP Prepared for City of Mountain House | 22 Appendix A:
Qualifications Of Our
Professionals
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Foley & Lardner LLP Prepared for City of Mountain House | 23 Dennis A. Cardoza
Director, Public Affairs
[email protected]
Washington, D.C. Sacramento Tampa
202.295.4015
Dennis A. Cardoza is a public affairs director. He serves as co-chair of the Federal Public Affairs Practice and chair of the California Public Affairs Practice. He advises a broad range of clients on legislative, regulatory, and public policy and advocacy matters, and has extensive policy experience with respect to water resource, banking, housing, infrastructure, energy, agriculture, education, foreign affairs, and health care issues.
Prior to joining Foley, Dennis served five terms in the U.S. House of Representatives from California’s 18th District. His committee roles included serving four years on the powerful House Rules Committee while he was also a key member of the House Democratic Leadership Team. Dennis also served as chairman of the House Agriculture Committee’s Subcommittee on Horticulture and Organic Agriculture, where he played a leading role in the formation of the 2007 Farm Bill; ranking member of the Agriculture Committee’s Subcommittee of Livestock, Dairy and Poultry; member of the Committee of Foreign Affairs’ Subcommittee on Asia and the Pacific; member of the Subcommittee on the Middle East and South Asia, the Committee on Resources and its Subcommittee on Water, and the Science Committee. As a member of the House leadership, Dennis was also intimately involved in the drafting of the Affordable Care Act.
Throughout his federal service, Dennis took a leading role in advocating for fiscal discipline on the part of the government, serving as co-chair of the Blue Dog Coalition, a group of House Democrats committed to fiscal responsibility and accountability for taxpayer dollars. He was also an advocate for homeowners facing mortgage difficulties following the housing crisis, and his work included authoring a modified version of the Housing Opportunity & Mortgage Equity Act and establishing a new congressional task force on housing stabilization.
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Foley & Lardner LLP Prepared for City of Mountain House | 24 Prior to his role in the House, Dennis spent six years in the California State Assembly, where he chaired the Rules Committee and helped found the Moderate Democratic Caucus. Several organizations honored thenAssemblyman Cardoza as Legislator of the Year for his efforts to cut taxes, help family farms, and promote education and children’s safety. He has also served as a council member in the cities of Merced and Atwater in California.
Awards and Recognition
Awarded as Top Lobbyist by The Hill, 2022, 2023, 2024
Recipient of the UC Merced Chancellor’s Medal, 2009
Named State Legislator of the Year by the California Sherriff’s Association, 2000 Named State Legislator of the Year by the University of California Alumni Association, 1999 Affiliations
Former board member, University of Maryland, College of Behavioral and Social Sciences Board of Visitors (2011 – 2018)
Former member, board of directors for the Thoroughbred Owners of California (2011 – 2014) Publications and Presentations
Panelist, “A Post-Pandemic Approach to College Sports Venue Funding,” Lead1 National Athletic Directors Association, April 25, 2023
Speaker at Mid Pacific Water Users Conference, January 2023:
The Red Wave that Wasn’t: Looking Ahead to the Divided 118th Congress The ESA at Fifty: What Would President Nixon Think?
Keynote Speaker, Theta Chi Fraternity National Convention, July 2022 Panelist and Key Note Speaker: State-wide and Western water conferences, including National Water Resources Association; Association of California Water Agencies; Family Farm Alliance; Ventura Regional Water Summit, among others (2018-2021)
Speaker, “Navigating California Legislative Challenges With Democrats in Control,” Personal Care Products Council Spring Legislative and Legal Conference, May 1, 2019 Author, “Water Rights Protection,” Daily Journal, January 9, 2019 Moderator, “Energy and Infrastructure Industry Trends and Perspectives Panel,” November 3, 2017 Keynote Speaker, Sino-American Pharmaceutical Professionals Association Conference, September 23, 2017
Speaker, “Legislative Oversight of the Executive for the Nigerian Government,” International Law Institute, August 1, 2017
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Foley & Lardner LLP Prepared for City of Mountain House | 25 Keynote speaker, 3rd Annual California Water Summit, Sacramento, CA, June 2, 2016 Contributor, Cardoza’s Corner, The Hill’s Congress blog Post-Election Commentary Panelist, U.S. Association of Former Members of Congress, 2014 Panelist, “Global Capital Markets Advisory Council: Navigating the Year Ahead – Perspectives from Around the Globe,” Milken Institute 2012 Global Conference, Los Angeles, CA, April 29, 2012 Commencement speaker, University of Maryland, 2004 and 2012 Speaker, Congressional Hispanic Caucus Institute, 2010 and 2011 Speaker, United Fresh Produce Association’s Washington Public Policy Conference, National Harbor, MD, September 14-16, 2010
Speaker, National Association of Realtors Conference, 2009 Speaker, American Bankers Association Convention, San Francisco, 2006 Sectors
Automotive
Cannabis
Energy & Infrastructure
Energy Transition
Health Care & Life Sciences
Health Tech & Genomics
Hydrogen
Innovative Technology
International Trade & National Security
Manufacturing
Medical Devices
Oil & Gas
Payor Provider Convergence
Pharmaceuticals
Power & Renewables
Providers of Health Care Services
Supply Chain
Sustainability & Product Stewardship
Practice Areas
California Government Solutions
Economic Development & Government Incentives
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Foley & Lardner LLP Prepared for City of Mountain House | 26 Environmental
Environmental, Social, and Governance (ESG)
FTC Consumer Protection
Federal Public Affairs
Government Solutions
Public Policy & Government Relations
State Attorneys General
Education
University of Maryland (B.A., 1982)
Government and Politics
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Foley & Lardner LLP Prepared for City of Mountain House | 27 Jared B. Rifis
Director, Public Affairs
[email protected]
Washington, D.C.
202.295.4154
Jared Rifis represents clients and their federal policy priorities before Congress and the Administration.
As a member of the firm’s Government Solutions Practice Group, Jared provides analysis and advocacy that advance each client’s public policy goals. He has experience with a wide range of federal and state policy issues and also advises clients on lobbying and PAC compliance.
Prior to joining Foley, Jared served in various roles in Congress, most recently serving as a judiciary and commerce advisor in Senator Harry Reid’s leadership office, where his broad portfolio encompassed matters of technology, telecommunications, gun safety, consumer protection, gaming, patents, and more. During law school, Jared worked in the leadership office of House Speaker Nancy Pelosi, the Judiciary Committee office of Senator Chuck Schumer, the Democratic Congressional Campaign Committee, the think tank Third Way, and the campaign finance reform organization now known as Issue One.
Presentations and Publications
Speaker, “Introduction to Non-Profits,” Jordan’s Guardian Angels 2019 Family Conference (March 30, 2019)
Author, “Water Rights Protection,” Daily Journal (January 9, 2019) Speaker, “Government Relations on the First Anniversary of Trump’s Election,” 2017 Executive Exchange, Chicago, IL (November 7, 2017)
Speaker, “Pathways to Government: Climbing Capitol Hill,” Georgetown Law (October 4, 2017) Speaker, Lunch and Loans panel at Georgetown Law (February 2017) Speaker, Lunch and Loans panel at Georgetown Law (February 2016) EXHIBIT 2
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Foley & Lardner LLP Prepared for City of Mountain House | 28 Sectors
Artificial Intelligence
Blockchain & Digital Assets
Cannabis
Cloud Computing Infrastructure & Solutions
Energy & Infrastructure
Health Tech & Genomics
Innovative Technology
Power & Renewables
Practice Areas
Corporate
Environmental
Environmental, Social, and Governance (ESG)
Federal Public Affairs
Government Enforcement Defense & Investigations
Government Solutions
Public Policy & Government Relations
State Attorneys General
Education
Georgetown University Law Center (J.D., 2014)
Law Dean Scholar’s Award
Best Exam Award in Lawmaking
Received “Exceptional” honors for completing over 175 hours of pro bono services Butler University (B.A., cum laude, 2010)
Political science and Spanish
Outstanding Senior Political Science Award for graduating with the top scholastic record Admissions
District of Columbia
U.S. Supreme Court
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Foley & Lardner LLP Prepared for City of Mountain House | 29 Kate M. Kros
Senior Public Affairs Advisor
[email protected]
Washington, D.C.
202.295.4063
Kate M. Kros is a senior public affairs advisor with Foley & Lardner LLP’s Government Solutions Practice Group and brings over 15 years of experience in grassroots advocacy, federal policy and strategic communications to her work advising clients. In her role, Kate develops and deploys advocacy strategies, leveraging bipartisan connections on and off Capitol Hill. Among other things, Kate also provides clients with legislative, regulatory, and research-based policy insights, oversees federal and state compliance for the firm and clients, and assists in management of political giving.
Prior to Foley, Kate spent eight years at a consulting firm connecting 80+ non-profit organizations, trade associations, and stakeholders with legislators, training thousands of self-advocates on how to successfully communicate with their members of Congress and executing large-scale advocacy fly-ins in district offices and on Capitol Hill. She scheduled hundreds of bipartisan, bicameral meetings yearly with every member of Congress. Kate is a native of Milwaukee, Wisconsin.
Awards and Recognition
2024 Marquette University Klingler College of Arts and Sciences Young Alumna of the Year Affiliations
Kate serves as the President of the Wisconsin State Society. She is also a member of the Marquette University Klingler College of Arts & Sciences Leadership Council, an advisory board run by the Dean of the College. She is also a Board member of the Wisconsin State Society. From 2016 through 2021, Kate was the President of the Marquette Alumni Club of Washington, D.C., and Northern Virginia, where she represented over 2,000 alumni in the second-largest alumni club operated through Marquette University.
