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HomeMy WebLinkAbout_ Contract - Prince Global Solutions, LLC - 2025461 Professional Services – Non Design 1450836.1 CONSULTANT SERVICES AGREEMENT Non-Design Professionals] THIS AGREEMENT (the "Agreement") is made as of June 17, 2025 by and between the City of Diamond Bar, a municipal corporation ("City") and Prince Global Solutions, LLC, a California limited liability company ("Consultant"). 1. Consultant's Services. Subject to the terms and conditions set forth in this Agreement Consultant shall provide to the reasonable satisfaction of the City the Federal Advocacy Services set forth in the attached Exhibit "A", which is incorporated herein by this reference. As a material inducement to the City to enter into this Agreement, Consultant represents and warrants that it has thoroughly investigated the work and fully understands the difficulties and restrictions in performing the work. Consultant represents that it is fully qualified to perform such consulting services by virtue of its experience and the training, education and expertise of its principals and employees. David G. Liu, Public Works Director/City Engineer (herein referred to as the City’s Project Manager”), shall be the person to whom the Consultant will report for the performance of services hereunder. It is understood that Consultant shall coordinate its services hereunder with the City’s Project Manager to the extent required by the City’s Project Manager, and that all performances required hereunder by Consultant shall be performed to the satisfaction of the City’s Project Manager and the City Manager 2. Term of Agreement. This Agreement shall take effect July 1, 2025, and shall continue until June 30, 2026 ("Term"), unless earlier terminated pursuant to the provisions herein. 3. Compensation. A. City agrees to compensate Consultant for services which Consultant performs to the satisfaction of the City in compliance with the scope of services set forth in Exhibit “A”. B. The City shall pay Consultant a retainer in monthly increments of Four Thousand Dollars and Zero Cents ($4,000.00). C. Total payment to Consultant pursuant to this Agreement shall not exceed Fifty Thousand Five Hundred Dollars and Zero Cents ($50,500.00) without prior written consent of the City. This amount shall include all costs, including, but not limited to, all clerical, administrative, overhead, telephone, travel, and all related expenses. D. Notwithstanding the above, if the City requests Consultant to travel, Consultant shall, upon submission of receipts evidencing the costs incurred, be paid for necessary and reasonable travel expenses in an amount not to exceed Two Thousand Five Hundred Dollars and Zero Cents ($2,500.00). Docusign Envelope ID: DF545471-DC03-42AF-BFCD-0ACDF5882B4F 2 Professional Services – Non Design 1450836.1 4. Payment. A. Consultant shall submit to City an invoice for the services completed, authorized expenses and authorized extra work actually performed or incurred. B. All such invoices shall state the basis for the amount invoiced, including services completed, the number of hours spent and any extra work performed. C. Payment will be made only after submission of proper invoices. D. City will pay Consultant the amount properly invoiced within 30 days of receipt, which sum shall be paid within 30 days of completion of the work. E. Payment shall constitute payment in full for all services, authorized costs and authorized extra work covered by that invoice. 5. Change Orders. No payment for extra services caused by a change in the scope or complexity of work, or for any other reason, shall be made unless and until such extra services and a price therefore have been previously authorized in writing and approved by the City Manager or his designee as an amendment to this Agreement. The amendment shall set forth the changes of work, extension of time , if any, and adjustment of the fee to be paid by City to Consultant. 6. Priority of Documents. In the event of any inconsistency between the provisions of this Agreement and any attached exhibits, the provisions of this Agreement shall control. 7. Status as Independent Contractor. A. Consultant is, and shall at all times remain as to City, a wholly independent contractor. Consultant shall have no power to incur any debt, obligation, or liability on behalf of City or otherwise act on behalf of City as an agent , except as specifically provided herein. Neither City nor any of its agents shall have control over the conduct of Consultant or any of Consultant's employees, except as set forth in this Agreement. Consultant shall not, at any time, or in any manner, represent that it or any of its agents or employees are in any manner employees of City. B. Consultant agrees to pay all required taxes on amounts paid to Consultant under this Agreement, and to indemnify and hold City harmless from any and all taxes, assessments, penalties, and interest asserted against City by reason of the independent contractor relationship created by this Agreement. In