Loading...
HomeMy WebLinkAboutContracts & Agreements_11-2000_CCv0001.pdf lndf Lower""""'- -I" .f.jacquez A Pangin:> shy, \p e r?f>'"itz;fel Tt ekUrif't=. James A4.Copeland Hon.MVillialn Dt3tA3E T-4 Zyr.ie€te R,Jacquet lean=.Gingras Demo January 31, 2000 Mr. Gary Luebbers City Manager City of Redlands 35 Cajon Street Redlands, CA 92373 Dear Mr. Luebbers We are extremely pleased to have been selected to represent the City of Redlands at the federal level. As outlined in our proposal dated December 27, 1999, Copeland, Lowery & Jacquez will represent the City of Redlands before Congress and the Administration. We will work with you on priority issues identified by the City, including federal funding for priority infrastructure projects and serve as a resource to identify federal grants, report on legislative and regulatory initiatives, attend briefings and Congressional hearings, and provide analyses. We will commun;ca to the Cit a s ;+ re is an con t C s d erns to the relevant Administration and Hill offices. Pursuant to our proposal, the terms of our relationship are as follows. Copeland, Lowery & Jacquez will maintain a relationship with the City of Redlands and will coordinate our day to day activities with the City through the City Manager, the Mayor, or your designee. The relationship will begin as of February 1, 2000, and continue through December 31, 2000. This arrangement would be subject to review at the end of this time frame to determine if adjustments are warranted. Either party upon 60 days written notice could terminate the contract. Copeland, Lowery & Jacquez will Copeland Lowe,,fFy'41cquez V>= provide periodic progress reports and submit billing summaries on a monthly basis. In return for the services outlined above, Copeland, Lowery & Jacquez would receive a monthly amount of$2,500. Reimbursements for expenses such as local transportation, messenger service, telephone, and pre- authorized travel would be provided upon submission of itemized invoices. If the foregoing terms and conditions accurately reflect your understanding of the relationship, please sign where indicated and return a copy to us. Again, we are very pleased to have been selected to represent the City of Redlands. Sincerely, Jer 5 ock Bill Lowery 1, the undersigned, as a duly authorized agent of the City of Redlands, do hereby agree to the terms and conditions outlined above. Z -January 18, 2000- ------------------------- -------------------- Name Pat Gilbreath, Mayor Date ATTEST: CityClerk Copeland Lower, que-. Partnershii `Pei€Lit'-;Tlg ar oter menr ReL tiOns fames M.Copdand Hon.William D.LA-tve-y z. sae to a Jacquez December 27, 1999 Lean Virg ra::Denton of rey S.Sho trey Mr. Gary Luebbers City Manager City of Redlands 3 5 Cajon Street Redlands, CA 92373 Dear Mr. Luebbers: PROPOSAL TO PROVIDE WASHINGTON REPRESENTATION SERVICES TO THE CITY OF REDLANDS Copeland,Lowery and Jacquez is pleased to have the opportunity to submit the following proposal to provide Washington representation services to the City of Redlands. We are extremely interested in the possibility of representing the City of Redlands and believe our expertise could ensure that the City's interests are broadly and effectively protected and advanced at the federal level. FIRM BACKGROUND Copeland, Lowery& Jacquez is a partnership registered to do business in Washington, DC as a firm specializing in federal government relations. As the attached firm personnel biographies indicate,the principles of the firm combined have over 75 years experience working in the Administration, in Congress, and in private government relations practice. After several years of working together at larger firms, Jim Copeland and Lynn Jacquez established their own firm in March of 1992. The third name partner, Bill Lowery, a former Member of Congress and City Council member and Deputy Mayor of San Diego, joined the firm in January of 1993. The fourth partner, Jean Denton, a senior associate at the firm since 1993 and former Congressional staff member, became partner in April of 1999. The newest partner. Jeff Shockey,joined the firm in May after serving as legislative Director to Congressman Jerry Lewis. The firm also has associates, Merrill Wegner and Elizabeth McGlynn. In addition the firm has three legislative support Copeland Lowe f?�k quez- assistants, Peter Larson, Linda Hansen, and Patricia Daley, all of whom have had experience in positions with Congressional offices, Federal agencies, or private government relations firms. The firm has a minority-hiring program and,has two women partners, Lynn Jacquez and Jean Denton who share ownership of the business. The firm's practice revolves around individualized client service and teamwork. Each member of the firm takes a hands-on approach with every client and all of the firm's resources are placed at the disposal of each client. Therefore a client can rely upon the bi- partisan, multi-faceted substantive experience of each particular firm member. The firm is widely noted as being particularly experienced in issues related to California in that over 60% of its clients are California-based. The firm has been profiled in both the National Journal and the Los An4eles Times. PROPOSED STAFFING OF THE REDLANDS ACCOUNT While all the resources of the firm's personnel are placed at the disposal of each client for the purposes of client contact and accountability, an individual partner is designated as the primary principal for the account. For the representation of the City of Redlands and its interests, the primary partners would be Jeff Shockey and Bill Lowery. Associates Merrill Wegner and Elizabeth McGlynn would assist them on a daily basis. SCOPE OF SERVICES The services discussed in our recent meeting in Redlands are entirely consistent with the scope of services the firm provides to its existing local government clients. We believe the most effective representation of a local government involves arranging the