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Foley & Lardner LLP Prepared for City of Mountain House | 30 Community Involvement
Kate hosted regular events at the Les Aspin Center for Government and engaged alumni through a networking program she created. From 2017 to 2022, Kate was an inaugural member of Marquette’s Young Alumni Leadership Council, where she advocated the needs of young alumni to the university. Kate continues to volunteer at Catholic Charities regularly and has advocated on their behalf to various stakeholders in the community.
Presentations and Publications
Panelist, “Policy Perspectives for Foster Care Awareness Month,” National Foster Youth Institute (June 8, 2023)
Guest Lecturer: Professional Communications, The George Washington University (March 21, 2023) Guest Speaker: AP U.S. Government, Skutt Catholic High School (November 22, 2022) Guest Lecturer: Honors American Politics, Marquette University College of Arts & Sciences (November 14, 2022)
Presenter: “Arts & Sciences Influentials,” hosted by Dr. Heidi Bostic, Dean, Marquette University Klingler College of Arts and Sciences (December 8, 2021) Presenter, “Beyond MU: CIRCLES – Recent Grads Cohort,” Marquette University Alumni & Friends (September 22, 2020)
Presenter, “Lobbying During Lockdown- Federal Advocacy During COVID-19,” National Water Resources Association (May 28, 2020)
Sectors
Health Care & Life Sciences
Innovative Technology
Manufacturing
Medical Devices
Payor Provider Convergence
Pharmaceuticals
Providers of Health Care Services
Racial Justice & Equity
Practice Areas
Environmental
Federal Public Affairs
Government Solutions
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Foley & Lardner LLP Prepared for City of Mountain House | 31 Public Policy & Government Relations
Education
Marquette University (B.A., 2011)
Political Science
French
Georgetown University (Graduate Certificate, 2015)
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Foley & Lardner LLP Prepared for City of Mountain House | 32 Ian Hopkins
Public Affairs Advisor
[email protected]
Washington, D.C.
202.295.4023
Ian Hopkins supports Foley’s Government Solutions Practice Group in the firm’s Washington, D.C. office as a Public Affairs Advisor.
Prior to joining Foley, he was a legislative intern for the Office of Representative Gabe Amo, where he developed comprehensive research memos on foreign affairs, climate change, health care, and more. His previous experience also includes working as a legislative intern for the Office of Senator Jack Reed and as a junior fellow at the Middle East Policy Council.
Practice Areas
Federal Public Affairs
Government Solutions
Public Policy & Government Relations
Education
The Catholic University of America (B.A., 2024)
Politics
Minors: Peace and World Order Studies, Islamic World Studies EXHIBIT 2
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Foley & Lardner LLP Prepared for City of Mountain House | 33 Appendix B:
Additional Work
Experience – Current
Lobbying Clients
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Foley & Lardner LLP Prepared for City of Mountain House | 41 Appendix C:
Requested Documents
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Requested Documents
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United States of America
State of Wisconsin
DEPARTMENT OF FINANCIAL INSTITUTIONS
Division of Corporate & Consumer Services
To All to Whom These Presents Shall Come, Greeting:
I, Kristie Pulvermacher, Administrator of the Division of Corporate and Consumer Services, Department of Financial Institutions, do hereby certify that
FOLEY & LARDNER LLP
is a domestic limited liability partnership registered under the laws of this state and that its date of registration is March 01, 2004.
I further certify that said limited liability partnership has, within its most recently completed report year, filed an annual report required under ss. 178.0913 Wis. Stats., and that it has not filed a Statement of Cancelation.
KRISTIE PULVERMACHER, Administrator
Division of Corporate and Consumer Services
Department of Financial Institutions
IN TESTIMONY WHEREOF, I have hereunto set
my hand and affixed the official seal of the
Department on February 26, 2025.
DFI/Corp/33
To validate the authenticity of this certificate
Visit this web address: https://apps.dfi.wi.gov/apps/ccs/verify/ Enter this code: 411930-FC850700
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EXHIBIT B
COMPENSATION SCHEDULE & REIMBURSABLE EXPENSES
1) Compensation Schedule.
Based on Foley’s work similar in scope for other California-based clients, and based on The City of Mountain House’s needs, we would normally propose a monthly retainer fee arrangement of $20,000. However, due to the present relationship we have with The City and the economy of scale of how this engagement fits in with the work we are doing with BBID, we are willing to offer you a continuation of our fee of $10,000 per month for the period of this RFP request. This fee is inclusive of all administrative, overhead, payroll, and similar charges, secretarial time or secretarial overtime, word processing, photocopying, in-house printing, insurance, and other ordinary business expenses.
The firm bills for its out-of-pocket expenses at cost and does not markup expenses on a cost-plus or similar basis. All attorney travel will be reviewed with the City prior to and in accordance with guidelines set forth in the City’s engagement terms and conditions.
Our monthly fee reflects the scope of work outlined in the RFP. If the scope of our engagement changes later, we will negotiate a budget with the City at that time. 2) Reimbursable Expenses.
Reimbursable expenses for Consultants working for City of Mountain House shall follow the guidelines outlined below. An invoice and receipts, outlining travel expenses, shall be submitted to City of Mountain House after the travel has occurred.
EXPENSE TYPE REIMBURSEMENT POLICIES RECEIPT REQUIRED
Airfare Actual cost of the least expensive
class available. Business class and
first class are not reimbursable.
Yes
Airline Baggage Fees Actual expense. Yes
Rental Car Reimbursement for rental cars
will be for a standard size car or
smaller and will be reimbursed
for the actual expense.
Yes
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Airport Shuttle Actual expense, including gratuity. Yes Taxi Actual expense, including gratuity. Yes
Meals & Incidentals Actual expense, including gratuity.
Itemized receipts must be included
for reimbursement. No alcohol.
Other incidentals per itemized receipt.
Yes
Hotel Lodging obtained will be reasonable
and in line with the moderate priced
hotels for the area. Reimbursement
will be only for room charge, taxes,
and parking (if applicable).
Itemized receipts must be included
for reimbursement.
Yes
Privately Owned Vehicle
Mileage Rate
IRS allowable rate for the current
year.
No
Office Incidentals Actual expense.
Copies/printing, courier/express
delivery fees, phone calls.
Yes
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1 | P a g e
FEDERAL LEGISLATIVE AND FUNDING
ADVOCACY SERVICES
RFP PW2501
REQUEST FOR PROPOSALS
Proposals must be submitted to the City of Mountain House by:
3:00 p.m. Pacific Standard Time on Monday, May 19, 2025 The City of Mountain House will reject any proposals received after the date and time noted above.
Proposals will be evaluated by the Selection Committee for review following the criteria set forth within this RFP.
INQUIRIES REGARDING THIS RFP: Do not contact City personnel other than the person(s) indicated below. If needed, please send a single email inquiry if there are multiple questions concerning the scope of professional services required.
Karen Morgan, Utility Manager: [email protected] | (209) 831-2300 EXHIBIT 2
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HOW TO RESPOND TO THIS RFP: To appropriately respond to this RFP, please submit four hard copies and one digital copy of the proposal to the following address:
City of Mountain House Town Hall
Attn: Karen Morgan, Utility Manager
251 E. Main St.
Mountain House CA. 95391
Submit electronic copy to Karen Morgan at [email protected] DUE DATE: This proposal is due May 19, 2025. Proposers are solely responsible for ensuring timely receipt of proposals and responses received after the due date will not be considered.
Postmark date will not constitute timely delivery. The proposal must arrive at the address noted above before 5:00 p.m. Pacific Time on the closing date listed below.
The RFP timeline for selection is as follows:
Distribution of RFP May 5, 2025
Due date for response to RFP May 19, 2025
Complete Evaluation of Proposals May 28, 2024
Interviews, if needed (tentative) June 6-8, 2025
City Council Consideration/Approval (tentative) June 25, 2025 Agreement Effective Date July 1, 2025
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CONTENTS
1 BACKGROUND ...................................................................................................................................................... 4 2 GENERAL INFORMATION...................................................................................................................................... 5 3 SCOPE OF SERVICES.............................................................................................................................................. 5 4 CITY’S OBJECTIVES ................................................................................................................................................ 8 5 SUBMISSION REQUIREMENTS .............................................................................................................................. 8 6 ATTACHMENTS TO THIS RFP...............................................................................................................................11 EXHIBIT 2
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1 BACKGROUND
City of Mountain House is an all-inclusive, family-oriented community that serves today's vibrant and exhilarating lifestyle. Mountain House is a Master Planned community located in San Joaquin County. The population of Mountain House is approximately 28,000, with an ultimate planned buildout of 44,000.
The government agency of Mountain House was formed in 1996. The Mountain House community reached 1,000 registered voters, which prompted a vote for independence in the Spring of 2008 and an independent local Board of Directors in the Fall of 2008. The MHCSD Board of Directors set policies, ordinances, and regulations to benefit Mountain House residents. The MHCSD Board of Directors appointed the MHCSD General Manager.
The General Manager was responsible for administering all government activities for the Mountain House community and appoints the Department heads. The MHCSD is one of the few public agencies that enforce Master Restrictions, similar to Conditions, Covenants & Restrictions (CC&Rs).
In unincorporated areas, basic services like water, sewer, security, and fire protection are usually provided by the county. Because counties often consist of large and diverse geographical areas, providing a consistent and adequate service level across all areas can be difficult. Consequently, the Community Services District Law (Government Code §61000- 61850) was created to provide an alternate method of providing services in unincorporated areas. The law allows residents of an unincorporated area to initiate the formation of a community services district (also referred to as “CSD”). A CSD is authorized to provide a wide variety of services, including water, garbage collection, wastewater management, security, fire protection, public recreation, street lighting, mosquito abatement, conversion of overhead utilities to underground, library services, ambulance services, and graffiti abatement. A CSD may span unincorporated areas of multiple cities and/or counties. A CSD may issue bonds or form an improvement district to issue bonds, as any City or County might do. Any bond issuance or other long-term debt will require a 2/3rds majority approval of registered voters residing within the CSD. Mountain House successfully transitioned from a Community Service District to an incorporated city on July 1, 2024.