the event that City is audited by any Federal or State agency regarding the independent contractor status of Consultant and the audit in any way fails to sustain the validity of a wholly independent contractor relationship between City and Consultant, then Consultant agrees to reimburse City for all costs, including accounting and attorney's fees, arising out of such audit and any appeals relating thereto. Docusign Envelope ID: DF545471-DC03-42AF-BFCD-0ACDF5882B4F 3 Professional Services – Non Design 1450836.1 C. Consultant shall fully comply with Workers' Compensation laws regarding Consultant and Consultant's employees. Consultant further agrees to indemnify and hold City harmless from any failure of Consultant to comply with applicable Worker's Compensation laws. D. Consultant shall, at Consultant’s sole cost and expense fully secure and comply with all federal, state and local governmental permit or licensing requirements, including but not limited to the City of Diamond Bar, South Coast Air Quality Management District, and California Air Resources Board. E. In addition to any other remedies it may have, City shall have the right to offset against the amount of any fees due to Consultant under this Agreement any amount due to City from Consultant as a result of Consultant's failure to promptly pay to City any reimbursement or indemnification required by this Agreement or for any amount or penalty levied against the City for Consultant’s failure to comply with this Section. 8. Standard of Performance. Consultant shall perform all work at the standard of care and skill ordinarily exercised by members of the profession under similar conditions and represents that it and any subcontractors it may engage, possess any and all licenses which are required to perform the work contemplated by this Agreement and shall maintain all appropriate licenses during the performance of the work. 9. Indemnification. Consultant shall indemnify, defend with counsel approved by City, and hold harmless City, its officers, officials, employees and volunteers ("Indemnitees") from and against all liability, loss, damage, expense, cost (including without limitation reasonable attorneys' fees, expert fees and all other costs and fees of litigation) of every nature arising out of or in connection with: 1) Any and all claims under Workers’ Compensation Act and other employee benefit acts with respect to Consultant’s employees or Consultant’s contractor’s employees arising out of Consultant’s work under this Agreement; and 2) Any and all claims arising out of Consultant's performance of work hereunder or its failure to comply with any of its obligations contained in this Agreement, regardless of City’s passive negligence, but excepting such loss or damage which is caused by the sole active negligence or willful misconduct of the City. Should City in its sole discretion find Consultant’s legal counsel unacceptable, then Consultant shall reimburse the City its costs of defense, including without limitation reasonable attorneys' fees, expert fees and all other costs and fees of litigation. The Consultant shall promptly pay any final judgment rendered against the Indemnitees. It is expressly understood and agreed that Docusign Envelope ID: DF545471-DC03-42AF-BFCD-0ACDF5882B4F 4 Professional Services – Non Design 1450836.1 the foregoing provisions are intended to be as broad and inclusive as is permitted by the law of the State of California and will survive termination of this Agreement. Except for the Indemnitees, this Agreement shall not be construed to extend to any third party indemnification rights of any kind. 3) The Consultant's obligations to indemnify, defend and hold harmless the City shall survive termination of this Agreement. 10. Insurance. A. Consultant shall at all times during the term of this Agreement carry, maintain, and keep in full force and effect, with an insurance company authorized to do business in the State of California and approved by the City the following insurance: 1) a policy or policies of broad-form comprehensive general liability insurance written on an occurrence basis with minimum limits of $1,000,000.00 combined single limit coverage against any injury, death, loss or damage as a result of wrongful or negligent acts by Consultant, its officers, employees, agents, and independent contractors in performance of services under this Agreement; 2) property damage insurance with a minimum limit of $500,000.00 per occurrence; 3) automotive liability insurance written on an occurrence basis covering all owned, non-owned and hired automobiles, with minimum combined single limits coverage of $1,000,000.00; and 4) Worker's Compensation insurance when required by law, with a minimum limit of $500,000.00 or the amount required by law, whichever is greater. B. The City, its officers, employees, agents, and volunteers shall be named as additional insureds on the policies as to comprehensive general liability, property damage, and automotive liability. The policies as to comprehensive general