access of local elected officials and department officials at crucial times to key decision-makers at the federal level. We try to create on ongoing dialogue between the local government and its federal counterparts facilitated by our experience and breadth of contacts so that the client is pro-active in the debate of any issue of significant impact. As a matter of course, we provide monthly written reports on activities and developments. However, because many times the development of legislation can be a daily if not hourly occurrence we recommend the scheduling of regular conference calls to bring interested parties up to date on recent developments. �Ve have found this to be a very effective way of filling the information gap between those individuals most directly involved in an issue and those who would only receive the monthly report. We distribute an agenda for the calls with discussion topics noted so those who are interested can participate. FIRM EXPERIENCE Copeland, Lowery & Jacquez has extensive experience in the representation of local (Yovernment and local governmental entities. We are success oriented and focus on issues that have the most impact on the bottom line. We also have a deep understanding and appreciation for the burdens placed on local governments in these times of decreasing 1) Copeland Lowe 7, cque7 Federal monetary support. The firm represents the City of San Diego as well as several other California cities and provides a full range of representational services for the Mayor and City Council Members. We also represent Alameda and Merced Counties and provide a full range of services to them. We represent Ventura County in a more targeted scope, focusing only on economic development and military base retention. We have also represented the State of California on base reuse and defense conversion issues. Given the varying demographics and needs of these local government clients, there really is no issue of significance to local governments, particularly those in California,that we have not been involved with. One of the primary tasks we were charged with when retained by Alameda County was to improve the County's federal grant process. We helped develop a County-wide coordination process for the identification of grant opportunities, early notification of funding availability, dissemination of the grant notice and, most importantly,the application follow-up strate.—Y% NVe have a firm-developed system that we tailor to each of our client's needs. An often-overlooked element to our representation of local governments involves appropriations. The appropriations process is one of Copeland. Lowery &Jacquez' strengths. Bill Lowery served as a member of the House Appropriations Committee and partner Jean Denton served as his appropriations legislative aide. Further, Jeff Shockey served as Congressman Lewis' key appropriations staff member. All are well versed in identifying I ying opportunities for specific funding designations in appropriation bills for our local government clients. We also represent several local government entities such as the Bay Area Transit District and the Santa Barbara Metropolitan Transit District focusing on transportation issues. Finally, we represent several major corporate entities including SAIC, Pacific Mutual Insurance, Boeing and AT&T. APPROACH TO REPRESENTATION OF REDLANDS Copeland Lowery& Jacquez owes its success primarily to its abilitN, to work Xvith its clients to develop the most effective strategy given the issues at hand and the existing political landscape. We devote an extensive amount of time with new clients to immerse ourselves in relevant issues and to understand the clients' perspectives. We work hand- in-hand with our clients to devise the most effective strategy for them to achieve their goals. If retained by the suggest City of Redlands, we could gest the following approach: I zl_ • Based on our knowledge of local government interests, develop a list of currently pending legislative initiatives that might impact the City and determine City positions; • Review the Administration's budget request and identify program areas that impact the City; 3 Copeland' Loweg K zque-- • Develop priorities for the FY 01 appropriations process. We suggest identifying general programs of interest but in addition developing three to four"demonstration" projects that could be pursued for the City; • Determine legislative initiatives that the City wants to sponsor and develop an implementation strategy. We strongly recommend a two or three day session of briefings by City Officials in Washington for key Members of Congress and the Administration and staff. These briefings should take place in early spring and should focus on the City's FYOI legislative and appropriation priorities. tn Copeland, Lowery& Jacquez would monitor a]I issues of importance to the City and would develop a federal grant process tailored to the City's needs. We would report on legislative and regulatory initiatives, attend briefings and Congressional hearings and provi - analyses. We would com municate theCity's interests and concerns to the relevant Administration officials and Hill offices. FIRM'S SUCCESSES We believe we have achieved an unprecedented level of success for our local government clients. Detailed below, while not an exhaustive list, are accomplishments the firm was instrumental in achieving: 0 Specific legislative language in the Ryan White AIDS Emergency Assistance Act that allowed Alameda County to qualify a year early for federal emergency assistance; 0 Language directing the Housing and Urban Development Agency to provide $25 million for the replacement of low income housing destroyed in the Loma Prieta earthquake; * Over nine years, in excess of$3)00 million for the Bay Area Transit District; 0 $3.5 million for the construction of a new public health facility in Merced; * Over four years, in excess of$100 million for the ABPA