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2 GENERAL INFORMATION
The City of Mountain House is seeking an experienced professional to provide services in the following areas:
1) Legislative Consultation
2) Legislative Advocacy
3) Funding Advocacy
The City seeks to develop a new legislative platform prior to the start of the 2025 state legislative session. In tandem with this objective, the City is seeking legislative consulting and advocacy services in an effort to maintain and increase presence and influence on federal issues.
For consultation and advocacy services, expertise is sought in sound knowledge of public policy, clear understanding of the legislative process, solid political networks, knowledge of key agency programs and staff, familiarity with current federal issues, and effective communication skills. There must be demonstrated experience in bipartisan relationships with a network of access to legislators, administrative and relevant agency staff, and representatives at the state and federal levels.
For funding advocacy, expertise and a solid track record is sought in the ability to successfully identify grant opportunities, advise City staff in the preparation of applications, and secure funding. Additionally, experience in bipartisan relationships with a network of access to legislators, administrative and relevant agency staff and representatives at the state and federal level should be demonstrated through reference. 3 SCOPE OF SERVICES
Legislative Program Consultation
• Advise the City in the development of an annual state and federal legislative platform and program
• Meet with stakeholders to develop legislative platform • Provide a recommended government relations strategy
• Provide recommendations for legislative priorities based on opportunities and threats to the City
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• Advise the City in the identification of an annual state and federal funding strategy and list of funding priorities
Legislative Advocacy
• Represent the City in Washington, DC
• Coordinate and execute the City's annual state and federal legislative program • Coordinate and implement the government relations strategy in Washington, DC • Provide monthly reports outlining progress toward the established legislative priorities and other emerging activities, developments and opportunities • Maintain a positive working relationship with the City’s state and federal delegation and staff, legislative committees, the executive branch and other government officials and facilitate communication with legislative and other governmental officials for the purpose of influencing legislation or administrative action • Review federal executive proposals, legislation under consideration, proposed and adopted administrative rules and regulations and other developments for any items that may impact the City’s policies, programs or initiatives • Maintain an overview of legislative and agency activities and upon request secure and provide detailed information on specific federal issues • Provide regular reports on key issues and legislative activity and upon request provide written status reports on projects and activities
• Prepare letters of support and opposition for state and federal legislators, legislative committees, state and federal agencies, the executive branch and other key stakeholders; disseminate letters of support and opposition • Advise the City and prepare testimony to be presented to legislative committees and administrative agencies and arrange for appointments and accommodations as necessary
• Contact state and federal agencies on the City’s behalf when applications are under consideration and take other steps to facilitate the most favorable consideration of applications
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• Coordinate, in consultation with the City, with the legislative efforts of partner organizations and associations
• Coordinate regular meetings for City Council representatives and City staff with federal elected officials and agency representatives.
Funding Advocacy and Assistance
• Coordinate and execute the City's state and federal funding strategy and pursue listed funding priorities
• Advise and assist in the preparation of federal appropriations requests and submit on behalf of the City in accordance with Congressional deadlines • Advise City on other funding activities and opportunities determined to be of significance to the City
• Pursue funding through federal budgeting process, federal agency budgetingprocess, federal agency grant programs and other public sector sources for the development, enhancement, and/or expansion of projects and programsfor the City • Monitor and maintain an overview of legislative and executive agency activities affecting the City’s funding needs and opportunities including opportunities to fund special projects
• Review, comment on, and advise City staff in the development and execution of appropriate documents, proposals, grants, or other funding application requirements • Register on behalf of the City with necessary federal officers and agencies, and comply with all reporting requirements mandated by the Lobbying Disclosure Act, and any other legal requirements
• Note: The City is not specifically seeking grant writing services through the issuance of this RFP. However, if your firm provides grant writing services, you may choose to include relevant information and associated costs for those services within the proposal. The proposal and fee structure for grant writing services should be presented in a distinct manner from the fees for legislative advocacy services.
Acceptable proposals will allow the City to contract for legislative advocacy services only and allow the City to choose whether to “add” grant writing services to the agreement. A proposal that requires the City to contract for grant writing services in order to receive legislative advocacy services will not be considered responsive to this RFP process.
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4-TIMEFRAME AND BUDGET
The estimated time frame to have the RFP process completed and a contract in place is as follows:
Distribution of RFP May 5, 2025
Due date for response to RFP May 19, 2025
Complete Evaluation of Proposals May 28, 2025
Interviews, if needed (tentative) June 6-8, 2025
City Council Consideration/Approval (tentative) June 25, 2025 Agreement Effective Date July 1, 2025
4 CITY’S OBJECTIVES
• Advocate in Washington, DC to accurately and persuasively present the position of the City
• Establish relationships with key legislators and staff • Provide early details on emerging issues
• Share knowledge of trade-offs impacting legislative framing and funding • Target funding allocations and grant applications
5 SUBMISSION REQUIREMENTS
1) Executive Summary (1 page)
• Cover letter on company letterhead addressing City’s requirements and consultant’s qualification to perform this work.
• Overview of the firm: how long has the firm been in business, size of the firm, the average number of clients within the firms’ portfolio, the type(s) of clients within the firm’s portfolio and firm’s primary areas(s) of expertise. • The letter should be signed by an officer of the firm authorized to bind the firm to all comments made in the response, and shall include the name, address, phone number and e-mail address of the person(s) to contact who will be authorized to represent your firm.
2) Qualifications (1-5 pages)
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• Describe the firm’s experience with the state and federal legislative process and funding acquisition. Describe specifically experience representing clients with similarities to Mountain House including size, demographics, geography, tourism, and legislative issues.
• Describe the qualifications of the lead person(s) that will serve as the primary contact for the City.
(1) Include tenure with the firm and years of experience in the field (2) Include comparable cities the lead represents and the length of the relationship with those clients
(3) Provide examples of the leads, successes or major accomplishments for municipal clients
• List the staff that will directly support the lead contact for the City and their qualifications.
• Provide examples of the firm’s successes or major accomplishments in advocating/lobbying for municipalities including legislation, programs, projects or funding awards that have been forwarded through the legislature and/or relevant agencies.
• Provide specific successes and identify key staff or partners with expertise and professional relationships in each of the following areas that are critical to City advocacy:
(1) Funding advocacy for transportation projects and accessibility improvements with CalTrans, the California Transportation Committee, and the US Department of Transportation
(2) Advocacy for economic development programs and funding including broadband deployment
(3) Advocacy for community development programs and funding including housing and homelessness
(4) Funding advocacy for public safety initiatives, personnel, and equipment (5) Funding advocacy for emergency management initiatives (6) Advocacy for community services funding related to library services, trails, parks, recreation programs and open space
EXHIBIT 2
Item 8.5
Mountain House Page 590 of 621
10 | P a g e
(7) Advocacy for water policy and water rights as well as funding for water related infrastructure and conservation
(8) Advocacy for stormwater and wastewater regulations, permitting and capital funding
3) Approach (1-2 pages)
• Describe the firm’s acumen in understanding and successfully navigating the political and legislative environment, including the firm’s demonstrated successin working with various individuals and organizations on legislative issues and the ability to quickly identify and analyze legislation and other political trends. • Provide a brief summary of the steps the firm would take to assist the City's in meeting its legislative objectives including a description of the firms experience in assisting municipalities in developing and executing legislative platforms. • Highlight innovative ideas your firmmay have to provide these services and explain why your approach is advantageous to the City.
• Provide examples of regular reporting formats offered to other clients. • Describe how the firm addresses potential conflicts between clients. 4) Capacity and Stability of Firm (1 page)
• Provide an overview of organizational structure, ownership, configuration, and capitalization of your firm.
• Provide background information including your firm’s location, hours of office, length of time in business, and number of full-time personnel. • Provide a full and detailed presentation of the true condition of the proponent’s assets, liabilities and net worth. The report should include a balance sheet and income statement. If the proponent is a new partnership or joint venture, individual financial statement must be submitted for each general partner or joint venture thereof. If firm is a publicly held corporation, the most current annual report should be submitted.
Any proponent who, at the time of submission, is involved in an ongoing bankruptcy as a debtor, or in a reorganization, liquidation, or dissolution proceeding, or if a trustee or receiver has been appointed over all or a substantial portion of the property of the proponent under federal bankruptcy law or any federal insolvency, may be declared non-responsive.
EXHIBIT 2
Item 8.5
Mountain House Page 591 of 621
11 | P a g e
5) Client References (1 page)
• List of current clients and past clients of similar nature • Five references with whom you have done business in the past five years, including name, title, telephone number and email address • A listing of all matters in which the firm or any of its lobbyists or attorneys have represented a party or client adverse to the City within the last five years 6) Costs associated with the summary of Proposed Plan (1 page) • Provide detailed fee structure for a two-year term on a page entitled "Consultant’s Fee Schedule" under separate cover.
• Indicate monthly retainer and estimated travel expenses; if fee is “all inclusive”, indicate if the fee includes travel and for how many visits or any restrictions or caveats (such as a limit on the number of issues included as part of the platform, etc.) associated with the fee.