liability, property damage, and automobile liability shall provide that they are primary, and that any insurance maintained by the City shall be excess insurance only . C. All insurance policies shall provide that the insurance coverage shall not be non-renewed, canceled, reduced, or otherwise modified (except through the addition of additional insureds to the policy) by the insurance carrier without the insurance carrier giving City at least ten (10) days prior written notice thereof. Consultant agrees that it will not cancel, reduce or otherwise modify the insurance coverage and in the event of any of the same by the insurer to immediately notify the City. D. All policies of insurance shall cover the obligations of Consultant pursuant to the terms of this Agreement and shall be issued by an insurance company which is Docusign Envelope ID: DF545471-DC03-42AF-BFCD-0ACDF5882B4F 5 Professional Services – Non Design 1450836.1 authorized to do business in the State of California or which is approved in writing by the City; and shall be placed have a current A.M. Best's rating of no less than A -, VII. E. Consultant shall submit to City (1) insurance certificates indicating compliance with the minimum insurance requirements above, and (2) insurance policy endorsements or a copy of the insurance policy evidencing the additional insured requirements in this Agreement, in a form acceptable to the City. F. Self-Insured Retention/Deductibles. All policies required by this Agreement shall allow City, as additional insured, to satisfy the self-insured retention SIR”) and/or deductible of the policy in lieu of the Consultant (as the named insured) should Consultant fail to pay the SIR or deductible requirements. The amount of the SIR or deductible shall be subject to the approval of the City. Consultant understands and agrees that satisfaction of this requirement is an express condition precedent to the effectiveness of this Agreement. Failure by Consultant as primary insured to pay its SIR or deductible constitutes a material breach of this Agreement. Should City pay the SIR or deductible on Consultant’s due to such failure in order to secure defense and indemnification as an additional insured under the policy, City may include such amounts as damages in any action against Consultant for breach of this Agreement in addition to any other damages incurred by City due to the breach. G. Subrogation. With respect to any Workers' Compensation Insurance or Employer's Liability Insurance, the insurer shall waive all rights of subrogation and contribution it may have against the Indemnitees. H. Failure to Maintain Insurance. If Consultant fails to keep the insurance required under this Agreement in full force and effect, City may take out the necessary insurance and any premiums paid, plus 10% administrative overhead, shall be paid by Consultant, which amounts may be deducted from any payments due Consultant. I. Consultant shall include all subcontractors, if any, as insureds under its policies or shall furnish separate certificates and endorsements for each subcontractor to the City for review and approval. All insurance for subcontractors shall be subject to all of the requirements stated herein. 11. Confidentiality. Consultant in the course of its duties may have access to confidential data of City, private individuals, or employees of the City. Consultant covenants that all data, documents, discussion, or other information developed or received by Consultant or provided for performance of this Agreement are deemed confidential and shall not be disclosed by Consultant without written authorization by City. City shall grant such authorization if disclosure is required by law. All City data shall be returned to City upon the termination of this Agreement. Consultant's covenant under this section shall survive the termination of this Agreement. Notwithstanding the foregoing, to the extent Consultant prepares reports of a proprietary nature specifically for and in connection with certain projects, the City shall not, except with Consultant's prior written consent, use the same for other unrelated projects. Docusign Envelope ID: DF545471-DC03-42AF-BFCD-0ACDF5882B4F 6 Professional Services – Non Design 1450836.1 12. Ownership of Materials. Except as specifically provided in this Agreement, all materials provided by Consultant in the performance of this Agreement shall be and remain the property of City without restriction or limitation upon its use or dissemination by City. Consultant may, however, make and retain such copies of said documents and materials as Consultant may desire. 