electric vehicle consortia program; 0 $3 million EDA grant for Merced defense conversion; 0 $7 million for the Santa Barbara Transit District: 0 Assisted Alameda County in obtaining the largest lead abatement grant awarded by HUD; * SI.5 million for the City of Oakland's Jobs for the Homeless Consortium; 0 Funding for a major crime prevention project in Alameda: * Represented Ventura County in successful effort to avoid closure of major Navy facility. * During a five year period, over $30 million earmark for Defense Conversion Center at San Diego State University, * Funding for multiple species conservation efforts in Southern California; * $7.3 million for access roads at the new UC Merced campus- * Helped secure over$100 million in highway transportation funding, including SR 905, for the San Diego Region in the recent transportation reauthorization-, 4 Copeland Lowe cquez * Protected$15 million for the San Diego Federal Court House; * $550,000 for a Water Resources Institute at California State University, San Bernardino; 0 $2 million for Seismic Retrofit projects at California State University, San Bernardino; 0 $1 million water project for the Hi-Desert Water District, 0 $100,000 for road improvements in the City of Loma Linda. CLIENTELE Attached is a current list of clients. ATTACHMENTS We have attached a firm personnel biography; an annual activity report for the City of San Diego, a bi-monthly activity report for the City of San Diego, and a monthly report for the Alameda County. EXPERIENCE IN SPECIFIC AREAS • Economic Development The firm has been very successful in identifying funding opportunities for Z�' economic development activities. We work with the Commerce Department, Transportation Department, Housing and Urban Development and Department of Defense to seek specific opportunities for our local and state government clients. In We have secured Economic Development Administration ,-,.,rants for our clients and have become expert in ferreting out sources of money that can be used for economic development. We worked for Merced County (Castle Air Force Base), and are working on behalf of City of San Diego (Naval Training Center) and Alameda County (closed Naval facilities) to secure funding and federal policies to promote economic development. • Public Safe4-, We were very active in the Processing of the recent crime bill and helped five cities in Alameda County obtain funding. We have also been actively involved on behalf of the Probation Departments in identifying funding for alternative sentencing programs and juvenile programs. • Housing- We ousingWe have been very active in the reform of the McKinney Act programs and housing reauthorization. We worked with our Congressional delegation to obtain language benefiting Alameda County in the housing reform bill. We are currently working on behalf of the City of San Diego to reform federal law pertaining to residential care facilities. We also have a proven track record with regard to 5 C opeland Loxve r cquezzl developing successful strategies for our clients to obtain Economic Development Initiative earmarks. • Water Quality We have been active in the reauthorization of the Clean Water and Safe Drinking Water Acts. Working with congressional members and staff we were successful in obtaining language in both bills protecting our clients interests. In addition, we worked to ensure House passage of critical sewage legislation for the City of San Diego. We were also successful in obtaining federal funding for the City's reclamation program. • Open YpacelRecreation We have monitored developments in this area for our local government clients and were successful in obtaining legislation governing the conveyance of park land to Merced County. • Tranyportation As noted above, a large portion of our practice involves transportation issues. We have had a high level of success in both working the transportation appropriations process as well as the various transportation agencies to obtain funding for our transit clients, and for CALSTART/WestStart, a non-profit consortium involved in advanced transportation technologies. REFERENCES • James Appleton, President, University of Redlands, 1200 East Colton Avenue, Redlands, CA 92')731 (909) 335-0844. • Keith Carson, Supervisor, Alameda County, 1221 Oak Street, Suite 536, Oakland, CA 94612 (510) 272-6695. • Stuart Wells, Director, Department of Intergovernmental Relations, City of San Diego, City Administration Bldg, 202 C Street, San Diego, CA 92101 (619) 533-3990 • Clifford Young, Assistant to the President. CSU San Bernardino, 5500 University Parkway, San Bernardino, CA 92407 (909) 880-7437 FEE PROPOSAL Copeland, Lowery & Jacquez provides a broad range of services to its clients. We work on a monthly retainer basis and the level of the retainer is determined by the estimated amount of time necessary to achieve the stated objectives. Retainers from our existing local government clients range from $210001/month to $22,000/month. In order to devote the amount of time necessary to accomplish the scope of services outlined in our recent meeting, we would propose a monthly retainer of$21500. CI_&J would be reimbursed for 6 C_'opeland Lowe cquez pre-approved travel and expenses. This arrangement would begin on January 1, 2000, and conclude on December ')1. 2000. This arrangement would be subject to review at the end of this time frame to determine if adjustments are warranted. This contract could be terminated by either party upon 60 days written notice. On behalf of Copeland, Lowery & Jacquez, we want to express our appreciation for being considered to represent the City of Redlands. We would consider it an honor to do so. If you have any questions or need additional information, please do not hesitate to contact US. We look forward to hearing from you soon. Sincerely, Affffo key Bill Lowery CITY OF REDLANDS ATTEST: ..i, Pat Gilbreath, Mayor Lorrie/ oyze y Clerk DATE: January 18, 2000 7