• Finalist’s fee structure may be subject to negotiation • Firm’s ability to finalize and enter into a contract with the City for a term to commence July 1, 2025, including the firm’s ability to devote resources to the full representation of the City. Proposal shall provide the name, title, address, telephone number, email address and signature of the individual(s) with the authority to bind the firm to a contract and expressly state and federal the proposal is valid for 60 days; and
• The City has no obligation to award a contract based on the submittal of an RFP. 7) Sample Letter of Correspondence (1 page)
• Please submit a sample letter of correspondence taking a position on a legislative issue
6 ATTACHMENTS TO THIS RFP
Attachment A: Sample Professional Services Agreement
EXHIBIT 2
Item 8.5
Mountain House Page 592 of 621
CONTRACT ID # A-2526-37
12 EXHIBIT B
COMPENSATION SCHEDULE & REIMBURSABLE EXPENSES
1) Compensation Schedule.
2) Reimbursable Expenses.
Reimbursable expenses for Consultants working for City of Mountain House shall follow the guidelines outlined below. An invoice and receipts, outlining travel expenses, shall be submitted to City of Mountain House after the travel has occurred.
Expense Type Reimbursement Policies Receipt Required
Airfare Actual cost of the least expensive class available.
Business class and first class are not reimbursable.
Yes
Airline Baggage Fees Actual expense. Yes
Rental Car Reimbursement for rental cars will be for a
standard size car or smaller and will be
reimbursed for the actual expense.
Yes
Airport Shuttle Actual expense, including gratuity. Yes Taxi Actual expense, including gratuity. Yes
Meals & Incidentals Actual expense, including gratuity. Itemized receipts must be included for reimbursement. No
alcohol.
Other incidentals per itemized receipt.
Yes
Hotel Lodging obtained will be reasonable and in line
with the moderate priced hotels for the area.
Reimbursement will be only for room charge,
taxes, and parking (if applicable).
Itemized receipts must be included for
reimbursement.
Yes
Privately Owned Vehicle
Mileage Rate
IRS allowable rate for the current year. No
Office Incidentals Actual expense.
Copies/printing, courier/express delivery fees,
phone calls.
Yes
EXHIBIT 2
Item 8.5
Mountain House Page 593 of 621
CONTRACT ID # A-2526-37
13 EXHIBIT C
INSURANCE REQUIREMENTS
1) Required Coverage. Consultant shall maintain all required insurance listed herein for the duration of this Agreement.
TYPE OF INSURANCE MINIMUM LIMITS
Commercial General Liability
Premises Liability; Products and Completed
Operations; Contractual Liability; Personal
Injury and Advertising Liability
$1,000,000 per occurrence;
Bodily Injury and Property Damage
$2,000,00 in the aggregate; Commercial general
coverage shall be at least as broad as Insurance
Services Office Commercial General Liability
occurrence form CG 0001 (most recent edition)
covering comprehensive General Liability on an
“occurrence” basis
Commercial or Business Automobile
Liability
All owned vehicles, hired or leased
vehicles, non-owned, borrowed and
permissive uses. Personal Automobile
Liability is acceptable for individual
Consultants with no transportation or
hauling related activities
$1,000,000 per occurrence;
Any Auto; Bodily Injury and Property Damage.
Automobile coverage shall be at least as broad as
Insurance Services Office Automobile Liability
form CA 0001 (most recent edition), Code 1 (any
auto). No endorsement shall be attached limiting
the coverage.
Workers’ Compensation (WC) and
Employers Liability (EL)
Required for all Consultants with
employees
WC: Statutory Limits
EL: $100,000 per accident for bodily injury or
disease. Consultant may rely on a self-insurance
program to meet those requirements, but only if the
program of self-insurance complies fully with the
provisions of the California Labor Code. The
insurer shall waive all rights of subrogation against
City of Mountain House and its officers, officials,
employees, and volunteers for loss arising from
Work performed under this Agreement
Professional Liability/Errors &
Omissions
Required for all Consultants performing
services with licensed professionals.
Includes endorsements of contractual
liability
$1,000,000 per occurrence
$2,000,000 policy aggregate; Any deductible or
self-insured retention shall not exceed $150,000 per
claim
EXHIBIT 2
Item 8.5
Mountain House Page 594 of 621
CONTRACT ID # A-2526-37
14 2) Additional requirements. Each of the following shall be included in the insurance coverage or added as a certified endorsement to the policy:
a) Term. All required insurance shall be maintained during the entire term of the Agreement with the following exception: Insurance policies and coverage(s) written on a claims-made basis shall be maintained during the entire term of the Agreement and until three (3) years following termination and acceptance of all Work provided under the Agreement, with the retroactive date of said insurance (as may be applicable) concurrent with the commencement of activities pursuant to this Agreement. b) Additional Insured. All insurance required above with the exception of Professional Liability, Personal Automobile Liability, Workers’ Compensation and Employers Liability, shall be endorsed to name as additional insured: City of Mountain House, its Board of Directors, and all City of Mountain House officers, agents, employees, volunteers and representatives.
c) Primary Insurance. For any claims related to this Agreement or the Work hereunder, the Consultant’s insurance covered shall be primary insurance as respects City of Mountain House, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by City of Mountain House, its officers, officials, employees, or volunteers shall be excess of the Consultant’s insurance and shall not contribute with it. d) Cancellation. Each insurance policy required by this clause shall be endorsed to state that coverage shall not be canceled by either party, except after 30 days’ prior written notice has been provided to City of Mountain House.
e) Certificates of Insurance. Before commencing operations under this Agreement, Consultant shall provide Certificate(s) of Insurance and applicable insurance endorsements, in form and satisfactory to City of Mountain House, evidencing that all required insurance coverage is in effect. City of Mountain House reserves the rights to require the Consultant to provide complete, certified copies of all required insurance policies.
f) Sub-Consultants. Consultant shall include all sub-Consultants as an insured (covered party) under its policies or shall furnish separate certificates and endorsements for each sub-Consultant. All coverages for sub-Consultants shall be subject to all of the requirements stated herein.
g) Claims-made limitations. The following provisions shall apply if the professional liability coverage is written on a claims-made form:
i) The retroactive date of the policy must be shown and must be before the date of the Agreement.
ii) Insurance must be maintained and evidence of insurance must be provided for at least five years after completion of the Agreement or the Work, so long as commercially available at reasonable rates.
iii) If coverage is canceled or not renewed and it is not replaced with another claimsmade policy form with a retroactive date that precedes the date of this Agreement, EXHIBIT 2
Item 8.5
Mountain House Page 595 of 621
CONTRACT ID # A-2526-37
15 Consultant must purchase an extended period coverage for a minimum of three (3) years after completion of Work under this Agreement. iv) A copy of the claim reporting requirements must be submitted to City of Mountain House for review prior to the commencement of any Work under this Agreement.
3) All Policies Requirements.
a) Acceptability of insurers. All insurance required by this section is to be placed with insurers with a Bests' rating of no less than A:VII. Insurance shall be maintained through an insurer with a minimum A.M. Best Rating of A- or better, with deductible amounts acceptable to City of Mountain House. Acceptance of Consultant’s insurance by City of Mountain House shall not relieve or decrease the liability of Consultant hereunder. Any deductible or self-insured retention amount or other similar obligation under the policies shall be the sole responsibility of the Consultant.
b) Deductibles and Self-Insured Retentions. Consultant shall disclose to and obtain the written approval of City of Mountain House for the self-insured retentions and deductibles before beginning any of the Work called for by any term of this Agreement.
At the option of City of Mountain House, either: the insurer shall reduce or eliminate such deductibles or self-insured retentions as respects City of Mountain House, its officers, employees, and volunteers; or the Consultant shall provide a financial guarantee satisfactory to City of Mountain House guaranteeing payment of losses and related investigations, claim administration and defense expenses. c) Wasting Policies. No policy required by this Section 4 shall include a “wasting” policy limit (i.e. limit that is eroded by the cost of defense). d) Waiver of Subrogation. Consultant hereby agrees to waive subrogation which any insurer or Consultant may require from vendor by virtue of the payment of any loss.
Consultant agrees to obtain any endorsements that may be necessary to affect this waiver of subrogation. The Workers’ Compensation policy shall be endorsed with a waiver of subrogation in favor of the entity for all Work performed by Consultant, its employees, agents, and sub-Consultants.
4) Remedies. In addition to any other remedies City of Mountain House may have if Consultant fails to provide or maintain any insurance policies or policy endorsements to the extent and within the time herein required, City of Mountain House may, at its sole option exercise any of the following remedies, which are alternatives to other remedies City of Mountain House may have and are not the exclusive remedy for Consultant’s breach:
a) Obtain such insurance and deduct and retain the amount of the premiums for such insurance from any sums due under the Agreement;
b) Order Consultant to stop work under this Agreement or withhold any payment that becomes due to Consultant hereunder, or both stop work and withhold any payment, until Consultant demonstrates compliance with the requirements hereof; and/or c) Terminate this Agreement.
EXHIBIT 2
Item 8.5
Mountain House Page 596 of 621
CONTRACT ID # A-2526-37
16 EXHIBIT D
REQUIREMENTS OF PUBLIC WORKS CONTRACTS
1) Wages. As applicable pursuant to Federal and State of California statutes and regulations:
a) In accordance with Labor Code Section 1773.2, City of Mountain House has determined the general prevailing wages in the locality in which the Work described in Exhibit A are to be performed for each craft or type of work needed, as published by the State of California Department of Industrial Relations, Division of Labor Statistics and Research, a copy of which is on file in City of Mountain House Public Works Office, and shall be made available on request. Consultant and sub-Consultants engaged in the performance of the Work shall pay no less than these rates to all persons engaged in performance of the Work.
b) In accordance with Labor Code Section 1775, Consultant and any sub-Consultants engaged in performance of the Work shall comply with Labor Code Section 1775, which establishes a penalty of up to $200 per day for each worker engaged in the performance of the Work for which Consultant or any sub-Consultant pays less than the specified prevailing wage. A mistake, inadvertence, or neglect in failing to pay the correct rate of prevailing wages is not excusable if Consultant or sub-Consultant had knowledge of their obligations under the Labor Code. Consultant or sub-Consultant shall pay the difference between the prevailing wage rates and the amount paid to each worker for each calendar day or portion thereof for which each worker was paid less than the prevailing wage rate.