13. Maintenance and Inspection of Records. In accordance with generally accepted accounting principles, Consultant and its subcontractors shall maintain reasonably full and complete books, documents, papers, accounting records, and other information (collectively, the “records”) pertaining to the costs of and completion of services performed under this Agreement. The City and any of their authorized representatives shall have access to and the right to audit and reproduce any of Consultant's records regarding the services provided under this Agreement. Consultant shall maintain all such records for a period of at least three (3) years after termination or completion of this Agreement. Consultant agrees to make available all such records for inspection or audit at its offices during normal business hours and upon three (3) days' notice from the City, and copies thereof shall be furnished if requested. 14. Conflict of Interest. A. Consultant covenants that it presently has no interest and shall not acquire any interest, direct or indirect, which may be affected by the services to be performed by Consultant under this Agreement, or which would conflict in any manner with the performance of its services hereunder. Consultant further covenants that, in performance of this Agreement, no person having any such interest shall be employed by it. Furthermore, Consultant shall avoid the appearance of having any interest which would conflict in any manner with the performance of its services pursuant to this Agreement. B. Consultant covenants not to give or receive any compensation, monetary or otherwise, to or from the ultimate vendor(s) of hardware or software to City as a result of the performance of this Agreement. Consultant's covenant under this section shall survive the termination of this Agreement. 15. Termination. The City may terminate this Agreement with or without cause upon fifteen (15) days' written notice to Consultant. The effective date of termination shall be upon the date specified in the notice of termination, or, in the event no date is specified, upon the fifteenth (15th) day following delivery of the notice. In the event of such termination, City agrees to pay Consultant for services satisfactorily rendered prior to the effective date of termination. Immediately upon receiving written notice of termination, Consultant shall discontinue performing services, unless the notice provides otherwise, except those services reasonably necessary to effectuate the termination. The City shall be not liable for any claim of lost profits. 16. Personnel/Designated Person. Consultant represents that it has, or will secure at its own expense, all personnel required to perform the services under this Agreement. All of the services required under this Agreement will be performed by Docusign Envelope ID: DF545471-DC03-42AF-BFCD-0ACDF5882B4F 7 Professional Services – Non Design 1450836.1 Consultant or under it supervision, and all personnel engaged in the work shall be qualified to perform such services. 17. Non-Discrimination and Equal Employment Opportunity. A. Consultant shall not discriminate as to race, color, creed, religion, sex, marital status, national origin, ancestry, age, physical or mental handicap, medical condition, or sexual orientation, in the performance of its services and duties pursuant to this Agreement, and will comply with all rules and regulations of City relating thereto. Such nondiscrimination shall include but not be limited to the following: employment, upgrading, demotion, transfers, recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. B. Consultant will, in all solicitations or advertisements for employees placed by or on behalf of Consultant state either that it is an equal opportunity employer or that all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, marital status, national origin, ancestry, age, physical or mental handicap, medical condition, or sexual orientation. C. Consultant will cause the foregoing provisions to be inserted in all subcontracts for any work covered by this Agreement except contracts or subcontracts for standard commercial supplies or raw materials. 18. Time of Completion. Consultant agrees to commence the work provided for in this Agreement within (5) days of being notified by the City to proceed and to diligently prosecute completion of the work during the term. 19. Time Is of the Essence. Time is of the essence in this Agreement. Consultant shall do all things necessary and incidental to the prosecution of Consultant's work. 20. RESERVED. 21. Delays and Extensions of Time. Consultant's sole remedy for delays outside its control shall be an extension of time. No matter what the cause of the delay, Consultant must document any delay and request an extension of time in writing at the time of the delay to the satisfaction of City. Any extensions granted shall be limited to the length of the delay outside Consultant’s control. If Consultant believes that delays caused by the City will cause it to incur additional costs, it must specify, in writing, why the delay has caused additional costs to be incurred and the exact amount of such cost within 10 days of the time the delay occurs. No additional costs can be paid that exceed the not to exceed amount absent a written amendment to this Agreement. In no event shall the Consultant be entitled to any claim for lost profits due to any delay, whether caused by the City or due to some other cause. Docusign Envelope ID: DF545471-DC03-42AF-BFCD-0ACDF5882B4F 8 Professional Services – Non Design 1450836.1 22. Assignment. Consultant shall not assign or transfer any interest in this Agreement nor the performance of any of Consultant's obligations hereunder, without the prior written consent of City, and any attempt by Consultant to so assign this Agreement or any rights, duties, or obligations arising hereunder shall be void and of no effect. 23. Compliance with Laws. Consultant shall comply with all applicable laws, ordinances, codes and regulations of the federal, state, and local governments. 24. Non-Waiver of Terms, Rights and Remedies. Waiver by either party of any one or more of the conditions of performance under this Agreement shall not be a waiver of any other condition of performance under this Agreement. In no event shall the making by City of any payment to Consultant constitute or be construed as a waiver by City of any breach of covenant, or any default which may then exist on the part of Consultant, and the making of any such payment by City shall in no way impair or prejudice any right or remedy available to City with regard to such breach or default. 25. RESERVED. 26. Mediation. Any dispute or controversy arising under this Agreement, or in connection with any of the terms and conditions hereof, which cannot be resolved by the parties, may be referred by the parties hereto for mediation. A third party, neutral mediation service shall be selected, as agreed upon by the parties and the costs and expenses thereof shall be borne equally by the parties hereto. The parties agree to utilize their good faith efforts to resolve any such dispute or controversy so submitted to mediation. It is specifically understood and agreed by the parties hereto that mutual good faith efforts to resolve the same any dispute or controversy as provided herein, shall be a condition precedent to the institution of any action or proceeding, whether at law or in equity with respect to any such dispute or controversy. 27. Notices. Any notices, bills, invoices, or reports required by this Agreement shall be deemed received on (a) the day of delivery if delivered by hand during regular business hours or by facsimile before or during regular business hours; or (b) on the third business day following deposit in the United States mail, postage prepaid, to the addresses heretofore set forth in the Agreement, or to such other addresses as the parties may, from time to time, designate in writing pursuant to the provisions of this section. CONSULTANT” “CITY” Prince Global Solutions, LLC City of Diamond Bar P.O. Box 711572 21810 Copley Drive Herndon, VA 20171 Diamond Bar, CA 91765-4178 Attn.: Kevin D. Jones Attn.: Dan Fox, City Manager Phone: (202) 550-9800 Phone: (909) 839-7010 E-mail: Kevin@princeglobalsolutions.com E-mail: DFox@diamondbarca.gov Docusign Envelope ID: DF545471-DC03-42AF-BFCD-0ACDF5882B4F 9 Professional Services – Non Design 1450836.1 28. Governing Law. This Agreement shall be interpreted, construed and enforced in accordance with the laws of the State of California. The venue for any action brought under this Agreement shall be in Los Angeles County. 29. Counterparts. This Agreement may be executed in any number of counterparts, each of which shall be deemed to be the original, and all of which together shall constitute one and the same instrument. 30. Entire Agreement. This Agreement, and any other documents incorporated herein by reference, represent the entire and integrated agreement between Consultant and City. This Agreement supersedes all prior oral or written negotiations, representations or agreements. This Agreement may not be amended, nor any provision or breach hereof waived, except in a writing signed by the parties which expressly refers to this Agreement. Amendments on behalf of the City will only be valid if signed by a person duly authorized to do so under the City's Purchasing Ordinance. IN WITNESS of this Agreement, the parties have executed this Agreement as of the date first written above. Consultant" "City" Prince Global Solutions, LLC CITY OF DIAMOND BAR By: ______ By: Printed Name: Dan Fox, City Manager Title: By: ATTEST: Printed Name: Title: Kristina Santana, City Clerk Approved as to form: By: Omar Sandoval, City Attorney NOTE: If Consultant is a corporation, the City requires the following signature(s): 1) the Chairman of the Board, the President or a Vice-President, AND (2) the Secretary, the Chief Financial Officer, the Treasurer, an Assistant Secretary or an Assistant Treasurer. If only one corporate officer exists or one corporate officer holds more than one corporate office, please so indicate. OR Kevin D. Jones President Docusign Envelope ID: DF545471-DC03-42AF-BFCD-0ACDF5882B4F 10 Professional Services – Non Design 1450836.1 The corporate officer named in a corporate resolution as authorized to enter into this Agreement. A copy of the corporate resolution, certified by the Secretary close in time to the execution of the Agreement, must be provided to the City. Docusign Envelope ID: DF545471-DC03-42AF-BFCD-0ACDF5882B4F