If a sub-Consultant worker engaged in performance of the services described in Exhibit A is not paid the general prevailing per diem wages by the sub-Consultant, Consultant is not liable for any penalties therefore unless Consultant had knowledge of that failure or unless the Consultant fails to comply with all of the following requirements:
i) The contract executed between Consultant and the sub-Consultant for the performance of part of the Work shall include a copy of the provisions of Labor Code Sections 1771, 1775, 1776, 1777.5, 1813, and 1815.
ii) Consultant shall monitor payment of the specified general prevailing rate of per diem wages by the sub-Consultant by periodic review of the sub-Consultant’s certified payroll records.
iii) Upon becoming aware of a sub-Consultant’s failure to pay the specified prevailing rate of wages, Consultant shall diligently take corrective action to halt or rectify the failure, including, but not limited to, retaining sufficient funds due the sub-Consultant for performance of the Work.
iv) Prior to making final payment to the sub-Consultant, Consultant shall obtain an affidavit signed under penalty of perjury from the sub-Consultant that the subConsultant has paid the specified general prevailing rate of per diem wages for employees engaged in the performance of the Work any amounts due pursuant to Labor Code Section 1813.
c) In accordance with Labor Code Section 1776, Consultant and each sub-Consultant engaged in performance of the Work shall keep accurate payroll records showing the name, address, social security number, work, straight time and overtime hours worked each day and week, and the actual per diem wages paid to each journeyman, apprentice, worker, or other employee employed in performance of the Work. Each payroll record EXHIBIT 2
Item 8.5
Mountain House Page 597 of 621
CONTRACT ID # A-2526-37
17 shall contain or be verified by a written declaration that it is made under penalty of perjury, stating both of the following:
i) The information contained in the payroll record is true and correct. ii) The employer has complied with the requirements of Sections 1771, 1811, and 1815 for any work performed by the employer’s employees on the public works project.
The payroll records required pursuant to Labor Code Section 1776 shall be certified and shall be available for inspection by City of Mountain House and its authorized representatives, the Division of Labor Standards Enforcement, and the Division of Apprenticeship Standards of the Department of Industrial Relations, and shall otherwise be available for inspection in accordance with Labor Code Section 1776. d) In accordance with Labor Code Section 1777.5, Consultant, on behalf of Consultant and any sub-Consultants engaged in performance of the Work, shall be responsible for ensuring compliance with Labor Code Section 1777.5 governing employment and payment of apprentices on public works contracts.
e) Consultant or any sub-Consultant, in performance of the Work, employs any person in a trade or occupation (except executive, supervisory, administrative, clerical, or other nonmanual workers as such) for which no minimum wage rate has been determined by the Director of the Department of Industrial Relations, Consultant shall pay the minimum rate of wages specified therein for the classification that most nearly corresponds to the Work performed by that person. The minimum rate thus furnished shall be applicable as a minimum for such trade or occupation from the time of the initial employment of the person affected and during the continuance of such employment. 2) DIR Registration.
At all times, Consultant shall be registered with the Department of Industrial Relations and qualified to perform public work consistent with Labor Code section 1725.5, except in limited circumstances as set forth in Labor Code section 1771.1. No Consultant or sub-Consultant may be awarded a contract for public work on a public works project unless registered with the Department of Industrial Relations pursuant to Labor Code Section 1725.5. Consultant agrees, in accordance with Section 1771.4 of the Labor Code, that if the Work under this Agreement qualifies as a public works project, it is subject to compliance monitoring and enforcement by the Department of Industrial Relations.
5615290.3
EXHIBIT 2
Item 8.5
Mountain House Page 598 of 621
TITLE: Reschedule the Regular City Council Meeting of September 24, 2025.
MEETING DATE: August 27, 2025
PREPARED BY: Margaret Wimberly, City Clerk
RECOMMENDATION
Staff recommends that the City Council adopt a Resolution approving the rescheduling of the regular City Council meeting originally scheduled for Wednesday, September 24, 2025, to Thursday, September 25, 2025, at 7:00 P.M.
The City Council may also select an alternate date if September 25 does not accommodate Council Member schedules.
BACKGROUND
Pursuant to Section 2-1-100 of the Mountain House Municipal Code, the City Council holds regular meetings on the second and fourth Wednesday of each month at 7:00 p.m. in the City Council Chambers, located at 251 East Main Street, Mountain House, California.
The City Council recognizes the need to modify the regular meeting schedule to account for conflicts with holidays, conferences, and other events. The proposed rescheduling of the September 24, 2025, meeting to September 25, 2025, ensures that the full Council can participate.
Staff is reviewing the San Joaquin Council of Governments (SJCOG) Board meeting scheduled for September 25, 2025, to confirm that agenda length and commute time will not conflict, as the Mayor and Council Member Harrison are scheduled to attend.
FISCAL IMPACT
There is no fiscal impact associated with this item.
STRATEGIC PLAN
Not applicable.
CEQA
Not applicable.
Item 8.6
Mountain House Page 599 of 621
ATTACHMENTS
A. Resolution
Item 8.6
Mountain House Page 600 of 621
RESOLUTION NO. 2025-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF MOUNTAIN HOUSE RESCHEDULING THE REGULAR MEETING OF SEPTEMBER 24, 2025, TO SEPTEMBER 25, 2025
WHEREAS, pursuant to Section 2-1-100 of the Mountain House Municipal Code, the City Council holds regular meetings on the second and fourth Wednesday of each month at 7:00 p.m. in the City Council Chambers, located at 251 East Main Street, Mountain House, California; and
WHEREAS, the City Council recognizes the need to modify the regular meeting schedule to avoid conflicts with other scheduled events; and WHEREAS, the regular City Council meeting originally scheduled for Wednesday, September 24, 2025, shall be rescheduled to Thursday, September 25, 2025, at 7:00 p.m. in the City Council Chambers.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Mountain House, California, that the regular City Council meeting originally scheduled for September 24, 2025, shall be rescheduled to Thursday, September 25, 2025, at 7:00 p.m.,
PASSED, APPROVED, and ADOPTED by the City Council of the City of Mountain House, California, at a meeting held on this 27th day of August, 2025, by the following vote AYES:
NOES:
ABSENT:
_______________________________________
ANDY SU, MAYOR
ATTEST:
By: ______________________________
MARGARET WIMBERLY, CITY CLERK
Item 8.6
Mountain House Page 601 of 621
TITLE: Voting Delegate for the 2025 League of California Cities MEETING DATE: August 27, 2025
PREPARED BY: Steven J. Pinkerton, City Manager
RECOMMENDATION
Staff Recommends that the City Council take the following actions:
1. Select one of its members to serve as the Voting Delegate for the 2025 League of California Cities Annual Conference and Expo, and, if desired, select up to two Alternate Voting Delegates.
2. Adopt a Resolution designating the selected Council Member as the Voting Delegate (and alternates, if applicable).
3. Direct the City Clerk to transmit the Resolution and submit the official designation through the Cal Cities online submission portal no later than September 24, 2025.
BACKGROUND
The League of California Cities Annual Conference will be held in Long Beach, California, October 8-10, 2025. During the annual business meeting on Friday, October 10, 2025, at 8:30 a.m. the voting delegates appointed by each member city considers and acts on resolutions that establish League policy.
Each member City has a right to cast one vote on matters pertaining to Cal Cities Policy. Cal Cities requires that each member City designate a voting delegate, the voting delegate must be registered for the conference and must be present at the business meeting.
DISCUSSION
Cal Cities requires each member city to designate a Voting Delegate and may also appoint up to two Alternate Voting Delegates by formal council action. This designation must be submitted no later than September 24, 2025. Following council action, the City Clerk is responsible for completing the online submission form and attesting that the action was taken by the City Council.
The Voting Delegate and alternates must be registered for the conference, either for the full event or for Friday only, and must be present in person at the General Assembly in order to cast the City’s vote. The voting card may only be used by the appointed delegate or alternates, and it cannot be transferred to any other city official. Vice Mayor Tingle and Council Members Disko, Green, and Harrison are each registered for the full conference.
Once Cal Cities distributes the resolutions packet in advance of the Annual Conference, it will be provided to the full City Council for review.
Item 8.7
Mountain House Page 602 of 621
FISCAL IMPACT
There is no fiscal impact associated with this action.
STRATEGIC PLAN
Not applicable.
CEQA
Not applicable.
ACTION FOLLOWING CITY COUNCIL APPROVAL
Following City Council selection of a Voting Delegate, and alternates if any, the City Clerk will notify the League of California Cities.
ATTACHMENTS
A. Voting Delegate Packet
B. Resolution
Item 8.7
Mountain House Page 603 of 621
1400 K Street, Suite 400, Sacramento, CA 95814 • 916.658.8200 • calcities.org
DATE: Wednesday, July 16, 2025
TO: Mayors, Council Members, City Clerks, and City Managers RE: DESIGNATION OF VOTING DELEGATES AND ALTERNATES
League of California Cities Annual Conference and Expo, Oct. 8-10, 2025 Long Beach Convention Center
Every year, the League of California Cities convenes a member-driven General Assembly at the Cal Cities Annual Conference and Expo. The General Assembly is an important opportunity where city officials can directly participate in the development of Cal Cities policy.
Taking place on Oct. 10, the General Assembly is comprised of voting delegates appointed by each member city; every city has one voting delegate. Your appointed voting delegate plays an important role during the General Assembly by representing your city and voting on resolutions.
To cast a vote during the General Assembly, your city must designate a voting delegate and up to two alternate voting delegates, one of whom may vote if the designated voting delegate is unable to serve in that capacity. Voting delegates may either be an elected or appointed official.
Action by Council Required. Consistent with Cal Cities bylaws, a city’s voting delegate and up to two alternates must be designated by the city council. Please note that designating the voting delegate and alternates must be done by city council action and cannot be accomplished by individual action of the mayor or city manager alone.
Following council action, please submit your city’s delegates through the online submission portal by Wed., Sept. 24. When completing the Voting Delegate submission form, you will be asked to attest that council action was taken. You will need to be signed in to your My Cal Cities account when submitting the form.
Submitting your voting delegate form by the deadline will allow us time to establish voting delegate/alternate records prior to the conference and provide pre-conference communications with voting delegates.
Conference Registration Required. The voting delegate and alternates must be registered to attend the conference. They need not register for the entire conference; they may register for Friday only. Conference registration is open on the Cal Cities website.
Council Action Advised by September 24, 2025
Item 8.7
Mountain House Page 604 of 621
For a city to cast a vote, one voter must be present at the General Assembly and in possession of the voting delegate card and voting tool. Voting delegates and alternates need to pick up their conference badges before signing in and picking up the voting delegate card at the voting delegate desk. This will enable them to receive the special sticker on their name badges that will admit the voting delegate into the voting area during the General Assembly.
Please view Cal Cities’ event and meeting policy in advance of the conference.
Transferring Voting Card to Non-Designated Individuals Not Allowed. The voting delegate card may be transferred freely between the voting delegate and alternates, but only between the voting delegate and alternates. If the voting delegate and alternates find themselves unable to attend the General Assembly, they may not transfer the voting card to another city official.
Seating Protocol during General Assembly. At the General Assembly, individuals with a voting card will sit in a designated area. Admission to the voting area will be limited to the individual in possession of the voting card and with a special sticker on their name badge identifying them as a voting delegate.
The voting delegate desk, located in the conference registration area of the Long Beach Convention Center in Long Beach, will be open at the following times: Wednesday, Oct. 8, 8:00 a.m.-6:00 p.m. and Thursday, Oct. 9, 7:30 a.m.-4:00 p.m. On Friday, Oct. 10, the voting delegate desk will be open at the General Assembly, starting at 7:30 a.m., but will be closed during roll calls and voting.
The voting procedures that will be used at the conference are attached to this memo.
Please share these procedures and this memo with your council and especially with the individuals that your council designates as your city’s voting delegate and alternates.
Once again, thank you for submitting your voting delegate and alternates by Wednesday, Sept. 24. If you have questions, please contact Zach Seals at [email protected].
Attachments:
• General Assembly Voting Guidelines
• Information Sheet: Cal Cities Resolutions and the General Assembly Item 8.7
Mountain House Page 605 of 621
1400 K Street, Suite 400, Sacramento, CA 95814 • 916.658.8200 • calcities.org General Assembly Voting Guidelines
1. One City One Vote. Each member city has a right to cast one vote on matters pertaining to Cal Cities policy.
2. Designating a City Voting Representative. Prior to the Cal Cities Annual Conference and Expo, each city council may designate a voting delegate and up to two alternates; these individuals are identified on the voting delegate form provided to the Cal Cities Credentials Committee.
3. Registering with the Credentials Committee. The voting delegate, or alternates, may pick up the city's voting card at the voting delegate desk in the conference registration area. Voting delegates and alternates must sign in at the voting delegate desk. Here they will receive a special sticker on their name badge and thus be admitted to the voting area at the General Assembly.
4. Signing Initiated Resolution Petitions. Only those individuals who are voting delegates (or alternates), and who have picked up their city’s voting card by providing a signature to the credentials committee at the voting delegate desk, may sign petitions to initiate a resolution.
5. Voting. To cast the city's vote, a city official must have in their possession the city's voting card and voting tool; and be registered with the credentials committee. The voting card may be transferred freely between the voting delegate and alternates but may not be transferred to another city official who is neither a voting delegate nor alternate.
6. Voting Area at General Assembly. At the General Assembly, individuals with a voting card will sit in a designated area. Admission to the voting area will be limited to the individual in possession of the voting card and with a special sticker on their name badge identifying them as a voting delegate.
7. Resolving Disputes. In case of dispute, the credentials committee will determine the validity of signatures on petitioned resolutions and the right of a city official to vote at the General Assembly.
Item 8.7
Mountain House Page 606 of 621
Sixty days before the
Annual Conference
and Expo, Cal Cities
members may submit
policy proposals on
issues of importance
to cities. The resolution must
have the concurrence of at least
five additional member cities or
individual members.
How it works: Cal Cities
Resolutions and the General Assembly
General Assembly
General Resolutions Policy Committees
Developing League of California Cities policy is a dynamic process that engages a wide range of members to ensure Cal Cities represents cities with one voice. These policies directly guide Cal Cities’ advocacy to promote local decision-making, and lobby against statewide policies that erode local control.
The resolutions process and General Assembly is one way that city officials can directly participate in the development of Cal Cities policy. If a resolution is approved at the General Assembly, it becomes official Cal Cities policy. Here’s how resolutions and the General Assembly work.
The petitioned
resolution is an
alternate method
to introduce policy
proposals during
the annual conference. The
petition must be signed by
voting delegates from 10% of
member cities, and submitted to
the Cal Cities President at least
24 hours before the beginning
of the General Assembly.
Petitioned Resolutions
The Cal Cities
President assigns
general resolutions
to policy committees
where members
review, debate, and recommend
positions for each policy proposal.
Recommendations are forwarded
to the Resolutions Committee.
Who’s who
The Resolutions Committee
includes representatives
from each Cal Cities
diversity caucus, regional
division, municipal
department, and policy
committee, as well as
individuals appointed by
the Cal Cities president.
Voting delegates
are appointed by each
member city; every city
has one voting delegate.
The General Assembly is a
meeting of the collective
body of all voting
delegates —one from
every member city.
Seven policy committees
meet throughout the year
to review and recommend
positions to take on bills
and regulatory proposals.
Policy committees include
members from each Cal
Cities diversity caucus,
regional division, and
municipal department,
as well as individuals
appointed by the Cal
Cities president.
During the General Assembly, voting delegates
debate and consider general and petitioned
resolutions forwarded by the Resolutions
Committee. Potential Cal Cities bylaws
amendments are also considered at this meeting.
Cal Cities policy
development is a memberinformed process,
grounded in the voices and
experiences of city officials
throughout the state.
For more information visit www.calcities.org/general-assembly Prior to the Annual Conference and Expo
Resolutions Committee
The Resolutions
Committee considers
all resolutions. General
Resolutions approved1 by
either a policy committee
or the Resolutions Committee are next
considered by the General Assembly.
General resolutions not approved, or
referred for further study by both a
policy committee and the Resolutions
Committee do not go to the General
Assembly. All Petitioned Resolutions
are considered by the General
Assembly, unless disqualified.2
During the Annual Conference and Expo
1 The Resolution Committee can amend a general resolution prior to sending it to the General Assembly. 2 Petitioned Resolutions may be disqualified by the Resolutions Committee according to Cal Cities Bylaws Article VI. Sec. 5(f).
Item 8.7
Mountain House Page 607 of 621
RESOLUTION NO. 2025-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF MOUNTAIN HOUSE
DESIGNATING A VOTING DELEGATE AND ALTERNATE(S) FOR THE LEAGUE OF
CALIFORNIA CITIES ANNUAL CONFERENCE AND EXPO
WHEREAS, the League of California Cities (Cal Cities) is an association of California city officials dedicated to protecting local control through unified advocacy; and WHEREAS, Cal Cities convenes its Annual Conference and Expo, which includes a General Assembly of Voting Delegates to debate and adopt policy resolutions affecting California cities; and WHEREAS, each member city has the right to one vote in the General Assembly, which must be cast by a council-appointed Voting Delegate; and
WHEREAS, Cal Cities requires that the Voting Delegate and up to two Alternate Voting Delegates be formally designated by City Council action.
NOW, THEREFORE, BE IT RESOLVED THAT the City Council of the City of Mountain House does hereby designate:
• Voting Delegate: [Name of Council Member]
• Alternate No. 1 (if any): [Name]
• Alternate No. 2 (if any): [Name]
BE IT FURTHER RESOLVED that the City Clerk is directed to transmit this Resolution and complete the official Voting Delegate submission form with Cal Cities no later than September 24, 2025.
PASSED, APPROVED, AND ADOPTED, by the City Council of the City of Mountain House this 27th Day of August, 2025, by the following vote:
Item 8.7
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TITLE: Discussion of Potential Community Storage Program MEETING DATE: August 27, 2025
PREPARED BY: Jodi Almassy, Deputy City Manager
RECOMMENDATION
Staff recommends that the City Council receive and discuss this report regarding the development of a potential Community Storage Program to support community-serving organizations through the use of City-owned storage containers located at the Wastewater Treatment Plant.
BACKGROUND
At the Mayor’s request, through the City Manager’s Office, staff explored the feasibility of a Community Storage Program to support nonprofits and community-serving organizations.
In spring 2025, the City was approached by Village Closet, a nonprofit that provides clothing and donated goods to families in need. Village Closet currently rents two 10’x10’ storage units in Tracy, off Eleventh Street, at a monthly cost exceeding $400. Their request involved the City providing secure storage space on public property to help reduce operating costs and improve service delivery.