Kevin D. Jones, Esq., President Prince Global Solutions, LLC P.O. Box 711572, Herndon, VA 20171 kevin@princeglobalsolutions.com 202-550-9800 PGS Prince Global Solutions, LLC SCOPE OF WORK -- FEDERAL ADVOCACY SERVICES CITY OF DIAMOND BAR, CA JULY 1, 2025 -- JUNE 30, 2026 The following Scope of Work (and Cost Statement) sets forth the role of Kevin Jones and Prince Global Solutions (PGS) in pursuing the City of Diamond Bar’s Federal goals and objectives, consistent with the values and priorities established in the City’s FY 2024-2027 Strategic Plan. Through continuous engagement in Washington on Federal legislation and regulation, the Federal Budget, Federal funding and grants, Federal policy development and Federal Agency activity, the City will be promoting the development of a safe, sustainable and healthy Diamond Bar community through the efficient and visionary pursuit and stewardship of public resources. Summary and Priority Actions This Scope of Work delineates the goals, priority actions, general legislative matters, day- to-day responsibilities and costs for the City of Diamond Bar’s (DB) Federal Government Affairs Representative -- Kevin Jones (PGS) -- from July 1, 2025 through June 30, 2026. PGS expects to focus on the following activities in furtherance of DB’s Washington objectives over the next calendar year. As always, this list will necessarily change during the course of the year: Docusign Envelope ID: DF545471-DC03-42AF-BFCD-0ACDF5882B4F Kevin D. Jones, Esq., President Prince Global Solutions, LLC P.O. Box 711572, Herndon, VA 20171 kevin@princeglobalsolutions.com 202-550-9800 1) Work closely with the San Gabriel Valley Congressional delegation, Senate and House Committee staff, Federal Agency officials, and relevant stakeholder groups on matters which support DB's Federal priorities. 2) Facilitate requests for Congressional earmarks to support various DB projects; 3) Monitor and engage Congressional consideration of the forthcoming reauthorization of Federal transportation programs, which has already begun in advance of the expiration of current transportation law on September 30, 2026. 4) Support future DB applications for Federal funding from DOT and other agency discretionary grant programs; 5) Continue advocating for other policy measures and legislation that will assist DB in securing Federal funding to support local priorities; 6) Consider and monitor other legislation, regulations and agency actions that would benefit or affect DB; 7) As necessary and directed by DB, monitor and engage Federal activity relating to the San Gabriel Valley Council of Governments' Capital Projects and Construction Committee's Projects as they may affect DB; 8) As necessary and directed by DB, monitor and engage Federal activity relating to the 57/60 Confluence Project as it affects DB; 9) Consider and coordinate Congressional and DOT site visits to DB and otherwise as appropriate; and 10) Plan and coordinate DB visits to Washington, DC as directed and recommend other visits when appropriate. Cost Statement – 2025-26 To accomplish the goals and objectives set forth in this Scope of Work, PGS proposes compensation in the form of a fixed fee monthly retainer of $4,000. If DB requires Kevin Jones to travel in furtherance of this Scope of Work, DB will reimburse PGS for necessary and reasonable travel expenses in an annual amount not to exceed $2,500. Docusign Envelope ID: DF545471-DC03-42AF-BFCD-0ACDF5882B4F Kevin D. Jones, Esq., President Prince Global Solutions, LLC P.O. Box 711572, Herndon, VA 20171 kevin@princeglobalsolutions.com 202-550-9800 Legislative Matters and Day-to-Day Activities To support the above-described Scope of Work, PGS will consider and monitor a variety of legislative matters, including, but not limited to, the following: 1. Consideration of Federal infrastructure investment laws and legislation. 2. Congressional appropriations-related earmarks and legislation; 3. Federal matters that are pertinent to important local DB objectives and priorities, such as transportation and park development projects. 4. Federal transportation law and related policy initiatives, including, but not limited to: a. FY 2026 Transportation, Housing & Urban Development Appropriations Bill, which includes funding for transportation and park development projects; b. Reauthorization of Federal transportation law; c. Evolution of Executive Branch programs and regulations. d. Freight and goods movement initiatives; e. Issues of significance to national trade gateways and trade corridors. f. Measures to increase efficiency in transportation project development, delivery, design and construction; g. Innovative financing proposals; h. Consideration of public-private partnerships to support transportation projects; i. Proposals to create new transportation loan and grant programs and to expand or constrict existing programs; As described in detail below, PGS will keep DB informed about pertinent developments on a regular basis and propose options for direct actions in furtherance of DB’s objectives: Regular