This request prompted staff to explore whether a structured program could be developed to offer similar support to a wider range of eligible organizations. Staff’s review included:
• Coordination with Risk Management and the City Attorney. • Evaluation of potential storage sites, including the Wastewater Treatment Plant (WWTP). • Research on nonprofit support models in other cities. • Check-ins with the Mayor and internal staff team to assess options. • Development of a draft framework for a scalable, policy-driven program.
While some cities provide nonprofit support through discounted facility rentals or grant programs, staff found no examples of municipalities offering shared storage space on public property outside of organized sports, like little leagues. This highlights the unique nature of the effort.
DISCUSSION
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The proposed Community Storage Program would use City-owned Conex-style containers, which are steel shipping containers commonly used for secure outdoor storage, placed at a City-controlled site, initially the Wastewater Treatment Plant. These containers would provide secure space for organizations to store materials such as hygiene kits, clothing, pantry inventory, and event supplies.
Potential Program Overview
• PURPOSE: Provide storage support to nonprofits and community-serving groups. • STORAGE TYPE: 40-foot, weatherproof containers owned and maintained by the City (approx. 2,400 cubic feet each).
• ELIGIBLE USES: Hygiene kits, clothing and school supplies, pantry inventory, and outreach/event materials.
• LOCATION: Wastewater Treatment Plant, accessible to authorized users during operating hours (7 a.m. to 5 p.m.).
• POLICY FRAMEWORK: A Community Storage Rental Policies Handbook will be drafted, modeled on the City’s Community Rooms Rental Policies.
• AGREEMENTS: Participants will be required to execute agreements with the City and maintain minimum standards for insurance, access, and use.
Eligibility Options
Council direction will be needed to refine eligibility. While this outline allows participation by nonprofits, community-based groups, and vendors, eligibility could be limited to nonprofits only. Priority status would be given to groups serving Mountain House residents, with a requirement that at least 75% of members or participants reside within the 95391 zip code.
Implementation
A Notice of Partnering Availability would be issued to solicit interest, outline requirements, and describe the application process. Staff would evaluate applications based on community impact, alignment with program goals, and organizational readiness.
Potential Concerns
• Insurance and compliance requirements may offset savings for smaller nonprofits. • Limited site access hours may reduce usability for some groups.
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• Ongoing staff oversight will be needed for application processing, contract management, and site monitoring.
• No guarantee of sufficient participation to ensure full capacity. • The program operates outside the City’s core service responsibilities, requiring careful evaluation of the appropriate role of municipal government in providing subsidized storage. • Some nonprofits may be newly established or have limited operating histories, creating uncertainty about long-term demand and the stability of tenants for a program that requires upfront investment.
FISCAL IMPACT
This item is for informational purposes only; there is no immediate fiscal impact. Should Council wish to proceed, a more detailed fiscal plan would be presented alongside the draft program policies.
Comparable Private Market Costs
• Comparable private storage rates in Tracy and Lathrop range from $240 to $315 per month for units closest in size to a 40-foot container.
• A City-provided program, discounted by approximately 25%, would equate to roughly $200/month per container for nonprofit use.
Estimated Program Start-up Costs – Four (4) Containers
Cost Component Amount
4 Containers + Delivery $12,000
Site Improvements (5,000 SF reinforced slab, prep, aggregate) $80,000 Solar-Powered Lighting (2 units) $6,000
Total Estimated Start-Up $98,000
Potential Revenue – Four (4) Containers
• $200/month per container × 4 containers = $800/month
• Annual revenue = $9,600/year
Approximate Payback Period
• $98,000 ÷ $9,600/year = approximately 10 years
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STRATEGIC PLAN
This program could potentially align with the City Council’s adopted Strategic Plan by enhancing Community Engagement, specifically through supporting organizations that deliver direct services to Mountain House residents.
CEQA
Not applicable.
ACTION FOLLOWING CITY COUNCIL APPROVAL
This is a discussion item. No action is required at this time.
ATTACHMENTS
None
Item 9.1
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TITLE: City Manager’s Update
MEETING DATE: August 27, 2025
PREPARED BY: Steven J. Pinkerton, City Manager
COUNCIL/COMMUNITY CONCERNS AND CITY RESPONSE
To ensure transparency and community engagement, staff provide responses to public comments and concerns raised during City meetings or through communication channels. We address key issues and provide updates or next steps. More details about follow-ups can be found at www.mountainhouseca.gov/PublicFollowUp.
Crossing Guard Program
At the August 13 City Council meeting, a resident raised concerns about the clarity of volunteer requirements for the City’s Crossing Guard Program. Current outreach materials list a two-hour daily commitment, while actual shifts average about 30–45 minutes, once or twice per week. Staff will revise the website and FAQs to reflect the accurate time commitment and will add clear fingerprinting instructions for new volunteers. This change should make the program more accessible and help recruit additional participants.
Staff Response: Staff has updated the Crossing Guard Program webpage and FAQs to reflect the correct volunteer time commitment of 30–45 minutes per shift, once or twice per week. Fingerprinting instructions have also been added to make the process clear for new volunteers.
DEPARTMENT UPDATES:
Communications
This month, our communications department worked closely with the Utility Billing division to create a new Utility Billing FAQ page, making it easier for residents to find answers and reducing confusion. We also continued cleaning up and reorganizing many of our web pages, ensuring information is easier to find and that we remain transparent in our communication.
A major milestone is also underway with the City’s new website. We are officially transitioning from Granicus to CivicPlus. As we move into the migration phase, website content will be frozen to allow for a smooth transfer.
A preview of the new CivicPlus design will be shared at the Website Reveal on August 27, giving Council and staff the opportunity to see the updated layout and features before launch. The new website is on track to go live at the beginning of December.
Planning is moving forward for the “It Takes a Village” Community Forums, with the first Forum scheduled for October 2. Our team also completed Emergency Operations Center (EOC) Management and Operations training to enhance our preparedness and response capabilities.
We officially launched the City of Mountain House Branding and Style Guide, which will help maintain a consistent look and feel across all City materials. In addition, we tested a new software platform for our digital newsletters, which boosted our reader open rate from 30% to an impressive 52%.
Item 9.2
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DISCUSSION ITEM 9.2
2 Human Resources
The City is currently recruiting for the positions of Recreation Coordinator, Customer Service Supervisor, and Intern. Recently filled positions include Construction Manager, Engineer II and Recreation Leader.
Regional Government Solutions (RGS) continues to work on the total classification and compensation study.
They are currently meeting individually with staff who have requested one-on-one meetings to discuss their job description. Staff anticipates that the study will be completed in October.
Staff continues to prepare for open enrollment in October/November (dependent upon when rates are available) with an effective date of January 2026.
Finance
Staff is working on year-end closing with an anticipated completion of the annual audit in November. The conversion to the new utility billing system continues.
Public Parks, Facilities, and Recreation Programming:
Special Events:
Music in the Park – The powerhouse 8-piece band “Apple Z” lit up the stage on Saturday, August 16, at Central Community Park, performing from 7:00 to 9:30 p.m. The lively concert drew a crowd of residents who danced along to the music and enjoyed a festive evening. Attendees also shopped from a variety of local retail vendors and grabbed bites to eat from food stands set up along Providence Street, adding to the vibrant, community-focused atmosphere.
Central Park Cinema - Central Community Park was transformed into an open-air theater on Friday, August 8, for a special screening of Wild Robot (Rated PG), proudly sponsored by Rank Investigations and Protection Inc. Nearly 500 residents of all ages gathered with chairs, blankets, and snacks to enjoy the movie under the stars. The event featured FREE popcorn while supplies lasted, adding to the fun, family-friendly atmosphere. Several lucky families also enjoyed the exclusive “Front Row” experience, which included premium seating, popcorn, sodas, and a snack bucket—a perfect way to elevate movie night in the park.
National Night Out - Mountain House participated in the 42nd National Night Out, Tuesday, August 5th from 5:00 to 8:00 p.m. at Central Community Park. National Night Out is an annual community-building campaign that promotes police-community partnerships and neighborhood camaraderie to make our neighborhoods safer, more caring places to live. Nearly 1,400 residents met local law enforcement such as their hometown security, RANK Protection and Investigation, the Mountain House Neighborhood Watch, the San Joaquin County Sheriff’s Department, California Highway Patrol, Mountain House Fire Department, AMR Ambulance Service and a REACH Helicopter. Families were offered free hot dogs from the Fire Department.
Prime Time Seniors:
Prime Time Senior Events - The Prime Time Seniors gathered for a fun, creative and patriotic morning at the Unity Center, Monday, July 17, and made American flags using recycled wine corks. Seniors turned simple materials into patriotic masterpieces. And they enjoyed creating their own watercolor artwork on Thursday, August 7 immediately following the Yoga class. The Prime Time Seniors program Item 9.2
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DISCUSSION ITEM 9.2
3 has consolidated their classes and programs to Thursdays so attract a large audience and so seniors can take advantage of the free yoga classes and partake in the “Art Studio” and “Brain Buster” activities.
Senior Health and Wellness Expo – Prime Time Seniors will be celebrating “Senior Healthy Aging Month” this September with a free event designed for seniors, their families, and caregivers, Saturday, September 27, from 10:00 a.m. to 1:00 p.m. in Central Community Park. Event Highlights will include a heart healthy walk around Central Park, healthy aging vendors, fitness demonstrations and inspiring guest speakers. This event is proudly sponsored by a $5,000 grant from Kaiser Permanente. The expo is a great way to connect with community resources, enjoy engaging activities, and support healthy aging. Stay tuned for more details!
Tennis Court Reservations:
The Tennis Court Reservations by Month section below provides a breakdown of tennis court reservation revenue for Mountain House High School (MHHS) and Central Park in the past twelve months. This comparison is listed month by month and highlights any increases or decreases in revenue for each location. Revenues are up 21% from this time last year. Rentals decreased during the month of July due to a large class program being cancelled for several weeks.
Monthly Tennis Court Reservation Revenues
Month MHHS Central
Park
Month MHHS Central
Park
%
Change
July 2025 $376.00 $1,180.50 July 2024 $103.50 $2,610.00 (43%) June 2025 $520.00 $3,552.00 June 2024 $426.00 $3,078.00 16% May 2025 $344.00 $4,147.50 May 2024 $394.50 $3,175.50 (22%) April 2025 $464.00 $4,122.00 April 2024 $469.50 $2,896.50 (2%) March 2025 $372.00 $3,668.00 March 2024 $489.00 $2,887.50 37% February 2025 $636.00 $3,624.00 February 2024 $403.50 $2,776.50 18% January 2025 $408.00 $4,328.00 January 2024 $261.00 $2,232.00 100% December 2024 $300.00 $3,152.00 December 2023 $315.00 $1,410.00 90% November 2024 $284.00 $3,924.00 November 2023 $243.00 $3,315.00 34% October 2024 $576.00 $5,116.00 October 2023 $543.00 $3,616.50 20% September 2024 $565.00 $3,562.00 September 2023 $583.50 $3,628.50 36% August 2024 $225.00 $2,889.00 August 2023 $652.50 $3,333.00 26% Total $5,070.00 $43,147.500 $4,884.00 $34,959.00 21%
Facility Usage:
Indoor Facility Use – Indoor facility usage at the Firehouse Community Room, Town Hall rooms and Unity Center for the month of July. Bookings may include internal bookings for City-sponsored activities.
Location Facility # of Bookings Total Revenue
Firehouse Community Room 1 $35.00
Town Hall Boardroom 6 $2,124.50
Town Hall TH-1 1 $183.00
Item 9.2
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DISCUSSION ITEM 9.2
4 Town Hall Town Hall Main Lobby 3 $87.50
Unity Center Unity Center A/B 1 $653.00
TOTAL 12 $3,083.00
Park Use – Park usage includes rentals for sporting leagues and private use of Altamont Village Park, Central Community Park, Cordes Village Park, Hansen Village Park, and Wicklund Village Park for the month of July. Bookings may include internal bookings for City-sponsored activities.
Location Facility # of Bookings Total Revenue
Altamont Village Park Baseball Diamond 4 $280.00
Altamont Village Park Field A 22 $775.00
Bethany Village Park Field A 19 $475.00
Central Community Park Field A 3 $0.00
Central Community Park Field D - Cricket Pitch ONLY 3 $360.00 Cordes Village Park Field C 14 $585.00
Cordes Village Park Field D1 4 $280.00
Cordes Village Park Field D2 14 $350.00
Cordes Village Park Field D3 14 $350.00
Cordes Village Park Field D4 14 $350.00
Cordes Village Park Softball Diamond 3 $715.00
Hansen Village Park Softball Diamond 7 $870.00
TOTAL 121 $5,390.00
Picnic Use – Picnic usage includes rentals for private use of Central Community Park, Cordes Village Park, Hansen Village Park, and Wicklund Village Park for the month of July.
Location Facility # of Bookings Total Revenue
Central Community Park
Picnic Area A - Interactive Water
Fountain 3 $496.00
Central Community Park Picnic Area B - Basketball Court 1 $130.00 TOTAL 4 $626.00
Utilities
The Raw Water Pond project is officially underway. The pond, designed to hold approximately 25–30 acre-feet of water, will provide important storage and operational flexibility for the City. Carollo Engineers has mobilized on the project and conducted a kickoff field meeting in July with City staff and Mountain House Developers.
Design work is progressing on schedule. A coordination meeting is planned for August 27 to align on design concepts, followed by a project meeting on October 8. Carollo will then prepare a technical memo and deliver a 10% design package by mid-November. CBG will support the effort with civil design work including grading, roads, and fencing. This milestone marks another step forward in strengthening Mountain House’s long-term water supply infrastructure.
Item 9.2
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DISCUSSION ITEM 9.2
5 Crime Prevention and Neighborhood Watch Activities
Our public safety team is continuing to strengthen community partnerships through Crime Prevention and Neighborhood Watch activities. Staff is updating literature and handouts for Neighborhood Watch, Business Watch, and general crime prevention to provide residents and businesses with current, easy-to-use resources.
Staff has also been active in the Bethany neighborhood, speaking with residents about conducting Home Security Assessments and offering tips on how to better protect their homes. Planning is also underway for the next Coffee with a Cop event, which is anticipated for late September or early October, offering residents an informal opportunity to connect with law enforcement and discuss community safety.
ATTACHMENTS:
None.
Item 9.2
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2025 Long Range Calendar Page 1 of 4
Wednesday, August 27, 2025 - Regular City Council Meeting Board Chambers at 7:00 p.m.
ITEM
Closed Session 5:30 PM
Dept of Water Resources informational CBP presentation to City Council Designate Voting Delegate for the 2025 League Conference Grand Jury Response Letter
Change date for Mtg of September 24th
Award contract - Government Relations and Lobbying Services (from RFP) Aquifer Storage and Recovery Well Design, Grant, and Construction Engineering Services Award Contract - WTP Carbon Replacement Program
City Hall Tenant Improvements
French Camp Fire Agreement
Thursday, August 28, 2025 - SJCOG Board of Directors
555 E. Weber Avenue, Stockton, CA 95202 at 4:00 p.m.
Tuesday, September 9, 2025 - YAC
Board Chambers at 7:00 p.m.
Wednesday September 10, 2025 - Valley Link Board Meeting Board Chambers at 2:00 p.m.
Wednesday, September 10, 2025 - Regular City Council Meeting Board Chambers at 7:00 p.m.
ITEM
Tree Replacement/Sidewalk Repair Program
Fire Station Communication Antenna
1st Reading ordinance for oversized vehicles
MHGIS Project
Cross Connection Control Policy Handbook Ordinance
GoRequest update discussion
Bear Electrical Solutions Contract Amendment
Housing Element Update
Saturday, September 20, 2025 - City Event - Music in the Park Cultural Celebration Time: 3:00 PM - 9:00 PM - Central Community Park - Cultural Celebration - Maya Wednesday, September 24, 2025 - Regular City Council Meeting Board Chambers at 7:00 p.m.
ITEM
Pickleball Courts
Security Camera Master Plan
Development Code Update
Item 10.1
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2025 Long Range Calendar Page 2 of 4
Thursday, September 25, 2025 - SJCOG Board of Directors 555 E. Weber Avenue, Stockton, CA 95202 at 4:00 p.m.
Saturday, September 27, 2025 - City Event - Senior Health & Wellness Expo 10:00 AM - 1:00 PM - Central Community Park
Thursday, October 2, 2025 - City Event - It Takes a Village: Community Forum TENTATIVE 7:00 PM - Board Chambers - Subject: General Plan Wednesday, October 8, 2025 - Cancelled
Board Chambers at 7:00 p.m.
ITEM
Wednesday, October 8 to Friday October 10th 2025 - Conference League of California Cities - Long Beach
Tuesday, October 14, 2025 - YAC
Board Chambers at 7:00 p.m.
Thursday, October 16, 2025 - State of the County
10:00 AM Exhibition/12:00 PM Presentation Faye Spanos Auditorium, UOP Wednesday, October 22, 2025 - Regular City Council Meeting Board Chambers at 7:00 p.m.
ITEM
Closed Session 5:30 PM
Utility Rates - Prop 218 Update
Unmet Transit Needs Study
Strategic Plan Update
Sponsorship Policy
2025 State of the City Update
Thursday, October 23, 2025 - SJCOG Board of Directors
555 E. Weber Avenue, Stockton, CA 95202 at 4:00 p.m.
Friday, October 31, 2025 - City Event - Spooky Safety Stroll 2:00 p.m. - 5:00 p.m. - Town Hall Lobby
Thursday, November 6, 2025 - City Event - It Takes a Village: Community Forum TENTATIVE 7:00 PM - Board Chambers - Subject: Water Rates Item 10.1
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2025 Long Range Calendar Page 3 of 4
Saturday, November 8, 2025 - City Event - Veteran's Day Luncheon 11:00 a.m. - 2:00 p.m. - Town Hall Lobby
Wednesday, November 12, 2025 - Regular City Council Meeting Board Chambers at 7:00 p.m.
ITEM
Wednesday, November 26, 2025 - Holiday No Meeting Scheduled Board Chambers at 7:00 p.m.
Thursday, November 27, 2025 - SJCOG Board of Directors
555 E. Weber Avenue, Stockton, CA 95202 at 4:00 p.m.
Saturday, December 6, 2025 - City Event - Light Up Main Street & Tree Lighting 6:00 p.m. - 9:00 p.m. - Main Street/Central Community Park Tuesday, December 9, 2025 - YAC
Board Chambers at 7:00 p.m.
Wednesday December 10, 2025 - Valley Link Board Meeting Board Chambers at 7:00 p.m.
Wednesday, December 10, 2025 - Regular City Council Meeting Board Chambers at 7:00 p.m.
ITEM
AB 1600 Report - City
Set Council Meetings for 2026
ACFR - City
Saturday, December 13, 2025 - City Event - Breakfast with Santa 8:00 a.m. - 12:00 p.m. - Unity Center
Item 10.1
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2025 Long Range Calendar Page 4 of 4
Wednesday, December 24, 2025 - Holiday No Meeting Scheduled Board Chambers at 7:00 p.m.
Item 10.1
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