Communications, Strategy Formulation and Execution Regularly communicate with DB staff on all matters, utilizing whatever means are preferred by DB and are most practicable under the circumstances. This will include telephone calls, e-mails, and text messages. Agree upon strategic objectives with DB staff and modify as needed. Docusign Envelope ID: DF545471-DC03-42AF-BFCD-0ACDF5882B4F Kevin D. Jones, Esq., President Prince Global Solutions, LLC P.O. Box 711572, Herndon, VA 20171 kevin@princeglobalsolutions.com 202-550-9800 Regularly agree upon execution plans with DB staff. Regular telephone conferences to provide updates on DC activities. Provide a monthly summary of activities. Relationship Building and Maintenance Build and maintain relationships with Congressional and Executive Branch staff is dictated by the strategy and execution plans approved by DB. Establish general guidelines and priorities for regular interaction with such staff in consultation with DB. Balance contacts with Congressional and Executive Branch staff Coordinate the timing of these contacts. Manage DC message points based on priorities set by DB. Regular reporting to DB regarding the interaction with Congressional and Executive Branch staff. Arranging regular interaction for Congressional and Executive Branch staff with DB officials wherever appropriate and possible. Place particular emphasis on developing strong working relationships with DB’s Member of Congress and California Senators, as well as strategic alliances with other Members of the California Congressional delegation, especially those from DB’s region. Intelligence Gathering and Monitoring of Federal Legislation and Regulations Accumulate information relevant to DB’s goals from: o Personal Interaction with Congressional and Executive Branch staff, meetings, telephone conferences, and electronic communications), o Congressional hearings and markups and o Executive Branch rulemakings, announcements regarding Federal funding availability, webinars, etc... Monitor, research and analyze pertinent Federal legislation. Monitor, research and analyze pertinent Federal regulations. Regularly analyze and report to DB on gathered intelligence. Regularly analyze and report to DB on the status and substance of pertinent legislation and regulations. Monitoring, Analyzing and Pursuing Relevant Funding Opportunities Actively monitor and analyze relevant Federal funding opportunities for DB at the Congressional and Executive Branch levels. Advise DB of specific funding opportunities as they arise and recommend strategies for pursuing those opportunities. Assist DB in the process of requesting and applying for Federal funding. Docusign Envelope ID: DF545471-DC03-42AF-BFCD-0ACDF5882B4F Kevin D. Jones, Esq., President Prince Global Solutions, LLC P.O. Box 711572, Herndon, VA 20171 kevin@princeglobalsolutions.com 202-550-9800 Provide strategic and logistical support for all requests and applications as appropriate. Monitoring, Analyzing and Impacting Relevant Policy Making Activities Actively monitor and analyze legislative and regulatory initiatives, particularly those that may affect the allocation of relevant Federal funding. Advise DB when it would be in its best interest to weigh in on such initiatives. Devise strategies for engaging this process. Interaction with Trade Groups and Representation at DC Events Serve as DB’s representative in connection with relevant trade associations and relevant DC events. Strategize with DB about how best to leverage the relationship with an association and other organizations to further DB’s interests. Provide information regarding DB and inform of DB policy positions. Participate in strategy formulation that furthers DB’s best interests. Work with DB to ensure that DB’s interests remain paramount throughout these interactions. Planning of DB Visits to Washington At the direction of DB, propose and develop a schedule of meetings for DB officials in Washington as needed. Agree upon substantive strategy and message points for each meeting. Contact Congressional and Executive Branch staff to request meetings. Gather intelligence from Congressional and Executive Branch staff while arranging meetings to assist in strategy formulation and crafting message points. Adjust meeting schedule as necessary based on intelligence gathered. Coordinate timing of meetings. In consultation with DB, prepare and distribute white papers and other materials that will inform Federal officials about issues to be discussed during the meetings. Planning of Visits to DB by Congressional Members, Executive Branch Officials and their Respective Staffs As appropriate and practicable, propose and coordinate visits to DB by Federal officials to provide them with first hand exposure to various priority issues of Federal import affecting DB. Work with DB to identify prospective visits. Extend invitations and work with DB to plan agendas and logistics. Agree upon substantive strategy and message points for the visits. Docusign Envelope ID: DF545471-DC03-42AF-BFCD-0ACDF5882B4F